5454 Financial Products Jobs - Page 42

Job Purpose and Impact The Senior Associate, Record to Report job performs routine 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. Under close supervision, this job collaborates with businesses and banks to complete standard operational processes and procedures, compliance and data management for financial products and services and data systems. This job also supports improvements in process execution and audit activities. Key Accountabilities RECORD TO REPORT ACTIVITIES: Performs routine activities, including pro...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Business Requirements Analysis Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Analyst, you will analyze an organization and design its processes and systems, assessing the business model and its integration with technology. ...

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) 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 different teams and departments to achieve established goals and objectives. 6)...

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) 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...

Position - 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 ...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 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 client...

Role Overview: You will be responsible for recruiting, inducting, handholding, facilitating, motivating, and retaining Team Members. Your main focus will be ensuring smooth operations and achieving revenue & profitability targets of the Branch. It will be crucial to oversee individual and team performance as per norms, and ensure compliance with various regulator and organization guidelines. Additionally, client acquisition from your network/open market, along with margin collection, is expected. Generating revenue through Broking & Non-Broking Products (LI, MF, FD, Bonds, etc.), focusing on specific products, promoting the Focus Product of the month, and maintaining and servicing the existi...

You will be responsible for managing bank/NBFC relationships and offering the best mortgage services to our consumers at HouseEazy: - Tie up with all Banks and NBFC as loan partners on best terms. - Pitch different loan schemes to consumers and convert them. - Achieve monthly loan disbursal targets. Qualifications required: - Study and prepare comparatives of products offering of multiple financers. - Work extensively on New Acquisition of banks/NBFCs and leasing companies as our financing partners. - Excellent interpersonal, problem solving, relationship building skills. - Must be a self-starter and work with a sense of urgency. No additional details of the company are provided in the job d...

Lead the Future of Banking Join RBL Banks Branch Manager Leadership Program This is Pan India Opportunity Are you a seasoned banking professional ready to take the next big leap in your career RBL Bank, in partnership with Manipal Academy of BFSI, presents a unique opportunity to fast-track your journey into leadership through our Branch Manager Leadership Program. Batch 2 begins on 30th December 2025 Limited seats. Enroll now. Why This Program Stands Out Leadership Role Guaranteed: Step into the role of Branch Manager upon successful completion Attractive Compensation: Fixed CTC up to ?12 LPA post-placement Training Stipend: INR 50,000 per month during the 2-month training period Elite Trai...

Company Description LIC (Life Insurance Corporation of India) is one of the largest and most trusted life insurance providers in India. For over a century, life insurance has played a crucial role in offering financial security in the country. LIC focuses on making life insurance accessible and valuable for individuals in a nation with one of the world's largest populations. True to its motto, With Life, After Life, LIC is committed to safeguarding the financial well-being of individuals and their families. Role Description This is a full-time or Part time, on-site role for a Commission-Based Life Insurance Agent located in Ahmedabad. The role involves engaging with clients to assess their i...

Company Description Aditya Birla Capital Ltd is a prominent financial services company headquartered in Mumbai, India. The organization is dedicated to fostering a diverse and inclusive work environment, ensuring equal employment opportunities for all, without discrimination based on race, color, religion, ethnicity, age, gender, or disability. With a strong commitment to Diversity, Equity, and Inclusion (DEI), Aditya Birla Capital emphasizes hiring based on qualifications, skills, and experience. The company stands as a leader in delivering comprehensive financial services tailored to the evolving needs of its clients. Role Description This is a full-time on-site role for a Relationship Man...

As an ideal candidate for this position, you should have lending experience in either Banks or NBFCs. It is essential that you have managed asset portfolios and primarily focused on new business acquisition rather than liability business. Your responsibilities will include handling clients with a debt exposure exceeding Rs 200 crore. Key Responsibilities: - Acquiring new clients and maintaining strong relationships with existing and potential clients - Identifying unrated clients and assisting them in transitioning to rated status - Building market intelligence on competitors and creating sales plans to achieve targets - Understanding clients" industries, including trends, processes, financi...

As a Quantitative Developer at Millennium, you will be a part of the Risk Technology team, focusing on leveraging Python, Cloud infrastructure (AWS), and scientific frameworks to provide data-driven risk management solutions and dashboards to Risk Managers and Business Management. Your role will involve the following responsibilities: - Designing, developing, and maintaining data pipelines, dashboards, and analytics library. - Collaborating with risk management for rapid prototyping and delivery of solutions to enhance risk metrics and data visualization. - Designing and implementing cloud-native, data-intensive applications that effectively leverage AWS solutions. - Fitting into the active ...

In this role as a Client Relationship Manager within the Wealth Management department of our financial services firm in Jaipur, you will be instrumental in strengthening existing investment client relationships and garnering referrals. Your responsibilities will include understanding clients" financial objectives, analyzing the financial landscape, recommending suitable products and services, and overseeing the implementation of these recommendations. Your expertise will guide clients through their wealth management journey, aiding them in achieving their financial goals. **Key Responsibilities:** - Cultivate and nurture strong relationships with current clients through consistent communicat...

As an Associate/Senior Associate in the Banking practice area located in Mumbai, you will be required to have the following qualifications and work experience: - Qualified lawyer and must be enrolled in Bar Council of India - 1 to 6 years of experience in Banking & Finance Practice Your key responsibilities will include expertise in Banking & Finance Practice such as: - Handling financial products, including project finance - Managing securitization processes - Dealing with leveraged finance - Conducting distressed debt transactions - Executing debt restructuring procedures - Managing acquisition finance projects - Handling syndicated lending and structured products - Providing advisory serv...

As a highly skilled SQL Developer at Fusion Practices, you will be responsible for working in large-scale data warehouse environments. Your expertise in Microsoft SQL Server, Power BI, and banking domain concepts will be crucial for designing, developing, and maintaining high-performance MS SQL databases tailored to banking systems and financial reporting needs. Your key responsibilities will include: - Designing, developing, and maintaining high-performance MS SQL databases, stored procedures, and T-SQL queries for banking systems and financial reporting. - Developing business intelligence solutions using Microsoft Power BI, including crafting dashboards, reports, and data visualizations. -...

Role Overview: You will be a full-time Backend Coordinator based in Udaipur. Your main responsibility will involve coordinating loan-related activities, assisting with documentation, ensuring smooth processes, and liaising with financial institutions for timely loan processing. Additionally, you will communicate with clients, address queries, and support the team in achieving targets by optimizing backend operations. Key Responsibilities: - Coordinate loan-related activities - Assist with documentation - Ensure smooth flow of processes - Liaise with financial institutions for timely loan processing - Maintain communication with clients and resolve queries - Support the team in achieving targ...

Company Description LenDenClub is one of India's largest RBI-registered peer-to-peer (P2P) lending platforms, dedicated to reshaping wealth growth through alternative financial instruments. Focusing on trust, transparency, and technology, the platform ensures secure, seamless, and compliant transactions. With over 3 crore registered users and more than ?17,000 crore lent, LenDenClub is a key player in India's fintech landscape. It empowers individuals to diversify their portfolios effectively while participating in the nation's credit growth story. Built on innovation and inclusion, LenDenClub continues to serve as a reliable wealth growth platform for investors and borrowers across India. R...

As a Relationship Executive at Ashika Group, your role involves onboarding, managing, and driving sales from Independent Financial Advisors (IFAs) and existing clients. You will be instrumental in encouraging initial trading activity, increasing platform usage, and promoting suitable financial products. Your strong communication skills, consultative sales approach, and ability to build long-term relationships will be essential in achieving revenue targets through client engagement and cross-selling. This position offers hands-on experience in sales and channel development within the financial services sector. Responsibilities: - Conduct outbound calls to newly registered and existing Dhanush...

Company Description Muthoot FinCorp ONE, a Strategic Business Unit of Muthoot FinCorp Ltd., is committed to creating a modern and transparent financial ecosystem through innovative digital products. Specializing in services like Gold Loans from home, the company upholds the trusted values of its parent organization, the Muthoot Pappachan Group. The Muthoot Pappachan Group is a respected name in India's financial services industry, with a diverse portfolio spanning industries such as financial services, hospitality, and renewable energy. Muthoot FinCorp ONE aims to provide tailored financial solutions for lending, saving, investing, and remittances, focusing on security, reliability, and enha...

Role Overview: As a Loan Advisor based on-site in Lucknow, your main responsibility will be guiding clients through the loan application process, identifying the best loan options to meet their needs, and providing excellent customer service. You will assist clients in filling out required documentation, assess financial information, ensure compliance with loan regulations, and maintain strong client relationships to encourage trust and reliability. Key Responsibilities: - Guide clients through the loan application process - Identify the best loan options to meet clients' needs - Provide excellent customer service - Assist clients in filling out required documentation - Assess financial info...

As a Content Writer focusing on Personal Finance at our company, you will have the exciting opportunity to work alongside our Communication team to contribute to our blogs. Your primary responsibilities will include writing about a wide range of financial topics such as personal loans, home loans, tax savings, insurance, investments, and other related products that cater to the savings and credit needs of consumers. Key Responsibilities: - Demonstrate a strong understanding of the Personal Finance requirements of the Indian consumer and devise effective solutions to assist them in saving money - Utilize your previous experience in the personal finance sector, whether through employment in a ...

Job Description: As a Wealth Manager specializing in HNI Acquisition, your role involves primarily selling Equity based investment products. You will be responsible for identifying customer needs, assessing their risk appetite, and providing them with suitable investment options. Achieving targets assigned by the organization on a monthly basis is a key responsibility. Additionally, you are expected to provide regular updates to your immediate superior as and when required. Key Responsibilities: - Sell Equity based investment products - Identify customer needs and assess their risk appetite - Achieve monthly targets set by the organization - Provide regular updates to your immediate superior...