Growth Co-ordinator (Insurance)

Company Profile:

Naik Insurance Broking Pvt. Ltd. is a new arm of well-known Naik wealth group. Naik Insurance Broking (NIB) is equipped to provide well evaluated, wide range of risk coverage and agreed risk transfer solutions for individuals, professionals, industries and corporates.

Job Description: Growth Co-ordinator (Insurance)

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