Job Description

Key Responsibilities

Sales Support & Client Interaction

  • Assist in tracking client and channel partner engagement and feedback
  • Support the sales team in executing sales plans and achieving targets
  • Document and share client feedback and competitor activities for strategic decisions

MIS & Data Management

  • Prepare, maintain, and analyze MIS reports to support sales and management teams
  • Maintain accurate data records for clients, transactions, and channel partners
  • Support reporting for incremental net sales, repeat business, and asset growth

Process & Communication

  • Coordinate with internal teams to ensure smooth workflow and timely delivery of reports
  • Communicate effectively with stakeholders to ensure proposals and programs are implemented

Skills Required
Nism, Sales, Excel, Mutual Funds, Capital Market

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