5454 Financial Products Jobs - Page 41

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.

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.

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 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. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing quer...

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 customers to Execute trade online and place orders on behalf of customers. 6...

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 customers to Execute trade online and place orders on behalf of customers. 6...

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 customers to Execute trade online and place orders on behalf of customers. 6...

About The Role Software DevelopmentDesign, develop, and implement robust and scalable applications using C# and .NET frameworks . Database DevelopmentWrite and optimize SQL queries, stored procedures, functions, and triggers in Oracle databases to support application functionalities and data requirements . Risk System DevelopmentContribute to the development and enhancement of risk management systems, including those related to Credit Risk, Counterparty Credit Risk Management (CCM Risk), and Treasury risk. Financial Product UnderstandingWork with data and logic related to various capital market products such as Bonds, Repos, and Derivatives (Dx). Code QualityEnsure high code quality through ...

Some Careers Have More Impact Than Others. If youre looking for a career where you can make a real impression, join HSBC and discover how valued youll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Manager, Global Operations AMHK Business: AMHK Business Support Principal Responsibilities Help in product initiatives, providing operational insights o...

Role Overview: The EMI Lead will be responsible for driving growth and adoption of EMI (Equated Monthly Installment) on POS products across Paytms mid market channel. This role focuses on expanding EMI GMV (Gross Merchandise Value), increasing EMI revenue, and ensuring wider merchant enablement for Brand EMI, Bank EMI, and My EMI programs. The ideal candidate combines a deep understanding of payment products, merchant growth, and go-to-market strategy with a strong data-driven and execution mindset. Key Responsibilities: 1. Growth & Performance - Drive EMI GMV and EMI revenue across online and offline merchant segments. - Develop strategies to increase EMI penetration and acceptance rate amo...

Acquire quality clients through networking, database, market intelligence and references from existing clients Conduct various activities for client acquisition and retentionMaintain records of business on lead management system To ensure that KYC (Know Your Customer) guidelines are properly understood and implemented Induct new clients to operate applications related to trading Ensure compliance as per various regulator and organization guidelines Maintain the brand image of the organization Cross sell other financial products offered by the company Mandatory Key Skills relationship management,client acquisition,direct sales,acquisition,lead management,financial products,market intelligence...

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...

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising evenInvestments ts to develop t...

As a Sales Executive at our organization, your primary responsibility will be to sell home loans and other financial products. You will be required to meet with clients, pitch our products effectively, and ensure successful closure of deals. Success in this position will be demonstrated by meeting sales targets, maintaining strong client relationships, and contributing to the overall growth of the business. - Meet with clients and pitch financial products - Close deals successfully - Meet sales targets - Maintain strong client relationships To excel in this role, you must possess a graduate degree and have a minimum of 6 months of experience in the home loan or BFSI sector. Your ability to u...

Role Overview: You will be responsible for operationalizing Sovereign Global Markets Pvt. Ltd.s (SGMPL) operational tactics for the Fixed Income Markets Business Unit. Your role will involve executing, updating, and maintaining transaction details and client portfolios related to the Fixed Income Markets Business Unit. Additionally, you will coordinate with other functions within SGMPL at tactical and operational levels. Key Responsibilities: - Set up clients in SGMPLs database and tools, ensuring accuracy and completeness of clients information. - Undertake and fulfil clients" KYC requirements. - Process investment transactions, punch trades for mapped clients in SGMPL's database as well as...

As an experienced and performance-driven Assistant Vice President (AVP) Equity Broking, your role will involve leading the broking business, strengthening client relationships, and driving revenue growth. Your deep market knowledge, strong leadership skills, and proven track record in equity sales, advisory, and broking operations will be crucial for success. **Key Responsibilities:** - Lead and manage the equity broking vertical to achieve revenue, AUM, and client acquisition targets. - Develop strategies to enhance client engagement, grow the retail and HNI client base, and provide investment ideas and actionable recommendations. - Oversee daily trading operations, ensure compliance with r...

Job Description About Us Founded in 2012, Scripbox is a full-stack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology, data & science. We partner with our customers & help them navigate their investment journey with the sole objective of helping them attain their financial goals. Why become a Scripter We Scripters take immense pride in the business we are building. Our task is ambitious and we like to work hard as well as smart. If you are somebody who relishes challenges and contributes to a new way of thinking and investing in India, then you are just like us, a Scripter at your core! Also whils...

Senior UX Researcher job description tailored for a Venture, Innovation, UX, and Productization role at a Mashreq NeoVentures who aims to productise their applications for global B2B2C financial markets. Emphasis is on innovation, global scalability, and alignment with product strategy and venture thinking Senior UX Researcher Venture & Product Innovation Department : Innovation, UX, and Productization Experience : 8+ Years Industry : Banking, Fintech, B2B SaaS Role Overview We are seeking a strategic and innovative Senior UX Researcher to lead user experience research in support of a global productisation strategy for the banks core digital assets. With a strong foundation in qualitative an...

Business Unit Overview Insurance Middle Office is Involved in customizing investment products by leveraging Blackstones credit platforms and diversified suite of alternatives to support insurers as they meet their obligations to stakeholders, invest in product innovation, and offer competitive retirement security and property protection products.Blackstone Insurance Solutions leverages Blackstones leading investment platforms and people with the goal of delivering bespoke investments based on each insurers unique objectives, outlook, and risk profile.Responsibilities: The analyst will be an integral part of the team wherein he will support the larger team in New York.Responsibilities: Primar...

Anticipating market trends pertinent to the target customer group allocated Maintains a culture of integrity at the workplace by making decisions that abide by the highest moral ethics Up to date with legal and banking regulations and policies to suggest corrective measures for self and team Graduate/CA / MBA in finance/Marketing 4+ Years of relevant banking experience Good understanding of financial products, Credit & industries. Should have handled corporate clients for last few years. M is responsible to structure and propose new products to existing clients and get new clients Relationship & Account management, origination & execution for corporate banking related products - Assets, DCM,...

Responsible for TW channel business for the region Plan, organize and achieve overall budgeted targets Plan and coordinate activities through sales team Liasion with cross functional teams to recruit and onboard personnel for all product lines for the region Train and motivate the team members Supervise and guide the teams performance Oversee cross-selling of all products for the region Monitor budget achievements and prepare forecasts Job Requirements Working knowledge of the various product lines viz TW channels of loan Working knowledge of any secured lending ficial products viz home loan/personal loan Good interpersonal and communication skills Demonstrable team handling ability Ability ...

We are looking for a customer-focused and experienced Senior Desk Officer (SDO) to support branch banking operations and deliver high-quality service to walk-in customers The SDO will play a key role in servicing clients across segments, resolving queries, and supporting the Service Officer as needed This role also involves non-transactional servicing, reconciliation, and cross-selling of ficial products Service walk-in customers across all segments, ensuring prompt and courteous assistanceGenerate leads for New-To-Bank (NTB) customers and actively cross-sell ficial productsAct as a backup to the Service Officer (SO) during peak hours or absencesHandle non-transactional servicing tasks such ...

We are looking for a customer-focused and experienced Senior Desk Officer (SDO) to support branch banking operations and deliver high-quality service to walk-in customers The SDO will play a key role in servicing clients across segments, resolving queries, and supporting the Service Officer as needed This role also involves non-transactional servicing, reconciliation, and cross-selling of ficial products Service walk-in customers across all segments, ensuring prompt and courteous assistanceGenerate leads for New-To-Bank (NTB) customers and actively cross-sell ficial productsAct as a backup to the Service Officer (SO) during peak hours or absencesHandle non-transactional servicing tasks such ...

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...

Manage a portfolio of existing & prospective clients through virtual platforms Understand client investment needs, risk appetite & financial goals Regular follow-ups with clients for portfolio reviews, market updates Achieve sales & revenue targets Required Candidate profile Graduate or PG with 1–3 years of experience in mutual fund sales, financial advisory, or relationship management NISM Series V-A certification Excellent communication skills What's up 9318431991