Coordinator | Back office executive
- Category: MIS Executive
- Location: Mumbai, Maharashtra
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 23K to 31K
- Published on: 2025/09/21
Job details
No matching job preferences
Salary
₹15,000 - ₹20,000 a month
Job type
Full-time
Shift and schedule
Day shift
Qualifications
Bachelor's (Preferred)
Full Job Description
Job Description:
Scheduling client meetings daily for sales, attending phone calls, dealing with client queries, processing transactions, and managing the client’s portfolio as and when necessary.
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 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.
Desired Profile of the Candidate:
Excellent Communication skills, Graduate in any stream, Wealth management experience will be preferred. Freshers are also invited.
Job Type: Full-time
Salary: ₹15,000.00 - ₹20,000.00 per month
Schedule:
Day shift
Ability to commute/relocate:
Thane, Thane - 400601, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Education:
Bachelor's (Preferred)
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