Array ( [0] => financial-services-sales [1] => mumbai ) Financial Services Sales Graduate Jobs in Mumbai
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Financial Services Sales Graduate Jobs in Mumbai

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Urgent Requirement For Financial Service Executive

BTW Financial Services & IMF PVT LTD

  • 1 - 1 yrs
  • 3.0 Lac/Yr
  • Dadar Mumbai
Sales Online Lead Generation Business Development
Designation: Financial Services Sales Executive(Mutual Funds,Marine & Fire Insurance) Gross Salary: 21,000 to 25,000 Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday Probation Period: 6 months Interview & Job Location :BTW Visa Services India Pvt Ltd Office No.B.14,Ground Floor, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, 400014 https://share.google/0kCds4yCMFuLYPwZ Core Responsibilities 1. Sales and Client Acquisition: Find and acquire new clients (people and companies) using cold calls, networking, and referrals. Achieve daily and monthly sales targets for mutual funds and insurance. 2. Product Expertise: Clearly explain the features, benefits, risks, and coverage of Mutual Funds, Fire Insurance, and Marine Insurance. 3. Client Relationship Management: Build and maintain strong, long-term relationships with all clients. Act as their main point of contact for service and support. 4. Transaction Support (Mutual Funds): Advise clients and process requests like purchases, redemptions, switches (SIP, STP, SWP), and other account changes accurately and quickly. 5. Insurance Sales & Coordination: Explain specific policy details (coverage, limits) for Fire and Marine Insurance. Work with underwriters and claims teams to provide quotes and help process claims. 6. Query and Issue Resolution: Handle all client queries, including mailbox/email requests, for both financial and non-financial transactions promptly and accurately. 7. Compliance and Documentation: Ensure all sales, advice, and transactions follow SEBI/IRDAI rules and internal compliance guidelines. Maintain accurate records and client profiles (CRM). Essential Skills 1. Communication & Sales: Strong ability to start conversations, present ideas clearly, negotiate, and close deals. 2. Customer Service: Provide proactive, high-quality support to keep clients satisfied. 3. Networking: Skill in building a strong contact base for new leads and referrals. 4. Organization: Ability to manage sales pipelines, prioritize tasks, and meet deadlines. 5. Knowledge: Stay current on product details, market trends, and industry rules for both financial services and insurance.
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Sales Executive Jobs For B.B.A Freshers

Proslisi

B2B Sales Educational Sales Financial Services Sales Sales Service Executive Sales Field Sales
Designation Sales Executive (B2B & B2C )Locations Chandigarh, Mumbai, Kolkata, ChennaiExperience (0 -1 yrs)Salary - 30k to 35kNo. of opening 1 eachPreferred with Good comms
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CASA Sales Executive (Freshers) Mumbai

Talent Seekers

  • 0 - 2 yrs
  • 4.0 Lac/Yr
  • Mumbai
BFSI Sales Casa Sales Customer Service BFSI Field Sales Current Account Banking Sales Financial Products Sales
Were Actively Hiring Banking Sales Professionals in Mumbai! Looking to build your career in the Banking Sales sector?We are hiring passionate candidates for Sales Executive / Sr. Executive / Assistant Manager roles in Mumbai. Location: Mumbai Freshers & Experienced candidates welcome You can also share your CV to talentseekers2024@gmail.com
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Looking For Field Sales Manager (Mumbai)

Corporate Employment Services

  • 2 - 8 yrs
  • 6.0 Lac/Yr
  • Mumbai
Marketing Communication Customer Relationship Lead Generation Technical Sales Field Sales Relationship Manager Nbfc Sales Business Development Financial Services
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
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Sales Executive

Wings to Career Consultancy Firm

Willingness to Travel Field Work Sales Financial Service Commercial Vehicle Loans Retail Sales Sales Administration Lead Generation Direct Sales Sales Ability Communication Skills
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
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Advisor- For L S B Isy.

Nextgen Placement

Sales Financial Advisor Leadership Investment Banking Financial Services BFSI
#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.
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Sales Advisor

Seed Capital Research

  • 0 - 2 yrs
  • 4.8 Lac/Yr
  • Mumbai
Direct Sales Financial Services Sales Negotiation Skills Convincing Power Corporate Sales
WE DEAL IN CUSTOMER SUPPORT FOR TRADING IN SHARE MARKET. THE JOB ROLE OF EMPLOYEE WILL BE TO HANDLE CLIENTS & MAKE THEM SATISFY WITH OUR STOCK CONSULTANT SERVICES. THIS WILL BE A TARGET BASED JOB.
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Sales Advisor (full Time)

VEDHA FINANCE SERVICES

  • 1 - 3 yrs
  • Goregaon Mumbai
Retail Sales Corporate Sales Channel Sales Direct Sales Financial Services Sales Insurance Sales
INSIDE SALES.NO PRESSURE OR TARGET.GREAT INCENTIVES.SALES EXPERIENCE ONLY.GIVING HIKE IN YOUR CURRENT SALARY PACKAGE.
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Senior Manager (insurance Sales)

HR Wing

B2B Sales Insurance Manager Financial Services
Role & Responsibilities:To deliver excellent conversion of prospects to customers by combining your grasp of commercial insurance with adeptness in selling.Maintaining a strong pipeline of prospects.Demonstrating strong teamwork, self- and team-leadership.Displaying consistently high energy, integrity and commitment to the job.Having a problem-solving approach.Ideal Candidate:Commercial insurance experience, e.g. in group health, property and liability,etc is very usefulB2B sales experience is a mustThe candidate may have worked with a insurance broker or with the direct selling side of insurers.Strong drive to handle clients and teams in an independent way.A strong problem-solving approachStrong communication and comfort in engaging with senior client executivesDrive to build a large business and progress within the companyProven ability to work and collaborate with other functions.
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Sales Officer

Ideal Global Services

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Mumbai +1 Pune
Good Communication Financial Services Knowledge Banking Sales Financial Sales
We are Hiring as a seles officer for HDFC bank having a knowledge of any financial services good communication must have bike
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Sales Consultant

Gautam Modi Group

  • 1 - 4 yrs
  • 1.0 Lac/Yr
  • Malad West Mumbai
Direct Marketing Channel Sales Financial Services Sales Convincing Power Sales Consultant
Meeting and greeting customers who enter the sales lot or dealership in a welcoming and helpful wayAnswering general and detailed questions about particular vehicles and the financial aspects of buying themHelping customers sort out and process their financing and purchase options based on their specific situationPersuading customers to buy a vehicle in a way that leaves them feeling good about their choice
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Collection Officer

Indiref

Financial Services Sales Collection Officer
Excellent communication skills ? Strong sense of ethics and integrity ? Excellent Client Relationship skills ? Regular field visit to default and delinquent customers ? Follow up on delinquent customers for recovery of outstanding dues ? Maintain day to day MIS and reporting activities ? Prepare and maintain data and presentations for the location ? Strong bias for action & driving results in a high performance environment. ? Exceptionally high motivational level and needs to be self-starterCONTACT DETAILSJitendra Gupta
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Customer Sales Executive

Dhoorja Sri Solutions Private Limited

Sales Executive Activities Telecaller Sales Credit Card Domain Financial Services Customer Sale
This is a Telesales role where the staff is provided customers data to welcome new credit card customer, informing features & all, of Credit cards. These customers need to be engaged with through tele calling service, and multiple products of the Bank needs to be cross sold. These products may include Credit cards/Home Loans/Auto Loans/General Insurance/Life Insurance/Personal Loan. Good communication in Hindi, English /One Regional Language (Only for South centers), any other language capability will be added advantage Experienced in telesales (preferably credit card sales) Good convincing skills Passion for sales Good emotional connect Understanding of basic numbers Ability to engage in a communication and build a conversation around it For experienced candidates: to check what all Banking Basics/ any product basics candidate is aware of. For non-Banking experiences, relevance to the current process needs to be understood during the interview Need for job/ambition/career orientation and ready to work in Sales environment.
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Sales Consultant

JM Financial Limited

Communication Skills Financial Services Sales Sales Consultant Work From Home
1. Client Handling2. Consult them financially on the latest trends in domestic bond market3. Solve their concerns and questions related to buying/selling of bond4.Help clients understand different options available for buying/selling bonds on the bondskart platform5.Keep existing clients updated with the latest trends in global bonds market6.Excellent written and oral communication skills7. Interact with the transaction execution team to close the orders from the clients
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Insurance Sales Telecaller

Olive Green Consulting

Loan Sales Financial Service Insurance Insurance Sales Telecaller Telesales Bank Sales Sales Voice Process Insurance Advisor Financial Advisor Telecalling
Qualities: He/She must be graduate Must have experience in Financial Services only. Insurance Tele caller. (Most important) Min 1 to 2years experience. Good oral and written communication skills. Ability to manage and handle multiple work.Role & Responsibilities: To pitch the company products to prospective clients. Responsible for solving question in regards to the product or service provided by thecompany. Collect relevant information from the clients and maintain healthy relations with them. Collect customers information and other relevant details. Resolving queries and issues related to the products and services. Suggesting solutions based on customers needs and requirement.
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Financial Relationship Manager

Intern Theory

  • 4 - 6 yrs
  • Female
  • Mumbai
Cold Calling Sales Business Development Financial Relationship Manager Customer Relationship Client Relationship Customer Support Customer Care Customer Service
- Only Female Candidates.- Be part of a team that manages tele sales to clients in the capital markets.- Apply a consultative approach in understanding and analyzing clients needs.- Source new leads via follow-up, cold calls, and emails.- Route qualified opportunities to the appropriate sales executives for furtherdevelopment and closure.- Maintain and expand a meticulous database of prospects within the assignedterritory using a leading CRM tool.- Collaborate with channel partners to build a lead pipeline and close deals.- Provide effective demos to Listed Company CXOs and other capital marketspecialists viz. Portfolio Managers and Analysts.- Generate threshold leads per day and make follow-up calls to close sales
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Sales Executive

computer age management services pvt ltd

Channel Sales Channel Management Direct Sales Mutual Funds Sales Customer Care Agent Customer Service Advisor Financial Advisor Investment Advisor Sales Advisor Sales Associate Sales Assistant Sales Marketing Executive Business Development Executive Sales Executive Business Development Associate
Job Location :- Navi Mumbai_BelapurJob Role :- 1. Helping investor in investing in Mutual Fund schemes and interacting regarding scheme related information, updating about NAV, Providing fund information and guidance, suggesting better investment options. helping them to expand their portfolios.2. Advisory Role i.e. Investment Advisor, Mutual Fund investment, KYC Clarification, Handling queries and grievances, Redemption, etc.3. Maintain Portfolio of HNI Clients, Connect with them related to SIP Schemes, Redemption, KYC Verification and queries , Investment,etc. 4. Give information regarding current market trend and guide investors for investment procedure. 5. Connect to investors through Inbound & Outbound calls.Professional Skills, Criteria & Benefits :- Excellent command on English is must.Both Freshers & experience can applyTelecalling experience in Mutual Fund Domain is a added advantage.Opportunity to work with Corporate Clients.Get product training & Soft skill training, etc.Reference Code :- Ankita CAMS HRInterested candidates can Walk-in with their updated resume on below mentioned details. Contact details :-Feel free to contact if any query Regards,Ankita SoniCAMS HRD
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