CRM Executive jobs in Kolkata - Easylife

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  • Applicants Less than 5 Applicants

Job Description

1. Interaction with various Mutual Fund Companies

2. Client Portfolio Updates and Reviews

3. Ensuring smooth execution of client transactions (online & offline)

4. Updating the MF software (backend & front end) on a daily basis

5. Updating details of various products on daily / monthly basis

6. Preparing Sales Invoices

7. Cording with existing advisors

Key Skills


Banking, Investments, Stock Market & Financial Services

Functional Area

Banking / Investments / Stock Market / Financial Services

Number of Vacancy



B.Com, Post Graduate Diploma, M.B.A/PGDM, M.Com

About Easylife

Primary Role
A. Recruitment of Financial Products Distributors
(1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business.
(2) Explaining Mutual Fund F Business opportunities and earnings to interested leads.
(3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI).
B. Business Development
(1) Providing training to IFAs for Business Development.
(2) Preparing business plans and strategies to develop business of IFA.
(3) Planning different activities to explore better business opportunities and new developments.
(4) Joint Call - accompanying IFA on client meeting.
(5) Addressing and spreading awareness regarding investments in group client meets.
(6) Solving distributor's queries.
(7) Establishing strong relationship and communication with distributors.
(8) Cording with existing advisors
C. System & Process
(1) Following internal sales process by updating all the activities in online system.
(2) Comply with all rules and regulations of the company as well as following industry norms.

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