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18 jobs found for Investment Advisor 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 & 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 ...

  • - 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 ...

  • Consumer Durables/Telecom Sector/ Top Advisors/Members of MDRT. Minimum 12 months Tenure in the present company Minimum 18 months of Average Tenure Insurance Specific Experience not more than 01 insurance industry Fairly good command over English as well as local language. Should be presentable ...

  • Liaising with the regional finance teams and external advisors Preparing funds flow and cash flow statements to monitor the inflow & outflow of funds and ensure optimum utilization of available funds towards the accomplishment of corporate goals ...

  • Strategic Planning Management Accounting Investment Planning Corporate Finance Fund Management (Equity & Debt) MIS Management -Strategic Partnership Treasury Management ERP Implementation GAAP Auditing and Taxation Business Planning

  • To recruit team of Insurance Advisors as per the corporate strategy To ensure and maintain levels of productivity as prescribed To focus on and develop various business segments as per the sales strategy To train IAs with the help of training team To uphold the brand image and ensure compliance

  • Responsible for OEM mrktng. Preparation of quotation & submission.Laison with Suzuki for all commercial issues & settlement.Part price & investment settlements. New business development, primarily focusing on Suzu.Person should have ep in automoile

  • 5-10 yrs experience out of which Agency recruitment/ management experience of at least 2 years. GI/LI experience preferred, Job Responsibilities Must have the ability to recruit and license Insurance advisors, drive the team of these advisors to generate business and expand the business. Achieve

  • network of Advisors & FLS. 3. Productivity & Activisation To Manage productivity and activization of the Advisors within the team.. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. 4 ...

  • 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

  • Implementation of Fraud management plan for the organization Developing tools and techniques for detection and deterrence of fraud Promoting an anti-fraud culture that encourages employees, customers, agents/advisors, vendors, service partners to act with integrity, selflessness, objectivity ...

  • network of Advisors & FLS. 3. Productivity & Activisation To Manage productivity and activization of the Advisors within the team.. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. 4 ...

  • 1. Lead on the production of learning and development policy, standards and guidelines, including the preparation of the annual Learning Investment Plan, taking account of current legislation and recommendations and the future direction of the Company 2. Lead on the development of quality systems

  • Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum with regard to the third party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio

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