29246 Financial Services Jobs - Page 10

Roles and Responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules, regulations and compliances. 3. Ability to advise the clients from time to time based on the research calls. 4. Generating brokerage and volume. 5. To Trade on behalf of clients, keeping them informed about rates, research information and market outlook , order & trade details and confirmations. 6. Identify new streams for revenue and maintain cordial relationship with existing clients. 7. Developing relationship with Clients and generating leads through references. 8. Achieve laid down target W.r.t Revenue Generation And Client Activation. 9. Cross selling...

Job Description: The Manager of Valuation in the Risk Management department helps manage/optimize credit strategy and value for Oportun s Installment loan product. This is an exciting opportunity in a fast-paced organization where your contributions can have a meaningful impact on increasing access to Oportun's affordable, credit building loan product for consumers with little or no credit history. RESPONSIBILITIES: Develop and manage the customer life-time valuation (CLTV) framework for Oportun s Personal Loan products, including Unsecured Personal Loan (UPL) and Secured Personal Loan (SPL). Develop forecasting frameworks to estimate the various revenue and cost metrics such as credit loss,...

As a Senior Manager / Director in the Risk Advisory practice specializing in credit risk management at EY, you will play a crucial role in leading a team and driving innovative risk solutions in the financial services sector. Your responsibilities will include: - Leading a team of 2-3 Managers, 10-12 Senior consultants, and analysts for engagement execution and delivery, collaborating with industry professionals to develop and deliver risk management strategies - Demonstrating exceptional project management abilities, fostering a collaborative environment, and ensuring accountability among team members - Showcasing deep technical expertise in financial products, particularly in lending solut...

As a Sales Officer Loan, your role will involve identifying potential customers, explaining loan products, and guiding clients through the loan application process. You should have a solid understanding of lending products, excellent communication skills, and a passion for meeting sales targets. Key Responsibilities: - Proactively identify and pursue new business opportunities for personal, business, or home loans. - Meet or exceed monthly sales targets and objectives. - Explain loan products, eligibility, documentation requirements, and interest rates to customers. - Assist clients in completing loan applications and ensure accurate documentation. - Maintain strong relationships with custom...

As a Product Manager/Senior Product Manager - Collections at Novac Technology Solutions Private Limited, a Shriram Group Company, you will play a crucial role in leading the development and enhancement of collections products. Your deep understanding of collections processes, debt recovery strategies, digital lending, and financial technology solutions will be instrumental in driving innovation and efficiency in collections strategies. **Key Responsibilities:** - Develop and own the product roadmap for collections, ensuring alignment with business goals and customer needs. - Design and enhance digital-first collections strategies, leveraging AI, machine learning, and automation tools. - Coll...

Job Description Treline Advisory Pvt Ltd is a technology-enabled contact center specializing in Business Management, collections, and customer support for the BFSI (Banking, Financial Services, and Insurance) segment. Our services include Business Process Management (BPM), Tele-calling/Customer Care Services, Contact Center Management, Debt Management (Recovery & Collection), and Digital Recovery. We aim to provide efficient and effective solutions tailored to our client's needs. As a Home Loan Executive at Treline Advisory Pvt Ltd in Bengaluru, your primary responsibility will be to assist clients with their home loan application process. This will involve providing information on various l...

Role Overview: As an experienced Technology Recruiter at UBS, your primary responsibility will be to act as a trusted advisor and manage the recruitment process for Group Operations And Technology Office (GOTO). You will be responsible for steering the sourcing strategy to identify and hire the right candidates, managing relationships with hiring managers and other HR specialists, and partnering with US-based recruiters to share viable candidates for other technology roles. Additionally, you will contribute towards continuous improvement initiatives or ad-hoc projects. Key Responsibilities: - Act as a trusted advisor and manage the recruitment process for GOTO - Steer the sourcing strategy t...

Job Description: As a Broker at Kapil Chit Funds Private Limited, you will have the opportunity to work on-site full-time. Your main responsibilities will include managing client accounts, analyzing financial information, and providing investment advice to clients. Key Responsibilities: - Manage client accounts effectively - Analyze financial data to identify investment opportunities - Advise clients on suitable investment options Qualifications Required: - Possess strong financial analysis and investment advisory skills - Demonstrate excellent client relationship management abilities - Have knowledge of banking and financial services - Exhibit strong communication and negotiation skills - A...

Emoro Services Pvt Ltd B41 , 3rd Floor , Noida Sector 2 For Any Query Contact Hr Team Hr Himanshu Tyagi - Seven two one seven six two five four six One Email id - [email protected] Website - www.emoro.in Google Link - https://maps.app.goo.gl/xR9dhC8ebCduSEvr8 Job Discription Work From Office Only Telecaller Executive for Banking Products ( Card , Loan , Insurance) Basic + Attendance bonus + Performance Bonus + Incentives ( In-hand salary to A/c) Salary for Freshers - 12k to 13k ( Fixed Basic Salary , Depends Upon Knowledge, Communication skills & Education ) Salary For Experience - 12k to 30k ( Depends Upon Target Achiever + Confident ) Company discription Immediate Joining First Increment i...

GOLD LOAN OFFICER- Job Description Building healthy and profitable portfolio for the gold loan business. Managing day to day branch operations Building revenue and sales QUALIFICATIONS Any graduation/3 year diploma Minimum 1 year gold loan experience in any bank/NBFC Knowledge in Gold loan Appraising and other gold loan activities Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹25,000.00 per month Benefits: Cell phone reimbursement Work Location: In person

Drive Life Insurance business through field sales. Build and manage strong networks Achieve monthly & yearly targets Support partners in field & client meetings. Ensure customer satisfaction & compliance. Conduct training & review sessions regularly. Required Candidate profile Minimum 2 years’ experience in any field sales. Strong communication, negotiation, and leadership skills. Graduate with market knowledge. Local language preferred. Apply here: +91 9328961657

Company Description Vivriti Capital is a fintech Non-Banking Financial Company (NBFC) dedicated to bridging the credit gap for mid-market enterprises across India. With a portfolio exceeding INR 8800 Cr and engagement with over 300 enterprises across 45+ sectors, it has become a pioneer in this under-penetrated segment. Over the past six years, Vivriti has built a robust business model with advanced technology, innovative products, multi-level underwriting, and effective portfolio management. Their client-first approach has resulted in a 90%+ client retention rate, even during challenging economic circumstances. The company is headquartered in Chennai and is committed to redefining the debt-...

Company Description BOI Shareholding Ltd. is a financial services company located in Mumbai, Maharashtra, India. The company is known for delivering a range of financial products and services with a focus on customer satisfaction and operational excellence. Leveraging its expertise in the financial domain, BOI Shareholding Ltd. aims to provide innovative solutions tailored to meet the diverse needs of its clients. The company operates with a commitment to transparency, reliability, and customer-centric services. Role Description This is a full-time hybrid role for a Relationship Officer specializing in Car Loans and Home Loans. Based in Kerala, THIRUVANANTHAPURAM, KOLLAM, KOTTAYAM, Kozhikode...

As a Business Associate at IndiaFirst Life Insurance, you will have the opportunity to be a part of a dynamic team that focuses on promoting life insurance and financial products, fostering strong customer relationships, and assisting individuals in securing their financial future. Key Responsibilities: - Identify and engage with potential customers to introduce life insurance products. - Assess client requirements and suggest appropriate insurance solutions. - Develop and lead a team of Advisors/Agents. - Meet sales and recruitment targets as per company guidelines. - Nurture lasting customer connections and offer post-sale support. Eligibility: - Minimum Qualification: Graduate in any disc...

Role description About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from across Axis branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role: Officer Sales are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are...

As a NATS-Sales Officer at Belstar Microfinance Limited, a subsidiary of Muthoot Finance, you will play a crucial role in building and maintaining customer relationships, generating leads, and executing sales operations in the Bhopal zone. Your responsibilities will include supporting channel sales efforts, achieving sales targets, and providing exceptional customer service. Key Responsibilities: - Build and maintain relationships with customers - Generate leads to expand customer base - Execute sales operations effectively - Support channel sales efforts - Achieve sales targets within the designated territory - Provide exceptional customer service to ensure customer satisfaction Qualificati...

About this role: Wells Fargo is seeking an Analytics Consultant. The Analytics Consultant within the CRM/CSM & Workflow Reporting team will be directly responsible to develop, build and support dashboards for CRM/CSM activities supporting the Branch Systems and Transformation organization. This role will provide dashboard/reporting needs for Wells Fargo consumer, small business banking and consumer service management product organizations including systems such as Salesforce, Customer relationship view (CRV), Customer Service Management (CSM) and Branch Profile, etc. The types of reporting will include covering topics such as referrals, leads, opportunities, coaching, and branch transactions...

About this role: Wells Fargo is seeking a Securities operations Associate In this role, you will: Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures Provide information to, collaborate, and consult with peers, col...

LOOKING FOR FRESHERS TO JOIN US IMMEDIATELY. Job Summary: As a Corporate Banking Executive, you will be an integral part of our team, working closely with professionals across different departments to gain practical insights into the corporate world. While this is an entry-level position, your eagerness to learn and grow will set the stage for future opportunities within our organization. Key Responsibilities: *Departmental Exposure: Explore through various departments within the organization, including business development, client servicing, and marketing, to gain a comprehensive understanding of our operations. *Training and Development: Participate in training sessions designed to enhance...

Collaborate with business stakeholders to elicit, analyze, and document business and functional requirements. Develop comprehensive requirements understanding, ensuring alignment with regulatory and operational needs. Work closely with Product Owners, Scrum Masters, and development teams in an Agile environment, refining user stories, acceptance criteria, and ensuring deliverables meet business expectations. Lead and facilitate workshops, interviews, and stakeholder meetings to gather requirements and define business processes. Support system implementation, data migration, and process reengineering initiatives within the financial services domain. Ensure traceability of business requirement...

To Ensure Quality portfolio. To focus on improving Recovery in the area assigned - individually or in a team / as a team. To ensure adherence MOPP Norms. To adhere to the BANKS processes and procedures. To adhere to Audit requirement. Job Requirements, Skills, Knowledge prerequisites Passion for Collection. Willing to Take challenges and responsibility Should have the ability to convince the customer to pay on our terms and conditions

Analyze search and social media data, undertake industry research, understand the clients reputation opportunities and challenges, and create data-driven, counsel-led, impact-focused digital reputation solutions, with a focus on LinkedIn. Create a LinkedIn-first content strategy to create, curate, and cross-post long-form content for the company page and key CXO, employee, and influencer profiles. Create infographics, carousels, videos, and newsletters to present complex facts and narratives in a compelling and engaging manner. The content will link the companys initiatives to larger narratives around nation-building, ESG/ sustainability/ social impact/ governance, purpose/ leadership/ cultu...

We are looking for young, high energyindividuals with a passion for sales and for achieving aspirational targets KeyresponsibilitiesLiaise with bank s branch staff and buildeffective relationships to maximize the business opportunity Provide knowledge about the insuranceproducts and support bank s branch staff through training to enable them to generatenew business, understand customer needs and recommend suitable life insuranceproducts to customers Provide training to the bank branch staff toequip them to sell insurance products to customers and assist them in revenuegeneration Provide guidance to the banks branch staffin servicing existing customers, solve their queries and concerns and en...

Weare looking for young, high energy individuals with a passion for sales and forachieving aspirational targets Keyresponsibilities Understandcustomer needs and recommend suitable life insurance products to themAcquire new clients with the help of leadsprovided by the company and generate quality business revenue Actively cross sell / up sell products to thecompany s existing customers by identifying the customer needs Provide service to existing customers, solvetheir queries and concerns and ensure the quality of business is maintainedconsistently Generate fresh leads through cold calling and devisenew ways of widening customer base for revenue generation opportunities Acceptauthority of ap...

Develop and maintain automated tests for APIs and UIs. Implement contract testing. Design API test suites using tools like Bruno, Postman, Rest Assured, integrated with CI/CD. Build end-to-end and UI tests with Playwright. Execute integration, regression, and system testing for financial services. Collaborate with developers and DevOps to advance shift-left testing practices. Required Skills 3+ years in test automation within financial services or fintech. Proficient in Playwright, Bruno, Postman Proficient in a contract testing tool (eg Pact). Strong experience with an object-oriented programming language, e.g. Java (preferred), C# Experience with CI/CD tools (Jenkins, GitLab CI). Familiari...