4294 Financial Products Jobs - Page 10

Customer Acquisition Identify, canvass, and acquire new MSME customers for business loans and other MSME financial products. Field Sales and Lead Conversion Conduct field visits, generate leads, follow up with prospects, and convert them into active customers. Product Knowledge and Guidance Explain MSME finance guidelines, loan structures, eligibility, and documentation requirements clearly to customers. Customer Onboarding & Support Assist customers with application forms, documentation, and loan onboarding processes. Relationship Management Act as a Relationship Manager for newly onboarded MSME clients during the initial engagement period to ensure a smooth transition and servicing. Interd...

To engage regularly with the customers as defined by the contact policy and provide a consistent and superior digital experience. Ensuring that customers receive world-class services and that their needs are understood and met through the financial products that the bank has to offer. To enhance customer relationships and, while doing so, educate, encourage, and induce the customers to use digital mediums For their banking transactions/needs, while keeping a window to talk to the bank whenever the customer needs. Responsible for meeting the scorecard targets and portfolio benchmarks set and ensuring that all guidelines and regulatory requirements are followed. So that the RM becomes the top-...

JOB DETAILS 1.Processing the payments and withdrawals of customers. 2.Ensuring customer queries are answered to their satisfaction. 3.Using computerised systems to access the details of customers. 4.Promoting certain financial products and services. 5.Handling customer complaints or handing them over to a supervisor. 6.Referring customers to individuals qualified to offer and sell regulated financial products. FUNCTIONAL AREA Telecaller, Telecalling, Telesales, Calling, Cold Calling, Capital, Finance Industry Jobs, Capital Investment, Customer Service, Customer Care, Customer Service Executive, Jobs for Telecaller in Finance Industry, Investment Capital related Jobs, Investment, Jobs for Tel...

Roles and responsibility Engaging with Premium merchants like portfolio tracking, merchant communication, and ensuring service is delivered in assigned areas for assigned merchants. Meeting sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products Ensuring product penetration along with revenue growth. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant's grievances and ensure its resolved on time. Plan and execution of day-to-day activities along with the team and Review teams deliverables. Gathering consistent feedback from the market for existin...

Engaging with Premium merchants like portfolio tracking, merchant communication, and ensuring service is delivered in assigned areas for assigned merchants. Meeting sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products Ensuring product penetration along with revenue growth. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant's grievances and ensure its resolved on time. Plan and execution of day-to-day activities along with the team and Review teams deliverables. Gathering consistent feedback from the market for existing offerings and insights ...

We are looking for an experienced Senior Product Manager to join our Digital Financial Products team and lead initiatives within the Membership Business, a critical pillar of our direct-to-consumer strategy. This role is at the forefront of shaping the future of consumer financial products, helping millions of people take control of their financial lives. Our team builds and scales consumer-facing digital products used by millions, including cashflow management, personalized financial health insights, debt reduction tools, credit-building solutions, and savings features such as subscription management and bill negotiation. As a Senior PM, you will own the end-to-end product lifecycle from op...

Role & responsibilities As a business analyst, you are required to Study, understand and document customer business process and requirements from Financial Control and risk management domain. Prepare the gap analysis statement between Surya product and client requirements. Study various country specific central bank regulations on risk managements and guide the technical team during the requirement gathering stage as well as actual implementation of the software application. Be part of the implementation team during requirement gathering, acceptance test both internal/external customers as well as support during the post implementation phase. Write SOPs, checklists for frequent queries / iss...

Trade Support Job Description Shift - 6:00 PM -3:30 AM Location - Gurugram Designation - Analyst Process OverviewTrade Support Trade Support Team is responsible for Bookings, Confirmation Settlement of Bonds and Term Loans Products. Team is responsible for multiple activities for Middle office and Back-office operations. Team support settlement Activities for DTC, FED, Euroclear, CEDEL Market, ClearPar for Term Loan. Trade Support closely work with Data Governance and Asset Servicing Team. Also Responsible Post settlements activities such as Failed Trades and Claims Management, Also ensuring Timely matching of unconfirmed Trades from Previous business day. Job Description* This role is prima...

An Area Manager at Finovest Group is responsible for overseeing the operations and sales performance of multiple branches within a designated geographical region, leading a team of branch managers to achieve sales targets, manage customer relationships, ensure compliance with company policies, and drive business growth within their assigned area, with a focus on financial products like gold loans, while reporting directly to senior management Key Responsibilities: Sales Leadership: Set sales targets for each branch within the area and monitor progress towards achieving them Coach and motivate branch managers to maximize sales potential and customer acquisition Identify and implement strategi...

Business DevelopmentDrive business growth by identifying new opportunities, enhancing product penetration, and expanding the customer base within the assigned area Sales & Revenue GenerationLead and motivate sales teams to achieve targets for loans, financial products, and services Monitor sales performance and implement strategies to boost revenue Team LeadershipSupervise and support branch managers and staff within the area Provide guidance, coaching, and performance evaluations to ensure high employee morale and productivity Customer Relationship ManagementEstablish and maintain strong relationships with key clients, partners, and stakeholders Ensure excellent customer service to enhance ...

As a Zonal Manager at Travancore Rural Development Producer Company (TRDPC) in Kerala (Travancore Region), your role will involve overseeing and managing microfinance operations across 30+ branches. You will lead a team of Area Managers/Branch Managers to achieve collection, disbursement, and portfolio quality targets. Your responsibilities will also include monitoring portfolio health, ensuring compliance with regulatory requirements, driving operational excellence, and identifying new areas for business development. Key Responsibilities: - Oversee end-to-end operations of microfinance branches in the assigned zone. - Ensure smooth execution of Federal Bank BC operations and in-house lendin...

As a Branch Sales Manager and Sales Officer at SBFC Finance Limited, your responsibilities will include: - Overseeing sales activities, managing branch operations, and meeting sales targets as the Branch Sales Manager - Generating leads, managing client relationships, and achieving sales goals as the Sales Officer Qualifications required for this role include: - Sales, Marketing, and Relationship Management skills - Experience in financial services or banking industry - Strong communication and negotiation skills - Ability to work under pressure and meet targets - Knowledge of financial products and services - Leadership and team management skills - Bachelor's degree in Business Administrati...

Job Description: You will be working as a Branch Sales Officer at SK Finance Limited, a Middle Layer NBFC with a strong presence in 12 states and Union Territory. Your responsibilities will include sourcing potential customers, managing customer relationships, achieving sales targets, and providing excellent customer service. You will promote and sell vehicle loans, small business loans, and personal loans, while developing strategies to attract and retain clients. Additionally, maintaining accurate records of sales activities and preparing regular reports will be part of your role. Key Responsibilities: - Source potential customers and manage customer relationships - Achieve sales targets a...

In this role at Evalueserve, you will be part of the Risk and Quant (RQS) team, which is one of the fastest-growing practices within the company. Your primary responsibility will be to address some of the world's largest financial needs with proven technological solutions, focusing on solving banking challenges and enhancing decision-making through award-winning solutions. Key Responsibilities: - Collaborate with stakeholders, customers, and product owners to gather and document business requirements for financial products and applications - Analyze data and customer needs to inform and assist product development - Develop and propose solutions, creating detailed business requirements docume...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Finastra Fusion Loan IQ Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Analyst, you will analyze an organization and design its processes and systems, assessing the business model and its integration with technology. You wi...

Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Finastra Fusion Loan IQ Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Analyst, you will analyze an organization and design its processes and systems, assessing the business model and its integration with technology. You will assess the c...

As a CASA Sales Officer at our esteemed banking sector in Madurai, you will be responsible for the following key duties and responsibilities: - Acquiring new Current & Savings accounts from branch catchment areas - Ensuring quality sourcing of FDs, RDs, and other deposits - Activating UPI accounts, savings balances, and insurance products - Participating in branch activities and customer migration events - Building strong internal relationships to maximize sales Qualifications & Requirements: - Any UG/PG degree holders are eligible to apply - 1 to 3 years of experience in sales - Age limit: Up to 31 years Mandatory Documents: - Driving License / LLR - All Semester Mark Sheets & Provisional C...

As an individual working in this role, your primary responsibility will be to market various investment products to clients based on their specific requirements. This will involve understanding customers" needs and recommending the most suitable products based on their objectives. You will be responsible for meeting with clients, including Corporate, HNIs, and Retail executives in Treasury, Finance & Accounts Division, and introducing them to the SPA ("Corporate Marketing"). Key Responsibilities: - Advising Corporate, HNIs, and Retail clients on Surplus Management - Managing key accounts and enhancing customer base through continuous follow-up - Addressing post-sale service issues and explor...

Role Overview: As an Analyst- Liquid Financing at Barclays, your team is responsible for onboarding and offboarding Prime Services clients globally. The Mumbai team collaborates with the regional Integration team to ensure a seamless onboarding experience for clients. Your role will require a solid understanding of Prime services products, attention to detail, and the ability to communicate with front office desks to prioritize the Onboarding Pipeline. You will need to engage with various levels of management across Sales, Compliance, Risk, Legal, Operations, and other support areas to ensure an efficient, flexible, and accurate onboarding process for clients across NY, London, and Asia for ...

As a Branch Customer Success Manager at ABCDL, you will be responsible for sourcing business from leads generated through various channels and cross-selling ABC products at One ABC and single LOB branches of ABC. Your primary focus will be on soliciting business for ABCDL through self-sourcing, CSEs, BTL activities, and leads shared centrally from marketing activities and virtual engagement channels. Key Responsibilities: - Solicit business for ABCDL from leads generated through self-sourcing, CSEs, and BTL activities - Cross-sell ABC products at One ABC and single LOB branches - Focus on product lines including Home Loan, LAP, Life Insurance, Health Insurance, Mutual Funds, and Personal/Bus...

Role Overview: Triumph Technology Services Pvt. Ltd., through its flagship platform Dili, is a one-stop financing solution provider catering to the diverse needs of educational institutions. Recognizing the growing demand for infrastructure development, digital transformation, and quality service delivery in the education sector, Dili enables schools, colleges, and other learning institutions to access tailored financial solutions with ease. By leveraging its robust technology platform and strategic partnerships with leading NBFCs and banks, Dili facilitates fast, flexible, and affordable loans for capital expenditure, facility upgrades, and service expansion. Key Responsibilities: - Identif...

An Area Manager at Finovest Group is responsible for overseeing the operations and sales performance of multiple branches within a designated geographical region, leading a team of branch managers to achieve sales targets, manage customer relationships, ensure compliance with company policies, and drive business growth within their assigned area, with a focus on financial products like gold loans, while reporting directly to senior management Key Responsibilities: Sales Leadership: Set sales targets for each branch within the area and monitor progress towards achieving them Coach and motivate branch managers to maximize sales potential and customer acquisition Identify and implement strategi...

Business DevelopmentDrive business growth by identifying new opportunities, enhancing product penetration, and expanding the customer base within the assigned area Sales & Revenue GenerationLead and motivate sales teams to achieve targets for loans, financial products, and services Monitor sales performance and implement strategies to boost revenue Team LeadershipSupervise and support branch managers and staff within the area Provide guidance, coaching, and performance evaluations to ensure high employee morale and productivity Customer Relationship ManagementEstablish and maintain strong relationships with key clients, partners, and stakeholders Ensure excellent customer service to enhance ...

About The Role Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP Document and Reporting Compliance Good to have skills : SAP Financial Products Subledger (FPSL), SAP FI CO Finance Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure that application requirements are met, overseeing the development pro...

Develop and execute a comprehensive sales and business development strategy aligned with company objectives. Lead and manage the sales team across multiple market segments, providing mentorship, performance monitoring, and goal setting. Drive revenue growth through new client acquisition, retention strategies, and cross-selling/up-selling of financial products. Build and maintain relationships with HNIs, UHNIs, family offices, corporates, and institutional investors to enhance business opportunities. Expand market share by identifying new sales opportunities, partnerships, and business channels. Collaborate with research, product, and marketing teams to develop sales-driven investment offeri...