Financial planner jobs in Ajmer

Job description : We are one of performance driven and innovation-led growth, with a pioneer's mindset in many areas including technology, products and distribution. Roles and Responsibilities : - To develop relationships with the Bank that are mutually beneficial and help ...

 ...Job Role: Role will be a combination of managing relationship sales deliverables. Be part of fastest growing sales channel in financial services industry. As part of sales job, incumbent is required to do field work. Job involves sourcing & nurturing of village... 

 ...CA/ CAIB . Good Leadership skills (though more tactical than strategic) . Thinker: Doer - 40:60 . In-depth understanding of financial instruments, markets and macro micro economic processes . Ability to carry along all the units involved in the customer service cycle... 

 ...Coordinating with the Hub team/operations team till the loan disbursement Giving 20 surprise visits to the center meetings in a month Financial Analysis and checking the credit history of the applicant as per the process Attend the training programs as per the schedule... 

 ...products - To train them about our various products & policy to get maximum output from the Intermediary team. - Advise customers on the financial investment policies that best suit their needs - Customize insurance programs to suit individual consumers - Deliver approved... 

(CFO) refers to a senior executive responsible for managing the financial actions of a company. The CFOs duties include tracking cash flow and financial planning as well as analyzing the companys financial strengths and weaknesses and proposing corrective actions. meeting... 

 ...Prepare CAM and eligibility sheets as per assessment criteria & policy. Financial Analysis of the balance sheets &Key Ratio Analysis Customer Interaction/servicing Understanding Loan products / Credit policy and customer needs. Sanctioning and disbursement of loans... 

 ...Maintains general ledger by transferring subsidiary accounts, preparing a trial balance, and reconciling entries. Summarizes financial status by collecting information and preparing balance sheet, profit and loss, and other statements. Produces payroll by initiating... 

Chartered Accountants or CA are professionals who are in charge of financial accounting and reporting management accounting audit insurance finance taxation economic planning and capital formation meeting with clients virtually or during sales visits. demonstrating and presenting... 

 ...follow-up of the given lead To manage the sales of the bank. Giving support and motivation to generate the business. Providing financial services to clients. âœ'Required Candidate profile: Any Graduation with good communication skills Need Must have Min 1 YEAR...