5445 Financial Products Jobs - Page 30

Role Overview: As an SME - Corporate, Marine/ Liability, fire/ Property, GMC /GPA specialist based in Mumbai, your main responsibility will be to manage a portfolio of SME clients. Your focus will involve monitoring their insurance needs, engaging proactively to ensure client satisfaction and retention, and identifying new business opportunities within the SME sector to expand the company's client base and revenue. Developing and maintaining strong relationships with SME clients is crucial for understanding their business needs and providing personalized service. Selling insurance products and services to SMEs and cross-selling other relevant financial products are also part of your role. Ke...

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to clients around the world. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco and make a difference every day. Your Role: - Daily Monitoring of investment restrictions and guidelines. - Learn and practice rule coding and testing in the Order Management System (OMS). - Responsible for identifying any unusual or potent...

Role Overview: You will be a part of the Employee Compliance Department within Central Compliance at Deutsche Bank. Your primary responsibility will involve reviewing, approving, and monitoring employee activities related to Personal Account Dealing Trading, Outside Business Interests, Private Investments, Employee Trade Surveillance, and Consequence Management across APAC, Americas, and EMEA regions. Your role is crucial in ensuring ethical conduct, regulatory compliance, and maintaining the Bank's reputation. Key Responsibilities: - Hands-on experience in various processes of Employee Compliance including Personal Account Dealing Trading, Outside Business Interests, Private Investments, Em...

As a Cluster Head / Regional Head - Private Wealth at our client, a leading NBFC, located in New Delhi, your role will involve managing and expanding the portfolio of private wealth clients. You will oversee a team of wealth managers, ensuring high-quality service delivery and developing and implementing business strategies. Your responsibilities will also include monitoring market trends, ensuring compliance with regulatory requirements, achieving financial targets, building strong client relationships, and representing the company at various industry forums and events. Key Responsibilities: - Experience in private wealth management, portfolio management, and client relationship management ...

Role Overview: As a part of this role, 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. To excel in this role, you should have a solid understanding of Global Banking operations and possess experience in stakeholder management across various geographies and functions. Previous experience with a global Bank is preferred but not mandatory. You will be evaluated on critical skills essential for success in this role, including risk and controls, change and transformation, business acume...

As a User Journey Designer for financial products, your role involves designing and implementing seamless user journeys to enhance onboarding, engagement, and retention. You will be responsible for driving awareness of product features through CRM campaigns and targeted communication. Your key responsibilities include tracking, measuring, and analyzing engagement and conversion metrics to optimize CRM performance. Additionally, you will continuously refine user journeys based on data-driven insights and A/B testing. Collaboration with cross-functional teams to align CRM strategies with business goals is essential. Key Responsibilities: - Design and implement user journeys for financial produ...

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 - Pitch and communicate the benefits of our products effectively - Ensure successful closure of deals - Meet sales targets and contribute ...

Role Overview: 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. Key Responsibilities: - Play a pivotal role in prioritizing and breaking down system deliver...

Job Description: - Role Overview: You will be joining Satheesh Balaji Chit Funds, a start-up, where your days will be filled with exciting activities and constant new developments. If you thrive in a startup setting that fosters innovation and creativity, this is the place for you. - Key Responsibilities: - Utilize your experience in mutual funds, loan products, insurance, and other financial products to contribute effectively. - Qualifications Required: - Experience in mutual funds, loan products, insurance, and other financial products. Please feel free to reach out to us at satheeshbalajichitfunds@gmail.com if you are interested in this opportunity.,

Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Finastra Fusion Loan IQ Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Analyst, you will analyze an organization and design its processes and systems, assessing the business model and its integration with technology. You will assess the c...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Finastra Fusion Loan IQ Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Analyst, you will analyze an organization and design its processes and systems, assessing the business model and its integration with technology. You wi...

Company Description TAY Advisors is committed to being your lifelong partner in achieving financial success, providing tailored solutions to meet a diverse range of financial needs. Our services include Working Capital, Project Finance, Construction Finance, Machinery Loan, Home Loan, Education Loan, Mortgage Loan, Capital Subsidy, Stress Funding, Corporate Restructuring, Mudra Loan, CGTMSE Scheme, and Trade Finance solutions. By offering a clear path to achieve financial goals, we aim to eliminate financial uncertainties and support clients in every phase of their journey. We are driven by a mission to provide expert financial guidance and create long-term value for our clients. Role Descri...

About The Role Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP Document and Reporting Compliance Good to have skills : SAP Financial Products Subledger (FPSL), SAP FI CO Finance Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure that application requirements are met, overseeing the development pro...

Job Title: Portfolio & Client Reporting Investment Management Location: Bangalore Experience: 2 4Years We are hiring for a Investment Management position involves preparing and delivering investment reports (performance, holdings, transactions, asset breakdown, etc.) for internal and external clients on a timely basis across multiple frequencies (monthly/weekly/quarterly/on-demand). Key Responsibilities Prepare and deliver portfolio & client reports across multiple formats (Excel, PDF, PPT, Word). Handle client queries and data requests from stakeholders including investment & sales teams. Track deliverables and ensure zero errors through strict maker-checker controls. Coordinate with global...

About The Role Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP Document and Reporting Compliance Good to have skills : SAP Financial Products Subledger (FPSL), SAP FI CO Finance Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure that application requirements are met, overseeing the development pro...

ROLE PURPOSE & OBJECTIVE Diksha and Chillar Bank are financial literacy programs which have been designed to give low-income families across India the knowledge and tools they need to save safely, reduce financial risk, and make informed, intelligent financial decisions. Preraka are key resources who help in executing this program by providing training to the customers. Accomplishing the set Targets for Enrolment, Certification and Savings accounts for the Customers by educating them about various financial products. Facilitate the access of necessary financial tools for the customers to help in financial planning Support the Branch Teams with necessary coordination with the customers. Maint...

Job Purpose and Impact The Associate Professional, Record to Report job performs routine record to report activities to collect, process and present accurate financial data for the purposes of providing external information for decision making while ensuring compliance with financial transaction recording standards. Under close supervision, this job collaborates with businesses and banks to complete standard operational processes and procedures, compliance and data management for financial products and services and data systems. This job also supports improvements in process execution and audit activities. Key Accountabilities RECORD TO REPORT ACTIVITIES: Performs routine activities, includi...

Position Purpose Instrument Referential department is responsible for variable Equity & Derivative & Fixed Income products set up in Global Market systems, lifecycle update and closing price feed. The team covers respective Market hours. Our main sources are Bloomberg for static data and Reuters for market data. Clients of the team are 100% internal (Trading, Sales, Structuring, Trade Support, P&L, Risk, Settlement, Accounting, IT, ...). Responsibilities Direct Responsibilities Configuration of Instruments ; indices, stocks, ETFs, Rates, futures and options contracts, Convertible Bonds and Warrants in EQD systems (FO to Accounting) requested for the needs of Trading teams Control Static data...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose the relentless pursuit of a world that works better for people we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Management Trainee, Wealth Management-Asset Transitions and Security Pricing Location :- Pune & Bangalore In this r...

Position Purpose The position of Associate, Senior Associate is to Ensure the financial reporting to Head Office Accounting production and statutory accounts- understanding Contribute to the documentation and automation of the processes. Responsibilities Preparation of the financial reporting sent monthly to the Head Office: P&L, balance sheet, off balance sheet, annexes, tax book, regulatory reporting schedules. Prepare ad hoc Financial Reporting for Head office upon request. Follow controls and analysis as defined by the BNP Paribas Standard Accounting Control Plan. Perform inter-company transactions reconciliation and solve Interco breaks. Ensure the good coordination with the Regional Fi...

Position Purpose : The position is located in ISPL (India) and report to Manager CTM is responsible for ensure credit approvals and credit reviews are updated/documented in a timely manner. Responsibilities Preparation of credit and security documents in line with the credit approvals Documentation control to ensure that terms & conditions of Facility Documents conform to credit decision and legal requirement. Validate fulfilment of conditions precedent, control limit availability in systems (Atlas II and CAT) in conformity to credit decisions and documentations, follow up on condition subsequent, documents/temporary waiver Validate the framework of required covenants in the Covenant Manager...

A Broking Sales Relationship Manager will be expected to be responsible for acquiring new clients and managing existing high-value relationships to generate brokerage revenue through the sale of various financial products, including equities, mutual funds, and derivatives. Key Responsibilities Client Acquisition & Business Growth : Identify, acquire, and onboard new retail and/or institutional clients, promoting Demat and Trading account openings through lead generation and referrals. Relationship Management : Build and maintain strong, trust-based relationships with active traders and high-net-worth individuals (HNIs). This involves regular contact, understanding client needs, and ensuring ...

As a Senior Agency Manager in Direct Sales Force at KATIHAR, your role is crucial in expanding and managing a robust agency network of life insurance advisors. Your primary goal is to drive sales growth and ensure a sustainable business contribution. Key Responsibilities: - Recruit, train & develop life insurance advisors/agents - Drive insurance sales through agency network to achieve targets - Monitor & support agents with joint field calls and regular guidance - Build strong relationships with advisors for long-term retention - Ensure compliance with IRDAI/regulatory norms and company policies - Conduct product & process training for agency force Must Haves: - Good knowledge in equity & f...

As an Analyst at the Risk Testing Group (RTG) at Goldman Sachs, your role will involve working on challenging projects to ensure holistic risk management practices. You will interact with various stakeholders across the firm and regulators globally, gaining exposure to financial products, risk management tools, quantification techniques, and a wide-ranging technology stack. **Responsibilities:** - Develop an understanding of the firm's risk management framework, models, methodology, techniques, and processes. - Conduct independent reviews of key regulatory and internal initiatives and communicate results through formal reports. - Perform validation of the firm's qualitative models by verifyi...

**Job Description** You will be joining a leading quantitative trading firm founded in 1998, known for its high-performance platform and independent trading teams. With a 25+ year track record of innovation, the company has a reputation for discovering unique market opportunities. At this firm, you will find some of the world's best systematic trading and engineering talent. Engineers here thrive on developing electronic trading infrastructure at a world-class level, solving challenging problems in low-latency programming, FPGA technology, hardware acceleration, and machine learning. The ongoing investment in top engineering talent and technology ensures that the platform remains unmatched i...