5454 Financial Products Jobs - Page 34

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...

Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

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, addressing queries and providing excellent customer service to ensure client reten...

We are looking for a skilled professional with 5-8 years of experience to lead our HNI Desk team in Anand Rathi Share and Stock Brokers Ltd. The ideal candidate will have a strong background in the financial industry. Roles and Responsibility Manage and oversee the daily operations of the HNI Desk team. Develop and implement strategies to enhance customer satisfaction and loyalty. Lead and motivate a team of professionals to achieve sales targets and goals. Build and maintain relationships with high net worth individuals and businesses. Analyze market trends and provide insights to clients. Ensure compliance with regulatory requirements and company policies. Job Requirements Minimum 5 years ...

Location: Rajkot, Gujarat (In-Office) Experience: 6 to 24 Months Salary: 2.25 To 3.5 Lakhs Per Annum (Fixed) + High Performance Incentives Role Overview: Your Impact You will act as a trusted bridge and the crucial link between our Sales Team and our high-value clientele . Your core mission is to provide Trust and Support to ensure that clients smoothly transition from our educational Webinars to a personalized 1-on-1 Strategy Meeting with our Wealth Strategist (WC) without hesitation. Important Note: This role is focused on Support, Engagement, and Coordination , not high-pressure or cold-calling sales. Working Hours & Reporting Working Days: Monday to Saturday. Standard Hours: 9:00 AM to 6...

Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) Strong understanding of mutual fund products, SIPs, (ELSS)

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) Strong understanding of mutual fund products, SIPs, (ELSS)

Key Responsibilities Make outbound calls to prospective clients for different loan products. Explain loan schemes, eligibility, benefits, and documentation requirements. Generate leads, schedule meetings, and pass qualified leads to field/sales teams. Maintain daily call logs, follow-ups, and update CRM/records. Work closely with sales team to achieve monthly targets. Qualifications & Skills Minimum 12th pass / Graduate preferred. 12 years of experience in telesales/telecalling (finance domain preferred). Strong communication, persuasion, and customer service skills. Target-driven with ability to handle rejections positively.

**Role Overview:** You will be part of the Risk Testing Group (RTG) at Goldman Sachs, a multidisciplinary group responsible for independent oversight of all financial and non-financial risks. As a Vice President, you will work on challenging projects involving analysis to ensure holistic risk management practices. This role will require interactions with various stakeholders across the firm and regulators globally. **Key Responsibilities:** - Develop an understanding of the firm's risk management framework, models, methodology, techniques, and processes. - Conduct independent reviews of key regulatory and internal initiatives and communicate results through formal reports. - Perform validati...

Position: Manager Operations & Accounts A. Overview of the Position The Manager Operations & Accounts will oversee the end-to-end operational and accounting functions of Sovereign Global Markets Pvt. Ltd. (SGMPL) . The role involves managing back-office operations for the Fixed Income vertical , ensuring accurate trade settlements, financial reporting, and compliance adherence. The ideal candidate will bring hands-on experience in finance operations and accounting within the capital markets ecosystem, ensuring precision, timeliness, and collaboration across departments. B. Qualifications Mandatory: CA (Inter) candidates must have completed CA (Inter) and should not be pursuing CA further Pre...

Company Description Paytm, a leading digital payment platform, provides a simple and innovative way to manage financial transactions while enabling users to save more through its Digital Gold rewards program. With a vision to empower a self-reliant India, Paytm allows users to link their bank accounts, create UPI IDs, and handle seamless transactions. The platform is committed to offering secure and convenient solutions for individuals and businesses alike. Role Description This is a full-time, on-site role located in Chennai for a Field Sales Executive. The role involves identifying and onboarding new clients, building and maintaining strong relationships with customers, and promoting Paytm...

At Compliance Conduct and Operational Risk division, as a E-Communication surveillance personnel you would be responsible for identifying potential instances of market abuse, notably insider trading and market manipulation using well known surveillance systems, conducting surveillance of activities in Firm and Employee accounts to comply with the policies. The E-Communication surveillance team would be responsible for looking into the risks across markets using the established surveillance program to safeguard the firm against any reputational and/or financial risk while complying with internal policies and regulatory requirements. The Firm's Global Compliance Surveillance team is hiring exp...

Han Digital Solution (P) is looking for Business Analyst + Cards Issuing to join our dynamic team and embark on a rewarding career journey We are looking for a highly skilled and experienced Business Analyst to join our team at Han Digital Solution (P) The ideal candidate will have a strong background in business analysis and experience with cards issuing As a Business Analyst, you will play a crucial role in driving business growth and improvement Roles and Responsibility Collaborate with cross-functional teams to identify business requirements and develop solutions Analyze complex business problems and develop effective solutions using analytical skills Work closely with stakeholders to un...

Han Digital Solution (P) is looking for Business analyst + cards issuing to join our dynamic team and embark on a rewarding career journey We are looking for a highly skilled and experienced Business Analyst to join our team at Han Digital Solution (P) The ideal candidate will have a strong background in business analysis and experience with cards issuing As a Business Analyst, you will play a crucial role in driving business growth and improvement Roles and Responsibility Collaborate with cross-functional teams to identify business requirements and develop solutions Analyze complex business problems and develop effective solutions using analytical skills Work closely with stakeholders to un...

Calypso developer Solution Design and Implementation: Developing and configuring solutions within the Calypso platform, often focusing on specific financial products like Fixed Income, Derivatives, or Money Markets. Customization: Building custom modules and integrations to tailor the platform to specific business needs. Code Development and Maintenance: Writing clean, scalable code, often using Java, and ensuring the ongoing maintainability of the platform. Troubleshooting and Issue Resolution: Identifying and resolving technical issues related to Calypso functionalities. Testing and Quality Assurance: Creating and executing test plans, scripts, and strategies to ensure the quality and reli...