Back Office Sales Executive

About the Role

At SDG Financial Services, the Back Office Sales Executive plays a crucial role in client onboarding, explaining investment products, and supporting the sales team to ensure superior customer experiences. The role demands a mix of administrative efficiency and active client engagement focusing on financial solutions such as Mutual Funds, Demat accounts, and other offerings.

Key Responsibilities

• Assist new clients through onboarding steps including document handling and KYC verification to ensure smooth account creation.
• Explain in detail various financial products to customers such as Mutual Funds, Demat accounts, SIPs, and other investment plans, highlighting their benefits and processes.
• Support sales by maintaining accurate records of client interactions and follow-ups in CRM software.
• Manage client documentation effectively while adhering to regulatory compliance.
• Prepare and distribute informational materials including brochures, reports, and investment summaries.
• Build and nurture client relationships by responding timely to queries and keeping them updated with new products, market trends, and services offered by SDG.
• Collaborate with internal teams to facilitate smooth client servicing and contribute insights in team discussions regarding client needs.

Additional Information

The role offers attractive incentive schemes, opportunities for new learning, and prospects for career advancement within the company.