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8 jobs found for Investment Advisor Surat

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  • 1) Provide the Advisory to clients for Investment. 2) Maintain Client Relationship and provide them best service. 3) Make Trades in Equity for client on behalf of clients. 4) Cross Sales of mutual fund and LI ...

  • Cold CallingGenerating references from Market / Existing clientsAcquisition of New ClientsLMS Entry & UpdationSelling Investment product like Demat A/c, Mutual Fund, PMS, Life InsuranceMaintaining Client RelationshipSkills:Sales & acquisition experience, Customer Service/Relationship, Relationship

  • 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 ...

  • #Visit schools in his region and meet head of institutions and see the functioning and usage of installed device(Digitally) #Manage the partner relationship with schools at locations within the region and coordinate internally with various functions #Qualification: Bachelors in Electronics or Computer Science/ Applications Any Arts/ Science/ Commerce graduate with additional diploma in Hardware and ...

  • achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization. Will be responsible for primarily selling Equity based investment products. Cross-Sell of Third party products like Mutual Funds ...

  • from the leads & from the references  Taking prior appointment from the clients & visiting them for understanding their requirement and recommending & selling products.  Understanding the financial needs.  Achieving monthly goal sheets. UNIT SALES MANAGER  Handling a team of financial advisors  * Minimum Graduation * Interested to work in sales Profile

  • BAJAJ Pvt ltd BAJAJ 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. BAJAJ Auto manufactures and sells motorcycles, Supervisor, Store Keeper, Helper, Computer operator, ABM, Accountant

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