Financial Relationship Developer

Important: Please Read Before ApplyingJob Description: Relationship Officer - Demat Account OpeningHave to do telemarketing daily to promote and explain the benefits of opening a Demat account with our brokerage firm.Reach out to potential clients and clearly explain our services and advantages.Follow up with clients regularly to ensure account opening and...

* Guide Clients through the Trading Process.* Solve client issues and answer questions.* Explain about our Product and its Benefits.* Generate leads by Telecalling on a daily basis. Generate leads from social media or other sources and Telecalling. Update leads in CRM.   Responsibilities & Duties: TelecallingMarketingPromotional activities Monitoring...

Job DescriptionRoles and Responsibility- Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.- Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.- Collaborate with internal teams to ensure seamless execution...

Position Overview Position Title Relationship Manager Department CUB Level Band Executive - 201 Role Summary Visit partner branches and interact with Bank branch managers Ensure sales targets assigned are met on every parameter Interact with customers to explain the products and solutions Help branches mapped to her him help achieve insurance sales...

Financial Leadership RoleThe ideal candidate will oversee daily financial operations, ensuring timely completion and accuracy of tasks. They must maintain strong relationships with banks to arrange funds and working capital finance.Develop a deep understanding of Direct Tax Law, TDS, and coordinate with consultants for tax assessment and appellate...

Wealth Manager PositionThe role of the Wealth Manager involves cultivating and maintaining strong relationships with high-net-worth clients. This includes advising on investments and managing their financial portfolios to maximize returns.A key member of our team, the Wealth Manager will possess a track record of success in private banking or wealth...

Title: Financial AnalystManager: Senior Director Finance Department/Function: FP&AFinancial AnalystJob Purpose: The Financial Analyst – Finance for Services supports the strategic and operational financial objectives of Pomeroy's Services organization. Reporting directly to the Vice President of Finance for Services, this role is responsible for delivering...

Cognos Developer PositionWe are seeking an experienced Cognos developer to join our team. The ideal candidate will have a strong background in developing and maintaining financial systems, including budgeting, forecasting, and actual MIS reporting.The selected candidate will be responsible for building, maintaining, and enhancing the financial systems using...

Job Summary:We are seeking a seasoned finance professional to lead our financial management activities. As a key member of our team, you will be responsible for overseeing all aspects of finance, including planning, budgeting, and reporting.This is an exciting opportunity to join our organization and make a meaningful impact on our financial performance.Key...

Job TitleBranch Receivable OfficerJob DescriptionManage the branch's cash flow by ensuring timely payments and minimizing bad debts.Develop strategies to improve financial performance and reduce receivables.Collaborate with internal teams to resolve outstanding issues and enhance customer satisfaction.Monitor and report on financial metrics, providing...