Senior Financial Product Specialist

2 weeks ago

Tumkur Mangalore, India beBeeBusiness Full time ₹ 1,50,000 - ₹ 28,00,000
Job Description

We are seeking a seasoned professional to join our team as a Business Development Specialist.

The ideal candidate will possess exceptional communication skills, a flair for sales and marketing, and a proven track record of selling multiple financial products.

  • Mine cross-sell opportunities from centrally shared customer data.
  • Understand customer insights and pitch cross-sell opportunities directly or through Customer Service Executives (CSEs) of units.
  • Stay updated on the product bouquet and identify fitment with different customer personas.
  • Identify opportunities to offer combination solutions based on customer needs.
  • Build and nurture strong relationships with CSEs to enable scale in cross-sell opportunities and enhance customer lifecycle value.
  • Collaborate with cross-unit teams to set and achieve targets for cross-sell, new client acquisition, and products per customer.
  • Generate robust leads by networking across CSEs of multiple units.
  • Follow up with sales teams for lead closures.
  • Ensure new client acquisition targets for the branch are consistently achieved.
  • Deliver cross-sell product/service offerings with innovation tailored to customer needs.
  • Track scale and quality of cross-sell activities daily and identify areas for improvement.
Required Skills and Qualifications
  • A self-starter with a strong drive to achieve and excel.
  • Excellent written and oral communication skills.
  • A flair for sales and marketing in the open market through self-sourcing for multi-line products.
  • A proven track record of 2–5 years' experience in selling multiple financial products.
Benefits

This is an excellent opportunity to grow your career and develop your skills in business development and sales.

  • Senior Financial Analyst

    1 week ago

    Mangalore, India Kelly Science, Engineering, Technology & Telecom Full time

    Job Description: Senior Financial Analyst (SAP S/4HANA)Position: Senior Financial Analyst / Finance ManagerLocation: India (Remote, Team based in Italy)Contract Type: Permanent, Full-Time (40 hours per week)About the RoleWe are seeking an accomplished Senior Financial Analyst with 15–20 years’ experience in finance, accounting, and SAP-enabled...

  • Senior Financial Advisor

    2 weeks ago

    Mangalore, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Financial Professional Job OpportunityThe role of Financial Professional at our organization involves building and maintaining strong relationships with high-net-worth clients to provide tailored investment, insurance, and wealth planning solutions.Main Responsibilities:Understand clients' financial goals and risk tolerance to offer customized investment...

  • Senior Construction Finance Specialist

    2 weeks ago

    Mangalore, Karnataka, India beBeeConstruction Full time ₹ 12,00,000 - ₹ 18,00,000

    Senior Construction Finance SpecialistWe are seeking an experienced Senior Construction Finance Specialist to join our team.Prepare and manage bills of quantities (BOQ) for construction projects.Conduct thorough cost estimations and quantity surveys to ensure accurate financial documentation.Manage billing systems and collaborate with project management...

  • Financial Operations Specialist

    2 weeks ago

    Mangalore, Karnataka, India beBeeAccountant Full time ₹ 8,00,000 - ₹ 10,00,000

    Financial Operations SpecialistWe are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team. The ideal candidate will bring expertise in financial operations, strong knowledge of accounting software, and prior experience working in an architecture or interior design firm.This role is crucial in ensuring financial...

  • Senior Financial Strategist

    2 weeks ago

    Mangalore, Karnataka, India beBeeFinance Full time US$ 1,25,000 - US$ 1,75,000

    Financial Modeling SpecialistWe are seeking an experienced professional to provide expert guidance on financial modeling, budgeting, and pricing strategies for new business opportunities.The ideal candidate will collaborate with cross-functional teams to develop accurate, scalable, and competitive project budgets for proposals.The role is critical in...

  • Senior Financial Platform Developer

    2 weeks ago

    Mangalore, Karnataka, India beBeeBackend Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Serve as a senior developer to drive the backend of a live, regulated financial platform being built across the Middle East. Your role will be to join a lean team where the frontend is further along than the backend and the goal is to catch up.This is a full-time contract role (initial 3 months, possible extension) focused on core features, transactions, and...

  • Chief Financial Strategist

    2 weeks ago

    Mangalore, Karnataka, India beBeeFinancialPlanning Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Lead Financial Planning and Analysis SpecialistWe are seeking a highly analytical and detail-oriented professional to oversee the company's budgeting, forecasting, and financial planning processes for UK, US, and India regions. This role requires a strategic thinker with a strong understanding of business drivers and financial metrics.The ideal candidate...

  • Financial Development Expert

    2 weeks ago

    Mangalore, Karnataka, India beBeeFundraising Full time US$ 9,00,000 - US$ 12,00,000

    Job Summary:The successful Fundraising & Valuation Specialist will lead the Series A fundraising process with venture capital firms, family offices, and high net worth individuals. The role requires a strong network of investor relationships and outreach pipelines, as well as expertise in valuations, financial modeling, and capital structuring.Key...

  • Senior Credit Risk Specialist

    2 weeks ago

    Mangalore, Karnataka, India beBeeRisk Full time ₹ 18,00,000 - ₹ 20,00,000

    Senior Credit Risk SpecialistOur organization is seeking a highly skilled Senior Credit Risk Specialist to conduct thorough credit assessments of Wholesale Banking segment and SMEs.Key Responsibilities:Lead or participate in all business credit assessments, leading a team of 2-4 specialists.Timely commencement and closure of assessments, including...

  • Senior Financial Planner

    2 weeks ago

    Mangalore, Karnataka, India beBeeAnalyst Full time ₹ 4,20,000 - ₹ 6,10,000

    Job SummaryWe seek a strategic and analytical professional to lead the financial planning and analysis function across UK, US, and India regions.Key Responsibilities:Financial Planning: Develop and oversee the company's annual budget, long-range plans, and rolling forecasts.Financial Analysis & Reporting: Prepare, analyze, and present financial results,...