5445 Financial Products Jobs - Page 10

Location: Noida Sector-132 Experience: 1-5 years (AMEX / Credit Card / Banking Telesales experience mandatory) About the Role We are urgently hiring Tele Sales Executives with prior experience in AMEX (American Express) profiles . The role involves outbound calling, pitching AMEX products, and converting leads into successful sales while maintaining high customer service standards. Key Responsibilities Make outbound calls to potential customers for AMEX credit cards and related financial products . Clearly explain product features, benefits, and eligibility criteria. Achieve daily and monthly sales targets. Maintain accurate customer records and follow-ups. Handle customer queries profession...

Responsibilities: * Provide financial advice on investments & wealth management * Manage client portfolios with mutual funds & products * Ensure compliance with regulatory standards

Job Responsibility Managing the team of Wealth Managers and guiding them in understanding the financial need risk appetite of the client recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc Managing a team of Wealth Managers who interact with clients. Estimating, Forecasting and tracking of Sales and Revenue numbers. Meeting the Revenue targets the assigned teaM Manage the distribution of leads/resources to the team to ens...

What will you own This is a foundational role in Pices Cards Division You will be the operational backbone responsible for ensuring that our secured credit card product scales smoothly from launch to tens of thousands of users You will work closely with product, credit, risk, engineering, finance, and our partner banks to ensure flawless execution, smooth operations, and trust-building user experiences This is a role for someone with systems-thinking, structured execution, and a strong bias for solving operational & customer problems deeply Skills & Qualifications Required 36 years experience in operations, CX, process management, or program management (fintech / consumer tech / BFSI exposur...

Chevron is looking for Financial AnalystAI & ML to join our team Roles and Responsibility Analyze financial data using AI & ML techniques to identify trends and patterns. Develop and implement financial models to forecast revenue and expenses. Collaborate with cross-functional teams to drive business growth. Provide insights and recommendations to senior management on strategic decisions. Develop and maintain databases and spreadsheets to track financial performance. Identify areas for cost reduction and process improvement. Job Requirements Strong understanding of financial concepts and principles. Proficiency in AI & ML tools and technologies. Excellent analytical and problem-solving skill...

Key Responsibilities: Client Relationship Management: Build, manage, and deepen relationships with mass affluent clients (clients with investable assets ranging from 25 L to 75 L) Regularly meet clients to assess their financial objectives and provide advice on investment strategies, retirement planning Develop personalized wealth management plans based on individual client goals, risk tolerance, keeping in mind asset allocation framework Ensure clients are educated on financial products and services and guide them in making informed decisions Client Portfolio & Asset Management: Oversee and review client portfolios regularly to ensure alignment with their financial goals and market conditio...

Tekion Corp is looking for Lead Product Manager to join our team Roles and Responsibility Develop and implement product strategies to drive business growth. Collaborate with cross-functional teams to launch new products and features. Conduct market research and analyze customer feedback to inform product decisions. Create and manage product roadmaps and prioritize features based on business objectives. Work closely with the sales team to understand customer needs and preferences. Analyze data to measure product performance and make data-driven decisions. Job Requirements Strong understanding of product development processes and methodologies. Excellent communication and project management sk...

Barclays is looking for Equities Dealer to join our team Roles and Responsibility Manage and execute trades efficiently. Develop and maintain client relationships to understand their investment goals. Provide expert advice on equity markets and products. Analyze market trends and make informed decisions. Collaborate with other teams to achieve business objectives. Stay up with regulatory changes and industry developments. Job Requirements Strong knowledge of equity markets and products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with clients and providing ex...

Position - SVP / VP / AVP / Relationship Manager,Private Bankers- Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Minimum...

Position - SVP /VP / AVP / Relationship Managers , Private Bankers - Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Mini...

Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manage...

Ready to shape the future of work? At Genpact, we don’t just adapt to change—we drive it. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory, our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies’ most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that’s shaping the future, this is your moment. Genpact (NYSE: G) is anadvanced technology servi...

Job Purpose and Impact The Professional, Record to Report job performs moderately complex record to report activities to collect, process and present accurate financial data for the purposes of providing external information for decision making while ensuring compliance with financial transaction recording standards. With limited supervision, this job collaborates with multiple businesses and banks to complete moderately complex operational processes and procedures, compliance and data management for financial products and services and data systems. This job also partners to lead improvements in process execution, implements process changes and continuous improvement and assist with audit ac...

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Mandatory Key Ski...

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking 3) Networking and cultivating a good relationship with the clients 4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products6) 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 ...

Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients.

Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients.

Experience in direct selling of financial products including PMS and Advisory. Candidate should manage a minimum AUM of 50 Cr across PMS and Mutual Funds, with strong HNI relationships.

We are looking for a highly skilled and experienced Loan Officer to join our team. The ideal candidate will have a strong background in loans and excellent customer service skills. Roles and Responsibility Manage and process loan applications efficiently. Conduct thorough credit checks and risk assessments on potential clients. Develop and maintain relationships with existing customers to ensure timely payments and renewals. Identify new business opportunities through networking and referrals. Collaborate with internal teams to resolve customer complaints and issues. Stay updated with industry trends and regulatory changes to improve lending practices. Job Requirements Proven experience as a...

Project description Datamart Development work across multiple projects with a Leading Asia Pacific Bank. Work as part of the development team with the Bank''s Treasury and Markets IT team. Work on multiple projects related to automation and digitization of bank processes and systems that are integrated with the Murex system. Responsibilities Analyze, design, and configure the database for Murex Datamart implementation. Detailed understanding and working knowledge of the configuration of Murex Datamart objects. Ability to carry out configuration for accounting, transaction, compliance, PL, cash flow, etc. reports. SQL language, preferably in a Sybase environment. Should have knowledge of the ...

Your Role: As a Client Financial Partner, you ll directly impact the way clients build their financial future You will engage with high-net-worth individuals (HNWIs), evaluate their portfolios and guide them on investment strategies Key Responsibilities: Transition your existing client relationships to Dezerv based on merit Conduct pre-scheduled, high-value online meetings with potential clients (portfolio size of 50L+) Use Dezerv s proprietary tech-driven approach to provide data-driven insights on clients portfolios Articulate Dezerv s unique value proposition to convert high-intent leads into investors Cultivate trust and foster lasting relationships with clients through exceptional servi...

Role & responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with asset collection....

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Manageme...

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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. Mandatory Key Skills Wealth Management , Relationship Management, I...

Dear Candidates, Greetings! Enclosed the below JD- Job Description BDE-Sales (BFSI) Location: Kochi. Mode- Remote/Offsite. Department: Sales / Business Development Industry: BFSI (Banking, Financial Services & Insurance) Role Summary- We are looking for a dynamic and smart Junior Sales Executive with 13 years of experience in the BFSI sector . The ideal candidate should have excellent communication and presentation skills, a strong understanding of financial products, and the ability to build and maintain client relationships. Key Responsibilities Identify, qualify, and convert leads in the BFSI segment. Present financial products/services to clients with clarity and confidence. Build and ma...