3091 Financial Products Jobs - Page 26

About Us: At Fincart, were on a mission to make financial planning accessible and simple for every Indian. As a fast-growing fintech organization, we believe our people are our strengthand training them well is key to success. Were looking for a dynamic and engaging Soft Skills & Sales Trainer to shape the communication and sales capabilities of our team. Key Responsibilities: Design and deliver engaging training modules on soft skills, communication, grooming, etiquette , and customer handling . Conduct sales training focused on fintech products, financial planning, and client relationship management. Plan and execute onboarding training for new joiners and refresher sessions for existing t...

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 cl...

Finance Graduates only Must have exposure to Financial Products Min 1 year exp required Salary: Up to 6.5 LPA F2F Interview | Hybrid | 8:30 PM–4:30 AM WhatsApp: 8929448461 Harjas ( harjasimaginators@gmail.com ) Walk In drive - 26th Aug [Tuesday] Required Candidate profile Exposure to financial products (Mutual Funds, Insurance, Retirement Services & more) is an added advantage Willingness to pursue licensing certifications (Series 7, State Securities/Insurance, etc.)

Drive sales of Home Loans and Loan Against Property within the Aditya Birla ecosystem. Build strong customer relationships and offer financial solutions. Knowledge of insurance, mutual funds, and investment products is a plus. Required Candidate profile Education - Graduation , 2 + years of experience in relevant field , Should have knowledge of Financial products.

1. Relationship manager * Inbounding & out bounding telesales * Explain about product & service 2. Customer service * In bounding & outbounding telecalling * Convincing our client about service * Solve our clients service quiress.

About the team: Affordability at Paytm is an Omni channel team that drives the EMI business at the point of sale, both for online and offline merchants. We partner with various OEMs / brands and merchant partners to offer affordability to the customers About the Role: We are looking for a proactive and experienced Team Lead to manage and drive performance for a team of ISP promoters representing our brand EMI. This role involves leading a field team, executing promotional campaigns, managing merchant relationships, and ensuring effective implementation of the EMI awareness and adoption drive across retail locations. Expectations/ Requirements: Graduate, preferably with a background in Busine...

Required Details: Total Experience Relevant Experience Current Company: Current Designation: Current CTC Expected CTC Notice Period: Current Location Expected Location: Offer In hand: PAN Number (upload profiles to the portal): DOB (upload profiles to the portal): Reason for Job Change: Degree CGPA Passed Out: University: Location: Mumbai locals only. Budget: Open Competitive Market rate [always keep it low] Interview Mode: 1st Round -Virtual, 2nd/3rd -compulsory face to face, may have more than 3 rounds. Exp: 10-12yrs JD: 5+ Years experience in Project Management and Business Analysis across large complex Global projects at a financial institution Expert understanding of Settlements Trade F...

Treamis International School is looking for Warden (Female) to join our dynamic team and embark on a rewarding career journey Security and Safety: Ensure the security and safety of the facility and its occupants Implement measures to prevent unauthorized access, contraband, and potential security breaches Facility Management: Oversee the day-to-day operations of the facility, including maintaining infrastructure, managing resources, and ensuring cleanliness and orderliness Rule Enforcement: Enforce rules, policies, and regulations to maintain discipline and order within the facility Address any violations appropriately and apply necessary disciplinary actions Staff Management: Supervise and ...

Arunodaya University is looking for Warden to join our dynamic team and embark on a rewarding career journey Security and Safety: Ensure the security and safety of the facility and its occupants Implement measures to prevent unauthorized access, contraband, and potential security breaches Facility Management: Oversee the day-to-day operations of the facility, including maintaining infrastructure, managing resources, and ensuring cleanliness and orderliness Rule Enforcement: Enforce rules, policies, and regulations to maintain discipline and order within the facility Address any violations appropriately and apply necessary disciplinary actions Staff Management: Supervise and coordinate staff,...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

Key Objective of the Job: Achieving business targets as laid down by acquiring new client relationships through the multiple Digital journeys. Proactively understanding customer needs and cross- selling multiple products as per the requirements Should adhere to all policies and guidelines for updating leads as well as closures along with all the best practices that are put in place by the Business team. Execute all activities / campaigns as planned by the respective Digital Sales Manager Displaying customer centricity by executing all customer interface processes within defined timelines. Collaboration with various internal / external teams (Contact Center, Internal Business teams, Aggregato...

Acquire quality clients through networking, database, market intelligence and references from existing clients. Conduct various activities for client acquisition and retention Maintain records of business on lead management system To ensure that KYC (Know Your Customer) guidelines are properly understood and implemented Induct new clients to operate applications related to trading. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Cross sell other financial products offered by the company.

Role Responsibilities: Offer credit solutions, including working capital facilities, overdrafts, and term loans. Assess creditworthiness and risk factors associated with clients on an ongoing basis. Focus on portfolio growth by cross-selling financial products and achieving NII and fee income targets. Analyze financial statements, credit reports, and market trends to assess client performance and risks. Job Requirements: Graduate or Postgraduate in any discipline. Strong understanding of financial products and portfolio management. Experience in analyzing financial statements and assessing creditworthiness. Proven track record in relationship management and corporate sales.

Role Responsibilities: Offer credit solutions, including working capital facilities, overdrafts, and term loans. Assess creditworthiness and risk factors associated with clients on an ongoing basis. Focus on portfolio growth by cross-selling financial products and achieving NII and fee income targets. Analyze financial statements, credit reports, and market trends to assess client performance and risks. Job Requirements: Graduate or Postgraduate in any discipline. Strong understanding of financial products and portfolio management. Experience in analyzing financial statements and assessing creditworthiness. Proven track record in relationship management and corporate sales.

Job Purpose: Manage and strengthen client relationships, identify business opportunities, and provide financial solutions to corporate clients. Work closely with clients to understand their financial needs, structure deals, and contribute to the growth and profitability of the business. Main Accountabilities: Client Acquisition: Lead efforts to acquire new clients in the mid-corporate sector. Identify prospects and convert them into valuable business relationships. Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment. Understand clients financial goals, challenges, and opportunities. Identify new business opportunities an...

Key Objective of the Job: Achieving business targets as laid down by acquiring new client relationships through the multiple Digital journeys. Proactively understanding customer needs and cross- selling multiple products as per the requirements Should adhere to all policies and guidelines for updating leads as well as closures along with all the best practices that are put in place by the Business team. Execute all activities / campaigns as planned by the respective Digital Sales Manager Displaying customer centricity by executing all customer interface processes within defined timelines. Collaboration with various internal / external teams (Contact Center, Internal Business teams, Aggregato...

Job Purpose: Manage and strengthen client relationships, identify business opportunities, and provide financial solutions to corporate clients. Work closely with clients to understand their financial needs, structure deals, and contribute to the growth and profitability of the business. Main Accountabilities: Client Acquisition: Lead efforts to acquire new clients in the mid-corporate sector. Identify prospects and convert them into valuable business relationships. Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment. Understand clients financial goals, challenges, and opportunities. Identify new business opportunities an...

Key Objective of the Job: Achieving business targets as laid down by acquiring new client relationships through the multiple Digital journeys. Proactively understanding customer needs and cross- selling multiple products as per the requirements Should adhere to all policies and guidelines for updating leads as well as closures along with all the best practices that are put in place by the Business team. Execute all activities / campaigns as planned by the respective Digital Sales Manager Displaying customer centricity by executing all customer interface processes within defined timelines. Collaboration with various internal / external teams (Contact Center, Internal Business teams, Aggregato...

Key Objective of the Job: Achieving business targets as laid down by acquiring new client relationships through the multiple Digital journeys. Proactively understanding customer needs and cross- selling multiple products as per the requirements Should adhere to all policies and guidelines for updating leads as well as closures along with all the best practices that are put in place by the Business team. Execute all activities / campaigns as planned by the respective Digital Sales Manager Displaying customer centricity by executing all customer interface processes within defined timelines. Collaboration with various internal / external teams (Contact Center, Internal Business teams, Aggregato...

Key Objective of the Job: Achieving business targets as laid down by acquiring new client relationships through the multiple Digital journeys. Proactively understanding customer needs and cross- selling multiple products as per the requirements Should adhere to all policies and guidelines for updating leads as well as closures along with all the best practices that are put in place by the Business team. Execute all activities / campaigns as planned by the respective Digital Sales Manager Displaying customer centricity by executing all customer interface processes within defined timelines. Collaboration with various internal / external teams (Contact Center, Internal Business teams, Aggregato...

Role Responsibilities: Offer credit solutions, including working capital facilities, overdrafts, and term loans. Assess creditworthiness and risk factors associated with clients on an ongoing basis. Focus on portfolio growth by cross-selling financial products and achieving NII and fee income targets. Analyze financial statements, credit reports, and market trends to assess client performance and risks. Job Requirements: Graduate or Postgraduate in any discipline. Strong understanding of financial products and portfolio management. Experience in analyzing financial statements and assessing creditworthiness. Proven track record in relationship management and corporate sales.

Client Acquisition: Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment. Understand clients financial goals, challenges, and opportunities. Identify new business opportunities and revenue streams within the corporate finance sector. Expand the client base and promote financial products and services. Deal Structuring: Collaborate with clients to structure financial deals tailored to their specific needs. Prepare and present proposals to clients. Credit Solutions: Offer credit sol...

Credit Solutions: Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products and also innovate unique solutions for customers. Assess creditworthiness and risk factors associated with clients on an ongoing basis. 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 portfolios.

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management Managing PL of the Region and Building up Market Share Owning and Establishing Tata Capital Wealth Management Brand for the regions Recruitment, Nurturing talent, Hand Holding Reviewing team s performance for optimisation of revenues Co Owning clients of the team Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of various Investment products...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management Managing PL of the Region and Building up Market Share Owning and Establishing Tata Capital Wealth Management Brand for the regions Recruitment, Nurturing talent, Hand Holding Reviewing team s performance for optimisation of revenues Co Owning clients of the team Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of various Investment products...