1. Day-to-day personal payments (utilities, property maintenance, cell phone, etc.)
2. Day-to-day payments to stock brokers and other intermediaries
3. Interfacing with bankers, relationship managers, third parties with whom me make investments...
Examining & Evaluating Financial Systems, Management Procedures and Internal Controls to Ensure that Records are Accurate and Controls are Adequate to Safeguard Against Fraud / Misrepresentations.directing Preparation of Financial Reports.
Roles and Responsibilities of the position
1. To do the entire portfolio management of the client.
2. Performing need analysis of the client\'s requirement and doing their financial planning / wealth management.
3. Managing and improving ...
RS 1,00,000 To 3,00,000 Ahmedabad, Rajkot, Vadodara/Baroda
Designation: Business Development Manager
experience: 1 - 4 Years
your Major Scope of Work and Responsibilities Would Be:
(a) Your Engagement is Primarily for Marketing and Business Promotion Job and Generates Revenue as pe...
responsible to Make Calls to Activate Dormant Accounts (clients Who have Not Traded Since 3
months) and Generate Brokerage Primarily Through Advising Them On Their Equity Porfolio.
maintain Key Relationships with Team Leaders, Bra...
RS 3,00,000 To 5,00,000 Ahmedabad, Mumbai, Jaipur, Kanpur, Lucknow, Delhi
With a manpower strength of over 750 dedicated employees present in 20 states, the organization delivers value with a highly personalized service in the areas of Equity, Mutual Funds, SIP, IPO, Wealth Management & Dea...
Key Skills : sales,stock broking,relationship manager,marketing,business development
- Virtual relationship management with existing customers, for Direct Equity and all Third party products, over the phone & digitally
- Responsible to fulfil sales targets with proper fulfilment of processes
Jobs ! Opening For Client Relationship Manager - Mutual Funds
Experience: 1-2 Years.
Salary: Upto 22K.
Job Description :
1. Responsible For New Client Acquisition, Building New Relationships And Increasin...
Job Profile Dealer:-
-Placement and execution of client’s orders.
-Sending confirmation of trade orders.
-Updating the client with markets and investment opportunities.
-Communicate intraday trading calls and investing ideas to custom...
Key Skills : trading,stock broking,client service specialist
Strategic planning and policy formulation including financial & commercial evaluation of business opportunities, diversification & preparation of project & feasibility report.
Highest dealing with financial institutions, banks, private equit...
Opening for Marketing Executive
.Selling derivatives advisory service Product (Wealth Management/ Finance/Equity / options) to existing franchisee of company
on pan India level Good communication ...
Job Opening for VP (Finance).
1. Heading the Finance & Accounts Department and controlling the financial & accounting affairs of the company on all India basis including finalization of Accounts and Audit. . Knowing US GAAP. Issues of Transfer Pri...
He would be responsible for heading and running branch as a profit center. Should have good man management skills, Customer Acquisition and Client Relationship Management. Should have good product / industry information. Ensuring cross selling of a...
- Onboard New to Firm clients for third party products including Mutual funds, Home loan, General Insurance, IPO etc..
- Achieve defined sales targets and comply with defined processes
- Relationship management with existing customers
Key Skills : business development executive,finance advisor,insurance advisor,mutual funds sales,business development,finance,sales