Financial Products Job Vacancies in Delhi NCR

We are looking for an energetic and target-driven Finance Sales Executive to promote and sell financial products. The candidate will be responsible for generating leads, explaining financial solutions to customers, and closing sales while maintaining long-term customer relationships. MUST HAVE EXPERIENCE IN SALES FINANCE. Identify and approach potential customersPromote financial products such as Personal Loans, Business Loans, Home Loans, Credit Cards, etc.Understand customer needs and recommend suitable financial solutionsAchieve monthly and quarterly sales targetsMaintain customer records and follow up on leadsBuild and maintain strong customer relationshipsCoordinate with internal teams for smooth processing of casesSales & negotiation skillsCustomer handling skillsGoal-oriented mindsetTime managementFixed Monthly SalaryAttractive Performance-Based IncentivesCareer Growth OpportunitiesTraining & Support Provided

Meet client and explain about available products CASA & Current account. Opening Saving Account & Current Account with the potential client and lead generated Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. C responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industryWalk in Interview on 6-Jan-202510am to 6pmWasim Khan -HRAU Small Finance Bank Block K2, no K16, Plot 2, Connaught Circle, Connaught Place New Delhi-110001

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.

Key Responsibilities:Identify and empanel Individual Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Ex-Bankers, and Finance Professionals.Educate and onboard partners on companies digital platforms and mobile app.Promote and enable sales of financial products such as Mutual Funds, Bonds, IPOs, NCDs, and Insurance.Regularly engage with distributors to drive business growth and achieve sales targets.Ensure compliance with regulatory guidelines and maintain documentation.

Investment counselors provide advice and guidance related to financial investments. They educate clients about a range of investment products and services, and recommend options that might best serve their particular financial objectives.

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.

JD: To ensure active management of clients & achieve the target active AUMTo be responsible for identifying customer needs, assessing their risk appetite and providing them investment optionsTo provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioTo achieve healthy revenues without compromising on clients profitabilityTo have clear focus on client miningTo conduct regular Client Meetings & update the same in the meeting trackerTo attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reportsTo do new client acquisition, build new relationships and increasing depth in existing relationshipsTo sell Third party productsKeep abreast of the market news, financial trends and current affairsTo attend post result concalls, analyst meets for improved client servicingTo Be Able to Handle HNi clients.Nism 8 mandatory

1.Young, Energetic and excellent English communication skills to sell financial products to educational Institutions /b2b sales exp.To support schools to manage their Fee collection operations digitally.2. B2B Sales experience in Selling payment solutions/fintech solutions/school solution products/SME/IC role products/opening CASA accounts for corporate/ any financial product sales to corporate or institutions 3.Territory knowledge - local markets phone book.No Retail exp will be considered

Hiring for 2 Unit Manager Jobs in Gurugram / Gurgaon, Haryana, Mutual Funds, Financial Product ad Sales knowledge is preferable, Good convincing power, Good communication skill, for Freshers, Required Educational Qualification is : Professional Degree, Other Bachelor Degree with Good knowledge in Mutual Funds, Financial Product ad Sales knowledge is preferable, Good convincing power, Good communication skill etc.,

CRM/ BDM Manager For Wealth Management Gurgaon,Mumbai,AhmedabadFinancial Markets product knowledgeFinancial Analysis and risk management knowledgeCommunication and presentation skillsClient relationship management skills, ability to manage and prioritize multiple tasks and projects within afast-paced environmentBusiness understanding of client business models with acumen on new client acquisitionsSales skills with excellent negotiation, presentation and client acquisition skillsUnderstanding of recent technologies in Financial Markets & Business .Deal closure and execution skillsStrong cross - cultural awareness and interpersonal skillsHigh degree of integrity, ethical conduct, and professionalismBachelor's degree in Finance, Business Administration, Economics, or related field , Master's degree or CFA Charter holder is a plussatish kohli

Job descriptionMaintain up-to-date knowledge of financial services industry happenings and current events. Conduct primary and secondary research on fixed income and equity markets from industry sources.Required Candidate profileExperience in equity markets 3 years is a mustPreference-MBA (Finance)Equity modelling and strong fundamental knowledge will be preferred.