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530 jobs found for Financial Advisor Resume

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  • with professional advice, customized services and access to non-FDIC insured investments and Citi’s resources, including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based Financial Advisors. DESCRIPTION As a Financial Advisor, you will dedicate yourself to reviewing

  • with professional advice, customized services and access to non-FDIC insured investments and Citi’s resources, including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based Financial Advisors. DESCRIPTION As a Financial Advisor, you will dedicate yourself to reviewing

  • with professional advice, customized services and access to non-FDIC insured investments and Citi’s resources, including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based Financial Advisors. DESCRIPTION As a Financial Advisor, you will dedicate yourself to reviewing

  • with professional advice, customized services and access to non-FDIC insured investments and Citi’s resources, including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based Financial Advisors. DESCRIPTION As a Financial Advisor, you will dedicate yourself to reviewing

  • Primary Location: United States,Illinois,Chicago Education: High School Diploma/GED Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 16050251 Description Personal Wealth Management (PWM) provides financial planning and wealth management

  • will dedicate yourself to reviewing 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

  • to non-FDIC insured investments and Citi’s resources, including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based Financial Advisors. DESCRIPTION As a Financial Advisor, you will dedicate yourself to reviewing and analyzing a client’s financial condition, rendering

  • 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

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 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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