5445 Financial Products Jobs - Page 33

As an Area Sales Manager for Old Car Finance-Sales, your role involves overseeing the used car/alternate channel business in the region. Your responsibilities include: - Planning, organizing, and achieving overall budgeted targets. - Coordinating activities through the sales team. - Liaising with cross-functional teams to recruit and onboard personnel for all product lines. - Training and motivating team members. - Supervising and guiding the team's performance. - Overseeing cross-selling of all products in the region. - Monitoring budget achievements and preparing forecasts. To excel in this role, you are required to have: - Working knowledge of various product lines such as used car/new ca...

As a Sales Advisor for Financial Products, your role will involve identifying and generating new sales leads through various tactics such as networking, cold calling, and other sales strategies. You will be responsible for meeting or exceeding set sales goals and quotas regularly. It is essential to stay informed about industry trends, competitor products, and market conditions to tailor your sales approach effectively. Keeping up-to-date with sales strategies, market trends, and industry developments will be crucial in developing and implementing sales plans to achieve the company's short-term and long-term sales objectives. Your qualifications for this role include a mandatory Bachelor's d...

Position: Branch Manager Experience: 8–10 years Industry: Broking / Stock Market / Financial Services Certification: NISM preferred Location: Kolkata First Round: Online with Noida Corporate Office Final Round: Face-to-face at Kolkata Branch

About The Role Software DevelopmentDesign, develop, and implement robust and scalable applications using C# and .NET frameworks . Database DevelopmentWrite and optimize SQL queries, stored procedures, functions, and triggers in Oracle databases to support application functionalities and data requirements . Risk System DevelopmentContribute to the development and enhancement of risk management systems, including those related to Credit Risk, Counterparty Credit Risk Management (CCM Risk), and Treasury risk. Financial Product UnderstandingWork with data and logic related to various capital market products such as Bonds, Repos, and Derivatives (Dx). Requirements AnalysisCollaborate with risk ma...

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...

We are looking for a highly experienced and skilled professional to lead our retail institutions and government banking operations in Ujjivan Small Finance Bank Limited. The ideal candidate will have a strong background in banking and management, with 10-15 years of experience. Roles and Responsibility Manage and oversee the daily operations of retail institutions and government banking branches. Develop and implement strategies to enhance customer service and increase business growth. Supervise and guide branch staff to ensure efficient and effective service delivery. Build and maintain relationships with key stakeholders, including government officials and community leaders. Monitor and an...

About Team : QR is one of Paytms business tools to help merchants grow and manage their businesses through simplicity and data-driven technology. Roles and responsibilities: 1. Engaging with Premium merchants like portfolio tracking, merchant communication, and ensuring service is delivered in assigned areas for assigned merchants. 2. Meeting sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products ensuring product penetration along with revenue growth. 3. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant's grievances and ensure its resolved on ...

You will be responsible for originating NTB prospects through direct sourcing and open market channels. Your role will involve acquiring customers and taking their proposal up to the stage of disbursement. Additionally, you will be meeting existing customers to generate business opportunities and revenue. Key Responsibilities: - Cater to the business with a turnover of 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 on the clients" needs. - Manage customer relati...

As an E-Communication surveillance personnel at Compliance Conduct and Operational Risk division, your role involves identifying potential instances of market abuse, such as insider trading and market manipulation. You will utilize well-known surveillance systems to conduct surveillance of activities in Firm and Employee accounts to ensure compliance with policies. The E-Communication surveillance team plays a crucial role in looking into risks across markets using established surveillance programs to safeguard the firm against reputational and financial risks while adhering to internal policies and regulatory requirements. Key Responsibilities: - Review applicable communications surveillanc...

You will be working as a Technical Coordinator in Investment Operations Outsourcing, Market Operations at Northern Trust. Your role will involve providing deep technical expertise in market operations, resolving complex operational issues, and driving process improvements. You will act as the subject matter expert, working closely with internal teams, clients, oversight, and technology partners to enhance efficiency and ensure compliance. Your responsibilities will include: - Being the go-to expert for trade, cash, forex, transitions, and settlements across multiple asset classes - Supporting trade processing activities and ensuring compliance with regulatory changes - Identifying inefficien...

Role Overview: As an individual with relevant experience in equity research and writing investment reports, you will be responsible for interacting with UHNW clients and presenting investment ideas. Your role will involve understanding equity markets, investing, and portfolios, as well as collaborating with dealers, equity specialists, and equity advisors. Your primary goal will be to strengthen the SCSI position in the local market by providing high-quality investment reports to clients. Key Responsibilities: - Identify, write reports, and explain investment ideas to frontend dealers and clients - Support portfolio manager and CIO in asset management - Demonstrate a good understanding of eq...

You are an emerging Fintech organisation headquartered in Hyderabad and listed on NSE and BSE. You specialize in financial consultancy for Fund Raising, Equity Restructuring, Equity Creation, and other Allied activities, providing expert financial solutions for Retail Investors, Small to Large Scale Companies, both listed and unlisted. As a Sales Manager, your key responsibilities will include: - Generating leads. - Meeting or exceeding sales goals. - Negotiating all contracts with prospective clients. - Giving sales presentations to a range of prospective clients. - Understanding and promoting company products. - Visiting clients and potential clients to evaluate needs or promote products a...

As an Investment Sales & Client Advisor, your role involves identifying, approaching, and acquiring new clients through field visits, referrals, and networking. You will be responsible for presenting and explaining the bank's investment and wealth management products clearly and confidently. Additionally, conducting financial needs analysis to recommend suitable investment options based on client goals and risk profiles will be part of your key responsibilities. Your target will be to meet and exceed monthly and quarterly sales targets. It is essential to maintain regular contact with existing clients to ensure satisfaction and identify cross-selling opportunities. Key Responsibilities: - Id...

As a Financial Advisory professional with 3-6 years of experience, your role will involve developing and executing detailed activation plans for new FPCs. This includes creating pre-launch timelines, coordinating operational requirements, and aligning with stakeholders. You will conduct market analysis to identify suitable locations in line with business objectives and collaborate with marketing teams to generate localized campaigns for lead generation. Your key responsibilities will include: - Partnering with internal teams (Operations, Marketing, IT, HR, and compliance) to ensure readiness before the go-live date - Overseeing facility setup, infrastructure, event arrangements, and technolo...

You will be responsible for originating New-To-Bank (NTB) prospects through direct sourcing and open market channels. Your main tasks will include acquiring customers and taking their proposals up to the stage of disbursement. You will also be meeting existing customers to generate business opportunities and thereby increase revenue. Your role will involve 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. You will provide different working capital facilities such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, et...

As an experienced professional in the banking sector, you will play a crucial role in originating new-to-bank prospects through direct sourcing and open market channels. Your responsibilities will include acquiring customers and guiding their proposals to the disbursement stage. Meeting with existing customers will be essential to identify business opportunities and drive revenue growth. 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 and above in Large Corp. Provide various working capital facilities like Overdraft, Cash credit, Dealer Finance, Vendor Finance, Letter...

You will be responsible for managing existing relationships with REG customers and especially focusing on high-value clients to ensure long-term stickiness through enhanced engagement. Additionally, you will be acquiring new relationships in the defined business segment to increase the asset book of the Bank. Your role will also involve maximizing revenue of the Bank beyond regular Relationship Managers by enhancing the wallet share of revenue-generating products through cross-selling strategies such as insurance, trade, forex, liability products, and LAP. Furthermore, you will leverage branches and other channels to increase business sourcing. Qualifications Required: - Previous experience ...

As an E-Communication surveillance personnel at Compliance Conduct and Operational Risk division, your role involves identifying potential instances of market abuse, such as insider trading and market manipulation, using well-known surveillance systems. You will be conducting surveillance of activities in Firm and Employee accounts to ensure compliance with policies. The E-Communication surveillance team plays a crucial role in looking into risks across markets using the established surveillance program to safeguard the firm against reputational and financial risks while adhering to internal policies and regulatory requirements. Key Responsibilities: - Review applicable communications survei...

Company Description Fincover, founded in 2020 and based in Chennai, is a dynamic fintech startup that leverages technology to provide seamless digital financing experiences. The company aims to empower customers financially by offering a comprehensive platform to access financial products suited to their needs. Partnering with 23 leading insurers, 50+ banks and NBFCs, and 35+ mutual fund companies, Fincover has achieved significant milestones, including disbursing over Rs. 100 crore in loans and 10,000+ insurance policies within a year of inception. Targeting a 5X growth in the upcoming year, Fincover plans to reach a Rs. 500 crore annualized disbursal run rate, providing innovative financia...

Company Description Urban Money is India's first unbiased loan advisory services firm, offering guidance on a wide array of loans and mortgage solutions. We streamline the borrowing process by simplifying aspects such as interest rate comparisons, lender options, and documentation. Backed by a talented team from leading banking and financial institutions, Urban Money collaborates with top financial organizations including HDFC, ICICI, Axis, and others to deliver seamless lending solutions. Our private banking-inspired model provides personalized loan portfolio counselors to guide each client through every step of the borrowing process, ensuring hassle-free services. With a presence in over 1...

Job Description Head of Sales OngoleBulls Invest Pvt Ltd Location: Hyderabad (Head Office) Mode: Full-time | Leadership Role Experience: 815+ Years in Financial Product Sales Preferred Background: Bancassurance / Mutual Funds / Insurance / Broking / Wealth Management / NBFC / Banking Reports To: CEO / Managing Director About OngoleBulls OngoleBulls Invest Pvt Ltd is a diversified financial services company offering Mutual Funds, Equity & Derivatives, Specialised Investment Funds (SIF), AIF/PMS distribution, Bonds, Insurance, Unlisted & Pre-IPO opportunities, and institutional & retail wealth advisory solutions. The company is expanding aggressively across India via digital + partner-led mode...

Bajaj Capital Ltd is currently hiring for / . f 2 of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply share your updated CV at moni.singh@bajajcapital.com

icici lombard hiring digital sales (onroll) good comm skills in Hindi / English exp in outbound sales banking product sales will be advantage shift -9 .30 am to 7 pm 5 days working, job location :icici lombard ,vashi railway station,Navi Mumbai Required Candidate profile fresher salary : 2.10 lakh plus incentive extra exp up to 3.79 lakh PA + incentive extra minimum -8 month experience required Perks and benefits unlimited incentive

Research and identify new outbound leads across target segments (RIAs, credit teams, multi-family offices, fintechs). Conduct outreach via email, LinkedIn, and cold calls to schedule discovery calls and demos. Qualify inbound interest and maintain accurate records in the CRM (HubSpot). Collaborate with Sales and Marketing to refine outreach strategies and messaging. Nurture relationships with prospects to build trust and move them through the funnel. Report on KPIs including outreach volume, meetings booked, and conversion rates. Stay informed on industry trends in fintech, wealth management, and financial software. What Were Looking For: 1 to 3+ years of experience in a BDR, SDR, or inside ...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Acquire CASA and liability accounts through cold calling, market references, and walk-ins. Drive cross-selling of banking products and services to existing and new customers. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. Achieve monthly and quarterly sales targets as defined in the performance scorecard. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: Implement branch-level sales and marketing activities to support overall busi...