Sales Coordinator Jobs in Mumbai,Navi Mumbai - Optimum Financial Solutions Pvt. Ltd.
Job Description
Job Description:
- Targeting new clients expending client database
- Build and promote strong, long-lasting customer relationships ,understanding their needs
- Maintaining individual sales records , individual client database , demo schedules , achieved targets
- Day to Day follow up with client through phone & mails
- Scheduling demos of product with client
- Strong written and verbal communication skills
- 1-3 years' quota carrying sales experience
- Any Graduate
- Strong written and verbal communication skills
Job Particulars
About Company
Optimum Financial Solutions Pvt. Ltd. also called as OFSPL is an IT Firm Catering to Financial Intermediaries and was founded in the year 2012 with an Aim to Provide Single Application for All Technology needs of Financial Intermediaries through its Cloud Based Solutions for Wealth Management, Portfolio Tracker, Financial Planning & Customer Relationship Management Modules helping to do business efficiently, avoid Data Duplication and Improve Productivity.
We Started with Excel Based Macros Financial Planning Application in 2012 with the Vision of Launching Both Offline & Online Financial Planning Application. In June 2012 we’d Launched Offline Integrated Financial Planning, CRM & WM Application – Optiplan, which is currently used by more than 400 Financial Planners Across India. In July 2013 we launched Online Cloud Based Integrated Financial Planning Application – OptiCloud which has is getting good response from Corporates. Later we brought Cloud Based Mutual Fund Back Application – OptiMF, which had integration with Both our Offline & Online Financial Planning Applications, thereby achieving our AIM of Providing Single Integrated Financial Planning, CRM & Wealth Management Application to Financial Intermediaries. Website Development was a Add On service for all our clients. And the Mobile Application had been appreaciated by all our clients.
Currently Company has got 2 Cloud Based Application OptiCloud & OptiMF. Both Application are Integrated and thereby through Single Application provider it serve purpose of Financial Planning, providing live valuation for various asset classes, tracking goals and Monitoring Investments assigned to goals.
