3091 Financial Products Jobs - Page 13

- 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...

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, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as 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 Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...

Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. ...

We are seeking Virtual KYC Agent to join our team at Niyo. The role involves conducting Know Your Customer (KYC) process for customers seeking forex services. The ideal candidate will have excellent communication skills, a professional, and a proactive approach to upholding Niyo s brand identity with experience in V-KYC on financial products onboarding. Key Responsibilities: Engage with customers to verify their identity, eligibility, and documentation for forex services, ensuring compliance with KYC regulations. Clearly explain the KYC process, required documents, and benefits of process to customers. Participate actively in training sessions to stay updated on KYC compliance, product knowl...

[{"Salary":"25k - 30k per month" , "Remote_Job":false , "Posting_Title":"Bank Sales Officer Karaikal" , "Is_Locked":false , "City":"Karaikal" , "Industry":"Banking" , "Job_Description":" Drive the sales of Gold Loans and related financial products in the Karaikal . 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 s...

[{"Salary":"20k - 25k per month" , "Remote_Job":false , "Posting_Title":"Bank Sales Officer Home Loan Tirunelveli" , "Is_Locked":false , "City":"Tirunelveli" , "Industry":"Banking" , "Job_Description":" Drive the sales of Home Loans and related financial products in the Coimbatore location. 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 id...

Job Description: Job title: Debt Strategic Analytics Corporate Title: Analyst Location: Mumbai, India Role Description Deutsche CIB Centre Pvt Ltd is Deutsche banks global platform for front-office & aligned functions to create value by utilizing non-traditional locations, exceptional talent and a collaborative culture. Strategic Analytics Group is responsible for implementing all quant driven analytics within the bank on a common platform. DBC Strats team is a part of global Strats group and works in close collaboration with onshore teams located in New York, London, Frankfurt and Singapore. Within the Strats group, different verticals are aligned with respective business and work very clos...

The candidate will be responsible to take up an instrumental role in identifying opportunities and building out/ expanding digital marketing services for Ameriprise financial advisors. The lead will manage the specialist(s) who conduct day to day updates for dedicated advisor/ team of financial advisors and staff to ensure they provide outstanding digital experience. The lead will partner with various teams to build social media reporting framework and leverage engagement analytics for creating client prospect/ client deepening opportunity pipelines for engaged advisors. This position will consistently follow high standards of business and professional ethics and legal and regulatory require...

Company Overview: One Centurion Pvt Ltd (The 1% Club) The 1% Club is a SEBI-registered Non-Individual Investment Adviser (RIA) dedicated to transforming the way individuals and families approach personal finance. Unlike traditional distributors who earn commissions from financial products, we follow a fee-only advisory model, ensuring that every recommendation we provide is unbiased, transparent, and always in the client s best interest. As a Non-Individual RIA, we operate as a professional advisory firm rather than as a single adviser. This allows us to bring together a team of qualified financial planners, researchers, and compliance professionals who collectively deliver the role of a Per...

Program Manager - Cross Sell Job Description: Key Responsibilities: Relationship Building and Management: o Act as the primary point of contact for a portfolio of existing loan customers o Develop and maintain strong, trust-based relationships with sellers through regular communication, proactive engagement, and a deep understanding of their business needs and financial goals o Ensure high levels of customer satisfaction by providing exceptional service and acting as an advocate for their needs within the organization o Establish approachability and build rapport to facilitate open discussions about their financial requirements o Provide priority service to assigned sellers, ensuring timely ...

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 it s increasing 5% every year. Formal funding options are limited, and cover We are building India s 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 over the past decade doing $ B...

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience that defines and differentiate advisors practices. To provide brilliant customer service by responding to advisor and client inquires in fact pace, customer-focused environment Key Responsibilities Should be able to meet the SLA and Goals set by their respective business unit. No more than 10% of variation from the average team number. Colla...

The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an advisors practice that differentiates advisors practices presence on the website & social media platforms. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Key Responsibilities Enable and structure updates a...

Role & responsibilities Operations KYC & Onboarding: Manage client and supplier onboarding, ensuring compliance with regulatory and internal KYC requirements. Client & Supplier Liaison: Act as the primary point of contact for clients, suppliers, and refiners for all business activities. Logistics Tracking: Monitor goods movement, coordinate with logistics partners, and follow up to ensure timely and accurate deliveries. Business Communication: Maintain effective communication with suppliers, refiners, and clients for trade execution, settlements, and issue resolution. MIS & Reporting: Prepare, analyze, and publish daily/weekly/monthly MIS reports to management and relevant stakeholders for d...

Role Description The Associate is a First Level Manager who will be required to manage the day-to-day activities of the Reconciliation process. Would serve as a People Manager with a very strong Subject Matter Expertise to resolve queries from team members and resolving parties alike. Aided by a Process Supervisor, the Team Manager helps address the process issues faced by the team. Candidate would work very closely with the team members, AVP/VP, resolving parties and external custodians to keep the number and value of ageing Cash & Position breaks under control. Your key responsibilities Have deep knowledge of the Reconciliation process and the associated Investment and Accounting Book of R...

Role Description Deutsche CIB Centre Pvt Ltd is Deutsche banks global platform for front-office & aligned functions to create value by utilizing non-traditional locations, exceptional talent, and a collaborative culture. This branch of Deutsche Bank Group company is looking for extremely bright candidates for the role of Debt Strategic Analytics (Strats). The candidate is required to work in close collaboration with London/Singapore teams on various quantitative and regulatory driven projects. Candidate is required to understand the business problem, gather information required for the implementation and provide an end-to-end optimized solution on a scalable platform. Implementation of the p...

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)...

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...

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, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as 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 Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...

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...

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...

Project description Our customer is a leading private bank in India that provides front-to-back integrated treasury solution. Bank is embarking upon first ever Murex upgrade (v3.1.38 to v3.1.6x) since implementation. Luxoft has been chosen as the System Integrator partner for this project and will have key roles across all the streams - Front Office, Back Office, Finance, Risk, Integration, Reporting, Test Management, Configuration & Environment management. We are looking for experienced & motivated Murex colleagues to join this exciting program and contribute towards the success of this engagement Responsibilities To participate in discussion with relevant user function stakeholders across ...

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)...

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, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as 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 Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...