Job Opportunities in India
May 27, 2024
VALUE FIRST FINANCIAL PRIVATE LIMITED
OTHER & PART TIME & FULL TIME
Finance & Sales Executive (Mutual Fund & Insurance)
Job Role: Client Services Associate
Job Title: Finance & Sales Executive (Mutual Fund & Insurance)
Job Description:
As an Executive at Value First Financial Private Limited, you will play a pivotal role in supporting our clients' financial objectives and ensuring exceptional service delivery. Your responsibilities will include:
Job Types: Full-time, Part-time, Permanent, Fresher
Pay: From ₹6,000.00 per month
Expected hours: 36 – 48 per week
Schedule:
Job Title: Finance & Sales Executive (Mutual Fund & Insurance)
Job Description:
As an Executive at Value First Financial Private Limited, you will play a pivotal role in supporting our clients' financial objectives and ensuring exceptional service delivery. Your responsibilities will include:
- Client Relationship Management: Serve as the primary point of contact for clients, addressing inquiries, providing assistance, and fostering strong, long-term relationships.
- Administrative Support: Assist in administrative tasks related to client accounts, including processing paperwork, maintaining records, and coordinating meetings.
- Portfolio Analysis: Collaborate with portfolio managers to analyze client portfolios, track performance, and provide insights to optimize investment strategies.
- Compliance Assistance: Ensure compliance with regulatory requirements by maintaining accurate documentation and adhering to industry standards and best practices.
- Communication and Education: Communicate investment strategies, market updates, and product information to clients, providing education and guidance as needed.
- Operational Efficiency: Identify opportunities to streamline processes and improve operational efficiency within the client services function.
- Bachelor's degree in Finance, MBA in Finance preferrable.
- Strong communication and interpersonal skills.
- Detail-oriented with excellent organizational abilities.
- Knowledge of mutual funds, insurance products, and basic investment principles preferrable.
- Proficiency in Excel, Search engines is preferred.
Job Types: Full-time, Part-time, Permanent, Fresher
Pay: From ₹6,000.00 per month
Expected hours: 36 – 48 per week
Schedule:
- Day shift
- Commission pay
- Performance bonus
- Yearly bonus
- Do you have a two-wheeler?
- English, Hindi and Assamese (Preferred)
Latest Job Opportunities
October 19, 2024
Quincare Pharmaceuticals Private Limited
Medical Representative
Bankura
FULL TIME
View DetailsSimilar Jobs
September 10, 2024
Kotak Mahindra
Team Member - Finance-HO & SUPPORT-BIU-Financials
FULL TIME
View Details
September 10, 2024
Kotak Mahindra
Fincon Team Member-SUPPORT SERVICES-Accounts and Finance Group
FULL TIME
View Details
