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03/09 OP Chawla
Director at Softtech Career Infosystem Pvt.Ltd.

Views:52 Applications:3 Rec. Actions:Recruiter Actions:0

Executive - Business Support - Financial Services (2-3 yrs)

Punjab/Bhatinda ,Punjab Job Code: 342440

Skills Required :

- Cold Calling

- Lead Generation

- Sales Strategy and Management

- Customer Service

- Analytical skills

- Time Management

About this Job

Role & Responsibilities:

- Execute operations, sales and administration jobs of the branch.

- Receiving visitors coming to the Branch.

- Attend to telephone calls & reply to queries.

- Explain about the Company, its products & services to visitors.

- Keep regular contacts with the clients of the branch through telephone calls, meetings etc.

- New Client Prospecting - Through cold-calling, appointments, referance etc.

- Provide Financial advise to clients on different investment options.

- Provide nvestment application forms to clients and assist them in filling.

- Update clients on the latest MF Schemes, NFOs, IPOs etc and updates on market trends.

- Provide after sales service, follow-up and client retention.

- Prepare daily sales report and send to Branch Head.

- Make entries in the Back office of business done by the branch.

- Support branch promotional activities.

- Account opening.

Account keeping - Payin/Payouts, collection of AMC, debtors, branch expenses,reconciliation.

- Maintain all documents and registers required under various labor laws and laws applicable to the business of the establishment.

- Maintain Records related to rent, electrcity, water bills, tax etc.

- Handle routine administration functions.

- Co-ordination with depts in HO & RO.General

- Strive towards achieving individual goals and thereby the branch and organizational goals.

- These duties and repsonsibilities are only illustrative and not exhaustive and are liable to modifications

Eligible Degrees :

- Master of Business Administration / All Courses

- Bachelor of Technology/Engineering / All Courses

- Master of Technology / All Courses

- Bachelor of Arts / All Courses

- Bachelor of Science / All Courses

+86 More

Who can apply

Work Experience: 1-3 years

Eligible Graduation Years: 2023, 2022, 2021, 2020

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