Search Results: 1,368 vacancies
...from the given customer database as per the campaign
Customer Service/Retention through relationship management
Timely &... ...strengthening relationship with the allocated customer base.
Identify financial goals of customers and providing financial planning assistance....
...Will be responsible for achieving brokerage productivity per RM 8) Ensure adherence to all compliances. Experience : 8 To 10 Years in a broking firm, with at least 1 year as a branch Manager. Qualifications : 1) C.A/MBA with 5 years experience in a broking Firm, 2) NCFM...
...JOB ROLE :
. Handling personalized service requests of customers.
. Generation of timely business MIS.
. Ensuring strict adherence... ...TAT.
JOB REQUIREMENT:
. Developing and maintaining banking relationships with a select group of high net worth customers...
...Broking Channel
Branch Sales - RM
Roles:
# Responsible for new client acquisition, building new relationships... ...Post graduate with 1 - 4 yrs exp in direct selling of financial products from any financial services industry.
# Should have good communication &...
...experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform... ...activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute...
Rs 6 - 7 lakhs p.a.
...the last couple of years, the Institutional Broking Business has been started and the sales are going
on. But now the company wants to establish a dedicated Institutional... ...research reports covering company profiles, financial analysis, industry
trends, investment thesis...
Branch Dealer
Role
# Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
# Develop and maintain a long-term relationship with...
...couple of years, the Institutional Broking Business has been started and... ...are going
on. But now the company wants to establish a dedicated... ...covering company profiles, financial analysis, industry
trends, investment... ...in the Indian financial services industry known for its strong...
Rs 8 - 12 lakhs p.a.
...One of the Largest Equity Broking Corporates in India ... searching for #BranchManager... ..., Gujrat
Candidates from Banking, Insurance, and mutual fund... ...handling or Team handling
About Company:
Company is a well-diversified financial service company in India & Abroad,...
...IT is the leading private general insurance company in the country. The Company offers a comprehensive and well-diversified range of products through multiple distribution channels, including motor, health, crop, fire, personal accident, marine, engineering, and liability...
...Company Description
Founded in 1987, Ckredence Wealth is a comprehensive wealth management services provider located in Surat. We believe in valuing both your time and your money. Our team of professionals has expertise in various investment avenues and is dedicated...
...A Consulting company is looking for a semi Qualified or qualified CS ( Company Secretary )for the company . Location : Surat
experience... ...for general meetings (AGMs/EGMs):
•providing legal, financial and/or strategic advice in ROC Matters.
•advising directors and...
...Join us as a Banking Sales Officer and champion the growth of our CASA portfolio. Your role involves attracting new customers, building... ...Great communication and negotiation skills. - Understanding of financial products, especially CASA. - Enjoy working in a lively environment...
...savings accounts. You'll be the face of our bank, showcasing the benefits, building lasting... ...products. - Provide exceptional customer service and ensure compliance with regulations. -... .... - Proven sales experience in banking or financial services. - Strong communication, negotiation...
Managing brokers relationship in defined territories.
Building strong association with broker sales team and other business touch points.
Promoting multiple line of businesses through assigned broker network.
Should be able to manage large business volume and broker...
Job Title: Financial Operations Associate
Location: [Surat]
Responsibilities:
Open trading and Demat accounts for clients.
Execute... ...skills.
Preferably 2 years of experience in the financial services industry, but freshers willing to learn are welcome.
Preferred...
...and insurance products.
Achieve sales targets for various financial products.
Prospect and bring in new clients.
Qualifications... ...sales and marketing experience.
Proven sales success in banking.
Strong communication skills.
Knowledge of financial...
...Join us as a Banking Sales Officer and be at the forefront of our CASA growth journey. Your role: acquire customers, build relationships... ...CASA products. - Build lasting relationships with personalized financial advice. - Smash sales goals and stay updated on market trends. Qualifications...
...responsibilities of a sales officer in the banking industry.
Responsibility :
~... ...Fulfill and exceed sales goals for a range of financial offerings. li aria-setsize=-1 data-aria-... ...=listitem familiarity with financial services and rules.
More information:
Kevisha...
...A sales officers main duties in the banking sector are to build relationships with clients... ...current and savings).
crossselling financial and insurance goods.
Reach and surpass... ...skills.
Knowledge of financial services and regulations.
For more information...
