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12/09 Kashbi
Owner at COE Solution

Views:25 Applications:10 Rec. Actions:Recruiter Actions:0

Assistant Manager - Sales Support - Investment Management &Advisory Firm (2-5 yrs)

Mumbai Job Code: 291646

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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