Array ( [0] => cash-management [1] => delhi-ncr ) Cash Management Jobs in Delhi NCR,Cash Management Job Vacancies in Delhi NCR
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Cash Management Job Vacancies in Delhi NCR

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Urgent Requirement For Cashier

Vinclo Systems

  • 1 yrs
  • 2.3 Lac/Yr
  • Gurgaon
Cash Collection Tally Cash Handling Cashier Activities Petty Cash Management
We are seeking a reliable Cashier to join our team in Gurgaon. The ideal candidate should be detail-oriented and possess good communication skills. **Key Responsibilities:**- **Processing Transactions:** Accurately handle cash, credit, and debit transactions. Ensure each transaction is processed swiftly to provide a seamless experience for customers.- **Customer Assistance:** Greet customers warmly and assist them with their purchases, answering any questions they may have about products and services.- **Maintaining Cash Register:** Keep the cash register organized and ensure that it balances at the end of shifts. This includes counting cash and reconciling discrepancies.- **Handling Returns and Exchanges:** Process returned or exchanged items by following company policies. This requires understanding the return policy to assist customers correctly.- **Stock Management:** Assist in keeping the sales area organized and stocked. This may involve helping to restock shelves and ensuring items are easily accessible to customers.**Required Skills and Expectations:**- A high school diploma (12th pass) is required; additional education in finance or retail management is a plus.- Strong numerical skills and the ability to handle money accurately.- Excellent communication skills to interact friendly with customers and coworkers.- Attention to detail to ensure accuracy in processing transactions and handling inventory.- A positive attitude and willingness to work in a fast-paced environment.- Must be able to work full-time hours and be available to work from the office in Gurgaon.
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Hiring Fresher / ATM Officer / 12th Pass

Weavings Manpower Solutions Pvt Ltd

  • 0 - 3 yrs
  • 2.3 Lac/Yr
  • Noida Sector 2
Cash Handling ATM Operator ATM Officer ATM Cashier Cashier
As an ATM Officer, you will be responsible for managing and maintaining ATM operations, ensuring the machines are fully functional and well-stocked. This role is ideal for individuals looking to build a career in banking and finance.Key Responsibilities:1. **ATM Maintenance**: Regularly check ATM machines to ensure they are working correctly. Troubleshoot and resolve any technical issues promptly to minimize downtime.2. **Cash Management**: Monitor cash levels in ATMs and ensure they are replenished on time. Work with suppliers to manage cash logistics efficiently.3. **Customer Assistance**: Provide support to customers using the ATMs. Address any inquiries or concerns they may have about their transactions.4. **Reporting**: Keep detailed records of ATM transactions and maintenance activities. Prepare reports for management to help track machine performance and usage.5. **Security Procedures**: Follow company security protocols to ensure the safety of cash and data at all times.Required Skills and Expectations:Candidates should have a minimum of a 12th-grade education and good communication skills. Basic knowledge of ATM operations and troubleshooting is preferred but not mandatory for candidates willing to learn. Attention to detail and strong organizational skills are essential. The role requires a reliable and hardworking individual who can work well in a team and is committed to delivering excellent customer service. Male candidates are preferred for this position, and it is a full-time office-based role located in Noida Sector 2.
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Relationship Manager For Financial Services Company - Gurgaon

Capital Placement Services

  • 2 - 6 yrs
  • 6.0 Lac/Yr
  • Gurgaon
Relationship Manager Financial Services Mutual Funds Mutual Funds Sales
Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence
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Accountant - Full Time - Freshers

My Cleaners

  • 0 - 6 yrs
  • 1.3 Lac/Yr
  • Shahdara Delhi
Accounting Communication Cash Management Billing Writing Thoda English
Need a accountant cum manager for my laundry store in navin shahdara . The work is to make bills , maintain finance , manage expenses . Get bonus and various perks depending on the quality of work . Thank you .
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Interview For Shop Keeper || 12th Pass - Freshers

India Motors

  • 0 - 1 yrs
  • GT Karnal Road Delhi
Basic Math Skills Cash Register Operation Cash Handling Inventory Management Customer Service
The Shop Manager will be responsible for overseeing the daily operations of the store located at GT Karnal Road, Delhi. Key responsibilities include managing inventory, supervising staff, ensuring customer satisfaction, and maximizing sales. The ideal candidate should have strong leadership skills, excellent communication abilities, and a high school diploma. They should also be detail-oriented, customer-focused, and able to work well under pressure.
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Opening For Oracle EBS Technical Consultant

Eagledrift

  • 5 - 10 yrs
  • 20.0 Lac/Yr
  • Gurgaon
Oracle EBS Technical Consultatnt E-Business Suite Technical Consultant R12 PLSQL Oracle EBS Modules Procure to Pay Order to Cash Supply Chain Management Integrations
Technical roleLocation : GurgoanNP : Immediate / 15 daysExp: 5+ yrsAn Oracle EBS (E-Business Suite) Technical Consultant is responsible for designing, developing, and maintaining Oracle EBS applications. This involves customizing and enhancing modules, troubleshooting technical issues, and ensuring smooth integration with other systems.Required Skills and Experience:Technical Expertise: Strong experience with Oracle EBS R12, PL/SQL, Oracle Forms, Reports, and potentially other tools like BI Publisher.Module Knowledge: Understanding of Oracle EBS modules like Financials, Procure To Pay, Order To Cash, Supply Chain Management.Integration Skills: Experience with integrations using technologies like SOA or Web Services.Communication: Excellent communication and collaboration skills are crucial for working with various stakeholders.Problem-Solving: Strong problem-solving and troubleshooting skills are essential for resolving technical issues.Hands-on development & implementation experience with 5+ years across business functionality.Interested candidate can share profile to Rekha.C@eagledrift.com
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Accounts & Finance Executive (5-10 Years)

Corporate Employment Services

  • 5 - 10 yrs
  • 5.0 Lac/Yr
  • Delhi
Budgeting Tools Cash Flow Analysis ERP Systems Forecasting Models GAAP Knowledge Payroll Systems QuickBooks Tax Compliance Auditing Data Analysis Excel SAP Cost Management Financial Reporting Financial Analysis Accounting Software Financial Statements TDS GST Tally ERP
Desired Candidate Profile: Accountant (B.Com. / CA Inter) with 05 + years of experience in manufacturing preferably steel (Tubes & Structure). Knowledge of Indian taxation, Companies Act, and applicable industry regulations. Proficiency in Advanced Excel, Busy and Tally. Analytical mind-set with good communication and team coordination skills.________________________________________Roles and Responsibilities: Manage direct and indirect tax compliance (GST, TDS, Income tax, etc.). Posting of Sale/ Purchase Bills.
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Hiring For Assistant Manager – Compliance and Operations - Delhi,Noida,Delhi Ncr

JOB24by7 Recruitment Consultancy Services

  • 3 - 5 yrs
  • Delhi
PMS AIF Mutual Funds Mutual Funds Sales Operations Compliance Advanced Excel Taxation Financial Reports Operations Management Investment SEBI Assistant Manager
Asst. Manager - Compliance and Operations will be responsible for the end-to-end ownership of operational workflow of Category III AIF to cover the following deliverables:Periodically review exposure, drawdowns, and investor commitments against fund documents and regulatory limits.Conduct pre- and post-trade compliance checks (investment concentration limits, sector restrictions, leverage, etc.). Ensure transactions are within regulatory and fund-specific boundaries.Assist in drafting and updating internal compliance checklists, SOPs, and dashboards.Assist in preparation and filing of regulatory reports including SEBI AIF reports (monthly/quarterly), RBI/FEMA filings if applicable.Monitor compliance with SEBI AIF Regulations, PPM (Private Placement Memorandum), and internal investment guidelines.Validate accruals, expenses, performance fees and management fee computations as per PPM and agreements.Support audits and inspections (SEBI, statutory, internal) by providing required data and explanations.Coordinate daily/periodic NAV computation with fund administrator; review trial balance, valuations, and reconciliation reports.Ensure timely and accurate recording of fund transactions.Support investor queries related to capital statements, tax workings, and portfolio performance.Prepare financial statements, investor reports, and quarterly performance reports.Work closely with auditors for annual audits, tax filings, and statutory reporting.QUALIFICATIONS:1. CA / MBA (Finance) or equivalent professional qualification.2. 35 years of relevant experience in AIF/PMS/Mutual Funds or compliance.3. Working knowledge of SEBI AIF Regulations, Companies Act, and taxation aspects relevant to AIFs.4. Ability to comprehend financial reports5. Excellent working knowledge of excel6. Attention to detail is a MUST7. Strong written and verbal communication skills will be an added advantage in this role
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Wealth Manager

IIFL Capitals Partnes Ms Finline

Stock Market Mutual Funds Equity Sales Stock Broking Private Banking
Trading Account Opening meeting New Prospects .develop and Implement Effective Sales Strategies and Market Analytics.manage and Lead a Team of Sales Representatives.achieve Sales Targets and Monitor Performance Metrics.build and Maintain Strong Client Relationships.analyse Market Trends and Identify Growth Opportunities.prepare Sales Forecasts and Budgets.collaborate with Marketing and Product Teams to Enhance Customer Offerings.ensure Compliance with Regulatory Requirements.meeting Old and New Clients.maintaining Excel for Daily Working and Team.
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Looking For Team Manager

BS2 Hire (Path of Career Solution)

Team Leader Equity Broking Stock Broker Share Broker Equity Sales Mutual Funds Demat Electronic Security Wealth Advisor Wealth Manager Team Manager HNI Acquisition HNI Sales
Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base
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Urgent Hiring House Manager

SR Expert Services LLP

  • 10 - 20 yrs
  • 5.0 Lac/Yr
  • Delhi
Staff Management Cash Management House Manager
1 . House Manager Experience: at least 10 years with Kothi or Veg family Shift - 8 AM to 7 PM, Salary: 40k to 45k Leaves: 1 month leave in years, Travel is compulsoryRole: below mention for House managerHire Other Staff for House Works.Ensure the facility management, Maintenance of Home equipment & AMCs of all Equipments.Inventory Management of all e.g, Groceries, Vegetable and Fruits with Kitchen also.Vehicles Management, Insurance, Service and spare Maintaining etc.Major Skill Staff Management: Food and other items procurement Travel Management Assets Management Cash ManagementCriteria1. Owners requirement fulfillment.2. Travel Management.3. Assets Management AMC / Maintenance.4. Food Procurement Management.5. Cash Management.6. Safety Management.7. Long Travel Acceptance.8. Good Personality.9. Good Habits , No bad Habits10. Store Management.Interested candidates can contact us on 8851627720 or Email at - srservices2510@gmail.com
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Executive - Client Support

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.
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Wealth Manager

Boyenhaddin consultant Mumbai

Mutual Funds Equity Sales Private Banking Stock Broking Wealth Manager
Department - Wealth ChannelDesignation: Manager - Affluent Client RelationsGrade: M3 / M4Years of Exp: 3 to 9 yrsRoles:1. Work closely with the branch team to reach out to high priority and affluent clients.2. Understand client needs and offer comprehensive wealth management solutions,including investments, insurance, PMS/AIF and structured products.3. Achieve AUM and revenue targets through cross-selling investment products to exitingclients4. Ensure high standards of client servicing and compliance with internal and regulatoryguidelines.5. Keep updated on market trends, investment products, and global financial news.6. Proactively identify new business opportunities within existing and potential clients.7. Participate in marketing and client engagement events.
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Wealth Manager

Boyen Haddin

Mutual Funds Sales Banking Sales Portfolio Management Services
Were Hiring: Wealth Manager Sales (Banking / Financial Services / Broking)Location: Delhi Mumbai Bangalore Experience: Minimum 23 years in PMS , Mutual Funds & AIFAge: Up to 40 yearsAbout the Role:We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .What Were Looking For: 23 years of relevant experience in PMS , Mutual funds & AIF Strong understanding of investment strategies Excellent communication & client management skills
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Private Wealth Manager

Bharti Consultants

Mutual Funds PMS AIF Wealth Manager Private Wealth Manager HNI Sales
Required Private Wealth Banking,Experience required in Wealth RM,MF,PMS,AIFCandidate should be catchment area,proper knowledge in wealth products,handling HNI & Ultra HNI clientsExperience required min 8 years in same wealth segmentsLocation - Gurgaon,Delhi/NCRInterested candidate share your cv this email id amandeepkaur@bharticonsultants.inor Whatsapp 7888603008
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General Manager Wealth Tech

Vdm Job Consultancy

  • 10 - 12 yrs
  • 50.0 Lac/Yr
  • Gurgaon
Leadership Mutual Funds Financial Products Insurance Provider Wealth Manager
We have vacant of 05 General Manager Wealth Tech Jobs in Gurgaon, Experience Required : 10 Years Educational Qualification : Post Graduate Diploma, M.B.A/PGDM Skill leadership, mutual funds, financial products, insurance provider etc.
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Looking For Collection Officer

Kavya Management Services

Collection Officer Credit Collection Cash Collection Collections Recovery Collection Agent Recovery Agent
1. Tele Collection Officer (DRA & Non DRA) -Location Designation Count Language DRA/Non-DRA Monthly Gross SalaryWadala - Mumbai TCO 15 Hindi/English NON-DRA 13k to 18kWadala - Mumbai TCO 5 Tamil NON-DRA 13k to 18kWadala - Mumbai TCO 5 Telugu NON-DRA 13k to 18kWadala - Mumbai TCO 5 Kannada NON-DRA 13k to 18kThane - Mumbai TCO 10 Hindi/English NON-DRA 13k to 18kThane - Mumbai TCO 35 Hindi/English DRA 16k to 22kWadala - Mumbai TCO 10 Hindi/English DRA 16k to 22kDelhi Office TCO 9 Hindi/English DRA 16k to 22k2. Field Collection Officers (Non DRA) Location City Designation Count Language DRA/Non-DRA Monthly Gross SalaryMumbai Central Mumbai FCO 2 N/A NON-DRA 16k to 19kMumbai Harbour Mumbai FCO 2 N/A NON-DRA 16k to 19kMumbai Western Mumbai FCO 2 N/A NON-DRA 16k to 19kMumbai South Mumbai FCO 2 N/A NON-DRA 16k to 19kMira Bhayandar Mumbai FCO 2 N/A NON-DRA 16k to 19kThane/Diva Thane FCO 2 N/A NON-DRA 16k to 19kKalwa Thane FCO 2 N/A NON-DRA 16k to 19kPune City Pune FCO 1 N/A NON-DRA 16k to 19kPune Outskirts Pune FCO 1 N/A NON-DRA 16k to 19kAhmedabad East Ahmedabad FCO 1 N/A NON-DRA 16k to 19kAhmedabad West Ahmedabad FCO 1 N/A NON-DRA 16k to 19kAmbernath Thane FCO 1 N/A NON-DRA 16k to 19k3. Field Collection Officers (DRA) Location City Designation Count Language DRA/Non-DRA Monthly Gross SalaryMumbai Central Mumbai FCO 3 N/A DRA 16k to 22kMumbai Harbour Mumbai FCO 3 N/A DRA 16k to 22kMumbai Western Mumbai FCO 3 N/A DRA 16k to 22kMumbai South Mumbai FCO 3 N/A DRA 16k to 22kThane/Diva Thane FCO 3 N/A DRA 16k to 22kKalwa Thane FCO 2 N/A DRA 16k to 22kKey Requirements for All Positions: Education: Minimum qualification of 12th grade or equivalent. Graduation is a plus. Experience: Prior experience in collections is preferred (but not mandatory). Skills:o Strong communication skillso Ability to handle customer queries and complaintso Strong negotiation skillso Ability to work under pressure and meet deadlines
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Office Accountant - Malviya Nagar Delhi

Geopower India Private Limited

  • 2 - 8 yrs
  • Malviya Nagar Delhi
LOOKING FOR ACCOUNTANT FOR OUR REPUTED COMPANY GEOPOWER INDIA PVT LTD. (SOLAR EPC) MUST HAVE EXPERIECED. PERSON CAN WELL to KNOWN - TALLY DAILY CASH CHEQUE DEALING PAYMENTS STOCK MANAGEMENT EXCEL EMAIL PO PI BILLING and OTHER ACCOUNTS RELATED WORK. Income Tax Taxation Account Payable Account Receivable TDS Tally ERP Income Tax Audit Balance Sheet Cash Flow Income Tax Return TDS Return GST Return GST Bank Reconciliation
LOOKING FOR ACCOUNTANT FOR OUR REPUTED COMPANY GEOPOWER INDIA PVT LTD. (SOLAR EPC) MUST HAVE EXPERIECED. PERSON CAN WELL TO KNOWN - TALLY, DAILY CASH, CHEQUE DEALING, PAYMENTS, STOCK MANAGEMENT, EXCEL, EMAIL, PO, PI, BILLING AND OTHER ACCOUNTS RELATED WORK.
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Opening For Banking Relationship Manager

Harsheen Co.

Casa Portfolio Mutual Fund Casa Sales HNI Clients Fd
Must have in casa , mutual fund, portfolio
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Accounts Executive (2-3 Years)

Sai Packaging Company

  • 2 - 3 yrs
  • 3.0 Lac/Yr
  • Delhi
Book Keeping ERP Bank Reconciliation Cash Handling MS Excel Accounts Tally Time Management
Looking for accounts executive & good knowledge of Ms-excel
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Sales Manager For Financial Services Company -Gurgaon

Capital Placement Services

  • 2 - 6 yrs
  • 8.0 Lac/Yr
  • Gurgaon
Sales Manager BFSI Mutual Funds BFSI SALES NBFC
Job descriptionWe are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and mf and insurance products.Required Candidate profileClient Acquisition & Business DevelopmentFinancial ServicesClient Relationship ManagementMarket & Product Knowledge
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Relationship Manager - RCPS

Capital Placement Services

  • 1 - 7 yrs
  • 3.0 Lac/Yr
  • Gurgaon
Marketing Financial Products Mutual Funds Sales Insurance Mortgage Loans
Job description :- Technical/Software Skills (if any) __Computer MS word / Office, emailbuilds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients, identifying needs, providing support, and resolving issues. Relationship Managers also look for opportunities to grow business through upsells and new client acquisition. Key Responsibilities ___Marketing of Financial products like Mutual Funds, Insurance, Loans
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Relationship Manager ( Sector 49 Gurgaon) (1-7 Years)

Capital Placement Services

  • 1 - 7 yrs
  • 3.0 Lac/Yr
  • Gurgaon
Marketing Banking Financial Products Mutual Funds Insurance Sales Mortgage Loans Customer Relationship Customer Service BFSI Interpersonal Skills HNI Acquisition Negotiation Skills Team Management Skills
Job description :- Technical/Software Skills (if any) __Computer MS word / Office, emailbuilds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients, identifying needs, providing support, and resolving issues. Relationship Managers also look for opportunities to grow business through upsells and new client acquisition. Key Responsibilities ___Marketing of Financial products like Mutual Funds, Insurance, Loans
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Relationship Manager / SR. Relationship Manager

BS2 Hire (Path of Career Solution)

HNI Acquisition Broking Advisory Securities Equity PMS Mutual Funds Investment Derivative NISM
Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company
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Urgent Requirement For Relationship Manager

BS2 Hire (Path of Career Solution)

Equity Broking Securities Investment Mutual Funds Equity Broking HNI HNI Acquisition
Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities brooking, derivatives, bonds and all the products promoted by the companyThanks & RegardsBhumika VermaContact Number :- +918989859705bhumika@bs2hire.co.in
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Looking For Purchase Manager (fruits & Vegetable)

SR Expert Services LLP

  • 5 - 11 yrs
  • 3.8 Lac/Yr
  • Delhi
Must Have Experience With Organic Food Industry Groceries and Other Items Procurements Assets Management Cash Management
1. Purchase Manager / Procurement Manager (Fruits & Vegetable ) Location Daryaganj Delhi ( This Position for MD House )Male Candidate Shift :- 9 AM to 6 PM Salary 3.6 LPA Mandatory Skill Must have experience with organic food industry Groceries and other items procurements Assets Management Cash ManagementRole Design, plan and implement sourcing and purchasing strategies Managing daily purchasing activities, Track and report key functional metrics to reduce expenses and improve effectiveness. Craft negotiation strategies and close deals with optimal terms. Forecast price and market trends to identify changes of balance in buyer-supplier power. Maintaining the supplier database, purchase records, and related documentation. Coordinating with inventory control to determine and manage inventory needs. Work with suppliers, manufacturers and internal departments Determine Quantity, Quality and timing of deliveries. Monitor and forecast upcoming levels of demand. Determine and track KPIs Provide reports for upper management Adhere to laws, rules and regulationsInterested candidates can contact us on 8851627720 or email at - srservices2510@gmail.com
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Hiring For Mutual Fund Sales/client Relationship Manager

JOB24by7 Recruitment Consultancy Services

  • 2 - 5 yrs
  • Female
  • Delhi
Mutual Funds CRM Sales Tracking Lead Management Pipeline Regulatory Framework MS Excel Communications Negotiation Networking Skills Time Management Adaptability
We're seeking a results-driven Mutual Fund Sales/Client Relationship Manager to join our team. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love to hear from you!Key Responsibilities:1. Identify and acquire new clients for mutual fund products.2. Build and maintain strong relationships with existing clients.3. Provide exceptional customer service and support.4. Meet and exceed sales targets.5. Stay updated on market trends and competitor activity.6. Collaborate with internal teams to ensure seamless client onboarding and service.Requirements:1. 2+ years of experience in mutual fund sales, client relationship management, or a similar field.2. Strong understanding of mutual fund products and the financial services industry.3. Excellent communication, negotiation, and interpersonal skills.4. Proven track record of meeting sales targets and building strong client relationships.5. Strong analytical and problem-solving skills.
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Hiring For Mutual Fund Sales/Client Relationship Manager

JOB24by7 Recruitment Consultancy Services

  • 2 - 5 yrs
  • Delhi
Sales & Business Development Client Relationship Management Mutual Fund Product Knowledge Negotiation Skills Interpersonal Skills CRM Software Proficiency Regulatory Knowledge Presentations Presentation Skills
We're seeking a results-driven Mutual Fund Sales to join our team at MoneyTree Partners. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love to hear from you!Key Responsibilities:1. Identify and acquire new clients for mutual fund products.2. Build and maintain strong relationships with existing clients.3. Provide exceptional customer service and support.4. Meet and exceed sales targets.5. Stay updated on market trends and competitor activity.6. Collaborate with internal teams to ensure seamless client onboarding and service.Requirements:1. 2+ years of experience in mutual fund sales, client relationship management, or a similar field.2. Strong understanding of mutual fund products and the financial services industry.3. Excellent communication, negotiation, and interpersonal skills.4. Proven track record of meeting sales targets and building strong client relationships.5. Strong analytical and problem-solving skills.
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Hiring For MBA Finance

JOB24by7 Recruitment Consultancy Services

  • 4 - 5 yrs
  • 20.0 Lac/Yr
  • Noida
Business Finance Accountant Financial Analysis Strategy Development Funding Investment Management Cash Flow Liquidity Management Loan Processor Negotiation Skills Regulatory Compliance
Identify, evaluate, and secure funding opportunities from banks, fund houses, and NBFCs tomeet the companys financial requirements. Prepare, analyze, and present detailed proposals, financial models, CMA and projections topotential lenders and investors. Negotiate terms and conditions for loans, credit facilities, and investments to ensure favorableoutcomes for the company. Calculation and Knowledge of accounting ratios Develop and implement financial strategies to align with the companys long-term goals andoperational plans. Monitor and manage cash flow, ensuring liquidity for daily operations and strategic investments. Forecast financial performance and assess funding needs to support growth initiatives. Ensure compliance with financial regulations, banking guidelines, and statutory requirements infunding-related activities. Conduct risk assessments and implement measures to mitigate financial risks in funding andinvestments. Maintain accurate documentation and records for audit and reporting purposes. Build and maintain strong relationships with banks, financial institutions, fund houses, andNBFCs. Serve as the primary point of contact for all funding-related communication and negotiation. Represent the company in financial meetings, presentations, and discussions with externalstakeholders. Prepare and present detailed financial reports, including funding utilization and performancemetrics, to the management team. Analyze financial data to identify trends, risks, and opportunities for cost optimization andrevenue enhancement. Collaborate with internal teams to improve financial processes and reporting accuracy. Work closely with the accounting, operations, and business development teams to ensurefinancial alignment across departments. Provide financial insights and training to junior team members or other stakeholders as needed. Stay updated on market trends, interest rates, and regulatory changes affecting funding
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Client Service Associate

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner
Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.
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