Sales - Financial Services

Job Title: Financial Services Sales and Business DevelopmentLocation: Mumbai BKCJob Description:Are you passionate about financial markets and aspire to excel in the financial services industry? Join our team as a Financial Services Sales and Business Development, where you will play a crucial role in delivering top-notch financial solutions, managing...

Responsibilities:* Manage financial services operations on BSE STAR& MF Utility platform* Execute equity market transactions & handle client queries* Oversee mutual fund ops, CRM & investment execution processesCoordinating with CAMs & Kfintech

Requirement Gathering & Translation : - Elicit and document business needs from sales, marketing, and customer service departments and translate them into functional requirements for the CRM system.System Optimization : - Analyze CRM systems and processes to identify areas for improvement, streamline workflows, and enhance operational efficiency.Data...

Company DescriptionAt Dellorz, we believe wealth is not just about numbers—it's about trust, ethics, and purpose. Founded with a vision to bring transparency and integrity into financial advisory, Dellorz is a new-age wealth management startup with over seven years of experience in Investment Planning, Wealth Management, and Financial Advisory Services....

HDB Financial Services Ltd is looking for an experienced Red Team Assessment expert to join our Cyber Security Team. This role is responsible for simulating real-world attacks to test the effectiveness of our security controls, detection capabilities, and incident response processes. The ideal candidate will have a strong background in offensive...

Managing Mortgage sales and accountable for increasing profitable sales growth asper targets Overall ownership of Mortgage business for the locations cluster assigned Understanding the customer s requirements and ensuring quick service delivery Constantly building relationship with existing clients to generate repeat business Managing weighted IRR for...

Role OverviewAs aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

Role Summary:We are seeking a dynamic and results-driven Corporate/SME Senior Sales Manager to lead and drive commercial insurance sales. The ideal candidate will have extensive experience in developing Non-Motor General Insurance sales channels and a strong understanding of various insurance products, including Cyber Insurance, Fire, Marine, and Group...

Key Responsibilities : - Design, develop, and maintain custom mobile applications integrated with SugarCRM. - Customize the SugarCRM mobile app (Android/iOS) using the SugarCRM Mobile SDK. - Develop RESTful API integrations between SugarCRM and third-party systems. - Collaborate with cross-functional teams including backend developers, UX/UI designers,...

Job Role Interact regularly with Territory Managers Sales Managers to set targets achieve required sales for cross sell Business Recruitment Handling and grooming of the Sales Team in presentation selling skills Make joint calls with sales team if required Training for competence development of Territory Managers Sales Managers Driving Sales Processes...