Investment Portfolio Specialist

Job Overview:DSP Investment Managers is seeking a highly skilled Customer Service Specialist to join our team at the Surat Branch. As a key member of our front office team, you will be responsible for delivering exceptional customer service, handling customer inquiries, and working closely with internal teams to resolve complex...

What We Offer:As a Customer Service Specialist at DSP Investment Managers, you will have the opportunity to work in a dynamic and supportive environment, where you can grow your skills and expertise. We offer a range of benefits, including professional development opportunities, a competitive salary, and a collaborative work environment.Your Key Skills:Deep...

Join Silver Lining Investments as Our Dynamic Sales and Marketing ManagerDesignation : Sales Manger and Marketing SpecialistWork From Home and Onsite Location:- Navsari (Surat)*Apply for the job or contact on 9173324269 or share cv on Ritika91733@gmail.com*Experience: 1 to 5 years ( Experience in sales in Banking/Life Insurance/Mutual funds or portfolio...

Job OverviewWe are seeking an experienced Business Development Specialist to join our team at Tekpillar. The successful candidate will be responsible for providing expert advice to clients, recommending insurance products, and delivering exceptional customer service.About the RoleAs a Business Development Specialist, you will be the primary point of contact...

Job Description:Deliver exceptional customer service by responding to inquiries via call, email, and walk-ins, ensuring a high standard of communication.Address customer concerns with clarity, empathy, and thoroughness, adhering to the company's communication guidelines.Leverage in-depth knowledge of Mutual Fund products to handle inquiries on investments,...

About UsCkredence Wealth is a comprehensive wealth management services provider with over 40 dedicated employees. We are an innovative growth of Chirag Investments, established in 1987.We strive to provide cutting-edge financial solutions to our clients, leveraging our expertise and resources to help them achieve their financial goals.

We have urgent opening for Trading Executive Experience - Minimum 6 MonthsLocation - SuratJob Role - Candidate should have experience in Option Future trading Research and analyze market trends and financial data to make informed investment decisions Provide investment advice and recommendations to clients based on their financial goals and risk tolerance...

We are Resume Example, a pioneering company in the SAAS industry, proud to serve over 1 million users worldwide. Our goal is to revolutionize the way people build their resumes and find their dream jobs.Our portfolio boasts more than 40 job-related websites, including the widely popular resume-example.com. We are seeking a highly skilled Xero Certified...

Role Context : • As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm's financial planning framework and with the help of our Product and Investment Teams. • Acquire new Wealth Management prospects aligned to firm's target market, develop new territories • Build...

Roles and ResponsibilitiesThe purpose of the job is to lead all wealth management activities within the assigned territories/area, ensuring the attainment of revenue and market share goalsThe role involves client engagement and relationship management, market research and analysis, financial planning and reporting, marketing and business development,...

Job Overview    We are seeking a skilled and motivated Area Sales Manager to join our team at Tekpillar. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients and insurance companies, and driving revenue growth.Key Responsibilities:      • Develop...

**Job Overview:**We are seeking a highly skilled Book Design Specialist to join our team at ZebraLearn. As a Book Design Specialist, you will play a pivotal role in the visual representation of our publications.The ideal candidate must be a creative thinker with the ability to translate written narratives into visually captivating books seamlessly. This...

Position Summary:Designation : Equity Trader Location: Athwa gate, Surat (Planning to shift to VESU probably in 6 months) Salary: Based on the interview Experience Required: 2 YearsAbout Us: Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a...

Position Summary:Designation : Equity Trader Location: Athwa gate, Surat (Planning to shift to VESU probably in 6 months) Salary: Based on the interview Experience Required: 2 YearsAbout Us: Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a...

Digital Product Specialist Job DescriptionWe are seeking a skilled Digital Product Specialist to join our team at Resume Example. Our company focuses on providing job seekers with resume-building tools and connecting them with their desired jobs through our 40+ job-related websites.About Resume ExampleWith a presence in Ireland and India, we cater to over 1...

Develop and execute the circle's wealth management strategy to achieve revenue targets.Drive sales of investment products, insurance, alternate assets, and other wealth offerings.Identify new business opportunities and expand the HNW and UHNW client base.Work closely with the branch banking team to generate leads and cross-sell wealth products.Ensure strong...

Join us as a Customer Acquisition Specialist at Amazon and play a key role in driving business growth and developing strategic partnerships with sellers across India.About the OpportunityWe are seeking an experienced sales professional to manage a portfolio of partners and vendors in tier 2 and 3 cities across India. The ideal candidate will have a strong...

KUSHI PONTON is a SAAS company based in both Ireland and Surat India, proud to serve over 1 million users every month. Specializing in helping job seekers build their resumes and find dream jobs, our portfolio includes more than 40 job-related websites, including the widely-popular resume-example.com. We are seeking an experienced Xero Certified Specialist...

Primary Role To provide financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks managements, and monitoring clients investments...

Position Summary:Designation : Equity TraderLocation: Athwa gate, Surat (Planning to shift to VESU probably in 6 months)Salary: Based on the interviewExperience Required: 2 YearsAbout Us:Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is...