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FINANCIAL RELATIONSHIP MANAGER: JD 3-4 Years of Experience in Financial Advisory and Wealth Management. - Should have worked in this domain and has a commerce background - Has experience of working with HNI and NRI - Should be thorough with calculations and presentations - On-site role with office at Golf course road, Gurgaon - Good communication skills (Verbal and written) - Females are preferred Roles & Responsibilities 1. Sales - Acquire HNI and NRI clients who have portfolio size of 25Cr + through referrals, networks and company provided leads. 2. Client Servicing - Manage Wealth of Clients in real estate assets. Built and maintain long-term relationships with high-value investors and ability to serve them in most professional manner 3. Reporting - Prepare Investment Advisory and Portfolio Performance reports with data-driven investment recommendations. Should Have interest in knowing about Real Estate as they have to advise clients about Real Estate. So Market research and good knowledge about asset will be required 4. Coordination with Experts - Coordinate with experts required for properties including Lawyers, Tax experts.

As a Finance Advisor, you will play a crucial role in assisting clients with their financial decisions and helping them achieve their financial goals. **Key Responsibilities:**- **Client Consultation**: Meet with clients to understand their financial needs and goals, providing personalized financial advice based on their individual situations.- **Financial Analysis**: Assess clients' financial status by reviewing income, expenses, and assets to determine the best financial strategies for them.- **Product Recommendations**: Suggest financial products such as investments, insurance, and savings plans that align with clients goals and risk tolerance.- **Market Research**: Stay updated on market trends, financial regulations, and new financial products to provide clients with accurate and timely information.- **Record Keeping**: Maintain accurate records of client interactions and transactions, ensuring all information is up-to-date and confidential.**Required Skills and Expectations:**You should have strong analytical skills and a basic understanding of finance to help guide clients effectively. Good communication skills are essential, as you will need to explain complex financial concepts in a simple manner. Being detail-oriented will help you keep accurate records and analyze financial data. A positive attitude and a willingness to learn are important, especially since you will be starting in this role with minimal experience. Overall, we are looking for someone who is eager to help clients and build their financial knowledge.

As a Portfolio Administrator, you will play a crucial role in managing and supporting investment portfolios. Your attention to detail and organizational skills will be vital in ensuring smooth operations and client satisfaction.**Key Responsibilities:**- **Manage Investment Portfolios:** You will be responsible for overseeing various investment portfolios, ensuring they are managed according to established guidelines and strategies.- **Data Management:** Regularly update and maintain accurate portfolio data, ensuring all records are current and accessible for analysis.- **Monitor Market Trends:** Keep a close watch on financial markets and economic trends to provide insights that guide investment decisions.- **Client Communication:** Serve as the point of contact for client queries, addressing their concerns and providing updates about their portfolio performance.- **Reporting:** Prepare detailed reports on portfolio performance, summarizing key metrics and insights to assist stakeholders in decision-making.**Required Skills and Expectations:**To excel in this role, you should hold a B.B.A., B.Com, or a related professional degree. A minimum of 2 to 8 years of experience in portfolio management or a similar field is required. Strong analytical and quantitative skills are essential, along with proficiency in financial software tools. You should possess excellent communication skills to interact effectively with clients and colleagues. A keen eye for detail, along with strong organizational abilities, will help you manage multiple tasks efficiently in a fast-paced environment. Candidate gender preference is male, and this is an office-based full-time role located in Churchgate.

Designation - AGM/GM - FinanceExperience - 6-7 + Years (After CA Qualification)Location - Gurgaon, HaryanaJob Summary:BYLD Group is seeking a seasoned and forward-thinking AGM/GM - Finance to drive strategic financial planning, and strengthen the organizations fiscal discipline. The role demands a professional with a strong foundation in both consulting and corporate finance, capable of partnering with business leaders to enable data-driven decisions, optimize performance, and support sustainable growth across BYLDs diverse business verticals.Key Responsibilities:1. Strategic Financial Leadership:Lead financial strategy development in alignment with organizational goals.Provide strategic insights to the leadership team on business performance, risk, and growth opportunities.Drive annual budgeting, forecasting, and multi-year financial planning.Support business expansion initiatives, acquisitions, and investment evaluations.2. Financial Reporting, Compliance & Governance:Ensure timely and accurate preparation of financial statements in compliance with Ind-AS and regulatory requirements.Oversee statutory, internal, and tax audits with external auditors and consultants.Maintain adherence to all legal and fiscal obligations under the Companies Act, Income Tax, and GST laws.Strengthen governance, internal controls, and risk management frameworks across the organization.3. Business Partnering & Performance Management:Collaborate with business heads to improve profitability, cost structures, and financial efficiency.Develop and review financial models, pricing frameworks, and project profitability analyses.Partner with operations and HR functions to align budgets and measure ROI on key initiatives.Present insightful MIS reports and performance dashboards to management and stakeholders.4. Treasury, Funding & Working Capital Management:Oversee cash flow planning, fund utilization, and banking relationships.Manage working capital effectively and ensure timely receivables and vendor payments.Evaluate and implement financing options for business expansion and cost efficiency.5. Leadership & Process Excellence:Lead and mentor a high-performing finance team, ensuring capability development and performance accountability.Drive process automation, ERP optimization, and digitization of finance operations.Promote a culture of transparency, ownership, and continuous improvement.Partner cross-functionally to ensure financial integrity across all business operationQualifications & Requirements:Qualified Chartered Accountant (CA) with a minimum of 7 + Years of post-qualification experience in Finance, Accounts, and Strategic Planning.Proven experience in both consulting (Big 4 or reputed audit/financial advisory firm) and corporate finance roles.Strong understanding of Indian Accounting Standards (Ind-AS), Companies Act, Taxation (Direct & Indirect), and Regulatory Compliances.Demonstrated expertise in financial planning & analysis (FP&A), budgeting, forecasting, and business partnering.Hands-on experience in managing statutory and internal audits, risk management, and financial governance frameworks.Proficiency in ERP systems (SAP), advanced Excel, and experience with financial automation tools.Strong analytical and problem-solving skills with the ability to interpret complex financial data for strategic decision-making.Excellent interpersonal, leadership, and communication skills to collaborate effectively with CXOs, business heads, and external partners.Ability to lead a high-performing team and foster a culture of accountability, integrity, and continuous improvement.Exposure to professional services, consulting, HR solutions, or learning industry will be an added advantage.Why join BYLD:Perks & Benefits:Learn directly from industry experts with 20+ years of experienceOpportunity to work in a dynamic and collaborative environment.Professional development and growth opportunities.Gain experience in world class management practicesInsurance Benefits (Medical and Accidental) for all employeesMulti-level Rewards programs for all employees

Job Title: Banking Process ExecutiveCompany: TeleperformanceJob Location: Hebbal Kempapura, Bengaluru - 560024Job OverviewWe are hiring Banking Process Executives for a leading MNC. Freshers and experienced candidates are welcome to apply. This is a full-time, work-from-office opportunity in the banking customer service process.Eligibility- 12th Pass or Graduate- Freshers & Experienced candidates can apply- Good communication skills in English and any one regional language:- Tamil- Telugu- Kannada- MalayalamJob Details- Banking Customer Service Process- Full-Time Work From Office- 6 Days Working- 1 Rotational Week OffSalary & Benefits- CTC: 17,000 - 20,000- Take Home: Up to 16,000 (for 20,000 CTC)- Career Growth OpportunitiesLocation: Hebbal Kempapura, Bengaluru - 560024Apply now!

SBI Life Insurance is hiring Financial Advisors for Full Time and Part Time opportunities. If you are looking to build a career or earn an additional income with flexible working hours, this opportunity is for you. Training and support will be provided to eligible candidates.

We are seeking a Bancassurance Manager to join our team in Hyderabad. In this role, you will be responsible for enhancing our bancassurance partnerships and driving sales of insurance products through bank channels.**Key Responsibilities:**- **Build Relationships with Bank Partners:** Establish and maintain strong relationships with banking staff to facilitate effective communication and collaboration for selling insurance products.- **Conduct Training Sessions:** Organize and deliver training programs for bank employees, ensuring they have the necessary knowledge and skills to promote insurance offerings effectively.- **Develop Sales Strategies:** Create and implement sales strategies that align with the banks goals, aiming to boost insurance product sales through various channels.- **Monitor Performance:** Regularly track and analyze the performance of bancassurance initiatives, adjusting strategies as needed to meet sales targets.- **Provide Customer Support:** Assist bank clients with their insurance needs, addressing queries or concerns to ensure high customer satisfaction.- **Collaborate with Internal Teams:** Work closely with marketing and operations teams to create promotional materials and streamline processes for a smoother customer experience.**Required Skills and Expectations:**Candidates should possess excellent communication and interpersonal skills, enabling them to build rapport with bank teams and clients. A strong understanding of insurance products is essential, along with the ability to convey complex information clearly. Problem-solving skills and a proactive mindset will help in addressing challenges effectively. Candidates should be goal-oriented and adaptable to work in a dynamic environment, ensuring timely completion of tasks and adherence to deadlines. A basic knowledge of financial services and sales experience in a related field will be an added advantage.

URGENT HIRING - TELE CALLING COLLECTION EXECUTIVES Location: TirupatiOpen Positions (Total: 50) Tamil - 20 Kannada - 20 Malayalam - 10

We are looking for a Billing Executive intern to assist with our billing processes. This position is ideal for recent graduates or individuals with minimal experience who are eager to learn and grow in a professional setting.**Key Responsibilities:**- **Invoice Generation:** Prepare and issue invoices to clients accurately and in a timely manner, ensuring compliance with company standards.- **Payment Processing:** Assist in processing payments from clients and verify that transactions are correctly recorded in the financial system.- **Data Entry:** Input billing data into the system efficiently to maintain up-to-date records, which is crucial for accurate financial reporting.- **Client Communication:** Communicate with clients regarding billing inquiries or issues, providing clear and effective responses to maintain positive relationships.- **Account Reconciliation:** Help reconcile billing accounts to ensure that records match the financial reports, identifying any discrepancies and reporting them.- **Reporting Support:** Assist senior staff in preparing billing reports and analysis, contributing valuable insights to improve billing procedures.**Required Skills and Expectations:**Candidates should hold a degree in areas such as B.A, B.C.A, B.B.A, B.Com, B.Pharma, B.Sc, or B.E. Strong attention to detail is essential to avoid errors in billing. Effective communication skills are important for interacting with clients and team members. Basic knowledge of financial software or willingness to learn is preferred. The ideal candidate will be organized, self-motivated, and eager to learn in a fast-paced environment. A commitment to teamwork and a proactive approach to problem-solving will enhance your effectiveness in this role.

As a Branch Manager in Bhubaneswar, you will play a vital role in overseeing the daily operations of the branch, ensuring the overall success and growth of the business.**Key Responsibilities:**- **Manage Daily Operations:** Supervise branch activities to ensure smooth workflow and compliance with company standards.- **Lead Team Development:** Mentor and train branch staff to enhance their skills and improve performance.- **Achieve Sales Targets:** Develop and execute strategies to meet or exceed monthly and quarterly sales goals.- **Customer Relations:** Foster strong relationships with clients by addressing their needs and resolving issues promptly.- **Financial Management:** Monitor branch finances including budgeting, forecasting, and reporting on financial performance.- **Compliance & Regulations:** Ensure that all branch operations adhere to company policies and legal regulations.- **Inventory Control:** Manage supply inventory, maintain stock levels, and reorder supplies when necessary.- **Market Analysis:** Regularly analyze market trends and competitor strategies to identify growth opportunities.**Required Skills and Expectations:**Candidates should possess a bachelors degree in B.A, B.C.A, B.B.A, B.Com, or a professional degree. A minimum of 3 to 9 years of experience in a managerial role is essential. Strong leadership skills are expected to inspire and guide the team. Excellent communication and interpersonal abilities are crucial for effective customer interactions. Candidates should have a keen understanding of financial management and the ability to analyze data for informed decision-making. Must be proactive and adaptable, with a results-oriented mindset focused on achieving branch goals.

Visit bank branches to collect details of loan defaulters. Then Visit the addresses to contact and bring them to bank branches to discuss on recovery of dues . Servicing of Notices to defaulters and mortgaged properties. Works related to SARFAESI ACT.

Job TitleFinance ManagerJob SummaryThe Finance Manager is responsible for overseeing the organization's financial planning, budgeting, reporting, compliance, cash flow management, and financial analysis. The role supports strategic decision-making by providing accurate financial insights while ensuring adherence to accounting standards and regulatory requirements.Key ResponsibilitiesPrepare and manage annual budgets, forecasts, and financial plans.Analyze financial performance and provide recommendations to improve profitability.Prepare monthly, quarterly, and annual financial statements and management reports.Manage accounts payable, accounts receivable, and general ledger activities.Monitor cash flow, working capital, and banking relationships.Ensure compliance with accounting standards, tax regulations, and statutory requirements.Coordinate internal and external audits.Develop and implement financial controls, policies, and procedures.Conduct variance analysis and identify cost-saving opportunities.Support business leaders with financial modeling and strategic planning.Lead and mentor the finance and accounting team.Required SkillsTechnical SkillsFinancial Planning & Analysis (FP&A)Budgeting & ForecastingFinancial ReportingGeneral AccountingCash Flow ManagementCost AccountingFinancial ModelingTaxation & Statutory ComplianceAudit ManagementMIS ReportingRisk ManagementERP Systems (SAP, Oracle, Microsoft Dynamics, NetSuite)Advanced Microsoft Excel (Pivot Tables, Power Query, Advanced Formulas)

We are looking for a dedicated Branch Manager to oversee our operations in Bhubaneswar. The ideal candidate should possess a combination of leadership, financial acumen, and the ability to foster a strong team environment. **Key Responsibilities:**- **Team Leadership:** Guide and motivate the branch staff to achieve their individual targets and ensure overall team performance aligns with the branch goals.- **Operational Management:** Oversee daily operations, ensuring that all procedures are carried out efficiently and adhere to company policies, fostering a productive work environment.- **Sales and Revenue Generation:** Develop and implement strategies to boost branch sales and achieve financial targets, focusing on customer satisfaction and service quality.- **Client Relationship Management:** Build and maintain strong relationships with clients, addressing their needs and ensuring high levels of service to promote customer loyalty.- **Financial Oversight:** Monitor branch budgets, analyze performance metrics, and manage financial records to ensure profitability and compliance with regulations.- **Reporting and Analysis:** Prepare regular reports on branch performance and market trends, providing insights to senior management for informed decision-making.**Required Skills and Expectations:**Candidates should have a bachelors degree in fields such as B.A, B.C.A, B.B.A, B.Com, B.Pharma, or B.Sc. They should possess 2 to 6 years of relevant experience in a managerial role. Strong leadership and communication skills are essential, along with a demonstrated ability to drive sales and manage budgets. Proficiency in problem-solving and decision-making is expected, alongside adaptability to changing business needs. The role is office-based and requires a male candidate.