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30 jobs found for Financial Advisor West Delhi Manager

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  • valuation metrics with flexibility to run sensitivities Prepare credit review and other internal approval memos / presentations Preparing offering circulars and information memoranda Preparing term sheets Manage deal disbursement in coordination with concerned units of bank Maintain deal intelligence - CA/ MBA/ Graduate/Post Graduate in Allied Subjects Candidate must be CA - Exp Sal :15-20 lac - Loc ...

  • Minimum 8 years of experience in Oracle financial modules Should be able to face the client independently & is good in communication Should be able to convert requirements into design Should be able to analyze and understand the interfaces independently Well versed in preparing Functional

  • written English, fair command over spoken English, positive attitude towards client service. Financial Planning Prepare financial planning materials for client meetings Follow up on technical / investment items from client meetings Create financial plans and proposals for new clients Conduct financial Skills Required Education and certification A financial planner needs a bachelor's degree in a ...

  • *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

  • for the team/ Branch. Recruitment of team of Business Service Associate (BSA)/Agent Mentor Development of a high performing Advisor team with low attrition rates. The role-holder would have day to day responsibility of driving business through team of Advisors

  • required Travel Requirement Within the zone (West, East, North & South ...

  • through teaching and coaching other financial service professionals. A defined pathway into management. The opportunity to earn a very high income ...

  • segments and manage Corporate & SMEs at all branch locations of the Cluster. Will play a strategic role in the future growth and expansion of the organization Responsible for achieving Sales for wealth products, acquiring hni/uhni (its an individual role). PRODUCT: Mutual fund, Insurance, PMS and other

  • segments and manage Corporate & SMEs at all branch locations of the Cluster. Will play a strategic role in the future growth and expansion of the organization Responsible for achieving Sales for wealth products, acquiring hni/uhni (its an individual role). PRODUCT: Mutual fund, Insurance, PMS and other

  • segments and manage Corporate & SMEs at all branch locations of the Cluster. Will play a strategic role in the future growth and expansion of the organization Responsible for achieving Sales for wealth products, acquiring hni/uhni (its an individual role). PRODUCT: Mutual fund, Insurance, PMS and other

  • segments and manage Corporate & SMEs at all branch locations of the Cluster. Will play a strategic role in the future growth and expansion of the organization Responsible for achieving Sales for wealth products, acquiring hni/uhni (its an individual role). PRODUCT: Mutual fund, Insurance, PMS and other

  • segments and manage Corporate & SMEs at all branch locations of the Cluster. Will play a strategic role in the future growth and expansion of the organization Responsible for achieving Sales for wealth products, acquiring hni/uhni (its an individual role). PRODUCT: Mutual fund, Insurance, PMS and other

  • segments and manage Corporate & SMEs at all branch locations of the Cluster. Will play a strategic role in the future growth and expansion of the organization Responsible for achieving Sales for wealth products, acquiring hni/uhni (its an individual role). PRODUCT: Mutual fund, Insurance, PMS and other

  • segments and manage Corporate & SMEs at all branch locations of the Cluster. Will play a strategic role in the future growth and expansion of the organization Responsible for achieving Sales for wealth products, acquiring hni/uhni (its an individual role). PRODUCT: Mutual fund, Insurance, PMS and other

  • segments and manage Corporate & SMEs at all branch locations of the Cluster. Will play a strategic role in the future growth and expansion of the organization Responsible for achieving Sales for wealth products, acquiring hni/uhni (its an individual role). PRODUCT: Mutual fund, Insurance, PMS and other

  • Job Responsibilities: Candidate would be responsible for developing and sustaining HNI / UHNI relationship by consistently achieving the strategic goals / objectives of clients & management. Candidate should comply with applicable rules, regulations and processes as defined by regulators ...

  • Job Responsibilities: Candidate would be responsible for developing and sustaining HNI / UHNI relationship by consistently achieving the strategic goals / objectives of clients & management. Candidate should comply with applicable rules, regulations and processes as defined by regulators ...

  • Job Responsibilities: Candidate would be responsible for developing and sustaining HNI / UHNI relationship by consistently achieving the strategic goals / objectives of clients & management. Candidate should comply with applicable rules, regulations and processes as defined by regulators ...

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