Financial Services Professional

2 days ago

nashik, India beBeeBanking Full time

Job DescriptionWe are seeking a highly motivated Banking Officer to join our team in Maharashtra. As a key growth area for our organization, Branch Banking plays a crucial role in driving business expansion.The ideal candidate will be responsible for acquiring new CASA and liability accounts through effective field sales, referrals, and cold-calling efforts. Meeting and exceeding branch liability sales and revenue targets are essential aspects of this role.This position requires strict adherence to KYC, AML, and internal regulatory policies in daily operations. The successful candidate must also build lasting customer relationships within the branch network.In addition, the Banking Officer will need to effectively cross-sell financial products, including insurance and mutual funds. To succeed in this position, candidates should have 2-5 years of experience in field sales (banking/insurance preferred).Required Skills and QualificationsCASA Acquisition: Drive new CASA and liability account acquisition through effective field sales, referrals, and cold-calling efforts.Target Achievement: Meet and exceed branch liability sales and revenue targets.Compliance & KYC: Ensure strict adherence to KYC, AML, and internal regulatory policies in daily operations.Customer Relationship Management: Build lasting customer relationships within the branch network.Product Cross-Selling: Effectively cross-sell financial products, including insurance and mutual funds.BenefitsThis role offers an exciting opportunity for career growth and development in a dynamic industry.OthersInterested candidates should submit their applications with a detailed resume and cover letter.

  • Financial Services Risk Professional

    6 days ago

    nashik, India beBeeRisk Full time

    MUFG Global Service Private Limited has a subsidiary in Bengaluru and Mumbai. This subsidiary provides various support services to MUFG Bank offices globally.Job OpportunityKey Responsibilities:Producing high-quality profiles of clients, obtaining and updating their documentation, researching large amounts of data, and assessing risk attributes.Ensuring all...

  • Nashik Financial Professional

    2 weeks ago

    nashik, India beBeeAccountant Full time

    Financial Management RoleThe primary objective of this position is to oversee the financial transactions, accounts payable and receivable, and maintain accurate financial records.Administer daily financial activitiesManage accounts payable and receivableMaintain up-to-date financial documentationPrepare financial statements for review and analysisAssist in...

  • Financial Professional

    2 days ago

    nashik, India beBeeAccounting Full time

    Job Title: AccountantKey Responsibilities include maintaining accurate and up-to-date financial records.Accountants record financial transactions, including accounts payable, accounts receivable, and general ledger entries. They reconcile bank statements and credit card transactions on a regular basis.Another key responsibility is to prepare and process...

  • Financial Planning Specialist/Business Development/Wealth Manager

    16 hours ago

    Nashik, Maharashtra, India FINNOVATE Financial Services Full time ₹ 3,00,000 - ₹ 7,00,000 per year

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  • SAP Financial Professional

    6 days ago

    nashik, India beBeeFinancial Full time

    SAP Financial ExpertWe are seeking an experienced SAP professional with expertise in finance and accounting modules of SAP S/4HANA.Expertise in SAP S/4HANA finance and accounting modules is a must.A strong background in financial close processes, including accounting, treasury, and tax compliance is required.A proven track record of implementing successful...

  • Financial Planner

    1 week ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time ₹ 3,60,000 per year

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • Digital Financial Services Expert

    6 days ago

    nashik, India beBeeDigitalFinancialExpert Full time

    A seasoned expert is sought to drive digital financial services innovation and strategy for our organization.We are looking for a highly skilled consultant with extensive experience in digital transformation, technology strategy, and core banking systems.The ideal candidate will have a strong background in designing and implementing digital solutions, such...

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    6 days ago

    nashik, India beBeeService Full time

    Customer Service ExpertThis is a full-time remote position for a customer service professional. The role involves delivering excellent customer experiences through calls, handling inquiries, resolving issues, and ensuring customer satisfaction.Key Responsibilities:Customer Interaction: Communicate with customers via phone, email, and chat, demonstrating...

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    Nashik, Maharashtra, India Oasis Fertility Full time ₹ 3,00,000 - ₹ 9,00,000 per year

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  • Client Support Executive

    5 days ago

    Pandit Colony, Nashik, Maharashtra, India Arthkala Financial Services Full time

    Make outbound calls to potential clients and introduce financial planning services. - Explain basic financial products and investment options to clients. - Schedule appointments for financial advisors with interested clients. - Follow up with leads and maintain client databases. - Handle client inquiries and provide basic information about financial...