Finadore

● 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.Develop and maintain strong relationships with clients, ensuring a high level of customer satisfaction and retention.Proactively reach out to potential clients through cold calling to generate new business opportunities.Design and execute email marketing campaigns to inform clients about new products, updates, and promotions.Plan and implement offline marketing strategies, including events, seminars, and networking, to increase brand visibility and drive sales.Stay updated on market trends, competitor activities, and regulatory changes to identify new opportunities and adjust strategies accordingly. ● Client Relationship Management: ● Increase Sales Through Cold Calling: ● Email Marketing: ● Offline Marketing: ● Market Research and Analysis: Job Type: Full-time Pay: ₹20,000.00 - ₹30,000.00 per month Schedule: Day shift Supplemental Pay: Commission pay Work Location: In person Speak with the employer +91 8130087033

We are seeking a dynamic and results-driven Client Relationship Manager to join our team. The successful candidate will be responsible for driving sales of mutual funds, cross-selling insurance, and promoting other investment products. This role requires a proactive approach to client engagement, utilizing multiple channels to increase sales and expand our client base. 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.

You will be joining our team as a Client Relationship Manager, where your primary focus will be on driving sales of mutual funds, cross-selling insurance, and promoting other investment products. Your role will involve actively engaging with clients through various channels to enhance sales and grow our client base. Your responsibilities will include promoting and selling mutual fund products to both existing and potential clients. You will also need to identify opportunities to cross-sell insurance and other investment products based on client needs and financial goals. In addition, you will be responsible for developing and nurturing strong relationships with clients to ensure a high level of customer satisfaction and retention. Proactively reaching out to potential clients through cold calling will be crucial in generating new business opportunities. You will also play a key role in planning and executing offline marketing strategies such as events, seminars, and networking activities to increase brand visibility and drive sales. It will be essential to stay updated on market trends, competitor activities, and regulatory changes to identify new opportunities and adjust strategies accordingly.,