Advisor - Client Financial Services

CA Advisor - Client Financial Services - Gurgaon - Thane, IN July 27, 2023 **CA FRESHERS CAN APPLY** **Primary responsibilities include**: - Preparation of financial statements as well as client financial and management accounting - Managing and over-seeing regulatory and compliance issues - Preparation of Board Packs and client bench-marking analysis -...

**Primary responsibilities include**: - Preparation of financial statements as well as client financial and management accounting - Managing and over-seeing regulatory and compliance issues - Preparation of Board Packs and client bench-marking analysis - Reviewing new client's business operations and work with the team that implements solutions - Responding...

**CA FRESHERS CAN APPLY** **Primary responsibilities include**: - Preparation of financial statements as well as client financial and management accounting - Managing and over-seeing regulatory and compliance issues - Preparation of Board Packs and client bench-marking analysis - Reviewing new client's business operations and work with the team that...

**Job Title: Automobile Insurance advisor** **Location: Thane, Kalyan** **Job Type : Permanent** **Job description for Insurance advisor** **Responsibilities**: 1. **Client Consultation**:Conduct thorough consultations with clients to understand their insurance requirements, financial situation, and risk tolerance. 2. **Insurance Analysis**:Assess...

Dealer / Trade Advisors - Experienced professionals in the stock markets having requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing). You should be NISM certified, Graduate and must have experience trading on the terminal. Expectations from...

1. Assessing insurance needs: An insurance advisor must thoroughly analyze the client's personal or business situation to understand their specific risks and insurance requirements. This involves evaluating their assets, liabilities, potential hazards, and coverage gaps. 2. Providing expert advice: Based on the assessment, an insurance advisor should...

We at Azent are looking forward to adding new dynamic professionals to our family. We believe that you have the required skill set and experience needed for the role of Student Service Advisor and hence we are glad to provide you with this opportunity to join us. About Us: We are Azentians, we have strong commitment to education and career development. We...

We are looking for a Beauty Advisor to offer personalized services to our customers to help them choose the right cosmetics. Ultimately, you will help achieve our sales quotas while promoting our beauty products to clients. **Responsibilities** - Greet customers upon their arrival - Demonstrate proper use of makeup and skin care products - Cross-sell...

Experience/ skills required: - Bachelor’s degree in finance, business administration, economics, or a related field ispreferred. Minimum 1 years of experience in customer service or client-facing roles within the financialservices industry, particularly in any asset management company, investment platform orbrokerage firm, is highly desirable. Financial...

**Dealer / Trade Advisors*** Summary Experience Required: **2 - 4 Years** **Location**: **THANE,GHATKHOPAR,GOREGAON,DADAR** Category: **Investment** - Person should be NISM certified, Graduate and must have experience trading on the terminal. - CTC can be offered 3 Lakhs to 5 Lakhs **_ Expectations from Dealers/Trade advisors – _** - Experienced...

Job responsibilities - **Maintaining fruitful relationships with Existing / New customers.** **- Strong communication Ensure that clients' campaigns are properly planned and executed to deliver against campaign objectives.** **- Selling concepts and creative ideas to clients.** **- Maintaining PPT of completed work. Coordinating with vendors for aligning...

**Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...

**Job Title: Client Servicing Executive** Experience - 3 Years Location-Thane Job Type - Full Time - Onsite - 5 days a week (Monday to Friday). Department: Client Servicing Reporting to: General Manager - Client Servicing **Role Summary**: The Client Servicing Executive is responsible for managing day-to-day relationships with clients to provide...

Role-Sales Advisor HR Connect-Payal-8327416503 Location - Thane Mumbai Fresher and Exp both Can apply Salary - 20K to 25K Travel Allowance Available-Rs 1500 Qualification - 12th pass /Any graduate/ Undergraduate Gender - M/F Shift - 9:30am - 6:30pm Day - 6 days - Tuesday - Sunday ( Monday fix off) Language - Average English + Hindi **Job Type**:...

As a Client Servicing Executive, you will be a key point of contact between our organization and its clients. The role involves building and maintaining strong client relationships, understanding their needs, and ensuring the delivery of high-quality services. We are looking for a customer-focused individual with excellent communication skills and a...

**Advisor / Consultant** **Responsibilities** - Voice process. - Identify the needs of customers, resolve issues, and provide solutions. - Provide advice on other products. - Maintain good customer relations. - Meet personal targets and work towards meeting team targets. - Maintain records of the conversations with the customer and analyze the data. - Write...

**Position**: Client Servicing executive **Experience**: 2-5 years **Qualification**: Any graduate **Salary**: 15k - 50k **Location**: Sion **Job type**: Work from office **Industry preferred**: Any **Working days**: Monday - Saturday (10am - 7pm) **RESPONSIBILITIES**: - Negotiation skills when presenting clients with a contract and establishing...

**About The Job** The advertising client servicing person is a link between the client and the entire agency team; he or she will act these a client's representative. **About Us** Freshbox Media is a communication agency based in Thane with its verticals as Advertising, Motion and Digital. We create, enhance and establish brand identities through print...

Provide regular updates to clients on the progress of customer service projects and campaigns that directly affect each client. - Develop open and effective channels of communication with each client that can be employed by other departments as well. - Coordinate internal projects and determine the best utilization of resources to increase customer...

**Roles & Responsibilities** - Build and maintain strong, long-lasting client relationships. - Understand client business goals, brand guidelines, and marketing strategies. - Serve as the lead point of contact for all client account management matters. - Coordinate with internal teams (creative, SEO, PPC, content, social media) to ensure timely delivery of...