4308 Financial Products Jobs - Page 42

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...

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...

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...

Collaborate with multiple Line of Business (LOB) stakeholders for the opportunities/assessment and implementation of new initiatives. Foster partnerships across various functions to facilitate smooth product launches and business operations. Maintain strong relationships with regulatory bodies like IFSCA and SEZ authorities to ensure compliance and governance. Utilize regulatory networks to obtain necessary exceptions for significant transactions, contributing to future revenue growth. Implement governance frameworks in collaboration with internal teams to meet regulatory requirements. Drive strategic initiatives, aligning business and support functions (Finance, Tech, Ops, Legal, Compliance...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Serve as a subject matter expert in Market Risk, providing support for all daily processes. Assist in developing the teams comprehensive operating framework, including establishing and implementing tracking and escalation processes. Foster effective partnerships with Technology, Market Risk Operate, Market Risk VaR Capital, MRQR, and Market Risk Reporting teams, acting as a consensus builder. Ensure all processes are executed efficiently, effectively, and promptly to meet service level agreements (SLAs). Cultivate critical relationships within the Market Risk Middle Office team. Enhance key controls and continuously monitor and evaluate the environment to address control gaps and deficiencie...

Your key responsibilities Understanding of systems delivery lifecycles and delivery methodologies. In depth understanding of business processes, financial products, market risk management and regulatory requirement. Skills and attributes To qualify for the role you must have Qualification A Bachelors degree in Commerce, Management, Accounting, Finance or Economics and other graduation streams or a related discipline Available to travel outside of their assigned office location at least 50% of the time. Experience 0 to 1 year of post-qualification experience.

Job Responsibilities / Key Deliverables: Customer Acquisition Minimum of 1 crore and above investable surplus. Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a ...

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...

-Conduct market research and analysis to identify emerging trends, investment opportunities, and client preferences within the stock market. -Stay informed of regulatory requirements, industry best practices, and emerging trends in stock market product development. -Provide training and support to internal teams and clients on new products and solutions. -Analyze competitor offerings and market dynamics to develop strategies for enhancing our product offerings. -Collaborate with partners to align product roadmaps, share insights, and jointly plan for product success. -Identify bottlenecks and areas of improvement within existing broking products, and work closely with cross-functional teams ...

As a Deputy Branch Manager in the Retail Banking business, your role involves managing and scaling up the retail banking business for the branch. You will execute strategies to achieve growth targets by efficiently managing operations and resources. Building constructive relationships with key local dealers is crucial to boost the volume of business by establishing a strong financial partnership. Your accountability includes expanding branch footprint, enhancing product penetration, and delivering high-quality customer service. In addition, you will lead customer service and branch operations, ensuring the daily upkeep of the branch. Key Responsibilities: - Responsible for day-to-day operati...

Step into the world of finance with a career in Investment Banking. Join the walk-in drive for an exciting entry-level opportunity at eClerx Financial Markets in Mumbai. As an Analyst at eClerx Financial Markets, your responsibilities will include: - Handling back-office and middle-office processes for financial institutions - Managing various stages of the client/product lifecycle - Conducting tasks such as FCC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more - Preparing reports using MS Excel - Resolving process...

You will be responsible for anchoring acquisition and leading the efforts for Yubi's Supply Chain Finance business. Your key responsibilities will include: - Identifying and originating new anchors for Yubi's Supply Chain Finance business - Understanding the anchors" problem statements and identifying the right product solutions from Yubi's Supply Chain Finance offerings - Managing existing anchors, growing the overall AUM, and driving cross-sell/up-sell across diverse product solutions under Supply Chain Finance - Engaging with Yubi's Lender team to get a program live for the anchors to drive closure on program go lives - Engaging with anchors for business review on live programs and go-to-...

As an Area Sales Manager at our esteemed organization, you will play a crucial role in driving sales growth, maintaining client relationships, and leading a team of sales professionals. Your responsibilities will include: - Developing and implementing strategic sales plans to achieve sales targets for Cash Credit limit (CC), Overdrafts limit (OD), and Term Loans limit products in the assigned area. - Generating leads from open market sourcing and exploring new business opportunities to expand the customer base. - Monitoring sales performance, analyzing market trends, and competitor activities to provide regular reports to senior management. - Leading and managing a team of sales executives, ...

Job Description You will be working as a Relationship Manager (Broking & Sales) at JK Securities Private Limited, located in Nadiad. Your primary responsibility will include managing client portfolios, generating leads, acquiring new clients, and offering financial advisory services. Your role will also involve developing and nurturing client relationships to understand their financial objectives and recommending appropriate investment options. Key Responsibilities - Manage client portfolios effectively - Generate leads and acquire new clients - Provide financial advisory services - Build and maintain strong client relationships - Understand client financial goals and offer suitable investme...

As a Relationship Manager at Aye Finance Ltd, headquartered in Gurgaon, specializing in providing business loans to small and micro enterprises across India, your role will involve maintaining and enhancing relationships with clients. Your responsibilities will include conducting client meetings, assessing financial needs, facilitating loan processing, and ensuring customer satisfaction. Key Responsibilities: - Conduct client meetings to understand their requirements - Assess the financial needs of small and micro enterprise clients - Facilitate loan processing procedures - Ensure high levels of customer satisfaction Qualifications Required: - Strong interpersonal and communication skills - ...

As part of Tax Operations at Goldman Sachs, your role will involve analyzing and supporting the activities, operations, reporting obligations, and transactions of the firm's business lines to ensure appropriate evaluation of tax consequences and reputational risks. Your work directly impacts the firm's success, making this division ideal for individuals who are creative, collaborative, and have a strong ethical foundation with attention to detail. Key Responsibilities: - Maintain the integrity of the firm's compliance with reporting authorities globally - Manage inquiries from various businesses across established and emerging markets - Facilitate tax reclaims for clients on dividend/interes...