...available investment opportunities to determine compatibility with client financial plans.
Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully unders...
Job Locations: Bangalore/Delhi/Mumbai
Responsibilities:
Build Relationship with existing independent financial advisor network and mobilize various financial products like FD’s, Infra Bonds, IPO, Mutual Fund, SIP, Home Loan, LAS and Equity.
Recrui...
Job Purpose
• To recruit and develop Personal Financial Advisor resulting in generation of new business and
renewal of existing business
Responsibilities
• To ensure Licensing of the agents and building own team
• To drive productivity of...
Job Purpose
• To recruit and develop Personal Financial Advisor resulting in generation of new business and
renewal of existing business
Responsibilities
• To ensure Licensing of the agents and building own team
• To drive productivity of...
Job Purpose
• To recruit and develop Personal Financial Advisor resulting in generation of new business and
renewal of existing business
Responsibilities
• To ensure Licensing of the agents and building own team
• To drive productivity of...
...drive productivity of the new and vintage agents
• To drive performance by implementing sales promotion for the PFA
• To coach and mentor PFAs in providing need based solutions for
customers
• To deliver ne...
...What you'll do
The Management Accounting Advisor carries out administration activities and tasks in support of the accurate and timely processing of all financial transactions, ensuring the process controls are e...
Job Purpose
• To recruit and develop Personal Financial Advisor resulting in generation of new business and
renewal of existing business
Responsibilities
• To ensure Licensing of the agents and building own team
• To drive productivity of...
Job Purpose
• To recruit and develop Personal Financial Advisor resulting in generation of new business and
renewal of existing business
Responsibilities
• To ensure Licensing of the agents and building own team
• To drive productivity of...
Job Purpose
• To recruit and develop Personal Financial Advisor resulting in generation of new business and
renewal of existing business
Responsibilities
• To ensure Licensing of the agents and building own team
• To drive productivity of...
