Finoviser Financial Services
Job Responsibilities Formulate business strategy with others in the execution team Design operational processes and policies that align with the overall strategy of the company. Implement efficient process and standards and assess and implement technology and automation for smooth and…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities The Relationship Manager will be responsible for expanding distribution channel( sub broker, multilevel marketing firm, microfinance company etc.) Maintaining client relationships and generating revenue (Mutual Funds, Equity, Life & General Insurance, PMS, Structured Products) from preferred partner channel’s…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities Looking out all the aspects of Business Development and Revenue Growth, implementation of strategies & policies related to business Develop and maintain sustained relationship with all the stakeholders and customers Dealing with customer complaints and issues at utmost…
Job Responsibilities Formulate business strategy with others in the execution team Design operational processes and policies that align with the overall strategy of the company. Implement efficient process and standards and assess and implement technology and automation for smooth and…
Job Responsibilities The candidate should be well versed with back end operation process pertaining to MF, Life and General Insurance, Fixed income Should have in depth knowledge of all process related to different financial asset class Should make and update…
Job Responsibilities Formulate business strategy with others in the execution team Design customer care operational process and policies that align with overall strategy Implement efficient process and standards for smooth and effective functioning of customer care team. Should develop robust…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
Job Responsibilities Formulate business strategy with others in the execution team Design customer care operational process and policies that align with overall strategy Implement efficient process and standards for smooth and effective functioning of customer care team. Should develop robust…
Job Responsibilities The Relationship Manager will be responsible for expanding distribution channel( sub broker, multilevel marketing firm, microfinance company etc.) Maintaining client relationships and generating revenue (Mutual Funds, Equity, Life & General Insurance, PMS, Structured Products) from preferred partner channel’s…
Job Responsibilities Formulate business strategy with others in the execution team Design operational processes and policies that align with the overall strategy of the company. Implement efficient process and standards and assess and implement technology and automation for smooth and…
Job Responsibilities The candidate should be well versed with back end operation process pertaining to MF, Life and General Insurance, Fixed income Should have in depth knowledge of all process related to different financial asset class Should make and update…
Job Responsibilities Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
Job Responsibilities Formulate business strategy with others in the execution team Design customer care operational process and policies that align with overall strategy Implement efficient process and standards for smooth and effective functioning of customer care team. Should develop robust…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
Job Responsibilities Data analysis for generating reports on daily basis Preparing reports in excel comply with data given Communications with clients , responding and solving issues Co coordinating & Supporting other departments for their requirements Maintaining records of daily client…
Job Responsibilities Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities Formulate business strategy with others in the execution team Design operational processes and policies that align with the overall strategy of the company. Implement efficient process and standards and assess and implement technology and automation for smooth and…
Job Responsibilities Looking out all the aspects of Business Development and Revenue Growth, implementation of strategies & policies related to business Develop and maintain sustained relationship with all the stakeholders and customers Dealing with customer complaints and issues at utmost…
Job Responsibilities Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and…
Job Responsibilities The Relationship Manager will be responsible for expanding distribution channel( sub broker, multilevel marketing firm, microfinance company etc.) Maintaining client relationships and generating revenue (Mutual Funds, Equity, Life & General Insurance, PMS, Structured Products) from preferred partner channel’s…
Job Responsibilities The candidate should be well versed with back end operation process pertaining to MF, Life and General Insurance, Fixed income Should have in depth knowledge of all process related to different financial asset class Should make and update…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
Job Responsibilities Formulate business strategy with others in the execution team Design customer care operational process and policies that align with overall strategy Implement efficient process and standards for smooth and effective functioning of customer care team. Should develop robust…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
Job Responsibilities Formulate business strategy with others in the execution team Design customer care operational process and policies that align with overall strategy Implement efficient process and standards for smooth and effective functioning of customer care team. Should develop robust…
Job Responsibilities Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and…
Job Responsibilities The candidate should be well versed with back end operation process pertaining to MF, Life and General Insurance, Fixed income Should have in depth knowledge of all process related to different financial asset class Should make and update…
Job Responsibilities The candidate should be well versed with back end operation process pertaining to MF, Life and General Insurance, Fixed income Should have in depth knowledge of all process related to different financial asset class Should make and update…
Job Responsibilities Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and…
Job Responsibilities The candidate should be well versed with back end operation process pertaining to MF, Life and General Insurance, Fixed income Should have in depth knowledge of all process related to different financial asset class Should make and update…
Job Responsibilities Looking out all the aspects of Business Development and Revenue Growth, implementation of strategies & policies related to business Develop and maintain sustained relationship with all the stakeholders and customers Dealing with customer complaints and issues at utmost…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
Job Responsibilities Formulate business strategy with others in the execution team Design operational processes and policies that align with the overall strategy of the company. Implement efficient process and standards and assess and implement technology and automation for smooth and…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
Job Responsibilities Data analysis for generating reports on daily basis Preparing reports in excel comply with data given Communications with clients , responding and solving issues Co coordinating & Supporting other departments for their requirements Maintaining records of daily client…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities Looking out all the aspects of Business Development and Revenue Growth, implementation of strategies & policies related to business Develop and maintain sustained relationship with all the stakeholders and customers Dealing with customer complaints and issues at utmost…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and…
Job Responsibilities Formulate business strategy with others in the execution team Design customer care operational process and policies that align with overall strategy Implement efficient process and standards for smooth and effective functioning of customer care team. Should develop robust…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
Job Responsibilities Support the development and implementation of HR initiatives and systems Be actively involved in recruitment by preparing job descriptions, postings ads and managing the hiring process Create and implement effective onboarding plans Develop and execute training and development…
Job Responsibilities Formulate business strategy with others in the execution team Design operational processes and policies that align with the overall strategy of the company. Implement efficient process and standards and assess and implement technology and automation for smooth and…
Job Responsibilities The Relationship Manager will be responsible for expanding distribution channel( sub broker, multilevel marketing firm, microfinance company etc.) Maintaining client relationships and generating revenue (Mutual Funds, Equity, Life & General Insurance, PMS, Structured Products) from preferred partner channel’s…
Job Responsibilities Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and…
Job Responsibilities The candidate should be well versed with back end operation process pertaining to MF, Life and General Insurance, Fixed income Should have in depth knowledge of all process related to different financial asset class Should make and update…
Job Responsibilities Support the development and implementation of HR initiatives and systems Be actively involved in recruitment by preparing job descriptions, postings ads and managing the hiring process Create and implement effective onboarding plans Develop and execute training and development…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities Data analysis for generating reports on daily basis Preparing reports in excel comply with data given Communications with clients , responding and solving issues Co coordinating & Supporting other departments for their requirements Maintaining records of daily client…
Job Responsibilities Formulate business strategy with others in the execution team Design customer care operational process and policies that align with overall strategy Implement efficient process and standards for smooth and effective functioning of customer care team. Should develop robust…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
Job Responsibilities Looking out all the aspects of Business Development and Revenue Growth, implementation of strategies & policies related to business Develop and maintain sustained relationship with all the stakeholders and customers Dealing with customer complaints and issues at utmost…
Job Responsibilities The Relationship Manager will be responsible for expanding distribution channel( sub broker, multilevel marketing firm, microfinance company etc.) Maintaining client relationships and generating revenue (Mutual Funds, Equity, Life & General Insurance, PMS, Structured Products) from preferred partner channel’s…
Job Responsibilities Formulate business strategy with others in the execution team Design operational processes and policies that align with the overall strategy of the company. Implement efficient process and standards and assess and implement technology and automation for smooth and…
Job Responsibilities Looking out all the aspects of Business Development and Revenue Growth, implementation of strategies & policies related to business Develop and maintain sustained relationship with all the stakeholders and customers Dealing with customer complaints and issues at utmost…
Job Responsibilities The candidate should be well versed with back end operation process pertaining to MF, Life and General Insurance, Fixed income Should have in depth knowledge of all process related to different financial asset class Should make and update…
Job Responsibilities Formulate business strategy with others in the execution team Design customer care operational process and policies that align with overall strategy Implement efficient process and standards for smooth and effective functioning of customer care team. Should develop robust…
Job Responsibilities Support the development and implementation of HR initiatives and systems Be actively involved in recruitment by preparing job descriptions, postings ads and managing the hiring process Create and implement effective onboarding plans Develop and execute training and development…
Job Responsibilities Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities Data analysis for generating reports on daily basis Preparing reports in excel comply with data given Communications with clients , responding and solving issues Co coordinating & Supporting other departments for their requirements Maintaining records of daily client…
Job Responsibilities Formulate business strategy with others in the execution team Design customer care operational process and policies that align with overall strategy Implement efficient process and standards for smooth and effective functioning of customer care team. Should develop robust…
Job Responsibilities Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities Data analysis for generating reports on daily basis Preparing reports in excel comply with data given Communications with clients , responding and solving issues Co coordinating & Supporting other departments for their requirements Maintaining records of daily client…
Job Responsibilities Formulate business strategy with others in the execution team Design customer care operational process and policies that align with overall strategy Implement efficient process and standards for smooth and effective functioning of customer care team. Should develop robust…
Job Responsibilities Support the development and implementation of HR initiatives and systems Be actively involved in recruitment by preparing job descriptions, postings ads and managing the hiring process Create and implement effective onboarding plans Develop and execute training and development…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities Formulate business strategy with others in the execution team Design operational processes and policies that align with the overall strategy of the company. Implement efficient process and standards and assess and implement technology and automation for smooth and…
Job Responsibilities The Relationship Manager will be responsible for expanding distribution channel( sub broker, multilevel marketing firm, microfinance company etc.) Maintaining client relationships and generating revenue (Mutual Funds, Equity, Life & General Insurance, PMS, Structured Products) from preferred partner channel’s…
Job Responsibilities Formulate business strategy with others in the execution team Design customer care operational process and policies that align with overall strategy Implement efficient process and standards for smooth and effective functioning of customer care team. Should develop robust…
Job Responsibilities Looking out all the aspects of Business Development and Revenue Growth, implementation of strategies & policies related to business Develop and maintain sustained relationship with all the stakeholders and customers Dealing with customer complaints and issues at utmost…
Job Responsibilities Support the development and implementation of HR initiatives and systems Be actively involved in recruitment by preparing job descriptions, postings ads and managing the hiring process Create and implement effective onboarding plans Develop and execute training and development…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
Job Responsibilities Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities Data analysis for generating reports on daily basis Preparing reports in excel comply with data given Communications with clients , responding and solving issues Co coordinating & Supporting other departments for their requirements Maintaining records of daily client…
Job Responsibilities Formulate business strategy with others in the execution team Design operational processes and policies that align with the overall strategy of the company. Implement efficient process and standards and assess and implement technology and automation for smooth and…
Job Responsibilities The Relationship Manager will be responsible for expanding distribution channel( sub broker, multilevel marketing firm, microfinance company etc.) Maintaining client relationships and generating revenue (Mutual Funds, Equity, Life & General Insurance, PMS, Structured Products) from preferred partner channel’s…
Job Responsibilities Looking out all the aspects of Business Development and Revenue Growth, implementation of strategies & policies related to business Develop and maintain sustained relationship with all the stakeholders and customers Dealing with customer complaints and issues at utmost…
Job Responsibilities The candidate should be well versed with back end operation process pertaining to MF, Life and General Insurance, Fixed income Should have in depth knowledge of all process related to different financial asset class Should make and update…
Job Responsibilities Formulate business strategy with others in the execution team Design customer care operational process and policies that align with overall strategy Implement efficient process and standards for smooth and effective functioning of customer care team. Should develop robust…
Job Responsibilities Support the development and implementation of HR initiatives and systems Be actively involved in recruitment by preparing job descriptions, postings ads and managing the hiring process Create and implement effective onboarding plans Develop and execute training and development…
Job Responsibilities Data analysis for generating reports on daily basis Preparing reports in excel comply with data given Communications with clients , responding and solving issues Co coordinating & Supporting other departments for their requirements Maintaining records of daily client…
JOB RESPONSIBILITIES Can work on Tax Reconciliation & good command over Excel Should have working knowledge of Reconciliation of commission /pay out from various financial institutes like MF, Insurance, Equity Firm, Fixed Income etc. Sound Knowledge of GST/ IGST/ Tax/…
Job Responsibilities Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and…
Job Responsibilities Answer chats/E mails/inbound calls or make outbound calls professionally to provide information about products and services Promoting financial products of company Listen and respond to customer’s needs and concerns Handle complaints and escalations Record customer query and actions…
Job Responsibilities The Relationship Manager will be responsible for expanding distribution channel( sub broker, multilevel marketing firm, microfinance company etc.) Maintaining client relationships and generating revenue (Mutual Funds, Equity, Life & General Insurance, PMS, Structured Products) from preferred partner channel’s…
Job Responsibilities The candidate should be well versed with back end operation process pertaining to MF, Life and General Insurance, Fixed income Should have in depth knowledge of all process related to different financial asset class Should make and update…
Job Responsibilities Looking out all the aspects of Business Development and Revenue Growth, implementation of strategies & policies related to business Develop and maintain sustained relationship with all the stakeholders and customers Dealing with customer complaints and issues at utmost…