4294 Financial Products Jobs - Page 24

As an ideal candidate for this role, you should have 0-1 years of experience in sales, technical support, or client-facing roles. Strong communication and interpersonal skills are essential, along with an interest in financial products, technology, and solution-based selling. Experience in the BFSI domain would be an added advantage, as well as exposure to handling CRM tools. In this role, your key responsibilities will include: - Understanding client requirements and communicating technical solutions effectively - Coordinating with internal teams to ensure smooth delivery and client satisfaction - Building and nurturing long-term relationships with customers - Supporting documentation, repo...

As a Sales Officer at our financial services team located in MG Road, Indore, you will be working in a professional office-based environment that focuses on coordination rather than chasing sales targets. This role is perfect for individuals who are looking to grow, learn, and enhance their skills in the financial services domain. **Key Responsibilities:** - Identify and develop new business opportunities. - Maintain and strengthen relationships with existing clients. - Present financial products and services to potential customers. **Requirements:** - Graduate in Any Stream - Sound English communication skills - Minimum 2 years of experience in financial product sales (Secured Loans Preferr...

You will be joining the Product Control team within the Finance division at Morgan Stanley, a global leader in financial services with a presence in over 40 countries. As a Director in the Product Controllers team, you will collaborate with colleagues across Finance and the Firm, lead individual and team deliverables, and ensure adherence to risk and regulatory standards. Your responsibilities will include managing the P&L, preparing daily reports, understanding business strategies and risks, contributing to projects and process enhancements, and escalating issues as necessary. Key Responsibilities: - Collaborate with colleagues in Finance and across the Firm - Lead individual and team deliv...

As a Sales Officer in the Gold Loan division, your role will involve promoting gold loan products to potential customers and providing excellent service to walk-in customers. Your responsibilities will include: - Generating new business by promoting gold loan products - Managing walk-in customers effectively and ensuring prompt service - Conducting initial evaluation of gold ornaments for loan processing - Maintaining healthy relationships with existing customers - Achieving monthly sales and collection targets - Ensuring compliance with regulatory and company guidelines - Coordinating with internal teams for documentation, verification, and disbursement - Maintaining proper records and MIS ...

As a Sales Engineer at our company located in Trivandrum, you will have the opportunity to engage with customers, provide technical solutions, and contribute to client satisfaction. Here is a breakdown of the role overview, key responsibilities, and qualification required: Role Overview: - Engage with customers to understand their requirements and offer appropriate technical solutions - Collaborate with internal teams to ensure seamless delivery and client satisfaction - Establish and maintain long-term relationships with customers - Assist in documentation, reporting, and internal communication processes Key Responsibilities: - Understand client requirements and propose suitable technical s...

As a Senior Associate in the Market Risk Middle Office team within Corporate Risk, you will serve as a subject matter expert in Market Risk, providing support for all daily processes. You will assist in developing the team's comprehensive operating framework, including establishing and implementing tracking and escalation processes. You will foster effective partnerships with Technology, Market Risk Operate, Market Risk VaR & Capital, MRQR, and Market Risk Reporting teams, acting as a consensus builder. You will ensure all processes are executed efficiently, effectively, and promptly to meet service level agreements (SLAs). You will cultivate critical relationships within the Market Risk Mid...

As a candidate for the role of working directly with the Founding Team to build the Institutional B2B vertical, your key responsibilities will include: - Managing all existing key relationships effectively. - Driving outbound efforts to identify and onboard new B2B partners across the BFSI space, including banks, wealth managers, insurers, NBFCs, and IFAs. - Building strong, long-term relationships with senior stakeholders and decision-makers. - Pitching WillJini's Estate Planning and Inheritance solutions to potential partners and assisting them in integrating our offerings into their client engagement models. - Collaborating with internal teams on new partnership initiatives, pilots, and c...

As a Financial Coach (Relationship Manager) at JRG Financial Services Pvt. Ltd., you will play a crucial role in business development, client relationship management, and guiding customers towards appropriate financial solutions. This position provides an exciting opportunity to advance in the financial services industry and assist clients in reaching their financial objectives. **Key Responsibilities:** - Acquire new clients for mutual fund and insurance products - Conduct financial needs analysis and recommend suitable solutions - Establish and nurture long-term client relationships - Stay informed about market trends and product knowledge - Ensure adherence to company policies and regulat...

As an AVP for Reconciliation Process at our Capital Markets and Securities Services operations, you will play a critical role in leading and optimizing complex reconciliation processes, with a focus on corporate actions. Your responsibilities will include: - Leading the comprehensive reconciliation process for various capital market products, ensuring timely and accurate resolution of breaks. - Demonstrating deep expertise in Corporate Actions reconciliation, including dividends, mergers, acquisitions, stock splits, rights issues, and bond calls, and ensuring accurate reconciliation across all affected accounts and systems. - Developing, implementing, and maintaining robust reconciliation pr...

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...

About deVere Group: deVere Group is one of the world's leading independent financial advisory firms. With a global presence spanning over 100 countries and more than $10 billion under advice, we specialize in providing expert, impartial financial advice and wealth management solutions to our clients. Position Overview: We are seeking a dynamic and results-driven Wealth Manager to join our team. The successful candidate will be responsible providing comprehensive wealth management services to our clients. This role offers the opportunity to work with a diverse range of clients and assets, providing tailored financial solutions to help them achieve their financial goals. Key Responsibilities: ...

About deVere Group: deVere Group is one of the world's leading independent financial advisory firms. With a global presence spanning over 100 countries and more than $10 billion under advice, we specialize in providing expert, impartial financial advice and wealth management solutions to our clients. Position Overview: We are seeking a dynamic and results-driven Wealth Manager to join our team. The successful candidate will be responsible providing comprehensive wealth management services to our clients. This role offers the opportunity to work with a diverse range of clients and assets, providing tailored financial solutions to help them achieve their financial goals. Key Responsibilities: ...

Role Overview: You will be a Senior Product Manager in the Digibank Team, playing a crucial role in the success of digital initiatives within the retail banking products domain. Your main responsibility will involve contributing to the conceptualization, design, and launch of innovative financial products. Leveraging technology and data, your focus will be on delivering exceptional customer experiences. Key Responsibilities: - Contribute to the success of digital initiatives within the retail banking products domain - Collaborate with cross-functional teams to conceptualize and design innovative financial products - Utilize technology and data to enhance customer experiences - Play a vital r...

In this role at Easebuzz Research & Innovation Lab, as a Strategic Planner, you will be responsible for leading strategic planning, market research, and industry benchmarking to identify new business opportunities and innovation areas. Your key responsibilities will include: - Assessing emerging business models and conducting feasibility studies for new financial products and use cases. - Designing and managing end-to-end innovation programs from ideation to prototype development in collaboration with cross-functional teams. - Developing go-to-market strategies for successful prototypes, including preparatory work for licensing and regulatory compliance where needed. - Participating in hacka...

As a Financial Services Sales Executive / Manager at our company, your role will involve acquiring new clients, promoting financial products, building long-term customer relationships, and achieving sales targets in the Financial Services Sales department. **Key Responsibilities:** - Identify, prospect, and acquire new clients for financial products and services. - Promote and sell a range of financial solutions including Insurance, Mutual Funds, Loans, Fixed Deposits, Retirement Plans, etc. - Understand clients" financial needs and provide suitable product recommendations. - Develop and maintain strong client relationships for repeat and referral business. - Meet and exceed monthly/quarterl...

As a Finance Copywriter, your role will involve crafting clear, compliant, and engaging content for leading personal-finance brands such as Axis MF, Motilal Oswal, Tata MF, Bajaj Finserv AMC, Invesco MF, Groww, DSP MF and more. Key Responsibilities: - Content Creation: Write scripts, ad copy, social posts, emailers, landing-page copy, taglines, and campaign lines for BFSI product launches, investor-education IPs, influencer campaigns, and fast-to-market creatives. - Simplify Finance: Translate complex investment concepts (SIP, debt, hybrid, index, risk-return) into clear, relatable messaging for new-to-market investors. - Compliance-Ready Copy: Collaborate closely with internal teams to ensu...

As a Trainer in the BFSI domain at our company, your role is crucial in delivering high-impact training programs on various BFSI domains such as Banking, Insurance, Financial Products, Microfinance, and NBFCs. Your responsibilities will include designing and developing training content, presentations, assessments, and role plays. Additionally, you will conduct pre-placement and skill-development sessions covering communication, interview preparation, product knowledge, and regulatory norms. It is imperative for you to assess and track student performance, attendance, and progress while coordinating with placement teams and adapting content based on hiring partner feedback. You will be conduc...

Role Overview: Our client, a French multinational IT services and consulting company, is looking for a skilled Business Analyst with expertise in Corporate Investment Banking domain to join their team in Pune on a Contract to Hire basis. As a Business Analyst, you will play a crucial role in bridging the gap between business needs and technology solutions in the banking sector. Key Responsibilities: - Collaborate with stakeholders to gather, analyze, and document business requirements related to banking products. - Translate business needs into functional specifications and user stories for development teams. - Conduct gap analysis, impact analysis, and feasibility studies for new initiative...

Position Overview Job Title: Operations Analyst, NCT Location: Pune, India Work Timings US Shift Role Description The Process Executive will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate/Application needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate/Application should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. Should take responsibility and act as backup for the Peers in absence and share best practices with the team. What We'll Offer You As part...

We are seeking a talented and passionate Relationship Manager to join our dynamic team at Kotak Mahindra Bank Ltd. In this role, you will be responsible for managing and growing our agricultural fice business, with a specific focus on tractor loans and retail operations. Your expertise will be instrumental in driving our TFE-Marketing Branches Operations forward, ensuring a strong presence in the market. Bachelors degree in Business, Fice, or a related field is preferred. Minimum 2-3 years of experience in relationship management or a similar role, preferably in the banking or agricultural sector. Strong knowledge of agricultural fice, including tractor loans and retail operations. Excellent...

As a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling ficial products, and ensuring high standards of service delivery across mapped branches This role involves managing productivity, compliance, and profitability while building strong relationships with corporate clients and internal stakeholders You will play a key role in promoting third-party products (TPPs) such as mutual funds and insurance, generating fee income, and ensuring regulatory compliance The position demands leadership, strategic thinking, and a hands-on approach to branch administration and customer engagement Drive enhance...

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) ...

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 customer e...

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 ficial products and services to underserved communities, helping them access the ficial tools they need. Your efforts will contribute to the banks mission of ficial 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, fice, or a related field. Prior experience in sales, preferably in the ficial services industry, is highly desirable. Excellent communication and interpersonal skills, with the ability to build ...

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 products Act as a backup to the Service Officer (SO) during peak hours or absences Handle non-transactional servicing tasks su...