Financial Advisor Haardik Nayak Wealth Management

3.0 - 7.0 years

0 Lacs

surat, gujarat

On-site

You will be providing financial advice and guidance to clients regarding personal or business finance. This involves analyzing the client's financial status, goals, and investment preferences, developing and implementing comprehensive financial plans, advising on investment strategies and risk management, and monitoring investments to adjust strategies as necessary. Additionally, you will advise clients on retirement planning, including estimating income needs and developing a plan to achieve those goals. Recommending investments like Mutual Funds, Portfolio Management, and insurance products such as Life, Health, and Motor insurance will be part of your role. You will also educate clients on financial literacy and investment best practices while networking and building relationships with potential clients to expand the client base. It will be your responsibility to maintain accurate records of all client interactions and financial transactions. Staying up-to-date with changes in financial laws, regulations, and investment products is crucial for this role. The ideal candidate should possess financial knowledge, confidence, self-motivation, excellent sales skills, strong communication skills, and good presentation skills.,

Posted 1 week ago

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FRONT OFFICE MANAGER Sodexo

10.0 - 12.0 years

10 - 12 Lacs

Patan - Gujarat, Gujrat, India

On-site

Supervising front desk staff and ensuring they provide friendly, efficient, and professional service to guests or clients. Managing front desk operations, including check-in and check-out procedures, room assignments, and handling customer inquiries and complaints. Overseeing the maintenance of accurate guest and customer records and ensuring data privacy and confidentiality. Developing and implementing customer service policies and procedures to ensure a positive guest experience. Maintaining accurate financial records, including guest billings and payments, and ensuring the front desk operates within budget constraints. Collaborating with other departments, such as housekeeping and maintenance, to ensure a seamless guest experience. Ensuring compliance with industry regulations and standards, such as fire and safety codes, and maintaining a safe and secure environment. Experience in front desk or customer service management. Strong leadership and communication skills, as well as the ability to handle stressful situations and resolve conflicts, are critical for success in this role.

Posted 3 months ago

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