Role:

To initiate, maintain and grow the relationship with Clients in Sampadha, thereby adding value to the Client’s business and professional life.

Responsibilities / tasks in job role:

• • Work closely with the Sales and other teams of Sampadha in order to learn Client-base and relevant details
  • Maintain and grow the relationship with the clients
  • Regularly understand the changing needs of the clients and accordingly tie up support from other members of Sampadha
  • Support Client for various requirement and accordingly arrange for solutions from Sampadha
  • Inform and communicate with the clients regularly on all the relevant information
  • Take ethical decisions within the scope of responsibility, to support the business growth
  • Maintain complete data and documentation pertaining to the assigned tasks
  • Exchange and update information for the supervisor and relevant internal members
  • Ensure timely and complete reporting to the supervisor

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Role:

To grow relationship with target customers and introduce/ discuss the products & Services of Sampadha thereby develop business as planned

Responsibilities / tasks in job role:

• • Source potential customers from market and initiate relationship with them
  • Understand needs of the prospects and propose solutions as offered by Sampadha
  • Convert the leads (prospects) to customers and onboard to Client Database of Sampadha
  • Maintain relationship with the customers for developing further network
  • Take ethical decisions within the scope of responsibility, to support the business growth
  • Maintain complete data and documentation pertaining to the assigned tasks
  • Exchange and update information for the supervisor and relevant internal members
  • Ensure timely and complete reporting to the supervisor

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Role:

To grow relationship with identified (HNI & Corporate segment) customers and introduce/ discuss the products & Services of Sampadha thereby develop business as planned

Responsibilities / tasks in job role:

• • Source potential customers from market and initiate relationship with them
  • Understand needs of the prospects and propose solutions as offered by Sampadha
  • Convert the leads (prospects) to customers and onboard to Client Database of Sampadha
  • Maintain relationship with the customers for developing further network
  • Take ethical decisions within the scope of responsibility, to support the business growth
  • Maintain complete data and documentation pertaining to the assigned tasks
  • Exchange and update information for the supervisor and relevant internal members
  • Make recommendations to management /solicit advice from management on client-study, client-preferences for making better decisions in the segment
  • Ensure timely and complete reporting to the supervisor

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Role:

To mine and source relevant information for business, analyze and recommend relevant / useful / accurate information that aids business decisions

Responsibilities / tasks in job role:

• • Source relevant information and data to analyze trends and performance with respect to the financial planning industry
  • Source relevant information and data to analyze trends and performance with respect to existing and new financial products and services
  • Follow and get updated with the rules, regulations, circulars given RBI, SEBI, IRDA, PFRDA, Ministry of Finance, and other major Global Financial markets Regulators
  • Develop useful presentations, inference material for Sampadha management and its clients, so as to utilize them towards business decisions
  • Design reports under the guidance of supervisors on different asset and sub asset classes and disseminate those reports and recommendations to clients over different medium of communication
  • Recommend areas of priority based on indicators and pointers from research
  • Share accurate and complete information / reports for the purposes, as directed by the supervisor
  • Maintain complete data and documentation pertaining to the assigned tasks
  • Ensure timely and complete reporting to the supervisor

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Role:

To create/ develop business material for the purpose of branding, marketing, and business operations related to the products & services of Sampadha

Responsibilities / tasks in job role:

• Work on content and various types of information references as required in Sampadha
• Design content in Telugu i.e blogs, social media posts, audio series, video series from the material given by Supervisors
• Design material that aids branding, marketing and sales, as part of business development in Sampadha
• Introduce latest / market-ready styles and methods of content communication
• Recommend technology and channels that should accelerate market penetration
• Deep-dive in all the required dimensions of relevant information in order to design solutions for the customers as deemed by business in Sampadha
• Take ethical decisions within the scope of responsibility, to support the business growth
• Maintain complete data and documentation pertaining to the assigned tasks
• Exchange and update information for the supervisor and relevant internal members
• Ensure timely and complete reporting to the supervisor

Click here to apply