BTW Financial Services
16 hours ago
Client consultation and coordination on calls and emails.
To identify potential clients through various channels such as networking, referrals and cold calling.
To develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.
To negotiate with the clients and close the deals to achieve the set goals.
Stay updated on industry trends, market conditions and market competition.
Manage leads, track sales activities, and generate reports for management review.
Participate in regular sales meetings, training sessions, and performance reviews to continuously improve sales techniques and product knowledge.
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BTW Financial Services
23 hours ago
Mumbai, Maharashtra, India Btw Financial Services & Imf Full time ₹ 5,00,000 - ₹ 15,00,000 per yearAbout The Role :We are seeking a proactive Marketing Specialist to drive client engagement and sales in the insurance and mutual funds sectors. This role requires strong communication skills, fieldwork, and a commitment to building lasting client relationships.Key Responsibilities:- Conduct face-to-face meetings with potential clients to understand their...
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Financial Services Operations Specialist
2 weeks ago
Navi Mumbai, Maharashtra, India V Financial Services Full time ₹ 8,00,000 - ₹ 12,00,000 per yearResponsibilities:* 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
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Financial Services Sales
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Mumbai, Maharashtra, India ORBIS Financial Corporation Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per yearJob 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...
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Travel Insurance Advisor
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HDB Financial Services
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HDB Financial Services
1 week ago
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Financial Advisor
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HDB Financial Services
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Mumbai, Maharashtra, India HDB Financial Services Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearKey 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,...
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Marketing Role
20 hours ago
Mumbai, Maharashtra, India Btw Financial Services & Imf Full time ₹ 5,00,000 - ₹ 15,00,000 per yearJob Description: We are seeking a proactive Marketing Specialist to drive client engagement and sales in the insurance and mutual funds sectors. This role requires strong communication skills, fieldwork, and a commitment to building lasting client relationships. Key Responsibilities: Conduct face-to-face meetings with potential clients to understand their...
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Group Chief Financial Officer
1 week ago
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