Sentences with phrase «across all financial services asset»

Buying behavior of customers is changing not only in Life Insurance but across all Financial Services asset classes in India.

Not exact matches

Equity Institutional services institutional clients of Equity Trust Company, a leading custodian of alternative and tradtional assets, serving some of the nation's largest financial institutions, as well as thousands of financial professionals across the country.
Ms. McColgan has extensive leadership and organizational expertise across a wide variety of financial service delivery models, and has overseen numerous acquisitions, restructurings and reorganizations in the wealth and asset management space.
Atlanta - based Intercontinental Exchange Group (ICE) is a global exchange, clearing, financial data and technology company, operating multiple markets and services across nine different asset classes.
Its Hub technology infrastructure enables financial services companies to monitor revenues, trading activity and risk exposures across asset classes and platforms from a single, consolidated view.
Bogue Asset Management, Independent Fee - Only CFP Financial Advisor in Maine Bogue Asset Management LLC offers fee - only financial planning and investment management services to individuals and families across the State Financial Advisor in Maine Bogue Asset Management LLC offers fee - only financial planning and investment management services to individuals and families across the State financial planning and investment management services to individuals and families across the State of Maine.
It is known for providing trading and investment services across a whole range of financial assets.
We provide general advice on commercial contracts across a range of financial services areas, including private client stockbroking, fund and asset management and payment services.
We advise clients at all stages of growth, from early - stage companies across a wide range of fintech industry segments to major multinational corporates, global financial services firms, venture capital firms, asset managers, private equity houses and insurance companies.
While the former holds a 74 % stake in the company and is known for rendering avant - garde financial services in the country, the latter holds a 26 % stake in the insurance company, and provides asset management, banking, & insurance solutions to individuals & organizations across Europe, America, Africa, and Asia.
Edelweiss Tokio Life Insurance Company is a joint venture between Edelweiss, a leading diversified financial services group which offers a variety of products across asset classes and consumer segments and Tokio Marine Insurance, one of the oldest insurance company in Japan.
Financial Commission's ICC consists of a panel of Financial Services (Finserv) and Financial Technology (Fintech) experts with backgrounds across multiple asset classes including foreign exchange, cryptocurrency markets, and digital Blockchain assets, who volunteer to help drive the certification standards and protocols, as part of the ICO Certification service.
As one of the largest third party mortgage service provider managing over $ 80bn worth of assets across 60 clients, this is an excellent opportunity if you are a people orientated individual, keen to develop your customer service skills and develop your expertise within a financial services organisation.
As one of the largest third party mortgage service provider managing over $ 80bn worth of assets across 60 clients, this is an excellent opportunity if you are a people orientated individual, keen to develop your customer service skills and develop your expertise within a financial services... more
And the availability of employment is across verticals in the financial sector, from Asset Management, Treasury Sales, Transaction Services, Loans and so on.
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
Equity Institutional services institutional clients of Equity Trust Company, a leading custodian of alternative and tradtional assets, serving some of the nation's largest financial institutions, as well as thousands of financial professionals across the country.
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