Growth Co-ordinator

Naikwealth; Mumbai; On-site; INR 279,000 - 390,600; Full time

Job summary

A leading financial services firm in Goregaon is seeking a Growth Co-ordinator to manage client meetings, assist in tele-sales, and provide support for transactions. The ideal candidate will have excellent communication skills and a background in wealth management is preferred. Freshers are also welcome to apply. This role offers the opportunity to be part of a dynamic team focusing on high-net-worth clients.

Qualifications

• Graduate in any field.
• Excellent communication skills required.
• Wealth management experience preferred but not necessary.

Responsibilities

• Schedule client meetings and respond to queries.
• Manage sales tracking tools and provide data analysis.
• Assist sales team with presentations and client interactions.

Skills

Excellent Communication skills

Client management

Sales tracking

Data analysis

Education

Graduate in any stream

Tools

ERP systems

CRM systems

Job description

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). 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

Location

Goregaon