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 ...
The wealth advisor will have to undertake the following responsibilities: To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial
economic activity and adverse trends, if any in the industry. Recommend / decide on loan proposals basis Detailed customer, Financial and collateral analysis Continuously upgrade Legal and Technical Understanding of properties Vendor Performance Monitoring & Training Monitoring Post Disbursal Documents
- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals - Focus on business
to effectively present information. Requires advanced knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis. Ability to comprehend, analyze, and interpret complex documents. Ability to solve
-Finalization the financial statements like Trial Balance & Profit & loss Account on monthly basis & provide the MIS report to the management. -Sales Tax: - Sales Tax-Input-Output Calculation/Vat Payable/E-Payment to Authority/Filing (CST & VAT) Returns including Annual Sales tax Return & Issuing
AOP (Annual Operating Plan) for the financial year i.e. to prepare and track product (liability, assets and fees) wise Weekly/ monthly reviews for outbound and as well as for inbound sales Prepare and review monthly activity calendar of outbound activities for BSM/ SOs on a weekly basis. Ensure