Financial Services Sales

Job Title: Financial Services Sales and Business Development

Location: Mumbai BKC

Job 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 stakeholder relationships, and driving sales growth.

Key Responsibilities:

• Demonstrate a strong interest in financial markets with a commitment to working in the financial services sector.
• Strict adherence to RBI and SEBI regulations while conducting financial market transactions.
• Manage and collaborate effectively with multiple stakeholder groups.
• Build and maintain lasting relationships with clients, ensuring their needs are addressed efficiently.
• Research and identify new market opportunities to expand the business.
• Deliver professional presentations to both new and existing clients.
• Handle and resolve client grievances, safeguarding the company's reputation.
• Conduct in-depth research on industry trends, competitors, and target audiences.
• Develop and execute creative approaches for influencer marketing campaigns.
• Strengthen relationships with existing clients and ensure a high level of engagement.
• Collaborate closely with Financial Markets Risk Advisors, Relationship Managers, and product partners to maximize client value.

Required Candidate Profile:

• In-depth knowledge of financial markets is an advantage.
• Strong communication and multitasking abilities.
• Experience in handling customer inquiries and providing timely solutions.
• Exceptional interpersonal, relationship-building, and networking skills.
• Excellent written and verbal communication skills, both online and in person.
• Strong presentation skills.

Educational Qualifications:

• MBA/PGDM (Sales/Marketing) or a Commerce background is preferred.

Key Skills:

• MS Excel, MS Word, MS PowerPoint: Advanced knowledge is essential.
• Analytical & Problem-Solving: Ability to analyze data and offer effective solutions.

Soft Skills:

• Strong communication and empathy to exceed client expectations.
• A data-driven mindset with attention to detail.
• Excellent organizational skills and the ability to multitask.

About Orbis Financial Corporation Limited

Orbis is a leading financial services provider offering innovative solutions in Custody, Trusteeship, Fund Accounting, and Capital Market Services. With a strong presence across India, we are committed to delivering excellence, building trusted client relationships, and driving growth through innovation.

We are looking for dynamic, result-oriented professionals (freshers & experienced) to join our Sales & Marketing team in Mumbai and be part of our growth journey.

What Youll Do

• Identify, engage, and build strong relationships with potential clients.
• Support lead generation, client outreach, and market research activities.
• Create impactful sales pitches, presentations, and proposals.
• Promote Orbis suite of financial services (Custody, Trusteeship, Fund Accounting, etc.).
• Achieve business targets through client acquisition and retention.
• Collaborate with internal teams to deliver seamless client service.
• Stay updated on industry trends, competitor strategies, and market opportunities.
• Participate in branding, campaigns, and client engagement initiatives.

What We're Looking For – Experienced Professionals (1–5 years)

• Proven experience in Sales/Marketing within BFSI/Financial Services.
• Strong client acquisition and relationship management skills.
• Good understanding of equity, debt, custody, trusteeship, or related products.
• Ability to design and execute sales strategies to drive revenue.
• Skilled in negotiations, presentations, and business development.
• Track record of meeting/exceeding sales targets.

Qualifications

• Bachelor's/Master's degree in Business Administration, Finance, or Marketing.
• MBA/PGDM (Marketing/Finance) preferred.
• Freshers with strong communication skills & passion for financial markets are welcome.

Why Join Orbis?

• Be part of a fast-growing financial services leader.
• Gain hands-on exposure to capital market products & services.
• Work with a high-performing sales team in a dynamic environment.
• Performance-driven growth opportunities & recognition.
• Learning & development programs for career progression.