Executive - Financial Services

Job Requirements Job Title: MIS Executive at TeamSpace Financial Services Pvt Ltd, Santacruz (East), Mumbai, MaharashtraCompany Name: TeamSpace Financial Services Pvt LtdLocation: Santacruz (East), Mumbai, MaharashtraSalary: ₹12,000 - ₹20,000 per monthQualification: GraduationJob Description:Are you detail-oriented with a knack for analyzing data...

Job Requirements Job Title: MIS Executive at TeamSpace Financial Services Pvt Ltd, Santacruz (East), Mumbai, MaharashtraCompany Name: TeamSpace Financial Services Pvt LtdLocation: Santacruz (East), Mumbai, MaharashtraSalary: ₹12,000 - ₹20,000 per monthQualification: GraduationJob Description:Are you detail-oriented with a knack for analyzing data...

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

**Customer Service Representative - Star Financial Services** **Star Financial Services** is seeking a passionate and customer-focused individual to join our growing Customer Service team. In this role, you will be the first point of contact for our valued clients, providing exceptional service and ensuring their financial needs are met with enthusiasm and...

This role is responsible for the end-to-end activity involving on-time collection of outstanding customer balances by leveraging the Blackline Account Receivable Management Tool and accounting for the receipts in SAP / Blackline Cash Application tool. **Job title**: Executive - Financial Services Responsible for the follow-up and coordination necessary to...

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

**Business Executive - Star Financial Services** **Star Financial Services** is seeking a driven and results-oriented Business Executive to join our growing team. In this role, you will play a key part in driving new business growth and developing strong client relationships. **Responsibilities**: - Develop and implement strategies to acquire new clients...

**Responsibilities**: - Answer chats/E-mails/inbound calls or make outbound calls professionally to provide information about products and services - Promoting financial products of company - Listen and respond to customer’s needs and concerns - Handle complaints and escalations - Record customer query and actions taken - Resolving client queries within...

Provides administrative support to call centre processes. **Job title**: Executive - Financial Services Undertakes basic administrative tasks Ensures that complete documentation is maintained either in electronic or hard copy form. Transmits information or documents to customers, using computer, or mail Accurately captures data and enters it on to the...

Provides payment management expertise in area of specialism, such as collections/lending. More experienced Advisors may coach others and support the resolution of escalated complaints in accordance with business, policy and legal requirements **Job title**: Executive - Financial Services Provides a first point of contact service resolution for the...

**Job Information**: - No. of Openings - **50 opening**- Required Skills: - **sales process**- Job Qualifications - **Bachelor's Degree** **Designation **Financial Services Executive**: **Department**:Department: Sales & Business Development **Role/Functional Area**: Sales Support & Operations **Location: MUMBAI,pune** **Experience: 0 months...

Our long-standing client is a multi-national Last Mile / Express Logistics Leader. We have commenced a search for a highly experienced CFO with a minimum of 15 years experience to lead their expansion throughout India. **Key Responsibilities**: Drive continuous improvement by effectively capturing, analyzing, and leveraging operational information to...

The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client...

Sales / Business Development / Client Servicing Mumbai _Mumbai Western Suburbs_ April 24, 2024 - April 25, 2025 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **Post Graduate - **Course Type **Full Time - **Min Required Experience (Years) **1 - **Max Required Experience (Years) **5 **Responsibilities and...

**(1)Customer Service Executive** - Salary budget - Rs 25,000-30,000 per month - Location - Khar, Mumbai - Working days - 6 - Work from office - yes - Work from home - Saturday. **Customer Service Responsibilities list**: Manage incoming phone calls/ Whats app queries from various customers. Generate sales leads Identify and assess customers’ needs to...

**(1)Customer Service Executive FRESHERS** - Salary budget - Rs 10000-15000 per month - Location - Mumbai, Mumbai - Working days - 5 - Work from office - yes - Work from home - No. **Customer Service Responsibilities list**: Manage incoming phone calls/ Whats app queries from various customers. Generate sales leads Identify and assess customers’ needs to...

**Responsibilities**: - Answer chats/E-mails/inbound calls or make outbound calls professionally to provide information about products and services - Promoting financial products of company - Listen and respond to customer’s needs and concerns - Handle complaints and escalations - Record customer query and actions taken - Resolving client queries within...

Role Summary: Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching Investment & Trading platform – Dhan (www.dhan.co) As a Customer Service Managers would be responsible for overseeing teams of Customer...

**Position: Executive - Operations** **No. of Position: 1** **Company: Prescient Financial Services** **Location: Lower Parel, Mumbai** **Qualification: Graduates** **Experience: 1-2 years or Fresher** **Salary Expectation: As per Company Standards** **Ø Responsible of fulfilling day to day operational requirements of clients by providing them...

Role Summary:Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching Investment & Trading platform – Dhan ( a Customer Service Managers would be responsible for overseeing teams of Customer Service...