Array ( [0] => finance-manager [1] => meerut ) financial manager Jobs in Meerut,finance manager Job Vacancies in Meerut Uttar Pradesh
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Finance Manager Job Vacancies in Meerut

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Opening For Wealth Manager

Multistrato Capital Advisor Pvt Ltd

  • 2 - 7 yrs
  • 8.0 Lac/Yr
  • Meerut
Financial Products Product Sales Finance Advisor HNI Acquisition HNI Client Handling Customer Care Assistant
Position: Wealth Manager (Certified: NISM XA & XB)Location: MeerutEmployment Type: Full TimeAbout the JobFydaa (unit of Multistrato Capital Advisors Private Limited) is a wealth-inclusive Bharat initiative to make a difference in our clients lives and financial well-being.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Our commitment and main objective are to deliver personalized, independent financial advice to each of our clients. As a Wealth Manager, you will have the opportunity to support several individual clients with financial management.Fydaa has obtained SEBIs license in investment advisory allowing holistic financial planning as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a clients wealth, taking a healthy interest in the well-being of your clients finances.You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.How You Will Fulfill Your Potential- Build and manage a B2C portfolio of clients- Plan and manage new account onboarding process, asset transfers and other account service requests- Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.- Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions- Advise on a full range of products and services that can be offered. Providing individualized advice on personal wealth across multiple asset classes.- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.- Complete positive/negative consent client emails, handle exception tracking and comments.QUALIFICATION & SKILLS WERE LOOKING FOR- Bachelors degree required as minimum.- Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Gmail- Enthusiastic and positive approach to problem-solving and client service- Demonstrated excellent verbal and written communication skills- Proven track record with cross-training, task-sharing and mutually supportive teamwork.
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Shubham Housing Finance -RO/RM/SM/DSA Manager- HL/LAP (On Role)

Hiring Plus Hr Solution

Sales Home Loans Mortgage Loans Housing Loan Casa Sales Executive Direct Sales Banking Sales Cross Selling Business Loan
We are Hiring, Sales Manager - DSA/DST- Channel: Near Prime & Affordable- Product: HL & Lap- Sourcing from DSA , Connecter, Builder or references- Candidate should earn incentives in last 3 months* Hr. Shivani -9429770204
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Sales Officer

Skywings Advisors Private Limited

Direct Marketing Home Loans Field Sales Field Worker Financial Services Home Finance Housing Finance
1) Quality acquisition of Home Loan for Resident / Non-resident Indian by goingout into the market & catchment area.2) Ensure quality sourcing of new customer to sell different kind of loans and insurance3) Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, cold calls in the catchment area.4) Ensure quality customer service is delivered.5) Meeting productivity norms as defined through support of channels & own efforts.6) Strictly adhere & maintain KYC norms compliance.7) Adhere the norms, regulation & practices of banks religiously.
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Agency Manager

Amrit Consultancy

Direct Marketing Channel Sales Life Insurance Channel Development Project Planning Field Sales Executive Financial Consultant Walk in
Recruiting and Building a high performing distribution network of Financial Consultants (FCs)Training, motivating and driving these certified financial consultants (agents) to sell insuranceMeeting prospective customers with FCs to sell insurance solutionsProviding pre and post sales support (e.g. claim settlement)Ensuring quality of business and persistency (renewals of premium)
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Jobs by Related Category

Assistant Branch Manager

Muthoot Finance Limited

Marketing Finance Banking Operations Team Leader Operations Branch Manager
Mega Walkin- 15.10.2022 and 16.10.2022 We have vacant of 10 Assistant Branch Manager Jobs in Bareilly/Agra/Meerut/Kanpur/Chandausi,Team Leader Operations, Experience Required : 5 Years Educational Qualification : Other Bachelor Degree Skill Marketing,Finance,Banking Operations, Team Leader Operations etc. Candidates having minimum 5 years of work experience in Banking / NBFC / FinancialServices in Sales or Marketing role at Managerial level Age between 30 to 45 years Candidates from Armed forces are welcome(Age between 35 to 45 years)o Indian Navy - Master Chief Petty Officer II Class / Chief Petty Officer / Petty Officero Indian Air Force - Warrant Officer / Jr Warrant Officer / Sergeant
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Field Associate

Paragon foundation

Finance Executive Sales Agent Sales Executive Filed Sales Sales Assistant Sales Advisor Field Sale Executive Field Sales Officer Sales Associate Sales
Must have knowledge of smartphone.Company's Membership can sell and open a free banking account as well as sell more promotional products of the company
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Loan Officer

Hagnos Marketing and Consulting Private Limited (Consult Hagnos)

Finance Officer Loan Officer Direct Sales Banking Mortgage Home Loan Housing Loan Loan Executive Loan Processor
Urgently required experienced Field Loan Officers for a reputed Bank. 1. Should have minimum 1yr experience as Loan Officer (mortgage lending, banking)2. Should have worked on any of these loans: Home Loan Secured Loan LAP MSME loans Gold loans CASA. KCC CROP LOAN Business Secured loans. Insurance3. Should have two wheeler4. Should have worked with Bank or Finance companyAttractive salary package and incentives.
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Sales Officer (Full Time)

Skywings Advisors Private Limited

Direct Marketing Home Loans Field Sales Field Worker Financial Services Home Finance Housing Finance
1) Quality acquisition of Home Loan for Resident / Non-resident Indian by goingout into the market & catchment area.2) Ensure quality sourcing of new customer to sell different kind of loans and insurance3) Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, cold calls in the catchment area.4) Ensure quality customer service is delivered.5) Meeting productivity norms as defined through support of channels & own efforts.6) Strictly adhere & maintain KYC norms compliance.7) Adhere the norms, regulation & practices of banks religiously.
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Jobs by Popular Location

Opening For Field Sales Officer

Skywings Advisors Private Limited

Marketing Communication Field Officer Home Loans Field Sales BFSI Finance Executive Finance Advisor
HIWE ARE HIRING FOR A LEADING FINANCIAL SERVICE JOB PROFILE - SALES OFFICER ( HOME LOAN )SALARY - 3.00 LPA TO 3.90 LPA +INCENTIVES (NCR )EDUCATION - GRADUATIONEXPERIENCE - MIN. 06 MONTHS IN ( BFSI , NBFC , DSA , FIN. TECH ) BANKING SALES , FINANCE , INSURANCE , ALL TYPES OF LOANS , GOLD LOAN , HL , PL , BL, LAP , ETC.LOCATION - 1. UTTAR PRADESH - VARANASI , LUCKNOW, KAUSHAMBI , HAPUR , MAHANAGAR , ALIGARH GORAKHPUR , UNNAO , JHANSI , AGRA , MEERUT , FAIZABAD , FIROZABAD ,LOCAL CANDIDATE REQUIRED*SEND YOUR RESUME TO -7869351832
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Looking For Sales Officer

Skywings Advisors Private Limited

Field Sales Field Worker Home Loans Cross Selling Insurance Sales Executive Financial Services Sales BFSI Walk in
Position : Sales OfficerRole and Responsibility: To monitor closely the HL data and Sell Home Loan To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. To ensure to source customers family details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint ownership of the customer at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc) To always be well groomed and his sales kit should be organized and complete To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc
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Insurance Manager

Amrit Consultancy

Branch Sales Manager Marketing Manager Insurance Manager Field Executive Banking Finance Walk in
We are looking for 20 Insurance Manager Posts in Bhopal, Madhya Pradesh, Indore, Madhya Pradesh, Jabalpur, Madhya Pradesh, Lucknow, Uttar Pradesh, Kanpur, Uttar Pradesh, Varanasi, Uttar Pradesh, Meerut, Uttar Pradesh, Muzaffarnagar, Aligarh, Uttar Pradesh, Bulandshahr, Uttar Pradesh, Dehradun Road, Uttarakhand, Branch Sales Manager, Marketing Manager, Insurance Manager, Field Executive, banking, finance, with deep knowledge in Branch Sales Manager, Marketing Manager, Insurance Manager, Field Executive, banking, finance and Required Educational Qualification is : Other Bachelor Degree,
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