An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Job Description
Provide sales support for business development and client servicing.
Attend client meetings along with the sales team and assist with discussions, follow-ups, and relationship management.
Coordinate with internal departments for client requirements, documentation, and timely execution.
Support the promotion of wealth management products, including equity, mutual funds, insurance, and other financial products.
Maintain client databases, sales reports, MIS, and business trackers.
Skills
InsuranceAfter Sales ServiceSales ServiceFinancial ServicesSalesClient ServerNBFCAfter Market ServiceSalesWealthWealth ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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