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

We are seeking a motivated Stock Broker to join our team in Pallavaram, Chennai. This is a full-time position suitable for freshers with a passion for finance and investment. As a Stock Broker, you will assist clients in buying and selling stocks and managing their investment portfolios.Key responsibilities include:- **Client Interaction**: You will communicate with clients to understand their investment goals and provide advice on stock trading strategies.- **Market Research**: Analyzing current market trends and economic conditions to make informed recommendations to clients.- **Trade Execution**: Process and execute stock trades on behalf of clients quickly and accurately while ensuring compliance with regulations.- **Portfolio Management**: Help clients monitor their investments and suggest changes based on market movements and performance.- **Reporting**: Prepare regular reports on market conditions and portfolio performance for clients.Required skills include strong analytical abilities, excellent communication skills, and a good understanding of the stock market and financial instruments. Candidates should be enthusiastic, detail-oriented, and eager to learn in a fast-paced environment. A 10th-grade education is the minimum requirement for this role. Candidates will be expected to demonstrate a willingness to build relationships, adapt to client needs, and stay updated on market changes.

We are seeking a diligent and motivated Recovery Agent to join our team in Bankura, India. This role is perfect for individuals looking to start or advance their careers in the finance sector. As a Recovery Agent, you will be instrumental in assisting clients with resolving outstanding debts.Key Responsibilities:1. **Communicating with Clients**: Reach out to clients to remind them of overdue payments and establish communication to discuss payment options.2. **Negotiating Payments**: Work with clients to negotiate repayment plans that suit their financial situation while ensuring the recovery of outstanding amounts.3. **Maintaining Records**: Keep accurate records of all communication and agreements with clients to track the recovery process effectively.4. **Problem Solving**: Address any concerns or disputes raised by clients regarding their debts, providing clear solutions and explanations.5. **Monitoring Accounts**: Regularly review and monitor accounts to ensure compliance with payment plans and follow up when necessary.Skills and Expectations:The ideal candidate must have a minimum education of 10th grade. Strong communication skills in both verbal and written forms are essential, alongside good negotiation abilities. Basic computer skills are necessary to maintain records and communicate with clients effectively. A proactive attitude and problem-solving skills are highly valued. We welcome candidates with 0 to 6 years of experience, making this an ideal role for both newcomers and those with some experience in the field.

We need candidate fresher Experience for direct sales, Maintain relations with clients, Generate leads & sales, specialist in technical sales etc..

We are looking for a Life Insurance Advisor in Ahmedabad, India. This role is suitable for individuals with little to no experience, and it is an excellent opportunity for motivated individuals to start a career in insurance. As a Life Insurance Advisor, your main responsibilities will include:1. **Client Consultation**: Meet with clients to understand their financial needs and goals. This will help you recommend suitable life insurance products that meet their requirements.2. **Product Knowledge**: Learn about various life insurance policies offered by the company. You will need to explain the features and benefits of each policy to clients clearly and confidently.3. **Sales Process**: Actively seek new clients and follow up with potential customers. You should demonstrate strong persuasive skills to help clients make informed decisions about purchasing insurance.4. **Policy Management**: Assist clients with policy renewals and claims processing. Guide them through documentation and ensure they receive the support they need.5. **Team Collaboration**: Work closely with other advisors and support staff to share leads and strategies for reaching sales targets.To succeed in this role, you should possess excellent communication skills, a positive attitude, and a willingness to learn. Strong problem-solving abilities and the capacity to build relationships with clients are essential. Being organized and detail-oriented will help you manage multiple client accounts effectively. A minimum educational qualification of 10th pass is required.

As an Insurance Advisor, you will play a crucial role in helping clients understand their insurance needs and providing suitable coverage options. Your primary responsibility will be to guide clients through the selection of insurance policies that best fit their requirements.**Key Responsibilities:**- **Client Consultation:** Meet with clients to discuss their insurance needs and assess risks. This helps you provide tailored insurance solutions.- **Policy Recommendations:** Recommend appropriate insurance policies based on clients financial situations and life goals. Your expertise will help clients make informed decisions.- **Sales and Lead Generation:** Actively seek new clients through networking and referrals. This ensures a continuous growth of your client base and enhances your earning potential.- **Claims Assistance:** Assist clients in the claims process, ensuring they receive fair treatment and support when filing a claim. Your guidance will build trust and long-term relationships.- **Market Research:** Stay updated on the latest insurance products and market trends. This knowledge will enable you to offer the best solutions to clients.**Required Skills and Expectations:**- Must have completed at least a 12th-grade education and possess a minimum of 2 years of experience in the insurance field.- Strong communication and interpersonal skills are essential for effectively engaging with clients and understanding their needs.- Ability to work independently and as part of a team. You should be self-motivated and willing to learn continuously.- A customer-focused mindset is crucial, as your role involves building long-term relationships based on trust and service quality.

We are seeking a Branch Relationships Executive to build and maintain strong relationships with our clients and branches. The ideal candidate is a motivated individual with 1 to 7 years of experience, eager to enhance service quality and client satisfaction in our Kolkata office.Key Responsibilities:1. Client Engagement: Communicate with clients regularly to understand their needs and ensure they receive the best service possible. This includes addressing inquiries and resolving any issues that arise in a timely manner.2. Relationship Management: Develop and maintain positive relationships with branch staff and clients. Establishing trust will encourage long-term partnerships and enhance our reputation in the community.3. Performance Tracking: Monitor client satisfaction levels and branch performance metrics. Use this information to suggest improvements and implement changes, ensuring our service aligns with client expectations.4. Reporting: Prepare regular reports on client feedback and relationship health. Share insights with the management team to help refine strategies and improve overall service quality.Required Skills and Expectations:The ideal candidate should have a strong educational background with at least a graduate degree. Excellent communication and interpersonal skills are essential for engaging effectively with clients and colleagues. A proactive approach to problem-solving and a keen eye for detail are necessary to identify and address client needs efficiently. Previous experience in customer service or client relationship management is preferred, and a positive, can-do attitude is crucial in fostering strong professional relationships. Females are encouraged to apply for this position.

We are looking for candidate for Collection and Recovery on NPA Portfolio, who has experience is handling team and also self performer.The candidate should have good experince in collection and recovery himself/herself and can also handle team performance.The candidate should achieve daily team DRR collection and team's month end collection targets.The candidate should preferably be DRA certified.The candidate should have good Computer knowledge on Excel and can maintain daily MIS via vlookup.The candidate should be fluent in Hindi and Bengali (any other known laguage would be preferable).The candidate should be open for to work from 10:00 AM to 7:00 PM.Candidates within 5km radius from Dunlop location would be preferable.

Looking for direct channel BDM. In a reputed Life Insurance Company for direct channel. Business development from leads. Well convincing power. Customer centric approach.

Job DescriptionWe are hiring an Insurance Executive for our Gurgaon office. The candidate will be responsible for handling insurance operations, policy servicing, renewals, claims coordination, and client support.Roles & Responsibilities:Handle new insurance policy onboarding and documentationCoordinate with clients for KYC and policy issuanceManage policy renewals and premium follow-upsAssist customers with insurance claim processingCoordinate with insurance companies for policy updates and issue resolutionMaintain client records and update CRM/software regularlyProvide excellent client servicing through calls, emails, and WhatsAppRequired Skills:Good communication skillsBasic knowledge of insurance processesExperience in claims, renewals, or policy servicing preferredProficiency in MS Excel and MS OfficeGood coordination and follow-up skillsPreferred Candidate:Graduate in any stream1-3 years of experience in Insurance/Financial ServicesCandidate should be comfortable working from Gurgaon Location

We are looking for a Collection Agent to join our team in Sector 49. As a Collection Agent, you will be responsible for contacting clients to collect overdue payments and ensure that accounts are up to date. This role requires a professional who is skilled in communication and negotiation.**Key Responsibilities:**- **Contact Clients:** Reach out to clients via phone or email to remind them about outstanding payments.- **Negotiate Payments:** Discuss payment options with clients to help them settle their debts while maintaining a positive relationship.- **Maintain Records:** Keep accurate records of all communications and payments in the system to track progress effectively.- **Resolve Issues:** Handle any disputes or issues that clients may have regarding their accounts and work to find a resolution.- **Follow Up:** Regularly follow up with clients who have not responded to initial contact, ensuring that payment deadlines are met.**Required Skills and Expectations:**Candidates should have at least one year of experience in a similar role. A minimum education of 12th grade is necessary. Strong communication skills, both verbal and written, are essential for explaining payment terms clearly. You should be good at negotiating and comfortable dealing with difficult conversations. The ability to maintain a positive attitude, even in challenging situations, is important. You must be organized and detail-oriented, ensuring accurate records are kept. The role requires a full-time commitment, and you will need to work from the office.

As an Insurance Advisor, you will provide essential support to clients in understanding their insurance needs and options. This role allows you to work from home part-time, making it a flexible opportunity for individuals seeking to start their careers in the insurance sector.- **Client Consultation:** Engage with clients to understand their insurance needs and provide tailored advice on suitable insurance products, ensuring they make informed decisions.- **Product Knowledge:** Stay up-to-date with the various insurance policies and offerings available in the market, enabling you to answer client inquiries accurately and effectively.- **Sales Support:** Assist in the promotion and sale of insurance products by identifying potential clients, helping to achieve sales targets and contributing to the overall growth of the business.- **Documentation Assistance:** Help clients complete necessary insurance paperwork, ensuring all documents are accurate and submitted promptly to avoid delays in coverage.- **Customer Service:** Provide ongoing support to clients post-sale, addressing any concerns or questions they may have about their policies and maintaining strong client relationships.To be successful in this role, you should possess excellent communication skills to engage effectively with clients. A basic understanding of insurance products is advantageous but not mandatory, as training will be provided. Being self-motivated and organized is vital, as you will be managing your own schedule and client interactions from home. A positive attitude and willingness to learn will also greatly benefit your performance in this position.

Loan documents prepared,File collection for jlg loan, civil verification and home enquiry.Duty time- Morning 11:00 to evening 6:00 PMMonday to Saturday (Sunday off)11 paid holiday and fuel allowance

Kotak Mahindra Life InsuranceJob Description Agency Channel PartnerHiring Location: Kolkata Head OfficeDepartment: Agency / Business DevelopmentReporting to: Cluster Head / Agency ManagerRole SummaryThe Agency Channel Partner will be responsible for building, managing, and expanding the agency sales force forKotak Life Insurance. The role focuses on recruitment, structured training of new hires, team building, and drivingsustainable business growth through the agency channel.Key Responsibilities Source, screen, and onboard sales professionals to strengthen the distribution network and support businessgrowth. Develop and scale a high-performing sales team to achieve assigned business targets. Provide structured training, coaching, and mentoring on products, sales processes, and regulatory compliance. Conduct regular team meetings, refresher trainings, and performance review sessions. Drive business development through agency channel sales initiatives and market outreach activities. Foster a performance-driven culture through incentives, recognition programs, and continuous motivation. Ensure strict adherence to company policies and IRDAI regulatory guidelines. Monitor recruitment pipelines, team productivity, and overall business performance metrics.Eligibility & Experience Graduation in any discipline (mandatory) Candidates without prior life insurance experience will be considered as Freshers Strong interest in recruitment, sales, and team leadership roles English and Hindi speaking proficiency is mandatoryIRDAI Certification & Training IRDAI certification is mandatory before commencement of the probationary training period Candidates who do not hold a valid IRDAI certification will be guided to apply through official company portals Upon successful certification, candidates will proceed to the probationary training phaseProbation & StipendDuring the probationary training period, candidates will be eligible for a stipend linked to business developmentperformance and achievement of defined milestones.Compensation & Incentives Fixed basic salary aligned with business development roles High incentive payouts Fast-track career growth based on team expansion and productivityInterview & Selection Process Initial resume screening Shortlisted candidates will undergo a face-to-face personal interview IRDAI certification (mandatory) Probationary training and onboardConfirm your interview session slot booking

The Billing Engineer will be responsible for preparing project bills, evaluating quantity survey reports, monitoring project costs, and ensuring accurate and timely invoicing. They will collaborate with project managers to track expenses, resolve billing discrepancies, and maintain billing records. The ideal candidate should have a strong background in civil engineering, excellent mathematical and analytical skills, proficiency in billing software, and the ability to work well under pressure to meet deadlines. They should also possess good communication skills to interact with clients and internal teams effectively. The candidate must have at least 5-10 years of experience in a similar role and a graduate degree in civil engineering or a related field. The role is a full-time position based in Mauda, Nagpur, and is open to male candidates only. This is a work from office position.

We are looking for a Credit Underwriter to join our team in Navi Mumbai. The ideal candidate will have 2 to 7 years of experience in credit assessment and analysis. This is a full-time role requiring presence in the office.**Key Responsibilities:**- **Evaluate Credit Applications:** Review loan applications and assess the creditworthiness of individuals or businesses to determine risk levels.- **Analyze Financial Statements:** Examine applicants' financial documents, including income statements and balance sheets, to gauge their financial health and repayment ability.- **Assign Credit Scores:** Use established credit scoring models to assign scores that reflect the risk associated with lending money to applicants.- **Communicate Decisions:** Clearly communicate loan approval or denial decisions to applicants, providing detailed explanations when necessary.- **Maintain Documentation:** Keep thorough records of all assessments and decisions made, ensuring compliance with legal and regulatory standards.- **Collaborate with Teams:** Work closely with sales and risk management teams to help streamline processes and enhance overall efficiency.**Required Skills and Expectations:**Candidates should have strong analytical skills to assess financial data accurately. Proficiency in credit analysis and knowledge of relevant financial regulations are essential. Effective communication skills are crucial for explaining decisions clearly to applicants. Attention to detail is important to ensure accurate evaluations and compliance with standards. The candidate must also have the ability to work independently and manage time effectively within a fast-paced environment. A degree in finance, accounting, or a related field is preferred.

We are looking for candidates for Collection and Recovery on NPA Portfolio.The candidate should have experince in collection and recovery.The candidate should achieve daily DRR collection and month end collection targets.The candidate should preferably be DRA certified.The candidate should have good Computer knowledge on Excel and can maintain daily MIS.The candidate should be fluent in Hindi and Bengali (any other known laguage would be preferable).The candidate should be open for to work from 10:00 AM to 7:00 PM.Candidates within 5km radius from Dunlop location would be preferable.

Job descriptionRole DescriptionThis is a full-time on-site position based in Gurugram for the role of Finance Manager. The individualwill be responsible for overseeing financial planning and analysis, ensuring the accuracy of financialstatements, leading financial reporting, and managing company budgets. The role includesdeveloping and implementing financial strategies, analyzing financial data to support businessdecisions, and ensuring regulatory compliance. The Finance Manager will collaborate with keystakeholders to ensure financial targets are met and identify growth opportunities for the company.Key ResponsibilitiesDevelop complex financial models.Manage capital structuring, cap table maintenance, and equity management systems.Accounting & Financial ReportingOversee the preparation of monthly and annual financial statements in strict adherence toInd AS, IFRS, or US GAAP.Manage daily finance operations, including cash flow forecasting, treasury, and taxReporting.Required Skills & QualificationsEducational Background: MBA(Finance) or equivalent (CPA/CFA) is highly preferred.Experience: 6-12 years in finance domain, with at least 3-5 years with a proven track recordin a Merchant Banking, IPO Advisory, or Boutique Capital Markets firm.Knowledge of Treasury function is mandatory.Strong expertise in Financial Statements and Financial ReportingAdvanced Excel and Power Point skills for creating board-level presentations and financial models.

Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence

Job descriptionThe Mutual Fund Operations Executive will be responsible for handling day-to-dayoperational processes related to mutual fund transactions, documentation, and clientinstructions.Required Candidate profileThe role requires strong attention to detail,effective communication,a client-centric approach to ensure smooth and timely service deliverycapitalplacement02@gmail.comP- 9891750342 W- 7895263093

MIS Executive Duties And Responsibilities :Collecting information about the technical requirements that each department must meetDeveloping and evaluating computer systems that satisfy company requirementsSupplying resources and training required for subordinates to install and maintain new software programmesCreating, managing, analysing, and debugging IT systemsInterpreting specifications and creating IT solutions that adhere to all requirements and financial restrictionsAssessing the efficiency of computer systems and enhancing them as necessaryCreating MIS documentation to facilitate efficient operations and simple system upkeepEnsuring the privacy of all customers, employees and company records

Accounts Payable Roles & ResponsibilitiesPost business transactions, process invoices, verify financial data for use in maintaining accounts payable recordsProvide other clerical support necessary to pay the obligations of the organizationMaintain meticulous records of outstanding payablesEnsure the accuracy of an organizations financial documents for payment, auditing and tax purposesProtect businesses against unintentional overpaymentPractice effective monitoring to ensure payments are made to vendors in a timely mannerDay-to-Day DutiesClarify any questionable invoice items, prices or receiving signaturesAssemble and review invoices to be completed for paymentMaintain copies of vouchers, invoices or correspondence necessary for filesType periodic reports and other recordsObtain proper information and/or data regarding invoice paymentsCheck vendor files for any previous payments and assign voucher numbersPrepare vouchers listing invoice number, date, vendor address, item description, amounts and coding per accounting policies and proceduresReconcile bank statementsInput daily bookkeeping and record keepingVerify invoices against purchase orders and ensure goods or services were received before issuing payment to vendorsAccounts Payable Essential SkillsAnalytical skillsDetail oriented and organizedComputation skillsLeadership abilitiesWritten and oral communication skillsProblem solving skills