BFSI Job Vacancies in Mumbai

Key ResponsibilitiesClient Relationship Management: Acting as the primary point of contact to foster trust and long-term partnerships.Needs Assessment: Understanding client's financial goals or business needs to offer tailored solutions and advice.Sales & Growth: Meeting sales targets by identifying upselling and cross-selling opportunities within existing accounts.Conflict Resolution: Addressing client complaints and concerns promptly and professionally.Reporting & Analysis: Monitoring account performance, maintaining accurate records in CRM systems, and preparing reports on client interactions.Internal Collaboration: Working with marketing, sales, and support teams to deliver a seamless client experience.Required Skills and QualificationsCommunication: Strong verbal and written communication skills for client interaction and negotiation.Interpersonal Skills: Empathy and a customer-centric mindset to build trust.Problem-Solving: Ability to resolve complex customer issues efficiently.Technical Skills: Proficiency in CRM software (e.g., Salesforce, HubSpot) and MS Office/Google Workspace.Education/Experience: Usually requires a bachelor

Strong background in Agency & Broker Channel- Experience in creating partners, brokers, and franchisee models- Capability to build, manage, and scale distribution networks-Candidates with LI Agency Exp of 1.5-2years minimum-Candidates with good communication in the location wise language and stability in their career. (in case candidate is unemployed currently, unemployment gap of around 1-2 months is okay, kindly avoid profiles which have been unemployed for over 3 months)-Stability is a mandate for each profile-Candidates with min Graduation and age up to 40 years.-Candidates with CTC up to 6.5LPA Max (We can offer upto 8LPA max depending on their current CTC)How will you contribute to this role?-Recruit distributors/partners to sell ULIP products through them-Be the custodian for revenue generation and achieve business targets-Attend joint field work and help distributors/partners whenever needed

Hiring: Front Line Sales Executive Banking LoansIndustry: Banking & Financial ServicesRole: Front Line Sales (Loans)Experience: Freshers & up to 2 YearsCTC: 2.5 LPA 5 LPALocation: Pan India Job OverviewWe are hiring Front Line Sales Executives for leading banking and financial institutions. This role involves sourcing and selling loan products, building customer relationships, and achieving sales targets. Key ResponsibilitiesPromote and sell banking loan products such as:Home LoansLoan Against Property (LAP)Business LoansPersonal Loans (as applicable)Identify and approach potential customers through field sales and referralsExplain product features, eligibility, and documentation requirementsMaintain relationships with customers and ensure excellent serviceAchieve monthly sales targets and contribute to team growthCoordinate with internal teams for smooth loan processing Eligibility CriteriaEducation: Minimum Graduate (any stream)Experience: Freshers or candidates with up to 2 years of sales experienceAge: As per company normsSkills Required:Good communication & interpersonal skillsBasic understanding of sales & customer handlingWillingness to work in field sales What We OfferCompetitive salary (2.5 5 LPA)Performance-based incentivesTraining & career growth opportunitiesOpportunity to work with leading banks & NBFCsPan India job locations Contact : 9511141033 , 9455950201, 9696503868 or hr@nextmoveindia.in , www.nextmoveindia.in Interested candidates can apply through the Google Form below: Apply Now:https://lnkd.in/gepdSYjt

Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc. Role & Responsibilities:Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals.Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Mobile : 8108518344

- Develop and execute content marketing strategies:- Create comprehensive content marketing strategies to drive brand awareness, increase website traffic, and generate leads.- Create engaging content:- Write high-quality, engaging content for various digital platforms such as blogs, social media, and email campaigns.- Analyze and optimize content performance:- Use tools like Google Analytics to track content performance, identify areas for improvement, and optimize content to drive better results.- Collaborate with cross-functional teams:- Work closely with the design, social media, and SEO teams to ensure content aligns with overall marketing objectives.- Stay updated on industry trends:- Stay informed about the latest trends and best practices in content marketing to continuously improve strategies.Skills and Expectations:1. Proven experience in content marketing:- At least 3 years of experience in developing and implementing effective content marketing strategies.2. Strong writing and editing skills:- Ability to create compelling, error-free content that resonates with the target audience.3. Analytical mindset:- Proficiency in using data analytics tools to measure content performance and make data-driven decisions.4. Team player:- Ability to collaborate effectively with cross-functional teams to achieve marketing goals.5. Bachelor's degree in B.Com or related field:- A degree in commerce or a related field to demonstrate a strong foundation in business and marketing principles.

Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time). Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.inMobile : 8655867034;

JOB DESCRIPTIONRole - CSMChannel - BancassuranceLocation - Mumbai What are we looking for?We're looking for a Corporate Sales Manager to drive sales targets by maintaining positive relationships with channel partners and HDFC Life teams in an allocated territory.What does the job entail?Engage and nurture relationships with channel partners to achieve business targets.Design and execute a sales plan to help the team gain the maximum mindshare of distributors, thereby meeting targets and increasing market share within the channel.Review the team's progress against the plan and provide guidance to help them succeed and grow in their careers.Ensure desired sales behavior in the team by using the digital sales management process.Maintain quality and persistency of the business.Work Experience6+ years of total sales experience, with at least 2 years of team management experience.Experience in the BFSI (Banking, Financial Services, and Insurance) industry is preferred.Essential QualificationA bachelor's degree in any field.Preferred Skills :Strong skills in sales planning, team management, and a high achievement drive.

*Job Description FLS (Front Line Sales) Direct Channel**Job Title:* Front Line Sales Executive (Direct Channel)*Industry:* Insurance*Location:* Andheri Marol*Job Summary:*The Front-Line Sales Executive (FLS) Direct Channel is responsible for selling life/general insurance products directly to customers through field sales activities, leads generated by the company, or self-sourced leads. The role focuses on direct customer interaction, ensuring target achievement and customer satisfaction.*Key Responsibilities:*1. Sell insurance policies directly to individual customers through personal meetings and digital platforms.2. Convert leads generated by the company or through self-sourcing into sales.3. Build and manage relationships with new and existing customers.4. Conduct product presentations and financial needs analysis.5. Achieve monthly/quarterly sales targets and productivity benchmarks.6. Maintain accurate records of customer interactions and policy sales.7. Provide after-sales service to ensure customer satisfaction and retention.8. Ensure compliance with internal and external regulatory guidelines.

Financial Advisor

Skills & Persona:Graduate with 1-2 years of experience in Gold Appraisal, Valuation, Checking and Handling.Upto 30 years of ageExcellent communication skills in the local language and elementary English2 wheeler and Driving License is mandatory

Were Actively Hiring Banking Sales Professionals in Mumbai! Looking to build your career in the Banking Sales sector?We are hiring passionate candidates for Sales Executive / Sr. Executive / Assistant Manager roles in Mumbai. Location: Mumbai Freshers & Experienced candidates welcome You can also share your CV to talentseekers2024@gmail.com

Relevant Business Banking / Wealth Management Experience inBanks, NBFC, Brokerage House. Relevant experience as below:Senior Relationship Manager 6+ years Relationship Manager 3 - 6years

Relationship ManagerCompany: Eureka Outsourcing Solutions (EOS) Aditya Birla ProcessLocation: Majiwada, Thane, Maharashtra 400607Job Type: Full-Time Work from OfficeIndustry: BPO (BFSI Process)Job Description:Eureka Outsourcing Solutions is hiring Relationship Managers for their Aditya Birla BFSI process. This role involves managing customer relationships through inbound/outbound calls, focusing on sales or service within the BFSI sector.Key Responsibilities:Handle inbound and outbound customer interactions professionallyPromote and cross-sell financial products and services (insurance, mutual funds, NBFCs, etc.)Address customer queries and resolve concerns promptlyMaintain quality communication and adhere to call center standardsEligibility Criteria:Education: 12th Pass / GraduateExperience: Minimum 2 years of call center experience in the BFSI sector (NBFCs, banks, insurance, mutual funds)Gender Preference: FemaleCommunication: Must have English Versant 6 level (good communication skills mandatory)Job Details:Shift Timing: Day Shift 9:30 AM to 6:30 PMWorking Days: Monday to SaturdayWeekly Off: 1 rotational offSalary: As per last drawn (Open Bracket)Interview Mode: Face-to-Face

Job Title: Equity Dealer Stock Broking Locations: Surat, Ahmedabad, Rajkot, Mumbai Job Description: We are seeking a skilled and proactive Equity Dealer to join our team. The ideal candidate will be responsible for executing trades, providing investment recommendations, and ensuring seamless trading experiences for clients. This role demands strong market knowledge, client interaction skills, and the ability to perform under pressure. Key Responsibilities: Execute buy/sell orders for clients with accuracy and speed. Communicate trading calls and investment ideas effectively to clients. Achieve brokerage revenue targets and promote cross-selling of financial products. Maintain strong relationships with clients and provide ongoing support. Monitor market trends, stock movements, and trading activities to advise clients. Ensure compliance with regulatory guidelines and company policies. Required Candidate Profile: Must hold NISM Series 8 (Equity Derivatives) Certification. Minimum 1 year of experience as an Equity Dealer in the Stock Market. Ability to work efficiently in a high-pressure, fast-paced trading environment. Strong analytical skills and knowledge of financial markets. Excellent communication and client-handling abilities. Please Note Targets: 5 KYC (Know Your Customer): Acquire 5 new clients. Each client should have a trading margin (funds available for trading) of 50,000 to 1,00,000. 3x Revenue of Salary: Generate revenue that is three times your current salary. TPP (Third Party Products): Focus on selling the following Third Party Products: o Insurance, Term Plan, IAP (Investment Advisory Platform), PMS (Portfolio Management Services)

Bpo retail and bfsi

Job Opening: Frontline Sales Executive (FOS) Locations: Hyderabad, Bangalore, Chennai & Mumbai Company: Bharti AXA Life Insurance Company Industry: Insurance & Financial Services Role Overview:Bharti AXA Life Insurance is looking for enthusiastic and target-driven individuals for the Frontline Sales (FOS) role. The selected candidates will be responsible for promoting life insurance products, achieving sales targets, and building long-term customer relationships. Key Responsibilities:Promote and sell life insurance products to potential customers through direct and referral-based channels.Generate leads through cold calling, market activities, and networking.Educate customers on product features, benefits, and terms.Achieve monthly sales targets and contribute to overall business growth.Maintain customer relationships and provide after-sales support.Ensure complete and accurate documentation as per regulatory guidelines. Eligibility Criteria:Experience: Minimum 6 months of experience in sales (preferably in insurance, BFSI, or telecom/FMCG sectors).Education: Minimum 12th Pass; Graduation preferred.Skills Required:Strong communication and interpersonal skills.Sales-oriented mindset with a passion for targets.Self-motivated and customer-focused.Basic knowledge of insurance products (preferred). Compensation:Salary Range: 2.25 LPA 2.75 LPA (Based on experience and interview performance)Attractive performance-based incentives available. Why Bharti AXA Life Insurance?One of Indias leading life insurers with a strong market presence.Excellent growth and learning opportunities.Supportive and rewarding work environment.

Key Responsibilities: Assist in identifying new business opportunities within the bond/debt market, including corporate issuers, institutional investors, and intermediaries. Support senior team members in client acquisition, deal pipeline tracking, and relationship management. Prepare and customize pitch decks, market research reports, and presentations for potential clients. Conduct preliminary market analysis and help monitor developments in the fixed income space (interest rates, yields, credit spreads, regulatory news, etc.). Coordinate meetings, demos, and follow-ups with prospective clients. Maintain and update CRM systems and track engagement metrics. Assist in organizing events, webinars, and conferences to promote services and engage with industry stakeholders.________________________________________Requirements: Bachelor's degree in finance, Economics, Business, or a related field. 03 years of experience in a business development, sales support, financial research, or capital markets role (internships count!). Basic understanding of debt instruments, such as corporate bonds, sovereign bonds, and other fixed income products. Strong communication and interpersonal skills able to speak confidently with clients and internal stakeholders. Good analytical and problem-solving skills; proficiency in Excel and PowerPoint. Willingness to learn, take initiative, and grow within a fast-paced, client-facing environment.________________________________________Preferred Qualities: Interest in building a career in capital markets, especially in debt/fixed income. Entrepreneurial mindset with a passion for client interaction. Team player with strong organizational skills and attention to detail.

Responsible for build up your team by using your self-network-You have to train and motivate them for sales-You have to organize sales visit for business development-Develop your team member for more business-Managing monthly and weekly meeting

We are looking for 100 Financial Advisor Posts in Navi Mumbai, Mumbai, with deep knowledge in Financial Services, Financial Planning, Corporate Finance, Investment Banking, BFSI, Finance, Voice Process, Leadership, Financial Reporting, Business Finance, Team Coordinator, Financial Consultancy, Brand Awareness, Analytical Ability, Analytical Skills, Infrastructure Finance, Taxation, SAAS and Required Educational Qualification is : Bachelor of Hotel Management