Key Responsibilities
- Coordinate with the sales team and clients for daily business activities
- Handle customer inquiries related to mutual funds and insurance products
- Maintain client records, follow-up schedules, and documentation
- Support business development and lead management activities
- Ensure timely follow-up with prospective and existing clients
- Assist in preparing reports and updating sales data
- Coordinate meetings, client interactions, and internal communication
Required Skills:
- Good communication and interpersonal skills
- Strong follow-up and coordination abilities
- Basic knowledge of Mutual Funds, SIPs, Insurance, or Financial Products preferred
- Ability to manage multiple tasks and client relationships efficiently
Eligibility Criteria
- Graduate in any field (Commerce preferred)
- Experience: 2-5 years in sales coordination, insurance, banking, or financial services preferred
- Organized and detail-oriented
- Customer-focused approach
- Ability to work in a quick-paced environment
- Team player with good coordination skills
Pay: ₹25,000.00 - ₹30,000.00 per month
Application Question(s):
- How many years of experience do you have in sales coordination or financial services?
- Do you have experience handling Mutual Funds, SIPs, or Insurance-related activities?
- Have you worked in banking, insurance, or investment advisory services before?