3089 Financial Products Jobs - Page 9

- Accountable for acquisition of High net worth clients. - Responsible for identifying customer needs and assessing their risk appetite. - Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers. Required Candidate profile - 5+ years of experience in managing wealth products. - Strong networking skills to expand client base and generate referrals within HNI Community.

About The Role Circle Manager - Government Business Department Retail Liabilities - Government Business Reporting Relationship Regional Manager - Government Business CM is expected to manage a set of KAM/DM and ensuring that the team is achieving the monthly targets. Must be handling in state head role (GB) in a leading bank Acquisition & servicing of Govt. clients in the field of Municipal Corporations, State Governments, Govt. PF Trusts, Embassies, Gram Panchayats, Govt. Boards & Development Authorities, Defence, Autonomous Bodies etc. Would be responsible for handling transaction & investment banking business like Payments, Collections, Fixed Deposits, FX, Electronic Transfers, Online Pay...

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 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.

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without comp...

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help cu...

Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key...

Acquisition of saving/current account from open market. Accomplish sales targets set by the organization. Promote and sell financial products and services. Required Candidate profile Coordinate with other team members to provide excellent customer service. Conduct market research to identify selling possibilities and evaluate customer needs.

Support advisors in creating and delivering comprehensive financial plans for their retail clients. Key Responsibilities Support financial advisors based in U. S. to create comprehensive and compliant financial plans for their clients, at individual/household level Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination of clients financial documents and advisor inputs Generate reports through approved planning tools Upskilling oneself with U. S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors in the U. S. via phone or e-mail Based on client s financial situation, document advice in the required form...

Are you ready to make an impact at DTCC Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional developmentAt DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. DTCC Digital Assets is at the forefront of driving institutional adoption of digital assets technology with a steadfast commitment to innovation anchored in security and stability. As the ...

We are a Software Product company and looking to hire immediately for the below positions. We follow Agile methodologies and our system has a monthly release cycle to ensure our software products are as up to date as possible. Relevant experience with MBA (Finance) is required. Role 1:- Senior Support Analyst Openings: 1 Positions Experience: 2-5yrs Location: Mohali (IT Park) Salary: Competitive / as per market Job responsibilities: On boarding of new clients Setting up and loading funds Take responsibility of support team. Analyzing Client Business Requirement during the project. Providing solutions to clients with financial knowledge and system knowledge. Coordinate with regional offices /...

Job Summary Compiles and analyzes financial information for an organization. Supports senior management business decisions through financial and business analysis. Job Requirements Reviews and analyzes an organization's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc. Develops and maintains ad hoc departmental reports, develops profitability models, and analyzes departmental financial results versus budget/forecasts. Conducts audits on financial data; provides recommendations on corporate risk levels and credit worthiness. Provides internal consulting on financial products and electronic funds transfers. Educa...

You should have proven experience as a Calypso Analyst Developer with proficiency in Java, SQL, and database management. A strong understanding of financial products, trade life cycles, and risk management principles is essential. Your excellent analytical and problem-solving skills will enable you to work both independently and collaboratively with colleagues abroad. Familiarity with Agile development methodologies is a must, along with strong communication skills to convey technical concepts to non-technical stakeholders. Having relevant certifications such as CALYPSO certification would be a plus.,

We are seeking a dynamic and result-driven Manager/Sr. Manager in Corporate Health (Individual Contributor Role) to lead the sales of Group Medical Cover policies to corporate clients. The ideal candidate should possess a strong network, excellent communication skills, and previous experience in selling insurance or financial products to businesses. Your responsibilities will include identifying, prospecting, and generating new corporate leads for Group Health Insurance (GMC) policies. You will be required to develop and manage relationships with HR heads, CXOs, and decision-makers of target companies. Conducting effective sales presentations, product demos, and negotiating policy terms and ...

The Technical Lead is an enabler in the project team, responsible for ensuring the development team is productively working towards technical delivery goals while maintaining high functional and non-functional quality, and code quality. In this role, you are a force-multiplier who achieves success through leading, coaching, and guiding others. Your responsibilities include analyzing and designing solutions, helping developers understand problems, providing ad-hoc consultations, breaking down large build items, and actively contributing to requirements gathering. You will supervise technical quality, provide continuous feedback to developers, and ensure adherence to SDLC processes. Additional...

You are a strategic thinker passionate about driving solutions in Treasury.You have found the right team. As a Liquidity Analyst in our Finance 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...

Support advisors in creating and delivering comprehensive financial plans for their retail clients. Key Responsibilities Support financial advisors based in U. S. to create comprehensive and compliant financial plans for their clients, at individual/household level Data inputs in financial planning tools such as MoneyGuide, based on careful examination of clients financial documents and advisor inputs Generate reports through approved planning tools Upskilling oneself with U. S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors in the U. S. via phone or e-mail Based on client s financial situation, document advice in the required format shared by ...

Support advisors in creating and delivering comprehensive financial plans for their retail clients. Key Responsibilities Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination of clients financial documents and advisor inputs Generate reports through approved planning tools Upskilling oneself with U.S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors in the U.S. via phone or e-mail Based on client s financial situation, document advice in the required format ...

Overview Test Engineer - Wealth Management _Finacle IQ for Banking Project Responsible for ensuring the quality and reliability of the banks wealth management applications. Your role will involve designing and executing test plans, identifying defects, and collaborating with development teams to deliver high-quality banking solutions Responsibilities Test Planning & Design: Develop comprehensive test plans and design test cases based on business requirements and functional specifications. Test Execution: Conduct functional, integration, and regression testing of Finacle IQ modules, ensuring adherence to quality standards. Defect Management: Identify, document, and track defects, collaboratin...

Job Description Position S0/ AM/ DM No. of Positions Department Direct Sales Force Function CAT-Elite Reporting to Branch Relationship Manager Band 5/5A/5B Location - Comp. Job Summary Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. Key Responsibilities Maintain Customer Relationship Build sustainable relationships and trust with customer via open and interactive communication Regular & timely interaction with the customer via various modes like ...

You are a strategic thinker passionate about driving solutions in Treasury. You have found the right team. As a Liquidity Analyst in our Finance 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 Responsib...

Your opportunity to make a real impact and shape the future of financial services is waiting for you. Let s push the boundaries of whats possible together As an Applied AI/GenAI ML Director within the Asset and Wealth Management Technology Team at JPMorgan Chase, you will provide deep engineering expertise and work across agile teams to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. You will leverage your deep expertise to consistently challenge the status quo, innovate for business impact, lead the strategic development behind new and existing products and technology portfolios, and remain at the forefront of industry trends, be...

The Position: Senior Data Analyst The Department: Fixed Income Data Operations Team The Group: Morningstar’s Research Group provides independent analysis on individual securities, funds, markets and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. Morningstar Fixed Income Team provides expertise in bonds and derivatives - the data, the analytics, the use cases for target clients. It defines the Fixed Income capability roadmap, develops fixed income methodology, identifies data vendor, produces value-added data, and coordinates across product...

About The Role Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist 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. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a g...