Business Development

Business Development

Posted by Investmart Securities Private Limited

Vadodara

Posted: imported by Jeevika

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Ltd0 - 3 yearsNot DisclosedVadodaraPosted: 5 days agoOpenings: 4Applicants: 26Business DevelopmentInvestmart Securities Private LimitedPosted by Nexxora Innovation and Tech Solutions Pvt. LtdJob descriptionRole: Business Development Responsibilities:1. New Business Acquisition through Financial Planninga. Client Profiling b. Ensure goal based financial planningc. Undertaking client meetings and presentations to acquire new businessd. Enhance and update knowledge about the industry 2. Relationship Management & Portfolio Management a. Maintain, develop and grow relationship with the clients b. Cross sellingc. Tracking, analyzing and monitoring client portfolio d. Research & Analysis of various financial instruments 3. Client Servicing and Processinga. To understand, address and resolve client queries b. To undertake form/paper and processing formalities c. To ensure smooth business process4. Conduct client seminars and eventsa. Investor Awareness programb. Corporate workshops 5. Handholding the clients on technology platformsQualification: MBA/ PGD with specialization in Finance/MarketingExperience: 0 to 3 yearsOther Desirables: Excellent communication and presentation skills Possess strong convincing power Computer Literate and expert in MS Word, Excel, Power point Proficiency in English, Hindi and Gujarati Two-Wheeler a mustRole: BFSI, Investments & Trading - Other,Industry Type: Financial Services (Asset Management),Department: BFSI, Investments & Trading,Employment Type: Full Time, PermanentRole Category: BFSI, Investments & Trading - OtherEducationPG: MBA/PGDM in Any SpecializationKey SkillsSkills highlighted with ‘‘ are preferred keyskillsWealth ManagementBusiness DevelopmentloanMutual FundsInsuranceAbout companyCompany ProfileInvestmart Securities Private Limited is a leading and most trusted Wealth Management company in India. We began our operations in the Financial Services Industry in the year 2005 and are based at Vadodara, Gujarat. We have our clients spread across in India, US, Canada, Middle East and Southeast Asia.We cater to one and all, ranging from Companies, Trusts, Associations, Societies to High Networth Individuals and Non Resident Individuals. Our core competency is to understand our client's profile, identify their goals, design portfolios as well as review and manage it on a continuous basis. We deal in all government recognized instruments which in turn give exposure into different asset class like Equities, Debt (Government and Corporate Bonds), Commodities, Currencies, Real Estate and Insurance.In an industry where client's profile as well as requirements is given the least importance and financial products are "sold", we constantly strive to bring in a new era of investment advisory by emphasizing on need based advice. This endeavor has brought us laurels and immense respect in the Corporate world.Our VisionTo be an admired Financial Services Leader, Trusted Partner and provider of best Solutions for all Financial needs.Our MissionTo create value for our clients through education and awareness and thus help them achieve Financial Security and Independence.Our Core ValuesLeadership: Lead the change for a better tomorrowIntegrity: High moral valuesPassion: Total CommitmentQuality: Delivering the bestCompany InfoLink:Nexxora Innovation and Tech Solutions Pvt. Ltd websiteAddress:401 Meraki Latitude Near Devdeep Nagar Old Padra Road Vadodara 390020Beware of imposters! Naukri.com does not promise a job or an interview in exchange of money. Fraudsters may ask you to pay in the pretext of registration fee, Refundable Fee…Read moreSimilar jobsTeam Lead - Business DevelopmentInvestmart Securities Private LimitedPosted by Nexxora Innovation and Tech Solutions Pvt. 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