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  • Location - chennai - Investment bank is hiring for Financial Advisor & Financial Partner with 4-7 yrs of with Wealth,Casa,Mutual funds ...

  • functional Area Accounts, Finance, Tax, Company Secretary, Audit Job Role Finance Executive Keyword Sales Operations Financial Planning Finance Hni Client Handling Wealth Product account management Client Management Business Development Product knowledge lead generation Sales & Marketing financial product

  • 1.Independent Financial Advisor with complete ownership of Sales, Operations and allied branch functions with Financial Planning for Clients. 2.Responsible for achieving Sales for wealth products. 3.Acquiring HNI/UHNI (its an individual role). Industry Banking / Financial Services / Broking

  • and analyzing a client’s financial condition, rendering advice and making recommendations to help achieve a client’s financial goals, and anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory

  • and analyzing a client’s financial condition, rendering advice and making recommendations to help achieve a client’s financial goals, and anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory

  • and analyzing a client’s financial condition, rendering advice and making recommendations to help achieve a client’s financial goals, and anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory

  • and analyzing a client’s financial condition, rendering advice and making recommendations to help achieve a client’s financial goals, and anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory

  • services via our Citibank branch-based advisors and centralized service centers.PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions.The goal for CPWM is to lead the industry in client-centric investments ...

  • Comprehensive industry and investment knowledge Consultative sales skills Active Series 7, (63 and 65) or 66 license Group 1 Insurance license (preferred) Bachelor's degree strongly preferred 5 or more years of proactive, successful sales and service experience in the financial services industry ...

  • advice and making recommendations to help achieve a client’s financial goals, and anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory bodies. The combination of your judgment, analytical

  • Sales, Retail, Business Development Job Role Sales / BD Manager Keyword Finance ,Mutual Funds ,sales, relationship manager ,financial advisor, nbfc, wealth management ,wealth products ,HNI, general wealth products, private banking products, gnerael, hni products ,wealth management products Job Type

  • Tax / CS / Audit Job Role Financial Analyst Keyword Sales Advising Business Development lead generation client mnagement Job Type Permanent

  • 1. Acquiring client for financial planning. 2.Preparation and execution of financial planning for retail and corporate clients 3. Organizing financial planning seminars in corporate & cold-calling for lead generation 4. Providing advisory services into various instruments like insurance(life &

  • 1. Acquiring client for financial planning. 2.Preparation and execution of financial planning for retail and corporate clients 3. Organizing financial planning seminars in corporate & cold-calling for lead generation 4. Providing advisory services into various instruments like insurance(life &

  • demonstrations to clients for converting them into On-line customers. Understanding all financial products and cross sell them to the customers by explaining the products and the level of risk associated with each of them. Appropriate training will provide on a regular basis so as to keep abreast

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that customer are serviced well. Ensure that customer trades actively after opening of the trading account ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that customer are serviced well. Ensure that customer trades actively after opening of the trading account ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that customer are serviced well. Ensure that customer trades actively after opening of the trading account ...

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