4294 Financial Products Jobs - Page 23

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 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) ...

We are seeking a meticulous and experienced Authoriser to manage high-value transactions and ensure operational excellence at the branch This role involves servicing walk-in customers, generating leads, cross-selling ficial products, and ensuring strict compliance with regulatory and audit requirements The Authoriser will also act as a key custodian and play a pivotal role in maintaining service quality and team coordination Service walk-in customers across all segments with professionalism and efficiency Generate leads for New-To-Bank customers and cross-sell products such as Term Deposits (TD), Mutual Funds (MF), CASA, and GoldEnsure regulatory and procedural compliance across all branch o...

We are looking for a passionate and driven individual to join our dynamic sales team. In this role, you will be responsible for promoting and selling our financial products and services to underserved communities, helping them access the financial tools they need. Your efforts will contribute to the banks mission of financial inclusion and make a positive impact on the lives of our customers. A high school diploma or equivalent is required, with a preference for candidates with a bachelors degree in business, finance, or a related field. Prior experience in sales, preferably in the financial services industry, is highly desirable. Excellent communication and interpersonal skills, with the ab...

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 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 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...

We are seeking a dynamic and results-driven Relationship Manager to lead retail sales initiatives in the AGRI-FIN and Tractor Loans segment. The ideal candidate will have a strong background in banking, particularly in retail liabilities, and a proven track record in sales and customer relationship management. This role involves enhancing the deposit pool, cross-selling ficial products, and ensuring regulatory compliance while driving branch profitability and team productivity. Sales & Business DevelopmentEnhance the deposit pool from existing and new customers. Drive sales of non-deposit products including Mutual Funds and Insurance. Achieve cross-selling targets progressively across produc...

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 absencesHandle non-transactional servicing tasks su...

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 absencesHandle non-transactional servicing tasks su...

We are seeking a meticulous and experienced Authoriser to manage high-value transactions and ensure operational excellence at the branch. This role involves servicing walk-in customers, generating leads, cross-selling ficial products, and ensuring strict compliance with regulatory and audit requirements. The Authoriser will also act as a key custodian and play a pivotal role in maintaining service quality and team coordination. Service walk-in customers across all segments with professionalism and efficiencyGenerate leads for New-To-Bank customers and cross-sell products such as Term Deposits (TD), Mutual Funds (MF), CASA, and GoldEnsure regulatory and procedural compliance across all branch...

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 absencesHandle non-transactional servicing tasks su...

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. The Team First Line Support is the front line of Adyen s US supp...

Area Sales Manager - Prime Vishwaas -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...

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the worlds largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Responsible for the accounting and valuation for complex investments, which may include complex derivative, fixed income, and international financial products. Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiativ...

Responsibilities Collaborate with stakeholders to gather, analyze, and document business requirements. Translate business needs into clear functional specifications for development teams. Conduct market and competitor analysis to inform product decisions. Work closely with UX/UI designers, developers, and QA teams throughout the SDLC. Ensure solutions align with financial regulations and client goals. Facilitate workshops, demos, and feedback sessions with stakeholders. Requirements Minimum 4+ years of experience as a Business Analyst, preferably in the financial domain. Strong understanding of financial products, services, and user behavior. Proven experience with web platform development a...

We are looking for a passionate and driven individual to join our dynamic sales team. In this role, you will be responsible for promoting and selling our financial products and services to underserved communities, helping them access the financial tools they need. Your efforts will contribute to the banks mission of financial inclusion and make a positive impact on the lives of our customers. A high school diploma or equivalent is required, with a preference for candidates with a bachelors degree in business, finance, or a related field. Prior experience in sales, preferably in the financial services industry, is highly desirable. Excellent communication and interpersonal skills, with the ab...

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility: Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inqui...

We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank, with 3 years of experience in the BFSI industry. The ideal candidate will have a strong background in micro mortgages and excellent relationship management skills. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue. Collaborate with internal teams to resolve customer queries and issues. Maintain accurate records of clie...

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-FS-Business Consulting Risk-CNS Risk Digital Risk Mumbai FS : Amid comprehensive...

As a Sales Engineer at our company in Trivandrum, your primary role will be to engage with customers, understand their requirements, and offer technical solutions. Here's what you can expect: - Understand client requirements and effectively communicate technical solutions to address their needs. - Collaborate with internal teams to ensure seamless delivery and customer satisfaction. - Cultivate and maintain long-term relationships with clients to foster loyalty and trust. - Provide support in documentation, reporting, and internal communication processes to streamline operations. To excel in this role, you should possess the following qualifications: - 1 year of experience in sales, technica...

Role Overview: Our client, a leading fintech platform revolutionizing financial management for Indians, is seeking a dynamic Lead Corporate Sales professional to spearhead the regional strategy for their expanding B2B2C business in Gurugram. In this pivotal role, you will be instrumental in acquiring and nurturing corporate partnerships, serving as a trusted advisor to key stakeholders in HR, Finance, and Rewards, and empowering organizations to provide impactful financial solutions to their employees. Your success in this role will hinge on your adept enterprise sales expertise, business acumen, and holistic relationship management skills, all aimed at enhancing employee engagement, fosteri...

Role Overview As a Relationship Executive at Shriram Finance Limited, your primary responsibility will be to manage customer relationships, assist with loan applications, and provide exceptional customer service. You will play a crucial role in processing loans, maintaining customer records, handling inquiries, and ensuring overall customer satisfaction. This full-time role will be based in Belgaum and Hubli districts. Key Responsibilities - Manage customer relationships effectively - Assist with loan applications and processing - Maintain accurate customer records - Handle customer inquiries in a professional manner - Ensure high levels of customer satisfaction Qualifications - Strong custo...

As a Sales Officer at Aarya Loans Solution Pvt Ltd in Mumbai Goregaon, your primary role will be to promote and sell financial products such as Home Loans, Business Loans, Personal Loans, and Loan Against Property. You will be responsible for lead generation, customer counseling, and achieving sales targets while providing exceptional service to customers. **Key Responsibilities:** - Generate leads through telecalling, referrals, and field activities. - Explain loan products and eligibility criteria to customers. - Collect and verify customer documents in accordance with bank/NBFC guidelines. - Establish and nurture strong customer relationships to drive repeat and referral business. - Meet ...

As a Corporate Account Manager at our company, your role involves: - Identifying, reaching out to, and onboarding new accounts - Pitching our suite of financial wellness products as part of their employee benefits program - Establishing strong entry points with HR, Admin, Rewards, and Finance stakeholders - Acting as the primary point of contact for the clients - Building and executing long-term engagement plans tailored to each corporate account - Maintaining high levels of client satisfaction, ensuring repeat engagement and referrals - Collaborating with marketing and product teams to design and deliver employee engagement campaigns - Conducting in-person sessions, virtual webinars, and fi...

As a Key Account Manager for Corporate Sales, you will be leading the regional charter for the Corporate B2B2C business. Your role will involve acquiring and nurturing key partnerships to distribute financial solutions at scale to employee bases. You will act as a trusted advisor to senior stakeholders in HR, Finance, and Rewards functions, enabling organizations to offer meaningful wealth and investment benefits to their employees. Your responsibilities will include driving deep penetration through employee awareness, engagement, and sustained usage. This senior role requires strong business acumen, consultative enterprise selling, and end-to-end relationship ownership. You will be accounta...