5454 Financial Products Jobs - Page 40

As a member of the team at Kristal.AI, you will play a crucial role in managing channel partners, engaging with wealth managers, promoting offshore investment ideas, addressing client queries, and implementing business development strategies. Your responsibilities will include: - Empanelling & Managing Channel Partners such as Mutual Fund Distributors, Boutique Wealth Management Firms, and Ex Private Bankers who have started their own practice. - Engaging and scaling relationships with wealth managers from assigned Key Institutional Partnerships. - Promoting a wide range of offshore investment ideas through the Kristal A.I Platform. - Addressing channel partner and client queries on existing...

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to clients around the world. If you are seeking challenging work, intelligent colleagues, and a global employer with a social conscience, Invesco invites you to explore your potential and make a difference every day. Your Role: - Daily Monitoring of investment restrictions and guidelines. - Learning and practicing rule coding and testing in Order Management System (OMS). - Identifying any unusual or potential b...

Location - The initial training will be conducted in Bengaluru. Upon successful completion, you may be placed at any of our business locations (Bengaluru, Mumbai, Dehi), based on business requirements Experience - 0 to 2 years Ideal for - Fresh graduates and postgraduates passionate about Wealth Management About Dezerv - Dezerv is India's first expert-led investment platform, helping India's wealth creators grow, preserve, and manage their portfolios more effectively. We work with affluent and HNI clients to solve the core challenges of mis-selling, over-diversification, and underperformance through customised investment solutions, centrally managed portfolios, and a technology-first approac...

Job Description for Equity Dealer : ?? JobTitle: EquityDealer ?? Experience: 24Years ?? Location: Chennai ?? Qualification: AnyDegree ?? Joining: ImmediateJoinersPreferred Roles and Responsibilities ?AcquirenewclientsforTradingandDemataccounts. ?Generate revenue through brokerage and achieve assigned business targets. ?Execute buy/sell orders for clients in equity and derivatives segments. ?Cross-sell investment products such as: ?Mutual Funds & SIPs ?PMS ?Advance Brokerage Products ?Loans, Life Insurance & Health Insurance (as per client requirements) ?Guideclientsinchoosingsuitabletrading/investmentproductsbasedontheirrisk appetite. ?Maintain strong client relationships to ensure high sati...

Job Description for Equity Dealer : ?? JobTitle: EquityDealer ?? Experience: 24Years ?? Location: Chennai ?? Qualification: AnyDegree ?? Joining: ImmediateJoinersPreferred Roles and Responsibilities ?AcquirenewclientsforTradingandDemataccounts. ?Generate revenue through brokerage and achieve assigned business targets. ?Execute buy/sell orders for clients in equity and derivatives segments. ?Cross-sell investment products such as: ?Mutual Funds & SIPs ?PMS ?Advance Brokerage Products ?Loans, Life Insurance & Health Insurance (as per client requirements) ?Guideclientsinchoosingsuitabletrading/investmentproductsbasedontheirrisk appetite. ?Maintain strong client relationships to ensure high sati...

Company Description Kaabil Finance Private Limited is dedicated to empowering individuals at the foundation of India's economic pyramid. By providing financial support to deserving customers, Kaabil Finance champions the cause of Atmanirbhar Bharat, helping to build a self-reliant India. The company values inclusivity and sustainable growth, aligning itself with the vision of fostering India's development at the grassroots level. Role Description This is a full-time on-site role for a Relationship Manager based in Rajasthan, India. The Relationship Manager will build and maintain client relationships, ensure customer satisfaction, and achieve business targets. Daily tasks include identifying...

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies. Perks and benefits High-performance incentive with no earning limits.

Role & responsibilities Job Description (RELATIONSHIP OFFICER) Job Title Relationship Officer Level Executive Channel Direct Distribution Key accountability Achieve sales target on life insurance products. Participate in weekly / monthly meeting on performance review with the Area Manager. Adopt a need based selling approach for product positioning with customer. Ensure quality follow up on leads from Telca base to ensure timely closure. Adhere to compliance & procedural obligations as per company laid out norms. Take active interest in self development needs and participate in technical, product and skills training. Owns the problem / process with the customer. Closes the loop. Meet custome...

Areas Sales Manager, Investments & Third Party Financial Products Distribution 1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking. 2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing at least 5- years of prior experience in team management. 3) Should go on client calls with the Asst ASMs RMs 4) Collaboration and Marketing: Work closely with the marketing team to effectively market products. Collaborate with Relationship Managers, Dealers, and Partners for product distribution. 5) Goal Achievement: Drive and coordinate ...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

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 time6) 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) B...

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients.5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place...

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help cu...

Job Purpose and Impact The Process Specialist, Record to Report job performs moderately complex record to report activities to collect, process and present accurate financial data for the purposes of providing external information for decision making while ensuring compliance with financial transaction recording standards. With limited supervision, this job collaborates with multiple businesses and banks to complete moderately complex operational processes and procedures, compliance and data management for financial products and services and data systems. This job also partners to lead improvements in process execution, implements process changes and continuous improvement and assist with au...

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. Responsibilities Support senior BAs in collecting and documenting reconciliation-related requirements from business stakeholders across Front Office, Risk, and Back Office functions. Participate in workshops, user interviews, and req...

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 ...

Project description As an Engineer within the Public Markets Technology Department, you will play a pivotal role in developing and enhancing best-in-class applications that support global investment and co-investment strategies. This role involves close collaboration with both technology and business teams to modernize and evolve the technology landscape, enabling strategic and operational excellence. Responsibilities PMWB/CosmosoProvide operational support for PMs in London and Hongkong for Order Entry and Position Management. Currently in scope is EPM, SSG, and AE. Future expansion for LRA in London and Australia. EPM ValidatoroOnboard, Enhance and Maintain Fund Performance data for users ...