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322 jobs found for Wealth Manager Surat

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  • per new Sales Officer in teamCalls of HNIs, Margin & BrokerageKYC Objection clearanceTracking appointments & pipeline leads of the Team Surat, Surat

  • members.Have a minimum of 3 meetings per dayMaximum interaction internally with Unit manager and cluster head and externally with customers70% weight-age given to acquisition of accounts and 30% weight-age to processes and systems1st, 3rd and 5th Saturday is working Surat, Surat

  • Management, Portfolio Management and Business Analytics, Good knowledge of financial products. Surat, Surat

  • based on strategic marketing data and other sources for sales leads in our CRM system Collaborate with sales leadership to create and train prospecting process. Manage day-to-day performance of all sales team members and deliver reviews. Work with sales leadership to generate ideas for sales, market Excellent communication skills; Self starter and initiative skill Positive, confident and determined ...

  • Dear Candidates, We have an urgent opening for "Area Field Manager" in one of the leading Pharmaceutical Company. Location: Surat and Baroda Candidate who are dynamic and ready to work independently. Job Profile:  He should have experience in selling pharma products.  Should be able Eligibility:  Candidate must complete Graduation in any field.  Should possess bike  Should having fluency in English and local ...

  • Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement

  • ensuring adherence to planned expenses. Sales, Service & Marketing • Forecasting periodic sales targets & driving sales initiatives to achieve business goals, training & managing the frontline sales team to achieve target. • Conducting competitor analysis by keeping abreast of market trends & Strong auto sales & sales management experience (New Car, Used Car, Corporate, Telecaller Team, Car Finance, Accessories ...

  • new clients Communicating with clients, assessing their requirement Building a team based on the requirement working at short notice Giving feedback to the team and the client. Calling in order to promote our services by telecalling. Working on Client Relationship Management (CRM) software, experience in back Creative flair for taking appointments and executing Marketing people. Understand the importance ...

  • Job Profile: Achievement of monthly, quarterly & yearly business plans. Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Maintain agent pro activity as per business plan. Qualification: Minimum Graduate/MBA/ PG. Experience:Minimum 3 years to 12 years experience in sales, marketing, business development etc ...

  • With One Of The Best Travel Management Company In Gujarat. Proficient Knowledge Of The Travel Industry With Excellent Communication Abilities (Written And Verbal) With A Flair For Selling. JOB DESCRIPTION Supervise & Cooperate With Clients To Determine Their Needs And Advise Them Appropriate Documentation ...

  • activities. To handle Important outlet & big Applicator of territory maintain report with them. Handling day to day operation, Channel Management & Business development of defined territories ...

  • and building annual business plans. Distribution and vendor management. Ensuring administrative and financial requirements of the company are met from time to time ...

  • job description ?VENDOR MANAGEMENT� Identification of vendors locally, execute procurement process and coordinate with vendor to complete the job / resolve all issues within acceptable timelines.� Perform Quality Control Inspections to ensure adherence to contract specifications and industry

  • Looking for the business acquisition in the form of home loan /LAP / SME. Maintaining portfolio and collection of loan Overall Portfolio and Business Analysis for all the products. Sourcing Business through open market / DSA. Business plans to achieve desired sales targets. Follows the marketing strategies to build customer preference and drive volumes. Classify the periodic sales plan and ensuring ...

  • Looking for the business acquisition in the form of home loan /LAP / SME. Maintaining portfolio and collection of loan Overall Portfolio and Business Analysis for all the products. Sourcing Business through open market / DSA. Business plans to achieve desired sales targets. Follows the marketing strategies to build customer preference and drive volumes. Classify the periodic sales plan and ensuring ...

  • #Lead Generation and Parent Follow up (telecalling / email / personal meetings) #Handling Admission Enquiries at school (Meet with prospective parents; explain admission procedures, curriculum, fees structures etc. Ensure all admission documentatio #Maintaining all records and reports towards school's admissions by maintaining an accurate database of all new registrations, current students and exiting ...

  • material and stock management, liaison within departments and Government tax bodies, staff management, team leadership, MIS reports, process management, public relations,time management

  • new opportunities for expanding the market for overall business Overseeing pre-audits to identify & mitigate operational risk and to ensure ongoing adherence with compliance procedures. Managing sales/transactions in the allotted cluster/geography Ensuring smooth process flow for new customer enrollment at various 8-10 years of relevant work experience. Strong communication, analytical, problem ...

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