5454 Financial Products Jobs - Page 44

We are looking for a highly motivated and experienced professional with 0 to 6 years of experience to join our team as a Branch Office Manager in Jalandhar, Punjab. The ideal candidate will have a strong background in financial product marketing and sales, with excellent leadership skills. Roles and Responsibility Oversee sales teams to achieve revenue targets and client satisfaction. Develop and implement effective marketing strategies to drive business growth. Build and maintain strong relationships with clients, staff, and senior management. Motivate teams to ensure adherence to company policies and regulatory standards. Drive sales growth through effective marketing campaigns and operati...

We are looking for a highly motivated and experienced Branch Office Manager to lead our team in achieving revenue targets and client satisfaction. The ideal candidate will have 0-4 years of experience and be based in Jalandhar. Roles and Responsibility Oversee sales teams to achieve business objectives. Develop marketing strategies to drive growth. Build and maintain strong client relationships. Implement effective marketing campaigns. Optimize operational efficiency. Motivate teams to ensure adherence to company policies and regulatory standards. Job Requirements Strong leadership skills are required to motivate teams. Excellent communication and interpersonal abilities are necessary for cl...

We are looking for a highly organized and detail-oriented Female - Back Office Coordinator to join our team in Sector 83, Gurgaon. The ideal candidate should have 0-3 years of experience. Roles and Responsibility Maintain and process client documentation, including KYC, account opening forms, and nomination forms. Coordinate with Relationship Managers and Sales teams for timely data entry and follow-ups. Update and manage CRM systems, Excel sheets, and other reporting tools. Assist in transaction processing for mutual funds, insurance, and demat services. Ensure compliance with SEBI/IRDA/AMFI regulations. Prepare MIS reports and summaries for management. Handle customer service backend tasks...

We are looking for a highly motivated and experienced Marketing Executive to join our team in Gurgaon. The ideal candidate will have 0-6 years of experience in sales and marketing, with excellent communication and interpersonal skills. Roles and Responsibility Develop and implement effective marketing strategies to achieve business objectives. Lead and manage sales teams to meet revenue targets and client satisfaction. Build and maintain strong relationships with clients, staff, and senior management. Conduct market research and analyze trends to identify new business opportunities. Collaborate with cross-functional teams to drive business growth. Monitor and report on sales performance and ...

We are looking for a highly motivated and experienced Branch Office Manager to lead our team in achieving revenue targets and client satisfaction. The ideal candidate will have 0-5 years of experience in financial product marketing and sales, with a proven track record of driving sales growth and implementing effective marketing campaigns. Roles and Responsibility Oversee sales teams to achieve revenue targets and ensure adherence to company policies and regulatory standards. Develop and implement marketing strategies to drive business success. Cultivate client relationships and provide excellent customer service. Motivate teams and ensure operational efficiency. Liaise with clients, staff, ...

We are looking for a highly skilled and experienced Relationship Manager to join our team in the Recruitment industry. The ideal candidate will have 1-7 years of experience, excellent technical skills, and a strong background in financial products. Roles and Responsibility Develop and maintain strong relationships with clients to ensure their satisfaction and loyalty. Identify client needs and provide support to resolve issues. Grow business through upsells and new client acquisition. Market financial products like Mutual Funds, Insurance, Loans, and other related products. Build and maintain positive connections with clients to ensure long-term partnerships. Provide exceptional customer ser...

We are looking for a skilled Branch Officer to join our team in Bhiwadi, New Delhi, and Jaipur. The ideal candidate will have 2-6 years of experience in financial product marketing and sales, with a proven track record of driving sales growth and implementing effective marketing campaigns. Roles and Responsibility Oversee sales teams to achieve revenue targets and client satisfaction. Develop and implement marketing strategies to drive business success. Cultivate strong relationships with clients, staff, and senior management. Motivate teams and ensure adherence to company policies and regulatory standards. Optimize operational efficiency and drive sales growth. Implement effective marketing...

We are looking for a skilled Portfolio Manager with 5 to 10 years of experience to manage investment portfolios on behalf of high net worth individuals or institutions. The ideal candidate will have a strong background in financial products, securities, fund management, and portfolio management. Roles and Responsibility Manage investment decisions and activities for clients. Provide advice on financial products, securities, funds, or asset management. Develop and implement investment strategies to meet client goals. Conduct thorough analysis of market trends and investment opportunities. Collaborate with cross-functional teams to ensure seamless execution of trades and transactions. Monitor ...

We are looking for a highly skilled and experienced professional with 1-3 years of experience to advise emerging to mid-size corporate clientele on banking solutions. The ideal candidate will have a strong background in financial services, particularly in areas such as working capital limits, term loans, ECBs, project finance, trade finance, and other financial products. Roles and Responsibility Advise clients on various banking solutions, including working capital limits, term loans, ECBs, project finance, and trade finance. Build and maintain relationships with corporate clients to understand their financial needs and provide tailored solutions. Conduct financial analysis and provide inves...

We are looking for a highly motivated and results-driven Call Center Executive to join our team in Gurgaon, India. The ideal candidate will have 0-6 years of experience. Roles and Responsibility Initiate outbound calls to promote and sell financial products. Develop a strong understanding of the company's financial products. Build rapport with customers, understand their needs, and provide personalized solutions. Meet or exceed daily and monthly sales targets by effectively pitching products. Adhere to all regulatory guidelines and internal policies while communicating product information. Ensure accurate and complete documentation for all sales transactions. Job Requirements Minimum Bachelo...

We are looking for a skilled Marketing Executive to join our team in Jalandhar, Punjab. The ideal candidate will have 1-7 years of experience in marketing and sales, with a strong background in financial product marketing and sales. Roles and Responsibility Develop and implement effective marketing strategies to achieve revenue targets and client satisfaction. Lead branch operations to ensure adherence to company policies and regulatory standards. Oversee sales teams and provide guidance on sales techniques and performance. Build and maintain strong relationships with clients, staff, and senior management. Analyze market trends and competitor activity to identify new business opportunities. ...

We are looking for a highly motivated and customer-centric individual with 0 to 6 years of experience to join our team as a Call Center Executive in Financial Products Sales. The ideal candidate will have excellent communication skills and the ability to work effectively in a fast-paced environment. This position is based in Gurgaon, India. Roles and Responsibility Initiate outbound calls to promote and sell financial products. Develop a strong understanding of the company's financial products, including loans, insurance, investment plans, and credit cards. Build rapport with customers, understand their financial needs, and provide personalized solutions. Meet or exceed daily and monthly sal...

Data Testing Strategy & Execution: Design, develop, and execute comprehensive test plans and test cases for data-centric applications, ETL processes, data warehouses, data lakes, and reporting solutions. SQL-Driven Validation: Utilize advanced SQL queries to perform complex data validation, data reconciliation, data integrity checks, and data quality assurance across various financial data sources. ETL Testing: Conduct thorough testing of ETL (Extract, Transform, Load) processes, ensuring data is accurately extracted, transformed according to business rules, and loaded correctly into target systems. Data Quality Assurance: Implement and monitor data quality checks, identify data discrepancie...

Required Skills & Experience: Experience: 5-8 years of hands-on experience in Data Quality Assurance, Data Testing, or ETL Testing roles. SQL Expertise: Advanced proficiency in SQL: Ability to write complex queries, subqueries, analytical functions (Window functions), CTEs, and stored procedures for data validation, reconciliation, and analysis. Experience with various SQL databases (e.g., SQL Server, Oracle, PostgreSQL, MySQL, Snowflake, BigQuery). Strong understanding of database concepts: normalization, indexing, primary/foreign keys, and data types. Data Testing Methodologies: Solid understanding of data warehousing concepts, ETL processes, and various data testing strategies (e.g., sour...

Acquire quality clients through networking, database, market intelligence and references from existing clients Conduct various activities for client acquisition and retention Maintain 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 kyc,trading,lead management,retention,sales,business development,marketing,sales management,direct sales,corporate sales,...

About this role: Wells Fargo is seeking a Quantitative Analytics Specialist. In this role, you will: Develop, implement, and calibrate various analytical models Perform highly complex activities related to financial products, business analysis and modeling Perform basic statistical and mathematical models using Python, R, SAS, C++ and SQL Perform analytical support and provide insights regarding a wide array of business initiatives Provide solutions to business needs and analyze workflow processes to make recommendations for process improvement in risk management Collaborate and consult with peers, colleagues, managers, and regulators to resolve issues and achieve goals Required Qualificatio...

As a Manager - Regulatory Reporting at EY, you will have the opportunity to shape your career uniquely in alignment with your individuality. With our global support, inclusive culture, and advanced technology, you can strive to become the best version of yourself. Your distinctive voice and perspective are highly valued to contribute towards making EY even better. Join us in creating an exceptional experience for yourself while working towards building a better working world for all. **Role Overview:** You will be responsible for designing and leading the front-end architecture of a cutting-edge regulatory reporting product for a banking client. Your role will involve collaborating with vari...

Role Overview: As a Technical Lead at the company, you play a crucial role in ensuring the development team meets the technical delivery goals while maintaining high functional and non-functional quality standards. You are a force-multiplier who leads, coaches, and guides others towards success. Key Responsibilities: - Analysis and design: - Assist developers in understanding the problem and help with problem decomposition - Provide ad-hoc consultations and pair-work to remove technical blockers - Specify and direct developers to find and reuse existing solutions - Aid in breaking large build items into sub-items for efficient progress tracking - Contribute to requirements gathering by under...

As a Personal Loan Sales Representative, you will play a vital role in generating leads and selling personal loans to potential customers through outbound calls. Your primary responsibility will be to build and maintain strong customer relationships to ensure satisfaction and loyalty. You will be expected to meet and exceed sales targets and performance metrics by providing accurate information about personal loans, including features, benefits, and eligibility criteria. Handling customer queries and concerns in a professional and timely manner is also crucial. Collaboration with internal teams, such as credit and operations, will be necessary to ensure smooth loan processing. Key Responsibi...

Role : Sales Intern (Financial Services) Location : Trinity Towers, AJC Bose Road, Bhowanipore, Kolkata, West Bengal Duration : 3 - 6 months Stipend: Rs 5,000 per month + Incentives Role Brief: We are looking for a dynamic and motivated Relationship Intern to support our virtual relationship management efforts and drive account openings and trade activations for our digital investment platform, Dhanush . This internship offers a valuable opportunity to gain practical experience in client communication, acquisition, and relationship management within a professional financial services environment. Responsibilities: Conduct outbound calls to newly registered and existing Dhanush clients to driv...

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...

You are a strategic thinker passionate about driving solutions in Product Control.You have found the right team. As a Product Controller - Associate within the Product Control team, you will be responsible for assisting with daily P&L reporting and month-end close processes. You will provide detailed analysis and reporting on the financials to desk heads, business managers, and senior finance management. You will partner with the business to promote forth and implement robust controls and new business initiatives, ensuring resolution of control and reporting issues in an accurate and timely manner. You will also serve as an analytical and project support resource for product control and hand...

As a Financial Services Manager, you will be responsible for overseeing the financial services operations within a company or financial institution. Your role will involve managing a team of financial advisors, ensuring compliance with industry regulations, and contributing to the development of strategic financial goals. Your primary focus will be on maintaining high levels of customer satisfaction while meeting business objectives related to finance. **Key Responsibilities:** - **Team Leadership & Supervision:** - Lead, train, and manage a team of financial advisors or financial service representatives. - Provide guidance on best practices and ensure team members meet performance targets. ...

As a candidate applying for the job at Standard Chartered Bank with Job ID 40142 located in Chennai, IN, in the area of Audit, Accounting & Finance, you will be responsible for the following: Role Overview: You will lead and maintain the infrastructure under GFS Data Management portfolio. This includes developing a roadmap, implementing data controls like reconciliation and validations, ensuring data quality, utilizing agile delivery model, possessing knowledge in finance & treasury domains, creating a Service Management plan, managing control changes, and ensuring continuous availability of the infrastructure to stakeholders. Key Responsibilities: - Display exemplary conduct and adhere to t...

Handling the overall operational work. Transaction processing, Scrutiny, Uploading queries, branch petty cash, Vendor bills, Utility bills, Support staff leave, Conveyance, Attendance. Desired Profile: Should have basic knowledge of financial products like Mutual funds.