.... - Develop relationships with existing customers and keep in touch with them. - Negotiate prices and terms with customers. - Prepare sales contracts and keep track of sales activities. - Work with other team member...
...planning software, CRM software, and Microsoft Office Suite
Ability to work well in a team environment, and to collaborate with other professionals
Professional certification such as Certified Financial Planner
...a strong network and a knack for digital marketing? Then we want you! Trive International is seeking a part-time, remote Introducing Broker Partner (IB) to expand our reach and empower traders with Trive Internation...
Regional Sales Head - Leading Life Insurance - Delhi
Experience: 10+ years (Life Insurance)
CTC: upto 30 Lacs
JOB SUMMARY
This role presents an opportunity to lead the ‘Advisor Development and Retention Vertical’ under...
The Associate Broker Management will be Responsible: Value of Sales Overall /Overseas/Inventory.Minimum percentage of Portfolio Agencies activated per region.Daily Meetings.Monthly roadshows. Monthly marketing campaign. Daily calls.International agen...
Direct Responsibilities
The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, ...
...A broking financial company is looking for PCG Advisor or Trader Location- Delhi
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
• Individually handling clients with the book size of 25 lac...
Alternative Investments Fund - Real Estate
Origination, due diligence, development, and implementation of commercially viable distressed private equity investment opportunities in the real estate and allied sectors for th...
...requirements
Graduate is preferred
Technical Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning
Behavioral Skills
1. Lead from the front ...
...Profile: Investment Advisor/ Relationship Manager
Location- Delhi/ chandigarh
Salary- 3.5 LPA
Must have experience into stock market or MBA in Finance and Marketing.
Responsible for new client ac...
