Try another search here
Not your type of job? Try your own search. Ok, got it

Want to receive similar jobs about "Financial Planning Officer Surat" by email?

Create an email notification

FiltersFilter search results

  • City
    • (23)
    • (1)
  • State
    • (23)
  • Category
    • (11)
    • (4)
    • (4)
    • (1)
    • (1)
    • View more »
    • (1)
    • (1)
  • Minimum Level of Studies
    • (23)
    • (22)
  • Working Shift
    • (23)
  • Posting period
    • (1)
    • (3)
    • (8)
    • (14)
    • (17)
    • View more »
    • (22)

23 jobs found for Financial Planning Officer Surat

Sort by:
  • 1. Assists office staff in maintaining files and databases 2. Prepares reports, presentations, memorandums, proposals and correspondence as assigned 3. Assigns jobs and duties to office staff as needed 4. Monitors office operations 5. Coordinating office activities and operations. 6. Supervising Familiarity with office management procedures and basic accounting principles

  • scheduled. 5.Checking and replying to E-mails of the Director 6.Ensure that various files/ documents are being sent to the Director well before every meeting scheduled. 7. Handling all paper Work. 8 Preparing Pre Presentations for the Meetings and Deals Scheduling Travel Plans 9 Reporting • Energetic, willingness to learn • Excellent communication skills (written, spoken English). • Well versed with Ms. Word, Power ...

  • 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

  • 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

  • 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

  • and discretion as well as incorporating new and effective ways to achieve better results. Skills Organization and planning skills Work management and prioritizing skills Verbal and written communication skills Attention to detail Flexibility

  • Identification of key accounts (hospitals, nursing homes, birthing centers etc.) for establishing partnerships for Babyshield within the assigned region To come up with a strategy to establish and manage the account and set objectives (enrolments, account growth plan etc ...

  • Assist MD in business activities Attend meetings and take minutes of meeting Plan travel and hotel arrangements Schedule appointments Reply mails and phone calls Make presentations for meeting Take dictations

  • Relationship executive Relationship Officer Job Description: Attend walk-in clients, give them presentation about financial planning collecting documents from clients acquiring new clients for business development Candidate criteria: Graduates with good communication and presentation skills

  • 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

  • action recommendation Develop and maintain an agreed project plan and detailed stage plans Plan and manage deployment of physical and financial resources to meet project milestones Build and sustain effective communications with other roles involved in the project Apply quality management principles

  • for top management. 11.Meetings with Service Vendors to understand their issues and communicate our plan of action ...

  • Giving presentation to walk-in clients regarding financial planning. Developing business (through in-house sales)by acquiring new clients. Acquire new clients through venue sales(In-house Sales) candidate criteria Graduates (Fresher/Experienced) with professional attitude. Excellent communication

  • Giving presentation to walk-in clients regarding financial planning. Developing business (through in-house sales)by acquiring new clients. Acquire new clients through venue sales(In-house Sales) candidate criteria Graduates (Fresher/Experienced) with professional attitude. Excellent communication

  • Key Job Responsibilities: - Co-ordinate with team at other branches for data collection - Maintaining date & publishing MIS / Dashboards - Liase with Head office for budget approval etc. - Planning & organizing events / R&R activities Desired Profile * Good knowledge of advanced excel * Network

  • 1)Maintains system and machines by completing preventive maintenance, repairing , replacing faulty parts 2) Knowledge of operation & maintenance of Dg set, Residential ac , commercial ro, electrical panel and gas fired oven. 3) Knowledge to use MS office to prepare reports. 4) Planning &

  • and resolve customer queries within the defined TATs Handling all front office activities of branch, related to customer interaction and resolving customer queries

  • smooth handling of each shipment. Cracking down new Customers & getting more Business for Freight Forwarding & NVOCC. Tracking, investigating, and reporting sales information; resolving problems, sourcing & booking cargo (export, import) Preparing sales plan, analysis, maintain report

Want to receive similar jobs about "Financial Planning Officer Surat" by email?

Create an email notification
Go to Top