Array ( [0] => investment-planning [1] => surat ) Investment Planning Jobs in Surat,Investment Planning Job Vacancies in Surat Gujarat
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Investment Planning Job Vacancies in Surat

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Business Development Executive (BFSI)

Sunshine Manpower Solution And Services

  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Surat
Investment Planning Management Skills Interpersonal Skills Communication Skills CRM Financial Products
Job title: Business Development Executive (BFSI)Location: Surat, GujaratSalary: 20,000 30,000 per monthExperience: 13 years of experience in BFSI sales preferredRoles& ResponsibilitiesIdentify, acquire, and manage clients for financial products such as: Loans (Personal, Home, Business, etc.), Mutual Funds & SIPs, Insurance (Life, Health, General), Retirement Planning Solutions, Wealth Management ServicesUnderstand customer financial needs and provide tailored solutionsConduct financial planning discussions and guide clients with suitable investment optionsAchieve monthly/quarterly business targets aligned with company goalsBuild and maintain strong client relationships through regular follow-ups and advisoryStay updated with market trends, regulatory changes, and BFSI industry developmentsMaintain proper documentation and ensure compliance with company and regulatory guidelinesQualifications & SkillsGraduate / Postgraduate in Finance, Commerce, Business, or related fieldStrong knowledge of financial products, investment planning, and wealth managementExcellent communication, and relationship-building skillsSelf-motivated and target-driven with a customer-first approachActive ListeningStrong interpersonal skillsLead generation
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Enrollment Councilor (Female)

Growthinvesting Pvt. Ltd.

Educational Sales Equity Sales Online Sales Tele Sales Manager Tele Sales Officer Tele Caller Tele Counselor Tele Marketing Executive Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Management Customer Manager Customer Relationship Market Analysis Market Forecasting Derivative Market Investment Planning Investment Strategies Investment Analysis Investment Management
Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.
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Investment Counsellor (1-3 Years)

Kuberjee Tech Pvt Ltd

  • 1 - 3 yrs
  • 4.0 Lac/Yr
  • Surat
Investment Counsellor Investment Planning Strategic Planning Investment Advisor Insurance Agent Insurance Advisor Insurance Coordinator
Responsibility:- Develop, execute, and oversee a business strategy that prioritizes growth and positive customer ratings Well-developed in presentable skills and understanding to identify new customer Recruit train and develop a team of insurance agents to create business opportunities Maintaining and updating sales and business development reports. holding presentations and demonstrations for potential clients Prepare sales contracts ensuring adherence to law-established rules and guidelines Attend and manage networking events to attract and retain clients Business Development Executives spend a fair amount of time using their market research to prospect for leads. Develop a growth strategy focused both on financial gain and customer satisfactionRequirements and qualification:- Strong analytical skills and ability to understand financial markets and investment products A Bachelor's or Master degree must be required Previous experience in financial services, banking, or investment advisory is preferred Have an understanding and knowledge of financial processes and investment markets like Insurance, SIP and mutual funds etc. Understanding of agent work culture in insurance companies. Strong organizational skills and attention to detail Strong problem-solving and analytical abilities, with a focus on generating results
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FINANCE MANAGER-CHARTERED ACCOUNTANT

Saffron Consultants

  • 4 - 7 yrs
  • 10.0 Lac/Yr
  • Surat
Debt Management Debt Restructuring Investment Consultant Finance Manager Finance Officer Finance Head IRS Cost Accounting Financial Accounting Charted Accountant Tax Planning Taxation TDS Auditing CA Accounting Walk in
Finance ManagerQualification: CAPreferred Experience 4-6 years in Finance (Debt & Equity Structuring)Preferred Industry: Solar, Winds, Investment Firms (VC or Angel, etc)Budget: 4.8 - 7.2 LPA or Upto 10LPA for right candidates.Location: Surat (Hojiwala industrial estate, Sachin palsana highway)Descriptionv Should be from Finance background (Debt, Investment or Equity)v Should have experience managing and handling Fundsv Should be able to understand Project Valuationv Should be able to read, prepare and understand Financial Statements.v Should be able to prepare Project Financial Reports, Projection, etc.v Will be able to work and execute Banking, Investment and Equity related work.v High proficiency in MS Excel (Eg, formulas, pivot tables, tables and graph production)v Communication Skills: Ability to express ideas clearly in words as well as in writingv Should have good Analytical skills.v Having working experience in Mumbai or Delhi in a good firms (Finance background) will be preferred.CA from Audit, Taxation, and etc. background.NEED NOT APPLY
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Business Development Executive (BFSI) - Surat

Sunshine Manpower Solution And Services

  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Surat
Client Management Investment Planning Wealth Management Retirement Planning Insurance Sales Business Loan
Job Title: Business Development Executive (BFSI)Location: Surat ,GujaratExperience : 13 years of experience in BFSI sales preferred Key Responsibilities:Identify, acquire, and manage clients for financial products such as:Loans (Personal, Home, Business, etc.)Mutual Funds & SIPsInsurance (Life, Health, General)Retirement Planning solutionsWealth Management servicesBuild and maintain strong client relationships through regular follow-ups and financial advisory.Understand customer financial needs and provide appropriate product solutions.Achieve monthly/quarterly business targets as per company goals.Conduct financial planning discussions and guide clients with suitable investment options.Stay updated with market trends, regulatory changes, and BFSI industry developments.Maintain proper documentation and ensure compliance with company and regulatory guidelines.Qualifications & Skills:Graduate / Postgraduate in Finance, Commerce, Business, or related field.Good knowledge of financial products, investment planning, and wealthmanagement.
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