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Advise the clients for Portfolio management in terms of their financial requirement
To sell products like Life Insurance, Mutual Fund, PMS, Premium Account, Corporate FDs etc.
Take care of investment prospect...
Indian Jobs Sea Recruitment and Placement Consultants
RS 2,00,000 To 8,00,000 Ahmedabad, Ankleshwar, Bharuch, Bhavnagar, Bhuj, Jamnagar, Junagadh, Porbandar, Rajkot, Surat, SurendranagarDudhrej, Vadodara, Valsad, Vapi
Prepares financial and business related analysis and research.
Draft consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures and other related areas.
Develop financial review templates and meetings.
Key Skills : 1. communications and interpersonal skills a financial planner needs to solicit new businesses,network with associates,and maintain his or her...