22530 Financial Services Jobs - Page 28

Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate wi...

Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate wi...

Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate wi...

Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate wi...

Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate wi...

Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate wi...

Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate wi...

Stakeholder Management. Decision Making & Problem Solving. Strong Communication Skills. Some other highly valued skills may include: Experience of designing, communicating & implementing internal control policies. Good Understanding in Controls & Business Assurance. Strong understanding of Trade Finance. Person Specification: Excellent relationship building, networking, negotiation and influencing skills. Excellent communication skills, both written and oral. Strong project and change management skills. Excellent execution skills. Excellent time management and prioritization skills. Strong analytical and quantitative skills. Essential Skills/Basic Qualifications: Chartered Accountant/ Certif...

Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate wi...

Direct trading desk facing business and technical support Own the production environment - platform and application system Serve as level one support on issues Demonstrate plant health through plant monitoring, alerting provisioning and capacity management Automate repetitive maintenance and troubleshooting tasks Communicate and document production changes, improve the change management process and tooling Drive continuous improvement through incident follow-ups and root cause analysis Essential Experience Understanding of order management and downstream processes Great communication skills Proven ability to work directly with a demanding user base and manage their needs Strong desire and ab...

This position is primarily responsible to perform quality check for the accounts payable and receivable process in HRO benefits domain (Preferable USA Geography). Role and KEY RESPONSIBILITIES Handle Quality check as per the checklist and ensuring high accuracy. Maintaining bookkeeping databases and spreadsheets and updating information as needed Research and obtain further information for incomplete documents. Review data for deficiencies or errors, correct any incompatibilities if possible and check output collecting and entering data in databases and maintaining accurate records of valuable company information. Our ideal candidate has essential data entry skills, like fast typing with an ...

Role will be a Combination of Relation Manager & sales officer. Be part of fastest growing sales channel in financial services industry. As part of sales job, incumbent is required to do field work Job involves sourcing & nurturing of village by building relationship & cross selling Assest & liability products and investment products. He/She would be the bridge between the village and the bank branch. Managing & acquiring additional incremental customers from that particular village cluster for the bank. Though references/cold calling. Eligibility: Preferred Qualification: Graduate.

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance Quality of advice given to customers as determined by customers and supervisor Speed and efficiency of service given Sales targets for bank and investment products Going beyond the professed need of the customer by providing other products Enhancement of customer value Cross-sale of assets products Back-up to relationship managers holding HNI relationships Ensure low attrition ratios Customer acquisition through referrals from existing customers Graduates with total experience of 1-3 years with relevant exp of atleast 1...

As the Team Leader, you will play a pivotal role in shaping the customer experience. Your expertise will guide the development of innovative support strategies, ensuring our customers receive the highest level of service. This role offers an opportunity to make a significant impact on the banks customer satisfaction and loyalty. Bachelors degree in Business Administration, Customer Experience, or a related field. 5+ years of experience in customer support leadership roles, preferably in the banking or financial services industry. Proven track record of developing and implementing successful customer support strategies. Excellent leadership and mentoring skills, with a collaborative and inclu...

The Team: S&P Global s Private Markets Team does primary and secondary research on newly established firms and gather information of existing firms in the asset management industry, is responsible for answering client data inquiries, and works on other high value client projects. The team oversees thecollection, mapping and maintenanceof client, vendor and proprietary company, contact, fund, ownership, and relationship data. Team is also responsible for collecting and maintaining data which provides insight into who is holding, and investing in publicly traded securities, across the world. The data is collected from various regulatory filings, vendors, notifications or press releases and tra...

Assist the sales team & implement the sales strategies with them. Build strong relationship to drive retention & generate referrals. Identify potential clients & drive business growth. Meet sales goals by actively promoting products/services. Required Candidate profile Any Graduate Min. 2 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 45 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits On Roll - HDFC Career Medical Benefits Insurance

About The Role Deal Structuring Collaborate with clients to structure financial deals tailored to their specific needs. Prepare and present proposals to clients. Credit Solutions Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products. Assess creditworthiness and risk factors associated with clients. Portfolio Growth Focus on portfolio growth by cross-selling financial products and services. Achieve budgetary targets for Net Interest Income (NII) and fee income. Financial Analysis Analyze financial statements, credit reports, and market trends to assess client performance and risks. Develop insights to enhance client portfolios.

Sales Support to Sales Manager in achieving targets Sales Strategy & Planning Customer Relationship Management Sales Operations Manage Sales Team Cold Calling Reporting & Analysis Ensure Compliance & Ethics Analyse Market Trends & Competitors Required Candidate profile 3+ years of exp. in sales in financial services industry NISM XV certification (or relevant experience) Proven sales track record & ability to achieve targets Exp. in cold calling Strong CRM skills

About The Role Client Identification & Sourcing: Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer Strong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline. Understand clients' financial goals, challenges, and opportunities. Client Relationship Management: Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment. Identify new business opportunities and revenue streams within the corporate finance sector. Expand the client base and promote financial products and services including cross sell of products. Deal Structuring: Collaborate with...

The Client Service Operations (CSO) is an internal specialty function of Grant Thornton LLP. The CSO provides support capabilities to larger strategic accounts focusing on risk mitigation, third-party vendor management, and assisting engagement teams to achieve sustainable client growth. We act as a single point of contact between account teams and internal organizations, providing expedited resolutions to complex situations. We also offer a standard portfolio of services providing operational support for clients of high risk or revenue potential. The Client Service Senior Associate will play a critical support role for ongoing analysis, coordination, and administration across CSO services a...

Join our Macquarie Asset Management Finance team and be part of a dynamic and collaborative work environment. You will have the opportunity to gain relevant exposure and grow in the areas of accounting, tax, financial and management reporting. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes. What role will you play? In this role, you will be responsible within the domains of financial and...

Role Summary We are seeking a highly experienced Delivery Recovery Leader with deep expertise in Workday Extend and large-scale enterprise transformations. This role requires a proven track record of turning around complex, multi-technology implementations by assessing troubled projects, defining recovery strategies, and executing turnaround plans with minimal impact on scope, cost, or schedule. Key Responsibilities Lead delivery recovery efforts end-to-end: issue identification, impact assessment, recovery planning, and execution. Establish delivery governance frameworks aligned with TDLC, Agile, or SAFe methodologies. Re-baseline delivery plans, manage risks/issues, and realign client comm...

About the Client ARA's Client is a global leader in professional services, specializing in digital transformation, technology, strategy, and operations. With over 770,000 employees in more than 120 countries, the organization drives innovation and delivers end-to-end solutions that create 360 value for clients, partners, and communities worldwide. Location - Pan India Role Summary We are seeking a highly experienced Manager - Workday Consultants/Specialists to lead key initiatives and advisory engagements across the systems development lifecycle. This leadership role demands deep subject matter expertise in Workday US Payroll, a strong grasp of payroll compliance, and the ability to manage c...

Role Summary We are seeking a highly experienced Delivery Recovery Leader with deep expertise in Workday Extend and large-scale enterprise transformations. This role requires a proven track record of turning around complex, multi-technology implementations by assessing troubled projects, defining recovery strategies, and executing turnaround plans with minimal impact on scope, cost, or schedule. Key Responsibilities Lead delivery recovery efforts end-to-end: issue identification, impact assessment, recovery planning, and execution. Establish delivery governance frameworks aligned with TDLC, Agile, or SAFe methodologies. Re-baseline delivery plans, manage risks/issues, and realign client comm...

Role Summary We are seeking seasoned Delivery with 1620 years of experience in delivery and program management. The ideal candidate will have a proven track record in managing large-scale, complex, multi-technology implementations, transformations, and migrations. This role is especially critical for turning around troubled projects, requiring the ability to assess the current state, define recovery strategies, and execute turnaround plans while minimizing impacts on cost, schedule, and scope. Key Responsibilities Lead end-to-end delivery recovery efforts, including issue identification, impact assessment, recovery solutioning, and turnaround execution. Establish robust governance frameworks...