3089 Financial Products Jobs - Page 3

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 evenInvestments ts to develop t...

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...

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

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.

Role Overview: You will be responsible for originating New-To-Bank (NTB) prospects through direct sourcing and open market channels. Your main duties will include acquiring customers and taking their proposal up to the stage of disbursement. You will cater to businesses with turnovers ranging from Rs 100 to 500 crores in the Emerging Business segment, Rs 500 to 1000 crores in the Mid Corporate segment, and Rs 1000 crores & above in the Large Corporate segment. Providing different working capital facilities tailored to the clients" needs such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc., will be a part of your role. Managing cust...

As an Associate, Valuation Controller within the Valuation Control Group, your role involves executing price verification and benchmark processes, calculating fair value adjustments, and assisting with established practices and control initiatives. You will collaborate with various functional groups to address valuation-related issues and contribute to impactful projects across Business, Risk, and Finance initiatives. **Key Responsibilities:** - Execute price verification/benchmark process, including the calculation of fair value adjustments - Assist with VCG established practices and control initiatives - Partner with functional groups on valuation related issues and develop/implement appro...

Role Overview: As a customer service representative in the financial industry, your primary responsibility will be to handle inbound and outbound calls from customers, addressing inquiries related to insurance, investment, and other financial products. You will be expected to provide accurate and detailed information on product features, pricing, eligibility criteria, and application procedures. Your role will involve assisting customers in resolving issues and complaints promptly and professionally, while also educating them on available services, promotions, and opportunities for cross-selling and upselling. Key Responsibilities: - Handle inbound and outbound calls from customers, addressi...

Relationship Manager - Financial Services Qualification: Any Graduate / Postgraduate Key Responsibilities: Client Acquisition & Relationship Management Identify potential customers and generate leads for loan products and liability accounts. Build and maintain strong relationships with both new and existing clients. Understand customer financial needs and provide tailored solutions. Sales & Product Management Promote and sell financial products, including Personal Loans, Business Loans, Credit Cards, Savings Accounts, and Fixed Deposits . Ensure customer retention by managing liabilities effectively. Achieve sales targets for both loan and liability products. Market Analysis & Reporting Stay...

Role Overview: You will be responsible for developing and managing the success of specific financial products and services. Your expertise will be focused on a particular product line, involving coordination between product development, marketing, sales, and customer service. The purpose of this role is to provide specialized knowledge on financial products and services, ensuring a seamless connection between product development, marketing, sales, and customer service. Key Responsibilities: - Providing subject matter expertise on specific products and services to customers and colleagues, explaining features, functionalities, benefits, limitations, risks, and compliance. - Identifying market...

Role Overview: As a Sales Executive at our organization, your primary responsibility will be to sell home loans and other financial products. You will be required to meet with clients, pitch our products effectively, and ensure successful closure of deals. Success in this position will be demonstrated by meeting sales targets, maintaining strong client relationships, and contributing to the overall growth of the business. Key Responsibilities: - Sell home loans and other financial products to clients - Meet with clients to understand their financial needs and pitch products effectively - Ensure successful closure of deals by following up with clients and providing necessary support Qualifica...

As a Risk Platform Developer, your primary responsibility is to develop a comprehensive understanding of business requirements related to market and credit risk calculations for integration into the strategic risk platform. You will engage with key stakeholders to gather and document these requirements effectively. Collaborating with business representatives and product leads, you will work towards devising optimal system solutions that align with the identified business needs. Enhancing data visualization, dashboard, and reporting capabilities will also be a crucial part of your role. - Develop a comprehensive understanding of business requirements related to market and credit risk calculat...

As an Analyst at the Risk Testing Group (RTG) at Goldman Sachs, you will be part of a multidisciplinary team of quantitative and financial experts responsible for independent oversight of all financial and non-financial risks. Your main responsibilities will include: - Identifying potential material errors or omissions related to data accuracy, conformance with regulatory instructions, and ongoing effectiveness of key controls - Developing an understanding of the firm's risk management framework, models, methodology, techniques, and processes - Conducting independent reviews of key regulatory and internal initiatives and communicating results through formal reports - Performing validation of...

Freshers welcome. Join as Sales Executive. Generate credit card business and cross-sell banking products. Good communication skills. Attractive incentives. Call/WhatsApp HR Poonam: 8368018157

As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. - Conduct independent model validation and model governance activities to help identify, measure, and mitigate Model Risk in the firm - Ensure that models are fit for purpose, used appropriately within the business context for wh...

Freshers are welcome Generate business for credit cards ,and Cross sell products of the bank Candidate should have bike and License Must have good Communication Location is at Navi Mumbai so apply accordingly. Interested plz call HR Neeta 8077308341

Designation:- Sr.Wealth Manager Job Location :-Pune [Kalyani Nager] Job Summary : We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client satisfaction Key Responsibilities: Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship d...

Roles and responsibility Engaging with Premium merchants like portfolio tracking, merchant communication, and ensuring service is delivered in assigned areas for assigned merchants. Meeting sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products Ensuring product penetration along with revenue growth. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant''s grievances and ensure its resolved on time. Plan and execution of day-to-day activities along with the team and Review teams deliverables. Gathering consistent feedback from the market for existi...

Nazir is a suite of financial products designed to manage and control Amazon s global capital investments worth ~$20B each year. It s Cost Management platform that manages financial lifecycle of construction projects from planning (catalog, estimation, benchmarking, funding, budget) through execution (contract management, change orders, cost reports, cash flow, payments, accounting), provides useful insights into risks cashflow forecasting, while enforcing financial controls and data centralization. It s green field initiative with great opportunity to learn and create long term impact for our customers. You will have the opportunity to design and implement systems that delight our customers...

Key Responsibilities: Assist customers with inquiries related to ILSCV finance products and loan processes. Support sales team by handling customer documentation, follow-ups, and lead generation. Resolve customer complaints and issues promptly and professionally. Provide accurate information on product features, payment schedules, and repayment options. Coordinate with internal teams to ensure timely processing of loan applications and disbursements. Maintain records of customer interactions and transactions. Promote cross-selling of related financial products to existing customers. Location - Mumbai,Delhi / NCR,Pune,Bangalore,Hyderabad,Chennai

About the team: We are an end to end tech enabled credit platform providing seamless credit access to customers. Our capabilities extend from fully digitized customer on-boarding, seamless in-app to real times offers for We partner with financial institutions and leverage the insights we gather through our ecosystem design and offer innovative and customized financial products to our consumers and merchants. About the role: Are you someone who loves to build products and also gets curious about the technology stack being used? Have you worked in technical roles at some point in your career and enjoyed them (be it software developer, engineering manager, or architect) We are looking for Produ...

About Team : QR is one of Paytms 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 sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products ensuring product penetration along with revenue growth. 3. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant's grievances and ensure its resolved on ...

Engaging with Premium merchants like portfolio tracking, merchant communication, and ensuring service is delivered in assigned areas for assigned merchants. Meeting sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products Ensuring product penetration along with revenue growth. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant's grievances and ensure its resolved on time. Plan and execution of day-to-day activities along with the team and Review teams deliverables. Gathering consistent feedback from the market for existing offerings and insights ...

Dear Candidate, CALL @9717049240 (Aneesa) for Interview GOLDEN OPPORTUNITY FOR FRESHER TO START THE CAREER WITH PAISABAZAAR. We are hiring for Associate Sales Consultant for Outbound- Tele sales Process. ONLY WALK-IN INTERVIEWS. LOCATION:- Tidel park, North C tower, 8th floor, OMR road Chennai For instant reply please share your updated resume @9717049240 - Aneesa on WhatsApp LANGUAGE :- TELUGU and MALAYALAM with ENGLISH WALK-IN INTERVIEW DETAILS Day- Monday to Saturday TIME:- 10 AM - 4 PM Job description:- 1. Freshers or candidate having experience in Tele calling are required. 2. Assisting customers in sale of a range of financial products on phone. 3. Selling of Financial Products 4. Fres...

Overview MSCI’s DataDesk team is responsible for ensuring the quality, accuracy, and governance of vendor and internal datasets that power our global indexes and analytics products. We are seeking a highly skilled DataDesk Functional Owner who will lead data governance, onboarding, and validation initiatives, while driving innovation in data analysis using AI and automation. This role requires a blend of technical expertise, financial markets knowledge, and leadership capability to ensure MSCI delivers world-class data quality and insights to clients. Responsibilities Data Governance & Quality Ensure vendor and internal data meet MSCI’s rigorous data standards for accuracy, consistency, and ...

Understanding of Financial Products including NPS Understanding of KYC processes, Business Operations, etc. Proficiency in MS Excel Knowledge of MIS Preparation with handling large data sets Exposure to SQL or data analytics tools is a plus Exposure to regulatory Compliance and reporting Prior experience in NPS Operations will be a plus Good Communication (Oral and Written) and Stakeholder Handling Ability to learn quickly Strong Analytical and Reconciliation Skills Knowledge of MIS Preparation with handling large data sets Prior exposure to NPS operations and client handling will be considered and added advantage.