5+ Financial services Jobs in Delhi, NCR and Gurgaon | Financial services Job openings in Delhi, NCR and Gurgaon

About Us

ALT Mobility: We are a full-stack EV leasing platform offering mobility as a service (MaaS) for commercial vehicle users. We simplify financing and provide reliable technology that supports the transition of intra-city logistics to electric mobility, reducing carbon footprint and improving profitability.

Who are we looking for:

As an Accounts Manager at Alt Mobility, you will play a pivotal role in managing financial transactions, maintaining accurate records, and supporting the finance and accounting functions.  We are a sustainable electric mobility Leasing Company and are looking for like-minded individuals who have prior experience in financing/lending businesses.

Location: Delhi NCR (In-Office Role)

Primary responsibilities:

• Collaborate with cross-functional teams to ensure accurate recording of financial transactions related to sales, expenses, and assets.
• Preparing quarterly financial statements for reporting to multiple stakeholders such as Investors, Lenders etc.
• Support the month-end, quarter-end and year-end closing processes and coordinate with Statutory Auditors.
• Assist in the preparation, review and finalisation of monthly budgets, cash flow forecasts and variation analysis.
• Assist in the implementation and improvement of financial processes and controls.
• Stay updated on industry trends, regulations, and best practices in accounting and finance.
• Participate in team meetings and contribute to discussions on financial strategies and business growth.

Qualifications:

• CA with minimum experience of 3 years (post qualification) or 12 years experience having a Master's or Bachelor’s degree in Accounting, Finance, or a related field.
• Proven experience as an Accounts Manager or similar role, preferably in a Non-Banking Finance Company (NBFC) directly or while working at a reputed CA Firm.
• Hands-on experience or ability to work on Zoho Software (accounting software).

Fill this Google Form: https://forms.gle/krDrTxVRVpYi56TV9

to directly connect with the hiring team

Join us in our mission to transform the future of sustainable mobility. As part of Alt Mobility, you will play a pivotal role in shaping the landscape of electric vehicles and making a positive impact on the world.

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

Experience : 3-7 yrs

Location: Noida/Mumbai

The Supplier Relationship Manager (SRM) is a B2B inside sales focused on acquiring new business by winning new participants in our early pay markets and managing and those relationships for long term repeat business. Our clients are large companies across the globe and the goals of SRM are to:

(1) Encourage their supply chains to participate in the C2FO marketplace for early payment and

(2) Foster long-term utilization of our working capital platform.

Prior experience in financial sales is desirable, but ultimately, we are looking for candidates with a high degree of general sales acumen. The SRM primarily uses multi-media channels (outbound & inbound calls, email, digital presentations, WhatsApp, etc.) to acquire new market participants and grow supplier relationships. All accounts are provided to SRM, generally with warm leads. Although there is no expectation of cold calling, SRM will often need to prospect to identify key financial decision-makers. Sales efforts are consultative; helping suppliers to identify the best working capital solution possible is paramount. High performance is acknowledged and rewarded with attractive incentives.

Good communication skills and persuasion skills is a must-have. Fluency in English and Hindi to deal with India clientele is required.

Duties and Responsibilities :

• Acquire new market participants and retain existing participants.

• Increase frequency & quality of market participation.

• Manage, cultivate, and grow a book of business consistent with buyer objectives.

Desired Skills and Experience :

• Fluent in English and Hindi

• B2B sales experience

• Highly motivated with excellent work ethic

• Ability to work efficiently in a fast-paced environment

• Capacity to adapt quickly within a dynamic sales program

• Strong selling, negotiating and consulting skills

• Effective interpersonal and analytical abilities

• Proficiency in MS Word, Excel and Outlook

Preferred skills, knowledge & ability requirements :

• Strong financial acumen

• Inside B2B sales experience

• Experience with SalesForce.com

• Good in mathematical skills

Qualification and Experience :

• Post-Graduation in Finance, Sales and Marketing (preferred but not mandatory)

• Min 2-6 years of experience in sale of financial products

About Us :

C2FO is working to deliver a future where every company in the world has the capital it needs to grow. Our technology provides an easy, low-cost way for businesses of all sizes to increase cash flow by receiving early invoice payments. Since 2008, C2FO’s online marketplace and innovative financial products have accelerated payments by more than one billion days for companies in over 180 countries.

Named one of Forbes’ “Fintech 50,” C2FO provides more than $1 billion in working capital each week for hundreds of thousands of businesses. C2FO has more than 500 employees worldwide, with headquarters in Kansas City and locations throughout Europe, Asia Pacific and Australia. For more information, visit http://www.C2FO.com" target="_blank">www.C2FO.com.

Commitment to Diversity and Inclusion:

As an Equal Opportunity Employer, we not only value diversity and equality, we cultivate teams that feel empowered to bring their authentic selves to work every day. We strive to create a workplace that reflects the communities we serve and our global, multicultural clients. We recognize the power of inclusion, emphasizing that each team member was chosen for their unique ability to contribute to the overall success of our mission.

We do not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business needs.

• Field manage audit engagements, including management of client relationships;
• Plan and deliver a range of audit and assurance services;
• Supervise teams to successfully execute engagements and mentor more junior members of staff;
• Working effectively in diverse teams within an inclusive team culture where people are recognised for their contribution
• Help to drive our continuous improvement in audit methodology and develop new ways of working through innovation and transformation; and
• Participate in practice management activities, including facilitation of internal training courses and staff development.

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.