34566 Financial Services Jobs - Page 5

Develop and execute sales plans. Conduct market research and analysis. Collaborate with cross-functional teams. Provide product knowledge & customer acquisition. Lead generations & referrals for new business. Track and analyse sales team pertormance.

Develop and execute sales plans. Conduct market research and analysis. Collaborate with cross-functional teams. Provide product knowledge & customer acquisition. Lead generations & referrals for new business. Track and analyse sales team pertormance.

Develop and execute sales plans. Conduct market research and analysis. Collaborate with cross-functional teams. Provide product knowledge & customer acquisition. Lead generations & referrals for new business. Track and analyse sales team pertormance.

We are looking for a driven professional who can build and grow an agency business by recruiting quality advisors and driving consistent life insurance sales. Key Responsibilities: Recruit and onboard life insurance advisors Drive business through advisor activation and joint field work Support advisors with product training and sales guidance Achieve monthly and quarterly business targets Maintain strong relationships with advisors and customers Ensure compliance with company and IRDA guidelines What We Look For: At least 1 year of hands-on life insurance agency experience Strong local market understanding Ability to build long-term advisor relationships Result-oriented and self-motivated m...

Total years of Experience: 6 Months to 1 year Accurately enter, update, and maintain data across internal systems, spreadsheets and databases. Prepare and circulate daily operational reports, MIS updates and status trackers for management review. Coordinate with internal departments to ensure smooth workflow and timely completion of assigned tasks. Process customer applications, forms, and supporting documents, verifying completeness and accuracy of information. Organize, maintain and regularly update physical and digital records in a structured and systematic manner. Provide comprehensive administrative and back-office support to management and operations teams as required. Manage official ...

We are Hiring Senior Relationship Officer Qualification - 12th or Any degree Female & Freshers can also apply 2 Wheeler Must Age Limit - 40yrs below Location : Kalavasal & Alanganallur Hiring for Senior Relationship Manager Relationship Officer Experiance in Business loans, MSME, Kirana Loan Based on your previous company to hike + Health insurance+ Monthly Food & Fuel Allowance +Incentives+ Promotions. Any Clarification sent to your CV WhatsApp or reach us at 8012999390 Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Health insurance Life insurance Work Location: In person

We are Hiring Customer Relationship Officer Product : Group Loan & MSME Loan Reports to: Branch Manager Location: Pudukkottai Employment Type: Full-Time Qualifications and Skills:Education: Bachelor’s degree in Business Administration, Finance, Economics, or a related field. 2 wheeler Must Gender: Male & Female Experience: 1–3 years of experience in microfinance, banking, or customer service (preferably in lending). Experience with group lending methodologies and individual loan assessment is a plus. Key Responsibilities:Client Acquisition & Relationship Management: Identify and recruit potential clients for group and individual loan products. Conduct group meetings and community mobilizatio...

Job Title: Social Media & Content Marketing Executive Company: Proficorn Finserv Consultant Pvt Ltd Location: Haldwani Job Type: Full-time About Us Proficorn Finserv is a financial services company offering a wide range of loan and credit solutions, including personal loans, business loans, auto loans, project loans, loan against property, credit cards, and more. We are expanding our digital presence and looking for a creative professional to drive our online marketing efforts. Role Overview We are seeking a Social Media & Content Marketing Executive who will focus on creating engaging content, managing social media platforms, and generating leads online. This role is ideal for someone who i...

Job Description: Compliance Officer Location: Mumbai, Maharashtra Industry: Asset Management Employment Type: Full-time Experience Level: 8-10 Years About the Role We are seeking an experienced and strategic Compliance Officer to join our asset management firm in Mumbai. This senior role requires a seasoned professional who can independently manage our compliance function, provide strategic guidance to leadership, and ensure robust adherence to regulatory requirements while enabling business growth. Key Responsibilities Strategic Compliance Leadership Lead the compliance function and serve as the primary compliance advisor to senior management and the board Develop and implement comprehensiv...

Company Description HDFC Bank is India's largest private sector bank, serving over 92 million customers through an extensive network of 8,919 branches and 21,031 ATMs across 3,836 cities. Founded in 1995 and promoted by Housing Development Finance Corporation (HDFC), the bank combines a legacy of leadership in housing finance with innovative banking solutions and services for individuals and businesses. Following its merger with HDFC Ltd in 2023, the bank has strengthened its ability to offer seamless financial services, including home loans. With a focus on innovation, customer-centricity, and social responsibility, HDFC Bank remains committed to delivering value to both customers and stake...

Role Overview: As a member of DBS Consumer Banking Group, you will play a vital role in providing exceptional customer service and support to clients. Your main responsibility will be to address client inquiries, concerns, and requests in a timely and efficient manner. Additionally, you will assist clients with account-related transactions and proactively identify their needs to offer suitable products and services. Collaboration with cross-functional teams to ensure seamless service delivery, maintaining accurate client records, and contributing to the improvement of customer service processes are also key aspects of your role. Key Responsibilities: - Provide exceptional customer service an...

As a Sales Manager at Nextbull Finance specializing in Supply Chain Finance & Working Capital solutions, your role is crucial in driving business development and acquisition of new clients. You will be responsible for building and managing relationships with corporate clients, supply chain partners, banks, and other stakeholders. Your expertise in structuring deals, negotiating terms, and closing financing solutions will be vital in ensuring smooth execution by collaborating with underwriting, operations, risk, and legal teams. Monitoring market trends, competitor offerings, and identifying growth opportunities will also be part of your responsibilities. Additionally, you may lead, mentor, a...

As a Senior PMO Analyst at Regnology, you will be a valuable member of the international Operations team, contributing to the establishment and execution of cross-functional business process, data, and change projects. Your role will demand a detail-oriented approach to effectively tackle cross-functional business challenges. **Key Responsibilities:** - Oversee the tracking of project progress and ensure alignment with project goals, while providing regular updates to senior stakeholders. - Support the development and implementation of standardized best practices, templates, and governance to maintain consistency across projects. - Proactively identify and escalate project risks and issues, ...

Your Role: - Design and implement automation solutions to support the Solutions teams in preparing product commentary, client reports, presentations, and other client-facing materials. - Build and maintain automated workflows to conduct quality assurance checks, ensuring timely, accurate, and high-quality deliverables. - Identify and drive opportunities for process automation and operational efficiency using Python. - Develop robust, well-documented automation scripts and process logic and maintain documentation for all automated workflows and systems. - Create and maintain automated dashboards and reporting pipelines to provide business insights. - Respond to ad hoc automation requests, sup...

Job Description As a Sales Executive of Loans at Sai Fingrowth Pvt. Ltd., you will be involved in identifying potential clients, presenting loan products, negotiating terms, processing loan applications, and maintaining client relationships. Your role will require you to closely work with clients to understand their financial needs and provide them with tailored loan solutions. Key Responsibilities - Identify potential clients for loan products - Present loan products to clients - Negotiate terms with clients - Process loan applications efficiently - Maintain strong client relationships Qualifications - Prior experience in the financial services industry - Strong knowledge of Sales - Excelle...

As a Financial Content Writer, your role will involve producing well-researched financial content across various formats such as blogs, white papers, and social media. You will be responsible for simplifying complex financial topics while maintaining accuracy and precision. Additionally, you will need to optimize content using SEO techniques and collaborate effectively with teams from finance, editorial, marketing, and legal departments. Editing and proofreading all work to ensure high quality and accuracy will also be part of your responsibilities. Staying up to date with financial market changes and regulatory updates is crucial to excel in this role. Your qualifications should include a B...

In this position, you will be responsible for managing a portfolio of approximately 60 Global Strategic Accounts in India, driving growth by expanding beyond the primary travel use case and identifying new stakeholders and product fit opportunities. As a trusted advisor, you will deeply understand the unique challenges and goals of current and prospective customers, building and nurturing relationships with key influencers and decision-makers within executive teams. Your role will involve creating demand by uncovering business problems and mapping them to our solutions, influencing buying decisions, and building credibility and trust across multiple lines of business. Since the direct manage...

Company Description FUNDSMART is a professionally managed AMFI Registered Mutual Fund Distribution Company specializing in Mutual Funds, Insurance, Tax Planning, Fixed Deposits, Loans, and other financial services. With extensive industry expertise, FUNDSMART provides personalized financial guidance tailored to meet individual goals such as retirement planning, education savings, and wealth creation. Focused on bridging the gap between investors and financial organizations, the company aims to be a one-stop solution for all investment and financial needs. Based on its vision, FUNDSMART is committed to helping clients embark on their journey to financial success. Role Description This is a fu...

Company Description Eleva Fintech, operating as BILLXX, is a comprehensive financial technology platform dedicated to simplifying digital payments, microfinancing, and transaction management. Focused on fostering financial inclusion, the company provides innovative, secure, and rewarding payment solutions for both consumers and businesses. Eleva Fintech's mission is to revolutionize everyday financial transactions through features like cashback, commission options, and a diverse range of services. The organization is committed to transforming the fintech landscape by making financial interactions seamless and enriching. Role Description We are seeking a full-time Senior Territory Manager to ...

Expectations/ Requirements: Key account Manager is principally responsible for Signing New Logos/ Merchants/Brands from Large Enterprise / Corporate Accounts. The BDM achieves these goals by creating Funnel and Closure of accounts. Superpowers/ Skills that will help you succeed in this role: Adaptability: Attitude of optimism and can-do? orientation with ability to think creatively and navigate successfully past barriers and obstacles Focus through the Noise: Ability to tune out distractions to focus work on priority goals and tasks Persuasion: Ability to present concepts, ideas and proposals in a manner that is perceived positively by and clearly resonates with intended audiences and stakeh...

About the team: QR & Soundbox is one of Paytm??s business tools to help merchants grow and manage their business through simplicity and data driven technology. About the role: To sell products or services for a company and represent their brand. Also, to manage relationships with customers, serving as the key point of contact, from initial lead outreach to when a purchase is ultimately made. Expectations/ Requirements: 1. Must have Smart Phone, Bike & Helmet 2. Candidate must have a zeal for Growth 3. Candidate should have good market knowledge 4. Must have done a Channel Sales Role before with 5 Member Sales Team handled before 5. Must understand concepts of distribution, expansion, metrics...

About the team: The Client Acquisition Team plays a critical role in driving business growth by identifying, engaging, and onboarding new clients. The team focuses on understanding market needs, building strong customer relationships, and delivering tailored solutions that align with the organization's strategic goals. About the role: The person should be capable of increasing the sale of EDC machines through proper channels to the merchants across multiple locations. Expectations/ Requirements 1. Create an inspiring team environment with an open communication culture. 2. Need to drive swiping device sales in the assigned area. 3. Resolving merchant queries 4. Drive overall engagement of the...

About the team: Drives and Grows the Revenue for one''s portfolio of accounts in the region, through various payment and merchant services. About the role: To be a part of enterprise team, one should be dealing with the large corporate/enterprise accounts, managing the existing portfolios and cross selling. Expectations/ Role: 1. The primary objective of this role is to drive business in the designated territory, by selling Paytm payments solution (Standalone & Integrated) in the organized segment ?? EDC, DQR & Sound box, BPOS, EMI, etc. 2. Incumbent will need to have experience in acquiring and manage multiple KPIs. Also needs to identify, develop, pitch and execute quick closure of deals. ...

About the team: Dairy vertical include digital payment enablement at all Dairy outlets and its ecosystem, and other retail business. This team is predominantly responsible for handling end-to-end sales and operations of this category. About the role: To sell products or services for a company and represent their brand. Also, to manage relationships with customers, serving as the key point of contact, from initial lead outreach to when a purchase is ultimately made. Expectations/ Requirements 1. Must have Smart Phone, Bike & Helmet 2. Candidate must have a zeal for Growth 3. Candidate should have good market knowledge 4. Must have done a Channel Sales Role before with 5 Member Sales Team hand...

About the Team : The Oil and gas vertical Focused Offline payment solution team. Includes payment of oil/petrol and gas bills via QR Codes and POS machines. Predominantly dealing with Petrol and gas station Merchants and other Retail business ,handling end to end sales and Operations. Onboarding new merchants for offline solutions and servicing existing merchants. Maintaining good relationships with PSU Companies / Oil marketing Companies. About the role: To sell products or services for a company and represent their brand. Also, to manage relationships with customers, serving as the key point of contact, from initial lead outreach to when a purchase is ultimately made. Expectations/ Require...