Verified Job
Retail / Counter Sales
Sales at Sundaram Finance
Retail / Counter Sales
#223742
Remote / WFH
Job Description
Qualification
Any Degree Age 20 - 35 Years Experience From 0 Years - 0 Months Experience To 5 Years - 0 Months Key Requirement for the Position Make regular service oriented calls to qualified individuals.
File and maintain client documents.
Prospecting and contacting qualified individuals, understand their financial needs, gauge their level of investment interest, schedule appointments or send marketing material.
To Manage clients and provide timely response to their questions and requests Comply with Company policies, procedures and compliance rules and regulations. Complete other tasks as assigned by the Regional Investment Manager and the Head Sales. Job Description To be aware different types of investment products. Gather, organize and prepare marketing material and manage periodic mailings.
Process investment mandates – speak to investors to gather personal, financial information and prepare all necessary investment documents. Obtaining the all mandatory documents from customers. Responding to customer queries and grievances and providing timely information and redressal
Any Degree Age 20 - 35 Years Experience From 0 Years - 0 Months Experience To 5 Years - 0 Months Key Requirement for the Position Make regular service oriented calls to qualified individuals.
File and maintain client documents.
Prospecting and contacting qualified individuals, understand their financial needs, gauge their level of investment interest, schedule appointments or send marketing material.
To Manage clients and provide timely response to their questions and requests Comply with Company policies, procedures and compliance rules and regulations. Complete other tasks as assigned by the Regional Investment Manager and the Head Sales. Job Description To be aware different types of investment products. Gather, organize and prepare marketing material and manage periodic mailings.
Process investment mandates – speak to investors to gather personal, financial information and prepare all necessary investment documents. Obtaining the all mandatory documents from customers. Responding to customer queries and grievances and providing timely information and redressal
