3091 Financial Products Jobs - Page 17

Product Owner – Credit Score and Rating Solutions We are seeking a Product Owner with strong domain knowledge in credit score, credit risk modeling, and rating systems. You will lead the product development and enhancement of our credit scoring and rating solutions, driving innovations that help financial institutions make informed lending decisions. Roles and Responsibilities Key Responsibilities: Own and manage the product backlog for credit scoring and rating services. Define product vision, strategy, and roadmap aligned with business objectives and regulatory standards. Collaborate with data scientists, engineers, analysts, and business stakeholders to prioritize features and improvement...

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...

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuit...

Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.) Perform annual protection review calls as per the timelines Campaign Calling Perform Segmented product based campaigns including GLIP, SWP, FWP and others Ensure that the customers are aware of the offering and do not have any confusion regarding the same Perform Service Request Calls Keep records of customer interactions, process customer a...

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuit...

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuit...

Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. Key Responsibilities Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc as decided per the business plan Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc) Perform annual protection ...

Max Life Insurance Company Limited is looking for Relationship Associate to join our dynamic team and embark on a rewarding career journey. A Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth Here are some common duties and responsibilities associated with the roleClient Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role Relationship Associates interact with clients to understand their fina...

Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. Key Responsibilities Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc as decided per the business plan Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc) Perform annual protection ...

Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. Key Responsibilities Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc as decided per the business plan Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc) Perform annual protection ...

Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. Key Responsibilities Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc as decided per the business plan Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc) Perform annual protection ...

Relationship Manager / Senior RM with EDELWEISS Life Insurance Company - Bancassurance Channel CTC : 3 - 4.5 Lakhs + incentives 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

As a Portfolio Manager, your primary responsibility will be to assess the needs of clients and provide investment advice based on research reports generated by the research department. You will communicate trading strategies and investment ideas to customers, execute trades on behalf of clients, and strive to generate brokerage. Cross-selling third-party products and building strong relationships with clients will also be key aspects of your role. To be considered for this position, you should have a minimum of 2+ years of dealing experience and hold a graduate or post-graduate degree. It is mandatory to possess NISM certification. Additionally, you must demonstrate a pleasant personality, e...

At EY, you will have the opportunity to shape a career that is as unique as you are. With our global reach, supportive environment, inclusive culture, and cutting-edge technology, you will have the resources to become the best version of yourself. Your distinctive voice and perspective are valued as we look to improve and excel as a firm. Join us in creating an exceptional experience for yourself and contribute to building a better working world for all. As a Senior Consultant in the Market Risk team within EY's Financial Services Office (FSO), you will be part of a specialized unit that offers a wide array of services tailored to the financial industry. The FSO practice delivers comprehensi...

As a Credit Control Manager, your primary responsibility will be to ensure adherence to various guidelines related to credit controls, marketing schemes spent effectiveness/deployment, debtors management, and Zonal expense monitoring and control. You will be tasked with setting credit limits as per the guidelines set by the National Credit Head and referring exceptions, along with facts, assessments, and recommendations to the National Credit Head. Your role will involve meeting High Risk/High-Value Dealers to facilitate review/audit and propose risk mitigation plans. You will be expected to comment on Business Development Review Committee (BDRC) plans received from Area Offices and influenc...

Join our team as a Regulatory Reporting Analyst within AM Operations, India, where you'll play a vital role in ensuring the accuracy and compliance of our regulatory reports. You'll have the opportunity to develop relationships across the firm and contribute to strategic initiatives, enhancing processes and managing team activities. As a Regulatory Reporting Analyst within the reporting team, you will be responsible for preparing daily, monthly, and quarterly summary reports for key stakeholders. You will oversee team activities to ensure adequate coverage and effective escalation processes Job Responsibilities: Prepare daily, monthly, and quarterly summary reports for key regulators, exchan...

This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals who tackle unique technical challenges at scale and solve them as a team. Together, we deliver innovative and ethical solutions that help businesses achieve their ambitions faster. Technical Support Engineer You will operate as a first interface...

If you enjoy being at the leading edge of delivering exceptional service and ensuring client satisfaction, you have found the right team. As a Client Service Delivery Specialist IV within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support. Your primary focus will be to address client inquiries, process transactions, troubleshoot issues, and identify opportunities to refer services based on client needs. You will be expected to apply your knowledge of our policies and procedures to solve problems. Your work will have a significant impact on our team and clients, and you will be expected to make decisions within established procedures...

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...

Reference Data Analyst Position Overview Job Title: Reference Data Analyst Corporate Title: NCT Location: Bangalore, India Role Description The Reference Data Analyst focuses on effective oversight of strategic data used across the bank's systems and infrastructure. Reference data, either sourced externally or generated internally, covers a wide range of critical enterprise-wide information such as pricing, securities, books, financial products, clients, legal entities, accounts and mandates. T he Reference Data Analyst supports various elements of the data lifecycle, from ensuring that data is captured from the best source, to validating and classifying, and operating controls that optimize...

Reference Data Analyst, AS Position Overview Job Title: Reference Data Analyst, AS Location: Bangalore, India Role Description The Reference Data Analyst focuses on effective oversight of strategic data used across the bank's systems and infrastructure. The Reference Data Analyst supports various elements of the data lifecycle, from ensuring that data is captured from the best source, to validating and classifying, and operating controls that optimize its quality and maximize coverage. The Reference Data Analyst has responsibility for maintaining robust processes related to data set-up, storage and distribution, as well as system configuration, together with participation in projects designe...

The Apex Group, established in Bermuda in 2003, is a leading fund administration and middle office solutions provider on a global scale. With a unique ability to offer services across various jurisdictions while maintaining a local touch, our team of over 13,000 employees spread across 112 offices worldwide is dedicated to putting our clients at the forefront of our operations. We have undergone significant growth and transformation, and we are looking for individuals who can bring energy and passion to their careers. At Apex Group, we don't just empower you - we aim to enhance your skills and experiences. We encourage you to take the lead and provide the necessary support for you to excel i...

You will join PhillipCapital India Pvt. Ltd., a distinguished member of the PhillipCapital Group of Singapore, as an Investment Advisory Sales Manager in Mumbai. In this full-time on-site role, you will be responsible for providing solutions to customers and acquiring new business opportunities. Your primary focus will be on offering a range of financial products such as Equity, Derivatives, Commodities, Fixed Income, Mutual Funds, Insurance, Forex, etc. It is essential to have a strong understanding of securities markets, asset classes, and derivatives. Your role will involve connecting and building relationships with key stakeholders in the capital market, including FPIs, HNIs, HFTs, Fund ...

The Market Risk and Portfolio Model Validation Specialist position in Mumbai, India, within the Risk division at Deutsche Bank involves managing a wide range of risks including credit, market, and non-financial risks. As part of the Model Risk Management (MoRM) team, you will be responsible for independent model validation and managing model risk globally in alignment with Deutsche Bank's risk appetite. The teams are spread across Mumbai, Frankfurt, Berlin, London, and New York. In this role, you will focus on developing and maintaining a central modelling and validation service for all risk model types and methodologies. You will review and analyze Market Risk and Portfolio models such as V...

As a Reconciliation Associate Junior Analyst, you will play a crucial role in supporting the daily reconciliation of custody and cash positions to maintain data accuracy within our internal systems. Your responsibilities will include identifying, investigating, and resolving discrepancies within defined deadlines and service levels. This role provides a valuable learning opportunity for individuals at the beginning of their careers in finance or operations, particularly for those keen on honing their analytical skills and gaining exposure to various financial products and systems. You will be tasked with supporting the reconciliation of transactions and positions between custody records and ...