. The role focuses on expanding the client base, meeting revenue targets, and ensuring exceptional customer satisfaction. The position offers
?18000 - ₹25000
and opportunities for career growth.
Key Responsibilities:
Handle MIS and CRM systems for efficient client servicing and query resolution.
Track leads and ensure timely follow-ups with prospects and existing clients.
Perform financial calculations like IRR, XIRR, and future value projections of investments.
Maintain accurate records of all client communications, meetings, and service updates.
Support various financial workings and documentation required by the advisory team.
Collaborate with internal teams to ensure smooth coordination and client satisfaction.
Preferred qualification: Graduate in Finance, BBA, or BMA.
Required experience: 2 to 5 years in client coordination or sales support roles.
Job Requirements:
The minimum qualification for this role is
Graduate
and
2 - 5 years of experience
. Strong interpersonal skills, the ability to close deals effectively, and a customer-focused approach are also essential for this role.
Job Type: Full-time
Pay: ₹18,000.00 - ₹25,000.00 per month
Work Location: In person
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