Growth Coordinator - Telesales - Mutual Fund/Insurance (2-3 yrs)
Responsibility :
- Scheduling client meetings daily for sales, attending phone calls, dealing with clients' queries, processing transactions, and managing the client's portfolios as and when necessary.
- Tele-sales by identifying the client's needs and suggesting the products available.
- Executing the transactions as requested by clients/Growth Managers and completing the same with TAT.
- Providing troubleshooting assistance for Transactions, portfolios, and relevant problems.
- Providing data and analysis to help the sales team.
- Responding to clients and Prospects' queries.
- Manage sales tracking tools, ERP, and CRM systems and report on important information.
- Liaise with the growth managers to develop specific sales strategies.
- Stay up to date with all Mutual Funds and Insurance products.
- Helping the sales team with the presentation and joint calls.
- Making the Financial Planning and portfolio review for presenting it to clients.
Skills :
- Excellent communication skills.
- Proven experience in sales, lead generation, and client acquisition, with the ability to identify and pursue growth opportunities within the target market segments.
- Skill in developing and implementing marketing strategies and promotional campaigns to increase brand awareness, attract new clients, and generate leads.
- Ability to manage multiple projects simultaneously, set priorities, allocate resources effectively, and ensure timely completion of tasks and initiatives.
- Understanding of regulatory requirements and industry standards governing wealth management practices, ensuring adherence to compliance policies and ethical guidelines.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
