About the job
Key responsibilites:
1. Manage daily office operations and ensure smooth workflow.
2. Coordinate with AMCs, RTAs, and service providers to resolve issues.
3. Maintain accurate client records, CRM updates, and daily reports.
4. Ensure timely completion of client requests and follow-ups.
5. Support client retention and business development through quality service.
Who can apply
Only those candidates can apply who
have minimum 1 years of experience
Salary
₹ 3,80,000 - 8,00,000 /year
Experience
1 year(s)
Deadline
2026-11-29 23:59:59
Other perks
Informal dress code, 5 days a week
Skills required
Sales Management and Sales Support
About Company
Shreeda Investment, established in 2010, is an AMFI-Registered Mutual Fund Distributor (ARN-153499) and SIF-Registered Distributor based in Ahmedabad, Gujarat. We are committed to building long-term relationships with our clients through trust, transparency, and ethical business practices. We offer a range of investment and financial products, including Mutual Funds, Systematic Investment Plans (SIPs), Systematic Transfer Plans (STPs), Systematic Withdrawal Plans (SWPs), Specialized Investment Funds (SIFs), National Pension System, Bonds, Fixed Deposits, IPOs, Demat services, and other investment solutions. Our approach focuses on understanding clients' financial goals, investment preferences, and risk profiles to facilitate informed investment decisions. We believe in client-first service, long-term relationships, and responsible product distribution rather than product pushing.