33 Financial Service Jobs

Job Overview Skill : TPM - Project Manager NP : Immediate/15-Days Must have Skills: Agile Champion, Project Management Description: Technical Experience : Looking for good technical PM having worked on Oracle EBS projects like Purchasing, GL , SL , Procurement etc. and having done these projects in Agile. Education: Bachelors Degree in a technical field Should have excellent verbal communication skills Looking for Immediate-15 days joiners

Project Manager-IC-Role Technical BG in Test Management Marketing experience Background Financial Services (Credit Card)- project working in credit cards Leading teams 20-25 people- project management capacity across multiple projects Background with Java and Selenium SAFE Framework Experience Note: Looking for Immediate to 15-Days joiners at most.

Establish and maintain a deep understanding of the overall Whatfix product portfolio and the competitive landscape Understand and study Whatfix deployments across industries and come up with industry best practices and use cases based on our current deployments. Self-driven interest to learn more about customers business, digital transformation trends in their industry, and presenting a thought leadership on Whatfix solving their pain points Understand the multitude of enterprise software trends and technologies in the marketplace and how they create an opportunity for a DAP platform Partner with the Account Executives during (business) discovery calls and prepare/deliver presentations and product demonstrations explaining Whatfix products to prospects and customers Successfully manage and execute on-site or remote solution demonstrations with the assistance of Account Executives Responsible for representing the product to customers and at field events such as conferences, seminars, etc. Evangelize Whatfix products to prospects, customers, and partners via presentations and product demos. Respond to functional and technical elements of RFIs/RFPs with the assistance of Account Executives and Technical Sales Engineers. Convey feature input and customer requirements to Product Management teams Partnering with sales executives to plan, prepare, and execute strategic deals in complex sales cycles including Discovery Calls, Value Assessment calls, and more. Respond to objections during solution presentations and articulate the value and return on investment delivered Liaise with the Engineering, Product, Marketing, and Sales teams to provide consultative product expertise for all customer needs Effectively communicate & build confidence with customers across teams (Engineering, Product, Marketing, and Sales) Who would be a good fit for this role 8+ years Technical Pre-Sales / Sales Engineering / Solutions Consulting experience Ability to study existing deployments across industries like Insurance, Technology, Financial Services, Healthcare and to communicate the use cases and results to new prospects from these industries. Background in understanding existing deployments across applications like CRM (Salesforce, Microsoft), HR (Workday, Oracle, SAP) and communicating the use cases and results to new prospects looking to deploy Whatfix on these platforms Experience as Solutions Consultant at an Application Software Company catering to industries relevant to Whatfix: Insurance, Healthcare, Technology, Financial Services, Manufacturing. Consultative selling experience; listening to customer needs and shaping a shared vision for a solution Ability to creatively explain and present complex concepts in an easy to understand the manner Understanding of high-performance software and Enterprise SaaS Excellent written and verbal communication skills to communicate professionally Self-motivated with strong interpersonal and problem-solving skills Ability to work well in a highly dynamic team environment focussed on providing above industry standard customer service. Ability to travel to on-site meetings; up to 50% travel. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Role & responsibilities Job Title: Assistant Branch Manager Job Location: Chennai - Tamil Nadu Branches: Avadi, Chengalpet, Kanchipuram, Kundrathur, Tiruvallur & Vellore Employment type: Permanent Job Descriptions: 1) Any graduation with 2 to 5 year of experience in Home Loan/ Banking, Finance Service & Insurance field sales. 2) If under graduation with 3 to 65 year of experience in Home Loan/ Banking, Finance Service & Insurance field sales. Note: This role entails working out of a location and does not require coming to the branch on a daily basis Interested candidate please apply here. Also share your profile to chidananda@manpower.co.in; Best Regards, HR Team Manpower Group Preferred candidate profile

Job Title: HNI RM - Sales | Leading Bank | 100% Leads | Immediate Joiners Company: Leading Bank Location: Bangalore CTC: [up t0 18Lacs Job Description: Handle High Net-Worth Individual (HNI) clients 100% leads provided focus on closing and relationship building Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. One point contact for all requirements of High Net Worth customers in the Branch Servicing of High Net Worth customers Note: Immediate joiners preferred. Apply Now or Send Your CV to [Email ID] How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Skills Customer Service Micro Banking Description Assistant Branch Manager/Senior CSE will assist the Branch Manager in providing leadership to the bank through efficient daily operations in all areas of banking service, Schedules and supervises customer service representatives, head teller, tellers, safety deposit clerk, and financial service managers in daily tasks and operations, Conducts performance evaluations that are timely and constructive, Assists manager in efforts to reach profit, performance, and customer service goals, Oversees banking services, especially customer service, to ensure excellence; contacts or assists customers and prospective customers, Reviews and manages staffing procedures, ensuring that staff assignments and responsibilities are reasonable, and that salary structure is equitable, Performs other related duties as assigned. Location - Bengaluru,Chennai,Dindigul,Kanchipuram,Kovilpatti,Mumbai,New Delhi,Erode,Nagercoil

Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 or Anchal on 92360 39430 ( Don't call, only WhatsApp)

+91 92360 39430Job description: 1. Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. 2. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. 3. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. 4. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner 5. Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. 6. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. 7. Completion of File: Responsible for submission of complete application form, documentations and information Preferred candidate profile 1. The candidate must be a graduate pass out from any stream. 2. 0.6 to 1 Year of experience in sales is preferred (Freshers can apply) 3. The job requires extensive traveling so the candidate must be willing to travel within the city. Perks and benefits Lucrative Incentives Fast Promotion Please WhatsApp cv to Rupal on 9829295639 or Anchal on 92360 39430 ( Don't call, only WhatsApp)

Promoting and selling insurance (life, health, etc.) to bank customers. Building and maintaining relationships with existing customers to drive cross-selling opportunities.Working closely with bank staff to ensure seamless product offerings.

We are seeking a Wealth Manager to join our team and play a pivotal role in managing and growing the financial portfolios of high-net-worth individuals (HNWIs) and families. The ideal candidate will provide personalized financial advice, develop tailored investment strategies, and offer comprehensive wealth management services to help clients achieve their financial goals. This role requires strong expertise in financial planning, market analysis, and portfolio management, coupled with excellent relationship management skills to build long-term client trust and satisfaction. The Wealth Manager will also contribute to revenue generation by expanding Assets Under Management (AUM) and acquiring new clients while adhering to regulatory standards and risk management practices. Key Responsibilities: Client Relationship Management: Develop and nurture strong, long-term relationships with high-net-worth individuals, families, and institutional clients, acting as their trusted advisor and primary contact for all financial needs. Financial Planning: Conduct in-depth assessments to understand clients' financial goals, risk tolerance, and investment preferences, creating tailored wealth management plans to help them achieve their objectives. Investment Management: Design and implement customized investment strategies aimed at optimizing returns, minimizing risk, and safeguarding capital according to clients' investment goals and risk profiles. Portfolio Construction: Build diversified portfolios utilizing a mix of asset classes, investment products, and strategies to achieve optimal risk-adjusted returns. Asset Allocation: Develop asset allocation strategies that align with clients' financial objectives, timelines, and risk tolerance, making adjustments as market conditions and client preferences evolve. Financial Analysis: Conduct detailed research and analysis of market trends, investment opportunities, and economic indicators, enabling informed investment decisions. Wealth Protection: Construction: Implement strategies for wealth preservation, including insurance, estate planning, and tax planning, to help clients protect and transfer wealth to future generations. Client Education: Educate clients on financial markets, investment strategies, and wealth management principles, empowering them to make informed decisions for their financial success. Compliance and Regulatory Adherence: Ensure strict adherence to all regulatory requirements and industry standards, maintaining the highest level of integrity and ethical conduct in all client interactions. Business Development: Proactively identify opportunities to expand the client base and grow assets under management through networking, referrals, and strategic marketing initiatives. Candidate Profile : Bachelors degree in Finance, Marketing, Business Administration, or a related field. Proven experience in distribution of wealth products like mutual fund, insurance, PMS etc Strong understanding of various financial products, industry regulations, and market dynamics. Candidates with a strong existing client base will be preferred. Excellent communication and interpersonal skills, with a focus on client relationship management. Commitment to upholding ethical standards and maintaining confidentiality of sensitive information. Locations : Mumbai,Jaipur,Surat,Bhopal

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly send your resume at 9731592570 (Whatsapp) Required Candidate profile Should have high relationship building quotient Should have capability to do reference generation from existing customers Problem solving and decision-making capability Aptitude for financial numbers Perks and benefits Incentives (In Lakhs/Month) + Bonus + Rewards.

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly send your resume at 9731592570 (Whatsapp) Required Candidate profile Should have high relationship building quotient Should have capability to do reference generation from existing customers Problem solving and decision-making capability Aptitude for financial numbers Perks and benefits Incentives (In Lakhs/Month) + Bonus + Rewards.

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly send your resume at 9731592570 (Whatsapp) Required Candidate profile Should have high relationship building quotient Should have capability to do reference generation from existing customers Problem solving and decision-making capability Aptitude for financial numbers Perks and benefits Incentives (In Lakhs/Month) + Bonus + Rewards.

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly send your resume at 9731592570 (Whatsapp) Required Candidate profile Should have high relationship building quotient Should have capability to do reference generation from existing customers Problem solving and decision-making capability Aptitude for financial numbers Perks and benefits Incentives (In Lakhs/Month) + Bonus + Rewards.

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly send your resume at 9731592570 (Whatsapp) Required Candidate profile Should have high relationship building quotient Should have capability to do reference generation from existing customers Problem solving and decision-making capability Aptitude for financial numbers Perks and benefits Incentives (In Lakhs/Month) + Bonus + Rewards.

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly send your resume at 9731592570 (Whatsapp) Required Candidate profile Should have high relationship building quotient Should have capability to do reference generation from existing customers Problem solving and decision-making capability Aptitude for financial numbers Perks and benefits Incentives (In Lakhs/Month) + Bonus + Rewards.

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly send your resume at 9731592570 (Whatsapp) Required Candidate profile Should have high relationship building quotient Should have capability to do reference generation from existing customers Problem solving and decision-making capability Aptitude for financial numbers Perks and benefits Incentives (In Lakhs/Month) + Bonus + Rewards.

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly send your resume at 9731592570 (Whatsapp) Required Candidate profile Should have high relationship building quotient Should have capability to do reference generation from existing customers Problem solving and decision-making capability Aptitude for financial numbers Perks and benefits Incentives (In Lakhs/Month) + Bonus + Rewards.

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly send your resume at 9731592570 (Whatsapp) Required Candidate profile Should have high relationship building quotient Should have capability to do reference generation from existing customers Problem solving and decision-making capability Aptitude for financial numbers Perks and benefits Incentives (In Lakhs/Month) + Bonus + Rewards.

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly call/send your resume at 9731592570 (Whatsapp). Required Candidate profile FLS candidates preferred: Any industry from sales experience 1 to 3 Years. Eligibility: Graduate /post-graduate. Should have high relationship building quotient. Influencing and selling skills. Perks and benefits Incentive can be earned in lakhs + Bonus & Rewards

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly call/send your resume at 9731592570 (Whatsapp). Required Candidate profile FLS candidates preferred: Any industry from sales experience 1 to 3 Years. Eligibility: Graduate /post-graduate. Should have high relationship building quotient. Influencing and selling skills. Perks and benefits Incentive can be earned in lakhs + Bonus & Rewards

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly call/send your resume at 9731592570 (Whatsapp). Required Candidate profile FLS candidates preferred: Any industry from sales experience 1 to 3 Years. Eligibility: Graduate /post-graduate. Should have high relationship building quotient. Influencing and selling skills. Perks and benefits Incentive can be earned in lakhs + Bonus & Rewards

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly call/send your resume at 9731592570 (Whatsapp). Required Candidate profile FLS candidates preferred: Any industry from sales experience 1 to 3 Years. Eligibility: Graduate /post-graduate. Should have high relationship building quotient. Influencing and selling skills. Perks and benefits Incentive can be earned in lakhs + Bonus & Rewards

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly call/send your resume at 9731592570 (Whatsapp). Required Candidate profile FLS candidates preferred: Any industry from sales experience 1 to 3 Years. Eligibility: Graduate /post-graduate. Should have high relationship building quotient. Influencing and selling skills. Perks and benefits Incentive can be earned in lakhs + Bonus & Rewards

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly call/send your resume at 9731592570 (Whatsapp). Required Candidate profile FLS candidates preferred: Any industry from sales experience 1 to 3 Years. Eligibility: Graduate /post-graduate. Should have high relationship building quotient. Influencing and selling skills. Perks and benefits Incentive can be earned in lakhs + Bonus & Rewards