3091 Financial Products Jobs - Page 35

Lead the Agency & L&D function in the region to effectively strategize and execute L&D plans for business impact Develop an overall Agency L&D approach which is aligned with the channel specific technical competencies, business process & strategy in the Region To implement the learning architecture / models for e.g. eLearning to changing business priorities in the Region 4. Develop domain learning paths for Agency channel in line with growth within the Region Responsible for the Agency L&D regional distribution teams 6. Responsible for developing the domain and various technical competencies across Agency & B2C channels in the region Impact and improve sales effectiveness across Agency chann...

You are seeking a highly motivated and skilled Relationship Manager to join the sales team as a Portfolio Specialist. In this role, you will be responsible for making outbound calls to potential customers to promote and sell products or services. The ideal candidate should possess excellent communication skills, a persuasive personality, and a positive attitude. Experience in telesales, the ability to thrive in a fast-paced environment, and comfort in making cold calls are essential for success. Your responsibilities will include building and maintaining strong client relationships to offer tailored financial advice, making cold calls to connect with potential clients, and ensuring high-qual...

The job holder will be responsible for credit administration related work, including automation of key regulatory/HO returns, maintaining TAT and accuracy in submission of regulatory returns, liaising with IT and HO team for process standardization, and leading system projects initiated by management. The duties involve approving limits in Banks system, ensuring alignment with approved credit memo and collateral adequacy, monitoring limits and collaterals, overseeing DP calculation and monthly reminders, managing audit MIS, monitoring FX limits/outstanding, managing vendors and staff, reviewing processes and system functionality, interpreting regulatory requirements, and ensuring compliance....

Are you passionate about finance and eager to make a difference in the world of investments Ready to make your mark in the world of finance AssetPlus is searching for a talented Investment Specialist to join our team and embark on an exciting journey towards financial empowerment. Key responsibilities include talking to prospective leads to understand their investment needs, risk tolerance, and financial goals. Engaging with existing clients to provide personalized financial advice and create relationships. Understanding the financial products available on the platform and explaining them to clients in a simple manner. Creating customized portfolios based on clients" requirements and generat...

As a Sales Team Leader, you will be responsible for leading a team of sales or dealing executives and monitoring their daily performance. Your main objective will be to drive client acquisition for demat and trading accounts, as well as brokerage generation, while achieving team sales targets for equity broking and other financial products. It will be crucial for you to train, motivate, and mentor team members to enhance their productivity and product knowledge. Ensuring compliance with SEBI regulations and internal policies will be a key part of your role, along with handling escalated client queries to ensure high levels of client satisfaction. You will also be expected to monitor and repo...

This is a full-time on-site B2B Business role with one of the Leading Wealth Advisory firm. You will be responsible for analytical tasks, financial management, team management, customer service, and sales activities on a day-to-day basis. The job location for this role includes Ahmedabad, Surat, and Mumbai. The ideal candidate should have 4 to 9+ years of experience in the relevant field. Key qualifications for this position include analytical skills and finance expertise, team management and customer service abilities, sales experience, and experience in selling Wealth products, Financial products, Mutual Fund, Demat, Insurance, etc. Additionally, strong leadership and organizational skills...

???? Job Title: PCG Relationship Manager ???? Company: Bajaj Financial Securities Limited About Us: Bajaj Financial Securities Ltd. (BFSL), a fully owned subsidiary of Bajaj Finance Ltd., offers a wide suite of capital market solutions. From Equities, Mutual Funds, and Bonds to Insurance and Loans - we serve Corporates, HNWIs, and affluent families with personalized financial services. ???? What You&aposll Be Doing: Client Acquisition & Growth: Aim to onboard 4 new HNI/UHNI/PCG clients each month from your base city and nearby regions. Your efforts will directly fuel regional expansion. Client Relationship Management: Build and maintain strong client relationships. Stay proactive - keep clie...

Department Profile Morgan Stanleys Institutional Security Division (ISG) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs. Global Markets Group (GMG) is the offshoring arm of Morgan Stanleys Equity businesses in India. It covers functions across ISG ranging from those associated with sales, trading, analytics, strats to risk management. Background on the Team Financial Resources and Strategy (FRS) is part...

Job Role: We are hiring experienced Relationship Managers for a leading BFSI company . Ideal for candidates with experience in retail banking, client acquisition, and cross-selling financial products . Responsibilities: Acquire and manage bank customers for savings/current accounts Cross-sell banking and third-party products (insurance, mutual funds, FDs) Maintain strong client relationships and provide excellent service Meet assigned sales and revenue targets Handle walk-in customers and leads assigned by the branch Candidate Profile: 2 to 5 years of experience in BFSI / Banking / Financial Sales Good communication and relationship-building skills Should be target-driven and self-motivated ...

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, o...

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, o...

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, o...

Capgemini is currently looking for a director-level executive to fill the role of SME Loan Administration. The ideal candidate should have extensive experience working for financial institutions or banks with knowledge of various financial products, including Funding Markets, Commercial Loan Portfolios, Loan Administration, and Covenant Administration. A solid understanding of Loan Administration systems such as LoanIQ, E-Works, and LoRD is essential for this role. The candidate will act as a referral point for all Section staff, particularly Team Leaders, providing guidance, knowledge, and training as necessary. In this position, you will work closely with the onshore Credit & Limit Control...

As a Product Manager at 5paisa, you will be responsible for owning the product lifecycle of our financial products. This entails ideating, developing, and scaling products that address critical customer pain points while driving company growth. Your role will require a deep understanding of the fintech ecosystem, customer-centric design, and collaboration with cross-functional teams including engineering, design, marketing, compliance, and more. You can expect to work in a dynamic environment where continuous learning and mentorship are valued. Your journey at 5paisa will involve expanding your skill set, shaping your career path, and experiencing a collaborative culture where your contribut...

As an Analyst at eClerx Services Ltd., you will be responsible for working on back-office and middle-office processes for financial institutions. This includes handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Your role will involve tasks such as data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. Additionally, you will be required to prepare reports using MS Excel and may need to ...

You will be responsible for originating new-to-bank prospects through direct sourcing and open market channels. Your main focus will be on acquiring customers and managing their proposals up to the disbursement stage. Additionally, you will meet with existing customers to identify business opportunities and drive revenue growth. You will cater to businesses with turnovers ranging from Rs 100 to 500 crores in the Emerging Business segment, Rs 500 to 1000 crores in the Mid Corporate segment, and Rs 1000 crores and above in the Large Corporate segment. Your role will involve providing various working capital facilities such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, Letter of Cr...

The ideal candidate will be responsible for deeply understanding the client's business objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with our clients and analyzing our clients" data. Essentially, you will act as our client's main point of contact. Identify opportunities to cross-sell additional financial products and services that align with client needs. Stay informed about market trends and economic developments to provide relevant insights to clients. Regularly report on investment performance and portfolio management to clients, highlighting achievements and areas for improvement. Actively se...

As a Business Analyst specialized in Capital Markets, Compliance, and Trade Surveillance, you will be responsible for leveraging your expertise to enhance the surveillance function and manage sensitive data access in alignment with trading, compliance, and surveillance objectives. Your strong understanding of financial products, derivatives, and risk sensitivity will be crucial in designing and implementing controls and procedures to ensure effective trade surveillance. You should have hands-on experience in derivatives, trade surveillance, and related risk management processes. Familiarity with market abuse, manipulations, and trade surveillance scenarios commonly used across the industry i...

As a Field Sales Executive, your main responsibility will be to drive sales and cultivate strong client relationships in the field. Your role will involve identifying new business opportunities, formulating and executing sales strategies, and delivering exceptional customer service to meet sales objectives and contribute to the company's expansion. You will start by identifying and pursuing potential clients through research, networking, and referrals. Additionally, you will engage in face-to-face meetings with both potential and existing clients to comprehend their financial requirements and offer personalized solutions. Presenting and elucidating the company's financial products and servic...

As the Lead - Product Management at Fidelity Center for Applied Technologies (FCAT), you will play a crucial role in developing innovative solutions within the financial services sector to enhance value for end customers. Your responsibilities will include analyzing data, gathering requirements, translating business vision into actionable stories, and collaborating cross-functionally in an Agile environment. To excel in this role, you should have a solid understanding of Capital Markets, Brokerage Functions, and Trading, along with a broad knowledge of Fidelity's diverse offerings across Personal Investing, Workplace Services, and Fidelity Institutional. Your expertise in business analysis, ...

As an E-Communication Surveillance personnel at Compliance Conduct and Operational Risk division, your primary responsibility will be to identify potential instances of market abuse, specifically insider trading and market manipulation. You will utilize established surveillance systems to monitor activities in both Firm and Employee accounts in order to ensure compliance with policies. The E-Communication surveillance team plays a crucial role in assessing risks across markets and implementing surveillance programs to protect the firm against reputational and financial risks while adhering to internal policies and regulatory requirements. Your role will involve reviewing communications surve...

You have an excellent job opportunity as an Investment Advisory Sales & Business Development professional at a fintech advisory firm based in New Delhi. The firm focuses on Mutual Funds and overseeing Assets Under Management (AUM). As a part of the core team, you will work closely with the founders in a fast-growing personal finance advisory platform. Your responsibilities will include acquiring clients for investment planning, goal-based financial planning, and asset allocation strategies. You will also be involved in preparing reports and presentations for investor awareness and client engagement. Educating potential clients about the firm's services through offline or online meetings and ...

Role & responsibilities To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs. Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. So that the VRM becomes the top o...

Investor Services Location: Bangalore Work Mode: Hybrid About the role On-boarding investors after thorough review of the subscription agreements and fund documentation Booking investor transactions, subscriptions, redemptions, transfers and switches. Booking capital call/distribution and partner transfers Preparing and distributing capital call/distribution notices Maintaining investor register, changing, and updating investor static data. Generation & distribution contract notes and investor/partner statements Preparation of documentation for the daily Transfer Agency processes for investor reporting. Perform transaction monitoring for subscriptions, redemptions, capital calls, distributio...

Jobs At CCIL - ccil - The Clearing Corporation of India Limited Jobs At CCIL - ccil Job Description of : Experience : Experience of 1-2 years in financial markets would be desirable Preferred Qualification : Post-Graduation in Finance Preferably MBA Required Qualification : Minimum graduate with Banking & Finance and / or Commerce background Skill, Knowledge & Trainings : Skills The incumbent must demonstrate the following skills: Interpersonal skills Communication skills Familiarity with working in a highly computerized environment Knowledge Should have basic awareness of financial markets. Should have good working knowledge of MS Office. Basic awareness of IT. Training Training in financia...