Business Analytics Internship Lokesh Trading Services Ltd.

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 investmen...

Posted 2 weeks ago

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Financial Sales Executive Krishna Investments

7.0 - 11.0 years

0 Lacs

surat, gujarat

On-site

As a Financial Sales Executive at Krishna Investments in Surat, you will play a vital role in expanding our reach and delivering personalized financial solutions to clients. Join our team to contribute to our mission of building wealth with clarity and care. Your primary responsibilities will include client acquisition through field sales activities. You will be required to identify and approach prospective clients, including HNIs, salaried professionals, and business owners. Attending meetings, networking events, and conducting in-person consultations will be crucial in establishing strong client relationships. Utilizing solution-based selling techniques, you will present mutual funds, SIPs...

Posted 1 month ago

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Wealth Manager and Portfolio Manager_ Banking V Konnect

5.0 - 10.0 years

6 - 10 Lacs

Gurgaon, Haryana, India

On-site

Role & responsibilities Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc. Secondary Responsibilities : Evaluate the growth s...

Posted 1 month ago

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