4308 Financial Products Jobs - Page 41

About the Role Responsible for meeting sales targets Conduct presentation for existing Government employees Call and regularly visit for sales calls Retirement planning like Annuity Sales Manage Axis Bank branches assigned and activate the channel partners Responsible for meeting sales targets by daily connecting with the Nodal Officers / employees in Government offices and assist them with the product and performance report under NPS Guide them with the end-to-end processes by ensuring employee opts for Axis PFM at time of NPS registration Conduct presentation for existing Government employees and thereby get their existing Govt employees migrate their legacy Pension Funds from other PFM to...

Responsible for meeting sales targets in the regions assigned by engaging with the Channel team and assist them with the product and performance report under NPS Conduct presentation for existing corporate employees and thereby migrate their legacy Pension Funds from other PFM to Axis Pension Fund Making and doing presentation on the NPS for various corporates as per the requirements Responsible for meeting CXO personnel at the Corporates and engaging them for quicker decisions Guide and help Corporates to register for NPS with Axis Bank as PoP and Axis PFM as preferred pension fund managers Regular meeting and share update with Channel Heads RBBH, Cluster Head, Circle Head, Regional Head et...

Duties & accountabilities Understand clients regulatory outreach requirements, assist in designing and implementing outreach campaigns to meet their requirement using Outreach360 platform Operational support basis customer requirements on one or more products. This includes setting up accounts and users, researching on entities, creating custom branded email templates, conduct outreach to support global investment banks or asset managers on their regulatory and compliance needs. Become highly skilled in understanding regulatory matters related to ISDA, CFTC, SEC, ISLA etc and maintaining Operational Processes by creating SOPs, playbook, and FAQs for client communication Serves as subject mat...

Responsible for meeting sales targets Conduct presentation for existing Government employees Call and regularly visit for sales calls Retirement planning like Annuity Sales Manage Axis Bank branches assigned and activate the channel partners Responsible for meeting sales targets by daily connecting with the Nodal Officers / employees in Government offices and assist them with the product and performance report under NPS Guide them with the end-to-end processes by ensuring employee opts for Axis PFM at time of NPS registration Conduct presentation for existing Government employees and thereby get their existing Govt employees migrate their legacy Pension Funds from other PFM to Axis Pension F...

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of financial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint. . Conduct 100% field-based customer acquisition for Savings and Current Accounts through: Canopy and Umbrella activities Cold calling Referrals and open market sourcing Drive cross-selling of financial products such as: Life Insurance (LI) General Insurance (GI) Systematic Investment Plans (SIP) Personal Loans (PL) Fixed Deposits (FD) Work within assigned geographical areas ...

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. Role Overview: EY's Financial Services Office (FSO) is a unique, industry-focused business unit that provides a broad range of integrated services to financial institutions and other capital markets participants. Within EY's FSO Advisory Practice, the Financial Services Risk Management (FSRM) group provides solutions to identify, measure, ma...

Role Overview: You will be responsible for facilitating the global Intercompany reconciliation process and central group consolidation by managing the HO reporting activities performed out of GSC. You will perform BAU operations effectively through each cycle, implement best practices, and ensure compliance. Moreover, you will maintain knowledge of current trends, practices, technology, and information affecting processes, and develop knowledge and skills to further enhance process autonomy and ownership. Collaboration with stakeholders, clients, and peers to address escalations and contribute to group initiatives will be a key part of your role. Additionally, you will ensure the effective d...

As a Manager Traded Risk Stress Testing at HSBC, you will play a crucial role in supporting the preparation for regulatory exercises, overseeing the production of stress results, and generating reports to analyze risks before submission to regulators. Your responsibilities will include: - Supporting the WMR stress testing teams in managing and delivering responses to regulatory queries post enterprise-wide stress exercises. - Acting as the main point of contact for stress testing queries from local regions, other HQ teams, and regulators. - Engaging and reporting to GHQ sites, ensuring effective communication and coordination. - Being a subject matter expert on Stress Testing, meeting high s...

Position Overview Job Title: Content Manager, Advisory Solutions, Assistant Vice President Location: Mumbai, India Role Description We are looking for a proactive and detail-oriented Content Manager to join the Advisory Solutions team. This role is critical in managing the creation, coordination, and delivery of high-quality, compliant marketing and communication materials that support global advisory initiatives. The ideal candidate will bring strong project management skills, content creation expertise, and the ability to collaborate across global teams and functions. About Deutsche Bank: Deutsche Bank is the leading German bank with strong European roots and a global network. We're drivin...

About Us : Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About Team : QR is one of Paytm's business tools to help merchants grow and manage their businesses through simplicity and data-driven technology. 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...

Position Overview Job Title: PB BLIS IS COO Location: Mumbai, India Corporate Title: Analyst Role Description In this role you will work in the global team looking at all product risk related topics. Working together with the central team as well as the regional BLIS / BLIS COO Teams, you will be responsible to make sure that the milestones that have been set are being monitored and kept track of. You will also work with the team to prepare both content as well as senior management update documents on the covered topics. Further, you will own and ensure adherence to the risk & control governance framework in line with regulatory requirements / internal policies /audit standards. What We'll O...

Position Overview Job Title: Exit QA expert - Associate Location: Bangalore, India Role Description The Offboarding QA Analyst focuses on effective Quality Review of Client Offboarding execution processes. The QA Analyst performs QA Review across various elements of the Offboarding lifecycle, ensuring that files which not completed the relevant stages in line with the Standard Operating Procedures are highlighted as exception. QA Analyst has responsibility for maintaining high standards in QA Review of Offboarding process, identify errors, provide feedback on the performance of the team & support Monthly QA MI inputs What We'll Offer You As part of our flexible scheme, here are just some of ...

About the Role The Credit Cards Portfolio Lead is responsible for developing and initiating portfolio management strategy to drive increase in billings, ANR and revenue across all card products The Portfolio lead is also responsible for managing the customer life cycle and for driving profitability of the portfolio of the retail credit card portfolio Responsible for driving spends and activity on the retail credit card portfolio that meets the overall credit cards business objectives of Axis Bank Develop and initiate portfolio management strategy to drive increase in billings, ANR and revenue across all card products Conduct regular portfolio performance analysis across the Retail Credit Car...

Please email your resume to bhuvaneswari@wissenpro.com or contact via Call/WhatsApp at 87126-50628. Job Summary: Seeking an experienced Product Manager with strong expertise in Investment Banking, Securities Settlements & Confirmations . Must have hands-on exposure to Agile delivery , European market infrastructures (Euroclear, Clearstream, CSDs) , and ability to bridge business & technology . Key Skills: Product Management in Financial Services / Investment Banking Settlements & Confirmations systems (European markets preferred) Agile delivery, Product lifecycle management Strong stakeholder management & process documentation Hands-on with SQL / Python / Alteryx for data analysis Exposure t...

The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an advisors practice that differentiates advisors practices presence on the website & social media platforms. 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 Enable and structure updates a...

Strategic Leadership Lead the specialized training team, driving initiatives focused on Affluent Team and specialised solutions catering to NRI and Business Insurance Capability Development Build the capability of sales teams and the training function to enhance the penetration of NRI Solutions, and Business Insurance across AMLI. External Stakeholder Management Engage with Bank TPP teams, Bank Segment Heads, and key industry partners to drive training-led business growth and ensure alignment with business objectives Market Intelligence & Customization Support Share market intelligence and competitor insights with the Product and Underwriting teams to develop customized offerings tailored to...

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 calls, whatsapp, EDMs etc. as decided per the business plan Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.) Perform annual protection review calls as per the timelines Campaign Calling Perform Segmented product based campaigns including GLIP, SWP, FWP and others Perform Service Request Calls Keep records of customer interactions and ensuring timely processing of client service request Handle customer complaints, provide appropriate solutions and a...

In this role at Radhya Microfinance, you will be responsible for conducting financial assessments, processing loans, evaluating clients, and engaging with the community. Your strong communication skills, along with the ability to conduct field visits and maintain accurate records, will be essential in this position. Additionally, your knowledge of financial products and financial literacy education will help empower individuals and communities through affordable loan products. **Key Responsibilities:** - Conducting Financial Assessments - Processing Loans - Evaluating Clients - Engaging with the Community - Conducting Field Visits - Maintaining Accurate Records - Providing Financial Literacy...

As a Client Relationship Manager (Field Sales) at Bigul.co, your role will involve identifying, acquiring, and managing new and existing clients for financial products such as Mutual Funds, Insurance, and Broking. Your expertise in these products will be crucial in achieving sales targets and driving revenue growth through field sales activities. Providing financial advisory services based on clients" investment needs and building long-term customer relationships through trust and consultative selling will be key responsibilities. Conducting regular client meetings, visits, and presentations to promote products and services is essential, along with staying updated on market trends, competito...

Role Overview: You will be responsible for the accounting and valuation of complex investments, such as complex derivatives, fixed income securities, and international financial products. As a career level professional, you will lead small, moderately complex projects or work on tasks that require a high degree of judgement, resourcefulness, and self-initiative. You will demonstrate specialized expertise in evaluating wide-ranging and complex issues and developing creative solutions. Additionally, you may recommend new procedures to optimize processes. Key Responsibilities: - Perform accounting and valuation for complex investments, including derivatives, fixed income securities, and interna...

As a Relationship Manager, your role will involve recruiting and managing a team of financial advisors/agents in Nalbar, Guwahati, Silchar, and Barpita. You will be responsible for the complete life cycle of financial advisors/agents, including meeting and interacting with them regularly. Your key responsibilities will include: - Training the financial advisors/agents on using our app for servicing their customers efficiently - Driving partners for higher productivity, focusing on renewals, and ensuring no dilution of focus - Achieving Monthly/Quarterly/Yearly targets set by the manager/organization - Understanding and aligning with company policies to ensure full compliance - Maintaining th...

Role Overview: As a Market Trading Risk Senior Consultant at Northern Trust, you will be responsible for developing analytical & reporting tools to support Chicago trading risk management, including monitoring FX trading. Your role will involve managing market and regulatory risk to ensure the firm's risk appetite is maintained. Key Responsibilities: - Perform core daily risk management oversight for FX Trading business, including VaR analysis, open position monitoring, adherence to limits, and stress scenario modeling. - Monitor market volatility through quantitative techniques to ensure principal exposure is within the firm's risk appetite. - Maintain data and provide information for regul...

Role & responsibilities Management Track daily claim generation Work with various stakeholders for claim validation, reporting and escalation Ensure claims are acknowledged, validated and settled within SLAs defined by claim guidelines Maintain and report KRIs Control Maintain a strong control & risk management environment. Ensure all risks, issues and control gaps are escalated appropriately as per daily procedures ensuring accountability is maintained until resolution. Commercial Ensure best practice is implemented as part of the Teams daily processing requirement. Help implement the department strategy working alongside the local and global teams and Senior Management. Manage primary rela...

Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.

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...