Finwizz Financial Services Pvt Ltd

Finwizz Financial Services Pvt Ltd is a financial advisory firm that specializes in providing a range of financial services including investment management, financial planning, and wealth management solutions.

23 Job openings at Finwizz Financial Services Pvt Ltd
Senior Sales Manager Ahmedabad 0 years INR 5.0 - 6.0 Lacs P.A. On-site Full Time

Purpose of this role : The agency sales manager's primary responsibility is to manage agency channel sales for the Future Generali India Insurance Co. Ltd. He/ she is responsible for managing agents, training agents and achieving sales targets for the team. Primary job responsibilities of an agency sales manager are sales target achievement and effective team management. 1. Planning and target setting for the agent sales team. 2. Formulating sales strategies for different products and achieving targets. 3. Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 4. Recruitment and management of agency channel team members. 5. Training, motivating and development of team members. Job Type: Full-time Pay: ₹500,000.00 - ₹600,000.00 per year Schedule: Day shift Work Location: In person

Retired Mumbai, Maharashtra 0 years INR 0.3 - 0.4 Lacs P.A. On-site Full Time

Start your second earnings if you are Retired, home makers, business or not working Fix and Variable income Job Type: Full-time Pay: ₹30,000.00 - ₹40,000.00 per month Schedule: Day shift Work Location: In person

Retired Mumbai 0 years INR 0.3 - 0.4 Lacs P.A. On-site Full Time

Start your second earnings if you are Retired, home makers, business or not working Fix and Variable income Job Type: Full-time Pay: ₹30,000.00 - ₹40,000.00 per month Schedule: Day shift Work Location: In person

Insurance Broker Mumbai, Maharashtra 40 years None Not disclosed On-site Full Time

Live Life on Your Own Terms After Retirement! Exciting earning opportunities are now available for: Retired Individuals Senior Citizens Voluntary Retirement Scheme (VRS) Beneficiaries Homemakers Age Group: 40 to 70 years Whether you're looking to stay active, earn extra income, or pursue a passion, we have flexible options for you Job Type: Full-time Schedule: Day shift Work Location: In person Speak with the employer +91 9821719304

Senior citizens Mumbai 40 years INR 6.0 - 7.2 Lacs P.A. On-site Full Time

Live Life on Your Own Terms After Retirement! Exciting earning opportunities are now available for: Retired Individuals Senior Citizens Voluntary Retirement Scheme (VRS) Beneficiaries Homemakers Age Group: 40 to 70 years Job Type: Full-time Pay: ₹50,000.00 - ₹60,000.00 per month Schedule: Day shift Work Location: In person Speak with the employer +91 9821719304

HVAC Design Engineer Thāne 3 - 10 years INR 4.2 - 7.8 Lacs P.A. On-site Full Time

JOB DESCRIPTION Designation: HVAC Design Engineer Experience: 3-10 Years Location: Thane Roles & Responsibilities: Design stage: Coordination with clients, consultants and vendors as required Site visit to the proposed premises, due diligence and site analysis Preparation of HVAC design as per project requirements and adhering to various codes (national and international), BOQ, specs, make list, etc. Supervise and check all types of HVAC drawings, calculations, SLD, etc. prepared by junior HVAC engineer Prepare project schedule, project reports Getting quotes for the all the services and coordinating with vendors Construction Stage: Site monitoring and keeping record of pending work Follow up with vendors for site work (as per project requirement) Overall monitoring of site work wrt quality of materials used on site, and bringing out deviations in work if any (depending upon project requirements) Post Construction Stage: Facilitating preparation of ‘Design docket’ as required Generating snag list towards the end of the project completion and follow up action plan Job Requirements: BE - Mechanical Candidate should have working experience in a Consultancy firm. Should be capable of designing HVAC & ventilation in industrial, cleanroom projects. Should possess the ability to do heat load calculations, prepare DBR, ducting layouts, BOQ and specifications Should possess the knowledge and experience of site execution Software skills- AutoCAD, Excel, Word Job Type: Full-time Pay: ₹35,000.00 - ₹65,000.00 per month Schedule: Day shift Experience: HVAC Design Engineer: 3 years (Preferred) Work Location: In person

Executive Assistant to CEO Mumbai, Maharashtra 3 years INR 3.6 - 4.2 Lacs P.A. On-site Full Time

EA@ Founder’s Office We are seeking a highly capable candidate who can provide strategic support and operational excellence across our organization. Position Summary: This is a unique opportunity for an exceptional Executive Assistant to take on responsibilities in a small enterprise environment. The ideal candidate will be a strategic partner who can independently manage operations, coordinate cross-functional activities, and drive business efficiency while maintaining the highest standards of executive support. Key Responsibilities: 1. Strategic Operations Management - Act as a strategic partner to senior leadership in executing business initiatives - Oversee day-to-day operations and ensure smooth workflow across all departments - Implement operational processes and procedures to enhance efficiency - Monitor key performance indicators and provide regular operational reports 2. Technology & Systems Management - Leverage technology solutions to streamline operations and improve productivity - Manage and optimize digital tools, software platforms, and automation systems - Coordinate IT requirements and vendor relationships - Implement tech-driven solutions for reporting, project management, and communication - Stay updated on emerging technologies that can benefit the organization 3. Financial Coordination & Accounts Support - Coordinate with accounting teams and external financial advisors - Liaisons between Accounts and Management - Implement recovery procedures 4. Communication Management - Serve as primary point of contact between leadership and internal/external stakeholders - Draft and manage high-level correspondence, presentations, and reports - Facilitate meetings, prepare agendas, and ensure effective follow-up on action items - Maintain confidentiality and handle sensitive information with discretion - Represent the company professionally in various business interactions 5. Reporting & Analysis - Prepare comprehensive reports on operational performance, and strategic initiatives - Analyze data trends and provide insights to support decision-making - Create dashboards and visual presentations for leadership and board meetings - Maintain documentation and records management systems - Conduct research and competitive analysis as needed Required Qualifications: 1. Education & Experience - Bachelor's degree in Business Administration, Finance, or related field preferred - Minimum 3 years of executive assistant or operations management experience - Proven track record of supporting C-level executives in small to medium enterprises - Experience in a fast-paced, multi-tasking environment 2. Technical Skills - Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) - Experience with project management tools (Asana, Trello, Monday.com, etc.) - Knowledge of accounting software (QuickBooks, Tally, or similar) - Familiarity with CRM systems and database management - Basic understanding of financial statements and accounting principles - Comfort with cloud-based collaboration tools and automation platforms 3. Core Competencies - Exceptional written and verbal communication skills - Strong analytical and problem-solving abilities - Outstanding organizational and time management skills - Ability to work independently and make decisions with minimal supervision - High level of discretion and confidentiality - Strong attention to detail and accuracy - Adaptability and flexibility in a dynamic What We Offer: - Competitive salary commensurate with experience - Opportunity to take on significant responsibility and grow with the company - Direct exposure to senior leadership and strategic decision-making - Professional development opportunities and skill enhancement - Performance-based incentives and growth opportunities Job Type: Full-time Pay: ₹30,000.00 - ₹35,000.00 per month Education: Bachelor's (Preferred) Experience: Executive Assistant: 3 years (Preferred) Work Location: In person

Backend Operations Home Loan Mumbai, Maharashtra 6 years INR 5.0 - 6.0 Lacs P.A. On-site Full Time

Job Summary: The Sr. Relationship Manager – DSA Vertical is responsible for managing and growing a portfolio of Direct Selling Agents who source retail loan products such as home loans and LAP The role focuses on ensuring high-quality sourcing, maintaining portfolio health, building DSA relationships, and achieving business targets. Key Responsibilities: 1. Portfolio Oversight & Management: Monitor and manage the performance of a portfolio of DSAs. Analyze sourcing trends, approval rates, and portfolio quality (delinquencies, rejections). Ensure DSA is aligned with product strategy and credit policies. 2. DSA Relationship Management: Build and maintain strong relationships with client and Banker. Conduct regular visits and meetings to drive engagement and motivation. Resolve operational or credit-related issues raised by bank promptly. 4. Credit & Compliance Oversight: Ensure all sourced files adhere to internal credit and documentation norms. Collaborate with credit and operations teams to fast-track processing. Monitor risk parameters and take corrective actions for non-performing portfolios. 5. Performance Tracking & Reporting: Maintain daily/weekly/monthly dashboards on disbursements, lead conversion, and approval rates. Share periodic business reviews with internal stakeholders. Qualifications: Education: Graduate/Postgraduate in Finance, Business, or related fields. Experience: 3–6 years in retail lending, preferably in DSA/channel sales. Industry: Banking, NBFC, Fintech Skills Required: Strong understanding of loan products and DSA sourcing models Relationship management and negotiation skills Analytical skills with experience in portfolio performance tracking Proficiency in Excel, MIS tools. Key Performance Indicators (KPIs): Loan disbursement volume Portfolio delinquency and rejection rates TAT (Turnaround Time) for processing Compliance score and audit readiness Job Type: Full-time Pay: ₹500,000.00 - ₹600,000.00 per year Experience: Home Loan: 3 years (Preferred) Work Location: In person Speak with the employer +91 9821719304

HR Recruiter Mumbai 1 years INR 2.4 - 4.8 Lacs P.A. On-site Full Time

Key Responsibilities: Understand client mandates deeply and deliver CVs Source talent through headhunting, LinkedIn, portals, and referrals Screen and evaluate candidates for fitment, interest, and alignment Coordinate interviews, feedback loops, and offer follow-ups Maintain trackers, reports, and insights Over a period of time own and grow specific hiring verticals (NBFC, Fintech, Corporate, Non-IT) Build databases, talent maps, and industry knowledge Eventually mentor junior recruiters and manage client relationships Job Type: Full-time Pay: ₹20,000.00 - ₹40,000.00 per month Experience: Recruitment: 1 year (Preferred) Work Location: In person

EA to CEO Mumbai, Maharashtra 3 years INR 4.2 - 4.8 Lacs P.A. On-site Full Time

Job description EA@ Founder’s Office We are seeking a highly capable candidate who can provide strategic support and operational excellence across our organization. Position Summary: This is a unique opportunity for an exceptional Executive Assistant to take on responsibilities in a small enterprise environment. The ideal candidate will be a strategic partner who can independently manage operations, coordinate cross-functional activities, and drive business efficiency while maintaining the highest standards of executive support. Key Responsibilities: 1. Strategic Operations Management - Act as a strategic partner to senior leadership in executing business initiatives - Oversee day-to-day operations and ensure smooth workflow across all departments - Implement operational processes and procedures to enhance efficiency - Monitor key performance indicators and provide regular operational reports 2. Technology & Systems Management - Leverage technology solutions to streamline operations and improve productivity - Manage and optimize digital tools, software platforms, and automation systems - Coordinate IT requirements and vendor relationships - Implement tech-driven solutions for reporting, project management, and communication - Stay updated on emerging technologies that can benefit the organization 3. Financial Coordination & Accounts Support - Coordinate with accounting teams and external financial advisors - Liaisons between Accounts and Management - Implement recovery procedures 4. Communication Management - Serve as primary point of contact between leadership and internal/external stakeholders - Draft and manage high-level correspondence, presentations, and reports - Facilitate meetings, prepare agendas, and ensure effective follow-up on action items - Maintain confidentiality and handle sensitive information with discretion - Represent the company professionally in various business interactions 5. Reporting & Analysis - Prepare comprehensive reports on operational performance, and strategic initiatives - Analyze data trends and provide insights to support decision-making - Create dashboards and visual presentations for leadership and board meetings - Maintain documentation and records management systems - Conduct research and competitive analysis as needed Required Qualifications: 1. Education & Experience - Bachelor's degree in Business Administration, Finance, or related field preferred - Minimum 3 years of executive assistant or operations management experience - Proven track record of supporting C-level executives in small to medium enterprises - Experience in a fast-paced, multi-tasking environment 2. Technical Skills - Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) - Experience with project management tools (Asana, Trello, Monday.com, etc.) - Knowledge of accounting software (QuickBooks, Tally, or similar) - Familiarity with CRM systems and database management - Basic understanding of financial statements and accounting principles - Comfort with cloud-based collaboration tools and automation platforms 3. Core Competencies - Exceptional written and verbal communication skills - Strong analytical and problem-solving abilities - Outstanding organizational and time management skills - Ability to work independently and make decisions with minimal supervision - High level of discretion and confidentiality - Strong attention to detail and accuracy - Adaptability and flexibility in a dynamic What We Offer: - Competitive salary commensurate with experience - Opportunity to take on significant responsibility and grow with the company - Direct exposure to senior leadership and strategic decision-making - Professional development opportunities and skill enhancement - Performance-based incentives and growth opportunities Education: Bachelor's (Preferred) Experience: Executive Assistant: 3 years (Preferred) Work Location: In person Job Type: Full-time Pay: ₹35,000.00 - ₹40,000.00 per month Experience: Executive assistant: 3 years (Preferred) Work Location: In person

CRM Real Estate Navi Mumbai, Maharashtra 0 years INR 6.0 - 7.2 Lacs P.A. On-site Full Time

Talent Acquisition BFSI Mumbai, Maharashtra 8 years INR 6.0 - 7.2 Lacs P.A. Remote Full Time

Key Responsibilities Handle end-to-end recruitment for mid to senior-level corporate functions in BFSI. Manage client relationships with Banks/NBFCs and ensure timely delivery of mandates. Lead and guide 2–3 junior recruiters; ensure sourcing quality and TAT adherence. Develop and maintain talent pipelines for BFSI roles; leverage portals, LinkedIn, and databases. Track revenue targets and closure metrics; contribute actively to team performance. Maintain accurate MIS and daily reports on progress and closures Requirements: 5–8 years of recruitment experience, with at least 3+ years in BFSI domain. Proven success in client handling and senior-level role closures. Strong communication, ownership, and team management abilities. Must be Mumbai-based and willing to work from office (no remote/hybrid). Stability and long-term growth mindset are essential. --- What We Offer: Opportunity to work closely on high-value BFSI mandates. A stable and growth-focused work environment. Transparent performance-linked salary and incentives. Exposure to top BFSI clients and leadership-level hiring. Job Type: Full-time Pay: ₹50,000.00 - ₹60,000.00 per month Experience: Talent acquisition: 5 years (Preferred) Language: English (Preferred) Work Location: In person

Medical Representative (MR) Mumbai, Maharashtra 0 years INR 3.6 - 4.8 Lacs P.A. On-site Full Time

A Medical Representative (MR) promotes and sells a pharmaceutical company's products, like medicines, equipment, and prescription drugs, to healthcare professionals. To build relationships with doctors, pharmacists, and other healthcare providers to drive sales and increase brand awareness. MRs also provide product information, answer questions, and stay updated on industry trends Job Type: Full-time Pay: ₹30,000.00 - ₹40,000.00 per month Work Location: In person

Senior Finance & Accounts Executive gurgaon 5 - 10 years INR 4.8 - 6.6 Lacs P.A. On-site Full Time

Key Responsibilities Maintain Fixed Assets Register and calculate depreciation schedules. Process vendor invoices, ensure timely payments, and reconcile vendor accounts. Prepare and post general ledger entries, monthly and quarterly closings. Analyse production cost variances and support manufacturing cost controls. Assist in budgeting and forecasting processes. Key Skills & Competencies Strong understanding of accounting principles and reconciliation processes. Proficient in ERP platforms: SAP, SAGE, MS Dynamics, Navision, Oracle. Advanced Excel skills (Pivot Tables, VLOOKUP, IF functions, Conditional Formatting). High attention to detail with strong analytical and problem-solving abilities. Ability to work independently and manage deadlines in a fast-paced environment. Qualifications Master's degree in commerce / accounting / finance OR professional qualifications like CA Inter / CMA Inter / CS Inter Experience 5–10 years of hands-on experience in: General Ledger (GL) accounting Inventory reconciliation Manufacturing or trading industry preferred Job Type: Full-time Pay: ₹40,000.00 - ₹55,000.00 per month Work Location: In person

Team Lead Home Loan gurgaon 8 years INR 12.0 - 13.2 Lacs P.A. On-site Full Time

Job Description: TL Home Loans – Asst. Mgr./Manager/Sr. Mgr Purpose of the Job: Responsible for executing business plans in Home Loans domain in the city of operation. Maintain strong relationships on demand and supply side. Deliver set financial and growth objectives for the business by deepening developer relationships, optimising connector & DSA business, maintaining strong portfolio and growing the business. Profile of the candidate: • MBA/ Post Grad. with 8+ years of experience across sales and relationship management. • 4+ years of preferred work experience in Home Loan domain with a leading bank, DSA or a leading real estate developer • Trailblazing record in maintaining key accounts & ensuring profitability for the company. • Should have managed relationships with Banks and NBFCs and holds a long-term connection with them. Reporting to: Business Lead – Home Loans Roles & Responsibilities: A. Business relationship management: 1. Hold meetings with developers along with city Leads. Visit top projects. 2. Analyze the data of performance (HL as % of total cases), leakages etc. 3. Supervise HL agents at project sites 4. Bring innovative & customized schemes in conjunction with partners 5. Provide trainings to teams 6. Ensure high CSAT: Establish organisation's presence and influence developers with organisation value/ business proposition. Ensure high degree of execution excellence. 7. Maintain relationships with connector and DSA partners across the city. Job Type: Full-time Pay: ₹100,000.00 - ₹110,000.00 per month Education: Bachelor's (Preferred) Experience: Home Loan: 5 years (Preferred) Work Location: In person Speak with the employer +91 9821719304

Retail Manager- Home Decor mumbai 0 years INR 4.8 - 5.4 Lacs P.A. On-site Full Time

Retail Sales manager who have experience of handling sales of handicraft product and furniture showroom. Can join immediately Job Type: Full-time Pay: ₹40,000.00 - ₹45,000.00 per month Work Location: In person

Store Manager gaya 0 years INR 1.8 - 6.0 Lacs P.A. On-site Full Time

A Store Incharge:- oversees daily store operations, staff management, and inventory control to ensure the smooth functioning of a retail or warehouse setting. Key responsibilities include supervising employees, maintaining stock levels, providing excellent customer service, managing cash, coordinating with vendors, implementing sales strategies, and ensuring the store adheres to safety standards and company policies. Store Incharge:- oversees daily store operations, staff management, and inventory control to ensure the smooth functioning of a retail or warehouse setting. Key responsibilities include supervising employees, maintaining stock levels, providing excellent customer service, managing cash, coordinating with vendors, implementing sales strategies, and ensuring the store adheres to safety standards and company policies. Supervise and lead a team of employees, including hiring, training, scheduling, and evaluating performance. Create and maintain a positive work environment, fostering teamwork, motivation, and employee development. Monitor and analyze sales performance, implementing strategies to achieve sales goals and increase profitability. Maintain inventory levels, including ordering and replenishing merchandise, conducting regular inventory counts, and managing stock levels effectively. Ensure the store is visually appealing and properly merchandised to attract customers and drive sales. Provide exceptional customer service by resolving customer complaints or issues promptly and effectively. Monitor and enforce store policies, including cash handling procedures, loss prevention measures, and safety protocols. Develop and implement marketing strategies to attract new customers and retain existing ones. Stay updated on industry trends, competitor activities, and market conditions to identify opportunities for growth and improvement. Generate reports on sales, inventory, and other key performance indicators to assess store performance and make informed decisions. Job Type: Full-time Pay: ₹15,000.00 - ₹50,000.00 per month Work Location: In person

Retail Manager- Home Decor maharashtra 2 - 6 years INR Not disclosed On-site Full Time

Role Overview: As a Retail Sales Manager, you will be responsible for overseeing the sales of handicraft products and furniture in a showroom. Your main focus will be on driving sales and ensuring customer satisfaction in a retail environment. Key Responsibilities: - Manage and lead a sales team to achieve sales targets - Develop and implement sales strategies to increase revenue - Provide excellent customer service and address any customer concerns - Monitor inventory levels and ensure products are well-stocked - Coordinate with suppliers and vendors to maintain product availability Qualifications Required: - Previous experience in retail sales, preferably in the handicraft or furniture industry - Strong leadership and communication skills - Ability to work in a fast-paced environment and meet sales goals - Knowledge of handicraft products and furniture trends - Available to start immediately and work full-time on-site (Note: No additional details about the company were provided in the job description),

CRM Manager Real Estate navi mumbai 3 years INR 4.2 - 4.8 Lacs P.A. On-site Full Time

Key Responsibilities: Manage and maintain the real estate CRM platform Ensure proper lead capture, routing, and follow-up systems are in place to support sales goals. Set up and optimize automated workflows for client nurturing (email/SMS campaigns, drip campaigns). Segment client databases (buyers, sellers, renters, investors) for personalized outreach. Collaborate with sales and marketing teams to plan and execute targeted outreach and re-engagement campaigns. Analyze CRM data to identify client trends, behavior patterns, and opportunities for improvement. Monitor KPIs such as lead response time, conversion rate, pipeline velocity, and client retention. Train agents and staff on CRM usage, best practices, and new features. Ensure CRM data hygiene and compliance with applicable data privacy regulations (e.g., GDPR, CCPA). Job Type: Full-time Pay: ₹35,000.00 - ₹40,000.00 per month Experience: Real estate crm: 3 years (Preferred) Work Location: In person

Senior Interior Designer mumbai 4 - 6 years INR 4.8 - 6.0 Lacs P.A. On-site Full Time

Minimum Experience 4 to 6 years Ability to use Design software Understanding design and material trends Good with Microsoft office and BOQ's Job Type: Full-time Pay: ₹40,000.00 - ₹50,000.00 per month Experience: Interior design: 4 years (Preferred) Work Location: In person