RR Finance - Investment Product Coordinator

Job Title: Investment Product Coordinator.

Location: Head Office (with travel to company branches across locations).

Department: Investment / Business Development.

Job Summary:

- The Investment Product Coordinator will be responsible for coordinating with the Head Office and various branch offices to ensure smooth execution, promotion, and growth of investment products.

- The role involves visits to branches, supporting the sales and operations teams, monitoring business performance, and driving business growth targets in line with company objectives.

Key Responsibilities:

- Coordinate between Head Office and Branch teams for investment product strategies, updates, and execution plans.

- Visit branches across different locations to review investment product performance, train branch staff, and strengthen business processes.

- Identify opportunities to increase investment product sales and assist branches in achieving business growth targets.

- Track business performance, analyze sales data, and share insights with management for strategic decisions.

- Assist in planning and executing marketing and promotional activities at branch levels.

- Provide regular reports to management on progress, challenges, and recommendations.

- Build and maintain strong relationships with internal teams and clients to enhance service and customer satisfaction.

Key Skills & Competencies:

- Strong understanding of investment and financial products (e.g., mutual funds, insurance, bonds, etc.

- Excellent communication, coordination, and interpersonal skills.

- Ability to travel frequently across branches.

Qualification & Experience:

- Graduate / Postgraduate in Finance, Commerce, Business Administration, or a related field.

- 3-6 years of experience in investment coordination, business development, or financial product management (preferably in BFSI or investment sector).

- Experience in branch coordination and business growth activities will be an added advantage.