5445 Financial Products Jobs - Page 31

As the Director/Senior Director- Operations (Sales Strategy) at C2treds, you will play a pivotal role in driving strategic growth and operational excellence within the fintech industry. Here's a brief overview of the role, key responsibilities, and qualifications required: **Role Overview:** C2treds is looking for a dynamic and strategic leader to join as VP Operations (Sales Strategy). The ideal candidate should have a strong background in B2B sales or consulting, with a transition into operations. This role thrives in a data-driven, fast-paced fintech environment and requires a blend of strategic thinking, operational excellence, and commercial acumen. **Key Responsibilities:** - Drive Str...

As a Sales Team Lead/Head - Wealth at our client, one of the leading NBFCs, your role involves managing and expanding the portfolio of private wealth clients. You will oversee a team of wealth managers and ensure high-quality service delivery. Your responsibilities also include developing and implementing business strategies, monitoring market trends, and ensuring compliance with regulatory requirements. You will be expected to achieve financial targets, build strong client relationships, and represent the company at various industry forums and events. Key Responsibilities: - Experience in private wealth management, portfolio management, and client relationship management - Proven track reco...

As an experienced professional in CRM strategy, your role will involve designing and implementing user journeys for financial products to ensure seamless onboarding, engagement, and retention. You will drive awareness of product features through CRM campaigns and targeted communication, while tracking, measuring, and analyzing engagement and conversion metrics to optimize CRM performance. Your responsibilities will also include continuously refining user journeys based on data-driven insights and A/B testing, as well as collaborating with cross-functional teams to align CRM strategies with business goals. Key Responsibilities: - Design and implement user journeys for financial products to en...

As a Co-Owner responsible for Sales in the Business Loans division, you will lead and drive the Company's Lending Growth Strategy. This role combines Entrepreneurial Ownership with Hands-on Sales Leadership. You will manage Client Acquisition, Develop Lending Partnerships, strengthen the Company's Market Presence, and Work closely with other Co-owners to shape Business Direction and Profitability. - Lead the end-to-end sales cycle for business loan products (SME loans, working capital, term loans, equipment financing, etc.). - Identify and acquire new business clients through networking, cold outreach, referrals, and strategic partnerships. - Build and maintain a strong sales pipeline using ...

**Job Description** **Role Overview:** As a Senior Business Functional Analyst (BFA) at the Service Solutions and AI Tribe in Pune, India, you will be instrumental in revolutionizing the Private Bank process landscape through holistic process automation. Your role involves leveraging AI and workflow services to enhance efficiency, agility, and innovation in delivering best-in-class solutions. By collaborating with business, operations, and IT delivery teams, you will capture and translate requirements into actionable insights, driving the design and implementation of strategic platforms to ensure alignment with regulatory standards, operational goals, and customer expectations. **Key Respons...

Company Description Millennium Audio Video Design is an innovative company headquartered in White Plains, New York, United States. Known for its commitment to excellence, the organization specializes in alternative medicine. With an overarching mission to deliver exceptional solutions, Millennium Audio Video Design employs a client-focused approach. The company's strategic initiatives aim to elevate client experiences and enhance industry standards. Role Description This is a full-time, on-site role for a Bank Relationship Manager based in Kozhikode. The Bank Relationship Manager will be responsible for building and maintaining professional relationships with clients, identifying business op...

Company Description SBI Pension Funds is India's largest Pension Fund, registered with PFRDA, managing over ?5.6 lakh crore in assets under management (AUM) as of October 2025. The company has a significant market share of over 35% of AUM for Government, Corporate, and Retail subscribers. Role Description This is a full-time on-site Government channel Relationship Manager role located in Jabalpur. The Relationship Manager will focus on developing and maintaining relationships with Government departments and retail clients, ensuring seamless service delivery and addressing client concerns efficiently. The role includes pooling in Central and State Government AUM and onboarding new subscribers...

Role & responsibilities Develop customized financial solutions based on client requirements and long-term financial goals Conduct regular and timely follow-ups with prospective clients and keep them engaged via relevant news, articles, and updates. Expand client base by acquiring new clients through networking, referrals, and relationship-building strategies. Drive AUM growth by maintaining and deepening relationships with existing investors. Periodically review and rebalance portfolios in line with market trends and client objectives. Upsell and cross-sell wealth products such as Mutual Funds, PMS, AIFs, FDs, and Insurance. Share market insights, research papers, and product updates with cl...

As a Murex Datamart Reporting Consultant at Bounteous x Accolite, you will be a key member of the application development and maintenance projects, Mx-upgrade, and greenfield implementation projects. Your role will involve planning, designing, and implementing solutions related to Murex Datamart. You will have the opportunity to work proactively and independently, displaying strong initiative in optimizing feeders and reports for various financial products such as Forex, IRD, Equity, CRD, etc. Your responsibilities will include: - Experience in Murex 3.1 as a Senior DataMart Consultant with 5-8 years of experience. - In-depth understanding of MX reporting architecture, MX data model, and MX ...

As an experienced professional in the banking industry, you will play a crucial role in originating new-to-bank (NTB) prospects through direct sourcing and open market channels. Your responsibilities will include acquiring customers and guiding their proposals up to the disbursement stage. Additionally, you will meet with existing customers to identify business opportunities that contribute to revenue generation. Key Responsibilities: - Cater to businesses with turnovers ranging from Rs 100 to 500 crores in Emerging Business, Rs 500 to 1000 crores in Mid Corporate, and Rs 1000 crores & above in Large Corp. - Provide various working capital facilities such as Overdraft, Cash Credit, Dealer Fi...

As a Monetization & Partnership Manager for Financial Products at Times Internet, your role will involve driving revenue growth through partnerships with BFSI, NBFCs, Neo Banks, and Fin-tech companies. You will be responsible for enhancing the ARPU growth of the existing user base and expanding it with a substantial impact. Your expertise in credit card integrations and partnerships between digital platforms and banks will be crucial for the role. **Key Responsibilities:** - Drive journey efficiency and possess a deep understanding of credit card onboarding journeys and associated regulatory guidelines. - Lead key spend projects from inception to launch. - Implement digital initiatives to bo...

As an employee at IndiaMART, you will be part of India's largest online B2B marketplace that connects buyers with suppliers. With a 60% market share in the online B2B Classified space in India, our platform offers a comprehensive solution to Small & Medium Enterprises (SMEs), Large Enterprises, and individuals. Since our establishment in 1999, our mission has been to simplify business transactions. We have gained the trust of over 138 million buyers, 67 million sellers, and currently feature 76 million products & services on our platform, leading to 50 million business enquiries every month. **Key Responsibilities:** - **Loan Against Property (LAP):** Offering secured loans against residenti...

As an IM Ops Analyst, your role involves preparing and delivering reports to internal and external clients, handling queries and data requests, and maintaining daily task lists. You will coordinate with teams for data inputs, track deliverables to meet deadlines, and follow makerchecker processes with zero errors. Additionally, you will prepare risk and exception reports for senior management, contribute to process improvement initiatives, and coordinate with IT teams for reporting tool enhancements. **Key Responsibilities:** - Prepare and deliver reports to internal and external clients, handling queries and data requests - Maintain daily task lists and coordinate with teams for data inputs...

You will be responsible for leading the build and evolution of a best-in-class Data Engineering and Quality (DEQ) function in India. Your role within the Public Markets Middle Office will be crucial in ensuring data accuracy, transparency, and operational readiness across the firm's books and records to support MSIM clients, investment teams, and traders. **Key Responsibilities:** - Own the data quality framework for Reference Data and Core Transaction Processing Data to ensure accurate and timely capture of portfolio level accounting data. - Develop and maintain data quality controls on portfolio transaction, holding, and valuation datasets. - Implement data validation and exception monitor...

Role : AMC Institutional Sales Summary: We're looking for a dynamic Sales professional for Mumbai region who will be responsible for developing and executing the sales strategy in alignment with the company's overall goals. Incumbent's role involves managing key client relationships and driving growth in assets under management (AUM) within the assigned region. The ideal candidate should have a deep understanding of the asset management industry, a proven track record in sales leadership, and strong regional market knowledge. Job Responsibilities: Sales Strategy & Execution: Develop and implement a comprehensive sales strategy for the said regions to achieve AUM targets. Identify and pursue ...

Position Overview Job Title: Operations Analyst, NCT Location: Pune, India Corporate Title: NCT Role Description Operations analyst will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate /applicant she needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate /applicant should ensure that all queries/first-level escalations related to routine activities are responded to within the time frames pre-specified. Should take responsibility and act as backup for the Peers in Candidate /applicant absence and share best practices with the team. What We'l...

Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the worlds most innovative ficial organizations. As a Senior Product Associate in Home Lending, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities Partners with the Product Manager to identify ...

Your key responsibilities Technical Excellence Understanding of systems delivery lifecycles and delivery methodologies. In depth understanding of business processes, financial products, market risk management and regulatory requirement. Skills and attributes To qualify for the role you must have Qualification B Tech/BE/BSC IT Available to travel outside of their assigned office location at least 50% of the time. Experience 0 to 1 year of post-qualification experience. What we look for People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solv...

We are looking for a highly skilled Financial Consultant to join our team at 18 Steps Consultants. The ideal candidate will have a strong background in sales and financial consulting, with excellent communication and problem-solving skills. Roles and Responsibility Develop and implement financial models to analyze business performance and identify areas for improvement. Conduct market research and competitor analysis to inform business decisions. Build and maintain relationships with clients to understand their financial needs and provide tailored solutions. Prepare financial reports and presentations for senior management and clients. Collaborate with cross-functional teams to drive busines...

Are you ready to make an impact in the world of ficial valuation and controlsJoin our Valuation Control team as an Analyst, Valuation Controller, where you ll play a key role in executing price verification and benchmark processes to ensure fair value across our business. You ll collaborate with cross-functional teams, support control initiatives, and contribute to projects that drive business, risk, and fice excellence. As an Analyst, Valuation Controller within the Valuation Control team, you will execute price verification and benchmark processes, assist with established practices and control initiatives, and partner with various functional groups to ensure fair value. You will also enhan...

Your key responsibilities Technical Excellence Understanding of systems delivery lifecycles and delivery methodologies. In depth understanding of business processes, financial products, market risk management and regulatory requirement. Skills and attributes To qualify for the role you must have Qualification A Bachelor's degree in Commerce, Management, Accounting, Finance or Economics and other graduation streams or a related discipline Available to travel outside of their assigned office location at least 50% of the time. Experience 0 to 1 year of post-qualification experience. What we look for People with the ability to work in a collaborative manner to provide services across multiple cl...

Summary We're seeking a highly experienced and certified Salesforce platform architect with deep expertise in Salesforce Platform Solutioning and Administration. This role is pivotal in bridging business needs with technical execution, driving digital transformation across CRM initiatives in the organization. You‘ll lead Platform Architecture, solution design, stakeholder collaboration, and platform optimization for high-impact service delivery. Key Responsibilities Act as the strategic interface between business units and technical teams to align Salesforce capabilities with prog rams/projects and business goals. Perform all activities in defining architecture, detailed design and solution ...

Your key responsibilities An Associate within the GDS RMS Independence PICT team, will be responsible for developing a working knowledge of Personal Independence concepts, including financial interests, family relations, and business relationships. You will execute procedures as outlined in the EYG Independence policies, conduct research, and make updates to various EY tools and databases used to monitor family and financial relationships (like securities, loans, insurance policies, etc.). Through these activities, you will contribute to helping EY Professionals identify independence-related risks, while analyzing their financial holdings and relationships to determine if they and EY are ind...

Your key responsibilities Technical Excellence Understanding of systems delivery lifecycles and delivery methodologies. In depth understanding of business processes, financial products, market risk management and regulatory requirement. Skills and attributes To qualify for the role you must have Qualification A Bachelor's degree in Commerce, Management, Accounting, Finance or Economics and other graduation streams or a related discipline Available to travel outside of their assigned office location at least 50% of the time. Experience 0 to 1 year of post-qualification experience. What we look for People with the ability to work in a collaborative manner to provide services across multiple cl...

Your key responsibilities Technical Excellence Understanding of systems delivery lifecycles and delivery methodologies. In depth understanding of business processes, financial products, market risk management and regulatory requirement. Skills and attributes To qualify for the role you must have Qualification A Bachelor's degree in Commerce, Management, Accounting, Finance or Economics and other graduation streams or a related discipline Available to travel outside of their assigned office location at least 50% of the time. Experience 0 to 1 year of post-qualification experience. What we look for People with the ability to work in a collaborative manner to provide services across multiple cl...