Z-878 | Financial Education Consultant

Industry : Investment/Wealth Advisory

Sub Department : General - Sales & Marketing

Department : Sales & Marketing

: Kherwadi

: Mumbai

: India

: 4 - 4.6 p.a (INR Lacs)

: 1 - 3 Year

Conduct Investment Awareness Program for at least 300 people in a month
The initiative will be management end to end activities by the incumbent
It will involve interaction with Corporates, Institutions, Societies and tie-up for group presentation
Oversees customer outreach programs for assigned geographic areas; strategic communications, and customer engagement tools; and updates tools/plans as necessary
Source target audience for financial awareness program
Responsible for developing and implementing all outreach and marketing activities, campaigns, and strategies to promote programs. This can be done through a combination of personal contacts, brochures, public presentations, special events etc
Establish and maintain effective relationships with local community / administration
Serves as subject-matter expert on sound banking and finance knowledge
Minimum target audience should be 30 noa
Training per session will be for 2 hours
Serves as the lead for customer outreach programs to target audiences in assigned geographic areas and interacts with the public at a variety of outreach events
Responds to public inquiries and provides customer information in a timely and courteous manner; provides appropriate information within the area of assignment; responds quickly and effectively to enquiry, comments or complaints
Other duties as assigned by the reporting manager.

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