Canada & Australia Inviting Financial
- Globalorygen
- 4 to 9 Yrs
- Multinational, Abroad
- 3 years ago
- Email to a friend
- Report this job
Job Description
We came across your profile. We are pleased to inform you that our Job experts assessed your profile and your profile suites with the requirement for living and working in Canada & Australia in your domain. It's an excellent opportunity for you to settle in Canada and Australia because your qualification is high in demand in these countries and job prospects are immense.
Reach Us/Watsapp:+91 8452849*** |Email:in*o@gl*********n.in |Website:www.globalorygen.in |Openings:25
Key Contributions:
- Contacted customers upon owners' request, to schedule and follow up with customers for appointments for services offered.
- Used computers for various applications, such as database management or word processing.
- Answered telephones and give information to callers, took messages, or transferred calls to the appropriate individuals.
- Handled transactions involving mutual funds, exchange-traded funds, stocks, bonds, real estate investment trusts, and advanced tax strategies.
- Independently operated a financial planning practice specializing in private-client retirement and estate planning.
- Built exceptional prospecting skills and found new ways to develop my client base outside of traditional cold calling by developing a highly personalized approach, focusing on community networking, face to face meetings, and onsite visits
- Supporting pre-service process by providing coverage verification and authorization for scheduled services.
- Preventing complaints by counseling with supervisors and managers who see a problem developing, offering suggestions to resolve potential complaints and modifying practices that cause repeated complaints.
- Documenting complaints by listening to the patient and patient family complaints, documenting details, and determining what resolution is sought.
- Alerting legal department and administrator by documenting unresolved complaints and potential legal actions
- Advised members on ways to reach financial goals utilizing knowledge of tax-advantaged products, investment strategies, retirement plans, securities, and insurance.
- Assessed members assets, liabilities, cash flow, insurance coverage, tax status, financial objectives and establish investment strategies.
- Developed personalized financial plans for members utilizing the Divisions approved planning software.
- Prepared and presented a variety of financial seminars for organizational personnel and interested member group.
- Sought out, developed and successfully maintained client relationships with ultra-high net worth investors.
- Created and implemented new wealth management initiatives including wealth management process evaluation, objective setting, cost-effective implementation methods, process reviews, specialized reporting tools, and packages.
Mandatory Fields:
- Min Bachelors Degree
- At least 3+ years of experience of work experience
- IELTS Min 6.5 in each band
- Valid Passport
- Willing to start immigration process asap
Note: This is not a direct placement agency, it's through express entry & PNP Program
Benefits
- Live, Work or study anywhere
- Free Education for kids till the age of 18
- Get protection under the law and the Rights and Freedoms.
- Sponsor your relatives, after spending sufficient time as a Permanent Resident
- Receive Healthcare and other social benefits
- Your children born in Australia or Canada will get country citizens by birth
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services
Role Category: Finance / Accounts / Tax
Functional Area: Not Applicable
Role/Responsibilies: Canada & Australia Inviting Financial
Contact Details:
Company: GlobalorygenLocation(s): Multinational, Abroad
Globalorygen
GlobalOrygen Immigration is a group of renowned and trusted immigration Visa Consultants, established to provide expert assistance to our Indian professionals who wish to migrate /settle in countries like Canada, Australia, Germany, Etc. GlobalOrygen Immigration team includes professionals who hav...
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in