Mutual Funds Fresher Jobs in Dwarka

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  • 0 - 5 yrs
  • 3.5 Lac/Yr
  • Female
  • Dwarka Delhi
Customer Retention Customer Support Customer Management After Sales Service Cross Selling Tele Sales Executive Telecalling Executive Insurance Selling Mutual Funds Sales Customer Service Walk in
Handling and resolving the day-to-day query of customers. Interacts effectively and professionally with others and able to initiate, establish and maintain highly is effective relationships with internal and external business contacts of various cultures. Identify Customers- needs and deliver Voice Service to the customers on Financial Products related queries and complaints. Receiving Calls from Customers both New and Existing and adding those calls to the CRM and assigning them to the correct individual in the organization. Cold Calling on Exiting Database provided by the company and generating leads to the existing sales force of the company and in turn earning incentives. Should have a laptop for the office work.
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  • 0 - 5 yrs
  • Dwarka Delhi
Financial Planning Financial Advisor Wealth Management Financial Advisory Mutual Funds Sales Investment Manager New Clients Acquisition Leads Generation Financial Goal Planning Asset Management CFP Certified Financial Planner NISM Walk in
Required Candidate Profile: Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. Candidate should have a network of existing clients and corporates with a strong relationship. Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and itsgrowth and profitability drivers. Certification in NISM and CFP is an added advantage. The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team. Create and enforce plans that will help meet the needs of clients. Must be self-motivated, flexible and able to manage several jobs at one time. Willingness to dwell in Start-up Culture. Should have a laptop for work.Roles and responsibilities:1. Existing Client Relationship Management- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.- Driving New Business from our existing clients for various financial services- Financial technical analysis of various financial options available like, Mutual Funds, Loans, Insurance, etc.2. New Client Acquisition- Responsible for generating leads and conversion through either or all of the following channelsi) Cold Callsii) Conducting Financial Awareness Programsiii) Referential CallingOther responsibilities:- Meeting the clients and doing the initial screening- Sales Conversion- Managing various MIS- Onboarding prospects from the candidate's existing network- Utilizing Corporate networks to hold Financial Awareness Programs- Presenting achievement through performance reviews
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