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Growth Coordinator - Wealth, Skills to be a good growth coordinator,…
Growth Coordinator - Wealth
Skills to be a good growth coordinator
Knowledge about the product
Team Work
Communication
Empathy
Leadership
Situational awareness
Problem solving
Decision Making
Mental Toughness
Good Memory
Good organizational skills
Focus
Escalation Matrix
No reply from the client to calls and texts
Inform the Growth Manager
The client picks the call but does not give a meeting
The client offers a valid reason
Thank the client, and reach out to him accordingly
The client does not offer a valid reason
Inform the Growth Manager
Operational Queries
Do the GM have a CEM?
Yes
Inform the CEM
No
Is the GM working?
Yes
Inform the GM
No
Is the query urgent?
Yes
Inform the Operations Head / Team
No
Inform the GM
Monthly Client Data Update
Fill MS Form - MF Queries
Organizational / Process Feedback
Head - Growth
Growth Coordinator
SPOC
Growth Manager
Operations
Investor
Clients
16 Meetings a Week
Writing Minutes
Setting Up The Meeting
WhatsApp Channel
Growth Coordinator
Investor
Operations
Team Leader
Growth Manager
1996
2000
AUM = Rs 60 Lakhs
2010
AUM = Rs 318.9 Crores
2016
AUM = Rs 614 Crores
2022
AUM = Rs 2,308 Crores
Started Mutual Fund Business