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52 Job openings at Btw Financial Services & Imf
About Btw Financial Services & Imf

A financial services firm specializing in investment management and financial consulting services.

Business Development Executive

Pune

0 - 1 years

INR 1.0 - 2.0 Lacs P.A.

Work from Office

Full Time

Key Responsibilities:Conduct market research to identify potential clients and partnership opportunitiesIdentify and pursue new business opportunities through traditional and digital mediumsBuild and maintain strong client relationships through regular follow-upsAttend networking events, trade shows, and industry exposRespond promptly to client inquiries & provide detailed information about services offeredConduct competitor analysis and market research to formulating strategiesAnalyze travel industry trends, customer feedback, and competitor offeringCollaborate with the digital marketing teams on lead generation campaignsAnalyze travel industry trends, customer feedback, and competitor offeringsStay up to date on travel industry trends and competitor activities Freshers to 1 year of experience in client servicing, sales, or visa processing (preferred) Good verbal and written communication skills Strong knowledge of MS Office (Word, Excel, Email) Ability to manage multiple client cases with attention to detail Problem-solving mindset with a focus on customer satisfaction Team player with the ability to work independently when needed Willingness to learn, adapt, and grow within a fast-paced environment

Office Assistant ( Office Boy )

Thane

0 - 1 years

INR 1.0 - 2.0 Lacs P.A.

Work from Office

Full Time

Key Responsibilities: 1. Maintaining a Clean and Organized Workspace Ensure the office space is neat, organized, and conducive to productivity, including common areas and individual workstations. 2. Pick and Drop of Documents from Client/Vendor Handle the collection and delivery of important documents to clients or vendors in a timely and efficient manner. 3. Submission of Application to Authorities Prepare and submit applications to relevant authorities, ensuring compliance with required procedures and deadlines. 4. Office Support Assist with general office tasks, such as setting up meetings, organizing events, and handling day-to-day office operations. 5. Organizing and Maintaining Files and Records Keep files and records organized, both physical and digital, for easy retrieval while ensuring confidentiality and data security. 6. Ordering and Managing Office Supplies Monitor office supply inventory, place orders, and ensure necessary supplies are always available for office use. 7. Maintaining Office Equipment Ensure that office equipment, such as printers and computers, are well-maintained and functional, arranging for repairs when necessary. 8. Providing General Support to Staff Offer administrative assistance to staff, such as answering phones, scheduling meetings, and handling miscellaneous tasks. 9. Making Tea / Coffee ( For Thane Location )

Insurance Lead Generation Coordinator

Mumbai

0 - 1 years

INR 1.5 - 2.5 Lacs P.A.

Work from Office

Full Time

Job Overview: The Insurance Lead Generation Coordinator is responsible for developing and executing strategies to generate high-quality leads for the insurance sales team. This role involves identifying potential clients, nurturing relationships, and ensuring a steady flow of qualified leads to meet sales targets and drive business growth in the insurance sector. Responsibilities: 1. Develop and implement lead generation strategies to identify and attract potential insurance clients. 2. Utilize various channels, including digital marketing, social media, referrals, and industry events, to generate leads. 3. Maintain and update lead information in the CRM system to ensure accurate tracking and follow-up. 4. Build and maintain relationships with potential clients through consistent communication and follow-up. 5. Address client inquiries, provide information about insurance products, and schedule consultations with sales representatives. 6. Work closely with the sales and marketing teams to align lead generation efforts with overall business objectives. 7. Track and report on lead generation metrics, including lead quality, conversion rates, and campaign effectiveness. 8. Stay updated on industry trends and best practices to continuously improve lead generation efforts. Candidate Profile 1. Strong understanding of lead generation techniques and tools. 2. Communication skills,both verbal and written. 3. Ability to work independently and as part of a team in a fast-paced environment. 4. Goal-oriented with a strong focus on achieving and exceeding targets.

Business Development Executive

Thane, Pune

0 - 1 years

INR 1.0 - 3.0 Lacs P.A.

Work from Office

Full Time

Key Responsibilities: Conduct market research to identify potential clients and partnership opportunities Identify and pursue new business opportunities through traditional and digital mediums Build and maintain strong client relationships through regular follow-ups Attend networking events, trade shows, and industry expos Respond promptly to client inquiries & provide detailed information about services offered Conduct competitor analysis and market research to formulating strategies Analyze travel industry trends, customer feedback, and competitor offering Collaborate with the digital marketing teams on lead generation campaigns Analyze travel industry trends, customer feedback, and competitor offerings Stay up to date on travel industry trends and competitor activities Freshers to 1 year of experience in client servicing, sales, or visa processing (preferred) Good verbal and written communication skills Strong knowledge of MS Office (Word, Excel, Email) Ability to manage multiple client cases with attention to detail Problem-solving mindset with a focus on customer satisfaction Team player with the ability to work independently when needed Willingness to learn, adapt, and grow within a fast-paced environment

Air Ticketing / Travel Packages Executive

Thane, Pune

0 - 1 years

INR 1.75 - 3.0 Lacs P.A.

Work from Office

Full Time

Key Responsibilities(Air Ticketing): Understand the client requirement, coordinate with them and issue the best airfares Search and compare airfares using GDS systems Book, block, and issue domestic and international air tickets Reconfirm bookings, handle cancellations, reissues, refunds, and itinerary changes Coordinate with airlines for fare rules, flight schedules, and special service requests (SSRs) Assist clients via calls and emails, providing fare options, ticketing support, and travel advice Ensure accuracy in passenger details and ticketing documentation Maintain updated records of all bookings and transactions Work closely with the sales and customer service teams to ensure seamless travel planning Key Responsibilities(Travel Packages): Attend to client inquiries via phone and in-person meetings, providing prompt and professional assistance Understand client preferences and travel requirements to curate personalized travel packages Design and prepare customized itineraries, including accommodation, sightseeing, and activities Coordinate with hotels, local vendors, and service providers for seamless booking and execution Research, check availability, and book domestic and international air tickets as needed Handle email communication efficiently for client interactions and vendor coordination Conduct timely follow-ups with clients to confirm details, address queries, and ensure satisfaction. Good knowledge of airline rules, ticketing policies, and global travel norms. Strong communication and client handling skills. Ability to multitask, prioritize work, and meet deadlines in a fast-paced environment. Detail-oriented with strong problem-solving and decision-making skills. A team player who can also take ownership and work independently when needed. Bachelor's degree in Travel & Tourism, Hospitality, Business, or a related field.

Sales & Marketing Internship

Mumbai

0 - 1 years

INR 0.6 - 1.0 Lacs P.A.

Work from Office

Full Time

Key Responsibilities:1. Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential. 2. Attend regular training sessions to enhance product knowledge and improve sales techniques. 3. Conduct regular visits to potential and existing clients to present our insurance and mutual fund products and address their needs. 4. Actively engage with clients, explain product benefits, and persuade them to make informed decisions about their financial options. 5. Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential. 6. Develop strategies to attract new clients through networking, referrals, and community events. 7. Build and maintain strong relationships with clients, ensuring ongoing satisfaction and loyalty. 8. Stay updated on industry trends, competitor offerings, and customer preferences to refine marketing strategies. 9. Work closely with sales and marketing teams to align strategies and ensure a unified approach to client acquisition. Candidate Profile : 1. Strong understanding of lead generation techniques and tools. 2. Communication skills, both verbal and written. 3. Ability to work independently and as part of a team in a fast-paced environment. 4. Goal-oriented with a strong focus on achieving and exceeding targets. 5. Any Graduate or a related field is preferred.

Admin Executive

Pune

0 - 1 years

INR 1.75 - 2.5 Lacs P.A.

Work from Office

Full Time

Key Responsibilities: Pick up parcels / documents from specified client locations Ensure timely and safe delivery of documents to clients / business locations. Submit visa applications to the relevant embassy or visa processing center as per the guidelines of the seniors Ensure timely and proper submission as per standard procedures. Plan the schedules beforehand to avoid last minute hassle Communicate politely and professionally with clients / submission counters Ensure accurate labeling, packaging of the documents for the courier Handling courier documents with care and ensuring safe, undamaged delivery. Submission of the courier documents on a timely basis Support inventory management by updating stock levels of stationary materials, required materials Handle basic queries or direct them to appropriate support staff. Maintain accurate records of deliveries and collections. Submit daily reports to the senior authorities Provide administrative support to senior administrative staff Ensure the vehicle is well-maintained, clean, fueled and report any issues or damages immediately. Adhere to traffic rules and company safety guidelines. Ensure the office premises are clean, organized, and properly maintained. Assisting the office teammates for scanning, printing or any other day to day work Any other work assigned by the organization on a timely basis Good verbal and written communication skills Ability to manage multiple client cases with attention to detail Problem-solving mindset with a focus on customer satisfaction Team player with the ability to work independently when needed Willingness to learn, adapt, and grow within a fast-paced environment

Marketing Internship

Thane

0 - 1 years

INR 1.0 - 2.0 Lacs P.A.

Work from Office

Full Time

Key Responsibilities: Execute marketing campaigns to drive brand awareness and business growth. Cold call and meet corporate clients to generate leads and build relationships. Conduct market research to identify opportunities and trends. Create engaging content for social media and promotional materials. Attend events and seminars for networking and promotion. Collaborate cross-functionally with sales, product, and design teams. Monitor marketing performance and provide insights for optimization. Contribute creative ideas to enhance marketing strategies. Skills: 1. Communication Skills (Calls & Emails) 2. Lead Generation (Networking & Referrals) 3. Willingness to Learn (Sales & Product Knowledge) 4. Market Research (Trends & Industry Insights)

Back Office executive (Visa Executive)

Thane

0 - 1 years

INR 1.75 - 2.0 Lacs P.A.

Work from Office

Full Time

1. Visa consulting 2. Visa application processing 3. Embassy liaison 4. Visa regulations knowledge 5. Documentation management 6. Customer support. Visa Consulting Support: Assist senior consultants in providing preliminary information to clients regarding visa requirements, processes, and timelines for various countries. Prepare and organize informational materials related to different visa categories. Support in scheduling client consultations and follow-up communication. Visa Application Processing: Accurately and efficiently process visa applications according to the specific requirements of different embassies and consulates. Review client-provided documents for completeness and accuracy, identifying any discrepancies or missing information. Prepare and compile application forms and supporting documents in the required format. Submit visa applications online or through other designated channels. Track the progress of submitted applications and proactively follow up on their status. Embassy Liaison: Serve as a point of contact for embassies and consulates for routine inquiries and updates on application status. Assist in scheduling appointments for visa interviews or document submissions. Prepare necessary correspondence and documentation for embassy communication. Stay updated on any changes in embassy procedures and requirements. Strong communication skills (both written and verbal) Client coordination,Client relationship, documentation management data organization, Good understanding of visa regulations, Attention to detail and organizational skills to manage multiple applications efficiently

Business Development Internship

Thane, Pune

0 - 1 years

INR 1.0 - 2.0 Lacs P.A.

Work from Office

Full Time

Key Responsibilities: 1. Conduct market research to identify potential clients and partnership opportunities 2. Identify and pursue new business opportunities through traditional and digital mediums 3. Assist in preparing business proposals and pitch presentations 4. Collaborate for marketing campaigns and implementation 5. Contribute ideas to business strategy discussions 6. Stay up to date on travel industry trends and competitor activitie

BTW Financial Services & IMF - Marketing Role - Insurance Vertical

Mumbai

0 - 1 years

INR 7.0 - 10.0 Lacs P.A.

Work from Office

Full Time

About The Role : We are seeking a proactive Marketing Specialist to drive client engagement and sales in the insurance and mutual funds sectors. This role requires strong communication skills, fieldwork, and a commitment to building lasting client relationships.Key Responsibilities:- Conduct face-to-face meetings with potential clients to understand their needs and present the company's products/services.- Initiate contact with potential leads through outbound calls, emails, and social media interactions.- Generate new business leads for insurance and mutual funds..- Collaborating with team members to achieve organizational goals.- Visit to corporate events for branding and promotion.- Develop and implement lead generation strategies to identify and attract potential Insurance & Mutual funds clients.- Utilize various channels, including digital marketing, social media, referrals, and industry events, to generate leads.- Address client inquiries, provide information about insurance products, and schedule consultations with sales representatives.- Stay updated on industry trends and best practices to continuously improve leadgeneration efforts. Key Skills & Requirements: - Strong communication and interpersonal skills.- Ability to work independently and as part of a team.- Goal-oriented with a focus on achieving sales target

Visa Intern

Thane, Pune

0 - 1 years

INR 0.6 - 1.0 Lacs P.A.

Work from Office

Full Time

Key Responsibilities: Client consultation and coordination on calls and emails Understanding the requirements of the clients and guiding them Sending quotations of Visa requirements and taking follow ups Verification of the documents required for the Visa and resolving the queries of the clients if any Processing the visa applications Coordination with the embassy/consulates Documentation Follow-ups Desired Profile Good verbal and written communication skills Ability to manage multiple client cases with attention to detail Problem-solving mindset with a focus on customer satisfaction Team player with the ability to work independently when needed Willingness to learn, adapt, and grow within a fast-paced environment Communication - verbal & written

BTW Financial Services & IMF - Insurance Consultant

Mumbai

0 - 1 years

INR 5.0 - 8.0 Lacs P.A.

Work from Office

Full Time

- Client consultation and coordination on calls and emails.- To identify potential clients through various channels such as networking, referrals and cold calling.- To develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.- To negotiate with the clients and close the deals to achieve the set goals.- Stay updated on industry trends, market conditions and market competition.- Manage leads, track sales activities, and generate reports for management review.- Participate in regular sales meetings, training sessions, and performance reviews to continuously improve sales techniques and product knowledge. This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Air Ticketing/Travel Packages Internship

Thane, Pune

0 - 1 years

INR 1.0 - 2.0 Lacs P.A.

Work from Office

Full Time

Key Responsibilities(Air Ticketing): 1. Understand the client requirement, coordinate with them and issue the best airfares 2. Search and compare airfares using GDS systems 3. Book, block, and issue domestic and international air tickets 4. Reconfirm bookings, handle cancellations, reissues, refunds, and itinerary changes 5. Coordinate with airlines for fare rules, flight schedules, and special service requests (SSRs) 6. Assist clients via calls and emails, providing fare options, ticketing support, and travel advice 7. Ensure accuracy in passenger details and ticketing documentation 8. Maintain updated records of all bookings and transactions 9. Work closely with the sales and customer service teams to ensure seamless travel planning Key Responsibilities (Travel Packages): 1. Assist in responding to client inquiries via phone, email, and in-person meetings, ensuring friendly and professional communication. 2. Learn to understand client preferences and travel needs in order to help design personalized travel packages. 3. Support in creating customized itineraries, including accommodations, sightseeing, transportation, and activities. 4. Help coordinate with hotels, local vendors, and service providers for bookings and itinerary execution. 5. Assist with researching availability and booking domestic and international flight tickets. 6. Manage and organize email communication for client and vendor coordination. 7. Conduct follow-ups with clients to confirm travel details, gather feedback, and ensure overall satisfaction. Good knowledge of airline rules, ticketing policies, and global travel norms. Strong communication and client handling skills. Ability to multitask, prioritize work, and meet deadlines in a fast-paced environment. Detail-oriented with strong problem-solving and decision-making skills. A team player who can also take ownership and work independently when needed. Bachelor's degree in Travel & Tourism, Hospitality, Business, or a related field.

Marketing Role - Insurance Vertical

Mumbai

0 - 1 years

INR 7.0 - 10.0 Lacs P.A.

Work from Office

Full Time

Job Description: We are seeking a proactive Marketing Specialist to drive client engagement and sales in the insurance and mutual funds sectors. This role requires strong communication skills, fieldwork, and a commitment to building lasting client relationships. Key Responsibilities: - Conduct face-to-face meetings with potential clients to understand their needs and present the company's products/services. - Initiate contact with potential leads through outbound calls, emails, and social media interactions. - Generate new business leads for insurance and mutual funds.. - Collaborating with team members to achieve organizational goals. - Visit to corporate events for branding and promotion. - Develop and implement lead generation strategies to identify and attract potential Insurance & Mutual funds clients. - Utilize various channels, including digital marketing, social media, referrals, and industry events, to generate leads. - Address client inquiries, provide information about insurance products, and schedule consultations with sales representatives. - Stay updated on industry trends and best practices to continuously improve lead generation efforts. Key Skills & Requirements: - Strong communication and interpersonal skills. - Ability to work independently and as part of a team. - Goal-oriented with a focus on achieving sales target

Graphic Designer

Pune

1 - 4 years

INR 1.75 - 2.25 Lacs P.A.

Work from Office

Full Time

Create high-quality visuals for digital and print media including social media creatives, brochures, posters, and presentations. Ensure all projects are completed on time, within scope, and with attention to detail. Work with a wide range of media and design software to produce creative concepts. Maintain brand consistency across all designs and visual communications. Develop and execute creative direction in alignment with brand guidelines. Manage multiple design projects while meeting deadlines and maintaining quality standards. Collaborate with clients, internal teams, and stakeholders to understand requirements and translate them into effective visual designs. Create elements such as logos, illustrations, infographics, and layout designs. Proficiency in graphic design software including: 1. Adobe Photoshop 2. Adobe Illustrator 3. CorelDRAW 4. Adobe InDesign 5. (Knowledge of QuarkXPress and other tools is a plus) Basic understanding of HTML/CSS is an advantage Strong knowledge of design fundamentals: layout, typography, color theory, and composition. Ability to produce original creative concepts and adapt designs base

Video Editor

Pune

1 - 4 years

INR 1.75 - 2.25 Lacs P.A.

Work from Office

Full Time

Edit raw footage into polished, high-quality videos for various platforms (social media, websites, advertisements, etc.). Collaborate with the creative team to understand project requirements and vision. Add graphics, animations, sound effects, and music to enhance video content. Ensure the final product is engaging, on-brand, and meets project deadlines. Stay updated with the latest video editing software, techniques, and industry trends. 6 months to 1 year of experience in video editing. Proficiency in video editing software (Adobe Premiere Pro, motion graphics, Final Cut Pro, etc.). Strong understanding of video formats. Ability to work under tight deadlines and manage multiple projects simultaneously. Excellent communication and teamwork skills.

Lead Generation Coordinator

Mumbai

0 - 1 years

INR 1.5 - 2.5 Lacs P.A.

Work from Office

Full Time

Responsibilities: 1. Develop and implement lead generation strategies to identify and attract potential insurance & mutual funds clients. 2. Utilize various channels, including digital marketing, social media, referrals, and industry events, to generate leads. 3. Maintain and update lead information in the CRM system to ensure accurate tracking and follow-up. 4. Build and maintain relationships with potential clients through consistent communication and follow-up. 5. Address client inquiries, provide information about insurance products, and schedule consultations with sales representatives. 6. Work closely with the sales and marketing teams to align lead generation efforts with overall business objectives. 7. Track and report on lead generation metrics, including lead quality, conversion rates, and campaign effectiveness. 8. Stay updated on industry trends and best practices to continuously improve lead generation efforts.

Business Development Executive

Mumbai

0 - 1 years

INR 1.5 - 2.5 Lacs P.A.

Work from Office

Full Time

Key Responsibilities: 1. Identify cross-selling opportunities to enhance financial security and maximize sales. 2. Attend regular training sessions to improve product knowledge and sales techniques. 3. Conduct client visits to present insurance and mutual fund products, addressing needs. 4. Actively engage with clients to explain product benefits and guide informed decisions. 5. Develop strategies for client acquisition through networking, referrals, and community events. 6. Build and maintain strong client relationships to ensure satisfaction and loyalty. 7. Stay updated on industry trends, competitor offerings, and customer preferences. 8. Collaborate with sales and marketing teams to align client acquisition strategies. 1. Strong understanding of lead generation techniques and tools. 2. Communication skills, both verbal and written. 3. Ability to work independently and as part of a team in a fast-paced environment. 4. Goal-oriented with a strong focus on achieving and exceeding targets. 5. Any Graduate or a related field is preferred.

Content Writer

Pune

1 - 4 years

INR 2.0 - 3.0 Lacs P.A.

Work from Office

Full Time

Write compelling blogs, video scripts, and social media content that aligns with brand voice and engages the target audience. Work closely with the digital marketing and social media teams to ensure content is optimized for various platforms and audiences. Leverage AI tools to enhance content creation, streamline processes, and maintain high-quality output. Apply basic SEO principles to content to improve visibility and search engine rankings. Stay updated with current content trends and incorporate relevant topics and keywords into content strategies. Ensure all content maintains consistency in style, tone, and messaging across all channels.

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Btw Financial Services & Imf

Btw Financial Services & Imf logo

Btw Financial Services & Imf

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Finance

New York

50 Employees

52 Jobs

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