Hiring II Wealth basket RM II Leading Broking Firm Avani Consulting

4.0 - 9.0 years

6 - 11 Lacs

Kollam, Bengaluru, Thiruvananthapuram

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Greetings from Avani consulting we are hiring for leading broking firm Role & responsibilities Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonalskills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF) Interested candidtaes share your cv in Mail or WhatsApp Mail anusha@avaniconsulting.com WhatsApp 9003875895

Posted 1 week ago

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Senior Process Specialist - Defined Benefits Talent Et Au Dela Management Consulting & Advisory

4.0 - 6.0 years

1 - 6 Lacs

Pune

Work from Office

Job Role - Sr. Process Specialist - DB Responsibilities: Independently analyze and process complex process retirement calculations and transactions within established timing and quality standards. Serve as a resource for calculation and transaction interpretation. Assist in the management and review of participant data and retirement information. Provide informal oversight and may perform quality review of transactions and calculations. Perform retirement calculations and transactions taking into consideration compliance requirements, client/legal documents and tax considerations. Investigate and resolve calculation and transaction problems. Meet performance measurement standards to ensure calculations are timely and of high quality. Provide positive informal leadership influence and support to all team members. Share knowledge, perhaps acting as a subject matter expert and be a mentor resource to internal business partners. Effectively communicate with internal business partners to resolve problems. Report and communicate problems and work with appropriate technical and actuarial areas for resolution as needed. Identify and recommend the most effective system solutions, workflows and procedures for the maintenance and improvement of customer service. Perform other job-related duties or special projects as required.

Posted 3 weeks ago

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