Array ( [0] => financial-service [1] => delhi-ncr ) Financial Service Jobs in Delhi NCR,Financial Service Job Vacancies in Delhi NCR
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Financial Service Job Vacancies in Delhi NCR

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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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Freshers & Experience || Part Time || Finance Advisor

Kotak Mahindra Life Insurance

  • 0 - 6 yrs
  • Nehru Place Delhi
Financial Planning Leadership Relationship Manager Wealth Management Life Insurance Advisor Financial Services
We are looking for ambitious individuals to join our team as Wealth Management and Financial Consultants. This is a unique entrepreneurial opportunity designed for those who want to build their own business with zero capital investment and unlimited earning potential.Key ResponsibilitiesFinancial Advisory: Educate and guide clients on various financial products, including Marriage Plans, Saving Plans, Retirement Pension Plans, and Market-Linked Plans (ULIPs).Network Utilization: Leverage your personal and professional network to provide customized financial protection and wealth creation consulting.Portfolio Management: Help families and individuals secure their future through strategic financial planning (Children's education, marriage, and retirement).Business Development: Operates with an entrepreneur mindset to expand your client base and advisory team.Candidate RequirementsEducation: Graduate / Chartered Accountant (CA) / Retired Professionals / MBA.Experience: Prior experience in Sales, Industrial Sales, or Finance is a plus, but not mandatory.Skills: Excellent communication skills, networking ability, and a self-motivated Business Owner attitude.Mindset: Interest in socio-entrepreneurship and helping others achieve financial security.What We Offer (Benefits)Zero Investment: Start your professional journey without any upfront costs.High Earning Potential: No fixed salary cap; earnings are based on performance and commissions.Flexibility: Work-from-home, part-time, or freelance options available to suit your schedule.Global Recognition: Opportunity to achieve international benchmarks like MDRT (Million Dollar Round Table).Training & Support: Comprehensive professional training and mentorship provided by industry experts.
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Relationship Manager For Financial Services Company - Gurgaon

Capital Placement Services

  • 2 - 6 yrs
  • 6.0 Lac/Yr
  • Gurgaon
Relationship Manager Financial Services Mutual Funds Mutual Funds Sales
Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence
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Finance Executive (1-5 Years)

Kalpakaaru Projects Pvt Ltd

  • 1 - 5 yrs
  • 3.5 Lac/Yr
  • Sultanpur Delhi
Accounting Financial Reporting Financial Services Tally Finance TDS
We are looking for a Finance Executive to join our team in Sultanpur. The ideal candidate will have 1 to 5 years of experience in finance and hold a Bachelor's degree in Commerce (B.Com). This full-time position requires a motivated individual willing to work from the office.**Key Responsibilities:**- **Financial Reporting:** Prepare and present monthly, quarterly, and annual financial statements to ensure accurate and timely reporting to management.- **Budget Management:** Assist in creating and monitoring budgets to track financial performance and provide insights into cost efficiency.- **Accounting Coordination:** Work with the accounting team to ensure that all financial transactions are recorded accurately and comply with applicable standards.- **Cash Flow Analysis:** Monitor cash flow to ensure that the company has adequate funds for daily operations and long-term projects.- **Regulatory Compliance:** Ensure adherence to all financial regulations and standards, keeping up-to-date with any regulatory changes that may affect the business.- **Financial Audits:** Assist in preparing for audits and inspections, gathering necessary documentation and information as required.**Required Skills and Expectations:**- Strong analytical skills with attention to detail to evaluate financial data and identify discrepancies.- Proficiency in financial software and Microsoft Excel to manage and analyze financial information efficiently.- Good communication skills for effectively working with team members and presenting financial reports.- Ability to work under pressure and meet deadlines while maintaining high accuracy in financial records.- A proactive approach to problem-solving and a willingness to learn and adapt in a dynamic work environment.
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Business Development Executive - Gurgaon

Prolegion Private Limited

  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Gurgaon
ED Tech Financial Services Sales B2c Sales
Job Title: Business Development Executive (BDE)Location: Gurgaon (Work from Office)Experience : 1 - 2 yearATS LINK : https://www.prolegion.com/marketplace/4ff2fa7b-ad6d-4c3c-81a8-38dc860ea02c/business-development-executive?utm_source=linkedinRole OverviewThis is a target-driven, high-performance sales role focused on converting warm inbound leads into enrolments.You will engage with students and working professionals who have already shown interest in finance and trading careers. Your role is to guide, persuade, and close high-value enrollments.This is not a passive counselling role - we are looking for strong closers.Key ResponsibilitiesManage and own the entire lead pipelineConvert warm inbound leads via phone, WhatsApp, and emailUnderstand prospects
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Freshers & Experience || Part Time || Finance Advisor

Axis Max Life Insurance

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Netaji Subhash Place Delhi
Financial Services Financial Planning
Financial Advisor at Axis Max Life Insurance
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Hiring For 10th Pass Freshers - Sales Consultant

Sonipat Drive Pvt Ltd

  • 0 - 6 yrs
  • 7.5 Lac/Yr
  • Delhi
Direct Marketing Corporate Sales Direct Sales Convincing Power Retail Sales Financial Services Sales Cold Calling Negotiation Skills Channel Sales
We are looking for a Sales Consultant to join our team in Delhi. This role is ideal for individuals who are eager to learn and grow in sales. You will be responsible for engaging with customers and helping them find the right products to meet their needs.Key Responsibilities:1. **Customer Interaction**: Communicate with customers to understand their needs and guide them in choosing products. You will assist both walk-in customers and those who reach out through phone or online inquiries.2. **Product Knowledge**: Stay informed about the products and services our company offers. This knowledge will help you provide accurate information and recommend the best options for customers.3. **Sales Targets**: Work towards achieving monthly sales targets. You will be responsible for tracking your sales performance and finding ways to improve your results.4. **Team Collaboration**: Collaborate with your colleagues to share ideas and strategies for improving sales and customer satisfaction.5. **Reporting**: Maintain records of customer interactions and transactions. You will regularly report to your supervisor about sales figures and customer feedback.Required Skills and Expectations:Candidates should have a passion for sales and a willingness to learn. Strong communication skills are essential, and you should be comfortable speaking with customers. Attention to detail and the ability to work in a team are important. A proactive attitude and a desire to meet sales goals will help you succeed in this role. This position is open to male candidates who have completed at least the 10th grade, and you do not need previous experience to apply.
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Hiring For 12th Pass Freshers - Life Insurance Advisor

Sbi life insurance

  • Fresher
  • Pitampura Delhi
Marketing Sales Life Insurance Insurance Marketing Insurance Sales Financial Planning Skills Insurance Customer Service
We are looking Life insurance Advisor at Sbi Life insurance company.
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Jobs by Popular Location

Opening For Sales Advisor

Shri Durga Trading Company

  • 1 - 1 yrs
  • Shahdara Delhi
Financial Services Sales
Key Responsibilities:1. Assist customers in selecting products: Help customers choose the right products based on their needs and preferences.2. Provide product information: Educate customers about the features, benefits, and specifications of various products.3. Process sales transactions: Handle cash, card, or digital payments accurately and efficiently.4. Maintain a clean and organized store: Ensure the store is well-maintained and products are displayed neatly.5. Meet sales targets: Work towards achieving daily, weekly, and monthly sales targets set by the management.Required Skills and Expectations:1. Excellent communication skills: Ability to effectively communicate with customers and colleagues.2. Sales skills: Proven track record of sales success and the ability to upsell and cross-sell products.3. Customer service orientation: A positive attitude and a focus on providing exceptional customer service.4. Basic math skills: Ability to calculate prices, discounts, and change accurately.5. Punctuality and reliability: Dependable and able to work full-time hours as scheduled.6. Product knowledge: Familiarity with the products being sold and a willingness to learn about new products.
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Hiring Freshers || Management Trainee Finance

Dimension Financial Solutions Pvt. Ltd.

  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Ghaziabad
Financial Services Sales Cold Calling Client Management Communication Mutual Funds Sales
Key Responsibilities: Develop and strengthen relationships with both existing and potentialclients within the financial services sector. Assess client requirements and deliver customized financial solutions. Drive sales and meet business development goals through the promotionof financial products and services. Serve as the primary liaison for clients, ensuring timely resolution oftheir queries and concerns. Coordinate with internal departments to guarantee smooth and efficientexecution of client requests. Identify and capitalize on opportunities for cross-selling and up-sellingrelevant financial offerings. Stay informed about industry trends, market dynamics, and competitoractivities. Participate in client meetings and coordinate effectively to maintainstrong engagement and trust.Requirements: Excellent verbal and written communication skills with a confidentand professional attitude Strong interpersonal skills to build and maintain lasting clientrelationships Analytical thinking to understand client financial needs and suggestsuitable solutions
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Hiring For Sales Consultant

PORTFOLIO CONSULTANT

  • 1 - 3 yrs
  • 3.0 Lac/Yr
  • Netaji Subhash Place Delhi
Retail Sales Corporate Sales Customer Support Field Service Coordination Skills Sales Administration Direct Sales Financial Services Sales Negotiation Skills
We are looking for 5 Sales Consultant Posts in Netaji Subhash Place, Delhi with deep knowledge in Retail Sales, Negotiation Skills, Corporate Sales, Customer Support, Field Service, Coordination Skills, Sales Administration, Direct Sales, Financial Services Sales and Required Educational Qualification is : B.A
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Hiring Freshers || Life Insurance Advisor

Pnb Met Life Insurance Ltd

  • 0 - 6 yrs
  • Old Rajender Nagar Delhi
Sales Lead Generation Convince Skills Sales Marketing Consultant Insurance Sales Financial Planning Skills Life Insurance General Insurance Customer Service Insurance Marketing Insurance
Company Pnb Met life insurance LttJob Profile life insurance advisor Age No limit bar 25 to 55Work responsibility sales & marketing life insurance policies plan Earning 30k to 60k Monthly Rewards+Annually Bonus+National and International tripsThe role focuses on expanding the client base, meeting revenue targets, and ensuring exceptional customer satisfaction. The position offers 2800 - 60000 and opportunities for career growth. Key Responsibilities: Research and identify new client opportunities in the market. Build strong, professional relationships with clients through regular communication. Promote product and service offerings that align with customer needs. Collaborate with internal teams to ensure seamless delivery of services. Monitor industry trends to adapt strategies and stay competitive. Provide regular feedback and insights to the management team. Thanks & RegardsKaushal Singh
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Freshers For Life Insurance Advisor - Moradabad/Rampur

Expert Solutions Company

Life Insurance Insurance Sales Insurance Marketing Insurance Customer Service Financial Planning Skills
Insurance Advisor
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Telephonic Interview For Life Insurance Advisor Jobs (Freshers)

Starlite Consultancy

Insurance Marketing Financial Planning Skills Customer Service Life Insurance Insurance Sales
An Insurance Agent Sells and Manages Insurance Policies, Assessing Clients' Needs and Finding the Best Coverage for Them. Their Work Includes Identifying Potential Clients, Explaining Different Policy Options, Preparing Proposals, Submitting Applications to Underwriters, and Providing Ongoing Support for Policy Management and Claims.
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Executive - Client Support

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
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.
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Financial Service Associate

Jobeefie Pvt. Ltd.

Must Have Two Wheeler Localized MIN.civil Score (650)
Job Description:HDFC Bank is looking for dynamic and motivated individuals to join our team as Financial Services Associates at our New Delhi branch (Gurgaon location). This is a client-facing role involving relationship management, sales, and customer service.Key Responsibilities:Promote and sell financial products like loans, credit cards, insurance, and mutual funds.Build and maintain strong customer relationships.Understand customer financial needs and provide appropriate solutions.Achieve monthly sales and service targets.Ensure compliance with bank policies and regulations.Qualifications & Experience:Minimum: Graduation in any stream (Bachelors degree).Experience: 5 to 6 years in banking, finance, or related sales/customer service roles.Strong communication and interpersonal skills.Basic knowledge of banking and financial services is preferred.Perks & Benefits:Attractive CTC package (21,000 24,000)Performance-based incentivesCareer growth opportunities within HDFC BankTraining and development support Contact on- mansi.chaudhary@jobeefie.com or 7817911137
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Interview For BPO Telecaller || Secondary School - Freshers

VA Financial Services

Cold Calling Inbound Calling Telesales Outbound Calling Voice Process Tele Caller Financial Services Sales
Makes phone calls to potential and existing customers to promote a company's products or services.
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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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Finance Executive (Freshers) Delhi

Ace Money Intermediaries Pvt Ltd

  • 0 - 4 yrs
  • 3.8 Lac/Yr
  • Connaught Place Delhi
Financial Services Finance Quick Learner Outbound Calling Financial Advisor Lead Generation
If you are looking forward for well generated wealth and career to new highs, Then you can join us and then sky will be the limit. Its the one of best opportunity you can get. Lets meet and discuss further if you are interested and serious about your future.
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Financial Service Associate - Insurance

E. S. Jobs

Sales Insurance Wealth Management Casa Sales Investment Demat
Cross sell Life insurance and other investment products to customers.Field visit and joint calls with Home loan managers.handling walk in branch customers.coordination with loan department
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Client Service Associate

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner
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, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.
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Accountant

Big Bee Consultant

  • 2 - 5 yrs
  • 2.5 Lac/Yr
  • Gurgaon
Tally Income Tax Indirect Taxation Service Tax TDS Financial Accounting Bank Reconciliation Accountant Walk in
Knowledge of Tally, GST and other accounting work. Should be comfortable with site work.Should be from Gurgaon location only
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Hiring For 12th Pass Freshers - Life Insurance Advisor

Kotak Mahindra Life Insurance

  • 0 - 6 yrs
  • Nehru Place Delhi
Life Insurance Customer Service Financial Planning Skills Consultative Sales
We are looking for a motivated and dedicated Life Insurance Advisor to join our team in Nehru Place. This part-time position is ideal for individuals with 0 to 6 years of experience who are passionate about helping others secure their financial future. **Key Responsibilities:**- **Client Consultation:** Meet with potential clients to understand their financial needs and objectives, helping them identify appropriate life insurance solutions.- **Policy Recommendation:** Recommend suitable life insurance policies based on clients' requirements, providing them with clear and accurate information to make informed decisions.- **Sales Support:** Assist clients through the application process, providing guidance and support until policies are issued.- **Market Research:** Stay updated on insurance products and market trends to offer the best options to clients and enhance their overall decision-making experience.- **Relationship Management:** Build and maintain strong client relationships through regular follow-ups and personalized service, fostering trust and loyalty.**Required Skills and Expectations:**Candidates should have a strong customer service orientation and excellent communication skills, allowing them to effectively explain complex insurance concepts. A proactive and results-driven attitude is essential to thrive in this role. Basic knowledge of life insurance products is preferred but not mandatory. Candidates should be able to work well both independently and as part of a team and must be comfortable working in an office environment. A positive demeanor and the ability to empathize with clients are crucial for success in this position.
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Sales Manager For Financial Services Company -Gurgaon

Capital Placement Services

  • 2 - 6 yrs
  • 8.0 Lac/Yr
  • Gurgaon
Sales Manager BFSI Mutual Funds BFSI SALES NBFC
Job descriptionWe are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and mf and insurance products.Required Candidate profileClient Acquisition & Business DevelopmentFinancial ServicesClient Relationship ManagementMarket & Product Knowledge
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Home Loan Sales Officer

Capital Placement Services

  • 1 - 7 yrs
  • 5.5 Lac/Yr
  • Gurgaon
Home Loans Home Loan Executive Life Insurance Industrial Health Business Loan Financial Services Financial Services Sales MBA Cold Calling Calling Field Sales
Home loan sales officer - sector 49, Gurgaon MCPSLocation: Sector 49, GurgaonIndustry: Financial ServicesQualification: MBA (Preferred)About the RoleWe are seeking a dynamic and results-driven Home Loan Sales Officer to join our financial services team. The role involves identifying potential customers, promoting home loan products, and achieving monthly sales targets while ensuring excellent customer service.Key ResponsibilitiesGenerate leads through cold calling, field visits, and existing customer networks.Meet prospective clients and evaluate their home loan requirements.Explain loan products, eligibility criteria, interest rates, and documentation needs.Assist customers throughout the loan application and approval process.Maintain strong relationships with builders, real estate agents, and channel partners.Achieve monthly sales and business acquisition targets.Ensure compliance with company policies and regulatory guidelines.Provide timely reports on sales activities and lead progress.Required Skills & CompetenciesStrong communication and interpersonal skills.Good understanding of home loan products and the housing finance market.Ability to manage field sales and build customer relationships.Target-oriented and self-motivated.Basic knowledge of financial documentation and credit processes.you are intersted so please send me your CV atcapitalplacement@gmail.com 9891409300;
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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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Telecaller Fresher (Female)

Dimension Financial Solutions Pvt. Ltd.

  • 0 - 1 yrs
  • 2.3 Lac/Yr
  • Ghaziabad
Mutual Funds Sales Financial Services Sales Cold Calling Communication
The Tellecaller will be responsible for maintaining effective communication with clients and supporting internal teams to ensure smooth operations. A client list will be provided, and the executive will be required to reach out to clients through calls, provide information about our financial services, and coordinate with the Debt and Back Office departments for client-related matters.Key Responsibilities:Contact clients from the provided list to share details about financial services.Maintain follow-ups and build client relationships.Coordinate with the Debt and Back Office teams for updates and issue resolution.Record client interactions and feedback for reporting purposes.Ensure timely communication and professional client handling.
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