Aspiring Mantra
Manage a portfolio of existing and prospective clients through virtual platforms(phone, email)Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews...
Plan & run digital campaigns across Google Ads, Facebook, LinkedIn, YouTube &other channels to drive traffic & lead generationCreate, schedule & monitor content for social media platforms to educate &engag...
Moderate all customer reviews and respond to email& calls queriesMeets or exceeds quality and productivity goals assigned by managementDemonstrates clear and polite written and oral communicationinfo.aspiringmantra@gmail....
Developing & Managing team.Make strategic planning to grow Branch Business Advising clients on profitable Investment opportunities for Equity, Commodity and Financial productsIdentifying, acquiring, developing & main...
Manage client relationships through regular client visits & meetingsRecommend appropriate financial products to meet client needs and achieve business targetIdentify and acquire new clients, especially HNI & Wealth se...
Analyzing & summarizing medical records to support case evaluations, ensuring accuracy& adherence to timelineIdentify key data points & compile concise summariesMaintain confidentiality & comply with medical r...
Acquiring preferred clients (HNI/Ultra HNI)Maintain client relationships & generate AUM from preferred clientsPortfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currencyinfo.aspiringmantra@gmail...
Acquiring preferred clients (HNI/Ultra HNI)Maintain client relationships & generate AUM from preferred clientsPortfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currencyinfo.aspiringmantra@gmail....
Monitoring accounts to identify overdue paymentsFinding and contacting customers to arrange debt payoffsKeeping accurate records and reporting on collection activityReport on collection activity and accounts receivable status...
We are hiring for Accounts O2c Cah Application and credit controlCash ApplicationWork on Cash AllocationCollectionMonth End ReportsAccrualsCredit ControlSap T-codesPost Payments received in BankReconciliationMIS ReportingChec...
Ensure adherence to service quality procedures when performing collection activitiesAchieve daily customer contact/collection targets as per defined performance metricsReviewing list of accounts allocated and strategize accor...
Preparation filing of various monthly, quarterly, half yearly annually returns of RBIPreparation of RBI Day to day complianceGood knowledge of RBI Regulatory Filings.Preference given to a candidate who have experience in Audi...
Possess excellent medical knowledge, including a strong grasp of medical terminologies and complex disease conditions.Display a keen analytical mindset, enabling you to process and extract key information from medical records...
Acquiring, Deepening and Retaining HNI UHNI clientsGenerate Revenue by promoting MF- Mutual Funds, PMS - Portfolio Management ServicesSales of equity and related products, cross selling of other financial productsRegular clie...
Responsible to hire, training & manage a team of Relationship Managers & Revenue targetsResponsible for revenue generation in terms of brokerage for the branchDevelop maintain a long-term relationship with HNI existin...
Reviewing list of accounts allocated & strategize accordinglyAchieve daily customer contact/collection targets as per defined performance metricsManage collections by reviewing accounts, contacting customers, and achievin...
Monitoring due dates and sending reminders for upcoming or overdue payments.Addressing any discrepancies or disputes that may delay paymentProvide personalized communication and efficient dispute resolution, fostering better ...