5445 Financial Products Jobs

What you will accomplish : Own and drive the product and CX strategy, develop requirements and drive roadmap execution for Seller Capital financing partner products. Discover and address customer pain points across the customer journey via qualitative and quantitative data-driven approaches to validate and understand the customer problem. Constantly challenge the status quo, leveraging industry trends, market dynamics, and voice of the customer to improve product portfolio (incl. expansion to new financial products such as insurance) and CX journey. Collaborate with the eBay Product Marketing and Communications teams to craft and execute tailored marketing and communication strategies that a...

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skil...

Education :MBA/ BBM Job Summary: looking for Sales Executive in automobile company.should have strong communication skills,having good working experience automobile sectore in Sales domain. About The Role :: Be the first point of contact between customers and the dealership Demonstrate features and options on all vehicles in inventory Answer basic questions about financing and other optional financial products Promote the companys service and finance department with buyers to ensure customer loyalty Perform vehicle delivery for buyers after a purchase has been completed Routinely follow up with buyers to ensure continued satisfaction Contribute to dealership sales data by filling out standar...

As a Capital Consultant at Recur Club, you will play a pivotal role in expanding our client portfolio and nurturing long-term relationships. Your responsibilities will revolve around identifying and strategically onboarding new clients, understanding their unique use cases, and guiding them through our platform's features and processes with a customer-obsessed mindset. Additionally, you will be responsible for managing and deploying funds to existing clients mapped to you, ensuring their ongoing financial needs are met. Your work will directly contribute to the growth and success of our clients while upholding Recur Club's values and commitment to excellence. - Identify and engage with poten...

Role Overview: You will be the Business IT Process Owner (BITPO) for Market Risk Reporting at Wipro Limited. Your main responsibility will be overseeing the Run the Bank and continuous improvement of market risk reporting processes within the bank. This is crucial for ensuring that risk reports are accurate, timely, and compliant with regulatory requirements and internal risk management strategies. As the BITPO, you will collaborate with risk teams, IT, and business stakeholders to optimize reporting workflows and maintain data integrity. Strong analytical skills, a background in banking regulations, and experience in process improvement are essential for ensuring regulatory compliance and e...

As a candidate for this role, you will be responsible for the following: - Build and maintain strong relationships with clients, particularly schools and educational institutions. - Promote and sell School Loans, Loan Against Property (LAP), and other financial products. - Achieve monthly and quarterly sales targets. - Conduct client visits and follow up on leads. - Coordinate with internal teams for loan processing and disbursal. Qualifications required for this position include: - Strong interpersonal and communication skills. - Proven experience in sales or client relationship management. - Knowledge of financial products and services. - Ability to work towards and achieve set targets. Pl...

Role Overview: At EY, you will be part of the Financial Services Office (FSO) and specifically work in the Quantitative Trading Book (QTB) team. As a Business Consulting QAS, you will play a crucial role in assisting clients to design and implement strategic changes across risk management, treasury, and capital markets activities. Key Responsibilities: - Demonstrate deep technical capabilities and industry knowledge of financial products - Lead components of client engagements while delivering quality services - Stay updated on market trends and demands in the financial services sector - Monitor progress, manage risks, and effectively communicate with stakeholders - Mentor junior consultants...

Company Description Anand Rathi Share and Stock Brokers Ltd., a key part of the Anand Rathi Group, has been a trusted name in the financial services sector since its founding in 1994. The company offers a comprehensive range of financial services, including investment management, private wealth advisory, institutional equities, investment banking, insurance broking, and NBFC. With over 95 branches in 57 cities, 4,000+ professionals, and more than 6.5 lakh registered customers, Anand Rathi is known for delivering expert research, advisory services, and advanced digital platforms to enhance client investments. The firm operates both domestically across India and internationally with offices in...

Role Description This is a full-time on-site role located in Hyderabad for the position of Area Head. The Area Head is accountable for overseeing and managing the financial operations, leading sales teams, ensuring customer satisfaction, and driving business growth within the assigned region. The role involves designing and executing sales strategies, developing long-term client relationships, ensuring achievement of business targets, and compliance with company policies. The Area Head serves as a key leader in identifying growth opportunities and ensuring seamless collaboration between multiple teams. Qualifications Proficiency in Business Development and Sales Management with a focus on dr...

Department: Workplace Investing Operations Reports To: Team Lead/Assistant Manager Level: Grade 2 About your team Retirements - GPS Delivery team supports and maintains pension administration services for a wide range of corporate/retail clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery. GPS Retirements teams is AA rated process that handles Disinvestment requests and producing Retirement Projections for Workplace Investing/ Retail members and Financial Advisers. Retirements - GPS Delivery team is responsible to process few ...

Position - Senior Associate Practice Area - Banking Location - Mumbai Qualification - Qualified lawyer and must be enrolled in Bar Council of India Work Experience - 5 to 7 years in Banking & Finance Practice About Trilegal: Trilegal is a leading full-service law firm in India with over 25 years of experience, trusted for its in-depth expertise and client-centric approach. The firm advises a diverse set of clients, including Fortune 500 companies, global investment funds, major Indian conglomerates, domestic and international banks, technology and media giants, family offices, and high-net-worth individuals. Expertise in the Banking & Finance Practice : Financial products, including project ...

Leading Finance AMC Company is hiring for Relationship Manager Roles New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a monthly basis. Migrating offline clients to do online trading. Regular updates to the immediate superior as a when required. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth kno...

Leading Finance AMC Company is hiring for Relationship Manager Roles New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organisation on a monthly basis. Migrating offline clients to do online trading. Regular updates to the immediate superior as a when required. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth kno...

Position Relationship Manager & Sr. Relationship Manager Location Assigned Branch Reporting to Branch Head Experience 2 to 6 Years Grade IL 5 Specific Responsibilities Responsible for achieving targets for broking and TPP revenue. Responsible for margin collections for trades both online and through various payment modes Responsible for working on the mapped client base to ensure activation, reactivation and retention of potential new clients. Responsible for cross-selling LI/GI/HI/bonds/MLD/NCD/Gold -only direct acquisition. Identity new business opportunity with existing clients including cross selling & upselling. Mapping relationship with existing clients & enhancing advisory services. R...

About the role In this role, you will be expected to lead one or more lending products, you will play a vital role in shaping the direction of the business and essentially own the P&L and success of the product. You can expect to work on a wide range of problem statements spanning across business, product, P&L, team management and growth and create impact for our users and the organization. What you will do Build and scale business: develop a deep understanding of user needs for credit and build a differentiated product offering catering to different segments. This will need you to strategize and execute with a problem-first and impact mindset. You will be owning the strategy, building partn...

Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Main Accountabilities Client Acquisition and Relationship Management: Address HNI clients for investment requirements, throug...

Key Objective of the Job: Main Accountabilities Client Acquisition: Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships. Also, adding Channel partners, Direct selling Agents to multiply the business scope. Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment & Channel Partners Understand clients financial goals, challenges, and opportunities. Identify new business opportunities and revenue streams within the corporate finance sector. Expand the client base and promote financial products and services. Major Deliverables: Deal Struc...

Job Title Sales Trainer - Capital Markets We are looking for a high-energy professional with strong knowledge of capital markets and a passion for training and capability building. The role involves creating high-quality content on investment and capital markets and delivering impactful training sessions to frontline sales teams. Key responsibilities Design, develop and update training modules on capital markets, investment products, market fundamentals, and sales application of these concepts. Create engaging content such as presentations, playbooks, micro-learning videos, quizzes and case studies. Simplify complex financial concepts for easy understanding of new and experienced sales profe...

We are looking for high energy, young professionals who are passionate about training delivery and development of young sales professionals. Key responsibilities Plan monthly training needs as per the business requirement of the assigned channel/geography Announce training schedules weekly/monthly in conjunction with Top City / Growth Market head Conduct sales training programs for the various distribution channels Conduct training sessions to drive various KPIs of assigned channel; e.g. new advisor training (Safalya), activation, productivity, specified person (SP) certification, campaign based training etc. Drive training program on various sales pitches, opening & closing of sales call an...

Responsibilities: The Lead analyst will be an integral part of the team wherein he will support the larger team in New York. Responsibilities: Primary responsibilities will include: • Sound knowledge on Term Loans, Bonds, Revolving Loans, DDTL, Private Credits and Alternative assets. • Understanding of cash and position reconciliation. Investigating and resolving cash/position breaks. • Understanding the financial risk involved in the process and ensuring controls/checklists are in place. • Coordinate with various parties such as internal teams and clients to resolve breaks/queries efficiently. • Handling various client queries raised by clients and close them within given TAT. • Thinking cr...

Role Overview: As a Client Relationship Manager, your main responsibility is to source new clients for various loan products and guide them through the loan products, eligibility, interest rates, and documentation requirements. You will assist clients in completing and submitting loan applications, coordinate with banks, NBFCs, and internal teams for processing, and focus on building and maintaining long-term customer relationships. Achieving monthly sales and conversion targets, updating the CRM regularly, and managing follow-ups proactively are also key aspects of your role. Key Responsibilities: - Source new clients for various loan products - Explain loan products, eligibility, interest ...

Role Overview: As a Business Development Manager, your primary role will be to originate NTB prospects through direct sourcing and open market channels. You will be responsible for acquiring customers and taking their proposal up to the stage of disbursement. Meeting existing customers to generate business opportunities and revenue will also be a key part of your responsibilities. Key Responsibilities: - Catering to businesses with turnovers ranging from Rs 100 to 500 crores in Emerging Business, Rs 500 to 1000 crores in Mid Corporate, and Rs 1000 crores & above in Large Corp. You will provide different working capital facilities such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance...

Role Overview: As a Mortgage Sales Manager, your primary responsibility will be to manage mortgage sales and drive profitable sales growth in accordance with targets. You will have overall ownership of the Mortgage business for the assigned locations or cluster. Your role will involve understanding customer requirements, building relationships with clients, managing IRR for growth, and achieving profit targets for the locations. Additionally, you will be responsible for achieving sales targets, team management, ensuring market penetration, and introducing new marketing initiatives. Key Responsibilities: - Understand customers' requirements and ensure prompt service delivery. - Build and main...

Position - Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...