financial sales manager

NJR Recruitment

<p>Financial Planning Manager Leicester based Salary up to 60,000 + OTE</p> <p>Benefits:</p> <p>" Competitive salary and performance-based incentives." 25 days holiday plus bank holidays." Generous non-contributory group pension scheme, commencing after three months continuous service." Free death in service benefit after successful completion of probationary period (subject to qualifying criteria)." Brand new air-conditioned modern-design offices, offering full kitchen and dining facilities, gym and free parking." Opportunities for professional growth and development, including support to achieve chartered status." Collaborative and supportive work environment." A chance to make a significant impact in a respected independent financial advice firm.NJR Recruitment is proud to be working in partnership with a highly regarded firm of Independent Financial Planners renowned for delivering bespoke, client-focused financial solutions, this firm operates with a deep commitment to integrity and excellence at the heart of everything they do. As part of their continued growth, our client is now looking to appoint a dynamic and experienced Financial Advice Manager. This is an exciting opportunity for a driven professional to lead and enhance the company's sales strategy, playing a pivotal role in shaping the future of the business.</p> <p>The successful candidate will take a proactive leadership role in developing and executing strategic marketing initiatives to promote the firm's services-placing a strong emphasis on building professional connections and generating new business opportunities.</p> <p>They will lead a team of experienced Financial Planners which will play a key role in driving the continued growth of the client base to enhance all business opportunities.</p> <p>Key Responsibilities:</p> <p>" Identify and pursue new business opportunities by developing professional connections and fostering relationships with prospective clients. A 'hands on' approach is a must for this role." Set the example for, and work closely with, our adviser team when implementing marketing and sales strategies." Collaborate with the marketing, product development, and compliance teams to ensure cohesive and effective marketing and sales. " Maintain and enhance relationships with existing clients, ensuring high levels of customer satisfaction and retention." Assist in the recruitment and training of new financial advisers." Analyse market trends, competitor activities, and client needs to inform product development and marketing strategies." Prepare and present sales reports, forecasts, and performance metrics to senior management.</p> <p>Essentials:</p> <p>" Proven experience of developing and executing marketing strategies within the financial services sector. " Proficient in developing and working with professional connections." Level 4 Diploma in Financial Planning or equivalent. A degree in Business, Finance, Marketing, or a related field would be advantageous. " Strong understanding of financial products and services, including investments, pensions, and insurance." Excellent leadership and team management skills." Strong communication, negotiation, and interpersonal skills." Ability to analyse data, identify trends, and make data-driven decisions." Proficiency in CRM software and Microsoft Office Suite.</p> <p>If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15769</p>

Financial Planning Manager

YES BANK

<div>
 Role Summary
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 <ul>
  <li>
   To manage Sales for the suite of Trade Finance products across the spectrum of Bank&rsquo;s clients in a select location / region resulting in financial / productivity achievements in terms of total revenue generation (Fee, FX, NII) and top line impact on business portfolio.
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  </li>
 </ul>
 <strong>
  Core Responsibilities
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  <br/>
 </strong>
 <ul>
  <li>
   Financial / productivity achievements in terms of total revenue generation and top line impact on business portfolio
  </li>
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   Meet and service trade finance related requirements of clients by liaising with Service/Operations/Product team.
  </li>
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   Cross sell of trade /treasury products to existing customers
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   Focused &amp; quality client engagement in the form of client meetings with NTP/Existing customer base and to scope for business development opportunities within the portfolio
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   Acquisition of new to bank clients with a focus to grow the Trade finance business along with the BB team in respective geographies with focused industry approach
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   To manage the sales for the suite of Trade Finance related products across the spectrum of Bank&rsquo;s clients in a select location / region.
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  </li>
 </ul>
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  Minimum Qualifications
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 </strong>
 <ul>
  <li>
   Post-Graduation MBA/CA
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 </ul>
 <strong>
  Years Of Experience
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 </strong>
 3-5 years of relevant experience
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 <strong>
  Nature Of Experience
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 </strong>
 Relevant Experience in Trade Finance with working knowledge trade asset, treasury products and related digital solutions
</div>


Product Sales Manager Trade Finance

Spectical Asset Pvt Ltd

<p><b>Job Summary:</b></p><p>The <b>Senior Manager &ndash; Banking (Real Estate)</b> will be responsible for managing and maintaining banking relationships, securing project funding, overseeing loan disbursements, and ensuring smooth financial operations for real estate projects. This role involves coordinating with banks, financial institutions, and internal project teams to ensure adequate liquidity, compliance, and cost-effective financial structuring.</p><p><b>Key Responsibilities:1. Banking &amp; Financial Management</b></p><ul><li>Develop and maintain strong relationships with banks and financial institutions.</li><li>Negotiate loan terms, credit lines, and other financial instruments for real estate projects.</li><li>Manage project finance, term loans, working capital, and overdraft facilities.</li><li>Monitor and manage cash flow requirements across multiple projects.</li><li>Ensure timely repayment of loans, interest, and adherence to covenants.</li></ul><p><b>2. Project Finance &amp; Fundraising</b></p><ul><li>Prepare project reports, financial models, and feasibility studies for funding proposals.</li><li>Liaise with lenders for sanction, disbursement, and compliance documentation.</li><li>Evaluate funding options including lease finance, private equity, and structured finance.</li><li>Ensure utilization of funds as per approved project plans and budgets.</li></ul><p><b>3. Relationship Management</b></p><ul><li>Serve as the primary contact point for all banking and financial institution interactions.</li><li>Coordinate with legal, audit, and compliance teams for documentation and due diligence.</li><li>Build long-term strategic partnerships with key banking stakeholders.</li></ul><p><b>4. Compliance &amp; Reporting</b></p><ul><li>Ensure all transactions comply with RBI guidelines, company policies, and statutory norms.</li><li>Maintain accurate records of all banking facilities, guarantees, and securities.</li><li>Prepare periodic MIS reports on loan utilization, interest costs, and fund flow.</li></ul><p><b>5. Strategic &amp; Operational Support</b></p><ul><li>Support management in financial decision-making and cost optimization.</li><li>Evaluate new investment opportunities and provide financial risk assessments.</li><li>Participate in business planning, budgeting, and project cash flow forecasting.</li></ul><p><b>Key Skills &amp; Competencies:</b></p><ul><li>Strong knowledge of <b>project finance, banking operations, and real estate funding models.</b></li><li>Excellent negotiation and relationship management skills.</li><li>Proficiency in <b>financial modeling, MIS reporting, and Excel.</b></li><li>Sound understanding of <b>RBI norms, NBFC funding, and real estate regulations (RERA).</b></li><li>Analytical mindset with attention to detail and problem-solving abilities.</li></ul><p><b>Qualifications &amp; Experience:</b></p><ul><li><b>Education:</b> MBA (Finance) / CA / CFA or equivalent.</li><li><b>Experience:</b> Minimum <b>3-8 years</b> in banking, project finance, or treasury management &mdash; preferably in the <b>real estate or infrastructure sector.</b></li><li><b>Preferred Background:</b> Candidates from real estate developers, banks, or NBFCs handling real estate portfolios.</li></ul><p>Job Types: Full-time, Permanent</p><p>Pay: &#8377;35,000.00 - &#8377;50,000.00 per month</p><p>Benefits:</p><ul><li>Health insurance</li><li>Provident Fund</li></ul><p>Work Location: In person</p>

Banking sales manager

CNS Middle East

<div>
 CNS (Computer Network Systems) is a technology company in the middle-east &amp; has over 30 years of successful achievements and long-term partnerships with distinct customers across the region.
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 We are an IT distributor &amp; our expertise are in Banking &amp; Financial Service Insurance, Technology Enablement, IT Outsourcing, Cyber security, Digital Infrastructure, Hybrid Cloud, Digital Workplace, Customer Experience, Digital Transformation, and Block Chain.
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 <br/>
 We are a Part of the Ghobash Group of Companies, CNS spread across the region with offices in Abu Dhabi, Dubai, Oman, and Kuwait providing a holistic approach that covers all aspects of information communication technology system integration, consultancy, operation, managed services, and IT outsourcing.
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 <br/>
 CNS also has state-of-the-art network operation centers in Abu Dhabi and Dubai that develop in-house software and applications providing end-to-end solutions to our customers and partners.
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 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Collaborate with sales and technical teams to understand client needs and craft tailored solutions leveraging ATM, self-service, and digital branch technologies.
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   Lead technical proposals, RFP responses, and proposals throughout the sales lifecycle.
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   Engage with clients at the C-level, delivering compelling presentations and technical demonstrations.
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   Manage partner relationships, including new partner onboarding and ongoing partner management.
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   Contribute to digital transformation initiatives within the banking sector, aligning technological solutions with strategic goals.
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   Stay abreast of emerging payment technologies, industry trends, and innovations within the payment ecosystem.
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   Understand and communicate the overall bank architecture and interconnected systems.
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   Assist in technical evaluations, proof-of-concept demonstrations, and solution adherence.
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   Support internal teams in understanding and adopting new technological advancements.
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   Work seamlessly in a diversified, multi-national environment, demonstrating flexibility and cultural awareness.
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   Demonstrate strong analytical skills to assess client requirements and technical feasibility
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  </li>
 </ul>
 <strong>
  Qualifications
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 </strong>
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  <li>
   Bachelor&rsquo;s or Master&rsquo;s degree in Computer Science, Information Technology, Telecommunications, or related fields.
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   + 5 years of Experience in the same domain
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   <br/>
  </li>
 </ul>
 <strong>
  Additional Information
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 <ul>
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   Extensive experience working with ATM and self-service banking machines.
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   Proven experience with digital branch initiatives and digital transformation projects within banking.
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   Solid understanding of payment technologies, payment ecosystems, and related systems.
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   Familiarity with bank architecture and integrated banking systems.
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   Demonstrable ability to create technical proposals, handle RFPs, and participate actively in the entire sales process.
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   Experience in partner management, including onboarding new partners.
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   Excellent presentation skills, with the ability to communicate complex technical concepts to C-level executives.
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   Strong analytical and problem-solving skills.
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   Ability to learn and adapt quickly to new technologies and industry shifts.
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   Proven track record working in multicultural and multi-national settings.
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  </li>
 </ul>
 <em>
  Compliance with policies and procedures based on the ISO standards adopted by CNS.
 </em>
</div>


FINTECH – Pre-Sales Manager

Kotak Life

<div>
 <p>
  <strong>
   Job Title:
  </strong>
  Assistant Manager
 </p>
 <p>
  <strong>
   Role:
  </strong>
  Sales Manager&ndash; Credit Life Insurance
 </p>
 <p>
  <strong>
   Reports To:
  </strong>
  Senior Manager
 </p>
 <p>
  <strong>
   Education:
  </strong>
  Graduate
 </p>
 <p>
  <strong>
   Work Experience:
  </strong>
  1 &ndash; 3 years
 </p>
 <p>
  <strong>
   Work Location: Chembur, Mumbai (
  </strong>
  <em>
   Travel Required as per business needs)
  </em>
 </p>
 <p>
  <strong>
   Department: Financial Institutional Group
  </strong>
 </p>
 <p>
  <strong>
  </strong>
 </p>
 <p>
  <strong>
   About the Role:
  </strong>
 </p>
 <p>
  We are seeking a customer-focused Sales Executive to join our growing Credit Life Insurance business. This entry-level role is ideal for individuals looking to build a career in life insurance sales, particularly in the lending and financial services sector. You will work closely with banks, NBFCs, MFIs, and other lending institutions to promote credit life insurance products that protect borrowers and support financial inclusion.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Develop strong relationships with branch managers, loan officers, and key stakeholders to drive product adoption
  </li>
  <li>
   Achieve monthly and quarterly sales targets as defined by the business
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   Conduct product presentations, training sessions, and promotional activities to increase product penetration
  </li>
  <li>
   Educate customers (borrowers) about credit life insurance, benefits, and claim processes
  </li>
  <li>
   Ensure proper documentation, customer onboarding, and compliance during the sale process
  </li>
  <li>
   Monitor competitor activity and market trends to provide insights and recommendations
  </li>
  <li>
   Adhere to all regulatory and internal compliance guidelines
  </li>
  <li>
   Maintain accurate records of leads, sales, and customer interactions in the CRM or reporting tools
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Skills
  </strong>
 </p>
 <ul>
  <li>
   Strong communication and interpersonal skills
  </li>
  <li>
   Ability to build and maintain professional relationship
  </li>
  <li>
   Goal-oriented with a passion for sales
  </li>
  <li>
   Basic understanding of financial products and/or insurance
  </li>
  <li>
   Willingness to travel within assigned territor
   <strong>
    y
   </strong>
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What We Offer
  </strong>
 </p>
 <ul>
  <li>
   On-the-job training and development
  </li>
  <li>
   Clear career progression path in the life insurance industry
  </li>
  <li>
   Opportunity to work with leading financial institutions
  </li>
 </ul>
</div>


Sales Manager

AMGOMED

<div><div><div><div><b>Posted date</b></div> <div>24th October, 2025</div> <div><b>Last date to apply</b></div> <div>24th November, 2025</div>
</div><br>
<div><div><b>Country</b></div> <div>Pakistan</div> <div><b>Locations</b></div> <div>Peshawar, Lahore, Islamabad</div>
</div><br>
<div><div><b>Category</b></div> <div>Others</div></div></div></div><div></div>
<br><p></p><div><p><b>1. IT and Graphic Assistant, Islamabad</b></p>
<div>
<ul><li>Position Title: IT and Graphic Assistant</li></ul>
<ul><li>Duty Station: Islamabad</li></ul>
<ul><li>Fieldwork: Occasionally required</li></ul>
<ul><li>Directly Reports to: HR Manager</li></ul>
<ul><li>Salary &amp; Benefits: Corresponding to market benchmarking and employment history</li></ul>
<ul><li>Functional Links: HR, Marketing, Sales, Regulatory, and Senior Management teams</li></ul>
</div>
<p><b>2. Finance Manager, Islamabad</b></p>
<div>
<ul><li>Position Title: Finance Manager</li></ul>
<ul><li>Duty Station: Islamabad</li></ul>
<ul><li>Fieldwork: Occasionally required</li></ul>
<ul><li>Directly Reports to: Board of Governors</li></ul>
<ul><li>Salary &amp; Benefits: Corresponding to market benchmarking and employment history</li></ul>
<ul><li>Functional Links: Accounts Officer, Associate Financial Controller, HR, Admin, and external collaborators (banks, insurance, etc.)</li></ul>
</div>
<p><b>3. Oncology Sales Associate; Lahore</b></p>
<div>
<ul><li>Position Title: Oncology Sales Associate</li></ul>
<ul><li>Duty Station: Lahore</li></ul>
<ul><li>Fieldwork: Extensively required</li></ul>
<ul><li>Directly Reports to: Business/Oncology Manager</li></ul>
<ul><li>Salary &amp; Benefits: Corresponding to the market benchmarking and employment history</li></ul>
<ul><li>Functional Links: Including but not limited to the Marketing team, the financial team, senior management, clients, and customers</li></ul>
</div>
<p><b>4. Oncology Sales Associate, Peshawar</b></p>
<div>
<ul><li> Duty Station: Peshawar</li></ul>
<ul><li> Fieldwork: Extensively required</li></ul>
<ul><li>Directly Reports to: Business/Oncology Manager</li></ul>
<ul><li>Salary &amp; Benefits: Corresponding to the market benchmarking and employment history</li></ul>
<ul><li>Functional Links: Including but not limited to the Marketing team, the financial team, senior management, clients, and customers</li></ul></div><br>
<div><br>
</div><div>Note: The expiration date has been extended to <b>29th November</b>.</div></div><p></p>
<br><div><p>Apply By:</p>
<p>
 </p><p>Interested qualified candidates may apply on Amgomed website<br>
https://amgomed.org/careers/</p></div><p></p>

VACANCY ANNOUNCEMENTS

TRUVA FINANCIAL SERVICES LLC

<p>Lead and motivate your sales team to achieve and exceed targets. </p><p>Develop and implement effective sales strategies.  </p><p>Build and maintain strong client relationships to ensure repeat business.  </p><p>Conduct sales campaigns to generate bulk deals/sales.  </p><p>Monitor sales performance and drive continuous improvement.</p><p>Ensure team's productivity and efficiency KPI has been met </p><p></p>

Sales Manager- Financial Services

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