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...and assisting in writing quarterly client newsletters. - Provide investment support, education, and guidance to clients, prospects, and... ...Maintain current knowledge of competitors' investment capabilities, product offerings, and pricing policies. - Conduct thorough research and...
...Direct Responsibilities
Responsible for growing revenues of broking, lending products, Education and
Insurance products
Responsible for gathering assets for investment products such as mutual funds, PMS, AIF and
other products launched from time to time...
...The Sales Executive (Investment Telesales + Field Sales) plays a pivotal role in driving revenue growth by executing strategic sales plans and engaging with potential investors for financial products. This position is crucial in expanding the customer base and contributing...
...Strategic / Managerial Responsibilities - Driving Investment Products through Relationship Managers of Branches - Assist in investment portfolio asset allocation of customers - Handholding clients & RMs on all investment products MF, AIF, PMS, SIP, Broking, Bonds, SBG, etc...
...Build a good rapport with them by providing market information & current portfolio status. 3. Cross selling of Equity, Mutual Fund & PMS products. 4. Having strong analytical & communication skills. 5. Ability to learn and be updated in line with the capital markets & current...
...partnerships ( Wealth Managers / Wealth Fintech / Multi Family offices ) to distribute fixed income products 3. Acquire and service Alternate asset managers/ Family offices investing in fixed income and credit assets 4. Revenue generation by compliant transaction executions done...
...A Regional Head is responsible for the sale of a business' products or services in a specified region or geographical area. He/She provides ongoing support to distribute and produce to product or service. A regional Head ensures profitable growth in sales with an average margin...
...Clients and developing strong relationship with existing clients to Service them for their Equity, Debt & Derivative products portfolio. 2) Cross Selling of Investment products Like Mutual Fund, Insurance, PMS, AIF, NCDs, Fixed Income, Structured Products etc. to match Clients...
...updates?
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Job Description
The FP&A Senior Associate - Productivity & Investments at NIQ represents a crucial position within our Corporate Finance Planning & Analysis Team. This role is dedicated to...
...Lead Specialist – Investments Fund Regulatory & Taxation
Mercer is seeking a candidate for the following position based in our Mumbai office... ...business to understand and learn the business model, our products and develop regulatory expertise to become SME.
Support the...
...issues to your direct supervisor
▪Volunteer for ad-hoc projects and help in the last minute requests.
▪ Adaptable and flexible is must
▪ Ensuring confidentiality of Financial data and proprietary information.
Qualifications:
GRADUATE
Investment Banking(Loans)...
...engage with each other. SAP Business Network represents a strategic investment and fast-growing area, with a strong and leading cloud portfolio... ...team of talents.
What you’ll do
~ As a Senior Product Expert for Supply Chain collaboration, you are a highly...
...believe the possibilities for you, and the world, are growing. We’re investing in the future, through new technologies, talented people and... ...at
Job Description
Experian Clarity is looking for a Production Support Analyst that has a strong technical customer service...
...seed companies. Syngenta seeds improve the quality and yields of crops. High-quality seeds ensure better and more productive crops, which is why farmers invest in them. Advanced seeds help mitigate risks such as disease and drought and allow farmers to grow food using less...
...might become.
What you will do:
Develop and present security product and security roadmap presentations.
Publish blogs, articles,... ...capabilities and qualities that each person brings to our company, and we invest in our employees to inspire confidence and help everyone realize...
...potential clients : The sales representative must plan meetings with potential clients and attend to their needs and concerns. Present products : The sales representative is in charge of putting together and giving potential clients appropriate product and service...
...including name, department, contact information and nature of problem or issue
# Update own availability in the RAVE system to ensure productivity of the process
# Record, track, and document all queries received, problem- solving steps taken and total successful and...
...Role : - Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. - Build and deepen relationships with existing Customers to achieve increase in share of wallet. - Acquire New...
...Position Overview
Job Title - Operations Service Specialist (AVP)
Location - Pune
Role Description
Private Bank Germany Service Operations - provides 2nd Level Application Support for business applications used in branches, by mobile sales or via internet. The...
...to learn is expected.
The BEFM Tech Data Analyst is responsible for standardizing and automating processes for all products/strategies and will be staffed on several assignments at once. Due to the relatively small size of the professional staff, team...
