5428 Financial Products Jobs - Page 4

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) 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. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, E...

1) The candidate will be responsible for Demat & Trading account opening, with atleast 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 retention. 5)...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast 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, add...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 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. Keywords relationship management,mu...

Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast 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...

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) 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) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast 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 reten...

About the Role: Paytm is looking for an experienced Sales Leader & People Manager to drive the Merchant Lending business across the assigned region. The role involves scaling merchant loan penetration, strengthening underwriting funnel quality, and unlocking incremental revenue through strategic cross-sell initiatives. Expectations/ Requirements: 1. Grow Merchant Lending penetration and overall credit distribution in the assigned geography. 2. ?Drive visibility & deployment of lending productsMerchant Loans, BNPL, QR-linked credit, overdraft lines, etc. 3. ?Lead cross-sell of financial products like Gold SIP, Insurance, and other merchant financial tools to enhance merchant stickiness and re...

To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experi...

Company Description RBL Bank is one of India's rapidly growing private sector banks, operating across 28 states and Union Territories with an extensive network of 517 branches, 1,166 business correspondent branches, and 414 ATMs. The Bank provides specialized services across six key business verticals, including Corporate & Institutional Banking, Commercial Banking, and Retail Banking. With over 11.53 million customers, the Bank is committed to delivering financial services tailored to individual and business needs. RBL Bank is publicly listed and recognized for its commitment to customer-centric services and financial inclusion. For more information, visit the official website: RBL Bank. Ro...

Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitab...

Job Summary: looking for Sales Executive in automobile company.should have strong communication skills,having good working experience automobile sectore in Sales domain. About The Role :: Be the first point of contact between customers and the dealership Demonstrate features and options on all vehicles in inventory Answer basic questions about financing and other optional financial products Promote the companys service and finance department with buyers to ensure customer loyalty Perform vehicle delivery for buyers after a purchase has been completed Routinely follow up with buyers to ensure continued satisfaction Contribute to dealership sales data by filling out standard reports Cold call ...

Company Description Kotak Securities is a leading financial services company known for its transparency, ethical conduct, and commitment to employee growth. Recognized as a Great Place to Work, the organization fosters an inclusive culture that values diverse perspectives and promotes career development through training and mentorship programs. By leveraging cutting-edge technology and innovative approaches, Kotak Securities empowers its team to deliver exceptional service and stay ahead in the dynamic financial markets. With a strong focus on work-life balance and community impact, Kotak Securities combines professional excellence with social responsibility to create a meaningful workplace ...

Job Purpose: To aid the product Management team in structuring the Product Offering and to support in generate new product Investment Ideas across different asset Classes (Fixed Income, Equities, Structured Products, FX and Funds) which will be offered in Private Banking and Mashreq Gold and Business Banking To provide overall support for Wealth Management Activity involving Product Design and Presentations, Process design, data Analysis and Research related to financial Markets. To support Wealth Related Projects which will require a very good understanding of order management and execution, client profiling, Investment suitability and Risk rating investment Products. Work along with Produc...

Reference 25000MKH Responsibilities Prepare a daily Profit and Loss (P&L) report Monthly reconciliation between Accounting and Economic P&L for the MARK perimeter. The process ensures that that the Accounting NBI is accurate which impacts the regulatory reporting Work with Shared Services and IT to identify and fix P&L problems for analysis Assist with price verification of various types of financial products Work on ad-hoc projects for Product Control Group. Process various products including various cash securities and derivative products including; Equity, OTC & FX Options, TRS, CDS, CDX, synthetic CDO's, MBS, Bank Debt, Debt Warrants, Convertible Securities, Corporate and Treasury Bonds ...

The Team: Screening and Platform Customization team provides expert services for our most sophisticated analytical tools so that we can provide clients with a tailored experience when using our products. This global seasoned team specializes in onboarding, support and client adoption of Screener product and other features and tools available on our Capital IQ and Capital IQ Pro platform. Comprised of former investment professionals, CFA charter holders, and MBA''s, team is charged with understanding our client needs and objectives and providing solutions to enhance their workflows. Screening and Platform specialists are tasked with consulting clients on how to reap the maximum benefit of usi...

Project description One of our client (a leading bank of Singapore) is undertaking a strategic upgrade of its Murex MX.3 platform to enhance system resilience, support new product capabilities, and align with evolving regulatory and operational requirements.This initiative includes upgrading from version 3.1.42.48b to 3.1.6x.x, onboarding the EQA and OSP Excess modules, and implementing comprehensive reconciliation, testing automation, and governance frameworks.This will allow you to learn & grow with the Trading & Risk domain along with the supervision of senior team member. Responsibilities As Murex Datamart Reporting Consultant, you will be part of application development and maintenance ...

PRIMARY JOB RESPONSIBILITIES Recruit, induct, handhold, facilitate, motivate & retain Team Members Ensuring smooth operations and achieving the revenue & profitability targets of the Branch Ensure individual and team performance as per norms Ensure compliance as per various regulator and organization guidelines Client acquisition from own network/ open market along with margin collection as expected Generate revenue through Broking & Non Broking Products (LI, MF, FD, Bonds etc. & focus product if any) Promote Focus Product of the month Maintain & service the existing clientele Preferred candidate profile Candidate should have overall experience of around 10-15 years in the desired role with ...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Key Responsibilities Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trad...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Key Responsibilities Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trad...

Role Overview: As a Relationship Manager, your main responsibility is to originate NTB prospects through direct sourcing and open market channels. You will be in charge of acquiring customers and advancing their proposal up to the disbursement stage. Additionally, meeting with existing customers to create business opportunities and drive revenue is a crucial aspect of your role. Key Responsibilities: - Cater to businesses with turnover ranging from Rs 100 to 500 crs in Emerging Business, Rs 500 to 1000 crs in Mid Corporate, and Rs 1000 crs & above in Large Corp. Provide various working capital facilities including Overdraft, Cash credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank...

Company Description Unity Small Finance Bank is a progressive financial institution that integrates advanced technology to provide secure, user-friendly, and streamlined banking services. As a New Age Bank, Unity Small Finance Bank is focused on delivering efficient and convenient solutions to its customers. With customer-centric values, the bank aims to redefine the banking experience. Our commitment to safety and simplicity sets us apart in the evolving financial landscape. Role Description This is a full-time, on-site Relationship Manager role located in Kishangarh. The primary responsibilities include building and managing strong relationships with clients, understanding their financial ...

Please Note This is a Business Opportunity With Kotak Life Insurance Company Description Kotak Life Insurance (Kotak Mahindra Life Insurance Company Ltd.)is a major Indian life insurer, part of the respected Kotak Mahindra Group, providing diverse financial solutions like term, savings, retirement, and investment plans for financial security, known for its customer-centric approach, professional standards, and a commitment to building long-term trust through innovation and financial prudence for millions of customers across India. Role Description 1. Role:- You will be responsible for the recruitment and training of Life Advisors (LA). These life advisors will be under your supervision and y...