We are looking for a financial adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to re...
• Graduate, with minimum of 5 years experience in retail financial services
• We prefer candidates with relevant experience in the sale and distribution of Mutual Funds and/or Life Insurance
• NISM Certification is a pre-requisite before ...
● Makes welcome calls and sends welcome mails to the new clients.
● Help clients enter their data into the Arthos platform
● Record clients information in CRM
● Resolve service requests from clients on phone
● Schedule plan pre...
Key Skills : excellent communication skills,listening skills,knowledge on finance,customer handling,client servicing
RS 1,00,000 To 2,50,000 North Delhi, South Delhi, East Delhi, West Delhi
1.Acquisition of HNI, Ultra HNI clients and Retail Clients : Preparing & execution of Financial plan.
2.Advising the client for making the Investment into financial Products like equity, pms, insurance, mutual fund, fixed deposit, real estate,...
We are Financial Planners At Nasik Road.
candidate Has to Remind for Insurance Premiums and
inform Clients and Investors About New Plans Insurance and Mutual Funds.
A Bookkeeper Keeps all Financial Records that Track An Enterprise’s Expenditures, Profit, Loss, Cash Flow and other Financial Actions.
fields of Activities Might Be Verifying, Allocating and Posting Details of Business Transactions to Subsidiary A...
Key Skills : english language teacher,english lecturer,book publishing,news reading,secondary teacher,management intern,financial planner,financial...
Study the client profile from the Arthos platform and prepare cash-flow analysis
Map the Financial Plan given by Arthos Platform to the Risk profile of the client
Present the customized Financial Plan provided by the Arthos platform to the clie...
Preparation of concept notes, programme brochure content for events by holding discussions with domain experts from pManifold and capturing insights shared by them.
Client Management, understanding their needs and implementing same while drafting ...
Key Skills : email marketing sales events social media event management,email marketing sales,event management,event coordinator,event manager,event...
India's Most Reputed Company Require Candidates for Following Posts:-
financial Planner-20 Posts
tele Caller-20 Posts
survey Boys--30 Posts
qualification--min 12th Pass.
salary --6000 to 18000.
male/female Can Apply.
fresher also Can Apply.
...
Key Skills : official assistant,office management,financial planner,tele caller,financial planner
Associate Planner Will Be Working as a Point of Contact Between the Client and the Company. the Planner Would Be Approaching Clients to Empanel Them Under Subodh - a Financial Planning Product / Service.
salary: Not Disclosed By Recruiter
indus...
Job Description
Principal duties and responsibilities
1. Following established procedures and guidelines, performs a wide variety of project administration duties for assigned team(s).
2. Responsible for gathering and summarizing data to ...
Niveshmarket innoventure is a financial planning and advisory service company. Focused on advisor service for all it’s customers such as institutional, corporate and retails. we are also register sub broker in stock market offering all product of s...
Key Skills : business development officer,head sales & marketing,head sales,marketing head,financial planner
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.
Devise ...
Key Skills : 1. communications and interpersonal skills a financial planner needs to solicit new businesses,network with associates,and maintain his or her...
RS Up To 50000 Canada, Switzerland, China, Indonesia, India, Japan, South Africa, south america
A Business Opportunity : EFS is currently seeking entrepreneurially minded individuals to train and to assist in their development in the world of Investment Counselling. This opportunity exists for individuals who are charismatic, highly focused and...
Key Skills : focus,investment counsellor,wealth management,mutual fund
RS Up To 50000 Canada, Switzerland, Germany, Denmark, British Indian Ocean Territory
A Business Opportunity : EFS is currently seeking entrepreneurially minded individuals to train and to assist in their development in the world of Investment Counselling. This opportunity exists for individuals who are charismatic, highly focused and...
RS 2,25,000 To 3,00,000 Bangalore, Chennai, Kolkata
Position Title ; Centre Head
Function : Operation
Reporting to : OPERATIONS HEAD – ZONE
Shift Timing: Day Sift
Location: Nagpur
Male or Female (Preferred): Female
Experienced or Fresher: 1+ years experience
Age Group :...
Key Skills : center head,center incharge,center supervisor,operation head
RS 1,00,000 To 1,50,000 Bihar-Muzaffarpur, Muzaffarpur
1> Planning and controlling change.
2> Managing quality assurance programs.
3> Researching new technologies and alternative methods of efficiency.
4> Promote growth and meet financial objectives.
5> Overseeing inventory,...
Key Skills : convincing power,good planner,call center executive,customer care executive,bpo executive
Looking for hardworking and self-motivated people for the post of LIC advisor/financial consultant.
Age group- No age limit.
Working Hours- Flexible
You can be a HSC pass out, graduate, fresher or experienced from any profession.
Get a chance to ...
Position Title: Center Head
Function: Operation
Reporting to: OPERATIONS HEAD ZONE
Shift Timing: Day Sift
Location: Warangal, Vijaywada, Rajmundry, Hyderabad, Vishakhapatnam ,Gajuwaka
Male or Female (Preferred): Female
Experienced or Fresher:...
Key Skills : Client Relationship Manager,Inventory Control,Corporate Sales Executive,Center Head
Max Life Insurance Company Appointing People For Full Time & Part-time Job Like home based working people Insurance Saccha Advisers in Mumbai City. We are looking for ambitious candidates with a friendly attitude.
We offer very Attractive Sala...
RS 1,75,000 To 2,75,000 Hyderabad, Bangalore, Chennai, Delhi
Position Title: Asst. Center Head
Function: Operation
Reporting to : Center Head
Shift Timing: Day Sift
Location: Mumbai
Male or Female: Female
Experienced...
Key Skills : mis assistant,area sales executive,office assistant,fitness center trainer,fitness center manager,office...
RS 50,000 To 1,00,000 Kakinada, Samalkota, Tanuku, Vijayawada, Visakhapatnam, West Godavari
Are You An Aspiring Financial Planner / Unit Manager / Branch Manager Who Would like to Be: 1. Trained to Become Competent 2. a Financial Coach and Reward Himself/herself Based On Effort 3.a Contributor to the Indian Economic Growth 4. Able to Achiev...
Job Description Send me Jobs like this
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...
Reputed Jewellery Need Chartered Accountant Inter Qualified with 15 years industry Expirence !
Job Description
Qualification: Inter-CA with 10 years of experience Gender:
Only male
Location: Coimbatore, Tamil Nadu
Details of Work: Should handl...
