51 Financial Goals Jobs

You will be responsible for building and maintaining client relationships, tracking and recording metrics throughout the sales process, meeting and exceeding financial goals, and understanding the industry and competitive landscape knowledge. - Build and maintain client relationships - Track and record metrics throughout sales process - Meet and exceed financial goals - Understand and keep up to date with industry and competitive landscape knowledge You should possess a Bachelor's degree with 2-3 years of business experience, strong written and verbal communication skills, strong organizational skills, proficiency in Microsoft Office, and the ability to harness financial data to inform decis...

As a Sales Representative at our company, you will be responsible for building and maintaining client relationships, tracking and recording metrics, meeting financial goals, and staying updated with industry knowledge. - Build and maintain client relationships - Track and record metrics throughout the sales process - Meet and exceed financial goals - Understand and keep up to date with industry and competitive landscape knowledge To qualify for this role, you should have: - Bachelor's degree and 2-3 years of business experience - Strong written and verbal communication skills - Strong organizational skills - Proficiency in Microsoft Office - Ability to harness financial data to inform decisi...

As a Wealth Manager for HNI/UHNI clients at an NBFC client, your role involves managing and growing relationships with high net worth individuals by providing personalized investment solutions. You will be responsible for the following key tasks: - Manage portfolios and cultivate long-term client relationships. - Offer customized investment strategies based on clients" financial goals and risk tolerance. - Conduct regular reviews of portfolio performance and stay updated on market trends. - Acquire new clients and enhance the wallet share of existing ones. - Meet the assigned region's AUM and revenue targets. To qualify for this position, you should meet the following requirements: - Hold an...

As an ideal candidate for this role, you should possess strong sales, interpersonal, and organizational skills. You should feel at ease with multitasking and have the ability to allocate your resources effectively to achieve the quotas assigned to your role. Your responsibilities will include: - Building and maintaining client relationships - Tracking and recording metrics throughout the sales process - Meeting and exceeding financial goals - Understanding and staying updated on industry and competitive landscape knowledge To qualify for this position, you should have: - A Bachelor's degree with 2-3 years of business experience - Strong written and verbal communication skills - Strong organi...

As an ideal candidate for this role, you should possess strong sales, interpersonal, and organizational skills. You should be comfortable with multitasking and proficient in budgeting resources to meet the assigned quotas for your role. Responsibilities: - Build and maintain client relationships - Track and record metrics throughout the sales process - Meet and exceed financial goals - Understand and keep up to date with industry and competitive landscape knowledge Qualifications: - Bachelor's degree with 2-3 years of business experience - Strong written and verbal communication skills - Strong organizational skills - Proficiency in Microsoft Office - Ability to harness financial data to inf...

Role Overview: Our Summer Analyst Program is a nine to ten week summer internship designed for students pursuing a bachelor's or graduate degree. During this program, you will have the opportunity to fully immerse yourself in our day-to-day activities. As a participant, you will: - Attend orientation sessions to learn about our culture, benefits, and responsibilities within the firm. - Receive training tailored to help you succeed in your role. - Work on real responsibilities alongside fellow interns and our team members. Key Responsibilities: - Each applicant can apply to up to 4 separate business/location combinations in any given recruiting year. Additional applications beyond this limit ...

Role Overview: As a Private Banker/Partner at IDFC FIRST Bank's First Private division, you will be responsible for managing a portfolio of high net worth clients in the North & East region. Your primary focus will be on providing personalized banking and wealth management solutions to meet clients" financial goals. Key Responsibilities: - Develop and maintain relationships with high net worth clients in the North & East region - Understand clients" financial goals and offer customized banking and wealth management solutions - Cross-sell various banking products and services such as loans, investments, and insurance - Act as a trusted advisor, providing clients with updates on market trends ...

As a Principal Networking Technology Sales Specialist at NTT DATA, you will play a dynamic and essential role in engaging directly with clients. Your expertise will be leveraged to identify new opportunities and present compelling value propositions. Your primary responsibilities will include: - Pursuing and landing qualified leads - Developing new business channels - Expanding existing accounts - Generating your own pipeline and opportunities within the assigned client base Building and nurturing client relationships will be a key aspect of your role. You will act as the internal owner for assigned accounts and become a trusted advisor to clients. Additionally, you will lead conversations a...

You will be responsible for building and maintaining client relationships, tracking and recording metrics throughout the sales process, meeting and exceeding financial goals, and understanding the industry and competitive landscape knowledge. Key Responsibilities: - Build and maintain client relationships - Track and record metrics throughout sales process - Meet and exceed financial goals - Understand and keep up to date with industry and competitive landscape knowledge Qualifications: - Bachelor's degree with 2-3 years of business experience - Strong written and verbal communication skills - Strong organizational skills - Proficiency in Microsoft Office - Ability to harness financial data ...

Job Description: As the ideal candidate for this role, you should possess strong sales, interpersonal, and organizational skills. You should feel at ease with multitasking and possess the ability to effectively manage your resources in order to achieve the assigned quotas for your role. Key Responsibilities: - Build and maintain client relationships - Track and record metrics throughout the sales process - Meet and exceed financial goals - Understand and stay updated with industry and competitive landscape knowledge Qualifications: - Bachelor's degree and 2-3 years of business experience - Strong written and verbal communication skills - Strong organizational skills - Proficiency in Microsof...

You will be responsible for building and maintaining client relationships, meeting and exceeding financial goals, and understanding industry and competitive landscape knowledge. You should possess a Bachelor's degree with 2-3 years of business experience, strong written and verbal communication skills, strong organizational skills, proficiency in Microsoft Office, and the ability to harness financial data to inform decisions. You will be responsible for building and maintaining client relationships, meeting and exceeding financial goals, and understanding industry and competitive landscape knowledge. You should possess a Bachelor's degree with 2-3 years of business experience, strong written...

As an experienced Operations Manager, your role will involve overseeing the daily operations of the company or organization. Your responsibilities will include managing staff, controlling costs, and maintaining high quality and productivity standards to ensure smooth operations. You will be working across various industries with the goal of increasing efficiency, reducing expenses, and achieving financial and operational goals. Key Responsibilities: - Monitoring production or manufacturing processes - Managing the budget effectively - Overseeing and managing the workforce - Building and managing strategic partnerships - Conducting risk assessment and management Qualifications Required: - Pro...

Role Overview: As a Financial Reporting Manager, you will be responsible for overseeing the preparation of accurate and timely financial statements in compliance with Indian GAAP and IFRS. Your role will also involve ensuring compliance with regulatory requirements, including timely submission of RBI returns and tax filings. Additionally, you will be implementing and maintaining internal controls to safeguard company assets and ensure accurate financial reporting. Key Responsibilities: - Oversee the preparation of accurate and timely financial statements in compliance with Indian GAAP and IFRS. - Ensure compliance with regulatory requirements, including timely submission of RBI returns and t...

Develop and implement procurement strategies to achieve cost savings and improve efficiency. Monitor and control purchasing budgets, ensuring compliance with financial goals. Evaluate and negotiate contracts with suppliers, ensuring favorable terms and conditions. Conduct regular audits of purchasing activities to ensure adherence to company policies. Manage supplier relationships, resolving any issues and fostering long-term partnerships. Analyze market trends and identify opportunities for cost reductions and process improvements.

As an ideal candidate for this role, you should possess strong sales, interpersonal, and organizational skills. You should feel at ease with multitasking and have the ability to budget your resources effectively to meet the assigned quotas. Key Responsibilities: - Build and maintain client relationships - Track and record metrics throughout the sales process - Meet and exceed financial goals - Understand and stay up to date with industry and competitive landscape knowledge Qualifications: - Bachelor's degree with 2-3 years of business experience - Strong written and verbal communication skills - Strong organizational skills - Proficiency in Microsoft Office - Ability to harness financial dat...

Role Overview: As a valuable member of the team, your role will involve leading efforts to acquire new clients in the mid corporate sector. This includes identifying prospects and converting them into valuable business relationships. Additionally, you will be responsible for adding channel partners and direct selling agents to multiply the business scope. Key Responsibilities: - Lead client acquisition efforts in the mid corporate sector - Build and maintain strong relationships with corporate clients in the mid corporate segment and channel partners - Understand clients" financial goals, challenges, and opportunities - Identify new business opportunities and revenue streams within the corpo...

In this role, you will be responsible for the following key tasks: - Build and maintain client relationships - Track and record metrics throughout the sales process - Meet and exceed financial goals - Understand and keep up to date with industry and competitive landscape knowledge To qualify for this position, you should meet the following criteria: - Bachelor's degree with 2-3 years of business experience - Strong written and verbal communication skills - Strong organizational skills - Proficiency in Microsoft Office - Ability to harness financial data to inform decisions Feel free to omit the section on any additional details of the company as it is not included in the provided job descrip...

You will be responsible for building and maintaining client relationships, tracking and recording metrics throughout the sales process, meeting and exceeding financial goals, and understanding the industry and competitive landscape knowledge. You should possess a Bachelor's degree with 2-3 years of business experience, strong written and verbal communication skills, strong organizational skills, proficiency in Microsoft Office, and the ability to harness financial data to inform decisions.,

As a Sales Associate at our company, your role will involve building and maintaining client relationships, tracking and recording metrics throughout the sales process, meeting and exceeding financial goals, and understanding the industry and competitive landscape knowledge. Key Responsibilities: - Build and maintain client relationships - Track and record metrics throughout the sales process - Meet and exceed financial goals - Understand and keep up to date with industry and competitive landscape knowledge Qualifications: - Bachelor's degree with 2-3 years of business experience - Strong written and verbal communication skills - Strong organizational skills - Proficiency in Microsoft Office ...

As a Relationship Manager - Sales (Mutual Funds) in Guwahati, Assam, you will play a crucial role in acquiring new clients, fostering strong relationships, and assisting investors in achieving their financial objectives through appropriate mutual fund solutions. **Key Responsibilities:** - Identify and onboard new clients by actively reaching out to potential prospects. - Cultivate and nurture lasting relationships with current clients, delivering personalized service to cater to their investment requirements and goals. - Perform thorough client needs assessments to grasp their financial objectives, risk tolerance, and investment preferences, and suggest suitable mutual fund products. - Educ...

Job Title: Sr. Relationship Manager - Wealth Management Location: Pune Department: Wealth Management Experience: 5-8 years Role Overview As a Sr. Relationship Manager - Wealth Management , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design investment solutions accordingly. Monitor market ...

Role Overview: As a Sponsorship Specialist at a senior level at Percept Live Pvt Ltd, you will be responsible for developing and managing the organization's sponsorship strategies. Your key responsibilities will include: - Prospecting, building, and providing leadership on all aspects of sponsorship to achieve revenue targets of the Company's IPs. - Securing new sponsorships and managing partner and sponsor relations to achieve financial and marketing goals. - Developing and maintaining partner and sponsor relationships, and overseeing all contractual commitments with sponsors. - Communicating effectively to close partnership agreements. - Traveling frequently to maintain rapport with potent...

You will be part of a team that values growth, diversity, and collaboration. As a Relationship Manager (Mutual Fund Sales) based in Thane, you will play a key role in driving sales and building relationships with clients. **Key Responsibilities:** - Developing and implementing sales strategies to meet targets - Building and maintaining relationships with clients to understand their financial goals and offer suitable mutual fund products - Providing excellent customer service and addressing client inquiries and concerns promptly - Keeping up to date with market trends and competitors to identify new business opportunities - Collaborating with internal teams to ensure smooth client onboarding ...

As an ideal candidate for this role, you should possess strong sales, interpersonal, and organizational skills. You should be comfortable with multitasking and proficient in budgeting your resources to meet the assigned quotas. Key Responsibilities: - Build and maintain client relationships - Track and record metrics throughout the sales process - Meet and exceed financial goals - Understand and stay updated with industry and competitive landscape knowledge Qualifications: - Bachelor's degree with 2-3 years of business experience - Strong written and verbal communication skills - Strong organizational skills - Proficiency in Microsoft Office - Ability to harness financial data to inform deci...

As a candidate for this role, you should possess strong sales, interpersonal, and organizational skills. You should be comfortable with multitasking and proficient in budgeting your resources to meet the assigned quotas for your role. - Build and maintain client relationships - Track and record metrics throughout the sales process - Meet and exceed financial goals - Understand and keep up to date with industry and competitive landscape knowledge Qualifications: - Bachelor's degree with 2-3 years of business experience - Strong written and verbal communication skills - Strong organizational skills - Proficiency in Microsoft Office - Ability to harness financial data to inform decisions,