OPTIMUS CAPITAL jobs - Sales Coordinator
Sales Coordinator
Fresher
10,000 - 18,000 Per Month
Posted:
10 Months ago
Views:
Applications:
Openings:
1
Job Description
We are seeking highly motivated and passionate Sales Coordinator to join our team. The successful candidate will be responsible for managing and growing relationships with our high-net-worth clients, providing tailored financial advice, and ensuring exceptional client satisfaction. This role requires a deep understanding of financial markets, investment strategies, and a passion for delivering high-quality service.
Key Responsibilities:
- Build and maintain strong, long-term relationships with HNI clients.
- Provide personalized wealth management solutions, including mutual funds, insurance, tax planning, equity advisory, and PMS.
- Conduct regular portfolio reviews and provide clients with investment insights and recommendations.
- Understand clients' financial goals and risk tolerance to tailor investment strategies accordingly.
- Stay updated with market trends and developments to proactively inform clients about new opportunities.
- Collaborate with internal teams to ensure seamless service delivery and address any client concerns promptly.
About Company
Optimus Capital is an AMFI / IRDA registered independent financial & wealth management firm based out of Jaipur-Rajasthan, dedicated to providing exceptional financial services to High Net worth Clients, Corporate Houses, Institutional Investors, Non-Resident Indians (NRIs) with the sole objective of helping investors meet their financial aspirations and goals. Our expertise spans mutual funds, Insurance, Tax planning, Equity advisory, Structured Products, Fixed Income Instruments, Credit Solutions, AIF & PMS. We are committed to helping our clients achieve their financial goals through personalized and innovative solutions.
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