Financial Planner
Sykes and Ray Equities
0 - 1 Years
|
Confidential
|
New Delhi
Sykes & Ray Equities promoted passionately by its Chairman - Mr. Yogesh R Gupta and Managing Director - Mr. Anup R Gupta, has evolved over a period of time. Its emergence has happened principally due to the inspiring and dynamic leadership of our core management team
Since 1990 SRE has undergone a metamorphosis from being a traditional proprietary concern to a professionally managed company, hiring and retaining meticulous and experienced personnel. Our group has matured from a handful of dedicated employees in the early 90's to over 200 till date
Moreover SRE is one of the foremost retail stock broking service entities on the country's two major exchanges. It has strong presence in over 140 locations across India through a network of business associates and branches. The company has also endeavored to reach out to Indians across the globe by setting up an independent NRI DESK
Thus SRE has constantly and consistently strived to grow and better itself without compromising on the quality of services it provides, a rare quality that clients have come to expect from SRE
Website: www.sre.co.in
Profile Offered: Financial Planner
Job Location: Delhi
Course Specialization: Any Graduate - Any Specialization
Desired Experience: 0 - 1 Years
Roles and Responsibilities:
•Contacting new & existing clients and setting up meetings, either within an office environment or in clients' homes or business premises
•Collecting all the documents necessary for the data gathering process
•Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
•Analyzing information and preparing plans best suited to individual clients requirements
•Completing risk analyses
•Researching the marketplace and providing clients with information on new and existing products and services
•Designing financial strategies
•Assisting clients to make informed decisions
•Researching information from various sources, including providers of financial products
•Reviewing and responding to clients changing needs and financial circumstances
•Promoting and selling financial products to meet given or negotiated sales targets
•Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
•If only mf, cross selling to open a trading account and insurance
To know more,please visit www.naukri.com/job-listings-Financial-Planner-Sykes-Ray-Equities-Delhi-0-to-1-years-301118504382?src=simJobDeskJD&xp=1
Education:
B.Com., B.Tech/B.E., Diploma 3 Yr.
Work Experience:
0 - 1 Years
Salary
Confidential
Industry
Banking & Finance
