- New client acquisition for Broking , Investment products
- PMS/MF/Fixed Income and Insurance on as per assigned targets
- Ensure timely advice to customers for Equity and Derivative markets
- Portfolio Review to be done monthly with clients for deepening the Client relationship.
- Ensure adherence to Compliance process for advice given
- 1 New to Firm relationship to be sourced on monthly basis with min ticket size of 25 lacs for Broking or IP
- Daily meetings to be done with existing clients and new prospects for business.
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Senior Property Advisor
2 days ago
timesjobs Mumbai, India Full time· JOB DETAILS · 1. Connecting with the live customer leads given by the company and network with Registerd & New Clients. · 2. Managing client query on phone & convert tele-coversation into a personal meeting. · 3. Providing best pssoible solution to customer. · 4.FMCG Sales,Tra ...
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BDA-Senior Advisor
1 day ago
WTW Mumbai, India Paid WorkAbout Willis Towers Watson · Our distinct, connected perspective across talent, assets and ideas unlocks potential for our clients. · While many just look at mitigating the downside, we see how a unified approach to people and risk a path to growth is. Powered by market analytics ...
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Pfizer Mumbai, India Full timeRole Summary · The SMA, Internal Medicine will be responsible to work on specific projects & mentor the team of Medical Advisors and Area Medical Advisors for Internal medicine that includes multiple therapy areas such as Neurology, Cardiology, Surgical Specialties, Gastroentero ...
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Regulatory Control Support
1 week ago
Deutsche Bank Mumbai, India**Job Title **:Regulatory Control support - Associate** · **Location : Mumbai** · Chief Risk Office (CRO) Divisional Control Office (DCO) is responsible for Internal Control and Governance across Risk Types. · The DCO Regulatory Adherence team are responsible for ensuring that CR ...
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Client Growth Associate
1 week ago
Guidepoint Mumbai, India**Overview**: · Guidepoint's Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint's service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and mak ...
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Insurance Executive
1 week ago
Workipolar Mumbai, India**Job Title**:Senior Recruitment & Development Manager · **Reports to**:Branch Manager / Territory Manager · **Interview Rounds**:Two (1 Sales & 1 HR) · **Main Job Responsibilities** · - **Recruit** · To identify & recruit Potential Life advisors · from the Network & Natural mark ...
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Telecaller Role
4 days ago
Datamatics Global Services Ltd Mumbai, India**Designation: Advisor/Sr. Advisor** · **Location: Mumbai** · **Role Overview**: · As a Client Service Advisor/Senior Advisor, you'll be at the heart of Client's mission to deliver exceptional customer service and support. Your role involves making clients feel at ease, handling ...
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Investment Banking Associate
1 week ago
Agentis Capital Mumbai, India**Our Firm**: · Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm was recently awarded IJGlobal's 2021 North American Financial Advisor of the Year award. Our guiding principles a ...
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Investment Banking Associate
1 week ago
Agentis Capital Mumbai, India**Our Firm** · Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm was recently awarded IJGlobal's 2021 North American Financial Advisor of the Year award. Our guiding principles an ...
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Financial Planning Advisor
3 days ago
That's My Job. Mumbai, IndiaWe are hiring financial planning advisor. · **We need people who are** · Active Listener. · 2. Passionate about making money work harder for clients by · Good Communicator. · 4. Willing to take extra steps for clients. · 5. Comfortable with Excel & MS Word & PPT · 6. Entrepreneur ...
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Na Renewal Services
2 days ago
Willis Towers Watson Mumbai, IndiaNA Renewal Services · - Mumbai, IN · June 15, 2023 · - Internal Job Posting- Role- NA - Renewal Services- Designation- Advisor/Senior Advisor- Business Unit- North America- Shift Timings- Fixed - 6.30pm - 3.30am- Location- Vikhroli- Reporting to- Assistant Manager- Type of IJP · ...
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Servicing - Claims Handler
6 days ago
VARITE INDIA PRIVATE LIMITED Mumbai, India: · Location: Mumbai · Job Position Summary: · - To provide claims services to simple and medium complex Client/Carrier portfolio with Non-Proportional, Facultative placements and deal with post placement claims activities. · - Ensure the appropriate level of service is provided ...
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Content Producer
3 days ago
Forbes Advisor Mumbai, IndiaCompany Description · Forbes Advisor is looking to hire a Content Producer. Advisor is a new initiative in the personal finance and automotive spaces by Forbes. We are seeking top talent to become members of this team. If you're looking for challenges and opportunities similar to ...
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Fx Confirmation
1 week ago
State Street Mumbai, Maharashtra, IndiaJob Description · - Job Description · - Job DescriptionBusiness Line : Global Markets · Work Location : Bangalore · Process Name : FX Confirmations and Settlements · Position: Senior Associate (EL/TL/AM) · Shifts (in IST) : US Shift · State Street Corporation (NYSE: STT) is one o ...
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Billing Policy Administrator
1 day ago
WTW Mumbai, IndiaRole- Billing Policy Administrator- Designation- Advisor/Senior Advisor- Business Unit- National Accounting Center- Shift Timings- Evening (6:30 PM to 3.30 AM)- Location- Vikhroli- Reporting to- Business Support Team Supervisor/Assistant Manager/Manager**About Willis Towers Watso ...
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Billing/accounts Receivable/accounts Payable
4 days ago
Willis Towers Watson Mumbai, IndiaBilling/Accounts Receivable/Accounts Payable · - Mumbai, IN · June 12, 2023 · - Role- Billing Policy Administrator- Designation- Advisor/Senior Advisor- Business Unit- National Accounting Center- Shift Timings- Evening (6:30 PM to 3.30 AM)- Location- Vikhroli- Reporting to- Busin ...
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Associate, Client Service
5 days ago
Guidepoint Global Mumbai, India**OVERVIEW**: · **At Guidepoint, we're the experts in finding expertise.** · Whatever it is that our clients need to know—we find the experts closest to the topic and facilitate a short-term consultation. Guidepoint's clients include many of the top Institutional Investors (inclu ...
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Commercial Advisor
1 week ago
Shell Mumbai, India**The Role**: · The energy transition is continuing at an unprecedented pace and scale, requiring new and innovative low carbon technologies to complement the existing available solutions. Join us and make your mark on Shell's future as a net-zero emissions energy business, work ...
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Medical Officer
1 week ago
Modern Homeopathy Mumbai, IndiaWe are seeking a highly capable medical officer to manage our medical team and supervise the healthcare services that they provide. In this role, your duties will include serving as a clinical advisor, overseeing clinical trials, and maintaining high standards of inpatient care. ...
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Us Nac
1 week ago
WTW Mumbai, India**Role** · Payable Accountant · **Designation** · Advisor/ Senior Advisor · **Business Unit** · National Accounting Center (NAC) · **Shift Timings** · Evening (6:30 PM to 3.30 AM) · **Location** · Vikhroli · **Reporting to** · Business Support Team Supervisor/Assistant Manager · ...
Senior Advisor - Mumbai, India - iimjobs
Description
Senior Advisor - Private Client GroupResponsibilities:
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.