Account Executive (m/f), Kozhikode in Kozhikode, Kerala

Your tasks:
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals
- Recruit and maintain client bases
- Implement financial planning recommendations or refer clients to someone who can assist them withplan implementation
- Manage client portfolios, keeping client plans up-to-date
- Contact clients periodically to determine any changes in their financial status
Your skills:
- Establishing long-range objectives and specifying the strategies and actions to achieve them
- Developing constructive and cooperative working relationships with others, and maintaining them over time
- Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts
- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
- Observing, receiving, and otherwise obtaining information from all relevant sources
- Actively looking for ways to help people
Location
Kozhikode
jobid82282
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