576 Financial Products jobs in India

We are seeking a dynamic and motivated Marketing Executive to join our growing team in Dharwad . The ideal candidate will have a passion for financial markets and client engagement, with a strong interest in Mutual Funds, Demat Services, and Equity Sales .

This is an exciting opportunity for freshers or entry-level professionals looking to start a career in the financial stock broking industry .

• Promote and sell mutual funds, demat accounts, equity shares , and other investment products
• Drive client acquisition and generate leads through field visits and marketing activities
• Educate potential clients on stock market basics and financial product offerings
• Build strong client relationships and ensure customer satisfaction
• Coordinate with internal teams for account setup, KYC , and customer support
• Meet daily/weekly/monthly sales targets
• Participate in marketing campaigns and roadshows

• Basic stock market knowledge (mandatory)
• Strong communication and interpersonal skills
• Confidence in field sales and client handling
• Self-motivated and target-driven
• Basic computer knowledge; proficiency in MS Excel preferred

• Education: Minimum Graduate (B.Com/BBA preferred)
• Experience: 0–1 year (Freshers welcome)
• Language: Should be fluent in English and local language (Kannada/Marathi preferred)
• Must have a keen interest in financial markets and wealth management

• Attractive incentives on performance
• Learning & development in financial domain
• Fast-track career growth for performers

Apply now if you're looking to build your career in one of India's fastest-growing financial sectors!

Company Overview

Gamut HR Solutions, headquartered in Hyderabad, is dedicated to assisting individuals in finding the ideal job opportunities. As a small-sized company with 2-10 employees, Gamut HR Solutions is focused on personal growth and effective HR solutions. Learn more about us at our website .

Job Overview

We are seeking a Relationship Manager Financial Products for a mid-level position in Hyderabad. This is a full-time role requiring a minimum of 4 years and maximum of 6 years of work experience. The candidate will be responsible for managing relationships and sales of financial products.

Qualifications and Skills

• Proven experience in wealth management, showcasing the ability to handle high net-worth clients. (Mandatory skill)
• Certified financial planner with a recognized certification supporting the expertise in financial planning. (Mandatory skill)
• Experience in financial product sales, demonstrating a successful track record in meeting sales targets. (Mandatory skill)
• Strong financial analysis skills to interpret financial data and provide insightful recommendations.
• Knowledge in regulatory compliance to ensure all financial activities comply with industry regulations.
• Experience in client onboarding, ensuring a smooth and positive transition for new clients.
• Skilled in risk assessment to identify potential financial risks and develop mitigation strategies.
• Proficiency in negotiation to effectively manage client relationships and business dealings.

Roles and Responsibilities

• Develop and manage comprehensive relationships with clients, understanding their financial needs and objectives.
• Actively market and sell a portfolio of financial products to meet and exceed sales targets.
• Provide informed advice on financial planning and wealth management strategies to clients.
• Ensure compliance with all regulatory requirements, maintaining transparency and accuracy in all client interactions.
• Oversee the client onboarding process, ensuring satisfaction and effective integration into company offerings.
• Conduct risk assessments to accurately identify and address potential financial vulnerabilities.
• Prepare detailed financial reports and present findings to clients in an understandable manner.
• Build and maintain a strong pipeline of potential clients and follow up on new business opportunities.

We are looking for a self motivating and self driving financial products and stock market enthusiast person who understands various financial products, mutual funds, stock markets, investment strataegis, futures and options. Its a on-site job at Netaji Subhash Place, Pitampura, Delhi location.

Role and Responsibilities

Analysis of various financial and investment products.

Deep understanding of mutual funds, insurance products and other financial investment products.

Analysis of various mutual funds and their past performance.

Research on identified shares

Client risk profiling

Working on investment and trading strategies.

Backtesting of returns/results of the strategies

Working on hedging strategis, futures and options strategies

Visit and meet clients, spreading awareness about financial products

Marketing and selling financial products

Record keeping

Required qualifications and skills

Graduate or post graduate degree in Finance

NISM AMFI certification preferred

Excellent communication skills

Knowledge of Financial Products including mutual funds, stock market, F&O

Knowledge of stock markets

Must have experience in stock market trading, Futures and options

Excellant knowledge of Excel and various financial software

Understanding of risks and returns

We are looking for a self motivating and self driving financial products and stock market enthusiast person who understands various financial products, mutual funds, stock markets, investment strataegis, futures and options. Its a on-site job at Netaji Subhash Place, Pitampura, Delhi location.

Role and Responsibilities

Analysis of various financial and investment products.

Deep understanding of mutual funds, insurance products and other financial investment products.

Analysis of various mutual funds and their past performance.

Research on identified shares

Client risk profiling

Working on investment and trading strategies.

Backtesting of returns/results of the strategies

Working on hedging strategis, futures and options strategies

Visit and meet clients, spreading awareness about financial products

Marketing and selling financial products

Record keeping

Required qualifications and skills

Graduate or post graduate degree in Finance

NISM AMFI certification preferred

Excellent communication skills

Knowledge of Financial Products including mutual funds, stock market, F&O

Knowledge of stock markets

Must have experience in stock market trading, Futures and options

Excellant knowledge of Excel and various financial software

Understanding of risks and returns

We are looking for a self motivating and self driving financial products and stock market enthusiast person who understands various financial products, mutual funds, stock markets, investment strataegis, futures and options. Its a on-site job at Netaji Subhash Place, Pitampura, Delhi location.

Role and Responsibilities

Analysis of various financial and investment products.

Deep understanding of mutual funds, insurance products and other financial investment products.

Analysis of various mutual funds and their past performance.

Research on identified shares

Client risk profiling

Working on investment and trading strategies.

Backtesting of returns/results of the strategies

Working on hedging strategis, futures and options strategies

Visit and meet clients, spreading awareness about financial products

Marketing and selling financial products

Record keeping

Required qualifications and skills

Graduate or post graduate degree in Finance

NISM AMFI certification preferred

Excellent communication skills

Knowledge of Financial Products including mutual funds, stock market, F&O

Knowledge of stock markets

Must have experience in stock market trading, Futures and options

Excellant knowledge of Excel and various financial software

Understanding of risks and returns

Position: Derivatives & Equity (Advance Excel)

Experience: 0.6 - 3 Years

Location: Mumbai (Apply if you are in western line)

Notice Period: Immediate Joiners

Job Description:

Product Knowledge

• Exposure and understanding of Equity product and Derivative Products
• Advanced knowledge of trade flows and operational models.
• Advanced level of regulatory understanding.

Technical Knowledge/Experience

• Experienced with MS Office (MS Excel/Access/Outlook etc.)  & is currently using excel /
• Microsoft application in daily BAU.
• Has the ability to absorb information and learns quickly

Company : Motilal Oswal Financial Services Limited

Job Description: Area Manager – Investment Products

Location: Hyderabad
Title: Area Manager – Investment Products (Individual Financial Advisor - IFA)
Positions Available: 4
Experience Required: Minimum 2 years

Summary  : -
Passion for channel business, relationships and qualitative value addition in business
IFA's and their clients, competition, other stakeholders

ROLES & RESPONSIBILITIES: -

• Empanelment of IFAs based on Eligibility criteria designed by the company.
• Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the
  revenue target from the mapped IFA's
• Providing continuous support to the IFAs on day on day
• Drive IFA Engagement process
• Timely Resolution of IFA's queries
• To research, investigate and update themselves on available investment
  opportunities/financial market trend to determine whether they fit into clients
  portfolios.
•  To coordinate with product and research team (Centralize CFP Team) for taking
  investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business
  development activity.

JOB SPECIFICATIONS REQUIRED:

Qualifications: -
An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial
planning/Wealth Management. Other qualifications like CFP will be an advantage.

Desired Skill Set:

•  Ability to inspire trust and confidence in clients.
• Ability to engage clients in meaningful conversations about their finances and take
  active interest in their financial well being.
• A thorough understanding of financial markets, their behavior, movements and
  expectations with respect to market.
•  Ability to process several inputs provided by research team and other sources and apply
  them to the specific context of several clients – thus generating insights for clients
  
•  Good oral and written communication skills with clarity of thought, speech and
  expression
• Good interpersonal skills
• Good Analytical Skills

General Competencies:

• Positive attitude, socially effective, high level of perseverance and patience
• Assertive & hard working
•  Result oriented

About Company :

Motilal Oswal Financial Services is a leading financial services company in India, offering a wide range of services such as retail and institutional broking, wealth management, asset management, investment banking, and portfolio management. It is renowned for its in-depth research and comprehensive financial solutions.

QuickTurtle is seeking a driven Area Manager - Investment Products to lead and inspire a team of Wealth Managers. If you have extensive experience in wealth management, a proven track record in leading sales teams, and expertise across a broad range of investment products, we invite you to drive our growth in serving mass affluent and HNI clients.

• Drive a team of Wealth Managers to effectively cater to the investment needs of mass affluent clients. This involves recommending a diverse suite of products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products.
• Meet required Assets Under Management (AUM) and investor acquisition targets for your assigned area, contributing both through team efforts and personal contributions.
• Ensure the timely delivery of customized wealth advice to HNI (High Net Worth) customers, maintaining our high standards of service.
• Conduct periodic reviews of clients' portfolios to ensure they remain aligned with their investment objectives and risk profiles.
• Conduct periodic trainings on products and processes for your team, ensuring they are well-equipped and up-to-date with market offerings and best practices.
• Engage in joint calls with Relationship Managers/Team to support sales efforts, provide mentorship, and foster client relationships.

• Experience: 5+ years in sales/wealth management, with significant experience in handling HNI clients.
• Team Handling Experience: Proven experience in managing and leading a team is required.