4308 Financial Products Jobs - Page 29

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...

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...

Reach out to potential and existing customers to inform them about products and services through structured conversations (calling scripts provided). Understand customer needs by asking the right questions and provide relevant solutions to close sales. Answer queries related to company products and services confidently. Maintain and update customer information in CRM with disciplined follow-ups. Handle customer objections and grievances in a professional manner to preserve companys reputation. Consistently achieve individual and team sales targets, going the extra mile to maximize conversions. Keep accurate records of calls, conversations, sales progress, and follow-ups. Skills Required: Exc...

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...

Position - Relationship Manager / Senior Relationship Manager - NRI Desk, Equity Broking 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...

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 place...

Position - 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 custom...

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)...

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...

Position - 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,...

About the Role: We are looking for a passionate Product Manager / Senior Product Manager to join our Paytm Insurance team. The ideal candidate comes with prior experience in Insurtech or Fintech, and has worked extensively on partner API integrations, backend and frontend product development, and has a strong problem-solving mindset. Key Responsibilities: - Own and drive product initiatives across the Paytm Insurance ecosystem, covering web, app, and APIs. - Collaborate with external partners to integrate their APIs and ensure smooth onboarding and product flows. - Work closely with engineering, design, operations, and business teams to deliver scalable, reliable, and user-friendly insurance...

MNC Direct Hiring! Requirement: October November 2025 We’re expanding our team! Join one of India’s leading financial institutions and grow your career in sales and leadership. Open Positions: Telesales Executives – 40 Vacancies Salary: Up to 32,000 CTC/month Experience in personal loan / financial sales preferred Strong communication & convincing skills Team Leaders – 3 Vacancies Salary: Up to 6 LPA Experience in managing telesales teams required Assistant Sales Manager (ASM) – 1 Vacancy Salary: Up to 8–9 LPA Experience in handling multiple teams & achieving targets Supriya.y@jonesrecruitzo.com or whatsapp 9364093758