4294 Financial Products Jobs - Page 28

In this role at CredAble, you will be a part of the legal team responsible for providing legal advice on various financial products and transactions. Your primary tasks will include drafting, reviewing, and negotiating a variety of agreements related to financing, security, securitization, and trade. Key Responsibilities: - Provide legal advice on financial products, loan documentation, debt/debenture issuance, securitization transactions, debt recovery, and other business operations. - Draft, review, and negotiate financing agreements, security documents, securitization agreements, and trade agreements. Qualifications Required: - 2+ years of legal experience in a financial services company ...

As a Senior Wealth Manager - Premium at Creddinv Technologies, your role will involve managing and growing a portfolio of High Net-Worth Individual (HNI) and Ultra HNI clients by offering personalized wealth management solutions. You will be responsible for building and maintaining strong, long-term relationships with clients through regular reviews and proactive communication. Additionally, you will conduct in-depth portfolio reviews, asset allocations, and investment strategies to optimize client returns. Managing complex family wealth, including philanthropic planning, succession planning, and risk management, will be a key part of your responsibilities. Your ability to drive new client a...

As a dynamic and customer-focused Branch Executive at a reputed NBFC, your role will involve handling branch operations, customer service, and loan processing while supporting sales to achieve business targets. Key Responsibilities: - Assist customers with loan applications, including gold loans and personal loans. - Handle daily cash transactions and maintain accurate records. - Cross-sell financial products such as insurance and loans. - Ensure compliance with company policies and RBI/NBFC regulations. - Maintain branch documentation and MIS reports. - Provide excellent customer service to build strong customer relationships. Qualifications Required: - Prior experience in a similar role at...

Position Overview Job Title: Reference Data Analyst Location: Jaipur, India Role Description The Reference Data Analyst focuses on effective oversight of strategic data used across the bank's systems and infrastructure. The Reference Data Analyst supports various elements of the data lifecycle, from ensuring that data is captured from the best source, to validating and classifying, and operating controls that optimize its quality and maximize coverage. The Reference Data Analyst has responsibility for maintaining robust processes related to data set-up, storage and distribution, as well as system configuration, together with participation in projects designed to streamline infrastructure and...

This particular role is within our Yubi Market vertical, and you would get to work on building our bonds platform, called Aspero, for retail users. Be able to operate in ambiguous situations and define clear objectives by breaking down the narratives independently. Work closely with business, research, data and engineering teams to understand the user goals, market dynamics and ship products. Aligning product strategy, proposition and roadmap with measurable metrics with all stakeholders. Drive PRDs, product planning, and product design of new features and enhancements. Clearly communicate product and platform benefits to our users and internal stakeholders. Requirements 5-10 years of Produc...

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...

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 cod...

Responsible for meeting sales targets Conduct presentation for existing Government employees Call and regularly visit for sales calls Retirement planning like Annuity Sales Manage Axis Bank branches assigned and activate the channel partners Responsible for meeting sales targets by daily connecting with the Nodal Officers / employees in Government offices and assist them with the product and performance report under NPS Guide them with the end-to-end processes by ensuring employee opts for Axis PFM at time of NPS registration Conduct presentation for existing Government employees and thereby get their existing Govt employees migrate their legacy Pension Funds from other PFM to Axis Pension F...

The Platinum Relationship Manager will be responsible for developing and maintaining strong relationships with business clients, understanding their unique needs, and providing tailored financial 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 finance, business, or a related field is preferred. Minimum 5 years of experience in relationship management or business banking. Strong knowledge of financial products and services, especially in business banking. Excellent communication and interpersonal skills, with a client-centric approach. Ability to build rapport and est...

About the Team The Ads team at Navi is responsible for delivering personalised and contextually relevant advertisements to customers within the app. By leveraging user insights and data-driven targeting, the team ensures ads feel like a natural and helpful part of the customer journey, ultimately driving both user satisfaction and incremental revenue for the business. What We Expect From You -Lead a portfolio of strategic programs: Drive multiple complex, cross-functional programs from ideation to launch, ensuring they align with business objectives and deliver significant impact. -Forge and maintain senior-level relationships: Partner with senior leaders across engineering, product, sales, ...

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 absences Handle non-transactional servicing tasks such...

Business Unit Overview Insurance Middle Office is Involved in customizing investment products by leveraging Blackstones credit platforms and diversified suite of alternatives to support insurers as they meet their obligations to stakeholders, invest in product innovation, and offer competitive retirement security and property protection products.Blackstone Insurance Solutions leverages Blackstones leading investment platforms and people with the goal of delivering bespoke investments based on each insurers unique objectives, outlook, and risk profile.Responsibilities: The analyst will be an integral part of the team wherein he will support the larger team in New York.Responsibilities: Primar...

Bring industry learning, experience, and best practices to identify opportunities and build out/ expand digital marketing services for Ameriprise advisors. Partner with marketing and analytics teams to fast pace digital progress dashboards Build tactics for creating prospect/ deepening opportunity pipelines Manage and provide guidance to the digital marketing specialist(s) Enable relevant research and development to consistently upscale/ upskill the service support and team of analyst(s) Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. Domain related requirements Ability to create and implement relevant social media s...

Establish and nurture strategic relationships with startup founders and key decision-makers. Drive growth and market share by promoting PayU s payment, lending, and technology solutions. Develop and execute comprehensive account management strategies for a portfolio of startups. Lead the creation and development of bespoke GTM plans in collaboration with startup clients. Facilitate startups fundraising initiatives and provide strategic advisory. Collaborate with cross-functional teams including product development, marketing, and solutions architecture to enhance value propositions. Track industry trends and investments to inform strategic planning and account growth. Represent PayU at indus...

We're seeking a strategic and results-driven Growth Product Manager to lead initiatives that drive user acquisition, engagement, and retention. In this role, you'll develop and execute product-led growth strategies, design experiments to optimize performance, and work cross-functionally to scale high-impact features. If you're passionate about growth, data, and building products that users love, this role is for you. RESPONSIBILITIES Define and lead the growth strategy across acquisition, engagement, and retention. Spot and prioritize high-leverage growth opportunities through analytics, user research, market trends, and competitive insights . Infuse fresh perspectives by staying up to date ...

The Platinum Relationship Manager will be responsible for developing and maintaining strong relationships with business clients, understanding their unique needs, and providing tailored financial 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 finance, business, or a related field is preferred. Minimum 5 years of experience in relationship management or business banking. Strong knowledge of financial products and services, especially in business banking. Excellent communication and interpersonal skills, with a client-centric approach. Ability to build rapport and est...

As a Product Management Intern at Dhan, we are looking at someone who can work with cross functional teams and develop strategies to increase productivity and improve the products. Moreover, it is one of the effective ways to kick start career at Raise in product management, apart from learning what it takes to be a successful Product Manager. If you are passionate about Financial Services and Fintech products in India wherein you feel the clients and customers should get the best possible experience, then you are looking at the place where you should apply. This would require you to be excited about the business and work with all stakeholders to drive excellence. Expected Responsibilities: ...

Research best possible flight and hotel redemptions for specific dates/destinations. Track airline and hotel loyalty program changes and update the team. Create back-end reports that simplify options for advisors Analyze spending data and prepare recommendations for credit card optimization. Maintain an internal knowledge base of redemption sweet spots and hacks. Ideal Profile Strong analytical skills; comfortable with research and data crunching. Knowledge (or willingness to learn) about airline alliances, loyalty programs, and hotel chains. Detail-oriented and organized able to handle multiple client requests. Doesn t need to be client-facing, but must be able to explain findings to adviso...

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...

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 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 cod...

Key Responsibilities: Gather, analyze, and document business requirements from stakeholders in finance, treasury, compliance, and risk management functions. Translate business requirements into functional specifications for development teams. Work closely with data teams to analyze financial and risk data for decision-making. Collaborate with cross-functional teams to support system upgrades, enhancements, and integrations. Facilitate workshops, conduct gap analysis, and prepare business process models. Ensure compliance with regulatory requirements (e.g., Basel III/IV, IFRS 9, SOX, CCAR, DFAST). Support development of risk models, exposure calculations, and financial reporting. Validate dat...

This job is provided by apna.co Post : Relationship Manager We are hiring experienced professionals for Direct Channel sales in BFSI. Engage with customers through walk-ins, leads, and referrals. Pitch relevant financial products and ensure timely conversion. Meet or exceed sales goals consistently. Candidate Profile Minimum 1 year of BFSI sales experience is mandatory. Any Graduate Min. 1 year Sales / Banking / Finance / insurance sector Very Good communication skills Target-driven & self-motivated Strong relationship-building skills For more information call or Share your CV on WhatsApp : 7600843061 HR Jayraj

Responsibilities: * Generate leads through cold calling, networking & events * Close deals with residential customers to sell the solar products. * Meet sales targets consistently

Roles and Responsibilities Handle customer queries related to education loans, credit cards, insurance sales, loan sales, mutual funds sales, and other financial products. Provide accurate information on banking services and products to customers. Identify cross-selling opportunities for various financial products such as insurance advisory services. Maintain a high level of professionalism while interacting with clients and colleagues alike. Meet sales targets set by the organization.

ROLEPURPOSE & OBJECTIVE Thisrole is primarily responsible for u nderwritinghigh ticket and open market loans in the field through thoroughassessment and personal discussion with borrower and / orco-borrower and unsecured loans of the microfinance and ruralbusiness vertical Theincumbent works on maintaining successand growth of products by adhering to defined policy and processfor loan approval and creditpolicies and processes are followed effectively by sourcingstaffs and appraisers. SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE ILDisbursement of Rs. 2-3 Cr in a month and manage IL portfolio of12-15 Cr. SupportIL business of 3-4 Branches KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Un...