5445 Financial Products Jobs - Page 6

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...

PositionManager Responsibilities Understand the intricacies of Funds and Fund-of-Fund investment operations and financial statement reporting preferably Private Equity funds Define new procedures and controls to enhance the overall operational risk process Drive high-quality work products within expected timeframes and budget Ability to execute detailed procedures based on knowledge of fund controllership, investment books and records, and/or financial reporting processes Perform critical accounting activities, including capital calls, valuations, and transaction processing Identify, evaluate, and suggest new technology opportunities that is value-driven for platform enablement Facilitate an...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose the relentless pursuit of a world that works better for people we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Management Trainee, Wealth Management-Asset Transitions and Security Pricing Location :- Pune & Bangalore In this r...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address 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 Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address 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 Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address 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 Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

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 team s 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 Investment products....

Client Identification & Sourcing: Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer Strong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline. Understand clients' financial goals, challenges, and opportunities. Client Relationship Management: Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment. Identify new business opportunities and revenue streams within the corporate finance sector. Expand the client base and promote financial products and services including cross sell of products. Deal Structuring: Collaborate with clients to str...

Client Identification & Sourcing: Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer Strong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline. Understand clients' financial goals, challenges, and opportunities. Client Relationship Management: Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment. Identify new business opportunities and revenue streams within the corporate finance sector. Expand the client base and promote financial products and services including cross sell of products. Deal Structuring: Collaborate with clients to str...