3089 Financial Products Jobs - Page 11

Life insurance Products - 40 Count Fresher we can consider in Life insurance Products Process with good Communication skills If candidates are from Borivali to Virar send them Virar location first then only apply for same job. Required Candidate profile Age :- 21 to 35 Years HSC 3 yrs exp bpo sales or insurance Graduation 1 yrs exp bpo sales or insurance Salary 18k to 25k

- 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

About The Role Skill required: Delivery - Fraud Data & Analytics Designation: I&F Decision Sci Practitioner Sr Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than...

Life insurance Products - 40 Count Fresher we can consider in Life insurance Products Process with good Communication skills If candidates are from Borivali to Virar send them Virar location first then only apply for same job. Required Candidate profile Age :- 21 to 35 Years HSC 3 yrs exp bpo sales or insurance Graduation 1 yrs exp bpo sales or insurance Salary 18k to 25k

- 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

Relationship Manager with Star Union Dai Ichi Life Insurance Company - Bancassurance Channel - Union Bank & Bank of India CTC : 3 - 4.5 Lakhs Handle 2 to 3 bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 1 year of sales exp in Insurance / banking / financial products Candidates from bancassurance channel have advantage CTC negotiable Send CV to bookmark.hr@gmail.com

Job Overview: We are seeking a dynamic and result-oriented Direct Marketing Executive to join our sales team. The role involves working with pre-assigned leads , engaging with potential customers, and converting them into sales through field visits. The ideal candidate should have strong sales skills , a background in banking, finance, or insurance , and a passion for customer engagement. This is a field-intensive role that requires mobility and the ability to build lasting client relationships. Requirements: Minimum 1 year experience in field sales (Mandatory). Industry background: Banking, Finance, or Insurance. Excellent communication and negotiation skills. Highly self-motivated, target-...

[{"Salary":"20k - 25k per month" , "Remote_Job":false , "Posting_Title":"Bank Sales Officer Thuraiyur" , "Is_Locked":false , "City":"Thuraiyur" , "Industry":"Banking" , "Job_Description":" Drive the sales of Home Loans and related financial products. Cultivate and expand relationships with customers, promoting various loan products including CLAP, LAP, Loan Against Property, Home Loan, Equity Loan, and Mortgage Loan. Achieve and exceed sales targets through effective marketing strategies and relationship building. Collaborate with the marketing team to develop and implement targeted campaigns to attract potential clients. Conduct market research to identify opportunities and stay informed ab...

About Navi Founders Sachin Bansal Ankit Agarwal Know what makes you a Navi_ite 1. Perseverance, Passion and Commitment Passionate about Navi s mission and vision Demonstrates dedication, perseverance and high ownership Goes above and beyond by taking on additional responsibilities 2. Obsession with high quality results Consistently creates value for the customers and stakeholders through high-quality outcomes Ensuring excellence in all aspects of work Efficiently manages time, prioritizes tasks, and achieves higher standards 3. Resilience and Adaptability Adapts quickly to new roles, responsibilities, and changing circumstances, showing resilience and agility Why Navi At Navi, we are committ...

About Navi Navi is one of the fastest-growing financial services companies in India providing Personal Home Loans, UPI, Insurance, Mutual Funds, and Gold. Navis mission is to deliver digital-first financial products that are simple, accessible, and affordable. Drawing on our in-house AI/ML capabilities, technology, and product expertise, Navi is dedicated to building delightful customer experiences. Founders Sachin Bansal Ankit Agarwal Know what makes you a Navi_ite 1.Perseverance, Passion and Commitment Passionate about Navi s mission and vision Demonstrates dedication, perseverance and high ownership Goes above and beyond by taking on additional responsibilities 2.Obsession with high quali...

About the Role Key Account Manager/Senior Manager/Manager role is to create awareness on the NPS, its benefits to the Channel and work closely with them to ensure Axis Bank is the preferred partner for NPS amongst the Corporates. Enabling the team by providing engagement with channel at the Mid and Senior level. Key Responsibilities Responsible for meeting sales targets in the regions assigned by engaging with the Channel team and assist them with the product and performance report under NPS. Conduct presentation for existing corporate employees and thereby migrate their legacy Pension Funds from other PFM to Axis Pension Fund. Making and doing presentation on the NPS for various corporates ...

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

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, 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) Achieve healthy revenues without comp...

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, 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) Achieve healthy revenues without comp...

Position - 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...

1) Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients.5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

Position - Relationship Manager 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 ac...

1) Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. 2) Acquiring, Deepening and Retaining HNI / UHNI clients 3) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm. 4) Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases. 5) Cross-sell products and services to both new as well as existing clients as per their lifestyle needs, risk requirements while keeping in mind their overall financial objectives. 6) Exceptional Selling Skills, Soft ...

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

About The Role JOB DESCRIPTION ROLE : Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role "¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. "¢ Detailed Performance analysis of client portfolios and periodical review the portfolio "¢ Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. "¢ Assist RM in acquiring newrelations / customers. "¢ Drive sales of financial products to suitable client portfolios Job Requirements "¢ 6-8 y...

About The Role KMBL- Wholesale Banking Conglomerates and Corporate Group Role : Senior Relationship Manager (South Region) Grade M7/M8 | Location Chennai | Job code 138382 Job role "¢Senior Relationship Manager for entire South Region covering Chennai, Hyderabad and Bangalore along with Relationship Managers "¢Relationship & Account management, origination & execution for corporate banking related products Assets, DCM, FX & GTS etc. "¢Deeper penetration of groups across banking products including cross sell of Salary, Privy etc. "¢Develop deeper understanding of business, making detailed account plan, group presentations & wallet etc. Target all group companies in the group across locations....

About The Role Job Role Analysis of new requirement and translation of the same to RSD. Preparation of Requirement documents, test plans, incident reporting. Carrying out the testing for the projects and resolution of the issues. Co-ordination with various departments, users, product team, support teams like OPS, IT, Vendors for requirement gatherings, enhancements. Thorough analysis for system issues faced and provide effective solutions Working with internal customers to resolve the issues, enhance the current system to reduce the manual intervention. User training on system enhancements. Prepare User Guides and train users on newly developed Systems Proper project management and follow up...

About The Role Circle Manager - Government Business Department Retail Liabilities - Government Business Reporting Relationship Regional Manager - Government Business CM is expected to manage a set of KAM/DM and ensuring that the team is achieving the monthly targets. Must be handling in state head role (GB) in a leading bank Acquisition & servicing of Govt. clients in the field of Municipal Corporations, State Governments, Govt. PF Trusts, Embassies, Gram Panchayats, Govt. Boards & Development Authorities, Defence, Autonomous Bodies etc. Would be responsible for handling transaction & investment banking business like Payments, Collections, Fixed Deposits, FX, Electronic Transfers, Online Pay...

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