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, bond etc. for a proper financial plan. 3 ...
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
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
racle Financials, Oracle R12, Implementation, accounts Payable, accounts receivable. We are looking out for Oracle Financials -SC. Please find below the job description for the position that we are looking to hire for 6-8 years of Implementation experience in Oracle R12 accounts Payable, accounts
decision-making within a broad scope. Forecasts financial results within a broad scope. Leads business initiatives, typically leading analysts across multiple sub-functions within finance. Identifies opportunities for process improvement and policy development and engages in the design. Represents the business
track record of all clients portfolio handled by him in every aspect. Industry Banking/Financial Services/Broking functional Area Accounts / Finance / Tax / CS / Audit Job Role Finance Exec Keyword Customer ServicingCustomer HandlingClient Servicing Service Industry Client InteractionPrivate
of individual or institutional clients; manage the investments of their own clients. Industry Real Estate/Property functional Area Sales / BD Job Role Sales DB Mgr Keyword bond sales managerbrokerage managercommodities trading managerfinancial brokerage managerinsurance claims service managerinsurance
be confident smart and aggressive.Flair of direct sales,can handle leads and channel. Responsible for complete sale cycle. Industry Insurance functional Area Sales, Retail, Business Development Job Role Sales/Business Development Manager Keyword Sales, Direct sales, channel sales, direct marketing ...
Finance, Tax, Company Secretary, Audit Job Role Head/VP/GM-Accounts Keyword Taxation Auditing Finance Profit Financial Projections Fund Planning Financial Statements Budgeting Loss Compliance internal audit statutory audit financial control Job Type Permanent
To drive sales initiatives To manage sales To support the Brokers local branch. To drive local renewal target.Business development in the area assigned Key Account Management of named accounts Procurement of Group Business through Brokers. Client Relationship Management Servicing and Retention