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Marketing Executive Jobs Opening in PESOS FINANCIAL SERVICES LLP at Lake Town, Kolkata

Marketing Executive

PESOS FINANCIAL SERVICES LLP
experience-icon 0 Years
salary-icon Not disclosed
Expired

Posted: 26 Mar 25

Job Description

Overview

We are looking for a Marketing Executive to promote the services of a Chartered Accountant (CA) firm and assist in mutual fund-related activities. The ideal candidate should have strong sales and marketing skills, knowledge of financial services, and the ability to build relationships with clients.

Key Responsibilities

1. Business Development & Lead Generation

  • Identify and generate leads for CA services (taxation, auditing, GST, compliance) and mutual fund investments.

  • Develop relationships with individual clients, businesses, and investors.

  • Conduct client meetings, presentations, and financial consultations.

2. Marketing & Promotional Activities

  • Promote tax advisory, audit, GST filing, and investment planning services.

  • Develop and execute marketing campaigns via social media, email, and networking events.

  • Create marketing materials, brochures, and digital content for client engagement.

3. Mutual Fund Advisory & Client Support

  • Educate clients about mutual fund investments, SIPs, and wealth management strategies.

  • Assist clients in selecting suitable mutual funds based on financial goals.

  • Ensure compliance with SEBI regulations and documentation for investment transactions.

4. Client Relationship Management

  • Provide ongoing support and financial consultation to clients.

  • Address client queries related to taxation, compliance, and investment options.

  • Maintain a database of clients and follow up on renewals and investment updates.


More information about this Marketing Executive Job

Please go through the below FAQs to get all answers related to the given Marketing Executive job

  1. What are the job requirements to apply for this Marketing Executive job position?
    • Ans: A candidate must have a minimum of fresher as an Marketing Executive

  2. What is the qualification for this job?
    • Ans: The candidate can be a Graduate from any of the following: B.Com, BA

  3. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  4. This Marketing Executive is a work from home job?
    • Ans: No ,its not a Work from Home Job.

  5. How many job vacancies are opening for the Marketing Executive position?
    • Ans: There are immediate 1 job openings for Marketing Executive in our Organisation.

Job Particulars

Education B.Com, BA
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id2644809
Job Category Others
Locality Address Lake Town
Country India

About Company

CA Firm & Mutual Fund Services
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