29246 Financial Services Jobs - Page 6

As a Disbursement Coordinator, you will play a vital role in ensuring a smooth and efficient loan disbursement process for our small business clients. Your primary focus will be on coordinating and managing the disbursement of loan funds, working closely with the sales team and clients to ensure timely and accurate disbursements. This role requires strong organizational skills, attention to detail, and the ability to build and maintain positive relationships with internal and external stakeholders. Bachelors degree in Finance, Business Administration, or a related field. 2-3 years of experience in a similar role, preferably in the banking or financial services industry. Strong knowledge of l...

Our Partner is a leading provider of digital reporting solutions for asset managers. Our platform helps firms unify complex reporting, digitise client communications, and optimise reporting operations to deliver a seamless experience. By automating complex reports, localising content, and enabling faster distribution, Our Partner empowers asset managers to engage clients with clear, impactful, and personalised information that drives stronger relationships and new opportunities. We are seeking a highly skilled Senior Implementation Consultant to support the execution of the end-to-end implementation of our products or solutions for enterprise customers. You will work closely with customers, ...

Software Product Management (SPM) Job Description: We are seeking a Software Product Manager - Accounts & Deposits with extensive background in designing and delivering enterprise and/or internet-scale tools within the financial services space. This candidate must possess a blend of technical proficiency and market insight, with at least 6-9 years of professional experience in software product management. Experience can be in either customer-facing or employee-facing domains (or both). Domain expertise: on top of foundational software product management experience, the ideal candidate will have extensive domain expertise in building digital app/solutions for Savings account and Current accou...

Job Description: Role Title: Manager, Enterprise Risk Analytics (L09) Company Overview: Synchrony (NYSE: SYF) is a premier consumer financial services company delivering one of the industry s most complete digitally enabled product suites. Our experience, expertise and scale encompass a broad spectrum of industries including digital, health and wellness, retail, telecommunications, home, auto, outdoors, pet and more. We have recently been ranked #2 among India s Best Companies to Work for by Great Place to Work. We were among the Top 50 India s Best Workplaces in Building a Culture of Innovation by All by GPTW and Top 25 among Best Workplaces in BFSI by GPTW. We have also been recognized by ...

5-8 years of experience in building financial models, analysing company performance and industry trends, and preparing valuation deliverables used for lending, investment, and M&A analysis Strong Excel modelling skills

Collaborate closely with the various business units to ensure smooth handling of AML/KYC tasks Conduct end to endCustomer Due Diligence (CDD) and KYC refresh (Periodic reviews) on clients in line with AML and Counter Terrorist Financing (CTF) policies Analyse and assess client s information and documents validity according to internal policies, raising questions to clarify open issues promptly, conduct outreach with PM for documents and details pertaining to cases Complete workflow tasks in the Customer Due Diligence Repository (CDDR) system during periodic reviews. Review, challenge, and contribute to enhancing the configuration of the KYC journeys in our CDDR tool (Fen-X) Conduct data cons...

Drive acquisition of quality Treasures, Mass Market and emerging affluent profile clients through online and digital acquisition channels while partnering with existing and new DBS branches. Ensuring effective coverage and engagement of the team with clients to retain and developing sustainable relationships while increasing wallet share to upgrade the client segments in the Wealth continuum. Working closely with digi Bank Retail Banking team, Corporate Employee Preposition (CEP), Small & Medium Enterprises (SME) and other segments for the VRM vertical to acquire clients, entrench client relationships and increase combined AUM with the Bank to upgrade clients to Treasures, Help the team iden...

PRIMARY: Reviewing and interpreting new laws and regulations and advising Units regarding legal and regulatory requirements impacting Bank including Gold Loans, Co-lending, FEMA Outsourcing Risk Review for Regulatory requirements Handling of RBI Inspection and RBI Liasioning Provide Compliance opinion for New Product Approvals Job Duties & Responsibilities Assist in the conduct of RBI Audit and resolution of regulatory issues. Ensure best practices are adopted and guidelines complied with and that all activities comply with applicable laws, rules and regulations in case of Outsourcing and New products approvals. Liaise with the Regulators and establish a cordial rapport. Correspond with the ...

Responsible for Achieving overall Gross Written Premium Team Management. Channel Relationship. Visit Branches Conduct Meetings Regular training of Bank employees regarding TAGIC Products To maintain Renewal of Business Timely follow up with the clients. Tracking religiously in first week of every month. Driving Bank for retention first. To maintain the Hygiene Proper QC and issuance of premium collected. Proactive in handling claims. Stakeholder interfaces Internal: Operations (BOPs& COPs) - for the issuance ,endorsement, Banking operations etc. Under writing Team - for Quotations Human Resources - to know queries regarding the talent pool accordingly Claims Team - Regularly for the claim se...

Responsible for Achieving overall Gross Written Premium Team Management. Channel Relationship. Visit Branches Conduct Meetings Regular training of Bank employees regarding TAGIC Products To maintain Renewal of Business Timely follow up with the clients. Tracking religiously in first week of every month. Driving Bank for retention first. To maintain the Hygiene Proper QC and issuance of premium collected. Proactive in handling claims. Stakeholder interfaces Internal: Operations (BOPs& COPs) - for the issuance ,endorsement, Banking operations etc. Under writing Team - for Quotations Human Resources - to know queries regarding the talent pool accordingly Claims Team - Regularly for the claim se...

Responsible for Achieving overall Gross Written Premium Team Management. Channel Relationship. Visit Branches Conduct Meetings Regular training of Bank employees regarding TAGIC Products To maintain Renewal of Business Timely follow up with the clients. Tracking religiously in first week of every month. Driving Bank for retention first. To maintain the Hygiene Proper QC and issuance of premium collected. Proactive in handling claims. Stakeholder interfaces Internal: Operations (BOPs& COPs) - for the issuance ,endorsement, Banking operations etc. Under writing Team - for Quotations Human Resources - to know queries regarding the talent pool accordingly Claims Team - Regularly for the claim se...

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 revenuegenerationrovide guidance to the banks branch staffin servicing existing customers, solve their queries and concerns and ensu...

6+ years of experience in Product Management, or Project Management with proven record of accomplishment in defining winning product constructs and delivering a product roadmap Experience in Financial crime and strong Communication skills is must In depth knowledge of Scaled Agile (SAFe) methodologies and lean processes Proven record of accomplishment managing large, complex products with multiple partners Ability to establish and maintain effective working relationships with all levels within organization, internally and externally Ability to engage and influence technical and non-technical teams in a global organization Ability to predict and identify risks/opportunities from interdependen...

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 needsProvide service to existing customers, solvetheir queries and concerns and ensure the quality of business is maintaine dconsistently Generate fresh leads through cold calling and devisenew ways of widening customer base for revenue generation opportunitiesAcceptauthority of app...

Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 300 Crore, aligned to Bank Lending Policy Ensure a good Net Interest Income as well as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc. Play an instrumental role in increasing the Profitability of the Branch. Ensure proper monitoring of Portfolio and maintaining the delinquencies at NIL. Implement & execute IBG4 business strategy to increase market share & to achieve targets consistent with IBG4 Topline and Bottom line targets with focus on a diversified portfolio and reduce concentration risk in the portfolio. Build DBS Brand Value and ...

To acquire and build a well diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to a healthy income with an acceptable risk to the bank. The Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank. Key Accountabilities Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 100 Crore, aligned to Bank Lending Policy Ensure a good Net Interest Income as well as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Trea...

About Citco: The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the ...

About The Role About The Role :Technology Strategy - Enterprise Architect Consultant GN – Technology Strategy & Advisory About The Role Overview We are seeking a motivated and detail-oriented Enterprise Architect Consultant to join our Technology Strategy & Advisory team. In this role, you will be an integral part of project teams, assisting in the development and documentation of enterprise architecture for our clients. You will work under the guidance of senior architects and managers, contributing to the analysis of technology landscapes and the design of innovative solutions. This is an excellent opportunity for a professional with a strong technical background and a passion for strategi...

Summary of the position The Assistant Manager/Manager will help the company to meet the client acquisition and revenue growth targets. He/She will be responsible for maximizing our sales potential, crafting sales plans, and closing the deals. Job Responsibilities - -Design and implement a strategic business plan that expands the company's client base and ensures its strong presence in India and overseas. -Build and promote strong, long-lasting customer relationships by partnering with them. -Present sales, revenue, and expense reports and realistic forecasts to the management team. -Identify emerging markets and market shifts while being fully aware of the products and competition status. -R...

Designation : Sales Development Manager • Recruit Team of advisors • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile - Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance - Graduation is mandatory - Good Communication skills - local from city -fresher's can't apply Perks and benefits PF Health Insurance ESIC TA DA

Designation : Business Development Manager Recruit the team of advisors. Train and motivate them. Guiding the Team to sell the products on the market. Driving sales through advisors, for the company. Team Management and team handling. Required Candidate profile - Education : Any Graduate - Age : 23 to 35 yrs - Must have 1 Years of experience Any Sale/ Banking/ Finance/ Insurance sales (With proper documents) - Must have Two wheeler - Candidate must be Local Perks and benefits Annual Bonus PF TA ESIC Health Insurance

About The Role Project Role : Sales Capture Practitioner Project Role Description : Shape, sell and close deals that are single or multi service. Shephard the deal to develop the win strategy, the negotiation strategy, and the close plan. Must have skills : Sales Pursuit Management Good to have skills : NA Minimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Must-Have Skills & Qualifications SOE Sales / FS / 12 to15 Years ExperienceGCC Market ExpertiseMinimum 5 to 6 years of sales experience in the GCC, with strong knowledge of the local FS client landscape, business culture, and regulatory environment.Financial Services Domain KnowledgeProven...

About The Role Project Role : Sales Capture Practitioner Project Role Description : Shape, sell and close deals that are single or multi service. Shephard the deal to develop the win strategy, the negotiation strategy, and the close plan. Must have skills : Sales Pursuit Management Good to have skills : NA Minimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Must-Have Skills & Qualifications SOE Sales / FS / 12 to15 Years ExperienceGCC Market ExpertiseMinimum 5 to 6 years of sales experience in the GCC, with strong knowledge of the local FS client landscape, business culture, and regulatory environment.Financial Services Domain KnowledgeProven...

About The Role: We Are Seeking An Energetic And Result-Oriented Loan Sales Executive To Join Our Growing Financial Team. On Experience In Selling Loan Products Such As Home Loans, Personal Loans, Loan Against Property (Lap), And Business Loans. Dsas, Required Candidate profile Key Responsibilities Identify Generate, Convert Potential Leads Home Loans Personal Loans, Lap, And Business Loans.Build And Maintain Relationships Customers Riya Mishra 8370014003 hrcps9@gmail.com

Interacts with customers/ customer information on a daily basis, promptly responding to all inquiries in a courteous and efficient manner. Provides information to customers about product features. Helps customers when they are faced with problems or need information and/or ensure customer information is updated accurately. Interacts with Merchants partners and client internal Back Office support teams as needed to achieve customer resolution. What Youll Do: Help customers with complaints and questions, give customers information about products and services Ensure to deliver BGO and client metrics and expectations on a regular basis. Ensure customer satisfaction and provide professional custo...