Advisor - Client Financial Services

Advisor - Client Financial Services - Thane, IN June 13, 2023 **Principal Duties/Responsibilities** The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity. -...

A job description for a financial advisor typically includes the following elements: **Job Title**: Financial Advisor **Job Summary**: The financial advisor provides comprehensive financial planning and investment management services to clients. They assess clients' financial situations, develop personalized financial strategies, and offer guidance on...

Job Title: Financial Advisor Company: Unity Share Company Location: turbhe About Unity Share Company: Unity Share Company is a leading financial services firm committed to empowering individuals and businesses to achieve their financial goals. We provide comprehensive financial planning, investment management, and wealth advisory services to our clients....

**Principal Duties/Responsibilities** The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity. Primary responsibilities include: - Preparation of financial...

**Division**: Lead Management System - Financial Services **Designation**: Financial Advisor (Insurance Sales) **Location**: Mahape - Navi Mumbai **Experience**: 1-3 years **Roles & Responsibilities**: ∙Contact businesses and private individuals by telephone to promote services ∙Should be able to explain the product and its benefits to the...

Advisor - Thane, IN June 12, 2023 **Responsibilities include the following**: - Assisting with Financial analysis on a quarterly basis for Defined Benefit schemes - Downloading Service Level Agreement reports - Sourcing information for Trustee Internal Auditors - Sourcing of back up for CPAS project - Preparing of bank reconciliation processing of...

We are looking for energetic and passionate Escalation Desk Executives to join our clients team (Broking & Financial Services) in Thane. Key Responsibilities: - Handle customer escalations in a professional and courteous manner - Provide prompt resolution for customer complaints - Ensure customers receive updated information on their queries - Maintain...

Client Servicing and Operations Executive (MBA Fresher) Job Summary: The Client Servicing and Operations Executive, as an MBA fresher, will play a vital role in providing excellent client service and ensuring smooth operational processes. This role involves understanding client requirements, managing client relationships, coordinating with internal teams,...

**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...

Company DescriptionSaad Communications is a creative agency located in Thane. We believe that creativity is a force of nature, and we tap into that force to offer our clients pathbreaking ideas. We approach communication differently by finding distinctive routes and approaches to make our clients' products stand out and shine. We offer tailor-made solutions...

Company DescriptionSaad Communications is a creative agency located in Thane. We believe that creativity is a force of nature, and we tap into that force to offer our clients pathbreaking ideas. We approach communication differently by finding distinctive routes and approaches to make our clients' products stand out and shine. We offer tailor-made solutions...

Company DescriptionSaad Communications is a creative agency located in Thane. We believe that creativity is a force of nature, and we tap into that force to offer our clients pathbreaking ideas. We approach communication differently by finding distinctive routes and approaches to make our clients' products stand out and shine. We offer tailor-made solutions...

Company Description Saad Communications is a creative agency located in Thane. We believe that creativity is a force of nature, and we tap into that force to offer our clients pathbreaking ideas. We approach communication differently by finding distinctive routes and approaches to make our clients' products stand out and shine. We offer tailor-made...

**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...

Developing effective communication platforms for clients and staff. - Inspiring repeat business from clients. - Creating presentations/ proposals. - Monitoring and measuring client satisfaction. - Liaising with different vendors about client queries. - Offering support to clients on services. - Participating in marketing campaigns. - Dealing with client...

**Position**: Client servicing executive **Experience**: 1-2 years **Qualification**: Any graduate **Salary**: 15k - 25k + mobile recharge + extra bonus **Location**: Dombivali **Job type**: Work from office **Industry preferred**: Advertising, Events or Media **Working days**: Monday - Saturday (10am - 7pm) ABOUT AGENCY Hiring for Event Company...

**Advisor** **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 and submit...

**Advisor** **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 and submit...

**Client Service Executive -** **Responsibilities -** 2. Should possess a skill to maintain a strong working relationship between the agency & the client. 4. He/ She will be responsible for taking assignments from clients & working with them to create creative briefs for the creative department. 5. Should be able to handle the timing of jobs (in...

**Telesales Advisor** **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...