146 Financial Solutions Jobs - Page 2

As a candidate for this role, you will be responsible for: - Building and maintaining strong relationships with key clients and stakeholders in the Erode region. - Identifying and pursuing new business opportunities to expand the bank's customer base. - Understanding customer needs and providing tailored financial solutions. - Achieving sales targets and contributing to the overall growth of the bank. - Conducting market research to identify trends and opportunities. No additional details about the company were mentioned in the job description.,

In this role at DBS Consumer Banking Group, you will be responsible for managing and maintaining a portfolio of CASA (Current Account and Savings Account) clients to ensure high customer satisfaction and retention. Your key responsibilities will include: - Proactively identifying and capitalizing on cross-selling and up-selling opportunities to grow the CASA business - Providing personalized financial solutions and advice to clients, addressing their specific needs and goals - Collaborating with other teams within the Consumer Banking Group to deliver a seamless and integrated customer experience - Actively participating in client acquisition activities, such as events and outreach programs,...

Job Requirements Job Description: Branch Relationship Manager at IDFC FIRST Bank Company Overview IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. We are looking for a highly motivated and dynamic individual to join our team as a Branch Relationship Manager in Kharsia, Chhattisgarh. Job Title: Branch Relationship Manager Job Type: Full-Time Job Category: Others Department: Retail Banking > Rural Banking > Liabilities > Branch Banking > Branch Sales Location: Kharsia, Chhattisgarh, India Additional Parameters Minimum 3 years of experience in sales and relationship management in the banking or financial servi...

Job Requirements Work Experience Job Title Regional Head Place of Work - Bangalore Business Unit - Retail Banking Function Business Banking Job Purpose The Regional Head of Business Banking is a senior leadership role responsible for overseeing and driving the performance of business banking operations within a designated region. This includes managing teams, achieving financial targets, driving book growth, enhancing customer experience, and ensuring compliance with regulatory standards. The role requires a strategic mindset, strong leadership, an in-depth understanding of the business banking and collaboration with teams - Product, Operations, Sales, IT, Credit, BIU and other stakeholders....

As a member of the finance consulting team at PwC, your role will involve specializing in providing consulting services related to financial management and strategy. This includes 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. **Key Responsibilities:** - Assessing financial processes within organizations - Identifying areas for improvement in financial operations - Designing and implementing solutions to streamline financial operations, enhance controls, and reduce costs - Providing guidance on financial systems implementation, process a...

In this role at DBS Consumer Banking Group, you will be responsible for providing personalized financial solutions and advice to clients, tailored to their unique needs and goals. Your key responsibilities will include: - Proactively engaging with clients to understand their financial situation, risk profile, and investment objectives - Recommending and facilitating the opening of appropriate banking products and services, such as savings accounts, current accounts, and investment portfolios - Assisting clients with account management, fund transfers, and other day-to-day banking transactions - Identifying cross-selling opportunities and promoting relevant products and services to clients - ...

As a Sales Manager located in Noida sec 125, your role involves driving Business Development activities, including Deal Negotiation and Supply Chain Finance, particularly focusing on BL/Working capital loans and B2B sales. You are expected to be a dynamic and innovative individual who thrives on challenges and is passionate about offering tailored financial solutions to enterprises while digitalizing their supply chain processes. Your primary focus will be on expanding the supplier financing vertical through the utilization of advanced technologies and data to develop a cutting-edge and reliable SCF platform. Your key responsibilities include: - Establishing and growing the supply chain fina...

As a Premier Relationship Manager in the Kotak 811 Digital Banking team, you will be responsible for acquiring and managing High Net Worth Individuals (HNIs) and delivering a superior banking experience through personalized engagement and product offerings. This role involves sourcing new customers, deepening existing relationships, and cross-selling a wide range of banking products. You will work closely with internal teams and group companies to provide seamless access to financial solutions, conduct special sales initiatives, and ensure customer satisfaction through timely query resolution and proactive communication. The role demands strong customer orientation, high energy, and a consul...

Job Description: As a High Net Worth Relationship Manager, your role will involve managing and enhancing customer relationships with HNI clients. You will be responsible for deepening existing relationships by offering tailored banking and investment solutions to meet customer needs. Key Responsibilities: - Manage and grow relationships with high-net-worth customers. - Provide personalized financial solutions and advisory services. - Drive sales of banking, investment, and insurance products. - Ensure compliance with bank policies and regulatory requirements. - Deliver excellent customer service to enhance loyalty and retention. Qualifications: - Graduate/Postgraduate with 2-5 years of banki...

Job Requirements Role/ Job Title: Zonal Head Commercial Banking Function/ Department: Commercial Banking Job Purpose Drive regional business development, revenue, and profitability by expanding the mid?corporate client base and increasing wallet share, while ensuring portfolio quality, regulatory compliance, and operational excellence. Translate corporate banking strategy into actionable regional plans, develop and coach RMs, and orchestrate cross?functional delivery for superior client outcomes. Roles & Responsibilities Drive revenue and profitability by expanding the commercial client base and increasing wallet share. Identify and pursue new business opportunities for fund-based and non-fu...

You will be part of a commission-based role that is ideal for individuals with experience dealing with High-Net-Worth Individuals (HNWI) and a passion for real estate investments. This opportunity is perfect for those who have strong connections with investors or are interested in referring clients looking to invest in Texas real estate. - Build and maintain strong, long-term relationships with high-net-worth clients. - Present and promote exclusive real estate and mortgage products to HNWIs. - Guide clients through the home-buying or mortgage process, ensuring a seamless experience. - Identify and pursue new business opportunities to expand the client base. - Collaborate with internal teams...

In this role at PwC as a finance consulting generalist, you will be tasked with analyzing client needs, developing financial solutions, and offering guidance to help clients optimize their financial performance. You will need to possess a broad understanding of various aspects of finance consulting to provide comprehensive support to clients in achieving their financial goals and improving decision-making. Building strong client relationships and learning to manage and inspire others will be essential as you navigate complex situations and deepen your technical expertise. Key Responsibilities: - Analyse client needs and develop tailored financial solutions - Provide guidance and support to c...

You will be a part of the finance consulting team at PwC, focusing on providing consulting services related to financial management and strategy. Your role involves analyzing client needs, developing financial solutions, and offering guidance to help clients optimize their financial performance, improve decision-making, and achieve their financial goals. Additionally, in financial operations, you will specialize in improving the efficiency and effectiveness of financial operations within organizations. Your responsibilities include assessing financial processes, identifying areas for improvement, and designing and implementing solutions to streamline financial operations, enhance controls, a...

As a Corporate Relationship Manager, your primary objective is to manage and enhance client relationships, identify potential business opportunities, and offer financial solutions to corporate clients. Working closely with clients, you will play a crucial role in understanding their financial requirements, structuring deals, and contributing to the overall growth and profitability of the business. - Lead the efforts to acquire new clients within the mid corporate sector, by identifying prospects and converting them into valuable business relationships. - Build and nurture strong relationships with corporate clients in the Mid Corporate segment, understanding their financial goals, challenges...

Role Overview: As a candidate for the role, your responsibilities will include hiring advisors/agents, providing training, and building a successful team to drive business development. You will need to adhere to the required business processes and norms. Your duties will involve hiring part-time job seekers as advisors/agents and conducting client visits. You will be responsible for training your team in lead generation strategies through various channels like social media, networking, referrals, and word of mouth. Additionally, you will need to guide your team in prospecting leads and ensuring they offer the right financial solutions to customers. Incentives will be provided for team buildi...

As a Sales & Business Development professional, your role will involve identifying new business opportunities within the supply chain finance space, with a focus on PID, SID, vendor financing, and dealer financing. Your key responsibilities will include: - Developing and maintaining relationships with key clients, suppliers, and third-party financial institutions. - Generating new leads and converting them into sales by demonstrating the value of trade finance products to businesses. - Creating tailored financial solutions for clients to optimize their working capital needs. - Promoting supply chain financing offerings by highlighting the benefits of improved cash flow, risk mitigation, and ...

As a Branch Leader at Standard Chartered Bank, your role involves overseeing a branch and guiding a team of Wealth Relationship Managers (WRMs) to enhance client relationships, drive business growth, and maintain service excellence. Your responsibilities include: - Overseeing Branch Performance: Ensure strong financial outcomes, operational efficiency, and service excellence - Growing Wealth Business: Guide WRMs in deepening client relationships and expanding wealth solutions adoption - Enhancing Client Experience: Promote relationship-based engagement and customized wealth solutions - Ensuring Operational Standards: Maintain compliance, risk controls, and service quality - Developing & Supp...

Job Description: At PwC, you will 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 role will involve improving the efficiency and effectiveness of financial operations within organizations. 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,...

About Our Company DreamSequence is a creative agency offering digital advertising & video production services. We specialize in animation, social media content and event films. Our clientele includes stellar Fortune 500 names like Mondelez (Cadbury), the Coca-Cola Company, Sun Pharma, Reliance Brands, Hamleys and more. Our creative studio is located in Pali Hill, Bandra West. About The Role This is a full-time on-site role in Mumbai for a Finance Executive. The job role includes: - Carry out all compliances with the Company CA including GST filing, Company return filing and employee TDS filing - Collaborate with management on development and execution of budgets - Ensure long-term financial ...

You will be joining Oceaneering India Center, which has been an integral part of Oceaneering's operations across the globe since 2003. The center caters to various business needs, including oil and gas field infrastructure, subsea robotics, automated material handling & logistics, Subsea Engineering, Robotics, Automation, Control Systems, Software Development, Asset Integrity Management, Inspection, ROV operations, Field Network Management, Graphics Design & Animation, and more. Additionally, it hosts crucial business functions like Finance, Supply Chain Management (SCM), Information Technology (IT), Human Resources (HR), and Health, Safety, Security & Environment (HSSE). Oceaneering offers ...

**Job Description** Yubi stands for transparency, collaboration, and the power of possibility. Yubi aims to disrupt India's debt market and expand globally with a suite of seven products. Yubi fosters an environment of freedom, avenues, and opportunity to unleash potential. YuCollect, part of Yubi Group, is India's first Unified Collections Infrastructure, revolutionizing the debt collections ecosystem with a transparent and technology-driven network. YuCollect empowers stakeholders to build efficient and trustworthy collection processes, setting the standard for collections in the financial landscape. **Role Overview:** As a Subject Matter Expert (SME) at YuCollect, your role involves drivi...

As a Sales Business Development representative in Noida, your role involves identifying and generating new business leads, conducting market research, connecting with potential clients, and providing exceptional customer service. You will be analyzing market trends, presenting financial solutions to clients, and maintaining relationships to facilitate business growth. Key Responsibilities: - Identify and generate new business leads - Conduct market research - Connect with potential clients - Provide exceptional customer service - Analyze market trends - Present financial solutions to clients - Maintain relationships to facilitate business growth Qualifications Required: - Bachelor's degree i...

As a senior level Banker at Citi, your role involves providing strategic advisory services for mergers, acquisitions, and other financial transactions in coordination with the Institutional Banking team. You will leverage your past investment banking experience to enhance Mergers and Acquisitions (M&A) execution and contribute to building Citi's franchise. Key Responsibilities: - Meet revenue and financial goals by establishing and maintaining a pipeline of episodic deals - Ensure proposed client solutions meet internal risk and return standards and anticipate future market changes - Identify and anticipate various risks such as industry, portfolio, diversification, sovereign, commercial, an...

As a Telesales & Customer Service Executive (Inbound/Outbound/Credit Card Sales) working remotely in a call center environment, your role involves promoting and selling credit card products, handling inbound and outbound customer calls, and ensuring high levels of customer satisfaction. Your key responsibilities include: - Achieving assigned monthly KPIs and card acquisition targets. - Conducting telesales activities without mis-selling to meet sales goals. - Contacting potential and existing customers to promote banking products. - Understanding customer needs and recommending appropriate financial solutions. - Cross-selling and upselling products to increase revenue opportunities. - Follow...

As a Team Manager, your prime responsibility is to manage a team of SRM/RM in the state. You will ensure that they effectively interact and liaise with Finance Heads, Accounts Officers, and Key Decision Makers in various Institutions such as Trusts, Societies, Educational bodies, Hospitals, Associations, Clubs, Co-op Banks, Cooperatives, Religious/ Charitable Organizations, Corporate/PSUs retirlas, NGOs, etc. Your goal will be to source business and offer customized financial solutions to meet the needs of these clients. Key Responsibilities: - Drive the growth of your own and regional CASA & TD portfolio by cross-selling products and services such as CMS, Trade/FX, Loans, Fees Collection, a...