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72 jobs found for Investment Advisor Kolkata

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  • and leads from existing customers for business expansion. Making existing clients understand with various new products offered by organization and to generate new business. Providing advisory regarding the processes, procedures and strategies for securities investment ideas in stocks. For feedback on advise

  • self-updated on the financial markets and in advisory products / services in particular. Financial Advisor: The HNI FA will be responsible to increase client base and revenues and track the HNI segment in the market for new client acquisition and deepening existing relationships. Acquire new clients

  • - 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 & 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 ...

  • The roles and responsibilities of the Senior Patient Care Advisor include the following: Maintaining confidentiality of patients and organizational sensitive information Capturing details related to adverse drug reactions reported by patients in pre-defined templates Providing patient support

  • The roles and responsibilities of the Senior Patient Care Advisor include the following: Maintaining confidentiality of patients and organizational sensitive information Capturing details related to adverse drug reactions reported by patients in pre-defined templates Providing patient support

  • Financial Advisor: *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

  • *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 is serviced well. *Ensure that customer trades actively after opening of the trading account ...

  • across product mix. 5)To achieve the business targets assigned in terms of up selling Renonwnd NBFC mutual fund products enhancing and upgrading the client Net worth relationships 6)Profiling customers and provide Investment Plan financial advise to the client/HNI Clients. 7)Ensuring the highest Work Status Full Time CTC: Upto 3 lack Qualification Minimum : Graduate Designation Relationship Manager

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • *Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Keywords: SALES,MARKETING,BUSINESS DEVELOPMENT,BANKING,MEDIA

  • *Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Keywords: SALES,MARKETING,BUSINESS DEVELOPMENT,BANKING,MEDIA

  • *Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market ...

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