5416

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

filter
  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type
  • 0 - 6 yrs
  • 5.0 Lac/Yr
  • Anna Nagar Chennai
Communication Life Insurance Insurance Sales Good Communication Skills
We are looking for a Life Insurance Agent to join our team in Anna Nagar, Chennai. This is a part-time work-from-home position suitable for individuals with 0 to 6 years of experience. A minimum education of 10th Pass is required.As a Life Insurance Agent, you will be responsible for helping clients understand their insurance options and assisting them in choosing the best policies for their needs. Your main duties will include:- **Client Consultations**: Engage with clients to determine their financial needs and preferences, ensuring they understand the importance of life insurance.- **Policy Recommendations**: Analyze different life insurance plans and recommend suitable options based on the unique requirements of each client.- **Document Preparation**: Assist clients with filling out applications and processing necessary paperwork for policy enrollment efficiently.- **Follow-Up**: Maintain contact with clients to answer questions, provide updates, and encourage renewals, ensuring they feel supported throughout their insurance journey.To succeed in this role, you should have excellent communication skills to explain complex information clearly. Strong organizational skills are essential for managing client documents and appointments. A customer-focused mindset will help you build trusting relationships with clients. You must be motivated and self-driven as this is a work-from-home position requiring discipline and the ability to work independently. A basic understanding of technology for online communication and document management is also necessary.
View all details
  • Fresher
  • 10.0 Lac/Yr
  • Hazratganj Lucknow
Sales Manager Insurance Sales Insurance Marketing Agency Sales
We are looking for an enthusiastic Insurance Manager to join our team in Hazratganj. This full-time position is ideal for freshers eager to start their career in the insurance sector. **Key Responsibilities:**- **Policy Management:** You will assist in managing insurance policies, ensuring they comply with regulations and meet customers' needs. - **Customer Relations:** Build strong relationships with clients by providing them with accurate information and guidance on insurance products.- **Claims Processing:** Help clients with their insurance claims by providing support and ensuring that all documentation is completed correctly.- **Market Research:** Research and analyze market trends to identify new products and services that can benefit clients and improve sales.- **Team Collaboration:** Work closely with other team members to achieve common goals and provide exceptional service to clients.**Required Skills and Expectations:**Candidates should have strong communication skills, both verbal and written, to effectively interact with clients and team members. Attention to detail is crucial, as accuracy in handling policies and claims is essential. A basic understanding of insurance products and services will be an advantage. Freshers should be eager to learn and demonstrate a proactive attitude towards problem-solving. Candidates should possess good organizational skills to manage multiple tasks efficiently. A degree in finance, business, or a related field is preferred, but not mandatory.
View all details
  • 1 - 2 yrs
  • 1.8 Lac/Yr
  • Salem
Organizational Skills MS Office Bank Account Opening
We are looking for an Bank Account Opening Associate to join our financial department. Your duties will include compiling and reviewing financial information, preparing financial paperwork, assisting with payroll processing, and maintaining records. You will also be required to perform general administrative tasks.Accounting Associate Responsibilities:Compiling and reviewing financial information.Preparing financial forms, documents, and reports.Assisting with the preparation of budgets and financial statements.Assisting with tax filings, accounts receivables, accounts payables, and payroll processing.Complying with federal, state, and local legal regulations and requirements.Maintaining records and filing systems.Answering telephones and handling routing correspondence with clients.Performing other duties as required.Accounting Associate Requirements:Bachelor's degree in accounting, finance, or a related field preferred.At least two years of accounting experience.Working knowledge of basic accounting principles and practices.Working knowledge of relevant state, federal, and local regulations.Proficiency in MS Office and popular accounting software.Excellent communication and interpersonal skills.Ability to work under pressure.Excellent organizational skills.
View all details
  • 0 - 1 yrs
  • Chennai
Sales Process Field Service Customer Management
Exciting Job Opportunity - SBI Credit Card Sales ExecutiveCompany: Calibehr Business Support Services Pvt. Ltd.Client: SBI CardsLocation: Chennai Salary: 18,000 - 20,000 per month + Attractive IncentivesEligibilityMinimum Qualification: 12th Pass / Diploma / Any Graduate.Freshers and experienced candidates are welcome to apply.Good communication and convincing skills.Willingness to work in field sales.BenefitsFixed SalaryAttractive IncentivesCareer Growth OpportunitiesTraining and Support
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!
Billing Executive Medical Billing Executive Estimator Medical Billing Reserve Estimation Road Estimator Software Estimation Estimation
The Billing Executive will be responsible for preparing and sending invoices to clients accurately and promptly. This includes verifying billing information and ensuring that all amounts are calculated correctly. The role also involves following up on outstanding invoices to ensure timely payments.Additionally, the Billing Executive will maintain organized records of all billing transactions and client communications. This role requires regular collaboration with other departments to resolve any billing discrepancies that may arise. Furthermore, the Executive will assist in preparing monthly sales reports and other financial documentation as needed.
View all details
  • 1 - 2 yrs
  • 4.0 Lac/Yr
  • Hyderabad
Communication Coordination Excel Claim Associate
Job SummaryThe EB Claims Specialist will be responsible for managing end-to-end EB insurance claims while supporting client retention and renewals. The role requires maturity, strong coordination skills, and the ability to communicate effectively with clients and insurers.
View all details

Loan Officer - Full Time

HDFC Sales Pvt Ltd

  • 1 - 3 yrs
  • 2.5 Lac/Yr
  • Ghansoli Navi Mumbai
BFSI Convincing Power Home Loans Communication Skills
Job Title: loan officer - Home LoanExperience: Fresher / ExperiencedQualification: Graduate in any disciplineJob Role:We are hiring Tele Sales Executives for Home Loan process. The candidate will be responsible for calling potential customers, explaining home loan products, generating leads, and coordinating with the sales team for loan processing.
View all details
  • 0 - 2 yrs
  • Female
  • Goregaon West Mumbai Suburban
Invoicing Expense Tracking Accounting Administrative Support Time Management Financial Reporting Payroll Processing Data Entry Record Keeping
We are seeking a detail-oriented and organized female Accounts Cum Admin Executive to join our team in Goregaon West. The ideal candidate will have a Bachelor's degree in Commerce (B.Com) and 0 to 2 years of relevant experience.**Key Responsibilities:**- **Maintain Financial Records:** Accurately record day-to-day financial transactions and ensure all entries in the accounting system are correct.- **Reconcile Accounts:** Regularly check and reconcile bank statements and internal accounts to ensure accuracy and identify discrepancies.- **Assist with Invoicing:** Prepare and send invoices to clients while ensuring timely payments and following up on overdue accounts.- **Office Administration:** Handle day-to-day office tasks such as filing documents, managing supplies, and coordinating meetings.- **Support Reporting:** Assist in preparing monthly financial reports to provide insights into the company's financial status.- **Communicate with Vendors and Clients:** Serve as a point of contact for vendors and clients, addressing queries and ensuring smooth communication.**Required Skills and Expectations:**- A Bachelors degree in Commerce (B.Com) is essential.- Candidates should be proficient in Excel and familiar with accounting software.- Excellent organizational skills and attention to detail are crucial for managing both accounting and administrative tasks.- Strong communication skills, both written and verbal, are necessary for interaction with team members, clients, and vendors.- The ability to work independently and manage time effectively in a fast-paced environment is essential.- A proactive attitude and willingness to learn and adapt to new challenges are highly valued.
View all details

Financial Service Associate (Fresher)

Fastline Recruitment Services

  • Fresher
  • 2.8 Lac/Yr
  • Berhampur
Field Sales Banking
We are looking for a motivated Financial Service Associate to join our team in Berhampur. This full-time position is open to male candidates, including fresh graduates who are eager to start their careers in finance.**Key Responsibilities:**- **Customer Service Support:** Assist clients by answering their questions about financial products and services while ensuring a positive experience.- **Account Management:** Help clients with their accounts, including opening new accounts and providing updates on existing ones to maintain strong client relationships.- **Financial Analysis:** Analyze clients' financial needs and recommend suitable products or services to meet their goals effectively.- **Document Preparation:** Prepare necessary financial documents and ensure all paperwork is accurate and submitted on time for processing.- **Team Collaboration:** Work closely with other team members to coordinate efforts and provide excellent service to all clients.Required skills and expectations include:- Strong communication skills: You should be able to express ideas clearly and listen effectively to client needs.- Basic financial knowledge: Familiarity with financial concepts and products will be beneficial in assisting clients.- Attention to detail: Ensuring all information is accurate and tasks are completed efficiently is crucial in this role.- Positive attitude: A professional demeanor and a willingness to learn will help you thrive in our team-oriented environment.- Willingness to work from the office: This role requires you to be present on-site to collaborate with the team and serve clients effectively.
View all details

Fresher hiring for Finance Advisor

Quick Service Consultancy

  • 0 - 1 yrs
  • 3.8 Lac/Yr
  • Muzaffarpur
Financial Services Corporate Finance Investment Banking Finance BFSI Leadership Infrastructure Finance Taxation Financial Planning
As a Finance Advisor, you will play a crucial role in helping clients make informed financial decisions. You will work directly with clients to understand their financial goals and provide tailored guidance.**Key Responsibilities:**- **Client Consultation:** Meet with clients to discuss their financial situations, needs, and goals. This involves listening carefully and gathering relevant information to offer the best advice.- **Financial Analysis:** Analyze clients' financial data and documents to provide insights and recommend suitable financial products or strategies that fit their specific needs.- **Portfolio Management:** Help clients build and manage their investment portfolios, ensuring their choices align with their risk tolerance and financial objectives.- **Market Research:** Stay updated on market trends and financial products to provide clients with the most recent and relevant information.- **Documentation and Reporting:** Prepare reports and documentation related to clients' financial plans, ensuring accuracy and compliance with relevant regulations.**Required Skills and Expectations:**- Strong communication skills are essential to explain financial concepts clearly to clients.- Basic understanding of finance and investment principles is required.- A keen analytical mindset to interpret financial data accurately.- Proficiency in using computers and basic office software, as daily tasks include documentation and reporting.- Ability to work collaboratively in a team environment while also being self-motivated.- A professional attitude and the ability to maintain confidentiality regarding clients' financial information. This role is ideal for someone eager to start their career in finance and who possesses a strong willingness to learn and grow in the industry.
View all details
  • 0 - 2 yrs
  • 9.0 Lac/Yr
  • Mumbai
Banking Sales Banking Assistant Corporate Bank Banking Finance
We are seeking a Banking Manager to join our team in Mumbai. This role is perfect for candidates with 0 to 2 years of experience who are passionate about building a career in the banking sector. A minimum education of 12th pass is required, and the job will be conducted in an office environment.**Key Responsibilities:**- **Customer Service:** Assist and guide customers with their banking needs, providing support for various products and services to enhance their experience.- **Account Management:** Oversee customer accounts, ensuring all transactions are processed accurately and efficiently, while also monitoring for any potential issues.- **Sales and Promotions:** Actively promote bank products such as loans, savings accounts, and credit cards to meet monthly sales targets and enhance customer satisfaction.- **Compliance:** Ensure that all banking operations comply with legal and regulatory requirements, maintaining the integrity of the bank's services.- **Team Collaboration:** Work closely with colleagues and management to share insights and strategies for improving customer relations and operational efficiency.Required skills and expectations include effective communication, both verbal and written, to interact with customers and team members. A proactive attitude is essential to address customer inquiries and resolve issues promptly. Candidates should possess strong organizational skills to manage multiple tasks and maintain attention to detail. Basic computer proficiency is necessary for handling banking software and maintaining accurate records. A willingness to learn and adapt to new challenges in the banking environment is also highly valued.
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
  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Gurgaon
Cash Collection Debt Recovery Inbound Calls Outbound Sales Collections Recovery
We are looking for a dedicated Collection Executive to join our team in Gurgaon. The ideal candidate will have 1 to 2 years of experience in collections and a minimum educational qualification of 12th pass. **Key Responsibilities:**- **Conduct Outreach for Collections:** Contact clients via phone and email to remind them of outstanding payments and resolve any disputes related to billing.- **Maintain Accurate Records:** Keep detailed notes of all communication with clients and update payment statuses in the company database to ensure information is current.- **Follow Up on Payment Promises:** Monitor promised payment dates and follow up with clients to ensure they meet their commitments.- **Negotiate Payment Plans:** Work with clients who are having difficulty making payments to create realistic payment plans that benefit both parties.- **Report on Collection Activities:** Prepare and submit weekly and monthly reports on collection efforts and payment statuses to management.To succeed in this role, candidates should possess strong communication skills, both verbal and written, to effectively interact with clients. Attention to detail is important for maintaining accurate records and understanding complex billing issues. A good understanding of collection procedures and practices is necessary, along with the ability to negotiate and work under pressure. Candidates should be goal-oriented, self-motivated, and able to work independently in an office environment.
View all details
  • 0 - 6 yrs
  • 4.5 Lac/Yr
  • Female
  • Uttam Nagar Delhi
Collections Recovery Convincing Power
We are looking for a motivated and detail-oriented Collection Agent to join our team in Uttam Nagar, Delhi. This role is ideal for females with 0 to 6 years of experience who have completed their 12th grade and are ready to work in an office environment.As a Collection Agent, you will be responsible for contacting clients to collect overdue payments and ensure outstanding debts are settled. Your role will involve following up on accounts, negotiating payment plans, and documenting all communication.Key responsibilities include:1. **Contacting Clients**: You will reach out to individuals or businesses with outstanding payments through calls or emails, reminding them of their due amounts and payment deadlines.2. **Negotiation**: You will work with clients to discuss and agree on payment options, helping them to fulfill their financial obligations while maintaining a positive relationship.3. **Record Keeping**: It is essential to maintain accurate records of all communications and payments received. You will use our databases to track progress on collections.4. **Reporting**: You will provide updates and reports to your supervisor about the status of collections and any challenges you face.To succeed in this role, you should have excellent communication skills, be comfortable with negotiation, and have a good understanding of basic financial concepts. Attention to detail and the ability to work well in a team are also important. A professional demeanor is crucial, as you will be representing our company to clients.
View all details
  • Fresher
  • 12.0 Lac/Yr
  • Villupuram
Life Insurance Telemarketing
Hiring - TelecallerEducation Qualification: 10 th passAge : 18- 75Gender : Male/FemaleLocation: Villupuram, Cuddalore, Puducherry, kallakurichi.Address: Akr Tower, 1St Floor, No 195/27D/7, Trichy Main Road, Villupuram, Tamil Nadu - 605602For more details, contact: Sridhar M - Agency Manager
View all details
  • 1 - 7 yrs
  • 3.0 Lac/Yr
  • Thane
Estimation Costing Design Proposal
Estimation Engineer required urgent for reputed engineering co.Location - Thane (Kapurbawdi)Salary - Rs 2 to 3 lakhs pa2nd and 4th Saturdays and all Sundays off_________________________Mail or whatsapp following details urgently1. UPDATED RESUME2. PRESENT / LAST SALARY3. CAN TRAVEL TO THANE WEST4. JOINING DATEMAIL to rankandfile94@yahoo.co.in (or) WHATSAPP to 9820824647_________________________Co. - Reputed engineering co with modern plant at Shahapur Thane DistProducts - Static process equipment like heat exchangers, pressure vessels, columns, storage tanks etcGood work environment_________________________REQUIREDDiploma/ Degree Engg in Chem/ Mech or BSc -Physics etcMin 2 years experience in design, estimation, proposals or tenders - PREFERABLY IN SIMILAR PROCESS EQUIPMENT COS.Good understanding of and ability to read engg drawings (AutoCAD)Understanding of project/ product/ manufacturing costingProficiency in MS Office, including the ability to operate computerized spreadsheet programsMAIN RESPPONSIBILITIES:Study the scope of work & tender document and prepare the tender review sheet Prepare/review the basic design, create the estimation BOQ Prepare & send out RFQ for (materials, vendors & subcontractors), follow-up, prepare technical evaluation sheet, Prepare quotation comparison sheet Calculate the direct cost for each item by analyzing the item to its basicsCalculate/assist in the calculation of other costs Participate in Cost Variance analysis and invoices.Assist in preparing responses to clarification requests by the client regarding the submitted tenderFollow up of venders & clients regarding inquiry & quotations________________________CALL/ CONTACT IMMEDIATELYSHOBANARank & File consultants9820289904
View all details

Finance Manager (Male)

Arth Manpower Consultancy

  • 15 - 20 yrs
  • 14.0 Lac/Yr
  • Faridabad
Financial Planning Corporate Finance Finance Financial Reporting Banking Finance Accounts Tally
Job DescriptionPosition: General ManagerDepartment: Finance & AccountsLocation: Faridabad, HaryanaExperience: 15-20 Years (Manufacturing Industry Preferred)Qualification: CA / CMA (Preferred) or MBA (Finance) / M. Com with relevant experience.
View all details
  • 0 - 2 yrs
  • 3.3 Lac/Yr
  • Kolkata
Product Knowledge Channel Sales BFSI Lead Generation Field Sales Negotiation Skills Convincing Power Home Loans Outbound Sales Housing Loan Personal Loans Housing Finance Analytical Communication Skills
As a Loan Officer, you will play a crucial role in assisting customers with their loan applications and providing excellent service throughout the lending process. **Key Responsibilities:**- **Evaluate Loan Applications:** Review loan applications and financial information to determine eligibility for loans, ensuring accuracy and completeness. - **Provide Customer Support:** Guide clients through the loan process, explaining terms, conditions, and answering any inquiries to ensure they fully understand their options. - **Assess Creditworthiness:** Analyze credit reports and financial data to assess the risk of lending money to applicants, ensuring responsible lending practices. - **Maintain Records:** Keep detailed records of all loan applications, communications, and transactions to comply with regulations and for future reference. - **Collaborate with Teams:** Work closely with underwriters, credit analysts, and other department staff to facilitate the timely processing of loans. - **Conduct Follow-ups:** Reach out to applicants to solicit any additional information needed and provide updates on the status of their loan applications. To succeed in this role, you should possess strong communication and interpersonal skills, allowing you to build trust with clients. Attention to detail is vital to assess documents accurately, and basic math skills are necessary for financial calculations. Time management skills are important to handle multiple applications efficiently. A proactive attitude towards customer service and a willingness to learn about financial products will help you thrive in this entry-level position.
View all details
  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Female
  • Noida Sector 15
Outbound Calling Inbound Calling Convincing Power Lead Generation
We are looking for a motivated female Fundraiser to join our team in Sector 15. This is a full-time position ideal for individuals with 0 to 2 years of experience. Your primary role will be to engage with potential donors and promote our cause to secure financial support.**Key Responsibilities:**- **Engage with Donors:** Connect with individuals, businesses, and organizations to explain our mission and encourage them to contribute.- **Organize Fundraising Events:** Assist in planning and executing events that raise funds, ensuring they run smoothly and effectively.- **Develop Fundraising Strategies:** Work with the team to create innovative approaches to increase donations and broaden our supporter base.- **Maintain Donor Relationships:** Follow up with donors and keep them informed about the impact of their contributions to build trust and encourage future support.- **Track Donations:** Keep accurate records of donations received, ensuring all data is up to date and organized for reporting purposes.- **Communicate Effectively:** Share stories and updates that highlight our work and success to inspire potential donors to contribute.**Required Skills and Expectations:**The ideal candidate should have strong communication skills to effectively convey our mission and engage with various stakeholders. A positive attitude and passion for social causes are essential. Basic organizational skills are necessary to manage events and track donations. Previous experience in fundraising or community service is a plus but not required. Finally, the candidate should be comfortable working in an office setting and able to collaborate with a team.
View all details
  • Fresher
  • 2.8 Lac/Yr
  • Bangalore
Customer Service Hindi
Join our team as a Demat Account Executive, where fresh talent can kickstart their career in finance. This part-time position offers the flexibility of working from home, making it ideal for those seeking to balance work and personal commitments.Key Responsibilities:- **Open Demat Accounts**: Assist clients in setting up their demat accounts, ensuring all necessary documentation is collected and submitted accurately.- **Client Support**: Provide prompt and helpful responses to client queries regarding account functionalities, investment options, and any issues related to their demat accounts.- **Transaction Monitoring**: Keep track of daily transactions within client accounts, ensuring that all activities comply with regulatory requirements and are recorded correctly.- **Educate Clients**: Inform clients about the benefits of demat accounts and provide guidance on how to effectively use them for trading and investment purposes.- **Record Keeping**: Maintain accurate records of customer interactions and transactions to ensure efficient account management.
View all details

Hiring Freshers || Bank Manager

ACE World Organisation

  • 0 - 5 yrs
  • 8.0 Lac/Yr
  • Mumbai
Communication Customer Dealing Bank Manager
As a Bank Manager in Mumbai, you will play a vital role in managing banking operations and ensuring excellent customer service. You will be responsible for overseeing daily activities in the branch and leading a team of employees.**Key Responsibilities:**- **Oversee Branch Operations:** Manage daily operations to ensure efficiency and compliance with banking policies.- **Supervise Staff:** Lead and mentor a team of bank employees, providing guidance to enhance performance and productivity.- **Customer Service:** Address customer inquiries and complaints effectively, ensuring a high level of satisfaction and promoting a positive banking experience.- **Sales Management:** Drive sales initiatives by promoting banking products and services, setting targets for your team, and tracking achievements.- **Financial Monitoring:** Monitor financial transactions and ensure accurate record-keeping to maintain the integrity of the bank's financial reports.- **Risk Management:** Identify potential risks in operations and take necessary measures to mitigate them, ensuring compliance with regulations.**Required Skills and Expectations:**- A minimum of a 12th-grade education is necessary, with a strong understanding of banking processes.- Excellent communication skills are essential for interacting with customers and staff.- Ability to work well in a team and demonstrate leadership qualities to inspire and motivate employees.- Strong organizational skills to manage multiple tasks and respond to changing priorities effectively.- Basic financial literacy is expected, along with a willingness to learn about banking products and services. - Being detail-oriented will help maintain accuracy in financial transactions and reports.
View all details

Hiring Freshers || Loan Officer

Axis Group of Services

  • 0 - 2 yrs
  • 3.3 Lac/Yr
  • Asansol
Product Knowledge Channel Sales BFSI Lead Generation Field Sales Negotiation Skills Convincing Power Home Loans Outbound Sales Housing Loan Personal Loans Housing Finance Analytical Communication Skills
As a Loan Officer, you will play a vital role in helping clients secure loans that meet their financial needs. You will work directly with borrowers, guiding them through the loan process.**Key Responsibilities:**- **Evaluate Loan Applications:** Review loan applications and financial documents to determine clients creditworthiness, ensuring that all necessary information is collected.- **Assist Clients:** Provide support to clients throughout the loan process by answering their questions and explaining the requirements and terms of loans.- **Conduct Credit Checks:** Perform credit checks and analyze credit reports to assess borrowers' financial situations, helping to make informed lending decisions.- **Maintain Records:** Keep accurate and organized records of all loan transactions and client interactions, ensuring compliance with regulatory standards.- **Build Relationships:** Foster strong relationships with clients to encourage repeat business and referrals, enhancing overall customer satisfaction.**Required Skills and Expectations:**- Strong communication skills are essential for interacting effectively with clients and explaining loan terms clearly.- A basic understanding of financial principles and loan products is important to guide customers in their choices.- Attention to detail is necessary to accurately evaluate documents and maintain proper records.- Ability to work in a team environment, collaborating with colleagues to achieve common goals.- A positive attitude and willingness to learn will help you succeed in this role, especially if you have limited experience in the field. Your enthusiasm and dedication to helping clients navigate their financing options will be key to your success as a Loan Officer.
View all details
  • 0 - 2 yrs
  • 3.3 Lac/Yr
  • Murshidabad
Product Knowledge Channel Sales BFSI Lead Generation Field Sales Negotiation Skills Convincing Power Home Loans Outbound Sales Housing Loan Personal Loans Housing Finance Analytical Communication Skills
As a Loan Officer, you will play a crucial role in assisting clients with their loan applications and financing needs. Your main duties will include:- **Evaluating Loan Applications**: Review and analyze the financial information provided by applicants to determine their eligibility for loans, ensuring all necessary documentation is complete.- **Communicating with Clients**: Actively engage with potential and existing clients to explain loan products, gathering information and answering any questions they may have throughout the process.- **Conducting Credit Checks**: Perform necessary background checks on applicants to assess their creditworthiness, which helps in making informed lending decisions.- **Processing Loans**: Manage the entire loan process from start to finish, including preparing and submitting loan files for approval to relevant departments.- **Providing Customer Service**: Offer ongoing support and follow-up communication with clients to ensure a smooth loan experience and address any issues that arise.To be successful in this role, you should possess a strong understanding of financial principles and loan products. Clear communication skills are essential, enabling you to explain complex information in an understandable way. Attention to detail and organizational skills are important for managing multiple applications simultaneously. A proactive attitude and willingness to learn are crucial, especially if you are new to the financial industry. This position requires a minimum educational qualification of 12th pass and is suitable for candidates with 0 to 2 years of experience.
View all details

Fresher hiring for Loan Officer

Axis Group of Services

  • 0 - 2 yrs
  • 3.3 Lac/Yr
  • Malda
Product Knowledge Channel Sales BFSI Lead Generation Field Sales Negotiation Skills Convincing Power Home Loans Outbound Sales Housing Loan Personal Loans Housing Finance Analytical Communication Skills
As a Loan Officer in Malda, you will help clients navigate the loan process and make informed financial decisions. This is a full-time office position suitable for candidates with 0 to 2 years of experience. Key Responsibilities:- **Evaluate Loan Applications**: Review and analyze loan applications to determine the eligibility and creditworthiness of applicants. Youll assess their financial situation to recommend suitable loan products.- **Provide Financial Advice**: Assist clients by explaining various loan options and financial products available to them. This guidance helps clients make informed choices based on their needs.- **Maintain Client Relationships**: Build and maintain strong relationships with clients, ensuring a positive experience throughout the loan process. Regular communication is essential to address any questions or concerns.- **Document Processing**: Gather and verify all necessary documentation required for loan approval. Accuracy in this step helps streamline the loans' processing and ensures compliance with regulations.- **Collaboration with Other Departments**: Work closely with underwriting and risk assessment teams to ensure proper evaluation of loans. Teamwork is key to facilitating timely loan approvals.Required Skills and Expectations:Candidates should possess strong communication and interpersonal skills to effectively interact with clients. A good understanding of financial concepts is essential. Attention to detail is crucial for accurate documentation and processing. You need to be proactive in problem-solving and adaptable to changing regulations. A positive attitude and a willingness to learn are valuable traits for success in this role.
View all details
  • 3 - 8 yrs
  • 37.5 Lac/Yr
  • Canada
Financial Analyst Client Financial Analyst Financial Reporting Analyst Financial Data Analyst Financial Research Analyst Financial Business Analyst Financial Planning Analyst
Analyzing financial data.Preparing accounting and other required reports and projections based on the analysis performed.Identifying financial performance trends and financial risk, and making recommendations.
View all details
Cashier Cash Handling Cash Collection Clerk Cashier Branch Cashier Accountant Cashier Executive Cashier
Job Descriptioneducation Diploma or Degree in Accounting or Commerce.having More Than 5 Years Experience in Cafe or Restaurant.good Command in English.good Knowledge of Computer.perks and Benefitsfree Food, Medical, Insurance & Accommodation
View all details
Financial and Investment Analyst Investment Analyst MIS and Analytics Investment Banking Analyst Investment Financial Reporting Analyst
Financial Analyst Responsibilities:Analyzing financial data.Researching macroeconomic and microeconomic conditions.Preparing accounting and other required reports and projections based on the analysis performed.Evaluating capital expenditures and asset depreciation.Establishing and evaluating records, statements, and profit plans.Identifying financial performance trends and financial risk, and making recommendations.
View all details
  • 3 - 9 yrs
  • 5.0 Lac/Yr
  • Churchgate Mumbai
Account Reconciliation Investment Monitoring Regulatory Knowledge Quantitative Skills Data Analysis Reporting
PORTFOLIO ACCOUNTS EXEC. required urgently for profitable, SSI pharma mfg co.Require smart candidate to handle and manage investment portfolios of the co. and Directors.Job location - Churchgate (near station)Salary - Rs 3.5 to 5 lakhs pa6 days workingReporting to DirectorWill coordinate with investment advisors and internal team__________________________________________________Suitably qualified candidates with relevant experience can apply with following details imme.1. UPDATED RESUME2. PRESENT/ LAST SALARY3. REASONABLE EXPECTED SALARY4. JOINING DATEMail details to ranknfile.india@gmail.com (or) whatsapp to 9820824647________________________________________________JOB PROFILE:Portfolio record keeping which involves documenting each trade, dividend and interest payment to ensure everything is done correctly in TallyJournal Entries accurately recordedFinal Accounts PreparationPrepare Realized Gain/(Loss) statementMIS as per Management's RequirementsDaily Bank entries to be updated to system.Valuation AnalysisUnderstanding the value of a portfolioRegulatory ComplianceQuarterly Income & Expenditure for Advance Tax purpose. Maintaining File according to wealth advisers.Contract notes to be updated into Tally on daily basisCANDIDATE PROFILE:Graduate / PG degree in Accounting, Finance or related field2+ years of experience in accounting or investment managementStrong understanding of investment products and marketsProficiency in accounting and portfolio management softwareAttention to detail and high level of accuracyExcellent analytical and problem-solving skillsKnowledge of relevant regulations and compliance standardsAbility to manage multiple tasks and meet deadlinesKnowledge of Overseas Remittance and accounting Call/ contactSHOBANArank & file consultants98208 24647
View all details
  • 2 - 8 yrs
  • 3.0 Lac/Yr
  • Kapurbawdi Thane
Estimation Proposals Sales Coordination Sales AutoCAD
Interested candidates with relevant qualifications and experience must whatsapp / mail following details (OR) refer suitable candidates1. Updated resume2. Present / last salary3. Earliest joining periodCandidate profile: Female BE/ Diploma/ ITI/ BSc with min 2 years experience in estimation & proposal making in any engineering industryShould be able to read and interpret designs (knowledge of AutoCAD expected)Proficient in MS Office (Word, Excel)Main job profile:Estimate costs associated with projects Study the scope of work & tender document and prepare the tender review sheet then prepare/review the basic design, create the estimation BOQ and link it with client BOQ.Prepare & Send out RFQ for (materials, vendors & subcontractors), Prepare technical evaluation sheet, Calculate the direct cost for each item by analyzing wrt Material, Equipment & ManpowerPrepare estimate and Bill of Quantities.Coordinate with vendors______________CALL/ CONTACT URGENTLY FOR FURTHER DETAILSSHOBANARANK & FILE CONSULTANTS9820824647
View all details
View More Jobs