Financial Services Specialist
2 days ago
Financial Services Role
At Snaphunt, we are seeking a skilled Financial Services Specialist to join our team. The successful candidate will be responsible for providing expert financial guidance to clients, helping them achieve their investment goals.
Key Responsibilities
- Client Relationship Management
- Build and maintain strong relationships with clients.
- Conduct in-depth consultations to understand client financial goals and risk tolerance.
- Financial Planning & Analysis
- Analyze client financial situation, including income and existing investments.
- Develop comprehensive financial plans tailored to individual needs and goals.
- Investment Strategy & Portfolio Management
- Recommend suitable mutual funds based on client risk profile and investment objectives.
- Design and manage diversified investment portfolios to optimize returns and minimize risk.
Requirements
- Financial expertise
- Strong communication and relationship-building skills
- Ability to analyze complex financial data
About the Employer
Our client is a Mutual Fund distributor & Insurance Service provider. We specialize in marketing and distributing insurance products, offering a diverse range of insurance options for individuals and businesses.
-
Financial Services Specialist
7 hours 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 Specialist
6 hours 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 days 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
3 days 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
1 week 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 Specialist
5 days 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
2 days 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 Specialist
2 weeks ago
Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full timeAbout BTW Financial Services & IMF PVT LTDWe are a trusted partner for a wide spectrum of financial services, encompassing insurance marketing and the distribution of various financial products. Our expertise lies in marketing and distributing insurance products, offering a diverse range of insurance options for individuals and businesses.The RoleWe are...
-
Senior Financial Solutions Specialist
3 days ago
Navi Mumbai, Maharashtra, India Blend Financial Services Limited Full timeAt Blend Financial Services Limited, we are seeking a highly skilled Senior Financial Solutions Specialist to join our team. As a key member of our Structured Finance department, you will be responsible for delivering corporate finance solutions to clients in Africa.Key Responsibilities:Develop and implement comprehensive financial structuring solutions for...
-
Financial Services Specialist
1 week ago
Mumbai, Maharashtra, India Snaphunt Full timeFinancial Services Specialist **The Offer** We are seeking a highly skilled Financial Services Specialist to join our team at Snaphunt. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients. **The Job** **Client Relationship Management:** * Build and maintain strong relationships with a base...
-
Financial Services Expert
3 days 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 Specialist
1 week ago
Mumbai, Maharashtra, India Snaphunt Full timeFinancial Services OpportunityOur client, a Mutual Fund distributor & Insurance Service provider, is seeking a skilled professional to join their team as a Financial Services Specialist.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with clients, conduct in-depth consultations to understand their financial goals,...
-
Financial Services Manager
1 week ago
Mumbai, Maharashtra, India Capwise Financial Services Private Limited Full timeAbout Capwise Financial Services Private LimitedWe are a leading investment bank in India, offering best-in-class financial advisory services in debt syndication, mergers & acquisitions, and private equity fundraising. Our philosophy is built on strategizing wealth and building trust through transparent business practices.Job SummaryWe are seeking a highly...
-
Financial Services Relationship Manager
8 hours 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 Planning Specialist
1 week ago
Mumbai, Maharashtra, India 12542 Citicorp Services India Private Limited Full timeJob Title: Financial Planning SpecialistJob Summary:Citicorp Services India Private Limited is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing financial analysis and insights to support business decisions.Key Responsibilities:Conduct financial analysis and create...
-
Financial Management Specialist
3 days ago
Mumbai, Maharashtra, India Sygnific Services Full timeFinancial Management SpecialistAt Sygnific Services, we are seeking a highly skilled Financial Management Specialist to join our team. The ideal candidate will have a strong background in financial management, with experience in preparing and analyzing financial reports, managing accounting operations, and ensuring compliance with accounting standards and...
-
Financial Operations Specialist
8 hours ago
Mumbai, Maharashtra, India Sygnific Services Full timeFinancial Operations SpecialistAt Sygnific Services, we are seeking a highly skilled Financial Operations Specialist to join our team. The ideal candidate will have a strong background in financial reporting, accounting, and compliance.Key Responsibilities:Prepare and analyze financial reports, including income statements, balance sheets, and cash flow...
-
Operations Specialist for Financial Services
9 hours ago
Mumbai, Maharashtra, India Ananta Resource Management Full timeAnanta Resource Management is looking for an experienced professional to join our team as an Operations Specialist for Financial Services. Our company provides comprehensive financial services tailored to our clients’ unique needs. As a Non-Banking Financial Company (NBFC), we take pride in offering a wide range of financial products and services designed...
-
Financial Operations Specialist
5 days ago
Mumbai, Maharashtra, India Sygnific Services Full timeFinancial Operations SpecialistAt Sygnific Services, we are seeking a highly skilled Financial Operations Specialist to join our team. The ideal candidate will have a strong background in financial reporting, accounting, and compliance. Key Responsibilities:Prepare and analyze accurate and timely financial reports, including income statements, balance...
-
Oracle Cloud Financials Specialist
1 week ago
Mumbai, Maharashtra, India Tata Consultancy Services Full timeUnlock Your Career PotentialTata Consultancy Services is seeking a highly skilled Oracle Cloud Financials Specialist to join our team.About the RoleWe are looking for an experienced professional with a strong background in Oracle Cloud Financials and eBusiness Suite modules. The ideal candidate will have a minimum of 5 years of relevant IT work experience in...