Assistant Manager - Sales Support - Investment Management &Advisory Firm (2-5 yrs)
Candidates must have experience in making PPT presentation
Candidates may need to travel occasionally
Role and Responsibilities
Marketing Support:
- Update Existing collaterals/ presentations on defined frequencies
- Updating monthly databases
- Providing distributors with monthly updates in required format
- Preparing new/customized collaterals reports for external/ internal stakeholders
- Preparation of Competitive Analysis Report - PMS, MF
- Digital Marketing tool - Required to run digital email campaigns
Sales Support:
- Required to generate reports from Multi-Act system - Wealth Spectrum & In-house systems
- Co-ordination of Calls/ Meetings with Prospects/ clients & concerned teams (Fund Managers or Research)
- CRM Tool - Able to effectively use and manage the CRM Tool
Database Management:
- Sales Database: Leads, Prospects & Clients through CRM
- Marketing Database: Collaterals Management
Preparation of Reports
- Assisting in preparation of reports: Board Presentations, MIS Report, Client Reports
Qualifications and Education Requirements
Required Skills:
- Minimum qualification: Graduate from premier college
- Preferred Experience of 3-4 years in financial markets
- Basic Knowledge of stock market
- Good English Communication skills
- Possess Basic Microsoft knowledge
- Keen Interest to continuously learn about stocks, asset allocations, economy
- Eager to upgrade & grow
- Action Oriented
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