5445 Financial Products Jobs - Page 18

Roles and Responsibility Manage and maintain strong relationships with high net worth individuals and businesses. Develop and implement effective sales strategies to achieve business goals. Provide exceptional customer service and support to existing clients. Identify new business opportunities and expand the client base. Collaborate with internal teams to ensure seamless delivery of products and services. Stay up-to-date with industry trends and competitor activity. Job Requirements Proven experience in banking or relationship management, preferably in a similar role. Strong knowledge of financial products and services, including investment and wealth management. Excellent communication and...

Join us as a Controls Testing Manager In this role, you ll support and be responsible for the delivery of the regular testing of key controls and files, and the completion of targeted control reviews for a franchise or function Working closely with the relevant business areas and other business controls teams, you ll make sure that findings from reviews are escalated and robust action plans are agreed and driven forward with key stakeholders This highly collaborative role provides an opportunity to develop your skillset and raise your profile across the bank We are offering this role at associate level What youll do We ll look to you to ensure the timely completion of all appropriate risk is...

Designation - Assistant Manager -Company will give leads -Meet clients and explain products -Convert leads into sales -Maintain good relationship with customers Required Candidate profile -Graduation Complete -Must have 1 year of experience in BFSI(Banking/ Financial Services/ Insurance) or NBFC -Experiance / Releiving Letter Mandatory -Age : 23 to 32Yrs -Candidate must be Local Perks and benefits PF+ESIC TA Annual Bonus Health Insurance

Designation - Relationship Manager -Leads provide by Company -Meet clients and explain products -Convert leads into sales -Maintain good relationship with customers Required Candidate profile -Graduation Complete -Must have 1 year of experience in BFSI(Banking/ Financial Services/ Insurance) or NBFC -Experiance / Releiving Letter Mandatory -Age : 23 to 32Yrs -Candidate must be Local Perks and benefits PF+ESIC TA Annual Bonus Health Insurance

Position Description: CME Group is the leading exchange and clearing house for listed products. In its unique position as the most diverse clearing house, it is in the forefront of the clearing of OTC products, which is mandated by the financial reform. CME group has an immediate opening for a Pricing & Valuation Associate for cleared OTC products. The immediate focus of this role will be the daily pricing of cleared OTC products such as Interest Rate Swaps, Credit Default Swaps, FX, and Energy and answering client queries. The incumbent would also have to front run some of the strategic new product launch initiatives. She/He should have prior experience liaising with teams spread across dif...

We are seeking an experienced professional with expertise in Avaloq to join our team. The ideal candidate will be responsible for implementing, customizing, and maintaining Avaloq banking solutions. You will collaborate with cross-functional teams to analyze business requirements and deliver effective technical solutions. Key Responsibilities: Configure and customize Avaloq banking systems to meet business needs. Analyze and understand client requirements and translate them into technical solutions within the Avaloq environment. Provide ongoing support and maintenance for Avaloq applications. Collaborate with business analysts, developers, and stakeholders to deliver quality results. Perform...

Job Description: As a Client Relationship Manager (Field Sales) at Bigul.co, you will play a crucial role in acquiring and managing new and existing clients for financial products such as Mutual Funds, Insurance, and Broking. Your expertise in financial products and proven track record in sales and client relationship management will be instrumental in driving revenue growth and achieving sales targets through field sales activities. You will provide financial advisory services to clients based on their investment needs and build long-term customer relationships through trust and consultative selling. Conducting regular meetings, client visits, and presentations to promote products and servi...

As a Direct Sales Executive in the Bhopal region, your role will involve driving business through the Direct Channel sales model. You will be responsible for meeting customers, explaining financial/insurance products, and closing deals to achieve monthly sales & revenue targets. Developing strong market connections and client relationships will be crucial, along with ensuring excellent customer service and retention. Key Responsibilities: - Drive business through Direct Channel sales model - Meet customers, explain financial/insurance products, and close deals - Achieve monthly sales & revenue targets in Bhopal region - Develop strong market connections and client relationships - Ensure exce...

As a Relationship Manager reporting to the City Head, your role involves recruiting and managing a team of financial advisors/agents, ensuring their continuous support and training on using our app efficiently. You will be responsible for driving partners towards higher productivity, focusing on renewals, and achieving targets set by the organization. Your key responsibilities include: - Recruiting and managing a team of financial advisors/agents - Managing the complete life cycle of financial advisors/agents by conducting regular meetings and interactions - Training financial advisors/agents on our app to enhance customer service - Driving partners for higher productivity with a focus on re...

Skill required: NA - Business Transformation Designation: Business Transformation Assoc Manager Qualifications: Any Graduation Years of Experience: 10 to 14 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 world’s 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 120 countries. We ...

About the Role: Paytm is looking for an experienced Sales Leader & People Manager to drive the Merchant Lending business across the assigned region. The role involves scaling merchant loan penetration, strengthening underwriting funnel quality, and unlocking incremental revenue through strategic cross-sell initiatives. Expectations/ Requirements : 1. Grow Merchant Lending penetration and overall credit distribution in the assigned geography. 2. Drive visibility & deployment of lending productsMerchant Loans, BNPL, QR-linked credit, overdraft lines, etc. 3. Lead cross-sell of financial products like Gold SIP, Insurance, and other merchant financial tools to enhance merchant stickiness and rev...

About this role: Wells Fargo is seeking a CIB Portfolio Manager within Corporate & Investment Banking Front Office delivers a comprehensive suite of capital markets, banking, and financial products and services. As trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. This role is in Fund Finance team that sits within CIBs Banking group. The Fund Finance Group ("FFG") provides financing to private equity funds and asset man...

Job Title: Vice President Work Type: Permanent Location: DLF Downtown, Sector 25A Phase 3 It s more than a career at NAB. It s about more meaningful work, more global opportunities and more in ation beyond boundaries . Your job is just one part of your life. When you bring your ideas, energy, and hunger for growth, you ll be recognised and rewarded for your contribution in return. You ll have our support to excel for our customers, deliver positive change for our communities and grow your career. NAB has established NAB In ation Centre India as a centre for operations and technology excellence to support NAB deliver faster, better, and more personalized experience to customers and colleagues...

Role Person will be Location Head, heading City & reporting to Zone Head. Channel is FPD Financial Product Distribution channel Selling multiple financial products with the help of 50-100 freelance part time salaried distributors on vendors payroll.

Roles and Responsibilities : Design, develop, test, and maintain complex financial software applications using Python. Collaborate with cross-functional teams to identify business requirements and translate them into technical specifications. Develop high-performance algorithms for capitalization, derivatives pricing, and equity trading systems. Troubleshoot issues related to multithreading and scalability in large-scale distributed systems. Job Requirements : 5-8 years of experience in algorithm development for finance or banking industry. Strong understanding of financial markets, products (e.g., derivatives), and regulations (e.g., Dodd-Frank). Proficiency in Python development with exper...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you. Job Purpose: As a Senior Product Manager in the Digital Onboarding Team, you will contribute to success of digital initiatives spanning across retail banking produts, specially...

We are looking for a highly motivated and results-driven Banca Channel Manager with 2 to 7 years of experience to join our team in Trivandrum. The ideal candidate will have a strong background in sales and relationship management, with excellent communication and interpersonal skills. Roles and Responsibility Manage relationships with bank staff to achieve sales targets. Meet customers on appointment basis to sell insurance and financial products. Build strong relationships with bank customers to increase business opportunities. Achieve monthly and quarterly sales targets through effective planning and execution. Provide excellent customer service to ensure high levels of customer satisfacti...

Hiring Alert!! Job Description: Relationship Manager Wealth / Investment Position: Relationship Manager Wealth / Investment Experience Required: 5+ years Industry: Wealth Management / Investment Advisory Client Segment: High-Net-Worth Individuals (HNI) Location: Mumbai, Pune, Indore Role Overview The Relationship Manager – Wealth/Investment is responsible for managing and growing a portfolio of High-Net-Worth (HNI) clients by offering tailored investment solutions and wealth management services. The role involves understanding client financial goals, managing their investment portfolios, cross-selling wealth products, and ensuring high levels of client satisfaction while adhering to organiza...

Job Purpose and Impact The Professional, Record to Report job performs moderately complex record to report activities to collect, process and present accurate financial data for the purposes of providing external information for decision making while ensuring compliance with financial transaction recording standards. With limited supervision, this job collaborates with multiple businesses and banks to complete moderately complex operational processes and procedures, compliance and data management for financial products and services and data systems. This job also partners to lead improvements in process execution, implements process changes and continuous improvement and assist with audit ac...

About this role: Wells Fargo is seeking a Quantitative Analytics Specialist. In this role, you will: Develop, implement, and calibrate various analytical models Perform highly complex activities related to financial products, business analysis and modeling Perform basic statistical and mathematical models using Python, R, SAS, C++ and SQL Perform analytical support and provide insights regarding a wide array of business initiatives Provide solutions to business needs and analyze workflow processes to make recommendations for process improvement in risk management Collaborate and consult with peers, colleagues, managers, and regulators to resolve issues and achieve goals Required Qualificatio...

Department: Broking Channel Grade: Depending on experience Roles: Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for generating brokerage primarily through advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and focus on generating new business. To maintain a synergetic relationship with Relationship Managers, by supporting t...

Role Overview: You will be required to work closely with business users to gather functional requirements and prepare detailed test cases for Murex Functional streams (FO/MO/BO). Your responsibilities will include preparing test cases and test closure reports with evidences for every release cycle, participating in running FIT/Regression/UAT cycles, monitoring EOD batches at Murex Testing Environments, fixing batch issues, and coordinating with SMEs to resolve issues. Additionally, you will assist users during UAT cycles to obtain sign-offs for the user stories, prepare automation test suites for Murex Modules, and execute automation test cases for all releases. It will also be your responsi...

As a Regulatory & Internal Steering Indicators Production Specialist within the Banking Book scope, your role involves contributing to the team's missions related to liquidity, interest rate, and foreign exchange risk. Your responsibilities include: - Understanding the functioning of Liquidity, interest rate, and foreign exchange risk in the banking book - Producing and certifying ALM metrics (structural interest rate and exchange rate risks) at the appropriate granularity - Participating in work to improve data quality and ensure recognition of metrics by business lines - Contributing to the preparation of the monthly ALM indicator validation committees - Participating in internal and ad ho...

As a highly skilled SQL Developer at Fusion Practices, you will be responsible for working in large-scale data warehouse environments. Your expertise in Microsoft SQL Server, Power BI, and hands-on exposure to banking domain concepts, especially financial products like loans and deposits, will be crucial for this role. Key Responsibilities: - Design, develop, and maintain high-performance MS SQL databases, stored procedures, and T-SQL queries tailored to banking systems and financial reporting. - Develop and implement business intelligence solutions using Microsoft Power BI, including crafting dashboards, reports, and data visualizations to support financial and regulatory analysis. - Work o...

As a Chief Product Officer (CPO) and Co-Founder in the fintech industry, your role will be crucial in achieving market leadership in financial services. Your destination is to create disruptive fintech solutions from scratch and be part of a team that aims to revolutionize the reach of financial products to millions of users. **Why Join Us ** - Lead a fintech adventure guided by an industry pioneer who has transformed consumer banking for major banks in India. - Collaborate with a prestigious Advisory Board and Board of Directors comprising leaders who have reshaped the history of banking and fintech. - Drive products that are already successful in the market, with active suite implementatio...