Key Responsibilities: ● Sales of Mutual Funds: Promote and sell mutual fund products to both existing and potential clients. ● Cross-Sell Insurance and Investment Products: Identify opportunities to cross-sell insurance and other investment products based on client needs and financial goals. ● Client Relationship Management: Develop and maintain strong relationships with clients, ensuring a high level of customer satisfaction and retention. ● Increase Sales Through Cold Calling: Proactively reach out to potential clients through cold calling to generate new business opportunities. ● Offline Marketing: Plan and implement offline marketing strategies, including events, seminars, and networking, to increase brand visibility and drive sales. ● Market Research and Analysis: Stay updated on market trends, competitor activities, and regulatory changes to identify new opportunities and adjust strategies accordingly.
👨💼 Business Oversight & Execution Work closely with the founder to translate vision into execution. Take ownership of daily operations across departments — sales, support, logistics, and marketing. Be on the floor — monitoring team performance, client servicing quality, and overall coordination. 📈 Sales & Growth Attend client meetings and pitch Finadore’s offerings effectively. Help build and manage sales pipelines — offline and online. Drive local outreach initiatives and client conversion strategies. 🔁 Team Management Supervise daily task execution and ensure team accountability. Help with hiring, onboarding, and training of new team members. Act as a bridge between founder and all teams, ensuring clear communication and alignment. 📢 Marketing Support Coordinate marketing campaigns — both physical and digital. Monitor performance of campaigns and coordinate with vendors/designers/agencies. 🧠 Problem Solving & Decision Making Take quick, effective decisions in the absence of the founder. Identify inefficiencies and proactively solve problems on the go.
Design modern, responsive UIs for web and mobile products (Figma/XD) Create digital graphics for landing pages, social media, brochures, and presentations Edit short-form videos and reels for brand campaigns (basic video editing) Maintain design consistency across product and marketing channels Collaborate with developers and marketers to bring designs to life Support ad creatives, onboarding flows, and explainer visuals