3089 Financial Products Jobs - Page 10

Develop and execute strategies to identify and establish new channels for product distribution, including retailers, distributors, and online platforms. Utilize various lead generation tools and techniques to gather contact information and qualify Required Candidate profile Maintain a thorough understanding of company products, features, and benefits, and provide training and support to other team members to enhance their product knowledge and sales effectiveness. Perks and benefits 10 LPA + Incentive

Job Purpose This position is open with Bajaj finance limited Duties and Responsibilities Responsibilities: Responsible for overall branch operations,performance & profitability of the branch. Drive & participate in field-marketing activities of various financial products along with the team to improve brand visibility Plan,conduct & monitor the branch & field level marketing activities to ensure health pipeline of leads resulting into business conversion & branch growth Focus on customer engagement for new customer acquisitions & retainment of old customers Conducting error free valuation & appraisal of gold ornaments being pledged in branch with correct weight & purity assessment as per com...

Job Purpose This position is open with Bajaj finance limited Duties and Responsibilities Responsibilities: Responsible for overall branch operations,performance & profitability of the branch. Drive & participate in field-marketing activities of various financial products along with the team to improve brand visibility Plan,conduct & monitor the branch & field level marketing activities to ensure health pipeline of leads resulting into business conversion & branch growth Focus on customer engagement for new customer acquisitions & retainment of old customers Conducting error free valuation & appraisal of gold ornaments being pledged in branch with correct weight & purity assessment as per com...

Job Purpose This position is open with Bajaj finance limited Duties and Responsibilities Responsibilities: Responsible for overall branch operations,performance & profitability of the branch. Drive & participate in field-marketing activities of various financial products along with the team to improve brand visibility Plan,conduct & monitor the branch & field level marketing activities to ensure health pipeline of leads resulting into business conversion & branch growth Focus on customer engagement for new customer acquisitions & retainment of old customers Conducting error free valuation & appraisal of gold ornaments being pledged in branch with correct weight & purity assessment as per com...

Job Purpose This position is open with Bajaj finance limited Duties and Responsibilities Responsibilities: Responsible for overall branch operations,performance & profitability of the branch. Drive & participate in field-marketing activities of various financial products along with the team to improve brand visibility Plan,conduct & monitor the branch & field level marketing activities to ensure health pipeline of leads resulting into business conversion & branch growth Focus on customer engagement for new customer acquisitions & retainment of old customers Conducting error free valuation & appraisal of gold ornaments being pledged in branch with correct weight & purity assessment as per com...

Role & responsibilities 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. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Were Hiring Sales Head (Mutual Fund & Fixed Income) Location: Ahmedabad Company: Pravin Ratilal Share and Stock Brokers Ltd. About the Role We are looking for an experienced Sales Head to lead our Mutual Fund & Fixed Income business. The role involves driving sales strategy, managing client relationships, and achieving growth across Retail, HNI, UHNI, and Institutional segments. What You'll Do 1) Lead and manage the sales team to achieve revenue & AUM targets. 2) Drive business in Mutual Funds and Fixed Income products . 3) Build strong relationships with clients and expand our network. 4) Collaborate with product & research teams for tailored solutions. 5) Ensure compliance with SEBI, AMFI ...

Responsibilities: Investment Advisory - Provide expert guidance on mutual funds, market trends, and investment strategies. Mutual Fund Sales & Business Development - Identify and acquire new clients, drive sales of mutual funds, and achieve business targets. Set up meetings with potential clients both in person and virtually. Client Relationship Management - Build and maintain strong relationships with existing and potential clients. Portfolio Management - Analyze client portfolios, suggest fund allocations, and ensure optimal returns. Market Analysis - Stay updated on financial markets, regulatory changes, and industry developments. Cross-Selling & Upselling - Promote other financial produc...

Role & responsibilities 1. Sales Strategy & Execution: Develop and implement sales strategies to achieve business targets in the High Ticket LAP segment. Identify and engage with High Net-Worth Individuals (HNI) and institutional clients to understand their financing needs. Achieve sales targets by securing high-value loan deals, ranging from 5 Crore to 100 Crore. 2. Client Relationship Management: Build and maintain strong relationships with potential and existing clients. Handle key client accounts and ensure excellent service delivery throughout the sales process. 3. Lead Generation & Market Research:. Generate leads through multiple channels including referrals, networking, and digital m...

Role & responsibilities 1. Sales Strategy & Execution: Develop and implement sales strategies to achieve business targets in the High Ticket LAP segment. Identify and engage with High Net-Worth Individuals (HNI) and institutional clients to understand their financing needs. Achieve sales targets by securing high-value loan deals, ranging from 2 Crore to 50 Crore. 2. Client Relationship Management: Build and maintain strong relationships with potential and existing clients. Handle key client accounts and ensure excellent service delivery throughout the sales process. 3. Lead Generation & Market Research:. Generate leads through multiple channels including referrals, networking, and digital ma...

We are looking for an experienced Cluster Collection Manager to oversee the collections process for the Recovery Portfolio . Role & responsibilities Cluster Operations Management: Lead the collections team in the Salem cluster, ensuring timely and efficient collection of dues for commercial vehicle loans. Oversee the day-to-day collection activities, including field collections, tele-calling, and agency management. Ensure adherence to all recovery processes and policies for commercial vehicle finance. Agency and Field Collection Management: Manage and monitor third-party collection agencies and field teams to ensure compliance and target achievement. Perform regular visits to agencies and fi...

Role & responsibilities 1. Sales Strategy & Execution: Develop and implement sales strategies to achieve business targets in the High Ticket LAP segment. Identify and engage with High Net-Worth Individuals (HNI) and institutional clients to understand their financing needs. Achieve sales targets by securing high-value loan deals, ranging from 2 Crore to 70 Crore. 2. Client Relationship Management: Build and maintain strong relationships with potential and existing clients. Handle key client accounts and ensure excellent service delivery throughout the sales process. 3. Lead Generation & Market Research:. Generate leads through multiple channels including referrals, networking, and digital ma...

The ideal candidate will be responsible for creating marketing content and distributing it effectively. You will help create a strong brand presence with innovative promotional offerings, online and offline marketing campaigns, and marketing events. Collaborating with the sales team to ensure that your marketing efforts support their sales efforts will be crucial. Your analytical skills will assist you in monitoring and reporting on the success of your marketing efforts. Responsibilities include strengthening relationships with clients and company partnerships, planning and executing campaigns and events, tracking, analyzing, and reporting the success of those campaigns and events, creating ...

This is a highly entrepreneurial role where you will identify, acquire, and scale relationships with high-affinity communities such as professional associations (lawyers, doctors, CAs, etc.), exclusive clubs, influential offline and online communities, professional networks, alumni groups. Your mission is to position us as the preferred financial partner for these communities by building trust, driving engagement through events and webinars, and ensuring sustained adoption of our solutions. As the face of our brand, you will collaborate with internal stakeholders to deliver impactful presentations and community engagements, and, through a team of Relationship Managers, convert interested mem...

Mizuho Global Services Pvt Ltd (MGS) is a subsidiary of Mizuho Bank, Ltd, a prominent Japanese bank. MGS was established in 2020 to serve as a global processing center for handling banking and IT operations for Mizuho Bank's domestic and overseas offices and group companies worldwide. At MGS, we prioritize a culture based on ethical values, diversity, and the pillars of Mutual Respect, Discipline, and Transparency, which form the foundation of all our processes. As a Quantitative Risk Analyst at Mizuho Global Services, you will be part of our Risk Analytics team based in Chennai. We are looking for a talented individual with a solid understanding of financial products, experience in banking ...

The ideal candidate for the Financial Analyst position in Mumbai should possess strong communication skills, with the ability to listen, comprehend information, and effectively share it with key stakeholders. You will be responsible for highlighting opportunities for improvement and any concerns that may arise. Collaboration with teams to execute tasks within defined timeframes while upholding high-quality standards and superior service levels is crucial. Additionally, the willingness to take proactive actions and assume responsibilities beyond the assigned work area will be considered a plus. As a Financial Analyst, your roles and responsibilities will include working on back office and mid...

You will be responsible for developing and implementing product strategies to drive business growth and expansion. Collaborating with cross-functional teams will be crucial in designing and launching new products and programs. It will be essential to analyze market trends and competitor activity to identify opportunities and threats. Building and maintaining relationships with key stakeholders, including customers, partners, and internal teams, will also be a key aspect of the role. Monitoring and evaluating product performance and making data-driven decisions to optimize results will be part of your responsibilities. Identifying and mitigating risks associated with product development and l...

You will be joining our team as a Mutual Fund Executive, where your primary focus will be on educating clients about various mutual fund investment options and recommending suitable investment strategies. Your role will involve analyzing client financial needs, building and maintaining client relationships, and processing transactions while ensuring accurate client records are maintained. It is essential that you adhere to all regulatory compliance guidelines to meet sales targets and deadlines. You should be a proactive individual comfortable working both independently and as part of a team. The ideal candidate for this role will possess excellent communication and interpersonal skills, a s...

As a CRM/ BDM Manager for Wealth Management in Gurgaon, Mumbai, and Ahmedabad, you will be responsible for leveraging your financial markets product knowledge to provide insightful financial analysis and effective risk management strategies. Your excellent communication and presentation skills will be crucial in building and maintaining client relationships. In this role, you will need to demonstrate strong client relationship management skills, prioritize tasks efficiently, and thrive in a fast-paced environment. Your business acumen will be essential in understanding client business models and acquiring new clients. To excel in this position, you must possess exceptional sales skills, incl...

As a member of our team at Kabia Investment Managers, you will be responsible for managing the service needs of our clients. Your primary duties will include working closely with mapped clients to ensure their service requirements are met efficiently and effectively. Additionally, you will be tasked with cross-selling a range of financial products such as insurance, investments, and loans to meet revenue targets on a monthly basis. Kabia Investment Managers is a comprehensive financial services firm that specializes in offering a wide array of services including investment management, insurance solutions, loan products, online trading platforms, wealth management services, mutual funds, and ...

You will be responsible for executing and completing Debt Syndication/IB Transactions, which includes working capital, term loan, structured finance, and trade finance. Your role will involve handling the entire process of pre- and post-sanction activities, such as evaluation, preparation of term sheets, negotiation with clients, and assistance in security creation until the loan disbursement stage. You will be dealing with Mid and Large Corporates, NBFCs, and providing advice on various banking and financial products offered by different Financial Institutions. Additionally, you will be providing debt fundraising advisory services to corporate clients from private, public sector banks, and ...

The Technical Lead plays a crucial role as an enabler within the project team to ensure that the development team is effectively working towards achieving technical delivery goals. It is their responsibility to uphold high functional and non-functional quality, as well as maintain high code standards. In this position, you serve as a force-multiplier by leading, coaching, and guiding others to achieve success. Your specific role responsibilities include: - Analysis and design: Assist developers in understanding the problem at hand, provide consultations and pair-work when necessary, specify solutions, and contribute to requirements gathering. - Development: Supervise technical quality, provi...

We are currently seeking a Sales Engineer with 13 years of experience to join our team in Trivandrum on a full-time basis. As a Sales Engineer, you will be responsible for engaging with customers, understanding their requirements, and providing technical solutions. If you have a passion for customer interaction and possess the necessary technical skills, this opportunity could be the ideal start or progression in your career. The ideal candidate for this role will have a minimum of 13 years of experience in sales, technical support, or client-facing positions. Strong communication and interpersonal skills are essential, along with a keen interest in financial products, technology, and soluti...

The key responsibilities for this role include generating leads through methods such as cold calling, field visits, and networking. You will be responsible for promoting and selling financial products like personal loans, credit cards, and business loans. Understanding customer requirements and recommending appropriate financial solutions will be a crucial part of your job. Meeting and surpassing monthly sales targets, as well as maintaining strong client relationships for repeat business and referrals, are also key aspects of the role. Keeping accurate records of leads, sales, and customer interactions, as well as staying informed about market trends and competitor activities, will be impor...

- Need banking / Insurance/ Loan experience - Good communication required - Need graduate with min 1 year on paper experience Salary:- Depend on interview upto 28k CTC Shift timing - 9.30am to 6.30pm Sunday fixed off