4294 Financial Products Jobs - Page 26

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

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...

Manager - Social Media About Navi : Navi is one of the fastest-growing financial services companies in India providing Personal & Home Loans, UPI, Insurance, Mutual Funds, and Gold. Navis mission is to deliver digital-first financial products that are simple, accessible, and affordable. Drawing on our in-house AI/ML capabilities, technology, and product expertise, Navi is dedicated to building delightful customer experiences. Founders: Sachin Bansal & Ankit Agarwal Ignite the Spirit of a Navi_ite Imagine being at the heart of India s fastest-growing financial services company, where every day brings the opportunity to redefine how millions manage their money. Navi is transforming the landsca...

Role Description The Associate is a First Level Manager who will be required to manage the day-to-day activities of the Reconciliation process. Would serve as a People Manager with a very strong Subject Matter Expertise to resolve queries from team members and resolving parties alike. Aided by a Process Supervisor, the Team Manager helps address the process issues faced by the team. Candidate would work very closely with the team members, AVP/VP, resolving parties and external custodians to keep the number and value of ageing Cash & Position breaks under control. Your key responsibilities Have deep knowledge of the Reconciliation process and the associated Investment and Accounting Book of R...

You as a Senior Analyst will be responsible for completion of day-to-day activity (Static amendments and set-ups on various applications used by Front office, Middle office and Back office) as per standards and ensure accurate and timely delivery of assigned production duties. You need to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. You should ensure that all queries related to routine activities are responded to within the time frame specified. Your key responsibilities Responsible for the Investigation and resolution of static data related issues in various applications used by front office , middle office and back office team Ensure timely and acc...

The Associate SME is a functional specialist who will be required to manage the day-to-day activities of the Reconciliation process. Would support the team with a very strong Subject Matter Expertise to resolve queries from team members and resolving parties alike. Candidate would work very closely with the team members, Manager/AVP/VP, resolving parties and external custodians to keep the number and value of ageing Cash & Position breaks under control. Your key responsibilities Have deep knowledge of the Reconciliation process and the associated Investment and Accounting Book of Records. An associated understanding of Swifts / internal feeds that enable the above. Ability to relate the Reco...

The Reconciliation Production Analyst is responsible for the performance of comparison between two or more data sets, from internal or external sources, to identify matches and mismatches based upon pre-defined matching criteria. The Reconciliation Production Analyst identifies the ownership and reporting of each break to the relevant owner. They prepare and distribute summary break Management Information (MI) to management. The Reconciliation Production Analyst is also responsible for escalating the mismatches via pre-agreed criteria. Your key responsibilities The Analyst will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of as...

Join our growing B2B sales team and drive strategic partnerships that help students secure education loans seamlessly! As a B2B Sales Associate, you will be responsible for building and managing relationships with study-abroad consultants, universities, and test-prep companies, ensuring optimal engagement and business growth. If you have a knack for relationship management, strategic selling, and driving partnerships, we d love to have you onboard! RESPONSIBILITIES Identify, onboard, and nurture partnerships with study-abroad consultants, universities, and test-prep companies. Develop and execute strategies to maximize partner engagement and loan referrals. Conduct meetings, presentations, a...

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 as:Life 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 through:Canopy and Umbrella activities Cold calling Referrals and open market sourcing Drive cross-selling of ficial products such as:Life Insurance (LI) General Insurance (GI)Systematic Investment Plans (SIP)Personal Loans (PL)Fixed Deposits (FD) Work within assigned geographical areas (mapped by pin ...

You will work directly with high-net-worth clients, helping them optimize their credit card usage, loyalty points, and travel redemptions. This role is part advisory, part strategy, and part travel concierge. Responsibilities Understand client s annual spending, categories, and goals. Recommend the best set of credit cards tailored to their lifestyle. Guide clients on maximizing reward points (earning + burning strategies). Assist with redeeming points through airline & hotel loyalty programs. Advise on partner airline alliances, hotel perks, upgrades, and transfer ratios. Help plan travel itineraries, leveraging points for business/first-class flights and luxury hotel stays. Conduct setup c...

About Us : Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About Team : QR is one of Paytm's business tools to help merchants grow and manage their businesses through simplicity and data-driven technology. Roles and responsibilities: 1. Engaging with Premium merchants like portfolio tracking, merchant communication, and ensuring service is delivered in assigned areas for assigned merchants. 2. Meeting ...

Job_Description":" \u200bAbout Company - Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace...

The Platinum Relationship Manager will be responsible for developing and maintaining strong relationships with business clients, understanding their unique needs, and providing tailored ficial solutions. This role is integral to the success of our Branch Banking-Service department, as it drives business growth and enhances client satisfaction. A bachelors degree in fice, business, or a related field is preferred. Minimum 5 years of experience in relationship management or business banking. Strong knowledge of ficial products and services, especially in business banking. Excellent communication and interpersonal skills, with a client-centric approach. Ability to build rapport and establish tr...

Job Type: Full Time | Location: Bangalore Company: Sinhasi Consultants Pvt Ltd | website: www.sinhasi.com Position: Assistant Manager Investment & Financial Plan Servicing No. of Position: 2 Qualification: Graduate/Post-Graduate/CFP/CWM/NISM XA & XB Experience: 1-2 years of experience in Plan servicing and operations Job Description: Responsible for execution of investment suggestions. On time and efficient execution of Investments, Insurance plans etc. Client coordination for completing all KYC compliant documentation and other documentation Responsible for completing all paperwork towards Financial Plan implementation. To coordinate with vendors / product manufacturer to execute and resolv...

Career Family Risk Management Service Role Type Associate Analyst Associate Analyst, Risk Management The role of the Conflicts sub-function in RMS is to identify and address potential conflicts of interest of new or existing engagements. The opportunity This opportunity will enable the professional to help the firm and its client serving professionals in making right decisions with respect to engagement acceptance, in sync with EY internal compliance policies and regulatory framework. This role will assist in evaluating the risks associated with each engagement and suggest ways to mitigate them. As a conflicts management professional, this opportunity enables to assesses internal EY relation...

Company Description DKR Moneywise helps individuals and businesses achieve financial freedom through expert guidance in loans, insurance, mutual funds, stock market, forex, and crypto investments. We provide transparent, smart, and personalized financial solutions for a secure future. At DKR Moneywise, we empower clients to make smarter financial decisions and offer a wide range of financial products and advisory services. Role Description This is a full-time on-site role for an Insurance Sales Manager located in New Delhi. The Insurance Sales Manager will be responsible for driving insurance sales, managing a team of sales representatives, and ensuring excellent customer service. Daily task...

We are looking for a results-driven and experienced Relationship Manager to lead business development and customer engagement in the Construction Equipment (CE) segment The role involves enhancing the deposit base, cross-selling ficial products, ensuring regulatory compliance, and driving branch profitability The ideal candidate should have a strong background in retail liabilities, sales, and team leadership Source New-to-Bank (NTB) clients to expand the customer base Manage relationships with mid and large corporates, including infrastructure companies Handle clients with annual turnover exceeding 25 crore and an average lending ticket size of over 10 crore Manage and structure various ban...

Build and manage a portfolio of high-value business clients, ensuring their ficial needs are met. Develop and implement strategic plans to grow the business banking portfolio. Proactively identify and address client needs, offering tailored ficial solutions. Maintain a deep understanding of the market and industry trends to provide insightful advice. Collaborate with internal teams to ensure seamless delivery of services and products. Conduct regular client reviews and provide periodic updates on market developments. Ensure compliance with all regulatory and internal policies and procedures. Maintain a high level of professionalism and confidentiality in all client interactions. Act as a tru...

Connect with students and understand their financial requirements for studying abroad. Profile students based on loan eligibility criteria and build a strong loan funnel. Educate students about loan options and assist them in navigating the application process. Collaborate with partner banks and financial institutions to facilitate seamless loan approvals. Maintain a strong sales pipeline and achieve conversion targets. Provide exceptional customer support, addressing student queries and concerns effectively. Stay updated on industry trends, loan policies, and financial products. QUALIFICATIONS Education: Bachelor s degree in any field. Experience: 1-3 years of experience in B2C sales , pref...

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 tas...

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 Fund...

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...

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 such...

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 sourcing Drive cross-selling of ficial products such as:Life Insurance (LI)General Insurance (GI)Systematic Investment Plans (SIP)Personal Loans (PL)Fixed Deposits (FD)Work within assigned geographical areas (mapped by pin code...