5454 Financial Products Jobs - Page 45

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 ficial 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 ficial products such as Life Insurance (LI) General Insurance (GI) Systematic Investment Plans (SIP) Personal Loans (PL) Fixed Deposits (FD) Work within assigned geographical areas (mapped by...

About The Role As a Finance Support at DoubleTick, You will be responsible for supporting financial processes, maintaining accurate records, and ensuring smooth execution of accounting functions. The role requires strong analytical skills, attention to detail, and the ability to work collaboratively across departments to support financial decision-making and ensure compliance with company policies. Key Responsibilities : Customer Support: Respond to customer inquiries via phone, email, and chat in a timely and professional manner. Troubleshoot and resolve customer issues, ensuring high levels of customer satisfaction Document customer interactions and solutions in the support system. Financi...

We are looking for a dynamic and self-motivated Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) customers. This role involves offering personalized banking solutions across liabilities, commercial assets, and investment products, while ensuring superior customer service and compliance with bank policies. The ideal candidate will be a go-getter with strong ficial acumen and a passion for relationship management. Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Deliver high levels of customer service while ensuring adherence to bank policies Cross-sell a wide range of banking products to deepen client ...

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...

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...

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...

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...

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...

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...

About the team: The Financial Model and Valuation Risk Management (FMVRM) team is responsible for ensuring that each material model or tool used to determine valuation or risk characteristics of financial instruments is based on sound mathematical and economic concepts, has been implemented correctly, and produces accurate results. The team also works to develop and maintain the risk methodologies used by FRM to examine risk, and works closely with IT to provide robust, fit for purpose IT platforms to enable FRM s work. About the role: We are seeking a highly skilled professional to perform independent validation of financial models used for valuation and risk measurement. This role ensures ...

About the Role TTG is an critical arm of Treasury Department TTG facilitates the smooth functioning of Treasury Department by undertaking timely review/ formulation of policies, streamlining/automation of processes, Implementation of systems , l i aisoning with internal/external Auditors, Robust goverce and risk management framework, Strategy & ficial Planning etc Ensure timely and accurate business/ficial reports and plans to management Work with the business to optimize business performance and planning Forecasting and Budgeting NII and Treasury p rofitability in co-ordination with the Internal stakeholders Preparation of comprehensive presentations for Operating Plans and strategic meetin...

Experience: 7+ years Skills: Business Analyst Wealth Mgt Location: Pune Working Mode: Hybrid, 3 days a week from Office Domain: Banking Budget: upto 28 LPA Notice Period: Immediate Job Description: 1. Ability to understand business requirements, translate them into requirement documents / user stories and explaining requirements to technical teams. 2. Good understanding of the banking / wealth management domain comprising various financial products e.g. Equity, Bond and Derivatives etc. 3. Also, should have good understanding of other banking products like Loans, deposits, Payments, Client static data etc. 4. Hands on experience in working with Data Warehouses, Data Analysis. 5. Hands on exp...

Key Responsibilities Risk Operations & Support Ensure the timely production and validation of local and global risk measures and daily reports . Monitor overnight risk batch processes , identify exceptions, and publish daily operational status reports. Respond promptly to support incidents related to data loads, calculations, or report generation failures. Manage incident and service request tickets using ITSM tools (e.g., JIRA, ServiceNow) track, escalate, and close within SLAs. Provide technical and functional support to business users and risk teams globally. Participate in release management and change control processes across UAT and Production environments. Ensure effective communicati...

- Acquire new customers for CASA products through field visits - Explain banking products and services to customers - Build and maintain customer relationships - Achieve monthly sales targets Required Candidate profile Fresh graduates or 6 months of experience in sales Good communication & presentation skills Interest in field sales & customer interaction The last company documents are mandatory if working Perks and benefits Fixed salary + Attractive Incentives

- Acquire new customers for Banking multiple products through field visits - Explain banking products and services to customers - Build and maintain customer relationships - Achieve monthly sales targets Required Candidate profile Any fresher Graduates mandatory Good communication & presentation skills Shraddha HR | +91 93289 61657 | shraddha@tekpillar.com Perks and benefits Fixed salary + Attractive Incentives

As an Insurance Associate at M&G Global Services Private Limited, your role will involve providing exceptional customer service to both internal and external customers. You will be responsible for ensuring that your work is completed accurately and within service level agreements to meet regulatory targets. Collaborating with your immediate manager, you will maintain and implement a personal development plan to enhance your skills. Key Responsibilities: - Provide customer service to internal and external customers - Ensure accuracy and compliance within service level agreements - Implement personal development plan in partnership with manager - Identify and implement process improvement idea...

As an Assistant Vice President Model Risk Audit at Barclays, you will lead the evolution of the digital landscape, driving innovation and excellence. You will utilize cutting-edge technology to transform digital offerings, ensuring unparalleled customer experiences. Key Responsibilities: - Spearhead the development of audits aligned with the bank's standards and objectives by collaborating with colleagues, providing accurate information and recommendations, and adhering to policies and procedures. - Support audit development and delivery, including financial statements, accounting practices, operational processes, IT systems, and risk management. - Identify operational risks to contribute to...

Drive business growth through recruitment & development of business partners. Manage sales activities to achieve monthly & yearly targets. Support partners with training, motivation Build strong relationships with customers & ensure policy renewals. Required Candidate profile Minimum 2 years of experience in Life Insurance Sales. Good communication and leadership skills. Local candidates preferred. For more information, contact Nisha from HR at +91 9904750213

Job Role: Good experience in sales domain. Experience in a client onboarding and relationship building role Acquiring new clients. Responsible for the origination of Rating Business for the mid/Large Corporate Group in the given region. Responsible for maintaining and enhancing strong relationship with existing and new client acquisition. Identify unrated clients and facilitate them in migrating from unrated domain to rated domain and also help them leverage rating for fund raising Building MIS & market intelligence about competitors, preparing geography wise and service wise sales plans and achieving them Maintaining a thorough understanding of the clients industry, including industry trend...

Role Overview: You will be responsible for engaging with Premium merchants, tracking portfolios, communicating with merchants, and ensuring services are delivered effectively in assigned areas. Your role will also involve ensuring product penetration and revenue growth, promoting the brand, addressing merchant grievances, planning and executing daily activities with the team, gathering market feedback, deploying products, articulating benefits, and ensuring customer satisfaction. Key Responsibilities: - Engage with Premium merchants, track portfolios, and communicate effectively - Ensure product penetration, revenue growth, and brand promotion - Address merchant grievances and resolve them i...

Job Title: Senior Analyst, NCT Location: Jaipur, India Shift Timings: US / Night Shift (6:30/7:30 PM to 3:30/4:30 AM IST) Role Description The Process Executive will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate/Applicant needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate/Applicant should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. Should take responsibility and act as backup for the Peers in Candidate/Applicant absence and share best practices wi...

Job Title: Origination Enabler, AYST Location: Mumbai, India Role Description Origination & Advisory (O&A) is comprised of regional and industry-focused coverage teams, co-led from the banks hubs in Europe, the US and Asia Pacific, that ensure the delivery of the entire range of financial products and services to the banks clients. Primarily comprises working on origination and execution of O&A transactions (capital raising, M&A, corporate restructurings, Ratings) as part of sector / country coverage team. The sub desks being Investment Banking Coverage (IBC) and Debt Capital Market (DCM), Strategic Equities Transaction Group (SETG) and Business Management & Control. Open role is for the Ind...

Job Title: Quantitative Strategist Corporate Title: VP Location: Mumbai, India Role Description Deutsche India Pvt Ltd is Deutsche banks global platform for front-office & aligned functions to create value by utilizing non-traditional locations, exceptional talent, and a collaborative culture. This branch of Deutsche Bank Group company is looking for extremely bright candidates for the Group Strategic Analytics (GSA) team in India. GSA is the banks center of excellence for all analytical effort within the bank. It has a footprint in global hubs like London, New York, Frankfurt, Berlin, Tokyo & Singapore. The candidate hired in this team is required to work in collaboration with global team o...

Job Title: DPM Portfolio Manager Corporate Title: Vice President Location: Mumbai, India Role Description The Client-Facing Product & Solutions Specialist will be an integral part of the discretionary portfolio management (DPM) team. They assist the Sales, Structuring and Product Management teams, as relevant, in the delivery of financial products and services, as well as financing solutions to clients, where applicable. The Client-Facing Product & Solutions Specialist will also conduct product selection, specifically selecting investment opportunities aligned with market events and customer trends. They are responsible for promoting and explaining the characteristics of their products to Sa...

Job Title: Business Management, Associate Location: Mumbai, India Role Description Origination & Advisory (O&A) is comprised of regional and industry-focused coverage teams, co-led from the banks hubs in Europe, the US and Asia Pacific, that ensure the delivery of the entire range of financial products and services to the banks clients. Primarily comprises working on origination and execution of O&A transactions (capital raising, M&A, corporate restructurings, Ratings) as part of sector / country coverage team. The sub desks being Investment Banking Coverage (IBC) and Debt Capital Market (DCM), Strategic Equities Transaction Group (SETG) and Business Management & Control. Your key responsibi...