Growth Coordinator.

Company Profile:

A D Naik Wealth is one of India's top mutual fund distributors, specializing in wealth creation

and protection for High-Net-Worth Individuals (HNIs). With a legacy spanning over three

decades, the company has served over 18,000 satisfied clients across 217 cities and 25

countries. As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation,

and exceptional client service.

Role Overview

Scheduling client meetings daily for sales, attending phone calls, dealing with client

queries, processing transactions.

Tele-sales by identifying the client's needs and suggesting the product available.

Executing the transactions as requested by clients/ Growth Managers and completing

the same within TAT.

Providing troubleshooting assistance for Transactions, portfolios, and relevant problems

Providing data and analysis to help the sales team.

Responding to clients and Prospects queries.

Manage sales tracking tools, ERP, and CRM systems and report on important

information

Liaise with the growth managers to develop specific sales strategies

Stay up to date with all Mutual funds and Insurance products

Helping the sales team with the presentation and joint calls

Candidate Profile

Graduate in any stream,

Excellent Communication skills

Wealth management experience will be preferred

Freshers are also invited.