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2.0 - 5.0 years
4 - 7 Lacs
Someshwar, Pune, Surat
Work from Office
Sales Manager Team Leader Corporate Trainer Technical Analyst Commodity Dealer Assistant Wealth Manager Customer Relationship Manager Tele-Caler HR Name Email 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...
Posted 3 months ago
2.0 - 5.0 years
4 - 7 Lacs
Someshwar, Pune, Surat
Work from Office
Commodity Dealer Assistant Wealth Manager Customer Relationship Manager Tele-Caler HR Name Email 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 ...
Posted 3 months ago
3.0 - 5.0 years
5 - 7 Lacs
Someshwar, Pune, Surat
Work from Office
Job Description of HR Position Payroll Management Training would be given Report Management and Business Report Calculation need to be made Assisting Senior HR in regular work and updates Required qualifications, capabilities, and skills Should be from the field of Commerce Eager to get knowledge in HR Field and Related Good communication and conveincing skill is Required Should have a positive attitude towards task and managerial decisions Name Email Mobile Current Location Date Of Birth Education Graduate Post Graduate Other Current CTC Expected CTC Notice Period Message (Optional): Upload Resume*
Posted 5 months ago
1.0 - 4.0 years
3 - 6 Lacs
Someshwar, Pune, Surat
Work from Office
Job Description of Equity Advisor Position Execute the orders on behalf of clients Promoting Organizations research calls and advisory reports with the clients. Ensuring to keep maximum active clients Regular Client meetings Serving the clients via wide range of financial products and services we have with us. Revenue Generation and client activation Required qualifications, capabilities, and skills Bachelors degree is required. Freshers can also apply Should have the Basic knowledge of Equity Market. Should have the required certifications and academics Skilled in analyzing client risk profiles and optimizing investment strategies accordingly. Excellent verbal and written communication skil...
Posted 5 months ago
2.0 - 5.0 years
25 - 30 Lacs
Someshwar, Pune, Surat
Work from Office
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 situa...
Posted 5 months ago
2.0 - 5.0 years
5 - 8 Lacs
Someshwar, Pune, Surat
Work from Office
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 situa...
Posted 5 months ago
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