19 Financial Goals Jobs

The ideal candidate for this role will possess strong sales, interpersonal, and organizational skills. You should be comfortable with multitasking and be able to effectively budget your 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 stay up to date with industry and competitive landscape knowledge Qualifications: - Bachelor's degree - 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,

The ideal candidate for this role will possess strong sales, interpersonal, and organizational skills. You should be comfortable with multitasking and demonstrate the ability to budget your resources effectively to meet assigned quotas. Responsibilities include building and maintaining client relationships, tracking and recording metrics throughout the sales process, meeting and exceeding financial goals, as well as understanding and staying up to date with industry and competitive landscape knowledge. To qualify for this position, you should have a Bachelor's degree and 2-3 years of business experience. Strong written and verbal communication skills, organizational skills, and proficiency in Microsoft Office are essential. Additionally, the ability to harness financial data to inform decisions is a key requirement for this role.,

The ideal candidate for this role will have strong sales, interpersonal, and organizational skills. You should feel at ease with multitasking and must be capable of effectively managing your resources to achieve the specified quotas for your position. Your responsibilities will include building and nurturing client relationships, monitoring and documenting metrics during the sales process, surpassing financial objectives, and staying abreast of industry trends and competitive landscape. To qualify for this position, you should hold a Bachelor's degree and possess 2-3 years of business experience. Additionally, you must have excellent written and verbal communication abilities, strong organizational skills, proficiency in Microsoft Office, and the capacity to utilize financial data for decision-making purposes.,

The ideal candidate for this role will possess strong sales, interpersonal, and organizational skills. You should feel comfortable with multitasking and have the ability to effectively budget your resources to meet the assigned quotas for the role. Your responsibilities will include building and maintaining client relationships, tracking and recording metrics throughout the sales process, meeting and exceeding financial goals, as well as understanding and staying up to date with industry and competitive landscape knowledge. To qualify for this position, you should have a Bachelor's degree with 2-3 years of business experience. Additionally, you must have strong written and verbal communication skills, excellent organizational abilities, proficiency in Microsoft Office, and the ability to utilize financial data to make informed decisions.,

The ideal candidate will possess strong interpersonal and organizational skills. You should be comfortable with multitasking and be able to budget your resources in order to meet the assigned quotas for your role. Responsibilities: Build and maintain client relationships Meet and exceed financial goals Understand and keep up to date with industry and competitive landscape knowledge Qualifications: Bachelor's degree 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,

The ideal candidate for this role will possess strong sales, interpersonal, and organizational skills. You should be comfortable with multitasking and proficient in budgeting resources to meet assigned quotas. Responsibilities include building and maintaining client relationships, tracking and recording metrics throughout the sales process, meeting and exceeding financial goals, and staying informed about industry and competitive landscape knowledge. Qualifications for this position include a Bachelor's degree, 2-3 years of business experience, strong written and verbal communication skills, proficiency in Microsoft Office, and the ability to utilize financial data for decision-making purposes.,

The ideal candidate for this role will possess strong sales, interpersonal, and organizational skills. You should feel comfortable with multitasking and be able to efficiently budget your resources to meet the assigned quotas for your role. Your responsibilities will include building and maintaining client relationships, tracking and recording metrics throughout the sales process, meeting and exceeding financial goals, and understanding and keeping up to date with industry and competitive landscape knowledge. To qualify for this position, you should have a Bachelor's degree and 2-3 years of business experience. Additionally, you should have strong written and verbal communication skills, strong organizational skills, proficiency in Microsoft Office, and the ability to harness financial data to inform decisions.,

The ideal candidate for this role will possess strong accounting, interpersonal, and organizational skills. You should be comfortable with multitasking and proficient in budgeting resources to meet assigned quotas effectively. Responsibilities include building and maintaining client/team relationships, tracking and recording metrics in day-to-day accounting processes, meeting and exceeding financial goals and statutory compliances, as well as finalization & tax compliance. Qualifications for this position require a Bachelor's degree/Inter CA with 2-5 years of experience, strong written and verbal communication skills, excellent organizational skills, proficiency in Microsoft Office/Tally Prime, and the ability to utilize financial data to make informed decisions.,

You are an experienced Operations Manager responsible for overseeing the daily operations of a company or organization. Your role involves managing staff, controlling costs, and ensuring high quality and productivity standards are maintained to facilitate smooth operations. Operating in various industries, your primary objective is to enhance efficiency, reduce expenses, and attain financial and operational objectives. Your responsibilities include monitoring production or manufacturing processes, managing budgets, overseeing the workforce, cultivating strategic partnerships, and conducting risk assessment and management. Your duties may vary depending on the size and nature of the business, but they typically involve supervising processes and systems, addressing operational issues, and collaborating with other departments and stakeholders. You will report to Ms. Shaina, the HR Manager, for any queries or assistance. This is a full-time, permanent position with benefits such as cell phone reimbursement, commuter assistance, flexible schedule, and internet reimbursement. The work location is in-person. If you are a dedicated and experienced Operations Manager looking to drive operational excellence and achieve organizational goals, we invite you to apply for this role. Contact Person: Ms. Shaina (HR Manager) Contact No.: (+91) 98722-43031 Job Types: Full-time, Permanent Benefits: - Cell phone reimbursement - Commuter assistance - Flexible schedule - Internet reimbursement Work Location: In person,

The ideal candidate for this role will possess strong sales, interpersonal, and organizational skills. You should feel comfortable with multitasking and be able to effectively budget your resources to meet the assigned quotas for your role. Your responsibilities will include building and maintaining client relationships, tracking and recording metrics throughout the sales process, meeting and exceeding financial goals, and staying up to date with industry and competitive landscape knowledge. To qualify for this position, you should have a Bachelor's degree and 2-3 years of business experience. Additionally, you must have strong written and verbal communication skills, excellent organizational skills, proficiency in Microsoft Office, and the ability to utilize financial data to inform decisions.,

Experience: You should possess a minimum of 7-9 years of IT Vendor Management (Field Service Workforce) domain experience to be considered for the Lead (MVP) position at Iron Service Global. Job Description: As a Lead (MVP) at Iron Service Global, you will be responsible for leading a team through all phases of client acquisition (New Program Transition) of Field Services Operations process within strict timelines. Your duties will include understanding client requirements through SOW/NPT templates, identifying gaps between client requirements and ISG delivery capabilities in the USCA region, workforce capacity planning, predictive profit delivery, and implementing innovative data-driven project planning and execution strategies. You must have prior experience leading a remote and on-site team, driving performance management through KPIs, fostering a fair and competitive environment, ensuring adherence to program processes and compliance, and developing strong partnerships with vendors. Your role will also involve workforce management/procurement, differentiation between field resource categories, and providing cross-functional support. Job Responsibilities: - Build workforce supply chain solutions as per customer SOW. - Identify cost-saving opportunities continuously and measure team performance through predefined KPIs. - Handle escalations from internal stakeholders within stipulated SLA. - Prepare detailed Cost Analysis of program activities, Vendor Quotes, and perform Cost comparison. - Support Sales team in pre-bid activities as required. - Create scalable templates in Excel for program deliverables. - Ensure daily profit achievement through worker cost negotiations. - Plan team capacity effectively. - Build high-performing teams and maintain accountability for Vendor Management Team success. - Propose process improvements to enhance Service Delivery. - Manage conflicts, drive teams to remediate problems, and ensure efficient task completion. - Lead and manage Vendor Management team to review incidents, problems, and operational issues. - Assist in resource planning, onboarding, and training. - Create a high-performance culture within the department. - Define and measure new KPIs for performance management initiatives. - Ensure financial goals are met, comply with company policies, and provide performance analyses. - Review and report Vendor performance metrics and ensure Service Levels are met. - Manage requisition activity, oversee VMS technology, and ensure quality profiles are sourced. - Prepare reports for management review to optimize costs and enhance efficiency. - Provide SOP training and updates to supplier and internal team on VMS technology use. - Participate in RFI/RFP process for deals. - Implement setup for Primary and Secondary Vendors. - Provide standard program reporting to internal stakeholders. - Drive cost-saving initiatives without compromising service quality. - Knowledge of cost-drivers and vendor market dynamics in field services industry. - Ensure Technicians are assigned and reach sites as per SLA. - Familiarity with portals like Ticketmaster, ServiceNow, SFDC, Freshdesk, Zendesk, Jira. - Ensure appropriate approvals are in place before executing documents. - Knowledge of Background verification requirements and drug tests as per local laws. Required Skills: - Experience in manpower hiring in EMEA region. - Skilled in manpower sourcing for managed IT services. - Proficient in identifying cost-saving initiatives. - Expert negotiator with vendors on commercial terms. - Strong leadership skills with attention to detail. - Escalation handling and risk mitigation experience. - Ability to handle pressure and meet deadlines. - Work independently and collaboratively in a team. - Influence cross-functional teams and peers. - Excellent interpersonal, communication, and public speaking skills.,

The ideal candidate for this position will have strong sales, interpersonal, and organizational skills. You should feel comfortable with multitasking and be adept at budgeting your resources to achieve the assigned quotas for your role. Your responsibilities will include building and maintaining client relationships, tracking and recording metrics throughout the sales process, meeting and surpassing financial goals, as well as understanding and staying up to date with industry and competitive landscape knowledge. To qualify for this role, you should have a Bachelor's degree and 2-3 years of business experience. Additionally, you must possess strong written and verbal communication skills, excellent organizational abilities, proficiency in Microsoft Office, and the ability to utilize financial data to make informed decisions.,

As a fresher joining our team, your primary responsibilities will include client acquisitions, conducting meetings, and ensuring timely follow-ups. It will be crucial for you to learn and understand clients" financial goals, risk appetite, and investment preferences to provide them with suitable investment options. You will also be supporting in explaining mutual fund products, their features, and regulatory disclosures to clients. Additionally, you will assist clients with account opening formalities, documentation, and basic servicing needs. Coordination with operations, compliance, and product teams to resolve client queries will be an essential part of your role. You will have the opportunity to shadow client calls and meetings to learn effective prospecting and relationship-building techniques. Identifying cross-selling opportunities and supporting relevant initiatives will also be among your responsibilities. Maintaining accurate records of interactions, leads, and service requests as per internal protocols will be expected. It will be essential for you to stay updated on mutual fund products, industry trends, and regulatory guidelines through regular training sessions. During your training period, the focus areas will include basics of mutual funds and financial planning, client communication and soft skills development, client and AP acquisition strategies, compliance and KYC documentation procedures, CRM and sales reporting tools utilization, as well as SEBI mutual fund regulations and distributor ethics. This is a full-time, permanent position with a work schedule from Monday to Friday and availability on weekends may be required. The work location will be in-person to ensure effective collaboration and communication within the team.,

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development: Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration:Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis:Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking:Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements : Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development: Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration:Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis:Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking:Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements : Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

The ideal candidate will possess strong sales, interpersonal, and organizational skills. You should be comfortable with multitasking and be able to budget your resources in order 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 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 decisions,

The ideal candidate will possess strong sales, interpersonal, and organizational skills. You should be comfortable with multitasking and be able to budget your resources to meet the assigned quotas for your role. Responsibilities include building and maintaining client relationships, tracking and recording metrics throughout the sales process, meeting and exceeding financial goals, and understanding and keeping up to date with industry and competitive landscape knowledge. Qualifications for this position include a Bachelor's degree, 2-3 years of business experience (Inter CA preferred), strong written and verbal communication skills, strong organizational skills, proficiency in Microsoft Office, and the ability to harness financial data to inform decisions. Location: Ahmedabad (Ashram Road),

As a Private Banker/Partner at IDFC FIRST Bank in the North & East region, you will have the exciting opportunity to manage and grow a portfolio of high net worth clients by providing them with personalized banking and wealth management solutions. You will play a crucial role in understanding clients" financial goals and tailoring customized solutions to meet their needs. Your key responsibilities will include developing and maintaining relationships with high net worth clients, cross-selling various banking products and services such as loans, investments, and insurance, and acting as a trusted advisor by providing regular updates on market trends and investment opportunities. Collaboration with internal teams to ensure seamless service delivery and meeting sales targets are also essential aspects of this role. To qualify for this position, you should have a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 5 years of experience in private banking or wealth management. A proven track record of managing and growing a portfolio of high net worth clients, in-depth knowledge of banking products and services, excellent communication and interpersonal skills, as well as strong sales and relationship management abilities are required. Proficiency in MS Office and CRM software is also necessary. Preferred qualifications include CFP or CFA certification, knowledge of local market and industry trends in the North & East region, willingness to travel within the region as needed, and fluency in local languages. If you are a results-oriented individual with a passion for delivering exceptional service to high net worth clients, we invite you to apply for this opportunity at IDFC FIRST Bank. Competitive salary, attractive benefits, and opportunities for career growth await you as we strive to be the preferred banking partner for clients in the North & East region.,

As a Director of Food & Beverage at Grand Hyatt Bali, you will have the opportunity to showcase your dynamic, outgoing, and enthusiastic personality while utilizing your strong background in Large Food & Beverage Service, Events, Conference, and Meeting management. Your primary goal will be to proactively monitor the daily functions of all Food & Beverage Outlets and Event Service (Banquet) sections under the Food & Beverage department. You will serve as the representative of the Food & Beverage division on the hotel executive committee, ensuring the efficient and economic operation of the division while providing services and support to other divisions as required. Your responsibilities will include maintaining equipment in optimal condition and upholding Hyatt International's Corporate Strategies and brand standards. To excel in this role, you must have a minimum of 2 years of experience as a Director of Food & Beverage in a large 5-star luxury hotel. A diploma in Hospitality or a related field is required, while a Bachelor's Degree is considered a plus. Your expertise in operational standards, managing manpower costs, and achieving financial goals will be crucial. Effective communication and leadership skills are essential for success in this position, along with a deep understanding of restaurant and banquet management. Your creative flair in Food & Beverage promotions will be highly valued, as well as your administrative proficiency, customer service orientation, and strong interpersonal skills. Furthermore, you should have a proven track record of working within set timelines and achieving targets. By embodying Hyatt's core values and promoting Hyatt Thinking, you will drive associate preference and ensure that all outlets and banquets operate successfully and profitably, in line with the hotel's standards.,