Financial Services Specialist

Job Title: Financial Services SpecialistWe are seeking a skilled and experienced Financial Services Specialist to join our team. As a key member of our organization, you will be responsible for delivering exceptional client service and driving business growth through tailored financial solutions.

About:- We are seeking a dynamic and results-driven Assistant Manager - Forex Sales with 4 to 6 years of relevant experience to join our team in Mumbai.- In this role, you will be responsible for driving the growth of the forex business at the assigned branch, working closely under the guidance of the Branch Head.- Your key responsibilities will include...

About the CompanyCredila Financial Services Limited (Formerly known as HDFC Credila Financial Services Limited) is one of Indias largest education loan non-banking financial companies (NBFCs) offering education loans to Indian students. With an in-depth understanding of the higher education domain in India as well as overseas, Credila offers tailor-made...

We are seeking an exceptional finance professional with a strong command of dynamic financial modelling, data-driven analysis, and strategic insight to join our high-performing team.In this role, you will lead the development of advanced, flexible financial models, extract and analyze large datasets for actionable insights, and play a key role in supporting...

Job DescriptionWe are seeking a skilled Financial Services Specialist to join our team. In this role, you will play a pivotal part in representing the bank to clients and executing financial transactions.Key Responsibilities:Client Engagement: Build and maintain strong relationships with clients, including high-net-worth individuals, institutional investors,...

Our clients demand excellence. We deliver nothing less.We are shaping the future of Wealth Management, one step at a time. By combining deep expertise with technology and strategic partnerships, we deliver exceptional solutions and experiences. Our clients choose us because they recognize that we operate at a level above the rest offering service that's...

Job Title: Financial Services SpecialistSS&C is seeking a skilled Financial Services Specialist to join its Private Markets Product team. This role involves managing and contributing to end-to-end onboarding of private equity clients, including system configuration, data migration, and client-specific requirement fulfillment.Main Responsibilities:Lead and...

We are currently seeking an experienced Trade Specialist to join our team. The ideal candidate will have 1-5 years of experience in the financial services industry, focusing on trade processing and reconciliation.Key ResponsibilitiesProcess and confirm trade transactions in a timely manner.Reconcile discrepancies between trade data and reports from...

As a Senior Financial Advisor, you will be the primary point of contact for new clients. You will engage directly with HNIs and upper-middle-class prospects, understand their financial situation, explain our frameworks in a clear and compelling manner, and guide them toward structured investments. This role requires building trust quickly, converting...

Job Title: Senior Wealth Specialist">Role Overview: As a wealth management professional, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients. Your core focus will be on achieving revenue, client acquisition, and Asset Under Management (AUM) targets through effective sales and advisory of investment...