A D Naik Wealth is one of India's top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). With a legacy spanning over three decades, the company has served over 18,000 satisfied clients across 217 cities and 25 countries. As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service.
Role Overview
· Scheduling client meetings daily for sales, attending phone calls, dealing with client queries, processing transactions.
· Tele-sales by identifying the client's needs and suggesting the product available.
· Executing the transactions as requested by clients/ Growth Managers and completing the same within 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 significant 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