Financial Service Manager Job Vacancies in Pune

Regional Sales Manager Financial Services - PuneJob Description: Job Title: Regional Sales Manager Financial Services - PuneJob Responsibility Enter into and manage partnership and alliances with Vehicle OEMs local officials and their dealers Hands on, direct field work to source EV fleet customers in the local EV market Analyze regional market trends and discover new opportunities for growth Manage Region rollout and partner onboarding Manage monthly sales planning with partners and lead funnel Manage soft and hard collections Align the Region, with our pan-India retail vehicle finance foray, reporting to Regional Head- Retail Finance Ensure fluency in local language, handling local team and Bulk clients for the RegionKey Skills: Key Skills: You are a proactive and independent person and are looking to take on independent responsibility Suggest new services/products and innovative sales techniques to increase customer satisfaction Should have capability of building up the new Team. You are good with numbers, have an analytical bent of mind and are curious by nature You can work as an independent contributor with little/ no support 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.) You can converse easily with sales staff and customers in local language as well Hands-on and good inter-personal skills, with a go-getter attitude Attention to detail and accuracy Ability to convert sales work to data through computers and mobile appsMandatory: Done Retail loan sales and collections for an NBFC for atleast 5 years Willingness to travel extensively to engage the market Vehicle finance experience, especially new or used commercial vehiclesTarget Industry: Commercial Vehicle Finance - MandatoryGender: MaleExperience:

Job description- Responsible for acquiring and developing preferred clients in HNI / Ultra HNI segment.- Identification of customer needs and provide them with right financial planning assistance, asset allocation and coordinate with product and research team for taking investment decision for the clients.(Products-Equity, Mutual funds, SIP, Bonds )- Maintaining strong client relationships and generate revenue from preferred clients.Build and deepen relationships with existing HNI/UHNI Customers to achieve an increase in the share of wallet.- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.- Responsible for achieving targets based on acquisition and revenue generation majorly through Equity- Initiates periodic meetings with the Research team to enable them to give structural segment market fundamental report, which facilitates the HNI/UHNI clients to invest better.- Responsible for Cross-Selling of product like SIP, MF, FIP, PMS, Life Insurance, etc.- Acts as a critical link in enabling one to one discussions, presentations to select group of HNI/UHNI for their investment needs.- Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation and Product SalesQualifications and Years of Experience :- Any graduate/ MBA Finance- Years of Experience : 3 Years - 7 Years only from Equity IndustryPreferred Skills :- Excellent selling and relationship nurturing skills- Strong market connect to enable shifting of client-base to new set-up- Outstanding written and oral communication skills.- 6+ years of proven record of managing HNI/UNHI clientele in investment/financial services and nurturing relationship with the customers- Teamwork and Collaboration with research team- Strong Organizational

Job Title: Relationship Manager Broking/Financial Services PuneJob Description: Focusing on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled our client to blossom into an 8600+ member team.Today they are a well-diversified financial services firm offering a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance.They have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions, and corporate clients. We are headquartered in Mumbai and, as of September 2021, had a network spread over 550 cities and towns comprising 2500+ Business Locations operated by our Business Partners, us, and 34,00,000+ customers.Job Title: Relationship Manager Broking/Financial Services PuneJob Responsibilities: Team Handling and individual contributor Selling of demat, SIP, Insurance and other third party productsKey Skills: Key Skills: Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented Mandatory: Good Communication skillsMandatory: From Bank CASA candidates, broking industry No insurance or loan candidatesIndustry: BrokingGender: OpenExperience: 0-6 Months (Freshers Welcome)Age: upto 35 yearsJob Location: Bhandarkar Road - PuneWorking Days: 6 daysQualification: Graduate/MBA (Finance/Marketing) Degree holder