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58 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 ...

  • 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 ...

  • 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 ...

  • 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 ...

  • 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

  • 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 ...

  • 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 ...

  • Business Daily/ Weekly /Monthly controlmonitoringof 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 ControlsAssigns (?)targets and results on daily, weekly, monthly basis of ...

  • 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 ...

  • Lead Engagement & Liaison with Business to understand their manpower requirement, priorities resourcing accordingly Employee engagement interventions to enhance productivity and employee retention Employee communications both bottom up and top down Employee Grievances handling through defined escalation matrix Training need identification and coordination to make them readily available for ...

  • Joint custodian of cash, Branch keys/vault/lockers; ensure all secured stationary are in stock and tracks usage Accountable for cash transactions in the CSP Branch including aspects such as cash management, tallying of cash with reports in system & vouchers and maintenance of registers for cash transactions and reconciliation of day end ledgers with the help of teller Approve/authorize transactions as ...

  • Graduate with minimum 4+ yrs. of experience in branch banking operations with at least the recent 2 years as branch operations manager with a reputed bank. The desired candidate should have experience in customer centric banking operations and should be well versed in Finacle Core Banking System. The role will be responsible for managing branch operations of 4 to 5 branches, including coordination with ...

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