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34 jobs found for Financial Advisor Jaipur

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  • *Co-ordinating with clients for their daily trades on the BSE/NSE /Currency *Placing orders of clients taken through phone lines in Odin trading terminal *Making confirmation of orders and trades done during the day to clients *Advising clients with requisite information regarding the market conditionand any company specific information required by them *Acquiring clients through exisiting clients ...

  • 1) Provide the Advisory to clients for Investment. 2) Maintain Client Relationship and provide them best service. 3) Make Trades in Equity, (Future & Option) for client on behalf of clients. 4) Responsible for all Clients Operation like Risk Management, Settlement etc. 5) Maintain the Clients AUM (Assets under Management). 6) New Client Acquisition from open market. Excellent in calculation or numbers Soft Skills ...

  • 1) Provide the Advisory to clients for Investment. 2) Maintain Client Relationship and provide them best service. 3) Make Trades in Equity, (Future & Option) for client on behalf of clients. 4) Responsible for all Clients Operation like Risk Management, Settlement etc. 5) Maintain the Clients AUM (Assets under Management). 6) New Client Acquisition from open market. Skill Set Excellent in calculation or numbers Soft ...

  • Counsel patients for improved health related outcomes at the hospitals, clinics . Responsible for achieving set targets for patient enrollment Meet patients at regular intervals as advised Manage the compliance and adherence of patients enrolled. Collate health records related data from consenting patients Capture details related to Adverse Drug Reactions reported by patient in pre-defined templates ...

  • Job Description- Responsible for obtaining profitable results through the sales of financial products of Company- Meeting Various institutional clients & Brokers and convince them to do trading with Company -Manage the sales administration function, operational performance reporting, streamlining

  • About The Company : Our client is a leading consumer finance provider (NBFC) that offers you easy, simple and fast loans for your every dream. We believe in making financial services simple, transparent and easily accessible to all.Job Title - Area Sales ManagerJob Location - JaipurRelevant exp ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • ü Meeting the Sales targets for the team/ Branch. ü Recruitment of team of Business Service Associate (BSA)/Agent Mentor ü Development of a high performing Advisor team with low attrition rates. ü The role-holder would have day to day responsibility of driving business through team of Advisors. ü

  • generated: includes analyzing credit histories &basic financial analysis by adhering to internal and external regulations Dealing with the Customers- Engage with the customers at the front end to ensure smooth conversions from lead stage to disbursement and also repayment, recovery and retention. Monitoring ...

  • ATMs on customer service aspects, feedback and complaints Responsible for recruitment, training, onboarding and performance management of CCRs Staff training on customer service, SQ programs and FPC PRIMARY RESPONSIBILITIES Financial / Business Achieve targeted customer retention rates through CCRs Any Graduation Desired Experience Minimum 3 - 5 years experience of customer service / operations at Banks ...

  • Responsible to manage 15+ CCRs at a cluster of branches, from the recruitment stage to, onboarding, training, performance management and retention of CCRs Regular review of CCRs performance and feedback for improvement Ensure CCRs are aligned to their core job roles and expectations Assist CCRs to achieve service quality targets, identify opportunities for strengthening CCR program Ensure periodic ...

  • Expert knowledge of assessing credit risk for Home Loan by applying Deposit of Title Documents and Registration of Mortgage guidelines. Conducts income appraisal of salaried and self-employed borrowers. In depth understanding and analysis of P & L Account and Balance Sheet including cash flows of self-employed borrowers. Assesses income to obligation ratios, loan to value ratios, in depth knowledge of ...

  • Business Daily/ Weekly /Monthly control monitoring of the accomplishment of targets (new customer acquisition, retention and enhancements of existing customers) according to the annual/monthly targets established for the area and branches under his/her responsibility to provide guidance and solutions to his/her team as and when required Controls Assigns (?) targets and results on daily, weekly, monthly basis ...

  • Responsible to manage 15+ CCRs at a cluster of branches, from the recruitment stage to, onboarding, training, performance management and retention of CCRs Regular review of CCRs performance and feedback for improvement Ensure CCRs are aligned to their core job roles and expectations Assist CCRs to achieve service quality targets, identify opportunities for strengthening CCR program Ensure periodic ...

  • Expert knowledge of assessing credit risk for Home Loan by applying Deposit of Title Documents and Registration of Mortgage guidelines. Conducts income appraisal of salaried and self-employed borrowers. In depth understanding and analysis of P & L Account and Balance Sheet including cash flows of self-employed borrowers. Assesses income to obligation ratios, loan to value ratios, in depth knowledge of ...

  • Conduct investigation with distribution's coordination for all reported customer frauds, collate appropriate evidence and report within timelines as per procedure/manual. Independently investigate staff related frauds, prepare annexure, ensure strong evidence and report within timeline. Attend field activities, trouble shooting and resolution thru an action plan branch security, co-ordinate with ...

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