5445 Financial Products Jobs - Page 32

Qualifications and Skills Proven experience in field sales, demonstrating the ability to meet and exceed sales targets consistently. Expertise in CASA accounts management and the ability to effectively leverage opportunities within the banking sector. Prior experience in the BFSI industry, showcasing familiarity with financial products and customer relationship management. Strong understanding of the FMCG sector and its dynamics, including market trends and consumer behaviour. Demonstrated success in loan sales, with an ability to assess client needs and offer suitable financial solutions. Experience in life insurance sales, with a proven track record of building and maintaining a loyal clie...

As a Sales Officer in Thrissur, your role will involve acquiring new clients, cross-selling, managing client relationships, conducting financial analysis, and achieving set targets. You will be expected to have a minimum of 1 year experience in sales, marketing, or banking, along with a Bachelor's degree in a relevant field. Your ability to work both independently and as part of a team, coupled with a good understanding of financial products and services, will be crucial. With excellent sales and negotiation skills, you should be results-oriented and target-driven. **Key Responsibilities:** - New Client Acquisition - Cross-Selling - Client Relationship Management - Financial Analysis - Achie...

You will be joining our team as an Associate Client Reporting in IM Operations to perform Portfolio and Client Reporting function for Investment Strategies across MSIM. In addition to preparing and delivering reports for clients, your responsibilities will include replying to client enquiries, handling requests for data/reports from various teams, and liaising with global stakeholders such as portfolio managers and actual clients. **Role Overview:** As an Associate Client Reporting in IM Operations, you will be responsible for managing internal and external client relationships by engaging in client service activities, optimizing the client experience, and managing vendor/external business p...

Role Overview: As a Senior Consultant in the Financial Services Risk Internal Audit team at EY, you will be responsible for delivering high-quality, risk-based internal audits across banking and financial institutions. You will assess the effectiveness of internal controls, regulatory compliance, and operational processes, helping clients enhance governance and meet supervisory expectations. Key Responsibilities: - Lead and execute internal audit engagements for banks, NBFCs, and other financial entities. - Evaluate control design and operating effectiveness across core banking functions such as credit, treasury, operations, and compliance. - Review compliance with regulatory frameworks incl...

As an Operational Risk Manager, your role involves thoroughly assessing and gaining a deep understanding of digital financial product journeys and platforms with the Product Owner to ensure compliance with Risk Management Policy & Operational risk aspects while maintaining a seamless and secure customer experience. Your objective is to help the bank in identifying and accurately capturing potential risks, both financial and non-financial, including regulatory, reputational, and operational risks that may arise during the product lifecycle. Your responsibilities include: - Conducting detailed evaluations of financial product journeys and processes to identify potential risks such as financial...

As a Business Analyst at Nasdaq Technology Calypso RnD Department in Mumbai, you will play a crucial role in the development of the Clearing Platform. Your primary responsibility will be to assist in Post-Trade Processing, Clearing Operations, and Collateral Management. You will collaborate with the Operations Clearing Product Team, Engineering, and QA Team, as well as engage with clients and market participants to gather requirements within the FinTech industry. **Key Responsibilities:** - Articulate and document requirements with mockup designs for Developer and QA implementation - Understand end-to-end ETD Clearing operations processing including Trade Give Up/Take Up/Allocation, Average ...

Position - Associate / Senior Associate Practice Area - Banking Location - Mumbai Qualification - Qualified lawyer and must be enrolled in Bar Council of India Work Experience - 1 to 6 years in Banking & Finance Practice Expertise in the Banking & Finance Practice : Financial products, including project finance Securitization Leveraged finance Distressed debt transactions Debt restructuring Acquisition finance Syndicated lending and structured products Advisory on established and emerging products We are an equal opportunity employer and value diversity. We do not discriminate based on gender, race, age, sexual orientation, and religious identities or any other applicable characteristics pro...

Expand Merchant Network: Acquire quality merchants to grow our merchant ecosystem. Merchant Engagement: Be on the field each day, visit merchants doors-to-door to understand their challenges and needs, and build a trusting relationship. Solution Crafting: Utilize your product knowledge to develop concise and practical solutions for merchants and present them in a clear and relatable manner. Prospecting and Closing Deals: Identify potential merchants, follow up, and close deals. Look for opportunities to upsell. Process guardian: Diligently following our processes for acquiring, onboarding merchants, following our compliance policies and procedures, and fulfilling necessary documentation and ...

Gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Achieving Net Equalized Assets collected (LS) targets for mapped book Create an incremental SIP Book Acquire new clients & activate them with asset collection Required Candidate profile Graduate with knowledge of financial markets across different product Ensure 2-3 client meetings are done per day NISM VA ( Mutual Funds), NISM XXI A(PMS) info.aspiringmantra@gmail.com Call 9318431991

We are looking for a highly motivated and enthusiastic individual to join our team as a Functional Trainee in Bajaj Finance Limited. The ideal candidate should have 0-1 years of experience. Roles and Responsibility Assist in the development and implementation of financial products and services. Support business growth through effective sales strategies. Build strong client relationships and provide excellent customer service. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to identify opportunities. Develop and maintain accurate records of financial transactions and reports. Job Requirements Strong understanding of financi...

We are looking for a highly motivated and enthusiastic individual to join our team as a Functional Trainee in Bajaj Finance Limited. The ideal candidate should have 0-1 years of experience. Roles and Responsibility Assist in the development and implementation of financial products and services. Support business growth through effective sales strategies. Build strong client relationships and provide excellent customer service. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to identify opportunities. Develop and maintain accurate records of financial transactions and reports. Job Requirements Strong understanding of financi...

We are looking for a highly motivated and enthusiastic individual to join our team as a Functional Trainee in Bajaj Finance Limited. The ideal candidate should have 0-1 years of experience. Roles and Responsibility Assist in the development and implementation of financial products and services. Support business growth through effective sales strategies. Build strong client relationships and provide excellent customer service. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to identify opportunities. Develop and maintain accurate records of financial transactions and reports. Job Requirements Strong understanding of financi...

Job Purpose Duties and Responsibilities '- In-depth understanding of the financial products and credit policies for Secured and Unsecured business lines - Would be responsible for managing credit verification vendors and ensuring TAT as well as Quality standards defined by BFL is adhered too. - Responsible for end to end disbursement and payment process for Secured and Unsecured business. - Drive adherence to various process and policies defined by central teams at location level. - Responsible for managing OTC and PDD process at Combo locations (Secured/ Unsecured) and ensure NIL process gaps. - Ensure teams are well updated with latest policy and process circulars sent by risk and HO opera...

We are looking for a highly motivated and enthusiastic individual to join our team as a Functional Trainee in Bajaj Finance Limited. The ideal candidate should have 0-1 years of experience. Roles and Responsibility Assist in the development and implementation of financial products and services. Support business growth through effective sales strategies. Build strong client relationships and provide excellent customer service. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to identify opportunities. Develop and maintain accurate records of financial transactions and reports. Job Requirements Strong understanding of financi...

We are looking for a highly motivated and enthusiastic individual to join our team as a Functional Trainee in Bajaj Finance Limited. The ideal candidate should have 0-1 years of experience. Roles and Responsibility Assist in the development and implementation of financial products and services. Support business growth through effective sales strategies. Build strong client relationships and provide excellent customer service. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to identify opportunities. Develop and maintain accurate records of financial transactions and reports. Job Requirements Strong understanding of financi...

We are looking for a highly motivated and enthusiastic individual to join our team as a Functional Trainee in Bajaj Finance Limited. The ideal candidate should have 0-1 years of experience. Roles and Responsibility Assist in the development and implementation of financial products and services. Support business growth through effective sales strategies. Build strong client relationships and provide excellent customer service. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to identify opportunities. Develop and maintain accurate records of financial transactions and reports. Job Requirements Strong understanding of financi...

Activities to be performed : 1. The role would require the individual to understand the financial concepts, apply logic and follow the procedures related to work requests from initiation through completion. 2. Carrying out analysis/ research activities, and necessary communication along with updating of relevant databases/systems and process documentation 3. Taking responsibility for the delivery and SLA of the assigned process 4. Proactively participating in team discussions, suggesting operational improvements 5. Ensure those procedure manuals are regularly maintained and kept up to date. 6. Participate in a wide range of projects and collaborate across multiple work streams or teams; cons...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager(Sales) CTC- upto-7 LPA + incentive + Other benefit 1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2. Will be responsible for primarily selling Equity based investment products. 3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as and when required Skills & Knowledge : 1. Graduate / Post graduat...

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of ficial products Drive enhancement of the deposit pool from existing and new customers Ensure high standards of customer service delivery across all touchpoints Promote and achieve cross-selling targets for non-deposit products Lead sales initiatives for Mutual Fund...

The Sales Manager - CASA is responsible for driving the growth of the deposit base, cross-selling ficial products, and managing the overall performance and profitability of the branch This role requires strong leadership, a deep understanding of retail liabilities, and the ability to deliver exceptional customer service while ensuring regulatory compliance and operational excellence Drive enhancement of the deposit pool through acquisition and deepening of customer relationships Establish and maintain high standards of customer service delivery Achieve cross-sell targets for non-deposit products including mutual funds, insurance, and other third-party offerings Generate fee income through ef...

We are seeking a meticulous and experienced Authoriser to manage high-value transactions and ensure operational excellence at the branch This role involves servicing walk-in customers, generating leads, cross-selling ficial products, and ensuring strict compliance with regulatory and audit requirements The Authoriser will also act as a key custodian and play a pivotal role in maintaining service quality and team coordination Service walk-in customers across all segments with professionalism and efficiency Generate leads for New-To-Bank customers and cross-sell products such as Term Deposits (TD), Mutual Funds (MF), CASA, and GoldEnsure regulatory and procedural compliance across all branch o...

Dear Candidates, Greetings! Enclosed the below JD- Job Description BDE-Sales (BFSI) Location: Navi Mumbai (Airoli) Department: Sales / Business Development Industry: BFSI (Banking, Financial Services & Insurance) Role Summary We are looking for a dynamic and smart Junior Sales Executive with 13 years of experience in the BFSI sector . The ideal candidate should have excellent communication and presentation skills, a strong understanding of financial products, and the ability to build and maintain client relationships. Key Responsibilities Identify, qualify, and convert leads in the BFSI segment. Present financial products/services to clients with clarity and confidence. Build and maintain st...

We are a Software Product company and looking to hire immediately for the below positions. We follow Agile methodologies and our system has a monthly release cycle to ensure our software products are as up to date as possible. Relevant experience with MBA (Finance) is required. Role 1:- Senior Support Analyst Openings: 1 Positions Experience: 3-5yrs Location: Mohali (IT Park) Salary: Competitive / as per market Job responsibilities: On boarding of new clients Setting up and loading funds Take responsibility of support team. Analyzing Client Business Requirement during the project. Providing solutions to clients with financial knowledge and system knowledge. Coordinate with regional offices /...

Role Overview: As a Branch Coordinator at our company, you will play a crucial role in coordinating with the Head Office and various branch offices to ensure the smooth execution, promotion, and growth of investment products. Your responsibilities will include visiting branches, supporting the sales and operations teams, monitoring business performance, and driving business growth targets in line with company objectives. Key Responsibilities: - Coordinate between Head Office and Branch teams for investment product strategies, updates, and execution plans. - Visit branches across different locations to review investment product performance, train branch staff, and strengthen business processe...

You will be responsible for advising clients on mergers and acquisitions (M&A), raising capital through equity (like IPOs) or debt issuance, and creating financial models to evaluate deals and assess risk. Your role will involve advising clients on strategic financial decisions, including whether to merge, acquire, or issue securities to meet their goals. Additionally, you will be managing and acquiring High Net Worth Individuals (HNI) clients and their financial portfolios. Your main goal will be to achieve sales targets through selling financial products. Qualification Required: - Bachelor's degree in Finance, Economics, or related field - Strong understanding of financial markets and inve...