3091 Financial Products Jobs - Page 29

Outbound Sales Calls: Make calls to potential customers to promote and sell share market investment products and services. Follow up with leads generated via campaigns and marketing. Client Education: Educate customers about share market trends, investment benefits, and risk factors. Explain various financial instruments like equity, mutual funds, and demat accounts. Target Achievement: Meet or exceed daily, weekly, and monthly sales targets. Maintain a healthy conversion ratio through effective pitching and objection handling. CRM Management: Update all lead details, interactions, and status in the CRM tool accurately. Schedule follow-up calls and track responses. Compliance & Process Adher...

Role Description Within the Anti-Financial Crime area, Anti-Money Laundering teams are responsible for instituting measures for the prevention of money laundering and combating the financing of terrorism. The measures are described in the Anti-Money Laundering Policy DB Group and the Know Your Client Policy DB Group. They are to be implemented by the 1st Line of Defence, evaluated and reviewed by the Anti-Financial Crime function on a continual basis as well as adjusted regularly, at least annually. The person, based in Bangalore (India), will be responsible for enhancing and managing activities performed by the Anti-Financial Crime (AFC) team in DIPL across multiple locations. Your key resp...

Job Title: Reconciliation Production Analyst Corporate Title: NCT Location: Pune, India Role Description 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 respons...

We are seeking Finance Graduates to join our team in a Financial Advisory Support role. This position is ideal for individuals with exposure to financial products who are looking to kickstart their career. Both freshers and experienced candidates with excellent communication skills are welcome. This is a great opportunity to gain hands-on experience and pursue professional certifications in the finance industry. Roles & Responsibilities Provide essential support for financial advisory activities. Engage in client interactions, addressing inquiries and providing information on financial products. Assist with tasks related to Mutual Funds, Insurance, Retirement Services , and other financial o...

We are seeking Finance Graduates to join our team in a Financial Advisory Support role. This position is ideal for individuals with exposure to financial products who are looking to kickstart their career. Both freshers and experienced candidates with excellent communication skills are welcome. This is a great opportunity to gain hands-on experience and pursue professional certifications in the finance industry. Roles & Responsibilities Provide essential support for financial advisory activities. Engage in client interactions, addressing inquiries and providing information on financial products. Assist with tasks related to Mutual Funds, Insurance, Retirement Services , and other financial o...

We are seeking a skilled and experienced Relationship Associate to join our team at Bajaj Allianz. The ideal candidate will have a strong background in the life insurance sector and a solid understanding of financial products. This role is crucial for managing client relationships and contributing to business growth. Roles & Responsibilities Develop and maintain strong relationships with clients. Provide expert advice on a range of financial products. Work to achieve business objectives and sales targets. Required Candidate Profile Experience: Minimum of 2-3 years of experience in Life Insurance . Knowledge: Must have strong financial products knowledge . Skills: Good communication skills ar...

ONLY BCOM,MCOM, BBA AND MBA FINANCE CANDIDATES TO APPLY 8PM TO 4:30 AM (FIXED SHIFT)/ SAT AND SUN OFFS/IMMEDIATE JOINERS CALL VIKAS 8527840989 EMAIL :- VIKASIMAGINATORS@GMAIL.COM EXCELLENT COMMUNICATION( ORAL AND WRITTEN MANDATE FOR THIS ROLE) Required Candidate profile MIN 1-5 YRS EXP IN CUSTOMER BASED INTERACTIONS(ORAL AND WRITTEN) EXPERIENCE OF INTERACTING WITH FINANCIAL ADVISORS EXPOSURE TO FINANCIAL PRODUCTS LIKE MUTUAL FUNDS,INSURANCE, RETIREMENT SERVICES ETC.

Candidate Have do do 3 Meetings per day on Field. Candidate have to sell Life Insurance Candidate Should Have Bike License Freshers are Welcome Candidate should ready to go on field and do sales. Interested Call or Whatsapp resume @ Neeta 8077308341

Bachelor's or Master's degree in Computer Science, Information Systems, Finance, or a related field. Minimum of 5 years of experience in data modeling, with a strong preference for candidates with capital markets experience. Expert knowledge of financial products, trade lifecycle, and market data. Demonstrated experience in modeling trade data using industry-standard protocols and schemas such as FpML (Financial Products Markup Language), ISDA CDM (International Swaps and Derivatives Association Common Domain Model), FIX (Financial Information eXchange), SWIFT, or ISO20022. Proficiency in data modeling tools (e.g., ERwin, PowerDesigner, IBM Data Architect) and familiarity with database techn...

Job Title: Sales Executive Banking Products Location : Goregaon Salary Range : 20-50k Job Summary : We are seeking a dynamic and results-driven Sales Executive to promote and sell banking products and services, including savings accounts, credit cards, loans, insurance, and investment products. This role requires excellent communication skills, customer service focus, and a strong understanding of financial products. Key Responsibilities: 1. Acquire new customers for retail banking products through field visits, telecalling, and digital platforms. 2. Promote bank products such as personal loans, home loans, credit cards, fixed deposits, and mutual funds. 3. Meet or exceed monthly sales targe...

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and plac...

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Location: Trivendrum , Vadodra, Del...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help cu...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, ad...

We are seeking a skilled Relationship Manager specializing in micro mortgages to join our team. The ideal candidate will have a strong background in the BFSI industry and a proven ability to manage client relationships, identify new business opportunities, and drive sales revenue. This role is crucial for ensuring timely EMI payments and maintaining a healthy portfolio. Roles and Responsibilities Client Relationship Management: Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Maintain accurate records of client interactions and transactions. Business Development & Sales: Identify new business opportunities through networking and referrals . C...

We are seeking a skilled Relationship Manager specializing in micro mortgages to join our team. The ideal candidate will have a strong background in the BFSI industry and a proven ability to manage client relationships, identify new business opportunities, and drive sales revenue. This role is crucial for ensuring timely EMI payments and maintaining a healthy portfolio. Roles and Responsibilities Client Relationship Management: Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Maintain accurate records of client interactions and transactions. Business Development & Sales: Identify new business opportunities through networking and referrals . C...

We are seeking a skilled Relationship Manager specializing in micro mortgages to join our team. The ideal candidate will have a strong background in the BFSI industry and a proven ability to manage client relationships, identify new business opportunities, and drive sales revenue. This role is crucial for ensuring timely EMI payments and maintaining a healthy portfolio. Roles and Responsibilities Client Relationship Management: Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Maintain accurate records of client interactions and transactions. Business Development & Sales: Identify new business opportunities through networking and referrals . C...

We are seeking a skilled Relationship Manager specializing in micro mortgages to join our team. The ideal candidate will have a strong background in the BFSI industry and a proven ability to manage client relationships, identify new business opportunities, and drive sales revenue. This role is crucial for ensuring timely EMI payments and maintaining a healthy portfolio. Roles and Responsibilities Client Relationship Management: Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Maintain accurate records of client interactions and transactions. Business Development & Sales: Identify new business opportunities through networking and referrals . C...