Financial Portfolio Specialist

Job OpportunityWe are seeking a highly skilled and experienced wealth management professional to join our team. The successful candidate will be responsible for acquiring new high net worth clients, understanding their financial goals and risk appetite, and recommending suitable investment products.Key Responsibilities:Acquire new high net worth individuals...

Job Overview:Cash Assistants play a crucial role in maintaining the financial stability of our stores.Key Responsibilities:The successful candidate will be responsible for reconciling sales between our system and physical documents, ensuring minimal or no discrepancies in expenses and income accounting. This involves weekly reconciliations to avoid...

Nu-Pie Analytics is seeking a highly skilled Financial Planning and Analysis Professional to join our team in Indore.This role involves conducting comprehensive financial analysis, developing sophisticated financial models, preparing detailed financial reports, and providing strategic recommendations to drive business growth and profitability.Key...

Job Title:Virtual Relationship SpecialistAs a key member of our team, you will be responsible for managing customer relationships and providing exceptional service.Responsibilities:Engage regularly with customers to provide a consistent and superior digital experience.Understand and meet customers' needs through financial products offered by the bank.Enhance...

Job Overview:As a Senior Account Recovery Specialist, you will play a pivotal role in managing and delivering optimal performance in terms of recovery, recovery rate, and utilization of field resources to increase efficiencies on assigned portfolios.

Job DescriptionPosition: Chief Financial Officer (CFO)Experience: 10+ Years in Equity Fundraising & Real Estate InvestmentLocation: IndoreEmployment Type: Full-timeAbout MicroMittiMicroMitti is Indias pioneering PropTech investment firm, making fractional ownership and institutional-grade real estate investments accessible to retail investors, HNIs, family...

Customer Service and Debt Settlement SpecialistWe are seeking a highly motivated and dynamic customer service professional to play a pivotal role in our operations.The ideal candidate will be responsible for handling incoming inquiries, providing exceptional support to clients, and ensuring timely and effective communication. You will work closely with the...

Job Summary">We are seeking a skilled Revenue Recovery Specialist to join our team. In this role, you will be responsible for generating and issuing customer invoices in a timely and accurate manner.">Key Responsibilities:">">Generate and issue customer invoices with precision and punctuality.">Maintain accurate records of customer accounts and identify...

Insurance Relationship SpecialistWe are seeking a highly skilled Insurance Relationship Specialist to join our team. As an Insurance Relationship Specialist, you will be responsible for building and maintaining strong relationships with customers in relation to insurance products and services.Key Responsibilities:Customer Relationship Management: Establish...

Strategic Wealth Management RoleJob Summary:The primary objective of this position is to cater to high net worth and ultra high net worth clients with their investment requirements, offering an exclusive product range and exceptional service delivery.Key Responsibilities:Cultivate relationships with HNI and UHNIs for investment purposesContribute to the...