3091 Financial Products Jobs - Page 38

As the Two-Wheeler Loan Business Manager for the assigned region, your primary responsibility will be to lead and manage operations to maximize revenue per existing customer. You will drive business growth by expanding lending operations strategically, focusing on product diversification, channel expansion, and customer segment targeting. Your role will involve ensuring the delivery of customer-centric, cost-efficient, and technology-driven lending solutions. Your responsibilities will include: - Leading and overseeing the growth of Two-Wheeler Loan business in the region, with an emphasis on increasing revenue per customer. - Developing strategies to enhance distribution and cross-selling o...

As a professional in this role, you will be responsible for originating New-To-Bank (NTB) prospects through direct sourcing and open market channels. Your main focus will be on acquiring customers and guiding their proposals up to the stage of disbursement. Additionally, you will meet with existing customers to identify business opportunities that will contribute to revenue generation. You will play a key role in 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 Corporate segment. This will involve providing various working capital facilities s...

As a Sales Executive for Mutual Funds & Insurance at Mehek Digisign and Advisory E-Services Pvt. Ltd. in Mumbai, you will be responsible for promoting and selling mutual fund products and insurance policies to individual clients. Your key focus will be on understanding customer needs, suggesting appropriate financial products, and maintaining strong relationships with clients. Meeting monthly sales targets, following up on leads, and keeping accurate client records will be crucial aspects of your role. Additionally, you will be expected to stay updated on financial product knowledge and market developments. To excel in this position, you should have a minimum of 2 years of sales experience, ...

Responsibilities: Lead financial & investment product sales Manage team performance & development Ensure compliance with regulatory standards Achieve revenue targets through strategic planning Sales incentives Annual bonus

The role of a LAS (Loan Against Securities) Manager at Piramal Finance Limited in Chennai is a full-time, on-site position that involves managing loan processes, interacting with clients, evaluating loan applications, and ensuring adherence to regulatory guidelines. The LAS Manager will collaborate closely with various departments to facilitate seamless loan disbursement and enhance customer satisfaction. To excel in this role, you should possess a robust understanding of Loan Against Securities (LAS) processes and financial products, along with exceptional client interaction and relationship management abilities. Your responsibilities will include assessing loan applications, performing due...

To work with partners to identify potential customers with financial protection needs. To provide professional insurance advice to customers . Earn up to 50k incentive + Fixed Salary Required Candidate profile Any bachelor having min 6 months of experience in Sales & Marketing ,Banking, finance and Insurance - Fresher with Good communication skill can also apply

Acquire annually 6 to 7 part time employees (Insurance Manager IM) and also manage a preallocated team of IM which will be mapped to them from the existing pool of IM s. Key Responsibilities/ Key Deliverables Understand the IM acquisition and also IMF regulation, value proposition & registration process. Acquisition of 6 - 7 IM s in a year independently. Independently managing a pool of Insurance Managers mapped to them from existing pool in the beginning only. Post successful completion of 1 year, the next level is CDM wherein the focus will be on IMF journey. Manage performance of IM s Develop understanding of products & coach IM staff on product USP s Implement performance management and ...

* Greetings from Andromeda !! We are seeking a dynamic and client-focused Wealth Relationship Manager with a strong background in fixed deposit sales. The ideal candidate will combine financial expertise with relationship management skills to guide clients towards achieving their financial goals, while contributing to the firm's overall growth. This role includes a competitive compensation package, attractive commissions, comprehensive health benefits, and a collaborative work environment. Requirements Key Responsibilities: * Support Investment Counsellors and Business Heads in executing investment strategies and client servicing initiatives. * Build and nurture long-term client relationship...

The Reference Data Analyst position in Bangalore, India focuses on ensuring effective oversight of strategic data utilized across the bank's systems and infrastructure. Your role involves supporting various aspects of the data lifecycle, including capturing data from reliable sources, validating and classifying it, and implementing controls to enhance quality and coverage. You will be responsible for maintaining robust processes related to data setup, storage, and distribution, as well as system configuration. Your participation in projects aimed at streamlining infrastructure and enhancing efficiency will be crucial. Collaboration with stakeholders such as Front Office, Middle Office, Audit...

As a Business Development Manager specializing in Trade Credit within Corporate Sales, you will be an integral part of our team dedicated to Trade Credit Insurance. Your primary responsibilities will revolve around identifying, approaching, and securing large corporate accounts for trade credit solutions. Your role will be crucial in driving strategic client acquisitions, establishing and nurturing relationships with key decision-makers, and meeting revenue objectives through value-driven insurance advisory. Your main duties will include driving the acquisition of both large and mid-size corporate clients for trade credit insurance solutions. It will be essential for you to comprehend client...

As an US Wealth Management Research Lead at ISS Market Intelligence in Mumbai (Goregaon East), you will be part of the Market Intelligence (MI) division of ISS STOXX. ISS MI plays a crucial role in providing essential data and insights to global asset managers, insurance companies, and distributors to facilitate strategic decision-making and business growth. By leveraging proprietary datasets, global research, and executive engagement, ISS MI offers solutions for market sizing, competitor benchmarking, product strategy, and opportunity identification across various financial products. The primary objective of the ISS MI Research team is to empower clients to excel in a highly competitive mar...

As a Financial Services Account Associate, you will be instrumental in managing and cultivating client relationships within the financial services sector. Your primary duty will involve overseeing a wide array of accounts, ensuring clients are provided with top-tier service and customized solutions that cater to their financial requirements. Your proficiency in comprehending and predicting client needs will play a pivotal role in enhancing client contentment and nurturing enduring partnerships. By utilizing your extensive knowledge of financial products and adept communication skills, you will guide clients in making informed decisions while upholding adherence to regulatory standards. Come ...

Job Title: Associate Analyst Requesting Function: Core Business Services (CBS) Sub Function: Risk Management Services (RMS - Conflicts) Reports to: Service Delivery Manager Job Purpose: Risk Management Services (RMS”) team plays an important role for EY in addressing the internal risks of the firm associated with accepting new clients or engagements as well as in managing any risks associated with our on-going audit / non audit engagements/clients. Formed in 2007, the RMS team is growing rapidly (1000+ team members) as a Center of Excellence for all standardized risk management related activities that can be efficiently undertaken from Global Delivery Services locations. The role of the Conf...

Join us as a Risk & Controls Analyst , Pricing Transaction and oversight If you re looking for a new challenge, where you can play a key role in preventing potential risks to our customers, this could be the ideal role for you You ll work in partnership with the first line of defence and businesses in applying effective risk management, and anticipating and assessing the potential impacts of risk across the bank By liaising closely with a range of stakeholders, you ll have an opportunity to raise your profile across the bank as well as a strong focus on personal development Were offering this role at senior analyst level What youll do You ll play a key role in delivering risk management init...

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

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 calls, whatsapp, EDMs etc. as decided per the business plan Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.) Perform annual protectio...

You are a strategic thinker passionate about driving solutions in Equity franchise. You have found the right team. As a VP in the Mumbai Cash Equities PC team, you will be responsible for reporting of daily P&L and risk , balance sheet and month end procedures, in addition to working with senior management to support the delivery of key objectives for the department. You will be expected to support your team and coach them through issues as they arise as well as developing them and their processes so that there are good controls around all reconciliations. You will also have opportunities to interact with a broad range of stakeholders across Front Office, Middle Office, Operations, Market Ri...

The Exchange Traded Derivatives Brokerage group is seeking to fill a Reconciler & Controller position that requires 1 to 3 years of experience in financial sector, who comes with a strong analytical and technical skills: You will be responsible for controlling of exchange and clearing brokerage fee related expenses. Reconciliation between internal and external (exchange) trade details. Month-end close activities (variance analysis, agree and sign off sub ledger balances). Interact with internal controllers, technology, other operation groups, external brokers/clients, and traders to resolve any trade related issues. Respond to ad-hoc reporting requests to Business units. Interaction with Exc...

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR or call 9824555536 Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

Acquire and onboard HNI/UHNI clients and drive revenue through investment products. Assess client portfolios and provide strategic investment advice. Analyze clients' financial goals and design strategies to meet their objectives. Required Candidate profile Graduate/Postgraduate in any discipline Minimum 5 years in Wealth Management or Private Banking Candidates from Wealth Platforms or Banking Sector preferred Financial markets & investment products

As a Sales Staff at our company located in Bijnor, you will play a crucial role in engaging with potential clients, explaining loan products, assisting with loan applications, and ensuring customer satisfaction. You will be tasked with meeting sales targets, maintaining client interaction records, and collaborating with the team to enhance sales strategies. Your excellent communication and customer service skills will be essential in effectively addressing client needs and concerns. To excel in this role, you should possess sales and customer service skills along with excellent communication and interpersonal abilities. A basic understanding of financial products and services is required, as...

As a Relationship Manager in the financial services sector, your primary responsibility will be to develop and nurture strong client relationships to gain insights into their financial objectives and offer suitable investment advice. You will be tasked with assisting clients in the setup and management of Demat accounts, overseeing transactions, and ensuring the seamless execution of trades. It will be essential for you to stay abreast of stock market trends and effectively communicate pertinent information to clients. Your role will also involve addressing client inquiries promptly and ensuring their satisfaction and continued loyalty. A successful candidate for this position should possess...

As a Relationship Manager - Wealth with a minimum of 3 years of experience, you will be responsible for acquiring and managing clients for various investment products such as Mutual Funds, Stock Markets, Insurance, and other financial instruments. Your role will require you to possess a strong understanding of investment strategies and be able to confidently address queries related to Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. To be considered for this role, you should hold a Bachelor's degree in Commerce (B.Com) or an MBA in Finance with a good knowledge of Mutual Funds. Additionally, possessing certifications such as Chartered Wealth M...

If you have in-depth knowledge of personal finance and are passionate about helping people accomplish their financial goals, here is an excellent opportunity to be a part of a client-centric personal finance Ecosystem. This role is specifically designed for experienced financial planners and investment advisers who have worked within a Registered Investment Adviser (RIA) firm or a wealth management setup catering to individual clients. We are myMoneySage, a SEBI Registered Investment Adviser and an award-winning wealth-tech platform; we empower wealth creation for HNIs & NRIs by leveraging technology & in-house research. We are looking for talented Financial planners/Investment Advisers to b...

As a seasoned sales professional in the financial services sector, your primary responsibility will be to lead B2B sales efforts for financial solutions and services within the capital markets and investment space. Your focus will be on acquiring and engaging institutional clients such as Merchant Banks, Investment Banks, AIFs, Fund Management Entities, etc. Your role will specifically cater to the Corporate RTA department of the company, and while based in Mumbai, it will involve working with PAN India clients. Your responsibilities will include actively engaging with various institutional clients to position the company as the preferred RTA for issuer services. You will be required to esta...