4308 Financial Products Jobs - Page 33

Your Team Responsibilities MSCIs 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, Your Key Responsibilities Data Governance & Quality Ensure vendor and internal data meet MSCIs rigorous data standards for accu...

Role Overview: As a Client Relations Associate, your role is crucial in ensuring client satisfaction and maintaining strong relationships. Your success in this position will be demonstrated through your ability to handle client inquiries efficiently, provide accurate information, and identify opportunities to enhance client experience. By collaborating with internal teams and staying updated on industry regulations, you will contribute to seamless client service delivery and upsell additional products and services. Key Responsibilities: - Handle incoming client inquiries through phone, email, and in-person meetings. - Provide accurate and timely information on account status, transactions, a...

As a Product Management and Development, Quantitative Analysis professional in Global Wealth Management at UBS in Mumbai, your main responsibilities will include building advanced statistical models to generate meaningful and actionable insights, improve decision making, optimize the business process, and help address business problems. You will work on Generative AI (GenAI) models to deliver personalized insights and solutions for clients, financial advisors, and prospects. Leveraging advanced data science techniques to analyze large datasets and extract actionable insights will be another key responsibility. Collaborating with cross-functional teams to integrate predictive models into weal...

As a Relationship Manager, your role involves originating NTB prospects through direct sourcing and open market channels. You will be responsible for acquiring customers and taking their proposal up to the stage of disbursement. Meeting existing customers to generate business opportunities and revenue is also a key part of your responsibilities. Key Responsibilities: - Cater to businesses with turnover ranging from Rs 100 to 500 crs in Emerging Business, Rs 500 to 1000 crs in Mid Corporate, and Rs 1000 crs & above in Large Corp. Provide different working capital facilities such as Overdraft, Cash credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc. based ...

As a Relationship Manager in the company, your role involves originating New-To-Bank (NTB) prospects through direct sourcing and open market channels. You will be responsible for acquiring customers and taking their proposals up to the stage of disbursement. Meeting existing customers is also a key part of your responsibilities to generate business opportunities and revenue. Key Responsibilities: - Catering 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. This includes providing various working capital facilities such as Overdraft, Cash credit, Dealer Finance, Vendor Finance,...

As an experienced professional at EY, you will have the opportunity to shape a career tailored to your uniqueness, supported by a global network, inclusive environment, and cutting-edge technology to empower you to excel. Your distinct voice and perspective are valued to contribute to EY's continuous improvement. Join EY to craft an exceptional journey for yourself and drive towards creating a better working world for all. Key Responsibilities: - Finance Transformation: - Lead strategic initiatives to revolutionize the finance function within the banking sector. - Evaluate current financial processes, systems, and controls to pinpoint areas for enhancement and efficiency. - Develop and execu...

As a candidate for the role, you will be responsible for utilizing your financial sales experience to drive revenue and expand the client base. Your expertise in financial products and services will be crucial in identifying opportunities and providing tailored solutions to clients. - Utilize your strong sales and negotiation skills to acquire new clients and maintain existing relationships. - Demonstrate exceptional leadership and team management abilities to motivate and guide your team towards achieving sales targets. - Leverage your deep understanding of financial products and services to educate clients and recommend suitable options. - Communicate effectively with clients and colleague...

As a Business Development Manager/Financial Advisor/Team Leader at Aditya Birla Capital in Kolkata Park Street, your main responsibility is to recruit quality advisors, freelancers, support, and train them to procure investments from the market, and provide service to clients. You will assess clients" financial situations, offer strategic advice on various financial products and services, and develop personalized financial plans. Training will be provided, and promotion opportunities are available within 3 months. - Recruit quality advisors, freelancers, and support them - Train advisors and freelancers to enable them to procure investments from the market - Service clients by assessing thei...

As a financial products and stock market enthusiast, your responsibilities in this on-site role at Netaji Subhash Place, Pitampura, Delhi will include: - Analyzing various financial and investment products, including mutual funds, insurance products, and other financial investment products. - Deeply understanding mutual funds and evaluating their past performance. - Conducting research on identified shares. - Profiling client risk and working on investment and trading strategies. - Backtesting the returns/results of the strategies. - Developing hedging strategies, futures, and options strategies. - Meeting clients to raise awareness about financial products. - Marketing and selling financial...

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 7802937970

-Responsible for build up your team by using your self-network -You have to train and motivate them for sales -You have to organize sales visit for business development -Develop your team member for more business -Managing monthly and weekly meetings Required Candidate profile Any bachelor having min 6 months/1 year of experience in Sales & Marketing ,Banking, finance and Insurance - Good communication skill can also apply Call/WhatsApp on 9023192760

Reference Data Analyst, AS Position Overview Job Title: Reference Data Analyst, AS Location: Jaipur, India Role Description The Reference Data Analyst focuses on effective oversight of strategic data used across the bank's systems and infrastructure. The Reference Data Analyst supports various elements of the data lifecycle, from ensuring that data is captured from the best source, to validating and classifying, and operating controls that optimize its quality and maximize coverage. The Reference Data Analyst has responsibility for maintaining robust processes related to data set-up, storage and distribution, as well as system configuration, together with participation in projects designed t...

As an IT Business Intermediate Analyst at our company, your role will involve liaising between business users and technologists to facilitate the exchange of information. Your main objective will be to contribute to the exploration of business performance, gain insights, and drive business planning effectively. **Responsibilities:** - Collaborate with stakeholders to gather, analyze, and document business requirements. - Translate business requirements into clear documentation like user stories, use cases, and functional specifications, along with user training and documentation. - Work closely with development teams to ensure solutions align with business objectives and technical feasibilit...

As a Sales Manager for Banking Partnerships, your role involves managing and expanding relationships with banks and insurance partners. You will promote a suite of financial products to their merchants and outlets, while overseeing the sales team's performance and developing strategies to meet sales targets. Key Responsibilities: - Meet solution managers of the bank and focus on new on-boarding. - Manage the end-to-end process from partner acquisition to partner on-boarding up to the go-live of the project. - Liaise with partners and coordinate with internal teams daily for smooth operational execution. - Add value to increase the base and offerings for current partners. Qualifications Requi...

As a PR Intern at Techsharks Internet Services Pvt Ltd in Rajouri Garden, New Delhi, your role involves building and maintaining strong relationships with clients, understanding their needs and goals, and providing expert solutions. You will coordinate with other teams within the company, manage projects, and ensure timely delivery. - Proven experience in digital marketing sales or a related role - Successful track record of meeting and exceeding sales targets - Leadership skills to motivate and guide a sales team - Excellent communication, negotiation, and presentation skills Qualifications: - Proven experience in relationship management, preferably in the financial services industry - Stro...

Company Description PNB MetLife India Insurance Company Limited (PNB MetLife) is a leading life insurance company in India, with its shareholders including MetLife International Holdings LLC (MIHL) and Punjab National Bank Limited (PNB). PNB MetLife combines the financial strength of MetLife, Inc. and the trustworthiness of PNB, one of India's oldest nationalized banks. With a presence in over 140 locations and services available in more than 16,500 locations through strong bank partnerships, PNB MetLife offers a wide range of protection and retirement products. This includes agency sales through over 10,000 advisors and access to employee benefit plans for over 800 corporate clients in Indi...

Role : Sales & Marketing Intern (Financial Services) Location : Trinity Towers, AJC Bose Road, Bhowanipore, Kolkata, West Bengal Duration : 3 - 6 months Stipend: Rs 5,000 per month + Incentives Role Brief: We are looking for a dynamic and motivated Sales & Marketing Intern to support our tele calling efforts and drive account openings and activations for our digital investment platform, Dhanush . This internship offers a valuable opportunity to gain practical experience in client communication, acquisition, and relationship management within a professional financial services environment. Responsibilities: Conduct outbound calls to newly registered and existing Dhanush clients to drive tradin...

Position Overview Job Title: Senior Operations Analyst Location: Pune, India Role Description You as a Senior Analyst will be responsible for completion of day-to-day activity (Static amendments and set-up's on various applications used by Front office, Middle office and Back office) as per standards and ensure accurate and timely delivery of assigned production duties. You need to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. You should ensure that all queries related to routine activities are responded to within the time frame specified. What We'll Offer You As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in...

As a Branch Manager at AQUILA FINANCE LIMITED in Thrissur, you will be responsible for leading the upcoming branch in Irinjalakuda. With 30 years of experience in the NBFC sector, we are looking for a dynamic individual to drive business growth and ensure customer satisfaction. **Key Responsibilities:** - Oversee daily branch activities and manage a team of staff members - Implement strategies to achieve financial targets - Develop and execute business plans - Monitor performance metrics and ensure compliance with regulatory requirements - Promote financial products and services effectively - Foster strong customer relationships **Qualifications Required:** - Bachelor's degree in Business, F...

As a Freelance Finance & Investment Banking Trainer, you will be responsible for delivering comprehensive training programs in various finance areas such as Accounting, Financial Planning & Analysis, Investment Banking, Corporate Finance, Financial Markets, Financial Modelling, and Taxation. Your role is crucial in upskilling students and preparing them for careers in finance and capital markets. Key Responsibilities: - Conduct engaging and practical training sessions across multiple finance domains. - Deliver modules covering Principles of Accounting, Financial Statements & Excel Proficiency, Working Capital Management (O2C & P2P), Taxation (Direct & Indirect) and Auditing, Budgeting, Forec...

Job title: Relationship Manager Terms: Permanent Requirements: Graduates of any background or higher degree should have a very good demographic understanding, a strong relationship with IFAs / CAs, and knowledge about the Finance Industry in the assigned geography, and should seize the opportunity to develop business. He / She should have Min 2 Years experience in handling MFD / IFA / any Financial Products. About the role: 1. The candidate will be responsible for client acquisition and managing the overall client relationship. 2. Responsible for achieving the target. 3. Engaging with customers to enrich the relationships and garner higher wallet share from the client. 4. Ensure coverage of ...

The job involves conducting industry and financial research to support clients and contributing to internal knowledge building efforts. Typical projects will involve gathering, analyzing, synthesizing, and presenting data using structured methodologies and frameworks. Projects may take a couple of days to several weeks for completion. Key responsibilities include: - Build or assist in building and maintaining models to estimate granular, product-level key performance metrics for Investment banks Financing products and create market size estimates for Investment and transaction banking financing and Private Credit products. - Organize, analyze, synthesize, and summarize data and information u...

Manage and guide Branch Relationship Managers (RMs) to achieve their individual and team targets. Ensure consistent revenue generation across all products Mutual Funds, Insurance, Bonds, and Unlisted Shares. Conduct regular meetings with clients and prospects to generate quality leads and close business. Provide timely solutions to RMs queries and support them in handling client objections. Monitor daily activities, track performance, and motivate the team towards achieving branch goals. Build and maintain strong client relationships by ensuring excellent service and financial guidance. Identify new business opportunities, plan strategies, and drive business growth. Ensure compliance with co...

We are seeking a highly motivated and dynamic Business Development Executive to join our team. The ideal candidate will be responsible for driving sales through the POSP (Point of Sale Person) and channel Partners while maintaining client relationships. The role requires outbound calling, follow-ups with potential customers, and updating MIS trackers to ensure smooth business operations. Expected Responsibilities: Make outbound calls to onboard and engage POSPs and Channel Partners . Follow up with clients/customers to ensure seamless service and address their queries. Generate sales through the POSP and Partnership channel to achieve business targets. Maintain and update MIS trackers regula...

We are seeking a dynamic and results-driven Corporate/SME Senior Sales Manager to lead and drive commercial insurance sales. The ideal candidate will have extensive experience in developing Non-Motor General Insurance sales channels and a strong understanding of various insurance products, including Cyber Insurance, Fire, Marine, and Group Medical Cover (GMC). Expected Responsibilities: Develop and implement strategies to drive SME and corporate insurance sales. Identify and establish new business channels to expand corporate client base. Build and maintain strong relationships with corporate clients and key decision-makers. Leverage industry connections to enhance business opportunities and...