Try another search here
Not your type of job? Try your own search. Ok, got it

Want to receive similar jobs about "Investment Advisor Surat" by email?

Alert me

FiltersFilter search results

  • City
    • (15)
    • (1)
    • (1)
    • (1)
  • State
    • (21)
  • Category
    • (7)
    • (7)
    • (4)
    • (2)
    • (1)
  • Minimum Level of Studies
    • (21)
    • (21)
    • (3)
    • (2)
    • (2)
    • View more »
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
  • Working Shift
    • (21)
  • Posting period
    • (1)
    • (11)
    • (12)
    • (17)
    • (20)
    • View more »
    • (21)

21 jobs found for Investment Advisor Surat

Sort by:
  • 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 they are serviced well. Ensure that customer trades actively after opening the trading account ...

  • Person should be responsible for assignment relating to IPO of Non convertible debenture, Due Diligence of Listed Companies, Delisting, Private Placement (NCD and Preferential Issue), Advisory and Issuance of Fairness Opinion Certificate for Merger and Acquisition and Equity Valuation of Listed Companies Designation:- Manager/Asst. Vice President - Merchant Banking Person should be able to Developed a strong ...

  • - The position will be responsible for co-ordination between internal team and clients, - Interaction with walk-in clients. -The candidate needs to be keen to follow and enforce sales processes. -The position will be reporting to works manager ...

  • Urgently required Bancassurance persons and Marketing persons for General & Life Insurance, Mutual Funds. Persons for Health & Other claims settlement. Senior managers in a reputed Investment House in Surat. Apply immediately ...

  • Must have the ability to recruit and license Insurance advisors, drive the team of these advisors to generate business and expand the business. Achieve Advisor activation of 60% Should have the bandwidth to handle more than one distribution channel. Should be adept at multi-tasking (handle SMO

  • Liaising with the regional finance teams and external advisors Preparing funds flow and cash flow statements to monitor the inflow & outflow of funds and ensure optimum utilization of available funds towards the accomplishment of corporate goals ...

  • To recruit team of Insurance Advisors as per the corporate strategy To ensure and maintain levels of productivity as prescribed To focus on and develop various business segments as per the sales strategy To train IAs with the help of training team To uphold the brand image and ensure compliance

  • To derive Insurance Business from assigned Bank in an area or zone Handling Individual role. To convince the Bank RMs so that they can convince their customer to invest in Company Insurance Policy . To ensure all the pre / post sales support & services to the Bank as well as to the clients Ensure Candidate should be from Insurance and bancaasurance channel. Handling Individual Role or Team Handling ...

  • * To uncover and explain the need for Investment Products such as Equity, Commodity, Currency, PMS, Mutual Funds and life insurance products to PCG/ HNI/ NRI customer and to sell the appropriate product. * Acquire new PCG/ HNI/ NRI customer as well as to retain new one, to generate lead

  • various marketing activities to source NRI investments. Working on leads(if any) , provided by the organization through activities like email marketing/ social media marketing etc Building and maintaining relationships with our business associates. Cross selling products like Real Estate, AIF, Mutual

  • portfolios Periodic Portfolio reviews for all customers Cross-Sell investments, life insurance, general insurance and SIP. 4.Compliance Ensure AMFI and IRDA certification and any other relevant certifications. Ensure all customer instructions are executed the same day Ensure 100% documentation of all

  • investments as well as positional trading ideas in stocks for short/ medium term. 6.Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads. 7.To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds ...

  • Job Description & Job Specification Designation: HOD of Income Tax Primary Responsibility: • Handling income tax audit process, liaising with external advisors and the tax authorities as appropriate. • Work with external advisors where necessary on income tax audits to provide the information

  • and maintain portfolio Maintain relationship with existing as well as new clients. Job Description (Manager HNI Sales, PCG Sales, NRI Sales) :- * To uncover and explain the need for Investment Products such as Equity, Commodity, Currency, PMS, Mutual Funds and life insurance products to PCG/ HNI/ NRI

  • HERO Pvt ltd. HERO Auto Limited is an India-based manufacturer of motorcycles, three-wheelers and parts. The Company's business segments include Automotive, Investments and Others. The Company's vehicles include two-wheelers and commercial vehicles. HERO Auto manufactures and sells motorcycles, Computer operator, ABM, Accountant

  • L&T Pvt ltd. L&T contractions Limited is an India-based manufacturer of motorcycles, three-wheelers and parts. The Company's business segments include Automotive, Investments and Others. The Company's vehicles include two-wheelers and commercial vehicles. L&T contractions manufactures Supervisor, Site Engineer,Project Engineer,Junior Engineer,Senior Engineer,Mantanance Encharge

  • HERO Pvt ltd. HERO Auto Limited is an India-based manufacturer of motorcycles, three-wheelers and parts. The Company's business segments include Automotive, Investments and Others. The Company's vehicles include two-wheelers and commercial vehicles. HERO Auto manufactures and sells motorcycles, Computer operator, ABM, Accountant

  • L&T Pvt ltd. L&T Auto Limited is an India-based manufacturer of motorcycles, three-wheelers and parts. The Company's business segments include Automotive, Investments and Others. The Company's vehicles include two-wheelers and commercial vehicles. L&T Auto manufactures and sells motorcycles, Supervisor, Site Engineer,Project Engineer,Junior Engineer,Senior Engineer,Mantanance Encharge ...

Want to receive similar jobs about "Investment Advisor Surat" by email?

Alert me
Go to Top