5428 Financial Products Jobs - Page 8

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...

Job Purpose and Impact The Professional, Record to Report job performs moderately complex record to report activities to collect, process and present accurate financial data for the purposes of providing external information for decision making while ensuring compliance with financial transaction recording standards. With limited supervision, this job collaborates with multiple businesses and banks to complete moderately complex operational processes and procedures, compliance and data management for financial products and services and data systems. This job also partners to lead improvements in process execution, implements process changes and continuous improvement and assist with audit ac...

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...

Job Summary: We are seeking an experienced Senior Product Manager to lead the development and execution of our Consumer Lending and Fintech Product Strategies. The ideal candidate will have a passion for financial technology, excellent analytical skills, and a track record of bringing successful products and features to the market. Key Responsibilities: Define and execute the product vision and strategy for financial products, including customer account management solutions, operations and collections platforms, 3rd party integration of tools and services, etc. Conduct market research and competitive analysis to identify trends, customer needs, and growth opportunities. Collaborate with cros...

* 4-8 years of experience in sales, deposit mobilization, NBFC, Banking . * Manage financial sales & business dev * Oversee fixed deposits portfolio * Drive BFSI products & services growth * Strong leadership and team management. Health insurance

Role Overview: You will be joining EY's Financial Services Office (FSO) as part of the Quantitative Trading Book (QTB) team within the Financial Services Risk Management (FSRM) group. Your role will involve assisting clients in implementing strategic changes across risk management, treasury, and other capital markets activities, focusing on risk and valuation processes, regulatory compliance, analytics, and organizational structure. Key Responsibilities: - Demonstrate deep technical capabilities and industry knowledge of financial products - Lead components of large-scale client engagements and/or smaller client engagements while consistently delivering quality client services - Understand m...

Conduct outreach to SHG women entrepreneurs to assess interest in solar solutions and THR manufacturing. Facilitate demand aggregation for solar PV installations. Support vendor identification and assist in project proposals for solar installations. Provide on-ground technical assistance and training to SHG members. Monitor the technical performance of solar installations and gather feedback. Prepare reports on outreach activities, project progress, and stakeholder engagement. Qualifications: Graduate degree / diploma in business management, sales, marketing, entrepreneurship development, social sciences or any other field. At least 2 years of experience in managing field programs in sales/m...

Designation - Relationship Manager -Company will give leads -Scheduled meeting With Clients -Explain Financial products -Convert leads into sales -Maintain good relationship with Clients Required Candidate profile - Graduation Complete - Must have 6 month of experience in BFSI(Banking/ Financial Services/ Insurance) or NBFC - Experiance / Releiving Letter Mandatory - Age : 23 to 32 Yrs - Fresher also can apply Perks and benefits PF+ESIC Health Insurance TA Incentive Annual Bonus

Supervise sales team, providing guidance and training. Plan and execute effective sales strategies. Develop & maintain relationships with clients and external vendors for lead generation. Identify market trends for new business opportunities. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits PF Medical Benefits Family Insurance On roll job

Supervise sales team, providing guidance and training. Plan and execute effective sales strategies. Develop & maintain relationships with clients and external vendors for lead generation. Identify market trends for new business opportunities. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits PF Medical Benefits Family Insurance On roll job

Monitor & motivate the team for lead generation & achievement of sales targets. Build and maintain relationships with clients. Analyse market trends, customer needs to identify business opportunities. Develop sales startegy for revenue generation. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits PF Medical Benefits Family Insurance On roll job

Monitor & motivate the team for lead generation & achievement of sales targets. Build and maintain relationships with clients. Analyse market trends, customer needs to identify business opportunities. Develop sales startegy for revenue generation. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits PF Medical Benefits Family Insurance On roll job

Responsible for the accounting and valuation for complex investments, which may include complex derivative, fixed income, and international financial products. Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative. Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions. Recommends new procedures. Minimally requires a Masters degree and 1 years of related experience, Bachelors degree and 3 years of related experience, or high school degree and 5 years of related experience. Unless explicitly requested or approached by S...

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Managem...

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Managem...

Role & responsibilities 1. IPO & Capital Market Research Analyze IPO opportunities including review of DRHP / RHP, financial statements, business models, risk factors, and valuation benchmarks. Conduct peer comparison and industry analysis for IPO and listed companies. Track IPO pipeline, issue pricing, allotment, and post-listing performance. Prepare research notes, investment summaries, and management presentations. 2. NBFC & Financial Sector Analysis Conduct financial and operational analysis of NBFCs and financial institutions. Review asset quality, NPA trends, capital adequacy, liquidity, and regulatory ratios. Monitor RBI guidelines, prudential norms, and regulatory changes impacting N...

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

Role Overview: As a Relationship Manager specializing in Insurance and Mutual Funds based in Delhi, India, your primary responsibility will be to build and maintain strong relationships with clients. You will need to understand their investment goals and provide tailored recommendations for insurance and mutual fund products. Your role will involve conducting financial analysis, identifying opportunities, and ensuring customer satisfaction through exceptional support and regular communication. It will be essential for you to stay updated on market trends, financial products, and regulatory requirements to provide informed guidance to clients effectively. Key Responsibilities: - Build and mai...