Growth Co-ordinator

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.

Job Description: Growth Co-ordinator

Role Overview
• Scheduling client meetings daily for sales, attending phone calls, dealing with client queries, processing transactions, and managing the client’s portfolio as and when necessary.
• 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.

Compensation & Location
Salary: ₹30,000 – ₹40,000 per month
Location: Goregaon