Operations Executive / Sales Manager

The Operations Executive / Sales Manager will be responsible for supporting the Coimbatore branch in delivering seamless client service and sales coordination. This role includes assisting Relationship Managers and the Sales team with both pre-sales and post-sales activities, ensuring operational efficiency and client satisfaction. The ideal candidate will have experience in mutual funds, insurance, PMS, or wealth management, and will be expected to prepare client reports, investment proposals, and product comparison documents with accuracy and professionalism.Bachelors / Masters degree in Commerce, Business Administration, Finance, or any other relevant field.CFA or CFP certification (preferred)0-2 years of experience in sales operation, back-office support, or a related field Proficiency in MS Excel, Tally, CRM platforms, and basic financial toolsKnowledge of Wealth Management, Mutual Funds, PMS, Bonds, Insurance and AIF