5445 Financial Products Jobs - Page 35

Role Overview: The Regional Sales Head is responsible for driving business growth and sales performance in the broking industry within the assigned region. This role requires a strong leader with extensive knowledge of financial markets, client acquisition, and channel development to lead a high-performance sales team and ensure consistent revenue growth. Key Responsibilities: - Lead Team Leadership & People Development - Execute Client Acquisition & Retention strategies - Manage Channel Development & Management - Ensure Compliance & Risk Control - Develop Market Strategy & Expansion plans - Handle Reporting & MIS tasks - Drive Sales & Revenue Generation by achieving regional revenue targets...

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...

Responsibilities: The Lead analyst will be an integral part of the team wherein he will support the larger team in New York. Responsibilities: Primary responsibilities will include: • Sound knowledge on Term Loans, Bonds, Revolving Loans, DDTL, Private Credits and Alternative assets. • Understanding of cash and position reconciliation. Investigating and resolving cash/position breaks. • Understanding the financial risk involved in the process and ensuring controls/checklists are in place. • Coordinate with various parties such as internal teams and clients to resolve breaks/queries efficiently. • Handling various client queries raised by clients and close them within given TAT. • Thinking cr...

Company Description Finonus Capital is a dynamic financial services firm that provides strategic capital solutions to individuals, startups, and established businesses. With a mission to bridge ambition and achievement, the company offers tailored services in financial planning, investment advisory, loans, and capital management. Committed to trust, transparency, and innovation , Finonus Capital empowers clients to navigate financial complexities with confidence and clarity. Role Description This is a part-time, performance-based, remote/field role for a Loan Sales Advisor . The Loan Sales Advisor will source, manage, and submit high-quality loan leads, especially from government employees, ...

Company Description Wethonic Financial Services, with over 13 years of experience, is a trusted name in equity, commodities, mutual funds, and insurance distribution. We specialize in personalized and innovative solutions to help clients achieve their financial goals. Our dedicated team leverages industry knowledge and cutting-edge investment tools to deliver best-in-class results. At Wethonic Financial Services, we combine expertise with commitment to ensure exceptional service for every client. Role Description This is a full-time, on-site position for a Relationship Executive located in Bikaner. The Relationship Executive will be responsible for building and maintaining strong client rela...

KEY RESPONSBLITIES Identifying, Establishing, Building & Maintaining relations with Clients across different Sectors from different sources mainly for Mumbai and Gujarat region Offering customised solutions in Debt & Equity segment and Corporate Advisory Visiting prospective Clients, Industrial Areas, Trade Fairs, Business Parks and Exhibitions to increase network & contacts Preparing Teaser of the proposal / business sourced for taking feedback from prospective Lenders REQUIRMENT Strong knowledge of Financial Market & Financial Products Excellent Communication, Drafting & presentation Skills Willingness to travel outstation EXPERIENCE Relevant Market Experience of 5 - 10 years CTC AND INCEN...

eClerx - Virtual Drive for Freshers! - Mumbai & Pune Job Title: Financial Analyst - (Investment Banking) Location: Airoli (Navi Mumbai), Pune Eligibility Criteria: Only local candidates can apply who stays in Pune and Navi Mumbai Western Line candidates are not eligible/No outstation candidates Strictly immediate joiners required who can join within 2 to 3 days - Educational Background: Only Commerce Graduates/Post Graduates (2023/2024/2025) Share your resume on pooja.sarathe.c@eclerx.com before joining the meeting Date 22nd Nov to 29th Nov 2025 Time - 12 Pm to 1 Pm Join Microsoft teams Meeting id: 457 976 833 658 4 Passcode: 2hr6Hx34 Job location Mumbai office - eClerx Services Ltd. Buildin...

Designation : Assistant Manager - Lead will be provided by Company - Individual sales role - Schedule meeting with Clients - Explain And Promote our Financial product - Close lead into the Sales - Build relationship with Clients Required Candidate profile - Graduation Complete - Minimum 6 months of experience in BFSI/ Banking/ Finance/ Insurance/ Sales - Age - 23 to 32 Years - Candidate must be local - Freshers also can apply Perks and benefits TA Annual Bonus PF ESIC Health insurance

About the Role As a part of the Investor Sales team in India, you ll play a key role in driving business by pitching financial products and solutions to institutional clients. The candidate is expected to drive revenue growth, enhance client engagement, and contribute to the firm s overall market positioning in the rates space. Candidate must demonstrate high levels of professionalism, product expertise, and collaborative spirit, while ensuring strict adherence to internal controls, compliance standards, and ethical conduct. Banking is changing and we re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you ll be building yo...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

Job Description: About us. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank ...

As a Business Loan Sales Head in the Assistant Manager category, your role will be crucial in leading and managing the business loan sales team to achieve monthly and annual targets. You will be responsible for developing strategies to increase customer acquisition and loan disbursement. Building and maintaining strong relationships with SMEs, corporates, and business clients will be essential. Your role will also involve identifying potential business opportunities through market research and networking, guiding and training sales officers/relationship managers, and coordinating with credit and operations teams for smooth loan processing and disbursal. Ensuring compliance with company polic...

**Job Description:** **Role Overview:** As an Associate, Valuation Controller at our company, you will be an integral part of the Valuation Control team. Your main responsibilities will revolve around executing price verification and benchmark processes, assisting with established practices and control initiatives, and collaborating with various functional groups to ensure fair value. Additionally, you will have the opportunity to enhance the existing control framework and contribute to value-added projects within Business, Risk, and Finance initiatives. **Key Responsibilities:** - Execute price verification and benchmark processes, including calculating fair value adjustments. - Assist in v...

Job Description: As a Partner - First Private at IDFC FIRST Bank, you will play a crucial role in managing and growing the private banking business in Chennai, Tamil Nadu. Your primary responsibilities will include developing strategies to attract high net worth clients, building and maintaining client relationships, understanding clients" financial needs, meeting sales targets, and staying updated with market trends. Key Responsibilities: - Develop and implement strategies to attract and retain high net worth clients - Build and maintain relationships with existing and potential clients - Understand clients" financial needs and provide personalized solutions - Cross-sell various financial p...

VP - Transaction Services Who we are looking for: Transaction Services is seeking a candidate to work as a Vice President. This position will oversee multiple teams within Transaction Services function. Exposure to Screening, Trade/Cash Processing, Agent Bank Operations, Client Service Teams, Lending Operations will be preferred. Should possess knowledge of the Asset management industry and the processes that support it. You need to provide guidance & leadership to these teams. The role will need to initiate and develop good communication and interpersonal relationships with operation, technology and client relationship teams to ensure we maintain the high level of service. Key people integr...

VP - Transaction Services Who we are looking for: Transaction Services is seeking a candidate to work as a Vice President. This position will oversee multiple teams within Transaction Services function. Exposure to Screening, Trade/Cash Processing, Agent Bank Operations, Client Service Teams, Lending Operations will be preferred. Should possess knowledge of the Asset management industry and the processes that support it. You need to provide guidance & leadership to these teams. The role will need to initiate and develop good communication and interpersonal relationships with operation, technology and client relationship teams to ensure we maintain the high level of service. Key people integr...

Job Description: As a Sales Executive, your role involves handling customer interactions, promoting and selling financial products like credit cards and insurance plans, and building strong client relationships. You will need to understand customer needs and provide appropriate solutions to achieve monthly and quarterly sales targets. It is essential to maintain accurate customer records and adhere to compliance guidelines. Key Responsibilities: - Handle customer interactions and build strong client relationships. - Promote and sell financial products such as credit cards and insurance plans. - Understand customer needs and provide appropriate solutions. - Achieve monthly and quarterly sales...

As a Regional Sales Manager/Head, you will be responsible for driving business growth and sales performance in the broking industry within the assigned region. Your role will require you to be a strong leader with a deep understanding of financial markets, client acquisition, and channel development in order to build a high-performance sales team and achieve consistent revenue growth. Key Responsibilities: - Lead and develop a team of Area Managers, Relationship Managers, and Sales Executives. - Set clear goals, monitor KPIs, and ensure performance standards are met. - Focus on client acquisition, retention, and satisfaction to drive revenue growth. - Develop and manage channels effectively ...

In this role at EY, as an Associate Analyst/ Analyst in the Global Monitoring System (GMS) team within the Independence Risk Management Services, you will be responsible for conducting research and executing global Independence processes aligned with EY Global (EYG) policies. Your main focus will be to safeguard EY's independence by assisting professionals in complying with the firm's personal Independence policies. This involves monitoring professionals" financial relationships to identify and report potential conflicts of interest with audit clients, as well as providing coordinated support to EY professionals by answering their inquiries and questions on various country and personal Indep...

As a Relationship Manager-First Wealth at IDFC FIRST Bank in Haryana, your role will involve managing and growing the first wealth portfolio in the region. You will be expected to develop and nurture strong relationships with existing and potential clients, understand their financial needs, and provide suitable banking products and solutions. Your responsibilities will also include achieving sales targets, conducting portfolio reviews, and collaborating with internal teams to ensure excellent service delivery. Adhering to regulatory guidelines and staying updated with market trends will be crucial in identifying new business opportunities. **Key Responsibilities:** - Develop and maintain str...

Role Overview: As a Relationship Manager located in Hapur, your main responsibility will be to build and maintain strong customer relationships. You will need to understand client financial needs, promote financial products and services, and ensure customer satisfaction. Your role will involve working closely with clients, supporting their financial goals, and collaborating with internal teams to deliver customized solutions. Key Responsibilities: - Build and maintain strong customer relationships - Understand client financial needs - Promote financial products and services - Ensure customer satisfaction - Work closely with clients to support their financial goals - Collaborate with internal...

Role Overview: You will be responsible for structuring, developing, and enhancing domestic trade and supply chain finance solutions for multinationals, domestic large & medium size corporates in North and East India. Your key focus areas will include managing existing programs, driving digital initiatives, achieving profitability targets, and expanding the supply chain business by collaborating with various internal and external stakeholders. Key Responsibilities: - Structure, develop, and enhance domestic trade and supply chain finance solutions for clients in North and East India. - Manage existing programs from an Anchor relationship perspective and grow the existing supply chain book. - ...

In this role, you will: - Acquire new customers through open market activities. - Drive sales of financial products. - Focus on building relationships to achieve sales targets. - Expand the bank's digital footprint. No additional details of the company are mentioned in the job description.,

Role Overview: Deutsche CIB Centre Pvt Ltd is Deutsche bank's global platform for front-office & aligned functions to create value by utilizing non-traditional locations, exceptional talent, and a collaborative culture. The Strategic Analytics Group is responsible for implementing all quant driven analytics within the bank on a common platform. As an Analyst in the Debt Strategic Analytics team, you will work in close collaboration with the London/New York strats team and business desk on various projects related to the Corporate Banking business. Your role will involve understanding business requirements, gathering necessary information for implementation, and providing end-to-end optimized...

Role & responsibilities We have Openings @ JM Road and Ravet Branch HR Round will be conducted @ JM Road Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build...