- Analyse client’s financial status (e.g., income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
- Develop sound financial plan and budgets for clients according to their changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.
- Ability to do gap analysis and designing counter action plan (if needed)
- Periodic review with the client on his report as per set plan
- Portfolio rebalancing
About Finoviser Financial Services LLP
Similar jobs
He/ she should be a post-graduate or graduate with at least 6 years of professional experience in a variety of business environments with hands on experience in Microsoft Dynamics. Candidates must have excellent analytical skills, good knowledge of project life cycles and the ability to work in a team environment. Experience of interaction with client stakeholders will be useful.
Microsoft certification is good to have.
Financial domain understanding is good to have.
The person should have good experience of working in Agile environment.
Technical skills required
- Must be well versed with any versions of Microsoft Dynamics CRM including Dynamics 2011.
- Experience with Dynamics 365, preferably cloud implementation.
- Must have knowledge on CRM modules (Sales, Service & Marketing) of how these modules work. Also aware of new features available in different CRM version.
- Experience in migrating / upgrading CRM system from older version to newer versions will be very useful.
- Must have good knowledge of CRM SDK and tools which are used with CRM for development.
- Experience in integrating CRM system with other ERP systems and/or custom application.
- C# development experience.
- Experience with .Net (C#,WCF/Web API) skills including CRM
- Experience of working with .NET Core is useful.
- Experience of working with MS SQL Server.
- Experience of working with micro services will be useful.
Nice to have
- Any experience with Microsoft Azure Service Bus or similar technology
Soft skills required
- Good communication skills, both verbal and written. S/he should be able to articulate well.
- Comfortable in working directly with the client stakeholders and doing meetings and discussions as needed.
- Experience of working in agile environment. Well versed in different agile ceremonies.
- Focus on self-learning and self-upgrade.
Work hours
- UK shift 8:30am to 5:30pm GMT (Summer 1pm IST to 10pm IST and Winter 2pm IST to 11 pm IST)
- Flexible to work in shifts to maintain overlap with UK working hours.
- Flexible in working outside of core business hours if needed (mostly during releases)
Qualifications
Graduate
Additional information
Experience in years - at least 6 years.
UK shift 8:30am to 5:30pm GMT (Summers 1pm IST to 10pm IST and Winters 2pm IST to 11 pm IST)
We Are Hiring For Tally Customer Support
Job Role: Tele calling & Sales Supporting
Candidates Must Have Good Communication Skills
Candidates Should Be Able To Speak English Fluently
Qualification: B.com Graduates Can Apply
Job Location: Shimoga, Mangalore, Karnataka
Experience: 1 - 2 year experience is required
1. Work with product managers, product marketing and engineers to produce and maintain world-class documentation, including user guides, integration guides, API developer guides, and platform documentation (tooltips, welcome instructions)
2. Buil and maintain client aids that go beyond traditional documentation, such as online videos, demos, guided tours, and other educational techniques
3. Learn complex concepts, and communicate the information in a way that is engaging and understood by users
4. Act as an editor to ensure consistency in training documentation
Why should you join us?
We at Fieldproxy provide more than just a startup experience. Some of the perks you will be getting include:
1. Competitive Salary
2. Company paid Health Insurance
3. Friendly and supportive work culture
4. Other perks such as free snacks and an informal dress code
Support at Exotel is different. The goal is not just to deliver help to our customers, but to deliver happiness. It's not the same questions over and over again, and often involves researching/understanding the business side of how companies use our platform to build their communication applications and help accordingly.
Providing time-sensitive help to meet the customer’s needs during each interaction is of utmost importance.
About us
Exotel is one of Southeast Asia’s largest cloud telephony companies. Our aim is to change the way enterprises look at customer communication. We build the best in class communication products that power the companies of today and tomorrow. Our technology enables customer communication for our clients such as Uber, Ola, Go-Jek, Redbus, Flipkart, Quikr, Practo,Lazada, Redmart, to name a few.
We are a young company with humble beginnings in 2011 that grew from a 3 member team to 150+ employees in 2018. Our technology has connected 85 million people, powered 1.2 billion customer calls, powered 3.2 billion voice API calls, 3.2 billion business SMS powered. Read our 2018 growth story https://2018.exotel.com/">here.
About the Role
Customer Happiness is one of our key differentiators. In this role you will be the customer champion for Exotel, thrive to create great customer experience while responding to customer inquiries, resolving their queries and ensure all the agreed SLA’s are met consistently. In this role, you will be working with internal and external stakeholders with high level of ownership on your deliverables with customer first approach.
What we are looking for?
- You're empathetic to customers and can easily put yourself in their shoes. You listen and understand well. You’re smart and know that not everyone comes with the same skill sets and help people whether they are technically inclined or not. Your job is to make the customer feel empowered and happy after each interaction.
- You love solving problems and have the ability to provide solutions to technical problems that customers face. You never give up when you don't know the answer right away.
- You have dual qualities of time management, patience and ability to speak to customers with confidence and conviction.
- You write well. You know exactly what word or punctuation to use based on the context.
- As we are an API driven company, you either know how applications are built using APIs or have a keen interest to learn.
Why should you join us?
- You want to be an enabler for business success with an appetite for steep learning.
- You enjoy mentoring and coaching teams, take pride in teams success.
- You enjoy solving problems and thrive for excellence
What will you do?
- You’ll be our Product Champ in all areas. Providing solutions to different problems of clients by taking help of different internal tools, coordinating with Tech Support (this is one team with whom you’ll be working the most), Network operations, Customer Success, Product and Finance teams.
- You'll work one-on-one with customers, helping them to get the most out of Exotel. You might wing unplanned Skype calls and live screen-shares apart from answering phone calls and responding to emails.
- Ensure that all the related notes/ call comments are properly documented and suitable information is provided to clients.
- Maintain our https://support.exotel.in/support/home" target="_blank">knowledge base site. Write, edit and help create content whenever necessary.
- We work 24*7, considering we now are expanding geographically. We expect you to be comfortable working in rotational shifts (you’ll be working from home during nights and over weekends, though)
As a Partner Development Solution Architect focused on GSI partners within Aqua Security, you will have the opportunity to deliver on a strategy to build mind share and broad use of Aqua Platform across the partner community. Your broad responsibilities will include: owning the technical engagement with strategic partners, position aqua to be part of partner offerings, and assist with the creation of new technical strategies to help partners build and increase their application security practice business. You will be responsible for providing subject-matter expertise on the security of running cloud native workloads, which are rapidly being adopted in enterprise deployments. You will also drive technical relationships with all stakeholders and support sales opportunities. You will also work closely with the internal sales and partner sales team throughout the sales process to ensure all of the partners’ technical needs are understood and met with the best possible solution.
Responsibilities:
The ideal person will have excellent communications skills and be able to translate technical requirements for a non-technical audience. This person can multi-task, is self-motivated, while still interacting well with a team; is highly organized with high energy level and can-do attitude. Required skills include:
- Experience as a sales engineer or solution architect, working with enterprise software products or services.
- Ability to assess partner and customer requirements, identify business problems, and demonstrate proposed solutions.
- Ability to present at technical meetups.
- Ability to work with partners and conduct technical workshops
- Recent familiarity or hands-on experience with:
- Linux distributions, Windows Server
- Networking configurations, routing, firewalling
- DevOps eco-system: CI/CD tools, datacenter automation, open source tools like Jenkins
- Cloud computing environments (AWS, Azure, and Google Compute)
- Container technologies like Docker, Kubernetes, OpenShift and Mesos
-Knowledge of general security practices & DevSecOps
- Up to 25% travel is expected. The ideal candidate will be located in Hyderabad, India
Requirements:
- 7+ years of hands on implementation or consulting experience
- 3+ years in a customer and or partner facing roles
- Experience working with end users or developer communities
- Experience working effectively across internal and external organizations
- Knowledge of the software development lifecycle
- Strong verbal and written communications
- BS degree or equivalent experience required
Responsibilities
- Actively seek out new sales opportunities through cold calling, networking and social media
- Set up meetings/demos with potential clients and understand their business
- Prepare and deliver appropriate presentations on products and services
- Participate on behalf of the company in exhibitions or conferences
- Negotiate/close deals and follow up in making websites live
- Collaborate with technical team on resolving customer issues
- Gather feedback from customers or prospects and share it with internal teams
- Form alliances and partnerships in the eCommerce ecosystem
Requirements
- Proven experience as a Sales Executive or relevant role for at least 2 years
- Experience in eCommerce/SAAS/Fintech/Tech industries
- Proficiency in English
- Excellent knowledge of MS Office
- Hands-on experience with CRM software is a plus
- Fast learner and passion for sales