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2 Personal Financing Jobs

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0.0 - 4.0 years

0 Lacs

chennai, tamil nadu

On-site

You will have the opportunity to learn about investment and insurance in this role. Your responsibilities will include conducting research on stocks, mutual funds, and bonds, as well as working on developing strategies for personal financing. Lokesh Trading Services Limited is a sub-broker company that offers various trading-related services. As part of your role, you will be involved in managing accounts by monitoring investments, adjusting portfolios, and ensuring regulatory compliance. You will also be responsible for providing clients with information by maintaining transaction records and keeping them updated on their investment status. Furthermore, you will educate clients on investment risks to help them make informed decisions and implement risk mitigation strategies such as portfolio diversification to assist clients in managing their financial risks effectively.,

Posted 2 weeks ago

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2.0 - 6.0 years

0 Lacs

thiruvananthapuram, kerala

On-site

As a Branch Customer Success Manager at ABCDL, you will be at the forefront of sourcing new business opportunities for ABC products in One ABC as well as single LOB branches of ABC. Your primary responsibility will be to generate leads through self-sourcing, CSEs, BTL activities, and virtual engagement channels. You will be focusing on promoting products such as Home Loan, LAP, Life Insurance, Health Insurance, Mutual Funds, and Personal/Business Financing. To excel in this role, you should possess key competencies such as being a self-starter, having a drive to achieve and excel, excellent communication skills (both written and oral), and a passion for sales and marketing in the open market. A proven track record with 2 to 5 years of experience in selling multiple financial products is preferred. This position is available in multiple locations including Chennai, Trivandrum, Vizag, Hyderabad, and Bangalore. The ideal candidate should have a minimum of 2-5 years of experience in Home Loan and LAP, with additional experience in Health Insurance, Life Insurance, Business Loans, and Personal Loans being an added advantage. If you are ready to take on this exciting opportunity, please reach out to Anusha T at 8310992476 to explore further.,

Posted 2 weeks ago

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