Financial Products Sales Jobs in Mumbai

GM-Research Analyst Location: Mumbai Skill Category: Global Markets Work Type: Full-Time Company Overview Nomura is an Asia-headquartered financial services group with a global network spanning over 30 countries. The firm connects markets East & West and serves individuals, institutions, corporates, and governments through Retail, Asset Management, Wholesale (Global Markets and Investment Banking), and Merchant Banking divisions. Founded in 1925, Nomura is built on a tradition of disciplined entrepreneurship and delivers clients innovative solutions and considered thought leadership. Nomura Services India (Powai) supports global operations in trading, research, IT, financial control, operations, risk management, and legal support. Powai is critical to Nomura s global expansion and operational excellence. Division Overview The Global Markets Division handles client transactions for financial institutions, corporates, governments, and investment funds worldwide. It trades in fixed income, equity securities, currencies, interest rates, and credit products, including cash, derivatives, and structured products. Nomura Research provides high-quality intellectual capital, covering Company Analysis, Quantitative Research, Corporate Access, and Equity Strategy. The India Equity Research team (Powai, Mumbai) is part of the Global Research Division. It focuses on fundamental research of companies and equity strategy research across Asia. The team aims to be a top-3 provider of research for the firm s key institutional and hedge fund clients. Position Specifications Corporate Title: Analyst Functional Title: Analyst Experience: 1 3 years Qualification: Degree in Finance / CA / MBA or Engineering from a reputed institute. CFA is a plus. Role & Responsibilities Support senior analysts in India Equity Research team. Build and maintain earnings and valuation models based on company financial statements. Assist in initiating coverage on companies in new and emerging sectors. Track and report news/events on coverage names; maintain industry/company databases. Contribute to writing research reports or sections thereof. Build marketing presentations under senior analyst guidance. Interact with internal stakeholders such as Nomura sales & traders. Monitor regional and global news flow impacting covered equities. Gain knowledge of financial market workings, contributing to professional growth. Key Skills & Competencies Strong understanding of accounting, financial statement analysis, and security valuation. Excellent academic record and analytical skills. Strong communication skills (written and oral) with attention to detail. Understanding of equity markets and ability to formulate logical views. Ability to work under pressure, multitask, and meet deadlines. Advanced proficiency in MS Excel and PowerPoint; Bloomberg experience is advantageous. Research writing skills are a plus. Why Join Nomura This role provides exposure to India equity markets, hands-on experience in fundamental research, and the opportunity to work with a globally integrated research team. Qualification : Degree in Finance / CA / MBA or Engineering from a reputed institute

Wealth Manager Direct Sales Location: Mumbai Experience Required: 4+ Years Industry: BFSI (Banking, Financial Services, and Insurance) Employment Type: Full Time Job Summary: We are looking for a result-driven Wealth Manager Direct Sales to join our growing team in Mumbai. The ideal candidate will have a strong track record in sales within the financial services industry and will be responsible for client acquisition, relationship management, and achieving revenue targets through direct interactions and personalized wealth solutions. Key Responsibilities: Develop and maintain strong relationships with existing clients to grow wallet share and foster client loyalty. Acquire new clients through personal network, company-generated leads, and references. Meet or exceed monthly and quarterly sales targets for: New investments/inflows Cross-sell and up-sell of financial products Reference and lead generation Regularly connect with clients via calls, meetings, and follow-ups to drive engagement and conversions. Maintain consistent daily/weekly/monthly contact goals with leads and clients. Provide accurate and timely updates on client interactions, leads status, and follow-ups using prescribed reporting formats. Maintain a deep understanding of financial products (mutual funds, insurance, fixed income, etc.) to offer customized solutions. Key Skills & Competencies: Excellent verbal and written communication skills Strong sales acumen and a passion for client servicing and relationship building Self-motivated and result-oriented with the ability to work independently Comfortable handling a wide range of client profiles and understanding their financial goals Strong time management and follow-up discipline Willingness to continuously learn and stay updated on financial products and market trends Qualifications: Graduate (any discipline) a background in Finance will be a plus NISM Certification (mandatory) preferably in Mutual Funds or Investment Advisory Preferred Experience: Minimum 4 years of proven success in direct sales within the financial services or wealth management domain Exposure to a range of investment products and advisory services

Position: Assistant Manager Product Strategy Employment Type: Full-Time Department: Product Strategy Team Location: Mumbai About TimesPro TimesPro, an award-winning Higher EdTech initiative of the Times of India Group, is committed to delivering Education 4.0 learner-centric, industry-relevant, role-specific, and technology-enabled learning. Founded in 2013, TimesPro serves aspiring professionals across industries and age groups through: Early Career Programs in BFSI, e-commerce, and technology Executive Education in partnership with top Indian and global institutions Enterprise Solutions for organizational learning and development Role Overview We are looking for a highly motivated and analytical Assistant Manager Product Strategy to join our growing Product Strategy team. This role is ideal for someone with a strategic mindset, a data-driven approach, and hands-on experience managing digital products throughout their lifecycle. You ll work closely with a high-caliber team of professionals from IIT, IIM, LSE, and top-tier MNCs. This is a great opportunity to contribute meaningfully to product development, learn continuously, and grow with an innovative EdTech organization. Key Responsibilities Customer & Market Insight: Identify customer needs and market trends to generate product ideas that increase market share and enhance user experience. Research & Analysis: Conduct market, customer, and competitive research to gather insights for strategic decision-making. Product Lifecycle Management: Lead product planning, positioning, development, launch, and review ensuring alignment with business goals. Cross-functional Collaboration: Work with engineering, content, operations, marketing, and sales teams to bring products to life and ensure continuous improvement. Strategic Documentation: Maintain comprehensive documentation including business cases, use cases, learner feedback, and audit findings. Competitive Benchmarking: Analyze competitor offerings and identify differentiation opportunities to inform product enhancements. Trend Forecasting: Monitor emerging trends to inform long-term product strategy. Team Management: Build and lead a small, efficient team to support product strategy and execution. Skills & Abilities: Proven experience managing B2C digital products. Strong understanding of the full product lifecycle. Proficiency in product and project management tools. Analytical mindset with excellent problem-solving skills. Comfortable with both strategic thinking and hands-on execution. Strong collaboration skills in a matrix environment. Excellent verbal and written communication skills. Highly proficient in Excel and AI tools. Education & Experience: Bachelor's or Master s degree in Computer Science, Engineering, Business, or a related field (Premier institute preferred). Minimum 5 years of experience in Product Management or Strategy. Experience in EdTech is a strong plus. Reporting To: Product Manager Product Strategy Qualification : Bachelor's or Masters degree in Computer Science, Engineering, Business, or a related field (Premier institute preferred)

Sr. Manager Business Strategy Location: Mumbai Experience: 4 9 Years Company: Tata Communications Employment Type: Full-Time About Tata Communications Tata Communications is at the forefront of redefining global connectivity. With innovation and intelligence at our core, we power digital transformation through Cloud, Mobility, IoT, Unified Collaboration, Security, Media, and Network Services. As a leader in the evolving tech landscape, we are building the New World of Communications. Role Overview As a Senior Manager Business Strategy, you will lead and drive the structured execution of strategic initiatives across business units, functions, and customer accounts. This role combines market analysis, competitive intelligence, strategic planning, and program governance to enable data-driven decision-making and ensure alignment with mid- to long-term business goals. You ll be at the center of shaping strategic priorities, building actionable frameworks, guiding cross-functional teams, and influencing key business decisions. Key Responsibilities Market & Competitor Intelligence: Analyze external market trends, industry reports, and competitor benchmarks (e.g., financial performance, customer segments, network investments). Strategic Planning & Execution: Design strategic frameworks, define growth levers, and evaluate new business opportunities (e.g., product/region entry, value proposition, GTM strategy). Business Analysis: Conduct scenario planning, business case development, performance reviews (e.g., product mix, sales ratios, revenue gaps), and identify operational areas requiring intervention. Roadmap & Alignment: Build strategic roadmaps with business teams and advise on implications of key initiatives. Ensure strategies are executable and measurable. Cross-Functional Collaboration: Coordinate with functional teams to translate strategy into detailed deployment plans with defined deliverables and success metrics. Program Governance: Lead project governance by tracking KPIs, budgets, and timelines. Take corrective action to address gaps in execution. M&A and Innovation Initiatives: Lead due diligence for M&A opportunities. Identify risks and new growth avenues. Partner with external firms and drive internal innovation projects. Minimum Qualifications & Experience 4 9 years of experience in strategy consulting, product or sales strategy, or business planning within technology or telecom services. Bachelor's degree required; MBA or equivalent preferred. Desired Skills & Competencies Strong business acumen with a solid grasp of technology trends. Proven ability to translate business challenges into data-backed insights and actionable strategies. Experience with go-to-market planning, financial modeling, and value proposition development. Excellent communication, stakeholder management, and collaboration skills. Deep understanding of the enterprise networking and telecom competitive landscape. Strong program and project management capabilities with a focus on execution excellence. Join a global leader at the forefront of digital transformation. Shape strategic direction in a high-impact, high-visibility role. Work with top-tier talent across innovation, product, and business teams. Be part of a dynamic organization that values foresight, agility, and collaboration. Qualification : Bachelor's degree required; MBA or equivalent preferred

Job Title: Relationship Manager NRI Department: Retail Banking Location: Mumbai Experience: 5 to 10 Years (Relevant Branch Banking Experience) Education: Graduate (Any discipline); Postgraduate preferred Job Purpose: The Relationship Manager NRI is responsible for acquiring new-to-bank NRI customers and deepening existing relationships through tailored financial solutions. This role plays a key part in enhancing customer engagement, cross-selling banking products, and ensuring world-class service delivery. The role demands close coordination with internal teams like product and operations to create seamless customer experiences, aligned with the overall goals of the branch banking division. Key Responsibilities: Customer Acquisition & Relationship Building Acquire NTB (New-to-Bank) NRI customers through referrals, networking, and targeted sales efforts. Build long-term relationships by understanding customer needs and delivering personalized banking solutions. Expand existing customer relationships by penetrating group or family accounts. Sales & Product Advisory Cross-sell relevant banking and investment products based on customer profiling and financial needs. Promote new product offerings or enhancements to deepen wallet share. Ensure proactive engagement and advisory support to retain high-value NRI clients. Customer Service & Experience Provide timely resolution of customer queries and complaints, ensuring high satisfaction. Track service turnaround times and ensure all service requests are fulfilled as per SLA. Collaborate with the Senior Relationship Manager NRI to maintain a best-in-class service model. Internal Coordination Work with product, operations, and compliance teams to ensure smooth transaction processing and service delivery. Maintain accurate and updated relationship records for all assigned customer accounts. Sales Strategy & Initiatives Assist in designing and executing special sales campaigns, customer meets, and NRI engagement events. Provide market intelligence and competitor insights to enhance acquisition and retention strategies. Suggest process improvements to enhance service quality and operational efficiency across the branch. Skills & Competencies: Strong relationship management and interpersonal skills Knowledge of NRI banking products, regulatory norms, and global remittance platforms Ability to communicate effectively and persuasively Goal-oriented, self-motivated, and customer-centric High integrity and adherence to compliance guidelines Qualifications: Graduate in any discipline (mandatory) Postgraduate or MBA (preferred) Experience Required: 5 to 10 years of experience in branch banking, preferably in NRI customer management Summary: The Relationship Manager NRI plays a strategic role in acquiring, retaining, and growing NRI client relationships through superior customer service, product advisory, and process excellence. As a key driver of branch performance, the incumbent will work closely with cross-functional teams to achieve business targets while ensuring regulatory compliance and customer satisfaction. Qualification : Graduate (Any discipline); Postgraduate preferred

Job Title: Assistant Manager Financial Planning & Analysis (FP&A) Department: Accounts Location: Mumbai About Infinx: Infinx Healthcare is a leading technology-enabled provider of intelligent payment lifecycle solutions for hospitals, health systems, and physician groups across the USA. From our AI-driven Prior Authorization Software to comprehensive Revenue Cycle Management (RCM) solutions, we help healthcare organizations enhance revenue, streamline operations, and improve patient satisfaction. We are proud to be recognized as a Great Place to Work by the Great Place To Work Institute. Job Summary: We are looking for a dynamic and analytical Assistant Manager FP&A to join our Finance team. In this role, you will be responsible for supporting strategic financial planning, analyzing business performance, and enabling data-driven decision-making across departments. The ideal candidate will be highly proficient in financial modeling, stakeholder communication, and cross-functional collaboration. Key Responsibilities: Collaborate with operations and finance teams to understand key revenue and cost drivers. Develop a deep understanding of the company s products, services, and business models. Analyze key financial metrics and trends related to sales, expenditures, and profit margins. Identify opportunities to improve Gross Margin (GM) and track associated initiatives. Monitor actual performance vs. budget/forecast; investigate and explain variances. Prepare and deliver monthly and quarterly profitability reports by business unit. Conduct ad-hoc analysis and create business performance reports as needed. Support senior leadership with financial insights to inform strategic decisions. Build and present business cases for investments, new initiatives, or cost optimizations. Qualifications & Experience: CA with 4 5 years of relevant experience OR MBA/Graduate in Finance with 8 10 years of experience in a similar FP&A role. Key Skills: Strong analytical and financial modeling skills. Excellent communication and stakeholder management abilities. Proven experience working with cross-functional teams. High level of process orientation and data-driven decision-making. Proficiency in Excel, PowerPoint, and financial reporting tools. Qualification : MBA/Graduate in Finance

Position: Executive / Assistant Manager Channel Sales Location: Mumbai Department: Sales Job Purpose To expand the reach and visibility of Mahindra s product offerings in the local market by building and nurturing a strong channel partner network across the assigned area in Mumbai. Key Responsibilities Identify, engage, and onboard potential channel partners across the region. Build and maintain a productive channel network by offering transparent, trustworthy, and mutually beneficial engagement terms aligned with Mahindra s brand values. Promote cross-selling by developing regional channel partners' expertise across the product portfolio. Support channel partners in lead generation and provide necessary resources and guidance to help them achieve their targets. Accompany potential customers for site visits and assist in converting leads into sales. Maintain regular communication with channel partners regarding lead status, site visits, and conversions. Coordinate internally with relevant departments to ensure timely disbursement of channel partner payouts. Regularly update channel partner details and activities on Salesforce (SFDC). Stay informed about competitor offerings, market dynamics, and best practices in channel sales. Performance Indicators Individual Accountability Number of customer walk-ins generated Customer satisfaction scores New channel partner activation and empanelment on SFDC Shared Accountability Net sales contribution through channel partners Percentage of active partners contributing to business Key Stakeholders External Channel Partners Customers Internal Sales Closing Team Marketing Team Sales Strategy Team CRM Team Functional Competencies Strong product and market knowledge Familiarity with structured sales processes and SOPs Awareness of financial schemes and bank offerings (e.g., interest rates, EMI plans) Competitive analysis and industry trends understanding Ability to manage diverse internal and external stakeholders Mahindra Leadership Competencies 1. Result Orientation with Execution Excellence Deliver results with discipline and timeliness Maintain high standards of accountability and process adherence Actively seek improvements in sales execution 2. Customer Focus Understand customer needs and expectations Take ownership of customer satisfaction and proactive service delivery Foster lasting customer relationships through responsiveness and reliability 3. Weaving Passion & Energy at Work Show enthusiasm and positivity in daily work Adapt to diverse environments and work styles Innovate and experiment with new approaches to drive results Qualifications and Experience Education: Graduate in any discipline (MBA preferred) Experience: 2 5 years of experience in sales, preferably in channel or real estate sales Qualification : Graduate in any discipline (MBA preferred)

Consulting Business Partner Location: Mumbai, Maharashtra Job Type: Full-Time Job Overview: We are seeking a dynamic and results-oriented Consulting Business Partner to spearhead the sales and business development of our ERP products and solutions. This role requires a professional with a strong background in ERP sales, exceptional client engagement skills, and the ability to understand and align solutions with client business needs. Key Responsibilities: Client Acquisition: Identify and pursue potential clients for ERP solutions across industries. Relationship Management: Develop and maintain long-term relationships with key decision-makers and stakeholders. Solution Selling: Conduct engaging product presentations, live demonstrations, and lead commercial negotiations. Collaboration: Work closely with technical and implementation teams to deliver customized ERP solutions. Sales Targets: Consistently achieve or exceed defined sales targets and contribute to organizational revenue growth. Requirements: Proven experience in selling ERP products/solutions (e.g., SAP, Oracle, Microsoft Dynamics, etc.). Strong understanding of ERP functionalities, modules (Finance, SCM, HR, etc.), and business processes. Excellent communication, negotiation, and presentation skills. Demonstrated ability to generate leads, manage pipelines, and close enterprise-level deals. Bachelor's degree in Business, IT, or a related field; MBA preferred. Qualification : Bachelor's degree in Business, IT, or a related field; MBA preferred.

Manager/Senior Manager Ad Sales (Paytm Money) Location: Mumbai, Maharashtra Department: Paytm Ads Business Team Employment Type: Full-Time | On-Site About Paytm Paytm is India s leading mobile payments and financial services platform, pioneering digital transactions through innovation. With a mission to bring half a billion Indians into the formal economy, we provide seamless financial solutions to millions of users and merchants across the country. About the Role We re seeking an experienced and highly motivated Ad Sales Leader to drive advertising revenue for Paytm Money through the Paytm Ads platform. In this key leadership role, you'll be responsible for identifying new advertising partners, working closely with agencies and brands, and expanding our advertiser base across various verticals. Key Responsibilities Own the full sales cycle: Prospect, pitch, negotiate, and close deals with agencies, advertisers, and brands (from startups to established players). Develop long-term strategic partnerships with key accounts and media agencies to drive consistent revenue growth. Manage and grow existing client relationships by identifying upsell and cross-sell opportunities. Build and execute a robust sales pipeline in line with monthly, quarterly, and annual targets. Coordinate with internal teams (product, marketing, analytics, legal) to align on campaign delivery, account needs, and service-level execution. Advocate for clients and partners, offering creative, data-driven ad solutions and leveraging Paytm s large and diverse user base. Contribute to strategic planning, process improvements, and new monetization ideas to enhance business outcomes. Ensure timely reporting, forecasting, and adherence to SOPs across accounts. Minimum 5+ years of experience in digital ad sales, online marketing, media buying, or ad tech. Demonstrated ability to build strong client relationships and close high-impact deals. Strong understanding of the digital advertising ecosystem, including performance, branding, programmatic, and media buying trends. A proven track record of achieving revenue targets and contributing to organizational growth. Strong communication, negotiation, and analytical skills. Strategic thinker with a solution-first mindset and creative approach to driving results. Ability to manage multiple stakeholders and deliver under pressure in a fast-paced environment. Work with one of India s largest fintech platforms and shape the future of fintech advertising. Engage with a massive user base of 500M+ registered users and 21M+ merchants. Collaborate with top-tier brands and agencies across industries. Be part of a high-impact, data-driven ad tech team driving transformation. Competitive salary, performance-linked incentives, and leadership visibility.

Job Title: Customer Service Associate Location: Mumbai, India Department: Customer Operations Industry: FinTech Employment Type: Full-Time About the Role: We are seeking a proactive and empathetic Customer Service Associate to join Salary Finance, a fast-growing FinTech venture under the Blenheim Chalcot portfolio. In this role, you will be an integral part of the customer operations team, ensuring prompt, compliant, and high-quality customer interactions via live chat and email. You will be working closely with our teams in India and the UK to provide a seamless customer experience while contributing to the enhancement of internal processes and customer-facing solutions. Key Responsibilities: Handle customer inquiries via live chat and email in a professional and timely manner. Provide support related to loan applications, repayments, account updates, and general queries. Interpret and explain financial products, terms, and policies with clarity and compliance. Maintain accurate records in the CRM system and ensure resolution logs are up to date. Escalate unresolved or complex issues to the appropriate teams and follow up until closure. Troubleshoot basic technical issues (login errors, document uploads) and collaborate with the tech team. Ensure strict compliance with GDPR and data protection standards. Meet service benchmarks aligned with SOPs and SLAs. Identify recurring issues and offer feedback to product and operations teams. Recommend improvements for FAQs and knowledge base articles. Support customer retention by providing exceptional service and building rapport. Share insights and best practices with peers to support continuous team improvement. Participate in regular training on product updates, tools, and compliance protocols. About You: You are a detail-oriented, tech-savvy problem solver with a passion for delivering excellent customer service. You thrive in fast-paced, change-driven environments and are eager to contribute to a mission-driven FinTech. Required Skills: Strong communication skills both written and verbal. High emotional intelligence with a customer-first mindset. Prior experience in a customer/client-facing role. Ability to multitask, stay organized, and meet deadlines. Comfortable with Google Sheets, Excel, and manipulating customer data. A collaborative, empathetic, and solutions-focused attitude. Self-motivated and resilient, even in high-pressure situations. Preferred Skills: Experience in financial services, tech, or employee benefits companies. Familiarity with CRM systems and ticketing platforms (e.g., Zendesk, Freshdesk). Working knowledge of G Suite, Advanced Excel, and basic data analysis. Understanding of TCF, GDPR, CCA, and AML regulations. Education: Minimum: High School Diploma Preferred: Bachelor s Degree in any discipline About Salary Finance: Founded in 2015, Salary Finance is one of the UK s leading FinTech platforms improving employee financial well-being. Our platform supports over 4 million employees across 575 clients, including 20% of the FTSE 100. Backed by Blenheim Chalcot and major financial institutions, we provide salary-linked savings, loans, earned wage access, and financial education all through our digital platform. Our mission is to make employees financially healthier and happier, ultimately boosting productivity and well-being at work. About Blenheim Chalcot: Blenheim Chalcot (BC) is the UK s leading digital venture builder, with over 26 years of experience building disruptive businesses in FinTech, EdTech, GovTech, HealthTech, and beyond. With over 4,000 employees across 20+ ventures, our India operation (established in 2014) plays a crucial role in innovation, development, and scaling. What We Offer: Be part of the world s leading digital venture builder. Access to cutting-edge GenAI technologies. Opportunities for continuous learning and personal growth. Fun and open work culture (we own the Rajasthan Royals IPL team!). 24 days of annual leave + 10 public holidays. Private medical insurance for you and your family. Life insurance coverage. Diversity & Inclusion: At Blenheim Chalcot, we value diversity, meritocracy, and innovation. We are committed to creating an inclusive workplace that supports all employees in reaching their full potential. We recruit and develop talent based on skills and passion not background. Apply Today: If you're passionate about delivering high-impact customer experiences and eager to be part of an innovative FinTech journey, we'd love to hear from you.

BFSI Enterprise Director Location: Mumbai, India As part of our rapidly expanding Enterprise business, we are looking for a BFSI Leader to scale the business in the India region. You will lead a team of professionals and be responsible for multiplying consumption, new customer acquisition, and developing the ecosystem. You will inherit a team of seasoned campaigners, passionate about building a data ecosystem in the India region, technically knowledgeable, and have a desire to help customers and partners succeed. You will report to the Head of Enterprise business, India Region. The Impact You Will Have: Scale a team of motivated Enterprise Account Executives to increase growth in the BFSI domain. Inspire a culture of teamwork, leading with value, and achieving desired customer outcomes. Develop trust-based relationships with customers and partners to ensure long-term success. Encourage learning and ongoing understanding of technical product details and our future product roadmap. Lead our BFSI Enterprise growth plans, ensure forecast accuracy, and drive a predictable, high-growth business. What We Look For: Desire to build a collaborative, inspired team culture. Alignment with our core values: customer obsession, teamwork, ownership, and data-driven decision making. 15+ years of experience building a high-growth sales team serving BFSI customers. Experience in the Big Data, Cloud, or SaaS Sales industry. A history of exceeding sales quotas in similar high-growth Enterprise software companies. Understanding of value selling and structured methodologies (e.g., MEDDPICC, Challenger, Command of Message). Knowledge of developing the partner ecosystem to help grow strategic enterprise territories. Success in implementing strategies for usage and booking-based sales revenue models. Enterprise BFSI experience coupled with Cloud Data & AI experience is highly desirable. About Databricks: Databricks is the data and AI company. More than 10,000 organizations worldwide including Comcast, Cond Nast, Grammarly, and over 50% of the Fortune 500 rely on the Databricks Data Intelligence Platform to unify and democratize data, analytics, and AI. Databricks is headquartered in San Francisco, with offices around the globe, and was founded by the original creators of Lakehouse, Apache Spark , Delta Lake, and MLflow. Benefits: At Databricks, we strive to provide comprehensive benefits and perks that meet the needs of all of our employees.

Job Title: Business Development (Enterprise Solutions Sales) Location: Mumbai (with potential for travel) No. of Vacancies: 1 Job Profile: As a Business Development professional in the Enterprise Solutions Sales team, you will be responsible for identifying and securing strategic partnerships that can drive both economic and strategic value for Coverfox. You will focus on pitching insurance solutions to both digital and non-digital partners. Your role will also include developing customized enterprise solutions that address clients infrastructure needs by leveraging technology and deep understanding of client requirements. Key Responsibilities: Identify and engage digital/non-digital partners whose interests align with Coverfox s business model, adding strategic and economic value. Develop and execute strategies for acquiring new business through both existing relationships and new pipeline development, with a focus on meeting financial and growth targets. Create and present tailored enterprise solutions for insurance infrastructure by understanding both technology potential and client-specific needs. Oversee the end-to-end integration of client/partner solutions into the Coverfox platform by collaborating with cross-functional teams, including marketing, technology, product, legal, and finance. Take full responsibility for account acquisition, onboarding, and management, which includes planning, projections, partner development, performance tracking, and enhancement. Manage partnership relationships and act as the central point of contact for all dealings, ensuring P&L goals are met through effective account management. Candidate Profile: Education: Graduate/Post Graduate with at least 8 years of hands-on experience in business development and sales, with a minimum of 4 years in enterprise sales. Experience: Proven experience in working with tech startups or product companies, with a strong understanding of SAAS-based solutions and end-to-end sales processes. Networking Skills: Strong affinity for networking and business development within digital industries, particularly engaging with C-suite executives. Industry Knowledge: Familiarity with digital products, blended opportunities, and the insurance regulatory framework (preferred). Stakeholder Management: Ability to effectively manage relationships with both internal and external stakeholders. Track Record: Proven success in building networks and partnerships with both digital and non-digital companies. What We Offer: A dynamic and fast-paced work environment where innovation and results are key. Opportunity to work with leading industry experts and grow in an expanding organization. A chance to contribute to the success and strategic growth of Coverfox. Qualification : Graduate/Post Graduate with at least 8 years of hands-on experience in business development and sales, with a minimum of 4 years in enterprise sales.

Business Development (Lending NBFC & MFI) Location: Mumbai & Bengaluru (could entail travel) No of vacancy: 2 Job Profile: Deepen existing relationships with existing clients in financial services, fintech, insurtech, ecommerce etc. category, as applicable. Develop and manage a lead pipeline of potential clients, focusing largely across and within NBFC and MFI space Own the client account in an end-to-end manner from demo / pitches to documentation & commercial agreements to managing P&L (topline, margin, revenue, renewals, pricing) of the accounts. Structure profitable deals that mutually support client and business vision. Ensure successful onboarding of clients followed by delivering as per SLAs & quality commitments. Stay updated on the competitor landscape through constant market research and analytics / dashboards. Ensure high quality deliverables per commitment on timelines and budgets through internal and external stakeholder management. Collaborate across teams viz. Sales, Tech, Digital Marketing, Product, Legal, Finance and Operations. Identify new partnerships / alliances with companies in financial services, fintech space like banks, equity brokers, NBFCs, insurance brokers, insurance companies, payment gateway, etc., and other potential categories. Candidate Profile: 3-10 years of experience in Business Development & Key Account Management for Insurance / Insurtech set ups. Understanding of SAAS products and technology is a plus. Experience in working with senior management / decision makers within the organization and for the clients Strong background and experience in NBFC & MFI sector Experience & expertise in P&L management, leading teams to performance and client interfacing. Excellent verbal and written communication skills, ability to effectively negotiate and have a problem-solving approach. Open to travel extensively

Job Description As a Knowledge Content Manager Associate in our team, you will be at the forefront of managing and enhancing our content database, ensuring that our sales materials (including RFPs, pitch books, and brochures) are compelling, accurate, and globally-consistent. You will collaborate with sales, product, client service, and other subject matter experts to ensure content and stats are accurate, consistent, and approved. You will also create materials for sales training, such as case studies, information on product overviews and strategy, and prepare competitor analysis. Job Responsibilities: Maintain, update, and enhance content used for client-facing documentation (proposals, pitchbooks, and other similar documents) provided to prospective and existing clients in pursuit of winning or retaining business. Develop external and internal content in partnership with sales and product, including case studies, and product overviews & strategy documents. Coordinate with subject matter experts to update the database with new responses as products are enhanced. Partner with subject matter experts to conduct periodic end-to-end reviews of responses in the database to ensure changes in business, value proposition, regulatory environment, staff, locations, etc., are correctly captured. Utilize Tableau to build dynamic data visualization dashboards, transforming complex data into actionable insights that support strategic sales initiatives. Source and manage J.P. Morgan statistics in the creation of sales documents or in answering questions from clients or prospects globally. Manage the sales experience survey process as the conduit between sales and the third-party consultant. Perform vendor administration activities such as user access management and training, and act as a point of contact, liaising with vendor support to quickly resolve issues. Required Qualifications, Capabilities, and Skills: Minimum 4 years of work experience in the financial services industry, within content/database management, pre-sales, business development, or marketing. Excellent verbal and written communication skills, with a thorough knowledge of American and British English language, grammar, spelling, punctuation, and usage, as well as the Associated Press (AP) style guide. Confidence, assertiveness, and professionalism to partner closely with all levels of management. Proficiency with MS Word, Excel, and PowerPoint required. Strong project management skills with the ability to manage tight schedules. Preferred Qualifications, Capabilities, and Skills: Bachelor's degree (BA or BS) in finance, business preferred, but not required. An understanding of the securities services industry and products is a plus. Self-starter with sound judgment and ability to operate independently and apply initiative. Experience with building data visualization dashboards via Tableau. Familiarity with emerging technologies, such as LLMs to bring in efficiencies in content and stats management. About Us JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world s most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years, and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. Qualification : Bachelor's degree (BA or BS) in finance, business preferred, but not required.

Job Requirements Role/Job Title: Product Manager-Mutual Fund. Function/Department: Wealth, Retail Liabilities. Job Purpose: This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models. Roles & responsibilities: Onboarding of new products (MF, PMS,AIF) by way of evaluation, due diligence, suitability, commercials, sales & operational processes Relationship management with business partners, AMCs, Third Party product providers Ensure legal & compliance requirements with respect to investment products are met. Attend fund manager calls and provide input where ever necessary. Ideate on opportunities to enhance the product basket. Maintain top standards of internal and external communication. Automate Excel sheets and build models on financial planning. Collate and update Weekly/Monthly reports and presentations. Secondary Responsibilities: MIS & platform enhancements Satisfactory regulatory audits Run campaigns and assist in Investor education programs. Managerial & leadership responsibilities: Self-starter Motivated and hard-working In-depth knowledge of investment products across asset classes Skills Required: Strong knowledge on mutual funds and portfolios (PMS/AIF is a bonus) Excellent verbal and written communication Education Qualification: Post-graduation: Any Experience: 2 5 years Industry Banking/ Wealth Management / AMC Functional Area Products

Position: Analytics Client Service Manager Location: Mumbai Department: Client Coverage Global Client Service Team About the Role We are looking for a seasoned Analytics Client Service Manager to join our Client Coverage team in Mumbai. The Global Client Service team at MSCI consists of experienced financial professionals who provide first-level support to our global client base. This team is responsible for handling a broad range of queries related to methodology, product usage, interpretation, and technical aspects across our analytics and benchmark product suite. The team engages with clients primarily through email and phone and works closely with Sales, Consultants, and internal teams to ensure seamless client engagement and satisfaction. Key Responsibilities Team Leadership and Development Recruit, onboard, and coach team members, equipping them with the skills and product knowledge they need to succeed. Establish clear performance expectations and conduct regular performance evaluations. Foster a culture of collaboration, continuous learning, and positive team dynamics. Client Relationship Management Develop strong, trust-based relationships with clients to understand their evolving needs and business goals. Serve as the escalation point for complex client issues, ensuring swift and effective resolution. Maintain regular communication with clients, providing proactive updates, gathering feedback, and ensuring overall satisfaction. Service Delivery Oversight Manage the delivery of analytics support services, ensuring all client requests are addressed promptly and with the highest quality. Establish and refine standard operating procedures (SOPs) to maintain service consistency. Track and analyze service performance metrics to identify trends, gaps, and areas for improvement. Product Expertise and Knowledge Sharing Ensure the team maintains deep product knowledge, enabling them to confidently advise clients on the optimal use of MSCI s analytics tools. Organize regular training and knowledge-sharing sessions to keep the team up to date. Stay informed on product enhancements and industry trends to ensure the team provides relevant and value-driven support. Reporting and Insights Generate regular performance reports, tracking key service metrics and client satisfaction scores. Provide actionable feedback based on client interactions to internal teams, helping shape product and service improvements. Present insights and strategic recommendations to senior management to continuously enhance the client service function. Strategic Operations and Process Optimization Develop and execute strategic plans aimed at enhancing the client service offering. Identify and implement process improvements to increase efficiency and elevate client experience. Ensure alignment between team objectives, broader MSCI goals, and client needs. Skills and Experience That Drive Success 12+ years of professional experience, including proven experience in client service roles, ideally within analytics or related industries. Excellent English communication skills both written and verbal with the ability to convey complex information clearly and persuasively. Strong presentation and report-writing capabilities. Strong execution skills, with the ability to monitor and manage team performance using reports, dashboards, and other tracking tools. Analytical mindset with strong problem-solving abilities, particularly in numerical analysis using Microsoft Excel. Hands-on experience managing escalations and resolving complex client issues effectively. Demonstrated people management experience, with the ability to lead large teams and oversee service delivery operations. A Bachelor s degree in Finance, Engineering, Mathematics, Statistics, Economics, or a related field. Professional certifications like CFA or FRM are a plus. About MSCI At MSCI, our mission is to power better investment decisions. With over 50 years of expertise in research, data, and technology, we provide critical decision-support tools to the global investment community. Our innovative, research-enhanced solutions empower clients to understand risk, optimize performance, and build better portfolios. Competitive compensation packages and comprehensive benefits designed to support your financial security, health, and well-being. Flexible work options, advanced technology, and collaborative office environments. A culture that encourages innovation, accountability, and experimentation. A global community of talented colleagues who inspire, support, and collaborate to drive innovation and deliver client value. A structured Global Orientation Program, along with continuous access to learning platforms like Learning@MSCI and LinkedIn Learning Pro, plus tailored development opportunities. Multi-directional career paths, offering both vertical growth and lateral opportunities within MSCI. A commitment to diversity, equity, and inclusion, championed through our Employee Resource Groups including All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and the Women s Leadership Forum. At MSCI, you will join a team of curious, innovative, and entrepreneurial minds who are passionate about driving meaningful change in the investment industry. This is where you can push boundaries, challenge yourself, and exceed expectations for yourself, our clients, and our industry. Qualification : A Bachelors degree in Finance, Engineering, Mathematics, Statistics, Economics, or a related field. Professional certifications like CFA or FRM are a plus.

Role: Principal - Growth Manager (HPE) Function/Department: HPE Experience: 8-12 Years Education: Graduation: B.Tech, BCA, BE, B.Sc Post-Graduation: M.Tech, MCA, MBA, M.Sc Job Purpose: We are looking for a Principal - Growth Manager to lead the end-to-end digital marketing strategy for Debt Management. This role will be responsible for driving revenue growth through data-driven digital campaigns, optimizing the debt recovery process, and ensuring maximum ROI from marketing investments. You will collaborate with multiple stakeholders to design and execute impactful marketing initiatives that align with business goals. Key Responsibilities: Growth Strategy & Digital Optimization: Design and implement growth strategies to enhance the debt management process via digital channels. Lead digital marketing objectives for debt management, working with Agile Campaign Teams to drive lead generation and maximize business outcomes. Optimize cross-channel customer journeys based on analytics, stakeholder inputs, and industry benchmarks. Define audience segmentation strategies to deliver personalized offers, content, and conversations. Revenue & Performance Management: Own revenue targets for debt management and drive measurable business growth. Develop, monitor, and refine campaign performance metrics to ensure continuous optimization. Provide regular performance reports to senior leadership and make data-driven decisions to enhance campaign success. Conduct market research to identify trends and improve digital marketing effectiveness. Leadership & Collaboration: Lead and mentor a team of growth managers to drive campaign execution and achieve targets. Work cross-functionally with internal teams and external partners to develop and execute marketing strategies. Ensure seamless execution of sales lead management and lead lifecycle optimization. Secondary Responsibilities: Strong problem-solving skills with a growth mindset. Ability to understand business targets and translate them into effective marketing strategies. Optimize customer journeys (CRO) on digital and assisted platforms. Utilize bureau data insights for digital marketing strategies. Knowledge of financial products and customer lifecycle management. Comfortable working in Agile environments with an incremental ROI approach. Basic proficiency in Data Analytics & Statistics for marketing insights. Preferred Skills & Tools: Proven track record in scaling business and driving growth through digital campaigns. Hands-on experience with leading MarTech tools such as CleverTap, Salesforce Marketing Cloud, Google Analytics, and automation platforms. Ability to independently lead, communicate, and collaborate with multiple business partners and global teams. Lead high-impact digital growth initiatives in a fast-paced, data-driven environment. Work with cutting-edge MarTech tools and drive innovation in debt management marketing. Collaborate with industry experts and contribute to business growth through digital transformation. If you're a strategic thinker with a passion for digital marketing, revenue growth, and performance optimization, we invite you to apply and be part of our dynamic team! Qualification : Graduation:Bachelor of Technology B.Tech, Bachelor of Computer Applications - BCA, Bachelor of Engineering - BE, Bachelor of Science - B.ScPost-graduation: Master of Technology M.Tech, Master of Computer Applications - MCA, Master of Business Administration - MBA, Master of Science - M.Sc

Senior Sales Account Manager Location: Mumbai Job Type: Full-time Experience: 10-15 Years About the Role We are seeking a results-driven Senior Sales Account Manager with 10-15 years of experience to lead our sales initiatives and manage key accounts in Mumbai. This role will be responsible for building and nurturing long-term client relationships, driving revenue growth, and leading a team to meet or exceed sales targets. The ideal candidate will have a proven track record in sales strategy, account management, and negotiating large-scale deals. Key Responsibilities Develop and execute sales strategies to drive revenue growth and expand market share. Manage and grow relationships with key accounts, ensuring customer satisfaction and retention. Lead and mentor a sales team, setting performance targets and tracking progress. Identify new business opportunities and engage in high-level sales negotiations. Collaborate with cross-functional teams including marketing, product, and customer support to deliver tailored solutions. Prepare and deliver compelling presentations and proposals to clients. Analyze market trends, competitor activities, and customer needs to adjust sales strategies accordingly. Monitor and report on sales performance, forecasting, and business development activities. Required Qualifications 10-15 years of experience in sales, with a strong focus on account management and B2B sales. Proven experience in building and maintaining long-term relationships with senior-level decision-makers. Strong understanding of sales processes, CRM tools, and sales performance metrics. Excellent negotiation, communication, and presentation skills. Ability to lead and inspire a team towards achieving sales targets. Demonstrated success in driving business growth and meeting/exceeding sales targets. Knowledge of market research, customer insights, and competitive analysis. Preferred Qualifications Experience in [industry-specific knowledge] (e.g., IT, SaaS, Manufacturing, etc.). Familiarity with sales automation tools and CRM systems (Salesforce, HubSpot, etc.). Strong understanding of contract negotiations, pricing models, and deal structuring. Competitive salary and performance-based incentives. Opportunities for career growth and professional development. Dynamic and supportive work environment. A chance to lead and impact a growing sales organization.

Description At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where sophisticated diseases are prevented, treated, and cured, where treatments are more inquisitive and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at https://www.jnj.com/. Position Summary: The candidate will be responsible for leading Business Partnering for Innovative Portfolio i.e. Oncology, Immunology & CNS along with BUF Reporting, FP&A, SigniFi & IBP and Statutory audit / Transfer pricing requirements. Responsibilities include: 1. Business Partnering Innovative Portfolio i.e. Oncology, Immunology & CNS Partner closely with leadership to co-create strategy. Independently provide financial support & leadership to influence key business decisions and drive acceleration and prioritization of resources towards strategic choices. End to end business partnering and financial planning for Sales / Opex. Support Business planning and update cycles, product pricing, PDC reviews, new product launch, S&OP alignments, A&SP/ME reviews, distributor appointment, accruals processes and any other Business case review and analysis. Price Variance, GP & Opex reviews and monitoring against the plan, appropriate support to find opportunities and mitigate risks. Ensure robust business controls on spends, pricing and discounts and drive governance of the same. Drive compliance in processes with respect to adherence to SOPs and applicable guidelines. 2. Business Unit Finance (BUF) Reporting & FP&A Lead creation of plans in line with long term strategy, incorporating insights, opportunities and risks Lead planning cycle coordination and management decks (BP, JU, NU, MBR, IBP), Lead LRFP for IM India Monthly /quarterly regional & local requirements and management comments Quarterly P&L analysis and forecast for the region Base data for Budgeting, update cycles, Standard Reporting Submissions in Planning Systems including IBP, Anaplan, BRAVO and all other regional Submission Advance tax, transfer pricing, statutory audit and subsidy related requirements, calculations and projections Any other ad-hoc requirements 3. Lead for SigniFi and IBP for IM BUF India Qualifications Qualifications: Preferred Area of Study: Chartered accountant Required Years of Related Experience: ~ 7-10 years Preferred Skills and Abilities: Strong business partnering skills to influence / partner with business stakeholders, ability to manage and negotiate with internal/external partners Strong analytical skills and eye for business, ability to capture and generate insights Solid understanding of Finance / Accounting principles and processes Should be a strong teammate Independent thinking, decision making and strong prioritization are essential to success Key working relationships: Business partners (commercial and functional teams) Business Unit Finance, Shared service Finance teams, Global services, COE team Regional / Global stakeholders Location / Mobility: The position is currently based out of Mumbai Reporting: Will be reporting into the Finance Lead, Innovative Medicine, India and will have no direct reports Johnson & Johnson is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Qualification : Chartered accountant