Step Into the World of Sales and Client Support!

Are you a detail-oriented and creative thinker looking to make an impact in a dynamic sales environment? Join us to enhance your skills, support our sales initiatives, and grow alongside a team of dedicated professionals!

Position Details
Gender: Male/Female
Eligible Profile 1: B.B.A. & B. Com.
Eligible Profile 2: M.B.A. & M. Com.
Experience: Open to Freshers and Experienced Candidates

What You’ll Do

Sales Support:
Assist Sales Executives with day-to-day tasks and activities.
Follow up on sales leads and customer queries.
Manage customer KYC processes and ensure compliance.

Customer Interaction:
Call customers and write skilled emails to engage and address their needs.
Help with registration, banking, trading, and related client onboarding procedures.

CRM Management:
Maintain accurate records in BITRIX CRM software.
Log all customer interactions, meetings, and activities for seamless coordination.

Event Support:
Plan, target, and invite customers to webinars/seminars.
Prepare and deliver impactful presentations.
Track attendance and follow up with registered customers.

Website & Software Testing:
Test websites, software, and back-office systems for bugs.




Work with developers to resolve issues and implement recent versions.

Client & Investor Support:
Address customer queries promptly and send fee collection reminders.
Track advisory opportunities and improve client services (e.g., reports and performance updates).

Research & Innovation:
Conduct research for recent product development and data insights.
Identify and implement improvements in client services.

Outside Visits:
Meet customers at their locations to complete registrations and other formalities.
Maintain detailed records of all visits and activities conducted outside.

Team Coordination:
Attend team meetings, webinars, and training programs on time.
Document and track all meetings, training sessions, and outcomes.

Who Are We Looking For?
Highly motivated individuals with a flair for creative thinking.
Detail-oriented professionals who can think unconventionally.
Excellent verbal and written communication skills.

Recruitment Process
Apply: Fill out the application form.
Test: Check your email for Logical and Technical Test details.
Complete: Take the tests as instructed.
Stay Updated: Regularly check your email for further updates.

📌 Sales Support Executive Surat
🏢 Finideas
📍 Surat