3089 Financial Products Jobs - Page 5

As a Business Loan Sales Head in the Assistant Manager category, your role involves leading and managing the business loan sales team to achieve monthly and annual targets. You will be responsible for developing strategies to increase customer acquisition and loan disbursement, as well as building and maintaining strong relationships with SMEs, corporates, and business clients. Additionally, you will identify potential business opportunities through market research and networking. It will be your responsibility to guide and train sales officers/relationship managers for effective lead generation and conversion. You will also need to coordinate with credit and operations teams for smooth loan...

As a Sales Officer at a Mutual Fund company, your role involves identifying and generating new sales leads through various methods such as networking, cold calling, and other sales tactics. You will be expected to meet or exceed set sales goals and quotas regularly. Developing and implementing sales plans to achieve the company's short-term and long-term sales objectives will be crucial to your success in this role. Key Responsibilities: - Identify and generate new sales leads through networking, cold calling, and other sales tactics. - Meet or exceed set sales goals and quotas on a regular basis. - Develop and implement sales plans to meet the company's short-term and long-term sales goals....

As a Finance Consultant specializing in loans and financial services, you will leverage your industry expertise to identify and secure new business opportunities, build and maintain strategic relationships with clients, and contribute to the company's growth objectives. Your role will involve working closely with our sales, underwriting, and product development teams to enhance our service offerings and drive revenue. Key Responsibilities: - Conduct Research: Gather and analyze information about clients" industries, businesses, and challenges. - Engage with Clients: Initiate discussions to understand client requirements, goals, and pain points. - Strategy Creation: Design effective sales str...

Position: Intercompany Controller Experience: 1.5 Years - 4.5 Years Notice Period: Immediate Joiners only Location: Mumbai (Apply if you are in western line) Interested candidates can apply to the given Email ID: greeshma.t@twsol.com Job Description: Daily / Weekly Responsibilities: o Infrastructure set-up for the funding renovation initiative. o Preparation/review of daily controls and remediation of breaks / issues o Preparation and submission of daily unsecured funding loan balance reporting o Validation and sign-off of daily P/L and currency hedging o Escalation of significant issues and proposed resolutions • Monthly / Quarterly Responsibilities: o Prepare month end journals o Prepare m...

Roles and responsibility Engaging with Premium merchants like portfolio tracking, merchant communication, and ensuring service is delivered in assigned areas for assigned merchants. Meeting sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products Ensuring product penetration along with revenue growth. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant's grievances and ensure its resolved on time. Plan and execution of day-to-day activities along with the team and Review teams deliverables. Gathering consistent feedback from the market for existin...

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 sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products ensuring product penetration along with revenue growth. 3. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant''s grievances and ensure its resolved on time. 4. Plan and execution of day-to-day activities along with the team and review teams deliverables. 5. Gathering consistent feedback from th...

About Team : QR is one of Paytms 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 sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products ensuring product penetration along with revenue growth. 3. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant''s grievances and ensure its resolved o...

Engaging with Premium merchants like portfolio tracking, merchant communication, and ensuring service is delivered in assigned areas for assigned merchants. Meeting sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products Ensuring product penetration along with revenue growth. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant''s grievances and ensure its resolved on time. Plan and execution of day-to-day activities along with the team and Review teams deliverables. Gathering consistent feedback from the market for existing offerings and insights...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Finastra Fusion Loan IQ Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Analyst, you will analyze an organization and design its processes and systems, assessing the business model and its integration with technology. You wi...

About The Role 10281 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management" Managing PL of the Region and Building up Market Share Owning and Establishing Tata Capital Wealth Management Brand for the regions Recruitment, Nurturing talent,Hand Holding Reviewing teams performance for optimisation of revenues Co Owning clients of the team Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of various...

About The Role 11493 Key Objective of the Job: Achieving business targets as laid down by acquiring new client relationships through the multiple Digital journeys. Proactively understanding customer needs and cross- selling multiple products as per the requirements Should adhere to all policies and guidelines for updating leads as well as closures along with all the best practices that are put in place by the Business team. Execute all activities / campaigns as planned by the respective Digital Sales Manager Displaying customer centricity by executing all customer interface processes within defined timelines. Collaboration with various internal / external teams (Contact Center, Internal Busi...

Looking to build your career in customer support and client servicing within the financial services industry Were seeking a proactive and customer-focused professional to join our Membership (Customer Support) team. Qualification: Diploma / Graduate in Commerce, Finance, Business Management, or IT Experience: 23 years in customer support / client servicing (banking, insurance, mutual funds preferred) Key Responsibilities Handle customer queries via phone and email; ensure resolution within TAT. Coordinate with internal teams for query resolution and escalate issues when needed. Perform system testing of customer support software, including upgrades. Prepare and maintain MIS and data reports ...

Who we are : Money. A subject thats always on our mind. We go through a rollercoaster of emotions when it comes to money. Thats why at Jupiter, our mission is to enable people to improve their relationship with money. We are a financial services platform that leverages technology to offer our customers seamless and user-friendly products related to banking, loans, and investments. So whether its a savings account, credit cards, investment and payments, it&aposs all on Jupiter. We also help users cut through the banking jargons, offer smart insights based on spending and provide users with a range of new age features to enable and make sense of their finances. Our journey so far: Jupiter was ...

Business Consulting- Business Analyst with Data analyst ,Wealth Management We are currently seeking a Business Consulting- Business Analyst with Data analyst ,Wealth Management to join our team in Pune, Mahrshtra (IN-MH), India (IN). Primary skills: Domain-Capital Markets-Wealth Management is mandatory Responsibilities: Data Analysis and Reporting: Analyzing client data, investment portfolios, and financial performance to identify trends, opportunities, and areas for improvement. Financial Modeling: Developing and maintaining financial models for wealth management strategies, including asset allocation, risk analysis, and performance projections. Requirement Gathering: Collaborating with sta...

At the core of its operations, Interactive Brokers maintains a massive global database of stocks, commodities, financial contracts, exchanges and trading rules. This data drives all brokerage and proprietary trading systems. The database is structured and maintained by experienced programmers and refreshes automatically with daily uploads from hundreds of sources. Reference Database Operators are content experts. They constantly learn on the job, communicate with data users throughout the company, and maintain contacts at external sources. Daily, they work with developers to improve and design new data-handling procedures. Responsibilities: Answer company-wide questions about the datas natur...

At the core of its operations, Interactive Brokers maintains a massive global database of stocks, commodities, financial contracts, exchanges and trading rules. This data drives all brokerage and proprietary trading systems. The database is structured and maintained by experienced programmers and refreshes automatically with daily uploads from hundreds of sources. Reference Database Operators are content experts. They constantly learn on the job, communicate with data users throughout the company, and maintain contacts at external sources. Daily, they work with developers to improve and design new data-handling procedures. Responsibilities: Answer company-wide questions about the datas natur...

Interactive Brokers, India is looking for professionals having experience in international BPO with strong communication abilities Job Responsibility Respond to retail and professional clients inquiries via inbound calls, email, and online chat Obtain a thorough knowledge of products offered by IB on various global exchanges Assist clients with opening and funding accounts Show clients how to use different features of the Trader Workstation Explain margin requirements to clients Investigate trade issues and order executions Knowledge of securities regulations impact on customers Qualifications Experience: 2+ years of Client services experience in the International BPO industry Education: Uni...

As a Calypso Analyst Developer at our company, your role will involve customizing and enhancing the Calypso platform for Global Markets, with a special focus on APAC operations. You will play a crucial part in building custom features, enhancing performance, and supporting key processes related to trading and risk management. **Key Responsibilities:** - Develop custom enhancements and features within the Calypso platform. - Implement unit tests and automated regression tests to ensure stability. - Participate in performance optimization campaigns. - Collaborate with business users and analysts to translate requirements into solutions. - Deliver new functionality to support trade lifecycle, s...

As a Lead Corporate Sales at our company, your role involves driving the regional charter for our growing B2B2C business. Your responsibilities will include acquiring and managing corporate partnerships, acting as a trusted advisor to senior HR, Finance, and Rewards stakeholders, and enabling organizations to offer impactful financial solutions to employees. Your focus will be on driving employee engagement, adoption, and sustained business growth. Key Responsibilities: - Identify, reach out to, and onboard new corporate accounts. - Pitch our suite of financial wellness products as part of their employee benefits program. - Establish strong relationships with HR, Admin, Rewards, and Finance ...

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. A...

Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.

We are currently seeking a Calypso Technical SME to join our team in Bangalore, Karntaka (IN-KA), India (IN). Qualifications, Skills, and Experience Experience: 5-8 years Proven strong experience in Calypso implementation /development Hands-on experience troubleshooting complex issues within Calypso and related environments. Strong experience supporting a diverse range of financial products, including IR and CR Derivatives, TRS, Equities, Fixed Income, FX products. Strong experience with production, test, and development environments, including batch processing and job monitoring. Technical Skills: Advanced Calypso troubleshooting skills Trading Systems & Data Integration: Strong experience ...

Financial Sales Consultant | Across Tamil Nadu | Immediate Joiners Job Description : We are hiring Sales-Driven Financial Consultants to promote investment products like Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory Role & responsibilities Promote and sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly to clients Maintain regular client contact via calls and meetings Update clients on market trends, new schemes, IPOs, NFOs Assist clients with investment applications and ...

This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals who tackle unique technical challenges at scale and solve them as a team. Together, we deliver innovative and ethical solutions that help businesses achieve their ambitions faster. Java Software Engineer Since building our platform from scratch,...

Products/ Services: Lockers, Deposits, Mutual Funds Responsible for the overall sales and operational function of the branch Manage team to build sales / operational functional excellence Handholding, mentoring and coaching for performance Plan and execute activities to promote products and services to acquire clients Engage client relationship to enhance stickiness thus creating opportunities for up sell and cross sell. Achieve product and revenue mix as will be decided my Management from time to time. Ensure promptness in handling MIS including escalations relating to sales activities and documentation Track and Manage performance of sales and back end staff Adhere to rules and regulations...