3091 Financial Products Jobs - Page 48

Responsible for build up your team by using your self-network You have to train and motivate them for sales You have to organize sales visit for business development Develop your team member for more business Managing monthly and weekly meetings

As a Regional Sales Manager/Head in the broking industry, you will be tasked with driving business growth and sales performance within the assigned region. Your role will require you to lead a high-performing sales team by utilizing your expertise in financial markets, client acquisition, and channel development. Your key responsibilities will include: Team Leadership & People Development: - Manage and mentor a team of Area Managers, Relationship Managers, and Sales Executives. - Set clear goals, monitor KPIs, and ensure high performance standards. - Foster a culture of ownership, accountability, and continuous improvement. Client Acquisition & Retention: - Develop strategies for acquiring r...

As a customer service representative in the financial industry, your primary responsibility will be to handle inbound and outbound calls from customers, addressing inquiries related to insurance, investment, and other financial products. You will be expected to provide accurate and detailed information on product features, pricing, eligibility criteria, and application procedures. Your role will involve assisting customers in resolving issues and complaints promptly and professionally, while also educating them on available services, promotions, and opportunities for cross-selling and upselling. To excel in this position, you must maintain a thorough understanding of financial products, serv...

As a Senior Service Relationship Manager at IDFC FIRST Bank, located in Koramangala, Bengaluru, Karnataka, India, you will play a crucial role in managing and maintaining relationships with high net worth clients in the Wealth Management division of the Retail Banking department. Your primary focus will be on providing exceptional service and support to ensure client satisfaction and retention. Your key responsibilities will include building and nurturing strong relationships with high net worth clients, understanding their financial goals, and offering personalized solutions to meet their needs. You will serve as a primary point of contact for clients, addressing their inquiries and concern...

As a Sales Executive at our organization, your primary responsibility will be to sell home loans and other financial products. You will be required to meet with clients, pitch our products effectively, and ensure successful closure of deals. Success in this position will be demonstrated by meeting sales targets, maintaining strong client relationships, and contributing to the overall growth of the business. To excel in this role, you must possess a graduate degree and have a minimum of 6 months of experience in the home loan or BFSI sector. Your ability to understand the financial needs of clients, communicate the benefits of our products, and drive sales will be crucial to your success. Joi...

Join us as an "SM&D Electronic Trading Quant" at Barclays, where you will be responsible for designing and developing mathematical algorithms to support market analytics, execution strategies, pricing, hedging, pre/post-trade analytics, and models. Your main objective will be to create cutting-edge business logic and models to enhance electronic liquidity offerings to clients along with associated analytics. This role will encompass the entire process from requirements gathering to design, implementation, productionisation, optimization, monitoring, and support. The Statistical Modelling and Development team focuses on trading activities within the Markets division, particularly electronic t...

The responsibilities for this role include assisting in daily branch Gold loan operations and customer service, supporting the branch team in handling customer queries and resolving issues, participating in lead generation, client acquisition, and retention activities, helping execute marketing and promotional activities to enhance branch visibility within the Branch once Tenured, learning and assisting in maintaining client relationships by providing personalized services, handling administrative tasks, data entry, and preparing reports for the branch, and gaining hands-on experience in financial products, services, and customer relationship management.,

As a Capital Consultant at Recur Club, you will play a pivotal role in expanding our client portfolio and nurturing long-term relationships. Your responsibilities will revolve around identifying and strategically onboarding new clients, understanding their unique use cases, and guiding them through our platform's features and processes with a customer-obsessed mindset. Additionally, you will be responsible for managing and deploying funds to existing clients mapped to you, ensuring their ongoing financial needs are met. Your work will directly contribute to the growth and success of our clients while upholding Recur Club's values and commitment to excellence. Identify and engage with potenti...

As a Regional Business Development Leader at ET Money, you will play a crucial role in leading the corporate B2B2C business in your designated region. Your responsibilities will include acquiring and nurturing key partnerships to effectively distribute ET Money financial solutions to employee bases at scale. Your primary focus will be on acting as a trusted advisor to senior stakeholders in HR, Finance, and Rewards functions, enabling organizations to provide meaningful wealth and investment benefits to their employees. In addition to acquiring partnerships, you will drive deep penetration by enhancing employee awareness, engagement, and sustained product usage. This senior leadership positi...

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sal...

The Balance Sheet Management Analyst is a seasoned professional role responsible for applying in-depth disciplinary knowledge to contribute to the development of new methodologies, data processing, visualization and analysis tools, and the improvement of processes and workflows for the Balance Sheet Management function. The Balance Sheet Management modeling group within the treasury team is crucial for developing statistical and non-statistical methodologies that directly impact Citigroup's Capital. This team's work is subject to heightened regulatory focus and scrutiny, focusing on the development of models and tools for Deposit duration, Fund Transfer Pricing, Customer Pricing, and other a...

Key Responsibilities: Strategic Planning & Execution Design and lead the annual and long-term strategic planning process in alignment with business goals. Identify and evaluate new business opportunities , market segments, or geographies for expansion. Prepare business cases , feasibility studies, and ROI analysis for new initiatives. Business Growth Initiatives Drive and manage growth-focused projects across retail, MSME, SME, or corporate lending (as applicable). Partner with business heads to create data-backed growth roadmaps and implement initiatives to boost market share and customer acquisition . Market Intelligence & Competition Analysis Conduct detailed industry benchmarking , compe...

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Job Description / Responsibilities: Onboard clients efficiently on the BSE MF STAR portal . Execute mutual fund transactions such as SIP, Lumpsum, STP, SWP, Redemption, and Switch with accuracy and timeliness on the BSE STAR portal. Coordinate with Asset Management Companies (AMCs) to resolve queries, complete documentation, and provide operational support. Respond promptly to client queries related to NAV, portfolio performance, and transaction status. Educate clients on using the mutual fund mobile app and other digital tools to enhance their investment experience. Desired Candidate Profile: Strong knowledge of mutual fund products, transaction workflows, and regulatory compliance. Excelle...

Job Title: Analyst - International Payments Work Type: Permanent Location: DLF Cyber Park - Gurgaon It s more than a career at NAB. It s about more meaningful work, more global opportunities and more innovation beyond boundaries . Your job is just one part of your life. When you bring your ideas, energy, and hunger for growth, you ll be recognised and rewarded for your contribution in return. You ll have our support to excel for our customers, deliver positive change for our communities and grow your career. NAB has established NAB Innovation Centre India as a centre for operations and technology excellence to support NAB deliver faster, better, and more personalized experience to customers ...

Dear Candidate, Greetings From"APEX SERVICES" Role- Assistant Area Manager /Area Manager CTC- up to-8 LPA+ incentive + Other benefit Key Responsibilities: Business Growth & Revenue Generation: Drive team-level sales and profitability across financial products including broking, mutual funds, life & health insurance, cards, and loans. Team Management: Lead, mentor, and grow a team of part-time salaried Financial Product Distributors (on vendor payroll). Ensure their training, productivity, and performance are aligned with company goals. Customer Acquisition & Retention: Expand UHNI and corporate customer base. Foster local area programs, referral models, and client retention strategies. Opera...

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Branch Manager For One of the Leading Capital Market Company Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Financial Analyst Mumbai| Full-time (FT) | Financial Markets Shift Timings APAC/EMEA/NAM |Management Level Analyst| Travel Requirements - NA The ideal candidate must possess strong communication skills, with an ability to listen to and comprehend information and share it with all the key stakeholders, highlighting opportunities for improvement and concerns, if any. He/she must be able to work collaboratively with teams to execute tasks within defined timeframes while maintaining high-quality standards and superior service levels. The ability to take proactive actions and willingness to take up responsibility beyond the assigned work area is a plus. Analyst Roles & responsibilities Working on...