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Financial Products Job Vacancies in Delhi NCR

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Opening For Business Banking Executive

Kavya Management Services

  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Noida Sector 132
Client Retention Cross-Selling Financial Products Knowledge Loan Structuring Sales Acumen Risk Assessment Team Collaboration Market Research Data Analysis Commercial Banking Regulatory Compliance Credit Underwriting Problem Solving Credit Analysis Negotiation Skills Financial Analysis Customer Relationship Management Communication Skills Portfolio Management Business Development
We are looking for a Business Banking Executive to join our team in Noida Sector 132. This role is ideal for individuals with 1 to 3 years of experience who have a passion for business banking and customer service.nnKey Responsibilities:nn- Client Relationship Management: Build and maintain strong relationships with business clients, ensuring their banking needs are met effectively.n- Account Management: Oversee customer accounts, addressing inquiries and providing solutions to enhance customer satisfaction.n- Sales and Product Promotion: Identify opportunities to promote banking products and services that meet the needs of clients, driving business growth.n- Consultative Selling: Engage with clients to understand their financial requirements and offer tailored banking solutions that fit their specific business model.n- Market Research: Stay informed about market trends and competitor offerings to support strategic decision-making and improve service delivery.nnRequired Skills and Expectations:nnCandidates should hold a graduate degree and possess strong communication and interpersonal skills. We expect a proactive attitude towards problem-solving and the ability to work effectively in a team. A good understanding of banking products and services is essential, and experience in a customer-facing role will be beneficial. Familiarity with market analysis and the ability to adapt to changing client needs are also important for success in this position.
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Field Sales Executive - Sector 48,Gurgaon

Capital Placement Services

  • 1 - 6 yrs
  • 3.5 Lac/Yr
  • Gurgaon
Sales Financial Services Loan Loan Products Loan Sales
Job Description - Field Sales ExecutiveIndustry: Loan / Financial ServicesExperience: 1-3 YearsGender: Male / FemaleJob Type: Full-TimeResponsibilities: Generate leads and acquire new customers for loan products. Conduct field visits and meet potential customers. Explain loan products, eligibility, and documentation requirements. Follow up with leads and maintain customer relationships. Achieve assigned sales targets.Requirements: 1-3 years of experience in field sales, preferably in the loan/finance industry. Good communication and convincing skills. Comfortable with field work and local travel. Target-oriented and self-motivated. Male/Female candidates can apply.
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Looking For Customer Support Executive

Indexia Finserve Pvt. Ltd.

  • 1 - 2 yrs
  • 2.8 Lac/Yr
  • Naraina Delhi
Closing Deals Problem-solving Presentation Skills Sales Followups Financial Products Customer Handling Customer Support Telephone Handling Customer Service Customer Care Customer Relationship Sales Techniques Sales Targets Product Knowledge Financial Analysis Communication Skills Inbound Calls Hindi BPO
Responsibilities:Manage incoming and outgoing calls in a professional manner.Respond to customer inquiries, complaints and concerns with a problem-solving mindset.Log customer interactions and track follow-ups.Offer timely and relevant solutions to resolve customer issues.Collaborate with team members to escalate and address more complex concerns.Meet key performance metrics including call handling time, customer satisfaction and resolution rates.Job Requirements:The minimum qualification for this role is Graduate and 1 - 2 years of experience. The role involves resolving customer complaints, providing right information and escalating complex problems to the relevant department when needed. Candidates must be open to a 6 days working week during the Day shift.
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Looking For Finance Sales Executive

CNA Technologies

  • 1 - 3 yrs
  • 2.0 Lac/Yr
  • Netaji Subhash Place Delhi
SALES EXPERIENCE in FINANCE DONE GRADUATION Lead Generation Sales Techniques Sales Targets Financial Products
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
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Walk-Ins Interview For Casa Sales Executive (1-2 Years)

Au small Finance Bank

  • 1 - 2 yrs
  • 4.8 Lac/Yr
  • Connaught Place Delhi
Liabilities Retail Liabilities Casa Sales Executive Current Account BFSI Sales Casa Sales Financial Products Field Sales
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
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Independent Financial Distribution (1-7 Years)

Skywings Advisors Private Limited

Empanelling IFA MFD Partners AGENTS ADVISORS Agent Recruitment Investment Products Onboarding B2B Sales Business to Business
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.
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Investment Counsellor (female Only)

Lucent Global Trade

  • 1 - 3 yrs
  • Vaishali Ghaziabad
Investment Counselors Provide Advice and Guidance Related to Financial Investments. They Educate Clients About Range Of Investment Products and Services and Recommend Options That Might Best Serve Their Particular Financial Objectives.
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.
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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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PGC Dealer (4-6 Years)

Bm consultant

Share Trading Equity Broking HNI Client Handling Product Sales Financial Services Sales Nism 8
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
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Intimidate Hiring For Territory Manager B2B Financial Product Sales

Green Start Management Consultancy

  • 3 - 9 yrs
  • 18.0 Lac/Yr
  • Delhi
B2B Sales Corporate Sales Manager Enterprise Sales ERP Sales Institutional Sales Edtech Payment Gateway Solutions Fintech Territory Manager Work From Home
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
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Unit Manager

KD Groups

  • 0 - 3 yrs
  • 2.5 Lac/Yr
  • Gurgaon
Mutual Funds Financial Product Sales Good Convincing Power Good Communication Skill Unit Manager Walk in
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.,
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Cost Accountant

Jobs Park Placement

  • 5 - 10 yrs
  • 10.0 Lac/Yr
  • Noida
Cost Accounting Finance Financial Accounting Budgeting Product Costing Management Accounting Walk in
Job Openings for 2 Cost Accountant Jobs with minimum 5 Years Experience in Noida having Educational qualification of : ICWAI with Good knowledge in Cost Accounting,Finance,Financial Accounting,Budgeting,Product Costing,Management Accounting etc.
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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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