3091 Financial Products Jobs - Page 39

As an emerging Fintech organization headquartered in Hyderabad and listed on both NSE and BSE, we are a leading financial consultant specializing in Fund Raising, Equity Restructuring, Equity Creation, and other related activities. Our expert financial solutions cater to retail investors, as well as small to large-scale companies, whether listed or unlisted. We are currently looking for a Sales Manager to join our dynamic team. The Sales Manager we are seeking will play a pivotal role in driving sales growth and revenue generation. The responsibilities may vary depending on the job profile, with professionals categorized into B2C (Business-to-Customers) and B2B (Business-to-Business) segment...

As a Product Manager at our organization, your main responsibility will be to develop and oversee the success of specific financial products and services. You will be required to possess deep expertise in a particular product line, acting as a bridge between product development, marketing, sales, and customer service. Your key accountabilities will include providing subject matter expertise on specific products and services to both customers and colleagues. This will involve detailed knowledge of features, functionalities, benefits, limitations, risks, and compliance. You will also be responsible for identifying market trends, new features, regulatory requirements, and potential risks. Analy...

As a valued member of our team at FIS, you will be at the forefront of the ever-evolving world of fintech, where our innovative solutions impact markets, companies, and individuals globally. If you are driven to be a part of shaping the future of finance, we invite you to join us in our mission. In this role, you will gain exposure to various facets of Investment operations within Loan Administration. Your responsibilities will involve active participation in the day-to-day processes of Trade processing, Settlements, and Reconciliation teams. You will be part of the BPS team within Capital Markets managed services, supporting multiple clients in the Credit Market sector. The team focuses on ...

As an US Wealth Management Research Lead at ISS Market Intelligence in Mumbai, Goregaon East, you will play a crucial role in the Market Intelligence (MI) division of ISS STOXX. ISS MI provides essential data and insights to global asset managers, insurance companies, and distributors to facilitate informed, strategic decisions for managing and expanding their businesses. By utilizing a mix of proprietary datasets, comprehensive global research, and trusted executive engagement, ISS MI offers solutions for market sizing, competitor benchmarking, product strategy, and opportunity identification across various financial products including funds, annuities, insurance, mortgages, and other instr...

The Head of Co-Lending will oversee and drive the co-lending strategy, focusing on building and managing partnerships with banks and other financial institutions. This role is crucial for expanding our lending portfolio and enhancing our market presence Key Responsibilities: Develop and implement the co-lending strategy in alignment with the company's growth objectives Identify and establish strategic partnerships with banks and financial institutions Manage the end-to-end co-lending process, including deal structuring, negotiations, and execution Monitor and assess the performance of co-lending partnerships, ensuring alignment with company goals Collaborate with internal teams to integrate ...

Job Title: Associate Disclosure of Interest (Regulatory Reporting) Location: Mumbai | Experience: 3 to 5 Years Industry: Investment Banking / Financial Services Education: Bachelors / Masters Apply to saikertana.r@twsol.com Job Description: Seeking a regulatory reporting professional to join the Disclosure of Interest (DOI) team. Role involves monitoring short positions, shareholder disclosures, and takeover panel reporting across EMEA & APAC. Strong product knowledge in equities and derivatives required. Key Skills: Regulatory reporting (DOI, transaction reporting) Equities & derivatives product knowledge Trade lifecycle understanding MS Excel, Access, Outlook Strong communication & stakeho...

Company : Bharti Axa Life Insurance Location : Mumbai Designation : Insurance Sales Manager ( Direct & Agency Channel) CTC : Up to 3.5lpa Role & responsibilities Team Leadership: Leading, motivating, and managing a team of insurance sales agents. Sales Strategy: Developing and implementing effective sales strategies to achieve company objectives and sales targets. Training and Development: Providing training, guidance, and mentorship to sales agents to enhance their performance. Performance Monitoring: Monitoring sales performance, analyzing market trends, and adjusting strategies accordingly. Client Relationship Management: Building and maintaining strong relationships with clients and ensu...

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journeyA Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the roleClient Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role. Relationship Associates interact with clients to unde...

Join us as a Risk & Controls Manager If you have a background in risk management, then join our team in helping to anticipate and assess the potential impacts of risk across the bank We ll look to you to proactively drive the assessment and implementation of risk framework and policy compliance and changes, converting these into appropriate strategies and action plans In this highly collaborative role, you ll have an ideal platform for building your network and advancing your career, while helping to create a safer environment for the bank Were offering this role at associate vice president level What youll do You ll have the responsibility of supporting the management team in their identifi...

The Company identified the potential of the Internet to cater to a mass retail segment and transformed its business model from providing information services to institutional customers to retail customers. Money Honey leveraged its position as a provider of financial information and analysis by diversifying into transactional services, primarily for online trading in shares and securities and online as well as offline distribution of personal financial products, like mutual funds, fixed deposits, debentures and RBI Bonds. Tasks Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to he...

Equity, commodity, insurance, mutual fund and selling the Financial products. Handle customer queries and objections effectively. Retaining and renewing the existing client base. EXp.- 6 Months - 2 Year

Out of the successful launch of Chase in 2021, we re a new team, with a new mission. We re creating products that solve real world problems and put customers at the center - all in an environment that nurtures skills and helps you realize your potential. Our team is key to our success. We re people-first. We value collaboration, curiosity and commitment. As a Senior Product Associate, at JPMorgan Chase within the Strategic and Growth Office, you are the heart of this venture, focused on getting smart ideas into the hands of our customers. You have a curious mindset, thrive in collaborative squads, and are passionate about new technology. By your nature, you are also solution-oriented, commer...

We are seeking a dedicated and knowledgeable Support Specialist with a strong background in finance to join our team. The ideal candidate will provide exceptional customer support while leveraging their financial expertise to assist clients with financial-related inquiries and issues. Key Responsibilities : Customer Support:Respond to customer inquiries via phone, email, and chat in a timely and professional manner. Troubleshoot and resolve customer issues, ensuring high levels of customer satisfaction Document customer interactions and solutions in the support system. Financial Assistance:Provide expert advice on financial products and services. Assist customers with financial transactions,...

Job Description Position RM/PRM/SPRM No. of Positions Department Direct Sales Force Function CAT-Elite Reporting to Cluster Manager - Elite Band 5/5A/5B Location - Comp. Job Summary 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 cal...

Relationship Manager - (Sales and Distribution) Experience : 2 to 4 Years Full-Time Role Location : Lucknow Organization Background: A NBFC duly registered with and regulated by RBI Building Digital First Secured Lending Platform Backed by Marquee Investors- Angels & Institutions. Responsibilities: Developing the offline B2B2C channel for the LAS (Loan Against Securities) product Onboarding Partners Understanding the needs of each partner and convincing them to partner with Abhiloans. Regular engagement with Partners, impart Product Training, manage campaigns, organize and participate in networking events. Driving business volumes and targets through onboarded partners. Required Skill Sets :...

Job Title: Sales Executive Company Overview Navia Markets Limited is a leading financial services provider based in Chennai, offering a comprehensive suite of investment solutions including equity broking, mutual funds, and more. With a strong digital footprint and a client-first approach, Navia is committed to leveraging innovative marketing strategies to grow its customer base and enhance user experience. Job Summary We are seeking a dynamic and driven Sales Executive to join our performance marketing team , focusing on Click to WhatsApp Ads Campaigns . This role involves converting inbound leads into active clients by engaging them over WhatsApp and phone, assisting them with information ...

Role & responsibilities 1. Client Activation via Online Channels 1) Drive the activation of new clients through online platforms, ensuring a seamless on boarding experience. 2) Engage with clients effectively to guide them through the activation process, aiming to exceed defined activation targets. 2. Cross-Sell of Online Financial Products 1) Promote and cross-sell a diverse range of online financial products, including Mutual Fund SIPs, Bonds, and Smart Edge, to enhance client portfolios. 2) Understand client needs and recommend suitable products beyond equities to drive broader engagement and revenue. 3. Talk Hours Management 1) Maintain an average of 4 hours of talk time per day, engagin...

We are Hiring For Retail Sales Manager - Forex Location - Mumbai, Pune, Bangalore Roles and Responsibilities - Identify and acquire new retail forex customers through proactive sales efforts. Promote and sell forex products such as currency exchange, travel cards, and remittance services to retail clients. Achieve assigned sales targets and increase revenue for the forex business. Develop and maintain strong relationships with retail clients by understanding their forex needs. Provide expert advice on forex rates, currency trends, and products to help customers make informed decisions. Monitor and analyze forex market trends, currency fluctuations, and competitors activities to identify busi...

The Risk Testing Group (RTG) at Goldman Sachs is a diverse team of quantitative and financial experts located in Bangalore, Hyderabad, Mumbai, New York, Dallas, and Salt Lake City. RTG's main focus is on the independent oversight of all financial and non-financial risks to ensure compliance with both regulatory requirements and internal standards. The group's core responsibility involves conducting independent reviews of models, data, processes, controls, and systems related to various risk categories such as Credit, Market, Operational, and Liquidity. As part of the Risk division, you will be directly involved in managing credit, market, and operational risk, as well as model risk, independ...

As a Salesperson at angel broking - sub broker, an investment banking company based in Delhi, India, your primary responsibility will be to generate leads, understand client needs, and provide suitable financial products and investment solutions. You will be based in Hoshangabad and perform daily tasks such as meeting clients, delivering sales presentations, maintaining client relationships, and achieving sales targets. Collaboration with team members is essential to ensure client satisfaction and company growth. To excel in this role, you must possess strong sales and negotiation skills along with excellent communication and interpersonal abilities. A solid understanding of financial produc...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. EY's Financial Services Office (FSO) is a unique, industry-focused business unit that provides a broad range of integrated services leveraging deep industry experience with strong functional capability and product knowledge. The FSO practice offers integrated advisory services to financial institutions and other capital markets participants, ...

As a Wealth Manager at our growing investment advisory team in Connaught Place, you will play a crucial role in acquiring new clients and providing them with expert advice on various investment options such as mutual funds, insurance, fixed deposits, real estate, and more. Your responsibilities will include identifying and acquiring high-potential clients, understanding their financial objectives and risk tolerance, recommending suitable investment products, and maintaining long-term relationships based on trust and performance. You will be expected to proactively prospect new clients through leads, referrals, and self-sourced channels, while also selling and servicing a diverse range of off...

The Risk division at Goldman Sachs is responsible for overseeing credit, market, operational, model, independent liquidity risk, and insurance across the firm. The Risk Testing Group (RTG) is a team of quantitative and financial experts located in various cities including Bangalore, Hyderabad, Mumbai, New York, Dallas, and Salt Lake City. RTG's primary focus is on independent review of all financial and non-financial risks to ensure compliance with regulatory and internal standards, including the review of models, data, processes, controls, and systems related to Credit, Market, Operational, and Liquidity risks. As an Associate in RTG, you will be involved in challenging projects that requir...

You will be responsible for creating a Test pack specifically tailored for Corp Actions and executing the test cases. In addition, you will manage defects and document the results of the executed Test cases (Pass or Fail). It is expected that you will identify any new requirements by suggesting solutions for any identified gaps. To be successful in this role, you must have a minimum of 8 years of experience as a Business Analyst, focusing on post-trade & Corporate Actions within the IT industry in the Finance domain. A solid understanding of Capital Market activities, Financial Products, and Financial Terminologies is essential. Knowledge of the Trade Life Cycle and familiarity with the comp...

You will be responsible for developing and executing detailed activation plans for new Financial Planning Centers (FPCs), including pre-launch timelines, operational requirements, and stakeholder coordination. Conduct market analysis to identify suitable locations in alignment with business objectives. Collaborate with marketing teams to create localized campaigns for lead generation. Ensure readiness before the go-live date by collaborating with internal teams such as Operations, Marketing, IT, HR, and Compliance. Oversee facility setup, infrastructure, event arrangements, and technology enablement to ensure operational efficiency. Obtain all necessary regulatory, compliance, and legal appr...