4294 Financial Products Jobs - Page 19

As a Sales Engineer at our company in Trivandrum, you will play a key role in engaging with customers and providing them with the right solutions. Your responsibilities will include: - Understanding client requirements and effectively communicating technical solutions - Coordinating with internal teams to ensure smooth delivery and client satisfaction - Building and nurturing long-term relationships with customers - Supporting documentation, reporting, and internal communication processes To excel in this role, you should meet the following qualifications: - 0-1 years of experience in sales, technical support, or client-facing roles - Strong communication and interpersonal skills - Interest ...

Requisition Id: 1652890 As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world This starts with a culture that believes in giving you the training, opportunities and creative freedom At EY, we don't just focus on who you are now, but who you can become We believe that its your career and ?Its yours to buildwhich means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self, The opportunity : Analyst-TMT-Business Consulting Risk-CNS Risk Process & Controls...

As a candidate for this role, you will be responsible for generating leads, acquiring customers, and conducting field work. You should have a strong understanding of financial products such as mutual funds and portfolio management services, as well as basic knowledge of MS-Excel. The ideal candidate will have a graduate or post-graduate degree and at least 2 years of experience in the share market. Please note that male candidates are preferred for this position. Work Location: In person,

ABOUT ZOLVE Welcome to the financial frontier of limitless possibilities - welcome to Zolve. Were not just a fintech; were architects of a financial revolution, crafting a narrative that transcends borders. At Zolve, we believe in rewriting the rules of finance to empower global citizens, nomads, and dreamers to navigate the world without constraints. Zolve is the worlds first cross border neo-bank which helps migrants get access to credit in the new country based on their home country credit score. Zolve s cross-border capabilities enable global citizens to access financial products such as checking accounts, credit cards, remittances, insurances, and loans seamlessly, helping them to be fi...

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 revi...

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 revi...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...

Area Sales Manager - Old Car Finance-Sales Job Responsibilities: Responsible for used car/alternate channel business for the region Plan, organize and achieve overall budgeted targets Plan and coordinate activities through sales team Liasion with cross functional teams to recruit and onboard personnel for all product lines for the region Train and motivate the team members Supervise and guide the teams performance Oversee cross-selling of all products for the region Monitor budget achievements and prepare forecasts Job Requirements: Working knowledge of the various product lines viz used car/new car/alternate channels of loan Working knowledge of any secured lending financial products viz ho...

We are looking for a customer-focused and experienced Senior Desk Officer (SDO) to support branch banking operations and deliver high-quality service to walk-in customers. The SDO will play a key role in servicing clients across segments, resolving queries, and supporting the Service Officer as needed. This role also involves non-transactional servicing, reconciliation, and cross-selling of ficial products. Service walk-in customers across all segments, ensuring prompt and courteous assistance Generate leads for New-To-Bank (NTB) customers and actively cross-sell ficial productsAct as a backup to the Service Officer (SO) during peak hours or absencesHandle non-transactional servicing tasks s...

We are looking for a customer-focused and experienced Senior Desk Officer (SDO) to support branch banking operations and deliver high-quality service to walk-in customers. The SDO will play a key role in servicing clients across segments, resolving queries, and supporting the Service Officer as needed. This role also involves non-transactional servicing, reconciliation, and cross-selling of ficial products. Service walk-in customers across all segments, ensuring prompt and courteous assistanceGenerate leads for New-To-Bank (NTB) customers and actively cross-sell ficial productsAct as a backup to the Service Officer (SO) during peak hours or absences Handle non-transactional servicing tasks s...

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of ficial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint. Conduct 100% field-based customer acquisition for Savings and Current Accounts through Canopy and Umbrella activitiesCold callingReferrals and open market sourcingDrive cross-selling of ficial products such asLife Insurance (LI)General Insurance (GI)Systematic Investment Plans (SIP)Personal Loans (PL)Fixed Deposits (FD)Work within assigned geographical areas (mapped by pin code...

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of ficial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint. Conduct 100% field-based customer acquisition for Savings and Current Accounts throughCanopy and Umbrella activitie sCold callingReferrals and open market sourcingDrive cross-selling of ficial products such asLife Insurance (LI)General Insurance (GI)Systematic Investment Plans (SIP)Personal Loans (PL)Fixed Deposits (FD)Work within assigned geographical areas (mapped by pin code...

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of ficial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint. Conduct 100% field-based customer acquisition for Savings and Current Accounts throughCanopy and Umbrella activitiesCold callingReferrals and open market sourcing Drive cross-selling of ficial products such asLife Insurance (LI)General Insurance (GI)Systematic Investment Plans (SIP)Personal Loans (PL)Fixed Deposits (FD)Work within assigned geographical areas (mapped by pin code...

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service. This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team. You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of ficial products Drive enhancement of the deposit pool from existing and new customers.Ensure high standards of customer service delivery across all touchpoints.Promote and achieve cross-selling targets for non-deposit products.Lead sales initiatives for Mutual Fu...

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service. This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team. You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of ficial products Drive enhancement of the deposit pool from existing and new customers.Ensure high standards of customer service delivery across all touchpoints.Promote and achieve cross-selling targets for non-deposit products.Lead sales initiatives for Mutual Fu...

The Acquisition Manager Business Banking is responsible for driving the growth of the deposit base and cross-selling ficial products to business banking customers. This role involves managing branch operations, ensuring regulatory compliance, and achieving profitability targets. The ideal candidate will have strong sales experience in retail liabilities, leadership capabilities, and a deep understanding of ficial markets and instruments. Enhance the deposit pool by acquiring and managing business banking customers. Drive cross-selling of non-deposit products including mutual funds, insurance, and other third-party offerings.Generate fee income through effective product penetration and custom...

The Acquisition Manager Business Banking is responsible for driving the growth of the deposit base and cross-selling ficial products to business banking customers. This role involves managing branch operations, ensuring regulatory compliance, and achieving profitability targets. The ideal candidate will have strong sales experience in retail liabilities, leadership capabilities, and a deep understanding of ficial markets and instruments. Enhance the deposit pool by acquiring and managing business banking customers. Drive cross-selling of non-deposit products including mutual funds, insurance, and other third-party offerings.Generate fee income through effective product penetration and custom...

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service. This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team. You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of ficial products Drive enhancement of the deposit pool from existing and new customers.Ensure high standards of customer service delivery across all touchpoints.Promote and achieve cross-selling targets for non-deposit products.Lead sales initiatives for Mutual Fu...

Responsibilities: * Manage HNIs' wealth through SIPs & mutual funds sales. * Collaborate with investment product teams. * Provide exceptional customer service. * Implement wealth management strategies. * Meet revenue targets. Food allowance Health insurance Annual bonus

Sales Head Insurance Retail Business Company Description: FatakPay is revolutionizing access to credit in India by providing quick and convenient financial solutions. Our app ensures a transparent transaction experience enabling digital credit approvals in minutes. We're committed to enhancing employee welfare through powerful financial products and technology platforms. For more information, visit our website at http://fatakpay.com. Role Description: We are looking for a high-performing Retail Business Sales Head at AVP/DVP/VP level to lead and scale our direct-to-customer (D2C) insurance sales channel. The ideal candidate will bring deep experience from leading Insurtech platforms with str...

Project description This role is with a large Australian bank using Murex for FX, Commodities trading, and as a market risk engine. The position requires a seasoned Finance Business Analyst with expertise in Murex Accounting, Pricing, Market Data, and Curve setup. The candidate will support stakeholders across Accounting, Finance, and Product Control to deliver both regulatory and business-driven change initiatives, as well as provide production support. Responsibilities Partner with Front Office, Finance, Product Control, and Operations teams to gather requirements for new change initiatives and resolve day-to-day issues. Configure and maintain Murex Accounting setup, including sub-ledger a...

Mutual Funds Sales Executive | Pune | Full-time Entry-level role for grads passionate about finance. Sell MF products, manage clients, meet sales targets. CTC up to 3.75L + perks.

About this role: Wells Fargo is seeking an Associate Escalations Representative. In this role, you will: Support internal and external customers in responding to customer inquiries and complaints regarding financial products and services Perform routine course of action, conduct investigative steps to fully identify the issues, research product information, terms, conditions, or contracts and resolve complex problems and inquiries Receive direction from supervisors, and escalate questions and issues to more experienced individuals Interact with internal and external customers regarding inquiries and complaints, serve as an intermediary between parties to resolve disputed matters, negotiates,...

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....