Job Description

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 investment needs, and recommend suitable mutual fund and insurance products.

Sales

Collaborate for client acquisition and retention efforts, providing product expertise, sales materials, and client insights to drive sales opportunities. Develop sales strategies and marketing campaigns to promote mutual fund and insurance products and services.

Marketing Initiatives

Develop and implement client service strategies and initiatives to enhance client satisfaction, retention, and loyalty. Continuously monitor client feedback, market trends, and competitive dynamics to identify opportunities for improvement and innovation.

Customer Relationship Management

Oversee the day-to-day operations of the client service function, ensuring compliance with regulatory requirements, service level agreements (SLAs), and internal policies and procedures. Implement best practices and process improvements to streamline workflows, optimize efficiency, and enhance the overall client service experience.

Administrative Tasks

Establish key performance indicators (KPIs) and metrics to track the performance of the client service and evaluate the effectiveness of client service strategies. Generate regular reports and analyses to provide insights into client service performance, trends, and areas for improvement.

Other Details:

Education/Qualification

:Master's/ bachelor's degree in business administration, Marketing, Finance, or a related field.

Experience:

Prior experience in sales or marketing roles (preferred but not required).

Skills

Strong interest in sales, marketing, and the financial services industry. Excellent communication skills, both verbal and written. Ability to work independently as well as part of a team. Proficiency in Microsoft Office suite (Word, Excel, PowerPoint). Attention to detail and organizational skills.
Job Type: Full-time

Pay: ?10,000.00 - ?30,000.00 per month

Schedule:

Day shift Fixed shift
Work Location: In person