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

As a Bancassurance Executive in Durgapur, you will play a vital role in bridging the gap between banking and insurance products, ensuring customers receive comprehensive financial solutions. **Key Responsibilities:**- **Customer Engagement:** Build strong relationships with bank customers to understand their financial needs and preferences, guiding them towards suitable insurance products.- **Product Presentation:** Effectively present and explain insurance policies, highlighting their benefits and how they fit the customer's requirements to facilitate informed decision-making.- **Sales Execution:** Achieve monthly sales targets by promoting and selling various insurance products through the banks network and ensuring a seamless customer experience.- **Collaboration with Bank Staff:** Work closely with bank personnel to identify opportunities for cross-selling insurance products, conducting training sessions to enhance their knowledge of insurance offerings.- **Documentation and Compliance:** Ensure all customer applications and documentation are completed accurately and in compliance with regulatory standards, maintaining proper records for future reference.**Required Skills and Expectations:**Candidates should possess 1 to 3 years of experience in sales or customer service, preferably in the financial or insurance sector. Strong communication skills are essential for explaining complex information clearly to customers. A customer-oriented mindset is crucial, along with the ability to build trust and rapport quickly. Organizational skills are important to manage multiple client interactions and follow-ups efficiently. Candidates should be proactive, motivated, and able to work towards sales targets independently while also thriving in a team-oriented environment. A basic understanding of both banking and insurance products will be advantageous.

As an HNI Relationship Manager, your primary role will be to manage and nurture relationships with high-net-worth individuals. You will serve as their primary point of contact, ensuring their financial needs and goals are met with exceptional service.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with high-net-worth clients to understand their financial goals and tailor services accordingly.- **Investment Advisory:** Provide expert advice on investment options, portfolio management, and risk assessment to help clients grow their wealth.- **Financial Planning:** Collaborate with clients to create personalized financial plans, ensuring alignment with their short-term and long-term objectives.- **Market Research:** Stay updated on market trends and investment opportunities, using this knowledge to inform clients and provide timely recommendations.- **Cross-Selling Services:** Identify opportunities to offer additional products and services that may benefit clients, thereby enhancing their overall experience and engagement.- **Reporting and Documentation:** Maintain accurate records of client interactions, financial strategies implemented, and performance reports to ensure compliance and effective follow-up.**Required Skills and Expectations:** Candidates should have a minimum of 3 to 8 years of experience in wealth management or a related field. Strong communication skills are essential, enabling you to articulate complex financial information clearly to clients. A solid understanding of financial products and investment strategies is crucial. Additionally, candidates should possess strong analytical skills to assess market conditions and client needs. A proactive approach to problem-solving and exceptional interpersonal skills will help in building trust and securing long-term relationships with clients.

Responsible for day to day work of Account, Finance & Taxation Department and ensure its smooth functioning. Finalization of Annual Accounts and to have them audited./ Internal Audit, Statutory Audit & Departmental Audit and to ensure complete in timely./(execution of IPO, private equity deals & Fund Raising and Compliance of SEBI Regulations.)/Responsible for Manage fund flow and ensure timely payment of Statutory Dues, vendor and contractor./Responsbile for Preparation of Annual Budget, projected profit & loss statement, balance sheet and cash flow statement./ Monitoring of Project Loan & Prepare of Quarterly Statement and Comply of all other Requirement.Trade Finance like factoring, LC Discounting and Bill Discount.

K9HR SOLUTIONS, Varsha Dabhi(HR Recruiter - Mo. No. 9099970515 Email ID: hr022.k9hrs@gmail.com) is looking for is looking for a dedicated Office Executive to join our team in Rajkot. The ideal candidate will support daily office operations, ensuring a smooth workflow and effective communication. Key Responsibilities:1. **Administrative Support**: Handle daily administrative tasks such as managing phone calls, responding to emails, and organizing documents to keep the office running smoothly.2. **Scheduling and Coordination**: Assist in scheduling meetings and appointments for team members, ensuring that all participants are informed and prepared.3. **Data Management**: Maintain and update office records and databases accurately, ensuring that all information is current and easily accessible.4. **Customer Interaction**: Greet visitors and clients, providing them with assistance and information as needed, to ensure a welcoming office environment.5. **Office Supplies Management**: Monitor and reorder office supplies regularly to ensure that staff members have the necessary resources for their tasks.Required Skills and Expectations: We are looking for a dedicated and detail-oriented **Accountant** to join our team. The ideal candidate should be a graduate with **1-2 years of relevant accounting experience** and have hands-on knowledge of **purchase entry in Miracle Software**. The candidate will be responsible for managing purchase entries, handling **IndiaMART** inquiries and customer follow-ups, maintaining accurate accounting records, and preparing reports using **Microsoft Excel**. Proficiency in MS Office, basic computer applications, and accounting principles is essential. Strong organizational skills, attention to detail, and good written and verbal communication are required. The candidate should be able to work independently as well as collaboratively within a team, demonstrate a proactive attitude, and be punctual, reliable, and efficient in managing daily responsibilities.

We are hiring Online Records Management Executives for maintaining digital records, updating databases, processing online information, and supporting back office operations. Freshers and experienced candidates are welcome to apply.This role is suitable for students, graduates, homemakers, freelancers, and job seekers looking for flexible work-from-home opportunities.

Key Responsibilities: Go on field visits to meet customers and explain loan products Work to achieve sales targets and help grow the companys business Build good relationships with customers by meeting them regularly and following up for more business Meet new customers and ask happy customers to refer others who may need a home loan Coordinate with credit team for smooth processing and disbursal of loans Maintain credit quality Onboard new channel partners Find and add new housing projects (APFs) and agents to bring in more loan applications. Required Qualifications and Skills: 1-5 years of experience in Home Loan or Mortgage Sales within the BFSI/NBFC sector Prior experience in direct customer acquisition and channel sales preferred; Freshers with strong sales aptitude may also be considered Strong local market knowledge and established network in the region Excellent interpersonal skills Customer handling and relationship-building abilities Result-oriented and self-motivated Strong negotiation and influencing skills Educational Qualifications: Minimum: Graduate in any discipline (Bachelors degree required) Having a two-wheeler will be an added advantage.

K9HR SOLUTIONS, Krishna Patel (HR Manager - Mo. No. 98798 71629 Email ID: hr03@k9hr.com) is looking for Stock Broker Executive As Follows: Assist clients with stock broking services, manage account-related operations, maintain accurate documentation, prepare reports using MS Office, and provide efficient administrative and client support. The role requires good communication skills, attention to detail, and a basic understanding of financial markets.

Experience in for handling business of motor , health and SME lines.Motor and Health insurance knowledge.Work in team and cross functional environment and with HDFC bank channel partner.Can travel between bank branches

Engagement with HDFC Bank Branch stakeholders getting leads and driving business through them, Attending Morning huddle at Bank Branches.Doing Fresh Health, Motor and home insurance of business GWP across cluster of Bank Branches.Maintaining Renewal percentage across BranchesTo maintain Branch Activation of Bank cluster branches with Health and Non health business

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.

As a Home Loan Sales Executive in Raipur, you will play a crucial role in helping clients secure financing for their homes. You will work directly with customers to guide them through the home loan process.**Key Responsibilities:**- **Client Consultation:** Meet with potential clients to understand their financial needs and provide tailored home loan solutions, ensuring they have all necessary information to make informed decisions.- **Loan Application Processing:** Assist clients in completing loan applications and gathering required documentation, facilitating a smooth and efficient application process.- **Market Research:** Stay updated on the latest trends in the housing market and loan products to effectively advise clients on the best options available.- **Networking:** Build strong relationships with real estate agents and other industry professionals to generate leads and expand business opportunities.- **Follow-up:** Maintain regular communication with clients throughout the application process, providing updates and addressing any concerns they may have.**Required Skills and Expectations:**The ideal candidate should have a background in sales, preferably in the financial sector. Excellent communication skills, both verbal and written, are essential for building rapport with clients. Strong organizational skills and attention to detail are necessary to manage multiple applications and deadlines effectively. A proactive attitude and the ability to work independently are important, as you will be responsible for managing your own client portfolio. A good understanding of home loan products and current market trends will enhance your effectiveness in this role. Prior experience in home loan sales is preferred, but not mandatory for candidates with strong sales aptitude.

URGENT WALK-IN INTERVIEW DRIVE HDFC SALES Position: Sales Officer - Home Loan Location: Jamshedpur Open Positions: 20 Department: Home Loan

Job Responsibilities for CM Identification of potential village/ area for operation through village/area survey Conducting village/area level meetings, discuss about the company and various products/ services offered. Identification of potential customers in approved village/ area for providing financial support Loan origination Completing all necessary documentations and field verifications of all potential customers who apply for loan Collection of loan recovery and deposit in the bank (no deposit required for cashless) Monitoring and follow up of loan recovery and loan utilization Adhering to rules and norms prescribed by the company Adhering to basic code of conduct and fair practices code defined for microfinance industry Maintaining healthy portfolio and 100% recovery rate Conducting pre-disbursement and post-disbursement visits Maximum customer retention and relationship management at centers Providing training to new CMs Dealing with the customers in proper manner as prescribed under code of conduct Commitment and dedication for business growth and profitability of the branch Assist the branch manager to generate new business Complying to all the requirements by the Branch and HO

responsibilities of finance & accounts department Finalization of Financial Statements of the Company Dealing with Banks for arranging loan and managing working capital Liasioning with Government department, compliance of Legal and statutory and tax matters including GST,Income Tax etc. Financial and Business Planning , managing cash flow, Receivables and Payable management, Cost reduction Inventory management , Fixed assets management , Budgeting, and MIS work

responsibilities of finance & accounts department Finalization of Financial Statements of the Company Dealing with Banks for arranging loan and managing working capital Liasioning with Government department, compliance of Legal and statutory and tax matters including GST,Income Tax etc. Financial and Business Planning , managing cash flow, Receivables and Payable management, Cost reduction Inventory management , Fixed assets management , Budgeting, and MIS work

Responsible for Account Payable/ Cash Management and Bank dealing Cash and Fund Flow Management, Cost and Credit Control and Inventory Accounting and Cost Management.# Finalization of Accounts, preparation of financial statements, business activity reports, MIS Reports, Budgeting and forecasts.Monthly preparation of cash flow statements Regular review of investment of spare funds to ensure effective utilisation of funds including keeping track of interest rates to maximize the interest revenue.