Financial Services Manager
3 days ago
As a Financial Services Manager - Sales and Distribution with OppenheimerFunds Distributor, Inc., you will play a critical role in driving sustained growth in sales through targeted initiatives aimed at long-term development of distributor relationships and expanding markets for our organization.
Key Responsibilities- Sales Target Achievement: Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities to meet targets.
- Distributor Relationship Management: Strengthen working relationships with current channel partners and distributors to entrench the Invesco brand and grow sales. Maintain & prioritize regular contact with channel partners to sustain and improve the relationship.
- Market Intelligence: Collect market & competitor intelligence on investment strategies, engagement efforts, and talent, and share within the organization.
- Experience: 5-10 years of experience in financial services, preferably in mutual fund sales.
- Certifications: NISM Series V - Mutual Funds Distributor Module certified (required).
- Skills: Excellent interpersonal skills, communication, and presentation skills; well-entrenched & networked in the local AMC market; strong grasp of investment concepts and products in the asset management industry.
- Competitive Compensation: The salary for this position is estimated to be around $80,000 per year, depending on qualifications and experience.
- Flexible Work Arrangements: As an employee of OppenheimerFunds Distributor, Inc., you can enjoy flexible work arrangements, including hybrid work options.
- Employee Benefits: We offer a comprehensive benefits package, including medical insurance, retirement planning, life insurance, and more.
At OppenheimerFunds Distributor, Inc., we believe in diversity and inclusion, and we are committed to creating a workplace where everyone feels valued and respected. If you are passionate about delivering exceptional customer service and building strong relationships with channel partners, we encourage you to apply for this exciting opportunity.
-
Financial Services Relationship Manager
4 weeks 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 Services Specialist
4 weeks 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
4 weeks 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...
-
Senior Financial Services Manager
4 weeks ago
Navi Mumbai, Maharashtra, India LMV Financial Services Pvt Ltd Full timeJob 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...
-
Financial Services Specialist
4 weeks ago
Navi Mumbai, Maharashtra, India Blend Financial Services Ltd. Full timeRole 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...
-
Financial Services Specialist
3 weeks ago
Mumbai, Maharashtra, India Blend Financial Services Ltd Full timeJob 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.
-
Financial Services Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Blend Financial Services Ltd. Full timeKey Responsibilities:- Foster and enhance relationships with existing and prospective clients across various geographies, catering to governments, corporates, and financial institutions.- Develop and execute strategies to originate new client engagements aligned with the company's vision.- Lead a diverse range of transactions across sectors for mandates...
-
Financial Services Relationship Manager
3 days ago
Mumbai, Maharashtra, India Blend Financial Services Ltd. Full timeKey Responsibilities:- Develop and strengthen relationships with existing and prospective clients across geographies, encompassing governments, corporates, and financial institutions.- Originate new client engagements that align with company strategy, focusing on transactions across various sectors.- Lead on a range of transactions, including mandates...
-
Financial Services Consultant
3 weeks ago
Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full timeAt 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...
-
{"text": "Branch Operations Manager
3 weeks ago
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...
-
Financial Services Professional
3 weeks ago
Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full timeWe 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...
-
Financial Services Specialist
4 weeks ago
Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full timeBTW Financial Services & IMF PVT LTD is a leader in providing comprehensive financial solutions to individuals and businesses. As a trusted partner, we offer a wide range of financial services, including insurance marketing and distribution.The RoleRoles & Responsibilities:Client Relationship Management:Cultivate and maintain strong relationships with...
-
Financial Services Specialist
4 weeks 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 Acquisition Specialist
3 weeks ago
Mumbai, Maharashtra, India Capwise Financial Services Private Limited Full timeAbout 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...
-
Financial Services Specialist
3 days ago
Mumbai, Maharashtra, India Blend Financial Services Ltd Full time**Job Summary:**We are seeking a highly skilled Financial Services Specialist to join our team at Blend Financial Services Ltd. As a Project Finance Expert, you will play a crucial role in identifying and negotiating project finance opportunities with international banks and institutions.**About Us:**Blend Financial Services Ltd is a leading financial...
-
Financial Advisor
4 weeks ago
Mumbai, Maharashtra, India Blend Financial Services Limited Full timeAbout Blend Financial Services LimitedWe are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor - Risk Management Expert, you will be responsible for:Audit and ComplianceFinancial StructuringGlobal Financing SolutionsOur ideal candidate will have expertise in:Controlling business cyclesTracking monthly statusRegular...
-
Financial Services Professional
3 days ago
Mumbai, Maharashtra, India BTW Financial Services & IMF PVT LTD Full timeBTW Financial Services & IMF PVT LTD is a prominent financial services provider, offering a wide spectrum of services including insurance marketing and distribution. Our company prides itself on being a trusted partner for individuals and businesses seeking financial security and growth.About the CompanyWe specialize in simplifying complex financial...
-
Financial Relationship Manager
4 weeks ago
Navi Mumbai, Maharashtra, India Blend Financial Services Ltd. Full timeJob Description:At Blend Financial Services Ltd., we are seeking an experienced Financial Relationship Manager to join our team. As a key member of our sales and marketing team, you will be responsible for developing and strengthening relationships with existing and prospective clients across geographies. Develop and manage new deals flow & originate new...
-
Strategic Financial Acquisitions Manager
4 weeks ago
Mumbai, Maharashtra, India Capwise Financial Services Private Limited Full timeAbout Us:Capwise Financial Services Private Limited is a leading investment bank based out of Mumbai with additional offices in Delhi (NCR) and Bengaluru. We are known for offering exceptional financial advisory services in Debt Syndication, Mergers & Acquisitions, and Private Equity fundraising. Our approach is built on creating wealth and trust through...
-
Strategic Financial Relationship Manager
3 days ago
Navi Mumbai, Maharashtra, India Blend Financial Services Limited Full timeCompany Overview: Blend Financial Services Limited is a reputable financial institution with a strong presence across various geographies. Our clients include governments, corporates, and financial institutions, offering a diverse range of services and opportunities.