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We are looking for a reliable Cashier to manage transactions and serve customers effectively in our Lucknow office. The ideal candidate should have experience in handling payment processes and possess excellent customer service skills.Key Responsibilities:- Manage Transactions: Accurately process cash, credit, and debit transactions for customers, ensuring all payments are processed in a timely manner.- Customer Service: Greet customers warmly and assist them in their purchasing decisions, ensuring a positive shopping experience.- Maintain Records: Keep accurate records of transactions, including sales and returns, to help with inventory management and financial reporting.- Handle Queries: Address any customer queries or concerns regarding payments or products, providing helpful and informative responses.Required Skills and Expectations:Candidates should have completed at least the 12th grade and have 1 to 7 years of experience in a cashier role or similar position. Strong numeric skills and a keen eye for detail are essential to handle cash accurately. Excellent communication skills are necessary for effective interactions with customers, as is the ability to remain calm under pressure. Candidates should be comfortable working in an office environment and should display a friendly demeanor, as customer satisfaction is a priority. Flexibility in working hours and a commitment to adhering to company policies are also expected.

We are seeking a dedicated Insurance Advisor to join our team in Bhubaneswar. This full-time position is ideal for individuals with 1 to 5 years of experience in the insurance sector. As an Insurance Advisor, you will play a crucial role in assisting clients with their insurance needs.nnKey Responsibilities:nn1. Client Consultation: Engage with clients to understand their insurance needs and provide them with tailored solutions.n2. Policy Recommendations: Recommend appropriate insurance policies based on clients requirements, ensuring they understand the features and benefits.n3. Documentation Assistance: Help clients complete the necessary paperwork and guide them through the application process.n4. Claims Support: Assist clients in the claims process, ensuring they have the necessary information and resources to navigate their claims efficiently.n5. Market Research: Stay updated on insurance products and market trends to offer informed advice and stay competitive in the industry.nnRequired Skills and Expectations:nnThe ideal candidate should possess excellent communication skills to effectively convey complex information. Strong interpersonal skills are crucial for building trust and rapport with clients. A background in customer service or sales will be advantageous. Candidates should be proactive, detail-oriented, and capable of working well in a team environment. A minimum education of 12th grade is required, and a willingness to learn about various insurance products is essential. Being based in Bhubaneswar and working from the office is mandatory for this role.

We are seeking a dedicated Billing Engineer with 2 to 5 years of experience to join our team in Delhi NCR. This full-time position requires a graduate male candidate who is punctual and energetic.In this role, the Billing Engineer will be responsible for managing billing processes efficiently. This includes preparing and reviewing bills, ensuring accuracy in financial documentation, and maintaining detailed records of transactions. The engineer will work closely with internal teams to resolve any discrepancies, contribute to budgeting processes, and ensure adherence to billing guidelines. Candidates must possess good experience with billing systems and demonstrate proficiency in relevant software. The role demands strong organizational skills to handle multiple tasks effectively. Additionally, the Billing Engineer will be expected to work from the office, engaging collaboratively with colleagues.The ideal candidate should be adept at creating clear documentation and have excellent attention to detail. Strong communication skills are essential for liaising with various departments and addressing customer queries related to billing. As a Billing Engineer, fieldwork may be required occasionally, and a mobile device is typically necessary for communication. The work schedule will adhere to standard business hours, with flexibility for additional tasks as needed. Overall, this position offers a unique opportunity for candidates who thrive in a dynamic work environment and are passionate about billing and financial processes.

Job Purpose:We are seeking a highly articulate, confident, and detail-oriented Relationship Manager to manage client onboarding, portfolio verification, and partner bank operations. The ideal candidate will act as the primary bridge between our High-Net-Worth (HNI) / corporate wealth clients and partner banks, handling end-to-end account verification and resolving strict compliance queries to ensure swift account and portfolio activation.Key Responsibilities: Bank Liaisoning & RM Coordination: Act as the primary corporate face of Vertex to coordinate directly with Bank Relationship Managers (RMs), Compliance Hubs, and Branch Managers for seamless account verification. KYC & AML Compliance Management: Review, validate, and verify complex corporate and individual KYC documentation in strict accordance with RBI guidelines and Anti-Money Laundering (AML) standards. Corporate Structure Verification: Expertly manage documentation for diverse business entities, including tracking Ultimate Beneficial Owners (UBOs), Shareholding Patterns, Board Resolutions, and PEP statuses. Query & Discrepancy Resolution: Confidently address, clarify, and resolve legal, documentation, or operational queries raised by bank compliance desks during the client onboarding stage. Turnaround Time (TAT) Optimization: Proactively track the status of portfolios under verification, manage deferrals, and execute swift follow-ups to minimize rejection rates and accelerate activation. Relationship Management: Build and maintain active professional rapport with multiple banking partners to establish strong escalation paths for high-priority wealth clients.Required Skills & Qualifications: Education: Bachelor's degree in Commerce, Finance, Business Administration, or a related field. Experience: 2-5 years of experience in Wealth Management Operations, Bank KYC/AML Compliance Desks, or Premium Client Onboarding. Core Knowledge: In-depth understanding of Customer Due Diligence (CDD), Enhanced Due Diligence (EDD), and standard corporate documentation (MOA, AOA, GST, Partnership Deeds). Communication Skills: Exceptional verbal and written English communication skills, with the corporate vocabulary and confidence required to interface effectively with senior bank officials.

As an Insurance Adviser Support, you will play a vital role in assisting insurance advisers in managing their daily responsibilities. Your primary focus will include supporting insurance applications, servicing policies, and handling renewals. You will also review client documents and assist with claims processes while ensuring effective communication with insurers. Maintaining accurate records to track these activities will be essential.Key Responsibilities:You will support the insurance adviser by managing applications and ensuring timely servicing of policies. Reviewing client documents is critical to ensure accuracy and completeness. Assisting with claims will involve coordinating necessary details and communicating effectively with clients and insurers. Ensuring all records are maintained accurately is vital for compliance and operational efficiency.Required Skills and Expectations:Candidates should have completed their 12th grade of education. Although no prior experience is required, strong organizational and communication skills are essential. You should possess a keen attention to detail to effectively review documents and maintain records. Being proactive and able to work in a team environment is crucial. You are expected to work full-time and report to the office located in Atladra, Vadodara. The role requires dedication and a positive attitude to support insurance advisers effectively in their daily tasks.

* Handle and maintain strong relationships with clients and business partners.* Communicate with clients and partners regularly to understand their requirements.* Conduct regular follow-ups with clients, partners, and leads.* Travel for client/partner meetings, business visits, and field work as required.* Arrange and attend face-to-face meetings with partners and clients.* Communicate directly with students, understand their queries, and provide appropriate guidance.* Coordinate between students, partners, clients, and the internal team.* Develop new partner/client relationships and maintain existing ones.* Follow up on leads and ensure timely completion of pending requirements.* Maintain records of meetings, visits, follow-ups, and business activities.* Submit regular updates and reports to the management regarding visits, meetings, follow-ups, and progress.Office work

We are seeking a Loan Officer to handle home loans and mortgage loan sales. This full-time position is based in Kalyan, Thane.In this role, you will engage directly with clients to understand their loan requirements, provide suitable options, and guide them through the application process. You will be responsible for evaluating loan applications, ensuring all necessary documentation is complete, and making recommendations based on each applicant's financial profile.Key responsibilities include:- Assisting clients in selecting appropriate home and mortgage loans, providing expert advice tailored to their needs.- Evaluating loan applications for accuracy and completeness, and conducting follow-ups to ensure timely processing.- Maintaining accurate records of client interactions to facilitate efficient servicing and documentation.Candidates should possess a graduate degree and ideally have 1 to 7 years of experience in the loan or financial sector. Strong communication skills are essential, along with a customer-focused attitude.Additionally, you should be comfortable with field work, and may need to travel for client meetings. A valid driving license is required, and familiarity with using a laptop and mobile device for your day-to-day tasks is expected. This position requires your presence at the office in Kalyan, Thane during regular working hours, with a fixed schedule to support client needs.

As a Financial Advisor, you will play a vital role in managing and guiding clients on their financial journeys. This position is based in BBD Bag, Kolkata, and is ideal for individuals with 0 to 6 years of experience. Your primary responsibilities include team management, where you will collaborate effectively with colleagues to achieve common goals. You will also focus on insurance sales, actively promoting various financial products to clients. Continuous product learning will be essential to stay updated on market trends and financial solutions. Strong communication skills will enable you to build and maintain relationships with clients, ensuring their needs are met through excellent client management practices.Candidates are expected to have good interpersonal abilities and the willingness to learn and adapt in a dynamic environment. A background in pursuing a BBA or MBA is preferred, as it will provide you with a foundational understanding of financial concepts.This role requires you to work from the office, where you will engage with team members and clients directly. Flexibility in office hours may be offered to accommodate individual work styles. Additional perks include significant incentives based on performance, opportunities for foreign tours, and a supportive work culture that encourages personal growth and development. Join us to help individuals navigate their financial futures while growing your career in the finance industry.

As a Life Insurance Advisor, you will play a crucial role in helping clients understand and choose the best life insurance products. This is a part-time, work-from-home position based in Kolkata, India, suitable for individuals with 1 to 5 years of experience.In this role, your key responsibilities will include developing marketing strategies to promote various insurance products and advising clients on financial planning. You will need to effectively communicate the benefits and features of insurance policies to help clients make informed decisions. Additionally, you will maintain strong relationships with clients to provide ongoing support and assistance as needed.To excel in this position, you must possess strong financial and insurance knowledge, as well as excellent spoken communication skills. You should be adept at developing business strategies and have a solid understanding of marketing principles. Familiarity with insurance software and platforms will be advantageous, enabling you to navigate customer inquiries effectively. This position requires you to be responsible and self-motivated, with the ability to work independently while managing your time effectively. Additionally, strong organizational skills will be essential for maintaining client records and follow-up schedules. This is a fantastic opportunity to work from the comfort of your home while contributing to clients' financial well-being through informed insurance choices. Join us and make a difference in the lives of others.

Field Collection Executive Job SummaryWe are looking for a Field Collection Executive to manage assigned B2B receivable cases and recover overdue payments through professional customer visits and regular follow-ups.The role involves visiting customers/clients, conducting PD (Personal Discussion/Profile Discussion) for customer verification and assessment, understanding payment issues, obtaining payment commitments, and ensuring timely recovery of outstanding dues.The ideal candidate should be comfortable with field travel, customer interaction, negotiation, and target-based collection activities while maintaining a professional and ethical approach.Key Responsibilities* Visit assigned customers/clients for recovery of overdue and outstanding payments.* Conduct regular field visits based on assigned cases, priority, outstanding amount, and location.* Conduct PD (Personal Discussion/Profile Discussion) with customers for customer verification, business/profile assessment, and case understanding.* Verify customer details, business status, contact information, and payment-related information during field visits.* Understand the reason for payment delays, disputes, or non-payment.* Discuss outstanding invoices/dues with customers and professionally communicate the payment requirement.* Obtain PTP (Promise to Pay) from customers and ensure timely follow-up until payment is received.* Follow up with customers through field visits and telephone calls as required.* Negotiate payment timelines within the guidelines and authorization provided by the company/client.* Identify potential recovery issues and immediately escalate critical or high-risk cases to the Team Leader/Manager.* Handle customer queries and coordinate with the internal team for invoice, payment, or account-related concerns.* Support the resolution of customer disputes by collecting relevant information and coordinating with the concerned internal/client team.* Maintain accurate records of field visits, PD findings, customer responses, PTPs, collections, and case status.* Submit daily field activity reports and collection updates to the reporting manager.* Update assigned cases accurately in Excel, Google Sheets, CRM, or the company's collection management system.* Collect and maintain proper payment acknowledgement/receipts as per company process.* Ensure all collection activities are conducted professionally and in accordance with company policies, client instructions, and applicable legal guidelines.* Achieve assigned daily activity, PTP, and monthly collection/recovery targets.* Maintain confidentiality of customer and client information.Required Skills & Qualifications* Minimum qualification: 12th Pass / Plus Two / Any Degree.* Previous experience in field collection, B2B collections, debt recovery, accounts receivable, sales, field sales, or customer relationship management is preferred.* Good communication and interpersonal skills.* Strong negotiation, convincing, and follow-up skills.* Ability to conduct PD and professionally assess customer/business profiles.* Good understanding of customer handling and payment follow-up.* Basic computer knowledge and ability to update reports using MS Excel / Google Sheets.* Comfortable with regular local travel and field visits.* Ability to manage multiple assigned cases and prioritize visits effectively.* Target-oriented, self-motivated, and disciplined.* Honest and responsible approach toward handling customer information and collections.Key Performance Indicators (KPIs)Performance will primarily be evaluated based on:* Monthly collection/recovery achievement.* Number and quality of field visits completed.* Number of PDs completed.* PTP generation and PTP conversion.* Follow-up effectiveness on overdue cases.* Accuracy and timeliness of daily reports.* Case-wise recovery performance.* Customer handling and professional conduct.Ideal CandidateThe ideal candidate is someone who is confident in dealing with customers face-to-face, comfortable with field travel, good at negotiation and follow-up, and strongly focused on recovery targets.Experience in B2B payment collection or Accounts Receivable will be an added advantage.

URGENT HIRING - BANCASSURANCE NORTH DELHI Company: Niva Bupa Health Insurance Channel: HDFC Bank - Bancassurance Work Location: North Delhi - HDFC Bank Branches Role: Bancassurance / Relationship Manager Salary: 20,000 - 27,000/month + Attractive Incentives Who Can Apply? Graduates preferred BFSI / Banking / Insurance sales experience preferred Freshers with good communication & sales skills can also apply Target-oriented candidates with good relationship-building skills Key Responsibilities Work closely with the assigned HDFC Bank branch Promote Niva Bupa health insurance products to bank customers Generate new business and achieve sales targets Build strong relationships with bank staff and customers Immediate Joiners Preferred! APPLY NOW - LIMITED OPENINGS!Don't miss this opportunity to build your career in Bancassurance. WhatsApp your updated CV NOW on: 9013245117

As a Claims Officer, you will be responsible for managing battery replacement claims and ensuring accurate data maintenance. This role involves working closely with multiple dealers and analyzing reports to determine if battery replacements are necessary.Key responsibilities include:- Evaluating claim reports from various dealers to identify defective batteries that require replacement. - Processing replacement requests by coordinating with relevant teams and providing timely replacements to the dealers.- Maintaining detailed records and databases of all claims and replacements, logging entries systematically.- Ensuring compliance with company policies during the claim settlement process and addressing any discrepancies.To succeed in this role, you should possess strong analytical skills to assess claim reports accurately. Effective communication skills are essential for liaising with dealers and coordinating replacements. A keen attention to detail will help you maintain accurate records and databases. Proficiency in using basic computer software for data entry and management is also required. Candidates should have completed at least the 12th grade and have up to six years of experience in a similar field. This is a full-time position based in Prayagraj, India, and it requires working from the office. The ideal candidate must be male. Work hours and weekly off schedules will be provided upon hiring.

Key ResponsibilitiesReceive and process cash, credit/debit card, UPI, and other digital payments.Generate bills, invoices, and payment receipts accurately.Maintain the cash drawer and ensure proper cash reconciliation at the end of each shift.Handle customer inquiries regarding billing, pricing, and payment methods.Process refunds, exchanges, and returns according to company policies.Ensure accuracy in all financial transactions and records.Maintain cleanliness and organization of the cash counter area.Coordinate with sales, inventory, and accounts teams as required.Report discrepancies, shortages, or operational issues to the supervisor.Deliver excellent customer service and maintain a professional attitude.

Senior Billing Executive Experience: 6-8 YearsLocation: ChennaiHiring Company: Talent Zone ConsultantBrief JD:We are hiring a Senior Billing Executive to manage billing operations, invoice processing and payment coordination in a retail environment. The role involves ensuring billing accuracy, maintaining records, handling customer queries and coordinating with finance and sales teams.Key Responsibilities:Manage daily billing and invoice processing.Verify billing details, discounts, taxes and payments.Handle credit/debit notes and billing corrections.Reconcile invoices and payment records.Coordinate with sales, finance and operations teams.Resolve customer billing queries and discrepancies.Prepare billing MIS and maintain accurate records.Relevant Skillset:Billing, Invoicing, Retail Billing, Accounts Receivable, GST, Tally, ERP, POS, Payment Reconciliation, Credit Note, Debit Note, Invoice Processing, MIS, Excel, Customer Billing

As a Branch Executive in Kolkata, you will play a pivotal role in ensuring seamless customer service and operational efficiency at the banking branch. This full-time position is perfect for individuals seeking to begin their careers in the banking sector.Key responsibilities include verifying KYC documents to ensure compliance with banking regulations, handling customer inquiries with professionalism, and managing data entry tasks to maintain accurate records. You will be responsible for overseeing day-to-day customer interactions, assisting them with their banking needs, and ensuring their experience is positive and efficient.To excel in this role, candidates should possess strong communication skills to effectively engage with customers. Attention to detail is critical for accurately processing documentation and data entry. A proactive attitude is essential to manage various tasks effectively. A basic understanding of banking processes will be beneficial. As a team member, you should be able to work collaboratively and independently.This position requires that you work from the office, and you will need a working laptop and mobile device to perform your duties effectively. The typical working hours will adhere to the standard banking schedule.If you are eager to begin your career in a dynamic environment, this opportunity as a Branch Executive may be the ideal next step for you.

Ganpati Associates is a financial services organization specializing in loan collection and recovery services. We work with leading banks and NBFCs for Personal Loan and Business Loan collections. With 4 branches in Delhi - Janakpuri, Laxmi Nagar, Preet Vihar, and Naraina Vihar - We have a growing portfolio and client base. We emphasize transparent processes, professional service, and ethical recovery practices. We offer a fast-paced work environment that supports learning, performance, and long-term career growth.Role Description:This is a full-time, on-site role at our Naraina Vihar, Delhi location for the Loan Collection Department. The role involves contacting customers via phone and field visits to remind and negotiate repayment of outstanding Personal Loans and Business Loans.The candidate will be responsible for maintaining accurate records of customer interactions, updating payment status in internal systems, handling cash collection where required, and ensuring proper documentation as per company policy. Daily tasks include resolving customer queries related to loan accounts, coordinating with the finance team for discrepancies, and preparing daily collection reports. The position requires strict adherence to regulatory and company guidelines while maintaining respectful and professional communication with customers.Qualifications: Strong skills in Debt Collection and Cash Collection with knowledge of structured recovery processes.Excellent Communication, Negotiation, and Customer Service skills.Basic knowledge of Finance, loan terms, payment schedules, and account reconciliation.Proficiency in maintaining records, using MS Excel / Google Sheets and collection software.Attention to detail, high integrity in handling cash and data, and ability to achieve collection targets within timelines.Prior experience in Personal Loan / Business Loan Collection, Banking, or NBFC sector will be preferred.Minimum High School Diploma; a degree in Commerce, Business, or a related field is an advantage.Must be comfortable working on-site in Naraina Vihar, Delhi and for field collection work.

Position: Life MitraIndustry: Life Insurance / Financial ServicesCompany: SBI Life InsuranceLocation: PatnaEmployment Type: Business Opportunity / Insurance Sales### About the RoleAs a Life Mitra, you will help individuals and families understand their life insurance and financial protection needs and assist them in choosing suitable SBI Life insurance solutions.This role is suitable for people who enjoy meeting customers, building relationships, sales, and financial awareness.Key Responsibilities* Identify and develop new customers through personal networking, referrals and local outreach.* Understand customers' financial protection and insurance requirements.* Explain relevant SBI Life insurance products in simple language.* Assist customers throughout the policy application and documentation process.* Maintain regular communication and relationships with existing customers.* Generate leads and follow up with prospective customers.* Work towards assigned business and activity targets.* Participate in customer meetings, awareness activities and promotional campaigns.* Provide appropriate after-sales support and coordinate with the company/branch when required.* Follow applicable company policies, regulatory requirements and ethical sales practices.Who Can Apply?* Freshers and experienced candidates can apply.* Good communication and interpersonal skills.* Interest in sales, insurance, and financial services.* Ability to build relationships and generate leads.* Local-area knowledge and a strong personal network can be an advantage.* Basic smartphone and digital communication skills.Earning Opportunity* Earnings are linked to the business generated and the applicable commission/incentive structure.* Income can increase with customer acquisition, premium generation, and renewal business.* Suitable for individuals looking to build a long-term career/business in life insurance and financial services.Why Consider This Opportunity? SBI Life brand association Opportunity to build your own customer network Flexible field-based working Suitable for freshers as well as experienced sales professionals Performance-linked earning potential Opportunity to develop skills in insurance and financial servicesInterested candidates can contact: 7519216365 Patna

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

Key Responsibilities:Business to Business overdue payments collection.Follow up on outstanding invoices through Calling and coordination with internal teams.Build and maintain strong relationships with clients to ensure smooth collections.Negotiate payment plans and settlements in line with company policies.Track and update collection status in the system on a daily basis.Handle disputes and escalate unresolved issues to the management.Ensure adherence to legal and compliance guidelines during collections.Meet monthly collection targets and performance benchmarks.Coordinate with sales and accounts teams for reconciliation.Key Requirements:Education: Graduate (any discipline)Experience: 6 MONTHS TO 3 YEARS Strong negotiation and communication skillsAbility to handle difficult conversations professionallyBasic understanding of finance and invoicingSkills Required:Negotiation & persuasionRelationship managementProblem-solving attitudeTime managementBasic computer knowledge (Excel / CRM tools)Key Performance Indicators (KPIs):Collection target achievementReduction in overdue accountsClient satisfaction & retention

Ganpati Associates is a financial services organization specializing in loan collection and recovery services. We work with leading banks and NBFCs for Personal Loan and Business Loan collections. With 4 branches in Delhi - Janakpuri, Laxmi Nagar, Preet Vihar, and Naraina Vihar - we have a growing portfolio and client base. We emphasize transparent processes, professional service, and ethical recovery practices. We offer a fast-paced work environment that supports learning, performance, and long-term career growth.Role Description:This is a full-time, on-site role at our Naraina Vihar, Delhi location for the Loan Collection Department. The role involves contacting customers via phone and field visits to remind and negotiate repayment of outstanding Personal Loans and Business Loans. The candidate will be responsible for maintaining accurate records of customer interactions, updating payment status in internal systems, handling cash collection where required, and ensuring proper documentation as per company policy. Daily tasks include resolving customer queries related to loan accounts, coordinating with the finance team for discrepancies, and preparing daily collection reports. The position requires strict adherence to regulatory and company guidelines while maintaining respectful and professional communication with customers.Qualifications:Strong skills in Debt Collection and Cash Collection with knowledge of structured recovery processes.Excellent Communication, Negotiation, and Customer Service skills.Basic knowledge of Finance, loan terms, payment schedules, and account reconciliation.Proficiency in maintaining records, using MS Excel / Google Sheets and collection software.Attention to detail, high integrity in handling cash and data, and ability to achieve collection targets within timelines.Prior experience in Personal Loan / Business Loan Collection, Banking, or NBFC sector will be preferred.Minimum High School Diploma; a degree in Commerce, Business, or a related field is an advantage.Must be comfortable working on-site in Naraina Vihar, Delhi and for field collection work.

Key ResponsibilitiesMaintain accurate financial records and accounting documents.Record daily financial transactions and prepare journal entries.Manage accounts payable and accounts receivable processes.Reconcile bank statements and company accounts regularly.Prepare invoices, payment vouchers, and expense reports.Assist in monthly, quarterly, and annual financial closing activities.Ensure compliance with accounting standards, taxation, and statutory requirements.Support GST, TDS, and other tax-related filings.Prepare financial reports, MIS reports, and management summaries.Coordinate with auditors, vendors, and internal departments as required.Maintain proper documentation and filing of financial records.

Key ResponsibilitiesManage a Portfolio of Retail Banking Customers Through Phone, Video, Email, and Digital Channels.Build Long-term Customer Relationships and Act as the Primary Point of Contact for Banking Needs.Promote and Cross-sell Retail Banking Products such as Savings Accounts, Current Accounts, Fixed Deposits, Loans, Credit Cards, Insurance, and Investment Products.Conduct Periodic Customer Reviews to Identify Financial Needs and Recommend Suitable Solutions.Resolve Customer Queries and Service Requests Within Defined Timelines.Achieve Sales, Revenue, and Customer Satisfaction Targets.Ensure Compliance with Banking Regulations, Kyc Norms, and Internal Policies.Maintain Accurate Customer Records and Interaction History in Crm Systems.Support Customer Onboarding and Digital Banking Adoption Initiatives.Identify Opportunities to Deepen Customer Relationships and Increase Wallet Share.

Key ResponsibilitiesPrepare and submit client bills as per project progress and contractual agreements.Verify contractor and subcontractor bills, measurements, and payment claims.Review and certify quantities executed at the project site.Maintain measurement books (MB), billing records, and project documentation.Coordinate with project managers, site engineers, and finance teams for billing-related matters.Track project costs, variations, and change orders.Prepare rate analysis and cost estimates for additional work items.Reconcile quantities and costs with project budgets and contracts.Ensure compliance with contractual terms, specifications, and billing procedures.Monitor receivables and assist in payment follow-ups with clients.Prepare MIS reports related to billing, project costs, and revenue realization.Support project audits by maintaining accurate billing records and documentation.

Join our team as a Life Insurance Advisor in Kolkata, where you can work from home and help individuals secure their financial futures. This part-time role is ideal for candidates with 1 to 5 years of experience and a minimum education of 12th pass.nnKey Responsibilities:nn1. Client Consultation: Engage with clients to understand their life insurance needs and financial goals, providing tailored solutions to meet those needs.n n2. Policy Recommendations: Analyze various life insurance products and recommend the most suitable policies to clients, ensuring they are informed about coverage options and benefits.nn3. Sales Management: Contribute to achieving sales targets by actively promoting insurance services and following up with potential clients to close deals.nn4. Customer Service: Provide excellent service to clients, addressing inquiries, resolving issues, and maintaining ongoing relationships to build trust and retention.nn5. Market Research: Stay updated on industry trends and competitor offerings to effectively position our products and services in the market.nnRequired Skills and Expectations:nnCandidates should possess strong communication skills to effectively explain insurance policies and foster relationships with clients. Self-motivation and the ability to work independently are crucial, as is a basic understanding of sales techniques. You should be organized, detail-oriented, and able to manage your time effectively to maximize productivity in a part-time setting. A proactive attitude towards learning and adapting in a dynamic environment will also be essential.

As a Life Advisor, you will play a crucial role in helping clients navigate their personal and financial goals. Your guidance will empower individuals to make informed decisions about their lives. This part-time position offers the flexibility of working from home.Key Responsibilities:- Client Consultation: You will meet with clients to understand their needs, goals, and aspirations. This helps in providing tailored advice that aligns with their personal circumstances.- Financial Planning: Assist clients in creating effective financial plans. You'll discuss budgeting, investments, and savings strategies to help them achieve their financial objectives.- Product Knowledge: Stay updated on various life insurance and investment products. This enables you to recommend the best options to clients based on their unique situations.- Follow-ups: Regularly check in with clients to assess their progress and adjust plans as necessary. This ensures they remain on track to meet their goals.- Customer Service: Provide exceptional service and maintain strong relationships with clients. Address their queries and concerns promptly to build trust and satisfaction.Required Skills and Expectations:Candidates should possess strong communication skills to engage effectively with diverse clients. A good understanding of basic financial concepts is essential. You should be self-motivated and disciplined, able to manage your time effectively while working from home. Additionally, a willingness to learn and adapt in a dynamic environment is important for success in this role.

As a Branch Relationships Executive, you will play a key role in building and maintaining relationships with our clients and partners. This position requires strong communication skills and a positive attitude as you represent the branch. Key Responsibilities:- Client Interaction: Engage with clients to understand their needs and provide appropriate solutions, ensuring a high level of customer satisfaction.- Relationship Management: Build and nurture long-term relationships with clients, acting as their primary point of contact at the branch.- Problem Solving: Address and resolve any issues that clients may encounter, ensuring prompt and effective solutions to enhance their experience with our services.- Reporting: Maintain accurate records of client interactions and feedback, allowing the branch to track performance and identify areas for improvement.- Collaboration: Work closely with other team members and departments to ensure a seamless experience for clients and to achieve branch goals collectively.Required Skills and Expectations:- Excellent communication skills, both verbal and written, are essential for effectively engaging with clients and team members.- A proactive and positive attitude towards problem-solving, with a willingness to learn and adapt in a fast-paced environment.- Strong organizational skills to manage multiple client accounts and tasks efficiently.- Basic proficiency in computer applications and a willingness to learn new technologies.- A high school diploma (12th pass) is required; freshers are welcome to apply, as training will be provided.