4294 Financial Products Jobs - Page 7

We are looking for a customer-focused and experienced Senior Desk Officer (SDO) to support branch banking operations and deliver high-quality service to walk-in customers The SDO will play a key role in servicing clients across segments, resolving queries, and supporting the Service Officer as needed This role also involves non-transactional servicing, reconciliation, and cross-selling of ficial products Service walk-in customers across all segments, ensuring prompt and courteous assistanceGenerate leads for New-To-Bank (NTB) customers and actively cross-sell ficial productsAct as a backup to the Service Officer (SO) during peak hours or absencesHandle non-transactional servicing tasks such ...

The Acquisition Manager Business Banking is responsible for driving the growth of the deposit base and cross-selling ficial products to business banking customers This role involves managing branch operations, ensuring regulatory compliance, and achieving profitability targets The ideal candidate will have strong sales experience in retail liabilities, leadership capabilities, and a deep understanding of ficial markets and instruments Enhance the deposit pool by acquiring and managing business banking customers Drive cross-selling of non-deposit products including mutual funds, insurance, and other third-party offerings Generate fee income through effective product penetration and customer e...

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of ficial products This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint Conduct 100% field-based customer acquisition for Savings and Current Accounts throughCanopy and Umbrella activitiesCold callingReferrals and open market sourcingDrive cross-selling of ficial products such asLife Insurance (LI)General Insurance (GI)Systematic Investment Plans (SIP)Personal Loans (PL)Fixed Deposits (FD)Work within assigned geographical areas (mapped by pin code) t...

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of ficial products Drive enhancement of the deposit pool from existing and new customers Ensure high standards of customer service delivery across all touchpoints Promote and achieve cross-selling targets for non-deposit products Lead sales initiatives for Mutual Fund...

Senior UX Researcher job description tailored for a Venture, Innovation, UX, and Productization role at a Mashreq NeoVentures who aims to productise their applications for global B2B2C financial markets. Emphasis is on innovation, global scalability, and alignment with product strategy and venture thinking Senior UX Researcher Venture & Product Innovation Department Innovation, UX, and Productization Experience 8+ Years Industry Banking, Fintech, B2B SaaS Role Overview We are seeking a strategic and innovative Senior UX Researcher to lead user experience research in support of a global productisation strategy for the banks core digital assets. With a strong foundation in qualitative and quan...

As a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling ficial products, and ensuring high standards of service delivery across mapped branches This role involves managing productivity, compliance, and profitability while building strong relationships with corporate clients and internal stakeholders You will play a key role in promoting third-party products (TPPs) such as mutual funds and insurance, generating fee income, and ensuring regulatory compliance The position demands leadership, strategic thinking, and a hands-on approach to branch administration and customer engagement Drive enhance...

As a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling ficial products, and ensuring high standards of service delivery across mapped branches This role involves managing productivity, compliance, and profitability while building strong relationships with corporate clients and internal stakeholders You will play a key role in promoting third-party products (TPPs) such as mutual funds and insurance, generating fee income, and ensuring regulatory compliance The position demands leadership, strategic thinking, and a hands-on approach to branch administration and customer engagement Drive enhance...

As a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling ficial products, and ensuring high standards of service delivery across mapped branches This role involves managing productivity, compliance, and profitability while building strong relationships with corporate clients and internal stakeholders You will play a key role in promoting third-party products (TPPs) such as mutual funds and insurance, generating fee income, and ensuring regulatory compliance The position demands leadership, strategic thinking, and a hands-on approach to branch administration and customer engagement Drive enhance...

We are looking for a customer-focused and experienced Senior Desk Officer (SDO) to support branch banking operations and deliver high-quality service to walk-in customers. The SDO will play a key role in servicing clients across segments, resolving queries, and supporting the Service Officer as needed. This role also involves non-transactional servicing, reconciliation, and cross-selling of ficial products. Service walk-in customers across all segments, ensuring prompt and courteous assistanceGenerate leads for New-To-Bank (NTB) customers and actively cross-sell ficial productsAct as a backup to the Service Officer (SO) during peak hours or absencesHandle non-transactional servicing tasks su...

The Acquisition Manager Business Banking is responsible for driving the growth of the deposit base and cross-selling ficial products to business banking customers. This role involves managing branch operations, ensuring regulatory compliance, and achieving profitability targets. The ideal candidate will have strong sales experience in retail liabilities, leadership capabilities, and a deep understanding of ficial markets and instruments. Enhance the deposit pool by acquiring and managing business banking customers. Drive cross-selling of non-deposit products including mutual funds, insurance, and other third-party offerings. Generate fee income through effective product penetration and custo...

The Acquisition Manager Business Banking is responsible for driving the growth of the deposit base and cross-selling ficial products to business banking customers. This role involves managing branch operations, ensuring regulatory compliance, and achieving profitability targets. The ideal candidate will have strong sales experience in retail liabilities, leadership capabilities, and a deep understanding of ficial markets and instruments. Enhance the deposit pool by acquiring and managing business banking customers. Drive cross-selling of non-deposit products including mutual funds, insurance, and other third-party offerings. Generate fee income through effective product penetration and custo...

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of ficial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint. Conduct 100% field-based customer acquisition for Savings and Current Accounts throughCanopy and Umbrella activitiesCold callingReferrals and open market sourcingDrive cross-selling of ficial products such asLife Insurance (LI)General Insurance (GI)Systematic Investment Plans (SIP)Personal Loans (PL)Fixed Deposits (FD)Work within assigned geographical areas (mapped by pin code)...

As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of ficial products. This is a high-energy, field-based role focused on building relationships, achieving sales targets, and expanding the bank s digital footprint. Conduct 100% field-based customer acquisition for Savings and Current Accounts throughCanopy and Umbrella activitiesCold callingReferrals and open market sourcingDrive cross-selling of ficial products such asLife Insurance (LI)General Insurance (GI)Systematic Investment Plans (SIP)Personal Loans (PL)Fixed Deposits (FD)Work within assigned geographical areas (mapped by pin code)...

At Kotak Mahindra Bank Ltd, we are seeking a talented Relationship Manager to join our startups business unit within Wholesale Banking. This role is crucial in building and maintaining strong relationships with companies in the turnover range of Rs 500 to Rs 1500 crs. The Relationship Manager will be the primary point of contact for these clients, offering customized financial solutions and ensuring their business needs are met. Bachelors degree in Business, Finance, or a related field. Minimum 5 years of experience in relationship management, preferably in the banking or financial services industry. Strong knowledge of financial products and services, especially those relevant to Startups. ...

Job Description This role, part of the Digital Intelligence team, offers opportunity in the ficial services industry by developing impactful Machine Learning solutions As a Data Scientist Lead within the team at JPMorgan, you will collaborate with all lines of business and functions to deliver software solutions. You will have opportunity to research, experiment, develop, and productionize high-quality machine learning models, services, and platforms to make a significant business impact. You will also design and implement highly scalable and reliable data processing pipelines and perform analysis and insights to promote and optimize business results. Job responsibilities Design, deploy and ...

Company Description SMIFS Limited, established in 1993, is promoted by Mr. Rahul Kayan and guided by Mr. Ajay Kayan & Mr. Utsav Parekh. The company provides comprehensive financial services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, Depository & Repository, and Distribution (Mutual Fund, IPOs, FPOs). With a pan India presence, SMIFS Limited excels in Research & Advisory Services, primarily serving Institutional & Ultra HNI Clients through a dedicated team of professional analysts. The company's core values revolve around Legacy, Growth, and Trust. Role Description This is a full-time on-site role for RM/SR. RM/TL...

This job is provided by apna.co Building a team of business associates or financial advisors to achieve our Business target of financial products like FDs, life Insurance, health insurance, mutual funds etc

**Job Description:** **Role Overview:** As a Telemarketer at Capital Fincorp Advisory (CFA) in Chennai, your primary responsibility will be to make outbound calls to potential clients, schedule appointments, provide customer service, and support sales efforts. You will be required to have a good understanding of the financial products and services offered by CFA, reach out to potential clients, respond to inquiries, and maintain detailed records of all customer interactions. **Key Responsibilities:** - Make outbound calls to potential clients - Schedule appointments with clients - Provide excellent customer service - Assist with sales efforts - Understand and promote financial products and s...

As an Automation Developer within the Intelligent Automation (IA) team at Citco, your role will involve developing and implementing automated solutions to streamline and digitize operational processes. You will collaborate closely with process owners and business unit representatives to drive significant efficiency and cost savings for Citco. **Responsibilities:** - Understand business requirements, user stories, acceptance criteria, and software documentation - Assess candidate business processes for transformation and/or automation - Brainstorm solutions with business SMEs and technical team, assessing feasibility - Create and review solution design documents articulating as-is and to-be s...

Job Description: You will be responsible for leading a telesales team that focuses on selling financial products from various banks and NBFCs. Your role will include setting and achieving targets, as well as managing and motivating your team to meet their goals effectively. Key Responsibilities: - Lead and supervise a team of telesales agents - Set sales targets and ensure they are met on a regular basis - Provide guidance, training, and support to team members to help them improve their performance - Monitor team performance and provide regular feedback to help them achieve their targets - Handle escalated customer issues and ensure they are resolved in a timely manner - Collaborate with ot...

As a Lead Expert - Market Risk in the investment banking sector located in Bengaluru, your role will be crucial in ensuring the accuracy of daily P&L reporting, risk certification, and control processes for various asset classes such as Equities, Vanilla & Exotic Derivatives, and Hybrid Desks. **Key Responsibilities:** - Daily production of P&L for asset classes including Equities, Vanilla & Exotics, Hybrid Desks. - Reporting and analyzing daily risk attributed P&L, providing commentary on key drivers. - Conducting daily analysis and substantiation of new trading activity for reporting. - Discussing Daily P&L with the Trading Desk and obtaining their approval. - Ensuring accurate and timely ...

Job Description: As a Sales Staff at our company located in Kapurthala, your main responsibility will be to engage with customers, promote financial products, meet sales targets, and provide excellent customer service. You will be expected to possess excellent communication and interpersonal skills, strong sales and negotiation skills, and a customer service orientation. Additionally, you should have the ability to work in a fast-paced environment and knowledge of financial products and services. Previous experience in sales or customer service is a plus, and a Bachelor's degree in Business Administration or a related field is required. Key Responsibilities: - Engage with customers to promot...

IndiaMART is India's largest online B2B marketplace, connecting buyers with suppliers. With a 60% market share of the online B2B Classified space in India, the channel focuses on providing a 360-degree solution to Small & Medium Enterprises (SMEs), Large Enterprises as well as individuals. Founded in 1999, the company's mission is to make doing business easy and is trusted with 138 mn+ buyers, 67 mn+ sellers, and has 76 mn+ products & services on its platform leading to 50 mn+ business enquiries every month. **Key Responsibilities:** - Offering a diverse suite of asset-backed financial products via partnerships with banks, NBFCs, and fintech lenders. - Providing curated options tailored to M...

You will be working as a Business Development Specialist at Drip Capital, a company that is revolutionizing cross-border trade financing for SMEs. Your role will involve driving customer acquisition in new markets, pioneering financial products, and developing a growth strategy. You will need to leverage your strong sales background, problem-solving skills, and analytical thinking to engage with new business customers effectively. - Responsible for driving sales through new accounts with a focus on outbound and inbound leads in the US market - Develop and execute account plans, including account qualification, mapping, and delivering product presentations - Identify customers" business objec...

As an Associate Analyst/ Analyst in the Independence - Risk Management Services team at EY, your role involves conducting research and executing global Independence processes aligned with EY Global (EYG) policies to safeguard EY's independence. Your responsibilities include monitoring professionals" financial relationships, identifying and reporting potential conflicts of interest with audit clients, and providing support to EY professionals on various Independence-related topics. **Key Responsibilities:** - Develop a working knowledge of Personal Independence concepts such as financial interests, family relations, and business relationships - Execute procedures outlined in EYG Independence ...