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1 Job openings at Primeidea Ventures
About Primeidea Ventures
Agency Coordinator - Female Candidate

Vadodara

1 - 3 years

INR 2.5 - 3.5 Lacs P.A.

Work from Office

Full Time

Position: agency coordinator female candidate Location: Vadodara, Gujarat, India PrimeIdea Ventures is seeking a dynamic Agency Coordinator (female) to join our B2B team. In this hands-on role, you will be the bridge between our existing financial advisers and internal sales & business-development functions, while also spearheading the recruitment of new advisers. Key Responsibilities Adviser Relationship Management Serve as primary point of contact for our network of advisers Schedule and facilitate regular catch-ups, training sessions, and performance reviews Monitor adviser KPIs and ensure compliance with PrimeIdea s quality standards New Adviser Recruitment Identify, approach, and onboard high-potential candidates for distribution of our financial products (Mutual Fund Schemes, Direct Equity Stocks, Portfolio Management Services, ETFs, SIPs, NPS, ULIPs, etc.) Conduct initial screening, interviews, and induction programs Collaborate on referral programs and campus drives to build a robust adviser pipeline Sales & Business Development Support Work closely with the internal BD team to prepare pitch decks, marketing materials, and product briefs Coordinate lead-generation campaigns and follow up on B2B prospects Track campaign performance and generate weekly/monthly reports Operational Excellence Maintain CRM records for all adviser and prospect interactions Ensure smooth execution of incentive payouts and compliance documentation Liaise with compliance, operations, and finance teams to resolve any adviser-related issues Candidate Profile Experience: 1-3 years in B2B coordination, recruitment, or sales support preferably within financial services Communication: Excellent verbal and written skills in English and Gujarati. Organizational Skills: Proven ability to juggle multiple stakeholders, meet deadlines, and manage events/training programs Interpersonal Skills: High emotional intelligence, strong relationship-building aptitude, and a proactive get-things-done attitude Knowledge: Familiarity with financial products Mutual Funds (ELSS, Hybrid, Multi-Asset), Direct Equity, PMS, ETFs, Fixed Income Products, NPS, ULIPs, etc. Tools: Comfortable working with CRMs (e.g., Zoho, Salesforce), MS Office, and virtual meeting platforms Compensation & Benefits Fixed Salary: 2,50,000 - 3,50,000 per annum (depending on experience) Incentives: Attractive performance-linked bonuses for recruitment milestones and adviser productivity. Additional Incentives for Team Target Achievement. Perks: Health insurance, professional development allowances, and a supportive, growth-oriented work environment If you re passionate about the financial-services industry, enjoy building relationships, and thrive in a fast-paced B2B environment, we d love to hear from you! To apply, please submit your resume and a brief cover letter.

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