5445 Financial Products Jobs - Page 8

Project description As an Engineer within the Public Markets Technology Department, you will play a pivotal role in developing and enhancing best-in-class applications that support global investment and co-investment strategies. This role involves close collaboration with both technology and business teams to modernize and evolve the technology landscape, enabling strategic and operational excellence. Responsibilities PMWB/CosmosoProvide operational support for PMs in London and Hongkong for Order Entry and Position Management. Currently in scope is EPM, SSG, and AE. Future expansion for LRA in London and Australia. EPM ValidatoroOnboard, Enhance and Maintain Fund Performance data for users ...

You are a strategic thinker passionate about driving solutions in Product control. You have found the right team. As a Product control Associate in our Fice team, you will spend each day defining, refining and delivering set goals for our firm. You will provide support to the ficial controllers and trading desks to ensure that the P&L, balance sheet, and month end close procedures are done correctly and accurately. Job responsibilities Assist with daily P&L reporting and month-end close processes Provide detailed analysis and reporting on the ficials to desk heads, business managers, and senior fice management Partner with the business to drive forth and implement robust controls and new bus...

Responsible for the accounting and valuation for complex investments, which may include complex derivative, fixed income, and international financial products. Intermediate professional working on projects of a moderate scope or on varied tasks that require resourcefulness, self-initiative, and significant independent judgement. Demonstrates a developing functional knowledge to evaluate the implications of issues and make recommendations for solutions. Guides less experienced team members. May recommend new procedures. Minimally requires a Masters degree, or Bachelors degree and 2 years of related experience, or high school degree and 4 years of related experience. Unless explicitly requeste...

Responsible for the accounting and valuation for complex investments, which may include complex derivative, fixed income, and international financial products. Leader of professionals or first-level leaders working on issues of a diverse scope or coordinating department activities. Exercises wide-latitude to make decisions within established company policies to meet business objectives. Advises staff and partners with cross-functional teams to meet project schedules and to develop solutions to issues. Accountable for department results. Establishes procedures and recommends changes to policies. Minimally requires a Masters degree and 4 years of related experience, or Bachelors degree and 6 y...

Responsibilities: Become an expert in all facets of supported financial products (iLEVEL & Prism) Provide outstanding client services by presenting timely and positive resolutions to clients across all aspects of application support Effectively and efficiently troubleshoot client issues to resolution and escalate as needed, work with internal groups to document issues, and deliver effective solutions Monitor all incoming support channels to address client inquiries quickly and efficiently, manage multiple requests simultaneously. Maintain multiple client-reported questions or issues, document written and verbal communication in our internal CRM system. Work directly with senior managers on a...

Position Purpose This role is intended to provide data analysis and setup the automated reporting, controls and monitoring for the regulatory reporting team or assimilate (Compliance, top management, IG, Business) on an ad hoc and a regular basis using a variety of analytical tools and SQL. The ODIN Team is part of ITO GM IT, which looks to satisfy the requirements related to regulatory reporting control & monitoring asked by end users represented by OPS Regulatory Reporting or/and C.M.I on four pillars : Data Analysis : Perform and document analysis, review and study on specified regulatory topics. Understand business change and requirement needs, assess the impact and the cost. Data visual...

A. Training Coordination, Design Delivery Design, develop, and deliver training programs tailored to business needs within the NBFC domain. Facilitate classroom, virtual, and onthejob training sessions using proven training models. Develop and maintain training content, manuals, and job aids aligned with business requirements. B. Training Coordination Execution Coordinate endtoend training activities including scheduling, invitations, logistics, attendance tracking, and feedback collection. Partner with stakeholders to identify training needs and ensure timely execution of programs. Maintain training calendar and ensure SME alignment for training delivery Prepare training MIS, reports, and d...

Job Title: Outbound Sales Executive Insurance & Mutual Funds Responsibilities: Make outbound calls to generate leads and sell insurance and mutual fund products. Understand customer needs and recommend suitable financial solutions. Achieve daily/weekly/monthly sales targets. Maintain call records and update CRM. Ensure compliance with IRDAI/SEBI guidelines. Requirements: Experience in outbound or telesales (financial services preferred). Good communication and convincing skills. Basic knowledge of insurance and mutual funds. Interested candidates kindly share your resume at Moni.singh@bajajcapital.com

Job Responsibilities Meet and build long-term relationships with HNI clients to understand their goals and financial priorities Develop customized financial plans covering investments, insurance, taxation, and retirement strategies Review and refine client portfolios to align with changing goals or market conditions Present financial concepts clearly, helping clients make confident and informed decisions Stay updated with market trends, financial products, and compliance regulations Collaborate with the internal team to ensure an exceptional client experience Requirements 1. Certified Financial Planner (CFP) certification (mandatory or currently pursuing). 2. Minimum 1 year of experience in ...

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...

Project description One of our client (a leading bank of Singapore) is undertaking a strategic upgrade of its Murex MX.3 platform to enhance system resilience, support new product capabilities, and align with evolving regulatory and operational requirements. This initiative includes upgrading from version 3.1.42.48b to 3.1.6x.x, onboarding the EQA and OSP Excess modules, and implementing comprehensive reconciliation, testing automation, and governance frameworks. Responsibilities Support senior BAs in collecting and documenting reconciliation-related requirements from business stakeholders across Front Office, Risk, and Back Office functions. Participate in workshops, user interviews, and re...

About the Role .Key Account Manager/Senior Manager/Manager role is to create awareness on the NPS, its benefits to the Channel and work closely with them to ensure Axis Bank is the preferred partner for NPS amongst the Corporates. .Enabling the team by providing engagement with channel at the Mid and Senior level. Key Responsibilities .Responsible for meeting sales targets in the regions assigned by engaging with the Channel team and assist them with the product and performance report under NPS. .Conduct presentation for existing corporate employees and thereby migrate their legacy Pension Funds from other PFM to Axis Pension Fund. .Making and doing presentation on the NPS for various corpor...

The ideal candidate will be responsible for gaining a deep understanding of the clients business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients data. Essentially, you will act as the main point of contact for our clients. Responsibilities Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls To be the one-stop shop for each of our Express OD clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer St...

Job Purpose This position is open with Bajaj finance limited Duties and Responsibilities Responsibilities: Responsible for overall branch operations,performance & profitability of the branch. Drive & participate in field-marketing activities of various financial products along with the team to improve brand visibility Plan,conduct & monitor the branch & field level marketing activities to ensure health pipeline of leads resulting into business conversion & branch growth Focus on customer engagement for new customer acquisitions & retainment of old customers Conducting error free valuation & appraisal of gold ornaments being pledged in branch with correct weight & purity assessment as per com...

Bajaj Capital Ltd is currently hiring for / . across the entire Bangalore with minimum of 2 of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply, share your updated CV at varadarajan.dittakavi@bajajcapital.com

Job Title: Business Analyst- Capital Market/IB Domain About Us Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount . With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. WHY JOIN CAPCO You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform...

Role Overview: As a Valuation Controller Associate in the Global Commodities Group, you will play a critical role in ensuring the accuracy and integrity of valuation processes. You will execute price verification/benchmark processes, including calculating fair value adjustments. Additionally, you will assist with various established practices and control initiatives, perform necessary work related to management reporting and regulatory mandates, and collaborate with functional groups on valuation-related issues. Key Responsibilities: - Execute price verification/benchmark processes, including calculating fair value adjustments - Assist with VCG established practices and control initiatives, ...

As an Assistant to the Vice President - Operations, your role involves assisting in implementing the operations plan to support business initiatives and driving the regional operations strategy. Your main priorities will include: - Contributing to business growth by exploring cross-sell opportunities, lead generation, and conversion - Converting the Branch OPS Group into a revenue generation team - Leading the national operations department for new business processing - Providing leadership in achieving business goals through customer service processes and back office functions - Ensuring compliance with statutory and regulatory requirements - Establishing mechanisms for monitoring, assessin...

As a Client Relationship Intern at the company, you will play a crucial role in supporting tele-calling efforts and driving account openings and activations for the digital investment platform, Dhanush. This internship provides a valuable opportunity to gain practical experience in client communication, acquisition, and relationship management within the professional financial services sector. **Key Responsibilities:** - Conduct outbound calls to newly registered and existing Dhanush clients to enhance trading activity. - Clearly explain the benefits, features, and usage of Dhanush's trading and investment platform. - Assist clients with trade execution and provide guidance on platform navig...

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 : Business Requirements Analysis Good to have skills : NA Minimum 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. ...

Business Unit Overview Insurance Middle Office is Involved in customizing investment products by leveraging Blackstones credit platforms and diversified suite of alternatives to support insurers as they meet their obligations to stakeholders, invest in product innovation, and offer competitive retirement security and property protection products.Blackstone Insurance Solutions leverages Blackstones leading investment platforms and people with the goal of delivering bespoke investments based on each insurers unique objectives, outlook, and risk profile.Responsibilities: The analyst will be an integral part of the team wherein he will support the larger team in New York.Responsibilities: Primar...

Role Definition Research Executive is one who is responsible for Undertaking Research/Generating Ideas, Make Research Report/Debt Proposal for Recommendations for Purchase/Sale of Investments and Continuous Monitoring of the Existing Investments for Companies (Equities/Debt), Mutual Funds, AIF, PMS, other Financial Products . Responsibility Deliverable Undertaking Research for Companies (Equities/Debt), Mutual Funds, AIF, PMS, other Financial Products Generating Ideas/ Make Research Report/ Debt Proposals/ Mutual Funds Debt Quants /AIF/PMS for Recommendations for Purchase/Sale of Investments Continuous Monitoring of the Existing Investments in Personal Books and to advice whether to Purchase...

About Setu Setu empowers businesses to reimagine financial products for the next billion users. We build low-cost, modular API infrastructure so that businesses can go live with a fintech product or service in a matter of days, not months. We firmly believe that the only way to make financial products accessible to millions is to remove the red tape involved and switch to a completely digital infrastructure that can handle these small-ticket, high-volume transactions. We break these financial products into their fundamental building blocks and offer them as APIs to developers, startups, and enterprises. They can then package these APIs into highly custom apps, tailor-made for their customers...

Tele Sales / Sales Executive - Real Estate & AMEX Background Location: [Specify location] Experience: 1-5 years Job Type: Full-time | Immediate Joining About the Role We are looking for a Sales Executive / Tele Sales Executive with a Real Estate sales background and experience handling AMEX (American Express) profiles . The role involves customer engagement, sales conversion, and achieving revenue targets. Key Responsibilities Make outbound/inbound calls to prospective customers Sell real estate offerings and/or financial products (AMEX preferred) Understand customer requirements and provide suitable solutions Achieve monthly sales targets Maintain customer data and follow-ups What We re Loo...

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...