Customer Support - Institutional Sales Professional

This role involves providing exceptional customer support to institutional clients while assisting the sales team in managing client relationships and achieving sales targets. The ideal candidate will possess strong communication skills, a proactive approach to problem-solving, and a keen understanding of financial markets.

Key Responsibilities:

Provide timely and accurate responses to client inquiries via phone, email, and other channels.
Assist the sales team in preparing client presentations and proposals.
Maintain accurate client records and documentation.
Resolve client issues and escalate complex problems as needed.
Collaborate with internal teams to ensure client satisfaction.
Support the sales team in identifying and pursuing new business opportunities.

Requirements/Qualifications:

2 to 7 years of experience in customer support or sales.
Strong communication and interpersonal skills.
Excellent problem-solving abilities.
Ability to work independently and as part of a team.
Proficiency in Microsoft Office Suite.
Knowledge of financial markets is a plus.

About the Company:

Parag Parikh Financial Advisory Services Ltd is a financial services firm dedicated to providing investment solutions and advisory services. The company focuses on delivering tailored strategies to meet the evolving needs of its clients in the financial sector.