5445 Financial Products Jobs - Page 34

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...

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 ficial risk while complying with internal policies and regulatory requirements. The Firm s Global Compliance Surveillance team is hiring experi...

About the Role We are looking for an Assistant Business Development Officer (Saathi) to identify and facilitate lending for our prospective commercial 3 Wheeler clients by passing on viable leads from 3 Wheeler Auto Dealerships to our back office Team for processing. Basic idea of KYC documentation and CIBIL/ Crif and processing relevant paperwork preferred. You will maximize viable leads from our Dealer Partners. Role & responsibilities Role & Responsibilities Primarily focus should be on identifying and contacting the potential Customer at 3 Wheeler Auto Dealerships Should provide a concise description of the products and services to the customers and also draw attention to the benefits of...

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 meeting

Role Overview: You will be responsible for developing new and expanding existing High Net worth Customer relationships for liabilities and commercial assets. Your main focus will be on ensuring high levels of customer service orientation and application of bank policy. Additionally, you will cross sell existing bank products to customers and inform them of new products or product enhancements to further expand the banking relationship. You will also be in charge of planning and conducting special sales initiatives and events for prospective and existing clients, as well as coordinating with other group companies to provide seamless access to other products. Keeping a complete relationship re...

As a Model Risk Management professional at Mizuho Global Services Pvt Ltd, you will be responsible for the following: - Conducting quantitative & qualitative analysis in model validations for pricing & risk measurement models - Communicating & collaborating with internal & external stakeholders - Documenting model validation and reporting to stakeholders & approvers - Collaborating on model risk management with other MHSCG Entities, FG/BK/TB, and external parties - Providing support for new product reviews - Contributing to regulatory and audit responses - Automating routine model risk management tasks - Handling other model risk management tasks as required To qualify for this role, you sho...

As a Lead Corporate Sales at our client's innovative fintech platform, you will play a crucial role in driving the regional charter for the growing B2B2C business. Your responsibilities will include acquiring and managing corporate partnerships, serving as a trusted advisor to senior HR, Finance, and Rewards stakeholders, and enabling organizations to provide impactful financial solutions to employees. Your strong enterprise sales skills, business acumen, and end-to-end relationship ownership will be key in fostering employee engagement, adoption, and sustained business growth. Key Responsibilities: - Corporate Acquisition & Onboarding: - Identify, reach out to, and onboard new accounts. - P...

As a candidate for this role, your responsibilities will include: - Building and maintaining relationships with customers - Keeping customers updated on various financial products - Sourcing deposits and mobilizing funds - Canvassing and sourcing new customers to increase gold loan business - Conducting gold appraisals and generating revenue through cross-selling insurance and other allied products - Ensuring proper collection of EMIs - Preparing and verifying loan documents - Filing applications with KYC in all products and for every customer - Maintaining important registers, preparing daily reports, managing cash, and handling accounting in the branch - Ensuring compliance with all RBI re...

As a High-Impact Sales Professional at Zoom Insurance Brokers, you will play a crucial role in driving the growth of our Surety portfolio. Your responsibilities will include: - Building a steady pipeline across EPC, infrastructure, manufacturing, and MSME segments. - Positioning Surety Bonds as a strategic alternative to bank guarantees in discussions with CFOs, treasury heads, and procurement teams. - Conducting product presentations and simplifying surety structures and underwriting requirements for clients. - Gathering and evaluating client financials and project details to support underwriting. - Working with insurers to negotiate terms and design the most suitable bonding programs. - En...

As a Global Markets Operations Lead at HSBC GIFT City branch in India, your role involves providing day-to-day support to the Global Markets business. Your principal responsibilities will include: - Providing oversight to Operations activities related to GM business in GIFT City and activities in GSC / Third Party - Ensuring compliance with regulations and Global Mandatory Practices - Managing aged Risk Indicator items and collaborating with teams for closure - Developing a good understanding of regulations by IFSCA, SEBI, RBI, and other authorities - Acting as the Third Party Engagement Manager and conducting periodic reviews - Coaching and developing team members - Ensuring timely regulato...