6118 Investment Products Jobs - Page 44

As an Analyst in the Risk Management & Compliance Chief Data Office (RM&C CDO) team, your role will involve supporting the delivery of RM&C CDO mandates related to the Data Risk Management Policy and Standard. You will also assist in the implementation of CDO strategy and collaborate with various stakeholders across the firm to carry out data governance responsibilities. This is a high impact role that requires leveraging Risk Management experience, multitasking, and delivering on various initiatives simultaneously. **Key Responsibilities:** - Assist Risk Management & Compliance Lead in implementing and maintaining Data Quality Framework. - Monitor progress against established goals and mile...

Role & responsibilities Responsibilities: To promote all the product line of the Company To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients ...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai ,Kolkata , Chennai Week off - Sunday

Position:- Relationship manager ( Wealth Management ) Female candidates only who have career Gap more than 6 Month required. Core Responsibilities :- Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc....

As an Elite Relationship Manager, your role will involve managing and growing relationships with High Net Worth (HNW) clients. You will be responsible for acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets. The ideal candidate for this position will have a strong understanding of trade finance, commercial lending, and investment products. Additionally, a passion for delivering exceptional customer service is essential in this role. Key Responsibilities: - Acquiring new clients and expanding the client base - Deepening relationships with existing High Net Worth (HNW) clients - Offering tailored banking solu...

A Relationship Manager (RM) in the YES BANK CASA and Liability segment is primarily responsible for acquiring, managing, and expanding relationships with high-net-worth (HNI) clients to drive growth in current and savings accounts (CASA) and overall liability business. The role involves significant sales, portfolio management, and customer service duties. Key Responsibilities Client Relationship Management: Act as the primary point of contact for mapped clients, building and nurturing long-term relationships to ensure high levels of satisfaction and retention. CASA Acquisition and Deepening: Focus on acquiring new, high-quality current and savings accounts and increasing the balances within ...

As the IT Business Lead Analyst at our company, you will be responsible for bridging the gap between business users and technologists by exchanging information in a clear and concise manner. Your role will involve contributing to continuous exploration of business performance to drive business planning effectively. **Key Responsibilities:** - Provide input during development and implementation phases for complex projects - Identify and communicate risks and propose mitigation options - Consult with business clients to determine system functional specifications - Evaluate new IT developments and recommend appropriate systems alternatives - Conduct in-depth analyses to define problems and deve...

Role Description As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining...

Role Description As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities : Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintainin...

We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan products and branch operations Source new customers for gold loan products through branch walk-ins, field visits, and local networking Explain product features, eligibility criteria, and documentation requirements to customers Ensure timely processing and disbursement of gold loans Maintain high levels of cu...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products The ideal candidate will have strong ficial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service Develop and expand relationships with High Net Worth customers for liabilities and commercial assetsEnsure high levels of customer service and adherence to bank policiesCross-sell a wide range of banking products to deepen client e...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products The ideal candidate will have strong ficial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service Develop and expand relationships with High Net Worth customers for liabilities and commercial assetsEnsure high levels of customer service and adherence to bank policiesCross-sell a wide range of banking products to deepen client e...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products The ideal candidate will have strong ficial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service Develop and expand relationships with High Net Worth customers for liabilities and commercial assetsEnsure high levels of customer service and adherence to bank policiesCross-sell a wide range of banking products to deepen client e...

We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment The role involves handling customer service requests, selling liability and investment products, and enhancing customer relationships through cross-selling and referrals The ideal candidate should have a blend of service and sales orientation with experience in ficial services or banking Handle customer service tasks including account opening, DMAT services, and grievance resolution Educate customers on product features and assist with service requests like cheque book issuance Achieve sales targets for bank and investment produ...

We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment The role involves handling customer service requests, selling liability and investment products, and enhancing customer relationships through cross-selling and referrals The ideal candidate should have a blend of service and sales orientation with experience in ficial services or banking Handle customer service tasks including account opening, DMAT services, and grievance resolution Educate customers on product features and assist with service requests like cheque book issuance Achieve sales targets for bank and investment produ...

We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment The role involves handling customer service requests, selling liability and investment products, and enhancing customer relationships through cross-selling and referrals The ideal candidate should have a blend of service and sales orientation with experience in ficial services or banking Handle customer service tasks including account opening, DMAT services, and grievance resolution Educate customers on product features and assist with service requests like cheque book issuance Achieve sales targets for bank and investment produ...

We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets The ideal candidate will have a strong understanding of trade fice, commercial lending, and investment products, along with a passion for delivering exceptional customer service Develop and expand relationships with High Net Worth customers for liabilities and commercial assetsEnsure high levels of customer service and compliance with bank policiesCross-sell a wide range of banking products to de...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction The role also involves ...

• You will be responsible for prospecting and selling AIF products to High-Net-worth Individuals and Institutional sales.

Position:- Relationship manager ( Wealth Management ) Female candidates only who have career Gap more than 6 Month required. Core Responsibilities :- Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc....

The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organisation. To ensure quality deliverables within stipulated timelines - To ensure all processes are followed keeping in mind the ethos of the organization. To acquire quality PCG accounts with an average margin of 25 Lakhs and above Roles & Responsibilties 1. Ensure the maintenance of the P&L of the team 2. Ensure the timely delivery of customized equity advise to assigned HNI customers (trading and investment ideas) 3. Compliance and surveillance to be checked on regular time ...

Key Responsibilities Design, develop, and deliver training programs on wealth management processes, including client onboarding, investment products, portfolio management, and compliance. Prepare and maintain training materials, manuals, and SOPs tailored for wealth management operations. Conduct workshops, hands-on sessions, and e-learning modules for relationship managers, operations staff, and support teams. Assess training effectiveness via tests, feedback, and performance monitoring. Maintain up-to-date knowledge of investment products, regulatory requirements, compliance standards, and internal processes . Collaborate with process owners to update SOPs, policies, and best practices in ...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

We are looking for a highly motivated and experienced Field Sales Executive to join our team in the stock market sector. The ideal candidate will have 2-6 years of experience in sales, preferably in the financial services or banking industry. Roles and Responsibility Open Demat accounts for clients and generate brokerage revenue. Provide hand-holding to clients during initial phases and handle sales promotion activities. Connect with clients through calls or visits to advise on investment products like equity, MFs, LAS, SIP, and derivatives. Regularly coordinate with BM/TM and provide new and inactive client services/meetings. Generate leads through personal contacts or officials, including ...

We are looking for a skilled Relationship Manager with 2 to 7 years of experience to join our team in the stock market sector. The ideal candidate will have excellent communication and interpersonal skills, with a strong understanding of financial markets and investment products. Roles and Responsibility Build and maintain long-term relationships with clients, focusing on retaining existing customers and acquiring new ones. Advise clients on their equity portfolios and provide recommendations to generate brokerage through advisory services. Stay updated with market knowledge and trends to provide informed guidance to clients. Ensure compliance with all relevant regulations, policies, and ris...