Financial Services Sales Job Vacancies in Mumbai

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.

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

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

DON'T MISS A CHANCE TO EARN FROM AN ADDITIONAL SOURCE OF INCOME !!Why become an Insurance Consultant With Bajaj Allianz Life InsuranceExpand your product offeringsGet an earning opportunity with zero InvestmentAttend Training ConventionsWork from home with digital enablersBe flexible with your working hoursFor more information please contact

Job Overview:We are looking for a dynamic and results-driven Sales Officer to join our team at First Adviser / FA Wizard PVT. LTD., a leading finance company. The Sales Officer will be responsible for identifying potential clients, generating leads, and driving the sales of our financial products and services. This is an exciting opportunity for individuals with a passion for sales and finance.Key Responsibilities:Client Acquisition: Identify and target new business opportunities and prospective clients to meet sales targets.Sales & Business Development: Promote and sell the companys financial products, including loans, insurance, and investment plans, to new and existing customers.Lead Generation: Proactively source leads through various channels, including cold calls, networking events, referrals, and online platforms.Client Relationship Management: Build and maintain strong, long-lasting relationships with clients by understanding their needs and providing suitable financial solutions.Market Research: Stay updated on market trends, competitors, and customer preferences to identify opportunities for growth.Sales Reporting: Maintain accurate records of sales activities, client interactions, and achievements. Provide regular reports to the Sales Manager.Customer Service: Ensure timely follow-up with clients for post-sales support, including addressing queries, handling complaints, and providing updates.Compliance: Ensure adherence to company policies and industry regulations while conducting sales activities.Skills & Qualifications:12the & Bachelors any degree in Business, Finance, or related field.Proven experience in sales, preferably in the finance industry.Strong knowledge of financial products and services (loans, investments, insurance).Excellent communication, negotiation, and interpersonal skills.Ability to work independently and meet sales targets.Strong analytical skills and attention to detail.Proficiency in MS Office and CRM tools.

Completely Field job, Meeting New Clients, Generate Leads, Collect Documents for loan processing providing each and every update to customer about there loan, need to be on time for reporting,

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

#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.

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.

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.

INSIDE SALES.NO PRESSURE OR TARGET.GREAT INCENTIVES.SALES EXPERIENCE ONLY.GIVING HIKE IN YOUR CURRENT SALARY PACKAGE.

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.

We have vacant of 40 Sales Consultant Jobs in Mumbai, for Freshers Educational Qualification : Higher Secondary Skill Direct Marketing,Financial Services Sales,Sales Business Development etc.

We are Hiring as a seles officer for HDFC bank having a knowledge of any financial services good communication must have bike

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

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

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.

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.

Credit card sales in Branch as per near by location . Handle walk-in customer , bank data and convince them and sale credit cards.