5445 Financial Products Jobs - Page 7

Job Purpose The objective of the role is to manage and strengthen client relationships, identify business opportunities, and provide financial solutions to corporate clients. You will work closely with clients to understand their financial needs, structure deals, and contribute to the growth and profitability of the business. Main Accountabilities Client Acquisition: Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment. Understand clients' financial goals, challenges, and opportu...

Job Purpose The objective of the role is to manage and strengthen client relationships, identify business opportunities, and provide financial solutions to corporate clients. You will work closely with clients to understand their financial needs, structure deals, and contribute to the growth and profitability of the business. Main Accountabilities Client Acquisition: Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment. Understand clients' financial goals, challenges, and opportu...

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 customer profitab...

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 customer profitab...

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 Business teams, Aggregato...

Dear Applicants! Greetings from Teamware Solutions Position: Asset Transfer & Settlements Experience: 1-4 Years Notice Period: Immediate Joiners Location: Bangalore (Apply if you are in Bangalore) KEY RESPONSIBILITIES : 1. The team has diverse responsibilities, including but not limited to: 2. Processing of asset transfer requests (Payments / Receipts) from the business 3. Liaise with business to clarify any discrepancies. 4. Work with authorizes to ensure asset transfer requests are processed in a timely manner. 5. Liaise with the various departments to resolve any issues that may affect the timely settlement of the asset transfers. 6. Processing of journals 7. Escalate any risk issues to m...

ANUJ IMF Pvt. Ltd. is hiring passionate, sales-driven professionals for WFH / Freelance roles in Bank Loans & Mutual Funds. Build your own team, unlock your true potential, and earn industry-best commissions from direct sales and team performance. Perks and benefits One Platform. Multiple Incomes. Unlimited Growth.

As a candidate for the role at EY, you will have the opportunity to develop a career tailored to your unique talents and ambitions. With the global reach, support network, inclusive environment, and advanced technology offered at EY, you can strive to become the best version of yourself while contributing to creating a better working world for everyone. Key Responsibilities: - Demonstrate a profound understanding of financial products, supported by strong technical expertise and industry knowledge. - Take the lead on various aspects of both large-scale and smaller client engagements, ensuring the consistent delivery of high-quality client services. - Stay abreast of market trends and client ...

As an Analyst in the Technology, Media & Telecommunications (TMT) sector within the Business Consulting Risk team at EY, you will be based in Hyderabad and play a crucial role in the Risk - Process & Controls practice. The TMT industry is dynamic, offering opportunities for growth and transformation, along with challenges related to competitiveness and agile strategy implementation. - Demonstrate technical excellence by understanding systems delivery lifecycles and methodologies - Possess in-depth knowledge of business processes, financial products, market risk management, and regulatory requirements To qualify for this role, you should have: - Bachelor's degree in Commerce, Management, Acco...

As a Relationship Manager at our company, your role involves originating New to Bank (NTB) prospects through direct sourcing and open market channels. You will be responsible for acquiring customers and taking their proposals up to the stage of disbursement. Meeting existing customers to generate business opportunities and revenue will also be a key part of your responsibilities. Key Responsibilities: - Catering to businesses with turnovers ranging from Rs 100 to 500 crores in Emerging Business, Rs 500 to 1000 crores in Mid Corporate, and Rs 1000 crores & above in Large Corp. You will provide various working capital facilities such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, L...

As a potential candidate, you will be responsible for performing the following tasks under the guidance and direction of the Supervisor/Manager: - Identify potential customers for business with the help of Supervisor/Manager - Collect documents from customers and validate them according to organization norms - Log the case in the system as per SOP and follow the process for disbursement - Fulfill the sanction ratio as per organizational requirements - Meet customer requirements and cross-sell multiple products under the guidance of Supervisor/Manager - Empanel new vendors and develop relationships with them with the help of Manager/Supervisor - Ensure compliance with all Audit/RBI regulation...

As a Used-Vehicle Loan Manager at Bharatcred Advisory Private Limited, your main responsibility will be to oversee the end-to-end loan process related to used vehicles. This includes managing customer interactions, loan approvals, risk analysis, and relationship management. Additionally, you will be tasked with identifying potential clients, collaborating with financial institutions, ensuring compliance with lending policies, and achieving loan disbursement targets. Your role will also involve regular reporting, monitoring portfolio performance, and providing exceptional customer support. Key Responsibilities: - Oversee the end-to-end loan process for used vehicles - Manage customer interact...

As a Key Account Manager in the Corporate Sales Role, you will be leading the regional charter for the Corporate B2B2C business. Your primary responsibility will be to acquire and nurture key partnerships to distribute financial solutions at scale to employee bases. Acting as a trusted advisor, you will engage with senior stakeholders in HR, Finance, and Rewards functions to enable organizations to provide meaningful wealth and investment benefits to their employees. Your role will involve driving deep penetration through employee awareness, engagement, and sustained usage. This senior position requires strong business acumen, consultative enterprise selling skills, and end-to-end relationsh...

Company Description FUNDSMART FINSERV PVT LTD is a professionally managed AMFI Registered Mutual Fund Distribution Company specializing in mutual funds, insurance, tax planning, fixed deposits, loans, and other financial services. With extensive industry expertise, FUNDSMART offers personalized financial guidance to help clients achieve their investment goals, whether for retirement, education, or wealth growth. The company is dedicated to bridging the gap between investors and financial organizations while being a one-stop solution for clients investment and financial needs. Located in Pune, FUNDSMART is committed to empowering individuals and businesses to achieve financial success through...

Products/ Services : Lockers, Deposits, Mutual Funds, Insurance Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. ...

Company Description WC Securities Pvt. Ltd. is a well-established financial services firm with 22 years of expertise in financial planning, investment advisory, and share trading activities. Currently managing over Rs. 1,500 crores of clients assets, our team of certified professionals, led by CA CFP Mukesh Gupta, is dedicated to providing client-centric solutions tailored to unique financial goals and needs. We specialize in retirement planning, investment strategies, estate planning, and tax advisory services, ensuring that our clients achieve financial stability and long-term success. Our product offerings include mutual funds, SIP investments, insurance advisory, and fixed-income product...

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Senior Associate - Independence - Risk Management Services This role requires the candidate to execute globally defined processes built in accordance with the EY Global (EYG) Independence policies aimed towards safeguarding EY as an Independent auditor. These processes are designed to safeguard EY's independence by performing testing procedures on EY professionals to ensure adherence to the firm's personal independence policies. The candidate will be responsible f...

Candidate should Interested in field sales. Direct customer service and sales to existing Customers through relationship building.Existing Customer database provided by company Should Have Bike and License. Candidates Can Call @HR Neeta 8077308341

MSCI Inc. is looking for Data Engineer to join our team Roles and Responsibility Design, develop, and implement data pipelines and architectures. Collaborate with cross-functional teams to identify and prioritize project requirements. Develop and maintain large-scale data systems and databases. Ensure data quality, integrity, and security. Optimize data processing and analysis workflows. Stay updated with industry trends and emerging technologies. Job Requirements Strong understanding of data structures, algorithms, and software design patterns. Experience with big data technologies such as Hadoop, Spark, and NoSQL databases. Proficiency in programming languages like Java, Python, or Scala. ...

, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard The four LEAD behaviours are L Listen and be authentic, E Energise and inspire, A Align across the enterprise, D Develop others OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes C...

Company Description Centricity WealthTech, established in January 2022, empowers finance and investment professionals to build independent practices through a robust SaaS-based investment management platform. The platform offers comprehensive digital transactional capabilities and a diverse product suite, tailored to meet client needs. Centricity focuses on delivering a stable and consistent family office experience for investors across emerging affluent, affluent, and high-net-worth categories. With a boutique approach and institutional expertise, Centricity is dedicated to client-focused solutions and innovation in wealth management. Role Description This full-time on-site role, based in C...

Job Details: Role: Senior Analyst – Confirmations | Full-time (FT) | Financial Markets| Location: Mumbai /Pune – Maharashtra – India Shift Timings: APAC (6 AM to 3 PM IST) / EMEA (1 PM to 10 PM IST) / NAM (6:30 PM to 3:30 PM IST) Minimum Academic Qualifications: Graduation (B. Com /BBM) / Post Graduation (M.Com/MBA/PGDM) Experience Span: 2 to 3 years of experience in handling a team of a minimum of 5-6 members with experience in Confirmations, Reconciliation and an overall experience of 3 to 5 years Process/Activities with Experience: Should have understanding of Confirmations activities like: Indexing, Affirmations, Drafting, Incoming Review, Matching and Chasing Should be aware of CFTC, EM...

The ideal candidate must possess strong communication skills, with an ability to listen and comprehend information and share it with all the key stakeholders, highlighting opportunities for improvement and concerns, if any. He/she must be able to work collaboratively with teams to execute tasks within defined timeframes while maintaining high-quality standards and superior service levels. The ability to take proactive actions and willingness to take up responsibility beyond the assigned work area is a plus. Senior Analyst Roles & responsibilities: Should have understanding of brokerage activities such as trade matching, invoice reconciliation, GMI rate update, trade affirmation on electronic...

Position Purpose Instrument Referential department is responsible for variable Equity & Derivative & Fixed Income products set up in Global Market systems, lifecycle update and closing price feed. The team covers respective Market hours. Our main sources are Bloomberg for static data and Reuters for market data. Clients of the team are 100% internal (Trading, Sales, Structuring, Trade Support, P&L, Risk, Settlement, Accounting, IT, ...). Responsibilities Direct Responsibilities Configuration of Instruments ; indices, stocks, ETFs, Rates, futures and options contracts, Convertible Bonds and Warrants in EQD systems (FO to Accounting) requested for the needs of Trading teams Control Static data...

Key Responsibilities Manage and grow relationships with channel partners and key clients in assigned regions. Responsible for cold calling leads and generating business opportunities for LAMF. Conduct field visits within Ahmedabad (travel allowance will be provided). Identify and onboard new partners to expand the sales network. Act as the primary point of contact for partners, addressing their queries and concerns in a timely manner. Conduct regular meetings, training, and presentations to ensure partners are aligned with the company's products and objectives. Track sales performance, provide regular reports, and ensure achievement of sales targets. Maintain a strong understanding of market...