Financial Services Relationship Manager

Relationship BuilderTo excel in this role, you will be responsible for fostering and maintaining strong ties with customers in the retail mortgage sector. This involves understanding their financial needs and providing tailored solutions to meet those requirements.Main Responsibilities:Develop and execute strategies to enhance customer satisfaction and...

Role Summary: We are seeking a highly motivated and dynamic Business Development Executive to join our team. The ideal candidate will be responsible for driving sales through the POSP (Point of Sale Person) and channel Partners while maintaining client relationships. The role requires outbound calling, follow-ups with potential customers, and updating MIS...

Job Overview:We are seeking a seasoned sales professional to drive business growth through strategic relationship management with banking partners.Key Responsibilities:Generate leads from assigned bank channels and foster cross-selling opportunities for various financial products.Develop customer relationships and identify business development...

Client Service Associate JobDevelop your career in wealth management by joining our dynamic team. This role involves providing exceptional client service and support to help individuals and families achieve their financial goals.The Client Service Associate will be responsible for assisting with client onboarding, documentation, and communication processes....

We are seeking an experienced debt funding expert to join our team.The successful candidate will drive the process of raising debt capital from banks, NBFCs, and financial institutions.Debt Funding Expertise:Raising debt funds from banks, NBFCs, and financial institutionsStrategic Relationship Building:Building and managing relationships with lenders, rating...

About the RoleWe are seeking a highly skilled Finance Executive to join our organization. This is a full-time remote position that requires managing financial statements, performing analytical tasks, overseeing finance-related activities, ensuring GST compliance, and preparing reports.The candidate will collaborate with various departments to provide...

Job OpportunityWe are seeking an experienced Operations Leader with a proven track record of managing large-scale operations in Banking, Financial Services, and Insurance (BFSI).The ideal candidate will bring 15+ years of experience in setting up, transitioning, and managing large operations teams, working with global clients across North America, Middle...

Financial Services Tax SpecialistKey Responsibilities:Conduct in-depth reviews of complex financial services client returns, focusing on hedge funds, private equity and fund of funds, blocker corporation returns, and S-Corporation returns prepared by staff or senior professionals.Review state returns for financial services clients to ensure accuracy and...

Key role in the overall growth and stability of our organizationJob Purpose: Our technology service management operation unit is dedicated to ensuring uninterrupted Technology Services to our staffs and customers through ITIL process governance, leading service improvements, and driving automation.As a critical leadership role that plays an important part in...

Profile: Relationship manager Location: Uttar pradesh ( Moradabad, Firozabad, Varanasi, Mauranipur, Mahoba, Mathura, Ambedkar Nagar, Prayagraj) Experience: Minimum 6 months in the Insurance sector (Motor/Health Insurance preferred) Channel: Agency Channel — work with POSP agents Key Responsibilities: Recruit and manage POSP (Point of Sales Person)...