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388 jobs found for Financial Advisor Delhi

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  • Conducting in-depth reviews of financial circumstances, current provision and future aims. Analyzing information and preparing plans best suited to individual clients' requirements designing financial strategies and set financial goals. Risk analyses. Assisting clients to make informed decisions. Should have worked in Hospitality, Education and Social sector or any of these. excellent communication ...

  • Conducting in-depth reviews of financial circumstances, current provision & future aims.Analyzing information & preparing plans best suited to individual clients,Risk analyses,Assisting clients to make informed decisions. Should have worked in Hospitality, Education & Social sector or any of these.excellent communication,ability to network & establish relationships with clients,negotiation & influencing ...

  • Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment

  • Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment

  • *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 are serviced well. *Ensure that customer trades actively after opening of the trading account ...

  • Managing the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment ...

  • Managing the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment ...

  • Managing the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits Good exp into wealth products, portfolio management

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • of High / Medium Impact. Support consultant in one project in a year of High / Medium Impact. Perform quality check audit for Business Packs / MI. Overlook the process of Team Reports (MI, Weekly Pack, SR Reports, Ageing reports, etc Review advisor cases- Conduct audits for 10% of closed cases

  • Taking walk-in and telephonic inquires of all the courses Regular and timely follow up with inquires to inform batch dates Achieving target enrollments Ensuring quality recruitment of students Ensuring sending of all the required daily reports on time Kits and ID cards distribution and maintaining the same data Collection of registration amount and total fees on time and doing regular follow-ups ...

  • Identification of potential customer in the assigned territories. Developing an understanding of International markets , Derivatives and Major economies. To achieve daily meeting requirements as per organizational standards either through calling/ cold calls/ one to one meetings/ reference sourcing. Guide corporate on forex movements and risk mitigation. Developing markets in terms of product development ...

  • Help Students determine career goals Provide appropriate help in job hunting, interview techniques,develop CV Assess personal characteristics, skills via individual interviews & group work Develop & implement a plan for each student Identify T&D need

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