PrimeIdea Ventures

PrimeIdea Ventures Risk & Wealth Management Company

Is a nominee the final owner of your assets?No.A nomination alone may not guarantee ownership. Other legal heirs may sti...
03/08/2026

Is a nominee the final owner of your assets?

No.

A nomination alone may not guarantee ownership. Other legal heirs may still challenge the claim, leading to delays, disputes and unnecessary stress for your family.

The solution is clear: write a legally valid will and register it properly.

A well-drafted will records exactly who should receive your assets and helps ensure that your wishes are carried out smoothly.

Primeidea Ventures now provides structured support for will writing, registration and succession planning.

Protect your nominee. Protect your family. Protect your legacy.

Connect with Primeidea Ventures to begin your succession planning today.

Call +91-8141027000

LegacyPlanning WealthProtection AssetProtection FamilyWealth LegalHeirs Nominee Beneficiary WillPlanning IndianSuccession EstatePlanningIndia FamilyProtection ProtectYourFamily ProtectYourLegacy FinancialAwareness PrimeideaVentures

05/07/2026

Your finance career deserves more than routine work—it deserves real client impact.

Now Hiring: Product Specialist
📍 Vadodara, Gujarat

🚀 Grow your expertise in wealth management and client advisory

📊 Work closely with clients to explain mutual funds and investment options

🤝 Support meaningful conversations alongside the sales team

📚 Build your learning curve in a focused financial services environment

✅ Ideal for candidates with 1–3 years of relevant experience and NISM certification

📩 Send your resume to [email protected]

12/04/2024

`Job Title: Office Assistant (Sales Support Focus)`

Department: Sales

Reports To: CEO

`How to Apply:`
Email: [email protected]
Whatsapp +91-8141027000

`Summary`

This role provides crucial administrative, organisational, and sales support functions essential to the efficient operations of our sales team. The ideal candidate possesses excellent communication skills, is highly organised, and demonstrates the ability to prioritise and manage multiple tasks simultaneously. This role directly contributes to lead management, appointment generation, target tracking, creating presentations, and fostering strong customer relationships.

Key Responsibilities

`Lead Management`
1. Maintain up-to-date and accurate lead records in the company CRM system.
2. Qualify leads through initial outreach (phone, email).
3. Schedule appointments and demonstrations for potential clients.
4. Track and report on lead conversion rates.
`Appointment Creation`
1. Coordinate calendars and schedules for sales team members.
2. Schedule client meetings, ensuring all necessary materials and resources are prepared.
3. Book travel arrangements and accommodations as needed.
`Coordination with Sales Team`
1. Facilitate effective communication between sales team members, clients, and other departments.
2. Assist with sales presentations, proposals, and document preparation.
3. Attend sales meetings to record minutes and action items.
`Target Vs. Achievement Monitoring`
1. Collect and track sales performance data.
2. Generate regular reports on sales targets, achievements, and key performance indicators (KPIs).
3. Assist in identifying areas for sales growth and improvement.
`Assisting Management Team`
1. Provide general administrative support to the sales management team.
2. Draft correspondence, reports, and other documents as needed.
3. Coordinate special projects and initiatives as assigned.

`Customer Relationship Management`
1. Act as a liaison between customers and the sales team, addressing inquiries and resolving concerns.
2. Provide sales support by processing orders, tracking shipments, and managing customer accounts.
3. Contribute to after-sales services to enhance customer satisfaction and retention.
`Creating PowerPoint Presentations`
1. Design and develop visually appealing and informative PowerPoint presentations for sales and marketing purposes.

`Requirements`

`Education:`
1. Any graduate or postgraduate degree. Higher preference will be given to candidates who are management graduates.
2. 1-2 years proven experience in an administrative or sales support role.
3. Excellent organisational and time-management skills.
4. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
5. Experience with CRM systems is a strong advantage.
6. Strong interpersonal and communication skills (both written and verbal).
7. Customer-oriented mindset with a focus on providing exceptional service.
8. Demonstrated ability to work independently as well as within a team.
9. Nature: Calm and composed with a high maturity level.
10. Age: Female candidates between the age group of 30 to 45 years.

`Compensation: Salary package between Rs. 1,80,000 to Rs. 2,40,000`

`Job Location: Atladara, Vadodara`

`Office Timing: 9 AM to 6 PM`

Navigating the Surge: India's Equity Triumph in 2023Discover how India's BSE Sensex soared amidst global trends, achievi...
04/01/2024

Navigating the Surge: India's Equity Triumph in 2023
Discover how India's BSE Sensex soared amidst global trends, achieving a remarkable 8.90% growth this year. Dive into the details:

India Stands Tall: In the recent global equity index performance, India’s BSE Sensex showed resilience with a yearly uptick of 8.90%, showcasing a strong 3-year growth of 23.80%.

Global Context: Comparatively, India's growth is robust, outpacing several other economies in the one-month and six-month periods, reinforcing its potential as a lucrative market for investors.

Invest with Confidence: At Primeidea Venture, we guide you through these dynamic markets. Let's capitalize on these insights for your portfolio.

✉️ Contact Mansi Chokshi at [email protected]
📞 Call us at 6351 957 027

"Saving money is good, and investing money is even better."Double your money's worth ☎️ +91-8141027000 🌏 https://G.Page/...
25/08/2023

"Saving money is good, and investing money is even better."

Double your money's worth

☎️ +91-8141027000

🌏 https://G.Page/PrimeIdea


PrimeIdea Ventures

"Do not accrue charges you cannot pay in cash. Avoid debit and credit cards if possible. Focus first on necessities like...
23/08/2023

"Do not accrue charges you cannot pay in cash. Avoid debit and credit cards if possible. Focus first on necessities like housing, food and transportation." - Suze Orman.

Talk necessities first

☎️ +91-8141027000

https://G.Page/PrimeIdea


PrimeIdea Ventures

🇮🇳 "Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money b...
23/08/2023

🇮🇳 "Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this."
- Dave Ramsey.

Peace of mind awaits

☎️+91-8141027000

https://G.Page/PrimeIdea


PrimeIdea Ventures

For every dream your child dares to dream, let your SIP be there to make it real. Small steps today shape big futures to...
17/08/2023

For every dream your child dares to dream, let your SIP be there to make it real. Small steps today shape big futures tomorrow. Start their journey now. Contact +91-8141027000 or visit https://G.Page/PrimeIdea to begin securing your child's dreams with an SIP.

"Do not wait; the time will never be 'just right'. Start where you stand, and work with whatever tools you may have at y...
16/08/2023

"Do not wait; the time will never be 'just right'. Start where you stand, and work with whatever tools you may have at your command, and better tools will be found as you go along." - Napoleon Hill.

Let's start the journey together

☎️ #8141027000

https://G.Page/PrimeIdea

जिस व्यक्ति ने कभी हार नहीं मानी, वह कभी हार नहीं सकता।जिस दिन आप हार मान लेते हैं, वह दिन आपका अंतिम दिन है।सफलता का को...
15/08/2023

जिस व्यक्ति ने कभी हार नहीं मानी, वह कभी हार नहीं सकता।

जिस दिन आप हार मान लेते हैं, वह दिन आपका अंतिम दिन है।

सफलता का कोई रहस्य नहीं है। यह बस एक दृष्टि, एक जुनून, और एक अदम्य इच्छा है।

Happ Indipendence Day...

https://G.Page/PrimeIdea

#8141027000

Address

PrimeIdea Ventures, 306-307, V3 LandMark, Opp Atladara Railway Crossing Atladara-Padra Road
Vadodara
390012

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