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Current Opening @ Cholamandalam Business Services Limited Designation: Executive - Sales Position: Junior Officer / Deputy Officer Reporting to: Branch Manager Key Responsibilities • Handling the business of Car / Small / Commercial Vehicle. • Dealership visit for sourcing cases • Post scorching visiting customer place to check the customer profile & the reference cases. • Getting KYC docs of client and coordinating with branch for file processing & Loan approvals. Register Now: https://goo.gl/o841uZ ISSM Pitampura Plot No. 2, Kapil Vihar, Pitampura, Delhi – 110034. M: 97179-38004, Email: pitampura@issmindia.com
Career in Treasury Management Banks help their customers manage their money, but who manages a bank's money? How does a bank decide where to invest its capital across its business and how much to hold back in reserve? How does a bank make sure that each of its business areas has enough cash to serve its clients and function efficiently while keeping enough cash available centrally at all times to cover any unexpected market developments? Treasury Managers are the ones responsible for overseeing the cash flow, revenue and overall finances of an organization. They evaluate fiscal choices, monitor expenses, advise colleagues and are usually expected to frequently travel in order to meet with financial contracts. Treasury Managers work in an office environment alongside a team of coworkers and can be employed by investment firms, retail companies, financial agencies and many other types of organizations. They typically report to one or more senior-level staff members, such as the Chief Financial Officer, while simultaneously overseeing a diverse team of junior-level employees. Learn more: https://lnkd.in/f4FZEit
Get Flat 40% discount on TalentSprint SSC/Bank/CTET Exam Prep 1. Pay 6600 for 12 months 2. Pay 6000 for 6 months 3. Pay 4500 for 3 months Get Referral INR 500 gift voucher from Amazon. Avail Test Series @ INR 1200 for 12 months. Contact 97179-38004 TalentSprint Success stories:- · Success Story# 1: Soumya Banerjee, Probationary Officer in Punjab National Bank https://www.youtube.com/watch?v=WfvR9b4VdC0 · Success Story# 2: Nagalinga, who got an offer in Central Bank of India https://www.youtube.com/watch?v=Gs2kTlYScAA& t=50s · Success Story# 3: Roshan Castelino, An Air Craft Engineer for 11 years but now a PO https://www.youtube.com/watch?v=BAKriTu2w6E& t=43s
Job Openings for CFP Candidates:- Job Location:- New Delhi Position: Financial Planners No. of Positions: Five (5) Company: Hum Fauji Initiatives Location: Dwarka, New Delhi Qualifications and competencies: At least Graduation, preferably in a financial subject. MBA (Finance) would be given a preference.A good academic record is important.CFPCMor AFP (part of CFPCM certification) would be very desirable. · Should be very well versed with Microsoft Excel. · Good knowledge of the process of comprehensive financial planning and mutual funds. · Good command over written and spoken English, natural flair for client service and soft-spoken demeanour are extremely important for the job. Experience: Preference will be given to candidates with work experience, preferably in a financial company undertaking financial planning and investments in mutual funds. Promising freshers may also be considered. Salary Expectation: Best of industry standards, with liberal additional incentives as per performance and company policy. Higher start for deserving and experienced candidates. Job Description: · Make comprehensive Personal / Retirement Financial Plans for clients as per the process laid down in the Company and explain the same to the clients in a simple language they understand. · Translate the investment or retirement plans into specific product plans with special emphasis on mutual funds. · Implement the product plans by guiding and explaining the same to clients, getting the relevant forms filled and monitor the investment process. · Monitoring the goal attainment and performance of the invested assets on a regular basis and interacting with the clients on these and associated issues. · To carry out regular review and re-balancing of the portfolio. · To sort out all the financial issues of the clients whether they pertain to the financial goals, financial plan, investments, or any other financial issues being faced by him which may or may not be related to Company’s products/services. · Visiting clients at their premises or at a suitable place, if so required. · Conduct or help in conducting financial workshops, seminars, road-shows etc in a manner as desired by the company. · There is no sales related job assigned to a Financial Planner as on today. However, the candidate should be open to performing all job related tasks as required in the performance of his/her duty. About the Company: Hum FaujiInitiativesTM operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2008 certified company. It is an 8-year-old well-known company at national level, has clientele spread all across the world and is growing at more than 100% year-on-year ever since its inception. We undertake comprehensive financial planning and investments in mutual funds, bonds, fixed deposits, real estate, and other financial products including income tax filing, loans, insurance, Wills and associated work. The product and service portfolio is being constantly expanded. Candidates with experience in any or more of these verticals will have an edge in the selection process. We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues. Company website:www.humfauji.in Interested candidates to forward their CVs to MsBindu Govila, COO, Hum Fauji Initiatives atbindugovila@humfauji.in or contact her on 9999 777 696 for any further details.
Financial Planning is one of the fastest-growing professions across the world and with a huge demand- supply gap in India the youngsters planning a career in Financial Planning have a bright future and can take advantage of many opportunities coming across in the Financial Services Industry. Managing money is a tricky business, managing other people’s money is not just tricky; it’s a lot challenging and difficult. Considering most people need guidance on where to invest, how to save taxes, the best insurance scheme, which fund to invest in, which stock to hold, which one to sell, how to plan junior’s college and their own retirement. And for all those self styled experts; planners come into helping them make better use of their money and achieve financial goals. Financial Planning is one of the fastest-growing professions across the world and Financial Planners are most sought with a fast growing working population that earns well, and needs expert handling of their finances. Financial services, especially on the retail side, have undergone a major transformation. Various factors have catalysed this change: One, privatisation of insurance and mutual fund sectors has increased product options for the investor. Two, falling interest rates and the end of ‘guaranteed-return’ products have prompted investors to look for alternative modes of investment. And, three with a number of scams taking place in the financial markets, investors’ confidence in ‘advisors’ has been shaken and the investors are asking for a ‘trusted financial doctor’. In the Financial landscape, an individual has various professional courses such as Chartered Account (CA), Company Secretaries (CS), Cost & Works Accountants (CWA) and Chartered Financial Analysts (CFA) to pursue. Each programme offers individuals some specialization, which fulfils a job requirement. The CA focuses on tax, audit and accountancy; a CS is an expert in corporate laws; the CWA will focus on management accountancy and CFA will be an expert in corporate finance and mergers & acquisitions. The common feature across all these programmes is that they are professional courses focused on the “corporate” point of view. In this era of super specialization, the Certified Financial Planner (CFPCM), focusing on comprehensive financial advisory services to individuals has emerged. The future poses numerous opportunities for Financial Planners to take advantage of thousands of available jobs in this expanding profession. There is also the possibility to fuel your entrepreneurial spirit and enjoy the benefits of owning your own business. Distinguish yourself by expanding your knowledge, competence, and professional status. Grow your own client base by offering a wider range of services and be in charge of your own financial future.
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