Browsing articles from "June, 2023"

Looking for Branch Manager for an Education Industry for the Hyderabad  Location.

Jun 12, 2023   //   by T and A Solutions   //   Blog, Hot Job, Job Consultants in Chandigarh, Job Opening, neshere, news, Uncategorized  //  Comments Off on Looking for Branch Manager for an Education Industry for the Hyderabad  Location.

Skills Required:

Manager Non USA
 Coordinating with all the branches staff of Non-USA vertical.
 Training on regular intervals.
 Sales & acquisition 
 Leads Generation 
 Client Handling (typical cases handling with all the branches if required) 
 Issues and exclamation 
 Sales responsibilities 
 Target achievement 
 Regular monitoring
 Daily Report from Team members and consolidated report to CEO.
 Interacting with marketing team planning and development of leads and walk-ins 
 Interacting with marketing team for in house and outdoor campaign presentations
 Regular auditing and quality check (Walkins form, reports and call checking)
 Attending seminars of Universities (Collaboration with delegates )
 Updating the all related countries counseling manual (ready records)
 Interacting with new Employee in department and giving training.

Interested candidates kindly forward your updated CV on hr5@tasolutions.in given mail ID with your current and expected CTC or call on  9056679449   . If not interested we will really appreciate if u forward this position.

Looking for Branch Manager for an Education Industry for the Hyderabad Location.

Jun 12, 2023   //   by T and A Solutions   //   Blog, Hot Job, Job Consultants in Chandigarh, Job Opening, neshere, news, Uncategorized  //  Comments Off on Looking for Branch Manager for an Education Industry for the Hyderabad Location.

Skills Required:

Manager Non USA
 Coordinating with all the branches staff of Non-USA vertical.
 Training on regular intervals.
 Sales & acquisition 
 Leads Generation 
 Client Handling (typical cases handling with all the branches if required) 
 Issues and exclamation 
 Sales responsibilities 
 Target achievement 
 Regular monitoring
 Daily Report from Team members and consolidated report to CEO.
 Interacting with marketing team planning and development of leads and walk-ins 
 Interacting with marketing team for in house and outdoor campaign presentations
 Regular auditing and quality check (Walkins form, reports and call checking)
 Attending seminars of Universities (Collaboration with delegates )
 Updating the all related countries counseling manual (ready records)
 Interacting with new Employee in department and giving training.

Interested candidates kindly forward your updated CV on hr5@tasolutions.in given mail ID with your current and expected CTC or call on  9056679449   . If not interested we will really appreciate if u forward this position.

Hiring for Financial Planner profile for an IT company for Mohali location

Jun 12, 2023   //   by T and A Solutions   //   Blog, Hot Job, Job Consultants in Chandigarh, Job Opening, neshere, news, Uncategorized  //  Comments Off on Hiring for Financial Planner profile for an IT company for Mohali location

JD:

About the job

We are seeking an experienced financial planner to create, refine, and maintain financial plans

for our clients in the United States. The ideal candidate will have previous experience in the

financial planning field and an ability to work both independently and in a team environment.

Mandatory

• Certified Financial Planning designation (CFP) required.

• Current knowledge of US taxes, insurance, and retirement plans.

Responsibilities:

• Complete financial analysis and Prepare financial plans for our financial advisors clients

using current financial planning software platforms to include Envestnet/MoneyGuide,

Right Capital, Advicent/Naviplan, Emoney, etc.

• Interview clients when necessary to determine current goals, financial objectives,

income, expenses, insurance coverage, tax status, risk tolerance, and other information

required to create a financial plan.

• Interact with clients and financial advisors over the phone, email, and video conference

when needed.

• Contact clients periodically to update financial plans.

• Keep meticulous record of all activities in CRM (Salesforce).

• Respond to the Chief Compliance Officer and other compliance personnel as

required/requested for completion of various compliance tasks.

• Perform other duties as required.

Skills

• Resourcefulness and high level of self-motivation.

• Possess a true desire to help others achieve their financial goals.

• Possess strong time management and organizational skills.

• Dedicated team player with strong follow up, communication, and presentation skills.

• Strong Microsoft Office skills required.

Education, Training, and Experience

• At least five years experience preparing financial plans.

• Bachelor’s degree required with concentration in accounting, finance, economics, or related field preferred.

If interested can forward your updated resumes on hr5@tasolutions.in and can directly contact us on 9779649490 also can provide our reference to your friends and colleagues

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