Financial Services Relationship Lead
4 days ago
We are seeking a highly skilled Relationship Manager to join our team at Hensex Securities Pvt. Ltd. Our company is a leading financial service provider in India, dedicated to delivering innovative solutions to our clients.
As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our existing clients, as well as identifying and pursuing new business opportunities. Your expertise in financial instruments, investment products, and market trends will enable you to provide tailored financial solutions to our clients.
Key Responsibilities:
- Client Relationship Management: Develop and maintain strong relationships with existing clients, providing expert advice and delivering exceptional customer service.
- New Business Development: Identify and engage potential clients to expand our client base and achieve business growth targets.
- Financial Planning: Collaborate with clients to assess their financial objectives, risk tolerance, and investment preferences, and develop comprehensive financial plans and investment strategies accordingly.
- Investment Planning: Offer expert guidance on a diverse range of financial services, including Equity Broking, Commodity Broking, Mutual funds and Insurance/Corporate FDs, aligned with clients' risk profiles and objectives.
- Portfolio Analysis: Conduct regular portfolio reviews and performance analysis to ensure client investments are on track to meet their financial goals.
Requirements:
- 1-3 years of experience in a similar role.
- Excellent customer relationship management (CRM) skills.
- Proven ability to generate leads and drive business growth.
- Good understanding of business propositions.
- Sales-focused mindset with the ability to identify and pursue prospects.
If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
-
Relationship Manager
3 weeks ago
Jaipur, Rajasthan, India Motilal Oswal Financial Services Ltd Full timeWe are seeking a Relationship Officer to establish and maintain strong, mutually beneficial relationships with our clients. The ideal candidate will be responsible for maintaining contact with clients, understanding their needs, and advising them on how our offerings can meet their objectives.The successful candidate willMeet with potential clients to...
-
Financial Services Director
3 weeks ago
Jaipur, Rajasthan, India Jobopenning Full timeJob Description: Stock Broking Operations HeadJob Overview: A leading stock broking company is seeking an experienced and dynamic operations head to lead branch operations and drive business growth. The ideal candidate will be responsible for managing day-to-day activities, ensuring excellent client service, and achieving sales targets while fostering a...
-
Financial Services Professional
3 weeks ago
Jaipur, Rajasthan, India Startup Buddy Services Private Limited Full timeWe are seeking a skilled Financial Services Professional to join Startup Buddy Services Private Limited in Jaipur. The ideal candidate will possess strong knowledge of bookkeeping, TDS, and GST.Key Responsibilities:Ensure accurate and timely financial transactions.Maintain compliance with TDS and GST regulations.Develop and implement effective financial...
-
Financial Services Professional
3 weeks ago
Jaipur, Rajasthan, India Startup Buddy Services Private Limited Full timeAccounting and Compliance ExpertWe are seeking an accomplished financial services professional to join our team at Startup Buddy Services Private Limited in Jaipur. The ideal candidate will possess strong knowledge of bookkeeping, TDS, and GST.Key Responsibilities:Ensure accurate and timely financial record-keepingManage tax compliance and regulatory...
-
Financial Operations Lead
2 weeks ago
Jaipur, Rajasthan, India Genpact Full timeTransforming Financial Operations at GenpactGenpact, a global professional services and solutions firm, seeks a highly skilled Financial Operations Lead to drive innovation and efficiency in our Record to Report (R2R) services. As a key member of our Finance and Accounting practice, you will lead discussions with clients, develop and implement process...
-
Lead Financial Analyst
4 days ago
Jaipur, Rajasthan, India Infosys Full timeJob DescriptionWe are seeking a highly skilled Lead Financial Analyst to join our team at Infosys.This is an exciting opportunity for a motivated individual to take on a key role in our finance department.About the RoleThe Lead Financial Analyst will be responsible for reviewing and processing invoices, including PO and non-PO invoices. This will involve...
-
Relationship Director
4 weeks ago
Jaipur, Rajasthan, India Jobopenning Full timeJob Title: Relationship DirectorLocation: Not SpecifiedPosition Type: Full TimeJob Summary:The Relationship Director will play a key role in managing and nurturing client relationships within our stock broking house. This position is responsible for providing exceptional service to clients, advising them on investment opportunities, and ensuring a seamless...
-
Relationship Manager
1 month ago
Jaipur, Rajasthan, India Jobopenning Full timeJob Title: Relationship ManagerJob Summary:The Relationship Manager will play a pivotal role in fostering and maintaining strong client relationships within our stock broking house. This position is responsible for delivering exceptional service to clients, providing expert guidance on investment opportunities, and ensuring a seamless trading experience.Key...
-
Relationship Director
3 weeks ago
Jaipur, Rajasthan, India Jobopenning Full timeJob DescriptionJob Title: Relationship DirectorThe Relationship Director will play a key role in managing and nurturing client relationships within our stock broking house. This position is responsible for providing exceptional service to clients, advising them on investment opportunities, and ensuring a seamless trading experience.ResponsibilitiesClient...
-
Financial Services Specialist
3 weeks ago
Jaipur, Rajasthan, India Genpact Full timeAbout Us: Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for...
-
Sales Manager
3 weeks ago
Jaipur, Rajasthan, India STAFFIAA Full timeAbout the Role:This is a challenging sales role for an experienced Sales Manager to join our team at a leading bank. The successful candidate will be responsible for sourcing home loans and loans against property (LAP) through Direct Selling Agents (DSA).Key Responsibilities:Source and acquire new home loan and LAP customers through DSA channels.Build and...
-
Senior Business Development Manager
6 days ago
Jaipur, Rajasthan, India Jobopenning Full timeJob DescriptionWe are seeking an experienced Senior Business Development Manager to join our team in Jaipur. This role will be responsible for managing and nurturing client relationships within our stock broking house.The ideal candidate will possess a deep understanding of financial markets, strong interpersonal skills, and a commitment to client success....
-
Relationship Development Specialist
3 weeks ago
Jaipur, Rajasthan, India Jobopenning Full timeJob Summary:The Relationship Manager will play a key role in managing and nurturing client relationships within our stock broking house. This position is responsible for providing exceptional service to clients, advising them on investment opportunities, and ensuring a seamless trading experience. The ideal candidate will possess a deep understanding of...
-
Customer Relationship Specialist
3 weeks ago
Jaipur, Rajasthan, India Visiontech IT Services Pvt Ltd Full timeVisiontech IT Services Pvt Ltd is seeking a Customer Relationship Specialist to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with existing and potential customers.Key Responsibilities:Sales and Marketing: Reach out to customers to promote company products and services, and...
-
Relationship Manager
1 month ago
Jaipur, Rajasthan, India Anand Rathi Share and Stock Brokers Ltd Full timeKey ResponsibilitiesAs a Relationship Manager at Anand Rathi Share and Stock Brokers Ltd, you will be responsible for acquiring quality clients through various channels, including networking, market intelligence, and referrals. Your primary goal will be to generate cross-sell revenue through financial planning and promote the company's focus product of the...
-
Account Partnership Specialist
4 days ago
Jaipur, Rajasthan, India Motilal Oswal Financial Services Ltd Full timeWe are seeking a highly skilled Account Partnership Specialist to join our team at Motilal Oswal Financial Services Ltd. This role requires a deep understanding of customer needs and the ability to develop plans to address them effectively.About the RoleThe ideal candidate will be responsible for identifying key staff in client companies to cultivate...
-
Financial Director
4 weeks ago
Jaipur, Rajasthan, India Anantara Full timeJob OverviewAs the Financial Director for Anantara, you will be responsible for leading the finance function and ensuring strong financial management within a robust control environment. This includes taking ultimate responsibility for accurate accounting records and providing financial reports for the hotel, which operates on a self-accounting basis and...
-
Senior Financial Consultant
2 weeks ago
Jaipur, Rajasthan, India Hensex Securities Pvt Ltd. Full timeJob OverviewThe Relationship Manager role at Hensex Securities Pvt. Ltd. is a challenging and rewarding position that requires a deep understanding of financial instruments, investment products, and market trends.Key ResponsibilitiesAs a Relationship Manager, you will be responsible for building and maintaining strong relationships with existing clients,...
-
Senior Business Development Manager
3 weeks ago
Jaipur, Rajasthan, India Motilal Oswal Financial Services Ltd Full timeWe are looking for a Senior Business Development Manager to establish and maintain strong relationships with our clients at Motilal Oswal Financial Services Ltd. This role requires a deep understanding of customer needs and the ability to develop strategies to address them effectively. The ideal candidate will be responsible for identifying key staff in...
-
Lead Financial Strategist
5 days ago
Jaipur, Rajasthan, India DCS Group Full timeChief Financial Officer - GurgaonSalary: ₹15,00,000 per annum (CTC)About the RoleThe Chief Financial Officer will be responsible for leading the financial strategy of DCS Group. This includes preparing quarterly and yearly financial statements, supervising quarterly reviews, defining MIS frameworks, and ensuring compliance with IFRS/Ind AS and Companies...