
Financial Services Sales
2 days ago
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.
-
Financial Services Operations Specialist
5 days 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
-
HDB Financial Services
2 days ago
Mumbai, Maharashtra, India HDB Financial Services Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRequirement 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...
-
Sales Executive – Financial Services
7 days ago
Mumbai, Maharashtra, India Dellorz Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany 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
1 day ago
Mumbai, Maharashtra, India HDB Financial Services Limited Full time ₹ 6,00,000 - ₹ 18,00,000 per yearHDB 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...
-
Mumbai, Maharashtra, India HDB Financial Services Ltd. Full time ₹ 8,00,000 - ₹ 25,00,000 per yearManaging 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...
-
Corporate Sales Manager
1 day ago
Mumbai, Maharashtra, India Raise Financial Services Full time ₹ 15,00,000 - ₹ 20,00,000 per yearRole 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...
-
Sales Manager
2 weeks ago
Mumbai, Maharashtra, India HDFC Credila Financial Services Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany 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 ...
-
Mumbai, Maharashtra, India Growmore FInancial Services Full time ₹ 5,00,000 - ₹ 15,00,000 per yearRole & 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...
-
HDB Financial Services
2 days ago
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,...
-
Mumbai, Maharashtra, India HDB Financial Services Ltd. Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob 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...