Financial Services Associate
17 hours ago
**Job Title**: Financial Services Associate
**Job Summary**:
We are looking for a dynamic and customer-focused individual to drive sales of financial products by meeting new and existing clients, understanding their financial needs, and offering suitable solutions.
**Key Responsibilities**:
- Achieve sales targets for financial products like fixed deposits, insurance, and investments
- Meet walk-in customers and follow up on referrals to generate leads
- Understand customer needs and recommend appropriate financial products
- Ensure complete documentation and follow the defined sales process
- Maintain relationships with customers for repeat business and servicing
- Coordinate with internal teams for smooth post-sales service
- Stay updated on product features and market trends
- Ensure compliance with company policies and industry regulations
**Requirements**:
- Graduate or MBA with at least 1 year of sales or financial services experience
- Good communication and interpersonal skills
- Customer-first attitude and willingness to learn
Pay: ₹18,000.00 - ₹24,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
Supplemental Pay:
- Performance bonus
Application Question(s):
- Do you have experience in BFSI sales?
Work Location: In person
-
Financial Reporting Associate
1 week ago
Gurugram, Haryana, India Ameriprise Financial Full timePrepare annual, semiannual, and quarterly financial reports for the Columbia Mutual Funds, Life and Annuity Products and Collective Funds, including financial statements, notes to the financial statements, financial highlights and portfolio of investments. Preparation of various internal reports and reports that are filed with regulatory agencies including...
-
Financial Service Associate
16 hours ago
Gurugram, Haryana, India Amiscent Careers Full time**Position**: Financial Service Associate **Role and Responsibility**: Ø To monitor closely the HL data and cross sell insurance, fixed deposits and other products as introduced by the company to home loan customers of Sales Ø To source open market business too and achieve the targets assigned Ø To be completely aware of the products being offered by...
-
Associate, CFO Office Services
2 weeks ago
Bengaluru, Gurugram, Pune, India Tresvista Financial Services Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout the Department:CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFOs office at the clients end. The delivery team comprises highly skilled...
-
Pa/spa - Bankruptcy
1 week ago
Gurugram, Haryana, India BSI Financial Services Full time**Job Title: Process Associate - Bankruptcy** Experience: 1 to 2 Years in US Mortgage Bankruptcy Shift: Flexible to work as per business requirement (24×7) Education: Any Graduate with Good Pass Percentage Location: Gurgaon **Job Summary**: The Process Associate will be responsible for performing various operational tasks related to US Mortgage servicing,...
-
Financial Control Associate, Avp
1 week ago
Gurugram, Haryana, India NatWest Group Full timeFinancial Control & Reporting, Finance Financial Control Associate, AVP - Gurugram, India- Permanent- Full Time#R-00246135 Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. - This role is based in India and as such all normal working days must be...
-
Customer Service
3 days ago
Gurugram, Haryana, India NatWest Digital X Full timeCustomer Service & Operations, Customer Customer Service & Operations Associate Reconciliation & Investigations - Gurugram, India- Permanent- Full Time#R-00243268 Join our digital revolution in NatWest Digital X In everything we do, we work to one aim. To make digital experiences which are effortless and secure. - So we organise ourselves around three...
-
Associate - Financial Modelling
6 days ago
Gurugram, Haryana, India Acuity Knowledge Partners Full time**Position Title** - Associate** **Experience Level** - **1-4 years. **Department** - **Private Market **Location** -** **Gurgaon/Pune **Position reports to** - **Assistant Director **Job Purpose** **Financial Analysis/Spreading** This opportunity is ideal for a private equity professional who is interested in working with leading global private...
-
Associate, Financial Planning
1 week ago
Gurugram, Haryana, India BlackRock Investments Full time**Associate, Financial Planning & Analysis**: **Location**: **Gurgaon, Haryana** Team: **Financial Planning & Analysis** Job Requisition #**:R256077** Date posted**:Aug. 07, 2025
-
Analyst - Research and Investment Services
1 week ago
Bengaluru, Gurugram, Mumbai, India Tresvista Financial Services Full time ₹ 6,00,000 - ₹ 12,00,000 per yearAbout the DepartmentResearch and Investment Services (RIS) is one of the vital service lines offered to clients, providing Modeling and Financial Analysis, Research, Due Diligence, Valuation and Portfolio Management, Deal Sourcing, and Marketing and Communications. We are a group of highly skilled professionals working as an extension of the clients teams...
-
Application Associate Financial Modeling
16 hours ago
Gurugram, Haryana, India S&P Global Full time**About the Role**: **Grade Level (for internal use)**: 07 **S&P Global Market Intelligence**:The Role**: S&P Global Market Intelligence is seeking an Application Associate to join our Financial Modeling team within Client Operations in Ahmedabad. **The Team**: The Financial Modeling & Client Operations teams are primary touchpoints for our clients and are...