Gujarat Financial advisor Jobs – 127 Open Jobs Today

Branch Head-DSF-Baroda
Aditya Birla Group —Gujarat
- Management
SR. EXECUTIVE - MF DISTRIBUTOR RECRUITMENT
NJ India Invest —Surat, Gujarat
- Master's degree
- Business Administration
- MBA
Business Head-CMO-Insurance-Surat-40LPA
RISHI JOBS —Surat, Gujarat
- ₹30 - ₹39 an hour
- Business development
- Leadership
Quick apply
Customer Success Manager - Surat
YuCollect —Surat, Gujarat
- Full-time
- Travel
- Financial services
Customer Success Manager - Rajkot
YuCollect —Rajkot, Gujarat
- Full-time
- Travel
- Financial services
Senior Accountant - Whippany Tech - Audit - AMD
WithumSmith+Brown —Ahmedabad, Gujarat
- Full-time
- English
- Project management
- Accounting
C++ Software Engineer, FX, Prices
Trading Technologies —Ahmedabad, Gujarat
- Full-time
- Analysis skills
- C++
- Agile
Customer Success Manager - Ahmedabad
YuCollect —Ahmedabad, Gujarat
- Full-time
- Travel
- Financial services
Graduate Apprentice Trainee
NJ Capital Pvt Ltd —Surat, Gujarat
- ₹8,000 - ₹9,000 a month
- Microsoft Office
- Bachelor's degree
- In-person
Quick apply
Senior Software Engineer - Power Markets
Trading Technologies —Ahmedabad, Gujarat
- Full-time
- Hybrid work
- Java
- AWS
- C++
- Paid holidays
- Paid time off
Quick apply
Consultant - US Accounting - OASYS - AMD
WithumSmith+Brown —Ahmedabad, Gujarat
- Full-time
- Bachelor's degree
- GAAP
- Accounting
Senior Accountant - FS - Audit - AMD
WithumSmith+Brown —Ahmedabad, Gujarat
- Full-time
- English
- Project management
- Accounting
Manager
EXL Service —Ahmedabad, Gujarat
- Full-time
- Computer Science
- Salesforce
- Master's degree
General Manager - Sales
Eaton —Ahmedabad, Gujarat
- Up to 50% travel
- Sales
- Master's degree
Manager - Houston - 1065 - Tax - AMD
WithumSmith+Brown —Ahmedabad, Gujarat
- Full-time
- English
- Accounting
- Communication skills
1985212-Lead Assistant Manager
EXL Service —Ahmedabad, Gujarat
- Full-time
- CRM software
- Computer Science
- Salesforce
Field Sales Representative
Winiyog Fintech Pvt Ltd —Ahmedabad, Gujarat
- ₹10,000 - ₹40,000 a month
- Part-time
- Sales
- 12th Pass
- In-person
- Flexible schedule
Quick apply
8d
Company Secretary
Shott Amusement limited —Surat, Gujarat
- Up to ₹45,000 a month
- Full-time
- English
- Microsoft Office
- Administrative experience
Quick apply
Associate Manager - 990 - Tax - AMD
WithumSmith+Brown —Ahmedabad, Gujarat
- Full-time
- Research
- Bachelor's degree
- Communication skills
Manager -CFI & 409A - FVS - AMD
WithumSmith+Brown —Ahmedabad, Gujarat
- Full-time
- Microsoft Excel
- Analysis skills
- Bachelor's degree

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Branch Head-DSF-Baroda

Aditya Birla Group -
Gujarat

Apply Now

Job details

Qualifications

Management

Full job description

Designation:

Location: India Gujarat Alkapuri, Baroda

Organization: Financial Services

Job Description:

Job Purpose

To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner.

Job Context & Major Challenges

Job Context: To lead the assigned branch by effective planning & management of resources and ensuring achievement of agreed business targets through effective sales strategies to help the branch lead in terms of market share and brand equity in a cost effective manner.

Job Challenges:• Performing despite unethical market practices prevailing in the market

Retention of the Quality Sales Force owing to stiff competition

Ensuring the quality of new advisors who are being introduced in to the system because it’s practically not possible to meet each and every advisor getting recruited.

Equipping the new advisors with proper knowledge owing to poor turnout in training programs

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1

Plan sales strategies and achieve branch business targets in terms of number of agents, productivity, new premium, persistency of business.

1. Scan the market for emerging opportunities, the presence of competition etc and plans for the progress of his branch in consultation with HO

2. Ensure strategies include effective product mix, tapping of potential customers, contests and delivery of investment advisory to customers.

3. Ensure implementation of the plans & monitor same to ensure success

KRA2

Promote productivity of the field force through effective people management.

1. Ensure regular training of advisors and provide latest input given by company to them.

2. Discuss with them the promotional infrastructure decided by company and have review of their progress in terms of competition, activisation and club membership.

3. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs etc.

KRA3

Ensuring persistency of the business in order to ensure enhance business goals.

1. By doing random quality checks on the business sourced to maintain desired persistency levels.

2. Ensure post sales servicing are through in order to retain customers.

KRA4

Inculcate a culture of financial discipline in the branch to have well control on revenue.

1. Ensure that strict control is maintained on the cash transactions in the branch.

2. Ensure that budget is maintained on all capital and operating expenses incurred.

KRA5

Ensure 100 % compliance in order to smooth running of the operation and enhance the productivity in the assigned branch.

1. Monitor process adherence at the branch

2. Provide regular update to the sales force /operation staff regarding changes in the Underwriting /IRDA Guidelines as well as Sales Process from time to time.

KRA6

Drive sales promotional activities in order to achieve the business numbers.

1. Initiate and ensure implementation of different activities to promote sales & recruitment.

2. Liaise with the concerned HO teams to drive central initiatives

3. Ensure adequate promotional effort is delivered to existing and potential customers.

KRA7

Recommend product and process improvement to the company to enhance efficiencies and customer satisfaction.

1. Evaluate customer response to our products, services, processes and people and suggest innovations/ improvements/ changes in these areas.

KRA8

Ensure effective administration of the branch to sustain smooth functioning and operations in a cost effective way.

1. Ensure that the general administration of the branch is as per requirement

KRA9

Team Management

1. Ensure through continuous on the job training, skill enhancement of team

2. Mentor, supervise and coach the team.

3. Provide for on the job as well as classroom training for skill enhancement

4. Ensure periodic job rotation to give a higher exposure to the team members on all aspects.

Apply Now

Refine Your Search

financial advisor jobs in gujarat

Branch Head-DSF-Baroda

SR. EXECUTIVE - MF DISTRIBUTOR RECRUITMENT

Business Head-CMO-Insurance-Surat-40LPA

Customer Success Manager - Surat

Customer Success Manager - Rajkot

Senior Accountant - Whippany Tech - Audit - AMD

C++ Software Engineer, FX, Prices

Customer Success Manager - Ahmedabad

Graduate Apprentice Trainee

Senior Software Engineer - Power Markets

Consultant - US Accounting - OASYS - AMD

Senior Accountant - FS - Audit - AMD

Manager

General Manager - Sales

Manager - Houston - 1065 - Tax - AMD

1985212-Lead Assistant Manager

Field Sales Representative

Company Secretary

Associate Manager - 990 - Tax - AMD

Manager -CFI & 409A - FVS - AMD

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Job Context & Major Challenges

Key Result Areas

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