Financial Services Specialist

2 days ago

Navi Mumbai, Maharashtra, India beBeeExpert Full time US$ 60,000 - US$ 1,20,000
Banking and Financial Services Expert

Clients are at the heart of our business, and we're looking for talented professionals to join us in delivering exceptional financial services. As a key member of our team, you will play a vital role in achieving our business objectives by identifying and capitalizing on opportunities to expand our customer base.

Key Responsibilities:

  • Cross-selling of bank products: You will be responsible for promoting and selling a range of banking products to our existing customers, including savings accounts, credit cards, loans, and insurance policies.
  • Client acquisition: You will work closely with our sales teams to identify new business opportunities and develop strategies to acquire new clients.
  • HNI client handling: You will handle high-net-worth individual (HNI) clients, providing them with personalized service and ensuring that their financial needs are met.
  • Portfolio Management: You will work with our portfolio management team to manage the financial portfolios of our HNI clients, ensuring that their investments are aligned with their financial goals.

Required Skills and Qualifications:

  • Min 4+ years in banking/NBFC & Direct sales required.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Strong analytical and problem-solving skills.

Benefits:

  • Competitive salary and bonus structure.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.

Join us in shaping the future of our industry and contributing to the success of our organization.

  • Blend Financial Services

    3 weeks ago

    Mumbai, Maharashtra, India Blend Financial Services Ltd. Full time

    Job Description- Preparation of snapshot about the company as desired by Banks / Financial Institutions, including IM's, teasers, financial models.- Identification and preliminary discussions with Banks / Institutions for syndication of the facility.- Assisting senior management and representatives of the company for the purposes of giving presentations to,...

  • Financial Services Professional

    3 days ago

    Navi Mumbai, Maharashtra, India beBeeAccountability Full time ₹ 2,50,000 - ₹ 5,00,000

    Finance Operations SpecialistWe are seeking a highly organized and detail-oriented individual to join our team as a Finance Operations Specialist. This role will combine finance responsibilities with inventory management, ensuring seamless operations across stock handling, financial transactions, and record-keeping.Main Responsibilities:Finance Duties:Record...

  • Financial Management Specialist

    5 hours ago

    Navi Mumbai, Maharashtra, India beBeeAccountant Full time ₹ 9,00,000 - ₹ 12,00,000

    Financial Management SpecialistWe are seeking an experienced Financial Management Specialist to manage our financial records, prepare invoices and bills, and ensure compliance with accounting regulations.Key Responsibilities:Manage financial records and ensure accuracy of dataPrepare invoices and bills in a timely mannerEnsure compliance with all accounting...

  • Customer Service

    4 weeks ago

    Mumbai, Maharashtra, India Raise Financial Services Full time

    Role Summary:Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching an Investment & Trading platform – Dhan (www.dhan.co) in November 2021.Customer Centricity is one of the core values of Raise and as a...

  • Comprehensive Financial Specialist

    2 days ago

    Navi Mumbai, Maharashtra, India beBeeAccounting Full time ₹ 3,00,000 - ₹ 5,00,000

    Comprehensive Financial SpecialistThe company is seeking a meticulous Comprehensive Financial Specialist to manage sales and purchase invoices, maintain mail communications with clients and suppliers.Responsibilities:Effectively handle sales and purchase invoicesMaintain professional mail communications with clients and suppliersIdentify and explore...

  • Financial Planning Specialist

    3 days ago

    Navi Mumbai, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Financial Planning SpecialistWealth Advisors play a vital role in helping clients achieve their long-term financial goals. Key responsibilities include:Main Responsibilities:Develop and implement daily work plans prioritizing high-potential leads based on the wealth advisory funnel and size.Identify suitable wealth management products that align...

  • Financial Services Representative

    7 days ago

    Navi Mumbai, Maharashtra, India beBeeRelationshipOfficer Full time

    Job Title: Financial Services RepresentativeWe are seeking an experienced and results-driven Financial Services Representative to join our team. This is an excellent opportunity for a motivated individual to build a rewarding career in sales and customer service.About the Role:This role involves working with clients to understand their financial needs and...

  • Senior Financial Services Professional

    2 days ago

    Navi Mumbai, Maharashtra, India beBeeAccountancy Full time ₹ 8,00,000 - ₹ 9,00,000

    Financial Services ProfessionalWe are seeking a skilled Financial Services Professional to oversee the duties of our accounting team. The ideal candidate will have strong organizational and communication skills, with the ability to implement financial systems and processes effectively.Key ResponsibilitiesReconcile income statements and prepare monthly...

  • Financial Services Transaction Coordinator

    2 days ago

    Mumbai, Maharashtra, India beBeeTransaction Full time ₹ 6,30,615 - ₹ 14,21,255

    Job Title: Transaction Operations SpecialistOverview:Deliver high-quality transaction processing, ensuring accurate and timely financial transactions.Validate global currency fund transfers to maintain our reputation for excellent service and secure financial operations.

  • Financial Services Professional

    7 days ago

    Navi Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Description:We are seeking a skilled professional to fill the role of Client Relationship Manager. As a key member of our team, you will be responsible for managing relationships with high net worth individuals (HNIs) and providing personalized banking, business banking, wealth management, and insurance solutions to meet their financial needs.The ideal...