Financial Advisors to provide holistic financial planning and advice to clients, in line with their goals investment portfolios. Develop personalized financial plans based on clients' goals, risk tolerance, and timelines retirement planning, tax optimization, and estate planning. Regularly monitor clients' financial plans and investment financial regulations, tax laws, and investment products to ensure compliance and provide accurate advice Management. Post Graduate Diploma in Financial Planning (CFP) or MBA will serve as recommendation. Regulatory
Develop and maintain cost standards for various products & services Perform cost variance analysis Provide detailed cost analysis to support strategic planning and decision making Maintain accurate records
strategic planning of the organization. This role will encompass meticulous financial planning, accurate financial records. Tax and VAT Submissions Financial Planning, Analysis, and Reporting Prepare monthly management Provide operational and financial support to all production team members, fostering peer communication. Bachelor's
insurance products and services to the right clients. Aggressive selling of short-term products specialising maintaining good working relationships with clients, product providers, colleagues etc. • On-site meeting with company strategy Aggressive selling of short-term products specialising in personal lines • Quotations for maintaining good working relationships with clients, product providers, colleagues etc. • On-site meeting with
insurance products and services to the right clients. Aggressive selling of short-term products specialising maintaining good working relationships with clients, product providers, colleagues etc. • On-site meeting with company strategy Aggressive selling of short-term products specialising in personal lines • Quotations for maintaining good working relationships with clients, product providers, colleagues etc. • On-site meeting with
of short-term commercial and personal insurance products and services to the right clients Responsibilities: Responsibilities: Aggressive selling of short-term products specialising in commercial and personal lines Quotations maintaining good working relationships with clients, product providers, colleagues etc. On-site meeting with
of short-term commercial and personal insurance products and services to the right clients Responsibilities: Responsibilities: Aggressive selling of short-term products specialising in commercial and personal lines Quotations maintaining good working relationships with clients, product providers, colleagues etc. On-site meeting with
the sustainability of the Scheme. To facilitate product education, share industry knowledge and resolve the sustainability of the Scheme. To facilitate product education, share industry knowledge and resolve escalations and resolution within TAT Provide product education and training on Scheme rules Represent
the sustainability of the Scheme. To facilitate product education, share industry knowledge and resolve the sustainability of the Scheme. To facilitate product education, share industry knowledge and resolve escalations and resolution within TAT Provide product education and training on Scheme rules Represent
the sustainability of the Scheme. To facilitate product education, share industry knowledge and resolve the sustainability of the Scheme. To facilitate product education, share industry knowledge and resolve escalations and resolution within TAT Provide product education and training on Scheme rules Represent