Business Development - Financial Planning
Posted on :
14-05-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2838810
Role: Business Development Financial Planning
Company : STEPS Geojit Financial Services.
Job Location: Palakkad
Responsibilities:
Includes but not restricted to
- Follow up leads and enroll new clients
- Tieup with organizations and associations to conduct educative webinars/seminars and other lead generation activities
- Coordinate and conduct other lead generation activities
- Provide timely services and solutions to existing clients
- Coordinate with Financial planners/operations to provide timely service and ensure client satisfaction
- Create Update and report clients/Business status in CRM and other reports.
- Work with planners for getting service renewals from existing clients
PREFER NON TECH QUALIFIED CANDIDATES
Employment Type
Full Time
Key Skills
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