Duties and responsibilities: Business development:

 To acquire clients and manage client relationships

 To educate clients on the importance of goal-based investment approach and to create a framework with the help of the central research team in terms of helping clients in achieving their financial goals

 To exceed client’s expectations by being proactive, by being sensitive to client’s needs and by being prompt to respond to client’s queries.

 To help the organisation achieve its vision by working as a team

 To achieve revenue targets across multiple products like mutual funds, insurance, PMS, AIFs etc.

 To deepen client relationships and to endeavour to be client’s preferred service provider

 To update CRM regularly with all the sales related activities

 To conduct workshops, seminars on investor welfare awareness

 To initiate and to fully participate in various promotional activities initiated by the organisation

Job Type: Full-time

Salary: ₹20,000.00 – ₹25,000.00 per month

Schedule:

• Day shift

Ability to commute/relocate:

• Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• 1 to 2 (Preferred)

Speak with the employer
+91 9849561123
Application Deadline: 28/02/2023