16 Job openings found

Key Responsibilities: Sales Strategy & Execution:Develop and execute effective sales strategies to promote and sell our financial products,Virtual CFO services, and related financial services offerings. Drive revenue growth bytargeting businesses seeking outsourced financial management and advisory services. Client Relationship Management:Build and nurture relationships with C-suite executives, CFOs, and other keystakeholders ...

Business Development Manager – Accounting & Financial Services (USA) Company Overview Our client is a trusted offshore partner for leading financial services firms in the US and Canada, offering a comprehensive suite of services ranging from accounting and taxation to valuation and advisory services. The client is now expanding theirr reach into the ...

Job description: Job Title: Sales Executive – Trading & Demat Account Opening Employment Type: Full-time Experience: 1-3 years in Financial Sales/Broking/Investment Banking Key Responsibilities: Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts. Digital On boarding: should be able to on board clients digitally. (DMAT- Accounts) Market Research: Stay updated on ...

Relationship Manager (RM) focuses on acquiring new customers (individuals/builders), managing the entire loan cycle, maintaining high customer satisfaction, ensuring compliance, and cross-selling other products, all while meeting sales targets and nurturing builder/DSA networks for a strong, quality loan portfolio. Key duties involve lead generation (market/referrals), needs assessment, product explanation, documentation, process guidance, and post-sales support.      Key Responsibilities Sales & Acquisition: Source ...

Description:   Job Description: Establish and manage corporate and other partnerships Generate medical loans at the channel/partner hospitals and wellness clinics Serve as Arogya Finance ambassador not only to patients but to physicians and staff at partner hospitals Responsible for continuously educating hospitals on the company’s latest offerings Process loan files based on the credit policy Conduct personal ...

Job Responsibilities:  Customer Profiling  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual Fund Industry  Should be well-versed ...

Job Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual ...

Maintaining total sales at or above quota. Identifying new opportunities within the designated territory. Establishing appointments with senior level executives of these organizations. Staying current with industry news and issues to understand the potential impact to your current prospects for fine new opportunities. Coordinating and providing sales demonstrations. Following up to negotiate contract terms and ...

Place phone calls to potential clients from our computerized directory Perform script (with necessary adjustments) to ensure consistency of sales program Answer potential clients’ questions about home improvement projects or goals Generate between 5 and 15 sales leads per day Set appointments with prospective customers based on our associates’ schedules Maintain computer, telephone and other ...

We are looking for competent, self-motivated and dynamic candidates. Job Description Distribution of Mutual Fund Products, Arranging Awareness Seminars, Achieving sales through clientinteraction. Salary As per industry standard. First increment will be applicable upon passing AMFI examination. AMFI certifiedCandidate will be eligible to do marketing activities and the sales will be rewarded by incentives. Students ...