Relationship And Operational Executive - Sany, India - Green clover

Description

OnboardMFDs who confirm the subscription for FINEXA by initiating therequisite process2)

Handhold MFDs on the usage of Finexa tillthey are comfortable with all the features3)Arrange and execute training of FINEXA forthe investors of MFDs4)Engage in periodical interaction with MFDsseek feedback/ suggestions forimprovement/enhancements and build longtermrelationships enabling retention5)Ideate with the Marketing Team at FINLABS todecide relevant Webinar topics for MFDsonquarterly frequency intervals and alsotake the lead for organising the same6)Design and drive Referral Programs for MFDsto increase adoption of FINEXA7)Obtain Testimonials on FINEXA fromsubscribed MFDs that will be used by marketingteam8) Improveengagement with subscribed and potential MFDs by creating a regularWhatsappBroadcast in the followingmanner:

NEWS Curation(Weekly) Educational Content(Fortnightly)Operations9)Track & resolve MFDs queries/complaints and ensure their closure with TATs in closecoordination with FINEXA developmentteam10) Periodicallytest the system review the features vis vis competition lookout forgaps andscope the enhancement in Finexa tokeep it uptodate11)Browse BSE Star/NSE NMF/MFU for updates totheir platform and line up those tobeintegrated within FINEXA in coordinationwith respective platforms12)Keep yourself updated on the process& regulatory changes in wealth management spaceforthe purposes of upgrading FINEXAaccordingly.

13)Followup for fee renewals from MFDs who havesubscribed to thesystem

mutualfunds,onboarding,subscriptions