BFSI Job Vacancies in Navi Mumbai

Job description:Relationship Manager - Fractional Investment SolutionsLocation: Navi MumbaiDepartment: Sales & Business DevelopmentReports To: Team ManagerEmployment Type: Full-TimeAbout Supremus AngelSupremus Angel LLP is a fast-growing financial services company offering innovative investment solutions through a relationship-driven approach. We are committed to helping clients build wealth while providing our employees with excellent growth and career opportunities.Job SummaryWe are looking for energetic, ambitious, and relationship-driven individuals who are passionate about sales and client engagement. Whether you are an experienced sales professional or a fresher eager to build a rewarding career, this opportunity is for you.The ideal candidate should possess strong communication skills, confidence in interacting with clients, and the ability to thrive in a target-oriented environment. This role involves acquiring new clients, building long-term relationships, understanding investor requirements, and promoting the company's fractional investment solutions.If you enjoy networking, relationship building, client acquisition, and achieving goals, we would love to hear from you.Key ResponsibilitiesIdentify and connect with prospective clients through calls, referrals, networking, and business development activities.Build and maintain strong relationships with clients and investors.Understand client requirements and present suitable investment opportunities and solutions.Generate qualified leads and convert them into business opportunities.Conduct client meetings, presentations, and follow-up discussions.Achieve individual sales and revenue targets as assigned by management.Maintain regular communication with clients to ensure high engagement and satisfaction.Keep accurate records of client interactions, follow-ups, and business activities.Coordinate with internal teams to ensure smooth onboarding and client servicing.Participate in sales training programs, product briefings, and team meetings.Stay updated on industry trends, market developments, and company offerings.Contribute towards branch and team business objectives.Eligibility CriteriaGraduate in any discipline.Freshers with strong communication skills and a sales-oriented mindset are encouraged to apply.Experienced candidates from Financial Services, Banking, Insurance, Real Estate, Broking, Telecom, Hospitality, Education, Retail, B2B Sales, or any customer-facing industry are welcome.Strong verbal and written communication skills.Excellent interpersonal and relationship-building abilities.Positive attitude and willingness to learn.Ability to work in a fast-paced and target-driven environment.Preferred SkillsSales and business development aptitude.Client acquisition and relationship management skills.Negotiation and persuasion abilities.Strong networking and communication capabilities.Self-motivated and result-oriented approach.Basic knowledge of MS Office and CRM systems will be an added advantage.What We Are Looking ForIndividuals with a strong passion for sales and business growth.Candidates who enjoy meeting people and building long-term professional relationships.Professionals who are confident, proactive, and target-focused.Team players with a positive attitude and growth mindset.Freshers who are eager to learn and develop a successful career in financial services.Candidates willing to work in a performance-driven and target-oriented environment.Why Join Us?Opportunity to work in the growing fractional investment sector.Attractive incentive structure with high earning potential.Fast-track career growth based on performance.Comprehensive training and professional development support.Dynamic, target-driven, and growth-oriented work culture.Exposure to client relationship management and investment solutions.Recognition and rewards for outstanding performers.Preferred Candidate ProfileExcellent communication and presentation skills.Strong relationship-building capabilities.Comfortable with client meetings and business development activities.Goal-oriented with a strong desire to achieve and exceed targets.Immediate joiners will be preferred.Experience: Freshers to 5 YearsIndustry Preference: Financial Services, Banking, Insurance, Investments, Real Estate, Telecom, Retail, Hospitality, BPO, Education, and Other Sales-Oriented Industries.Work Schedule: Monday to FridayLocation: ThaneJoin Supremus Angel and become part of a fast-growing organization where your relationships, ambition, and performance can help shape a successful career in the financial services industry.Job Type: Full-timeWork Location: In person

We are seeking a dedicated Relationship Manager to join our team in Navi Mumbai. The ideal candidate will have 1 to 4 years of experience in managing client relationships and will play a crucial role in fostering long-lasting relationships with our clients.Key Responsibilities:- Client Interaction: Engage with clients regularly to understand their needs and provide tailored solutions, ensuring high satisfaction levels.- Account Management: Oversee client accounts and maintain updated records, ensuring all client information is accurate and current.- Problem Resolution: Address and resolve any issues or concerns raised by clients promptly, reinforcing trust and reliability.- Sales Support: Assist in upselling and cross-selling additional services to existing clients, enhancing their experience and increasing revenue.- Market Research: Stay informed about market trends and competitor activities to provide valuable insights to clients and the company.Required Skills and Expectations:The ideal candidate should possess excellent communication skills, both verbal and written, to effectively interact with clients. Strong interpersonal skills are essential for building rapport and managing relationships. Candidates should be proactive, demonstrating a problem-solving attitude when facing challenges. A Bachelor's degree in Business or a related field is preferred but not mandatory. Familiarity with CRM software will be beneficial. Additionally, a basic understanding of sales principles and market dynamics is important. The ability to work collaboratively in a team environment while also being self-motivated is highly valued.

A VRM (Virtual Relationship Manager) channel in insurance is a remote sales and service channel that uses phone and digital platforms to sell insurance products and manage customer relationships. A job description for this role involves tasks like contacting prospects, selling products, building client relationships remotely, providing customer service, and meeting sales targets through virtual interactions like telecalling. Key responsibilitiesSales and lead management: Reaching out to new and existing customers to present products, generate leads, and close deals over the phone.Customer relationship management: Building and maintaining relationships with customers through regular virtual interaction, addressing questions, and providing solutions.Customer service: Providing end-to-end service, including handling queries, managing policy details, and assisting with renewals and claims.Performance and compliance: Meeting sales quotas, achieving Key Performance Indicators (KPIs), and adhering to security protocols and quality standards.

Financial Advisor

Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product teamMust Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentationDesired Candidate Profiles Candidate Should have a minimum 6 month- 4 years years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation.Location- Across Mumbai, Maharashtra

Job Posting: HR Trainee Recruiter (Fresher / Experienced)Company: MintSkill HR Solutions LLPLocation: Navi Mumbai, Kharghar (5-minute walk from railway station/highway)Position: Full-Time HR Recruiter (Paid On-the-Job Training for Fresher)Duration: 3 Months (extendable to 6 months), followed by a full-time roleAbout Us: MintSkill HR Solutions LLP specializes in executive search and HR consulting, helping businesses find and manage top talent.What Youll Learn: Recruitment lifecycle management Candidate sourcing and screening Use of HR software and analytics Conducting interviews and assessments Developing job descriptionsResponsibilities: Manage recruitment from start to finish Source and screen candidates Conduct interviews (phone and video) Follow up through the on boarding processRequirements: Recent Graduates (2024 or earlier) Available for full-time work in Navi Mumbai, Kharghar Strong communication and organizational skills Proficiency in MS Excel Preferred: Experience in BFSI recruitmentCompensation: Training Stipend: Rs. 5,000/month + incentives (for Freshers) Post-Training Salary: Rs. 1.68 to Rs. 6 Lac/year + incentivesPerks: Training completion certificate Performance reviews every six months Sponsored management program after 3 years Work from Home opportunity for experienced candidatesApply Now: Join MintSkill and make an impact. Send your resume to rasika.sawant@mintskill.com or call +91 7304976420Website: www.mintskill.comMintSkill HR Solutions LLP is an equal opportunity employer.

Club Mahindra - Walk-in Drive for Relationship Manager (Vashi, Navi Mumbai)Calling all passionate and results-oriented individuals!Club Mahindra, a leading name in the timeshare industry, is hosting a walk-in drive for the position of Relationship Manager in Vashi, Navi Mumbai. Join our dynamic team and build a fulfilling career helping families create unforgettable vacation memories.About the Role:As a Relationship Manager, you will play a key role in developing and nurturing long-term relationships with our valued members. Your responsibilities will include:Understanding member needs and recommending the perfect vacation ownership plan.Providing exceptional customer service and ensuring member satisfaction.Achieving and exceeding sales targets.Building strong relationships with new and existing members.Why Join Club Mahindra?Be part of a well-established and respected brand in the hospitality industry.Make a difference by helping families create lasting memories.Opportunity for professional growth and development.Competitive salary and benefits package.Who We're Looking For:Graduate in any discipline with excellent communication and interpersonal skills.Minimum 1-2 years of experience in sales or relationship management (preferred).Strong understanding of the timeshare industry a plus.Passionate about the hospitality sector and delivering exceptional customer service.Target-oriented with a proven track record of success.Walk-in Details:Date: 27th June 2024Time: 11:00 AM to 4:00 PMVenue: Club Mahindra 412, BSEL Tech Park, C wing, 4th floor, opp railway station,, Vashi, Navi Mumbai 400709Contact person : PankajDocuments Required:Updated resumePhotocopies of academic certificates and experience lettersValid ID proofDon't miss this exciting opportunity! We look forward to meeting you!Note: This is a walk-in drive. No prior registration is required.Thanks,

ROFILE- Financial Advisor (Insurance Sales)Job description1. Contact individuals on phone call to promote services like Insurance and cross selling.2. Should be able to explain the product and its benefits to the customers3. Resolving customer queries4. Customer follow up and feedback post initial interactionTraining will be provided

Airoli we only require candidates for *YES BANK HV .*??Prior BFSI sales ( PL, HL, CC, SA,Dmat , insurance or other banking sales ) will be considered.GOOD ENGLISH.*No other exp will be considered for this.*Salary : 17000 TH ( apprentice )16500 TH ( AiTM)Regards,

Demonstrates product & process knowledge, customer service skills and selling skills specifically required in the BFSI industry Create and maintain a positive and professional learning environmentMotivate trainees through effective training methodologies both in group and individual classroom dynamicsTraining experience proficient in training methodologies used in the BFSI industry, and soft skills (communication skills, critical thinking, time management, team building, etc.)

Roles & Responsibilities:1. Area/ Lane /Geography Mapping:Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle.2. Source Relationship Management:Responsible for managing the relationship with all sources assigned and identified by him in his geography/area.3. Maintain Reports:Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities.4. Channel Partner Recruitment:Responsible for identifying the need for appointment of a channel partner5. Team Huddle:Responsible for attending team huddle on a daily basis as per the set process.6. Customer Relationship Management:Responsible for enhancing the customer experience by developing and maintaining relationship with customers.7. Completion of File:Responsible for submission of complete application form, documentations and informationDesired candidate profile:1. Must be a graduate from any stream2. Should have minimum 6 months of experience in sales 3. Candidates with prior experience in BFSI will have an added advantage4. Open to travel5. Must have good communication skills

candidate who can build and develope application, maintenance, project support, application support in banking domain, project management tool skilled

Relationship building with Customers. Work closely with Wealth Management team to create the requisite traction and follow up the business. Conduct regular training for the partner on product and process, documentation and other guidelines. New initiatives to drive business and increased engagement with the team to gain mindshare through R&R programs. Develop plans and implement projects that achieve the goals and objectives of the project and aligns with the Organizations overall business strategy. Desired Skills: Highly developed client service and client satisfaction focus mind-set is a must. Expertise in positioning solutions effectively. Fluency in proposing, presenting and discussing solutions with clients. Strong networking, selling and influencing skills. Understanding of Products and services.

Job description1. Contact individuals on phone call to promote services like Insurance and cross selling.2. Should be able to explain the product and its benefits to the customers3. Resolving customer queries4. Customer follow up and feedback post initial interaction

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