4308 Financial Products Jobs - Page 39

You are passionate about finance and eager to make a difference in the world of investments. AssetPlus is searching for a talented Investment Specialist to join their team and embark on an exciting journey towards financial empowerment. **Key Responsibilities:** - Talking to prospective leads to understand their investment needs, risk tolerance, and financial goals. - Engaging with existing clients to provide personalized financial advice and create relationships. - Understanding the financial products available on the platform and explaining them to clients in a simple manner. - Creating customized portfolios based on client requirements. - Generating sales across products for existing clie...

As a Senior Professional at Alpha Alternatives, a Multi Asset Class, Proprietary Capital Investing, and Asset Management Platform, your role involves managing and acquiring high-net-worth individuals (UHNI) and corporate relationships in India. Your primary focus will be on driving business growth and delivering exceptional client service by providing personalized and high-level service to address the unique financial needs of clients. Your key responsibilities include: - **Relationship Management:** - Build, manage, and strengthen relationships with UHNI clients, family offices, and corporate entities. - Develop trust-based relationships with decision-makers and key stakeholders within UHNI...

As a Team Manager (TM) at FINQY, a Fin-Tech company based in Jaipur, India, your role will involve leading a team in the financial products sector to ensure smooth operations and deliver excellent customer service. Your responsibilities will include conducting daily team meetings, managing schedules, addressing customer queries, and monitoring team performance to achieve business objectives. Key Responsibilities: - Lead and manage a team to ensure operational efficiency and exceptional customer service - Conduct daily team meetings to discuss goals and address any challenges - Coordinate team schedules to ensure adequate coverage and productivity - Address customer queries and concerns promp...

Responsibilities: Evaluate, credit proposals, financials to assess creditworthiness. Prepare detailed credit appraisal notes and present to bank/ NBFC Liaise with the Bank, valuers, lawyers. Ensure proper documentation and post-sanction compliance

Role Overview: You will be responsible for selling products and services to customers, maintaining a daily sales report, and ensuring quality new acquisitions on saving accounts and current accounts. You will also be tasked with utilizing sales resources for optimal sales support, penetrating fixed deposits to unique customers, and selling various credit cards, third-party products, and asset products. Additionally, you will be required to call customers who have attrited over a certain value, ensure customers make your bank their primary choice, and manage a benchmark number of customers in your portfolio. It will be your responsibility to extend classic benefits to eligible customers, upda...

Role Overview: As a Manager (Finance Transformation) at EY, you will play a crucial role in leading strategic initiatives to transform the finance function within the banking organization. Your expertise and guidance will be instrumental in driving change and ensuring compliance with regulatory requirements. You will have the opportunity to work closely with senior management and collaborate with various teams to implement successful transformation projects. Key Responsibilities: - Lead the design and implementation of strategic initiatives to transform the finance function within the banking organization. - Assess current financial processes, systems, and controls to identify opportunities ...

Role Overview: As a Sales Manager (Home Loans) based in Hyderabad, you will be responsible for leading and managing the home loans sales team. Your role will involve setting sales targets, devising effective sales strategies, and conducting market research to identify potential opportunities. Additionally, you will be expected to engage with clients, negotiate contracts, and ensure high levels of customer satisfaction. Key Responsibilities: - Manage and lead the home loans sales team - Set sales targets and develop sales strategies - Conduct market research to identify opportunities - Meet with clients and negotiate contracts - Ensure customer satisfaction Qualifications Required: - Possess ...

Responsibilities: Achieve revenue targets through strategic planning & execution Collaborate with sales team on product development & training Manage branch operations, staff performance & customer satisfaction Annual bonus Provident fund

Company Description Anand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm has rapidly expanded its footprint to over 350 locations across India and has an international presence in Dubai, Hong Kong, and New York. With over 4,000 professionals, Anand Rathi provides expert research and advisory services to maximize client investment returns. The group's investment services cater to a diverse clientele with high-tech digital apps and physical touchpoints for various asset classes. Key Responsibilities: Acquire and manage c...

Roles and responsibilities: 1. Engaging with Premium merchants like portfolio tracking, merchant communication, and ensuring service is delivered in assigned areas for assigned merchants. 2. Meeting sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products ensuring product penetration along with revenue growth. 3. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant's grievances and ensure its resolved on time. 4. Plan and execution of day-to-day activities along with the team and review team's deliverables. 5. Gathering consistent feedback from the...

Freshers are welcome Generate business for credit cards ,and Cross sell the products of the bank Candidate should have bike and License Must have good Communication Candidate Must Interested For field sales. Interested plz call HR Mansi 8595586162

Freshers are welcome Generate business for credit cards ,and Cross sell the products of the bank Candidate should have bike and License Must have good Communication Candidate Must Interested For field sales. Interested plz call HR Neeta 8077308341

Job Description Job Description Title: Reference Data Analyst Location: Bangalore Note: Experience range: 0-2 years Open to considering fresher candidates (Yes/No): - Yes Open to considering relocation/ non-local candidates (Yes/No): No Contract duration: 6 months Shift timings: Rotational Number of days work from office: 3 days (Mandatory) Preference of hiring only diversity candidates (Yes/No): No Role Description The Reference Data Analyst focuses on effective oversight of strategic data used across the bank's systems and infrastructure. Reference data, either sourced externally or generated internally, covers a wide range of critical enterprise-wide information such as pricing, securitie...

As a Telesales Executive at our company, your role will involve generating leads, making outbound calls to potential customers, and converting inquiries into successful loan applications. You should possess excellent communication skills and a strong understanding of financial products, especially loans. Key Responsibilities: - Make outbound calls to prospective customers to promote various loan products such as personal, home, and business loans. - Explain the features and benefits of loan offerings to customers. - Understand customer needs and provide appropriate financial solutions. - Follow up on leads generated through marketing campaigns and referrals. - Achieve monthly sales targets a...

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...

HNI Service Team (Kannada, Tamil, Malayalam, Telugu) Experience: 36 years Key Responsibilities: Act as the dedicated point of contact for High Net Worth Individual (HNI) clients. Build and nurture strong client relationships by providing personalized services in regional languages (Kannada, Tamil, Malayalam, Telugu). Drive revenue growth by identifying cross-sell and up-sell opportunities across equities, derivatives, MFs, and wealth products. Generate referrals from satisfied HNI clients and convert them into new business opportunities. Handle portfolio reviews, trading-related assistance, and investment advisory coordination. Ensure best-in-class client servicing with quick resolution of e...

Role Overview: As a Senior Automation Developer within the Intelligent Automation (IA) team at Citco, you will play a crucial role in developing and implementing automated solutions to streamline and digitize operational processes. Your efforts will drive efficiency and cost savings for the organization by collaborating closely with process owners and business unit representatives. Key Responsibilities: - Analyze and understand business requirements, user stories, acceptance criteria, and software documentation. - Assess candidate business processes for transformation and automation opportunities. - Collaborate with business SMEs and technical teams to evaluate solution feasibility. - Develo...

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and nee...

Company Description IDFC FIRST Bank, formed in December 2018 through the merger of IDFC Bank and Capital First, commenced commercial banking operations in 2016. The bank operates with core principles of ethical, customer-friendly, digital, and socially responsible banking. IDFC FIRST Bank offers a comprehensive range of services including Retail, MSME, Rural, Startup, Cash & Wealth Management, Deposits, Corporate & Government Banking, Working Capital, Trade Finance, and Treasury Solutions. The bank is technology-led, with a highly-rated mobile app and seamless services across various platforms. It is committed to financial inclusion, serving over 40 million customers and holding high ESG sco...

About Prosperr.io Prosperr.io is a funded fintech startup simplifying taxes, payroll, and wealth management for both salaried professionals and enterprises. Our AI-powered solutions (Super Saver for B2C, Dynamic Payroll & Flexi Benefits Plan for B2B) embody our brand archetype of the Sage (clarity, competence) with a touch of the Hero (empowerment, boldness). We are building a brand that owns the word Clarity in finance and content is at the heart of this mission. Role Overview We're seeking a Content Writer who can blend storytelling with financial expertise to: Craft engaging CRM content across WhatsApp, email, push notifications, and in-app comms that drives customer engagement, retention...

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...

As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits They will be required to use their communication skills to add new customers and Cross Sell of Bank products As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer BROs are expected to process customer transactions and Service requests w...

Max Life Insurance Company Limited is looking for Relationship Manager - Affluent Banking to join our dynamic team and embark on a rewarding career journey A Relationship Manager in Affluent Banking is responsible for managing and developing a portfolio of high net worth (HNW) clients, offering personalized financial solutions and advisory services to meet their wealth management needs The role involves building strong, long-lasting relationships with clients and providing exceptional customer service The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targets Responsibilities Client Relationship M...

As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits They will be required to use their communication skills to add new customers and Cross Sell of Bank products As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer BROs are expected to process customer transactions and Service requests w...

As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits They will be required to use their communication skills to add new customers and Cross Sell of Bank products As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer BROs are expected to process customer transactions and Service requests w...