71 Job openings found

Responsibilities: Advising clients on financial products and services. Managing investments. Conducting planning services. Providing tax planning services. Providing estate planning services Degree in finance, economics, management, or related field. Previous experience in financial services. Must be analytical. Able to understand complex information. Strong mathematical skills. Confidence. Good presentation skills Wealth Manager Job Description We are looking for a wealth manager to be responsible for ...

Job Title: Financial Service Associate – Financial Services Location: Nagpur Experience: 0.6 - 2 years in sales (insurance) Salary: As per industry standards Job Responsibilities: Achieve business targets for financial products. Meet and counsel customers referred by HDFC Limited. Influence customers to buy Fixed Deposits and other products. Profile customers to recommend suitable investment and insurance options. Complete sales processes ...

Job Title: DM Department: PDDReports to: PDD Experience: Experience of 4-5 years in financial markets/IT industry would be desirable.Required Qualification: Minimum graduate Preferred Qualification: Post-Graduation in Finance –Preferably MBA Skill, Knowledge & Trainings: Skills The incumbent must demonstrate the following skills: Interpersonal skills Communication/drafting skills Familiarity with working in a highly computerized environment Knowledge Experience in preparing BRS or Functional Specifications, ...

Job Title: AM1 Department: CNO (Clearcorp NDS Operations)Reports to: Product Development Department Experience: Experience of 1-2 years in financial markets would be desirable. Required Qualification: Minimum graduate with Banking & Finance and / or Commerce background Preferred Qualification: Post-Graduation in Finance –Preferably MBA Skill, Knowledge & Trainings: Skills The incumbent must demonstrate the following skills: Interpersonal skills Communication skills Familiarity with working in a ...

  Job Summary: Join our fintech call center team as a Customer Support Executive. Help clients navigate financial products and services, deliver exceptional customer service, and resolve inquiries efficiently. Key Responsibilities: Client Interaction: Handle calls professionally. Assist with financial inquiries.  Strong communication skills with the ability to communicate effectively with internal and  external contacts Issue Resolution: Investigate and resolve concerns. Ensure compliance and security. Documentation and Training: Maintain records. Stay updated on products. Qualifications: Bachelor's degree preferred. Customer ...

Roles and responsibilities  High Level of Target Orientation of accomplishing Daily/Monthly target independently Should have good communication skills and basic hands-on on computer knowledge. Must be able to cope up with the company's rapidly improving environment Should be prepared and Insightful Ensuring No Unethical practices in the processes Good understanding and adherence of Quality metrics and ...

We are looking for competent, self-motivated and dynamic candidates. Job Description Distribution of Mutual Fund Products, Arranging Awareness Seminars, Achieving sales through clientinteraction. Salary As per industry standard. First increment will be applicable upon passing AMFI examination. AMFI certifiedCandidate will be eligible to do marketing activities and the sales will be rewarded by incentives. Students ...

provide assistance and solutions to the customer regarding financial products. responsibilities of a Telecaller is to provide excellent customer service. take a customer or client calls and offer Loan answers to their difficulties.  Answer potential clients’ questions about home improvement projects or goal Set appointments with prospective customers based on our associates’ schedules Maintain computer, ...

JOB DESCRIPTION SHOULD BE ABLE TO DO SALES B2B SALES PRODUCT SALES SOLAR PANEL OR SOLAR PRODUCT SALES TO PEOPLE PERSON SHOULD BE GOOD WITH INSIDE SALES  PLEASE CLICK ON COMPANY WEBSITE kslcleantech.com -WELL REPUTED AND REGISTERED COMPANY ADDRESS BELOW J1/9, Saltlake, EP Block, Sector V, Bidhannagar, Kolkata, West Bengal 700091

Relationship ManagerJob description:• New client acquisition, building new relationships and increasing depth in existing relationships with clients. • Selling online broking accounts- Demat account, trading account.• Identifying customer needs, assessing their appetite and providing them investment options.• Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.• Achieving targets ...