31 Financial Goals Jobs

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,

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. 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 up to date with industry and competitive landscape knowledge To qualify for this position, you should have: - Bachelor's degree and 2-3 years of business experience - Strong written and verbal communication skills - Strong organizational skills - Prof...

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 effectively. 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 inf...

Job Description: As a Wealth Manager at our NBFC client, your role will involve managing and growing relationships with HNI/UHNI clients through personalized investment solutions. You will be responsible for: - Managing portfolios and fostering long-term client relationships - Providing customized investment strategies aligned with financial goals and risk profiles - Conducting regular reviews of portfolio performance and market trends - Acquiring new clients and enhancing the wallet share of existing ones - Achieving AUM and revenue targets in the designated region Qualifications Required: - MBA from a Top B-School preferred; additional certifications such as CFP/CWM/NISM would be advantage...

As an ideal candidate for this role, you possess strong sales, interpersonal, and organizational skills. You are 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 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 data to inform decisions...

Role Overview: You will be responsible for utilizing your strong sales, interpersonal, and organizational skills to meet and exceed financial goals. Multitasking and effective resource management will be key in achieving 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 with 2-3 years of business experience - Strong written and verbal communication skills - Strong organizational skills - Proficiency in Microsoft Office - Ability to harness f...

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 ...

As a Principal Networking Technology Sales Specialist at NTT DATA, you play a crucial role in engaging with clients, identifying new opportunities, and presenting compelling value propositions. Your main responsibilities include pursuing qualified leads, developing new business channels, and expanding existing accounts. You are also tasked with generating your own pipeline and opportunities within your assigned client base. Building and nurturing client relationships is a key aspect of your role, where you act as the internal owner for assigned accounts. By becoming a trusted advisor to clients, you understand their business challenges and offer impactful solutions. Engaging in conversations...

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 info...

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 i...

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 organiz...

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 communicati...

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 purpos...

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, str...

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 Pri...

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,...

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 organizationa...

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 pro...

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, ex...

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 opport...