Financial Services Representative
4 weeks ago
Interactive Brokers is seeking a highly skilled Client Services Representative to join our team. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to provide top-notch support to our clients.
Key Responsibilities:
- Respond to client inquiries via phone, email, and online chat
- Provide in-depth knowledge of our products and services
- Assist clients with account openings and funding
- Explain complex financial concepts to clients
- Investigate trade issues and order executions
Requirements:
- 2+ years of experience in trading or brokerage services
- University degree required
- NCFM/NISM certifications in capital markets, derivatives, and currency derivatives
- High level of MS Excel skills
- Fluent English language skills
What We Offer:
- Competitive salary package
- Performance-based annual bonus
- Group medical and life insurance
- Modern offices with free amenities and fully stocked cafeterias
- Monthly food card and company-paid snacks
- Hardship/shift allowance with company-provided pickup and drop facility
- Attractive employee referral bonus
- Frequent company-sponsored team-building events and outings
-
Financial Services Specialist
4 weeks ago
Mumbai, Maharashtra, India Blend Financial Services Ltd. Full timeRole SummaryAs a skilled Financial Services Specialist at Blend Financial Services Ltd., you will play a pivotal role in facilitating debt syndication, corporate finance, and business development. Your responsibilities will include preparing company snapshots, conducting preliminary discussions with financial institutions, and negotiating transactions.Key...
-
Financial Services Representative
2 weeks ago
Navi Mumbai, Maharashtra, India SS&C Technologies Holdings Full timeJob OverviewWe are seeking a Financial Services Representative to provide mutual funds transaction processing services with a customer-focused approach. The selected candidate will provide proactive and innovative solutions to customers, working on standard, repeatable tasks that require limited judgment and decision making.Key Responsibilities:Acquires job...
-
Financial Services Specialist
3 weeks ago
Mumbai, Maharashtra, India Blend Financial Services Ltd Full timeJob SummaryAt Blend Financial Services Ltd, we seek an experienced Financial Services Specialist to join our team. The Financial Services Specialist will be responsible for negotiating project finance transactions with international banks and institutions.
-
Financial Services Specialist
4 weeks ago
Mumbai, Maharashtra, India Blend Financial Services Ltd. Full timeJob DescriptionAs a key member of the Blend Financial Services Ltd. team, you will be responsible for preparing comprehensive financial models and presentations for banks and financial institutions. This will involve identifying potential lenders, negotiating transaction terms, and assisting in the preparation of project documents.Key...
-
Financial Services Specialist
4 weeks ago
Mumbai, Maharashtra, India Blend Financial Services Ltd Full timeJob SummaryBlend Financial Services Ltd is seeking a highly skilled Financial Services Specialist to join our team. As a key member of our finance department, you will be responsible for identifying and negotiating project finance opportunities with international banks and institutions.Key ResponsibilitiesAssist senior management in preparing project...
-
Financial Services Specialist
4 weeks ago
Mumbai, Maharashtra, India Blend Financial Services Ltd Full timeJob Summary: As a Financial Services Specialist at Blend Financial Services Ltd, you will be responsible for identifying and negotiating project financing opportunities with international banks and institutions. You will work closely with senior management to prepare project documents and assist in the disbursement procedure. Additionally, you will develop...
-
Financial Services Specialist
3 weeks ago
Navi Mumbai, Maharashtra, India Blend Financial Services Ltd. Full timeRole SummaryWe are seeking an experienced Financial Services Specialist to join our team at Blend Financial Services Ltd. In this role, you will be responsible for preparing company snapshots for banks and financial institutions, including financial models and teasers.Key Responsibilities- Collaborate with senior management to identify and approach potential...
-
Financial Services Representative
1 month ago
Navi Mumbai, Maharashtra, India SS&C Technologies Holdings Full timeJob OverviewWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProcess mutual funds transactions with a customer-focused approachProvide proactive and innovative...
-
Financial Services Expert
4 weeks ago
Mumbai, Maharashtra, India Blend Financial Services Limited Full timeAbout Blend Financial Services Limited-Established in 1997, Blend excels in providing expert financial structuring and comprehensive global financing solutions in over 110 countries.Key Responsibilities:- Conduct thorough audits and reviews of client and third-party reports to ensure compliance and accuracy.- Develop and implement effective business cycle...
-
Financial Services Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Blend Financial Services Limited Full timeFinancial Services Relationship ManagerWe are seeking an experienced Financial Services Relationship Manager to join our team at Blend Financial Services Limited.Key Responsibilities:Develop and strengthen relationships with existing and prospective clients across various geographies.Create and manage new deals flow, originating new client engagements that...
-
Financial Services Representative
4 weeks ago
Navi Mumbai, Maharashtra, India SS&C Technologies Holdings Full timeJob DescriptionAt SS&C Technologies Holdings, we are seeking a skilled Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing mutual funds transaction processing services with a customer-focused approach. You will work closely with customers to understand their needs and provide...
-
Financial Services Consultant
3 weeks ago
Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full timeAt BTW Financial Services & IMF PVT LTD, we strive to provide exceptional financial solutions to our clients. As a Financial Services Consultant, you will be responsible for building and maintaining strong relationships with a base of clients.Key ResponsibilitiesClient Relationship Management: Acquire new clients, build strong relationships, and conduct...
-
Financial Services Acquisition Specialist
2 weeks ago
Mumbai, Maharashtra, India Capwise Financial Services Private Limited Full timeAbout the RoleAt Capwise Financial Services Private Limited, we are seeking a skilled Financial Services Acquisition Specialist to join our team. As a key member of our acquisition team, you will be responsible for identifying and acquiring corporate clients across various industries.Key responsibilities will include:Identifying and developing relationships...
-
Financial Services Specialist
1 month ago
Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full timeAbout BTW Financial Services & IMF PVT LTDBTW Financial Services & IMF PVT LTD is a trusted partner for a wide range of financial services, encompassing insurance marketing and the distribution of various financial products. As an Insurance Marketing Firm (IMF), we specialize in marketing and distributing insurance products, offering a diverse range of...
-
Financial Services Professional
2 weeks ago
Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full timeWe are seeking a highly skilled Financial Services Professional to join our team at BTW Financial Services & IMF PVT LTD. As an Insurance Marketing Firm, we specialize in marketing and distributing insurance products, offering a diverse range of options for individuals and businesses. Our ideal candidate will have excellent financial expertise, strong...
-
Financial Services Specialist
3 weeks ago
Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full timeBTW Financial Services & IMF PVT LTD is a leader in providing comprehensive financial solutions to individuals and businesses. As a trusted partner, we offer a wide range of financial services, including insurance marketing and distribution.The RoleRoles & Responsibilities:Client Relationship Management:Cultivate and maintain strong relationships with...
-
Financial Services Specialist
4 weeks ago
Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full timeBTW Financial Services & IMF PVT LTD is a leading provider of financial services, offering a wide range of solutions to clients. As a trusted partner, we specialize in insurance marketing and the distribution of various financial products.The RoleKey Responsibilities:Client Relationship Management:Develop and maintain strong relationships with...
-
Financial Services Specialist
4 weeks ago
Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full timeBTW Financial Services & IMF PVT LTD is a trusted partner for a wide range of financial services, encompassing insurance marketing and the distribution of various financial products. As an Insurance Marketing Firm (IMF), we specialize in marketing and distributing insurance products, offering a diverse range of insurance options for individuals and...
-
Financial Services Representative
4 weeks ago
Mumbai, Maharashtra, India Gallagher Full timeJob SummaryWe are seeking a highly skilled and detail-oriented professional to join our team as a Financial Services Representative. In this role, you will be responsible for servicing a portfolio of client and/or reinsurer ledger accounts, ensuring balances are collected and paid in accordance with contractual requirements or pre-defined service...
-
Financial Services Representative
4 weeks ago
Mumbai, Maharashtra, India Interactive Brokers Full timeInteractive Brokers is seeking a highly skilled and experienced professional to join our team as a Client Services Representative. The ideal candidate will have a strong background in the financial services industry and a professional demeanor suitable for interaction with our experienced and active clientele base.The successful candidate will have a strong...