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4+ BFSI Jobs in Pune | BFSI Job openings in Pune

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Mansi Gupta
Posted by Mansi Gupta
Pune
1 - 5 yrs
₹15L - ₹20L / yr
BFSI
Presales
Business Development
Lead Generation

Position: Presales Consultant

Experience: 1-5 Years (Banking, Finance, Real Estate, or Insurance)


Location: Sr. No 51/2A, Navle Icon 03rd floor Office No. 301, Opp Navle Bridge, Mumbai, Bangalore Highway, Narhe, Pune, Maharashtra 411041

Salary: 15K to 40K


Interview Mode: Face to Face

Candidates should be Pune Location only


Overview


We’re seeking a proactive Presales Consultant to generate leads, engage clients, and create opportunities for our sales team. This role involves securing positive client responses and setting up second meetings with senior team members.


Key Responsibilities


· Lead Generation: Identify potential clients through calls, emails, and digital platforms.

· Client Engagement: Build interest by effectively presenting our offerings.

· Appointment Setting: Schedule follow-up meetings for senior team members.

· Collaboration: Coordinate with sales and management teams for smooth transitions.

· Reporting: Track lead interactions and report progress.


Qualifications


· 1-2 years in Banking, Finance, Real Estate, or Insurance

· Strong communication and basic sales skills

· Proactive and self-motivated with CRM proficiency

Read more
Pune, Gurugram, Bengaluru (Bangalore), Ahmedabad
3 - 8 yrs
₹5L - ₹15L / yr
Sales
Business Development
Investment banking
SaaS
B2B Marketing
+3 more

We are Looking for a Sales lead who will be closely working with the Founding team. Role will include mapping and planning the revenue and P&L; goals for the business unit and responsible for driving revenue and growth for the company's primary product line. Who has worked in B2B sales profiles for banks and financial institutions or experience of sales in Fintech Companies.

Requirements:


• Institutional Banking, Digital Solutions and TASC Accounts 

• Preferably managed digital Banking and CRM applications for Banks.

• Handling and canvasing of Government accounts, School accounts and TASC (Trust, Association, Society and Club) accounts. 

• Implementation of Digital products like IPG, VAN, UPI POS, POS, Corporate Banking in various institutions and corporate accounts.

 

Responsibilities:

· Assist with drafting business plans, sales pitches, presentations, reference material, and other documents as required.

· Ability to manage multiple projects concurrently and meet deadline

· Identify new business opportunities and partners

· Demonstrate strong interpersonal skills with the ability to engage effectively with various levels of management, staff, and clients

· Deepening existing partnerships for higher volume / market share

· Achieve assigned Monthly, Quarterly and Annual Targets

 

Qualifications and Education Requirements

· MBA in Sales & Marketing (preferable)

· 8-10 years of product / service selling experience to banks & finical services companies

Experience working with partners & generating business opportunities 

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HDFC life insurance

HDFC life insurance

Agency job
via I Learn Future by Shreeja MS
Pune
2 - 4 yrs
₹3.5L - ₹4.5L / yr
BFSI
Field Sales
FMCG
Telecom
Life insurance
This is a field job like any other sales job, which requires you to travel for your assigned
geography, ABPs (Agents), LAs and customer’s location (as and when required).
You will be evaluated on your ability to build a strong distribution and sustainable network to meet
your business targets (No. of active, successful ABPs (Agents) and LAs, distribution build up and
overall premium targets).
As a team manager, you will accompany the team of ABPs on pre and post sales such as claim
settlement.
HDFC Life believes in technology driven sales and you will learn new technology/Mobility
enhancements, to comply with the Sales Management Process.
As a business development professional you will be uphold organizational values in every action
and ensure business ethics and integrity. You are expected to be compliant to regulatory and
statutory regulations
Read more
EarlySalarycom

at EarlySalarycom

1 video
1 recruiter
Vipul Tiwari
Posted by Vipul Tiwari
Pune
5 - 7 yrs
₹7L - ₹13L / yr
Process improvement
Policy analysis
Advanced analytics
Implementation
Communication Skills
+2 more
About EarlySalary:
EarlySalary is an instant line of credit to young working Indians. EarlySalary is a pioneer in introducing
instant loans & salary advances and has disbursed over Rs.5,000Cr worth of loans on its platform and
currently disbursed nearly 100,000 loans a month and is considered one of the largest Digital
Consumer FinTech Lender in the country. EarlySalary is a series C funded start-up and has raised
multiple rounds of investment from global investors including Eight Roads (Fidelity) Ventures &
Chiratae (IDG) Ventures and is considered one of the fastest-growing FinTech start-ups in India. With
a clear focus to disrupt the finance and banking domain, EarlySalary has built a strong team focused
on build Technology, mobile platform, Risk & AI/ML models to better decisioning and real-time
lending. As a full-stack lender we manage both sides of the business building better technology and
products for powering our lending platform and build ML models for better risk mitigation and giving
real-time decisions to our customers.
Our ML & Risk Analytics Stack & Practice is focused on building a better Risk Score Card & building a
high amount of automation. EarlySalary is considered one of the fastest & most automated lenders
in the Industry

Job Title : Collections Strategy Manager

Experience : 5 - 7 years
Job location : Pune

Core Responsibilities :

• Strong in process development and policy development.
• To simplify and define processes and think over traditional collections practises to evaluate
the right strategy to collect from each account.
• Plugging gaps in the collection process to mitigate loss.
• To manage and understand collection system and optimise the productivity.
• Track payment pattern of customers, do behavioural segmentation, compare past
repayment and identify push strategies to enhance customer experience and optimise
productivity.
• Bring in new age technology , advanced analytics and best practises and keep changing the
way successful collections shops operate.
• To automate and create process that is also cost effective.
• To make use of new digital channels to engage with customer and create a more engaging
experience and scale up connectivity.
• Work closely with collection team on strategy implementation and execution.
Preference and Experience :

• System development & policy development experience from collections background from NBFC or Banking

Academic qualifications :

• Graduate /MBA preferred
Read more
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