Financial Services Representative

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...

Industry:Areion Group of companies consisting of finance companies viz Assets Management Company, NBFC and Advisory etc.Role Summary:We are seeking an experienced and strategic Chief Financial Officer (CFO) to lead the Finance & Accounts department of the Group. The CFO will be a key member of the senior management team, responsible for driving the Groups...

Role OverviewAs aSales Development Representativeyou will play a critical role in client acquisition and engagement by delivering high-touch financial advice and onboarding support. The position involves direct interaction with clients to assess financial needs, present Family Investment Portfolios/ Family Insurance Portfolios (FIPs), and generate...

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...

Company DescriptionParamount Health Services & Insurance TPA Pvt. Ltd. (PHS) is a Third Party Administrator in the Health Insurance sector that services various insurance companies. PHS adds value by facilitating smooth operations through its network of healthcare service providers, medical care standardization, claims management, client servicing, and...

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,...

We are seeking highly motivated and detail-oriented professionals to join our team as Client Services Representatives.Job SummaryThe primary responsibility of a Client Services Representative is to provide exceptional customer service and support via various communication channels. Strong understanding of products and services, along with excellent...

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...