4294 Financial Products Jobs - Page 18

Role Overview: As FlexiLoans enters the next phase of growth, we are seeking individuals like you who are driven to make a significant impact in the MSME ecosystem. In this role, you will be tasked with spearheading growth, formulating strategies, and supervising all sales and operational facets of the vertical. Key Responsibilities: - Take ownership of the vertical, overseeing it from strategy development to execution - Create and execute a comprehensive growth, profitability, and scalability plan - Identify and capitalize on new business opportunities to expand the vertical's outreach - Ensure portfolio growth and quality nationally for managed relationships - Provide guidance, establish o...

Role: Sales Associate-FOS (Buyer FOS) Qualification: Graduation/ Post Graduation/Diploma Experience: Minimum 2 + years in B2B Sales (Industrial Sales/Banking/NBFC) Position: Third Party Contract for 1 Year - Renewable to 2 years Location: Hyderabad, Vijayawada , Gwalior & Chandrapur Responsibilities: Onboarding buyer on platform by through cold calls, reference meeting, direct meeting. Training and guiding buyers to raise buying requirement (RFQ) on platform. Coordinating with supply team for quotes and ensure maximum conversion of RFQ. Cross selling platform linked financial offering to buyers. Collecting documentation for financials offerings ,lesioning with lender for quick limit set up. ...

Company Description SK Finance Limited, a Middle Layer NBFC, has been celebrating and embarking on 30 years of financial excellence by empowering dreams with vehicle loans, small business loans, and personal loans. Operating in rural and semi-urban areas across North, West, and Central India, SK Finance Ltd. has built a strong presence in 12 states and Union Territory with over 650+ branches and more than 12,000+ employees. The company is backed by marquee private equity funds such as Norwest Venture Partners, TPG Capital, Baring India, and Evolvence India. Our mission is to bring about a positive impact on society while maintaining a steadfast commitment to quality, relentless innovation, a...

Company Description Tata Capital Limited, a subsidiary of Tata Sons Limited, is a customer-centric financial services provider registered with the Reserve Bank of India as a Core Investment Company. The company, along with its subsidiaries, offers a wide range of fund and fee-based financial services under the Tata Capital brand. Tata Capital caters to the diverse needs of retail, corporate, and institutional customers in areas such as Commercial Finance, Infrastructure Finance, Cleantech Finance, Wealth Management, Consumer Loans, and Tata Cards. With over 500+ branches across critical markets in India, Tata Capital is committed to building long-lasting relationships with its customers. Rol...

Position: Client Onboarding- Investment Banking (Trade, Derivatives, Reporting ) Experience: 1-3 Years Location: Mumbai Notice Period: Immediate Joiners Interested candidates can apply to the given Email ID: srividhya.g@twsol.com Job Description: Primary Responsibilities: 1. Initiate different product accounts on systems. 2. Responsible for coordinating with different team like but not limited to risk, sales, documentation etc. to get the accounts opened 3. Expertly navigate the organization, across divisions, to deliver timely and accurate issue resolution which may include communication with senior stakeholders within Ops and the BU. 4. Organizing and prioritizing account on-boarding for l...

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's 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. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's 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. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's 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

To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings. Key Responsibilities: Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products . Educate and guide potential investors about Where2Invests new product offerings and how they enhance their existing portfolio. Assist senior sales managers in client acquisition, onboarding, and servicing processes. Participate actively in financial liter...

To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings. Key Responsibilities: Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products . Educate and guide potential investors about Where2Invest’s new product offerings and how they enhance their existing portfolio. Assist senior sales managers in client acquisition, onboarding, and servicing processes. Participate actively in financial lite...

Skills: . CRM software, Cold calling, Salesforce, Lead generation, Negotiation skills, Customer retention, Active listening, Salesforce Automation Tools,. Job Overview. We are seeking a dynamic and results-driven Personal Loan Telesales Executive to join our team. The ideal candidate will be responsible for reaching out to potential customers, explaining loan products, and guiding them through the application process. This role requires excellent communication skills, persuasive selling abilities, and a customer-focused approach. Key Responsibilities. Contact potential customers via phone to promote personal loan products. Explain loan features, eligibility criteria, interest rates, and repa...

Skills: . CRM software, Cold calling, Salesforce, Lead generation, Negotiation skills, Customer retention, Active listening, Salesforce Automation Tools,. Job Overview. We are seeking a dynamic and results-driven Personal Loan Telesales Executive to join our team. The ideal candidate will be responsible for reaching out to potential customers, explaining loan products, and guiding them through the application process. This role requires excellent communication skills, persuasive selling abilities, and a customer-focused approach. Key Responsibilities. Contact potential customers via phone to promote personal loan products. Explain loan features, eligibility criteria, interest rates, and repa...

Skills: . Cold Calling, Lead Generation, Customer Relationship Management, Communication Skills, Objection Handling, Negotiation Skills,. Job Title:Personal Loan Telesales Executive. Location:E-53,54 Sector 3. Job Type:Full-time. Experience:0-1 years (Freshers can apply). Salary:15000 + Incentives. Industry:Banking / Financial Services / NBFC. Job Summary. We are looking for a dynamic Telesales Executive to promote and sell personal loan products over the phone. The ideal candidate should have excellent communication skills, a customer-centric approach, and the ability to achieve sales targets. Key Responsibilities. Lead Generation & Sales. Call potential customers and explain personal loan ...

Skills: . CRM software, Cold calling, Salesforce, Lead generation, Negotiation skills, Customer retention, Active listening, Salesforce Automation Tools,. Job Overview. We are seeking a dynamic and results-driven Personal Loan Telesales Executive to join our team. The ideal candidate will be responsible for reaching out to potential customers, explaining loan products, and guiding them through the application process. This role requires excellent communication skills, persuasive selling abilities, and a customer-focused approach. Key Responsibilities. Contact potential customers via phone to promote personal loan products. Explain loan features, eligibility criteria, interest rates, and repa...

Skills: . Cold Calling, Lead Generation, Customer Relationship Management, Communication Skills, Objection Handling, Negotiation Skills,. Job Title:Personal Loan Telesales Executive. Location:E-53,54 Sector 3. Job Type:Full-time. Experience:0-1 years (Freshers can apply). Salary:15000 + Incentives. Industry:Banking / Financial Services / NBFC. Job Summary. We are looking for a dynamic Telesales Executive to promote and sell personal loan products over the phone. The ideal candidate should have excellent communication skills, a customer-centric approach, and the ability to achieve sales targets. Key Responsibilities. Lead Generation & Sales. Call potential customers and explain personal loan ...

About Us. Quantsapp already has a large user base of 1.8 million HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering Quant Analytics in Mutual Funds. With machine taking over investing activities globally, we are the first movers in this domain with a backing of highly qualified & experienced Quant Analysts. Our core team has over 20 years of experience in Stock Markets in major roles and have managed 1000's of crore of AUM. About The Role. We are actively seeking enthusiastic go-getter to join the business team at Quantsapp. In this role, you will be responsible for acquiring, developing and ret...

Responsible for scoping of area of sales and operations and implementing strategies to increase productivity and performance with regard to financial products Connect with IFAs (Independent Financial Advisors) to revenue out of different financial products These IFAs are already customers for Mutual Fund Asset class Sourcing new acquisition opportunities from outbound calls / Lead generation / approaching IFA and closing deals Support operational issues related to different assets Strengthen relationship with existing IFAs to generate business and identify opportunities to cross sell Maintain a list of new initiatives, discuss with the reporting head prioritize Identify opportunities in the ...

This role is responsible for acquiring new clients, offering broking and investment services, and ensuring the growth of the company's client base. This role focuses on building relationships, providing expert financial advice, and achieving acquisition and revenue targets. The ideal candidate should possess strong financial market knowledge, excellent interpersonal skills, and a proven track record in client acquisition. Key Responsibilities: Client Acquisition and On-boarding : Identify, prospect, and on-board new clients through networking, referrals, and market research.Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial produ...

Acquiring, activating and servicing corporate/institutional clients for trading in currency derivative segment for Kotak Securities. Continuous interaction with the clients to identify their requirements and provide solutions through existing product gamut. Co-ordination with client and dealing team to generate revenue from the existing clients in currency segment. Comply with KYC/SEBI rules, regulations and legislation governing the financial services industry. Improving client relationship by offering multiple investment products available with Kotak Securities. Workingclosely with product team to develop currency segment on overall basis. Skills & Knowledge MBA or PGDBA Finance from a rep...

As an Assistant Vice President - Finance Operations at HSBC, your role will involve being the Process Leader for one of the Financial Accounting work streams for the region and all legal entities within that. You should be a subject matter expert in financial control & accounting with end-to-end knowledge. Your responsibilities will include: - Being a subject matter expert in financial control & accounting - Extensive exposure in various aspects of Site Reporting - Closing books per IFRS - Conducting analytical reviews - Coordinating with site finance teams for timely closure of GL and completion of Site Reporting - Establishing and running a strong quality control framework - Driving govern...

You'll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone who is comfortable with sales and long-term relationship building. Key Responsibilities Prospect, acquire, and onboard clients Understand client goals and recommend suitable investment products Maintain long-term client relationships Guide clients on mutual funds, insurance, and other investment avenues Ensure compliance with regulatory guidelines Who we are looking for Someone who enjoys sales and interaction with people Prior experience in investments / banking / mutual funds / insurance Working knowledge of financial p...

As an experienced professional in the finance industry, you will play a crucial role in driving the effective output of the team within the given timeline. Your responsibilities will include full-time production in Geneva implementations, such as software installation, setup, and providing hands-on functional and technical training to the India team. Additionally, you will be involved in various administrative tasks related to the coordination of workflow. Some of your key responsibilities will be: - Coordinating workflow and completing detailed tie-out NAV pack between two systems - Reviewing cash and position reconciliations and validating new system portfolio pricing - Analyzing State Str...

Role Overview: ApplyBoard is seeking a dedicated Process Advisor to join their team. As a Process Advisor, you will be responsible for guiding students and Recruitment Partners through the selection and application processes for various educational products. Your role will involve collaborating closely with partners and engaging directly with students to ensure a smooth application experience. Your knowledge of financial products, customer service skills, and proactive approach will contribute to the success of the lending program and client satisfaction. Key Responsibilities: - Work directly with students and Recruitment Partners to facilitate accurate and complete submission of loan applic...

Role Overview: You will be joining a team responsible for onboarding clients on various vendor platforms like Fxall, Bloomberg, 360T, EBSDirect, etc. The products covered include OTC Fixed income, Currencies, and Commodities. Your role will involve liaising with vendors, ensuring approvals are in place for clients to access e-pricing offers, maintaining the existing client base, troubleshooting client queries, and communicating internally with various teams. Key Responsibilities: - Onboard clients on vendor platforms and monitor requests for OTC Fixed income, Currencies, and Commodities - Liaise with vendors on platform queries - Own the onboarding request process and ensure all necessary ap...

You will be responsible for managing sales through assigned bank branches and maintaining strong relations with tie-up banks. Your key responsibilities will include converting company-provided leads into sales, attending and assisting walk-in customers, and cross-selling insurance & financial products. It will be essential for you to achieve monthly sales targets. Qualifications Required: - Education: Any Graduate with Good Communication - Experience: Minimum 1 year of experience in any sales, banking, finance, or insurance field - Age: 22 to 32 years (Freshers cannot apply) Please note that the contact person for this job is HR Nirali, and the contact number is 9714602190.,