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5.0 - 9.0 years

0 Lacs

karnataka

On-site

The Field Sales Executive in Financial Services position is a full-time on-site role based in Bengaluru. Your primary responsibilities will include generating leads, meeting potential clients, presenting financial services, and closing sales. You will be tasked with building and maintaining client relationships, conducting sales presentations, and achieving sales targets. Additionally, you will need to understand clients" financial needs and provide suitable financial solutions. The ideal candidate for this role should be a Post Graduate with a minimum of 5 years of experience in Finance, Sales Finance, or Financial Services. Strong communication and sales skills are a must, along with the ability to establish and nurture client relationships. A proven track record of meeting sales targets, as well as excellent problem-solving abilities, will be crucial for success in this position. A Bachelor's degree in Finance, Business, or a related field is required, and any experience in the financial services industry would be considered a plus.,

Posted 3 days ago

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2.0 - 6.0 years

0 Lacs

hyderabad, telangana

On-site

The Sales Operations and Commission Analyst position is key in optimizing sales processes, ensuring precise commission calculations, and offering data-driven insights to aid in business decisions. In this role, you will collaborate closely with Sales Operations and Finance to streamline workflows, boost sales efficiency, and sustain transparency in incentive programs. Your responsibilities will include maintaining and updating CRM data, facilitating onboarding processes for new hires, creating Salesforce dashboards, and analyzing sales reports to monitor bookings and opportunity hygiene. You will also be tasked with identifying areas for process enhancement and collaborating with cross-functional teams to implement effective solutions. Moreover, you will support Sales Operations in manual commission calculations to ensure compliance and accuracy of compensation plans. Furthermore, you will address any commission inquiries from the team that require review, recalculation, and submission for manual adjustments. To qualify for this role, you must hold a Bachelor's degree in Business, Finance, Economics, or a related field, along with 2-5 years of experience in sales operations, sales finance, or commission administration. It is essential that you are located in India and can commute to one of our offices in Hyderabad or Bangalore. In terms of technical skills, proficiency in CRM systems like Salesforce is required. Additionally, you should possess strong Excel/Google Sheets skills, including pivot tables, VLOOKUPs, and data visualization. Familiarity with commission calculation software, such as CaptivateIQ or similar, would be advantageous. The ideal candidate will exhibit strong analytical and problem-solving capabilities, meticulous attention to detail and accuracy, excellent communication and stakeholder management skills, and the ability to work efficiently both independently and as part of a team. Desired qualifications for this role include experience in SaaS, tech, or a high-growth sales environment, understanding of sales incentive structures and best practices, and proficiency in working with large datasets to derive actionable insights.,

Posted 4 days ago

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2.0 - 6.0 years

0 Lacs

noida, uttar pradesh

On-site

As a Financial Sales professional at Ascent BPO Services Pvt Ltd, you will play a vital role in driving business growth by identifying and acquiring new clients, managing financial sales processes, and delivering exceptional customer service. Your responsibilities will include analyzing financial data, developing and implementing sales strategies, and nurturing client relationships. This full-time role based in Noida requires a strong background in Sales Finance and Finance skills, along with excellent analytical, communication, and customer service abilities. The ideal candidate will have relevant experience in financial sales or a related field, a proven track record of meeting sales targets, and a Bachelor's degree in Finance, Business, or a related field. Working effectively in a team-oriented environment is essential to succeed in this role. Join us in our mission to provide efficient and cost-effective BPO solutions to help businesses achieve their goals while building long-term client partnerships.,

Posted 1 week ago

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2.0 - 6.0 years

0 Lacs

haryana

On-site

This role will be responsible for managing the FP&A, Books, and Trade Promotions planning aspects of the Modern trade channel. The primary focus will be on trade spends and accounts receivables for the modern trade channel. Key Responsibilities: - Optimizing and managing trade discounts/schemes on a monthly basis. - Tracking ROIs for key scheme changes & inputs through Scheme Tracker & ROI analysis. - Implementing trade spend automation in Anaplan. - Preparation and sign-off of Trade spend plan (Trade Marketing Likely View) including Monthly/Quarterly TMLV, Variance Analysis, Market Audits, etc. - Analyzing monthly brand and account performance for the modern trade channel. - Ensuring price parity in SKU rates across different channels. - Collaborating with Key account managers to identify and incorporate new modern trade accounts. - Preparation of Sales Bible & Insights with FD, SD & GM for Business Performance. - Supporting in audits, improving SOX compliance, and establishing processes for controls. Books: - Monthly Balance Sheet & PL closures with a focus on Trade Accruals. - Preparation of Account wise P&L for profitability analysis. - Managing Monthly Trade Accruals (Provision) schedule. - Conducting closing stock analysis and providing insights. Working Relationships: Internal Contacts: - Finance (All teams) - Supply - Sales - Trade Marketing team - Information Systems team External Contacts: - Customer Accounts - Buyers Education and Experience Requirements: Essential: - CA/CMA qualification - 2+ years of post-qualification experience in FMCG/Manufacturing or E-commerce organizations. - Preferably, experience in Sales Finance function. Preferred: - Experience in Modern trade or E-commerce finance. Competencies and Skills: - Strong negotiation, presentations, and collaborative skills. - Excellent analytical skills to evaluate business issues and achieve performance objectives. - High energy level with the ability to manage tasks under pressure. - Strong decision-making abilities and openness to new ideas. - Excellent interpersonal and stakeholder management skills. - Proficiency in SAP and MS Excel. - A team player capable of working effectively with the senior management team. To apply, please send your updated CV to ruchika.kaushik@reckitt.com.,

Posted 2 weeks ago

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1.0 - 2.0 years

2 - 4 Lacs

Ahmedabad

Work from Office

Looking to onboard a skilled Relationship Manager with 1-2 years of experience in the BFSI industry, specifically in Small Finance Banks. The ideal candidate will have a strong background in managing relationships and driving business growth. Roles and Responsibility Develop and maintain strong client relationships to increase sales and revenue. Identify new business opportunities and expand existing customer relationships. Collaborate with internal teams to deliver exceptional customer service and support. Analyze market trends and competitor activity to stay ahead in the industry. Meet or exceed monthly and quarterly sales targets consistently. Provide excellent communication and interpersonal skills to build trust and rapport with clients. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably in a Small Finance Bank. Strong understanding of financial products and services, including MLAP. Excellent communication, negotiation, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and organizational skills with attention to detail. Experience working with cross-functional teams to achieve business objectives.

Posted 3 weeks ago

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3.0 - 7.0 years

5 - 9 Lacs

Kumbakonam

Work from Office

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-0 years of experience in the BFSI industry, with a strong background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on Mutual Fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting Mutual Funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Strong knowledge of Mutual Funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills to analyze complex data sets and make informed decisions. Proficiency in using technology-based tools and platforms to manage client portfolios effectively. Strong attention to detail to ensure accuracy and quality of work delivered to clients.

Posted 3 weeks ago

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0.0 - 4.0 years

2 - 4 Lacs

Chennai

Work from Office

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct market research and stay updated on industry trends to offer informed investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Analyze client feedback and suggest improvements to enhance overall customer satisfaction. Job Requirements Strong knowledge of Mutual Funds and the BFSI industry is essential. Excellent communication and interpersonal skills are required to build strong relationships with clients. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to analyze market trends and provide informed advice. Experience working with cross-functional teams to achieve business objectives. Strong attention to detail and organizational skills to manage multiple tasks simultaneously.

Posted 3 weeks ago

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6.0 - 11.0 years

10 - 15 Lacs

Chennai

Work from Office

Role & responsibilities The Sales Finance position is responsible for providing financial analysis, support, and guidance to the sales team to optimize revenue generation and profitability. This role involves collaborating with various departments, such as sales, marketing, and finance, to develop strategies and initiatives that drive sales growth while ensuring financial objectives are met. Key Responbilities 1. Financial Analysis: Conduct thorough analysis of sales data, including revenue trends, product performance, customer segmentation, and pricing strategies. Identify areas for improvement and opportunities for growth. 2. Budgeting and Forecasting: Assist in the development of sales budgets and forecasts. Monitor performance against targets and provide regular updates to management. Analyze variances and recommend corrective actions as needed. 3. Sales Planning and Strategy: Work closely with the sales team to develop sales plans and strategies that align with overall business objectives. Provide financial insights to support decision-making and prioritize initiatives based on financial impact. 4. Pricing and Discounting: Evaluate pricing strategies and discounting practices to maximize profitability while remaining competitive in the market. Analyze the impact of pricing changes on sales volume and revenue. 5. Sales Performance Reporting: Prepare and distribute regular sales performance reports to key stakeholders, highlighting key metrics and trends. Provide actionable insights to drive performance improvements. 6. Cross-functional Collaboration: Collaborate with cross-functional teams, including sales, marketing, operations, and finance, to ensure alignment of goals and initiatives. Provide financial support and guidance on cross-functional projects and initiatives. 7. Risk Management: Identify and assess financial risks associated with sales activities, such as credit risk, pricing risk, and market risk. Develop strategies to mitigate risks and ensure compliance with financial regulations. Preferred candidate profile Qualifications : • Bachelors degree in finance, Accounting, Business Administration, or related field. MBA or advanced degree preferred

Posted 1 month ago

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5.0 - 10.0 years

22 - 25 Lacs

Ahmedabad

Work from Office

Role & responsibilities Ensuring that Supply Chain costs (Cold Storage, Logistics Costs) are booked on timely basis with the right details so as to ensure proper reporting & analysis. Commercial evaluation of Supply Chain cost right from stage of agreements till reporting and justification with change in business pattern/ product mix/ rates. Review process of Supply Chain cost booking, so as to ensure accuracy in booking, timely provisioning and closure of books. Perform Month-end close process and timely monthly financial statements. Inventory analysis- aged Inventory, near expiry, inventory carrying cost etc. Analysis of organizational cost optimization e.g. loading efficiency, cost benefit analysis on holding Vs. discounting etc. Submission of monthly stock statements and other financial reporting data. Secondly he/ she will also be looking for Non-South East Asia Export Business Finance Partnering, reporting & analysis of Accounts Receivables and other MIS for management decision making. Hands on experience on MS office, Power BI, worked in SAP environment. Preferred candidate profile Advanced degree in Accounting CA /ICWA Working knowledge of accounting principles and procedures Experience in Supply Chain Business Finance Experience with general ledger functions and the month-end/year end close process Excellent accounting software user (SAP) Clear Communication verbal and written

Posted 2 months ago

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