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

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Openings For Collection Agent || Freshers & Experienced

Filza Group India Pvt Ltd

  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Bangalore
Collections Recovery Negotiation Skills Strategic Communication Computer Knowledge Cash Collection Convincing Power
We are looking for a motivated Collection Executive to join our team in Bangalore. In this full-time role, you will help manage collection processes, ensuring timely payment from clients and maintaining strong relationships.Key Responsibilities:- **Contact Clients for Payments**: Reach out to customers via phone or email to remind them about outstanding payments and due dates.- **Maintain Records**: Keep accurate records of all interactions with clients regarding their payment status, noting any agreements or promises made during conversations.- **Resolve Disputes**: Assist clients with any queries or issues related to their bills, seeking to resolve disputes amicably and efficiently.- **Report to Supervisors**: Provide regular updates to supervisors on collection statuses, outstanding amounts, and any difficulties in reaching clients.Required Skills and Expectations:Candidates should have a minimum of a 10th-grade education and possess strong communication skills to effectively interact with clients. Attention to detail is crucial to ensure accurate record-keeping, and a basic understanding of financial processes is beneficial. Reliability and punctuality are essential, as the role requires consistent attendance at the office. A positive attitude and the ability to work well under pressure are also important for success in this position. If you are eager to start your career and are willing to learn, we want to hear from you!Reach US: 8884788647
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Openings For Life Insurance Advisor || Freshers & Experienced

Axismaxlife Insurance Ltd

  • 0 - 6 yrs
  • 6.0 Lac/Yr
  • Delhi
Good Communication Hard Working
About the Role:Join India
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Billing Engineer - Gurgaon

Budhiraja Enterprise

  • 4 - 10 yrs
  • 7.0 Lac/Yr
  • Gurgaon
Tender Preparation Rate Analysis BOQ Preparation Quantity Estimation Tendering MEP
We are looking for a experienced Billing Engineer to manage client Plumbing & Firefighting billing , subcontractor billing, quantity verification, and documentation for Plumbing & Firefighting projects. The candidate will ensure accurate measurement, timely submission of bills, and proper coordination with site and accounts teams.Key Responsibilities
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Equity Trader - Canada

Capilogic

Algorithmic Trading Equity Markets Execution Skills Market Research Trade Execution
As an Equity Trader, you will be responsible for buying and selling stocks on behalf of clients and managing their investments effectively. Your role is crucial in executing trades, analyzing market conditions, and maximizing returns.**Key Responsibilities:**- **Executing Trades**: You will place orders for stocks based on analysis and client strategies. This requires quick decision-making and attention to detail.- **Market Analysis**: You will monitor market trends and economic news to identify trading opportunities, ensuring informed decisions are made for maximizing returns.- **Client Communication**: You will interact with clients to understand their investment goals and provide updates on their portfolios. Clear communication will help build strong relationships.- **Risk Management**: You will assess potential risks in stock trading and develop strategies to minimize losses while maximizing gains.- **Reporting**: You will prepare daily and weekly reports on trade performance and market conditions, ensuring transparency and accountability.**Required Skills and Expectations:**Candidates should have a strong understanding of equity markets and trading strategies. Analytical skills are essential to interpret data effectively and make quick decisions. Strong communication skills are necessary to convey complex information clearly to clients. A proactive approach and the ability to work independently in a fast-paced environment are crucial. Candidates with 0-3 years of experience in trading or finance are preferred, but a willingness to learn and adapt is also highly valued for this part-time, in-office position.
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Relationship Manager-ICICI BANK (1-3 Years)

Impact HR & KM Solutions

  • 1 - 3 yrs
  • 3.8 Lac/Yr
  • Nashik
Banking Relationship Manager Banking Sales Manager Relationship Manager Sales Business Banking Relationship Manager Relationship Manager Corporate Banking
Key ResponsibilitiesPortfolio Management & Relationship BuildingAct as a dedicated financial advisor to a portfolio of High-Net-Worth Individual (HNI) and retail account holders.Deepen existing client relationships by analyzing their financial goals, investment risk profile, and liquidity requirements.Maintain regular contact through face-to-face meetings, financial check-ups, and proactive service management.Revenue Generation & Product Cross-SellingDrive revenue across key core product verticals, including CASA (Current & Savings Accounts), Fixed Deposits, and Wealth Management products.Cross-sell third-party financial products, including Mutual Funds (AMFI/NISM products), Life Insurance, Health Insurance, and structured investments.Asset product sourcing including credit cards, home loans, personal loans, and business banking credit solutions.Client Acquisition & Business ExpansionAcquire new-to-bank (NTB) high-value individual and commercial clients through local field visits, personal network referrals, and digital leads.Participate in local branch outreach activities and corporate payroll acquisition drives.Compliance & Regulatory AdherenceEnsure all customer onboarding, financial transactions, and documentation strictly comply with KYC, AML (Anti-Money Laundering), and RBI regulations.Adhere to internal bank audit standards and transparent sales practices.Complete and maintain active mandatory regulatory certifications (NISM / IRDAI) as required for financial advisory roles.
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Interview For Recovery Agent || 10th Pass - Freshers

Pragati Finserv Pvt Ltd

  • 0 - 5 yrs
  • 1.8 Lac/Yr
  • Bilaspur
Field Service Travel Loan Operations
We are hiring field recovery officer who can go to the multiple village location and negotiate with costumers (mostly women) do kycs, background verification and collect the loan with interest.Male and Female both can applyqualifications : 10th or aboveExperience: fresher and experienced both are welcomeRequirements : valid two wheeler driving license and a bike or Scooterperks: food provided, petrol allowance, incentives.no any hidden charges
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Jobs by Related Category

Hiring Freshers || Collection Agent

Fairdebt Solutions Private Limited

  • 0 - 1 yrs
  • 2.3 Lac/Yr
  • Noida Sector 3
Negotiation Skills Collections Recovery
Position Title: Collection Executive Department: Debt Recovery / Collections Minimum Qualification: 10th Pass (High School)
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Life Insurance Advisor - Part Time - Freshers

Sbi Life Insurance Duliajan Branch

  • 0 - 6 yrs
  • 9.0 Lac/Yr
  • Duliajan Dibrugarh
Life Insurance Financial Planning Skills Insurance Sales Insurance
As a Life Insurance Advisor, you will play a crucial role in helping clients secure their financial future by offering life insurance solutions. This part-time position allows you to work from home and is ideal for individuals with varying levels of experience. **Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their financial needs and goals, guiding them towards suitable life insurance products that meet their requirements.- **Product Presentation:** Clearly explain the features and benefits of different life insurance policies to clients, ensuring they are fully informed before making a decision.- **Policy Management:** Assist clients in completing applications and managing their insurance policies, ensuring that all documents are submitted accurately and on time.- **Market Research:** Stay updated on the latest insurance products and industry trends to provide clients with accurate and relevant information.- **Sales Targets:** Work towards achieving personal sales goals, contributing to the overall success of the insurance mission.**Required Skills and Expectations:**- Strong communication skills are essential for effectively interacting with clients and explaining complex concepts in an easy-to-understand manner.- A customer-focused attitude is important for building trust and long-term relationships with clients.- Basic understanding of financial products and services will be beneficial; willingness to learn more is crucial.- Good organizational skills are required to manage client information and documentation efficiently.- Being proactive and self-motivated will help you succeed in reaching out to potential clients and closing sales.
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Cashier (1-2 Years)

Jobnex India LLP

  • 1 - 2 yrs
  • 2.8 Lac/Yr
  • Nagpur
Customer Handling Cash Handling Cash Collection Money Transfer Excel Report Preparation Cashier Activities Policy Servicing
:1-2 years of experience as a Cashier or Billing Executive in a reputed retail organization.Strong knowledge of computer operations and billing software.Proficiency in MS Office, especially basic Excel.Fast and accurate typing skills.Excellent numerical aptitude and cash-handling skills.Good communication and customer service abilities.Honest, responsible, and detail-oriented.Ability to work efficiently in a fast-paced retail environment. :Process customer billing accurately and efficiently.Handle cash, UPI, debit/credit card, and other payment transactions.Maintain daily cash records and billing reports.Resolve customer billing-related queries professionally.Coordinate with the sales team to ensure smooth store operations.Ensure accuracy in all billing and payment processes.
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Openings For Recovery Agent || Freshers & Experienced

Kissht Finance Services

  • 0 - 2 yrs
  • 5.0 Lac/Yr
  • Sehore
Debt Recovery Recovery Operations
*AUGUST-VACANCY*Company:- KISSHT FINANCE SERVICES Designation:- FOS (RECOVERY AGENT)Channel:- DIGITAL Experience:- Freshers/ 6 month experience Number of vacancy:- 2
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Recovery Agent Jobs For 12th Pass Freshers

Smart Solution

  • 0 - 5 yrs
  • 2.5 Lac/Yr
  • Mohali Sector 54
DRA Executive Tele Caller Collections Recovery Collection Agent
We are urgently hiring Debt Collection Agents/Telecallers for financial collection/recovery.Experience: 1-5 years in collection or recovery. Freshers can applyEducation: 12th to graduation or equivalentIntrested candidates send resumes to What's-up or email.
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Looking For Gold Loan Manager

NPM Recruitment

  • 1 yrs
  • Hyderabad
Gold Appraisal Partner Gold Loan Officer Gold Loan Executive Gold Loan Sales Field Sales
Experience: 1+yrs exp. In Goldloan and Gold AppraisalAbout the Role: We are seeking dynamic and self-motivated field professionals with proven expertise in gold valuation and a strong customer-centric approach. This role entails end-to-end gold loan servicing at the customer
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Opening For Manager Trade Transactions

Niyo Forex

  • 12 - 22 yrs
  • 25.0 Lac/Yr
  • Mumbai
Trade Transactions Cross-border Payments Process Design BRD Preparation Banking Integrations Compliance Technology Operations Compliant
Manager - Trade Transactions (AD Category II): Responsible for setting up and scaling the newly permitted Trade Transactions business under the RBI Authorized Dealer Category II framework by leading the end-to-end product and operational setup. The role includes interpreting RBI/FEMA regulations, designing digital customer journeys and operational workflows, preparing BRDs and SOPs, coordinating technology implementation, establishing compliance and risk controls, managing partner bank integrations, defining documentation and transaction processes, supporting regulatory reporting and audits, training internal teams, and driving the successful launch and growth of the Trade Transactions business while ensuring full regulatory compliance and operational efficiency.
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Hiring Freshers || Banking Executive

Earlyjobs

  • 0 - 5 yrs
  • 2.3 Lac/Yr
  • Hebbal Kempapura Bangalore
Communication Basic Computer Interpersonal Skills
We are looking for a dedicated Banking Executive to join our team in Hebbal Kempapura. The ideal candidate will help strengthen our customer relationships and support daily banking operations. This full-time position is suitable for individuals with 0 to 5 years of experience and requires a minimum of a 12th-grade education.**Key Responsibilities:**- **Customer Service:** Engage with customers to assist them with inquiries, resolve issues, and provide product information, ensuring a positive banking experience.- **Transaction Processing:** Handle various banking transactions, including deposits, withdrawals, and transfers, ensuring accuracy and compliance with policies.- **Documentation:** Collect and verify necessary documents for account opening and loan applications, maintaining confidentiality and security of sensitive information.- **Sales Support:** Promote banking products and services to customers, understanding their needs to improve sales performance.- **Account Maintenance:** Help with the maintenance of customer accounts, updating information as necessary and following up on pending matters.**Required Skills and Expectations:**Candidates should possess strong communication and interpersonal skills to effectively interact with customers and team members. Attention to detail is crucial for processing transactions accurately. A basic understanding of banking operations and regulations is preferred, though not mandatory for entry-level applicants. Candidates should be proactive, adaptable, and willing to learn quickly in a fast-paced environment. Being a team player and having a customer-first attitude are essential for success in this role.
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Freshers & Experience || Full Time || Insurance Advisor

Bajaj Life

  • 0 - 2 yrs
  • 3.5 Lac/Yr
  • Kolkata
Positive Attitude Marketing Insurance Sales Good Communication
As an Insurance Consultant in our Kolkata office, you will play a crucial role in helping clients understand and choose the right insurance products for their needs.**Key Responsibilities:**- **Client Consultation:** Meet with clients to assess their insurance needs and explain available products thoroughly. This helps clients make informed decisions that suit their requirements.- **Policy Recommendations:** Based on clients' needs, recommend appropriate insurance policies. Your suggestions will help clients protect their assets and manage risks effectively.- **Documentation Support:** Assist clients in completing necessary paperwork for policy applications. This ensures a smooth and efficient process, getting clients covered as quickly as possible.- **Market Research:** Stay updated on industry trends and new insurance products. This knowledge enables you to provide clients with the best options available in the market.- **Relationship Management:** Build and maintain strong relationships with clients. Providing excellent customer service encourages clients to return and recommend your services to others.**Required Skills and Expectations:**You should possess strong communication skills to explain complex information clearly. A customer-focused mindset is crucial, as you will be guiding clients in their decision-making process. Basic knowledge of insurance concepts will be an added advantage, but we are open to training enthusiastic candidates. Being able to work well in a team and handle multiple tasks efficiently is also important. A positive attitude and willingness to learn will help you succeed in this role.
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Finance Executive (Freshers) Delhi

Indexia Finserve Pvt. Ltd.

  • Fresher
  • 2.0 Lac/Yr
  • Female
  • New Delhi
Financial Services Microsoft Office TDS Bank Accounting Tally Finance Bank Reconciliation Banking Finance
We are looking for a motivated and organized Finance Executive to join our team in New Delhi. This entry-level position is ideal for recent graduates interested in pursuing a career in finance.Key responsibilities include:- **Financial Record Keeping**: Maintain accurate records of financial transactions, ensuring all documentation is in order and easily accessible for audits.- **Budget Assistance**: Support the preparation and monitoring of budgets, helping to track expenditures and ensuring funds are allocated appropriately.- **Invoice Processing**: Handle the processing of invoices, ensuring timely payments and addressing any discrepancies promptly.- **Reporting**: Assist in the preparation of financial reports by gathering and analyzing data, contributing to monthly and quarterly reviews.- **Customer Inquiries**: Respond to customer inquiries regarding finance-related matters, providing timely and accurate information and maintaining professional communication.Required skills and expectations:Candidates must have a graduate degree in finance or a related field. Strong attention to detail and analytical skills are essential for this role. The ideal candidate should possess excellent communication skills, both verbal and written, to interact effectively with team members and clients. Basic knowledge of financial software and Microsoft Excel is preferred. A strong work ethic, along with the ability to work independently and as part of a team, will help you succeed in this dynamic office environment. This position is full-time and requires you to work from our office in New Delhi.
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Hiring Bancassurance Executive For Durgapur

Concordant Solutions

  • 1 - 3 yrs
  • 4.0 Lac/Yr
  • Durgapur
Banking Insurance Banking Sales
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.
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Hiring For Bank Branch Manager

Sunshine Manpower Solution And Services

  • 5 - 8 yrs
  • 5.0 Lac/Yr
  • Surendranagar
Business Development & Sales Branch Banking Operations Leadership Team Motivation Target Achievement Customer Service & Relationship Management Compliance & Risk Management
Job Title: Branch ManagerLocation: Surendranagar , GujaratExperience: Minimum 5 years in Banking or 2 years as Branch Manager and retired person also preferred.Job Summary:We are looking for an experienced and dynamic Branch Manager to lead branch operations, drive business growth, and ensure excellent customer service. The ideal candidate should have strong leadership skills, good knowledge of banking products, and experience handling branch operations and team management.Key Responsibilities:1. Business Development & SalesAchieve branch sales targets for deposits, loans, insurance, and other banking products.Identify new business opportunities and build relationships with customers.2. Branch Operations ManagementOversee day-to-day branch functioning including cash management, audit compliance, and regulatory guidelines.Ensure smooth operations, timely reporting, and adherence to RBI norms (where applicable).3. Team LeadershipLead, train, and mentor branch staff for improved productivity and service quality.Conduct regular performance reviews and ensure team achieves individual and branch goals.4. Customer Service & Relationship ManagementBuild strong customer relationships and ensure high customer satisfaction.Handle key customers, large accounts, and corporate relations in the region.5. Compliance & Risk ManagementEnsure full compliance with company policies and banking regulations.Monitor branch risks, overdue accounts, and implement corrective measures.Coordinate with audit teams and ensure zero non-compliance observations.Requirements and Qualification:Graduation mandatory; MBA/PGDM preferred (optional).Strong knowledge of retail banking, lending products, and operations.Excellent communication, leadership, and problem-solving skills.Ability to meet targets and manage business pressure.
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12th Pass Freshers For Life Insurance Advisor

India First Life Insurance

  • 0 - 2 yrs
  • Hamirpur
Financial Planning Skills General Insurance Insurance Sales Insurance Marketing Life Insurance Customer Service Insurance
We are looking for a dedicated Life Insurance Advisor to join our team in Hamirpur. This role is suitable for individuals with 0 to 2 years of experience and a minimum educational qualification of 12th pass. The job allows you to work from home, making it flexible and convenient.**Key Responsibilities:**- **Client Engagement:** Connect with potential clients to understand their life insurance needs and provide appropriate solutions.- **Policy Recommendations:** Analyze clients' financial situations and recommend suitable life insurance policies that cater to their requirements.- **Sales Growth:** Actively pursue leads and follow up with prospects to achieve sales targets and contribute to overall business growth.- **Customer Education:** Educate clients about the benefits of life insurance and ensure they understand various policy options available.- **Documentation Handling:** Assist clients with the necessary paperwork required for policy applications and renewals, ensuring accuracy and compliance.**Required Skills and Expectations:**- Strong communication skills are essential to build rapport with clients and explain complex insurance concepts in a simple manner.- A self-motivated and goal-oriented attitude is important for achieving sales targets and driving personal success.- Basic computer skills are required to manage paperwork and client databases effectively.- A commitment to providing excellent customer service, ensuring clients feel valued and informed throughout the process.- Willingness to learn and adapt to the evolving insurance market and products is crucial for success in this role.
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Cashier - Freshers

Speed Consulting

Cash Handling Excel Report Preparation Fund Transfer
Job in Singapore for cashier in Supermarket salary - 90000 to 100000 INR Rotational shift Food and Accommodation provided by company. Pass type NTS pass or S Pass Two years contract. Work - billing and accounts maintenance.
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Looking For Virtual Relationship Manager (female Candidates Required)

NPM Recruitment

  • 1 - 2 yrs
  • 5.5 Lac/Yr
  • Thane
Inbound Calls Sales Communication Virtual Relationship Manager
We are seeking dynamic and experienced female professionals to join our team as Virtual Relationship Managers (VRM) at Aditya Birla. The ideal candidate will have a strong background in the BFSI sector, excellent communication skills, and a deep understanding of investment and insurance products.
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Opening For Bancassurance Manager

Concordant Solutions

Bancassurance Manager Bancassurance
at least 6 months of experience (preferably Life Insurance Sales / Broking Channel Experience / Banking Sector - Cross selling and upselling of Financial Products / NBFC Experience)Should have experience in handling Banca channel & channel partners.Should be a localite who can speak regional languages +EnglishShould be open for a field sales role (100%).Should have very good knowledge in BFSI & Life insurance products and business.Should be able to explain current role effectivelyAge - 35yrs Max (kindly check for any age deviation)Qualification - Graduation Benefits - Salary + Performance based incentives.Mandate Two wheeler
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Urgent Requirement For Deputy Manager

Concordant Solutions

General Insurance Back Ground in Sales Deputy Officer Deputy Manager Walk in
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
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Bancassurance Manager

Concordant Solutions

Communication Skills Experience Related to Banca Channel Bancassurance Work From Home Walk in
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
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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.
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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.
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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
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Hiring Fresher / Collection Agent / 10th Pass

Fairdebt Solutions Private Limited

  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Noida Sector 3
Debt Recovery Negotiation Skills Convincing Power Collections Recovery
We are looking for a motivated Collection Executive to join our team in Noida Sector 3. This entry-level position is ideal for recent school graduates who want to start their career in finance and customer service.Key Responsibilities:- **Collect Payments**: You will contact customers to remind them of overdue payments and follow up on outstanding invoices through phone calls and emails.- **Maintain Records**: It is essential to keep accurate records of your communications with customers and the status of their payments to ensure all accounts are up-to-date.- **Resolve Disputes**: You will assist customers in resolving any payment issues, answering their questions clearly and professionally while maintaining a positive company image.- **Collaborate with Team**: Work closely with other team members to achieve targets and improve collection processes.Required Skills and Expectations:Candidates should have a minimum educational qualification of passing the 10th grade. Strong communication skills in English and Hindi are essential for interacting with clients effectively. We expect a positive attitude, persistence, and the ability to handle rejection while maintaining professionalism. Those who have good organizational skills and attention to detail will excel in this role. A basic understanding of computer systems and the ability to learn new software quickly is necessary. Candidates with 0 to 1 year of experience in customer service or collections are encouraged to apply.
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Fresher hiring for Insurance Advisor

Axismaxlife Insurance Ltd

  • 0 - 6 yrs
  • 3.0 Lac/Yr
  • Netaji Subhash Place Delhi
Life Insurance Insurance Sales Financial Consultancy Digital Marketing Positive Attitude
As an Insurance Advisor, you will play a vital role in helping clients understand their insurance needs and guiding them through options that best suit their requirements. **Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their insurance needs and provide them with relevant information about various policies available. This involves asking questions and listening carefully to their concerns.- **Policy Recommendation:** Analyze clients' situations and recommend appropriate insurance products, such as life, health, or auto insurance, based on their individual requirements. This requires a good understanding of the insurance market.- **Documentation Assistance:** Help clients fill out necessary application forms and gather required documentation to ensure a smooth and efficient policy issuance process. This includes guiding them through each step.- **Follow-Up Communication:** Maintain regular contact with clients to keep them informed about updates, renewals, and additional options available, ensuring they feel supported throughout their insurance journey.- **Market Research:** Stay updated on the latest trends and changes in the insurance industry to provide clients with accurate and relevant information. This helps in serving clients better and building trust.The ideal candidate should have strong communication skills to convey complex information clearly and effectively. Attention to detail is crucial for accurate documentation and recommendations. A customer-centric attitude is essential to foster lasting relationships. You should be adaptable and should be persistent in following up with clients. A background in sales or customer service would be beneficial but is not mandatory.
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Finance Analyst - Nashik

Impact HR & KM Solutions

  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Nashik
Core Financial Knowledge Financial Services Financial Planning Finance Financial Services Sales Financial Reporting Retail Analytics Investment Analysis
Key ResponsibilitiesFinancial Modeling: Develop, maintain, and update complex financial models to forecast revenue, operational expenses (OpEx), and capital expenditures (CapEx).Budgeting & Forecasting: Assist in the annual budgeting process and monthly/quarterly rolling forecasting cycles across different departments.Variance Analysis: Conduct regular variance analysis comparing actual financial results against budgeted and forecasted targets, identifying root causes for discrepancies.Performance Reporting: Prepare monthly management discussion and analysis (MD&A) reports, executive dashboards, and financial decks for senior leadership.Cost & Profitability Analysis: Analyze product margins, operational costs, supply chain efficiencies, and inventory valuation to identify profit leaks.Market & Competitor Research: Track industry benchmarks, market trends, and competitor financial data to identify business risks and growth opportunities.Capital Budgeting: Evaluate potential business investments, project expansions, or equipment purchases using metrics like NPV (Net Present Value), IRR (Internal Rate of Return), and Payback Period.
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Collection Executives

Impact HR & KM Solutions

  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Nashik
Clearing Executive Executive Coaching Testing Executive HSE Executive Resource Executive
We are looking for a motivated Collection Executive to join our team in Nashik. This role involves managing collections and ensuring timely payments from clients.**Key Responsibilities:**- **Contact Clients for Payments:** Reach out to clients via phone and email to remind them about due payments, ensuring open communication for settling their accounts.- **Maintain Records:** Keep accurate records of all communication and payment activities, allowing for easy tracking of outstanding invoices and payment history.- **Resolve Payment Issues:** Work collaboratively with clients to address any disputes or issues regarding payments, providing effective solutions to ensure closure and satisfaction.- **Report to Management:** Regularly update supervisors on the status of collections, including any challenges faced or client feedback, helping the team stay informed and proactive.- **Follow Up on Promises:** Monitor and follow up on any payment arrangements or promises made by clients, ensuring accountability and timely fulfillment.**Required Skills and Expectations:**Candidates should possess strong communication skills, enabling them to interact effectively with clients. A basic understanding of financial transactions is preferred, but not required for beginners. Attention to detail is essential for maintaining accurate records and addressing payment issues accurately. Basic computer skills, particularly in using spreadsheets and email, are important to track collections and communicate efficiently. The ideal candidate should be team-oriented, motivated, and eager to learn in a dynamic environment.
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Fresher - Team Leader For Collection Process

Impact HR & KM Solutions

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Nashik
Process Team Leader Collection Process Team Leader Technical Team Leader
We are looking for a skilled Collection Team Leader to oversee our collection efforts in Nashik. This is a full-time position focused on managing a team of collection executives to ensure timely and effective recovery of outstanding payments.**Key Responsibilities:**- **Team Supervision**: You will lead and guide the collection team, ensuring they meet their targets and follow the collection procedures properly.- **Performance Monitoring**: Regularly evaluate the performance of team members, providing feedback and coaching to help them improve their skills and productivity.- **Debt Collection Strategies**: Develop and implement effective collection strategies to maximize recovery rates while maintaining a positive relationship with clients.- **Reporting**: Prepare and present detailed reports on collection activities, team performance, and outstanding debts to upper management.- **Conflict Resolution**: Address and resolve any issues or disputes that arise during the collection process, using appropriate negotiation and communication skills.**Required Skills and Expectations:**Candidates should have excellent communication skills to interact effectively with team members and clients. Strong leadership abilities are essential for motivating and managing a team. Candidates should be organized, detail-oriented, and capable of handling multiple tasks efficiently. A basic understanding of collection laws and regulations is preferred, though not mandatory. A positive attitude and a commitment to achieving goals will contribute to success in this role. The ideal candidate should be ready to work in a structured office environment and collaborate closely with others.
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