4 Financial Sales jobs in India
Head of Enterprise Sales - Financial Services
Posted 8 days ago
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Job Description
Responsibilities:
- Develop and execute a comprehensive enterprise sales strategy for the financial services industry, aligning with company objectives.
- Lead, mentor, and manage a team of enterprise account executives to achieve and exceed ambitious sales targets.
- Identify and cultivate new business opportunities within Tier 1 banks, insurance companies, and investment firms.
- Build and maintain strong, long-term relationships with key decision-makers and stakeholders at target accounts.
- Oversee the entire sales cycle, from lead generation and pipeline management to negotiation and closing complex deals.
- Collaborate closely with product management, marketing, and customer success teams to ensure a cohesive go-to-market strategy.
- Analyze market trends, competitive landscape, and customer needs to refine sales approaches.
- Represent the company at industry conferences and events, establishing thought leadership.
- Develop and deliver compelling sales presentations and proposals tailored to the unique needs of financial institutions.
- Drive adoption of sales best practices and ensure accurate forecasting and reporting via CRM.
- Bachelor's degree in Business, Finance, or a related field; an MBA is a significant advantage.
- 10+ years of progressive sales experience in enterprise software/technology sales, with at least 5 years in a sales leadership role.
- Demonstrated success selling complex solutions into the financial services industry (banking, insurance, capital markets).
- Proven ability to build and lead high-performing sales teams and exceed revenue targets.
- Exceptional understanding of financial services industry challenges and regulatory landscape.
- Outstanding negotiation, communication, presentation, and interpersonal skills.
- Experience with consultative selling methodologies and CRM systems (e.g., Salesforce).
- Ability to think strategically, develop innovative sales approaches, and adapt to market changes.
- Self-motivated, results-driven, and adept at managing a remote team effectively.
- Willingness to travel occasionally for client meetings and industry events.
Investment Sales Officer
Posted 112 days ago
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Job Description
Relationship Manager - Financial Products
Posted 23 days ago
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Job Description
Company Overview
Gamut HR Solutions, headquartered in Hyderabad, is dedicated to assisting individuals in finding the ideal job opportunities. As a small-sized company with 2-10 employees, Gamut HR Solutions is focused on personal growth and effective HR solutions. Learn more about us at our website .
Job Overview
We are seeking a Relationship Manager Financial Products for a mid-level position in Hyderabad. This is a full-time role requiring a minimum of 4 years and maximum of 6 years of work experience. The candidate will be responsible for managing relationships and sales of financial products.
Qualifications and Skills
- Proven experience in wealth management, showcasing the ability to handle high net-worth clients. (Mandatory skill)
- Certified financial planner with a recognized certification supporting the expertise in financial planning. (Mandatory skill)
- Experience in financial product sales, demonstrating a successful track record in meeting sales targets. (Mandatory skill)
- Strong financial analysis skills to interpret financial data and provide insightful recommendations.
- Knowledge in regulatory compliance to ensure all financial activities comply with industry regulations.
- Experience in client onboarding, ensuring a smooth and positive transition for new clients.
- Skilled in risk assessment to identify potential financial risks and develop mitigation strategies.
- Proficiency in negotiation to effectively manage client relationships and business dealings.
Roles and Responsibilities
- Develop and manage comprehensive relationships with clients, understanding their financial needs and objectives.
- Actively market and sell a portfolio of financial products to meet and exceed sales targets.
- Provide informed advice on financial planning and wealth management strategies to clients.
- Ensure compliance with all regulatory requirements, maintaining transparency and accuracy in all client interactions.
- Oversee the client onboarding process, ensuring satisfaction and effective integration into company offerings.
- Conduct risk assessments to accurately identify and address potential financial vulnerabilities.
- Prepare detailed financial reports and present findings to clients in an understandable manner.
- Build and maintain a strong pipeline of potential clients and follow up on new business opportunities.
Sales Manager_Treasury, Trade & Wholesale Banking
Posted 5 days ago
Job Viewed
Job Description
Talasha has been mandated to hire a Sales Manager - Treasury, Trade & Commercial Borrowings for a fin-tech startup that offers Treasury-as-a-service to corporates via their Agentic AI Platform. They help MSMEs manage their cost of money & transactions- specially for handling foreign remittances, making the cost of banking transparent & helping them build the right capital structures
Responsibilities -
- Business Development - You will be required to build the client base grounds up, prospecting corporates (Msme & Mnc) for adopting the fintech's proprietary treasury as a service platform, undertaking the entire gamut of the business development cycle right from lead gen to on-boarding & retaining the corporates
- Understanding the client's business exposure to currency/ rates markets and advising them on managing this exposure through the treasury Agentic AI platform.
- Devising Strategies & planning process to grow the Taas footprint at the city level
- Treasury, For Ex & Trade Solutions - Impart operational expertise in for-ex, treasury & corporate borrowings to the team & ensure a seamless delivery of the product
- Client Relationship management - manage marquee client relationships while ensuring retention & upselling through unique value propositions & advisory services of the treasury platform
- Key Account Management -Orchestrate & lead large accounts, ensuring business relationship management, efficient delivery & customer satisfaction
- People management - Hire, train & mentor the sales team to expand into the network of MSMEs & corporates that could partner with the platform
Good to Have -
- Upto 5 years experience in banking, with subject matter expertise in treasury, for-ex, commercial borrowings &/or trade
- Business development & account management skills
- Strong network of corporates & MSMEs in NCR
- Startup hustle
Location - NCR
CTC - Rs. 13-25 LPA Fixed + Incentive + ESOP
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