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Contact customers regarding overdue EMIs and loan accounts.Make authorised telephone calls and field visits to borrowers.Inform borrowers about overdue amounts, charges and repayment options based only on information authorised by the bank.Understand the reason for default and obtain realistic payment commitments.Follow up on Promise-to-Pay dates and collect payments through approved banking channels.Issue or facilitate authorised receipts and payment acknowledgements.Verify the borrower

Financial Services Executive (Sales, Operations & Stock Market Dealer)Company: AMOLAKSHAYA TRADE AND CREDIT PVT LTDLocation: Chatribari, Guwahati, AssamJob Type: Full-Time PermanentExperience: Fresher to 2 YearsEducation: Graduate (Minimum)About UsEstablished in 2001, AMOLAKSHAYA TRADE AND CREDIT PVT LTD has successfully completed 25 years of trusted service in the financial services industry. We provide comprehensive financial solutions and have built lasting relationships through integrity, professionalism, and client-centric service.Our Services- Stock Broking (Equity, F&O, Commodity & Currency)- Mutual Funds- IPO Investments- Demat & Trading Accounts- Life & Health Insurance- Financial Planning & Wealth ManagementJob OverviewWe are looking for a dynamic, customer-focused, and proactive Financial Services Executive to support our sales, client servicing, operations, and stock market dealing activities. This is an excellent opportunity for candidates looking to build a long-term career in the financial services industry.Key Responsibilities- Generate new business through referrals, telecalling, networking, and client meetings.- Build and maintain strong relationships with existing and prospective clients.- Promote Demat & Trading Accounts, Mutual Funds, IPOs, Life Insurance, Health Insurance, and other financial products.- Execute Equity, F&O, Commodity, and Currency trades as per client instructions.- Process Mutual Fund transactions and assist with Demat account opening.- Coordinate insurance renewals, documentation, and investment-related processes.- Resolve client queries and provide prompt after-sales support.- Maintain client records using CRM and MS Excel.- Coordinate with exchanges, AMCs, insurance companies, and internal teams for seamless operations.- Ensure compliance with regulatory guidelines and internal policies.Desired Skills- Good communication and interpersonal skills.- Customer-oriented with a proactive approach.- Basic knowledge of MS Office and email.- Strong logical thinking and attention to detail.- Sales aptitude with excellent follow-up skills.- Willingness to learn and grow in the financial services industry.Eligibility- Graduate in any discipline.- Freshers are welcome to apply.- Experience in Banking, Stock Broking, Mutual Funds, Insurance, or Financial Services will be an advantage.- NISM Certification (or willingness to obtain it after joining) will be an added advantage.Compensation & Benefits- Salary:

We are seeking a motivated and enthusiastic Insurance Advisor to join our team on a part-time basis. This role is perfect for individuals who are passionate about helping others and want to start a career in the insurance industry. As an Insurance Advisor, you will be responsible for guiding clients through various insurance options, helping them choose the right policies based on their needs. You will explain policy details clearly and answer any questions clients may have, ensuring they understand the benefits and coverage available to them. Additionally, you will assist in the claims process when needed, providing support and advice on how to navigate it effectively. To succeed in this role, you should have strong communication skills to build rapport with clients. A friendly and approachable demeanor will help you connect with people easily. Good organizational skills are essential, as you will be managing multiple clients and their requests simultaneously. Basic knowledge of insurance products will be beneficial, but we are willing to train passionate candidates. You are expected to work independently from home, so it is important to be self-motivated and disciplined in managing your time. A willingness to learn and adapt is critical, as you will be on a journey to enhance your knowledge in the insurance industry while providing excellent service to clients. We will help you in all the way as team member

As a Life Insurance Advisor, your primary goal is to help individuals and families understand their life insurance options, ensuring they find policies that best suit their needs.**Key Responsibilities:**- **Client Consultation:** Engage with potential clients to assess their life insurance needs and explain different policy options.- **Policy Recommendation:** Based on the clients situation, recommend suitable life insurance policies that provide the right coverage and benefits.- **Sales Process Management:** Guide clients through the application process, answering questions and ensuring that all required documents are completed accurately.- **Follow-Up:** Regularly check in with clients to provide updates on their policies and recommend any necessary adjustments as their circumstances change.- **Market Research:** Stay informed about industry trends and competitor offerings to provide clients with the most relevant options.**Required Skills and Expectations:**- **Communication Skills:** You must be able to clearly convey information and actively listen to clients to understand their needs.- **Customer Service Orientation:** A strong focus on helping clients and maintaining positive relationships is essential for success.- **Sales Ability:** Experience in sales will help you effectively present policies and close deals.- **Self-Motivation:** As this is a part-time, work-from-home role, you should be disciplined and able to manage your time efficiently.- **Basic Financial Knowledge:** Understanding life insurance concepts and financial products is necessary to provide valuable advice to clients. Your commitment to supporting clients and using your advisory skills will play a crucial role in ensuring they secure the best insurance coverage for their needs.

As a Financial Advisor, you will be responsible for guiding clients in managing their finances effectively. Your role will involve providing tailored financial advice and building strong relationships with clients to help them achieve their financial goals.**Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their financial needs, goals, and current financial situations, allowing you to provide personalized advice.- **Financial Planning:** Develop comprehensive financial plans that suit individual client requirements, including budgeting, savings, and investment strategies.- **Investment Guidance:** Recommend suitable investment options based on client profiles, market trends, and risk tolerance to help them grow their wealth.- **Market Research:** Stay updated on financial products, market trends, and economic news to provide informed advice and improve client portfolios.- **Relationship Management:** Foster long-term relationships with clients by maintaining regular contact and providing ongoing support and guidance.To be successful in this role, you should possess strong communication skills to explain complex financial concepts clearly. An understanding of financial products and the ability to analyze client needs are critical. A proactive attitude and a willingness to learn will help you thrive in this fast-paced environment. You should be detail-oriented and have strong analytical skills to assess various financial situations accurately. A good level of confidence is also necessary, as you will be interacting directly with clients to build their trust.

As a Financial Consultant, you will provide valuable guidance to clients on managing their finances effectively. This role is ideal for fresh graduates or individuals with a 12th-grade education seeking to start a career in finance. Your work will primarily be conducted from home.**Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their financial goals and needs, helping them make informed decisions.- **Financial Analysis:** Evaluate clients financial situations, including income, expenses, investments, and debts to offer tailored solutions.- **Develop Financial Plans:** Create comprehensive financial plans that align with clients' goals, assisting them in budgeting, saving, and investing.- **Market Research:** Stay updated on financial markets and trends to provide clients with relevant information and recommendations.- **Ongoing Support:** Provide continuous support to clients, adjusting financial plans as necessary to accommodate changes in their circumstances.**Required Skills and Expectations:**Candidates should possess strong communication skills to explain financial concepts clearly and effectively. A good understanding of basic finance principles is essential. You should be detail-oriented and able to analyze financial data accurately. Being proactive and self-motivated is important since this is a work-from-home position. A willingness to learn and develop professionally in the financial sector is highly valued. Successful candidates will demonstrate the ability to build relationships with clients, showing empathy and understanding of their financial challenges.

The Collection Executive is responsible for collecting due payments from customers and members, maintaining good relationships with clients, and ensuring timely recovery of installments and deposits. The role involves regular field visits, follow-up calls, maintaining collection records, submitting daily reports, and coordinating with the branch team to achieve collection targets. The Collection Officer should communicate professionally with customers, resolve payment-related issues, and support branch operations whenever required. Field work and travel will be involved on a regular basis.

Job Title: Fundraiser (Investment Banking)Location: Bandra West, MumbaiEmployment Type: Full-timeExperience Required: 4 yearsCandidates from across India can apply for this role The compensation structure for this role includes a fixed component along with additional variable incentives.________________________________________Job SummaryWe are seeking a dynamic Investment Banking professional for Direct Client Facing. The role requires strong financial understanding, communication skills, and hands-on deal execution capability for Alternative Investment Funds for big ticket size only. The candidate can apply across PAN India.________________________________________Key ResponsibilitiesFront-End - Fund Raising & Investor Interaction Assist in fund-raising mandates including Private Equity, Venture Capital, Debt, and Structured Finance. Prepare and present investment pitches to investors, family offices, funds, and HNIs. Coordinate meetings, calls, and negotiations with potential investors. Support senior bankers in deal origination, client pitching, and mandate acquisition. Maintain relationships with investors, funds, and intermediaries. Track investor feedback and manage follow-ups throughout the fund-raising cycle. Act as the primary point of contact for Investors & Corporates for big ticket size. Handle client communication with clarity and professionalism Build and maintain strong client relationships Coordinate with internal teams to ensure smooth execution Manage client queries and ensure timely follow-ups________________________________________Backend - Deal Execution & Support Prepare Information Memorandums (IM), Pitch Decks, Teasers, and Financial Models. Conduct financial analysis, valuation, and industry research. Assist in due diligence coordination (financial, legal, commercial). Prepare data rooms, trackers, and MIS for live deals. Coordinate with legal, compliance, and internal teams for documentation. Support execution of term sheets, transaction documents, and deal closure.________________________________________Research & Analysis Perform industry research, company profiling, and benchmarking. Analyze financial statements, projections, and business models. Prepare internal notes and deal summaries for management and investors.________________________________________Reporting & Compliance Maintain deal trackers, pipeline reports, and investor databases. Ensure compliance with regulatory and internal process requirements. Assist in post-deal documentation and reporting.________________________________________Required Skills Strong understanding of Investment Banking & Fund Raising processes Financial modeling, valuation, and Excel proficiency Excellent presentation and communication skills Ability to handle both client-facing and backend execution work Strong attention to detail and multitasking ability________________________________________Qualifications MBA (Finance) / CA / CFA / CA-Inter / Finance Graduate 4 years of experience in Investment Banking, Fund Raising, PE/VC, or Corporate Finance________________________________________Preferred Experience Exposure to equity or debt fund-raising transactions Experience working with investors, funds, or financial institutions Hands-on experience in preparing IMs, pitch decks, and data rooms

We are looking for a dedicated Life Insurance Advisor to join our team in Serampore. In this role, you will provide essential support and guidance to clients, helping them choose the right life insurance policies to meet their needs. **Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial goals and insurance needs, allowing you to provide tailored insurance solutions.- **Policy Recommendations:** Analyze various insurance products and recommend the best policies that suit clients requirements, ensuring they are well informed about their options.- **Follow-up Services:** Maintain ongoing communication with clients to address any queries and reassure them about their policy choices, fostering trust and loyalty.- **Market Research:** Stay updated on industry trends and changes to offer clients the most relevant and competitive insurance products available.- **Documentation Assistance:** Help clients complete necessary paperwork and ensure all documentation is accurate and submitted in a timely manner.**Required Skills and Expectations:**Candidates should possess strong communication and interpersonal skills, enabling them to build relationships with clients easily. A proactive attitude and willingness to learn about life insurance products and industry regulations are essential. Basic computer skills and proficiency in using digital communication tools will aid in client management. Passion for helping others with financial planning is crucial, along with a commitment to maintaining high ethical standards in practice. Previous experience is not mandatory but is an advantage, as we welcome candidates with up to 5 years of experience. Passion and drive to succeed in the insurance field are essential attributes.

Job OverviewWe are looking for enthusiastic and responsible Male and Female Gold Loan Executives to join our team. The ideal candidate should have experience in telecalling, lead generation, and gold loan operations, with the ability to accurately assess gold jewellery and assist customers throughout the loan process.EligibilityGender: Male & FemaleQualification: 12th Pass or aboveExperience: 6 months to 2+ years (Freshers with relevant knowledge may also apply)Key ResponsibilitiesAssess gold jewellery for purity (karat), weight, and quality.Perform gold testing using methods such as the touchstone test, acid test, or karat meter.Calculate the value of gold based on current market rates.Verify pledged ornaments for gold loan processing.Maintain accurate records of evaluated jewellery.Ensure the safe handling and secure storage of customer jewellery.Identify fake or adulterated gold items.Assist customers with queries related to gold valuation and loan procedures.Follow company policies, operational guidelines, and security procedures.Handle telecalling activities and generate leads for gold loan services.Required SkillsGood communication and customer handling skills.Experience in telecalling and lead generation.Knowledge of gold appraisal and valuation.Basic computer knowledge.Attention to detail and honesty in handling customer assets.Ability to work in a target-oriented environment.Preferred Experience6 months to 2+ years of experience in Gold Loan, NBFC, Banking, or Financial Services.Contact-8212495094

Requirements:Strong knowledge of finance and accounting concepts.Experience in preparing CMA (credit monitoring arrangements) and Project finance Reports (even basic experience is acceptable, provided you have strong conceptual knowledge).Good understanding of financial ratios, loan documentation, and loan processing.Strong analytical and communication skills.Strong proficiency in Microsoft Excel and Microsoft Word.

We are looking for a dedicated Phone Banking Officer to join our team in Noida Sector 127. In this role, you will assist customers with their banking needs through phone communication, ensuring excellent service and support.Key Responsibilities:1. Customer Support: Handle inbound and outbound calls from customers, providing information on banking services, account inquiries, and resolving issues efficiently.2. Account Management: Assist customers with account-related processes such as balance inquiries, fund transfers, and updates to personal information while maintaining confidentiality.3. Problem Resolution: Identify customer concerns and provide appropriate solutions, ensuring a high standard of service and customer satisfaction throughout the call.4. Documentation: Maintain accurate records of customer interactions and transactions in our system, ensuring all data is up-to-date and compliant with company policies.5. Team Collaboration: Work closely with other team members and departments to ensure seamless service delivery and to escalate complex issues when necessary.To be successful in this role, you should have excellent communication and interpersonal skills, possess a problem-solving attitude, and exhibit a strong commitment to customer service. A graduate degree is required, and candidates with 0-1 year of experience in customer service or banking will be preferred. You must be comfortable working from our office environment and be willing to adapt to a fast-paced work setting.

We are looking for an Admin Cum Accounts Executive to join our team in Bangalore rural. This full-time position requires a motivated individual with 1 to 3 years of experience in administration and accounting tasks.Key Responsibilities: - **Administrative Support**: You will handle various administrative tasks such as managing correspondence, scheduling meetings, and maintaining office supplies to ensure smooth operations. - **Accounts Management**: You will assist in managing financial records by recording transactions, preparing invoices, and processing payments to support accurate financial reporting.

INSURANCE MARKETING MANAGEMENT Team management,recruitment team building.Good communication skill, play interactive session.

As a Credit Officer, your primary role will be to assess and manage credit applications for customers. You will work in an office setting in Surat, where you will interact with clients and evaluate their creditworthiness.**Key Responsibilities:**- **Review Credit Applications:** Examine applications submitted by potential customers to determine their financial credibility and ability to repay loans or credit.- **Conduct Credit Analyses:** Analyze financial statements and credit reports to assess risk factors associated with lending to the customers.- **Communicate with Clients:** Engage with applicants to gather necessary information and address any questions or concerns regarding the credit process.- **Prepare Reports:** Create detailed reports summarizing your findings from credit assessments to inform decision-makers on credit approvals or denials.- **Monitor Existing Accounts:** Keep track of current customer accounts to ensure timely payments and identify any issues that may arise.**Required Skills and Expectations:**- A minimum education level of 12th grade is essential, and prior work experience is not mandatory, but some knowledge of finance will be an advantage.- Strong analytical skills are necessary to evaluate credit data and make informed decisions.- Good communication skills are expected, as you will clearly explain credit terms and conditions to clients.- A keen attention to detail is crucial for accurately reviewing documents and reports.- Basic knowledge of computer applications and spreadsheets will aid in efficient data handling and reporting. The ideal candidate will be dedicated, organized, and able to work well in a team-oriented environment.

Daily accounting, ledger maintenance & journal entries.Monthly closing and account reconciliation.GST invoicing, returns & statutory compliance.Accounts Payable & Receivable management.MIS reporting, cash flow & P&L analysis.