The Job logo

What

Where

Dealer

ApplyJoin for More Updates

You must Sign In before continuing to the company website to apply.

JOB DESCRIPTION

Skills:

        1.Good Command Over MS Excel
        2. Logically Strong
        3.Good Communication Skills
        4.Knowledge of Derivative
        5.Good Team Management Skill

Recruitment process:

  1. Fill out the form
  2. Check your mail for Logical & Technical Tests
  3. Complete the test
  4. Check your mail regularly for further communications

Job Description:

  1. Wealth Management Opportunities tracking and executing 
  2. Daily Reporting of Products E.g, AUM, due AMC’s, Risk report, Compliance 
  3. Client Support and Daily Communication
  4.  Following SOP with 6 Sigma 
  5.  Implementing automation in day-to-day work. 
  6.  Regular meetings & Training for the Product team and clients. 
  7. Ensuring Renewal of AMC 
  8. Execution of trade on client approval
Set alert for similar jobsDealer role in Surat, India
Finideas Logo

Company

Finideas

Job Posted

a year ago

Job Type

Full-time

WorkMode

On-site

Experience Level

0-2 years

Locations

Surat, Gujarat, India

Qualification

Bachelor or Master

Applicants

Be an early applicant

Related Jobs

Finideas Logo

Accountant

Finideas

Surat, Gujarat, India

Posted: a year ago

We are looking for a candidate who is logically strong and possesses good communication skills. Knowledge of Tally & Taxation along with advanced Excel is required. The candidate will be responsible for RIA Company formation, merging, and conducting company audit. They will also be involved in performing daily accounting activities and preparing various reports. Strong analytical and problem-solving skills are a must. Good luck with your application!

Tata Capital Logo

Sales Manager - Personal Loans - Mix

Tata Capital

Surat, Gujarat, India

Posted: a year ago

To drive sales and ensure business targets are achieved  o Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company-s base of customers for retail loan product so as to ensure repeat business or referrals o Maximize sales through a network and relationships to ensure strong business o Develop and maintain strong liaisons with the clients for repeat business or referrals. o Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. o Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area o Align with the team on ground lead generation activities for Sales. o Lead and supervise the team for the implementation of the growth agenda through appropriate training, motivation and deployment strategies o Constantly keep abreast on market trends and competitor intelligence so as to build and develop effective sales and marketing strategies o Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. o Ensure compliance to all Audit / RBI regulations as well as processes, policies and reports as per company designed systems. Post Graduate/ Graduate in any discipline