Planner Job Vacancies in Chandigarh

Job descriptionAbility to convince and negotiate with a confident and determined approachShould be highly self motivated and ambitious in achieving goalsShould be capable of thriving in the competitive marketTo promote all the product line of Mutual FundTo up sell Mutual Fund products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targetsSuggest and plan portfolio for investorsDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.Generating Incremental BusinessFollowing the internal sales process by updating all the activities in the online system.Comply with all rules and regulations of the company as well as following industry norms.Skills Required:Mutual Funds, Financial Product and Sales knowledge is preferableWilling to Work For SalesGood convincing Power & Good Communications skills both verbal and writtenA Positive and go getter attitude & strong team cultureQualification : MBA/PGDM with minimum 2 years of relevant ExperienceArea of Expertise : FINANCE, SALES & MARKETING

We are looking for 1 Wedding Planner Post in Chandigarh, Customer Accounts Manager, Customer Care Consultant, Customer Facilitator, with deep knowledge in Customer Accounts Manager, Customer Care Consultant, Customer Facilitator and Required Educational Qualification is : Other Bachelor Degree

Maintain day-to-day accounting records using accounting software (e.g., QuickBooks, NetSuite, Xero).Handle accounts payable and accounts receivable.Perform bank and credit card reconciliations.Process payroll and related tax filings (federal and state).Prepare monthly, quarterly, and annual financial statements.Assist with annual audits and tax preparation.Ensure compliance with US GAAP and applicable tax laws.Manage intercompany transactions and reconciliations if applicable.Support budgeting and forecasting activities.Work closely with external CPA firms or tax consultants.