Financial Service Manager Jobs

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.

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

We are looking for an Assistant Sales Manager to oversee and manage sales and collections of Electric Vehicles (EVs) in the specified region. The ASM will be responsible for driving the sales of EVs (primarily 3-wheelers - passenger and loaders), developing and nurturing relationships with customers, and ensuring timely collections of payments.Job Responsibility? Sales & Business Development:o Identify and target potential customers in the assigned area.o Promote and sell Electric Vehicles, including passenger and loader 3-wheelers.o Build relationships with dealers, fleet owners, and corporate clients.o Drive revenue growth through direct sales and partnerships.o Meet or exceed monthly/quarterly sales targets.? Collections & Credit Management:o Ensure timely collections from customers as per the defined credit terms.o Follow up on overdue accounts and resolve payment issues.o Collaborate with the finance team to assess creditworthiness and manage credit limits.o Maintain detailed records of collections and report on outstanding payments.? Market Research & Reporting:o Track market trends, competitor activities, and customer feedback to adapt sales strategies.o Provide regular reports on sales performance, collection updates, and market conditions.o Suggest new sales and promotional strategies to enhance product uptake.? Customer Service & Relationship Management:o Serve as the primary point of contact for all customer queries and concerns.o Provide after-sales support and ensure high levels of customer satisfaction.o Develop long-term relationships with clients and identify cross-selling opportunities.? Team Coordination:o Coordinate with internal teams (Sales, Finance, and Operations) to ensure smooth operationsand successful transactions.o Train and mentor junior sales staff (if applicable).? Enter into and manage partnership and alliances with Vehicle OEMs local officials and their dealers? Hands on, direct sourcing to increase our 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 assignedMandatory:? Proven experience in sales and collections, preferably in the CV industry.? Strong knowledge of Commercial Vehicles, especially 3-wheeler loaders and passenger vehicles.? Excellent negotiation, communication, and interpersonal skills.? Ability to work independently and manage a large area of responsibility.? Strong organizational skills with a focus on meeting deadlines.? Proficiency in Microsoft Office and CRM software.? Willingness to travel extensively within the assigned region.Target Industry: Commercial Vehicle Finance/EV - MandatoryTarget Industry: Commercial Vehicle Finance/EV - MandatoryGender: MaleExperience: 3+ yearsJob Location: ChennaiWorking Days: 6 daysAge: Upto 30 yearsQualification: Graduate/Post GraduateNotice Period: Immediate to 30 days onlyRelocation candidates: No

Key Responsibilities1. Operations & QualityWorkflow Optimization: Manage the service floor schedule to ensure jobs (like PCB repairs or product servicing) are completed on time.Quality Control: Monitor the quality of work performed and ensure compliance with safety and industry standards (e.g., IPC standards for electronics).Inventory Management: Oversee the availability of spare parts, components, and tools required for service operations.2. Team LeadershipSupervision: Lead and mentor a team of technicians and service advisors.Training: Organize regular training on new hardware, software updates, or customer service etiquette.Performance Reviews: Set and track KPIs for individual team members.3. Customer & Relationship ManagementEscalation Handling: Resolve complex or high-priority customer complaints that the front-line staff cannot handle.Warranty Management: Oversee the processing of warranty claims and defect ratio analysis.SLA Compliance: Ensure the team meets Service Level Agreements (e.g., all repairs must be finished within 48 hours). Required SkillsTechnical Breadth: A strong understanding of the products being serviced (e.g., schematics, electronic troubleshooting, or firmware).Soft Skills: High emotional intelligence to deal with frustrated customers and manage a technical team.Financial Acumen: Ability to manage a department budget, track revenue from out-of-warranty services, and reduce operational costs.Analytical Thinking: Ability to read Service Dashboards to identify bottlenecks (like high Repeat Repair Rates).

Looking for a male Graduate to join our team as a Branch Service Manager in Khambhat. Key responsibilities include overseeing daily branch operations, managing customer service, resolving client issues, and supervising branch staff. Strong communication, leadership, and problem-solving skills are required. Previous experience is not necessary, as freshers are welcome to apply.

Manage day-to-day operations of the marriage and party hallHandle client inquiries, bookings, and contractsCoordinate with decorators, caterers, sound & lighting vendorsSupervise staff including cleaners, security, and support staffEnsure events run smoothly as per client requirementsMaintain cleanliness, safety, and overall upkeep of the hallManage inventory, utilities, and basic maintenanceHandle billing, payments, and basic record keepingResolve customer issues professionally and promptly

Hiring for 20 Team Manager Jobs in Kolkata for Freshers,Required Educational Qualification is : 12th Pass, 10th Pass, B.A, B.Com, B.Sc, M.B.A/PGDM, M.Com with Good knowledge in Financial Services, Financial Planning, BFSI, Investment Banking, Finance, Team Building, Team Leader, Team Management Skills etc.

*Roles and Responsibilities of a Spa Salon Manager*1. *Operations Management:*- Oversee daily operations of the spa and salon, ensuring that all services are delivered efficiently and professionally.- Manage scheduling and appointments to maximize business efficiency and customer satisfaction.- Monitor inventory levels of products and supplies, and reorder as necessary.2. *Staff Management:*- Recruit, train, and supervise spa and salon staff, including therapists, aestheticians, and receptionists.- Conduct regular performance reviews and provide ongoing training to enhance service quality.- Handle staff scheduling, ensuring adequate coverage during peak hours and special events.3. *Customer Service:*- Ensure a welcoming and relaxing environment for clients, addressing any issues or complaints promptly.- Maintain high standards of customer service and personalize services based on individual client needs.- Develop and implement customer loyalty programs and special promotions to attract and retain clients.4. *Financial Management:*- Manage the budget and financial performance of the spa and salon, including revenue, expenses, and profit margins.- Analyze financial reports to identify areas for cost reduction or revenue enhancement.- Set pricing for services and products, considering market trends and competitor pricing.5. *Marketing and Promotion:*- Develop and execute marketing strategies to promote the spa and salon, including social media campaigns, partnerships, and local advertising.- Organize events or workshops to increase brand visibility and attract new clients.- Maintain an active online presence, responding to reviews and engaging with clients on social media platforms.6. *Compliance and Safety:*- Ensure that the spa and salon comply with all health, safety, and sanitation regulations.- Keep up-to-date with industry standards and local regulations, implementing necessary changes to maintain compliance.- Oversee the proper maintenance of equipment and facilities to ensure a safe and clean environment for both clients and staff.7. *Product and Service Development:*- Continuously assess the market and client feedback to introduce new services and products that meet customer demands.- Work with suppliers to source high-quality products that align with the spa's brand and standards.- Develop customized packages or seasonal offerings to boost sales during specific periods.8. *Reporting and Administration:*- Prepare and present regular reports on business performance to upper management or owners.- Maintain accurate records of client preferences, staff performance, and financial data.- Handle administrative duties such as payroll, billing, and vendor management.9. *Client Relationship Management:*- Build and maintain strong relationships with clients, ensuring a personalized and memorable experience.- Gather and analyze client feedback to continuously improve service offerings.- Encourage repeat business through exceptional service and personalized follow-ups.10. *Innovation and Trend Awareness:*- Stay updated on the latest trends in the beauty and wellness industry.- Implement innovative treatments and services to keep the spa competitive and attract a new clientele.*Personal Qualities and Skills Required:*- Strong leadership and interpersonal skills.- Excellent communication and customer service abilities.- Financial acumen and experience in budget management.- Knowledge of beauty and wellness products and services.- Ability to handle high-pressure situations and resolve conflicts effectively.

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.

Job Title: Relationship ManagerCompany: Eureka Outsourcing Solutions (EOS) Aditya Birla ProcessLocation: Majiwada, Thane, Maharashtra 400607Job Type: Full-Time Work from OfficeIndustry: BPO (BFSI Process)Job Description:Eureka Outsourcing Solutions is hiring Relationship Managers for their Aditya Birla BFSI process. This role involves managing customer relationships through inbound/outbound calls, focusing on sales or service within the BFSI sector.Key Responsibilities:Handle inbound and outbound customer interactions professionallyPromote and cross-sell financial products and services (insurance, mutual funds, NBFCs, etc.)Address customer queries and resolve concerns promptlyMaintain quality communication and adhere to call center standardsEligibility Criteria:Education: 12th Pass / GraduateExperience: Minimum 2 years of call center experience in the BFSI sector (NBFCs, banks, insurance, mutual funds)Gender Preference: FemaleCommunication: Must have English Versant 6 level (good communication skills mandatory)Job Details:Shift Timing: Day Shift 9:30 AM to 6:30 PMWorking Days: Monday to SaturdayWeekly Off: 1 rotational offSalary: As per last drawn (Open Bracket)Interview Mode: Face-to-Face

DESCRIPTION1. Preparation of long-term & short-term business plans for revenue generation.2. Identify and connect with prospective corporate anchors (large buyers/suppliers).3. Find out details of FMCG / FMEG / any other industry Distributors /Dealers and brief them about lending products.4. Support onboarding of anchors by assisting with proposals, meetings, and internal coordination. Sign service agreements with distributors.5. Help map distributor ecosystems for downstream financing opportunities and daily visits to existing distributors.6. The candidate will look after the Repayment collection part of distributor.7. Candidate will play role of mentors for their own distributors and help in their application process.8. Work cross-functionally with credit, legal, and operations team to drive seamless execution.9. Inventing new business strategies followed by their execution for the growth of the company.10. Co-ordination with head office /Central Office for all distributor related activity.11. Maintain lead data, support sales pipeline management and monthly sales report submission

We are looking for a motivated and experienced individual for the position of Sales and Center Manager at our motorcycle service center.Your Role: Oversee daily operations of the service center Handle customer inquiries and service bookings Drive sales and build long-term client relationships Manage staff and ensure smooth workflow Requirements: Only serious applicants will be considered Experience in sales and/or automotive service is a plus Strong communication and organizational skills Reliability and a passion for motorcycles are a must Interested?Please send your CV.Akhilbharatiyaautomobileclub@Gmail.comWe are looking forward to hearing from you!

overseeing the day-to-day operations of a restaurant, ensuring smooth and efficient service, and managing staff and financial aspects of the business.

Roles : Business Development Manager/Executive, Officer Sales , Assistant Manager Grade, Senior Executive, Personal Banker, Branch Relationship Executive, Relationship Officer, Relationship Manager Department: Liabilities & AssetsSalary: 15k CTC to 40k CTCLocation: Chennai, Coimbatore, Salem, Trichy, Madurai, Erode, Pondicherry and Other locations based on Availability.Experience: Min 6 monthAge below 30 preferred, Male candidatesDocuments required:Aadhar, Pan, Driving Licence, photo , 10th, 12th, Degree, Consolidated Marksheet, Previous Experience Relieving Letter, Offer letter , and last 3 months payslipJob Responsibilities:1. Business Development & SalesIdentify and acquire new customers (individuals & businesses)Promote banking products like savings accounts, loans, credit cards, and investment plansAchieve branch sales targets2. Customer Relationship ManagementBuild and maintain strong relationships with customersProvide personalized banking solutionsAddress customer queries and improve satisfaction3. Branch Operations SupportAssist in day-to-day branch activitiesEnsure compliance with banking policies and regulations4. Market Research & StrategyAnalyze local market trends and customer needsDevelop strategies to attract new clientsOrganize promotional events and campaign

Recruitment and development and procurement of sales through team

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**.

Its a field based jobBike or any vehicle required with licenseNISM VA CERTIFICATE

FIELD BASED JOBNEED TO OWN A VEHICLENISM VA CERTIFICATE

INDUSTRY: Personal Finance/Financial PlanningJOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)

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, Sys

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.

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

1. Preparation of long-term & short-term business plans for revenue generation.2. Identify and connect with prospective corporate anchors (large buyers/suppliers).3. Find out details of FMCG / FMEG / any other industry Distributors /Dealers and brief them about lending products.4. Support onboarding of anchors by assisting with proposals, meetings, and internal coordination. Sign service agreements with distributors.5. Help map distributor ecosystems for downstream financing opportunities and daily visits to existing distributors.6. The candidate will look after the Repayment collection part of distributor.7. Candidate will play role of mentors for their own distributors and help in their application process.8. Work cross-functionally with credit, legal, and operations team to drive seamless execution.9. Inventing new business strategies followed by their execution for the growth of the company.10. Co-ordination with head office /Central Office for all distributor related activity.11. Maintain lead data, support sales pipeline management and monthly sales report submission

1. Preparation of long-term & short-term business plans for revenue generation.2. Identify and connect with prospective corporate anchors (large buyers/suppliers).3. Find out details of FMCG / FMEG / any other industry Distributors /Dealers and brief them about lending products.4. Support onboarding of anchors by assisting with proposals, meetings, and internal coordination. Sign service agreements with distributors.5. Help map distributor ecosystems for downstream financing opportunities and daily visits to existing distributors.6. The candidate will look after the Repayment collection part of distributor.7. Candidate will play role of mentors for their own distributors and help in their application process.8. Work cross-functionally with credit, legal, and operations team to drive seamless execution.9. Inventing new business strategies followed by their execution for the growth of the company.10. Co-ordination with head office /Central Office for all distributor related activity.11. Maintain lead data, support sales pipeline management and monthly sales report submission