Assistant To Sales Head - Equity (3-5 Yrs)

Assistant To Sales Head - Equity

Location: Mumbai, Lower Parel
Education: Graduate or Postgraduate
Experience: Minimum 3 years
CTC: Best As per the industry standards
No. Of Positions : 1
Reports to :Head Of Sales (Equity)
Certifications if Any :-
Internal Grade
Job Description:
We are looking for a highly skilled and dynamic individual to join our team as an Assistant to Equity Advisors. The successful candidate will play a crucial role in supporting our Equity Advisors, ensuring seamless operations, and enhancing client relationships. If you have excellent communication skills, a keen eye for detail, and a proactive approach to problem-solving, we encourage you to apply.
Responsibilities:
1. Communication and Relationship Management:
- Foster positive and professional relationships with clients through effective communication.
- Act as a primary point of contact, addressing client inquiries and concerns promptly and professionally.
- Collaborate with the sales team to ensure a consistent and coordinated approach in client interactions.
2. Data Management and Analysis:
- Utilize CRM software to manage and analyze client data.
- Regularly update and verify client information, ensuring accuracy and completeness.
- Work closely with the sales team to identify and address data discrepancies.
3. Client Engagement:
- Coordinate and send personalized invitations to clients for corporate meetings and events.
- Conduct follow-up calls to ensure client satisfaction and gather feedback.
- Assist in organizing and coordinating client-related activities to enhance engagement.
Proactive Approach and Team Collaboration:
- Anticipate potential challenges and proactively address them to ensure smooth operations.
- Collaborate effectively with team members, providing support and contributing to a positive team dynamic.
Qualifications:
- Bachelor's or Master's degree in Business Administration, Finance, or a related field.
- Minimum of 3 years of experience in a similar role within the financial industry.
- Advanced proficiency in MS Excel and email communication.
Skills and Attributes:
- Exceptional organizational and multitasking skills.
- Strong analytical abilities with attention to detail.
- Ability to work both independently and collaboratively within a team.
- Proactive mindset with a focus on problem-solving.
- Excellent interpersonal and communication skills.