Administrative & Sales Support Executive

Khushi Financial Services

0 - 31 years

1 - 2 Lacs

tardeo mumbai/bombay

Posted:2 days ago| Platform: Apna logo

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Skills Required

support management scheduling data excel tracking reporting analysis communication outreach portfolio

Work Mode

On-site

Job Type

Full Time

Job Description

•Perform basic administrative duties, including file management, scheduling, and office organization. •Accurately handle data entry tasks and maintain client records. •Utilize Microsoft Excel proficiently for tracking, reporting, and basic analysis. Sales & Client Communication: •Conduct extensive telephonic outreach (cold calling) to prospective clients. •Distribute business cards and leaflets to prospective clients •Arrange and attend site visits/meetings with clients to understand their financial needs. •Actively participate in the sales process to achieve set targets across our product portfolio. •Product Knowledge Support: •Assist partners in preparing presentations and materials related to financial products. •Maintain a foundational understanding of our offerings (Mutual Funds, Equity, Loans, Insurance) to communicate effectively with clients.

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