Key Responsibilities: Promote traditional savings & guaranteed return insurance plans. Explain product benefits, returns, maturity, and bonus structures. Meet clients, understand financial goals & recommend suitable plans. Manage policy issuance & required documentation. Track renewals and maintain client relationships. Basic…
Key Responsibilities: Sell general insurance products: health, motor, travel, home insurance. Perform needs analysis and propose appropriate coverage. Assist clients with policy issuance, renewals & endorsements. Ensure timely servicing and follow up for claims coordination. Maintain sales records and achieve…
Key Responsibilities: Promote life insurance products: term plans, ULIPs, child & retirement plans. Identify customer needs & recommend suitable protection solutions. Handle end to end sales & documentation. Build relationships with clients to drive cross selling. Stay updated on product…
Key Responsibilities: Drive mutual fund sales through client interactions and portfolio recommendations. Generate leads through existing client base and market outreach. Conduct risk profiling and suggest suitable MF schemes. Coordinate with operations for purchase, redemption, and SIP setup. Maintain sales…
About Us We are a forward thinking finance and accounting services company supporting CA firms and businesses across accounting, taxation, finance, and investment domains. We focus on leveraging AI and automation to improve efficiency, accuracy, and customer experience across all…
Job Overview At Stanford Capital, we’re igniting a financial revolution, and we need a Telecaller who’s ready to set sales targets ablaze! This is a pure sales role focused on selling listed and unlisted equity investments through relentless lead generation…
About the Role: We are hiring experienced Relationship Managers / Dealers with strong exposure to Equity, Mutual Funds, PMS, Bonds, and Unlisted Shares. This is a pure sales role for high performing professionals who already have their own client base…
We are hiring a Senior Account Executive with strong expertise in accounting and financial reporting. The role involves end to end account management, compliance, and MIS reporting, ensuring accuracy and timely delivery of financial insights to management. Key Responsibilities Manage…
Key Responsibilities: Process and manage accounts payable and accounts receivable functions. Prepare and maintain accurate financial records for construction projects. Coordinate and process vendor invoices, subcontractor payments, and other project related expenses. Assist in preparing and reviewing monthly, quarterly, and…
Job Summary We are seeking a highly motivated and dedicated individual to join our team as a CA Articleship Trainee. This is a unique opportunity to gain comprehensive, hands on experience in various facets of accounting, finance, and taxation. The…
Assist with the preparation and filing of statutory documents (e.g. annual returns, resolutions). Support in organizing and recording minutes of board and committee meetings. Maintain statutory registers and ensure accurate company records. Assist in drafting agendas, notices, and resolutions. Liaise…
Assist with the preparation and filing of statutory documents (e.g. annual returns, resolutions). Support in organizing and recording minutes of board and committee meetings. Maintain statutory registers and ensure accurate company records. Assist in drafting agendas, notices, and resolutions. Liaise…