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

Client Interaction & SalesFind and contact new clients to offer loan options.Talk with applicants to collect personal and financial data.Explain loan types, interest rates, and repayment terms.Answer questions and guide borrowers through the process.Financial Analysis & EvaluationVerify income, employment history, and asset details.Pull and check credit reports to measure risk.Run or review data through underwriting software.Decide to approve, deny, or send applications to management.Processing & CompliancePrepare complete, accurate loan contracts and paperwork.Follow local, state, and federal banking laws.Track closing dates and coordinate with underwriters.Maintain clean records and manage the active loan pipeline.

We are seeking a motivated Collection Executive to join our team in Kottayam. This entry-level position is ideal for freshers who have completed their 10th grade. The role involves maintaining relationships with clients while ensuring timely collections.Key Responsibilities: - **Client Communication**: Reach out to customers via phone and email to facilitate the collection of payments, ensuring a friendly and professional tone at all times. - **Payment Tracking**: Monitor and track payments due from clients, updating records diligently to reflect current payment status. - **Issue Resolution**: Address any payment disputes or issues that may arise, collaborating with clients to find suitable solutions. - **Record Management**: Maintain accurate and up-to-date records of collections and communications, assisting in reporting where necessary. Required Skills: Candidates must possess excellent communication skills to effectively deal with clients. Basic computer literacy and familiarity with spreadsheet applications are essential for managing records. A strong attention to detail is necessary to ensure accurate tracking of payments and client information. Expectations: A positive attitude and willingness to learn are crucial for this role. Being a team player and having the ability to handle pressure while dealing with deadlines is important. Flexibility and persistence in following up with clients will help achieve collection goals and contribute to the overall success of the team.

We are looking for a dedicated Financial Assistant with 2 to 3 years of experience to join our team in Jayadev Vihar, Bhubaneswar. This role will support our financial department in managing and processing various financial tasks.Key responsibilities include maintaining financial records to ensure accuracy and completeness. You will assist in preparing financial statements, ensuring that all information is correct and submitted on time. Managing invoices and payments is also crucial, as you will track incoming and outgoing transactions. Additionally, you will help with budgeting and forecasting by providing necessary data and insights to guide financial planning.Required skills include strong attention to detail, as working with numbers requires precision. Proficiency in accounting software is important to efficiently perform tasks and generate reports. You should have good communication skills to work effectively with team members and other departments. A solid understanding of financial principles will help you analyze data and support management decisions.Candidates should hold a graduate degree in finance or a related field. Familiarity with basic accounting practices is necessary, along with experience in financial analysis. We expect you to be organized, able to manage your time well, and meet deadlines. Your ability to adapt to new software and processes will be essential in this role, contributing to the financial efficiency of our organization.

We need insurance leader.no exam . No investment . Selling Life, health , general insurance.commission is huge.

Finance Manager - Automobile DealershipLocation: Kundalahalli, Bengaluru (near ITPL Main Road/AECS Layout, Opp. Brookefield)Candidates must reside within 10 KM of office, or be open to relocating nearbyExperience: 10-15 YearsSalary: INR 12,00,000 - 15,00,000 per annumNotice Period: Immediate joiners onlyWe're hiring a Finance Manager to manage the complete financial operations of an automobile dealership - budgeting, financial reporting, cash flow, compliance, and coordination with banks and OEM partners.What you'll do:Prepare and monitor monthly, quarterly & annual financial statementsManage cash flow, working capital & banking transactionsTrack dealership profitability across sales, service & spare parts departmentsPrepare annual budgets and forecasts; analyze budget vs. actual variancesManage GST filings, TDS compliance & statutory returnsCoordinate with auditors, tax consultants & regulatory authoritiesEnsure OEM financial reporting complianceOversee vehicle inventory financing, stock reconciliation & retail finance coordination with banks/NBFCsTrack dealer incentives, claims & reimbursements from OEMsImplement internal financial controls, conduct internal & stock auditsSupervise and train the accounts & finance teamMust-haves:10-15 years in finance/accounting, preferably in automobile dealership or automotive industryCA / CMA / MBA Finance / M.Com / B.Com (CA preferred)Hands-on experience in OEM reportingRetail finance coordination experience with banks/NBFCs for customer vehicle loansStrong experience in budgeting, forecasting & compliance (GST, TDS, audits)ERP/accounting software experience - Tally, SAP, or DMSExperience with brands like Toyota, KIA, Hyundai, Tata Motors, Mahindra, Volvo, or luxury automobile brands preferredInterview process: 3 rounds (first 2 F2F/virtual, final round F2F only)Apply now: hiring@adihrconsulting.com WhatsApp/Call: +91 90388 85888Screening questions:Do you have experience in OEM reporting? Please specify.Do you have experience in retail finance coordination with banks/NBFCs for customer vehicle loans?Do you have experience handling budgeting, forecasting, and compliance (GST, TDS, audits)?Total years of experience handling finance operations specifically in an automobile dealership (minimum 10 years required)?Which automobile brand(s)/dealership(s) have you worked with?Current location - are you within 10 KM of Kundalahalli, Bengaluru, or open to relocating?Updated CV, Current & Expected CTC, Current location, DOB and notice period?

We are seeking a motivated and detail-oriented Collection Agent to join our team in Kanpur. The ideal candidate will be responsible for recovering outstanding debts from customers, ensuring a positive relationship while achieving collection goals.Key Responsibilities:1. **Contact Customers**: Reach out to customers via phone and email to remind them of overdue payments and discuss repayment options. 2. **Negotiate Payments**: Work with customers to negotiate payment plans that are feasible for both parties and help resolve payment disputes professionally.

We are looking for a dedicated Bank Officer to join our team in Delhi. This entry-level position is perfect for individuals with a passion for customer service and interest in the banking sector. Key Responsibilities:- **Customer Service**: Assist clients with their banking needs by answering queries, providing account information, and guiding them through various banking services.- **Account Management**: Help customers manage their accounts by processing transactions, updating account information, and ensuring accurate record-keeping.- **Sales Support**: Promote banking products and services to customers, assisting them in understanding their options and driving sales initiatives.- **Compliance and Reporting**: Ensure all transactions and services adhere to bank policies and regulations, reporting any discrepancies to the management.- **Team Collaboration**: Work closely with other bank officers and departments to provide cohesive service and achieve overall branch goals.Required Skills and Expectations:- A minimum education level of 12th grade is necessary, with any further education in finance or business being an advantage.- Excellent communication skills are essential for interacting with customers and colleagues effectively.- Strong problem-solving abilities to address client issues promptly and professionally.- Basic mathematical skills for handling cash transactions and account calculations.- A willingness to learn and adapt in a fast-paced environment, with a customer-oriented mindset.Candidates with 0 to 1 year of experience in banking or related fields will be preferred, though freshers are welcome to apply.

Role: Business Development Executive (BDE)Industry Type: BankingDepartment: Sales & Business DevelopmentEmployment Type: Full Time, PermanentRole Category: BD / Pre SalesEducationUG: Any Graduate

We are looking for an Agency Partner to join our team in Kolkata, offering a flexible work-from-home option. This role is suitable for candidates with 0 to 6 years of experience. **Key Responsibilities:**- **Building Relationships:** You will establish and maintain strong relationships with agency partners, ensuring they understand our services and how we can support them in their goals.- **Client Support:** Engage with partners regularly to provide assistance, answer queries, and troubleshoot any issues they may encounter while using our services.- **Performance Monitoring:** Track and analyze the performance of agency partners, providing feedback and strategies to enhance their productivity and success.- **Training and Development:** Organize training sessions for agency partners to help them utilize our services effectively, ensuring they are equipped with the necessary knowledge and tools.- **Market Research:** Conduct research on industry trends and competitors to offer insights that can help our agency partners stay ahead in their markets.**Required Skills and Expectations:**Candidates should possess excellent communication and interpersonal skills to effectively engage with partners. A proactive attitude and strong problem-solving abilities are crucial for addressing client needs. Familiarity with the digital marketing space will be advantageous but not essential. Candidates must demonstrate good organizational skills, the ability to work independently, and a willingness to learn and adapt in a dynamic environment. A basic understanding of analytics tools will also be beneficial for performance monitoring.

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.

We are seeking a dedicated Life Insurance Advisor to join our team in Delhi. This part-time position is perfect for individuals looking for flexible work arrangements while helping clients secure their futures.**Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial goals and needs, providing personalized insurance solutions.- **Policy Recommendations:** Analyze clients' situations to recommend appropriate life insurance policies that fit their requirements and budgets.- **Documentation Support:** Guide clients through the application process, ensuring all necessary documents are completed accurately and promptly.- **Follow-Up Communication:** Maintain regular contact with clients to address questions, update on policy changes, or provide support as needed.- **Market Research:** Stay informed about the latest trends and products in the life insurance market to provide clients with the best available options.**Required Skills and Expectations:**Candidates should have completed their 12th grade education and possess strong communication skills, both verbal and written. A good understanding of basic financial concepts will be beneficial. Proficiency in using computers and online tools is essential for conducting client consultations and managing documentation. We seek self-motivated individuals who enjoy working independently and can manage their time effectively. A customer-first attitude is crucial, as the role emphasizes building lasting relationships with clients. Prior experience is welcome but not mandatory, as we value enthusiasm and a willingness to learn.

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.

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

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.

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.

Position Title: Collection Executive Department: Debt Recovery / Collections Minimum Qualification: 10th Pass (High School)

For Chhattisgarh multiple locationWe 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 chargescall me directly 8319467885

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.

Managing a Team of Sales Managers and their Agency Force Training and Development of Entire Sales force.

Selling of Fixed Deposits and Insurance products.

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.

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.

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.

Client Interaction & SalesFind and contact new clients to offer loan options.Talk with applicants to collect personal and financial data.Explain loan types, interest rates, and repayment terms.Answer questions and guide borrowers through the process.Financial Analysis & EvaluationVerify income, employment history, and asset details.Pull and check credit reports to measure risk.Run or review data through underwriting software.Decide to approve, deny, or send applications to management.Processing & CompliancePrepare complete, accurate loan contracts and paperwork.Follow local, state, and federal banking laws.Track closing dates and coordinate with underwriters.Maintain clean records and manage the active loan pipeline

We are seeking a motivated and detail-oriented Loan Officer to join our team in Nellore, India. As a Loan Officer, you will help clients secure loans by assessing their financial needs and guiding them through the loan application process.Key Responsibilities:1. **Client Interaction**: Communicate with customers to understand their financial needs, assess their eligibility for loans, and provide the necessary information about loan products.2. **Application Processing**: Collect and verify all required documentation from clients to ensure a complete loan application, including income statements and identification.3. **Credit Analysis**: Evaluate credit histories and financial information to determine the risk and ability of applicants to repay the loan.4. **Loan Recommendations**: Provide suitable loan options based on client needs, ensuring they understand the terms and conditions.5. **Compliance**: Ensure all loan processes adhere to established regulations and company policies, maintaining a high level of integrity and accountability.Required Skills and Expectations:Candidates should hold a graduate degree and possess strong communication skills, as interaction with clients is a core part of the role. Attention to detail is crucial for processing applications accurately. The ideal candidate should be an analytical thinker who is comfortable working with numbers and financial data. A proactive attitude and the ability to work in a fast-paced environment are essential for success in this role.

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.

we have opening in loan segment,for sale profile, like as HOME LOAN, PL LOAN,CC LIMIT&OD LIMITS, GOLD LOAN,candidates will be responsible for selling of home loans,pl loan all types loan through propety dealers,builders ,shop to shop,b2b marketing open marketing ,direct sales. freshers to 1 years exp same filed.