AlexaPartners Private Limited’s Post

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Wealth Manager/ Equity Advisors *Experience*: 1-4 Years *Location*: Goregaon / Thane Apply here :- https://lnkd.in/dRm_B_nV *Responsibilities* - Prospect, acquire, and retain clients to meet business targets. - Stay updated on investment opportunities and market trends. - Understand client needs and tailor products/services accordingly. - Collaborate with product and research teams for investment decisions. - Recommend strategies to achieve clients' financial goals. - Regularly communicate with clients to assess satisfaction and review investment needs. - Provide investment performance reports and summaries. - Build and maintain client relationships, documenting relevant information. - Assist clients in gathering necessary financial documents. Share your CV at recruitment@makemysolutions.in #WealthManagement #SalesJobs #FinancialAdvisory #InvestmentOpportunities #ClientRelations #FinancialPlanning #DelhiJobs #PuneJobs #ClientSatisfaction #PortfolioManagement #FinancialServices #WealthAdvisor #ClientRetention #MarketTrends #InvestmentPerformance #ClientEngagement

Good opportunity

Opportunity for Finance Executive

Wealth Manager/ Equity Advisors *Experience*: 1-4 Years *Location*: Goregaon / Thane Share your CV at recruitment@makemysolutions.in *Responsibilities* - Prospect, acquire, and retain clients to meet business targets. - Stay updated on investment opportunities and market trends. - Understand client needs and tailor products/services accordingly. - Collaborate with product and research teams for investment decisions. - Recommend strategies to achieve clients' financial goals. - Regularly communicate with clients to assess satisfaction and review investment needs. - Provide investment performance reports and summaries. - Build and maintain client relationships, documenting relevant information. - Assist clients in gathering necessary financial documents. #WealthManagement #SalesJobs #FinancialAdvisory #InvestmentOpportunities #ClientRelations #FinancialPlanning #DelhiJobs #PuneJobs #ClientSatisfaction #PortfolioManagement #FinancialServices #WealthAdvisor #ClientRetention #MarketTrends #InvestmentPerformance #ClientEngagement

Wealth Manager/ Equity Advisors *Experience*: 1-4 Years *Location*: Goregaon / Thane Apply here :-recruitment@makemysolutions.in *Responsibilities* - Prospect, acquire, and retain clients to meet business targets. - Stay updated on investment opportunities and market trends. - Understand client needs and tailor products/services accordingly. - Collaborate with product and research teams for investment decisions. - Recommend strategies to achieve clients' financial goals. - Regularly communicate with clients to assess satisfaction and review investment needs. - Provide investment performance reports and summaries. - Build and maintain client relationships, documenting relevant information. - Assist clients in gathering necessary financial documents. Share your CV at recruitment@makemysolutions.in #WealthManagement #SalesJobs #FinancialAdvisory #InvestmentOpportunities #ClientRelations #FinancialPlanning #DelhiJobs #PuneJobs #ClientSatisfaction #PortfolioManagement #FinancialServices #WealthAdvisor #ClientRetention #MarketTrends #InvestmentPerformance #ClientEngagement

Dear Jobseekers, We (Bajaj Capital Ltd) are actively Hiring for Sr. Relationship Manager Profile for Mumbai, Pune, Rajkot, Ahmedabad Location. Interested can shared their resume at 8595269143 or can call to apply for the position. Exp Required - Minimum one year in Direct sales with TPP product selling(MF and LI). Salary - 4 LPA to 6.5 LPA Job Location - Mumbai and Kolkata Education - Graduation is Required Job Description : Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients’ basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles Increase client database by meeting new clients and taking references from the existing ones and hence build AUM . Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross – sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainings Share regular communications with client regarding information, research and material of the organization Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge: Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response. hashtag #bajajcapital hashtag #relationshipmanager hashtag #hiring hashtag #tpp hashtag #wealthmanagement hashtag #directsales

#Hiring #Service #Relationship #Manager - #Business #Banking #Credit for leading private Bank.   Locations - #Jaipur, #Ahmedabad, #Chandigarh #delhi #Raipur, #surat #Hyderabad #Mumbai #Lucknow Position Name    : #Service #Excellence #Specialist (#SES) Department CIIB : #Wholesale #Integrated #Service #Excellence (#WISE) Apply Now 8591483681 Sonali.darade@mintskill.com MintSkill HR Solutions LLP Job Role: 1 #Portfolio #Handling #Legal #Documentation and #Credit #Admin activities in #CIIB. 2 #Sanction #Letter 3 #Security #documentation 4 #Verification Verification of Constitutional documents (MOA, Partnership Deed, etc.), Authorisations (BR, Partnership, Letters, etc.) for availing facilities, creating security, execution of documents and scrutiny of executed documents to ensure proper execution. #Capability to check the original property documents submitted by the mortgagor at the time of mortgage creation in terms of Mortgage Deed / TSR 5 #ROC / #CERSAI 6 #Document #checking #Handling Limit Loading in Banks systems #Updation and Management of Security/Collateral 7 #Security #Creation / #Perfection #Creation 8 #Client #Visits Visiting clients’ office for execution of documents wrt Credit facilities sanctioned. Attending consortium meetings for document execution.  #Discussing with clients on negotiation in documents and seeking approval thereof. Meeting clients on regular intervals to understand their service issues with the bank and getting them resolved with coordination with internal stakeholders. 9 #Custodian 10 #Document #Tracking 11 #Closure/tracking of deferrals 12 #Liaison 13 #MIS Maintaining necessary MIS for reporting purposes. 14 #Projects Ensuring completion of projects allocated within the timeframe 15 #Audit Handling of RBI/Internal/Statutory/Concurrent Audit requirements. 16 #Limit #closure Handling Closure of limits and release of securities and issuance of No Dues Certificate

Good opportunity