- Direct all operational aspects including distribution operations, customer service, human resources, administration and sales- Assess local market conditions and identify current and prospective sales opportunities- Develop forecasts, financial objectives and business plans- Meet goals
generated: includes analyzing credit histories &basic financial analysis by adhering to internal and external regulations Dealing with the Customers- Engage with the customers at the front end to ensure smooth conversions from lead stage to disbursement and also repayment, recovery and retention. Monitoring ...
Responsible for selling third party products like Mutual Funds, - Prospect and acquire new customers through new client acquisition through Sub-brokers/Franchisees. - Engage clients in meaningful conversations about their finances and financial aspirations and take active interest
Responsible for the accounting operations of the company • Communicate routinely with Project Managers on a variety of job related topics including bonding, insurance and contract agreements. • Participate in the formation and implementation of company financial plans • Preparation of all Creating new accounting/operations procedures to prepare and manage rapidly growing entity and the evolving business ...
The wealth advisor will have to undertake the following responsibilities: To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial
economic activity and adverse trends, if any in the industry. Recommend / decide on loan proposals basis Detailed customer, Financial and collateral analysis Continuously upgrade Legal and Technical Understanding of properties Vendor Performance Monitoring & Training Monitoring Post Disbursal Documents
- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals - Focus on business
to effectively present information. Requires advanced knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis. Ability to comprehend, analyze, and interpret complex documents. Ability to solve