Required Marketing Executive - Kolkata

Overview

We are looking for a Marketing Executive to promote the services of a Chartered Accountant (CA) firm and assist in mutual fund-related activities . The ideal candidate should have strong sales and marketing skills , knowledge of financial services , and the ability to build relationships with clients.

Key Responsibilities

1. Business Development & Lead Generation

• Identify and generate leads for CA services (taxation, auditing, GST, compliance) and mutual fund investments .
• Develop relationships with individual clients, businesses, and investors .
• Conduct client meetings, presentations, and financial consultations.

2. Marketing & Promotional Activities

• Promote tax advisory, audit, GST filing, and investment planning services.
• Develop and execute marketing campaigns via social media, email, and networking events .
• Create marketing materials, brochures, and digital content for client engagement.

3. Mutual Fund Advisory & Client Support

• Educate clients about mutual fund investments, SIPs, and wealth management strategies .
• Assist clients in selecting suitable mutual funds based on financial goals .
• Ensure compliance with SEBI regulations and documentation for investment transactions .

4. Client Relationship Management

• Provide ongoing support and financial consultation to clients.
• Address client queries related to taxation, compliance, and investment options .
• Maintain a database of clients and follow up on renewals and investment updates .

Job Profile : Marketing Executive
Industry : Others