Financial Service Job Vacancies in Gurgaon

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

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

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

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

Heres a **concise and well-structured** 500-word **job description** for **Placement**, ensuring clarity while covering all mandatory points. --- # **Merchant Lending Partnerships Manager** **Company:** BharatPe **Experience:** 3-5 Years (Preferably in Financial Services) **Education:** Bachelors Degree from **Tier-1 Institutes (IIT/NIT)**, MBA Preferred **Employment Type:** Full-time ## **Job Role** The **Merchant Lending Partnerships Manager** will develop and manage partnerships with **NBFCs**, ensuring smooth integration, regulatory compliance, and business expansion. The role requires **strategic thinking, program management expertise, stakeholder collaboration, and financial acumen**. **Key Responsibilities** # **1. NBFC Partnerships & Business Growth** - Identify, evaluate, and onboard **NBFC partners** to expand lending capabilities. - Develop strategies to **maximize business growth with NBFCs**. - Build strong relationships with **CXO-level executives** at partner NBFCs. - Work closely with **internal teams** (Risk, Product, Finance, Legal, Payments) to ensure seamless collaboration. ### **2. Compliance & Process Management** - Ensure **regulatory and internal compliance** in all lending partnerships. - Develop and implement **scalable processes** for efficient partner management. - Prepare compelling **business proposals and presentations** for NBFC partners. - Oversee **NBFC onboarding and integration**, ensuring smooth execution. ### **3. Stakeholder & Dispute Management** - Work with **cross-functional teams** to facilitate smooth **partner onboarding and operations**.

Job Title: Assistant Sales Manager Financial Services - GurgaonJob Responsibility* Enter into and manage partnership and alliances with Vehicle OEMs local officials and their dealers* Hands on, direct sourcing to increase retail finance share in the local EV market* Manage monthly sales planning with partners and lead funnel* Manage collection processes with partners and collection agencies* Manage soft and hard collections* Ensure fluency in local language, handling local team and clients of the area assignedKey Skills:1. You are a proactive and independent person and are looking to take on independent responsibility2. You are good with numbers, have an analytical bent of mind and are curious by nature3. You can work as an independent contributor with little/ no support4. You are looking to join a young firm and believe in our mission (The mission of the company is to be an innovative market maker debt financing venture dedicated towards financing sustainable energy in India and catalysing the industry towards scale.)5. You can converse easily with sales staff and customers in local language as wellMandatory:* Done Retail loan sales and collections for an NBFC for atleast 2 years* Willingness to travel extensively to engage the market* Vehicle finance experience, especially new or used commercial vehicles or two wheelersTarget Industry: Commercial Vehicle Finance/EV - MandatoryGender: MaleExperience: 3 to 7 years of experience in retail lending salesJob Location: GurgaonWorking Days: 6 daysAge: 45 yearsQualification: Graduate/Post GraduateNotice Period: Immediate to 30 days only

1) Quality acquisition of Home Loan for Resident / Non-resident Indian by goingout into the market & catchment area.2) Ensure quality sourcing of new customer to sell different kind of loans and insurance3) Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, cold calls in the catchment area.4) Ensure quality customer service is delivered.5) Meeting productivity norms as defined through support of channels & own efforts.6) Strictly adhere & maintain KYC norms compliance.7) Adhere the norms, regulation & practices of banks religiously.

*Should have own laptop*Night Shift (No cab facilities)*Timing: 3 Pm to 12 Am*Salary Maximum 3.7 Lpa*Excellent Communication skills required*Immediate Joiner requiredCompany DescriptionMEVA Technologies is a vibrant and inclusive marketing agency based in Gurugram. We prioritize collaboration, innovation, and excellence to make a meaningful impact in the digital landscape. Our team is a community of passionate individuals dedicated to helping companies thrive through digital transformation.Role DescriptionThis is a full-time on-site role as a Sales Consultant at MEVA Technologies in Gurugram. The Sales Consultant will be responsible for sales consulting, ensuring customer satisfaction, effective communication, customer service, and consulting services.QualificationsSales Consulting and Consulting skillsCustomer Satisfaction and Customer Service skillsEffective Communication skillsExperience in the sales industryAbility to work collaboratively in a teamBachelor's degree in Business, Marketing, or related field

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

Job Openings for 5 International BPO Jobs for Freshers in Gurgaon,Delhi,Faridabad,BPO Executive,International BPO,Financial Services, having Educational qualification of : Higher Secondary, Other Bachelor Degree with Good knowledge in outbound calling,International Call Center,Voice Process,Inbound, BPO Executive,International BPO,Financial Services etc.

Responsibilities include, but not limited to: Responsible for implementation/review of statutory compliance (GST, TDS, Labor laws etc.) Technically sound across various areas of finance including taxation and Cos. Act compliance. Efficient in Payroll processing Tax audits, filing of returns, department correspondence. Computation of Advance Tax, GST & other statutory liabilities Preparation of financial statements - Balance Sheet, Profit & Loss, Cash flow statements. Technically well-versed in the field of Process Audit, Internal audit, Statutory Audit and Tax Audit and Conducting audits under various statutes (Statutory, Internal, Forensics, Tax) along-with Due diligence, Process audits and compliance health checks. Experience in handling direct and indirect tax litigation. Assist with testing internal process controls and developing internal audit plans by utilizing the latest technology and leading practices. Conduct reviews of systems, processes and internal controls. Evaluate the current risk management environment. Experience of drafting business models, financial models, projections and doing business valuation. Design and implement solutions to identify, assess and improve risk management capabilities. Assist clients in addressing compliance, financial, operational and strategic risk. Provide recommendations to clients for improvement or remediation and draft reports on key issues.

Designation Field Business Development ExecutiveDepartment SalesCompensation: 1.50-4.50 LPA plus incentiveFresher/Exp both can applyGraduates and postgraduates both can applyPurpose of the Role To accomplish lasting impact by creating pathway of success to the customers.To leverage on our strength that which benefits our client's campaign bringing them high return of investment. To become a part of our driving sales force contributing to increase client acquisition wherein they become the revenue generator for our organization.Key Responsibilities Identifying business opportunities by identifying individual business owners,MSMEs, Entrepreneurs, and Professionals and evaluating theirposition in the market, researching and analyzing sales opportunities. To develop business relationship with our end customer by providing support and solutions recommending our services benefiting their business requirements. To provide presentations and demonstrate our organizationspackages and of our services. To obtain qualitative business information of the businessenterprise he/she visits and also explains them of the same on how itwould be represented to the users of the company. To explain in detail of our product's features, advantages,benefits, tenure and all the terms and conditions related to the productthe client is showing interest upon. To contribute in persuading the business owners/SME's tobecome our registered customerswhich shall enhance the productivity of their business. To actively play the role of a consultant providing thecustomers with relevant answers and solutions to the query they raise. To prepare report by collecting, analyzing and summarizinginformation and send the Key Parameter Monitor (KPM) report to thereporting managers on daily basis.Skills and Work Experience Required: Language:- Fluent in English/Hindi Communication Skill - Good communication skill.

Hiring for 20 Sales Consultant Jobs in Gurugram, for Freshers, Required Educational Qualification is : Higher Secondary, Diploma, Professional Degree, Other Bachelor Degree with Good knowledge in Direct Marketing, Channel Sales, Communication Skills, Financial Services Sales etc.

Hiring for 2 Senior Accountant Jobs in Gurugram / Gurgaon, Haryana, with minimum 7 Years Experience,Required Educational Qualification is : M.Com with Good knowledge in Tally,Indirect Taxation,Service Tax,TDS,Financial Accounting etc.

MUST TO HAVE EITHER OF THEM Experience working in Wealth and Asset Management sector in must (business consulting / research background) OR Experience working in Fintech is must e.g. digital lending, insurtech, wealthtech, payments etc. (business consulting / research background)

Job Description: Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation.Position: Sales Manager/ Relationship manager EquityLocation: Noida, Gurgaon, KolkataExperience: 5-15 yearSalary: upto 30 lakhs per annum

Perform reconciliations from the general ledger to the management accounts. Performing month end activities. Passing of all entries in Tally (JV, bank, cash, sales) Day to day bank accounting Entries. Bank reconciliation. GST Updating in system. Preparing documents and data for monthly/yearly closings. Post and process journal entries to ensure all business transactions are recorded. Update accounts receivable and issue invoices. Update accounts payable and perform reconciliations. Maintain a database of clients, prospects, partners, and vendors Knowledge of Zoho Books would be an advantage. Good verbal and Written English Communication. Responsible for Monthly/Quarterly/Yearly end closure Responsible for vendor advance analysis and employee advance information Need to take care of GST Filings, Monthly / Annual returns PAN India, Reconciliation, Business Support, Other Compliances.. TDS/ TCS- Deposit/ Quarterly Returns, TDS Certificates, Advance tax, Computation Of Income, tax Audit, Annual Tax Return, Employee Taxation, Transfer- pricing compliances, Tax- Assessments Support.

Prepare Balance Sheet & Profit & Loss Account Bank Statement, Various Expenses Details, Sales, Purchase Various Data Entry in Tally GST Registration, LUT, and GST Cancellation process. Prepare Various Return: GST Return, Sale Tax Return, TDS Return, GST Refund process, GST Reconciliation. Reconcile GST and Sale Tax Return with Sales & Purchase Data. Preparation of GST, Direct Tax and Statutory Audit TDS Data Entry In Relyon Software Prepare TDS Return Visiting Clients, Sales Tax and GST Department.

Complete Accounting, Like GST, TDS, Billing, Purchase, Dispatched, ETC.

1) Quality acquisition of Home Loan for Resident / Non-resident Indian by goingout into the market & catchment area.2) Ensure quality sourcing of new customer to sell different kind of loans and insurance3) Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, cold calls in the catchment area.4) Ensure quality customer service is delivered.5) Meeting productivity norms as defined through support of channels & own efforts.6) Strictly adhere & maintain KYC norms compliance.7) Adhere the norms, regulation & practices of banks religiously.

HIWE ARE HIRING FOR LEADING FINANCIAL SERVICE PROFILE - FINANCIAL SERVICE ASSOCIATE SALARY -3.00 LPA + GOOD INCENTIVES EXPERIENCE - Min. 06 Months In Insurance Any Loan , HL , PL , BL , ML, LAP , CD Etc.MALE CANDIDATES REQUIREDAGE UP TO 32 MAXIMUM CANDIDATE SHOULD BE LOCALANY Interested CAN SHARE THEIR CV TO THIS NUMBAR -7898388714Regards - Sheikh Zuned

Position : Sales OfficerRole and Responsibility: To monitor closely the HL data and Sell Home Loan To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. To ensure to source customers family details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint ownership of the customer at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc) To always be well groomed and his sales kit should be organized and complete To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc

Job Openings for 2 Senior Accountant Jobs with minimum 7 Years Experience in Gurugram / Gurgaon, Haryana, having Educational qualification of : B.Com, M.Com with Good knowledge in Tally,Indirect Taxation,Service Tax,TDS,Financial Accounting etc.

Hiring for 1 Senior Accountant Job in Bahadurgarh,Sampla Bahadurgarh,Delhi,Gurgaon with minimum 8 Years Experience,Required Educational Qualification is : Professional Degree, B.Com, M.Com with Good knowledge in Tally,Finance,Indirect Taxation,Auditing,Service Tax,Financial Accounting etc.

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

Designation Field Business Development ExecutiveDepartment SalesCompensation: 1.50-4.50 LPA plus incentiveFresher/Exp both can applyGraduates and postgraduates both can applyPurpose of the Role To accomplish lasting impact by creating pathway of success to the customers.To leverage on our strength that which benefits our client's campaign bringing them high return of investment. To become a part of our driving sales force contributing to increase client acquisition wherein they become the revenue generator for our organization.Key Responsibilities Identifying business opportunities by identifying individual business owners,MSMEs, Entrepreneurs, and Professionals and evaluating theirposition in the market, researching and analyzing sales opportunities. To develop business relationship with our end customer by providing support and solutions recommending our services benefiting their business requirements. To provide presentations and demonstrate our organizationspackages and of our services. To obtain qualitative business information of the businessenterprise he/she visits and also explains them of the same on how itwould be represented to the users of the company. To explain in detail of our product's features, advantages,benefits, tenure and all the terms and conditions related to the productthe client is showing interest upon. To contribute in persuading the business owners/SME's tobecome our registered customerswhich shall enhance the productivity of their business. To actively play the role of a consultant providing thecustomers with relevant answers and solutions to the query they raise. To prepare report by collecting, analyzing and summarizinginformation and send the Key Parameter Monitor (KPM) report to thereporting managers on daily basis.Skills and Work Experience Required: Language:- Fluent in English/Hindi Communication Skill - Good communication skill.