4 jobs found in uttarakhand.

Job DiscriptionBuild and manage a B2C portfolio of clientsPlan and manage new account onboarding process, asset transfers and other account service requestsBuilding a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.Build continuous AUM (assets

Sales executive experience2

sales coordinatorCompany description / Organisation / DepartmentThis role is an integral part of our sales team, ensuring smooth order processing and strong coordination across departments.Position description / Job descriptionCoordinate order processing from approval to distribution and entry into the system.Distribute purchase orders based on stock availability.Collaborate with the IT team on order entry into the company portal.Ensure timely order

Role & Responsibilitieso Report to the Branch IM Sales Manager in the respective cityo Will be covering and servicing brancheso Manage minimum 6-10 branches (depending on the size of the city & branch)o Represent IM Investment Managers for the sale and service of  IM mutual fundso Maintain and build relationship with customers of the brancho Understand the products, market scenario and suggest investment options based on client profilingo Manage walk-in