4308 Financial Products Jobs - Page 49

You will be joining Top Quartile Financial Services Private Limited, a company based in Pune that specializes in financial planning, Mutual Funds distribution, Portfolio Management, Insurance, and other investment-related services. Our company offers customized research and analytical reports, along with a user-friendly mobile application for portfolio tracking and transactions. We prioritize ethics, trust, and superior quality in all our services, striving to align with our clients" evolving financial aspirations and create wealth for them. - Drive sales of financial products - Manage client relationships - Identify new business opportunities - Execute financial planning strategies - Meet p...

The Tax Operations team at our company plays a crucial role in analyzing and supporting the activities, operations, and transactions of our business lines to ensure appropriate evaluation of tax consequences and reputational risks. Your work directly contributes to our firm's success, making this division an ideal fit for individuals who are creative, collaborative, and have a strong ethical compass with meticulous attention to detail. As a member of this team, you will be responsible for: - Ensuring the integrity of our firm's compliance with reporting authorities globally - Handling inquiries from various businesses across established and emerging markets - Facilitating tax reclaims for cl...

Role Overview: As a Product Lead in Business Banking within the Retail Banking unit at our Mumbai office, your primary responsibility is to scope out and deliver products that align with the Business Banking value proposition. You will guide, nurture, and collaborate with the Sales teams to enhance their capabilities and ensure exceptional service delivery to our customers. Your role will involve working within compliance regulations set by regulatory bodies and the bank to maximize efficiency through Product Innovation and Process Re-engineering. Additionally, you will be tasked with creating a framework that fosters deeper relationships within the Business Banking segment. Key Responsibili...

- Role Overview: As an Institutional Sales professional, your main responsibility will be to develop and maintain relationships with institutional clients such as banks, investment firms, and insurance companies. Your primary objective is to promote and sell financial products and services to these clients. It is essential to have a deep understanding of financial markets and products, as well as possess excellent communication and negotiation skills. Building and nurturing strong relationships with clients and catering to their specific needs will be vital for your success in this role. - Key Responsibilities: - Develop and maintain relationships with institutional clients including banks, ...

As an Engineering Manager at FNZ, you will be assisting the Head of Development in executing technical and personnel management duties within the global Delivery function. Reporting to the local Head of Development in your region, your responsibilities will include: - Acting as a direct line manager for a group of Development Leads and/or Senior Analyst Developers - Ensuring overall performance and promoting a culture of excellence - Setting and maintaining a technical roadmap for the solution center - Serving as a key contact person for technical issues - Participating in recruitment activities and supporting client engagements - Providing input into project resourcing - Implementing perfor...

As a Debt Strategic Analytics Analyst at Deutsche CIB Centre Pvt Ltd in Mumbai, India, you will be working within the Strategic Analytics Group to implement quant-driven analytics on a common platform at Deutsche Bank. The primary focus of your role will be on the Corporate Banking business, collaborating closely with onshore teams in New York, London, Frankfurt, and Singapore to meet functional and regulatory requirements aligned with specific business verticals. Your responsibilities will include: - Implementing IRRBB regulatory requirements for Corporate Banking - Developing frameworks for projecting Net Interest Income - Identifying risk factors and conducting what-if scenarios - Perform...

Role Overview: You will be responsible for assisting in daily branch Gold loan operations and customer service. Supporting the branch team in handling customer queries and resolving issues will be a key part of your role. Additionally, you will participate in lead generation, client acquisition, and retention activities. You will also help 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 will be crucial. Moreover, handling administrative tasks, data entry, and preparing reports for the branch will be part of your responsibilities. You will gai...

As a Technology Solution Analyst within the CME Post Trade and Risk analysis team, you will play a key role in providing technical analysis to drive the growth and evolution of CME's post trade and risk systems. Your responsibilities will include: - Supporting elicitation, discovery, prototyping, and technical business analysis activities. - Involvement in project analysis tasks such as detailed requirement build-out, user story analysis, and messaging/interface specifications. - Contributing to product vision and impact assessment for new projects and enhancements. - Developing acceptance criteria for automated testing and behavior-driven development. - Establishing trusted relationships wi...

As a Senior Product Control IT Business Analyst within the Corporate Functions team of Risk, Product Control, and ESG IT, you will play a crucial role reporting directly to the Head of Risk, PC, and ESG IT. Your primary focus, starting in June 2025, will revolve around supporting day-to-day operations and significant project initiatives, specifically concentrating on reporting consolidation across three legal entities. To succeed in this position, your background should entail solid experience in an investment banking environment, a profound comprehension of financial products, and a successful track record in Product Control or Finance IT functions. Your responsibilities will be diverse and...

Role Overview: You will be joining Top Quartile Financial Services Private Limited in Pune as a Sales Manager - Wealth Management. In this full-time, on-site role, your primary responsibilities will include driving sales of financial products, managing client relationships, developing new business opportunities, and executing financial planning strategies. Your daily tasks will involve meeting potential clients, offering portfolio management advice, conducting market research, and ensuring client satisfaction. Collaboration with the research and analytical team will be essential to provide tailored solutions to clients. Key Responsibilities: - Drive sales of financial products - Manage clien...

As a Data Onboarding Specialist at MProfit, a rapidly growing fintech company, your primary responsibility will be to manage and drive the seamless onboarding of client data onto the platform, ensuring a high-quality customer experience. You will be the main point of contact for customers during the onboarding process, providing exceptional customer service and support. Your tasks will include successfully managing the data onboarding process for customers who have purchased MProfit's products, assisting them in connecting with relevant data sources, and showcasing the functionality and features of the platform to new customers. Key Responsibilities: - Manage and drive the seamless onboardin...

Role Overview: You will be working as a Sales Representative on-site at FIDFLY FINANCIAL SERVICES located in Gopalganj. Your primary responsibilities will include identifying and acquiring new clients, developing and nurturing strong customer relationships, and achieving sales targets. In addition to this, you will be expected to conduct market research, showcase and explain our financial products and services, negotiate contracts, and deliver exceptional customer service to ensure client satisfaction. Key Responsibilities: - Identify and acquire new clients - Develop and nurture strong customer relationships - Achieve sales targets - Conduct market research - Showcase and explain financial ...

Role Overview: As a Sales Executive in the finance sector, your primary responsibility will be to drive open market sales for various financial products such as Home Loans, Personal Loans, Credit Cards, and more. You will be engaging with potential customers to understand their financial needs and offer them suitable products. Key Responsibilities: - Drive open market sales for financial products including Home Loans, Personal Loans, Credit Cards, and more - Engage with potential customers to understand their financial needs - Offer suitable financial products to customers - Build rapport with customers - Effectively communicate the features and benefits of the products to customers - Promot...

As a Sales Training Specialist, you will play a crucial role in enhancing the productivity of the Sales Unit by collaborating closely with them. Your responsibilities will include providing training, coaching, and Just for Winners (JFW) sessions to the team. You will also be responsible for guiding probationers towards successful probation clearance and ensuring high activation levels among frontline sales staff. - Provide training, coaching, and JFW sessions to the team - Guide probationers towards successful probation clearance - Ensure high activation levels among frontline sales staff Your role will involve training and coaching Agency Managers on various aspects such as knowledge, skill...

As an Area Manager in the NBFC sector, your role will involve managing and overseeing operations within a specific geographical area. This includes supervising branch activities, ensuring compliance with company policies, achieving sales targets, and maintaining customer relationships. Additionally, you will be responsible for team development, market analysis, and regular reporting to senior management. Key Responsibilities: - Manage and oversee operations within a specific geographical area - Supervise branch activities and ensure compliance with company policies - Achieve sales targets and maintain customer relationships - Develop teams, conduct market analysis, and report to senior manag...

Role Overview: As a Regional Business Development Leader at ET Money, you will be responsible for leading the corporate B2B2C business in your designated region. Your primary focus will be on acquiring and nurturing key partnerships to effectively distribute ET Money financial solutions to employee bases at scale. You will play a crucial role in 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. This senior leadership position demands strong business acumen, consultative enterprise selling skills, and end-to-end relationship ownership. Key Responsibilities: -...

As a Probationary Officer at Muthoot Group, you will be a part of our high financial branches team across designated locations. Muthoot Group is a well-established name in the financial services sector, known for providing a variety of products such as gold loans, personal loans, insurance, and wealth management services. Our commitment lies in ensuring customer satisfaction, encouraging innovation, and offering exceptional growth opportunities to our employees. Key Responsibilities: - Branch Operations Management: Ensure smooth operations at high-performing branches while maintaining compliance with internal policies and regulatory standards. - Customer Relationship Management: Build and nu...

Job Title: Team Leader Wealth Manager Department: Wealth Management & Lending Solutions Role Overview We are seeking a dynamic and experienced Team Leader – Wealth Manager to lead a high-performing team of wealth advisors. The ideal candidate will bring deep expertise in equity broking, investment advisory, and lending products including business loans, personal loans, and unsecured credit solutions. This role demands strategic leadership, client-centric advisory, and strong compliance orientation. Job Responsibilities Team Leadership & Performance Lead, mentor, and manage a team of 7–8 wealth managers to achieve individual and team targets Conduct regular performance reviews, training, and ...

Job Description Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain c...

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

Role Overview: You will be a team member of the Employee Compliance Department in Central Compliance, focusing on reviewing, approving, and monitoring employee activities related to Personal Account dealing Trading, Outside Business Interests, Private Investments, Employee Trade Surveillance, and Consequence Management for APAC, Americas, and EMEA regions. Your role is crucial in upholding ethical conduct, identifying regulatory solutions, and promoting a culture of Compliance within the Bank. Key Responsibilities: - Gain hands-on experience in various processes of Employee Compliance including Personal Account dealing Trading, Outside Business Interests, Private Investments, Employee Trade ...

Role Overview: As a Relationship Manager, your primary responsibility will be managing clients, acquiring new clients, and offering financial solutions pertaining to investments and broking. A successful candidate for this role should possess strong interpersonal skills, market knowledge, and the ability to analyze and advise on various investment options to assist clients in reaching their financial objectives. You will serve as the main point of contact for client queries and concerns, establishing and maintaining robust and lasting relationships with clients. Additionally, you will keep clients informed about new products, investment opportunities, and market updates. Key Responsibilities...

Role Overview: - As a Deputy Sales Manager focusing on Secured Business Loans (Micro LAP) in the Karimnagar area, specifically at CVRN Road, you will be responsible for managing a team of sales professionals to drive business growth and achieve sales targets. Your primary focus will be on promoting secured business loans to potential clients, ensuring that all required documentation is in order, and providing exceptional customer service throughout the loan process. Key Responsibilities: - Develop and implement sales strategies to expand the customer base and increase loan disbursements. - Ensure all required documentation is in order for secured business loans. - Provide exceptional custome...

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. - Building and nurturing strong relationships with high net worth clients - Understanding clients" financial goals and offering personalized solutions - Serving as a primary point of contact for clients, addressing inquiries promptly - Collaborating with the Sales team to identify new business opportu...

As a Money Coach at Lxme, you will play a crucial role in educating, inspiring, and supporting women to manage their finances effectively. Your responsibilities will include: - Hosting engaging presentations, live sessions, webinars, and events on various personal financial topics like investments, budgeting, insurance, debt, and tax planning. - Researching and developing financial content such as blogs, guides, and interactive tools to simplify complex concepts and facilitate effective financial planning. - Actively engaging with the LXME community by providing empathetic responses to queries and creating a supportive, problem-solving environment. - Staying updated on investment products, m...