29246 Financial Services Jobs

Generate leads and identify potential customers Conduct field visits and present product offerings Build and maintain strong client relationships Achieve monthly sales targets Required Candidate profile Minimum 1 year of experience in field sales. Strong communication and negotiation skills Ability to work independently and meet deadlines Phone/WhatsApp: +91 9904750213

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. Good knowledge of mutual funds is mandatory for this position. Essentially, you will act as the main point of contact for our clients. Responsibilities: Mutual funds advisory (sales) Prospect for new sales leads and close sales Qualifications: 1-7 years of work experience with Mutual funds and PMS Strong communication and interpersonal skills Compensation offered: 25,000-37,000 in-hand Location - Sector 3 Noida *Only candidates with prior work experience in Mutual Funds will be considered. Industry ...

Job Title: Customer Care Executive – Fintech Department: Customer Support / Operations Location: Sector 66, Gurgaon About the Role We are looking for a Customer Care Executive to support customers using our fintech products and services. This role involves resolving queries, managing customer issues, and ensuring a smooth user experience. The position requires strong communication skills, attention to detail, and an understanding of digital financial services. Responsibilities Handle customer interactions through phone, email, chat, and social media. Support customers with onboarding, account setup, KYC processes, and transactions. Resolve queries related to payments, refunds, failed transac...

Role Overview: As a Client Relationship Executive in Nagpur, your primary responsibility will be to develop and maintain strong relationships with existing clients to ensure their satisfaction and loyalty. You will also be tasked with identifying and converting new business opportunities through proactive engagement. Educating clients about a range of financial products and providing expert guidance on investment strategies and financial planning will be crucial aspects of your role. Collaborating with internal departments to address client concerns and achieving individual and team sales targets will also be part of your key responsibilities. Key Responsibilities: - Develop and maintain lon...

You will be working as an Associate Client Service (Maxit CSS) at BetaNXT, a leading provider of wealth management infrastructure and real-time data solutions. Based in Bangalore, your role will involve supporting clients in the financial services industry, particularly broker-dealers and wealth managers, by providing transactional and tactical support related to cost basis and tax reporting services. **Key Responsibilities:** - Execute daily transactional tasks such as data entry, reconciliation, and reporting for cost basis and tax reporting services. - Respond to client inquiries promptly and professionally, maintaining high service standards. - Assist in tactical initiatives to enhance s...

Role Overview: You will be a part of the Founders Office at Prodyut Financial Services Pvt Ltd (PFS) where you will collaborate with the Founder to drive strategic initiatives, manage special projects, and ensure operational alignment with business goals. Your role will involve conducting research, creating reports, coordinating with cross-functional teams, monitoring KPIs, and supporting decision-making processes. Key Responsibilities: - Conduct in-depth research and analysis to provide insights for business decisions. - Generate detailed reports and presentations for ongoing projects. - Collaborate with cross-functional teams to ensure smooth coordination. - Monitor project timelines and K...

As a highly skilled Technical Product Owner with over 5 years of experience, you will be joining our team in Gurgaon to focus on delivering data-centric products within the banking sector. Your responsibilities will include: - Owning and managing the product backlog in alignment with business priorities and technical feasibility. - Collaborating with business stakeholders, architects, and engineering teams to define requirements and translate them into actionable user stories. - Driving the development of API-first and data-centric products, ensuring scalability, reliability, and security. - Partnering with infrastructure and DevOps teams to streamline CI/CD pipelines and support continuous ...

P1 C3 TSTS 6+ years of experience in Product Management, or Project Management with proven record of accomplishment in defining winning product constructs and delivering a product roadmap Experience in Financial crime and strong Communication skills is must In depth knowledge of Scaled Agile (SAFe) methodologies and lean processes Proven record of accomplishment managing large, complex products with multiple partners Ability to establish and maintain effective working relationships with all levels within organization, internally and externally Ability to engage and influence technical and non-technical teams in a global organization Ability to predict and identify risks/opportunities from in...

Role Overview: In this role with State Street teams worldwide, you will lead the Reconciliation team supporting State Street Middle Office services. Your main responsibility will be to oversee and deliver all day-to-day tasks of the Reconciliation management team in a fast-paced, flexible, and exciting environment. It is essential to establish and maintain good communication and interpersonal relationships with business operations teams and IT to uphold the high level of service provided to all clients. Key Responsibilities: - Oversee and manage the Reconciliation Management team for the responsible Reconciliation unit/client - Drive Reconciliation process excellence through proactive manage...

As an Investment Analyst at Prana Venture Management, your role will involve sourcing new investment opportunities, assessing business plans, conducting research and due diligence, supporting deal execution, and managing the portfolio. Your responsibilities will include: - Working with the team to develop strategies for focus sectors - Contributing to thematic investment thesis development and identifying potential investment leads - Assisting in deal execution by building financial models and preparing investment materials - Conducting due diligence by reviewing business plans and performing competitive analysis In terms of portfolio management, you will be expected to: - Provide analytic a...

As a Senior Associate Director of User Experience Design at DTCC, you will play a crucial role in leading enterprise-level design system initiatives that impact global financial markets. Your expertise in creating, scaling, and maintaining institutional-level design systems will be essential in driving adoption across a complex, regulated environment. **Role Overview:** As the Senior Associate Director of User Experience Design, you will be a key leader within the UX Center of Excellence (COE), specializing in enterprise-grade design systems that support multiple lines of business (LOBs). Your responsibilities will include architecting and maintaining a robust, scalable design system for DTC...

Role Overview: You will be a District Sales Manager for Spice Money, located in Ghatal, responsible for overseeing sales operations, managing a team of sales agents, developing sales strategies, and ensuring targets are met. Your role will involve field visits, market analysis, and building relationships with merchants and partners to drive business growth. Additionally, you will provide training, guidance, and performance evaluations to sales agents for continuous improvement and optimal performance. Key Responsibilities: - Oversee sales operations within the designated district - Manage and support a team of sales agents - Develop sales strategies to meet targets - Conduct regular field vi...

As an Assistant Branch Manager, you will be responsible for overseeing the operations and performance of the branch located in Sreekaryam, Mannanthala, and Ayoor. Your primary role will involve ensuring the smooth functioning of the branch and providing excellent customer service. Key Responsibilities: - Manage day-to-day operations of the branch - Supervise branch staff and provide guidance and training when necessary - Ensure compliance with company policies and procedures - Develop and implement strategies to achieve branch targets - Handle customer inquiries and resolve any issues in a timely manner Qualifications Required: - 3-5 years of experience in the Non-Banking Financial Company (...

Experience : 5.00 + years Salary : INR 3000000.00 / year (based on experience) Expected Notice Period : 7 Days Shift : (GMT+05:30) Asia/Kolkata (IST) Opportunity Type : Remote Placement Type : Full Time Permanent position(Payroll and Compliance to be managed by: LemonEdge) (*Note: This is a requirement for one of Uplers client - A revolutionary Fintech company) What do you need for this opportunity Must have skills required: Accounting, programming languages, Confluence, DevOps, Financial Services A revolutionary Fintech company is Looking for: Key Responsibilities Requirements Gathering and Analysis: Collaborate with stakeholders to gather, define, and document business requirements for new...

Experience : 5.00 + years Salary : INR 3000000.00 / year (based on experience) Expected Notice Period : 7 Days Shift : (GMT+05:30) Asia/Kolkata (IST) Opportunity Type : Remote Placement Type : Full Time Permanent position(Payroll and Compliance to be managed by: LemonEdge) (*Note: This is a requirement for one of Uplers client - A revolutionary Fintech company) What do you need for this opportunity Must have skills required: Accounting, programming languages, Confluence, DevOps, Financial Services A revolutionary Fintech company is Looking for: Key Responsibilities Requirements Gathering and Analysis: Collaborate with stakeholders to gather, define, and document business requirements for new...

Experience : 5.00 + years Salary : INR 3000000.00 / year (based on experience) Expected Notice Period : 7 Days Shift : (GMT+05:30) Asia/Kolkata (IST) Opportunity Type : Remote Placement Type : Full Time Permanent position(Payroll and Compliance to be managed by: LemonEdge) (*Note: This is a requirement for one of Uplers client - A revolutionary Fintech company) What do you need for this opportunity Must have skills required: Accounting, programming languages, Confluence, DevOps, Financial Services A revolutionary Fintech company is Looking for: Key Responsibilities Requirements Gathering and Analysis: Collaborate with stakeholders to gather, define, and document business requirements for new...

Experience : 5.00 + years Salary : INR 3000000.00 / year (based on experience) Expected Notice Period : 7 Days Shift : (GMT+05:30) Asia/Kolkata (IST) Opportunity Type : Remote Placement Type : Full Time Permanent position(Payroll and Compliance to be managed by: LemonEdge) (*Note: This is a requirement for one of Uplers client - A revolutionary Fintech company) What do you need for this opportunity Must have skills required: Accounting, programming languages, Confluence, DevOps, Financial Services A revolutionary Fintech company is Looking for: Key Responsibilities Requirements Gathering and Analysis: Collaborate with stakeholders to gather, define, and document business requirements for new...

Role Overview: You will be responsible for various tasks related to technical support and customer service in a B2B environment, particularly in the mortgage lending and financial services market. Your role will involve working closely with internal teams and clients to ensure smooth operations and excellent customer service. Key Responsibilities: - Add/Delete internal users to client databases - Adjust queues for client uses - Ensure client certificates are up to date by working with Infosec and customers - Generate requested reports - Update RPA scripts and Extraction Sets as required - Update Document Dictionary as requested - Adjust XML as per configuration requirements using tools such ...

As a global Business Process Management (BPM) leader, WNS (Holdings) Limited is committed to providing business value to over 400 global clients across various industry verticals. WNS South Africa, established in 2003, has become a renowned industry leader in Business Process Outsourcing (BPO) in South Africa, with a growing presence in Africa. With eight delivery centers spread across South Africa and a workforce of over 4000 employees, we offer a wide range of basic to complex processes to our clients. Joining WNS means experiencing role clarity, coaching, mentoring, professional development, and a structured career path through our 5 people promises. Our core values include a culture of o...

Role Overview: As a Fintech Product Manager at OneStack, you will play a crucial role in shaping and driving the development of cutting-edge fintech products. This position offers an exciting opportunity to work in a collaborative and innovative environment, where you can make a significant impact on the company's growth and success. Key Responsibilities: - Work closely with engineering, design, and QA teams to prioritize and manage the product development process. - Assist in defining product requirements, creating user stories, and maintaining the product backlog to ensure timely delivery of product releases and feature enhancements. - Create process flows for financial products and transl...

About the Opportunity Job Type: Permanent Application Deadline: 19 November 2025 Title Manager - GPS CIO Team Department GPS Investment Solutions Team Location India - Bangalore / Gurgaon Reports To Head of Investment Solutions Team Level 5 Intro We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this By working together - and supporting each other - all over the world. So, join our team and feel like you're part of something bigger. The Global Platform Solutions (GPS) Investment Solutions Team is responsible for the research, design, development and management of investment products solutions used by our retail and institution...

Handling loan operations...backend job....customer service and complete operations Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Work Location: In person

- 100 % lead will be provided - Doing cold calling - Identifying sales opportunities - Closing business deals - Following up with customers - Meeting sales targets -A Great Welcoming Personality That Encourages Relationship Building. Required Candidate profile • 12 months - 2 years experience in sales & Marketing • Bachelor's degree • Fresher's Can't Apply • Bike

As a Key Account Manager at Northern Arc Capital, your primary responsibilities will include: - Explore and identify potential Distributor Organisation (DO) partners across various asset classes where Northern Arc Capital operates, and successfully establish partnership and deals with them. - Develop and implement a strategic plan for the rollout of DO partnerships, and effectively manage the relationships with the DO partners. - Create and refine the product offerings, processes, and systems for DO partners to effectively manage their portfolios. - Build and lead a high-performing team to oversee and manage the DO partnerships. In order to excel in this role, you should meet the following q...

Recruit team to archive business target .Execution of sales strategy to increase market and reach penetration Goal Setting and assisting them. Build long term relationship with new and existing customers. cv.willpower@gmail.com Hr Gayatri 9175682385 Required Candidate profile Minimum 4 years of experience in field sales Good Communication skill and should be presentable Sales Proven track record Graduation is mandatory Core Sales Profile Locality Perks and benefits Fast Track promotion Unlimited incentive Mediclaim