Financial Service Executive Jobs

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

We are seeking a dedicated Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 8 years of experience and a graduate degree. This full-time position requires a professional who excels in building and maintaining strong relationships with clients.Position:- Relationship ManagerLocation:- AhmedabadQualification:- graduationExperience:- Minimum 2 yearsNeed minimum 2 years experience in sale of insurance, mutual funds, loan sales, financial products etc...Interested candidate can contact on 7623888872

Urgent opening for Finance Executive in Corporate Service Provider Company @ Mohali.Qualifications & Skills: Bachelors degree in Finance, Accounting, or a related field. MBA/CPA/CFA will be an addedadvantage 2-3 years of experience in finance or accounting roleSalary - 25,000 to 30,000 Per Month Strong knowledge of financial reporting, budgeting, and tax regulations Understanding of data privacy standards Proficiency in accounting software (e.g., Tally, SAP) and MS Office, especially Excel Strong communication and interpersonal skills for effective collaboration Ability to work under pressure and meet deadlinesWorking Location - Sector 82 MohaliWorking Hours- 09:30 A.M. to 6:00 P.M. (Sundays off, alternate Saturdays off)Key Responsibilities: Monitor the day-to-day financial operations within the company, such as the bank transactions and vendor payments. Responsible for Bank reconciliation and processing invoices. Contract outside services for tax preparation, auditing, banking, investments, and other financial needs as necessary. Track the company's financial status and performance to identify areas for potential improvement. Research and analyze financial reports. Create client invoices on an ongoing basis. Review financial data and prepare monthly and annual reports. Stay up to date with technological advances and accounting software to be used for financial purposes. Understand and adhere to financial regulations and legislation. Analyze costs, pricing, variable contributions, sales results and the company-s actual performance compared to the business plans. Must have complete knowledge of Tally ERP 9, TDS & GST returns.

Position: Sales ExecutiveWe are looking for enthusiastic MBA (Finance) freshers who are eager to build a career in the financial services and fintechenabled distribution ecosystem.Meet AMFIregistered Mutual Fund Distributors (MFDs) across assigned territories. Provide product demonstrations of the AnchorEDGE Branding mobile app and other digital/webbased services.Understand client requirements, resolve productrelated queries, and ensure smooth onboarding.Drive sales closures through strong followups and relationship building. Travel within Ahmedabad and nearby regions as part of the role. Eligibility CriteriaMBA in Marketing or Finance (Freshers preferred).Internship experience in the mutual fund industry is an added advantage but not mandatory. Candidates with a strong interest in financial services and distribution networks are encouraged to apply.Skills & Attributes RequiredExcellent communication and interpersonal skills.Strong presentation and clienthandling abilities.High energy, positive attitude, and a never-give-up mindset.Willingnessto travel for client meetings.

Designation:- Financial Service AssociateSalary Range: Best in IndustryRole and Responsibility: Business Targets: Achievement of business targets for all financial products as defined andagreed upon.o Meet customers to sell all financial productso Meet & counsel Walk -in & DSA customers who have been referred to him / her by Limitedo Influence customers to buy FD who have no prior Deposit relationship.o Ensure proper customer profiling on each call / customer visit, to identify and understandhis/her needs and accordingly recommend investment and Insurance options.o Obtain appropriate documents / information from the client and ensure the forms areduly completed before logging the sale.o Communicate the necessary details to the customers for the products being bought bythem.o Ensure sale is completed through / in line with the defined sales process.o Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)o and appropriate open market share for all products (PAR / ULIP / Non Par).o Coordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SMrepresentatives).o Closely monitor the HL data of the HL executives mapped to maximize the businessopportunities.o Ensure maximum joint calls with each HL executive mapped.o Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy,etc.)o Ensure that all documents are properly scanned and there are no mistakes while leadupdating in the system.o Be completely aware of the products being offered by the company and understandcompetition offering to be able to handle customer objections.o Be updated with the latest product features to enhance his / her selling abilitieso Ensure all desired matrix and business composition (persistency, funded, non-funded,etc.) are met Relationship Building:o Maintain good relationship with Channel partners & DSAo Build relationship with the assigned / sourced customer to create opportunities forvarious products to fulfil the customers financial needs. Account Management & Servicing:o Manage and service the existing customer portfolio.o Coordinate with the TM / Coordinator / SM for post sales service request form thecustomers (claims, endorsements, policy copy etc.)o Timely sharing of updated reports with the customers on products being bought bythem.o Co-ordinate with the customers at the time of renewals. Certification and regulatory compliance:o Be compliant towards selling of various products by undergoing the training andcertification for IRDA, AMFI etc. towards selling of insurance and any other productso The FSA has to be conscious and vigilant towards declaration of the customerinformation. In case FSA feels there is disconnect in the information shared by customerversus his/her observation, they need to cross check the information before booking thebusiness.o Ensure the right quality of business being sourced.interested candidate can share resume on 9033526313