5445 Financial Products Jobs - Page 37

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of ficial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint. Conduct 100% field-based customer acquisition for Savings and Current Accounts through Canopy and Umbrella activities Cold calling Referrals and open market sourcing Drive cross-selling of ficial products such as Life Insurance (LI) General Insurance (GI) Systematic Investment Plans (SIP) Personal Loans (PL) Fixed Deposits (FD) Work within assigned geographical areas (mapped by...

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the worlds largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Responsible for the accounting and valuation for complex investments, which may include complex derivative, fixed income, and international financial products. Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiativ...

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. Mandatory Key Skills mutual funds,equity broking,portfolio management,wealth management,investment advisory...

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...

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...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

1) The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least 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 rete...

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) ...

1) To drive the sales targets for the team and build teams as per companys annual target and over all objectives. 2) Distribution of all Financial Products like Equity, Mutual Funds, PMS, AIF, Insurances, Corporate Fixed Deposits. 3) To focus on Revenue & Profitability with achievement of target and Yield management. 4) Achieve the revenue growth & profitability to upscale the team 5) Team Management Skills 6) Increasing the client base, revenue, and market share in the team. 7) Increase the Pool & Base of UHNI, and corporate customers, with the Team and Personal Network. 8) Ensuring FPD Productivity is as per the defined standards. 9) 5 To 6 Years from Banks , Broking & Wealth Management co...

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...

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) B...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

1) To drive the sales targets for the team and build teams as per companys annual target and over all objectives. 2) Distribution of all Financial Products like Equity, Mutual Funds, PMS, AIF, Insurances, Corporate Fixed Deposits. 3) To focus on Revenue & Profitability with achievement of target and Yield management. 4) Achieve the revenue growth & profitability to upscale the team 5) Team Management Skills 6) Increasing the client base, revenue, and market share in the team. 7) Increase the Pool & Base of UHNI, and corporate customers, with the Team and Personal Network. 8) Ensuring FPD Productivity is as per the defined standards. 9) 5 To 6 Years from Banks , Broking & Wealth Management co...

About this role: Wells Fargo is seeking a Customer Resolution Representative. In this role, you will: Support internal and external customers with inquiries and complaints regarding financial products and services Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards Receive direction from supervisors, a...

As an Origination Manager, your primary responsibility will be to originate New-To-Bank (NTB) prospects through direct sourcing and open market channels. You will be acquiring customers and guiding their proposals up to the disbursement stage. Meeting with existing customers to identify business opportunities is crucial for generating revenue. Your role will involve catering 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 Corp segment. You will provide various working capital facilities such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, L...

Role Overview: As an Analyst Developer at FNZ, you will be responsible for analyzing required system changes, designing databases, writing complex financial business logic, and creating slick web applications. You will work closely with analyst testers and other members of your project team to produce world-class software. It will be expected for you to learn extensively about FNZ's application, the business, and the industry it operates in. Key Responsibilities: - Assist the analyst tester in creating user story definitions and acceptance criteria - Define the underlying design required to deliver changes within the constraints of the feature/user story - Provide solutions and recommendatio...

As an Area Sales Manager for Old Car Finance-Sales, your role will involve overseeing the used car/alternate channel business in the region. You will be responsible for planning, organizing, and achieving the overall budgeted targets. Your key responsibilities will include: - Planning and coordinating activities through the sales team - Liaising with cross-functional teams to recruit and onboard personnel for all product lines in the region - Training and motivating team members - Supervising and guiding the team's performance - Overseeing cross-selling of all products in the region - Monitoring budget achievements and preparing forecasts To excel in this role, you must possess the following...

Role Overview: Innocap, the world's leading firm of managed account platform services with over US$100 billion in assets under management and offices in five countries, is looking for a Senior Analyst to join the Platform Operations team. As a Senior Analyst, you will be responsible for performing OTC collateral management and settlement activities, positions reconciliations, participating in new platform setups, and maintaining funds documentation and processes. You will have the opportunity to work closely with hedge fund asset managers, clearing and OTC counterparties, and administrators. Key Responsibilities: - Perform all OTC collateral management and settlement activities. - Perform po...

Role Overview: As a Branch Manager in the Retail Banking department, your main responsibility will be to manage and scale up the retail banking business for the branch. You will create strategies to achieve growth targets by efficiently managing operations and resources. Developing relationships with key local dealers and working closely with them to boost business volume will be crucial. Additionally, you will be accountable for expanding branch footprint, increasing product penetration, and delivering high-quality customer service. Collaboration with product and operations teams to drive effective customer acquisition and deepening will also be a key aspect of your role. Building teams, sy...

As a Lead Corporate Sales at our client's leading fintech platform, you will play a crucial role in driving the regional charter for the growing B2B2C business. Your main responsibilities will include acquiring and managing corporate partnerships, acting as a trusted advisor to senior HR, Finance, and Rewards stakeholders, and enabling organizations to offer impactful financial solutions to employees. Your success in this role will rely on your strong enterprise sales skills, business acumen, and end-to-end relationship ownership, with a focus on driving employee engagement, adoption, and sustained business growth. Key Responsibilities: - Corporate Acquisition & Onboarding: - Identify, reach...

As a director level executive for SME Loan Administration at Capgemini, your role will involve the following key responsibilities: - Utilize your extensive experience in working for financial institutions/Banks to oversee financial products, including Funding Markets, Commercial Loan Portfolios, Loan Administration, and Covenant Administration. - Demonstrate a solid understanding of Loan Administration systems such as LoanIQ, E-Works, LoRD, etc. - Serve as a referral point for all Section staff, particularly Team Leaders, providing guidance, knowledge, and necessary training. - Collaborate closely with the onshore Credit & Limit Control and Loans Administration teams, ensuring strategic plan...

You will be responsible for the following tasks as an Investment Sales Advisor: - Identify, approach, and acquire new clients through field visits, referrals, and networking. - Present and explain the banks investment and wealth management products clearly and confidently. - Conduct financial needs analysis to recommend suitable investment options based on client goals and risk profiles. - Meet and exceed monthly and quarterly sales targets. - Maintain regular contact with existing clients to ensure satisfaction and identify cross-selling opportunities. Qualifications required for this role include: - Bachelor's degree is mandatory. - Prior experience in sales (Minimum 1 year of experience )...

As an Associate in the Independence - Risk Management Services team at EY, your role involves providing testing support to regions and executing global Independence processes to safeguard EY's independence. You will be responsible for monitoring professionals" financial relationships, identifying potential conflicts of interest with audit clients, interpreting policies, performing compliance checks, and providing recommendations based on firm guidance. **Key Responsibilities:** - Develop a working knowledge of Personal Independence concepts, including financial interests, family relations, and business relationships. - Execute procedures outlined in the EYG Independence policies and make upd...

As a Senior Tele Sales Executive at CAPITAIRE, you will play a crucial role in driving business growth by converting leads into closures through effective communication and follow-up. Your responsibilities will include: - Calling and following up with leads generated through social media & digital campaigns. - Understanding customer requirements, explaining the benefits of our service, and converting leads into closures. - Maintaining proper call logs and updating leads in CRM on a daily basis with status and remarks. - Regularly following up with leads for higher conversion output. - Arranging meetings / Zoom calls with our technical team for high potential leads to ensure maximum conversio...