4308 Financial Products Jobs - Page 37

We are currently seeking a FID Federal Risk Applications Data Engineer to join our team in Bangalore, Karntaka (IN-KA), India (IN). Job Duties: Team Profile: Our focus is developing systems serving as a data integration and feeding platform, ensuring that calculation results and other data initiated in our Division reaches our downstream clients and meeting all their requirements. The main challenges in this area are the volume of the data (feeding hundreds of gigabytes daily), interfacing with multiple other systems, being exposed to different financial products to a certain extent and being resilient to errors while keeping our SLA-s. The data we feed is critical in fulfilling the regulato...

Drive sales by converting leads from 2-3 assigned bank branches Promote exciting incentive programs to bank staff Identify & tap into new market segments Cross-sell & up-sell life insurance products Exp: 1+yr BFSI / Insurance / any Sale/NBFC

Drive sales by converting leads from 2-3 assigned bank branches Promote exciting incentive programs to bank staff Identify & tap into new market segments Cross-sell & up-sell life insurance products Exp: 1+yr BFSI / Insurance / any Sale/NBFC

Drive sales by converting leads from 2-3 assigned bank branches Promote exciting incentive programs to bank staff Identify & tap into new market segments Cross-sell & up-sell life insurance products Exp: 1+yr BFSI / Insurance / any Sale/NBFC

Acquire quality clients through networking, database, market intelligence and references from existing clients Conduct various activities for client acquisition and retentionMaintain records of business on lead management system To ensure that KYC (Know Your Customer) guidelines are properly understood and implemented Induct new clients to operate applications related to trading Ensure compliance as per various regulator and organization guidelines Maintain the brand image of the organization Cross sell other financial products offered by the company

Roles and Responsibilities Manage education loan sales from lead generation to disbursement. Identify potential customers and generate leads through various channels (field work). Conduct financial analysis and assess customer creditworthiness for loan approval. Coordinate with internal teams for documentation, processing, and disbursement of loans. Ensure timely follow-ups on pending cases to meet business targets.

Role & responsibilities Achieve business targets through the PNB branch network. Build and maintain strong relationships with branch managers and staff to drive business. Ensure regular training and motivation of bank staff on PNB MetLife products and sales processes. Conduct joint customer calls with bank teams to convert leads into sales. Ensure timely submission of proposals and policy issuance. Monitor performance, track branch-wise achievements, and report progress. Ensure compliance with all regulatory and company guidelines. Deliver excellent customer service and support in policy servicing and claims. Preferred candidate profile Education: Graduate / Postgraduate (MBA preferred) Expe...

Acquire new clients through networking, referrals, and market prospecting. Manage and grow client AUM (Assets Under Management). Provide customized, need-based financial solutions. Achieve defined sales target and business growth targets Required Candidate profile NISM V A certification Prior experience in Wealth management

As an HNI Growth Manager at Swastika Investmart Ltd, your role will involve acquiring, managing, and growing relationships with High Net-Worth Individuals (HNIs) by providing a range of broking and investment products. Key Responsibilities: - Acquire new HNI clients through networking, referrals, and strategic partnerships - Identify client needs and provide appropriate broking and investment solutions - Drive revenue growth by upselling and cross-selling financial products - Conduct regular portfolio reviews and provide market updates for clients - Ensure compliance with regulatory guidelines and internal policies - Collaborate with research and advisory teams to offer personalized investme...

Role Overview: As an Article Assistant at the 7+ years old CA Firm located in Gurugram, you will assist in preparing and filing tax returns, conducting research on accounting and taxation topics, and maintaining accurate documentation. Your responsibilities will include supporting senior staff, managing client communications, and ensuring compliance with regulations. Moreover, you will have the opportunity to learn about various financial products and services. Key Responsibilities: - Assist in preparing and filing tax returns - Conduct research on accounting and taxation topics - Maintain accurate documentation - Support senior staff in various assignments - Manage client communications - E...

Role Overview: You will be responsible for supporting with data collection and financial reporting, updating transactions and reports daily, collecting data for research purposes, executing transactions, and confirming their proper execution by the client's team, and leading communications between the client's team and the organization. Key Responsibilities: - Support with data collection and financial reporting. - Update transactions and reports daily. - Collect data required for research purposes. - Execute transactions and confirm proper execution by the client's team. - Lead communications between the client's team and the organization. Qualifications Required: - Master's or Bachelor's D...

Role Overview: As a Commission Sales Associate at Fintech Flow, Bhopal, your primary role will involve promoting and selling financial products such as credit cards, loans, and insurance. You will be responsible for reaching out to potential clients, providing them with detailed information about the products, and closing sales to meet revenue targets effectively. Key Responsibilities: - Promote and sell various financial products like credit cards, loans, and insurance - Identify and reach out to potential clients for sales opportunities - Communicate product features and benefits clearly to clients - Close sales efficiently to achieve revenue goals Qualifications Required: - Possess strong...

Role Overview: As a candidate for this role, you should have a strong understanding of T24's core functionalities and modules. Additionally, you should have experience with AA, including loan, deposit, and other associated modules. It is crucial for you to possess knowledge of banking operations, financial products, and relevant regulations. Key Responsibilities: - Strong understanding of T24's core functionalities and modules - Experience with AA, including loan, deposit, and other associated modules - Knowledge of banking operations, financial products, and relevant regulations Qualifications Required: - Proficiency in T24 core functionalities - Experience with AA modules - Understanding o...

As a Product Owner at Yubi, you will have the opportunity to shape the future of financial solutions for businesses in the B2B domain. With 8+ years of experience in the industry, you will be a key player in enhancing and developing financial products tailored for our business clients. Key Responsibilities: - **Product Strategy:** Collaborate with cross-functional teams to define and execute the product strategy aligned with business goals and market demands. - **Market Research:** Conduct in-depth market research to identify trends, customer needs, and competitive landscape, providing valuable insights for product development. - **Feature Definition:** Clearly define and prioritize product ...

As a member of the Large Corporate Group - Ratings-Business Development department at CRISIL, you will play a crucial role in expanding the company's client base and maintaining strong relationships with existing clients. Your responsibilities will include: - Having a good experience in the sales domain and client onboarding - Acquiring new clients and building lasting relationships with them - Demonstrating excellent interpersonal and presentation skills - Possessing strong English communication skills, both written and oral - Utilizing your exposure or experience in handling financial products - Understanding debt markets thoroughly - Origination of Rating Business for the mid/Large Corpor...

About company ThoughtFocus helps forward-looking companies and organizations in the financial services, manufacturing, higher ed, public sector and emerging sectors innovate and achieve a better future faster. ThoughtFocus innovative and cutting-edge technology solutions enable its customers to deploy new capabilities faster, deliver better user experiences, and drive operating efficiencies. We do this through executional excellence and mitigating the risk of change. With headquarters in the U.S., the Company has more than 3,000 employees in locations spread across five countries. For more information, please visit the company website www.thoughtfocus.com Key Responsibilities: Handle margin ...

About the company ThoughtFocus Technologies Company helps forward-looking companies and organizations in the financial services, manufacturing, higher ed, public sector and emerging sectors innovate and achieve a better future faster. ThoughtFocus innovative and cutting-edge technology solutions enable its customers to deploy new capabilities faster, deliver better user experiences, and drive operating efficiencies. We do this through executional excellence and mitigating the risk of change. With headquarters in the U.S., the Company has more than 3K employees in locations spread across five countries. For more information, please visit the company website www.thoughtfocus.com Treasury Opera...

Role Overview: As a Finance Sales Manager, your primary responsibility is to lead and manage a sales team dedicated to promoting financial products and services to potential and existing clients. Your focus will be on driving revenue growth through the development of effective sales strategies, building relationships, and identifying new business opportunities within the financial sector. It is essential to ensure that the sales team consistently meets and exceeds sales targets while maintaining high levels of customer satisfaction and compliance with company policies and regulations. Key Responsibilities: - Develop and implement sales strategies to achieve or surpass financial targets. - An...

Job Description JP Morgan is looking for an Analyst to join the Global Commodities Group based in Mumbai. This Analyst will be an integral part of the Asia Pacific Sales team and will be a key member supporting the existing business as well as growth and expansion in new markets & products. The role will focus on the global metals markets supporting JP Morgan's corporate clients all over Asia. This is an exciting opportunity for a driven salesperson to join a global sales desk specializing in the metals markets. As an Analyst within the Commodities Sales Team, you will be responsible for supporting APAC Sales with marketing, origination, pre- and post-trade activities, market research, and p...

Work Level : Middle Management Core : Self Motivated, Time Management Leadership : Finding Solutions Industry Type : Asset ManagementFinancial Services Function : Sales Manager Key Skills : B2B Sales Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Primary Responsibility: Responsible for building relationship with RMs/ Cluster heads of PSU/Private/MNC Banks & National Distributors and sourcing business Sound knowledge of markets and various financial products with ability to present product briefings to Retail Bank counters. Handle sales through Banking and Wealth channels by regular engagement with the concerned stakeholders in the location. Increas...

Job Overview We are looking for a proactive and results-driven Client Relationship Manager to handle service management for assigned clients and drive business through cross-selling financial products. The role involves ensuring client satisfaction while achieving monthly revenue targets. Key Responsibilities Manage day-to-day service requirements for a portfolio of mapped clients. Build strong relationships to improve client engagement and retention. Cross-sell a range of financial products including insurance, investments, and loans. Achieve monthly revenue and product penetration targets. Coordinate with internal teams to ensure smooth service delivery. About Company: Kabia Investment Man...

Job Title: Franchise Cluster Manager Locations: Delhi NCR, Guwahati, Prayagraj Industry: Stock Broking / Financial Services Experience Required: Minimum 2 Years Job Description: We are seeking a dynamic and results-driven Franchise Cluster Manager for a leading stock broking company, responsible for managing and expanding the franchise network in Delhi NCR, Guwahati, and Prayagraj . Key Responsibilities: Manage and grow the franchise network in the assigned region Ensure revenue generation and achievement of sales targets Provide training and support to franchise partners Monitor performance and ensure compliance with company policies Develop strategies for partner acquisition and retention ...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you. Job Purpose: As a Senior Product Manager in the Digibank Team, you will contribute to success of digital initiatives spanning across retail banking produts. You will part of in...

About The Role Project Role : Application Developer Project Role Description : Design, build and configure applications to meet business process and application requirements. Must have skills : SAP Financial Products Subledger (FPSL) Good to have skills : NAMinimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Developer, you will engage in the design, construction, and configuration of applications tailored to fulfill specific business processes and application requirements. Your typical day will involve collaborating with cross-functional teams to gather requirements, developing innovative solutions, and ensuring that...

About The Role Project Role : Application Developer Project Role Description : Design, build and configure applications to meet business process and application requirements. Must have skills : SAP Financial Products Subledger (FPSL) Good to have skills : NAMinimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Developer, you will engage in the design, construction, and configuration of applications tailored to fulfill specific business processes and application requirements. Your typical day will involve collaborating with cross-functional teams to gather requirements, developing innovative solutions, and ensuring that...