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1.0 - 5.0 years

0 Lacs

maharashtra

On-site

You will be working at M&G Global Services Private Limited, a subsidiary of the M&G plc group of companies, operating as a Global Capability Centre since 2003. The company offers a wide range of financial products and services through Asset Management, Life, and Wealth. Your role will be crucial in delivering attractive financial outcomes for clients and superior shareholder returns. M&G Global Services is a powerhouse of capability contributing to M&G plc's ambition to become the best loved and most successful savings and investments company globally. You will have the opportunity for career growth in various service areas such as Digital Services, Business Transformation, Management Consul...

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1.0 - 5.0 years

0 Lacs

maharashtra

On-site

You will be joining M&G Global Services Private Limited, a fully owned subsidiary of the M&G plc group of companies, dedicated to providing value-added services globally since 2003. Our purpose is to empower individuals to confidently invest their money. With over 170 years of experience, we offer a wide range of financial products and services through Asset Management, Life and Wealth segments, all working synergistically to deliver exceptional financial outcomes for our clients and shareholders. M&G Global Services has evolved into a powerhouse of capabilities, contributing significantly to M&G plc's vision of becoming the most trusted and successful savings and investments company worldwi...

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0.0 years

0 Lacs

chennai, tamil nadu, india

On-site

Job Description Deal Structuring: Collaborate with clients to structure financial deals tailored to their specific needs. . Prepare and present proposals to clients. Credit Solutions: Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products. . Assess creditworthiness and risk factors associated with clients Portfolio Growth: Focus on portfolio growth by cross-selling financial products and services. . Achieve budgetary targets for Net Interest Income (NII) and fee income. Financial Analysis: Analyze financial statements, credit reports, and market trends to assess client performance and risks Develop insights to enhance client portfol...

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5.0 - 9.0 years

0 Lacs

pune, maharashtra

On-site

Join us as an Assistant Vice President Model Risk Audit at Barclays, where you will spearhead the evolution of our digital landscape, driving innovation and excellence. You will harness cutting-edge technology to revolutionize our digital offerings, ensuring unparalleled customer experiences. You may be assessed on the key critical skills relevant for success in the role, such as experience with modeling, model monitoring, model validation, model risk management, and model risk audit role, as well as other job-specific skill sets. To be successful as an Assistant Vice President Model Risk Audit, you should have experience with: Basic/ Essential Qualifications: - Prior experience in model ris...

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3.0 - 7.0 years

0 Lacs

hyderabad, telangana

On-site

The primary responsibility of this role is to acquire, develop, and maintain client relationships while managing the direct sales team to meet and exceed expectations. As a Post Graduate/ Graduate in any discipline, your key tasks will include originating new-to-bank prospects through direct sourcing and open market channels. You will be responsible for acquiring customers and guiding their proposals up to the disbursement stage. Additionally, meeting with existing customers to generate business opportunities and revenue will be a crucial aspect of your role. Your focus will be on catering to businesses with turnovers ranging from Rs 100 to 500 crores in the Emerging Business segment, Rs 500...

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1.0 - 5.0 years

0 Lacs

maharashtra

On-site

You will be responsible for promoting and selling financial products as a channel partner on a commission basis. This role involves building and maintaining relationships with clients to understand their financial needs and recommend suitable products. You will need to stay updated on market trends and product knowledge to effectively advise clients. Additionally, you will be expected to meet sales targets and contribute towards the growth of the business. Strong communication and negotiation skills are essential for success in this role.,

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1.0 - 3.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Department Profile Morgan Stanleys Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs. Global Markets Group is the offshoring arm of Morgan Stanleys Equity businesses in India. It covers functions across IED ranging from those associated with sales, trading, analytics, strats to risk management. Background on the Team The Institutional Equities Divisions Counterparty Risk...

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1.0 - 6.0 years

3 - 4 Lacs

kochi/ cochin, pathanamthitta, kottayam

Work from Office

Relationship Manager / Senior RM with EDELWEISS Life Insurance Company - Bancassurance Channel - CSB Bank CTC : 3 - 4.5 Lakhs + incentives Handle 2 to 3 CSB bank branches , convert bank leads into sales . Relationship Management Cross Selling Required Candidate profile Looking graduates with minimum 1 year sales exp in Insurance / banking / financial products Ernakulam Kolenchery Muvattupuzha Kakkanadu Kalamassery MG road Trivandrum Alleppey Mavelikkara Kottayam

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1.0 - 5.0 years

1 - 4 Lacs

hyderabad

Work from Office

"Hiring Sales Professionals Hyderabad " Greetings from Probus Insurance Broker Pvt Ltd Products to be handled : - Life/ Health Insurance Location : Hyderabad Key Responsibilities: Hire new Partners/agents/advisors/POSP to associate with the company to bring new customers on board Train all partners/agents/advisors/posp for them to be able to use the company products Liaise between the company and the partners/agents/Advisors/POSP to be able to make sure that the partner is productive Deliver on business goals as set by the company through the partners/agents/advisors/posp Liaise with the operations teams to ensure that all processes as set out with the partners are adhered to Handling all th...

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0.0 - 4.0 years

1 - 2 Lacs

kolkata, bardhaman, howrah

Work from Office

HDB Financial Services is hiring graduate freshers for all WB locations! Support home loan and credit card sales, assist customers, and learn about financial products. No prior experience needed, training provided. Apply now! Required Candidate profile Roles & Responsibilities: Support home loan and credit card sales in West Bengal locations Assist customers with queries and application processes Generate leads and promote financial products

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0.0 - 1.0 years

0 Lacs

mumbai

Work from Office

Intern | Mumbai Gain hands-on experience in personal finance, dive into real client cases, and learn what it takes to build a career in personal finance. About The Financialist The Financialist is strategically backed by Zerodha. We are building India s best Personal Finance Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients best interests. Our subs...

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7.0 - 11.0 years

20 - 35 Lacs

ludhiana, chandigarh, navi mumbai

Work from Office

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

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3.0 - 6.0 years

3 - 4 Lacs

pune

Work from Office

Ready to shape the future of work? At Genpact, we don’t just adapt to change—we drive it. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory , our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI , our breakthrough solutions tackle companies’ most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that’s shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology se...

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4.0 - 7.0 years

1 - 4 Lacs

bengaluru

Work from Office

Ready to shape the future of work? At Genpact, we don't just adapt to change we drive it. AI and digital innovation are redefining industries and were leading the charge. Genpacts AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team thats shaping the future, this is your moment Genpact (NYSE: G) is an advanced technology services an...

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1.0 - 4.0 years

1 - 4 Lacs

ghaziabad

Work from Office

Educational Qualification: UG/ PG Key Skills: Presentable with good oral written communication skills , working knowledge of MS Office and strong learning attitude and enthusiasm. Preference : Male Candidate (Having own Bike and Smart Phone/ Laptop) To generate Leads from the Market and Follow Up with them as per their financial needs like Insurance, Mutual Funds, Taxation and close Sales. Key Responsibilities: Gather extensive knowledge about various financial products and services related to our company profile. Training will be provided from time to time on financial products. Analysis of current market trends and economy and their impact on investments. Creating and implementing strategi...

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2.0 - 6.0 years

4 - 8 Lacs

ghaziabad

Work from Office

Educational Qualification: UG/ PG Key Skills: Presentable with good oral written communication skills , working knowledge of MS Office and strong learning attitude and enthusiasm. Preference : Male Candidate (Having own Bike and Smart Phone/ Laptop) To generate Leads from the Market and Follow Up with them as per their financial needs like Insurance, Mutual Funds, Taxation and close Sales. Key Responsibilities: Gather extensive knowledge about various financial products and services related to our company profile. Training will be provided from time to time on financial products. Analysis of current market trends and economy and their impact on investments. Creating and implementing strategi...

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3.0 - 8.0 years

7 - 15 Lacs

noida

Work from Office

As a Preferred Relationship Manager (PRM) in the Retail Branch Banking (RBB) vertical at HDFC Bank, you will be responsible for managing and deepening relationships with a portfolio of high-value customers. The role requires a strong focus on customer engagement, cross-selling, and ensuring superior banking experience for Preferred Banking clients. Key Responsibilities Manage and enhance relationships with a portfolio of Preferred Banking customers . Provide personalized banking solutions and ensure superior customer service. Achieve business targets across multiple banking products (liabilities, assets, investments, insurance, etc.). Identify and cross-sell opportunities of wealth managemen...

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1.0 - 6.0 years

1 - 7 Lacs

jalandhar, punjab, india

On-site

Key Responsibilities: Branch Office Manager: Experienced in financial product marketing and sales, adept at leading branch operations to achieve revenue targets and client satisfaction. Responsibilities include overseeing sales teams, developing marketing strategies, and cultivating client relationships. Must possess strong leadership skills to motivate teams and ensure adherence to company policies and regulatory standards. Proven track record in driving sales growth, implementing effective marketing campaigns, and optimizing operational efficiency. Excellent communication and interpersonal abilities are essential for liaising with clients, staff, and senior management. The ideal candidate ...

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5.0 - 10.0 years

7 - 12 Lacs

hyderabad, thiruvananthapuram, vadodara

Work from Office

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Location: Trivendrum , Vadodra, Del...

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1.0 - 7.0 years

2 - 10 Lacs

jalandhar, punjab, india

On-site

Key Responsibilities: Branch Office Manager: Experienced in financial product marketing and sales, adept at leading branch operations to achieve revenue targets and client satisfaction. Responsibilities include overseeing sales teams, developing marketing strategies, and cultivating client relationships. Must possess strong leadership skills to motivate teams and ensure adherence to company policies and regulatory standards. Proven track record in driving sales growth, implementing effective marketing campaigns, and optimizing operational efficiency. Excellent communication and interpersonal abilities are essential for liaising with clients, staff, and senior management. The ideal candidate ...

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1.0 - 6.0 years

1 - 8 Lacs

delhi, india

On-site

Branch Office Manager: Experienced in financial product marketing and sales, adept at leading branch operations to achieve revenue targets and client satisfaction Key Responsibilities: . Overseeing sales teams, developing marketing strategies, and cultivating client relationships. Must possess strong leadership skills to motivate teams and ensure adherence to company policies and regulatory standards. Proven track record in driving sales growth, implementing effective marketing campaigns, and optimizing operational efficiency. Excellent communication and interpersonal abilities are essential for liaising with clients, staff, and senior management. The ideal candidate demonstrates a deep unde...

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1.0 - 4.0 years

2 - 5 Lacs

mumbai, mumbai suburban

Work from Office

Job Title: Associate Disclosure of Interest (Regulatory Reporting) Location: Mumbai | Experience: 3 to 5 Years Industry: Investment Banking / Financial Services Education: Bachelors / Masters Apply to srividhya.g@twsol.com Job Description: Seeking a regulatory reporting professional to join the Disclosure of Interest (DOI) team. Role involves monitoring short positions, shareholder disclosures, and takeover panel reporting across EMEA & APAC. Strong product knowledge in equities and derivatives required. Key Skills: Regulatory reporting (DOI, transaction reporting) Equities & derivatives product knowledge Trade life cycle understanding MS Excel, Access, Outlook Strong communication & stakeho...

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7.0 - 11.0 years

0 Lacs

haryana

On-site

Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients" business impact and strategic decision-making. Our team of over 4,500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work in India, Ch...

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1.0 - 5.0 years

0 - 0 Lacs

madurai, tamil nadu

On-site

You are invited to join the banking sector as a CASA Sales Officer in Madurai. This is a full-time role where you will be responsible for acquiring new Current and Savings accounts within the branch catchment areas. Your duties will include sourcing Fixed Deposits, Recurring Deposits, and other deposits, activating UPI accounts, maintaining savings balances, and promoting insurance products. Additionally, you will participate in branch activities and customer migration events, while also building strong internal relationships to maximize sales. To qualify for this position, you should hold any UG/PG degree and possess 1 to 3 years of experience in sales. The salary offered is 15,000 take-hom...

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0.0 - 3.0 years

0 Lacs

maharashtra

On-site

As an FM Analyst at our company, you will be responsible for identifying and escalating risks, promptly reporting outstanding issues to clients. You will perform various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium). Additionally, you will handle operations of Syndicated Loans and Corporate action setup and operations, and manage other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swa...

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