Sales Manager Financial Services
4 days ago
Job Description: Financial Services Sales Executive / Manager
Position:
Financial Services Sales Executive / Manager
Department:
Sales & Business Development
Location:
Onsite - Bangalore
Role Overview:
We are looking for a proactive and customer-focused professional to join our team in Financial Services Sales. The role involves acquiring new clients, promoting financial products (such as insurance, investments, loans, or mutual funds), building long-term customer relationships, and achieving sales targets.
Key Responsibilities
Identify, prospect, and acquire new clients for financial products and services.
Promote and sell a range of financial solutions (Insurance, Mutual Funds, Loans, Fixed Deposits, Retirement Plans, etc.).
Understand clients' financial needs and provide suitable product recommendations.
Develop and maintain strong client relationships for repeat and referral business.
Meet and exceed monthly/quarterly sales targets.
Conduct market research to identify new opportunities and stay updated on industry trends.
Coordinate with internal teams to ensure smooth client onboarding and service delivery.
Prepare and present sales reports to management.
Qualifications & Skills
* Bachelor's degree in Business, Finance, Marketing, or related field.
* Prior experience (0–5+ years) in financial services sales, banking, or insurance.
* Strong knowledge of financial products and services.
* Excellent communication, negotiation, and interpersonal skills.
* Target-driven, with a proven track record of achieving sales goals.
* Ability to build trust and long-term relationships with clients.
* Self-motivated, energetic, and resilient under pressure.
Please submit your applications to /
-
Senior Sales Manager
2 days ago
Bengaluru, Karnataka, India HDB Financial Services Full time ₹ 1,04,000 - ₹ 1,30,878 per yearRole - Senior Sales ManagerExp - 2 to 8 YearsProduct - Mortgage loansJob Role :Key functions will be:• Achievement of business plan targets in terms of volume growth, product mix and market share.• Responsibility for Dealer network management & expansion.• Promotion of business & Institutional sales.• Planning& executive sales promotion plans &...
-
Relationship Manager
2 weeks ago
Bengaluru, Karnataka, India Myalternates Financial Services Full time ₹ 1,20,000 - ₹ 1,80,000 per yearRoles & Responsibilities:Contribute to sales performance and sales goals for the allocated territoryDevelop key relationships with new & existing investors to drive new business and keep them up to date.Analyse, evaluate, and develop a tailored relationship strategy for each client.Coordinate with the operations team and assist clients in their investment...
-
Manager - Financial Services (GSS)
1 week ago
Bengaluru, Karnataka, India ACME SERVICES PRIVATE LIMITED Full time ₹ 1,04,000 - ₹ 1,30,878 per yearRoles and ResponsibilityManage and oversee the financial services team to achieve business objectives.Develop and implement strategies to drive growth and expansion in the financial services sector.Build and maintain relationships with key stakeholders, including clients and partners.Analyze market trends and competitor activity to identify opportunities and...
-
Financial Services Backend Executive
4 days ago
Bengaluru, Karnataka, India Fintrans Investment Services Private Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob Description: Financial Services Backend Executive / AssociatePosition:Backend Executive – Financial ServicesDepartment:Operations / Back OfficeLocation:Onsite, BangaloreRole OverviewWe are seeking a detail-oriented and process-driven Backend Executive to support our Financial Services operations. The role involves handling documentation, data entry,...
-
Category Manager, Financial Services
6 hours ago
Bengaluru, Karnataka, India Standard Chartered Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob ID: 39951Location: Bangalore, INArea of interest: Business Support, Management & EfficiencyJob type: Regular EmployeeWork style: Office WorkingOpening date: 18 Sept 2025Job SummaryJoin our dynamic Financial Services Supply Chain Management (SCM) team as we focus on optimizing Brokerage, Clearing, and Exchange (BCE) fees. This exciting opportunity...
-
Sales Manager
2 weeks ago
Bengaluru, Karnataka, India HDB Financial Services Full time ₹ 8,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesAchievement of business plan targets in terms of volume growth, product mix and market share.Responsibility for Dealer network management & expansion.Promotion of business & Institutional sales.Planning& executive sales promotion plans & activities.Effective cost management.Conducting detailed market study to analyze the latest market...
-
Management Trainee – Sales, Marketing
2 weeks ago
Bengaluru, Karnataka, India Sales Partners Full time ₹ 35,000 - ₹ 2,00,000 per yearLooking for more than "just a job"?AtSales Partners, we believe in building careers, not positions. We specialize inface-to-face marketing, live event promotions, and brand growth campaigns, and we're searching fordriven individualsready to fast-track their careers insales, marketing, and leadership.This is anentry-level, full-time, on-site roledesigned...
-
Assistant Manager
9 hours ago
Bengaluru, Karnataka, India Naukri Sales Jobs Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWe are looking for a skilled finance professional with 3 to 4 years of experience to join our team as an Assistant Manager (AM) - Finance & Accounts. The ideal candidate will have a strong background in sales and finance, with excellent analytical and problem-solving skills.Roles and ResponsibilityManage financial planning, budgeting, and forecasting for the...
-
Financial Accountant
2 days ago
Bengaluru, Karnataka, India Oracle Financial Services Software Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSenior Financial Accountant Maintain general accounting systems, policies, and procedures to ensure that proper information is reported in accordance with Generally Accepted Accounting Principles.
-
VP, CFO Office Services
1 week ago
Bengaluru, Karnataka, India Tresvista Financial Services Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout TresVistaTresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology-enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista's...