Job Description

Job Summary:-

The Investment Product Coordinator will be responsible for coordinating with the Head Office and various branch offices to ensure smooth execution, promotion, and growth of investment products. The role involves visits to branches, supporting the sales and operations teams, monitoring business performance, and driving business growth targets in line with company objectives.

Key

Responsibilities:-

Coordinate between Head Office and Branch teams for investment product strategies, updates, and execution plans. Visit branches across different locations to review investment product performance, train branch staff, and strengthen business processes. Identify opportunities to increase investment product sales and assist branches in achieving business growth targets. Track business performance, analyze sales data, and share insights with management for strategic decisions. Assist in planning and executing marketing and promotional activities at branch levels. Provide regular reports to management on progress, challenges, and recommendations. Build and maintain strong relationships with internal teams and clients to enhance service and customer satisfaction.

Key Skills & Competencies:-

Strong understanding of investment and financial products (e.g., mutual funds, insurance, bonds, etc.) Excellent communication, coordination, and interpersonal skills Ability to travel frequently across branches

Qualification & Experience:-

Graduate / Postgraduate in Finance, Commerce, Business Administration, or a related field. 3-6 years of experience in investment coordination, business development, or financial product management (preferably in BFSI or investment sector). Experience in branch coordination and business growth activities will be an added advantage.

Salary: -

(Salary is not the constraint for the deserving candidate)

Department:-

Investment / Business Development

Employment Type:

- Full Time, Permanent

If are you interested than you share your share your updated cv on this number -

+91 8178997840.

Job Types: Full-time, Permanent

Pay: ?20,000.00 - ?45,000.00 per month

Work Location: In person