3089 Financial Products Jobs

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

Role Overview: You will be a team member of the Employee Compliance Department in Central Compliance, focusing on reviewing, approving, and monitoring employee activities related to Personal Account dealing Trading, Outside Business Interests, Private Investments, Employee Trade Surveillance, and Consequence Management for APAC, Americas, and EMEA regions. Your role is crucial in upholding ethical conduct, identifying regulatory solutions, and promoting a culture of Compliance within the Bank. Key Responsibilities: - Gain hands-on experience in various processes of Employee Compliance including Personal Account dealing Trading, Outside Business Interests, Private Investments, Employee Trade ...

Role Overview: As a Relationship Manager, your primary responsibility will be managing clients, acquiring new clients, and offering financial solutions pertaining to investments and broking. A successful candidate for this role should possess strong interpersonal skills, market knowledge, and the ability to analyze and advise on various investment options to assist clients in reaching their financial objectives. You will serve as the main point of contact for client queries and concerns, establishing and maintaining robust and lasting relationships with clients. Additionally, you will keep clients informed about new products, investment opportunities, and market updates. Key Responsibilities...

Role Overview: - As a Deputy Sales Manager focusing on Secured Business Loans (Micro LAP) in the Karimnagar area, specifically at CVRN Road, you will be responsible for managing a team of sales professionals to drive business growth and achieve sales targets. Your primary focus will be on promoting secured business loans to potential clients, ensuring that all required documentation is in order, and providing exceptional customer service throughout the loan process. Key Responsibilities: - Develop and implement sales strategies to expand the customer base and increase loan disbursements. - Ensure all required documentation is in order for secured business loans. - Provide exceptional custome...

As a Senior Service Relationship Manager at IDFC FIRST Bank, located in Koramangala, Bengaluru, Karnataka, India, you will play a crucial role in managing and maintaining relationships with high net worth clients in the Wealth Management division of the Retail Banking department. Your primary focus will be on providing exceptional service and support to ensure client satisfaction and retention. - Building and nurturing strong relationships with high net worth clients - Understanding clients" financial goals and offering personalized solutions - Serving as a primary point of contact for clients, addressing inquiries promptly - Collaborating with the Sales team to identify new business opportu...

As a Money Coach at Lxme, you will play a crucial role in educating, inspiring, and supporting women to manage their finances effectively. Your responsibilities will include: - Hosting engaging presentations, live sessions, webinars, and events on various personal financial topics like investments, budgeting, insurance, debt, and tax planning. - Researching and developing financial content such as blogs, guides, and interactive tools to simplify complex concepts and facilitate effective financial planning. - Actively engaging with the LXME community by providing empathetic responses to queries and creating a supportive, problem-solving environment. - Staying updated on investment products, m...

Job Type: Full Time Experience: 1 Years to 4 Years Type: Virtual Hiring Last Date: 30-Sep-2025 Posted on: 08-Aug-2025 Salary per month: Rs 15000 Rs 35000 of vacancies: 15 Gender: Both Education: Any Graduate Sublocation: Malad West Skills: Sales We are looking for enthusiastic Sales Executives who can drive revenue by identifying potential leads, building strong client relationships, and closing deals The ideal candidate should have a strong interest in legal-financial solutions, and for the IT Sales role, a sound understanding of legal-tech products is preferred, Sales Key Responsibilities Identify and qualify potential leads via cold calling, networking, referrals, or market research, Buil...

About The Company Aspire is the leading all-in-one finance operating system for growing businesses We are on a mission to reinvent business finance for a new generation of entrepreneurs and business owners, empowering startups and SMBs to realise their full potential, Founded in 2018, Aspire has raised over USD 300M+ across equity and debt from world-class investors In 2023, we successfully closed an oversubscribed USD 100 million Series C equity round led by Sequoia Capital and Lightspeed Ventures with participation of Tencent, Paypal Ventures, LGT Capital Partners, Picus Capital and MassMutual Ventures To power our solutions, we have partnered with some of the best companies in the world s...

Role Overview: As a member of the team at Kristal.AI, you will play a crucial role in managing channel partners and institutional relationships to promote offshore investment ideas through the platform. You will be responsible for addressing client queries, designing business development strategies, and providing end-to-end solutions to partners. Your performance will be assessed based on key result areas such as gross sales, net revenue, and client acquisitions. Key Responsibilities: - Empaneling and managing channel partners including Mutual Fund Distributors, Boutique Wealth Management Firms, and Ex Private Bankers turned entrepreneurs. - Engaging and scaling relationships with wealth man...

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to clients around the world. If you are seeking challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco and make a difference every day. Your Role: - Daily Monitoring of investment restrictions and guidelines. - Learn and practice rule coding and testing in Order Management System (OMS). - Responsible for identifying any unusual or potential breaches...

Role Overview: As a Marketing Communication professional at our organization in Agra, you will be responsible for developing and executing comprehensive marketing communication strategies to enhance the visibility of our products, services, and brand. Your role will involve managing social media accounts, creating engaging content across various channels, and staying abreast of industry trends to capitalize on growth opportunities. Key Responsibilities: - Develop and implement marketing communication strategies and plans to effectively promote our offerings and brand. - Manage social media accounts to increase followers, boost engagement, and raise brand awareness. - Create compelling conten...

As a Cluster Head / Regional Head - Private Wealth at our client, one of the leading NBFCs, your role will involve managing and expanding the portfolio of private wealth clients. You will be responsible for overseeing a team of wealth managers and ensuring high-quality service delivery. Your duties will include developing and implementing business strategies, monitoring market trends, and ensuring compliance with regulatory requirements. Additionally, you will be accountable for achieving financial targets, building strong client relationships, and representing the company at various industry forums and events. Key Responsibilities: - Experience in private wealth management, portfolio manage...

BetaNXT powers the future of connected wealth management infrastructure solutions, leveraging real-time data capabilities to enhance the wealth advisor experience. Combining industry expertise with the power of our proven Beta, Maxit, and Mediant businesses, we are focused on solving our customers most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. Our comprehensive approach reduces enterprise cost, streamlines operations processes, increases advisor productivity, and enhances the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable ent...

Key Responsibilities Build and maintain strong relationships with existing and potential clients. Act as the primary point of contact for clients to ensure smooth service delivery and satisfaction. Identify client needs and provide appropriate solutions, products, or services. Achieve business targets through cross-selling, upselling, and new client acquisition. Develop and implement strategies to increase revenue and client retention. Handle client queries, resolve issues, and ensure timely support. Maintain regular follow-ups, meetings, and reviews with clients to strengthen partnerships. Track market trends, competitor activities, and share insights with the team. Prepare reports on clien...

Area Manager - Rural Consumer Durable/Senior Area Manager - Rural Consumer Durable Area Manager - Rural Consumer Durable / Senior Area Manager - Rural Consumer Durable Job Purpose Will be responsible to design and institutionalize best-in-class processes around Sales Compliance for multiple products across Rural Business. The goal will be to reduce incidents of compliance by continuously highlighting areas of lapses and implementing remedial measures to eliminate the same. Duties and Responsibilities Identifying key triggers for sampling Understand different parameters and areas where lapses are possible, thereby identifying triggers on SFDC which can provide better catch rates. This is a ke...

Area Manager - Rural Consumer Durable / Senior Area Manager - Rural Consumer Durable Job Purpose Will be responsible to design and institutionalize best-in-class processes around Sales Compliance for multiple products across Rural Business. The goal will be reducing incidents of compliance by continuously highlighting areas of lapses and implementing remedial measures to eliminate the same. Duties and Responsibilities Identifying key triggers for sampling Understand different parameters and areas where lapses are possible, thereby identifying triggers on SFDC which can provide better catch rate. This is a key productivity management activity. Once identified, create SFDC reports for these tr...

Area Manager - Rural Consumer Durable/Senior Area Manager - Rural Consumer Durable Job Purpose Will be responsible to design and institutionalize best-in-class processes around Sales Compliance for multiple products across Rural Business. The goal will be reducing incidents of compliance by continuously highlighting areas of lapses and implementing remedial measures to eliminate the same. Duties and Responsibilities Identifying key triggers for sampling Understand different parameters and areas where lapses are possible, thereby identifying triggers on SFDC which can provide better catch rate. This is a key productivity management activity. Once identified, create SFDC reports for these trig...

Area Manager - Rural Consumer Durable / Senior Area Manager - Rural Consumer Durable Job Purpose Will be responsible to design and institutionalize best-in-class processes around Sales Compliance for multiple products across Rural Business. The goal will be reducing incidents of compliance by continuously highlighting areas of lapses and implementing remedial measures to eliminate the same. Duties and Responsibilities Identifying key triggers for sampling: Understand different parameters and areas where lapses are possible, thereby identifying triggers on SFDC which can provide better catch rate. This is a key productivity management activity. Once identified, create SFDC reports for these t...

Lead - Microfinance Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities Development implementation of consistent as well as standardized business processes. Identify, gather, analyze, and document business requirements and translate these into specifications. Effectively communicate business specifications to partners regarding UI/UX, agreement, and other onboarding requirements. Liaise with internal and external stakeholders for development, integration, successful implementation, go-live, and partner engagement post go-live. Understand, enhance, and deliver improved processes. Assist support teams with other initiatives as and when required. Required Quali...

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, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, add...

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, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

Position - Areas Sales Manager, Investments & Third Party Financial Products Distribution 1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking. 2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing at least 5- years of prior experience in team management. 3) Should go on client calls with the Asst ASMs RMs 4) Collaboration and Marketing: Work closely with the marketing team to effectively market products. Collaborate with Relationship Managers, Dealers, and Partners for product distribution. 5) Goal Achievement: Drive and ...

Deputy Manager - Operations and Service Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities In-depth understanding of the financial products and credit policies for Secured and Unsecured business lines. Responsible for managing credit verification vendors and ensuring TAT as well as quality standards defined by BFL are adhered to. Responsible for end-to-end disbursement and payment process for Secured and Unsecured business. Drive adherence to various processes and policies defined by central teams at location level. Responsible for managing OTC and PDD process at Combo locations (Secured/Unsecured) and ensure NIL process gaps. Ensure teams are well updated ...

Deputy Manager - Operations and Service Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities In-depth understanding of the financial products and credit policies for Secured and Unsecured business lines. Responsible for managing credit verification vendors and ensuring TAT as well as quality standards defined by BFL are adhered to. Responsible for end-to-end disbursement and payment process for Secured and Unsecured business. Drive adherence to various processes and policies defined by central teams at the location level. Manage OTC and PDD processes at Combo locations (Secured/Unsecured) and ensure NIL process gaps. Ensure teams are well updated with the lat...