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.
JD:
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
Work Time – 9 AM to 6 PM No. of Days working – 5 days
Job Description:
1. Market research and analysis, providing suitable target market selection and market
position, sales strategy recommendations.
2. Developing potential customers, expanding the market, and achieving performance
goals.
3. Regular customer visits maintain stable customer relationships.
4. Responsible for local business development, contact and order processing.
5. Responsible for product quotation and product presentation, and handling accounts
receivable related matters.
Desired work experience:
5+ years of experience in Marketing & Sales.
Qualification:
MBA in marketing or Sales (Preferred).
Salary:
Negotiable.
Knowledge and Skills:
1) Good & Clear communication skill with coordination ability of working as a team.
2) Proven experience in establishing lead gen and marketing channels.
3) Development in line with company goals and customer satisfaction marketing or
brand strategy.
4) Strong analytical skills and knowledge of website analytics tools.
5) Should be open to travelling in India.
Industry: Manufacturing, Plastics, Nylon material
Functional Area: Marketing & Sales
Key skills: Electricals, Electronics, sales & marketing.
Language Known: English & Hindi (Regional Language).
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if Interested, kindly forward your updated CV on hr5@tasolutions.in or can call on 9023404909. We will really appreciate it if you forward this position to your colleagues or Friends.
