3.0 - 6.0 years

3 - 6 Lacs

Hyderabad / Secunderabad, Telangana, Telangana, India

On-site

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Understand the approach and services offered by 1 Finance to deliver client-centric financial solutions Conduct in-depth assessments of clients financial situations Develop customized financial plans based on a thorough understanding of the clients profile, goals, and requirements Monitor the progress of the client s financial plan and conduct regular meetings to review and discuss the action plans effectiveness Verify and cross-check all generated financial plans to ensure accuracy and feasibility Build and nurture long-term relationships with clients to understand their financial goals, priorities, and challenges Create proactive reminders and nudges for clients to take necessary financial actions Work closely with other team members, including advisors to provide seamless service to clients Utilize advanced financial planning software and tools to enhance the accuracy and efficiency of services Ensure all services comply with quality standards and adhere to regulatory and safety requirements Strong analytical and problem-solving skills Collaborative and result oriented Structured approach of thinking and execution Experience in working in agile practices

Posted 3 weeks ago

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Financial Planner 1 Finance

2.0 - 6.0 years

2 - 6 Lacs

Pune, Maharashtra, India

On-site

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Posted 3 weeks ago

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Sales Engineer/Assistant Manager Apogee Services

6.0 - 11.0 years

15 - 20 Lacs

Pune

Work from Office

The Sales Engineer/Assistant Manager will be responsible for understanding, mapping, promoting, and selling the range of Hard and Super-hard materials products in the assigned industry segments (Automotive & Aerospace) products and aligning solution offerings directly or indirectly through existing customers. Developing new customers within the assigned industry segment and region and drive growth. Essential Duties and Responsibilities: Driving growth within the allocated region and for the assigned industry segment. Develop customer targets, opportunity lists and drive lead generation. Providing technical expertise and guidance to end users and our customers throughout the sales process. Collaborating within the sales team to identify and qualify sales opportunities. Developing and maintaining strong customer relationships to increase customer satisfaction and loyalty. Contributing to sales strategies, pricing decisions and contract negotiations based on technical considerations. Assist customers in the selection of appropriate end user application products / solutions. Maintain the servicing of existing customer base while actively prospecting for new business. Submitting reports on sales activities and area development to achieve sales area budget.

Posted 1 month ago

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