Client financial jobs in Jaipur

1. To meet incoming venue clients and analyze their financial planning needs. 2. To present financial product presentation to clients based on their requirement and suggest best product and convince client on same. 3. To collect policy related documents and cheque from clients... 

 ...investors by providing a seamless and efficient platform. We support clients right from the documentation stage till the deal closure. Our...  ...-on experience and develop a comprehensive understanding of the financial services industry. Key Responsibilities: Assist in... 

 ...candidate will be a self-starter who thrives in a dynamic environment and possesses a strong passion for numbers, data analysis, and financial management. As the Finance Controller, you will play a critical role in managing our financial operations, ensuring compliance with... 

 ...- Develop and maintain relationships with clients to drive business growth. - Identify and acquire new customers through proactive sales efforts. - Understand clients' financial needs and recommend tailored solutions. - Collaborate with internal teams to ensure customer satisfaction... 

 ...The Financial Services Sales Representative plays a crucial role in meeting business targets for insurance against loans by generating new leads and cultivating relationships with customers. They will crosssell a range of financial products to meet customer needs and contribute... 

 ...NCT Location - Jaipur Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions...  ...stakeholders on changes in KYC, Anti Money Laundering (‘AML’) and Anti Financial Crime (‘AFC’) areas and ensures any changes required are... 

 ...any online activity. Later, incepted a technical service agency & learned our craft working over multiple problem statements for our client in the last 10 years. This division now works with very selected projects & clients. The Journey continued since then & we picked more... 

 ...department. This is an excellent opportunity for a driven individual interested in gaining practical experience in strategy development and financial analysis within the dynamic startup ecosystem. The successful candidate will work closely with our Finance team to support the... 

 ...Customer Success Description : About Groww : - We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession... 

- Responsible for gathering leads and producing sales by speaking with prospective and current customers over the phone. - Duties include gathering information from the target market, following up with customers to provide new products or services and documenting customer feedback...

 ...1. Assisting customers in the sale of a range of financial products. 2. Reaching productivity that meets job standards, while working with speed and accuracy. 3. Meeting and exceeding targets as assigned periodically. 4. Ability to learn about products and services and describe... 

Job Description Job Title – Technical Support Department – Operational Excellence Section – LEAD Reporting Manager – LEAD Coordinator Job Purpose Statement - The Technical Support will be responsible for executing activities as per IL1 to IL3 process of LEAD...

Accountant helps businesses make critical financial decisions by collecting tracking and correcting the companys finances. They are responsible...  ...records are accurate throughout the year meeting with clients virtually or during sales visits. demonstrating and presenting products... 

 ...India Role Description You will be joining KYC (Know Your Client) Operations, supporting the Corporate and Investment Bank...  ...playing an integral role in the bank's first line of defence against financial crime, KYC Operations works closely with the Business and Anti-Financial... 

 ...entrepreneurial agility, and desire to create lasting value for clients.  Powered by our purpose - the relentless pursuit of a world that...  ..., Macros •    IT skills: ERP (PeopleSoft/SAP/Oracle/Workday Financial), MS Office •    Stakeholder Management experience •    Quality... 

 ...entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that...  .../client in day to day operations and work on the preparation of financials statements and notes to accounts as per International Financial... 

 ...deep domain expertise, Intellect is the brand that progressive financial institutions rely on for digital transformation initiatives. It...  ...dynamic team, to create world-class products for global marquee clients. A clear team vision with future ready FinTech Platforms.... 

 ...to manage cash flow, assets, income and expenses · Monitoring financial performance using metrics, including revenue, costs and profits...  ...escalations on time · Collecting customers' feedback to improve client service and operations · Identifying opportunities to upsell or... 

 ...deep domain expertise, Intellect is the brand that progressive financial institutions rely on for digital transformation initiatives. It...  ...dynamic team, to create world-class products for global marquee clients. A clear team vision with future ready FinTech Platforms.... 

 ...execution of general ledger impacted processes, including support to clients as they work with and understand these processes. Performs...  ...policies and procedures, and efficient control and utilization of financial resources. Demonstrating and Applying Accounting Knowledge...