Marketing & Operations Associate

Marketing and Operations Executive (Hybrid)

Key Responsibilities:

• To handle the entire Operations for the Mutual Fund and Insurance Business.
• Create and provide quotes, financial plans and any other prospecting documentation required by the Sales team.
• Onboard new clients in our system, complete their KYC and other documentation
• Create and execute new orders, troubleshoot for any issues and liaise with different teams & all our stakeholders/partners
• Arrange webinars and Investor Awareness Programs (IAPs) in coordination with our Sales & Marketing Team
• Send out emails to existing as well as prospective clients and invite them to these webinars/IAPs
• Generating new leads through various channels, networking Qualifying prospects and giving it to the Sales Team.
• Developing relationships with prospects & recommending products & solutions through a consultative approach.
• Helping prospects make an informed decision by providing support, information and guidance.
• Identifying product improvements or new product opportunities based on industry trends, market activities and competitors.
• Generating Regular Content for regular mass communication to Clients and Prospects.

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹30,000.00 per month

Benefits:

• Paid sick time

Schedule:

• Fixed shift
• Monday to Friday
• Weekend availability

Supplemental Pay:

• Performance bonus
• Yearly bonus

Education:

• Bachelor's (Required)

Experience:

• total work: 1 year (Required)

Location:

• Dahisar, Mumbai, Maharashtra (Required)

Work Location: In person