TheRecAI | Financial Concierge

Job Title: Financial ConciergeLocation: Bengaluru / MumbaiJob Overview:As a Financial Concierge, you will play a key role in sourcing leads and providing expert guidance on investment products. This position requires a deep understanding of financial principles, the ability to articulate the unique benefits of innovative investment strategies compared to...

Job Title: Financial Concierge Location: Bengaluru / Mumbai Job Overview: As a Financial Concierge, you will play a key role in sourcing leads and providing expert guidance on investment products. This position requires a deep understanding of financial principles, the ability to articulate the unique benefits of innovative investment strategies compared...

Job Title: Financial ConciergeLocation: Bengaluru / MumbaiJob Overview:As a Financial Concierge, you will play a key role in sourcing leads and providing expert guidance on investment products. This position requires a deep understanding of financial principles, the ability to articulate the unique benefits of innovative investment strategies compared to...

Job Title: Financial ConciergeLocation: Bengaluru / MumbaiJob Overview:As a Financial Concierge, you will play a key role in sourcing leads and providing expert guidance on investment products. This position requires a deep understanding of financial principles, the ability to articulate the unique benefits of innovative investment strategies compared to...

Job Title: Financial ConciergeLocation: Bengaluru / MumbaiJob Overview:As a Financial Concierge, you will play a key role in sourcing leads and providing expert guidance on investment products. This position requires a deep understanding of financial principles, the ability to articulate the unique benefits of innovative investment strategies compared to...

Job Title: Financial Concierge Location: Bengaluru / Mumbai Job Overview: As a Financial Concierge, you will play a key role in sourcing leads and providing expert guidance on investment products. This position requires a deep understanding of financial principles, the ability to articulate the unique benefits of innovative investment strategies compared...

Job Title:Financial ConciergeLocation:Bengaluru / MumbaiJob Overview:As a Financial Concierge, you will play a key role in sourcing leads and providing expert guidance on investment products. This position requires a deep understanding of financial principles, the ability to articulate the unique benefits of innovative investment strategies compared to...

Job OverviewTheRecAI seeks an experienced Senior Financial Strategist to join its team in Bengaluru / Mumbai. This dynamic role offers an exciting opportunity to work in a fintech environment, build meaningful relationships with clients, and contribute to innovative investment strategies.Key Responsibilities:Lead Qualification: Engage potential leads, assess...

Financial Concierge Mumbai 4 - 9 Years Of Experience No. of Openings - 3 **Responsibilities**: - Create a financial plan after understanding the client profile - Understand 1 Finance Approach and services - Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress - Verifying and cross-checking the generated...

Financial Concierge Mumbai 5 - 10 Years Of Experience No. of Openings - 3 **Responsibilities**: - Understand the approach and services offered by 1 Finance to deliver client-centric financial solutions s - Develop customized financial plans based on a thorough understanding of the client's profile, goals, and requirements - Monitor the progress of the...

7+ yrs exp || Consumer credit roles || Hands-on underwriting experience The company provides payment infrastructure across Southeast Asia, with a focus on Indonesia, the Philippines and Malaysia. The company has been growing rapidly since its inception in 2015, onboarding hundreds of new customers every month, and backed by global top-10 VCs. We’re proud...

JLL supports the Whole You, personally and professionally. **Administrative Tasks**: Managing and organizing office files, documents, and records. Scheduling and coordinating meeting room booking in Outlook. Office maintenance and AMC Maintaining office supplies and equipment inventory. Assisting in the preparation of reports, presentations, and other...

Financial Concierge Mumbai 5 - 8 Years Of Experience No. of Openings - 1 **Responsibilities**: - Prepare training content on financial products, financial planning, tax components, macroeconomics, customer query handling, FAQs by customers, about 1 Finance offering etc. - Identifying the training needs of various roles and delivering training courses to...

Financial Concierge Mumbai 3 - 5 Years Of Experience Communication Skill,Training & Development **Responsibilties**: - Prepare training content on financial products, financial planning, tax components, macroeconomics, customer query handling, FAQs by customers, about 1 Finance offering etc - Identifying the training needs of various roles and...

Financial Concierge Mumbai 2 - 5 Years Of Experience Financial domain knowledge,Problem solving **Responsibilities**: - Act as the primary point of contact for the advisory team, managing schedules, meetings, and communications with internal and external stakeholders - Manage and prioritize daily tasks and projects to ensure timely completion and...

Education qualifications: - BDS,BAMS,BHMS,MBA( Healthcare) Freshers welcome 1) Help patient and families In availing treatments at our clinic 2) Ensure that patient gets highest level of care and attention 3)Communicate with patients/families regarding appointments, care plans, financial, health and concierge resources available 4)Manage patient...

Ideate, plan and execute events and programmes for new client acquisition and engagement with existing clientsIdeation and end-to-end execution of events at a national or regional levelDevelop innovative ideas of engaging with TG at these eventsPR and social amplification of the engagementCommunication campaignsWork with cross functional teams to drive...

1. Ideate, plan and execute events and programmes for new client acquisition and engagement with existing clients2. Ideation and end-to-end execution of events at a national or regional level3. Develop innovative ideas of engaging with TG at these events4. PR and social amplification of the engagement1. Communication campaigns2. Work with cross functional...

Ideate, plan and execute events and programmes for new client acquisition and engagement with existing clientsIdeation and end-to-end execution of events at a national or regional levelDevelop innovative ideas of engaging with TG at these eventsPR and social amplification of the engagementCommunication campaignsWork with cross functional teams to drive...

The job description of a Front Office Associate typically includes, but is not limited to, the following responsibilities: 1. **Guest Check-in and Check-out**: Greeting guests, verifying reservations, processing payments, and issuing room keys. 2. **Reservation Management**: Handling room bookings, cancellations, and modifications while maintaining accurate...