Full TimeMumbai250000-300000/Year Posted : 53days agoPosted By: Neha Gupta
Key Responsibilities:1. Onboarding new customers by updating their data in the system and providing training2. Managing and updating the backend data of clients3. Periodic Reconciliation of Mutual Fund data of clients4. Handling client queries and providing quick resolution5. Understanding the issues faced by clients and identifying ways to resolve thempermanently6. Escalating issues to the technical team, if required7. Assisting clients in understanding the product and giving solutions8. Building long-term relationships with clients
Full TimeKolkata180000-240000/Year Posted : 53days agoPosted By: Neha Gupta
Acquire new clients through your own database, Organization database and field activities.Capabilities to handle HNI and NRI clients.Responsible for identifying customer needs assessing their risk appetite and providing them investment options.Responsible for achieving targets as assigned by the organization on monthly basis.Provide regular updates to the immediate superior when required.
Full TimeDelhi200000-300000/Year Posted : 51days agoPosted By: Neha Gupta
Understand and effectively communicate product features, benefits, and pricing to prospective clients.
Identify customer needs and tailor sales pitches to address their specific requirements. Keep accurate records of all interactions and sales activities in our CRM system.
Follow up with leads and prospects to close sales and meet sales targets.
Build and maintain positive relationships with customers to encourage repeat business.
Provide exceptional customer service and address any questions or concerns.
Stay updated on product knowledge and industry trends to provide informed solutions to customers.
Collaborate with the sales team and sales manager to develop and implement sales strategies.
Research and Planning: Writing: Editing and Proofreading: Adherence to Guidelines: Collaboration: Creativity: Meeting Deadlines: Adaptability:Research and Planning: Writing: Editing and Proofreading: Adherence to Guidelines: Collaboration: Creativity: Meeting Deadlines: Adaptability: