Investment Specialist

3 days ago

Surat, Gujarat, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms.

2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs.

3) Disimination of product recommendations messages to allocated client using compliant messaging systems.

4) Effective handling of client queries thus ensuring efficient client enagagement.

5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades.

6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients.

7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time.

8) Constant efforts on direct databases for activation reactivation retention of clients.

9) To ensure the desired NPS score is achieved.

  • Sales Specialist

    2 weeks ago

    Surat, Gujarat, India Saumit Group Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Company DescriptionSaumit Insurance Brokers Pvt. Ltd. is one of India's most reliable investment advisory company, offering end-to-end investment solutions for individuals, families, and businesses. With a customer-first approach and access to top finance providers, Saumit ensures your financial future is secure by protecting assets, planning for health...

  • Area Parts And Service Manager

    2 weeks ago

    Surat, Gujarat, India Greaves Electric Mobility Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description Position:Area Parts and Service Department:After sales and serviceLocation: Reporting to: Zonal Head About Greaves Electric Mobility Website: LinkedIn: Greaves Electric Mobility Limited (GEML)EV Pioneer. Electric Scooter of the Year. Indias Highest Range Electric 3-Wheeler. Engineered to Outperform, Outlast, Outshine. Who We AreGreaves...

  • Digital Media Manager

    1 week ago

    Surat, India Seven Consultancy Full time

    JOB DETAILS Working closely with senior management to develop a strategy for integrated media campaignsAssisting digital and social media, public relations, and creative teams to select the appropriate media for their projects across different media platforms Scheduling placement of content on digital media platforms Improving the brand's awareness using...

  • Sales Head

    2 days ago

    Surat, India Amicorp Group Full time

    ABOUT US:Amicorp Group is an independent leading global provider of asset management, fund administration, trust fiduciary and corporate services to mostly corporate but also high-net-worth clients (www.amicorp.com). We are a Hong Kong based Group with an international network of 40+ offices in over 30 countries.Our private ownership further allows us to be...

  • IT & Security Administrator (India – Gujarat office)

    2 weeks ago

    Surat, India CloudLabs Inc Full time

    About CloudLabs:CloudLabs Inc was founded in 2014 with the mission to provide exceptional IT & Business consulting services at a competitive price, to help clients realize the best value from their investments. Within a short span, CloudLabs evolved from pure-play consulting into a transformative partner for Business Acceleration Advisory, Transformative...