Financial Services Coordinator

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

We're also hiring for a Customer Service Coordinator role! In this role, youll:Engage with customers to understand their needs and explain our services.Coordinate with technicians/vendors for timely service delivery.Resolve customer queries professionally and promptly.Maintain accurate service records for seamless operations.Join us to deliver exceptional...

Company Description:At Monedo Financial Services, we are more than a Non-Banking Financial Company; we are your strategic partner in financial empowerment. Founded in 2017 by Ashish Kohli, we specialize in providing personalized financial solutions driven by innovation, ethics, and genuine care. We focus on SME Financing, Healthcare Financing, and Supply...

Location: MumbaiJob Title: Head Research - Institutional Job Purpose: We are seeking a highly accomplished professional to lead the Research function for one of India's leading broking houses the role demands strong leadership, analytical depth, and the ability to translate research insights into actionable strategies that support business growth and...

Job Description: - Generate Research Reports, Company Profiles, and Business Analysis. - Building, Analyzing and Updating Financial Model. - Generate Investment Ideas by Screening Companies Across Industry Verticals. - Analyzing company's financial data. - Preparing various Initiating Coverage (IC) research reports on companies. Financial forecasting &...

Client consultation and coordination on calls and emails. To identify potential clients through various channels such as networking, referrals and cold calling. To develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions. To negotiate with the clients and close the deals to achieve the...

- The Business Incentive Analyst will be responsible for the accurate calculation, reporting, and timely payout of business incentives across different departments or teams.- This role involves working closely with HR, Finance, Sales, and Operations teams to ensure that incentive programs align with company goals and that payouts are made in compliance with...

About us:Areion group consist of boutique investment banking companies like NBFC, Assets Management, Advisory and Investment Banking, specializing in the resolution of distressed assets. We focus on providing solutions in high-growth and niche segments, prioritizing the well-being and growth of our team members. At Areion, we offer various learning and...

Job description Job Title : Service Coordinator Job Summary We are looking for an organized and detail-oriented Service Coordinator to manage and streamline the delivery of services to our clients. The Service Coordinator will act as the primary point of contact between clients and the service team, ensuring efficient scheduling, problem resolution, and...

Job Description Location: Navi Mumbai and Thane What we're looking for: - Proven Expertise: 5+years of experience in financial services, wealth management, or related sectors. - Strategic Mindset: A strong understanding of market dynamics and the ability to create and execute strategies that drive revenue and growth. - Client-centric: Ability to build and...