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10.0 - 14.0 years

0 Lacs

ernakulam, kerala

On-site

As a Regional Head in the Retail Banking business unit at IDFC First, your role is crucial in scaling up the business for the Branch banking in the designated region. You will be responsible for developing strategies to expand existing products, channels, segments, and customer base in a cost-efficient and technology-effective manner. Your role includes building teams, systems, processes, and a culture conducive to scale and consistent delivery. Collaboration with various teams such as Retail team - Product Head, Operations, Sales, IT, Credit, BIU is essential for achieving these goals. Your ultimate responsibility is to ensure a seamless and fulfilling customer experience, establishing IDFC First as the primary bank for all banking needs. **Roles & Responsibilities:** - Develop and execute regional strategies to achieve business growth, revenue, and profitability targets - Collaborate with senior management to align regional goals with the organization's overall objectives - Identify market opportunities and trends to expand the business banking portfolio - Lead, mentor, and manage a team of relationship managers, portfolio managers, cluster heads, and support staff - Establish performance goals, monitor progress, provide regular feedback and coaching - Drive talent acquisition, training, and succession planning to build a high-performing team - Build and nurture relationships with key clients, business partners, and stakeholders - Drive acquisition of new business banking clients and deepen existing relationships of branch channel - Oversee the development of tailored financial solutions to meet the needs of small and medium-sized enterprises - Monitor regional performance metrics, including profitability and book growth, fee income, and credit quality - Ensure efficient management of resources to maximize profitability and operational efficiency - Collaborate with collections team to drive down the net credit loss and delinquency metrics - Ensure compliance with regulatory requirements, company policies, and risk management standards - Monitor and manage credit risk, operational risk, and market risk within the region - Conduct periodic reviews and audits to maintain a strong control environment - Foster a customer-centric culture across the region - Oversee the delivery of high-quality, timely, and personalized services to business banking clients - Address client escalations and ensure prompt resolution of issues **Managerial & Leadership Responsibilities:** - Mentor and coach senior team members to percolate ethos of customer centricity, innovation, compliance, and integrity - Create an environment for the team to focus on automation and digital enablement to fulfill customer needs holistically - Attract & retain best-in-class talent to meet the Bank's rapid growth targets **Educational Qualifications:** - Graduate: Any - Postgraduate: MBA Finance **Experience:** - Minimum of 10+ Years in Branch Banking,

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

Job Description As a Relationship Manager for New Car & Used Car customers in the Rural Banking department of the Retail Banking business, your role is to provide financial solutions that meet the needs of automobile customers and ensure exceptional customer service. You will collaborate closely with the product, operations, and underwriting teams to acquire and service customers effectively, aiming to deepen relationships with them. Your responsibility includes acquiring new Dealership business clients, managing relationships, and contributing to the overall branch banking channel objectives. Key Responsibilities - Acquire new customers for Dealership business by conducting detailed credit assessments and providing end-to-end solutions - Establish strong connections with existing customers through mailers and phone calls, sharing insights on interest rate fluctuations and product offerings - Empanel new Dealers, DSA, and DST in the market - Generate sales leads for Dealership business through client referrals and promotional activities - Conduct policy training for internal team members and resolve customer queries proactively - Monitor channels and team for quality sourcing, healthy portfolio, and initial MOBs - Recruit and train team members on various products and processes - Scope potential markets geographically and manage relationships with DSA, DDSA, and DSE - Stay updated on competitor products, market best practices, and share insights with the product team Additional Details The role requires evaluating growth strategies based on competitor analysis and customer feedback, recommending process changes for service improvement, and demonstrating proficiency in sales planning and marketing initiatives. Managerial & Leadership Responsibilities - Attract and retain top talent for key roles in your reporting structure - Monitor employee productivity, hiring quality, and attrition rates for performance management - Provide necessary support to enable teams to achieve growth targets - Conduct training sessions for team members Key Success Metrics - Meeting Month-on-Month Sales Targets - Managing PDDs and Controlling Delinquency and Portfolio - Achieving Customer Acquisition targets and Product Cross Sell targets,

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4.0 - 8.0 years

0 Lacs

uttar pradesh

On-site

Role Overview: As a Relationship Manager-Kisan Credit Card, your main responsibility will be to provide financial solutions to KCC customers, ensuring value-added customer service. You will collaborate closely with product and operations teams to drive customer acquisition, servicing, and deepening. Your goal will be to offer customers the best banking experience and become their preferred banking partner. You will focus on new-to-bank (NTB) clients and manage relationships for a designated branch, contributing to branch banking channel objectives. Key Responsibilities: - Increase the liabilities size of relationships by growing balances in accounts of existing KCC customers and enhancing customer profitability. - Review inflows and outflows in mapped accounts, proactively identify business opportunities, and establish a close connection with customers through mailers and phone calls. - Generate new sales leads for KCC customers through referrals and acquire new customers with a detailed understanding of credit assessment. - Leverage knowledge in various areas such as Liability, Fx, Trade, Client Relationship, Delinquency management, and Relationship management to increase business volume. - Manage portfolio effectively through continuous monitoring of accounts, renewals enhancement, retention, and ensure Portfolio Hygiene. - Develop a strong working relationship with Branch banking for cross-leveraging and synergy optimization within the Bank Eco System. - Evaluate growth strategy based on competitor analysis and customer feedback, recommend process changes to improve service efficiency. - Demonstrate sales planning ability, conceptualize promotions, and marketing initiatives, and possess understanding of financial statements, credit assessment, and security documents. Qualification Required: - Graduation in Bachelors in Engineering, Technology, Maths, Commerce, Arts, Science, Biology, Business, Computers, or Management. - Minimum of 4+ years of relevant experience. Additional Details: N/A,

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3.0 - 7.0 years

0 Lacs

surat, gujarat

On-site

Role Overview: You will be joining YuCollect, a part of the Yubi Group, which is Indias first Unified Collections Infrastructure designed to transform the debt collections ecosystem at scale. Your role as a Subject Matter Expert (SME) will involve driving the adoption and usage of YuCollect's solutions within the collections industry. You will be responsible for troubleshooting client issues, enhancing client satisfaction, fostering strong relationships, and identifying opportunities for cross-selling and up-selling. Key Responsibilities: - Adoption: - Facilitate the adoption of YuCollect's solutions within client organizations by tailoring strategies to maximize their effectiveness. - Engage with clients to understand their needs and challenges, ensuring that our solutions meet their expectations. - Usage: - Monitor client usage patterns and provide guidance to optimize solution effectiveness. - Conduct regular check-ins and training sessions to ensure clients are leveraging the solutions to their fullest potential. - Troubleshoot: - Quickly identify and resolve client issues to maintain high levels of client satisfaction. - Collaborate with internal teams to address any system or process-related challenges. - Travel: - Extensive travel required to engage with clients. Qualification Required: - Experience: - Over 3 years of experience in the collections industry, focusing on client adoption of technology or financial solutions. - Proven track record in developing strategies for increasing product usage and client satisfaction. - Skills: - Strong domain expertise in collections or analyst, enabling you to serve as a trusted advisor to clients. - Exceptional relationship management skills to build and nurture long-term client partnerships. - Effective objection handling to address client concerns confidently and constructively. - Ability to identify and execute cross-sell and up-sell opportunities to enhance client value. - Proficient problem-solving abilities to troubleshoot issues and provide timely solutions. - In-depth industry knowledge and fluency in the local language to effectively communicate with clients.,

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3.0 - 7.0 years

0 Lacs

chennai, tamil nadu

On-site

As a Wealth Relationship Manager at a reputed company in India, your role will involve: - Building and maintaining strong, long-term relationships with a portfolio of high-net-worth clients. - Understanding clients" financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. - Conducting regular portfolio reviews and recommending adjustments based on market conditions and client needs. - Working closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions. - Proactively identifying new business opportunities through referrals, networking, and cross-selling. - Staying updated on market trends, financial products, and regulatory changes to provide up-to-date advice. - Ensuring compliance with regulatory and internal risk management policies. - Preparing and presenting periodic performance reports to clients. - Achieving sales and revenue targets as set by the business. Qualifications required for this role include: - Strong understanding of financial markets, investment products, and wealth management. - Excellent communication and interpersonal skills. - Ability to work effectively in a team environment. - Relevant experience in wealth management or financial advisory services. - Certification such as CFP, CFA, or equivalent would be an advantage. If you are interested in this opportunity, please send your resume to alina@nayaconnect.com.,

Posted 5 days ago

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2.0 - 8.0 years

0 Lacs

karnataka

On-site

At PwC, our people in finance consulting specialize in providing consulting services related to financial management and strategy. You will analyze client needs, develop financial solutions, and offer guidance and support to help clients optimize their financial performance, improve decision-making, and achieve their financial goals. In financial operations at PwC, your specialization will be in improving the efficiency and effectiveness of financial operations within organizations. Your work will involve assessing financial processes, identifying areas for improvement, and designing and implementing solutions to streamline financial operations, enhance controls, and reduce costs. You will be responsible for providing guidance on financial systems implementation, process automation, and financial shared services. As a team member, you will work with the US project team on engagements that may involve (but not limited to): - End-to-end Treasury Management System implementation / reimplementation - Establishing connectivity with banks for bank statement reporting and enabling cash management processes (cash positioning, forecasting), investments and debt management using Treasury Management System as the enabling technology - Implementation of FX, Commodity, and IR risk management with Treasury Management System - Implementation of in-house bank using Treasury Management System as the enabling technology - Treasury process optimization using functionalities of Treasury Management System - Providing product support services for clients TMS - Providing proposal support for business development, driving business development activities such as creation of conference materials, and contributing to thought leadership and whitepapers An ideal candidate for the Finance Treasury Transformation practice of PwC Advisory Acceleration Center should be proficient in one or more of the following areas: - Advising global organizations on improving efficiency and effectiveness in Treasury processes - Having strong business acumen, with an ability to understand how business processes and decisions impact people and organization - Ability to conduct walkthroughs, workshops, and meetings involving various business stakeholders - Experience/knowledge in financial markets, banking, and accounting. Familiarity with Treasury processes (e.g., cash management, financial instruments, FX and counterparty risk management, bank account management, etc.) and transaction processing, cash flow forecasting, and internal and external reporting - Hands-on experience with Treasury Management System implementation activities, including requirements gathering and documentation, system design, hands-on configuration and unit testing, developing test cases and scripts, supporting test execution and results documentation, data migration and reconciliation, hypercare, product support, etc. - Proficiency in Microsoft Office suite of products such as PowerPoint, Visio, Excel, Word, etc. - Working knowledge of any Digital Tools and accelerators such as Alteryx, PowerBI, Tableau, UiPath, etc. would be an added advantage Desired Skills: - Strong analytical and numerical skills, and domain knowledge - Effective storytelling and communication skills to various audiences (written and verbal) - Strong work ethic, proactive and professional behavior - Strategic and creative thinker, problem solver - Supports engagement manager in delivering engagements by identifying and addressing client needs - Exhibits a strong ability to work independently as well as in a highly collaborative team environment - Upholds the firm's code of ethics and business conduct Educational Background: - An undergraduate degree from top institutes followed by relevant work experience (Core Consulting experience would be an added bonus), or - MBA in Finance from a premium B-School / Qualified CA / CPA/ ICWA / CMA with relevant consulting experience Additional Information: - Travel Requirements: Travel to client locations may be required as per project requirements. - Line of Service: Consulting Solutions - Horizontal: Finance Transformation - Treasury - Past Experience: 2 - 8 years of prior relevant post-qualification work experience,

Posted 6 days ago

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2.0 - 6.0 years

0 Lacs

maharashtra

On-site

As a finance consultant at PwC, you will specialize in providing consulting services related to financial management and strategy. Your role involves analyzing client needs, developing financial solutions, and offering guidance and support to help clients optimize their financial performance, improve decision-making, and achieve their financial goals. Within the financial operations department, you will focus on enhancing the efficiency and effectiveness of financial operations within organizations. This includes assessing financial processes, identifying areas for improvement, and designing and implementing solutions to streamline financial operations, enhance controls, and reduce costs. Your responsibilities will also entail providing guidance on financial systems implementation, process automation, and financial shared services. Key Responsibilities You will work as part of a team of problem solvers with extensive consulting and industry experience, assisting clients in solving complex business issues from strategy to execution. Specific areas of focus include but are not limited to: - Finance Strategy & Vision: Assist the finance function in defining the finance vision, outlining a clear set of value propositions, preparing a roadmap for finance transformation strategy, and developing a finance target operating model. - Shared Services: Define finance service delivery models, conduct feasibility studies, develop business cases, and program manage transitions. - Business Process Re-engineering: Perform current state assessments, identify areas of improvement, build transformation roadmaps, and design future state processes for cost-effective operations. - Deals Related Services: Provide post-merger integration and transaction support, assist with acquisition support, and Day-1 readiness for finance & accounting functions. - Financial Planning & Analysis: Assess existing planning functions, develop the vision for the end-state planning cycle, and design improvement roadmaps. - Close & Reporting: Optimize financial close processes and design regulatory compliant reporting models. - Working Capital Optimization: Analyze and define strategies for cash management, optimize cash flow and liquidity, and evaluate investment alternatives. - Digital in Finance: Design and implement digital finance platforms to enable higher efficiency and productivity. - Tech Led Transformation: Design and implement tools & technologies like BlackLine or Trintech to streamline the financial close process. Knowledge Required An ideal candidate for the Finance Transformation practice of PwC Advisory Acceleration Center should be proficient in one or more of the following: - Working knowledge in finance, management accounting, reporting, shared services, and/or knowledge in any sector. - Strong business acumen with an ability to understand how business processes and decisions impact people and organizations. - Proficiency in Microsoft Office suite and digital tools like Alteryx, PowerBI, Tableau, UiPath would be an added advantage. Desired Skills - Strong analytical and numerical skills, effective storytelling, and communication skills. - Strong work ethic, proactive and professional behavior, strategic and creative thinking. - Ability to work independently and in a collaborative team environment. Educational Background - MBA from a premium B-School or Qualified CA/CPA/ICWA/CMA with relevant consulting experience. Additional Information - Travel Requirements: Travel to client locations may be required as per project requirements. - Line of Service: Consulting Solutions - Horizontal: Finance Transformation - Past Experience: 2 - 6 years of prior relevant post-qualification work experience.,

Posted 6 days ago

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13.0 - 17.0 years

0 Lacs

maharashtra

On-site

As a member of the Investment Banking Deal Origination team at A. K Group, you will play a crucial role in identifying and building relationships with new capital market partners. Your responsibilities will include analyzing different sectors, preparing pitch presentations, negotiating deals, and sourcing mandates. You will be tasked with managing all aspects of deal origination, including documentation, due diligence, legal liaison, and maintaining high standards of transaction management. One of your key objectives will be to source corporate clients and analyze their funding requirements related to Project Loans, Term Loans, Working Capital, and Structured Financing needs. Building strong relationships with debt issuers and developing executive sponsorship with partners such as rating agencies and lawyers will also be essential aspects of your role. Your role will require you to devise strategies to deepen relationships, identify revenue opportunities, and introduce new products to the market. You will be responsible for managing deal flow, maintaining a pipeline of syndicated deals, and representing the company in various in-house and external forums. Additionally, cultivating strong relationships with promoters and CFOs of Mid Corporate and Large Corporate clients will be a crucial part of your responsibilities. To excel in this role, you must possess excellent communication skills and negotiation abilities. Extensive experience in dealing with Financial Institutions and Corporate Treasuries, along with a solid understanding of Fixed Income products, will be highly beneficial. Proficiency in number crunching, data analysis, and interpreting financial information using MS-Office tools like Word, Excel, and PowerPoint is essential. As a post-graduate candidate, you are expected to be detail-oriented, precise, organized, and capable of working independently while effectively managing and prioritizing multiple tasks simultaneously. By joining A. K Group's Investment Banking Deal Origination team, you will have the opportunity to contribute to the growth and success of a leading Bond House in India. For more information about A. K Group and its range of financial products and services, please visit our website at www.akgroup.co.in.,

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you. DBS India Consumer Banking Group, which includes digibank (Retail Banking) and Treasures (Wealth Segment), serves over 2.6 million customers worldwide with a complete range of banking and wealth management services. It is a business that focuses on quality customer acquisition through multiple acquisition channels, customer-centric value propositions, and innovative and efficient distribution channels. DBS has been at the forefront of adapting and incorporating rapid changes in technology to understand and serve customer needs better. The role of Treasures Virtual Relationship Manager is crucial within the Consumer Banking Group Business, responsible for engaging with clients across India and globally, greatly enhancing the client experience through the effective use of technology. A high level of customer-centricity, interpersonal relationships, complemented by a multi-channel approach to relationship management via online and digi app are critical to succeed in this role. Key Accountabilities: - Acquire clients through e-boarding of the provided leads and nurture the relationship for AUM build up in a steady manner. - Establish the Virtual Relationship Channel as a major revenue contributor through effective engagement with clients via multiple communication channels. - Ensure the right balance of the product mix and balance NTB (New to Bank NR customers) with increased penetration of existing customers to deepen the wallet share. - Drive and deliver a radical improvement in customer satisfaction scores through timely engagement and redressal of client enquiries. - Ensure the highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in onboarding of new clients. - Empower DBS IN clients to embrace the value delivery channels to improve transaction efficiency and effectiveness. Job Duties & Responsibilities: - Quality engagement with Emerging Affluent and Treasures clients to retain and develop sustainable relationships. - Ensure effective and efficient onboarding, client coverage, and client economics. - Coordinate and drive timely investment and insurance portfolio reviews partnering with Investment / Insurance / Wealth specialists in Cluster locations. - Establish relationships with the clients based on opportunities identified by key acquiring channels such as SME / CEP/IBG/ DBS Experience Centers or influencers for onboarding the clients and ensure qualification as Treasures based on the stipulated criteria. - Ensure service delivery by ensuring appropriate workflows and processes including digital onboarding, upgrades, Scan / E-mail based wealth transactions, doorstep banking services, digital and remote account maintenance (Re-KYC / Risk Reviews) etc. - Work closely with Cluster locations, Operations, and other stakeholders to ensure that customer instructions are executed correctly and in a timely manner. - Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes, and competitiveness of products and services. - Maintaining an awareness of relevant products and services available to provide the best solutions for clients as per their identified needs and aspirations. - Supporting process and product improvement initiatives, providing customer feedback on service and product offerings, and ensuring compliance with internal audit and regulatory requirements and quality assurance. - Adhere to DBS India and Group standards on the code of conduct and controls in line with bank values and expectations. Requirements: - Servicing high net worth clients at a financial institution / KPO. - While technical competence is not essential, the ability to handle client requests via e-channels and versatility with digital tools would be beneficial. - Good knowledge of wealth management products, both investment and insurance. - Customer-oriented and able to capture customer financial needs. - Holder of relevant insurance, investment certification requirements (AMFI / IRDAI Composite license) would be an advantage. - Good command of spoken English and Hindi. Fluency in other regional languages (Marathi, Bengali, Tamil, Telugu etc.) would be an advantage. Education / Preferred Qualifications: - University-level education, preferably in finance, business, or a related discipline. Postgraduation in marketing or finance or banking would be desirable. Core Competencies: - Selling and team influencing skills to grow customer numbers and customer product uptake. - People Management. - Communication Skills. - Drive for Action. - Ability to work in an ambiguous environment. - Excellent understanding of the Bank's Strategy and ability to interpret this and execute effectively to grow customer wallet share. - Proven track record in the execution of sales or marketing strategy that resulted in business growth. Work Relationship: - Ensuring remote coverage and engagement of customers along with Branch teams for support. - Close interaction with Channels / Segments and Clusters to ensure consistent delivery of service and business objectives. DBS India - Culture & Behaviours: DBS is committed to building a culture where all employees are valued, respected, and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value-driven behaviors are: - Demonstrate Business Performance through PRIDE 2.0 Value Based Propositions. - Ensure Customer Focus by Delighting Customers & Reduce Complaints. - Build Pride and Passion to Protect, Maintain, and Enhance DBS Reputation. - Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement. - Maintain the Highest Standards of Honesty and Integrity. Primary Location: India-Maharashtra-Pune-DBIL Job: Product Sales Schedule: Regular Job Type: Full-time Job Posting: Sep 3, 2025, 10:30:00 AM,

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5.0 - 9.0 years

0 Lacs

thane, maharashtra

On-site

Shape the future of Siemens Digital Industries India as the Head of Financial Planning & Analysis. In this pivotal leadership role, you will be at the helm of financial excellence and digital transformation, driving strategic growth through data-driven insights and innovative financial solutions. You will be the architect behind our growth story, responsible for financially steering and developing strategies to accelerate business success, closely collaborating with the DI India Sales FIN Head. Job Location: Mumbai OR Gurgaon. Your Key Responsibilities: Financial Strategy & Business Excellence: Spearhead DI Indias financial performance through data-driven insights and strategic opportunity identification. Design and implement robust financial strategies and performance tracking mechanisms. Execute budgeting and forecasting with actionable deviation analysis. Provide financial intelligence to support executive decision-making. Architect comprehensive sales and financial analytics framework in partnership with Zone FIN FP&A. Leadership and Team Development: Champion accountability and high performance within teams. Foster a culture of excellence, collaboration, and continuous improvement. Accelerate team capabilities to ensure the team stays current with evolving financial practices and tools. Collaboration & Value Creation: Navigate the matrix environment leveraging strategic networks to deliver business outcomes. Forge strategic alliances across business, driving commercial excellence through collaborative leadership. Align regional strategies with global financial objectives to drive maximum impact. Qualifications & Experience: Chartered Accountant with Business experience in Finance, Sales, or Corporate Finance along with 5+ years in a leadership role. Comprehensive command of financial standards to drive best-in-class accounting controls and reporting mechanisms. Experience in motivating and leading teams and driving change management within and outside the team. Track record of driving innovation and digital transformation in reporting and analytics. Excellent communication, stakeholder management, and strategic thinking. We value you: You are much more than your qualifications, and we believe in the potential of every single candidate. We look forward to getting to know you! Your individual personality and perspective are important to us. We create a working environment that reflects the diversity of society and supports you in your personal and professional development. Let's get to know your authentic personality and create a better future together. As an equal-opportunity employer, we are happy to consider applications from individuals with disabilities. In the case of equal qualifications, severely disabled applicants and applicants with equivalent status will be given preference. Ready to transform the future of Siemens Digital Industries Join us on this exciting journey! Please note that the official start of this role is planned for October 1st, 2025, as part of our ongoing transformation journey towards a ONE TECH Company. As such, it plays a key role in shaping the future of our organization. The individual benefits are subject to regulatory, contractual, or corporate conditions.,

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10.0 - 14.0 years

0 Lacs

rajkot, gujarat

On-site

The role of a Senior Relationship Manager in Mumbai within the Retail Banking department of Branch Banking involves providing financial solutions tailored to the needs of Non-Resident Indian (NRI) customers while delivering exceptional customer service. Collaboration with product and operations teams is essential to drive customer acquisition, servicing, and relationship deepening within the designated branch. The primary focus is on managing New-To-Bank (NTB) non-resident clients to contribute to the overall branch banking objectives. Responsibilities include increasing customer liabilities through existing NRI accounts, enhancing customer profitability, monitoring account activities, maintaining customer engagement, and generating new sales leads. Additionally, cross-selling various investment and non-investment products to both new and existing customers is a key aspect of the role. The Senior Relationship Manager is also tasked with evaluating growth strategies, recommending process improvements, and conceptualizing sales promotions and marketing initiatives based on competitor analysis and customer feedback. A strong understanding of the Banking Industry, FEMA regulations, NRI Customer Behavior, and Financial Markets is required. Managerial responsibilities involve attracting and retaining top talent, monitoring employee productivity and attrition rates, and supporting teams to achieve growth targets. Key success metrics for this role include CA/SA and TD growth targets, customer acquisition targets, and product cross-sell targets. Qualifications for this role include a graduate degree (any discipline), with preference given to candidates holding an MBA from a Tier 1 institution. A minimum of 10 years of relevant branch banking experience within the BFSI industry is required, specifically in the functional area of Retail Banking.,

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5.0 - 9.0 years

0 Lacs

maharashtra

On-site

Ready to be a part of a game-changing team that thrives on defying the impossible Founded in 2001, by two visionary traders, PCS Wireless, affectionately known as PCS, is not your average mobile device distributor. Led by fearless entrepreneurs, PCS has completely transformed the landscape of the device resell market, both from a business and a consumer perspective. Today, PCS is a recognized global leader powering the secondary market. Collaborating with industry giants, PCS buys and sells mobile devices and products worldwide through partners and programs, extending a device's lifecycle efficiently. With operations in major markets worldwide, PCS caters to a diverse clientele of more than 1,500 customers. The role of the NetSuite Functional Consultant in Finance at PCS Wireless involves providing financial solutions to enhance NetSuite's key financial and operational processes. The consultant will work towards improving the efficiency of NetSuite usage, the effectiveness of NetSuite-related processes, and the reliability of data for various business functions within PCS. Responsibilities include collaborating with business function owners and leaders within PCS to identify and address business needs that can be enhanced through NetSuite solutions. The consultant will develop and optimize financial reports, dashboards, and KPIs within NetSuite, support month-end and year-end close processes, and manage automated processes in a heavily customized NetSuite environment. Additionally, the consultant will act as the primary documentation owner for all NetSuite processes, recommend and design process improvements, oversee financial implementation or development lifecycle, and identify areas for process improvement within NetSuite. The ideal candidate for this role should have 5+ years of functional experience with NetSuite financial modules and functionalities. Strong understanding of accounting principles, financial reporting, and NetSuite accounting records is essential. Prior experience in consulting, financial system implementation, or managed services company dedicated to delivering NetSuite implementations is preferred. The candidate should possess strong conceptual, analytical, and problem-solving skills, excellent communication skills, customer relationship management skills, and the ability to express complex technical concepts in business terms. PCS Wireless is seeking team players who are continually raising the bar, open-minded, willing to examine their strongest convictions with humility, and embrace differing perspectives to make better decisions. In return, the successful candidate can expect to be part of a supportive, diverse, and global team with a growth mindset, a scaling company with industry professionals, and amazing opportunities to work on exciting projects at significant scale with leading global companies. If you are ready to join this fast-paced company and contribute to its success, apply now!,

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6.0 - 10.0 years

6 - 9 Lacs

jaipur

Hybrid

Job Title: Territory Manager - Rajasthan Location: Jaipur, Rajasthan & Remote Rajasthan About Us: DGV is India's first integrated Dairy Fintech, Insurtech, and Marketplace platform. We are committed to driving financial empowerment and operational efficiency for dairy farmers. Key Responsibilities: Lead sales operations and business development activities within the state. Develop and execute strategies for retail distribution and Business Correspondent (BC) models. Manage and motivate a high-performing team to meet and exceed sales targets. Build and maintain strong relationships with stakeholders, including clients and partners. Identify opportunities to integrate fintech, Agri-tech, or rural outreach solutions. Analyze data to inform market strategies and drive informed decision-making. Contribute to the growth and development of a fast-paced, dynamic start-up environment. Qualifications: Bachelors or Masters degree in Business, Finance, or a related field. 610 years of experience in sales, with a strong preference for experience in retail distribution or BC models. Proven leadership experience with a track record of managing teams successfully. Experience in fintech, Agri-tech, or rural outreach programs is highly desirable. Passionate about technology-driven financial solutions and empowering dairy farmers. Strong analytical, reporting, and market research skills.

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7.0 - 10.0 years

7 - 10 Lacs

bengaluru, karnataka, india

On-site

The Portfolio Manager - Small Business Banking will manage a portfolio of small business clients, offering tailored financial solutions. Responsibilities include assessing clients financial needs, offering lending products, and ensuring timely portfolio performance. Strong knowledge of small business banking products, client relationship management, and risk analysis is essential for this role.

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5.0 - 9.0 years

0 Lacs

maharashtra

On-site

You will be joining Niwish, a fast-growing fintech startup that is revolutionizing the digital gold and silver investment space by providing seamless access to digital and physical gold through a cutting-edge digital experience. As the Manager Growth (Enterprise) in Mumbai, your primary responsibility will be to drive the expansion of Niwish's B2B2C digital gold solutions. Your role will involve acquiring, onboarding, and activating enterprise partners such as fintech apps, banking platforms, e-commerce, and loyalty programs to integrate digital gold into their apps and tech stack. Additionally, you will develop and execute B2B sales strategies for corporate gifting and employee rewards, as well as lead the Niwish Goldbacks loyalty and rewards program. This position is target-driven and offers a clear path to a leadership position within the company. Key Responsibilities: - Identify and onboard enterprises for B2B2C integrations of digital gold. - Develop and execute B2B sales strategies for corporate gifting and employee rewards. - Lead the expansion of Goldbacks program, integrating digital gold as a redemption option for loyalty and reward programs. - Ensure seamless onboarding of enterprise partners with product training, API integrations, and ongoing support. - Drive engagement and usage of digital gold solutions through proactive partner success strategies. - Manage partner incentives, track performance metrics, and optimize processes for smooth execution. - Work cross-functionally with product, tech, and marketing teams to enhance B2B offerings and drive adoption. Qualifications & Experience: - Proven experience in enterprise sales, B2B2C integrations, loyalty & rewards, or corporate gifting. - Strong understanding of APIs, integrations, and digital financial products. - Ability to develop and execute GTM strategies for enterprise adoption. - Excellent negotiation and stakeholder management skills. - Strong analytical mindset to track and optimize partner performance. - Self-driven and target-oriented with an entrepreneurial approach. Skills & Competencies: - Strong relationship management and negotiation skills. - Experience in wealth management or luxury financial solutions. - Data-driven mindset with an ability to track and optimize performance. - Ability to work in a fast-paced, target-driven environment. Why Join Us - Opportunity to be part of a high-growth fintech and work with an elite clientele. - Rapid career growth with a clear pathway to leadership roles. - Work in a premium wealth-tech environment with an agile and passionate team. - Competitive salary and performance-based incentives.,

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5.0 - 9.0 years

0 Lacs

maharashtra

On-site

As the AVP - Distribution Asia Pacific - Trade Finance and Lending (TF&L) in the Corporate Bank located in Mumbai, India, you will be responsible for specializing in providing comprehensive financial solutions to support trade finance activities, Working Capital management, corporate loans, Project Finance, Natural Resource Finance, and Export Credit Agency (ECA) financing. The Trade Finance & Lending Distribution Team is seeking a highly motivated and experienced professional to join them, where you will play a crucial role in distributing loans and trade finance products to investors, ensuring efficient transaction execution, and contributing to the business's growth. Your focus will involve supporting de-risking and hedging solutions for trades and a select portfolio of TF&L transactions within the APAC region, from strategy to execution. This role offers the opportunity to collaborate with a global team based in hubs such as New York, London, Germany, Dubai, and Singapore. Some benefits you can enjoy as part of our flexible scheme include a best-in-class leave policy, gender-neutral parental leaves, 100% reimbursement under childcare assistance benefit, sponsorship for industry-relevant certifications and education, Employee Assistance Program, Comprehensive Hospitalization Insurance, Accident and Term life Insurance, and Complementary Health screening for individuals aged 35 years and above. Your key responsibilities will involve supporting distributing and de-risking activities for clients in APAC and Rest of the World, implementing de-risking strategies in line with internal approvals and policies, growing and retaining a dedicated portfolio of investors, developing strong internal relationships, drafting and reviewing deal-related documentation, staying informed about market trends, and identifying new business opportunities. To excel in this role, you should have familiarity with the APAC markets and macro-economic environments, excellent English communication skills, strong IT skills, comfort with numbers, dedication to high-quality work, organizational skills, autonomy, ability to work efficiently on various tasks, a degree in finance (preferably an MBA), and flexibility with working hours to support Singapore working hours. You will receive training, coaching, and support to excel in your career, along with a culture of continuous learning and a range of flexible benefits tailored to suit your needs. For further information about our company and teams, please visit our company website: https://www.db.com/company/company.htm. We strive for a culture that empowers employees to excel together every day, promoting responsibility, commercial thinking, initiative, and collaboration. Together, we celebrate the successes of our people as the Deutsche Bank Group and welcome applications from all individuals to create a positive, fair, and inclusive work environment.,

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0.0 - 4.0 years

0 Lacs

madurai, tamil nadu

On-site

You will be joining Sakthi Associates, a prominent collection agency located in Madurai that focuses on debt recovery and financial solutions. Our primary goal is to help banks, financial institutions, and businesses recover outstanding dues using ethical and professional collection methods. As part of the team, you will be expected to have at least a degree or diploma qualification.,

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5.0 - 9.0 years

0 Lacs

karnataka

On-site

At PwC, our finance consulting professionals specialise in providing consulting services related to financial management and strategy. You will analyse client needs, develop financial solutions, and offer guidance to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. In financial operations at PwC, you will focus on improving the efficiency and effectiveness of financial operations within organisations. Your responsibilities will include assessing financial processes, identifying areas for improvement, and designing and implementing solutions to streamline financial operations, enhance controls, and reduce costs. Additionally, you will provide guidance on financial systems implementation, process automation, and financial shared services. As a valued member of our team, you are expected to adapt to our fast-paced environment, take ownership, and consistently deliver quality work that drives value for our clients and contributes to the team's success. To excel in this role, you should demonstrate the following skills, knowledge, and experiences: - Apply a learning mindset and take ownership of your own development. - Appreciate diverse perspectives and needs of others. - Develop habits to sustain high performance and unlock your potential. - Actively listen, ask questions for clarification, and articulate ideas clearly. - Seek, reflect, act on, and provide feedback. - Gather information from various sources to analyze facts and identify patterns. - Commit to understanding the business operations and building commercial awareness. - Learn and apply professional and technical standards, uphold the Firm's code of conduct, and adhere to independence requirements. In managed services at PwC, our professionals focus on providing outsourced solutions and supporting clients across various functions. You will help organisations streamline their operations, reduce costs, and improve efficiency by managing key processes and functions on their behalf. Your expertise in project management, technology, and process optimization will enable you to deliver high-quality services to clients. To succeed in this role, you should possess the following skills, knowledge, and experiences: - Understand SAP systems landscape, architecture, master data, data flows, and processes. Key Responsibilities: - Conduct regular system audits and updates to ensure data integrity and system performance. - Assist in the design and implementation of system enhancements and process improvements. Basic Qualifications: - Bachelor's Degree - 5-8 years of relevant experience This position offers an exciting opportunity to contribute to the success of our clients and work collaboratively within a dynamic team environment at PwC.,

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10.0 - 14.0 years

0 Lacs

maharashtra

On-site

The Finance Solutions Group Manager is accountable for the management of complex/critical/large professional disciplinary areas. You will lead and direct a team of professionals, requiring a comprehensive understanding of multiple areas within a function and how they interact to achieve the objectives. Your role will involve applying an in-depth understanding of the business impact of technical contributions and necessitates strong commercial awareness. You will be responsible for delivering a full range of services to one or more businesses/geographic regions, exercising control over resources, policy formulation, and planning. Your accountability extends to the end results of the area, affecting a sub-function primarily. Short- to medium-term planning of actions and resources for your own area will be a part of your responsibilities. Management of people, budget and planning, including performance evaluation, compensation, hiring, disciplinary actions, and terminations, as well as budget approval, will fall under your purview. Responsibilities: - Contribute to the design, roll-out, and governance of financial solutions - Participate in formulating and setting strategic direction for Finance across Citi businesses, products, functions, and locations - Assist in setting business and information architecture standards for Finance - Play a part in settling and operating necessary forums and frameworks for global Finance processes - Assess and incorporate changing business, regulatory, and market information needs into finance processes and applications - Manage complex/critical/large professional disciplinary areas - Lead and direct a team of professionals - Apply in-depth knowledge of the business impact of process design and technical contributions - Deliver a full range of services to one or more businesses/geographic regions - Interact with peers within the firm and externally, including regulators and professional organizations - Provide advice to internal clients on business trends, issues, operating environment changes, and firm or business unit strategy - Perform other duties and functions as assigned Qualifications: - 10+ years of relevant experience in the financial services industry - Comprehensive knowledge of multiple areas within a function - Communication and diplomacy skills to guide and influence others - Ability to manage competing priorities in a complex and dynamic environment - Self-motivated with the ability to make decisions in the absence of detailed instructions - Proficient in Microsoft Office skills - In-depth knowledge of banking products/systems is highly preferred - CPA preferred Education: - Bachelor's degree in finance, accounting, or other business-related field of study - Master's degree preferred The Capital Controllers Transformation team is responsible for transformation projects of capital metrics such as Risk-weighted Assets (RWA) and Supplementary Leverage Exposure (SLE). In this role, you will focus on the strategic transformation and remediation of core issues affecting the Derivatives RWA/SLE process to address regulatory findings and consent orders. You will manage all aspects of the remediation, including root cause analysis, devising a solution, defining remedial actions, managing changes in technology systems and processes, and working with independent testing/control groups to ratify the change. Sound knowledge of SA-CCR calculations is required for this role.,

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2.0 - 6.0 years

0 Lacs

coimbatore, tamil nadu

On-site

You will be responsible for developing a sales strategy and achieving budgeted sales targets while effectively managing sales activities. Your role will involve recruiting, mentoring, motivating, and guiding a team towards success. Your responsibilities will include developing and managing sales forecasting and operating plans by partner and geography, as well as analyzing the marketing position in branch offices to drive business growth. You will also be in charge of managing employee productivity ratios, customer acquisition, persistency, and regularity. Additionally, you will train subordinates to enhance their skills, conduct training sessions on financial solutions, selling skills, lead prospecting, and closing techniques. It will be essential for you to be willing to travel as needed to support the business objectives. You will be accountable for achieving business targets such as customer uptake, channel partner activation, training, and certification. Furthermore, you will prepare, manage, and reconcile sales and other business reports, as well as address customer and field staff grievances in the field. As a leader, you will provide sales support through leading by example, offering guidance to field staff, and handling basic cleaning tasks when necessary. Moreover, you may need to fill in for absent staff and communicate effectively with guests while providing assistance with their queries. Key Skills: - Strong communication skills - Excellent analytical, problem-solving, and organizational abilities - Efficient time management Experience and Qualifications: - 2 to 5 years of experience in the Retail/FMCG industry This is a full-time position with benefits such as cell phone reimbursement and Provident Fund. The work schedule is during day shifts with a yearly bonus. The work location is in person.,

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7.0 - 11.0 years

0 Lacs

maharashtra

On-site

The primary purpose of this role is to generate and develop new equipment finance business by building relationships and executing financial transactions. As a sales professional, you will focus on selling financial solutions to the Manufacturing and Healthcare sectors. This role requires individuals who are highly motivated, sales-driven, and possess exceptional sales skills and vendor management expertise. The ideal candidate should have 7-10 years of experience in the Indian Banking/FI sector, specifically in Equipment Finance and Leasing within the Industry and Medical Equipment sectors. Your key responsibilities will include representing SFSPL to potential clients in the Industry sector through various communication channels, actively managing the sales process, maintaining a pipeline, and ensuring timely sales administration. You will be expected to spend a significant amount of time meeting clients face-to-face and interacting with internal teams. Additionally, you should have a basic understanding of financials, be capable of early screening, and be able to convince the risk team on transaction risks and mitigants. In terms of relationships, you will be required to manage relationships with various vendors, risk, asset management, collections, commercial, and legal departments to facilitate smooth communication and successful transaction execution. To be successful in this role, you should have 7-10 years of proven experience in equipment financing, with a focus on external customer-facing sales. You should be highly motivated, tenacious, and driven, with a passion for growth and a belief that fun and great business go hand in hand. Preferred qualifications include being a graduate and computer literate. Key skills and knowledge required for this role include a strong understanding of the sales process, confident negotiation abilities, client management skills, problem-solving capabilities, and excellent communication skills. You should be able to work independently, prioritize tasks, and demonstrate honesty, integrity, and initiative in problem-solving. The key competencies expected from you include being a change agent, coach, communicator, creative innovator, decision-maker, organised planner, performance manager, personal leader, problem solver, account manager, business developer, commercially aware, customer-centric, data literate, networker, and sales marketer. By signing below, you acknowledge that you have discussed and understood the job content. Signed (Job Holder) Signed (Manager),

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0.0 - 4.0 years

0 Lacs

ahmedabad, gujarat

On-site

You will be responsible for generating and closing leads through field sales, client visits, and networking. Your role will involve promoting mutual funds, stock market, and loan services to potential clients and developing strong relationships by understanding their financial needs. Additionally, you will conduct business meetings to offer financial solutions, work closely with the team to enhance product knowledge and improve strategies, and maintain accurate sales records while adhering to compliance guidelines. Rukmani Financial Services is dedicated to being your partner on the financial path. With offerings in the stock market, investments, loans, and insurance, we are committed to creating prosperity for our clients. Our focus lies in providing tailored financial solutions and expert guidance to ensure that your financial goals become a reality.,

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0.0 - 4.0 years

0 Lacs

bhubaneswar

On-site

Join as an Assistant Manager in Axis Bank. The role of a Branch Relationship Officer (BRO) involves deepening Customer Relationships through exceptional Customer Service and Sales of Banking products. This includes providing Financial Solutions to Existing Customers, deepening Engagement with Existing Customers, and introducing them to Digital Banking. Additionally, ensuring timely processing of customer transactions within defined Turnaround Time (TAT) is a key responsibility. For more information, you can directly connect to 8338899958 or apply through the specified channel. This is a Full-time position with benefits including Health insurance, Day shift schedule, and Performance bonus. The ideal candidate should possess a Bachelor's degree. Expected Start Date for this position is 16/06/2025.,

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5.0 - 7.0 years

0 Lacs

hyderabad, telangana, india

On-site

Territory Sales Manager - Hyderabad To generate and develop new equipment finance business through new and existing relationships and execute the same financial transactions. The candidate will be consummate and credible sales professional selling financial solutions to reputed industrialist in the machine tool, plastics, wood working, packaging sectors. The role is focused purely on generating new business and is suited to people who are sales hungry and who can exploit their exceptional sales skills and vendor management with effective and successful results. An Ideal Candidate is who has spent 7-10 years in the Indian Banking/FI sector selling Equipment Finance and Leasing in the Industrial Sector. In case we find an exceptional Sales candidate, who has spent at least 2-3 years in Financing Industrial Equipment's, we might consider his candidature. Total Experience required is 5-7 years and Exposure in selling financial product in an NBFC will be an added advantage. Key Accountabilities: SFSPL representation to potential Industrial clients through direct communication in face-to-face meetings, presentations, telephone calls and emails. Generate enquiries through various suppliers of metal cutting, metal forming, plastics, genset and wood working equipment. Manage existing customers assigned to you, for their future requirements as well as generate business through their references as well. You will be expected to spend 60-80% of your time out of the office in meetings. Actively and successfully manage the sales process: lead generation credentials presentation asking questions solution presentation negotiation close handover to the counterparty (internal team) and subsequent follow up and process management. Possess drive, motivation and acute attention to detail in ensuring all sales opportunities to are captured and explored. You will have individual responsibility for new business and are expected to self-manage however, you will be part of a particularly enthusiastic, successful and expanding team. Support is also available from the Regional Sales Head. Managing and maintaining a pipeline and ensuring all sales administration is complete and timely. You will effectively interact with other departments. Understanding customer requirements and working to find solutions for the same Basic understanding of financials and capability to do early screening Convincing risk team on the transaction risks and mitigants Relationships: Vendor management - Industrial Equipment Vendors Risk Asset Management Collections Commercial and Legal The purpose of these relationships is to ensure smooth and clear interdepartmental communications in order to facilitate either a transaction or initiative through to successful activation and fulfilment. Personal Change Agent - Advanced level has a positive outlook with a can do approach and demonstrates flexibility. Coach - Foundation tries new approaches to tasks and demonstrates a willingness to learn new ideas. Communicator and Influencer - Mastery, persuades or influences others to accept a point of view and or agree to plans, actions and approaches to which the other person maybe resistant. Creative Innovator - Advanced, makes changes to improve performance within appropriate timeframes and financial budgets. Decision maker - Foundation, demonstrates commitment to accountability for decisions. Organised planner - Advanced, sets milestones, reviews progress and takes appropriate corrective action. Performance Manager - Foundation, manages own performance. Personal Leadership - Advanced level is prepared to engage with all necessary stakeholders in taking the organizations agenda forward. Problem Solver - Advanced, presents ideas that stand up to informed challenge. Technical Account Manager - Advanced, works to maximize and optimize all business opportunities within all allocated customers. Business Developer - Advanced, pro-actively seeks our new business opportunities with target prospects and effectively converts them into prospects customers. Commercial awareness - Foundation, takes a commercial position aligned with the organization goal and their own personal targets to achieve the best possible outcome. Customer Centric - Advanced, places the customer at the heart of all day to day activities. Data literate - Advanced, plan work with data in all required formats, MS office, the company's proprietary software and manually on paper. Networker - Advanced, maintains and develops a rich network of market related contacts that can be leveraged for maximum business benefit. Sales Marketer - Foundation, seeks to understand the broader on f the market sectors that they and their customers operate in. Sales Process - Advanced, contributes to the development of sales process best practice. Experience : 5-7 years working experience with a proven record of success - preferably in equipment financing especially in Industrial Equipment. Essential: It is essential for the individual to have at least 3-5-years of external customer facing sales experience (including manufacturers and suppliers of the segment mentioned above). Inspiration to your colleagues, tenacious, driven and highly motivated sales professional with enthusiasm for growth. Firmly believe that fun and great business go hand in hand. Preferable: Experience of selling different asset types in B2B financing. Experience of working small value transaction and high numbers of transactions through manufacturer /suppliers. Proven success in your sales ability and demonstrable full knowledge of the sales process. Confident negotiator and ability to close the deal. Strong client management skills and ability to keep promises. Capable of hands on problem-solving, with ability to generate ideas and solutions. A positive and determined approach to researching and analyzing new business opportunities. Ability to use own initiative and pay close attention to detail. Ability to cope with competing demands and to priorities tasks. Strong communication skills in all forms including written, oral, email, telephone and presentation. Excellent organizational and time management skills. A positive attitude to dealing with people. Capable of working independently and having responsibility as an individual. Ability to work across many different cultures and nationalities. Honesty, integrity, initiative and creative approach to problem solving. Make your mark in our exciting world at Siemens! This role is based in Hyderabad . We're Siemens. A collection of over 379,000 minds building the future, one day at a time in over 200 countries. We're dedicated to equality, and we encourage applications that reflect the diversity of the communities we work in across Gender, LGBTQ+, Abilities & Ethnicity. All employment decisions at Siemens are based on qualifications, merit and business need. Bring your curiosity and imagination and help us shape tomorrow.

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0.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Opportunity to work with a global organization Opportunity to work with a well known brand as a Manager Job Description Identify and develop new business opportunities within the LCG domain. Build and maintain strong relationships with clients. Collaborate with internal teams to develop customised financial solutions for clients. Prepare and deliver compelling presentations and proposals to prospective clients. Monitor market trends and competitor activities to identify potential areas for growth. Ensure the achievement of revenue targets and business goals. Maintain accurate records of sales activities, client interactions, and progress reports. Contribute to the company's strategic initiatives within the financial services sector The Successful Applicant A successful Manager - Business Development LCG should have: A MBA/PGDM in business, finance, or a related field. Proven expertise in the financial services industry, particularly in banking or ratings. Excellent communication and presentation skills to engage with clients effectively. Ability to identify and capitalise on business opportunities. Strong analytical and problem-solving skills to deliver tailored solutions. Experience in managing client relationships and achieving business targets. What's on Offer Competitive salary Generous holiday leave policy to support work-life balance. Opportunities for professional growth and development within the organisation. Exposure to a collaborative and supportive company culture in the financial services industry. If you meet the above criteria and are looking to advance your career as a Manager - Business Development LCG in Mumbai, we encourage you to apply

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