📢 We're Hiring: Back Office Executive (Mutual Funds) 📍 Location:Ahemedabad| 🏢 Startup Opportunity 💼 Full-time | Immediate Joining Preferred 🔹 Why Join Us? Be part of a growing startup in the finance space! Learn everything about mutual funds, platforms, and client handling. Perfect role if you're looking to grow fast and take ownership. 🔹 Your Role: * Handle mutual fund transactions (SIP, purchase, redemption) * Manage client coordination (emails/calls) * Prepare reports & maintain records * Work on Excel and MF platforms 🎓 Graduate | 💻 Excel skills required 🆕 Freshers welcome | 🎯 Finance interest is a plus 📩 Email us: [wealthybhava@gmail.com] 📲 9315457422
Key Responsibilities • Tele-calling for lead generation – reach out to prospective clients, introduce our services, and generate qualified leads. • WhatsApp messaging – engage and follow up with leads via WhatsApp in a professional and timely manner. • Client coordination – schedule meetings (online/offline) between clients and the sales/consulting team. • MIS preparation & reporting – maintain records of calls, meetings, and lead status, and prepare periodic reports for management review. Requirements • Good communication skills in English, Hindi, and Gujarati (both verbal and written). • Strong interpersonal and follow-up skills. • Basic knowledge of MS Office / Google Sheets for MIS preparation. • Ability to work with targets and deadlines. Preferred Qualifications • Prior experience in tele-calling / client coordination / lead generation will be an added advantage. • Fresher with good communication skills may also apply.
Key Responsibilities • Conduct client meetings and follow-ups for Health Insurance, Term Insurance, and Mutual Fund products. • Develop and nurture strong client relationships to build trust and long-term association. • Cross-sell financial products based on client needs and financial goals. • Manage follow-up communication and ensure timely sales closure. • Provide post-sales servicing and support to clients to maintain satisfaction and retention. Requirements • Good communication and interpersonal skills in English, Hindi, and Gujarati. • Understanding of financial products like Health Insurance, Term Insurance, and Mutual Funds. • Ability to handle client queries, provide solutions, and manage end-to-end sales process. • Proficiency in MS Office / Google Sheets for client servicing records. Preferred Qualifications • Prior experience in financial services, insurance, or mutual fund distribution will be an advantage. • Freshers with strong communication skills and willingness to learn may also apply.