3089 Financial Products Jobs - Page 12

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...

About the Job: Handling different stages of client/product life cycle across stages - KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations etc. Independently handle multiple clients establish self as a valued partner Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build / enhance controls to prevent future escalations Participate in Middle Office / group level initiatives Responsible for ensuring Process documentation is maintained in an updated f...

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 corpor...

As the leading firm of managed account platform services globally, Innocap manages over US$85 billion in assets with a team of over 450 employees across five countries. The company is dedicated to shaping the future of alternative investments for institutional owners and allocators, aiming to revolutionize the asset management industry by providing customized expert services and an exceptional client experience. If you are a forward-thinking individual looking to join a dynamic team, Innocap offers an exciting opportunity for you to enhance your career and make a real impact. The Platform Operations team at Innocap, with members situated in Canada, the US, Ireland, Poland, and India, plays a...

Job Summary Be part of Product Control Team in covering various Financial Products. To conduct the accurate and timely Product of financial instruments, and establishment of Product methodologies, monitoring of market conditions, and provision of Product insights to support financial reporting, risk management, and business decisions.. We are seeking a dynamic and technically skilled professional to join our Product team. This role will play a pivotal part in expanding the Banks Product capabilities, developing compliant and commercially effective strategies, and supporting automation initiatives. The successful candidate will work for Product Control, working closely with Front office, Midd...

Engage with HNI/UHNI and acquire, advise,manage client portfolios across MF/PMS/AIF, deepening relationships, enhancing share of wallet. Ensure superior client experience through proactive servicing, market insights strict adherence to compliance.

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

You are a highly accomplished Branch Manager with extensive expertise in Investment Management, Stock Broking, and Mutual Funds, sought after by Anytime Invest to lead branch operations. Your role involves driving revenue growth, managing a high-performing team, and delivering exceptional client experiences while ensuring compliance with industry standards. You are a strategic thinker with a proven track record in acquiring and managing HN/UHNI, Retail, and Corporate Clients, fostering long-term relationships to achieve business objectives. In this role, you will be the face of Anytime Invest in front of clients, embodying the company's core values of client centricity and empathy. Your resp...

As a Sales Associate at Credi Flex Consultants LLP, you will play a crucial role in engaging potential clients, understanding their financial needs, and providing tailored consultancy services. Your responsibilities will include conducting client meetings, developing personalized financial strategies, nurturing client relationships, and achieving sales targets. Additionally, you will be involved in market research to stay abreast of the latest financial trends and opportunities. To excel in this role, you must possess excellent customer service and client relationship management skills. Strong communication and interpersonal abilities are essential, along with a proven track record in sales ...

You are a strategic thinker passionate about driving solutions in Valuation Control. You have found the right team. As an Analyst in our Valuation Control team, you will spend each day defining, refining, and delivering set goals for our firm. You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of valuation processes. Our Valuation Control team is organized along business lines including Commercial & Investment Banking (Macro Products, Credit, Equities, Securitized Products, IB Risk), CIO, Treasury & Corporate (CTC), Asset Management, Consumer & Community Banking (CCB), and Commercial Banking (CB). Clients of the gro...

Paisa bazaar is hiring for Sales Advisor - Investment (Savings) Role !! OPENING IS ONLY FOR THOSE WHO CAN SPEAK - TELUGU/MALAYALAM/KANNADA Interested candidates share their kiranyadav@paisabazaar.com or or WhatsApp your resume to "8800013127" OR Directly come for F2F interview mention " HR KIRAN" on the top of your resume. **FOR INSTANT REPLY SHARE YOUR RESUME @8800013127 - HR KIRAN *** **Immediate joiners will be preferred** *******____________INTERVIEW DETAILS______________********* .. Show this mail on reception area and mention "HR KIRAN" on you CV while coming for the direct interview.. ADDRESS :- Plot no. 129, Sector 44, Near Huda Metro Station, Gurugram Time:- 10:00am - 2:00pm Contact...

The Basics Team: Sales Experience: 6-9 Yrs Location: Mumbai Introduction $11 trillion of money flows every year between companies in India. It typically takes avg. 70 days for a business to get paid, and its increasing 5% every year. Formal funding options are limited, and cover < 5% of the addressable market. We are building Indias largest B2B Payments Platform that transforms how businesses pay and get paid. Our award-winning platform already processes INR 20,000+ Crores of invoices every month, across 300,000 MSMEs and 1200+ corporates; with 30+ lenders plugged in for credit. Globally, companies in this space, like Coupa, Bill.com, Melio, C2FO, Tipalti, have witnessed tremendous success o...

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

8-10 years and been part of significant change initiatives preferably in the financial services industry Knowledge of Asset Liability Management (ALM), Basel III, IRRBB Reporting and relevant regulatory changes in a global environment preferable Strong understanding of financial products (specifically Retail, GB&M and IRR) and how they impact finance operations. Knowledge and working experience in SQL is an advantage, Ability to work with little supervision, proactive, with drive and energy. Understanding on IRRBB risk metrics and to have overall understanding on testing Approach. Overall understanding on Basel Norms, ALCM domain understanding and Funds Transfer Pricing. Strong understanding...

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) 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...

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...

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) The candidate will be responsible for Demat & Trading account opening, 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 accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least 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 accounts, ad...

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) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) 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....

- Understand clients' financial goals and provide suitable banking solutions. - Sales and Cross-Selling, Promote and sell a variety of banking products and services, including savings accounts, loans, credit cards, and investment products. Required Candidate profile - Familiarity with CRM software and procedures. - In-depth knowledge of effective sales and negotiation tactics. - Outstanding verbal and written communication.

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) 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...