3091 Financial Products Jobs - Page 36

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Opening for Agency Development Manager in Axis Max Life Insurance Company Role - Recruitment of insurance advisors or agents Coaching, developing and supporting Life advisors Motivate advisors / agents and drive sales through them Meet Business Targets Reporting to Branch Manager CTC Offered : chennai - 3 - 5.5 Lakhs per annum Other locations of Tamilnadu - 3- 4.5 Lakhs per annum Interested Candidate send your Updated CV to bookmark.cochin@gmail.com Preferred candidate profile Graduates with minimum 1 year field sales experience in any industry can apply . CTC negotiable based on current CTC and interview performance

Morgan Stanley Fund Services (MSFS), a wholly owned subsidiary of Morgan Stanley, provides fund administration services to the worlds leading hedge funds With over $600 billion in Assets under Administration, the division employs over 1,340 professionals globally, with offices in New York, Dublin, London, Hong Kong, Mumbai, Glasgow, and Bangalore, The Investor Services group (AML Screening team) within Morgan Stanley Fund Services prides itself on providing best in class service to both the Hedge Funds and their investors We leverage the firms proprietary web-based applications and work closely with hedge fund clients, investors, and other teams within the division, We are currently seeking ...

Qualification: B.Com / Graduate / CFP Experience: 1 to 2 years experience in Plan Servicing and Operations Salary Expectation: As per industry standards (based on individual qualifications, experience, and competence) Job Description Responsible for execution of investment suggestions. Timely and accurate execution of investments, insurance plans, and related services. Client coordination for KYC-compliant documentation and related paperwork. Complete paperwork related to financial plan implementation. Coordinate with vendors/product manufacturers to resolve service-related queries (brokers, mutual funds, insurance, etc.). Ensure investment recommendations and insurance plans are implemented...

Job Description Position RM/PRM/SPRM/EPRM No. of Positions Department Direct Sales Force Function CAT-Elite Reporting to Cluster Manager Band 5/5A/5B/4 Location - Comp. Job Summary Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. Key Responsibilities Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like call...

Job Description Position S0/ AM/ DM No. of Positions Department Direct Sales Force Function CAT-Elite Reporting to Branch Relationship Manager Band 5/5A/5B Location - Comp. Job Summary Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. Key Responsibilities Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like ...

We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and rep...

We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and rep...

We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate + 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sales data and rep...

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sal...

Relationship Manager Financial Services Experience: Minimum 3 Years Qualification: Any Graduate / Postgraduate Key Responsibilities: Client Acquisition & Relationship Management Identify potential customers and generate leads for loan products and liability accounts. Build and maintain strong relationships with both new and existing clients. Understand customer financial needs and provide tailored solutions. Sales & Product Management Promote and sell financial products, including Personal Loans, Business Loans, Credit Cards, Savings Accounts, and Fixed Deposits . Ensure customer retention by managing liabilities effectively. Achieve sales targets for both loan and liability products. Market...

Position Overview Job Title: Content Manager, Advisory Solutions, Assistant Vice President Location: Mumbai, India Role Description We are looking for a proactive and detail-oriented Content Manager to join the Advisory Solutions team This role is critical in managing the creation, coordination, and delivery of high-quality, compliant marketing and communication materials that support global advisory initiatives The ideal candidate will bring strong project management skills, content creation expertise, and the ability to collaborate across global teams and functions, About Deutsche Bank: Deutsche Bank is the leading German bank with strong European roots and a global network Were driving gr...

Role & responsibilities 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 Customer Relationship

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Business Consulting QAS- Quantitative Trading Book (QTB) Profile: Quant Analyst/ Consultant/ Manager EY's Financial Services Office (FSO) is a unique, industry-focused business unit that provides a broad range of integrated services leveraging deep industry experience with strong functional capability and product knowledge. FSO practice offe...

As a valuable member of our team, your primary responsibilities will include acquiring new clients and executing orders on behalf of clients/AP. Additionally, you will be responsible for managing operational activities for clients such as KYC compliance and facilitating transactions involving various financial products including Mutual Funds, Insurance, and other related products. It will be essential for you to deeply understand the needs and preferences of our clients to provide them with the best possible service. This position is based in Majura Gate, Ring Road, Surat, Gujarat. Join us in this dynamic role where you will have the opportunity to make a significant impact in the financial ...

Role & responsibilities Assistance in preparation of Compliance Review plan to be put up to the Board. Preparation and updating of Compliance review checklists in line with the regulatory guidelines/internal policies. Undertaking field work and ensuring that the review is completed within the prescribed timelines. Preparation of Draft Compliance Review report and discuss the same with the relevant stakeholders. Obtain the responses from the stakeholders and preparation of Final Compliance Review Report. Ensure proper documentation and working papers are maintained for all the compliance reviews conducted. Preparation of Open Issue tracker for Compliance Review Reports issued. Follow up with ...

As a global leader in assurance, tax, transaction and advisory services, EY hires and develops the most passionate individuals in their respective fields to contribute to building a better working world. The culture at EY is centered around providing training, opportunities, and creative freedom to individuals. The focus is not only on who you are presently, but also on who you have the potential to become. EY believes that your career is yours to shape, with limitless possibilities for growth. The organization is dedicated to offering motivating and fulfilling experiences throughout your career journey to help you reach your full professional potential. The role of Analyst-TMT-Business Cons...

As an international bank with over 170 years of history, Standard Chartered is dedicated to making a positive impact for its clients, communities, and employees. We are a forward-thinking organization that thrives on challenges and constantly seeks opportunities to grow and excel. If you are seeking a purpose-driven career in a bank that values diversity and inclusion, we welcome you to join our team. At Standard Chartered, we are committed to driving commerce and prosperity through our unique diversity. Our brand promise is to be here for good, and we achieve this by embodying our valued behaviors. We prioritize doing the right thing, challenging ourselves, and maintaining integrity while a...

Job Description: You will be joining SMC Group, a leading financial services company in India established in 1990. As a Relationship Manager Sales based in Guntur, your primary responsibilities will revolve around managing client relationships, discovering new business opportunities, promoting financial products and services, and meeting sales targets to enhance revenue growth. To excel in this role, you should possess strong sales and negotiation skills, exceptional communication and interpersonal capabilities, and a good understanding of various financial products and services. Building and nurturing client relationships will be a key aspect of your daily tasks. Being goal-oriented and sel...

As an Axiom developer at Barclays, you will play a crucial role in driving innovation and excellence in our digital landscape. Your primary responsibility will be to utilize cutting-edge technology to enhance our digital offerings and ensure exceptional customer experiences. To excel in this role, you should have a solid hands-on experience in Oracle 12c Database and AXIOM reporting tool. Additionally, you should be familiar with financial institutions and regulatory reporting, possess knowledge of finance markets and financial products, and understand concepts related to Balance Sheet and Income statement. Your expertise in complex system integration and a thorough understanding of the full...

SRG Housing Finance Ltd. is a leading player in the housing finance sector, with its headquarters situated in Udaipur, Rajasthan, India. The company operates across Gujarat, Maharashtra, Rajasthan, Madhya Pradesh, and Delhi. Renowned as the first entity in Rajasthan to secure a license from NHB, SRG HFL also holds the distinction of being the inaugural listing on the BSE SME Platform. Furthermore, it stands as the pioneering organization in India to transition from the BSE SME platform to the BSE Mainboard. Under the guidance of Mr. Vinod K Jain, the company's primary objective is to deliver housing finance solutions to rural areas that are often overlooked by other financial entities. As a ...

Market Mantra Chronicles is a leading finance company based in Mumbai and Jalgaon, offering expertise in investments, financial planning, mutual funds, stocks, and insurance solutions tailored to individual financial goals. With a diverse client base spanning major cities in India and globally, we provide personalized strategies to help clients achieve their financial aspirations. Our dedicated team is committed to guiding clients towards financial success. We are currently seeking a full-time Sales Executive for our Thane office in Mumbai. The Sales Executive will play a key role in identifying potential clients, managing client relationships, and driving sales of our financial products, wh...

You will be joining Piramal Capital & Housing Finance ATM as a Branch Manager based in Nashik. Your primary responsibility will be to supervise the branch's day-to-day operations, lead and inspire the branch team, maintain customer relationships, and meet set targets. In addition to these tasks, you will handle administrative duties, ensure adherence to company policies, and strive to increase branch profitability and customer satisfaction. To excel in this role, you should possess strong leadership and team management abilities, a track record of fostering customer relations and ensuring their contentment, adeptness in managing administrative tasks and operations, a comprehensive knowledge ...

You will be joining our financial services team as a Customer Service Representative, where your dedication and attention to detail will be valued. The ideal candidate for this role will possess a solid customer service background along with a basic understanding of financial products and services. Your primary responsibility will be to provide exceptional support to our clients, ensuring their needs are met efficiently and effectively. Your main responsibilities will include: Customer Support: - Responding to customer inquiries via phone, email, and chat promptly and professionally. - Providing accurate information about financial products and services. Problem Resolution: - Addressing cust...