15 BFSI Jobs in Mumbai | BFSI Job openings in Mumbai

Role Overview

We are looking for a Senior BDM – Enterprise Sales with deep experience in BFSI (Banks, NBFCs, HFCs, Fintechs) who has independently driven large-ticket SaaS / technology deals from prospecting to closure.

The role demands ownership of the full sales cycle, strong stakeholder management, and the ability to navigate complex enterprise buying processes involving CXOs, Risk, IT, Compliance, and Procurement teams.

Key Requirements

Proven track record of:

●     Independently closing enterprise BFSI deals

●     Handling long sales cycles (3–9 months)

●     Working with banks, NBFCs, HFCs, or large fintechs

●     Experience selling CRM, Loan Origination Systems (LOS), Loan Management Systems (LMS), Collections & Recovery Platforms, Workflow Automation, Risk Management, Digital Lending, Customer Engagement, Contact Centre, Field Force Automation, or other Enterprise BFSI software solutions.

• Ability to engage with CXOs and senior stakeholders across Business, Operations, IT, Risk, Compliance, Procurement, and Digital Transformation teams.

Skill Set

●     Enterprise solution selling & consultative sales

●     Strong negotiation & commercial acumen

●     Stakeholder & objection management

●     · Strong understanding of BFSI processes including lending, CRM, customer lifecycle management, collections, risk, compliance, digital transformation, and workflow automation.

●     CRM discipline & forecasting accuracy

●     Strong executive communication & presentation skills

Roles and responsibilities

1. Enterprise Deal Ownership & Closures

●     Own end-to-end enterprise sales cycle: discovery → solutioning → demos → commercials → negotiation → closure (will be supported by Business Head).

●     · Independently manage and close enterprise technology deals with an individual deal value of ₹1.5 Cr+ TCV, while driving commercial negotiations and executive stakeholder alignment.

●     Drive deals to final stages including legal, procurement, InfoSec, and commercial negotiations.

2. BFSI Account Penetration

●     Build and manage relationships with CXOs, Heads of Collections, Risk, Operations, IT, Legal & Compliance.

●     Understand BFSI lending, collections, recovery, legal, and compliance workflows.

●     Position value-based selling around ROI, operational efficiency, compliance, and scalability.

3. Pipeline Generation & Forecasting

●     Build and maintain a strong qualified enterprise pipeline (own sourcing + strategic inbound).

●     Maintain accurate sales forecasting, deal stage hygiene, and CRM updates.

●     Consistently deliver quarterly and annual TCV targets.

4. Commercials, Negotiation & Contracting

●     Lead pricing discussions, discounting logic, and value justification.

●     Close deals while protecting margin and long-term account value.

Preferred Industry Background

Candidates from organisations selling Enterprise CRM or BFSI software solutions such as CRM Platforms, LOS, LMS, Collections Platforms, Contact Centre/CCaaS, Workflow Automation, Customer Engagement, Digital Lending Platforms and Enterprise SaaS serving Banks, NBFCs and HFCs.

Position Overview: The ideal candidate will assist in supporting and driving MarTech, CRM, and Loyalty initiatives, with a focus on the BFSI business segment. This role will involve collaborating with cross-functional teams, including Data Analytics, Data Science, Campaign, Digital, and Customer Experience Center, while learning to contribute to the execution of key projects and strategies. Strong teamwork and communication skills are essential for effectively supporting these initiatives and driving results.

Key Responsibilities:

• Oversee the BFSI business segment in developing and executing strategies to drive growth and profitability.
• Manage the MarTech, CRM, and client retention programs to enhance customer lifetime value (CLV).
• Collaborate with cross-functional teams including Campaign, Data Analytics, Data Science, Digital, and Customer Experience, to foster teamwork and innovation.
• Help implement customer lifecycle management (CLM) strategies to optimize the customer journey and improve experience.
• Track and analyze key metrics to assess campaign success and drive continuous improvement.
• Stay current with industry trends in MarTech, CRM, and BFSI to identify growth opportunities.
• Apply knowledge of BFSI, Mutual Funds, Insurance and client servicing to enhance customer engagement.
• Support campaign management activities, ensuring timely execution and optimal results.
• Use basic MS Excel proficiency for analysis and deriving actionable insights from data.

Qualifications:

• Experience in MarTech, CRM, and campaign management in the BFSI sector.
• Knowledge of BFSI, Mutual Funds, Insurance, client servicing, and campaign management strategies.
• Ability to collaborate effectively with cross-functional teams and contribute to shared goals.
• Understanding of customer retention and lifecycle management principles.
• Familiarity with data analytics and using insights to improve marketing and customer experience.
• Strong communication skills and the ability to work well with internal teams and external stakeholders.
• Proactive, results-oriented mindset and ability to thrive in a fast-paced environment.
• Basic proficiency in MS Excel for data analysis.

Job Summary

We are seeking a QA Engineer with strong expertise in manual testing, automation using Selenium (Java), and SQL, with hands-on experience in finance applications such as banking systems, payments, or insurance platforms. The candidate should understand core financial processes and ensure high-quality, compliant software delivery.

 Key Responsibilities

• Analyze financial business requirements and create detailed test scenarios
• Perform manual testing on finance applications (web/mobile)
• Develop and execute automation scripts using Java + Selenium
• Validate backend data using SQL queries (transactions, balances, reports)
• Test critical financial workflows like:
• Account creation & maintenance
• Fund transfers (NEFT, RTGS, IMPS)
• Loan processing
• Insurance policy lifecycle
• Payment gateways & reconciliation
• Perform functional, regression, integration, and UAT testing
• Log and track defects using JIRA
• Ensure compliance with financial regulations and data accuracy
• Collaborate with developers, BAs, and stakeholders

Required Skills

Testing & Automation

• Strong knowledge of Manual Testing concepts (STLC, SDLC)
• Hands-on experience with Java + Selenium WebDriver
• Experience in test case design & execution
• Understanding of regression and data-driven testing

We have opening for Relationship Manager- Broking

Job location: Goa / Dhule / Jalgaon

Exp: 1 to 6 years

Working Days: 6 Days Working (1st, 3rd, 5th Saturday off, 2nd and 4th Working)

Working Timing: 9:30 AM to 6:30 PM

Relationship Manager- Broking

Key Responsibilities

• Build and maintain strong relationships with Authorized Partners (APs).
• Drive business growth and enhance partner revenue.
• Provide training, mentoring, and activation support for business partners.
• Ensure compliance with regulatory and procedural standards.
• Promote stock broking products such as Smallcase, Stock SIP, MTF, Investments & Trading.
• Engage, motivate, and develop business partnerships.
• Deliver service excellence and meet key business KPIs.

Requirements

• Minimum 1 year of experience in broking/financial markets.
• Strong communication & relationship management skills.
• Good knowledge of financial markets & trading.
• Comfortable working in a target-driven environment.

Job Description

Sr Executive – Accounts Receivable

Location: Andheri, Mumbai

Key Responsibilities

Collections Strategy & Management

 Develop and implement strategies to ensure mely collec on against invoices and billing.

 Monitor outstanding receivables, iden fy overdue accounts, and implement follow-up

mechanisms.

Team Leadership and Stakeholder Coordination

 Lead, mentor, and manage the collections team for op mal performance.

 Collaborate with sales, opera ons, and finance teams to resolve disputes and ensure

smooth collec ons.

 Communicate with customers professionally to resolve billing discrepancies and ensure timely payments.

Process & Technology Optimization

 Streamline billing and collection processes for efficiency and accuracy.

 Leverage ERP or other finance systems for tracking invoices, payments, and aging reports.

 Introduce automation and reporting dashboards to improve tracking and decision-making.

Reporting & Analysis

 Prepare regular reports on receivables, collection efficiency, and overdue accounts.

 Provide insights to senior management for cash flow planning and strategic decisions.

 Maintain proper documentation for audits and internal controls.

Key Skills & Competencies

 Strong understanding of accounts receivable, billing, and collec ons processes.

 Good communication on and problem-solving skills for customer interaction on.

 Knowledge of ERP/finance so ware and repor ng tools.

Qualification & Experience

 Graduate / Postgraduate in Finance, Commerce, Bank and Insurance or related field.

 3 – 5 years of experience in accounts receivable/collections, preferably in financial services

or BFSI sector.

 Proven experience leading a collections team and optimizing billing processes.

Role Overview:

As a Senior Full Stack Developer with React, you will be responsible for architecting, developing, and maintaining scalable backend services and user-friendly frontend interfaces. You will collaborate closely with cross-functional teams to deliver high-quality software solutions that meet our business goals and client needs. Your expertise will be vital in guiding the technical direction of our projects and mentoring junior developers.

Job Description

Job Title: Techno - Functional Project Manager

Location: Mumbai

Experience: 5+ Years

Qualification- B.E /B.Tech in Computer Science or M.E/M.Tech in Computer Science

Key Responsibilities:

1. Strong Technical experience in Node/ Nest JS & React native/Java  and oracle/ MY SQL
2. Should have worked in BFSI preferably banking domain
3. Should have handled large or complex projects and should be able to manage multiple project track activities independently
4. Experience in mobile native apps /web development as well as should have strong problem solving skills.
5. Strong analytical capabilities as well should have some experience on measuring performance of application at design stage.
6. Should have hands on experience on mobile apps and web apps development and designing skills.
7. Vendor management and should be capable of designing API specification and application functional flow.
8. Should have hands on experience on SQL/ oracle db queries and db design. Experience on AWS/Azure Cloud would be an added advantage

JOB TITLE/HEADLINE: Fintech Product Manager

EMPLOYMENT TYPE: Full time, permanent.

REPORTING TO: CBO

LOCATION: Mumbai

ABOUT THE ROLE:

• We are looking for a motivated self-starter with having customer-centric approach who thrives on working in a fast-paced, rapidly evolving business and is keen to build differentiated value prop for the customer.
• Who has hands-on experience in developing & managing Credit Card product
• Will end to end manage the product’s core value proposition, including product collaterals, customer communication, etc.?
• Design, develop and launch a new product in the market.
• Will manage end to end customer journeys, processes and customer experience.
• Cross-functional ( Technology, Risk, Compliance, Operations) engagement to drive product development and usage.

WHAT WE EXPECT FROM YOU:

• Manage product segment, drive and track customer value proposition.
• Product Pricing and usage analytics
• Product features, offering, cross-selling, up-selling strategies
• Understanding and bundling 3rd party products and services
• Referral programs, customer engagement and retention
• Product Management, product roll-out and coordination
• Manage all product collaterals & customer engaging properties such as customer statements etc.
• Manage all the processes related to value prop delivery and fulfilment
• Manage customer communication throughout the customer journey and create delighters for the customer through assertive communication
• Create and manage customer communication channels like SMS, Email, Whatsapp, IVR and mobile app notifications.
• Track and identify features utilisation and drive higher feature penetration. Create & manage product utilisation dashboards. Publish reports of product depth & feature penetration to senior stakeholders.
• Engage with a partner to identify opportunities to introduce new features through competition benchmarking
• Have cross-functional engagement with internal & external stakeholders to drive product development and higher product usage.
• Drive internal governance processes for launching any product, method etc.

OUR IDEAL CANDIDATE:

• BE / B.Tech. (Premier/Tier I), MBA (Premier/Tier I) with total work experience of 3+ years preferably in Fintech
• Excellent academic background and records
• Extra-ordinary skills in crisis management, interpersonal communication, collaboration and teamwork.
• Master of multiple tasking. Takes on initiatives and challenges
• In short, we are looking for superstars to join a superstar team!

YOU WILL LOVE WORKING WITH FATAKPAY BECAUSE:

• We value balance. We are committed to providing an environment where you can balance great work with a great life.
• We’ll invest in your career. Our company’s proliferating, and we’ll allow you to do the same. You’ll have access to several professional development opportunities so that you can keep up with the company’s evolving needs.
• We offer competitive compensation packages. We deeply value the talent our team brings to the table and believe that fair and equitable total compensation packages are part of our commitment to everyone who works here.
• Multicultural workplace. A multicultural and diverse team of colleagues from different states.
• An opportunity to wear many hats
• An entrepreneurial crew that supports risk, intuition, and frequent experimentation
• The opportunity to make an impact in a transformative industry
• A chance to build and lead a highly talented and driven team

OTHER PERKS & BENEFITS:

• Progressive and flexible work hours that match your personality and lifestyle.
• Compensation could include stock options for significant upside.
• Health benefits
• Cool gadgets and swags
• Attractive wellness programs
• Competitive performance bonus
• Paid sick leave
• Paid maternity and paternity leave
• Career development training.

ABOUT THE COMPANY:

Fatakpay Digital Private Ltd (Fatakpay) is a digital-only lending platform that provides short-term personal loans (STPL) through QR-based credit lines. It was founded by four IIT- B, Erasmus University alum, and 70+ years of combined experience in Tech and Finance.

The solution provides a 100% digital and paperless quick, transparent and secure way to transact in multilingual format with a ‘scan now, pay later’ facility and easy repayment options.

We're a company that strongly believes in teamwork, design, creativity and tech. We love to build the best possible Financial Tech products that make the world a better place.

We are currently looking for highly skilled and established Key account manager/ Customer Success Specialists, for a deep IP technology platform company.

Responsibilities

Develop new business through existing accounts by understanding the customer's business, identify and explore commercial opportunities with the accounts.

Build an incremental sales pipeline for financial services solutions.

Be a thought leader in the rapidly evolving and disruptive space of BFSI.

Regularly liaising with existing clients to identify new business opportunities.

Prepare plans, encompassing sales and pricing activities, to maximize opportunities and value for both parties.

Remain knowledgeable of market and industry trends, competitors, and leading customer strategies.

Understand and clearly articulate CRMNEXT value proposition.

For this role you must have:

Experience in handling large enterprise accounts in domestic and international geographies

Experience of selling enterprise business applications to large banks

Experience in deepening client engagements and developing uncontested market space.

Critical thinking and strong decision-making abilities

Experience in devising Strategic Plans to expand sales and sales forecasting

Solution oriented and problem-solving skills Experience of proposal preparation, contract discussion and negotiation

You will have a dual role of a technology and business expert and help make decisions that will impact the business.

Excellent verbal and written communication skills

Prior experience of Customer facing role.

Good experience into CRM Sales/ Business development.

Strong expertise and passion for the banking and financial services vertical.

Qualifications

BE/BTech/ MSc IT/ MCA - With 60% throughout the academics.

Position: Full Stack Developer

Job Location: Mumbai

About BharatNXT

BharatNXT helps unlock the power of the under-utilized credit card that resides in your wallet. We provide the wings to your credit card, to become the Super Hero that you need in your time of need or to improve the working cashflows for your business.

- Through BharatNXT, any business can now pay your suppliers, rent, tax and compliance costs while unlocking discounts and the extra credit days that is available through your card.

Job Description

Roles and Responsibilities

• Determining development requirements and developing work schedules for the team.
• Delegating tasks and achieving daily, weekly, and monthly goals.
• Champion the adherence and implementation of best practices, processes, and standards.
• Perform code reviews and mentor the team. Ensure code meets functional, compatibility and security requirements.
• Take on complex development tasks and execute them efficiently and effectively.
• Translate application storyboards and use cases into functional applications. Clearly articulate the solutions and get there in most efficient way 
• Design and develop UI and back-end features for the enterprise platform.
• Help design, build, document and maintain the platform
• Identify risks and areas of improvement and take steps to address the risks and ensure continuous improvement.
• Analysing existing operations and scheduling training sessions and meetings to discuss improvements.
• Keeping up-to-date with industry trends and developments.
• Provide timely updates to relevant stakeholders via reports and meetings.
• Constantly be on the lookout for ways to improve the system, discover issues and deliver better value to the customer

Candidates Profile

• 4-6 years of hands-on experience developing complex enterprise software systems
• Hands-on experience refactoring code, writing modular reusable code and implementing microservices architecture.
• Proficient in system design and architecture best practices.
• Strong organizational and project management skills.
• Experience with Linux based environments
• Bachelor’s degree in computer science, engineering, or a related field.
• Proficiency in Java, Spring boot Framework, HTML, Javascript, CSS, Angular, MySQL,
• Proficiency in GIT, Jenkins, SonarQube, etc
• Familiarity with cloud-based deployment and architecture.
• Excellent technical, diagnostic, and troubleshooting skills.
• Strong leadership and organizational abilities.
• Knowledge and experience adhering to software development life cycle best practices including test-driven development (TDD), unit testing discipline, agile development, and CI/CD strategies. 
• An ability to translate real business problems into technical solutions. 
• Solid understanding of REST APIs
• Domain expertise in BFSI domain (more specifically Supply Chain Financing, dynamic discounting) is a plus
• Passionate about building quality software and scaling technology to meet the needs of tomorrow
• Writing testable software every day, with a focus on incremental innovation
• Keen to learn about new technologies and business innovations across industry 
• Keen to work in a dynamic fast paced startup environment
• Excellent communication skills that would help in sharing ideas with peers and the senior management

Urgently Hiring for Project Manager


Position: Project Manager  

Skill Sets and capabilities:

Should have worked as project manager or project lead at least for 2 yrs.

Total 6yrs+IT experience

Good knowledge of insurance

Excellent knowledge of SDLC

Decent communication skill

Good on project planning, effort estimation and costing

Good in people management (should have handled min 5 people team)

Good in client expectation management

Good in technical and functional troubleshooting

Should have worked on Java, J2EE, MVC, Oracle/MS SQL

Interested candidates who can join on an immediate basis please share their Resume ASAP

Responsibilities :-

- Advocating for good user experience across our platform by representing the users in product strategy and roadmap discussions

- Identifying the best UX methods and tools to use, depending on project constraints

- Prototyping solutions to solve complex problems

- Contributing to our growing design system of patterns in an effort to cultivate a cohesive look, feel, and user experience at all customer touch points

- Sharing and reviewing your designs based on peer feedback, research, and testing

Requirements:

- Bachelor/Masters in Design, HCI, Psychology or any other related field

- 6-7 years of experience in designing desktop and/or mobile applications

- Previous experience owning and executing on UX designs through collaborative decision making with front-end developers, engineers, researchers, content strategists, and other disciplines

- A deep understanding of the end-to-end iterative UX process, including personas, scenarios, wire-framing, content modelling, prototyping, user research, and design systems

- Empathy and advocacy for users, in all areas of work

- Experience using prototyping tools, as well as fundamental knowledge of front-end technologies to understand the constraints of the design

- Extraordinary UI design abilities that can be demonstrated through current projects.

- Figma experience is a must

- Hands-on experience with Sketch, Invision, Photoshop (or equivalent softwares) is an added to bonus

-Experience of working in Fintech is a huge bonus

-Experience of working at any consumer app is an added bonus

CarWale Job Opportunity |Manager (BFSI-Digital Sales) |Enterprise Solutions (Vashi -Navi Mumbai)

Job Title : Manager( BFSI-Digital Sales )

Department - Enterprise Solutions

About CarWale    

CarWale is India’s largest and most preferred auto destination. We have been assisting buyers to make an informed buying decision through our website and mobile app. Over the last 14 years, our only aim has been to make car buying simple for our consumers. Today we serve over 20 million unique visitors every month, and at least one third of the country’s car buyers go through http://Carwale.com">Carwale.com at some point during their pre purchase research.   

Before you sign up with us, we would love to tell you more about the team you are going to be part of and believe, it will help you take the right decision.

About Enterprise Solutions:

Enterprise Solutions is the core solutions team within the company that interfaces with the largest advertising clients and devises customized marketing and technology solutions to suit their needs.

About the Role :

- To own the revenue delivery and long-term client relationship development for key advertisers on CarWale specifically for BFSI sector.

- Ability to develop appropriate media solutions based on the client's brief.

- Excellent communication and presentation skills

- Analytical and creative (business result-oriented kind of creative) bent of mind

- Proven ability to meet and exceed difficult sales targets

- Good knowledge of digital media and the media eco-system (agencies, clients, publishers)

Desired Candidate Profile

A senior technical candidate who has managed  AFS (Anti Fraud Solutions),Risk & Anti money laundering (AML) projects.

Experience: 15+ years of experience in BFSI domain.

Location: Mumbai

Note- Candidate should be from IT product companies only.

Key Skills: Hands on BFSI Domain experience, Strong leadership Qualities, Excellent communication and presentation skills

Roles & Responsibilities:

• Understand and maintain awareness of Global Regulatory guide lines, Risk management, and industry leading practices and use cases for AML, Anti-Fraud and Tax Reg.
• Responsible for AML and AFS product development & support and activities including roadmap planning and strategic direction.
• Enhancing our value proposition in the product demos and presentations to the clients.
• Proactively managing all aspects of the product life cycle including strategic planning, budget planning, product development, and marketing and communication strategy.
• Constantly enrich the software functionality and enhance its competitiveness working closely with Product Delivery Team.
• Should be able to speak in events on RegTech.