5428 Financial Products Jobs - Page 5

Company Description TAY Advisors is committed to being your lifelong partner in achieving financial success, providing tailored solutions to meet a diverse range of financial needs. Our services include Working Capital, Project Finance, Construction Finance, Machinery Loan, Capital Subsidy, Stress Funding, Corporate Restructuring, CGTMSE Scheme, and Trade Finance solutions. By offering a clear path to achieve financial goals, we aim to eliminate financial uncertainties and support clients in every phase of their journey. We are driven by a mission to provide expert financial guidance and create long-term value for our clients. Role Description This is a full-time job opportunity located at V...

Candidate needs to have 1 year banking sales experience Candidate needs to be comfortable For Client Meetings in field. Candidate needs to have two-wheeler Interested candidates can call/whatsapp CV to HR MANSI-859558162

The candidate should be Responsible for sourcing, processing, and closing housing loan cases while maintaining strong customer and channel partner relationship. For more details contact at- 8130270344

Candidates should have experience in Housing loans/ Mortgage sales, role involving client handling, loan processing, documentation & coordination. For more details interested candidates may contact - 8130270344 Perks and benefits Incentives+ travel allowance as per company policy

As an experienced professional in product, business development, or partnerships within the vehicle financing, fintech, NBFC, or banking industry, ideally in electric mobility or commercial vehicle financing, you are required to have the following skills and competencies: - Proven ability to conceptualise, launch, and scale financial products in a dynamic, fast-growth environment. - Strong network within NBFCs, banks, or fintech ecosystem, especially in North and East India. - Deep understanding of risk, underwriting, and compliance frameworks in vehicle or consumer financing. - Excellent negotiation, stakeholder management, and communication skills. - Entrepreneurial spirit - hands-on, solu...

As a financial products and stock market enthusiast, your responsibilities in this on-site role at Netaji Subhash Place, Pitampura, Delhi will include analyzing various financial and investment products, including mutual funds, insurance products, and other financial investment products. You will be deeply understanding mutual funds and evaluating their past performance. Additionally, you will be conducting research on identified shares, profiling client risk, and working on investment and trading strategies. It will be your duty to backtest the returns/results of the strategies, develop hedging strategies, futures, and options strategies, meet clients to raise awareness about financial prod...

Job Description: As one of the world's leading asset managers, Invesco offers a challenging work environment with smart colleagues and a global employer with a social conscience. By providing distinctive investment management capabilities, Invesco delivers a wide range of investment strategies and vehicles to clients worldwide, aiming to help investors achieve their financial objectives. Key Responsibilities: - Conduct daily reviews of alerts triggered for Market Abuse modules within the Surveillance tool. - Research and document detailed notes on resolutions related to Portfolio managers' trading activities. - Review Best execution activities, meeting logs, and perform ecomm surveillance to...

Role Overview: As a High Net Worth Relationship Manager, your role will involve managing and enhancing customer relationships with HNI clients. You will be responsible for deepening existing relationships by offering tailored banking and investment solutions to meet customer needs. Key Responsibilities: - Manage and grow relationships with high-net-worth customers. - Provide personalized financial solutions and advisory services. - Drive sales of banking, investment, and insurance products. - Ensure compliance with bank policies and regulatory requirements. - Deliver excellent customer service to enhance loyalty and retention. Qualifications: - Graduate/Postgraduate with 2-5 years of banking...

As a Freelance Finance & Investment Banking Trainer, your primary responsibility will be to deliver comprehensive training programs in various finance areas such as Accounting, Financial Planning & Analysis, Investment Banking, Corporate Finance, Financial Markets, Financial Modelling, and Taxation. Your role is crucial in upskilling students and preparing them for careers in finance and capital markets. Key Responsibilities: - Conduct engaging and practical training sessions across multiple finance domains. - Deliver modules covering Principles of Accounting, Financial Statements & Excel Proficiency, Working Capital Management (O2C & P2P), Taxation (Direct & Indirect) and Auditing, Budgetin...

Job Specifications Role Designation: Cluster Manager-Investment Products Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head Location: Ahmedabad Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Manage, build and drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Share...

Key Responsibilities Content Creation Create Instagram Reels, carousels, and static posts aligned with the 1% Club brand Write strong hooks, captions, and CTAs that drive engagement Convert finance and career ideas into simple, relatable content Repurpose long-form content into short-form clips Instagram Management Own the Instagram content calendar and posting schedule Track trends, audios, formats, and adapt them to our niche Engage with comments, DMs, and community feedback Growth & Optimization Analyze performance metrics like reach, watch time, saves, and shares Continuously improve content based on insights Experiment with formats, storytelling styles, and thumbnails Collaboration Work...

Key Responsibilities: Act as the key liaison between advisors and insurance partners to ensure seamless operations . Assist advisors and clients with policy issuance , endorsements , and renewals . Ensure faster TAT (Turnaround Time) for policy issuance by proactively coordinating , tracking , and following up with all stakeholders. Monitor and resolve bottlenecks in the issuance process to minimize delays. Update and maintain records in CRM systems while ensuring compliance with regulatory guidelines . Provide responsive support to advisors and clients by addressing queries and service requests effectively. Support clients with post-sales service , including endorsements, refunds, and clari...

Job Title Sales Trainer - Capital Markets We are looking for a high-energy professional with strong knowledge of capital markets and a passion for training and capability building. The role involves creating high-quality content on investment and capital markets and delivering impactful training sessions to frontline sales teams. Key responsibilities Design, develop and update training modules on capital markets, investment products, market fundamentals, and sales application of these concepts. Create engaging content such as presentations, playbooks, micro-learning videos, quizzes and case studies. Simplify complex financial concepts for easy understanding of new and experienced sales profe...

Hiring | RM Head AVP Team role( To Handle RMs) Bangalore ( LEading Bank) Location: Bangalore CTC: Up to 18 LPA A leading private sector bank is hiring a Wealth Head – AVP to lead and manage a Wealth Management team and drive business growth. Role Highlights: Lead & manage a team of Wealth / Relationship Managers Handle high-value (HNI) client relationships Drive sales, cross-sell & revenue growth Monitor team performance & KPIs Ensure compliance, risk management & internal controls Desired Candidate: Currently managing a Wealth Management /Retails Branch Banking. Banking background mandatory Strong leadership & client management skills Interested candidates may connect or share their profile...

A sales associate will be to meet with prospective buyers and assist them in making their purchasing decisions. he will accomplish this by identifying their needs and their wants and then matching them with the solution that best Required Candidate profile Contribute to dealership sales data by filling out standard reports.Old call prospective buyers to generate new business when necessary.Routinely follow up with buyers to ensure continued satisfaction

A Branch Manager at Finovest Group is responsible for overseeing the daily operations of a branch office, ensuring adherence to company policies, and driving business growth Key responsibilities include: Team Leadership: Manage, train, and motivate branch staff to achieve performance targets and deliver exceptional customer service. Operational Oversight: Ensure efficient branch operations, including compliance with regulatory requirements and internal procedures. Business Development: Identify and pursue opportunities to expand the client base, enhance revenue streams, and promote Finovest Group's financial products and services. Financial Management: Monitor branch financial performance, p...

We are looking for high energy, young professionals who are passionate about training delivery and development of young sales professionals. Key responsibilities Plan monthly training needs as per the business requirement of the assigned channel/geography Announce training schedules weekly/monthly in conjunction with Top City / Growth Market head Conduct sales training programs for the various distribution channels Conduct training sessions to drive various KPIs of assigned channel; e.g. new advisor training (Safalya), activation, productivity, specified person (SP) certification, campaign based training etc. Drive training program on various sales pitches, opening & closing of sales call an...

Be the first point of contact between customers and the dealership.Demonstrate features and options on all vehicles in inventory.Answer basic questions about financing and other optional financial products.Promote the company’s service and finance.

Risk Consulting MENA FS Risk Operational Risk Management - Senior Consultant Description EY GDS Risk Consulting is a unique, industry-focused business unit that provides a broad range of integrated services that leverage deep industry experience with strong functional capability and product knowledge. MENA risk consulting practice provides integrated consulting services to financial institutions and other capital markets participants, including commercial banks, investment banks. About the Role As a Senior Consultant in our Financial Services Risk team, you will be responsible for assisting clients with issues of risk management (i.e., including Board and management oversight, risk culture, ...

LevelSAP FPSL Senior consultant Experience3-5 years Job purpose- SAP Consultant who can drive the Functional/technical aspects for the successful delivery of Financial Products Subledger (FPSL) implementation projects based on SAP HANA About The Role - As a consultant, Need to assess, design and develop a working SAP FPSL solution for our global clients. Business Requirements Management on the accounting standards (IFRS17 and IFRS9). Translate functional requirements into solution design Design of functional and technical concepts in financial subledger accounting (SAP FP-SL) Data modelling, ETL, Training and Knowledge transfer Interact and communicate with the Onshore Process leads and in s...

Business Consulting Axiom Developer JD PositionSenior Responsibilities: Work as Senior on multiple clients as a part of regulatory reporting implementation team. Work on the technical aspect of the project, perform coding, Unit Testing, SIT, UAT Etc. Working with Business and Technology stakeholders, supporting Production implementation. Support the production rollout and help support team. Develop reports based on specifications. Debug/modify the source code based on specifications. Provide support in production issues. Ensure SDLC process compliance. Should be able to Lead the team and guide other team members. Requirements: 4 to 7 years of overall experience in Finance industry with minim...

ndBusiness Consulting Axiom Developer Position Senior Responsibilities: Work as Senior on multiple clients as a part of regulatory reporting implementation team. Work on the technical aspect of the project, perform coding, Unit Testing, SIT, UAT Etc. Working with Business and Technology stakeholders, supporting Production implementation. Support the production rollout and help support team. Develop reports based on specifications. Debug/modify the source code based on specifications. Provide support in production issues. Ensure SDLC process compliance. Should be able to Lead the team and guide other team members. Requirements 4 to 7 years of overall experience in Finance industry with minimu...

ndBusiness Consulting Axiom Developer PositionSenior Responsibilities: Work as Senior on multiple clients as a part of regulatory reporting implementation team. Work on the technical aspect of the project, perform coding, Unit Testing, SIT, UAT Etc. Working with Business and Technology stakeholders, supporting Production implementation. Support the production rollout and help support team. Develop reports based on specifications. Debug/modify the source code based on specifications. Provide support in production issues. Ensure SDLC process compliance. Should be able to Lead the team and guide other team members. Requirements: 4 to 7 years of overall experience in Finance industry with minimu...

ndBusiness Consulting Axiom Developer Position Senior Responsibilities: Work as Senior on multiple clients as a part of regulatory reporting implementation team. Work on the technical aspect of the project, perform coding, Unit Testing, SIT, UAT Etc. Working with Business and Technology stakeholders, supporting Production implementation. Support the production rollout and help support team. Develop reports based on specifications. Debug/modify the source code based on specifications. Provide support in production issues. Ensure SDLC process compliance. Should be able to Lead the team and guide other team members. Requirements: 4 to 7 years of overall experience in Finance industry with minim...

The opportunity Risk Management Services (RMS) is an internal function within EY GDS (Global Delivery services), responsible for protecting the organization from the risks that may arise from its professional practice. We work closely with all parts of the organization to identify and manage risks, providing coordinated advice and assistance on suite of services like Independence, Conflicts, Compliance, regulatory, policy and security issues as well as dealing with claims and queries regarding ethics. Formed in 2007, the RMS team is growing rapidly as a Center of Excellence for all standardized quality/compliance related activities. This opportunity will be part of the largest sub-service fu...