4308 Financial Products Jobs - Page 30

Job Description: As a RM Sales Equipment Finance - Digital, your primary responsibility is lead generation for various types of equipment finance excluding construction and commercial/passenger vehicles. This involves sourcing leads from open markets, suppliers, dealers, and OEMs. You will also coordinate with clients for documentation, manage cases from sanctions to disbursements, and maintain specified targets for login/disbursements/IRR numbers. Additionally, handling collections, insurance, and Post Disbursal Documents (PDDs) for the region's cases is part of your role. Establishing new ties with assets, dealers, or OEMs as necessary may also be required. Key Responsibilities: - Source l...

You will be responsible for sourcing new to bank (NTB) clients and managing relationships with mid and large corporates / infrastructure companies. Your experience should include handling clients with more than 25 crore turnover and an average ticket size of lending exceeding Rs. 10 crores. Key Responsibilities: - Handling a range of financial products such as service existing clients and acquiring new to bank clients - Managing retail and SME clients - Demonstrating knowledge of various CE assets, local market, construction equipment segment, and CE client profiles - Understanding commercial assets lending business including construction equipment, commercial vehicles, used CV/CE, used cars...

As an Officer in Claims Management at State Street, you will be part of a team providing operational support to global clients in regions like APAC, EMEA, and North America. Your role involves managing day-to-day operations, addressing queries and escalations, people management, stakeholder management, and driving initiatives for simplification and efficiency. The current team is spread across multiple locations including Bangalore, Hyderabad, and Pune. - Collaborate with State Street teams worldwide to oversee multiple large-scale and demanding international clients. - Responsible for delivering all daily responsibilities of your teams in a fast-paced, flexible, and dynamic environment. - I...

As a Cluster Head / Regional Head - Private Wealth at our client, one of the leading NBFCs, your role will involve managing and expanding the portfolio of private wealth clients. You will be overseeing 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 - Pro...

As a global leader in assurance, tax, transaction, and advisory services, EY is committed to hiring and developing passionate individuals to contribute towards building a better working world. Our culture is centered on providing you with training, opportunities, and creative freedom. We focus on nurturing your potential for growth and development, not just your current abilities. Your career is yours to shape, and with us, the possibilities are endless. We are dedicated to offering motivating and fulfilling experiences that will support you in becoming the best version of your professional self. The opportunity available is for the position of Senior Consultant Treasury BA in the Business C...

As a Capital Consultant at Recur Club, you will play a pivotal role in expanding our client portfolio and nurturing long-term relationships. Your responsibilities will revolve around identifying and strategically onboarding new clients, understanding their unique use cases, and guiding them through our platform's features and processes with a customer-obsessed mindset. Additionally, you will be responsible for managing and deploying funds to existing clients mapped to you, ensuring their ongoing financial needs are met. Your work will directly contribute to the growth and success of our clients while upholding Recur Club's values and commitment to excellence. - Identify and engage with poten...

Role Overview: You will be the Business IT Process Owner (BITPO) for Market Risk Reporting at Wipro Limited. Your main responsibility will be overseeing the Run the Bank and continuous improvement of market risk reporting processes within the bank. This is crucial for ensuring that risk reports are accurate, timely, and compliant with regulatory requirements and internal risk management strategies. As the BITPO, you will collaborate with risk teams, IT, and business stakeholders to optimize reporting workflows and maintain data integrity. Strong analytical skills, a background in banking regulations, and experience in process improvement are essential for ensuring regulatory compliance and e...

As a Product Owner at Yubi, you will have the opportunity to shape the future of financial solutions for businesses in the B2B financial domain. With over 8 years of experience, you will be a key player in driving the development and enhancement of our financial products tailored for business clients. Key Responsibilities: - Collaborate with cross-functional teams to define and execute the product strategy, aligning with business goals and market demands. - Conduct thorough market research to identify trends, customer needs, and competitive landscape, providing valuable insights for product development. - Clearly define and prioritize product features to meet the requirements of B2B clients ...

As a Workday Senior Consultant at EY, you will play a crucial role in delivering high-quality Workday solutions to clients in the Finance Practice. Your technical expertise in Workday Financials, combined with a deep understanding of business processes and analytics, will be essential in leading Workday implementation projects and providing end-user training. This position offers a fantastic opportunity for a detail-oriented professional who excels in a dynamic environment and collaborates effectively with senior management. **Key Responsibilities:** - Minimum of 5+ years of experience in Workday implementations, upgrades, rollouts, and support. - Proficiency in configuring and customizing W...

As an experienced and dynamic Branch Manager at the retail banking operations, your role is crucial in driving business growth, ensuring operational excellence, and providing exceptional customer service. Your strong leadership abilities, revenue ownership, client acquisition skills, team management expertise, and compliance oversight will be key to your success. Your responsibilities will include: - Managing the branch as a profit center by enhancing revenue growth in liability products, third-party products (TPP), and retail assets - Achieving sales targets at both individual and branch levels through new client acquisitions, cross-selling, and portfolio deepening - Maintaining and monitor...

Job Description: As a Relationship Manager (Inside Sales) at MoneyKarma, you will play a crucial role in managing and nurturing client relationships to provide tailored financial solutions. Located in Hyderabad, this full-time position requires you to engage in outbound and inbound sales calls, maintain customer databases, and achieve sales targets. Your responsibilities also include understanding customer needs, offering appropriate financial products, and collaborating with team members to ensure exceptional customer service. Key Responsibilities: - Manage and nurture client relationships to provide tailored financial solutions - Engage in outbound and inbound sales calls - Maintain custom...

As an Associate Consultant at Northern Trust's Bangalore Centre, you will be a part of the Capital Markets Credit Risk Team, playing a crucial role in delivering key risk functions for the bank's Capital Markets business. This role offers high visibility and the opportunity to collaborate on key regulatory projects while interacting with business partners globally. Key Responsibilities: - Deliver various risk functions related to Counterparty Credit Risk monitoring, Market Risk monitoring for Global Securities Lending, Global Foreign Exchange, and Treasury activities of the bank - Engage with risk organization and Capital Markets businesses to address credit issues such as limit excesses and...

You will be responsible for maintaining effective and smooth relationships with assigned banks in the region to drive business growth. Your main duties will include: - Prospecting, selling, and managing Relationship Managers/Salespeople in banks that deal with mutual funds. - Influencing decision-making at senior levels within the banks to gain mind share. Your role will involve developing business through consultative engagement with Branch Managers, Senior RMs, Regional Heads, etc. This will include: - Mapping opportunities for primary selling, relationship management, and cross-selling a range of mutual fund (investment) products.,

Project description Provide end-to-end development solutions to one of the largest investment banking products by scaling up the latest technology stack by adopting the cloud-based services under the Payment Settlement stream. Responsibilities Creation of a Test pack, which would be relevant to Corp Actions Execution of the test cases Defect management Result of the executed Test cases [Pass, Fail] Any new requirements to be suggested, as identified GAP Skills Must have Overall 8+ years of experience as a Business Analyst, post-trade & Corporate Actions Experience as a Business Analyst in the IT industry in the Finance domain Knowledge of Capital Market activities, Financial Products, and Fi...

Company : Bharti Axa Life Insurance Designation : Insurance Sales Executive ( Direct Channel) Role & responsibilities Sales Strategy: Developing and implementing effective sales strategies to achieve company objectives and sales targets. Training and Development: Providing training, guidance, and mentorship to sales agents to enhance their performance. Performance Monitoring: Monitoring sales performance, analyzing market trends, and adjusting strategies accordingly. Client Relationship Management: Building and maintaining strong relationships with clients and ensuring customer satisfaction. Business Development: Identifying and pursuing new business opportunities and expanding the market pr...

About The Role for Operations-Corporate: Deal document checking, completion and maintenance of accuracy in the customer documents and ensure accuracy of data in Odessa system In depth understanding of various financial products like loans, leases and other trade finance products. Good understanding of documentation for Letter of Credit, TT and Forex payments. Closure of BOEs with Bank on a timely basis. Tracking of PDDs and reporting on a fortnightly basis. Due escalations as necessary Scanning & maintenance of customer documents within 7 days of deal settlement. Ensure the customer communications are made per accepted timelines i.e. welcome letters etc. are sent within 7 days Audit responsi...

The Acquisition Manager Business Banking is responsible for driving the growth of the deposit base and cross-selling financial 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 financial 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...

We are seeking a talented and experienced professional to join Kotak Mahindra Bank Ltd as a Platinum Relationship Manager in our Branch Banking-Relationship Management department. In this role, you will be responsible for building and maintaining strong relationships with our valued household clients, offering them a personalized and exclusive banking experience. Your expertise and dedication will contribute to the banks success and help us achieve our growth objectives. A bachelors degree in finance, business administration, or a related field is preferred. Minimum 5 years of experience in relationship management, preferably in the banking sector. Proven track record of successfully managin...

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 Us: We are seeking a dedicated Finance Executive with a keen eye for attention to detail for our Loans and Insurance department who is eager to grow, handle paperwork diligently, and contribute meaningfully to our team. Key Responsibilities: Assist in the processing of loan applications and insurance policies, ensuring all required documents are complete and accurate. Handle and manage all paperwork related to loans and insurance processes, including verification, documentation, and filing. Maintain and update records of loan disbursements, repayments, and insurance claims. Coordinate with customers and internal teams to gather necessary documents and information. Prepare and analyze r...

Job Description 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, Equ...

Job Description Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking 1) 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. 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...

Job Description 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...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) 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. 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, add...

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...