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Wealth Sales & Advisor - Full Time

Skywings Advisors Private Limited

  • 2 - 3 yrs
  • 30.0 Lac/Yr
  • Hyderabad Bangalore Road
Financial Consultancy Wealth Sales
Job DescriptionRole: PCG- Wealth Sales & AdvisoryCTC: Up to 30 LPAIndustry: Financial ServicesRole Summary:The role involves managing and growing a portfolio of HNI/UHNI PCG clients by offering customised wealth management and investment solutions. This is a revenue-driven role requiring strong relationship management skills and a deep understanding of investment products.Key Responsibilities:Acquire and manage HNI / Affluent clients.Drive revenue through cross-selling and up-selling of wealth products.Offer advisory solutions across:Mutual FundsPMS / AIFStructured ProductsBonds / Fixed IncomeEquity & DerivativesInsurance & Other Investment ProductsBuild long-term relationships and ensure high client retention.Achieve AUM growth and revenue targets.Coordinate with internal product and research teams for customised solutions.Maintain high compliance and regulatory standards.Candidate Profile:Experience: 3+ years with HNI & UHNI client base from the banks, broking or wealth industry with minimum AUM 70cr of wealth.Strong exposure to HNI client handling.Good understanding of capital market products.Proven track record of revenue generation.Excellent communication and negotiation skills.NISM & CFP certifications are preferred.Referrals are highly appreciated.
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Hiring Sales Executive For Bangalore

Sourcetrendz Consulting Private Limited

  • 1 - 4 yrs
  • 4.0 Lac/Yr
  • Bangalore
Communication Sales Kannada Teacher English Language Customer Coordinator Coating Advisor PPF
As a Sales Executive, you will be responsible for generating new leads, closing sales deals, and building strong relationships with clients. Your key responsibilities will include identifying potential clients, understanding their needs, presenting products or services, negotiating contracts, and following up with clients to ensure satisfaction.To excel in this role, you should have at least 1-4 years of sales experience, preferably in a similar industry. A diploma qualification is required for this position. We are looking for a male candidate for this role, with excellent communication and interpersonal skills. You should be results-driven, proactive, and have a strong understanding of sales techniques. The ability to work well under pressure, meet targets, and work independently is essential. Prior experience in B2B sales would be an added advantage. The selected candidate will be expected to work from the office in Bangalore, India.
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  • 2 - 3 yrs
  • 2.5 Lac/Yr
  • Mathikere Bangalore
Educational Counsellor Admission Advisor MS Office CRM Sales Email Support Presentation Skills Educational Sales Inside Sales Convincing Power Target Achievement Lead Generation Cold Calling Revenue Generation
1. Job OverviewEduChampion Services is seeking highly motivated Academic Counsellors to manage student admissions for both domestic and international programs. This role offers a fixed monthly payment plus performance-based incentives for achieving admission targets.The counsellor will guide prospective students through the admission process, provide program information, and ensure smooth enrollment.2. ResponsibilitiesCounsel prospective students for domestic and international programs offered by EduChampion Services.Generate and follow up on student leads from personal networks and company-provided sources.Maintain accurate records of inquiries, leads, and admissions.Coordinate with the admissions team to ensure timely completion of enrollments.Maximize admission conversions to increase personal incentives.
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  • 0 - 3 yrs
  • 4.0 Lac/Yr
  • Bangalore
Marketing Corporate Sales Inside Sales Negotiation Skills Problem Solving Client Management Pressure Handling Customer Communication Sales
Key Responsibilities:Customer Engagement and Relationship Management: Serve as the primary contact for strategic clients, providing bespoke,value-driven solutions. Formulate and implement an effective customer engagement strategyto enhance customer satisfaction and retention.Order Acquisition: Engage with prospective and existing clients to promote factori.com'ssolutions and secure product orders. Apply persuasive communication and negotiation skills to drive successfuldeal closures.Strategic Account Growth: Collaborate with different teams within the company to uncovergrowth opportunities within existing strategic accounts.Develop and implement plans to foster business expansion with key clientsand boost customer lifetime value.Data Analysis and Insights: Harness data to monitor customer success metrics, discern trends, andapply insights to enhance customer experiences. Prepare regular reports for senior management, offeringdata-backed suggestions for continuous improvement.Client Advocacy: Represent the voice of the customer within the organization, advocating fortheir needs and influencing product and service improvements.Requirements: Bachelor's degree in business, marketing, or related field. A Master'sdegree is preferable. Excellent communication and interpersonal skills with a knack for buildingstrong relationships at all levels. Proven track record in driving customer satisfaction, retention, andrevenue growth. Data-driven mindset with proficiency in using data and insights forstrategic decision-making. Proven ability to secure orders and meet sales targets.Join us at factori.com and play a vital part in the procurement revolution resonating withquality and trust worldwide. We provide an equal opportunity environment and inviteapplicants from diverse backgrounds. If you are ready for an exciting challenge andmeet the requisite skills, we encourage you to apply. Please submit your resume and acover letter outlining your relevant experience and vision for contributing to our missionas the Assistant Manager of Business Development
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Customer Advisor Fresher

1 POINT 1 Solutions

  • 0 - 6 yrs
  • 3.5 Lac/Yr
  • Bangalore
Sales Process Customer Relationship Customer Handling Good Communication Skills Customer Care
Openings for Voice and Semi Voice ProcessLevel: CRE / Senior CRE L1 / L2Education QualificationMinimum 2nd PUC / 10+2 and aboveWork experienceFresher / ExperienceJob DescriptionGood communication skillsCandidate should have experience in end to end sales till closer.Preferred cold calling sales experience.Outbound and inbound processCalling on shared data bases by client.Patch customer with partner manager of the ClientShould be able to manage the orders by interacting with customersSalary Range15000 to 30000 Per month + IncentivesShift TimingDay Shift (8:00 to 9:00 any 9 hours)Interview timing9:30 AM to 4:30 PMContact Number: 8147608770 / 8310707317
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Service Advisor

PPS Mahindra

  • 0 - 6 yrs
  • 4.0 Lac/Yr
  • Nagavara Bangalore
Customer Relationship Co-ordinator
Key ResponsibilitiesCustomer Interaction: Greet customers warmly and assess their vehicle issues by asking questions and conducting visual inspections or road tests.Service Recommendations: Provide informed recommendations for necessary repairs and maintenance based on customer concerns and vehicle performance data.Estimation Preparation: Prepare detailed service estimates that outline the scope of work, parts, labor costs, and timelines, ensuring transparency for the customer.Scheduling Appointments: Manage service appointments efficiently, coordinating with technicians to optimize workflow and minimize customer wait times.Documentation Management: Ensure accurate documentation of customer interactions, service history, and vehicle records in the dealerships management system.Follow-Up Communication: Maintain proactive communication with customers regarding the status of their vehicle service, providing updates on repairs and any additional findings.Problem Resolution: Address customer complaints and concerns promptly and professionally, working to resolve issues to the customers satisfaction while adhering to company policies.Required Skills and QualificationsCustomer Service Skills: Excellent interpersonal and communication skills to effectively interact with customers and understand their needs.Automotive Knowledge: A strong understanding of automotive technology and repair processes to provide accurate information and recommendations.Organizational Skills: Ability to manage multiple tasks, appointments, and customer interactions efficiently.Technical Proficiency: Familiarity with dealership management systems and service scheduling software is beneficial.
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  • 0 - 4 yrs
  • 3.3 Lac/Yr
  • Bangalore
Good Communication Skill Sales Advisor Sales Associate Sales Assistant Sales Marketing Executive Business Development Executive Sales Executive Business Development Associate Lead Generation
Research and identify new market opportunities. Meeting with prospective clients, understand his/ her requirement and explained projects. Accompany the customer for site visits & display property to them. Contacting potential clients via email or phone to establish rapport and set up meetings. Creating informative presentations; presenting and delivering information to potential clients at client meetings, industry exhibits and conferences. Able to professionally and confidently communicate with Customers.
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Human Resource Management Recruitment Development Advisor Team Leader Project Leader Personal Development Online Training Networking Digital Marketing Presentation Skills
You are looking for work from home opportunity, so this is the right platform for you This is a women-based communityWe have multiple profiles available hereAdvisor, Recruiter, Team leader and Project leader. Earning potential: 12k - 25k per monthTiming: 3h - 4h (flexible) Requirements----Name: Age: 18+Education: Any degreeState:Candidates should be Freshers, Experienced, Housewives, Students. If you are interested, please contact here immediately... WhatsApp 9999231767Note: We need serious, passionate and motivated candidates who can grow with us.
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Wealth Rm - Investment Portfolio Advisor

PL Info Consultancy & Services

Exp in Selling Wealth Products MF PMS AIF SIP Insurance
Job Openings for 50 Wealth RM - Investment Portfolio Advisor Jobs with minimum 4 Years Experience in Bangalore, Hyderabad, Mysore, Manglaur, Vijayawada, Visakhapatnam, having Educational qualification of : Other Bachelor Degree with Good knowledge in Exp in Selling Wealth Products MF, PMS, AIF, SIP, Insurance, NISM 5 Mandatory etc.
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Fashion Consultant (female Only)

Tailortech Private Limited

Fashion Styling Fashion Advisor Fabric Knowledge Garment Designing Apparel Designer
Fashion ConsultantFashion Consultant Responsibilities: Listening to the client's needs and understanding their individual personality. Providing tailored advice on individual pieces, whole outfits, colors, styles, and fabrics that will suit the client's preferences, style, body type, and price range, as well as the occasion they're dressing for. Selling merchandise and increasing sales for the company. Remaining up to date with current fashion trends and principles. Updating your portfolio of looks and trends to reflect seasonal fashion changes and to develop new outfits and recommendations for clients. Generating and pursuing leads to grow your client base. Following up with clients via phone or email and answering requests and questions.Fashion Consultant Requirements: Minimum Diploma In Fashion Designing. Minimum of 2 years experience in retail or a fashion-related position. Strong working knowledge of fashion trends, designers, and brands. Excellent communication, sales, and customer service skills. Good organizational and time management skills. Strong networking and social media skills. Willingness and ability to travel to client locations.
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  • Fresher
  • 4.0 Lac/Yr
  • Bangalore
Degree in Management Candidates From Bangalore Are Preferred
1. Identifying, reaching out to potential prospects, create awareness of products and their applications of FLOW-3D CFD (Computational Fluid Dynamics) software in different industries such as automotive, foundries aerospace, dams (water), bio medical and other engineering industries.2. Generation of product enquiries.3. Planning, marketing and promotion using social media and other methods for different applications in industries and potential geographical areas.4. Market research and forecasting the demand in different industries and zones for the products.5. Analysing market requirement and defining strategies for business development to increase revenue.6. Data analysis for suitable marketing activities.7. Use of effective marketing tools for follow up of enquiries.8. Follow up for procurement of purchase order upon submission of quotation.9. Issue of proforma invoice and obtaining payments before supply of goods.10. Participation in exhibitions, seminars, and conferences.
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Executive - Client Support

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.
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Hiring Freshers || Legal Consultant

Talentoria Global Solutions

  • 0 - 5 yrs
  • 7.0 Lac/Yr
  • Bangalore
Legal Services Legal Compliance Legal Representative Legal Documentation
We have vacant of 20 Legal Advisor Jobs in Bangalore, for Freshers Educational Qualification : Higher Secondary Skill Legal Services, Legal Compliance, Legal Representative, Legal Documentation etc.
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Customer Management Stock Control Team Coordinator Staff Management Complaint Handling Inventory Manager Client Billing Customer Focus Hygiene Manager Salon Beauty Advisor Hairstyling
Job titleSalon Manager (Men's Grooming)Skills and Qualifications:Proven experience in salon management or a similar role.Freshers with a passion for men's grooming are encouraged to apply.Flexible and able to work 8-hour shiftsStrong leadership, communication, and interpersonal skills.Candidate should know speaking basic Kannada,Tamil,Hindi & English.Excellent customer service and problem-solving abilities.Ability to manage a team and motivate staff.Basic Knowledge of salon operations, hygiene standards, and inventory management.Basic marketing and promotional skills.Familiarity with relevant salon equipment and products is preferable.ResponsibilitiesOversee daily operations:Manage the salon's day-to-day activities, including opening/closing, scheduling, inventory, and ensuring a smooth workflow.Monitor employee performance, provide feedback, and address any performance issues.Customer Service:Oversee the customer experience, handle complaints,ensure high levels of customer satisfaction and maintaining a welcoming atmosphere.Financial Management:Handling all aspects of billing,managing invoices,Track salon earnings, manage expenses, and maintain records of transactions.Inventory Management: Maintain inventory of salon products, order supplies, and manage stock levels.Hygiene & Safety: Ensure the salon maintains high standards of cleanliness and complies with hygiene standards and safety regulations.
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  • 0 - 6 yrs
  • Koramangala Bangalore
Financial Planning Skills Customer Service Insurance Sales Insurance Marketing Insurance Life Insurance General Insurance
We are recruiting mature, networked individuals (aged 40+) who want to build a peaceful, dignified second career as Financial Advisors.Ideal for:Retired BankersHousewivesTeachersProfessionals looking for flexible work from home or part-time models Full training provided Office Support Koramangala Income through commissions + incentives Work your way, grow your legacyLocation:Bangalore Flexible (Hybrid Work) Contact:Subramanyan K P 7337783120 subbasastri@gmail.com
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Communication Skills Quick Learner Positive Attitude Team Building
A Kotak Life Advisor role offers the opportunity to start your own business and provides learning avenues for career growth. The role involves setting up a business from home, indicating a focus on entrepreneurial spirit. The process involves submitting documents, filling out a form, and paying fees. The company seems to offer support and training for the role. and we are Looking House Wife, Students, Retired Persons, VIP, Buisness man
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Handle Customer Queries Via Calls Emails Refunds Complaints in Timely Manner Coordinate With Delivery Partners and Restaurant Partners to Ensure Smooth Operations Resolve Order-related Issues
Customer Advisor - Mantri Commercio - Tower A 2nd Floor Standalone Building in Marathahalli - Sarjapur Outer Ring Road, Bangalore
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Project Lead - Finance Solutions

Alison Charles Consultant

Financial Modeling Good Stakeholder Management Skills INDAS (Indian Accounting System) Strong Project Management Skills Experience in Accounting Advisory Services Project Management
Required Skills: Financial Modeling, Good stakeholder management skills, INDAS (Indian Accounting System), Strong Project Management skills, Experience in Accounting Advisory ServicesWork Mode : ONSITEWorking Day : 5Locations : Bangalore, Delhi NCR Mandatory Criteria (Can't be neglected during screening) : The candidate should mandatorily be from one of the Big 4 companies (Deloitte, PwC, KPMG, and EY). Atleast 2 years of their overall experience needs to be from within the Big 4. Candidate MUST have experience in Project Management and Program Management - Mandatory. Candidate should have experience in Accounting Advisory Services. Interaction with Technical stakeholders. Candidate must be having Strong command of Ind AS / IFRS/ GAAP and financial reporting frameworks. Candidate should have Strong proficiency in Excel and financial modelling & comfort with modern finance software. Candidate having Familiarity with finance automation tools (e.g., Blackline, Trintech, Anaplan) will be preferred.________________________________________DescriptionRole OverviewWe are seeking a dynamic Project Lead / Assistant Manager to join our Finance Solutions team. This role is ideal for professionals with Big 4 Accounting Advisory experience who are looking to bridge the gap between finance and technology.You will work at the intersection of finance, product, and engineering, helping clients automate their finance operations while contributing to the development and evolution of our platform.Key Responsibilities Lead and support client implementations, acting as a bridge between finance and product teams Translate complex finance and accounting requirements into clear, actionable product specifications Leverage your advisory experience to co-develop automation workflows for reconciliation, book closure, AR/AP, and other finance functions Provide deep expertise on Ind AS / IFRS/ GAAP and contribute to product design for compliance and reporting features Partner with product managers and engineers to refine platform modules based on industry best practices Contribute to internal knowledge base, finance playbooks, and training resources Mentor junior finance solution analysts and ensure consistency in delivery quality Participate in roadmap discussions for finance automation product capabilitiesRequired Qualifications 3-6 years of experience in Accounting Advisory Services at Big 4 firms Strong command of Ind AS / IFRS/ GAAP and financial reporting frameworks Proven ability to simplify and solve complex accounting challenges in practical ways Excellent communication and stakeholder management skills Strong proficiency in Excel and financial modelling; comfort with modern finance software Ability to work in a fast-paced, cross-functional, and agile environmentPreferred Qualifications Experience in a SaaS or fintech environment Familiarity with finance automation tools (e.g., Blackline, Trintech, Anaplan) Understanding of data integration, APIs, and business intelligence tools (e.g., Power BI, Tableau) Experience working closely with product, engineering, or data teams Hands-on exposure to finance systems implementations or automation tools Prior involvement in finance transformation, ERP implementation, or reconciliation optimization projectsWhat We Offer A chance to shape the future of finance automation Opportunity to work with a high-calibre, multidisciplinary team Competitive compensation and fast growth trajectory Exposure to innovative fintech use cases across diverse industries A collaborative, open, and meritocratic work cultureSalary : 22 to 27 Lakhs per annum
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  • 2 - 5 yrs
  • Bangalore
GOOD CMUNICATION in ENGLISH Kannada
A Legal Advisor's job description typically focuses on providing legal guidance and support to organizations or individuals, ensuring compliance with laws and regulations, and mitigating legal risks. Key responsibilities include drafting and reviewing contracts, offering advice on legal disputes, and representing clients in negotiations. They also perform legal research, analyze legal issues, and may manage external legal services
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  • 5 - 10 yrs
  • 20.0 Lac/Yr
  • Bangalore
Financial Planning Client Relationship Business Development Wealth Manager Wealth Advisor Wealth Planning Officer Relationship Manager Wealth Management
Industry: Personal Finance/Financial PlanningKEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally) and listening skills.5. Ability to convincingly put across ideas, both orally and in writing6. Detailed understanding of MS Office Excel, Power point and Word7. Attention to detail.8. Travel within the city and sometimes outside.
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Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor BFSI Leadership Financial Reporting Analytical Ability Analytical Skil Sales
JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)
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  • 5 - 8 yrs
  • 10.0 Lac/Yr
  • Bangalore
Client Management Client Manager Client Servicing Financial Planning Wealth Manager Relationship Advisor Insurance Sales Customer Relationship Interpersonal Skills Problem Solving
Location: Bangalore /Education: Post GraduateIndustry: Financial Services / Personal FinanceJob description: Identify potential clients through networking, and lead generation. Conduct thorough needs analysis to recommend appropriate insuranceproducts. Present insurance policies to clients, explaining features, benefits, and costs. Build and maintain strong relationships with clients, ensuring a high level ofcustomer satisfaction. Handle client queries post-sales support. Stay updated on the latest insurance products, industry trends. Provide clients with detailed information on various insurance policies, includinglife, health, and general insurance.Applicant Requirements: Proven experience in insurance sales or a similar role. Excellent communication and interpersonal skills. Strong negotiation and problem-solving abilities. Ability to work independently and as part of a team. Relevant certifications (e.g., IRDAI certification). Knowledge of financial planning and wealth management preferable
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Recruitment Development Bulk Hiring Talent Acquisition Corporate HR End to End Recruitment Interviewing Candidates Advisor Project Lead Network Marketing Social Marketing Digital Marketing Recruitment Advertising
You are looking for work from home opportunityWe have multiple profilesEarning potential : 12k - 25kTiming: 3h - 4h (flexible) Requirements----Name: Age: 18+Education: Any degreeState:Candidates should be Freshers, Experienced, House wives, Students. If you are interested please contact here immediately... whatsApp 9999231767Note: We need serious, passionate and motivated candidates who can grow with us.
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  • 1 - 7 yrs
  • 4.0 Lac/Yr
  • Nagavara Bangalore
Good Communication Skills Customer Facilitator
Customer Service: Providing excellent customer service by accurately assessing vehicle issues and delivering the car on time. Explaining repair options and coordinating the service process. 1Communication: Communicating effectively with customers about repair needs and status updates. Preparing accurate cost estimates for body work and repairs. 1Scheduling: Managing scheduling, quotes, and billing for body shop services. 1Records Management: Keeping records of repair orders, invoices, and customer interactions. 1Technical Knowledge: Knowledge of body shop operations and vehicle repair processes. 1Software Proficiency: Proficiency in relevant software for scheduling and billing. 1
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