Sales Support Team Leader
Sales Support Team Leader
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Experience: 2 5 Years
Location: Mumbai
Key Responsibilities:
1. Understanding the current processes and writing a clean and some process note for each
process and activity.
2. Helping each client service manager in managing daytoday tasks
a. Providing accurate and timely information to investors.
b. Timely completion of client onboarding.
c. Regular calls with clients for feedback/ identifying general concerns if any.
d. Resolution of client queries
e. Prepare and consolidate investment pitch/material to be kept available for RM
before client meetings.
3. Collaboration with internal teams in the resolution of client queries.
4. Eager to improve processes to ensure accuracy is maintained.
5. Creating backup within the system through good practices.
6. Develop and maintain relationships with existing and potential investors. Ensuring proactive
communications.
We are looking for a candidate with:
- Bachelors degree in business Marketing or a related field.
- Minimum 5 years of experience.
- Proven experience in client servicing role preferably in a financial or investment setting.
- Hands on experience with Sales CRM systems.
- Proficiency with MS Office Suite particularly MS Excel and PPT.
- Strong organizational and documentation management skills.
- Excellent communication and interpersonal skills.
- Demonstrated ability to work collaboratively in a team environment.
- Proactive attitude with a strong desire to learn and grow in a salesfocused role.
- Knowledge of AIF PMS fixed income product.
- Knowledge of KYC handling for client onboarding is must along with KYC intermediaries.
For further details Contact:
Chanchal Arora
/
Sales Support Tools,After sales support,Team Leadership,Client Co-ordination,Client Onboarding,Client Relationship,documentation management,Market Mapping,KYC
Employment Type
Full Time
