Sage Capital

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