Financial Services Sales Job Vacancies in Bangalore

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.

We are recruiting mature, networked individuals (aged 40+) who want to build a peaceful, dignified second career as Financial Advisors.Ideal for:Retired BankersHousewivesTeachersProfessionals looking for flexible work from home or part-time models Full training provided Office Support Koramangala Income through commissions + incentives Work your way, grow your legacyLocation:Bangalore Flexible (Hybrid Work) Contact:Subramanyan K P 7337783120 subbasastri@gmail.com

Role Overview:As a Marketing and Sales Associate, you will play a crucial role in driving sales and marketing initiatives to promote our products/services. You will be responsible for assisting in the development and execution of marketing campaigns, as well as engaging with customers to generate leads and close sales. Additionally, this role requires knowledge of GST filing and basic accounting principles to ensure compliance and accuracy in financial transactions.Key Responsibilities:Collaborate with the marketing team to develop and implement marketing strategies and campaigns to promote our products/services.Conduct market research to identify potential customers and market trends, and provide insights to inform marketing and sales strategies.Assist in creating marketing materials such as brochures, presentations, and online content.Engage with customers via email, phone, and in-person meetings to generate leads and convert them into sales opportunities.Maintain accurate records of sales activities and customer interactions using CRM software.Provide support in managing social media accounts and online presence to enhance brand visibility and engagement.Assist in GST filing and ensure compliance with tax regulations.Support the finance team with basic accounting tasks such as invoicing, expense tracking, and reconciliations.Collaborate with cross-functional teams to ensure alignment between marketing, sales, and finance activities.Requirements:Bachelor's degree in Marketing, Business Administration, or related field.Proven experience in marketing and sales roles, preferably in Product sales. Strong understanding of marketing principles and techniques.Excellent communication and interpersonal skills.Ability to build and maintain relationships with customers.Knowledge of GST filing procedures and basic accounting principles.Proficiency in Microsoft Office suite and CRM software.Ability to work independently and as part of a team in a fast-paced

The Sales Consultant is responsible for selling new vehicles with the objective of achieving Volume andCustomer Satisfaction standards. Assist customers in determining vehicle needs and completing financingpaperwork, wherever applicable. Build customer loyalty and increase Customer Satisfaction throughprofessionalism, trustworthiness, sincerity, positive attitude and a business-like appearance in everycustomer touch point.DUTIES AND RESPONSIBILITIES Greets all customers promptly; provides timely professional service. Completes Customer Records (CDIF) promptly and accurately in GDMS & maintain folders Provides excellent customer service by listening to customer inquiries and requests, askingquestions to identify needs, resolving customer concerns, and sells additional serviceswhen appropriate. Improve SSI , RDI or any other customer satisfaction related scores Builds customer loyalty and promotes the dealership brand image. Is accurate and timely in completing paperwork and assigned tasks. Sells accessories, Insurance and Finance products.SKILL REQUIREMENTS Explains the price of the vehicle in a way that the customer focuses on the value of thevehicle, rather than the price. Effective and accurate with finance calculations. Effective problem solving skills. Adaptable and flexible. Able to perform multiple tasks effectively. Empathetic to customers and their problems situations. Communicates effectively, especially in problem situations by phone, mail, e-mail, andFace-to-face.QUALIFICATION : GRADUATE / UNDER GRADUATTE

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.

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

Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.

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.

Amazing offer to work with one of the Leading Insurance company in India along with that we will make you study your PG course to get the post graduation certificate which is valid globally

Responsibilities: 1. Client Relationship.2. Sales Lead Generation.3. Meeting with Customers Digitally Or In-Person During Sales Visits. 4. Develop A Business Strategy To Ensure Area Sales Growth. 5. Demonstrating and Presenting Products. 6. Establishing New Business. 7. Maintaining Accurate Records.

We are hiring Freelancers who have experience in Loan sales- personal loan or business loanJob Function: Loan Sales Locations: Mumbai, Delhi NCR, Hyderabad, Bangalore.Qualifications and Personal Attributes: => Exposure in sales of LOANS. => Should have prior experience in loan sales freelancing=> Computer proficiency => Lucrative incentive structure. . => High Proficiency in Hindi/ English. => Good Peoples Skill & Street Smart => Go better attitude with flair for sales => Excellent judgement, decision making skills and the ability to work under continual deadline pressure..

The Sales Consultant is responsible for selling new vehicles with the objective of achieving Volume and Customer Satisfaction standards. Assist customers in determining vehicle needs and completing financing paperwork, wherever applicable. Build customer loyalty and increase Customer Satisfaction through professionalism, trustworthiness, sincerity, positive attitude and a business-like appearance in every customer touch point.

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