As a Sales and Marketing Intern for our insurance and mutual fund business, you will be responsible for supporting our sales and marketing team in various activities aimed at promoting our insurance and mutual fund products, acquiring new clients, and…
Ensuring day to day transactions such as accounts payable, cash receipts and accounts receivable, credit card transactions, and payroll are recorded properly. Performing timely and accurate month end journal entries and balance sheet reconciliations (e.g., net assets, investments, revenue, expenses,…
Description: Market Research and Analysis Serve as the primary point of contact for key clients, managing relationships, addressing inquiries, and resolving issues in a timely and efficient manner. Proactively engage with clients to understand their financial goals, risk tolerance, and…
· Contacting current and potential clients to inform them regarding the product and service related. · Answering all queries and questions regarding the company and product. · Understanding customers’ requirements by asking questions and closing the deal. · Keeping the…