Financial Products Jobs

We are seeking a Loan Consultant to join our team in Bangalore. This role is ideal for individuals seeking to start their careers in finance and loan processing. You will assist clients in understanding their loan options and navigating the application process.Key Responsibilities:- Client Interaction: Engage with clients to understand their loan needs and provide information on available options.- Loan Processing: Assist clients in completing loan applications, ensuring all necessary documentation is provided for approval.- Follow-Up: Maintain regular communication with clients to track the status of their applications and address any concerns.- Documentation: Ensure all paperwork is completed accurately and submitted on time, adhering to company guidelines.Required Skills and Expectations:Candidates should possess strong communication skills to effectively interact with clients and colleagues. Attention to detail is crucial for accurate documentation and processing. We expect candidates to be proactive, quick learners, and comfortable working in a fast-paced office environment. A willingness to work closely with clients and provide excellent customer service is essential. As this position is for entry-level candidates, a positive attitude and eagerness to learn about loans and financial services are highly valued.

Business Finance Analyst - FinTechHiring Company: Talent Zone ConsultantJob Title: Business Finance Analyst / Senior Business Finance AnalystLocation: BangaloreEmployment Type: Full-timeJob SummaryTalent Zone Consultant is looking for an experienced Business Finance Analyst with 7-9 years of experience in FinTech, NBFC, Banking, Payments, Lending or Digital Financial Services.The ideal candidate will have strong expertise in FP&A, financial modelling, budgeting, forecasting, variance analysis, business performance management and unit economics. The candidate will work closely with business, product, sales, operations and leadership teams to provide actionable financial insights and support strategic decision-making.Key ResponsibilitiesOwn and manage FP&A activities, including annual budgeting, rolling forecasts and long-range financial planning.Prepare and analyse monthly/quarterly P&L, MIS and management reports.Conduct budget vs. actual and forecast vs. actual variance analysis and provide actionable commentary.Develop detailed financial models, business cases and scenario analyses for new products, initiatives and investments.Analyse revenue, costs, margins, profitability and operating performance across business/product segments.Drive product-level profitability and unit economics analysis.Track key FinTech metrics such as CAC, LTV, contribution margin, portfolio yield, cost of funds, revenue per customer and cost-to-income.Partner with Product, Sales, Operations, Risk and Technology teams to evaluate business performance.Support pricing decisions, cost optimisation and resource allocation through financial analysis.Identify business risks, profitability opportunities and areas for operational improvement.Prepare dashboards and presentations for senior management and leadership reviews.Support strategic initiatives including new product launches, expansion plans, investment decisions and business growth initiatives.Automate recurring financial reporting and improve the accuracy and efficiency of finance processes.Work with large datasets and collaborate with BI/Data teams to develop meaningful financial insights.Required SkillsCore Finance:FP&A, Business Finance, Financial Planning, Financial Analysis, Budgeting, Forecasting, Variance Analysis, P&L Analysis, Management Reporting, MIS Reporting, Financial Modelling, Business Modelling, Scenario Analysis, Business Case Development, Profitability Analysis, Cost Analysis, Revenue Analysis, Cost Optimization, Strategic FinanceTechnology / Analytics:Advanced Excel, Financial Modelling, Power BI, SQL, Data Analytics, Dashboarding, Power Query, Power Pivot, ERP, BI Reporting, AutomationSoft Skills:Business Partnering, Stakeholder Management, Strategic Thinking, Commercial Acumen, Analytical Thinking, Problem Solving, Leadership Communication, Presentation Skills, Decision MakingEducationCA / MBA Finance / CMA / CFA preferred.Bachelor's degree in Finance, Accounting, Economics, Business or a related discipline.Candidates from reputed FinTech, NBFC, Banking, Payments or Financial Services organisations preferred.Candidate Profile7-9 years of relevant experience in Business Finance, FP&A, Corporate Finance, Strategic Finance or Finance Analytics.Strong preference for candidates with FinTech / NBFC / Banking / Lending / Payments experience.Should have hands-on experience with budgeting, forecasting, financial modelling and P&L analysis.Experience in unit economics and product profitability will be highly preferred.Should be comfortable working with senior stakeholders and presenting financial insights.Strong Excel skills are mandatory; SQL/Power BI will be an advantage.

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.

Financial Services Executive (Sales, Operations & Stock Market Dealer)Company: AMOLAKSHAYA TRADE AND CREDIT PVT LTDLocation: Chatribari, Guwahati, AssamJob Type: Full-Time PermanentExperience: Fresher to 2 YearsEducation: Graduate (Minimum)About UsEstablished in 2001, AMOLAKSHAYA TRADE AND CREDIT PVT LTD has successfully completed 25 years of trusted service in the financial services industry. We provide comprehensive financial solutions and have built lasting relationships through integrity, professionalism, and client-centric service.Our Services- Stock Broking (Equity, F&O, Commodity & Currency)- Mutual Funds- IPO Investments- Demat & Trading Accounts- Life & Health Insurance- Financial Planning & Wealth ManagementJob OverviewWe are looking for a dynamic, customer-focused, and proactive Financial Services Executive to support our sales, client servicing, operations, and stock market dealing activities. This is an excellent opportunity for candidates looking to build a long-term career in the financial services industry.Key Responsibilities- Generate new business through referrals, telecalling, networking, and client meetings.- Build and maintain strong relationships with existing and prospective clients.- Promote Demat & Trading Accounts, Mutual Funds, IPOs, Life Insurance, Health Insurance, and other financial products.- Execute Equity, F&O, Commodity, and Currency trades as per client instructions.- Process Mutual Fund transactions and assist with Demat account opening.- Coordinate insurance renewals, documentation, and investment-related processes.- Resolve client queries and provide prompt after-sales support.- Maintain client records using CRM and MS Excel.- Coordinate with exchanges, AMCs, insurance companies, and internal teams for seamless operations.- Ensure compliance with regulatory guidelines and internal policies.Desired Skills- Good communication and interpersonal skills.- Customer-oriented with a proactive approach.- Basic knowledge of MS Office and email.- Strong logical thinking and attention to detail.- Sales aptitude with excellent follow-up skills.- Willingness to learn and grow in the financial services industry.Eligibility- Graduate in any discipline.- Freshers are welcome to apply.- Experience in Banking, Stock Broking, Mutual Funds, Insurance, or Financial Services will be an advantage.- NISM Certification (or willingness to obtain it after joining) will be an added advantage.

We are seeking a knowledgeable Product Advisor to join our team in Anpara Sonbhadra. The ideal candidate will possess 5 to 11 years of experience and a diploma in a relevant field. This role involves guiding customers through our product range, ensuring they find the right solutions for their needs.Key Responsibilities:- Customer Consultation: Engage with customers to understand their needs and provide tailored recommendations on our products.- Product Knowledge: Maintain up-to-date knowledge of our product offerings, features, and benefits to effectively educate customers.- Sales Support: Assist the sales team by providing product expertise during customer interactions, ensuring a seamless buying experience.- Feedback Gathering: Collect and relay customer feedback to help improve product offerings and service quality.- Training and Development: Share best practices and insights with junior team members, fostering a collaborative learning environment.Required Skills and Expectations:Candidates should possess strong communication skills, enabling them to clearly explain product features. A deep understanding of the industry and market trends is essential to advise customers effectively. Strong problem-solving abilities will help in addressing customer queries and concerns. Additionally, the role demands attention to detail and a customer-first attitude, ensuring that customer satisfaction remains a priority. A proven track record in a product advisory role or related function is highly desirable, as is the ability to work effectively in a team-oriented environment.

Urgent Hiring Hiring: Territory Sales Manager Company: Indezon Business Solutions Pvt. Ltd. Location: Delhi NCR Work Mode: Field Sales Experience: Freshers to 1 Year Freshers - 15,000/month Experienced Candidates - Up to 30,000/month (as per industry standards) Job Overview:We are looking for energetic and target-driven Territory Sales Managers who can help expand our business network and promote company services across the market. Key Responsibilities: Develop and manage channel partners, agents, distributors, and master distributors Promote company services and generate business opportunities Convert leads into successful business deals Build and maintain strong client and partner relationships Conduct field visits and market outreach activities Achieve sales targets and business growth objectives Coordinate with internal teams for smooth onboarding and support Required Skills: Strong communication and negotiation skills Confidence in field sales and client interaction Ability to generate and convert leads Relationship management and networking skills Self-motivated and target-oriented attitude Eligibility: Freshers can apply Candidates with sales/marketing experience will be preferred

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.

We are looking for a Data Analyst to join our team in Germany. The successful candidate will help us make data-driven decisions by analyzing various data sets. Key Responsibilities:- Data Collection: Gather data from different sources to ensure we have accurate information for analysis. This involves coordinating with other teams to access the necessary datasets.- Data Cleaning: Prepare data by identifying and correcting errors or inconsistencies. This step ensures that any analysis performed is based on reliable and clean data.- Data Analysis: Analyze complex data sets to identify trends, patterns, and insights. You will use various statistical techniques to convert raw data into understandable and actionable information.- Reporting: Create clear reports and visualizations to present findings to stakeholders. This involves using tools to make data easy to understand for team members who may not have a technical background.- Collaboration: Work closely with other departments to understand their data needs and provide support in decision-making processes. Good communication will help in aligning data insights with business goals.Required Skills and Expectations:Candidates should have 3 to 7 years of experience in data analysis. A diploma in a relevant field is essential. The role requires strong analytical and critical thinking skills to interpret data effectively. Proficiency in analytical tools like Excel, SQL, or similar software is necessary. Attention to detail, a proactive approach, and excellent communication skills are crucial for success in this role. The candidate must also be comfortable working in an office setting and collaborating with team members face-to-face.

We are seeking a motivated Field Executive to join our team in Bhilwara. The ideal candidate will have at least 4 years of experience and an I.T.I. qualification. This full-time position requires a male candidate to work from the office.Key Responsibilities:- Conduct Field Research: Gather information from various locations to support our business operations and ensure data accuracy for decision-making.- Client Interaction: Build and maintain relationships with clients by addressing their needs and providing timely feedback, enhancing customer satisfaction and loyalty.- Report Generation: Compile field reports on findings and activities, ensuring that all documentation is clear and actionable for stakeholders.- Product Demonstration: Present and demonstrate our products or services to potential clients on-site, highlighting features and benefits to boost sales.- Market Analysis: Monitor market trends and competitor activities, providing valuable insights that can inform our strategy and improve service offerings.Required Skills and Expectations:The ideal candidate should possess strong communication skills to effectively interact with clients and team members. A valid drivers license and vehicle are essential for traveling to various locations. The candidate should have a proactive attitude, be highly organized, and demonstrate problem-solving abilities. Attention to detail is crucial, as the role involves precise data collection and reporting. Familiarity with industry-related tools and software will be an advantage. The candidate should be comfortable working independently in a dynamic environment while also collaborating with team members as needed.

Hiring Alert Institutional Regional Sales LeadWe are hiring an experienced Institutional Regional Sales Lead for a reputed Asset Management Company (AMC). This role is ideal for professionals with strong institutional relationships and a proven track record of driving AUM growth in the financial services sector.Location: BangaloreExperience: 5 to 8 YearsCTC: No Bar for the Right CandidateIndustry: Asset Management Company (AMC)Reporting To: Institutional Sales HeadRole PurposeTo drive institutional business growth by acquiring and managing large corporate and institutional clients, building long-term strategic partnerships, and leading a high-performing sales team to achieve aggressive AUM and revenue targets.Key ResponsibilitiesBusiness Growth & AUM Expansion

A banking officer manages customer accounts, provides financial advice, ensures regulatory compliance, and supports the overall operations of a bank.Key ResponsibilitiesBanking officers perform a variety of tasks to maintain the financial health of a bank and support clients:Customer Service and Relationship Management: Assist customers with day-to-day banking needs, resolve inquiries, and build long-term client relationships while promoting banking products and services.

Recruitment for Export Development Manager.

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.

Key Responsibilities1. Build and manage a portfolio of HNI and UHNI clients.2. Understand client financial goals and provide suitable investment solutions.3. Offer advisory on products such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Investment Products such as Mutual funds, fixed-income securities (bonds/debentures), and fixed deposits, Specialized Offerings such as Global investments, private equity, Pre-IPO opportunities, Insurance and real estate funds.4. Regularly review client portfolios and recommend rebalancing as per market conditions.5.Acquire new clients through referrals, networking, and business development activities.6. Ensure compliance with regulatory requirements and internal policies.7. Maintain strong relationships with product partners and internal teams.8. Prepare reports, presentations, and investment proposals for clients.9. Stay updated with market trends, economic developments, and new financial products.Required Skills & Competencies1. Excellent communication and relationship management skills.2. Strong knowledge of financial markets and investment products.3. Strong analytical and problem-solving abilities.4. Client-centric approach with a sales and advisory mindset.5. Ability to work independently and meet targets.

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.

Key Responsibilities:1. Perform data analysis: Analyze large datasets to identify trends, patterns, and insights to support decision-making processes within the organization.2. Data cleansing and validation: Ensure data accuracy and consistency by cleaning and validating datasets before analysis.3. Generate reports: Prepare and present reports with meaningful data visualizations to communicate findings to stakeholders.4. Develop data models: Create data models and algorithms to improve data quality and enhance data-driven decision-making.5. Collaborate with teams: Work closely with cross-functional teams to gather requirements, understand business needs, and provide analytics support.6. Stay updated on industry trends: Continuously monitor and learn about new trends and developments in data analytics to enhance skills and knowledge.7. Provide recommendations: Offer insights and recommendations based on data analysis to support business growth and efficiency.Required Skills and Expectations:1. Proficiency in data analysis tools such as SQL, Python, R, and Excel.2. Strong understanding of data management principles and best practices.3. Ability to interpret data and communicate insights effectively to non-technical stakeholders.4. Experience in data visualization tools like Tableau or Power BI.5. Strong problem-solving skills and attention to detail.6. Bachelor's degree in a related field such as Statistics, Mathematics, Computer Science, or Economics.7. Excellent communication and teamwork skills.

Turn Data into Strategy: Convert complex datasets into clear, actionable business roadmaps.Empower Predictive Thinking: Help organizations move from reactive insights to predictive intelligence.Drive Operational Efficiency: Uncover opportunities for automation, process improvement, and cost savings.Enhance Customer Understanding: Decode customer behavior patterns to guide product development and marketing efforts.Strengthen Decision Confidence: Equip leadership teams with evidence-backed insights that fuel faster, better choices.