11 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 ...

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 ...

A Sales Executive for traders (specifically within finance/financial markets) acts as the intermediary between the trading floor and institutional clients. They drive revenue by sourcing new clients, pitching investment opportunities, and providing market insights for products like bonds, FX, and equities. This role involves building relationships, negotiating, and executing trades.    Key Responsibilities Client ...

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 ...

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 ...

Designation – Loan Specialist Location - Ahmedabad   Industry - (Banking/NBFC/Fintech). Work Location - Ahmedabad (Makarba) Designation - Executive – Loan Specialist   Job Description Develop and oversee loan disbursements, documents and reports along with obtain credit and financial information as required. Prepare closing, develop closure instructions, supervise contingencies and verify lock information. Collect credit and varied documents from customers as ...

  Key Result Areas  Supporting Actions   To achieve targeted Portfolio, NIM  & fee income To achieve periodic loan book, NIM targets in SME LAP core products   To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them To undertake new client acquisition, retention & growth  for larger customer base To identify potential ...

  Key Result Areas  Supporting Actions   To achieve targeted Portfolio, NIM  & fee income To achieve periodic loan book, NIM targets in SME LAP core products   To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them To undertake new client acquisition, retention & growth  for larger customer base To identify potential ...

  Industry: (Banking, NBFC, Fintech). Work Location: Ahmedabad (Makarba) Description:     Ensuring daily, monthly and quarterly targets are met. Ensuring that the sourcing partners also meet the set targets by extending the support required.  Improving month-on-month conversion numbers to reach the level of competition.  Collaborating with internal tech team and partners to resolve tech issues so that ...