Cash Manager Job Vacancies in Bangalore

Position Available:Retail Store ManagerAreas of Impact: Retail Experience & SaleCTC-3,36,000Variable: Performance based Incentive: 4000/monthWork timings:Morning Shift - 11AM to 8PMEvening Shift - 2PM to 11 PM *Working on weekends and public holidays*Weekly off: 1 off between Monday to ThursdayRole:We are looking for:Build strong rapport with the customers, assisting customers with questions & needs. Executing in a quick and efficient manner. Upselling, cross-selling of other activities, beverages, and second games, memberships, Provide professional and extra care to the players. Making sure the team is adhering to SOPs in all aspects Responsible for complete unit equipment and maintenance Responsible for meeting Target of the unit Responsible for making sure team is hitting their targetsTraining new hires Staffing, Mentoring skills End of shift: Cash and bank validations Billing,validation of different modes of payments.Team Monthly reviews Vendor Management On-the-job performing any unit requirements. Checklist Management: Opening and closing checklist. Inventory Management Escalations on complaints of players and escalate to seniors when required.Manage events and bookings as needed. Safeguard gaming equipment.# Graduate# 1 year experience as a Team Lead# Excellent negotiation skill

SME Relationship Manager Company: Talent Zone ConsultantJob Title: Senior SME Relationship Manager / SME Lending Relationship ManagerExperience: 8-10 YearsLocation: Bangalore / Mysore / ChennaiEmployment Type: Full-timeJob SummaryTalent Zone Consultant is looking for an experienced SME Relationship Manager with 8-10 years of experience in SME lending, business banking, NBFC, FinTech or financial services.The ideal candidate will be responsible for SME customer acquisition, credit assessment, loan sourcing, portfolio management and revenue growth. The role requires strong knowledge of working capital, business loans, term loans and secured/unsecured SME lending, along with the ability to build long-term relationships with SME clients.Current SME banking roles in Bangalore emphasize acquiring, growing and retaining profitable SME portfolios, structuring appropriate credit facilities and managing portfolio returns.Key ResponsibilitiesAcquire new SME/MSME customers through direct sourcing, referrals, channels and market outreach.Develop and maintain strong relationships with SME business owners, promoters and key decision-makers.Manage the complete lending lifecycle from lead generation to sanction and disbursement.Understand customer business models, financial requirements and working-capital needs.Conduct preliminary credit assessment and financial analysis of SME borrowers.Analyse financial statements, cash flows, banking transactions and repayment capacity.Prepare and coordinate credit proposals and loan documentation with Credit and Risk teams.Handle Working Capital Loans, Term Loans, Business Loans, LAP and other SME lending products.Coordinate with Credit, Operations, Legal, Risk and Collections teams for timely processing and disbursement.Manage and grow an existing SME lending portfolio while maintaining portfolio quality.Track customer repayment behaviour, exposure, delinquency and credit risk.Identify cross-sell and up-sell opportunities across lending, payments, cash management and other financial products.Achieve monthly/quarterly acquisition, disbursement, revenue and portfolio growth targets.Build relationships with DSAs, channel partners, brokers and referral networks.Monitor market trends, competitor offerings and emerging SME financing opportunities.Ensure compliance with internal policies, KYC requirements, credit guidelines and applicable regulations.Required SkillsCore Skills:SME Lending, MSME Lending, Business Banking, Credit Assessment, Credit Analysis, Loan Processing, Loan Origination, Customer Acquisition, Portfolio Management, Relationship Management, Business Development, Financial Analysis, Financial Statement Analysis, Working Capital Loans, Term Loans, Business Loans, LAP, Secured Lending, Unsecured Lending, Credit Appraisal, Credit Underwriting, Risk Assessment, Portfolio Growth, Revenue Growth, Cross Selling, Upselling, Channel Management, DSA ManagementAnalytical / Technology Skills:Financial Modelling, Credit Risk Analysis, Banking Analysis, Cash Flow Analysis, MS Excel, CRM, MIS Reporting, Portfolio Analytics, Business AnalyticsSoft Skills:Client Relationship Management, Stakeholder Management, Negotiation Skills, Communication Skills, Presentation Skills, Business Acumen, Market Development, Problem Solving, Target OrientationCandidate Profile8-10 years of experience in SME/MSME lending, business banking, NBFC, FinTech or financial services.Strong track record in SME customer acquisition and portfolio management.Hands-on experience in credit assessment and loan processing.Good understanding of financial statements, cash flow and borrower creditworthiness.Experience handling working capital and term lending products is preferred.Candidates with experience managing high-value SME portfolios will be preferred.Strong ability to acquire new customers while retaining and expanding existing relationships.Experience working with Credit, Risk, Operations and Collections teams.MBA/PGDM in Finance/Marketing or equivalent qualification preferred.

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key ResponsibilitiesAcquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.

Job Description: Outbound Calls: Reach out to leads to promote Life Insurance / MF products. Product Knowledge: You should understand and convey the features and advantages of Life Insurance / Mutual funds plans to the customers via calls. Sales Goals: Meet or exceed sales targets within specified timelines. Customer handling: Identify common client challenges and actively counsel higher solutions. Direct Meeting: Direct Meetings or Virtual meetings should be done based on the customer's needs.

Job Title: Business Development Executive HNI SalesLocation: BangaloreCompany: I Cap Financial ServicesAbout Us:I Cap Financial Services is a trusted name in the financial domain, offering a wide range of investment solutions including Unlisted Shares, Pre-IPO Opportunities, Equities, Mutual Funds, PMS/AIF, and other financial products. We specialize in building strong relationships with HNI clients and delivering high-value investment opportunities.Role Overview:We are seeking a dynamic and driven Business Development Executive to focus on acquiring, managing, and expanding our High Net-Worth Individual (HNI) client base. The ideal candidate should have excellent communication skills, a passion for sales, and a keen interest in financial markets.Key Responsibilities:Identify and acquire new HNI clients for investment in Unlisted Shares, Pre-IPO, and other financial products.Pitch investment opportunities and build long-term relationships with clients.Understand client needs and provide customized investment solutions.Stay updated with market trends, product offerings, and competitor activities.Achieve sales targets and contribute to overall revenue growth.Work closely with the advisory and research team to deliver value-driven investment strategies.Requirements:Bachelors degree in Finance, Business, or a related field (MBA preferred).Proven interest or prior experience in sales/financial services/investment products.Strong communication, negotiation, and presentation skills.Ability to engage and build rapport with HNI clients.Goal-oriented with a passion for achieving targets.Knowledge of equities, unlisted shares, or investment products will be an added advantage.What We Offer:Attractive performance-based incentives.Exposure to exclusive Pre-IPO and Unlisted Share opportunities.Growth-oriented environment with strong career progression.Opportunity to work closely with market experts andHNIinvestors.

Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.

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

We have vacant of 2 Fund Manager Jobs in Bangalore, Hyderabad, Pune Sector No 26, Chennai, Experience Required : 2 Years Educational Qualification : B.B.A, M.B.A/PGDM, M.Com Skill Cash Handling, Cash Management Services etc.

Please find the JD for the Collection Manager profileResponsible for cash collections/operations / liquidation, cash pick-up, cash delivery, and compliance with policies and guidelines with respect to collections.Responsible for overdue debt management, taking charge of the current overdue debt situation.Connecting with the borrowers who have delinquency via various methods including phone call, and mails and direct visits (if required).Recording the collection situation, getting information from customers/clients, and updating it periodically.To assist in analyzing overdue data, summarizing collection experiences.Taking active measures to promote collection issues to avoid losses with an effort and make the account due within the definite quota.Ensure timely & accurate cash logistics services and & maintain good collection relations with customers/Clients.Queries & complaints resolution, internal process and controls, timely reporting to the reporting officer.

Greet and assist customers Answer customers questions about specific products/services Conduct price and feature comparisons to facilitate purchasing Cross-sell products Ensure racks are fully stocked Manage returns of merchandise Inform customers about discounts and special offers Coordinate with the local as wall as head office team for stock offers and customer feedback Stay up-to-date with new products/services

Required Account Officer/Accounts Assistant for PES University hostels

Role and responsibilities ;-The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1+ Years in sales/wealth management of handling the HNI clients.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

Position: Relationship Manager- Branch BankingCTC: up to 8.5 LPA + IncentivesExp. 2+ Yrs. in CASA Acquisition/Portfolio Management from BFSI IndustryLocation: Vizag, BangaloreEducation: Graduate/ PGIndustry: BankingJob Role:Development of new business and retention of existing customers.Nurture relationships with mapped clients for investment needs; maintain regular interactions with the customers to assess their needs.Contributing towards increasing liabilities size of relationship through balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.Increasing customer engagement through cross-selling investment and non-investment products.Cross selling of Third party products like LI, GI, FD, RD & Mutual Funds etc.Going for 2-3 clients meeting on daily basis to generate revenue.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Must be ok in field sales.Please share latest CV at amit@assuredjob.com and connect on 7827930908 for more details.

Requirements: Any Degree, from a renowned University. Proven experience as an office administrator, office assistant, or relevant role Proficiency in MS Office (MS Excel and MS Word, in particular) Excellent time management skills and the ability to prioritize work. Attention to detail and problem-solving skills. Excellent written and verbal communication skills Strong organizational skills with the ability to multi-task

JOB RESPONSIBILITIES: The relationship manager responsibilities include bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions. Dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds. Have excellent communication skills and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone.JOB ROLES Create customized financial plans based on investment goals, risk, and performance. Manage investment portfolios, make investment decisions, and monitor asset performance. Minimize tax liabilities through tax-efficient investments. Build and maintain strong client relationships on behalf of their organization. Strong grasp of different types of asset classes, including MF, AIF, PMS, Insurance, and other structured products. Familiar with financial and compliance regulations and fiduciary responsibilities QUALIFICATIONS: Master's degree in Finance, MBA or equivalent qualification Minimum of 5-15 years of experience in Wealth management Proven track record of success in a similar role Excellent leadership, organizational, and communication skills Strong knowledge of products and taxation. Ability to identify and mitigate risks and make sound business decisions. Candidates with IRDA, NISM-VA certification will be preferred. Familiar with financial and compliance regulations and fiduciary responsibilities

1.New Wealth Client acquisition through Branches.2. Achieve revenue targets.3. Corporate Presentations & Tie-ups4. Regular Lead Generation Activities.

Responsibilities:- Identify and cultivate strategic partnerships.- Achieve turnover and income targets for assigned products.- Maintain consistent communication with clients via phone and email.- Ensure client retention through regular service calls.- Participate in marketing activities and promotional campaigns.- Cross-sell other organization products like Accommodation services & Student Loans.- Foster inter-departmental collaboration, providing feedback to the growth and marketing teams.Requirements:- Bachelor's degree with 4-5 years of experience in finance or fintech.- Demonstrable network in outbound student remittance market.- Sales experience, preferably in AD2 or sales profile.- Proficiency in MS Office, Excel, and PowerPoint.- Positive attitude, flexibility, and adaptability to a dynamic environment.- Willingness to work flexible hours.- Knowledge of forex, outward remittance, and markets (desirable).- Strong analytical skills and tech-savvy.Benefits:- Join a rapidly growing startup shaping company strategies.- Contribute to a global Ed-tech firm impacting thousands of lives.- Enjoy an exceptional work environment with significant responsibility and growth opportunities.- Collaborate with a young, dynamic, and passionate team.- Access industry-leading perks.

Position Name : Senior Wealth Manager / Senior Relationship ManagerDeal Criteria:Location :Bangalore - Onsite (only male candidates ) ,For Mumbai - Hybrid ( can consider female candidates as well )Notice Period: Immediate to 15 days, 30 days(Max.) (More than that Profiles will not considered)Must Have Skills:Overall Experience: 5+years ( can consider 4 years exp )Experience in Relationship management: 5 yearsExperience in wealth management : 5 yearsExperience in mutual funds / insurance in banks: 4 yearsCandidate can speak Bangalore native languageInterview Process : 2 Rounds1. Screening call2. Final interview with CEO

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES- Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals- Identify the training needs of the agent and work with Trainers to improve the same- Meet Business Targets- Improve agent productivity & retention- Maintain the quality vectors of business including persistency and surrender

Job Description:We are looking for an experienced Investment & Growth Manager to join our team. The ideal candidate will have 2-8 years of experience in fundraising for start-ups, with a strong passion to help start-ups and a proven track record to bring the investor and fund to the company.Designation: Manager - Fund Raising & Investor RelationsDepartment: CEO's OfficeAn excellent incumbent who will help us make our exciting journey jitter free by ensuring we are duly funded at every growth phase it includes the entire life cycle of Fund Raising & Maintaining Investor relations.Responsibilities but not limited to:Work strategically with CEO's Office to create fundraising strategies, capital needs planning and the creation and execution of multiple fundraising roundsPreparation of Financial Models, Investment pitches and Presentations and Exit strategiesIndependently lead discussions with potential investors such as Angels, Family Offices, Venture Capital Funds and Private Equity funds to raise capitalRepresent the company, as appropriate, at investor forums to build potential new relationshipsEnsure the organization is duly funded for all growth phasesDevelop and manage long term relations with the Company's existing stakeholdersSupport the management team in the preparation and execution of inbound and outbound transactionsManage investor database and enhance investor engagement and relations RequirementsExperience & Required Skill SetExperience in an Investment bank / Venture capital firm / Corp dev arm of tech businessExperience in Crowd Funding sites like kickstart, Initial Exchange Offerings, raising money via angel list or similar platformsStrong contacts with Indian/ Global Venture Capital/ Private Equity firms along with Networking skillsShould have the presence and gravitas to represent companyAbility to create powerful storylines and convert them into PowerPoint slidesStrong deal-making experience

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender

Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.

Position: Senior Relationship Manager Experience: 7+ YearsLocation: Bengaluru, KarnatakaEmployment Type: Full-timeJob DescriptionTalent Zone Consultants is looking for an experienced Senior Relationship Manager for a leading BFSI organization in Bengaluru. The candidate will be responsible for managing and growing an existing client portfolio, acquiring new customers, increasing revenue and wallet share, and providing suitable banking/financial solutions.Key ResponsibilitiesManage and deepen relationships with existing corporate, business, HNI or affluent clients.Identify and acquire new-to-bank customers through market mapping, referrals and networking.Drive revenue, portfolio growth, customer acquisition and wallet-share targets.Understand client business/financial requirements and recommend appropriate banking and financial products.Cross-sell products such as loans, working-capital facilities, trade finance, cash management, insurance, investments and other banking solutions.Develop and execute client acquisition and relationship-growth strategies.Conduct regular client meetings, portfolio reviews and business discussions.Coordinate with Credit, Risk, Product, Operations and Compliance teams to ensure smooth delivery of solutions.Prepare business proposals and support credit appraisal/structuring wherever applicable.Monitor portfolio performance, customer satisfaction and potential business/risk issues.Maintain strong knowledge of market trends, competitor offerings and BFSI products.Ensure adherence to KYC, AML, RBI regulations, internal policies and responsible-sales practices.Maintain accurate customer records, pipeline reports and MIS.Meet and exceed individual and team business targets.Candidate Requirements7+ years of relevant experience in Relationship Management, Corporate Banking, Business Banking, Retail/Commercial Banking, Wealth Management, NBFC or Financial Services.Graduate degree required; MBA/CA preferred for corporate/business banking roles.Proven track record of client acquisition, portfolio growth and revenue generation.Strong understanding of banking products and financial solutions.Experience managing high-value/corporate client relationships preferred.Strong negotiation, presentation and stakeholder-management capabilities.Ability to independently manage targets, client portfolios and business development activities.