4308 Financial Products Jobs - Page 44

Job Purpose This position is open with Bajaj finance limited Duties and Responsibilities Responsibilities: Responsible for overall branch operations,performance profitability of the branch. Drive participate in field-marketing activities of various financial products along with the team to improve brand visibility Plan,conduct monitor the branch field level marketing activities to ensure health pipeline of leads resulting into business conversion branch growth Focus on customer engagement for new customer acquisitions retainment of old customers Conducting error free valuation appraisal of gold ornaments being pledged in branch with correct weight purity assessment as per company policy and ...

Job Purpose This position is open with Bajaj finance limited Duties and Responsibilities Responsibilities: Responsible for overall branch operations,performance profitability of the branch. Drive participate in field-marketing activities of various financial products along with the team to improve brand visibility Plan,conduct monitor the branch field level marketing activities to ensure health pipeline of leads resulting into business conversion branch growth Focus on customer engagement for new customer acquisitions retainment of old customers Conducting error free valuation appraisal of gold ornaments being pledged in branch with correct weight purity assessment as per company policy and ...

Job Purpose Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targets Execute with Rigor - Takes responsibility for meeting targets with focus and effort Own It - Maintains honesty and fairness in all interactions in line with organizations policiesAct with Integrity Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non-Bundled through Lead fulfilment & Field Activity on existing Data Base Manage Required Qualifications and Experience Graduates with relevant experience of 2-3 prior work experience of Direct or Channel sales in loans Experience in Insurance will be an adde...

Job Purpose Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organizations policiesAct with Integrity Duties and Responsibilities Sourcing good quality customers for salaried personal loans in the location from the open market Cross selling of the insurance products to the Sal PL customers Training the PSF and getting the targeted monthly no.s from the PSF team and driving PSF productivity as per company plans Delivery on the Monthly Target on Salaried PL as well as Insurance cross ...

Job Summary: We are seeking an experienced and client-focused Relationship Manager to join our team. The Relationship Manager will be responsible for cultivating and managing relationships with clients, providing tailored financial advice and solutions to help them achieve their financial goals. Roles & Responsibilities: Identify and target potential customers through various channels, including tele-calls, referrals, networking, and online research. Promote the company's existing brands and introduce new services to clients. Demonstrate a strong understanding of the company's services and effectively communicate their features and benefits to potential customers. Maintain relationships with...

Job_Description":" Yubi Markets is a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. About the role The role is for Yubi Markets, to cover investors. Specifically, the role will entail active prospecting of vari...

Supporting supervision functions of client facing documents, communications, and investment products to ensure compliance with regulatory requirements. Analysts will be expected to identify potential irregularities/ red flags, while maintaining agreed service levels and commitments. Key Responsibilities Provide support to Registered Principals and Supervision leaders in conducting supervision by providing 1st level analysis of documents and processes, data aggregation, reporting and similar activities. Responsible to complete the required tasks within the pre-defined SLAs, maintaining required quality parameters. Help identify efficiencies through innovation using Lean. Manage multiple and c...

You are a strategic thinker passionate about driving solutions in Client Onboarding". You have found the right team As an Asset Management - Client Onboarding - Associate within our team, you will oversee the management of existing client and internal fund accounts, ensuring seamless lifecycle events and maintaining strong client relationships. You will have the opportunity to enhance the overall client and fund experience by proactively managing account and fund changes, addressing client needs, and collaborating with internal teams to deliver exceptional service. Job Responsibilities Oversee lifecycle events for client accounts and internal funds, including updates, mergers, and closures. ...

**Job Description:** As the AVP for Reconciliation Process at our Capital Markets and Securities Services operations, you will be a critical leader responsible for overseeing, optimizing, and enhancing reconciliation functions. Your role will involve managing key stakeholder relationships, driving process improvements, and leading large-scale transitions. Here is a breakdown of your key responsibilities: - **Process Management & Optimization:** - Lead comprehensive reconciliation processes for various capital market products to ensure timely and accurate resolution of breaks. - Deep expertise in Corporate Actions reconciliation is crucial, covering dividends, mergers, acquisitions, stock spl...

Job Description: As a Commission Sales Associate at our company located in Rampur, you will play a crucial role in identifying potential clients, building strong relationships with them, and showcasing our financial products and services. Your daily responsibilities will involve making sales calls, organizing client meetings, delivering product demonstrations, and finalizing sales transactions. Additionally, you will be required to accurately record all sales activities and customer engagements in our CRM system. Key Responsibilities: - Identify potential clients and establish relationships with them - Promote the company's financial products and services - Make sales calls and conduct clien...

As a Sales Executive at our company, your role will involve promoting and selling financial products and services to customers, building relationships, and contributing to the growth of the organization. Key Responsibilities: - Identify potential clients and generate leads through cold calling and CRM Tools. - Understand clients" financial needs and provide appropriate service recommendations. - Achieve monthly/quarterly sales targets and maintain customer records. - Participate in sales campaigns, promotional activities, and customer acquisition drives. - Ensure compliance with KYC norms and internal processes. Qualification Required: - Bachelors or Masters degree in the Finance field. Loca...

You will be joining the OSTTRA Technology team as an Associate I SQA Engineer - Hybrid based in Gurgaon, India. The team comprises Capital Markets Technology professionals who build, support, and protect applications operating the network, including high-performance, high-volume applications and compute-intensive applications leveraging contemporary microservices and cloud-based architectures. Your role will involve working closely with the product team to understand business requirements, designing and writing automated feature scripts using Java and Cucumber/Gherkin, executing test cases, reviewing results, and reporting defects. Additionally, you will coordinate with various teams to ensu...

As an experienced Sales Manager, your role will involve leading sales efforts, managing a team, and driving business growth through banking and financial products. Your key responsibilities will include: - Managing the sales staff effectively to meet sales goals and achieve growth. - Employing, educating, and counseling a group of sales representatives. - Hiring possible leaders and financial advisors. - Focusing on upselling and cross-selling opportunities. - Overseeing the year-end and month-end closing procedures. - Working in the field to contact as many customers as possible. To qualify for this position, you should have: - At least 2+ years of experience in sales or marketing. - A mini...

As a Manager of Software Engineering at JPMorgan Chase within the Asset & Wealth Mgmt, you have the opportunity to lead multiple teams and guide them towards success at one of the world's leading financial institutions. You will be responsible for managing day-to-day implementation activities, identifying and escalating issues, and ensuring that your teams" work adheres to compliance standards, business requirements, and tactical best practices. **Key Responsibilities:** - Provide guidance to your immediate team of software engineers on their daily tasks and activities - Set the overall guidance and expectations for team output, practices, and collaboration - Anticipate dependencies with oth...

Job Description: As a Telesales Executive in the Financial Services sector, you will play a crucial role in generating sales and building strong client relationships over the phone. Your primary focus will be to convert prospects into clients by articulating the value of our financial products and services. You will be responsible for reaching out to potential customers, understanding their needs, and providing tailored financial solutions. With your exceptional communication and persuasion skills, you will handle objections and close sales effectively. This role requires a target-driven attitude and the ability to thrive in a fast-paced environment, ensuring clients receive the highest stan...

As part of the Global Markets Chief of Staff (CoS) Work Distribution Team within GBS India at Bank of America, you will be responsible for supporting various aspects of Business Controls & Data Innovation Group. Your role will involve developing and maintaining data analytics and automation initiatives, understanding requirements, executing processes with excellence, managing multiple tasks efficiently, and presenting outcomes through tabular and visual reports. You will work closely with other teams within Global Markets, lines of business, and enterprise functions to drive strategic initiatives in data management and governance. **Responsibilities:** - Provide guidance to direct reports, i...

Role Person will be Location Head, heading City & reporting to Zone Head. Channel is FPD Financial Product Distribution channel Selling multiple financial products with the help of 50-100 freelance part time salaried distributors on vendors payroll.

- Guide clients in equity investments - Provide research-based stock recommendations - Manage client portfolios effectively - Ensure superior client servicing & retention - Stay updated on market trends & regulatory changes Required Candidate profile - Graduated in Finance/Commerce - Salary up to 5.50 LPA + Incentives - 1–4 years of experience in equity advisory/stock broking - Strong knowledge of equity & investment More Info :: 84888 33693

Sales Executive (Home Loan) Company: Smart Finance Solution Location: Sector 69, Gurgaon Position: Telesales Executive (Home Loan) Job Summary We are looking for enthusiastic and driven Telesales Executives to join our team at Smart Finance Solution. The role involves promoting and selling home loan products over the phone, guiding customers, and ensuring a smooth application process. Key Responsibilities Reach out to potential customers via calls to promote home loan products. Explain product features, eligibility criteria, and benefits clearly to customers. Generate leads and follow up with interested prospects. Maintain records of calls, leads, and customer information in the CRM system. ...

Company Description Life Insurance Corporation (LIC) is dedicated to providing life insurance solutions in India for over a century. We strive to make insurance accessible and understandable, ensuring our customers are protected both during and after their lives. With an extensive range of policies, LIC aims to provide security and financial stability to individuals and families across the nation. Role Description This is a full-time on-site role for a Life Insurance Agent based in Purulia. The Life Insurance Agent will be responsible for selling life insurance policies, managing insurance brokerage, and providing customer service. Daily tasks include meeting potential clients, explaining va...

About The Role Project Role : Software Development Lead Project Role Description : Develop and configure software systems either end-to-end or for a specific stage of product lifecycle. Apply knowledge of technologies, applications, methodologies, processes and tools to support a client, project or entity. Must have skills : SAP Financial Products Subledger (FPSL) Good to have skills : NA Minimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Software Development Lead, you will engage in the development and configuration of software systems, either managing the entire process or focusing on specific stages of the product lifecycle. ...

About The Role Project Role : Software Development Lead Project Role Description : Develop and configure software systems either end-to-end or for a specific stage of product lifecycle. Apply knowledge of technologies, applications, methodologies, processes and tools to support a client, project or entity. Must have skills : SAP Financial Products Subledger (FPSL) Good to have skills : NA Minimum 5 year of experience is required Educational Qualification : 15 years full time education Summary :As a Software Development Lead, you will develop and configure software systems, either end-to-end or for specific stages of the product lifecycle. Your typical day will involve collaborating with vari...

About The Role Project Role : Software Development Lead Project Role Description : Develop and configure software systems either end-to-end or for a specific stage of product lifecycle. Apply knowledge of technologies, applications, methodologies, processes and tools to support a client, project or entity. Must have skills : SAP Financial Products Subledger (FPSL) Good to have skills : NA Minimum 7.5 year of experience is required Educational Qualification : 15 years full time education Summary :As a Software Development Lead, you will engage in the development and configuration of software systems, either managing the entire process or focusing on specific stages of the product lifecycle. Y...

About The Role Project Role : Software Development Lead Project Role Description : Develop and configure software systems either end-to-end or for a specific stage of product lifecycle. Apply knowledge of technologies, applications, methodologies, processes and tools to support a client, project or entity. Must have skills : SAP Financial Products Subledger (FPSL) Good to have skills : NA Minimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Software Development Lead, you will engage in the development and configuration of software systems, either managing the entire process or focusing on specific stages of the product lifecycle. ...

About The Role Project Role : Software Development Lead Project Role Description : Develop and configure software systems either end-to-end or for a specific stage of product lifecycle. Apply knowledge of technologies, applications, methodologies, processes and tools to support a client, project or entity. Must have skills : SAP Financial Products Subledger (FPSL) Good to have skills : NA Minimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Software Development Lead, you will engage in the development and configuration of software systems, either managing the entire product lifecycle or focusing on specific stages. Your day will i...