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  • Reviewing and responding to clients changing needs and financial circumstances, contacting with news of new financial products or changes to legislation that may affect their savings and investments. Communicating with other professionals, such as estate agents, solicitors and valuers Should have worked in Hospitality, Education and Social sector or any of these. excellent communication, interpersonal ...

  • Reviewing and responding to clients changing needs and financial circumstances, contacting with news of new financial products or changes to legislation that may affect their savings and investments. Communicating with other professionals, such as estate agents, solicitors and valuers Should have worked in Hospitality, Education and Social sector or any of these. excellent communication, interpersonal ...

  • Reviewing and responding to clients changing needs and financial circumstances, contacting with news of new financial products or changes to legislation that may affect their savings and investments. Communicating with other professionals, such as estate agents, solicitors and valuers Should have worked in Hospitality, Education and Social sector or any of these. excellent communication, interpersonal ...

  • for new client acquisition and deepening existing relationships To coordinate with product and research team for taking investment decision to the clients. To conduct and assist in organizing seminars, workshops and other business development activities A thorough understanding of financial markets ...

  • Dear Candidate, We are looking for financial advisor who is fluent in Kannada and knows either Hindi or English. Any prior experience in finance is not required. The job responsibilities include: • Find prospective customers, or customer groups. • Conduct group literacy sessions and identify • Prior experience in banking and finance is NOT required • Ability to use technology tools (forms, apps, online ...

  • 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 ...

  • 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 ...

  • 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 ...

  • a customer-centric approach and ensure that customers are serviced well. - Ensure that customers trade actively after opening the trading account. Fresher with good communication skill can apply for this Candidate having Banking sales Exp ( CASA, Insurance , TPP, Third party Product, Financial product ) Can Apply

  • / Post Graduates with 1- 4 years experience in sales. Exposure to sales of financial investment products in a Banks, Mutual Funds, Stock broking, Commodities, Insurance and such other financial products. NISM/NCFM certification will be an added advantage Age below 30 years. Ability to build

  • / Post Graduates with 1- 4 years experience in sales. Exposure to sales of financial investment products in a Banks, Mutual Funds, Stock broking, Commodities, Insurance and such other financial products. NISM/NCFM certification will be an added advantage Age below 30 years. Ability to build

  • / Post Graduates with 1- 4 years experience in sales. Exposure to sales of financial investment products in a Banks, Mutual Funds, Stock broking, Commodities, Insurance and such other financial products. NISM/NCFM certification will be an added advantage Age below 30 years. Ability to build

  • / Post Graduates with 1- 4 years experience in sales. Exposure to sales of financial investment products in a Banks, Mutual Funds, Stock broking, Commodities, Insurance and such other financial products. NISM/NCFM certification will be an added advantage Age below 30 years. Ability to build

  • 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 ...

  • 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 ...

  • 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 ...

  • 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 ...

  • 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 ...

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