Sales - Financial Services

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

About 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...

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...

Company Description:At Monedo Financial Services, we are more than a Non-Banking Financial Company; we are your strategic partner in financial empowerment. Founded in 2017 by Ashish Kohli, we specialize in providing personalized financial solutions driven by innovation, ethics, and genuine care. We focus on SME Financing, Healthcare Financing, and Supply...

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....

Company DescriptionInCred Financial Services leverages technology and data science to make lending quick, simple, and hassle-free. By focusing on the unique needs of borrowers, InCred simplifies the lending process and makes financing accessible. Products include personal loans for unexpected financial needs, education loans to support higher education, and...

Company DescriptionCredila Financial Services Limited, previously known as HDFC Credila Financial Services Limited, is dedicated to supporting your education journey. We provide comprehensive education loan solutions to students and their families. Stay connected with us for updates and support through our various social media channels. Visit our website at ...

Role & responsibilitiesThis is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor at Growmore Financial Services in Mulund, Mumbai. The Candidate will be responsible for providing financial suggestion, creating financial plans, & helping clients to achieve their Financial Goals. The ideal candidate will focus on client acquisition and...

    Fly Hi Financial Services Ltd. is an Asset-lite, tech-forward NBFC, focused on bridging gaps between financing and quality education in India's burgeoning education sector. Flyhi Finance provides highly affordable education lending products aimed at K-12 schooling, coaching classes, higher education, professional and vocational skill development...

Job Title: Business AdvisorCompany: India FilingsAbout IndiaFilings:IndiaFilings is one of India's leading platforms for startups and businesses to access professional services such as registration, taxation, compliance, legal, and financial advisory. We are committed to helping entrepreneurs grow and thrive.Job Overview:As a Business Advisor, you will be...