Growth Coordinator

Company Profile:

A D Naik Wealth is one of India's top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). With a legacy spanning over three decades, the company has served over 18,000 satisfied clients across 217 cities and 25 countries. As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service.

Role Overview

· Scheduling client meetings daily for sales, attending phone calls, dealing with client queries, processing transactions.

· Tele-sales by identifying the client's needs and suggesting the product available.

· Executing the transactions as requested by clients/ Growth Managers and completing the same within TAT.

· Providing troubleshooting assistance for Transactions, portfolios, and relevant problems

· Providing data and analysis to help the sales team.

· Responding to clients and Prospects queries.

· Manage sales tracking tools, ERP, and CRM systems and report on important information

· Liaise with the growth managers to develop specific sales strategies

· Stay up to date with all Mutual funds and Insurance products

· Helping the sales team with the presentation and joint calls

Candidate Profile

· Graduate in any stream,

· Excellent Communication skills

· Wealth management experience will be preferred

· Freshers are also invited.

Compensation & Location

Salary: Depends on interview

Location: Goregaon

Website:www.naikwealth.in