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Financial services Jobs in Bangalore (Bengaluru)

10+ Financial services Jobs in Bangalore (Bengaluru) | Financial services Job openings in Bangalore (Bengaluru)

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SimpliFin
Bengaluru (Bangalore)
6 - 14 yrs
₹20L - ₹50L / yr
SaaS
Engineering Management
Artificial Intelligence (AI)
Data engineering
Financial services

We are looking for a passionate technologist with experience in building SaaS tech experience and products for a once-in-a-lifetime opportunity to lead Engineering for an AI powered Financial Operations platform to seamlessly monitor, optimize, reconcile and forecast cashflow with ease.


Background


An incredible rare opportunity for a VP Engineering to join a top tier incubated VC SaaS startup and outstanding management team. Product is currently in the build stage with a solid design partners pipeline of ~$250K and soon raising a pre-seed/seed round with marquee investors.


Responsibilities


  • Develop and implement the company's technical strategy and roadmap, ensuring that it aligns with the overall business objectives and is scalable, reliable, and secure.


  • Manage and optimize the company's technical resources, including staffing, software, hardware, and infrastructure, to ensure that they are being used effectively and efficiently.


  • Work with the founding team and other executives to identify opportunities for innovation and new technology solutions, and evaluate the feasibility and impact of these solutions on the business.


  • Lead the engineering function in developing and deploying high-quality software products and solutions, ensuring that they meet or exceed customer requirements and industry standards.


  • Analyze and evaluate technical data and metrics, identifying areas for improvement and implementing changes to drive efficiency and effectiveness.


  • Ensure that the company is in compliance with all legal and regulatory requirements, including data privacy and security regulations.


Eligibility criteria:


  • 6+ years of experience in developing scalable SaaS products.


  • Strong technical background with 6+ years of experience with a strong focus on SaaS, AI, and finance software.


  • Prior experience in leadership roles.


  • Entrepreneurial mindset, with a strong desire to innovate and grow a startup from the ground up.


Perks:


  • Vested Equity.


  • Ownership in the company.


  • Build alongside passionate and smart individuals.


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Fisdom

at Fisdom

4 recruiters
Agency job
via Talengage by Himani Walia
Delhi, Mumbai, Bengaluru (Bangalore), Kolkata, Pune
3 - 12 yrs
₹15L - ₹15L / yr
Wealth management
Financial services

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The WH/TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P&L of his team.

 Wealth Management, Financial Services, Broking

 Responsible for development and management of respective zone teams, comprising Team Leaders, RMS

 

Responsibilities:

 Handling a team of Wealth Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

 Maintaining profitability targets by ensuring good IRR and cross sell

 Identifying streams for revenue growth & developing business plans to build consumer preference

 Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

 Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI

 Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

 Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

 Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team

 To ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

 To ensure achievement of business and revenue targets attributed for the company.

 Conduct performance reviews for effective monitoring and measuring of results.

Qualifications: Graduate/ MBA/PGDM in Finance

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Discoveries quintessential
Bengaluru (Bangalore), Mangalore, Nashik, Nagpur, Jalgaon, Chennai
1 - 6 yrs
₹2.5L - ₹3L / yr
MS-Office
MS-Excel
MS-PowerPoint
MS-Word
Sales
+3 more
Generate loan leads from the partnered institutions, open market and through
different channels on the field
● Develop and maintain relationships with partnered institutions and repeat business
and referral/s
● Arrange and plan events to generate leads, handle product queries and
service issues in the partnered institutions
● Meet clients, verify documents, process files, coordinate for sanction /
disbursement of loans, personalized service to clients
● Ensure the achievement of a given business target in your territory
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Discoveries quintessential
Chennai, Pune, Nagpur, Mumbai, Hyderabad, Bengaluru (Bangalore)
1 - 6 yrs
₹3L - ₹3.6L / yr
MS-Office
MS-Excel
MS-PowerPoint
MS-Word
Field Sales
+2 more

● Generate loan leads from the partnered institutions, open market and through different channels on the field.
● Develop and maintain relationships with partnered institutions and repeat business
and referral/s.
● Arrange and plan events to generate leads, and handle product queries and
service issues in the partnered institutions.
● Meet clients, verify documents, process files, coordinate for sanction /
disbursement of loans, personalized service to clients.
● Ensure the achievement of a given business target in your territory.

 

 

Experience: 1year+ in Banking sales such as personal loans, and home loans.



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Borderless Softech Pvt Ltd
Madri Prasad
Posted by Madri Prasad
Bengaluru (Bangalore)
3 - 7 yrs
₹6L - ₹12L / yr
Technical support
Financial services
skill iconAmazon Web Services (AWS)
Web applications

Location: Bengaluru

Experience: 3+ Years

We are looking for a highly motivated Support Engineer to be part of Borderless Softtech Pvt Ltd Support team. In addition to strong technical competency, the position requires the ability to effectively work with different teams.

The Support Engineer will be responsible for production support of the Stockal applications on the cloud. The role involves continuous collaboration with business, development teams & partners. Our ever-evolving technology stack ensures a phenomenal learning culture in the team.

Responsibilities:

  • Handling On-call production support, Change and Incident Management for critical systems.
  • Setting up alerting and monitoring, troubleshooting application issues in AWS cloud.
  • Prepare, evaluate and maintain tools supporting and process automation for software product release.
  • Perform with project teams to identify apt build schedule and initiate packaging and build process.
  • Drive projects that improve support-related processes and technical support experience.
  • Manage build automation and integration tools (Jenkins, Maven) and processes.
  • Create scripts to automate build processes to improve organizational performance.
  • Demonstrate technical, analytical and problem-solving skills.
  • Providing support in the form of procedural documentation.
  • Drive development team towards best-in-class, continuous integration/delivery tools and procedures.
Implement and maintain tools to further automate build, release packaging, deployment and configuration management processes.
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TrustCheckr

at TrustCheckr

4 recruiters
Adhip Ramesh
Posted by Adhip Ramesh
Bengaluru (Bangalore)
2 - 5 yrs
₹12L - ₹15L / yr
Product Management
SaaS
Financial services
Fraud
Fraud management

Objectives of this Role

  • Drive the product and business-planning process across cross-functional teams of the company
  • Analyze consumer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective
  • Assess current competitor offerings, seeking opportunities for differentiation
  • Analyze product requirements and develop appropriate programs to ensure they’re successful achieved
  • Develop, implement, and maintain production timelines across multiple departments
  • Appraise new product ideas and strategize appropriate to-market plans

 

Daily and Monthly Responsibilities

  • Drive the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch
  • Translate product strategy into detailed requirements for prototype construction and final product development by engineering teams
  • Create product strategy documents that describe business cases, high-level use cases, technical requirements, revenue, and ROI
  • Analyze market data to develop sales strategies, and define product objectives for effective marketing communications plans
  • Collaborate closely with engineering, production, marketing, and sales teams on the development, QA, and release of products and balance of resources to ensure success for the entire organization
  • Develop product positioning and messaging that differentiates TrustCheckr and its features across primary market segments

 

Skills and Qualifications

  • Bachelor’s degree in product design or engineering or MBA
  • Strong experience in a SaaS/Identity Space/Fintech is a plus
  • 1 to 2 years of experience
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Mindshire Consulting
Bengaluru (Bangalore)
3 - 10 yrs
₹4L - ₹9L / yr
IT Recruitment
Technical Recruitment
Tech Recruitment
Technical Recruiter
Tech Recruiter
+10 more
About Mindshire:
Mindshire Consulting, a high-tech headhunting and recruitment studio having clientele with major trading, investment and transactional firms, is looking for enthusiastic IT / Sr. IT Recruiters at all verticals for it's Bengaluru office.

We serve our stakeholders by incorporating a wide range of factors into our process including growth strategies, costs, market intelligence and get them the "perfect-fit" as per their requirements. We have networked with financial services and fintech companies, including some of the Fortune 500 companies, and now we are looking forward to expanding our Indian operations by hiring a great team for us. As an IT /Sr. IT Recruiter, following will be our expectations and desirability for the offered role -
 
What You'll do
  • Develop, drive and execute comprehensive search strategies designed to recruit mid to senior and niche candidates. (i.e. competitive research, networking, direct sourcing, etc.)
  • Identify and engage with both passive and active talent through the use of Boolean, LinkedIn, social media, and creative search techniques
  • Manage candidate pipelines and campaigns
  • Work across varying technical skill sets for multiple requisitions and prioritize workload based on business needs
  • Maintain pipeline funnel metrics and performance indicators
 
What You'll need
  • Relevant experience of minimum 2 years in Technical / IT Recruitment 
  • Sourcing for product based firms / tech start-ups is a plus
  • Can-do attitude to achieve your individual and organizational goals
  • Enthusiasm to approach new people and educate them about the opportunities with us.
  • Ability to work in a fast-paced, dynamic, work environment with razor-sharp focus on meeting and exceeding hiring goals, and operating with minimal day-to-day supervision.
  • Excellent oral and written communication skills
Job Location: Sanjaynagar, next to Sanjaynagar Police Station. Bangalore. 

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Accounting Firm
Bengaluru (Bangalore)
5 - 8 yrs
₹25L - ₹32L / yr
Accounting
Taxation
Financial services
CEO
Founder
We are looking for an experienced Chief Executive Officer or CEO to supervise and control all
strategic and business aspects of the company. You will be the first in command in the company and
responsible for giving the proper strategic direction as well as creating a vision for success. To thrive
as a CEO you must be a prudent manager, inspiring leader, has a business mindset and to be able to
see the “big picture” in a variety of settings. You will take actions to enhance the company’s cash
flow while keeping the human factor in perspective. The goal is to drive the company’s development
and guide it towards long-term success.
Responsibilities
· Develop high quality business strategies and plans ensuring their alignment with short-term and
long-term objectives
· Lead and motivate subordinates to advance employee engagement develop a high performing
managerial team
· Oversee all operations and business activities to ensure they produce the desired results and are
consistent with the overall strategy and mission
· Make high-quality investing decisions to advance the business and increase profits
· Enforce adherence to legal guidelines and in-house policies to maintain the company’s legality and
business ethics
· Review financial and non-financial reports to devise solutions or improvements
· Build trust relations with key partners and stakeholders and act as a point of contact for important
shareholders
· Analyze problematic situations and occurrences and provide solutions to ensure company survival
and growth
· Maintain a deep knowledge of the markets and industry of the company
Requirements
· Proven experience as CEO or in other managerial position
· Experience in developing profitable strategies and implementing vision
· Strong understanding of corporate finance and performance management principles
· Familiarity with diverse business functions such as marketing, PR, finance etc.
· In-depth knowledge of corporate governance and general management best practices
· An entrepreneurial mindset with outstanding organizational and leadership skills
· Analytical abilities and problem-solving skills
· Excellent communication and public speaking skills
· MBA/B.Tech from Tier-1 colleges with a knack of financial knowledge are preferred
Read more
Torre Capital

at Torre Capital

4 recruiters
Torre capital
Posted by Torre capital
Remote, Mumbai, Navi Mumbai, Pune, Bengaluru (Bangalore), Kochi (Cochin), Hyderabad, Visakhapatnam, Kolkata, NCR (Delhi | Gurgaon | Noida), Chennai, Surat, Rajkot, Ahmedabad, Chandigarh, Jaipur
2 - 7 yrs
Best in industry
Financial services
Financial services sales
Wealth Manager
Sales
Private equity
+4 more

About the Company:
Torre Capital (https://www.torre.capital/) is a VC funded Singapore based Financial Technology company and a Registered Fund Manager in Singapore. We are creating a fully digital Wealth-Tech to connect family offices and HNI investors with global opportunities, including alternative assets like Private Equity, Venture Capital, Real Estate Funds, and Hedge Funds. We also offer our investors the ability to invest in high-quality global growth startups, private debt opportunities, and other liquid opportunities (Equity baskets, structured products, etc.). Our team comprises of ex-Mckinsey consultants, Asset management veterans, and Digital experts. We are backed by prestigious VC firms and a network of angels and industry leaders.

Role:

Digital Sales Manager with experience in Financial Services Sales in that particular city. Role reports to Sr. Wealth Manager / Sr. Digital Wealth Manager. 

 

Experience:

Candidates  with experience Fintech Space / B2B sales-digital sales in large Tech Startups and with existing network of HNIs 

Location:

Mumbai / Ahmedabad/ Bangalore/ Kolkata / Chennai/ Hyderabad / Pune / Jaipur / Surat / Rajkot/ Gurgaon / Noida / Chandigarh / Kochi (Cochin) / Vizag


Role Description:

  • You work with the City’s biggest family offices and HNIs to onboard and activate them as our investors.
  • Leading our outreach initiative, developing relations with new partners and building firm commitments for collaboration
  • Negotiating attractive partnership deals and ensuring mutually beneficial partnership terms that are in line with business objectives and strategy.
  • Maintaining and deepening relationships with existing partners.
  • Conceptualizing and leading initiatives that give way to potential new revenue channels.
  • Developing metrics to measure ROI from the synergies forged.
  • Liaising with cross functional teams to create successful outcomes for both the business and its partners.

 

Qualifications:

  • You have a Masters in Business Administration or related discipline from a top tier college or university
  • You have at least 2- 5 years experience within a strategic engagements, partnerships & alliances, B2B account management or similar roles.
  • You are aware of & are intersted  in the FinTech ecosystem.
  • You possess excellent interpersonal as well as written and verbal communication skills.
  • You have a proven track record of meeting/exceeding your targets in your previous roles.
  • You have a strong experience within consultative sales and possess the ability to prospect and manage senior level relationships.

 

What We Offer:
To start with, what we give is a market sustenance compensation and no benefits. If you continue post the first 6 months, we offer a market comp AND performance linked bonus. We firmly believe in the partnership model and any success will be equitably shared. What is on the plate is an entrepreneurial opportunity to build a fintech from scratch, an independent environment where everyone is a co-owner, and a strong team of equally talented individuals. Folks looking for a large paycheck on Day 1 kindly excuse.

 

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Disruptive Fintech Startup
Agency job
via Unnati by Sarika Tamhane
Bengaluru (Bangalore)
3 - 7 yrs
₹8L - ₹12L / yr
Operations
Client Management
Investment banking
Financial services
Reconciliation
+2 more
If you are interested in joining a purpose-driven community that is dedicated to creating ambitious and inclusive workplaces, then be a part of a high growth startup with a world-class team, building a revolutionary product!
 
Our client is a vertical fintech play focused on solving industry-specific financing gaps in the food sector through the application of data. The platform provides skin-in-the-game growth capital to much-loved F&B brands. Founded in 2019, they’re VC funded and based out of Singapore and India-Bangalore.
 
Founders are the alumnus of IIT-D, IIM-B and Wharton. They’ve 12+ years of experience as Venture capital and corporate entrepreneurship at DFJ, Vertex, InMobi and VP at Snyder UAE, investment banking at Unitus Capital - leading the financial services practice, and institutional equities at Kotak. They’ve a team of high-quality professionals coming together for this mission to disrupt the convention.
 
As Manager Operations, you will be responsible transaction operations management

What you will do:

  • Processing and reviewing investor capital transaction requests and ensuring that these comply with the relevant legislation, agreements, and policies
  • Ensuring transactions are processed observing the guidelines outlined in the agreements, with attention to proper procedures and deadlines
  • Upholding our KYC & Compliance framework in place working closely with the Risk & Data team to ensure monitoring & portfolio performance.
  • Processing wire payments and account transfer transactions through multiple banking platforms to settle payouts
  • Daily reconciliations of our accounts
  • Updating investor wire details, upon request, to ensure flow to available automated payment systems
  • Reporting and Client Management
  • Ensuring client and investor-related queries are handled
  • Preparing and releasing monthly reporting.
  • Preparing periodic fund activity reports for submission to relevant clients or their regulatory bodies.
  • Coordinating client-specific needs between teams within the department and within the company
  • Participating in project-based work
  • Overseeing client deliverables and escalations, when needed

 


Candidate Profile:

What you need to have:

 
  • Experienced Investment / Lending Operations in the investment/hedge fund industry are favorable. 
  • Experience in completing & closing transactions.
  • Experienced in serving demanding clients within an evolving industry, focused on adherence to global financial regulations and compliance procedures would be considered an asset.
  • Willingness to work the hours necessary to meet client deliverables    

 

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