4294 Financial Products Jobs - Page 8

As a Zonal Manager for Travancore Rural Development Producer Company (TRDPC) operating in Kerala's Travancore region, your role involves overseeing and managing microfinance operations across 30+ branches. Your responsibilities include: - Overseeing end-to-end operations of microfinance branches in the assigned zone. - Ensuring smooth execution of Federal Bank BC operations and in-house lending activities. - Leading a team of Area Managers/Branch Managers to achieve collection, disbursement, and portfolio quality targets. - Monitoring portfolio health, PAR (Portfolio at Risk), and implementing corrective actions. - Ensuring adherence to compliance, audit, and regulatory requirements. - Drivi...

You will be responsible for identifying, approaching, and acquiring new clients through field visits, referrals, and networking. You must present and explain the banks investment and wealth management products clearly and confidently. Additionally, you will conduct financial needs analysis to recommend suitable investment options based on client goals and risk profiles. Meeting and exceeding monthly and quarterly sales targets is crucial, along with maintaining regular contact with existing clients to ensure satisfaction and identify cross-selling opportunities. Qualifications Required: - Bachelor's degree is mandatory. - Prior experience in sales (Minimum 1 year of experience). - Excellent ...

You will be responsible for originating NTB prospects through direct sourcing and open market channels. Your main tasks will involve acquiring customers and taking their proposal up to the stage of disbursement. Additionally, you will meet with existing customers to generate business opportunities and revenue. Key Responsibilities: - Cater 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. Provide various working capital facilities such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc. based on the client's needs. - Man...

**Job Description** As a Relationship Officer at Kuber Financial Services Private Limited, you will play a crucial role in managing client relationships and providing tailored financial solutions to meet their needs. Your responsibilities will include assessing client financial positions, recommending appropriate credit products, and ensuring high levels of customer satisfaction. Moreover, you will collaborate with various stakeholders, maintain client records, and work towards achieving business targets. **Key Responsibilities** - Assess client financial positions and recommend suitable credit products - Provide customized financial solutions based on client business requirements - Coordina...

You will be joining our team in the NBFC as a Sales Candidate, where your main responsibility will be to generate leads, cultivate client relationships, and meet sales targets. Your understanding of financial products and services, along with your excellent communication skills, will play a crucial role in exceeding sales goals. - Prospect for new clients using various channels like cold calling, networking events, and referrals. - Conduct comprehensive needs assessments to identify clients" financial goals and recommend appropriate products and services. - Establish and nurture strong relationships with existing clients to ensure their satisfaction and loyalty. - Stay informed about market ...

As a Senior SEO Executive at DigiBirds360 Media Pvt. Ltd., located in Faridabad, you will play a crucial role in leading the SEO strategy focused on securities, finance, and secured loans domain. Your expertise will be instrumental in enhancing organic visibility, driving traffic, and generating qualified leads for various financial products and services to establish a strong presence in the competitive financial search landscape. Key Responsibilities: - Develop and implement comprehensive SEO strategies in alignment with business objectives within the finance domain. - Conduct thorough keyword research emphasizing secured loans, financial products, securities, and investment services. - Opt...

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sal...

Are you technically curious and motivated by customer success Do you have a passion and interest in capital and financial markets Back Office shouldn't be foreign to you. Your function is that of a support analyst post-implementation and post sales. Having the ability to think quickly, provide creative and effective solutions for clients through analytical and technical problem-solving, and support for complex workflow products for both cloud based and on-premise software will ensure your success as a Product Support Business Analyst for Calypso Product. Whether it's coordinating with internal technical development teams or working with customers, you'll be part of a team of problem solvers ...

You are applying for a Specialist position in the Platform Operations team at Innocap, a leading firm of managed account platform services with over US$89 billion in assets under management and a global presence. As part of the team, you will be responsible for performing critical functions on Innocap's dedicated managed account platforms, including complex funds reconciliations, margins & OTC collateral management, and OTC derivatives settlement. **Key Responsibilities:** - Monitor cash and margin balances in accordance with margin rules established with each client. - Diligently perform all OTC collateral management activities. - Review and investigate position reconciliation and liaise wi...

Job Description: At Shriram Life Insurance, your role as an Annuity Sales Representative will involve promoting and selling annuity products to potential clients. You will need to leverage your knowledge of financial products, particularly annuities, to assess clients" needs and recommend suitable solutions. Your strong communication skills, deep understanding of financial markets, and ability to establish and nurture client relationships will be crucial for success in this role. Key Responsibilities: - Engage with potential clients to understand their financial goals and objectives, and educate them on the features and benefits of annuity products. - Identify sales opportunities based on cl...

As a Sales Executive, your role will involve finding outcome possibilities, cultivating strong client relationships, and enhancing revenue. It is essential that you have a little bit understanding of financial products and markets to ensure a thorough grasp of sales processes, explaining skills, and the ability to devise new tactics to meet business goals. Your responsibilities will include understanding client needs and providing readymade tailored solutions to meet their objectives. You will also conduct client meetings, direct sales calls, presentations, and product demonstrations to maintain long-term relationships with clients. Key Responsibilities: - Develop and maintain relationships ...

As an experienced professional in the banking industry, you will play a crucial role in originating NTB prospects through direct sourcing and open market channels. Your responsibilities will include acquiring customers and guiding their proposals up to the disbursement stage. Additionally, meeting existing customers to identify business opportunities and drive revenue growth will be a key part of your role. Your expertise will be utilized in catering to businesses with varying turnovers, including 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 essential working capital facilities such as Overdraft,...

As a Branch Manager, you will be responsible for meeting the branch targets of all financial products which includes Gold Loans and other cross sell products. Your duties will include correct valuation and maintenance of 100% process compliance at the branch. You will be in charge of system management & ensuring timely approvals in LOS pertaining to Loan Creation, modifications & closure of cases. Monitoring daily activities of Team in terms of Leads Generated & New Customer Acquisition will also be part of your role. Additionally, you will drive & participate in field-marketing activities along with the team to improve brand visibility & generate leads for new customer acquisition in the ca...

Job Description: As a Business Development Manager for Sales, your role will involve leading a team of sales professionals, setting clear targets, providing support during client meetings, monitoring daily performance, handling client queries, and ensuring team compliance with company guidelines. Your primary focus will be on driving sales, supporting the team, and ensuring smooth operations. Key Responsibilities: - Lead a team of sales executives focused on products - Set clear targets for the team and ensure regular follow-ups - Support team members in client meetings, calls, and closing deals - Monitor daily performance and provide timely feedback and training - Handle client queries, esc...

You will play a crucial role as an Equity Dealer, connecting clients with the stock exchange by executing trades accurately, providing timely market insights, driving revenue through cross-selling, and nurturing strong client relationships. Your responsibilities will include: - Executing client orders on stock trading terminals with precision - Furnishing clients with trade confirmations and market updates - Generating revenue through sales of financial products such as Mutual Funds, Insurance, and IPOs - Reviving inactive clients and onboarding new clients - Ensuring compliance with regulatory and risk management norms To qualify for this role, you need to meet the following criteria: - Any...

Role Overview: As an Analyst-TMT-Business Consulting Risk-CNS at EY, you will be part of a team that helps TMT organizations navigate industry convergence and transform their operations. You will play a key role in identifying and managing risks, ensuring long-term strategic decision-making, and supporting clients in achieving sustainable growth. Your work will contribute to building a better working world for all. Key Responsibilities: - Demonstrate technical excellence by understanding systems delivery lifecycles and methodologies - Gain in-depth knowledge of business processes, financial products, market risk management, and regulatory requirements Qualification Required: - Bachelor's deg...

As a Field Executive in the Banking Process team, your role will involve conducting field-based activities such as customer verification, document collection, KYC processing, loan application assistance, and other operational tasks related to banking services. The ideal candidate for this position should be comfortable with fieldwork, possess good communication skills, and have a basic understanding of banking or financial services. Key Responsibilities: - Visit customers at their location for KYC (Know Your Customer) documentation and verification. - Collect and submit documents required for account opening, loan processing, or other banking services. - Ensure timely and accurate submission...

You are looking to join mPokket as a Fundraising and Investor Relations Lead, a role that is crucial in driving the company's growth by securing funding, managing investor relationships, and effectively communicating the company's vision and progress. Your responsibilities will include the following: - Fundraising Strategy: - Develop and execute a comprehensive fundraising strategy aligned with the company's growth objectives. - Identify opportunities for debt financing from private and PSU banks, NBFCs, credit funds, and other institutions. - Pursue opportunities for equity financing periodically. - Investor Relations: - Cultivate and maintain relationships with current and potential invest...

As a Field Executive in the Banking Process team, you will be responsible for conducting field-based activities such as customer verification, document collection, KYC processing, loan application assistance, and other operational tasks related to banking services. Your role will require you to have good communication skills, a basic understanding of banking or financial services, and be comfortable with fieldwork. Key Responsibilities: - Visit customers at their location for KYC documentation and verification. - Collect and submit required documents for account opening, loan processing, or other banking services. - Ensure timely and accurate submission of reports and updates through mobile ...

About Pocketful (Fintech) Founded by IIM-Ahmedabad, Yale, and Columbia alumni, Pocketful is a Fintech broking platform, aimed at making financial markets accessible for all. We're constantly innovating and working on a disruptive platform. The team is highly-skilled, young, and extremely hungry and we are looking for folks who fit this persona. We are backed by one of India's leading stock brokers Pace Stock Broking Services. Responsibilities and Duties: Approach potential clients to explain demat account benefits and investment services. Actively promote demat and trading account openings through calls, meetings, and digital campaigns. Support the sales team in converting prospects into act...

You are a strategic thinker passionate about driving solutions in Treasury. You have found the right team. As a Liquidity Associate in our Fice team, you will spend each day defining, refining and delivering set goals for our firm. You will be instrumental in managing the liquidity, balance sheet, and capital positions of our Investment Banking businesses. In this role, you will engage with a variety of stakeholders, including senior leadership and global teams, to develop and implement strategies that enhance our risk management capabilities. This position offers a dynamic and fast-paced environment, ideal for individuals with a keen interest in capital markets and economics. Job Responsibi...

ABOUT INNOCAP Innocap is the world s leading firm of managed account platform services. With over US$89 billion in assets under management, over 500 employees and offices in five countries, we are shaping the future of alternative investments for institutional owners and allocators. Our mission is to revolutionize the asset management industry and to provide customized expert services and an exceptional client experience. We are seeking forward-thinking individuals to join us on our exciting journey. Innocap s success is built on the diversity of our people and the strength of their ambitions. We empower our teams and foster a culture of inclusivity, collaboration, innovation, and growth. At...

At Kotak Mahindra Bank Ltd, we are seeking a talented and client-focused individual to join our AFFLUENT-Regional sales team as a Service Relationship Manager. In this role, you will be responsible for managing and growing relationships with high-value clients, offering tailored financial solutions, and providing an exceptional banking experience. Your expertise and dedication will contribute to the banks reputation for excellent customer service and help drive our business forward. A bachelors degree in finance, business, or a related field is preferred. Minimum 3-5 years of experience in relationship management or a similar role, preferably in the banking industry. Strong knowledge of fina...

Age Criteria for Callers: Candidates must be below 28 years of age Female Candidates: Only unmarried female candidates are eligible PURPOSE OF THE POSITION:Looking for a result-driven team member to be responsible for achieve the organization s objectives and increase salesthrough DigitalProcess DUTIES & RESPONSIBILITIES: Should have the zeal in achieving targets & selling ... Telesales Executive Digital Channel Hyderabad/Secunderabad - Apply JobItUs ATS Telesales Executive Digital Channel Job Description: Age Criteria for Callers: Candidates must be below 28 years of age Female Candidates: Only unmarried female candidates are eligible PURPOSE OF THE POSITION: Looking for a result-driven tea...

Job Duties & Responsibilities Explain and sell financial products (CIBIL score check/upgrade services, credit health reports, credit improvement services, etc.) to customers. Actively generate new business opportunities through field visits, cold calling, meetings, and follow-ups. Understand customer needs and provide suitable solutions. Achieve daily/weekly/monthly sales targets consistently. Build and ... Job Opening For the Post of Sales Executive Ahmedabad - Apply JobItUs ATS Job Opening For the Post of Sales Executive Job Description: Job Duties & Responsibilities Explain and sell financial products (CIBIL score check/upgrade services, credit health reports, credit improvement services,...