A. Wealth Manager / Financial Advisors - Job Description ( Vacancy - 4 No.’s)
1. Manage and supervise the businesses as per organization\'s standard and objective.
2. Acquire and manage HNI / Ultra-HNI clients across business lines and assist...
Advise and Assist with Design of Investor Communications in Conjunction with Any Appointed External Financial Pr Agency
oversee the Production of Transaction Documentation in Close Co-operation with the Client\'s Legal Advisers
advice On the Ov...
We have an urgent opening For RM/Sales for Equity/ Broking.
Experience- 1- 6 years
Salary- Negotiable
Job Description
1.Responsible for achieving sales targets.
2.Acquisition of quality clients through networking, data base, market intelligence ...
RS 1,75,000 To 3,00,000 Hyderabad, Vijayawada, Visakhapatnam, Vizianagaram, Bangalore, Mysore, Thiruvananthapuram, Kochi, Chennai
The selected intern(s) will work on following during the internship:
1. Advising clients with regards to their Investment in equity & derivative market, Place orders on their behalf.
2. Building relationships with the client & educating them about ...
Job Description
Sell Life Insurance plans
Work on the given leads by :
Enquire leads for an interest in purchasing life insurance policies
Collect Documents from interested leads
Ensuring timely issuance of policies by resolving pe...
Investments
1. Help structure various investments and investment vehicles (structure). Help with the review of tax and legal considerations. Manage preparation and review of associated documents
2. Serve as the investment administration point perso...
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...
Sell Life Insurance plans
Work on the given leads by :
Enquire leads for an interest in purchasing life insurance policies
Collect Documents from interested leads
Ensuring timely issuance of policies by resolving pending issues
Acquire...
- Advice customer on the various aspects of Personal Finance
- Call Customer’s back and create profiles with all the relevant data
- Perform a Need Analysis to ensure the right financial products are recommended to the
Customer
- En...
Excellent Job Opportunity for Marketing and Sales Candidates
parity Wealth Advisors Pvt Ltd.,
franchisee Motilal Oswal Securities Limited
excellent Job Opportunity for Marketing and Sales Candidates
0 to 4 Years of Experience
rol...
Key Skills : marketing,marketing executive,sales,business development
Job Description:
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...
Debt Collector
Debt Recovery Agent Job
Salary ₹20,000 Monthly
Location Sector 2,Noida
Position 4
Education Graduate
Exeperiance Min one year in debt recovery
Age 18 - 35 years
Shift Timing 9:30 AM - 6:30 PM
Gender Male candidate
Communi...
RS 1,75,000 To 2,25,000 Hyderabad, Secunderabad, Bhubaneswar
Wealth Manager are responsible for the maximization of sales for the company’s products. They shall help in the turnover of sales and provide data’s regarding changes required in the product to meet customer standards. They will reach towards the...
Key Skills : communication skills,self motivation,conveyancing,graduate,self confidence & determination approach,• should possess the skill to work both in team...
Sell Life Insurance Plans
Work On The Given Leads By :
Enquire Leads For An Interest In Purchasing Life Insurance Policies
Collect Documents From Interested Leads
Ensuring Timely Issuance Of Policies By Resolving Pending Issues
Acquire...
EFS is a long established boutique operation with full agency agreements with large reputable Isle of Man Financial Services companies. If you are currently working as an International financial advisor with a local FS Broker firm with at least 2 yea...
Key Responsibilities And Accountabilities
1. Responsible For New Client Acquisition, Building New Relationships And Increasing Depth In Existing Relationships With High Networth Clients
2. Accountable For Developing And Implementing An ...
xcDear Candidate,
Greetings!! from Future Generali India life Insurance Company Ltd.
Currently we are hiring for different positions in your locations.
About Future General:
Future General is a joint venture between India’s leading ...
Dealer Reactivation
About Company :
Motilal Oswal Financial Services Limited started as a stock broking company and has blossomed into well diversified financial services firm offering a range of financial products and services such as Private ...
Key Skills : sales,direct sales,equity advisor,sales executive,marketing,business development executive
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,...
Responsibilities
The wealth advisor will have to undertake the following responsibilities:
To prospect, acquire and retain clients
To achieve budgeted targets in terms of number of clients/volume of business & assets.?
To research, investigate a...
Key Skills : wealth management,insurance management,associate vice president
