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15 jobs found for Financial Advisor in Davangere

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  • Acquire new clients for Demat & Trading accounts through networking, database 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 ...

  • 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 customer is serviced well ...

  • 1..Recruit and develop financial advisor 2..Generation of new business from advisor 3..Renewal of existing business 4..Licensing of agents 5..Successful implementation of different sales promotion for the PFA 6..Co-ordination with operations for new business issuance and renewal collection

  • 1..Recruit and develop financial advisor 2..Generation of new business from advisor 3..Renewal of existing business 4..Licensing of agents 5..Successful implementation of different sales promotion for the PFA 6..Co-ordination with operations for new business issuance and renewal collection

  • Primarily responsible for management and development of channel network to promote Insurance and consequently accountable for revenue generation and achievement of business targets. Recruitment and development of quality advisors and encourage them for long term career. Recruit by selling career

  • Building a team of financial consultants and advisors. Take periodical meeting with the team and work with them to achieve their goals. Keep update of all the different insurance products, rules and regulations. Train the team members effectively and help them in joint calls. Understand

  • You have to recruit agents/advisors. You have to train, motivate and get the business through them. Your Team of agents/advisors will on commission basis while you will be direct pay roll of company. Desired profile : He/She Must be minimum graduate with the experience of 3 to 15 years in direct

  • Ensure the establishment of robust financial accounting systems so as to provide timely, accurate and consistent inputs including P&L, Balance Sheet and MIS. Contribute to the existing workflow for financial accounting, management accounting, cash flow, working capital & internal controls ...

  • Role & Responsibilities Agent recruitment Agent Development Key Responsibilities : You have to recruit agents/advisors. You have to train, motivate and get the business through them. Your Team of agents/advisors will on commission basis while you will be direct pay roll of company. Desired

  • Agent recruitment Agent Development Key Responsibilities : You have to recruit agents/advisors. You have to train, motivate and get the business through them. Your Team of agents/advisors will on commission basis while you will be direct pay roll of company. Desired profile: He/She Must

  • Role & Responsibilities Agent recruitment Agent Development Key Responsibilities : You have to recruit agents/advisors. You have to train, motivate and get the business through them. Your Team of agents/advisors will on commission basis while you will be direct pay roll of company. Desired

  • Role & Responsibilities Agent recruitment Agent Development Key Responsibilities : You have to recruit agents/advisors. You have to train, motivate and get the business through them. Your Team of agents/advisors will on commission basis while you will be direct pay roll of company. Desired

  • Role & Responsibilities Agent recruitment Agent Development Key Responsibilities : You have to recruit agents/advisors. You have to train, motivate and get the business through them. Your Team of agents/advisors will on commission basis while you will be direct pay roll of company. Desired

  • Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. The wealth advisor will have to undertake the following responsibilities: To prospect, acquire and retain clients. To achieve budgeted

  • Managerial Responsibilities Manage the Sales team and drive them to achieve the business volumes at the regional level Manage a diverse sourcing mix including the in-house sales team, cross sell maximization, DSA, Financial Advisors network Manage key channel partner relationships Meet key

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