Financial Products Job Vacancies in Mumbai

Job Title: Business Development Manager & Team LeaderLocation: Work from Office Ghatkopar East, MumbaiAbout Quantify CapitalQuantify Capital is a quantitative research and ed-tech firm founded by Sourabh Sisodiya, CFA a leading market educator with over 400K+ followers across social media. We build advanced trading models and teach data-driven strategies to help traders navigate the markets with confidence. Our mission is to simplify trading and empower individuals to create sustainable wealth through discipline and insight.Role OverviewThe Business Development Manager & Team Leader is responsible for building, training, and managing a high-performing sales team, driving lead conversions and revenue growth, implementing structured sales processes, monitoring KPIs and pipeline performance, coordinating with marketing for lead quality, and ensuring disciplined execution while maintaining strong communication and financial domain expertise.Key Responsibilities1. Developing and Managing the TeamRecruit, train, and onboard business development executives.Set clear daily, weekly, and monthly goals for the team.Coach team members on pitching, objection handling, and closing techniques.Conduct regular one-on-one reviews to track performance and skill gaps.Maintain team motivation, discipline, and accountability.2. Meeting Targets and Driving GrowthOwn team targets for leads, conversions, and revenue.Break down monthly targets into actionable daily activities.Monitor individual and team performance against KPIs.Drive Sales Closing of filtered leads by the team and eventually train them to close.Ensure consistent pipeline movement and minimal lead leakage.3. Reporting and ReviewPrepare daily and weekly performance reports for management.Track metrics like calls made, meetings booked, conversions, and revenue.Analyse data to identify bottlenecks and improvement areas.Review campaign performance and lead quality.Share insights and corrective actions during review meetings.4. Strategy and Process ImprovementDesign and refine sales and follow-up strategies to improve conversion.Implement structured sales processes and CRM discipline.Coordinate with marketing to align lead generation and targeting.Test new scripts, offers, and outreach methods.Continuously optimise workflows to improve efficiency and results.5. Domain Knowledge and CommunicationStrong understanding of financial markets, investment products, and market cycles. (preferred)Ability to explain financial concepts clearly to clients and team members.Excellent verbal and written communication skills.Confident in client interactions, presentations, and internal discussions.Capable of building trust and credibility through clear, structured communication.

Hiring: Front Line Sales Executive Banking LoansIndustry: Banking & Financial ServicesRole: Front Line Sales (Loans)Experience: Freshers & up to 2 YearsCTC: 2.5 LPA 5 LPALocation: Pan India Job OverviewWe are hiring Front Line Sales Executives for leading banking and financial institutions. This role involves sourcing and selling loan products, building customer relationships, and achieving sales targets. Key ResponsibilitiesPromote and sell banking loan products such as:Home LoansLoan Against Property (LAP)Business LoansPersonal Loans (as applicable)Identify and approach potential customers through field sales and referralsExplain product features, eligibility, and documentation requirementsMaintain relationships with customers and ensure excellent serviceAchieve monthly sales targets and contribute to team growthCoordinate with internal teams for smooth loan processing Eligibility CriteriaEducation: Minimum Graduate (any stream)Experience: Freshers or candidates with up to 2 years of sales experienceAge: As per company normsSkills Required:Good communication & interpersonal skillsBasic understanding of sales & customer handlingWillingness to work in field sales What We OfferCompetitive salary (2.5 5 LPA)Performance-based incentivesTraining & career growth opportunitiesOpportunity to work with leading banks & NBFCsPan India job locations Contact : 9511141033 , 9455950201, 9696503868 or hr@nextmoveindia.in , www.nextmoveindia.in Interested candidates can apply through the Google Form below: Apply Now:https://lnkd.in/gepdSYjt

Were Actively Hiring Banking Sales Professionals in Mumbai! Looking to build your career in the Banking Sales sector?We are hiring passionate candidates for Sales Executive / Sr. Executive / Assistant Manager roles in Mumbai. Location: Mumbai Freshers & Experienced candidates welcome You can also share your CV to talentseekers2024@gmail.com

Job Title: Relationship ManagerCompany: Eureka Outsourcing Solutions (EOS) Aditya Birla ProcessLocation: Majiwada, Thane, Maharashtra 400607Job Type: Full-Time Work from OfficeIndustry: BPO (BFSI Process)Job Description:Eureka Outsourcing Solutions is hiring Relationship Managers for their Aditya Birla BFSI process. This role involves managing customer relationships through inbound/outbound calls, focusing on sales or service within the BFSI sector.Key Responsibilities:Handle inbound and outbound customer interactions professionallyPromote and cross-sell financial products and services (insurance, mutual funds, NBFCs, etc.)Address customer queries and resolve concerns promptlyMaintain quality communication and adhere to call center standardsEligibility Criteria:Education: 12th Pass / GraduateExperience: Minimum 2 years of call center experience in the BFSI sector (NBFCs, banks, insurance, mutual funds)Gender Preference: FemaleCommunication: Must have English Versant 6 level (good communication skills mandatory)Job Details:Shift Timing: Day Shift 9:30 AM to 6:30 PMWorking Days: Monday to SaturdayWeekly Off: 1 rotational offSalary: As per last drawn (Open Bracket)Interview Mode: Face-to-Face

Job Overview:We are looking for a dynamic and results-driven Sales Officer to join our team at First Adviser / FA Wizard PVT. LTD., a leading finance company. The Sales Officer will be responsible for identifying potential clients, generating leads, and driving the sales of our financial products and services. This is an exciting opportunity for individuals with a passion for sales and finance.Key Responsibilities:Client Acquisition: Identify and target new business opportunities and prospective clients to meet sales targets.Sales & Business Development: Promote and sell the companys financial products, including loans, insurance, and investment plans, to new and existing customers.Lead Generation: Proactively source leads through various channels, including cold calls, networking events, referrals, and online platforms.Client Relationship Management: Build and maintain strong, long-lasting relationships with clients by understanding their needs and providing suitable financial solutions.Market Research: Stay updated on market trends, competitors, and customer preferences to identify opportunities for growth.Sales Reporting: Maintain accurate records of sales activities, client interactions, and achievements. Provide regular reports to the Sales Manager.Customer Service: Ensure timely follow-up with clients for post-sales support, including addressing queries, handling complaints, and providing updates.Compliance: Ensure adherence to company policies and industry regulations while conducting sales activities.Skills & Qualifications:12the & Bachelors any degree in Business, Finance, or related field.Proven experience in sales, preferably in the finance industry.Strong knowledge of financial products and services (loans, investments, insurance).Excellent communication, negotiation, and interpersonal skills.Ability to work independently and meet sales targets.Strong analytical skills and attention to detail.Proficiency in MS Office and CRM tools.

The Client Relationship Executive (CRE) is responsible for ensuring seamless communication and execution of client-related processes after a sales lead is confirmed. The CRE will handle Scope of Work (SOW) preparation, client queries, tax invoicing, payment follow-ups, and coordination with internal teams to ensure smooth project execution and financial transactions. The role requires strong organizational, communication, and problem-solving skills to maintain excellent client relationships across global markets.Key Responsibilities:1. Scope of Work (SOW) Preparation-Prepare the Scope of Work (SOW) document based on data provided post-sales confirmation.-Ensure that all deliverables, timelines, and commercial terms are clearly defined in the SOW.-Coordinate with the Director, Sales Team, and Project Teams to finalize the SOW.-Regularly update and revise the SOW based on project progress and client requirements.2. Client Query Handling & Relationship Management-Act as the single point of contact for client queries, ensuring prompt and professional responses.-Maintain strong communication with clients (national as well as international clients) and address concerns proactively.-Coordinate with internal teams to resolve client issues efficiently.-Build long-term relationships with clients to enhance repeat business and referrals.3. Tax Invoicing & Financial Coordination-Prepare tax invoices as per country-specific compliance:-Ensure timely and accurate invoicing to avoid financial discrepancies.-Work closely with the Finance Department to ensure smooth processing of invoices.4. Payment Follow-ups & Financial Tracking-Conduct effective follow-ups for payments to ensure timely collections.-Coordinate with clients regarding outstanding dues and escalations if required.-Maintain and update a payment tracking system for all projects.-Generate monthly receivables reports and share insights with the Director and Finance Team.

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

Responsibilities: Collaborate with clients and internal stakeholders: Work closely with clients and internal teams to identify product gaps and gather requirements. Conduct user research and market analysis to define user stories and prioritize features. Product roadmap and backlog management: Contribute to the development and maintenance of the product roadmap. Manage the product backlog, ensuring that it is properly groomed, prioritized, and aligned with business objectives. Understanding of technology: Possess a basic understanding of technology and the ability to work closely with development teams. Translate business requirements into technical specifications and collaborate with developers to ensure successful implementation of features. SQL knowledge: Familiarity with SQL will be an added advantage, allowing you to perform data analysis and generate insights to drive product improvements and decision-making. Run and monitor sprints: Oversee the execution of sprints and monitor the progress of development efforts. Identify and address any blockers or issues that may impede the timely delivery of prioritized features. Collaboration with development and QA teams: Work closely with the development and Quality Assurance (QA) teams to ensure the timely delivery of prioritized features. Provide clear requirements and specifications, and perform user acceptance testing to ensure the quality of the product. User training and support: Provide user training and support during product rollouts. Help users understand the products features and functionality, and address any questions or issues they may have. Product documentation: Create and maintain product documentation, including user guides, release notes, and other relevant documentation to assist users and internal teams.Join our team as a Product Analyst and be part of an exciting journey to revolutionize the financial services industry with our innovative product offerings. Apply now!

Company Overview:Established in 1964, Bajaj Capital Ltd. (SEBI-approved Category I Merchant Bankers) is one of India's premier Investment Services firms, offering personalized services to individual investors, Non-Resident Indians (NRIs) and High Net worth clients, among others. As one of the largest distributors of investment products, the company offers a wide range of investment products such as mutual funds, bonds, fixed income products offered by reputed public, private and government organizations. Job Summary:We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible for managing and developing long-term relationships with our clients, ensuring that their needs and expectations are met. The Relationship Manager will also be responsible for identifying new business opportunities and contributing to the growth of the company. Responsibilities:1. Meeting and Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients and visiting clients on a daily basis. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products. Requirements: Bachelor's degree in business, marketing, or a related field. Minimum of 1 years of experience working in financial sales role. Excellent communication and interpersonal skills. Ability to build and maintain strong relationships with clients. Strong analytical and problem-solving skills.

RELATIONSHIP MANAGER JDRole and Responsibilities:1) Acquiring new clients for opening Demat & Trading accounts through networking, data base, references and generate the margin in the same.2) End to end customer relationship management.3) Meeting prospect clients as well as present clients for developing and maintaining relationships.4)Selling all kinds of Financial Products such as Mutual Fund, SIP, Insurance, Loan, AIF, PMS, AG, Currency, Commodity, Options etc.5) Have a customer centric approach and ensure that customers are serviced well.6) Ensure that the customer actively trades after opening the account.7) Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.8) Keep track of evolving financial markets and government policies which impact approach and strategies.Qualifications and Experience: 9) Graduation/Post Graduation in any stream.10) 4 plus years of hard core experience in Sales profile for Advisory product.Note: - It's a Sales profile Including Field Work.Experience: 3 to 15 Years.Salary :- No Bar For Right Candidate.Working days : Monday to Friday.Working Hours : 9am to 5pm.Location : BKC.

Company Name- Triventure Advisory Pvt Ltd, Bandra BKC Business Associate of Motilal Oswal Relationship ManagerLooking up for Candidates from BFSI Sector and who has Experience/Knowledge into Stock Market or Broking firmCandidate who can sell all financial products - MF, SIP, Equity, Commodity, Currency, PMS, Options etc.Immediate joiner or who can join within a 10-15 days or with a month.3+ years of hard core experience in Sales profile for selling all Financial product.Salary :- No Bar For Right Candidate.Roles and Responsibilities :1) Acquiring new clients for Demat & Trading accounts through networking, data base and references.2) End to end customer relationship management.3) Meet Non-Trading Customers and activate them.4) Sell online accounts to customers and encourage them to trade online.5) Have a customer centric approach and ensure that customers are serviced well.6) Ensure that the customer actively trades after opening the account.7) Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.8) Keep track of evolving financial markets and government policies which impact approach and strategies.NOTE- candidate should have minimum clients database and should be able to work on personal searching. Company can provide 50% Leads and remaining 50% must be done by Candidate itselfQualifications and Experience:Graduation/Post Graduation in any stream.Working days : Monday to Friday.Working Hours : 9am to 5pm.Location : BKC, Mumbai.

Roles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base.Dealing and servicing of existing clients.Preparation and execution of Financial assessments.Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment.Generating the revenue primarily through core products.