Finance Executive Graduate Fresher Jobs in Nashik

Key ResponsibilitiesLead Generation: Finding potential customers (prospects) for products like Home Loans, Personal Loans, Business Loans, or Credit Cards.Customer Counseling: Explaining complex financial terms, interest rates, and repayment tenures in a way that the customer understands.Documentation & KYC: Collecting and verifying necessary documents (PAN, Aadhaar, Income Proof) to ensure the application meets bank/NBFC guidelines.Portfolio Management: Managing a book of clients and reaching out to them for Top-up loans or new insurance policies.Market Intelligence: Keeping track of interest rate changes by competitors (like SBI, HDFC, or ICICI) to pitch your product better.Target Achievement: Meeting monthly or quarterly disbursement targets (the total amount of loan money given out). Required SkillsFinancial Literacy: Basic understanding of $EMI$ (Equated Monthly Installment) calculations, $ROI$ (Rate of Interest), and Credit Scores (CIBIL).Ethics & Integrity: Since you are handling people's money and sensitive documents, honesty is non-negotiable.Persuasion: Ability to convince a customer why your banks product is better than a competitors.Relationship Building: Financial products are built on trust; you need to be a consultant rather than just a salesman.

We are searching for a highly observant insurance consultant/advisor to render accurate support on behalf of our steadily expanding firm. The insurance consultant should gather client insurance requirements, deliver appropriate guidance, and suggest insurance plans to match the clients needs.Conduct in-depth consultations with clients to assess their insurance requirements, understand their risk profiles, and identify coverage gaps.The candidate may have worked with an insurance broker or with the direct selling side of insurers or finance sector.Should have good communication skills.Fluent in speaking- English, Hindi, Marathi, TeluguFor more details Call- 7020391733WhatsApp- http://tiny.cc/inad24Email: srajcapitals@gmail.com

Responsibilities: Maintain and develop various financial models& Templates - historical, forecasts and projections and conducting peer level comparisons. Analysis of financial statements, Preparation of various types of reports such as CMA, Project Report, Cash Budget, Fund flow statement, Financial Follow up Report, DSCR statement, TEV Report, Opinion Report, Net worth statement, Feasibility report and stock statements etc. Documentation for proposals for various types of credit facilities. Follow up with clients for obtaining the information/documents required for preparation of loan proposals Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates