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Aastha Fintech
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Commodity Dealer

Commodity Dealer

Aastha Fintech

2 - 5 years

4 - 7 Lacs

Someshwar Pune Surat Bengaluru

Posted:3 months ago| Platform:

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Skills Required

Training business acquisition LMS Financial analysis Analytical Corporate Customer relationship Technical Analyst Team building Equity Advisor

Work Mode

Work from Office

Job Type

Full Time

Job Description

Commodity Dealer Assistant Wealth Manager Customer Relationship Manager Tele-Caler HR

Name

Mobile

Current Location

Date Of Birth

Education
Graduate Post Graduate Other

Current CTC

Expected CTC

Notice Period

Message (Optional):

Upload Resume*

Wealth Manager OPEN Know More

Job Description of Wealth Manager Position

Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
Schedule and conduct regular client meetings to review their financial plans, investment portfolios
Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.
Responsible to generate business and meet the monthly, quarterly, annual Business Criteria
Ensure all client interactions and transactions comply with regulatory requirements and company policies.

Required qualifications, capabilities, and skills

Bachelors degree is required
Minimum 2-5 years of experience in finance field
Ability to analyze clients financial situations, assess risk tolerance, and provide tailored financial advice and solutions.
Strong verbal and written communication skills
Passion for helping clients achieve their financial goals

Applying For
Equity Advisor Wealth Manager Sales Manager Team Leader Corporate Trainer Technical Analyst Commodity Dealer Assistant Wealth Manager Customer Relationship Manager Tele-Caler HR

Name

Mobile

Current Location

Date Of Birth

Education
Graduate Post Graduate Other

Current CTC

Expected CTC

Notice Period

Message (Optional):

Upload Resume*

Sales Manager OPEN Know More

Job Description of Sales Manager Position

Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
Schedule and conduct regular client meetings to review their financial plans, investment portfolios
Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.
Responsible to generate business and meet the monthly, quarterly, annual Business Criteria
Ensure all client interactions and transactions comply with regulatory requirements and company policies.

Required qualifications, capabilities, and skills

Bachelors degree is required
Minimum 2-5 years of experience in finance field
Ability to analyze clients financial situations, assess risk tolerance, and provide tailored financial advice and solutions.
Strong verbal and written communication skills
Passion for helping clients achieve their financial goals

Applying For
Equity Advisor Wealth Manager Sales Manager Team Leader Corporate Trainer Technical Analyst Commodity Dealer Assistant Wealth Manager Customer Relationship Manager Tele-Caler HR

Name

Mobile

Current Location

Date Of Birth

Education
Graduate Post Graduate Other

Current CTC

Expected CTC

Notice Period

Message (Optional):

Upload Resume*

Team Leader CLOSED Know More

Contribute to training and development of the team
Would be responsible for Client Activation and Acquisition
Would be responsible to guide and educate team related to the Financial Field and make them capable enough to be the Member of the Organization
Assist in Hiring Procedure as and when required
Require to work with team, and so require to motivate them for the Business Generation
To assist in achieving maximum profitability and growth in accordance with organisation plans
To assist with the preparation of Team Business Reports and Their Incentive Calculations and their Score Boards
Regular review on teams performance and business acquisition
Meet your targets and those of the team as a whole
To assist in the smooth running of the Business and team

Required qualifications, capabilities, and skills

Minimum Graduation is required.
Minimum of 3-5 years of experience
Leadership skills with the ability to drive a team
Experienced in team handling and team building
Deep understanding of financial products and services
Exceptional verbal and written communication skills
Strong analytical and problem-solving skills, with the ability to conduct in-depth financial analysis and make data-driven decisions.

Applying For
Equity Advisor Wealth Manager Sales Manager Team Leader Corporate Trainer Technical Analyst Commodity Dealer Assistant Wealth Manager Customer Relationship Manager Tele-Caler HR

Name

Mobile

Current Location

Date Of Birth

Education
Graduate Post Graduate Other

Current CTC

Expected CTC

Notice Period

Message (Optional):

Upload Resume*

Corporate Trainer CLOSED Know More

Job Description of Corporate Trainer Position

The Trainer is responsible for leading and facilitating training programs for employees to enhance their skills, knowledge, and productivity in their role within the organization. A Corporate Trainer, or Development Educator, is responsible for maintaining the standards of an organizations talent by providing comprehensive training at the start of employment and as needed throughout employment. Their duties include working closely with company executives and department heads to determine areas for employee improvement, developing training courses for new and existing employees and establishing methods to track employee performance after the completion of training.

Create training materials, including presentations, handouts, and assessments.
Conduct needs analysis to determine training gaps and areas of improvement for employees.
Collaborate with department managers to align training programs with company goals and objectives.
Monitor training effectiveness and adjust programs as necessary to ensure maximum impact.
Stay up-to-date with industry trends and best practices in employee training and development.

Required qualifications, capabilities, and skills

Experience of 2-5 years
Bachelors degree is mandatory
Good communication and verbal skills
Ready for office and visiting other branch trainings as per requirement
roficient in Microsoft Office and Learning Management Systems (LMS).
Time Management and organisational skills
Candidate with good patience level
Motivational and team nbsp;handling nbsp;skills

Applying For
Equity Advisor Wealth Manager Sales Manager Team Leader Corporate Trainer Technical Analyst Commodity Dealer Assistant Wealth Manager Customer Relationship Manager Tele-Caler HR

Name

Mobile

Current Location

Date Of Birth

Education
Graduate Post Graduate Other

Current CTC

Expected CTC

Notice Period

Message (Optional):

Upload Resume*

Technical Analyst OPEN Know More

Job Description of Technical Analyst Position

Build and improve predictive models for better recommendations
Provide strategic market and stock specific advice to teams and clients based on analysis.
Implement new investment strategies, which could help giving recommendations and advice to the clients
Help prepare initial reports , stock research reports and presentations for internal analysis and review.

Required qualifications, capabilities, and skills

Minimum Bachelors degree is required.
Minimum 1-2 years of experience is required.
Proficiency in technical analysis tools and software will be an added advantage.
Certified training courses done will be preferred.
Strong analytical and problem-solving abilities to interpret market data

Applying For
Equity Advisor Wealth Manager Sales Manager Team Leader Corporate Trainer Technical Analyst Commodity Dealer Assistant Wealth Manager Customer Relationship Manager Tele-Caler HR

Name

Mobile

Current Location

Date Of Birth

Education
Graduate Post Graduate Other

Current CTC

Expected CTC

Notice Period

Message (Optional):

Upload Resume*

Commodity Dealer OPEN Know More

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Commodity Dealer