5452

Financial Services / Banking, Investments / Insurance / Stock Market / Loan Jobs

filter
  • Location
  • Experience
  • Role
  • Functional Area
  • Qualification
  • Employer Type

Urgent Requirement For Relation Manager

IndusInd Nippon Life Insurance Co. Ltd.

  • 1 yrs
  • 7.5 Lac/Yr
  • Delhi NCR
Life Insurance Corporate Banking Stock Broking Strategic Planning Interpersonal Skills Marketing Strategy Presentable Client Acquisition Sales Problem Solving Public Relation Business Strategy Stock Market
We are looking for a dedicated Relation Manager to join our team in Delhi NCR. This role is ideal for recent graduates with up to one year of experience in building and maintaining client relationships.Key Responsibilities:- Client Relationship Management: You will develop and maintain strong relationships with clients, ensuring their needs are understood and met effectively.- Communication: Regularly communicate with clients to provide updates, answer inquiries, and gather feedback, ensuring a clear understanding of their expectations.- Problem-Solving: Address any issues or concerns that arise, working proactively to resolve them and maintain client satisfaction.- Reporting: Prepare reports on client interactions and feedback to identify trends and areas for improvement.Required Skills and Expectations:Candidates should possess excellent communication skills, both verbal and written, to effectively engage with clients. Strong interpersonal skills are crucial, as the role involves building trust and rapport with clients. A proactive attitude and problem-solving abilities are essential for addressing client concerns. Additionally, candidates should be organized, with the ability to manage multiple client accounts simultaneously. Adaptability to work within a team and in a fast-paced environment will contribute to success in this role. A graduate degree is required, and prior experience in customer service or relationship management is preferred.
View all details

Collection Executive - Full Time

SI Creva Capital Service Pct

  • 1 - 2 yrs
  • 5.0 Lac/Yr
  • Bangalore
Cash Collection
We are seeking a Collection Executive to join our team in Bangalore. The ideal candidate will have 1-2 years of experience in a collection role and have completed their 12th grade. This position requires working from the office full time.Key Responsibilities:1. Debt Collection: Contact customers via phone and email to follow up on overdue accounts and facilitate timely payments.2. Account Management: Maintain records of all communications with clients, updating account statuses regularly to ensure accuracy in tracking collections.3. Dispute Resolution: Address customer queries and resolve issues related to outstanding accounts effectively to maintain positive relationships.4. Reporting: Prepare and submit regular reports on collection progress and account statuses to management for review and strategizing.5. Collaboration: Work closely with other departments such as sales and customer service to understand client needs and enhance collection efforts.Required Skills and Expectations: Candidates must possess strong communication skills to engage effectively with customers. Attention to detail is crucial to maintain accurate account records. The ability to manage time efficiently and prioritize tasks will help in meeting collection goals. A problem-solving mindset is important to resolve disputes while fostering positive working relationships. Candidates should be motivated and dedicated to achieving results in a fast-paced environment.
View all details
  • 0 - 6 yrs
  • 4.0 Lac/Yr
  • Chennai
Cash Handling Customer Handling Counter Sales
As a Cashier, you will manage customer transactions in a retail setting, ensuring accurate cash handling and providing excellent customer service. This role is suitable for individuals with up to 6 years of experience and requires a minimum of a 12th-grade education.Key Responsibilities include handling cash transactions efficiently, maintaining accurate records, and utilizing excel for reporting and calculations. You will ensure that all financial exchanges are conducted in a timely and accurate manner. An integral part of your role will also involve providing friendly and efficient service to customers, addressing their inquiries, and ensuring a pleasant shopping experience.Required skills for this position include a strong understanding of cash handling processes and proficiency in Microsoft Excel. The ideal candidate should have good communication skills and a friendly demeanor to interact effectively with customers. The working schedule consists of full-time hours with one day off each week. The position is based in Chennai and requires working from the office. Additional benefits include free food and accommodation provided by the employer. Immediate joining is required, making this an excellent opportunity for candidates ready to start their career in a fast-paced environment.
View all details

Branch Manager - Mumbai

Talent Zone Consultant

  • 7 - 10 yrs
  • Mumbai
Industrial Automation Automation Sales Sensors Temperature Controllers Thyristors Safety Products Channel Management Dealer Management OEM Sales End User Sales CRM B2B Sales Team Management Branch Management Customer Relationship Management Sales Strategy Industrial Sales
Branch Manager Job Description :- Branch Manager should have deep and strong knowledge of sensor, Temperature controller, thyristors, safety,etc Hands on experience of CRM portal Good knowledge of industry segment Automation, packaging, pharma, HVAC, printing, automobile. Dealer Management/ Experience of managing channels. Having the good knowledge OEMs and end user. Develop strong business relationships with key customers. Together with the branch management team develop strategies to ensure business growth through effective account management and direct customer and market communications. Co-ordinate with other Managers to ensure efficient sharing of resources between branches including National account sales, training and technical support, and project resources. Drive Schneider initiatives by collaborating across business units with clear results. Team handling experience of minimum 5 nos of members Administration Support at branch Achieve target of individual and regionalQualification: B. Tech (Electrical, Electronics Or Instrumentation) Post graduation (Not Compulsory)Experience : Minimum 07-10 Years experience also considered Team handling experience is mandatorySkills : Excellent strategic leadership skills Strong presentation and written and communication skills Advanced understanding of Industrial Automation Excellent customer relationship skills Capability to think beyond the branch activities to continue growth Strong sales, technical and management skills Proficient in Microsoft Office programs including but not limited to, Word, Access and Excel.
View all details

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!

Branch Manager (1-2 Years)

Jyoti Placements Service

  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Kavali Nellore
Channel Development Team Building Retail Branch Banking Branch Administration Team Handling Team Coordinator B2B Sales b2c Marketing Revenue Generation Team Management Skills Overseas Marketing Sales
We are seeking a dedicated Branch Manager to oversee daily operations in our Kavali branch. The ideal candidate will have 1 to 2 years of experience in a managerial role and a graduate degree. This full-time position will be based in the office.The Branch Manager will be responsible for ensuring smooth operations, managing staff, and achieving business goals.Key Responsibilities:1. Operational Management: Oversee daily branch activities to ensure efficiency and compliance with company policies. This includes managing workflow, customer service standards, and operational procedures.2. Team Leadership: Lead and motivate a team of employees to reach their full potential. This involves conducting regular training, providing feedback, and creating a positive work environment.3. Sales and Performance Tracking: Analyze sales data and branch performance metrics to develop strategies for improvement. This includes setting targets and implementing plans to meet and exceed goals.4. Customer Relations: Build and maintain strong relationships with customers by addressing their needs and concerns. Ensuring customer satisfaction is crucial to the branch's success.5. Financial Oversight: Manage the branch budget, handle financial reporting, and ensure accurate record-keeping. This involves tracking expenses and revenues to maintain profitability.The ideal candidate will possess strong leadership, communication, and problem-solving skills. A commitment to customer satisfaction and a proven ability to drive team performance are essential for success in this role.
View all details
  • 0 - 1 yrs
  • 1.5 Lac/Yr
  • Nashik
Accounting Executive MS Excel Tally Accounts Payables Account Receivable TDS Tally ERP Accounting Software International Taxation US Accounting Balance Sheet Financial Statements Tax Returns
Key ResponsibilitiesMaintain accurate financial records and accounting documents.Record daily financial transactions and prepare journal entries.Manage accounts payable and accounts receivable processes.Reconcile bank statements and company accounts regularly.Prepare invoices, payment vouchers, and expense reports.Assist in monthly, quarterly, and annual financial closing activities.Ensure compliance with accounting standards, taxation, and statutory requirements.Support GST, TDS, and other tax-related filings.Prepare financial reports, MIS reports, and management summaries.Coordinate with auditors, vendors, and internal departments as required.Maintain proper documentation and filing of financial records.
View all details

Branch Manager - Full Time

Nand Pharmaceuticals

Team Building Branch Administration Team Coordinator Overseas Marketing Team Management Skills Revenue Generation Sales Team Handling
BRANCH MANAGER - JOB DESCRIPTIONPosition: Branch ManagerReports To: Owners / ManagementTeam: Sales & OperationsKey ResponsibilitiesManage overall day-to-day branch operations.Supervise and coordinate the Sales and Operations teams.Assign daily tasks and monitor employee performance.Set and monitor sales targets and business objectives.Manage customer relationships and develop new business.Oversee customer orders, quotations and follow-ups.Coordinate procurement and supplier activities.Monitor inventory, stock availability and warehouse operations.Ensure proper handling, storage and dispatch of pharmaceutical products.Coordinate deliveries and resolve delivery-related issues.Monitor customer payments and collection follow-ups.Handle LMHRA-related matters, licenses, permits, inspections and regulatory communication.Handle relevant local authority and local business matters.Resolve customer, supplier, employee and operational issues.Maintain proper branch records and documentation.Ensure employees follow company policies and assigned responsibilities.Report important operational, financial, regulatory and business issues to the Owners.Ensure smooth coordination between Sales and Operations.Maintain professional standards, accountability and discipline within the branch.Key AccountabilitySales performanceBranch operationsInventory and stock managementCustomer and supplier relationshipsLMHRA and regulatory coordinationLocal administrative mattersEmployee supervisionOverall branch performance
View all details
  • 0 - 1 yrs
  • Kolkata
Basic Computer Online Data Entry Computer Knowledge
As a Banking Executive in Kolkata, you will play a vital role in supporting the day-to-day operations of our banking services. This entry-level position is ideal for fresh graduates or those with minimal experience looking to start a career in the banking sector.Key Responsibilities:- Customer Assistance: Provide friendly and efficient service to customers by answering their queries and helping them with banking transactions.- Account Management: Assist in managing customer accounts by updating information and ensuring accuracy in records.- Transaction Processing: Handle cash deposits, withdrawals, and transfers, ensuring all transactions are processed accurately and securely.- Documentation Support: Help in preparing and organizing necessary documentation for various banking services, ensuring compliance with banking regulations.- Reporting: Maintain records of daily transactions and prepare reports as needed for management review.Required Skills and Expectations:- Candidates should have completed at least their 12th grade education and show a keen interest in banking and finance.- Strong communication skills are essential for interacting effectively with customers and colleagues.- Basic numerical and computer skills are necessary for processing transactions and managing customer information.- A customer-oriented mindset is important to provide high-quality service and build customer relationships.- Candidates should be detail-oriented and able to work efficiently in a fast-paced environment, demonstrating reliability and a willingness to learn. This role offers an excellent opportunity to develop a career in banking while providing essential services to customers.
View all details

Opening For Financial Consultant

Unique Sales Corporation

  • 3 - 5 yrs
  • 2.3 Lac/Yr
  • Entally Kolkata
Computer Internet Basic Computers Mails
We are hiring Financial Consultants for our Direct Selling Agent (DSA) operations. If you have basic computer knowledge and a minimum qualification of 12th pass, we want you on our team.Reply to this message with your Resume/CV or call us directly atReply to this message with your Resume/CV or call us directly at 9830407107
View all details

Gold Loan Manager - Delhi NCR

BS2 Hire (Path of Career Solution)

  • 1 - 7 yrs
  • 5.0 Lac/Yr
  • Delhi NCR
Gold Appraisal Partner Gold Loan Officer Gold Loan Executive Gold Loan Sales Gold Loan Valuation Gold Appraisal Field Sales Branch Sales Valuation KYC Operation
Job responsiblityMain TaskServe Gold Loan Prime customers by handling the end-to-end transactions, while ensuring the customer gets the most optimal service.Source new customers through BTL marketing and customer callingAreas of ResponsibilityEnsuring the customer gets the most optimal service and completing the end-to-end GLP transaction.1. Carry out GLP transaction while strictly adhering to process and policies.2. Maintain high level of customer satisfaction.3. Gold appraisalGenerating leads for GLPBy conducting marketing activities1. Call inactive and other prospective customers.2. Responsible for conversion of leads generatedKRAAdherence of timeliness (fulfilling the appointment within a specified time)Proper adherence to process and policies to facilitate smooth functioning of GLP (zero spurious)Quality of serviceNumber of leads generated through customer visit/calls and conversion %
View all details

Finance Advisor Fresher

Pnb MetLife Insurance

  • 0 - 2 yrs
  • Amritsar
Part Time Jobs Financial Services
Pnb MetLife insuranceNeed financial consultantMin qualification- +2Contact Kamal for interview7973716203
View all details

Accounting Executive - Full Time - Freshers

Indigo Visa & Immigration Services

Accountant Office Accountant Management Accountant
We are looking for an Accounting Executive to join our team. This position is ideal for individuals who are detail-oriented and eager to learn in a supportive work environment. You will play a crucial role in maintaining accurate financial records and supporting the overall accounting functions.Key Responsibilities:- Maintaining Financial Records: Keep track of all financial transactions and ensure that records are accurate and up-to-date.- Preparing Invoices: Generate and issue invoices to clients in a timely manner to ensure the smooth flow of payments.- Handling Payments: Process incoming payments and manage outstanding invoices, following up with clients as necessary.- Assisting with Budgets: Help the accounting team to prepare and monitor departmental budgets to ensure financial objectives are met.- Conducting Reconciliations: Regularly compare the company's financial records with bank statements to ensure accuracy and resolve discrepancies.- Supporting Audits: Assist in the preparation for internal and external audits by providing required documentation and explanations.Required Skills and Expectations:- Attention to Detail: Ability to focus on details to ensure accuracy in all financial documents and transactions.- Basic Accounting Knowledge: Familiarity with basic accounting principles and practices is beneficial for this role.- Organizational Skills: Must be organized and capable of managing multiple tasks efficiently.- Communication Skills: Strong written and verbal communication skills are essential to interact effectively with team members and clients.- Adaptability: Willingness to learn and adapt to new accounting software and processes.This role is suitable for candidates with varying levels of experience, from fresh graduates to those with a few years in the field.
View all details

Branch Operation Manager (5-7 Years)

Sunshine Manpower Solution And Services

  • 5 - 7 yrs
  • 6.0 Lac/Yr
  • Surendranagar
Operations Management Performance Evaluation Project Management Sales Management Team Leadership Training and Development Budgeting Problem Solving Financial Analysis Vendor Management Communication Skills
Branch Manager - Banking OperationsExperience: 5+ Years in Banking Operations (Minimum 2 Years as a Branch Manager)Location: Surandarnagar Key Responsibilities:* Manage overall branch operations and ensure smooth daily functioning.* Lead and motivate the branch team to achieve business and operational targets.* Drive CASA, deposits, loans, and cross-selling of banking products.* Ensure compliance with RBI guidelines, KYC/AML, and internal policies.* Deliver excellent customer service and maintain audit readiness.Requirements:Graduate (MBA preferred).5+ years of banking experience with at least 2 years as a Branch Manager.Strong knowledge of branch operations, compliance, and banking products.Excellent leadership, communication, and customer relationship management skills.
View all details
  • 0 - 2 yrs
  • 1.0 Lac/Yr
  • Jaunpur
Positive Attitude Life Insurance Insurance Sales Team Building Financial Consultancy
We are seeking a dedicated Insurance Advisor to join our team in Jaunpur, India. This full-time, work-from-home position is ideal for individuals with a passion for helping clients secure their financial future. No prior experience is necessary, making this an excellent opportunity for recent graduates.As an Insurance Advisor, your key responsibilities will include:- Client Consultation: You will engage with clients to understand their insurance needs and financial goals, providing expert advice on suitable insurance products.- Product Presentation: You will explain various insurance options clearly and concisely, helping clients make informed decisions about policies that fit their requirements.- Policy Management: You will assist clients with the application process, ensuring all necessary paperwork is completed accurately and promptly.- Customer Support: Providing ongoing support to clients after the sale will be part of your role, addressing any questions or concerns regarding their policies.To excel in this position, candidates should possess strong communication and interpersonal skills to build trust and rapport with clients. A proactive approach to problem-solving and the ability to work independently are essential. Basic computer skills are needed for managing records and client communications. A high school diploma is required, and a genuine desire to learn about the insurance industry will enhance your success in this role. If you are looking to start a rewarding career in insurance, we encourage you to apply.
View all details
  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Ambala
Cash Collection Collections Recovery
JST Enterprises is hiring Collection Executives for ICICI Bank Credit Card & Personal Loan Collections.Position: Collection ExecutiveProduct: ICICI Bank Credit Card / Personal LoanQualification: 12th Pass / GraduateExperience: Freshers & Experienced candidates can applyPreferred: DRA Certified candidates
View all details

Finance Advisor Fresher (Female)

Indusind Nippon Life Insurance Company Limited

  • 0 - 4 yrs
  • Gaya
Financial Services Financial Planning Taxation
We are looking for a dedicated Financial Advisor to join our team in Gaya, India. This part-time, work-from-home role is perfect for motivated individuals eager to help clients manage their finances effectively.As a Financial Advisor, your main responsibilities will include:- Client Consultation: Meet with clients to understand their financial goals and challenges, building strong relationships based on trust.- Financial Planning: Create customized financial plans that align with clients' objectives, considering investments, savings, and budgets.- Market Research: Stay updated on financial markets and trends to provide clients with well-informed advice and recommendations.- Product Knowledge: Educate clients on various financial products, including investments, insurance, and retirement plans, ensuring they make informed decisions.- Ongoing Support: Maintain regular communication with clients to ensure their plans remain relevant and adapt strategies as needed.To succeed in this role, you should possess excellent communication skills, a strong desire to learn about finance, and the ability to work independently. An understanding of basic financial principles and a keen interest in helping others achieve their financial goals are essential. Individuals with a positive attitude and a commitment to professional development will thrive in this dynamic environment. Prior experience is not required, making this an excellent opportunity for motivated individuals looking to start their careers in finance.
View all details
Construction Project Experience Procurement Engineering Client Coordination Good Communication and Document Handling Skills
1) Overall 6 Years Experience in Construction Project, Instrumentation Works in Oil & Gas / Refinery / Petrochemical Projects & Out of 6 Years, Min. 2 Years in Cost & Estimation Functions. 2) Review of Tender Documents & Preparing Enquiries for Subcontract / Vendor Service works.3) Must have good computer skills (MS Office).4) Gulf / Abroad Experience Preferred.
View all details
  • 0 - 2 yrs
  • 2.3 Lac/Yr
  • Noida Sector 4
Debt Recovery Collection Agent Collections Recovery Recovery Operations
We are looking for a Recovery Agent to join our team in Noida Sector 4. This is a full-time position ideal for individuals with 0 to 2 years of experience, and candidates should have completed at least the 10th grade.As a Recovery Agent, your primary role will be to assist in the collection of outstanding debts. You will communicate with clients to negotiate payment plans and resolve any issues related to their accounts.Key Responsibilities:1. Contact Debtors: Reach out to customers who have overdue payments through phone calls, emails, or in-person visits to discuss their outstanding balances.2. Negotiate Payments: Work with clients to set up manageable payment plans that suit both their needs and the company's requirements.3. Maintain Records: Accurately document all communications and agreements made with debtors in the company's system.4. Follow-up: Regularly follow up with clients to ensure payments are made on time and maintain an open line of communication to address any concerns.Required Skills and Expectations:Candidates should have strong communication skills to interact professionally with customers. A polite manner and patience are crucial, as some clients may be in stressful situations. You should be organized and detail-oriented to handle multiple accounts effectively. Basic computer skills are necessary to maintain records accurately. A positive attitude and willingness to learn will help you succeed in this role.
View all details
  • 1 - 2 yrs
  • 2.0 Lac/Yr
  • Kirti Nagar Delhi
Loan Processing Negotiation Skills Customer Service Sales Skills Product Knowledge
We are looking for a dedicated Loan Advisor to join our team in Kirti Nagar, Delhi. The ideal candidate will have 1 to 2 years of experience in the finance sector and should have completed at least the 10th grade. This full-time position is office-based and is open exclusively to female applicants.As a Loan Advisor, your primary responsibilities will include:1. Client Consultation: Engage with clients to understand their financial needs and advise them on suitable loan options. You will help them understand the terms and conditions.2. Loan Processing: Assist clients in completing loan applications and ensure all necessary documentation is collected and submitted accurately. Your attention to detail is crucial for smooth processing.3. Follow-up Calls: Maintain contact with clients to provide updates on their loan applications and address any questions or concerns they may have during the process.4. Sales Support: Promote loan products and services effectively, showcasing the benefits to turn leads into successful applications.To thrive in this role, you must have strong communication skills and a customer-oriented approach. Previous experience in sales or customer service will be beneficial. You should be organized, able to manage multiple tasks, and work well under pressure. A positive attitude and a willingness to learn about financial products and regulations will help you succeed in this position.
View all details
  • 2 - 8 yrs
  • 3.0 Lac/Yr
  • Aligarh
Decision Making Operations Management Project Management Sales Management Training and Development Team Leadership Problem Solving Quality Control Customer Service Data Analysis Process Improvement Communication Skills Compliance Strategic Planning Risk Management
We are seeking a motivated Branch Operation Manager to oversee daily operations in our Aligarh location. The ideal candidate will have 2 to 8 years of experience in managing branch activities and ensuring smooth workflow.Key Responsibilities:- Operational Management: Supervise day-to-day branch operations to ensure efficiency and quality service. This includes monitoring staff performance and optimizing processes.- Team Leadership: Lead a team of employees, providing guidance and support to enhance their performance. Encourage teamwork and a positive work environment.- Customer Service: Ensure exceptional service delivery to customers by resolving issues promptly and efficiently. Maintain high satisfaction levels through effective communication.- Compliance: Ensure the branch adheres to all company policies and regulatory requirements. Regularly review operational compliance and implement corrective actions as needed.- Reporting: Prepare and present detailed reports on branch performance, including sales, expenses, and customer feedback. Use these reports to identify areas for improvement.Required Skills and Expectations:Candidates should possess a graduate degree and show strong leadership abilities. Effective communication skills are essential, along with a proactive approach to problem-solving. The ability to work well under pressure and manage multiple priorities is necessary. A solid understanding of branch operations and customer service principles will be valuable. Adaptability and a positive attitude are crucial for fostering a productive work environment.
View all details

Branch Manager

BS2 Hire (Path of Career Solution)

  • 4 - 10 yrs
  • 15.0 Lac/Yr
  • Visakhapatnam
Broking Stock Broking Equity Advisor Mutual Funds Securities NISM PMS Demate Share Market
* Graduation Mandatory* Candidates has to from Broking Industry only* Freshers Can be apply if you qualified NISM Certification
View all details

Branch Manager / AVP

BS2 Hire (Path of Career Solution)

Broking Private Equity Share Market HNI Investment Wealth Team Handling Team Management Branch Handling Heading Branch B2C B2B Managing Team Relationship Management HNI Clients
Job Description:- Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.Core Responsibilities:- Managing team and its activities Responsible for developing and increasing overall market share across all the segment Identifying prospective and generating business from the existing & new clients thereby achieving business targets Individual HNI clients sales target Make strategic planning to grow business & managing relationships with HNI clients & retail clients Negotiating mutually profitable Investment opportunities with clients by creating cross sell and up sell opportunities Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meetings Measuring customer satisfaction levelsThanks & RegardsContact Number :- +918989859705Caution :- Please be aware consultancy not ask to candidates any kind of charges for recruitment, it's totally free of services for candidate.
View all details
  • 1 - 2 yrs
  • 2.0 Lac/Yr
  • Kurukshetra
Good Communication Recovery Operations Debt Recovery
We are seeking a motivated and results-driven Debt Recovery Agent to join our team. The successful candidate will be responsible for contacting clients to recover outstanding payments while maintaining professionalism and excellent customer service.
View all details

Looking For Retail Banking

Impact Hr & Km Solutions

  • 0 - 5 yrs
  • 3.5 Lac/Yr
  • Nashik
Retail Banking Retail Bank Retail Branch Banking Retail Banking Operations Banking Retail Banking Operations
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.
View all details
  • 5 - 11 yrs
  • 8.0 Lac/Yr
  • Nashik
Estimation & Billing Engineer Estimation Engineer Billing Engineer Estimator Estimation Design Estimation Engineer
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.
View all details

Looking For Billing Executive

Impact Hr & Km Solutions

  • 2 - 4 yrs
  • 3.0 Lac/Yr
  • Nashik
Billing Executive Estimator Estimation Medical Billing Executive Account Executive
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.
View all details

Business Finance Head

Talent Zone Consultant

  • 10 - 15 yrs
  • Hyderabad
FP&A Financial Planning Budgeting Forecasting P&L Management MIS Financial Modelling Variance Analysis Business Partnering Profitability Analysis Management Reporting Team Leadership
Business Finance HeadExperience: 10-15 YearsLocation: HyderabadAbout the Role:Talent Zone Consultant is looking for an experienced FP&A / Business Finance Head to drive financial planning, business performance, forecasting and strategic decision-making.Key Responsibilities:Lead FP&A, budgeting, forecasting and financial planning activities.Own P&L analysis, financial reporting and management MIS.Drive variance analysis and identify key business performance drivers.Partner with business leaders on revenue, cost and profitability initiatives.Develop financial models, dashboards and business performance metrics.Provide strategic insights to support growth and investment decisions.Lead and mentor the finance team.Key Skills:FP&A, Financial Planning, Budgeting, Forecasting, P&L Management, MIS, Financial Modelling, Variance Analysis, Business Partnering, Profitability Analysis, Management Reporting, Team Leadership
View all details
  • 7 - 9 yrs
  • Bangalore
Business Finance Financial Planning & Analysis Financial Analysis Financial Modelling Budgeting Forecasting Variance Analysis P&L Analysis MIS Reporting Management Reporting Business Partnering Strategic Finance Commercial Finance Unit Economics Product Profitability Profitability Analysis Revenue Analysis Cost Optimization Pricing Analysis Business Case Scenario Analysis FinTech NBFC Banking Digital Lending Payments Financial Services Portfolio Analytics
Business Finance Analyst - FinTechHiring Company: Talent Zone ConsultantJob Title: Business Finance Analyst / Senior Business Finance AnalystLocation: BangaloreEmployment Type: Full-timeJob SummaryTalent Zone Consultant is looking for an experienced Business Finance Analyst with 7-9 years of experience in FinTech, NBFC, Banking, Payments, Lending or Digital Financial Services.The ideal candidate will have strong expertise in FP&A, financial modelling, budgeting, forecasting, variance analysis, business performance management and unit economics. The candidate will work closely with business, product, sales, operations and leadership teams to provide actionable financial insights and support strategic decision-making.Key ResponsibilitiesOwn and manage FP&A activities, including annual budgeting, rolling forecasts and long-range financial planning.Prepare and analyse monthly/quarterly P&L, MIS and management reports.Conduct budget vs. actual and forecast vs. actual variance analysis and provide actionable commentary.Develop detailed financial models, business cases and scenario analyses for new products, initiatives and investments.Analyse revenue, costs, margins, profitability and operating performance across business/product segments.Drive product-level profitability and unit economics analysis.Track key FinTech metrics such as CAC, LTV, contribution margin, portfolio yield, cost of funds, revenue per customer and cost-to-income.Partner with Product, Sales, Operations, Risk and Technology teams to evaluate business performance.Support pricing decisions, cost optimisation and resource allocation through financial analysis.Identify business risks, profitability opportunities and areas for operational improvement.Prepare dashboards and presentations for senior management and leadership reviews.Support strategic initiatives including new product launches, expansion plans, investment decisions and business growth initiatives.Automate recurring financial reporting and improve the accuracy and efficiency of finance processes.Work with large datasets and collaborate with BI/Data teams to develop meaningful financial insights.Required SkillsCore Finance:FP&A, Business Finance, Financial Planning, Financial Analysis, Budgeting, Forecasting, Variance Analysis, P&L Analysis, Management Reporting, MIS Reporting, Financial Modelling, Business Modelling, Scenario Analysis, Business Case Development, Profitability Analysis, Cost Analysis, Revenue Analysis, Cost Optimization, Strategic FinanceTechnology / Analytics:Advanced Excel, Financial Modelling, Power BI, SQL, Data Analytics, Dashboarding, Power Query, Power Pivot, ERP, BI Reporting, AutomationSoft Skills:Business Partnering, Stakeholder Management, Strategic Thinking, Commercial Acumen, Analytical Thinking, Problem Solving, Leadership Communication, Presentation Skills, Decision MakingEducationCA / MBA Finance / CMA / CFA preferred.Bachelor's degree in Finance, Accounting, Economics, Business or a related discipline.Candidates from reputed FinTech, NBFC, Banking, Payments or Financial Services organisations preferred.Candidate Profile7-9 years of relevant experience in Business Finance, FP&A, Corporate Finance, Strategic Finance or Finance Analytics.Strong preference for candidates with FinTech / NBFC / Banking / Lending / Payments experience.Should have hands-on experience with budgeting, forecasting, financial modelling and P&L analysis.Experience in unit economics and product profitability will be highly preferred.Should be comfortable working with senior stakeholders and presenting financial insights.Strong Excel skills are mandatory; SQL/Power BI will be an advantage.
View all details
  • 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.
View all details

Collection Officer - Commercial Vehicle

Sunshine Manpower Solution And Services

  • 3 - 6 yrs
  • 4.0 Lac/Yr
  • Mumbai
Hard Collection Settlement Travel Sales Negotiable Team Coordinator
Job Title : Collection Officer - Commercial VehicleExperience : 4-6 years in commercial vehicleJob Location : MumbaiRole & Responsibilities :Manage 90+ DPD delinquent accounts and achieve recovery targets.Handle vehicle repossession and coordinate with internal teams.Drive end-to-end resale of repossessed commercial vehicles.Build and maintain a network of dealers, brokers, and buyers.Monitor repo inventory, liquidation, and asset movement.Negotiate pricing to maximize recovery value.Ensure proper documentation and compliance.Qualifications & SkillsGraduate in any discipline.8-12 years of experience in Collections, Repo Resale, or Commercial Vehicle Financing.Mandatory experience in Commercial Vehicle (CV) finance.Strong negotiation, recovery, and field execution skills.Dealer/Broker network will be an added advantage.
View all details

Urgent Requirement For Branch Manager

Sunshine Manpower Solution And Services

  • 5 - 6 yrs
  • 5.0 Lac/Yr
  • Ajmer
Branch Administration Channel Development Team Handling Sales
We are looking for an experienced Branch Manager to oversee our operations in Surat . The ideal candidate will be responsible for managing all aspects of the branch while ensuring high levels of customer satisfaction and performance.Key Responsibilities:- Oversee Daily Operations: Manage daily branch activities to ensure efficient service delivery, including sales, customer service, and staff management. - Team Leadership: Recruit, train, and supervise branch staff, fostering a positive work environment and promoting teamwork to achieve branch goals.- Customer Relationship Management: Build and maintain strong relationships with customers, addressing their needs and ensuring a high level of satisfaction.- Sales Targets: Set and achieve sales targets by developing strategies to boost revenue and market share within the branch.- Regulatory Compliance: Ensure all branch operations comply with company policies and relevant regulations, minimizing risk and maintaining ethical standards.- Financial Management: Oversee budgeting and financial reporting, ensuring the branch operates within its financial means while achieving profitability.Required Skills and Expectations:The ideal candidate should have 5-6 years of experience in branch management or a similar role. Excellent communication and interpersonal skills are essential for engaging with both customers and employees. Strong problem-solving abilities and a strategic mindset will help in addressing challenges effectively. A proven track record of achieving sales targets and managing teams is necessary. Candidates should possess a customer-centric approach and be adept at managing multiple tasks efficiently in a fast-paced environment. Proficiency in basic financial management and reporting is also required.
View all details

Wealth Manager - Full Time

Sunshine Manpower Solution And Services

  • 3 - 5 yrs
  • 10.0 Lac/Yr
  • Jaipur
Stock Broking Mutual Funds Sales HNI Sales HNI Client Handling PMS Handling Alternative Insurance Fund Manager AUM
Job Title Wealth ManagerExperience: +3years experience in Wealth SalesLocation: JaipurRole & Responsibilities1) Will be responsible for acquiring preferred clients (HNI/Ultra HNI).2) Maintain strong client relationships and generate AUM from the assigned portfolio.3) To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients4) To coordinate with product and research team for taking investment decision for the clients.5) To conduct and assist in organizing seminars, workshops and other business development activities.6) To achieve budgeted targets in terms of number of clients/volume of business & assets.7) To research, investigate and update themselves on available investment.8) To contact clients periodically and determine if they are satisfied with the service and returns generated.9) To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.10) Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.Qualification & Skills:1) CFP / CFA / MBA in Finance / Marketing2) Should be an individual performer3) Pleasant personality and good communication skills.4) Strong HNI client handling experience5) Ability to work as an individual performer6) Capability to manage a reasonable AUM book size7) Excellent communication and relationship management skills8) Target-driven and result-oriented personality
View all details

Estimation Engineer

Medha HR Consultants

  • 2 - 6 yrs
  • Kuwait
Electrical & Electronics Estimation Engineer
1) Overall 6 Years Experience in Construction Project, Instrumentation Works in Oil & Gas / Refinery / Petrochemical Projects & Out of 6 Years, Min. 2 Years in Cost & Estimation Functions.2) Review of Tender Documents & Preparing Enquiries for Subcontract / Vendor Service works.3) Must have good computer skills (MS Office).4) Gulf / Abroad Experience Preferred.
View all details

Estimation Engineer

Medha HR Consultants

  • 2 yrs
  • Kuwait
BE Mechanical Engineering 4 Years Full Time Study Estimation Engineer
Experience :1) Overall 6 Years Experience in Construction Project Mechanical Works in Oil & Gas / Refinery / Petrochemical Projects & Out of 5 Years, Min. 2 Years in Cost & Estimation Functions.2) Review of Tender Documents & Preparing Enquiries for Subcontract works.3) Must have good computer skills (MS Office).4) Gulf / Abroad Experience Preferred.
View all details
  • 0 - 1 yrs
  • 1.8 Lac/Yr
  • Nellore
Field Sales Convincing Power Lead Generation Channel Sales
We are seeking a motivated and detail-oriented Loan Officer to join our team in Nellore, India. As a Loan Officer, you will help clients secure loans by assessing their financial needs and guiding them through the loan application process.Key Responsibilities:1. Client Interaction: Communicate with customers to understand their financial needs, assess their eligibility for loans, and provide the necessary information about loan products.2. Application Processing: Collect and verify all required documentation from clients to ensure a complete loan application, including income statements and identification.3. Credit Analysis: Evaluate credit histories and financial information to determine the risk and ability of applicants to repay the loan.4. Loan Recommendations: Provide suitable loan options based on client needs, ensuring they understand the terms and conditions.5. Compliance: Ensure all loan processes adhere to established regulations and company policies, maintaining a high level of integrity and accountability.Required Skills and Expectations:Candidates should hold a graduate degree and possess strong communication skills, as interaction with clients is a core part of the role. Attention to detail is crucial for processing applications accurately. The ideal candidate should be an analytical thinker who is comfortable working with numbers and financial data. A proactive attitude and the ability to work in a fast-paced environment are essential for success in this role.
View all details
  • 0 - 1 yrs
  • 1.8 Lac/Yr
  • Thrissur
Lead Generation Field Sales Negotiation Skills BFSI Channel Sales Convincing Power Housing Loan
Client Interaction & Sales Find and contact new clients to offer loan options.Talk with applicants to collect personal and financial data.Explain loan types, interest rates, and repayment terms.Answer questions and guide borrowers through the process.Financial Analysis & EvaluationVerify income, employment history, and asset details.Pull and check credit reports to measure risk.Run or review data through underwriting software.Decide to approve, deny, or send applications to management.Processing & CompliancePrepare complete, accurate loan contracts and paperwork.Follow local, state, and federal banking laws.Track closing dates and coordinate with underwriters.Maintain clean records and manage the active loan pipeline.
View all details

Hiring For Loan Officer Fresher

Jyoti Placements Service

  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Karimnagar
Channel Sales Lead Generation Field Sales Negotiation Skills
Client Interaction & Sales Find and contact new clients to offer loan options.Talk with applicants to collect personal and financial data.Explain loan types, interest rates, and repayment terms.Answer questions and guide borrowers through the process.Financial Analysis & EvaluationVerify income, employment history, and asset details.Pull and check credit reports to measure risk.Run or review data through underwriting software.Decide to approve, deny, or send applications to management.Processing & CompliancePrepare complete, accurate loan contracts and paperwork.Follow local, state, and federal banking laws.Track closing dates and coordinate with underwriters.Maintain clean records and manage the active loan pipeline
View all details
View More Jobs