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37 jobs found for Financial Planner Surat

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  • - Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have a customer-centric approach and ensure that customers are serviced well. - Ensure that customers trade actively after opening the ...

  • - Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have a customer-centric approach and ensure that customers are serviced well. - Ensure that customers trade actively after opening the ...

  • - Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have a customer-centric approach and ensure that customers are serviced well. - Ensure that customers trade actively after opening the ...

  • - Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have a customer-centric approach and ensure that customers are serviced well. - Ensure that customers trade actively after opening the ...

  • 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 and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have a customer-centric approach and ensure that customers are serviced well. - Ensure that customers trade actively after opening the ...

  • with personnel, financial and other data 11. Assist colleagues whenever necessary Familiarity with office management procedures and basic accounting principles

  • of loans and credit options that are available, as well as the terms of those services. Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. Review loan agreements to ensure that they are complete and accurate according to policy Review

  • Following up on lead submissions and / or answering calls from customers Educating borrowers on the loan process from beginning to end Collecting borrower financial / credit information Processing borrower credit / income information through approval systems Securing proper documentation and managing loan

  • andamp; ATMs on customer service aspects, feedback and complaints Responsible for recruitment, training, onboarding and performance management of CCRs Staff training on customer service, SQ programs and FPC PRIMARY RESPONSIBILITIES : Financial / Business Achieve targeted customer retention rates

  • The following is the job summary for the Sales Officer position (For further information and clarification, interested candidates may send us an email): Acquire new customers for liabilities from open market Assist the field staff - unsecured loans for conversion of existing borrowing customers for liabilities Enhancement of the relationship with the existing customers by cross-selling products and ...

  • 1. To be a key planner, strategist & implementer with demonstrated abilities in devising sales and marketing activities and accelerating the business growth. 2. Building Distribution Network : Build a robust and profitable distribution network of Advisors & FLS. 3. Productivity & Activisation

  • culture among both staff and field force. Key Deliverables: 1. To be a key planner, strategist & implementer with demonstrated abilities in devising sales and marketing activities and accelerating the business growth. 2. Building Distribution Network : Build a robust and profitable distribution

  • culture among both staff and field force. Key Deliverables: 1. To be a key planner, strategist & implementer with demonstrated abilities in devising sales and marketing activities and accelerating the business growth. 2. Building Distribution Network : Build a robust and profitable distribution

  • communication /visits with suppliers to discuss all open issues impacting supplies. Monitoring of monthly production plans & its execution with all CMO location to avoid BO/OOS situation. Participate in Pre S&OP meetings with market planners and Indian suppliers to provide visibility of supply. To organize

  • Tally Financial Accounting Branch Administration Banking Taxation Balance Sheet Profit & Loss Accounts Operations Management Fund Raising Quarterly & Annual Result Liaisiong & Coordination Auditing Legal Matters

  • Must have B.E/B.Tech from NIT Generate pipeline of projects, good understating on project financials & benefit calculation to select good project, drafting of project business cases. Determines project specifications by studying product design, customer requirements, and performance standards; completing technical studies; preparing cost estimates. Determines project responsibilities by identifying ...

  • Responsibility Area: -To meet and greet walkin venue clients -To give proper financial presentation to all walk in clients on daily basis -To provide clients comprehensive financial planning advice with emphasis on L.I. And G.I. -To take 5 references from each walk in client and work towards calling them

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