9+ Financial services Jobs in Pune | Financial services Job openings in Pune

Responsibilities:

● Make outbound calls to potential customers and explain the benefits of Mag Finserv's

gold loan products.

● Qualify leads and ensure that they meet the eligibility criteria for a gold loan.

● Build and maintain a positive relationship with customers and provide excellent

customer service.

● Achieve monthly sales targets and contribute to the growth of the company.

● Follow up with customers to ensure timely repayment of the loan.

STATE IN CHARGE

Education

Any Bachelor Degree

Job Description

Establishing good relationships with Bank's LHO, RBO, DSH & Link Branches.

- Appointment of Kiosk operators in allocated URBAN locations.

- Responsible for ensuring completion & submission of documents at the Bank's office for opening CSPs.

- Ensuring proper selection of CSP location & Kiosk Operator with vision of business sustainability.

- Working towards increasing business performance of CSP's

- Controlling & monitoring of CSP's to avoid Frauds.

- Manages all state level activities and coordination .

- Representation at regional level offices as well as district level offices.

- Any other work; as and when required pertaining Financial Inclusion business

Requirement of Candidate:

1. Graduate

2. Min Exp. of 5 years

3. financial inclusion (BFSI) sector

4. Should have handled a team .

5. Computer Skills - Mails, MS Excel, MS Word.

6. Good Communication skills (English and local Language) - Written & Oral

Provide guidance, mentorship and effective knowledge management within the team to ensure profitability

#business

- Identify, assess and manage risks arising out of operational plan, design or delivery

- Manage multiple stakeholders and work closely with them.

- Ensure a balance with sometimes, competing needs and priorities

- Develop guidelines for effective reflection, learning, and change

- Work on the results from learning and reflection exercise to create best practices and introduce process improvements

Employment terms: Full time

Preferred Date of joining: Latest possible

Travel expenses & Mobile reimbursement: As per the team budget and requirement of the role.

Immediate Opening || Switch / Online Testing || Pune / Chennai

Greeting from Verinite Technologies Pvt LTD.

G'day to you, we trust you are well.

We have an Opening for Switch/ Online Testing @ Pune/ Chennai

Looking for candidates who can join us in short notice * Joining bonus available.

WHO IS Verinite?

Verinite is a Consulting, IT services & Information Security Company catering to the clients in banking domain. The core domain expertise is concentrated towards cards, payments, core banking and lending solutions. Verinite provides complete range of Consulting and IT services by leveraging the domain, application and technology expertise.

For more details visit http://www.verinite.com/

Essential Skills for a Job Role:

• Looking for a candidate with having experience as in Switch (Online Testing).
• Candidate should have good knowledge in Acquiring and Issuing concepts of credit cards.
• Candidate should have strong knowledge in Authorizations, ISO messages and its data elements.
• Candidate should be good in transaction processing, merchant settlements. Scheme and Interchange fees.
• Candidate should have basic understanding of Merchant on boarding, ATM and POS device testing.
• Candidate should have worked in Online and Offline scheme certification testing with Visa and MasterCard.
• Should have basic knowledge of CMS (Host systems). How transactions are processed in CMS.
• Should have knowledge about Simulator configuration, setup and connection with Host system.
• Should have good communication skills and coordination with client.
• Good to have experience in Smart Vista,Postilion.

We do have various opening in cards and payment domain (Fintech), you can refer your colleagues, relatives as well.

Open Positions: https://verinite.com/current-openings/

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

Responsibilities:

• Maintain accounting records (monthly, quarterly, yearly) of the company, update financial statements, and ensure compliance with laws and regulations.
• Prepare budgets, monitor adherence to budgetary figures for all activities/projects of the company, and submit reports to the management giving pertinent financial information.
• Assist in financial forecasting to support managerial decision-making, analyze discrepancies, if any, and monitor cash and fund flows.
• Ensure tax payments are processed on time, liaise with the government department/s as required to complete tasks, and submit challans, returns, etc. within stipulated deadlines.
• Manage tasks related to internal audits and provide all accounting and financial information in a structured manner according to local/state/central laws.
• Handle all petty cash, bank accounts, company’s credit/debit cards and transactions via other financial instruments, and periodically process receipts, invoices, and payments.

• Excellent knowledge of bookkeeping, taxation, audit, professional tax, and accounting standards (IAS).
• Conversant with GST payments and return filing.
• Tally ERP, MS Excel

● 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.

• Client acquisition & servicing.
• Understanding of currency / equity / banking markets
• Sales & marketing of financial products / services
• Experience with selling of financial products / services will be preferred.

Job Role :

• Creating data base of potential clients
• Fixing meetings with prospective clients through cold calling or references
• Holding meetings with prospective clients and informing them about products / services offered.
• Responsible for overall Marketing and achieving annual budgets. 
• Analyzing financials of prospective clients to gauge best alternatives and cost reduction

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.

Relevant leadership experience of approx. 20+ years for similar scale, diversity and complexity

You will stand out if you have the following (Good to have):

Experience in working with Senior Management/Executive Leadership