4308 Financial Products Jobs - Page 38

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of financial products Drive enhancement of the deposit pool from existing and new customers Ensure high standards of customer service delivery across all touchpoints Promote and achieve cross-selling targets for non-deposit products Lead sales initiatives for Mutual F...

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 : oracle ESBMinimum 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 team members to understand project needs, developing innovative solutions, and ensuring t...

Job Title: Wealth Manager Location: Pune, India Experience Required: 10 - 15 years Education: Any Graduate (Candidates with relevant certifications such as CFP, CFA, NISM preferred) Salary: Negotiable Based on experience and interview performance Industry: Wealth Management / Financial Services Position Type: Full-time Job Overview: We are seeking a highly experienced and dynamic Wealth Manager to manage and grow our portfolio of high-net-worth and ultra-high-net-worth clients. The ideal candidate will have a strong track record in wealth management, client servicing, and portfolio advisory, specifically handling luxury accounts. The role requires an individual with exceptional interpersonal...

Job Description We are looking for a highly motivated and experienced Sales Head Mutual Fund & Fixed Income to lead our sales team and drive business growth. The candidate will be responsible for developing sales strategies, managing client relationships, and achieving revenue targets across Mutual Fund and Fixed Income products. Key Responsibilities 1) Lead and manage the sales team to achieve business targets. 2) Drive sales of Mutual Fund and Fixed Income products to Retail, HNI, UHNI, and Institutional clients. 3) Build strong client relationships and expand the client base. 4) Collaborate with product and research teams to design suitable investment solutions. 5) Monitor sales performan...

Reference Data Analyst Position Overview Job Title: Reference Data Analyst Location: Jaipur, India Role Description The Reference Data Analyst focuses on effective oversight of strategic data used across the bank's systems and infrastructure. The Reference Data Analyst supports various elements of the data lifecycle, from ensuring that data is captured from the best source, to validating and classifying, and operating controls that optimize its quality and maximize coverage. The Reference Data Analyst has responsibility for maintaining robust processes related to data set-up, storage and distribution, as well as system configuration, together with participation in projects designed to stream...

Must have skillset Good Communication (both verbal and written) Financial Markets/Products (Basic), specifically knowledge of Fixed Income & Asset Management, MS Office (would prefer Intermediate but at least basic) .Good to have skillset – Client Reporting, MS Excel – Advanced, Reporting to Internal and External clients - production, handling queries & data requests Maintaining a task list and following up with other teams responsible for data /reports sourced from them Tracking each deliverable per the deadlines set and ensuring no lapses occur Following maker & checker process for each deliverable with zero tolerance for inaccuracy Periodic Risk and Exception reporting to senior managemen...

As a Technical Data Analyst at Addepar, your role involves performing data migration, conversion, and validation projects for clients. You will utilize existing tools and established processes to work with financial portfolio data and ensure project delivery within set deadlines and quality standards. - Convert, migrate, and validate data from external or internal sources using existing tools and defined processes - Complete data projects on time, meeting project deadlines while maintaining high quality standards - Coordinate with project teams, provide regular status updates, and effectively manage expectations - Run Python ETL scripts, and troubleshoot, modify, or debug scripts as required...

Role Overview: As a Sales Manager in Finance at Hero FinCorp Limited, you will be based in Ahmedabad and play a crucial role in driving new business, maintaining client relationships, and achieving sales targets. Your responsibilities will include formulating market penetration strategies, analyzing market trends, and collaborating with various departments to ensure efficient service delivery. Additionally, you will be involved in generating sales reports, forecasting, and identifying opportunities for product enhancement and new offerings. Key Responsibilities: - Generate new business opportunities and manage client relationships effectively - Achieve sales targets set by the company - Deve...

You are a strategic thinker who is passionate about driving solutions in Valuation Control, and you've found the right team. As a Valuation Control Associate in the Finance team, you will spend each day defining, refining, and delivering set goals for the firm. **Key Responsibilities:** - Execute price verification/benchmark process, including the calculation of fair value adjustments - Assist with various Valuation Control Group (VCG) established practices and control initiatives as well as perform necessary work relating to management reporting, regulatory mandates and consistency within the broader VCG framework - Partner with various functional groups on valuation related issues and deve...

As a Business Development Director in the FX & CFDs brokerage industry, your role will involve defining and executing the overall business development strategy focusing on revenue growth, market penetration, and client acquisition in assigned regions. You will lead, mentor, and scale a high-performing team of Business Development Managers and marketing professionals. Additionally, you will drive strategic partnerships, client networks, and institutional alliances to expand the company's footprint and brand presence. Your responsibilities will include overseeing the design and execution of tailored marketing and promotional strategies aligned with market dynamics and business objectives. Furt...

As a Client Relationship Intern at the company, you will play a crucial role in supporting tele-calling efforts and driving account openings and activations for the digital investment platform, Dhanush. This internship provides a valuable opportunity to gain practical experience in client communication, acquisition, and relationship management within the professional financial services sector. **Key Responsibilities:** - Conduct outbound calls to newly registered and existing Dhanush clients to enhance trading activity. - Clearly explain the benefits, features, and usage of Dhanush's trading and investment platform. - Assist clients with trade execution and provide guidance on platform navig...

PES Trust is looking for warden to join our dynamic team and embark on a rewarding career journey. Security and Safety: Ensure the security and safety of the facility and its occupants. Implement measures to prevent unauthorized access, contraband, and potential security breaches.Facility Management: Oversee the day-to-day operations of the facility, including maintaining infrastructure, managing resources, and ensuring cleanliness and orderliness.Rule Enforcement: Enforce rules, policies, and regulations to maintain discipline and order within the facility. Address any violations appropriately and apply necessary disciplinary actions.Staff Management: Supervise and coordinate staff, ensurin...

Key responsibilities of a BFSI Trainer in bullet points: Design and deliver training programs for banking, financial services, and insurance domains. Create training content, manuals, and digital learning materials. Conduct sessions on financial products, compliance (KYC, AML), customer service, and sales techniques. Evaluate trainee performance through tests, assessments, and feedback. Ensure training aligns with regulatory guidelines (RBI, IRDAI, SEBI, etc). Update training content based on industry trends and policy changes. Maintain records of training sessions, attendance, and performance reports. Collaborate with HR, compliance, and business teams to identify training needs. Provide co...

About the Role Responsible for meeting sales targets Conduct presentation for existing Government employees Call and regularly visit for sales calls Retirement planning like Annuity Sales Manage Axis Bank branches assigned and activate the channel partners Responsible for meeting sales targets by daily connecting with the Nodal Officers / employees in Government offices and assist them with the product and performance report under NPS Guide them with the end-to-end processes by ensuring employee opts for Axis PFM at time of NPS registration Conduct presentation for existing Government employees and thereby get their existing Govt employees migrate their legacy Pension Funds from other PFM to...

About the Role Responsible for meeting sales targets Conduct presentation for existing Government employees Call and regularly visit for sales calls Retirement planning like Annuity Sales Manage Axis Bank branches assigned and activate the channel partners Responsible for meeting sales targets by daily connecting with the Nodal Officers / employees in Government offices and assist them with the product and performance report under NPS Guide them with the end-to-end processes by ensuring employee opts for Axis PFM at time of NPS registration Conduct presentation for existing Government employees and thereby get their existing Govt employees migrate their legacy Pension Funds from other PFM to...

Responsibilities: Meet sales targets through cross-selling strategies Manage client relationships within insurance, banking & investments Promote financial products and services

Job Title: IWM Ops Location: Bangalore Notice Period: Immediate Experience: 34 Years Apply Now: greeshma.t@twsol.com Job Summary: We are looking for a detail-oriented professional with hands-on experience in Global Asset Management and Client Reporting . The ideal candidate should possess a solid understanding of financial markets and products (including derivatives and capital markets) and demonstrate strong communication and analytical skills. Key Responsibilities: Prepare and deliver accurate and timely client reports for Global Asset Management portfolios. Support portfolio data validation, performance reporting, and reconciliation activities. Analyze market data and financial instrument...

Dear Aspirants, Job Description Designation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency...

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Bangalore, Hyderabad, Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct s...

Job Description Real Estate Sales and Transaction Management Handling clients for key residential projects in Pune Attending meetings and business interactions with prospective clients Maintaining the quality of services and experience as expected from the brand, and closing transactions with clear understanding of the market Conducting closing meeting with prospects to close the sales Promoting new launches and driving sales goals in order to achieve broader business targets Understanding and sharing market insights and buyer preferences to help achieve velocity and volumes. Relationship Management Handling customer queries for better customer relatonships Identifying prospective clients an...

We are seeking a dynamic and driven Sales Executive to join our performance marketing team , focusing on Ads Campaigns . This role involves converting inbound leads into active clients by engaging them over the phone, assisting them with information about our financial services, and guiding them through the onboarding journey. Key Responsibilities Respond promptly to inbound leads generated through Ad campaigns. Communicate with clients through WhatsApp and phone calls to guide them to open a demat account with Navia. Understand customer needs and assist them through the onboarding process. Maintain accurate records of interactions, leads, and follow-ups in the CRM system. Consistently meet ...

As a Process Developer/Management Trainee/Assistant Manager for US Domestic and Global Trades at Genpact, your primary responsibility will be trade support, settlement, and processing. You should have a sound understanding of the trade lifecycle from custody to broker to client. Your role involves loading, matching, and settling trade activities, as well as following up with custodians, brokers, and clients to resolve unmatched trades and handling claims from counterparties. **Key Responsibilities:** - Experience with US Domestic Trade Life-cycle is desirable. - Good understanding of financial products like Bonds, Mutual Funds, MBS, SWAPS, Equities, Stock Lending, and Derivatives is required...

As a Cluster Recovery Manager at Hinduja Housing Finance, a housing finance company under the Hinduja Group, you will be responsible for managing recovery operations in a designated cluster located in Noida. Your main tasks will involve ensuring timely collection of dues from delinquent customers and establishing strong relationships with stakeholders to enhance value and customer satisfaction. Key Responsibilities: - Manage day-to-day recovery operations within the assigned cluster - Ensure timely collection of dues from delinquent customers - Build and maintain strong relationships with stakeholders - Drive value and increase customer satisfaction Qualifications: - Strong negotiation and c...

As an Assistant to the Vice President - Operations, your role will involve assisting in implementing the operations plan to support business initiatives and driving the regional operations strategy. Your main priorities will include: - Contributing to business growth by exploring cross-sell opportunities, lead generation, and conversion - Converting the Branch OPS Group into a revenue generation team - Leading the national operations department for new business processing - Providing leadership in achieving business goals through customer service processes and back office functions - Ensuring compliance with statutory and regulatory requirements - Establishing mechanisms for monitoring, asse...

You will be responsible for planning and implementing deployment under the Wholesale lending vertical at Credit Saison India. Your role involves identifying potential partners across various asset classes, conducting preliminary analysis, managing due diligence, negotiating commercial agreements, and maintaining revenue targets. Collaborate with the team to prepare Credit Approval Memos (CAMs) and financial analysis for wholesale partners, explore new asset classes, assess credit risks, and monitor partner relationships regularly. Lead the launch of various financial products and support the Wholesale team in financial analysis and due diligence processes. - Identify potential partners acros...