Sales Support Trainee

Roles & Responsibilities

• Process and manage sales orders accurately and efficiently, adhering to company policies.
• Assist the sales team with presentations, brokerages, and communications.
• Coordinate Zoom and Teams meeting for the sales team.
• Maintain and update NDA databases as per the requirement.
• Conduct Market Research, compile competitor analysis, and provide data-driven support for sales pitches
• Handling customer/distributors queries/complaints over email/phone.
• Handling Contest related work Includes co-ordination with external vendors for ticketing & booking
• Maintaining SIP/ Daily sales report.
• Handling new empanelments.
• Follow up for hold/rejected investment applications.
• Accepting, Scrutinizing and Time Stamping of Commercial Transaction Requests (Purchase, Redemption, Switches, SIPs, SWPs, STPs, etc.)
• Processing of Non-Commercial Transactions.
• Time management for different transactions according to regulatory cut-offs.
• Generation of Account Statements for Investors and Brokers.
• Maintaining Daily and Monthly MIS Reports of all Commercial and Non-Commercial Transactions, KYCs, Emails sent, Phone Calls, Investor Walk-Ins, NFO data, Time Stamp Machine Records, etc.)
• Confirming receipt of credits in the bank.
• Issuing month end balance confirmation letters.
• Comply with audit and regulatory laws.

Job Requirements:

• Good Excel skills
• Experience in handling investors queries.
• Basic understanding of Mutual Fund.
• Good command over English (Verbal & Written)
• Ability to co-ordinate, develop rapport and get work done from cross functional teams.
• Mus`t be able to work with tight deadlines.
• Problem solving skill.