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**WE ARE HIRING - TELE FUNDRAISING EXECUTIVE** **Nanhi Pari Foundation** is looking for passionate and confident individuals to join our **Tele Fundraising Team** and help us create a meaningful impact in the lives of underprivileged children and families.

JOB RESPONSIBILITIESExecute the orders on behalf of clients by doing pre trade post trade confirmation.Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients.

Business/ Operational/ Functional/ Financial Perspective Execute the orders on behalf of clients by doing pre trade post trade confirmation. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads. To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc.

Hiring: Insurance Advisors

As an Insurance Advisor, you will be responsible for helping clients understand different insurance products and advising them on suitable options based on their needs. You will play a critical role in building relationships and ensuring customer satisfaction.Key Responsibilities:- Client Consultation: Meet with clients to assess their insurance needs, understanding their personal or business requirements to provide tailored advice.- Product Knowledge: Maintain up-to-date knowledge of various insurance policies, including health, life, and property insurance, to offer accurate information.- Policy Recommendations: Analyze client information and recommend appropriate insurance policies that best suit their requirements and financial situation.- Documentation Assistance: Help clients with the documentation process, ensuring all necessary paperwork is completed accurately and submitted on time.- Customer Support: Provide ongoing support to clients, addressing any questions or concerns they may have about their policies or claims processes.- Sales and Performance Tracking: Monitor sales performance and client feedback to continuously improve service offerings and meet sales targets.Required Skills and Expectations:- Strong communication skills, allowing you to explain complex insurance concepts clearly to clients.- A customer-centric mindset, focusing on building long-term relationships and providing excellent service.- Basic computer skills, including proficiency in using email and office software for record-keeping and communication.- A motivation to learn about the insurance industry and a desire to develop your career in this field.- Ability to work effectively in a part-time capacity, adapting to the office environment while being reliable and punctual.

We are seeking a motivated and friendly Personal Relation Officer to join our team in Lucknow. In this role, you will be the first point of contact for our clients, helping them build lasting relationships with our company. Key Responsibilities:- Client Interaction: Engage with clients through phone calls and face-to-face meetings to understand their needs and concerns.- Relationship Building: Develop and maintain positive relationships with clients to ensure their satisfaction and loyalty to the company.- Problem Solving: Address client issues or inquiries promptly, providing effective solutions to enhance their experience.- Feedback Collection: Gather client feedback regularly to understand their preferences and improve service quality.- Documentation: Maintain accurate records of client interactions and update them consistently to keep track of their needs and feedback.- Promoting Services: Educate clients about our services and products, demonstrating how they can benefit from them.Required Skills and Expectations:- Excellent communication skills, both verbal and written, are essential for effective interaction with clients.- Strong interpersonal skills to build positive relationships and portray a friendly demeanor.- Ability to solve problems efficiently and think on your feet when addressing client inquiries.- Basic computer skills for record-keeping and documentation purposes.- A positive attitude and a willingness to learn are crucial, especially for candidates with limited experience.- Preference for female candidates who can work full-time in the office.

As a Branch Manager, you will oversee the daily operations of our branch, ensuring that all activities run smoothly and efficiently. Your leadership will inspire the team to achieve targets while maintaining excellent customer service standards.Key Responsibilities:- Managing Operations: You will coordinate all branch activities, ensuring compliance with company policies, procedures, and regulatory requirements.- Team Leadership: You will lead a team of employees, providing guidance and support to help them meet their individual and team goals.- Customer Service: You will ensure that all customers receive high-quality service, addressing complaints and resolving issues promptly.- Sales and Business Development: You will identify opportunities to increase branch sales and improve business performance, implementing strategies to achieve growth.- Financial Management: You will monitor the branchs financial performance, preparing reports to ensure profitability and cost-effectiveness.- Training and Development: You will be responsible for training new team members and fostering their professional development to enhance overall branch performance.Required Skills and Expectations:You should have a professional degree and at least five years of relevant experience in branch management or retail operations. Strong leadership and communication skills are essential for guiding your team and interacting with clients. You must be adept at problem-solving and decision-making, with a focus on achieving business objectives. Proficiency in financial management and sales strategies is also required. An understanding of the local market in Papua New Guinea will be a significant advantage.

We are hiring a responsible and dynamic Field Loan Officer (FLO) for L&T Finance.Key Responsibilities: Identify new villages for business expansion. Conduct feasibility studies based on customer demographics, activities and financial needs. Identify potential customers and form Joint Liability Groups (JLGs). Assist customers in completing loan application forms. Verify customer residence and business details. Conduct KYC verification and collect required documents. Provide pre-disbursement training and develop customer relationships. Assist in loan disbursement activities and documentation. Collect current loan dues from customers as per schedule. Deposit collected funds and complete required collection entries.Eligibility: Graduation required. Experienced candidates will be preferred. Freshers can also apply. Candidates should be comfortable with field work and travelling. Work location will be assigned at least 50 KM away from the candidate's home location.Company: L&T FinanceJob Role: Field Loan Officer (FLO)

Key Responsibilities:Business to Business overdue payments collection.Follow up on outstanding invoices through Calling and coordination with internal teams.Build and maintain strong relationships with clients to ensure smooth collections.Negotiate payment plans and settlements in line with company policies.Track and update collection status in the system on a daily basis.Handle disputes and escalate unresolved issues to the management.Ensure adherence to legal and compliance guidelines during collections.Meet monthly collection targets and performance benchmarks.Coordinate with sales and accounts teams for reconciliation.Key Requirements:Education: Graduate (any discipline)Experience: 6 MONTHS TO 3 YEARS Strong negotiation and communication skillsAbility to handle difficult conversations professionallyBasic understanding of finance and invoicingSkills Required:Negotiation & persuasionRelationship managementProblem-solving attitudeTime managementBasic computer knowledge (Excel / CRM tools)Key Performance Indicators (KPIs):Collection target achievementReduction in overdue accountsClient satisfaction & retention

Key ResponsibilitiesManage a Portfolio of Retail Banking Customers Through Phone, Video, Email, and Digital Channels.Build Long-term Customer Relationships and Act as the Primary Point of Contact for Banking Needs.Promote and Cross-sell Retail Banking Products such as Savings Accounts, Current Accounts, Fixed Deposits, Loans, Credit Cards, Insurance, and Investment Products.Conduct Periodic Customer Reviews to Identify Financial Needs and Recommend Suitable Solutions.Resolve Customer Queries and Service Requests Within Defined Timelines.Achieve Sales, Revenue, and Customer Satisfaction Targets.Ensure Compliance with Banking Regulations, Kyc Norms, and Internal Policies.Maintain Accurate Customer Records and Interaction History in Crm Systems.Support Customer Onboarding and Digital Banking Adoption Initiatives.Identify Opportunities to Deepen Customer Relationships and Increase Wallet Share.

Hiring - Loan Sales ExecutiveLoan Experts India is one of India's leading Government Bank Loan Consultants, specializing in Business Loans, MSME Finance, Project Loans, CC Limits, Home Loans, LAP, and Difficult Loan Cases. Our team consists of experienced banking and finance professionals dedicated to delivering the right funding solutions.Key Responsibilities:Generate business through DSA, Direct Sales & Corporate Clients.Build and manage relationships with Government Banks and Channel Partners.Achieve monthly sales targets and drive team performance.Guide clients on suitable loan products and funding solutions.Coordinate with the credit and operations team for smooth loan processing.Who Should Apply: 3+ years of experience in Banking, NBFC, DSA, or Loan Sales.Strong communication, leadership, and negotiation skills.Target-oriented with a passion for sales and business development.Why Join Loan Experts? Government Bank loan specialist with a strong market reputation.Opportunity to work on high-value and difficult loan cases.Attractive salary + lucrative incentives + fast career growth.Professional work environment with continuous learning and leadership opportunities.

We are looking for a motivated Business Coordinator to support our operations in Delhi NCR. This role is ideal for fresh graduates who are eager to start their careers in a dynamic environment. You will play a crucial part in ensuring smooth business processes while working from home.Key Responsibilities:1. Communication Support: Assist in maintaining clear communication between team members, clients, and stakeholders to ensure everyone is informed and aligned.2. Project Coordination: Help in planning and executing various projects by tracking progress, managing timelines, and ensuring all tasks are completed on schedule.3. Data Management: Organize and maintain business documents, reports, and data in an efficient manner to facilitate easy access and retrieval.4. Market Research: Conduct research on industry trends, competitor activities, and market opportunities to provide valuable insights for strategic decision-making.5. Administrative Tasks: Handle day-to-day administrative responsibilities, including scheduling meetings, responding to emails, and preparing presentations.

We are looking for a Key Account Executive to join our team in MIDC Ahilyanagar. This role focuses on building and maintaining strong relationships with key clients while managing their accounts efficiently.Key Responsibilities:- Client Relationship Management: Establish and nurture long-term relationships with key clients to ensure their satisfaction and loyalty.- Account Monitoring: Regularly review client accounts to identify needs and opportunities for upselling or cross-selling services.- Communication: Serve as the main point of contact for clients, addressing inquiries and resolving issues promptly to maintain a positive client experience.- Reporting: Prepare and present regular reports on account status, sales performance, and market trends to the management.- Collaboration with Teams: Work closely with internal teams like sales, marketing, and customer service to align strategies and improve service delivery.- Market Research: Gather insights on industry trends, competitors, and customer preferences to help shape client strategies.Required Skills and Expectations:- Strong Communication Skills: Ability to convey information clearly and effectively, both verbally and in writing.- Problem-Solving Ability: Capability to identify issues quickly and come up with practical solutions that benefit both the client and the company.- Basic Computer Proficiency: Familiarity with standard office software and tools is essential for managing accounts and communication.- Attention to Detail: Ability to manage multiple accounts effectively while ensuring accuracy and thoroughness in all interactions.- Team Player: A collaborative mindset to work efficiently with various teams towards common goals.- Willingness to Learn: Openness to receive feedback and a strong desire to grow professionally within the role.

Visit customers and clients for business development and service activities.Generate new leads and maintain relationships with existing customers.Collect and verify customer documents and information.Conduct field verification and follow up on applications.Achieve monthly sales and business targets.Coordinate with the office team and provide regular field reports.Handle customer queries and provide appropriate assistance.

Life Insurance Advisors required for renowned Life insurance company for Salt Lake office Huge income opportunity (*performance based*)

Key ResponsibilitiesPrepare and submit client bills as per project progress and contractual agreements.Verify contractor and subcontractor bills, measurements, and payment claims.Review and certify quantities executed at the project site.Maintain measurement books (MB), billing records, and project documentation.Coordinate with project managers, site engineers, and finance teams for billing-related matters.Track project costs, variations, and change orders.Prepare rate analysis and cost estimates for additional work items.Reconcile quantities and costs with project budgets and contracts.Ensure compliance with contractual terms, specifications, and billing procedures.Monitor receivables and assist in payment follow-ups with clients.Prepare MIS reports related to billing, project costs, and revenue realization.Support project audits by maintaining accurate billing records and documentation.

We are seeking a Billing Executive to join our team in Nashik. The ideal candidate should have 2 to 4 years of experience in billing and accounting. A B.Com degree is required for this role.Key Responsibilities:- Invoice Generation: Create and issue invoices according to company standards and client requirements to ensure timely billing.- Payment Processing: Manage payment entries and ensure that payments are accurately recorded in the system to maintain up-to-date financial records.- Client Communication: Liaise with clients regarding billing inquiries and discrepancies to foster positive relationships and ensure prompt resolution.- Reconciliation: Perform account reconciliation to verify that all transactions are correct and resolve any inconsistencies in records.- Reporting: Prepare regular billing reports for management to provide insights into revenue and outstanding payments, aiding in strategic planning.- Record Maintenance: Maintain organized billing documentation for easy retrieval and compliance with audit requirements.Required Skills and Expectations:The ideal candidate should have strong analytical skills and attention to detail. Proficiency in accounting software and Microsoft Excel is crucial for managing financial data efficiently. Effective communication skills are essential for interacting with clients and handling queries. A proactive approach to problem-solving is expected, along with the ability to work independently in a fast-paced office environment. Prior experience in a billing or accounting role is necessary to ensure a smooth transition into this position.

Key ResponsibilitiesPortfolio Management & Relationship BuildingAct as a dedicated financial advisor to a portfolio of High-Net-Worth Individual (HNI) and retail account holders.Deepen existing client relationships by analyzing their financial goals, investment risk profile, and liquidity requirements.Maintain regular contact through face-to-face meetings, financial check-ups, and proactive service management.Revenue Generation & Product Cross-SellingDrive revenue across key core product verticals, including CASA (Current & Savings Accounts), Fixed Deposits, and Wealth Management products.Cross-sell third-party financial products, including Mutual Funds (AMFI/NISM products), Life Insurance, Health Insurance, and structured investments.Asset product sourcing including credit cards, home loans, personal loans, and business banking credit solutions.Client Acquisition & Business ExpansionAcquire new-to-bank (NTB) high-value individual and commercial clients through local field visits, personal network referrals, and digital leads.Participate in local branch outreach activities and corporate payroll acquisition drives.Compliance & Regulatory AdherenceEnsure all customer onboarding, financial transactions, and documentation strictly comply with KYC, AML (Anti-Money Laundering), and RBI regulations.Adhere to internal bank audit standards and transparent sales practices.Complete and maintain active mandatory regulatory certifications (NISM / IRDAI) as required for financial advisory roles.

- Prepare and submit interim bills, running account bills (RAs) and final bills based on project progress and contract terms.- Coordinate with site engineers and project teams to verify work done, measurements, and quantities to support billing.- Review subcontractor/vendor billing claims and supporting documentation to ensure alignment with work orders and BOQs (Bill of Quantities).- Maintain accurate records of billings and supporting documents such as measurement sheets, material usage, change orders, retention summaries and payment certificates.- Monitor and report on outstanding bills, pending certifications, retention recoveries and billing status to project management and finance.- Ensure invoices/bills comply with the contractual conditions (payment terms, retention, scope of work, variation orders) and statutory requirements like GST, TDS etc.- Use billing/ERP software and MS Excel to prepare billing schedules, track billing vs project progress and assist in periodic billing reconciliations.- Liaise with procurement, accounts and project teams to capture billing data, update change orders, validate vendor bills and ensure there are no gaps in documentation.- Resolve basic billing queries from clients, consultants, subcontractors or internal teams escalate more complex disputes to senior billing/engineering staff.- Assist in preparation of monthly billing reports and dashboards showing billing achieved, outstanding billing, delays, and cash-flow implications.

-Make outbound calls to prospective customers-Explain product features, benefits, and eligibility clearly and accurately.-Identify customer needs and recommend suitable insurance products-Handle customer queries and objections with professionalism and empathy.-Maintain records of calls, leads, and follow-ups in the company CRM system.-Ensure conversion of qualified leads into sales or appointments for field advisors.-Follow up on policy renewals, premium payments, and documentation-Meet or exceed daily/weekly/monthly call and sales targets.-Maintain a positive brand image and provide excellent customer service at all times.-Adhere to company policies, compliance norms.

Business/ Operational/ Functional/ Financial Perspective Execute the orders on behalf of clients by doing pre trade post trade confirmation. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business. Responsible to ensure all activities are in adherence as per Compliance. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads. To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO, PMS etc.