Candidate should have 1 to 3 years of work experience with stock broking/ Finance company Job Description: Acquiring new and prospective customers Understanding the requirements of the prospect Providing them with advice that helps them to sort out their problems in investment Ensuring future business from those prospective customers in the long run Maintaining cordial relationship with the existing clients Understanding the current needs of the clients Designing an investment option suitable to the clients Sell financial products like Mutual Fund, IPO, Insurance, Bond, NCD & Fixed Deposit etc Solving at their investment problem and providing advisory services Ensuring that the customers are satisfied and maintaining good relationship with them Ability to generate large sales To build cordial relationship with HNI clients To build good network of prospective customers To target on those clients willing to take up high speculative trading Bcom/MBA/PGDM or other
This is a full-time on-site role as an Accountant for Tax Return Filing & GST Filing, located in Mumbai The Accountant will be responsible for preparing and filing tax returns, ensuring tax compliance, managing financial statements, and performing general accounting duties Daily tasks include reviewing financial documents, preparing tax schedules and filings, and collaborating with other departments to ensure accurate financial reporting Department Accounts Qualification Any Graduation/ Post Graduation
The Candidate Will Be Required to Convert New Clients (retail, HNI) On Board for Wealth management / Financial Planning He/ She Will Service the Clients with Regular Investment Advice, News and Investment Updates Designing an investment option Should have knowledge about equity market Experience: 1- 5 Years in Sales of Any Financial Products such as Wealth Management, Financial Planning, Equity, Derivative, PMS, Mutual fund Skills Required: Good Communication Skills, Confidence and Enthusiasm, Client Service Capabilities Bcom/MBA/PGDM