Key Responsibilities:
Interact with customers to understand their financial requirements and provide appropriate solutions.
Maintain regular follow-ups to ensure high customer satisfaction and engagement.
Coordinate with banks, NBFCs, and AMCs for processing financial products.
Manage documentation, approvals, and status tracking across institutions.
Assist the sales team in converting leads into business opportunities.
Prepare proposals, presentations, and product comparisons for clients.
Ensure timely processing of applications, disbursements, and investments.
Track and resolve any operational or service-related issues.