124 Investments Jobs - Page 2

As a Wealth Manager at WorldoTalent, you will be responsible for financial planning, investment management, investments, finance, and insurance in day-to-day tasks. Your role will involve utilizing your Financial Planning and Investment Management skills, along with your Experience in Investments and Finance. Your Knowledge of Insurance will be crucial in effectively managing the financial portfolios. To excel in this role, you must possess strong analytical and problem-solving skills. Your ability to communicate effectively and interact well with others is essential. A Bachelor's degree in Finance, Economics, or a related field will provide you with the foundational knowledge required to succeed in this position. If you are looking for a challenging and rewarding opportunity to showcase your financial expertise and make a meaningful impact, then this full-time on-site role in Thane is perfect for you. Join us at WorldoTalent and be a part of our mission to empower individuals to showcase their talents and businesses to find perfect synergies. Celebrate creativity and skill with us! To apply for this position, please send your resume to ishika@worldotalent.com.,

As a Treasury Manager for the RIL Joint Venture with SIBUR, your primary responsibility will be to oversee all treasury activities related to the partnership. This includes managing cash flows, investments, forex, and working capital of the JV company. You will be required to provide financial support to the JV company through various means such as ECB Loan, Working Capital facilities, Capex financing facilities, Trade finance, and Equity/Debt support from sponsors. In this role, you will be expected to liaise with bankers, rating agencies, legal experts, and consultants to ensure smooth financial operations. You will also be responsible for preparing monthly reports on Financial Performance, including P&L, Cash Flow, and Balance Sheet analysis. Additionally, you will manage financial models for the JV and prepare presentations for Board and Audit committee meetings, as well as joint review meetings with SIBUR. The ideal candidate for this position should hold a CA qualification with not more than 3 attempts. Preferred industry experience includes Oil and Gas and Manufacturing. Key skills required for this role include expertise in Treasury management, Cash flow analysis, Working capital management, and financial modeling. If you have a strong financial background and are looking for a challenging role in a dynamic environment, this opportunity could be the perfect fit for you.,

Job Description: You will be joining Pune Angels Network, a dynamic platform connecting visionary entrepreneurs with experienced investors to support the growth of innovative startups. Your role as a Wealth Manager in Pune will involve developing and executing financial plans, managing investment portfolios, providing investment advice to clients, and leveraging your expertise in finance and insurance. Your daily responsibilities will include conducting client consultations, reviewing and managing portfolios, performing financial analysis, and collaborating with other financial professionals to ensure client requirements are met. To excel in this role, you should possess strong skills in Financial Planning and Finance, along with experience in Investment Management and Investments. You will be involved in Angel Investor On-boarding and explaining investment opportunities in startups to Angel Investors. Knowledge of insurance products and markets is essential, as well as excellent analytical and problem-solving abilities. Effective communication and interpersonal skills are vital, and you should be capable of working both independently and collaboratively. Holding relevant industry certifications such as CFP or CFA would be advantageous. A Bachelor's degree in Finance, Economics, or a related field is required. Join our community at Pune Angels Network and play a key role in shaping the future of entrepreneurship by empowering early-stage businesses with financial expertise, mentorship, and a robust support system. Note: This Job Description is a standard summary tailored from the provided information.,

You will be joining Raheja Developers Limited as a Vice President of Human Resources (HR VP), playing a crucial role in overseeing various HR functions at the company's Gurugram location. Your responsibilities will include managing recruitment, employee relations, performance management, and ensuring compliance with labor laws. As an HR VP, you will be expected to develop HR strategies, administer employee benefits, facilitate professional development programs, and foster a positive work environment in line with the company's objectives and principles. To excel in this role, you should possess a background in Finance and Investments, along with knowledge of the Commercial Real Estate and Real Estate sectors. Your expertise in Due Diligence processes, coupled with strong leadership and decision-making abilities, will be essential for success. Effective communication skills and the ability to build interpersonal relationships are key requirements for this position. Ideally, you should hold a Master's degree in Human Resources, Business Administration, or a related field. Previous experience in the real estate industry would be advantageous and beneficial for your role as an HR VP at Raheja Developers Limited.,

Job Description: As a Financial Services Advisor at our company located in Pathanamthitta, you will play a crucial role in providing comprehensive financial planning advice to our clients. Your responsibilities will include offering personalized financial plans, assisting with retirement planning, and providing expert guidance on investments. You will be expected to assess each client's unique financial situation, stay up-to-date on the latest financial regulations and products, and monitor client accounts to ensure their financial goals are met. To excel in this role, you should possess a solid knowledge of Financial Planning, Finance, and Investments. Your skills in Retirement Planning and Financial Advisory will be essential in helping our clients secure their financial future. Strong interpersonal and communication skills are key, as you will be interacting with clients on a daily basis. Additionally, the ability to work both independently and collaboratively as part of a team is crucial to succeed in this position. While a Bachelor's degree is preferred, we value relevant experience and expertise in the field of financial services. If you are passionate about helping individuals achieve their financial goals and possess the necessary qualifications, we welcome you to apply for this exciting opportunity.,

We are Hiring for Bancassurance Officer - Bank Channel Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales and marketing activities within a branch Required 2 year sales Experienced in BFSI Contact 9340458060 No Charges

We are Hiring for Bancassurance Officer - Bank Channel Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales and marketing activities within a branch Required 1 year sales Experienced in BFSI Contact 9340458060 No Charges

We are Hiring for Bancassurance Officer - Bank Channel Eligibility- Graduation Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales and marketing activities within a branch Req 1 year sales in Insurance Contact 9131427672

Job Description: As the Head of Investor Relations at our company, located in Gurugram, you will play a crucial role in handling all aspects of investor relations. Your main responsibilities will include preparing and delivering investor presentations, managing communication with investors, conducting financial analysis, and developing investment strategies. It will be essential for you to collaborate effectively with internal departments to ensure accurate and timely communication of financial performance and strategic initiatives to investors and stakeholders. To excel in this role, you must possess skills in investor presentations and investor relations. Additionally, strong analytical skills and experience in finance are key requirements. A sound knowledge of investments and financial markets will be beneficial. Your ability to communicate effectively through both written and verbal means is essential. You should be able to work independently as well as part of a collaborative team. Any prior experience in the finance or investment industry will be viewed as a valuable asset. A Bachelor's degree in Finance, Business, Economics, or a related field is required for this position.,

AYRA CONSULTANCY SERVICES LIMITED is a management consulting company based in Hyderabad, India, specializing in providing expert advice and tailored solutions to enhance business performance. Committed to delivering exceptional service and support to a diverse clientele, we are currently seeking a full-time Equity Advisor for an on-site role in Hyderabad. As an Equity Advisor, you will be responsible for providing investment advice, managing customer portfolios, and executing equity trades. Your role will also involve engaging with clients to understand their financial goals, delivering exceptional customer service, and staying updated with market trends and financial news. The ideal candidate for this position should possess the following qualifications: - Customer Service and Sales skills - Investments and Finance knowledge - Experience in Portfolio Management - Excellent communication and interpersonal skills - Ability to work independently and as part of a team - Bachelor's degree in Finance, Economics, Business, or related field - Relevant certifications such as CFP or equivalent are a plus If you are passionate about finance, have a strong understanding of investments, and enjoy working closely with clients to help them achieve their financial goals, we invite you to apply for this exciting opportunity at AYRA CONSULTANCY SERVICES LIMITED.,

The ideal candidate for this position should possess a strong working knowledge of Investments and Excel expertise. It is essential to have a basic understanding of investment products. Previous experience in a bank, particularly in back-end operational roles and familiarity with the bank's core banking system, is highly desirable. As a part of the team supporting the product manager for Structured Product Solutions, your responsibilities will include managing various activities such as reconciliation, liaising with Operations and Treasury trading desks, tracking product maturity and auto calls, preparing product term sheets, and monitoring MIS. The role will also involve working with bonds, mutual funds, securities, preparing MIS reports, conducting system checks, handling banking system operations, settlements, back-end operations team coordination, wealth operations, and investment products. Candidates with a background in the banking industry, especially with experience in Investments, will be preferred for this role.,

The Electric Asset Mapping Specialist position is a full-time on-site role located in Uttrakhand. As the specialist, you will be responsible for identifying, cataloging, and mapping electrical assets on a daily basis. Your primary tasks will include analyzing data, creating detailed reports, coordinating with other teams, and ensuring the accuracy of asset information. Additionally, you will be in charge of maintaining records and monitoring equipment conditions. To excel in this role, you should possess strong analytical skills for data evaluation and problem-solving. Excellent communication skills are essential for effective coordination and reporting. A background in Finance, Investments, and Asset Management would be beneficial. Attention to detail and accuracy is crucial for this position. You should also be able to work collaboratively with cross-functional teams. Previous experience in handling electrical assets is considered a plus. A Bachelor's degree in Electrical Engineering, Asset Management, or a related field is required. If you are passionate about electric asset mapping and possess the necessary qualifications, we encourage you to apply for this exciting opportunity in Uttrakhand.,

You will have the opportunity to join a leading global investment management firm in Hyderabad as a mid-senior Compliance professional. This role is suited for individuals with a PQE of 8-12 years and a strong background in Global Regulatory Filings such as Form PF, Form CPO-PQR. Your responsibilities will include Compliance Monitoring and Oversight within the Investments and Financial Services sector. If you have extensive experience in this field and are looking for a new challenge, we encourage you to reach out to nilasha@vahura.com and utkarsh@vahura.com for a confidential discussion.,

Role & responsibilities a. Investments: - Proactively source investment opportunities by building relationships within the startup ecosystem, including founders, incubators, and accelerators. - Assist in evaluating potential new investments in a wide variety of sectors (both stand along and strategic for the group) such as AI, Big Data, ML, Med-tech, Biotech, High-tech among others (Investments could be both in listed and unlisted stock, directly or indirectly (through funds), in India or overseas) - Assist in compiling investment memos, financial models, and other deal related material to make an informed investment recommendation. - Assist in arriving at the valuation of the prospective investment companies by looking at cash flows, comparable and any other relevant method. - Assist in negotiating term sheets and other legal documents for the funds. - Assist in undertaking due diligence of existing and new partner organizations. Focus geographies include India, US & Israel (this is not an exhaustive list). - Assist in managing the process of deal documentation, legal review, financial administration by working closely with Tax, legal and secretarial departments as relevant. b. Portfolio Management: - Assist in providing support to existing portfolio companies and funds from investment to exit, on specific identified initiatives, drafting business plan, fund raising, investor presentations, among others. - Assist in monitoring and reporting of the portfolio performance at each investment level through detailed MIS tracking, with financial and business metrics. c. Market Tracking and Network Building: - Assist in tracking economic and market trends, earnings prospects, financial statements, and various other indicators - Assist in building a network of startup advisors, fund managers and tech entrepreneurs. - Provide insights and recommendations based on market research. d. Additional Responsibilities: - Assist in building a solid investment team. - Be open to new ideas, suggestions, and improvements to bring overall synergies.

Maximize sales performance to achieve given revenue targets of the branch and zone through liability products [Current /Savings /Term deposits], wealth management products and asset related products(secured, unsecured) Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and implement a customer acquisition and retention programme. Improve product per customer holding. Device strategies to counter competition and maximize market share in the Catchment area of the branch, by below the line activities and promotions. Provide support for new product launches, and champion new sales initiatives Collaborate with Segment to facilitate up- streaming of customers Ensure employees are adequately trained on all products/ processes and services facilitating first time resolution. Minimize rejections and customer complaints Monitor customer satisfaction survey ratings, net promoter score or any other survey/ feedback ratings taken from customers and ensure continuous improvement if below bench-mark, sustain and better quality service Monitor and track transaction volumes and ensure effective transaction migration to alternate channels of banking Ensure PFM, teller and service managers productivity are at optimum levels Candidate is aware of bank's Mis-selling & Sales Policies and ensure adherence all the times. Operations and Compliance Ensure satisfactory ratings in all internal/external audits conducted at the branch Ensure compliance to all Operations health documents like KCD/KRI/OPS manual, process notes and circulars issued from time to time. Perform regularKCS checks mandated Ensure timely and accurate submission of all returns both internal and statutory for sales and service Ensure accurate and timely processing of all customer instructions as per applicable processes/ circulars Revenue and Cost Management Lead revenue generation and profitable growth by focusing on: Improved deposit mix comprising Current and Savings accounts Waiver Tracking and Management Non-funds-based income Ensure costs are managed within budgets Change Management Implement change initiatives in the areas of branch space rationalization/ optimization, transaction migration, systems implementation, process Re-engineering and premises reconfiguration People Management Drive and embed a strong performance culture through inspiring, motivating and rigorous performance management discipline. Develop and build talents within branch through optimal resourcing, capacity planning, succession planning and engagements Achieve high employee engagement and satisfaction. Retain talent, check attrition Identify and address training and development needs of staff on an on-going basis Ensure that the Branch is operating at the approved headcount for Priority Banking and Preferred Banking Relationship Managers Segment Ownership Implement all segment/ product initiatives in the catchment (PRB/ NR/ SME/ Mortgages) Jointly own the delivery of segment / product (PRB/ NR/ SME / Mortgages) objectives with the segment Others Ensure candidate is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD and Money laundering prevention and ensure compliance thereto. Any suspicious transaction must immediately be reported as per guidelines Premises management in areas of merchandising, housekeeping as well as store management. Branch upkeep and maintenance Responsible for health and safety for all. As part of the Health and Safety guidelines you should: Take reasonable care for the health and safety of co-workers and those who may be affected by your actions or your omissions; Co-operate with Management to support and promote Health and safety in the workplace; Ensure that your actions do not put others at risk; Work in a healthy and safe manner; Encourage others to work in a healthy and safe manner; Report all accidents and incidents and bring to the attention of the management any hazard in the workplace As a manager you are also responsible for the health and safety aspects within your area of control. You need to ensure that: Your employees are adequately trained and supervised to perform their tasks in a safe manner and are free to raise any Health and safety issues and these issues are addressed appropriately. The contractors working in your area or for you are working in a safe & healthy manner. Our Ideal Candidate Graduate/ Post Graduate At least 7-8 years of overall experience with sound banking knowledge- all aspects of general banking, retail operations and credit operations / deposit and lending products / inspection and audit requirements, as applicable. Leadership skills, communication skills, relationship building skills, competitive awareness & benchmarking Customer Orientation and Business Focus Role Specific Technical Competencies Anti-money Laundering Policies and Procedures Addressing Customer Needs Customer Experience Management Customer Retention Investments Effective Communications

As a Team Head of Wealth Management at Ingenetus, your role will involve leading and managing a team of Wealth Managers in New Delhi. You will be responsible for developing and implementing tailored wealth management strategies to meet the financial needs and goals of our diverse client base, which includes high net-worth individuals, retail clients, corporate houses, and financial institutions. Your day-to-day tasks will include overseeing portfolio management, providing investment advice, and ensuring compliance with financial regulations. You will collaborate with investment experts, financial planners, and tax experts to deliver high-quality and personalized services to our clients. Your proven track record in wealth management or a related field will be crucial in ensuring the success of our clients" financial strategies. To excel in this role, you must possess strong leadership and team management abilities, exceptional analytical and problem-solving skills, and excellent verbal and written communication skills. Your qualifications should include Business Relationship Management skills, expertise in Finance and Financial Services, knowledge of Investment Management, and proven experience in the field. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is required, while advanced certifications such as CFA or CFP would be considered a plus. Join us at Ingenetus and contribute to our mission of providing precious solutions for our clients" precious wealth. Your dedication to transparency, client focus, and personalized service will be key in upholding our reputation as a trusted wealth management partner.,

Are you passionate about Sales & Marketing of Investment services, particularly in the domain of Stocks, Mutual Funds & related Investments Do you hold an MBA in Marketing & Finance or equivalent qualification If yes, then we invite you to join PA Wealth, where learning meets growth, offering exciting opportunities for professional development and financial success. At PA Wealth, we are dedicated to providing specialized services in Sales & Marketing of Investment products, with a focus on Leads conversion. As a member of our team, you will have the chance to immerse yourself in the dynamic world of investments and learn how they can create substantial wealth for investors. If you are enthusiastic about building a career based on our investment philosophy and are committed to becoming a leader in investment services, then we want to hear from you. If you have a keen interest in Stock Markets and are eager to leverage your knowledge and skills in Sales & Marketing within the realm of Investments, then PA Wealth is the perfect place for you to grow and excel. Share your resume with us at careers@pawealth.in and take the first step towards a rewarding career with us.,

You should have over 15 years of experience in Wealth Management processes and products such as Deposits, Investments (equities, bonds, OTC, funds), Lending, and vendor risk management. It is essential to have at least 3 years of direct experience in managing global vendors. In this role, you will be working on service delivery, governance, and change-related activities on a global scale. You will collaborate closely with Front office, Technology, and onsite vendor managers to cover end-to-end processes. Your responsibilities will include managing service delivery risk and change in alignment with the business vision and strategy. You will be tasked with overseeing service delivery across multiple businesses, products, and contracts, which includes application, infrastructure, and back-office services.,

As a global recognized leader in Financial & Technology, we have established offices in New York, Hong Kong, Hyderabad (India), Kansas City, London, and Silicon Valley. In our journey of expansion, we are currently looking for a dynamic and resourceful candidate to join our Acquisitions and Finance team. As an Analyst/Senior Analyst within the Renewable Investments team, you will play a crucial role in collaborating with teams in the U.S. and Hyderabad. Your main responsibilities will revolve around constructing financial models for new M&A opportunities and Power Purchase Agreement (PPA) bids. Furthermore, you will be involved in analyzing project returns, evaluating the impact on project returns and capital structure, and conducting due diligence during the pre-acquisition phase. Your key responsibilities will include building financial models for M&A opportunities and PPA bids, analyzing project returns based on investment memorandums and project materials, assessing the impact on project returns and capital structure, running scenario analyses, and performing internal and external due diligence by reviewing essential project documents. To be eligible for this position, you should hold an MBA in finance or a similar qualification with 1-4 years of experience. You must possess excellent financial modeling skills, displaying the ability to independently construct project models. Additionally, a strong understanding of the power and utilities sector, particularly focusing on solar, wind, and storage technologies, is essential. Excellent written communication skills and report-writing capabilities are also required. If you are enthusiastic about renewable energy, have a solid financial acumen, and are eager to contribute to impactful projects, we encourage you to apply for this exciting opportunity to become a part of our innovative Renewable Investments team. Join us in analyzing project returns, assessing capital structures, and participating in due diligence processes that shape the future of renewable energy investments.,

The role offers exciting opportunities for professional development and financial success in the field of Sales & marketing of Investment services, Leads generation & conversion, and Business Development. The ideal candidate should hold an MBA in Marketing & Finance or equivalent, along with a minimum of 3-4 years of relevant experience. PA Wealth provides a platform for individuals who are passionate about building a career in Stocks, Mutual Funds, and related Investments. The company is dedicated to educating its employees on how investments can create significant wealth for investors, aligning with their investment philosophy. They are looking for candidates who are committed to becoming leaders in investment services and have a keen interest in Stock Markets. If you are enthusiastic about learning and growing in the finance industry and want to be a part of a dynamic team, then this opportunity at PA Wealth is for you. Share your resume at careers@pawealth.in and take the next step towards a rewarding career in investments.,

As an Accountant, you will be responsible for recording all transactions accurately and reconciling accounts. Additionally, you will prepare balance sheets, income statements, and other financial reports to provide insights into the company's financial health. Your role will involve performing cost and general ledger analysis, identifying financial discrepancies, and completing tax audits to ensure compliance with regulations. Moreover, you will play a crucial role in managing budgets, cash flows, and guiding investments, mergers, and acquisitions. You will be required to create and implement new accounting systems to streamline financial processes and provide valuable financial advice to the management team on strategic decision-making. This is a full-time position suitable for both experienced professionals and freshers. The ideal candidate should hold a Master's degree in Accounting, with at least 1 year of experience in accounting, tally, and overall financial work. A certification in Tally is preferred for this role. The work schedule for this position includes day shifts, fixed shifts, and morning shifts. In addition to a competitive salary, the benefits package includes health insurance, performance bonuses, and yearly bonuses. The work location for this position is in-person, where you will collaborate with the finance team and other departments to ensure the financial stability and growth of the organization.,

The ideal candidate for the position should be a Graduate with CAIIB, with additional qualifications such as CA, ICWA, or MBA being desirable. The candidate should possess a minimum of 15 years of Senior Management experience in a Commercial or Cooperative Bank, demonstrating a successful track record of handling functional responsibilities independently at the pan bank level. As the President/Chief Executive Officer, the primary responsibility will be to provide strategic and administrative direction in all functions of the organization, including but not limited to accounting, ALM, Business Development, Compliance, Facility Management, Finance, Human Resource, Investments, Marketing, Operations, Retail Services, Risk Management, and Security. The CEO will be tasked with directing all operations, strategic planning, recommending and implementing programs, policies, and procedures while ensuring regulatory compliance. Key responsibilities include preparing and presenting the annual business plan to the Board of Directors for review and approval, supervising its implementation, analyzing operating results, and taking appropriate steps to address any unsatisfactory trends. The CEO will be responsible for overseeing all aspects of the Bank's activities to maximize profits while maintaining the best interest of shareholders, customers, employees, and the public. The successful candidate should demonstrate exceptional leadership, supervisory, analysis, observation, decision-making, and communication skills both written and verbal. A deep understanding of the banking sector, rules, and regulations is essential for this role. Additionally, the CEO will be responsible for planning, financial management, HR management, marketing and PR, general administrative tasks, and merger and acquisition strategies. In summary, the CEO will collaborate with the board to define the organization's vision, develop strategies for achieving that vision, and ensure the long-term financial viability of the organization. The individual will oversee the organization's operations, manage compliance with legal and regulatory requirements, promote a productive culture, and evaluate the organization's performance regularly. The CEO will also be responsible for financial management, HR management, marketing and PR, general administrative tasks, and merger and acquisition strategies to drive the organization towards its goals and objectives.,

As a Technical Sales Engineer at Maier Vidorno Altios, you will be responsible for selling technical products or services to clients in Kolkata. Your main duties will include providing technical solutions, maintaining customer relationships, and preparing sales presentations. You will work closely with the Senior Manager to develop and implement sales strategies, seek out new business leads, and manage relationships with customers. To qualify for this role, you should have a BTECH/BE/DIPLOMA qualification and at least 3-4 years of working experience. Fluency in English and Hindi is required. Additionally, you should possess strong technical sales skills, commercial awareness, and be willing to travel extensively. Key Responsibilities: - Providing technical solutions to customers - Maintaining strong customer relationships - Preparing technical sales presentations - Assisting in developing and implementing sales strategies - Seeking out and maintaining new business leads - Managing relationships with customers - Presenting and selling products and services to potential customers - Conducting sales presentations and demonstrations - Providing ongoing customer service - Collaborating with the operations team to provide feedback on product design - Meeting monthly and quarterly sales goals - Working independently with minimal direction - Maintaining accurate records and forecasts Qualifications and Skills: - BTECH/BE/DIPLOMA in Engineering - 3-4 years of sales or business development experience - Strong knowledge of technology and business products - Excellent written, verbal, and presentation skills - Ability to manage large accounts - Commercial awareness and willingness to travel 100% If you believe you have the required qualifications and skills for this role, please submit your CV to n.tayade@mv-altios.com or click on the Apply button. In your application, explain why you are the right fit for the role. Our Recruitment team will review your application and contact you to discuss the role further.,

As a Senior Financial Advisor at UWC Wealth Management, a trusted financial planning and advisory firm since 2008, you will play a crucial role in enriching the lives of individuals and families through the power of investing. Your responsibilities will include developing and implementing personalized financial plans, advising clients on investments, and providing strategies for investment and retirement planning. You will be expected to demonstrate proficiency in Financial Planning, Finance, and Financial Advisory, along with expertise in Investments and Retirement Planning. Strong analytical and problem-solving skills are essential for this role, as well as excellent written and verbal communication abilities. You should be able to work both independently and collaboratively as part of a team. The ideal candidate will hold a Bachelor's degree in Finance, Economics, Business, or a related field. Possessing certifications such as CFA, CFP, or other relevant credentials will be advantageous. Prior experience in wealth management or financial advisory services will be considered a plus. This is a full-time hybrid role based in Indore, offering some work-from-home flexibility. Your daily tasks will involve conducting financial assessments, designing customized planning strategies, managing client portfolios, and nurturing strong relationships with clients. If you are passionate about guiding individuals towards financial confidence and long-term prosperity, we welcome you to join our team at UWC Wealth Management.,

The job involves direct customer service and sales to existing Max Life Insurance customers through relationship building. Customer leads will be provided by the company. The key responsibilities include driving revenue through cross-sell and up-sell opportunities, focusing on lead to conversion ratio, exceeding revenue and collection targets, conducting competition analysis, fixing self-appointments daily from the customer database, timely resolution of service requests, driving renewal collection, ensuring customer retention, establishing and strengthening relationships with customers, and providing financial planning assistance based on customer financial goals. Success in this role will be measured by adherence to TAT for updating systems, achieving cross-sell and up-sell business goals, resolving complaints and ensuring customer satisfaction, meeting retention targets, conducting more than 45 unique customer meetings per month, maintaining over 90% attendance, and scoring above 80% in functional trainings. The desired qualifications and experience for this position include being a graduate with 1-3 years of sales experience in Insurance, Mutual Fund, CASA, Investments, Loans, or Real Estate. A minimum of 6 months exposure to Life Insurance is required. The age bracket for candidates is 25-32 years, and owning conveyance is a must. The ideal candidate will possess knowledge, skills, and abilities such as process and result orientation, customer centricity, relationship building, basic computer knowledge, and good communication skills in English and a regional language. Max Life Insurance is committed to being an Equal Opportunity Employer that promotes inclusion and diversity in the workplace. If you are looking to join a company that values caring, collaboration, customer obsession, growth mindset, and people leadership, this role may be a great fit for you. For more information, please visit Max Life Insurance's website at www.maxlifeinsurance.com.,