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Cash Manager Jobs

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Looking For Cash Manager

Lakshmi North East Solutions (LNES)

  • 1 - 2 yrs
  • 2.0 Lac/Yr
  • Maligaon Guwahati
Cashier Team Management Cash Handling Billing and Invoicing
Cashier Cum Manager - Maligaon, GuwahatiWe are looking for a responsible Cashier Cum Manager to handle daily cash transactions, billing, accounting records, and store operations. The candidate should have good knowledge of Billing, MS Excel, cash handling, inventory coordination, and basic accounting. Good communication and managerial skills are preferred.
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  • 1 - 4 yrs
  • 3.0 Lac/Yr
  • Koramangala Bangalore
Sales Billing Cross Selling Cash Handling Store Handling Customer Handling Store Operations
Position Available:Retail Store ManagerAreas of Impact: Retail Experience & SaleCTC-3,36,000Variable: Performance based Incentive: 4000/monthWork timings:Morning Shift - 11AM to 8PMEvening Shift - 2PM to 11 PM *Working on weekends and public holidays*Weekly off: 1 off between Monday to ThursdayRole:We are looking for:Build strong rapport with the customers, assisting customers with questions & needs. Executing in a quick and efficient manner. Upselling, cross-selling of other activities, beverages, and second games, memberships, Provide professional and extra care to the players. Making sure the team is adhering to SOPs in all aspects Responsible for complete unit equipment and maintenance Responsible for meeting Target of the unit Responsible for making sure team is hitting their targetsTraining new hires Staffing, Mentoring skills End of shift: Cash and bank validations Billing,validation of different modes of payments.Team Monthly reviews Vendor Management On-the-job performing any unit requirements. Checklist Management: Opening and closing checklist. Inventory Management Escalations on complaints of players and escalate to seniors when required.Manage events and bookings as needed. Safeguard gaming equipment.# Graduate# 1 year experience as a Team Lead# Excellent negotiation skill
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  • 0 - 6 yrs
  • Arjunganj Lucknow
Cash Register Operation Product Display Customer Service
We are looking for a dedicated Shop Manager to oversee the daily operations of our store in Arjunganj. The ideal candidate will have a strong sense of responsibility and the ability to manage a team effectively.Key Responsibilities:- Manage Store Operations: Ensure the store runs smoothly by overseeing day-to-day activities, including inventory management and sales.- Supervise Staff: Lead and motivate the team to deliver excellent customer service and meet sales goals, providing training and support as needed.- Customer Service: Address customer inquiries and resolve complaints promptly, maintaining a positive shopping experience for all visitors.- Inventory Management: Track stock levels, order new products as needed, and ensure the store is well-stocked and organized.- Sales Reporting: Monitor sales performance and generate reports to identify trends and areas for improvement, assisting in setting future targets.- Maintain Cleanliness: Ensure the store is clean and welcoming, adhering to health and safety standards.Required Skills and Expectations:Candidates should have completed at least the 10th grade and have a willingness to learn. Previous experience in retail or management is a plus but not necessary, as we welcome both new and seasoned individuals. Strong communication skills are essential for interacting with customers and team members. You should be organized, reliable, and able to manage time effectively in a fast-paced environment. Being a team player with a positive attitude will help foster a motivated work atmosphere. Flexibility in working hours is expected, as retail operations may require evenings and weekends.
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Treasury Manager - Full Time

Talent Zone Consultant

  • 7 - 12 yrs
  • Chennai
Treasury Management Cash Management Liquidity Management Cash Flow Forecasting Working Capital Management Banking Operations Bank Reconciliation Forex Management FX Hedging Interest Rate Risk Investment Management Debt Management Fund Management Financial Risk Management Corporate Finance Treasury MIS Financial Analysis Advanced Excel ERP Banking Relationships Stakeholder Management
Treasury Manager - Chennai Hiring Company: Talent Zone ConsultantExperience: 7-12 YearsLocation: Chennai Industry: BFSI / FinTech / NBFC / Corporate FinanceJob Summary:Talent Zone Consultant is looking for an experienced Treasury Manager to manage the organizations cash flow, liquidity, banking relationships and treasury operations. The ideal candidate should have strong experience in cash management, working capital, investments, forex and financial risk management.Key Responsibilities:Manage daily cash flow, liquidity and working capital requirements.Develop cash flow forecasts and monitor funding requirements.Manage relationships with banks and financial institutions.Oversee banking operations, fund transfers and cash management.Manage short-term investments and surplus funds.Monitor foreign exchange exposure and interest-rate risks.Support debt raising, borrowing and refinancing activities.Ensure compliance with treasury policies and regulatory requirements.Prepare treasury MIS, liquidity reports and management dashboards.Identify opportunities to optimise interest costs, banking charges and working capital.Qualification: CA / MBA Finance / CMA / CFA preferred.
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Senior DME Billing Manager - Mohali

A Square Technologies Pvt. Ltd.

  • 12 - 20 yrs
  • Mohali
DME Billing US Healthcare RCM Denial Management Cash Posting DME Physician Billing Medical Billing
We are seeking a dynamic and experienced Senior Manager DME Billing to lead large scale DME Revenue Cycle Management operations across multiple functions, teams, and client portfolios.The role will be responsible for driving operational excellence, revenue enhancement, client satisfaction, people leadership, and strategic business initiatives.The ideal candidate will have extensive experience in DME Billing, Accounts Receivable Management, Denials Management, Client Relationship Management, Process Transformation, and Leadership of large operational teams within the US Healthcare domain.Preferred candidate profile12-15 years of experience in US Healthcare Revenue Cycle Management.Minimum 5+ years in leadership roles managing large operations teams. Strong expertise in DME Billing and related healthcare revenue cycle functions.Experience managing teams of 75150+ employees.Proven success in client-facing and revenue management roles.Strong understanding of operational metrics, financial management, and business governance.Excellent communication, presentation, and stakeholder management skills.
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  • 2 - 8 yrs
  • 15.0 Lac/Yr
  • Delhi
Stock Market Direct Sales Mutual Funds Sales Demat
We are looking for a motivated and experienced Sales Manager to join our team in Delhi. This role requires a dynamic individual with strong leadership skills and a passion for driving sales. Key responsibilities:- Develop Sales Strategies: Create effective sales plans to meet revenue targets and expand market presence. This involves understanding market trends and customer needs. - Manage the Sales Team: Lead and mentor the sales team, providing training and support to enhance their performance and achieve sales goals.- Build Client Relationships: Establish and maintain strong relationships with clients to understand their needs and promote our products, ensuring customer satisfaction and loyalty.- Monitor Sales Performance: Analyze sales data to track progress and identify areas for improvement. Regularly report on sales metrics to senior management.- Collaborate with Other Departments: Work closely with marketing and product teams to align sales strategies and ensure consistent messaging.Required skills and expectations:- Proven Sales Experience: Candidates should have 2 to 8 years of experience in sales, preferably in a managerial role.- Educational Background: A degree in B.A, B.B.A, B.Com, or B.Sc is required.- Leadership Skills: The ideal candidate should demonstrate strong leadership abilities and the ability to motivate a team.- Communication Skills: Excellent verbal and written communication skills are essential for interacting with clients and team members.- Analytical Skills: Must possess the ability to analyze sales data to make informed decisions and develop effective strategies. This is a full-time position requiring the candidate to work from the office.
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Hiring Freshers || Wealth Manager

Divine Financial Investment

  • 0 - 2 yrs
  • 5.0 Lac/Yr
  • Lucknow
Stock Broking Marketing Mutual Funds Private Banking Mutual Funds Sales Insurance Sales Equity Sales Banking Sales Banking
The Wealth Manager will be responsible for the promotion,development and handling of client relationships related to financialplanning, wealth management, tax planning.The capacity utilization of an SRM will be as follows:1. Acquisition of new client by moving into the market -60%2. Handling of portfolio and create new references from the client -30%3. In house training for operational and technical issues -10%KRA:-1. Manage Client Portfolio2. Create Leads Pipeline3. Arrange Participants for Events with the support of his Team4. Acquire Clients from Leads provided by System5. Stay Updated of Financial Market Events6. Understand Financial Planning, Wealth Management, Tax Planning
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Looking For Senior Accounts Manager

Impact Hr & Km Solutions

  • 10 - 15 yrs
  • 5.0 Lac/Yr
  • Nashik
Tally Book Keeping Taxation Indirect Taxation TDS Bank Reconciliation Tally ERP Statutory Audit Financial Reporting Financial Analysis Financial Consultancy Petty Cash Management Accounting Software VAT Audit Factory Accounts Accounts Finalisation Balance Sheet Financial Statements Invoice Verification GST Tally GST
Key ResponsibilitiesManage and oversee day-to-day accounting and finance operations.Prepare monthly, quarterly, and annual financial statements and management reports.Ensure accurate maintenance of general ledger, accounts payable, accounts receivable, and bank reconciliations.Monitor cash flow, working capital, and financial performance.Lead budgeting, forecasting, and variance analysis activities.Ensure compliance with statutory requirements, GST, TDS, Income Tax, and other applicable regulations.Coordinate internal and external audits and ensure timely closure of audit observations.Review and approve financial transactions, journal entries, and reconciliations.Develop and implement financial controls, policies, and accounting procedures.Manage relationships with banks, auditors, tax consultants, and regulatory authorities.Analyze financial data and provide strategic recommendations to senior management.Supervise and mentor accounting team members to ensure efficiency and professional growth.Support business planning, cost control, and profitability improvement initiatives.Ensure compliance with accounting standards and company policies.
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Wealth Manager Fresher

Flourish Direct Pvt Ltd

  • Fresher
  • Kankarbagh Patna
Marketing Stock Broking Private Banking Mutual Funds Equity Sales Insurance Sales Mutual Funds Sales Personal Loans
As a Wealth Manager intern, you will play a key role in assisting individuals with managing their financial assets and investments. Your focus will be on helping clients achieve their financial goals through effective planning and advice.Key Responsibilities:- Client Relationship Management: Build and maintain strong relationships with clients. Understand their financial needs and goals to provide tailored investment advice.- Investment Analysis: Assist in analyzing different investment options. Gather information about market trends and financial products to recommend suitable choices for clients.- Portfolio Management: Help manage client portfolios by monitoring performance and making adjustments as needed. Ensure that investment strategies align with clients' risk tolerance and objectives.- Financial Planning: Support in developing comprehensive financial plans for clients. This includes budgeting, savings strategies, and retirement planning.- Market Research: Conduct thorough research on financial products and market conditions. Keep informed about trends and news that might affect clients' investments.- Reporting: Prepare regular reports on client investments and market analysis. Communicate findings clearly to help clients understand their financial status.Required Skills and Expectations:You should be a recent 12th-grade graduate with a keen interest in finance and investment. Strong communication skills are essential for explaining complex concepts to clients. A proactive attitude and willingness to learn are highly valued. Basic knowledge of Microsoft Office applications and an eagerness to engage with clients will contribute to your success in this role. Freshers are welcome; this internship provides an excellent opportunity to gain hands-on experience in wealth management.
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Hiring For Sales Manager

Avhm Global Pvt Ltd

  • 3 - 9 yrs
  • 2.0 Lac/Yr
  • Noida Sector 63
Real Estate Sales Sales Banking NRI Relationship Manager Mutual Funds Sales
We are looking for a motivated Sales Manager with 3 to 9 years of sales experience to join our team in Noida Sector 63. The ideal candidate will lead the sales team and drive revenue growth while ensuring customer satisfaction.Key Responsibilities:- Lead Sales Team: Manage and guide a team of sales representatives to achieve sales targets and maximize performance.- Develop Strategies: Create and implement effective sales strategies to meet company goals and improve market penetration.- Client Relationship Management: Build and maintain strong relationships with clients to understand their needs and ensure satisfaction.- Sales Forecasting: Analyze sales data and market trends to provide accurate sales forecasts to senior management.- Training and Development: Provide training and support to team members to enhance their skills and knowledge in sales techniques.Required Skills and Expectations:The successful candidate will possess strong leadership and communication skills, with a proven ability to motivate and inspire a team. Experience in developing sales strategies is essential. The candidate should demonstrate analytical thinking to assess sales data effectively and possess excellent problem-solving skills. A customer-focused attitude and the ability to build relationships are crucial. As a male candidate, a commitment to achieving high standards is expected, along with a proactive approach to driving sales results. The ability to work full time from the office is required for this role.
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Product Sales Manager (Male)

Uponly Technologies Private Limited

  • 1 yrs
  • 6.5 Lac/Yr
  • Vashi Navi Mumbai
Direct Sales Direct Channel Direct Sales Executive Direct Selling Fund
About the RoleWe are looking for a highly motivated and energetic Sales Executive to join our growing team. The candidate will be responsible for generating leads, meeting prospective investors/clients, presenting our investment opportunities, and driving fundraising through direct sales efforts.This role is ideal for individuals who are passionate about sales, relationship building, and achieving ambitious targets.
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Relationship Manager (Direct Sales) - Full Time

Skywings Advisors Private Limited

  • 1 - 7 yrs
  • Noida
Demat Account Acquistion Wealth Management Sales Insurance and Mutual Fund Sales Financial Market Knowledge
The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.
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  • 1 - 7 yrs
  • 2.0 Lac/Yr
  • Raigarh
Electrician Cash Register Operation Product Knowledge Sales Techniques Customer Service
We are looking for a dedicated Shop Manager to oversee our store operations in Raigarh, Chhattisgarh. The ideal candidate will ensure smooth daily operations, manage staff, and enhance customer satisfaction. This full-time position requires someone with 1 to 7 years of experience and a minimum of a 10th-grade education.Key Responsibilities:1. Supervise Daily Operations: Oversee the day-to-day activities of the shop, ensuring that it runs efficiently and achieves sales targets.2. Manage Staff: Recruit, train, and supervise team members. Foster a positive work environment to promote teamwork and high performance.3. Customer Service Excellence: Ensure that customers receive high-quality service. Address any complaints or issues promptly to maintain satisfaction.4. Inventory Management: Oversee stock levels and manage inventory, making sure that the shop is well-stocked and organized.5. Sales Reporting: Analyze sales data and prepare reports to track performance. Use this data to make informed decisions to drive sales growth.
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  • 8 - 12 yrs
  • 7.0 Lac/Yr
  • Gurgaon
Oversee Daily Accounting Operations Including Accounts Payablereceivable General Ledger Payroll Budgeting Cash Forecasting
Key Responsibilities1. Manage and oversee daily accounting operations, including accounts payable/receivable, general ledger, payroll, budgeting, cash forecasting, and month-end/year-end processes2. Monitor and analyse accounting data to produce accurate financial reports and statements for management and stakeholders.3. Establish and enforce proper accounting methods, policies, and principles to ensure compliance with accounting standards and regulations.4. Coordinate and complete annual audits and participate in internal and external audit processes.5. Supervise, train, and mentor accounting staff, delegating tasks and ensuring high standards of accuracy and efficiency.6. Develop and improve accounting systems, procedures, and internal controls to enhance department performance and compliance.7. Assist in budgeting, financial forecasting, and variance analysis to support organizational planning and decision-making.8. Prepare and review financial statements, reconciliations, and detailed reports for management and regulatory purposes.9. Provide financial insights and recommendations to senior management for strategic planning10. Team Management and getting productivity form Team Member. Candidate Criteria1.Education: Bachelor
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  • 0 - 1 yrs
  • Janta Nagar Ludhiana
Staff Management Sales Computer Operator Salesman Helper Store Manager Cash Handling Counter Sales Showroom Sales
We are looking for a Counter Sales Executive to join our team in Janta Nagar. The ideal candidate should be enthusiastic and willing to learn. You will be responsible for providing excellent customer service and assisting customers with their purchases at the counter.Key Responsibilities:- Customer Interaction: Greet customers warmly and assist them in finding products that meet their needs, ensuring a positive shopping experience.- Product Knowledge: Learn about the products we sell to effectively explain features and benefits to customers, helping them make informed decisions.- Sales Transactions: Process cash and card payments at the counter accurately and efficiently, maintaining a smooth checkout experience for customers.- Inventory Management: Help restock shelves and keep the display organized, ensuring that products are easily accessible to customers.- Handling Customer Queries: Address customer questions and concerns promptly, providing solutions to enhance customer satisfaction.- Daily Reporting: Keep track of sales and inventory levels, reporting any discrepancies to management.Required Skills and Expectations:- A minimum of a 10th-grade education is essential.- No prior experience needed, but a willingness to learn and improve is crucial.- Excellent communication skills to interact effectively with customers.- Basic math skills for handling transactions accurately.- A friendly and approachable demeanor to create a welcoming environment.- Ability to work in a fast-paced environment while maintaining attention to detail. If you are eager to start a career in sales and enjoy working with people, this role is perfect for you!
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Collection Manager (4-9 Years)

Samasta Globazo Solution LLP

  • 4 - 9 yrs
  • 2.5 Lac/Yr
  • Dunlop Kolkata
Cash Collection Cluster Team Lead
We are looking for candidate for Collection and Recovery on NPA Portfolio, who has experience is handling team and also self performer.The candidate should have good experince in collection and recovery himself/herself and can also handle team performance.The candidate should achieve daily team DRR collection and team's month end collection targets.The candidate should preferably be DRA certified.The candidate should have good Computer knowledge on Excel and can maintain daily MIS via vlookup.The candidate should be fluent in Hindi and Bengali (any other known laguage would be preferable).The candidate should be open for to work from 10:00 AM to 7:00 PM.Candidates within 5km radius from Dunlop location would be preferable.
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Relationship Manager - Full Time

Rojgari Placements Pvt. Ltd

  • 2 - 8 yrs
  • Ahmedabad
Relationship Manager Relationship Officer Sales Insurance Insurance Sales Sales Executive Field Sales Mutual Funds Sales Loan Sales Financial Product Sales Sales Officer Customer Relationship Team Management Skills BFSI Negotiation Skills HNI Acquisition Customer Service Interpersonal Skills
We are seeking a dedicated Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 8 years of experience and a graduate degree. This full-time position requires a professional who excels in building and maintaining strong relationships with clients.Position:- Relationship ManagerLocation:- AhmedabadQualification:- graduationExperience:- Minimum 2 yearsNeed minimum 2 years experience in sale of insurance, mutual funds, loan sales, financial products etc...Interested candidate can contact on 7623888872
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  • 15 - 25 yrs
  • 25.0 Lac/Yr
  • Tarapur Palghar
Audit Management Financial Compliance Strategic Planning Budgeting Financial Reporting Financial Analysis Cash Flow Management Cost Control Stakeholder Management Investment Analysis
We are looking for a General Manager Finance to oversee accounting, budgeting, and financial planning. The ideal candidate should have extensive experience in finance, strong leadership skills, and a solid understanding of financial regulations.Key Responsibilities:- Financial Management: Oversee financial operations and ensure compliance with regulations to maintain the organization's financial health.- Budgeting: Lead the budgeting process by preparing and monitoring the annual budget, ensuring alignment with business objectives.- Financial Reporting: Provide accurate and timely financial reports to senior management, assisting in strategic decision-making.- Team Leadership: Manage and mentor the finance team, fostering a collaborative environment and developing their professional growth.- Cash Flow Management: Monitor and manage cash flow, ensuring the organization's liquidity and financial stability.- Risk Management: Identify and analyze financial risks and develop strategies to mitigate them.- Stakeholder Interaction: Liaise with external stakeholders such as auditors, banks, and regulators, ensuring transparent communication and relationship management.Required Skills and Expectations:The candidate must have a Chartered Accountant (CA) or ICWA qualification and possess 15-25 years of experience in finance roles, with a focus on leadership. Strong analytical skills, attention to detail, and proficiency in financial software are essential. The candidate should have excellent communication skills to interact with various stakeholders effectively. A strategic mindset and the ability to adapt to changing environments are crucial for success in this role. This position requires a male candidate, who will work full-time at our Tarapur office.
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  • 2 - 3 yrs
  • Kalaburagi Gulbarga
Banking Operations Knowledge Team Handling & Staff Supervision Cash Handling & Transaction Monitoring Loans Insurance Risk Management & Compliance Awareness Problem-Solving & Decision-Making CRM
Key Responsibilities:Manage daily accounting operations and maintain financial recordsMonitor cash transactions, deposits, and withdrawalsPrepare and verify ledgers, balance sheets, and financial reportsEnsure compliance with banking policies, KYC, and audit requirementsHandle account reconciliation and resolve discrepanciesSupport internal and external auditsSupervise junior accounting staff and ensure workflow efficiencyAssist Branch Manager in overall branch operationsMonitor loan and deposit accounting processesEnsure proper documentation and record-keeping
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  • 2 - 6 yrs
  • 6.0 Lac/Yr
  • Gurgaon
Relationship Manager Financial Services Mutual Funds Mutual Funds Sales
Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence
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Opening For Wealth Manager

Divine Financial Investment

  • 2 - 3 yrs
  • 6.0 Lac/Yr
  • Lucknow
Stock Broking Marketing Private Banking Mutual Funds Equity Sales Insurance Sales Mutual Funds Sales Personal Loans Banking Sales
As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%
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  • 8 - 10 yrs
  • Bangalore
SME Relationship Manager Senior Relationship Manager SME Lending MSME Lending Business Banking Business Loans Working Capital Loans Term Loans LAP Loan Origination Loan Processing Credit Assessment Credit Analysis Credit Appraisal Credit Underwriting Financial Analysis Financial Statement Analysis Cash Flow Analysis Customer Acquisition Portfolio Management Portfolio Growth Relationship Management Business Development Revenue Growth Cross Selling Upselling DSA Managemen
SME Relationship Manager Company: Talent Zone ConsultantJob Title: Senior SME Relationship Manager / SME Lending Relationship ManagerExperience: 8-10 YearsLocation: Bangalore / Mysore / ChennaiEmployment Type: Full-timeJob SummaryTalent Zone Consultant is looking for an experienced SME Relationship Manager with 8-10 years of experience in SME lending, business banking, NBFC, FinTech or financial services.The ideal candidate will be responsible for SME customer acquisition, credit assessment, loan sourcing, portfolio management and revenue growth. The role requires strong knowledge of working capital, business loans, term loans and secured/unsecured SME lending, along with the ability to build long-term relationships with SME clients.Current SME banking roles in Bangalore emphasize acquiring, growing and retaining profitable SME portfolios, structuring appropriate credit facilities and managing portfolio returns.Key ResponsibilitiesAcquire new SME/MSME customers through direct sourcing, referrals, channels and market outreach.Develop and maintain strong relationships with SME business owners, promoters and key decision-makers.Manage the complete lending lifecycle from lead generation to sanction and disbursement.Understand customer business models, financial requirements and working-capital needs.Conduct preliminary credit assessment and financial analysis of SME borrowers.Analyse financial statements, cash flows, banking transactions and repayment capacity.Prepare and coordinate credit proposals and loan documentation with Credit and Risk teams.Handle Working Capital Loans, Term Loans, Business Loans, LAP and other SME lending products.Coordinate with Credit, Operations, Legal, Risk and Collections teams for timely processing and disbursement.Manage and grow an existing SME lending portfolio while maintaining portfolio quality.Track customer repayment behaviour, exposure, delinquency and credit risk.Identify cross-sell and up-sell opportunities across lending, payments, cash management and other financial products.Achieve monthly/quarterly acquisition, disbursement, revenue and portfolio growth targets.Build relationships with DSAs, channel partners, brokers and referral networks.Monitor market trends, competitor offerings and emerging SME financing opportunities.Ensure compliance with internal policies, KYC requirements, credit guidelines and applicable regulations.Required SkillsCore Skills:SME Lending, MSME Lending, Business Banking, Credit Assessment, Credit Analysis, Loan Processing, Loan Origination, Customer Acquisition, Portfolio Management, Relationship Management, Business Development, Financial Analysis, Financial Statement Analysis, Working Capital Loans, Term Loans, Business Loans, LAP, Secured Lending, Unsecured Lending, Credit Appraisal, Credit Underwriting, Risk Assessment, Portfolio Growth, Revenue Growth, Cross Selling, Upselling, Channel Management, DSA ManagementAnalytical / Technology Skills:Financial Modelling, Credit Risk Analysis, Banking Analysis, Cash Flow Analysis, MS Excel, CRM, MIS Reporting, Portfolio Analytics, Business AnalyticsSoft Skills:Client Relationship Management, Stakeholder Management, Negotiation Skills, Communication Skills, Presentation Skills, Business Acumen, Market Development, Problem Solving, Target OrientationCandidate Profile8-10 years of experience in SME/MSME lending, business banking, NBFC, FinTech or financial services.Strong track record in SME customer acquisition and portfolio management.Hands-on experience in credit assessment and loan processing.Good understanding of financial statements, cash flow and borrower creditworthiness.Experience handling working capital and term lending products is preferred.Candidates with experience managing high-value SME portfolios will be preferred.Strong ability to acquire new customers while retaining and expanding existing relationships.Experience working with Credit, Risk, Operations and Collections teams.MBA/PGDM in Finance/Marketing or equivalent qualification preferred.
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  • 6 - 8 yrs
  • Chennai
Wealth Management Private Banking AUM Mutual Funds PMS AIF Client Acquisition Portfolio Management HNI UHNI
Job Role- PCG Elite SalesKey responsibilities and accountabilities Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks. Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.should be capable pf bringing wealth AUM book in 3-6 months- (MF/PMS/ AIF) productsSkills required 6 - 8 years relevant work experience in a Wealth management/Private Banking platform. Post graduate from a premier institute. Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.
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  • 7 - 10 yrs
  • Bangalore
Relationship Management Client Acquisition Business Development Portfolio Management Corporate Banking Business Banking BFSI Products Cross Selling Upselling Revenue Growth Customer Retention Client Servicing Credit Understanding Financial Analysis Credit Appraisal Loan Products Working Capital Trade Finance Cash Management Wealth Management KYC RBI Compliance Risk Management Negotiation Stakeholder Management Market Intelligence Pipeline Management Team Management
Position: Senior Relationship Manager Experience: 7+ YearsLocation: Bengaluru, KarnatakaEmployment Type: Full-timeJob DescriptionTalent Zone Consultants is looking for an experienced Senior Relationship Manager for a leading BFSI organization in Bengaluru. The candidate will be responsible for managing and growing an existing client portfolio, acquiring new customers, increasing revenue and wallet share, and providing suitable banking/financial solutions.Key ResponsibilitiesManage and deepen relationships with existing corporate, business, HNI or affluent clients.Identify and acquire new-to-bank customers through market mapping, referrals and networking.Drive revenue, portfolio growth, customer acquisition and wallet-share targets.Understand client business/financial requirements and recommend appropriate banking and financial products.Cross-sell products such as loans, working-capital facilities, trade finance, cash management, insurance, investments and other banking solutions.Develop and execute client acquisition and relationship-growth strategies.Conduct regular client meetings, portfolio reviews and business discussions.Coordinate with Credit, Risk, Product, Operations and Compliance teams to ensure smooth delivery of solutions.Prepare business proposals and support credit appraisal/structuring wherever applicable.Monitor portfolio performance, customer satisfaction and potential business/risk issues.Maintain strong knowledge of market trends, competitor offerings and BFSI products.Ensure adherence to KYC, AML, RBI regulations, internal policies and responsible-sales practices.Maintain accurate customer records, pipeline reports and MIS.Meet and exceed individual and team business targets.Candidate Requirements7+ years of relevant experience in Relationship Management, Corporate Banking, Business Banking, Retail/Commercial Banking, Wealth Management, NBFC or Financial Services.Graduate degree required; MBA/CA preferred for corporate/business banking roles.Proven track record of client acquisition, portfolio growth and revenue generation.Strong understanding of banking products and financial solutions.Experience managing high-value/corporate client relationships preferred.Strong negotiation, presentation and stakeholder-management capabilities.Ability to independently manage targets, client portfolios and business development activities.
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Looking For Billing Manager

Lakshmi North East Solutions (LNES)

  • 1 - 2 yrs
  • 2.0 Lac/Yr
  • Maligaon Guwahati
Tally MS Excel Billing Cash Handling Staff Management
As a Billing Manager, you will play a crucial role in overseeing all billing processes within the organization. Your main responsibilities will include:- Managing the Billing Team: Supervise and support the billing team to ensure accuracy and efficiency in billing operations.- Invoice Preparation and Review: Create, review, and send invoices to clients, ensuring that all charges are accurate and comply with company policies.- Payment Processing: Oversee the receipt and processing of payments, addressing any discrepancies and ensuring that accounts are settled in a timely manner.- Customer Communication: Act as the primary point of contact for clients regarding billing inquiries, resolving any issues or concerns they may have efficiently.- Financial Reporting: Prepare reports on billing activities and outstanding payments, providing insights on revenue and trends to help guide business decisions.- Compliance and Auditing: Ensure that all billing practices meet regulatory compliance and assist in internal audits to maintain financial integrity.To succeed in this role, you should have a solid understanding of billing procedures and financial regulations. Strong analytical skills and attention to detail are essential to identify discrepancies quickly. You must be proficient in using billing software and have experience in financial reporting. Excellent communication skills are necessary to effectively interact with clients and collaborate with the team. A proactive approach to problem-solving will be highly valued. The role requires a male candidate with 1 to 2 years of relevant experience, and it is an office-based position in Maligaon.
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Finance Manager (Full Time)

Lakshmi North East Solutions (LNES)

  • 5 - 10 yrs
  • 8.0 Lac/Yr
  • Dhubri
Accounts Tally Financial Planning Corporate Finance Financial Reporting Financial Modelling Cash Flow Management GST Return Budget Analysis MIS Reports Transaction Banking
1. Should have a good knowledge in accounts with GST and IT Return.2. Proper Filing and Voucher/Bill Maintenance3. Preparing budget forecasts & MIS reports4. Tracking payments from both internal and external stakeholders.5. Handling monthly, quarterly and annual closings.6. All Banking Related works
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Finance Manager

Lakshmi North East Solutions (LNES)

  • 1 - 3 yrs
  • 3.0 Lac/Yr
  • Guwahati
Financial Planning Corporate Finance Treasury Finance IFRS Financial Reporting Legal Compliance Financial Modelling Banking Finance Accounts Tally Cash Flow Management Risk Management Cost Control Management Budget Analysis Tally GST Microsoft Excel
Job Openings for 1 Finance Manager Job with minimum 1 Year Experience in Guwahati, having Educational qualification of : B.B.A, B.Com, Other Bachelor Degree with Good knowledge in Financial Planning,Corporate Finance,Treasury,Finance,IFRS,Financial Reporting,Legal Compliance,Financial Modelling,Banking Finance,Accounts Tally,Cash Flow Management,Risk Management,Cost Control Management,Budget Analysis,Tally GST,Microsoft Excel etc.
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  • 2 - 6 yrs
  • 8.0 Lac/Yr
  • Gurgaon
Sales Manager BFSI Mutual Funds BFSI SALES NBFC
Job descriptionWe are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and mf and insurance products.Required Candidate profileClient Acquisition & Business DevelopmentFinancial ServicesClient Relationship ManagementMarket & Product Knowledge
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Relationship Manager - RCPS

Capital Placement Services

  • 1 - 7 yrs
  • 3.0 Lac/Yr
  • Gurgaon
Marketing Financial Products Mutual Funds Sales Insurance Mortgage Loans
Job description :- Technical/Software Skills (if any) __Computer MS word / Office, emailbuilds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients, identifying needs, providing support, and resolving issues. Relationship Managers also look for opportunities to grow business through upsells and new client acquisition. Key Responsibilities ___Marketing of Financial products like Mutual Funds, Insurance, Loans
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  • 1 - 7 yrs
  • 3.0 Lac/Yr
  • Gurgaon
Marketing Banking Financial Products Mutual Funds Insurance Sales Mortgage Loans Customer Relationship Customer Service BFSI Interpersonal Skills HNI Acquisition Negotiation Skills Team Management Skills
Job description :- Technical/Software Skills (if any) __Computer MS word / Office, emailbuilds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients, identifying needs, providing support, and resolving issues. Relationship Managers also look for opportunities to grow business through upsells and new client acquisition. Key Responsibilities ___Marketing of Financial products like Mutual Funds, Insurance, Loans
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Collection Officer - Freshers

Impact Hr & Km Solutions

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Nashik
Cash Collection Collection Manager Collection Officer Collection Head Regional Collection Manager Assistant Manager Collections
Key ResponsibilitiesPortfolio Management: Review and monitor assigned accounts to identify outstanding dues and prioritize overdue accounts for recovery.Customer Contact: Reach out to defaulting clients via phone calls, emails, registered letters, or field visits to remind them of unpaid invoices or loan installments.Negotiation & Payment Settlement: Understand customer financial constraints, handle objections skillfully, and negotiate viable repayment plans or settlements within corporate policy parameters.Data Accuracy & Tracking: Maintain precise, updated records of all customer interactions, payment commitments, collections made, and reasons for non-payment in the system.Payment Collection & Allocation: Follow up on committed payment dates, collect payments (cash, cheques, online transfers), and coordinate with the accounts department to ensure accurate allocation.Legal & Escalation Coordination: Identify critical/high-risk defaulters who refuse to pay and escalate those accounts to the legal or higher management team for further action.Compliance: Adhere strictly to industry guidelines, code of conduct, and legal frameworks governing debt recovery.
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Looking For Relationship Manager (Direct Sales)

Skywings Advisors Private Limited

  • 1 - 7 yrs
  • Bhopal
Demat Account Acquisition SIP Sales Wealth Management and Investment Advisory Insurance and Mutual Fund Sales
The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.
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  • 1 - 7 yrs
  • Thiruvananthapuram
Demat Account Acquistion Wealth Management Sales Insurance and Mutual Fund Sales Customer Acquisition and Relationship Management
The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.
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Looking For Relationship Manager-Direct Sales

Skywings Advisors Private Limited

  • 1 - 7 yrs
  • Bangalore
Direct Sales Demat Account Acquistion Wealth Management Sales Insurance & Mutual Fund Sales
The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key ResponsibilitiesAcquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.
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