Financial Services Representative

2 weeks ago


Navi Mumbai, Maharashtra, India SS&C Technologies Holdings Full time
Job Overview

We are seeking a Financial Services Representative to provide mutual funds transaction processing services with a customer-focused approach. The selected candidate will provide proactive and innovative solutions to customers, working on standard, repeatable tasks that require limited judgment and decision making.

Key Responsibilities:

  • Acquires job skills and learns company policies and procedures to complete tasks.
  • Follows detailed work instructions and works under close supervision.
  • Minimally requires a high school degree and up to 1 year of related experience.

Requirements:

  • High school degree
  • Up to 1 year of related experience

About the Role:

This is an entry-level support representative position that involves working on standard, repeatable tasks that require limited judgment and decision making.



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

    Role SummaryWe are seeking an experienced Financial Services Specialist to join our team at Blend Financial Services Ltd. In this role, you will be responsible for preparing company snapshots for banks and financial institutions, including financial models and teasers.Key Responsibilities- Collaborate with senior management to identify and approach potential...


  • Navi Mumbai, Maharashtra, India SS&C Technologies Holdings Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProcess mutual funds transactions with a customer-focused approachProvide proactive and innovative...


  • Navi Mumbai, Maharashtra, India SS&C Technologies Holdings Full time

    Job DescriptionAt SS&C Technologies Holdings, we are seeking a skilled Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing mutual funds transaction processing services with a customer-focused approach. You will work closely with customers to understand their needs and provide...


  • Navi Mumbai, Maharashtra, India LMV Financial Services Pvt Ltd Full time

    Job SummaryLeverage your expertise in financial services to drive growth and profitability at LMV Financial Services Pvt Ltd. As a Senior Financial Services Manager, you will oversee the efficient operation of branch activities, reporting financial and operational information to company management.Key ResponsibilitiesManage financial responsibilities for all...


  • Navi Mumbai, Maharashtra, India LMV Financial Services Pvt Ltd Full time

    {"text": "As Branch Operations Manager - Financial Services, you will be responsible for overseeing the efficient and profitable operation of branch activities. In addition to reporting all financial and operations information to company management, you will also identify operational deficiencies and implement plans for improvement.Mandatory Skill Set-1...


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

    Role 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...


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

    Job SummaryAt Blend Financial Services Ltd, we seek an experienced Financial Services Specialist to join our team. The Financial Services Specialist will be responsible for negotiating project finance transactions with international banks and institutions.


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

    Job 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...


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

    Job 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...


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

    Job 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...


  • Mumbai, Maharashtra, India Interactive Brokers Full time

    Interactive Brokers is seeking a highly skilled Client Services Representative to join our team. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to provide top-notch support to our clients.Key Responsibilities:Respond to client inquiries via phone, email, and online chatProvide in-depth...


  • Mumbai, Maharashtra, India Blend Financial Services Limited Full time

    About 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...


  • Navi Mumbai, Maharashtra, India WNS Global Services Full time

    Job DescriptionWe are seeking a highly skilled Customer Service Representative to join our team at WNS Global Services. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients through various communication channels.Key ResponsibilitiesAnswer incoming calls and respond to customer queries in a...


  • Mumbai, Maharashtra, India Blend Financial Services Limited Full time

    Financial 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...


  • Navi Mumbai, Maharashtra, India LMV Financial Services Pvt Ltd Full time

    The role of Branch Manager at LMV Financial Services Pvt Ltd involves overseeing the efficient and profitable operation of branch activities.Mandatory Skill Set:Expertise in handling Personal Loan, Home Loan, Business Loan DSA Profile.Ability to generate revenue from the open market.Minimum 2-6 years of experience.Responsibilities:Key...


  • Navi Mumbai, Maharashtra, India LMV Financial Services Pvt Ltd Full time

    The Branch Director will be responsible for overseeing the efficient and profitable operation of branch activities. In addition to reporting all financial and operations information to company management. Mandatory Skill Set-1 Expertise & Prior Work Experience in handling Personal Loan, Home Loan, Business Loan DSA Profile.2.Can Generate Revenue from open...


  • Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full time

    At BTW Financial Services & IMF PVT LTD, we strive to provide exceptional financial solutions to our clients. As a Financial Services Consultant, you will be responsible for building and maintaining strong relationships with a base of clients.Key ResponsibilitiesClient Relationship Management: Acquire new clients, build strong relationships, and conduct...


  • Mumbai, Maharashtra, India Capwise Financial Services Private Limited Full time

    About the RoleAt Capwise Financial Services Private Limited, we are seeking a skilled Financial Services Acquisition Specialist to join our team. As a key member of our acquisition team, you will be responsible for identifying and acquiring corporate clients across various industries.Key responsibilities will include:Identifying and developing relationships...


  • Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full time

    About 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...


  • Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full time

    We are seeking a highly skilled Financial Services Professional to join our team at BTW Financial Services & IMF PVT LTD. As an Insurance Marketing Firm, we specialize in marketing and distributing insurance products, offering a diverse range of options for individuals and businesses. Our ideal candidate will have excellent financial expertise, strong...