Financial Service Executive Job Vacancies in Delhi NCR

Responsibilities:Manage incoming and outgoing calls in a professional manner.Respond to customer inquiries, complaints and concerns with a problem-solving mindset.Log customer interactions and track follow-ups.Offer timely and relevant solutions to resolve customer issues.Collaborate with team members to escalate and address more complex concerns.Meet key performance metrics including call handling time, customer satisfaction and resolution rates.Job Requirements:The minimum qualification for this role is Graduate and 1 - 2 years of experience. The role involves resolving customer complaints, providing right information and escalating complex problems to the relevant department when needed. Candidates must be open to a 6 days working week during the Day shift.

We are looking for a Finance Executive to join our team in Sultanpur. The ideal candidate will have 1 to 5 years of experience in finance and hold a Bachelor's degree in Commerce (B.Com). This full-time position requires a motivated individual willing to work from the office.**Key Responsibilities:**- **Financial Reporting:** Prepare and present monthly, quarterly, and annual financial statements to ensure accurate and timely reporting to management.- **Budget Management:** Assist in creating and monitoring budgets to track financial performance and provide insights into cost efficiency.- **Accounting Coordination:** Work with the accounting team to ensure that all financial transactions are recorded accurately and comply with applicable standards.- **Cash Flow Analysis:** Monitor cash flow to ensure that the company has adequate funds for daily operations and long-term projects.- **Regulatory Compliance:** Ensure adherence to all financial regulations and standards, keeping up-to-date with any regulatory changes that may affect the business.- **Financial Audits:** Assist in preparing for audits and inspections, gathering necessary documentation and information as required.**Required Skills and Expectations:**- Strong analytical skills with attention to detail to evaluate financial data and identify discrepancies.- Proficiency in financial software and Microsoft Excel to manage and analyze financial information efficiently.- Good communication skills for effectively working with team members and presenting financial reports.- Ability to work under pressure and meet deadlines while maintaining high accuracy in financial records.- A proactive approach to problem-solving and a willingness to learn and adapt in a dynamic work environment.

Job Title: Business Development Executive (BDE)Location: Gurgaon (Work from Office)Experience : 1 - 2 yearATS LINK : https://www.prolegion.com/marketplace/4ff2fa7b-ad6d-4c3c-81a8-38dc860ea02c/business-development-executive?utm_source=linkedinRole OverviewThis is a target-driven, high-performance sales role focused on converting warm inbound leads into enrolments.You will engage with students and working professionals who have already shown interest in finance and trading careers. Your role is to guide, persuade, and close high-value enrollments.This is not a passive counselling role - we are looking for strong closers.Key ResponsibilitiesManage and own the entire lead pipelineConvert warm inbound leads via phone, WhatsApp, and emailUnderstand prospects

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

Job Description:HDFC Bank is looking for dynamic and motivated individuals to join our team as Financial Services Associates at our New Delhi branch (Gurgaon location). This is a client-facing role involving relationship management, sales, and customer service.Key Responsibilities:Promote and sell financial products like loans, credit cards, insurance, and mutual funds.Build and maintain strong customer relationships.Understand customer financial needs and provide appropriate solutions.Achieve monthly sales and service targets.Ensure compliance with bank policies and regulations.Qualifications & Experience:Minimum: Graduation in any stream (Bachelors degree).Experience: 5 to 6 years in banking, finance, or related sales/customer service roles.Strong communication and interpersonal skills.Basic knowledge of banking and financial services is preferred.Perks & Benefits:Attractive CTC package (21,000 24,000)Performance-based incentivesCareer growth opportunities within HDFC BankTraining and development support Contact on- mansi.chaudhary@jobeefie.com or 7817911137

Cross sell Life insurance and other investment products to customers.Field visit and joint calls with Home loan managers.handling walk in branch customers.coordination with loan department

If you are looking forward for well generated wealth and career to new highs, Then you can join us and then sky will be the limit. Its the one of best opportunity you can get. Lets meet and discuss further if you are interested and serious about your future.

Job Title: Assistant Sales Manager Financial Services - GurgaonJob Responsibility* Enter into and manage partnership and alliances with Vehicle OEMs local officials and their dealers* Hands on, direct sourcing to increase retail finance share in the local EV market* Manage monthly sales planning with partners and lead funnel* Manage collection processes with partners and collection agencies* Manage soft and hard collections* Ensure fluency in local language, handling local team and clients of the area assignedKey Skills:1. You are a proactive and independent person and are looking to take on independent responsibility2. You are good with numbers, have an analytical bent of mind and are curious by nature3. You can work as an independent contributor with little/ no support4. You are looking to join a young firm and believe in our mission (The mission of the company is to be an innovative market maker debt financing venture dedicated towards financing sustainable energy in India and catalysing the industry towards scale.)5. You can converse easily with sales staff and customers in local language as wellMandatory:* Done Retail loan sales and collections for an NBFC for atleast 2 years* Willingness to travel extensively to engage the market* Vehicle finance experience, especially new or used commercial vehicles or two wheelersTarget Industry: Commercial Vehicle Finance/EV - MandatoryGender: MaleExperience: 3 to 7 years of experience in retail lending salesJob Location: GurgaonWorking Days: 6 daysAge: 45 yearsQualification: Graduate/Post GraduateNotice Period: Immediate to 30 days only

We are seeking a motivated and detail-oriented Accounts Executive to join our finance team. This role involves a variety of accounting tasks, including data entry, account reconciliation, and financial reporting. The ideal candidate will have a strong understanding of basic accounting principles and excellent organizational skills.Responsibilities:* Data Entry: Accurately input financial data into accounting software, ensuring data integrity and consistency.* Account Reconciliation: Reconcile bank statements, credit card statements, and other accounts to ensure accuracy and identify discrepancies.* Financial Reporting: Assist in the preparation of financial reports, including income statements, balance sheets, and cash flow statements.* General Ledger Maintenance: Maintain the general ledger by posting journal entries and ensuring accurate account balances.* Invoice Processing: Process invoices, verifying accuracy and ensuring timely payment.* Vendor Management: Maintain vendor relationships, resolving payment issues and ensuring timely payments.* Assist with Audits: Provide necessary documentation and support during internal and external audits.* Ad-hoc Tasks: Perform other accounting tasks as assigned, such as assisting with tax filings or budget preparation.Qualifications:* Bachelor's degree in Accounting, Finance, or a related field.* 1-2 years of experience in accounting or finance.* Strong knowledge of accounting principles and practices.* Proficiency in accounting software (e.g., QuickBooks, Tally).* Excellent organizational and time management skills.* Attention to detail and accuracy.* Strong analytical and problem-solving skills.* Good communication and interpersonal skills.* Ability to work independently and as part of a team.Additional Considerations:* Salary: Commensurate with experience and qualifications.

Job Summary:The Freelance Real Estate Agent at NDR Group facilitates property transactions by representing buyers, sellers, landlords, or tenants. The role involves lead generation, marketing properties, negotiating deals, and providing expert market insights, ensuring clients receive outstanding service.Key Responsibilities:Assist clients with buying, selling, or leasing properties, offering market advice.Market properties using digital tools, social media, and open houses.Negotiate contracts, ensuring favorable terms for clients.Generate leads and maintain client relationships.Ensure compliance with all legal and administrative requirements.

Assist the Treasury Manager in the following tasks of the Treasury function.Cash management.Liquidity planning and control.Management of Investments in Mutual funds and Fixed deposits.Contacts with banks and rating agencies.Corporate finance.Banking relationship.Implement best practices.Assist in preparing data schedules/inputs formonth1y the MIS and for audit purposes.Liaise with banks for balance confirmations.Provide audit support for treasury-related activities to the consolidation team by updating audit schedules and responding to audit queries.Ensure time1y cirsu1ationofdai1y cash position to the treasury head and other relevant stakeholders.Provide support for the implementation of treasury products.Liaise regularly with the banks to solve operational issues between COE and banks.

HIWE ARE HIRING FOR LEADING FINANCIAL SERVICE PROFILE - FINANCIAL SERVICE ASSOCIATE SALARY -3.00 LPA + GOOD INCENTIVES EXPERIENCE - Min. 06 Months In Insurance Any Loan , HL , PL , BL , ML, LAP , CD Etc.MALE CANDIDATES REQUIREDAGE UP TO 32 MAXIMUM CANDIDATE SHOULD BE LOCALANY Interested CAN SHARE THEIR CV TO THIS NUMBAR -7898388714Regards - Sheikh Zuned

Job Openings for 5 International BPO Jobs for Freshers in Gurgaon,Delhi,Faridabad,BPO Executive,International BPO,Financial Services, having Educational qualification of : Higher Secondary, Other Bachelor Degree with Good knowledge in outbound calling,International Call Center,Voice Process,Inbound, BPO Executive,International BPO,Financial Services etc.

Designation Field Business Development ExecutiveDepartment SalesCompensation: 1.50-4.50 LPA plus incentiveFresher/Exp both can applyGraduates and postgraduates both can applyPurpose of the Role To accomplish lasting impact by creating pathway of success to the customers.To leverage on our strength that which benefits our client's campaign bringing them high return of investment. To become a part of our driving sales force contributing to increase client acquisition wherein they become the revenue generator for our organization.Key Responsibilities Identifying business opportunities by identifying individual business owners,MSMEs, Entrepreneurs, and Professionals and evaluating theirposition in the market, researching and analyzing sales opportunities. To develop business relationship with our end customer by providing support and solutions recommending our services benefiting their business requirements. To provide presentations and demonstrate our organizationspackages and of our services. To obtain qualitative business information of the businessenterprise he/she visits and also explains them of the same on how itwould be represented to the users of the company. To explain in detail of our product's features, advantages,benefits, tenure and all the terms and conditions related to the productthe client is showing interest upon. To contribute in persuading the business owners/SME's tobecome our registered customerswhich shall enhance the productivity of their business. To actively play the role of a consultant providing thecustomers with relevant answers and solutions to the query they raise. To prepare report by collecting, analyzing and summarizinginformation and send the Key Parameter Monitor (KPM) report to thereporting managers on daily basis.Skills and Work Experience Required: Language:- Fluent in English/Hindi Communication Skill - Good communication skill.

1. Keeping up to date accounting Books in Tally/ any other accounting software.2. Processes payments and documents such as invoices, journal vouchers, employee reimbursements.3. Managing Accounts payable & Accounts receivable processes4. Booking Sales and track timely receipt from Customers5. Bank Reconciliation, vendor & Customer Reconciliations6. Submission of Daily Sale, Purchase Report7. Managing TDS & GST Compliances8. Assisting Manager in MIS and any other additional accounting & reconciliation work from time to time.9. Team Management

Job Openings for 1 accounts executive Job with minimum 1 Year Experience in Kundli, Delhi, Delhi/NCR, having Educational qualification of : Other Bachelor Degree with Good knowledge in Finance, Indirect Taxation, Service Tax, TDS, Financial Accounting, Bank Reconciliation etc.

Knows Tds and Gst Knowledge

Maintaining billing systems keeping them up-to-date and carrying out billing duties. Creating and sending out invoices. GST Sales Entry, Purchase Entry, BRS, GST HSN Code Wise Report. Making reports on all daily activities. Entered account payables and receivables, reconcile bank accounts. Handle Invoices from vendors as well as customers on a daily basis Processing, verifying, and posting receipts for goods sold or services rendered. Processing and recording transactions. Maintaining records regarding payments and account statuses. Reconcile statements and payment records Neft, and Rtgs, etc Keeping track of all outstanding bills and expenses Preparing Cash Flow statement

Salary and Wages entry with Reconciliation Compliance with Reconciliation Purchase Reconciliation Expenses Approval Bank Check + Reconciliation E Way Bill Preparation Delivery Charges GST and TDS Data Prepare BG Tender work format Account (SD, PG, FDR) Stock Audit (Monthly) All Expenses Review Monthly Statement of Financial Transaction Monthly Vendor Reconciliation for Supplier with Ledger RTGS and NEFT Daily Basis Report Other as per Requirement

1. Book Keeping (Tally software)- Imports & Domestic sales/purchase.2. Invoicing & E-way bill.3. GST data management & compilation,reconcilaiation.4. Cashbook & Day book keeping5. Stock keeping & Inventory management.6. Salaries & Time management .7. Other Routine jobs.

Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.

Designation Field Business Development ExecutiveDepartment SalesCompensation: 1.50-4.50 LPA plus incentiveFresher/Exp both can applyGraduates and postgraduates both can applyPurpose of the Role To accomplish lasting impact by creating pathway of success to the customers.To leverage on our strength that which benefits our client's campaign bringing them high return of investment. To become a part of our driving sales force contributing to increase client acquisition wherein they become the revenue generator for our organization.Key Responsibilities Identifying business opportunities by identifying individual business owners,MSMEs, Entrepreneurs, and Professionals and evaluating theirposition in the market, researching and analyzing sales opportunities. To develop business relationship with our end customer by providing support and solutions recommending our services benefiting their business requirements. To provide presentations and demonstrate our organizationspackages and of our services. To obtain qualitative business information of the businessenterprise he/she visits and also explains them of the same on how itwould be represented to the users of the company. To explain in detail of our product's features, advantages,benefits, tenure and all the terms and conditions related to the productthe client is showing interest upon. To contribute in persuading the business owners/SME's tobecome our registered customerswhich shall enhance the productivity of their business. To actively play the role of a consultant providing thecustomers with relevant answers and solutions to the query they raise. To prepare report by collecting, analyzing and summarizinginformation and send the Key Parameter Monitor (KPM) report to thereporting managers on daily basis.Skills and Work Experience Required: Language:- Fluent in English/Hindi Communication Skill - Good communication skill.

Job Summary:The Freelance Real Estate Agent at NDR Group facilitates property transactions by representing buyers, sellers, landlords, or tenants. The role involves lead generation, marketing properties, negotiating deals, and providing expert market insights, ensuring clients receive outstanding service.Key Responsibilities:Assist clients with buying, selling, or leasing properties, offering market advice.Market properties using digital tools, social media, and open houses.Negotiate contracts, ensuring favorable terms for clients.Generate leads and maintain client relationships.Ensure compliance with all legal and administrative requirements.

Position : Sales OfficerRole and Responsibility: To monitor closely the HL data and Sell Home Loan To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. To ensure to source customers family details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint ownership of the customer at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc) To always be well groomed and his sales kit should be organized and complete To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc