4294 Financial Products Jobs

Role Overview: As a part of the Mid Corporate Group - Ratings-Business Development team at CRISIL, you will play a crucial role in originating and enhancing the Rating Business for the mid/Large Corporate Group in your assigned region. Your responsibilities will include acquiring new clients, maintaining strong relationships with existing clients, and identifying opportunities to migrate clients from unrated to rated domain. You will also be responsible for building market intelligence, preparing sales plans, and achieving revenue targets. Key Responsibilities: - Utilize your experience in the sales domain to acquire new clients and maintain relationships with existing clients - Onboard clie...

Job Description: As an Equity Dealer, your role will involve managing clients" portfolios by assessing their needs and providing investment advice based on research reports. You will be responsible for communicating trading and investment ideas to customers, trading on behalf of clients, and generating brokerage. Additionally, you will engage in cross-selling third-party products, conducting research, and cultivating client relationships. Key Responsibilities: - Manage clients" portfolios by assessing their needs and providing investment advice. - Communicate trading and investment ideas to customers. - Execute trades on behalf of clients. - Generate brokerage. - Cross-sell third-party produ...

As a Corporate Trainer at Laverne Fintech, your role involves designing and delivering effective training programs to enhance employee skills, improve job performance, and support the company's goals by fostering a culture of continuous learning. Your responsibilities will include: - Conducting Training Sessions: - Delivering engaging and effective in-person or virtual training on company product knowledge, communication, time management, etc. - Creating, revising, and maintaining training materials, manuals, SOPs, and e-learning modules tailored to company needs. - Using real-life case studies and company examples for practical learning. - Conducting post-training assessments to measure lea...

As a Senior Corporate Manager in Insurance Sales, your role involves overseeing and driving corporate business operations, managing key client relationships, and ensuring revenue growth through strategic partnerships and business development initiatives. You will be responsible for planning, executing, and coordinating across teams to deliver comprehensive insurance or financial solutions tailored to corporate clients. Key Responsibilities: - Develop and implement strategic business plans to achieve corporate sales and revenue targets. - Identify, acquire, and manage large corporate clients for group and non-group insurance products. - Collaborate with insurance companies and underwriters fo...

Role Overview: You will be responsible for acquiring new clients and originating Rating Business for mid/large corporate groups in the assigned region. Your role will involve maintaining and enhancing strong relationships with existing and new clients, as well as identifying unrated clients and assisting them in transitioning to the rated domain. Additionally, you will be expected to build market intelligence, develop sales plans, and achieve revenue targets on a quarterly and annual basis. Your expertise in sales, client onboarding, relationship building, and financial products will be crucial for success in this role. Key Responsibilities: - Acquire new clients and originate Rating Busines...

Role Overview: Tower Research Capital, a leading quantitative trading firm founded in 1998, is seeking a talented individual to join their team as a Trading Support Engineer. At Tower, you will be part of a dynamic environment where innovation and excellence are valued. As a Trading Support Engineer, you will play a crucial role in providing technical support for the production trading systems, ensuring their smooth operation and reliability. Key Responsibilities: - Solve problems by providing level one and level two support for Production Trading support systems - Manage the widely-deployed Order Management System and Market data delivery systems - Monitor and report on the status and healt...

As an RM (Relationship Manager) Dealing professional at SMC Global Securities Ltd., your role will involve managing client relationships, handling trading operations, and assisting clients with investment decisions. You will be responsible for executing trades, providing financial advice, monitoring market trends, and ensuring client satisfaction. It is crucial to maintain high standards of service and comply with organizational policies to excel in this position. Key Responsibilities: - Manage client relationships and provide excellent customer service - Execute trades efficiently and accurately - Offer financial advice and assist clients with investment decisions - Monitor market trends an...

Job Description You are a strategic thinker passionate about driving solutions in Treasury. You have found the right team. As a Liquidity Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be instrumental in managing the liquidity, balance sheet, and capital positions of our Investment Banking businesses. In this role, you will engage with a variety of stakeholders, including senior leadership and global teams, to develop and implement strategies that enhance our risk management capabilities. This position offers a dynamic and fast-paced environment, ideal for individuals with a keen interest in capital markets and econom...

Hiring, Investment Management and Risk Data Product Owner - ISS Data (Associate Director) About team The Technology function provides IT services to the International business, globally. These include the development and support of business applications that underpin our revenue, operational, compliance, finance, legal, marketing and customer service functions. The broader organisation incorporates Infrastructure services that the firm relies on to operate on a day-to-day basis including data centre, networks, proximity services, security, voice, incident management and remediation. The ISS Technology group is responsible for providing Technology solutions to the Investment Solutions & Servi...

Company Description Saarathi Finance is a registered Non-Banking Financial Company (NBFC) committed to simplifying access to capital for small business owners and MSMEs across India. With a focus on Tier 2 and Tier 3 cities, Saarathi provides secured and unsecured loan options designed to meet real-world challenges. The company offers fast processing with minimal documentation, flexible repayment options, and doorstep services, ensuring accessibility and ease for businesses in need. Saarathi strives not just to lend money but to support its customers with care, clarity, and confidence as they take bold steps toward growth and success. Role Description This is a full-time on-site role for a R...

Job Requirements Role : Relationship Manager-Current Account Job Location : Delhi Job Description For Relationship Manager-Current Account We are currently seeking a dedicated Relationship Manager for our Current Account department. The ideal candidate will be responsible for managing and growing relationships with our current account holders. This role requires excellent communication skills, a strong understanding of financial products, and the ability to provide exceptional customer service. Key Responsibilities Develop and maintain relationships with current account holders Identify opportunities to cross-sell products and services Provide personalized financial advice and solutions to m...

Company Description InstaLaxmi is India's first and largest B2B Digital Gold company, offering innovative digital solutions tailored for jewellers. Our platform includes features such as loyalty programs and gamified tools to enhance consumer engagement and boost business operations. We focus on creating user-friendly platforms that align with consumer behavior, providing jewellers with the tools to increase app usage and drive growth. InstaLaxmi is revolutionizing the way jewellers interact with digital gold in the modern marketplace. Role Description This is a full-time, on-site role for a Business Development Manager based in Thrissur, South India. The candidate will be responsible for dr...

Company Description We suggest you enter details here. Role Description This is a part-time, on-site role for a Salesperson located in Kolkata. The Salesperson will engage in day-to-day tasks such as identifying customer needs, presenting Kotak Life's products, and managing client relationships. The role includes generating leads, conducting client meetings, and achieving sales targets. Qualifications Exceptional communication and interpersonal skills for client engagement and support Proven ability in lead generation, sales strategy implementation, and achieving targets Understanding of financial products, customer service, and market trends Organizational and time management skills to hand...

Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Responsible for meeting sales targets Conduct presentation for existing Government employees Call and regularly visit for sales calls Retirement planning like Annuity Sales Manage Axis Bank branches assigned and activate the channel partners Responsible for meeting sales targets by daily connecting with the Nodal Officers / employees in Government offices and assist them with the product and performance report under NPS Guide them with the end-to-end processes by ensuring employee opts for Axis PFM at time of NPS registration Conduct presentation for existing Government employees and thereby get their existing Govt employees migrate their legacy Pension Funds from other PFM to Axis Pension F...

Responsible for meeting sales targets Conduct presentation for existing Government employees Call and regularly visit for sales calls Retirement planning like Annuity Sales Manage Axis Bank branches assigned and activate the channel partners Responsible for meeting sales targets by daily connecting with the Nodal Officers / employees in Government offices and assist them with the product and performance report under NPS Guide them with the end-to-end processes by ensuring employee opts for Axis PFM at time of NPS registration Conduct presentation for existing Government employees and thereby get their existing Govt employees migrate their legacy Pension Funds from other PFM to Axis Pension F...

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service. This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team. You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of financial products Drive enhancement of the deposit pool from existing and new customers. Ensure high standards of customer service delivery across all touchpoints. Promote and achieve cross-selling targets for non-deposit products. Lead sales initiatives for Mut...

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of financial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint. Conduct 100% field-based customer acquisition for Savings and Current Accounts through: Canopy and Umbrella activities Cold calling Referrals and open market sourcing Drive cross-selling of financial products such as: Life Insurance (LI) General Insurance (GI) Systematic Investment Plans (SIP) Personal Loans (PL) Fixed Deposits (FD) Work within assigned geographical areas (m...

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of financial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint. Conduct 100% field-based customer acquisition for Savings and Current Accounts through: Canopy and Umbrella activities Cold calling Referrals and open market sourcing Drive cross-selling of financial products such as: Life Insurance (LI) General Insurance (GI) Systematic Investment Plans (SIP) Personal Loans (PL) Fixed Deposits (FD) Work within assigned geographical areas (m...

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of financial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint. Conduct 100% field-based customer acquisition for Savings and Current Accounts through: Canopy and Umbrella activities Cold calling Referrals and open market sourcing Drive cross-selling of financial products such as: Life Insurance (LI) General Insurance (GI) Systematic Investment Plans (SIP) Personal Loans (PL) Fixed Deposits (FD) Work within assigned geographical areas (m...

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of financial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint. Conduct 100% field-based customer acquisition for Savings and Current Accounts through: Canopy and Umbrella activities Cold calling Referrals and open market sourcing Drive cross-selling of financial products such as: Life Insurance (LI) General Insurance (GI) Systematic Investment Plans (SIP) Personal Loans (PL) Fixed Deposits (FD) Work within assigned geographical areas (m...

We are seeking a dynamic and results-driven Relationship Manager to lead retail sales initiatives in the AGRI-FIN and Tractor Loans segment. The ideal candidate will have a strong background in banking, particularly in retail liabilities, and a proven track record in sales and customer relationship management. This role involves enhancing the deposit pool, cross-selling financial products, and ensuring regulatory compliance while driving branch profitability and team productivity. Sales & Business Development Enhance the deposit pool from existing and new customers. Drive sales of non-deposit products including Mutual Funds and Insurance. Achieve cross-selling targets progressively across pr...

We are seeking a dynamic and results-driven Relationship Manager to lead retail sales initiatives in the AGRI-FIN and Tractor Loans segment. The ideal candidate will have a strong background in banking, particularly in retail liabilities, and a proven track record in sales and customer relationship management. This role involves enhancing the deposit pool, cross-selling financial products, and ensuring regulatory compliance while driving branch profitability and team productivity. Sales & Business Development Enhance the deposit pool from existing and new customers. Drive sales of non-deposit products including Mutual Funds and Insurance. Achieve cross-selling targets progressively across pr...

We are looking for a customer-focused and experienced Senior Desk Officer (SDO) to support branch banking operations and deliver high-quality service to walk-in customers. The SDO will play a key role in servicing clients across segments, resolving queries, and supporting the Service Officer as needed. This role also involves non-transactional servicing, reconciliation, and cross-selling of financial products. Service walk-in customers across all segments, ensuring prompt and courteous assistance Generate leads for New-To-Bank (NTB) customers and actively cross-sell financial products Act as a backup to the Service Officer (SO) during peak hours or absences Handle non-transactional servicing...

We are looking for a customer-focused and experienced Senior Desk Officer (SDO) to support branch banking operations and deliver high-quality service to walk-in customers. The SDO will play a key role in servicing clients across segments, resolving queries, and supporting the Service Officer as needed. This role also involves non-transactional servicing, reconciliation, and cross-selling of financial products. Service walk-in customers across all segments, ensuring prompt and courteous assistance Generate leads for New-To-Bank (NTB) customers and actively cross-sell financial products Act as a backup to the Service Officer (SO) during peak hours or absences Handle non-transactional servicing...