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

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  • 0 - 3 yrs
  • 1.8 Lac/Yr
  • Zirakpur Road Mohali
Strategic Communication Credit Control Upselling Negotiation Skills Inbound Process Convincing Power Cash Collection Collections Recovery
WE ARE HIRING KS ENTERPRISES Join Our Growing Team!KS Enterprises is looking for passionate, motivated, and dedicated individuals to become a part of our growing team. Open PositionsTelecaller (Fresher / Experienced)Computer Operator (Fresher / Experienced)Back Office Executive (Fresher / Experienced) Salary
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  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Wilson Garden Bangalore
Collections Recovery Credit Collection Payment Collection Basic Computers Tele Caller Team Leader
Job Title : Collection and Recovery Company Name: SRI SAI ASSOCIATESLocation : Wilson Garden BangaloreJOB SUMMARY:* We are looking for experience professionals for our loan collection and recovery process.* The candidate will be responsible for contacting the customers, following up on over dues payments.key responsibility:* Contact customers via calls to collect over dues payments. * Follow up on account and ensure timely recovery.* Negotiate repayments plan.* Handle customer queries.Eligibility criteria:Minimum 6 months to 2 years' experience in collection and recoverygood communication skills basic computer knowledgeSalary & Benefits :* Attractive salary + incentive * Performance based commission * Growth opportunities CONTACT HR: ARSALA
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  • 0 - 6 yrs
  • Kolkata
Life Insurance Good Communication Agency Channel
As an Agency Partner in our Kolkata office, you will play a key role in building and managing relationships with clients to drive business growth. This position is perfect for individuals who are enthusiastic, driven, and ready to make an impact.**Key Responsibilities:**- **Client Relationship Management:** Establish and maintain strong relationships with clients to understand their needs and ensure their satisfaction with our services.- **Business Development:** Identify new business opportunities and potential clients, working to expand our market presence in the region.- **Sales Support:** Assist in the sales process by providing relevant information, answering queries, and guiding clients through our offerings.- **Team Collaboration:** Work closely with cross-functional teams to ensure seamless service delivery and effective communication between departments.- **Market Research:** Conduct research to understand market trends and client preferences, helping to inform strategies for business growth.**Required Skills and Expectations:**Candidates should have a strong interpersonal skill set, as building relationships is critical for this role. A proactive approach to problem-solving and a willingness to learn are essential. Good communication skills in both verbal and written forms are necessary for effectively conveying ideas and information to clients and team members. An understanding of basic sales principles is beneficial but not mandatory. The role is suitable for individuals between 0 to 6 years of experience, including fresh graduates who are eager to start their career in a dynamic environment.
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  • 0 - 2 yrs
  • 4.5 Lac/Yr
  • Asansol
Computer Knowledge Corporate Banking Strategic Communication Business Banking Private Banking SME Banking Branch Banking Clerical Work Bank Reconciliation Banking Operations Banking Sales Bank Accounting
We are looking for a motivated Banking Executive to join our team in Asansol. This is a full-time remote position suitable for candidates with 0 to 2 years of experience who have completed their 12th grade.**Key Responsibilities:**- **Customer Interaction**: Engage with customers through various communication channels to address inquiries and provide assistance. This is essential for building strong relationships and ensuring customer satisfaction.- **Account Management**: Assist customers with account-related queries, including opening new accounts and managing existing ones. Your role will be crucial in guiding customers through bank procedures.- **Transaction Processing**: Handle financial transactions accurately and efficiently. This includes deposits, withdrawals, and fund transfers, requiring attention to detail to avoid errors.- **Compliance and Regulations**: Ensure that all banking activities comply with relevant laws and internal policies. Understanding compliance helps maintain the banks integrity and customer trust.- **Sales Support**: Promote banking products like loans, credit cards, and savings accounts to customers. This helps in achieving sales targets and promoting the bank's services.**Required Skills and Expectations:**Candidates should possess good communication skills, allowing them to interact effectively with customers. Strong problem-solving abilities are essential for addressing customer issues and queries. Basic knowledge of banking operations and financial products will be beneficial. A positive attitude and willingness to learn are expected, along with the ability to work independently while managing time efficiently. Proficiency in using computers and relevant software is necessary to perform daily tasks effectively.
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  • 0 - 6 yrs
  • 6.0 Lac/Yr
  • Kapashera Delhi
Collections Recovery Strategic Communication Convincing Power Negotiation Skills
We are seeking a motivated Collection Executive to join our team in Kapashera, Delhi. This position is ideal for individuals eager to begin their career in collections and customer service. As a Collection Executive, you will be responsible for reaching out to customers to ensure timely payment of outstanding debts. Your primary goal will be to maintain positive relationships while effectively collecting payments.Key responsibilities include:1. **Customer Communication**: Initiate contact with customers via phone or email to remind them of overdue payments and assist them in resolving any issues regarding their accounts.2. **Payment Collection**: Process and track payments while ensuring accuracy in the data entered into the system. You will be expected to follow up consistently with customers who have missed payment deadlines.3. **Account Management**: Maintain detailed records of customer interactions and payment statuses in the database to facilitate smooth collections.4. **Customer Service**: Address and resolve customer inquiries or disputes related to their accounts, ensuring a professional and helpful approach.Required skills and expectations include:- Strong communication skills in Hindi and English, both verbal and written, to effectively interact with clients.- Basic computer skills to manage databases and spreadsheets.- Capability to work independently and handle multiple tasks efficiently.- A positive attitude and eagerness to learn are essential, as candidates with 0-6 years of experience are welcome to apply.- High school diploma (12th pass) is required. Join us to develop your career in collections and enhance your skills in customer service!
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  • 1 - 2 yrs
  • 2.3 Lac/Yr
  • Nagpur
Account Reconciliation Billing Documentation Billing Software Billing Compliance Invoicing Time Management Problem Solving
Billing Exective role job location is ramdaspeth nagpur , Handeling Accounts raising invoice billing invoice
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  • 0 - 4 yrs
  • 3.0 Lac/Yr
  • Female
  • Dadar Mumbai
Invoicing Expense Tracking Vendor Management Customer Service Teamwork
We are looking for a dedicated Accounts Cum Admin Executive to join our team in Dadar. This role is crucial for maintaining financial records and supporting administrative tasks. **Key Responsibilities:**- **Manage Financial Records:** Keep accurate accounts of all financial transactions, ensuring that all entries are correctly documented and organized.- **Invoice Management:** Prepare and send invoices to clients while ensuring timely follow-ups for payments to support cash flow.- **Vendor Payments:** Oversee payments to suppliers and vendors, maintaining an up-to-date record of all outgoing funds.- **Bank Reconciliation:** Perform regular reconciliation of bank statements to ensure that all accounts are balanced and discrepancies are addressed promptly.- **General Administrative Support:** Assist with general office tasks such as filing, data entry, and answering phone calls, ensuring smooth daily operations.- **Documentation:** Maintain and organize company documents and records, facilitating easy access whenever needed.**Required Skills and Expectations:**Candidates should possess strong attention to detail and good organizational skills to manage multiple tasks effectively. Basic knowledge of accounting principles, along with familiarity with accounting software, will be beneficial. Proficiency in Microsoft Office, especially Excel, is essential for data management.Effective communication skills in both verbal and written formats are required to interact with clients, vendors, and team members. The candidate should be proactive, eager to learn, and capable of working in a team-oriented environment. A commitment to maintaining confidentiality and professionalism is expected.
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  • 0 - 2 yrs
  • 2.0 Lac/Yr
  • Navi Mumbai
Voice Process English Hindi BPO
Hiring: Banking Relationship ManagerLocation: Navi MumbaiEligibility: Any GraduateExperience: Freshers or 6 months to 1 yearLanguage: English + Hindi
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Opening For Collection Executive

Katvitz Consultants Private Limited

  • 2 - 8 yrs
  • 4.0 Lac/Yr
  • Jamshedpur
Strategic Communication Cash Collection Negotiation Skills Collections Recovery
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
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Life Insurance Advisor - Part Time

Indusland Neepon Life Insurance

  • 1 - 3 yrs
  • Cuttack
Life Insurance Insurance Marketing
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.
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Financial Service Executive - Full Time

Amolakshaya Trade and Credit Pvt Ltd

  • 0 - 6 yrs
  • 2.3 Lac/Yr
  • Guwahati
Interpersonal Skills Financial Markets Insurance Products Client Relationship Management Customer Service
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.
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  • 0 - 1 yrs
  • 9.0 Lac/Yr
  • Guwahati
Life Insurance Insurance Sales Positive Attitude Health Insurance Sales Good Communication Insurance
We are looking for a motivated and dedicated Insurance Advisor to join our team in Guwahati. This part-time role is perfect for someone who is eager to start a career in the insurance industry, even if you have little to no experience.**Key Responsibilities:**- **Client Consultation:** Engage with potential clients to understand their insurance needs and offer tailored solutions. This requires good listening skills and the ability to assess customer requirements effectively.- **Product Knowledge:** Stay updated on various insurance products and policies. You will need to understand the features, benefits, and exclusions of different options to provide accurate information to clients.- **Sales and Promotion:** Actively promote insurance products to clients through calls, messages, or online meetings. Strong communication skills will help you convey information persuasively to attract interest.- **Policy Management:** Assist clients with the application process and ensure that their policies are active and up to date. Attention to detail is crucial for managing client records and documentation.- **Customer Support:** Address any queries or concerns that clients may have regarding their policies. Being responsive and helpful will build trust and enhance customer satisfaction.**Required Skills and Expectations:**- Strong interpersonal and communication skills to engage effectively with clients.- Basic understanding of insurance concepts, with a willingness to learn more.- Self-motivated and disciplined, particularly in a work-from-home environment.- Ability to manage time efficiently to meet deadlines and targets.- A good attitude towards teamwork and collaboration, even while working independently. If you are passionate about helping people and eager to grow in the insurance sector, we encourage you to apply!
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Insurance Agent - Freshers

Bajaj Life Insurance Company Limited

  • Fresher
  • 4.0 Lac/Yr
  • Delhi NCR
Life Insurance Insurance Sales Team Building
As an Insurance Agent, your main role will be to help clients choose the right insurance policies to protect their assets and manage risks. You will work from home and communicate with clients through phone calls, emails, and online meetings. **Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their needs and financial situations, helping them identify suitable insurance policies.- **Policy Education:** Explain different types of insurance policies, covering their benefits, limitations, and eligibility to clients in simple terms.- **Quote Generation:** Prepare and present personalized insurance quotes based on the information gathered from clients, ensuring transparency in pricing.- **Application Submission:** Assist clients in completing insurance applications accurately and timely, ensuring all necessary documentation is provided.- **Follow-Up:** Maintain regular contact with clients to answer questions, address concerns, and encourage policy renewals.**Required Skills and Expectations:**- Strong communication skills are essential, as interacting with clients is a key part of the job.- Basic knowledge of insurance products, which can be learned on the job, will be beneficial.- A customer-focused mindset is important, as you will need to prioritize client needs and build lasting relationships.- Self-motivation and the ability to work independently are crucial for managing your time effectively in a work-from-home environment.- A willingness to learn and adapt, as the insurance industry is constantly evolving with new products and regulations. Freshers are encouraged to apply, as training will be provided to help you succeed in this role.
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  • 0 - 4 yrs
  • 2.5 Lac/Yr
  • Kolkata
Financial Services Financial Planning Investment Banking
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.
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  • Fresher
  • Agartala
Financial Services Finance Insurance
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.
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  • 2 - 4 yrs
  • 2.0 Lac/Yr
  • Pollachi Coimbatore
Cash Collection Upselling Collections Recovery Strategic Communication Negotiation Skills
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.
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  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Jamshedpur
Home Loan Home Loan Sales Housing Loan
URGENT WALK-IN INTERVIEW DRIVE HDFC SALES Position: Sales Officer - Home Loan Location: Jamshedpur Open Positions: 20 Department: Home Loan
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Female - Fund Raising (Investment Banking)

Eisen consultancies private limited

  • 2 - 4 yrs
  • 1.0 Lac/Yr
  • Bandra West Mumbai
Brand Communication Investor Relations Client Management Financial Consultancy
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
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  • 0 - 5 yrs
  • Serampore
Life Insurance Insurance Sales Insurance Marketing Insurance Financial Planning Skills
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.
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  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Raipur
Financial Services CMA Data Financial Reporting Project Reports Credit Monitoring
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.
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  • 1 - 5 yrs
  • Kolkata
Insurance Sales Financial Services
Freelance jobFinancial planning as life Savings, Investment, pension, protection
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  • 0 - 1 yrs
  • 2.8 Lac/Yr
  • Berhampur
Sales BFSI Field Sales Product Knowledge Lead Generation Nbfc
Job Responsibilities for CM Identification of potential village/ area for operation through village/area survey Conducting village/area level meetings, discuss about the company and various products/ services offered. Identification of potential customers in approved village/ area for providing financial support Loan origination Completing all necessary documentations and field verifications of all potential customers who apply for loan Collection of loan recovery and deposit in the bank (no deposit required for cashless) Monitoring and follow up of loan recovery and loan utilization Adhering to rules and norms prescribed by the company Adhering to basic code of conduct and fair practices code defined for microfinance industry Maintaining healthy portfolio and 100% recovery rate Conducting pre-disbursement and post-disbursement visits Maximum customer retention and relationship management at centers Providing training to new CMs Dealing with the customers in proper manner as prescribed under code of conduct Commitment and dedication for business growth and profitability of the branch Assist the branch manager to generate new business Complying to all the requirements by the Branch and HO
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  • 0 - 1 yrs
  • 2.8 Lac/Yr
  • Ganjam
Sales BFSI Field Sales Product Knowledge Lead Generation Nbfc
Job Title: Loan OfficerCompany: Share India Fincap Private LimitedJob Description:Share India Fincap Private Limited is hiring energetic and result-oriented candidates for the position of Loan Officer. The selected candidates will be responsible for sourcing customers, promoting the company's financial products, and managing the complete loan process while building strong customer relationships.Key Responsibilities:- Source new customers through field visits and local market activities.- Promote and sell Group Loans and other financial products.- Conduct customer verification and KYC documentation.- Explain loan products, eligibility, and repayment terms to customers.- Coordinate loan disbursement and ensure timely collections.- Build long-term relationships with customers and maintain portfolio quality.- Achieve monthly business and collection targets.- Ensure compliance with company policies and RBI guidelines.Eligibility:- Graduate in any discipline.- Freshers and experienced candidates are welcome to apply.- Good communication and interpersonal skills.- Willingness to travel for fieldwork.- Two-wheeler with a valid Driving Licence is preferred.Benefits:- Competitive Salary- Attractive Performance Incentives- PF & ESI Benefits- Travel Allowance- Career Growth Opportunities- Supportive Work Environment
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Opening For Equity Dealer

Prerana Hr Solution

  • 1 - 3 yrs
  • 4.0 Lac/Yr
  • Delhi NCR
Stock Broking Stock Market Equity Sales Equity Advisor Equity Dealer Mutual Funds Sales Mutual Funds Brokerage Stock Broker Stock Dealer Stock Reconciliation Walk in
Key Responsibilities:Ensuring Service Quality and Deepening Customer Relationship Maintain Relationship with Trading Customer Increase customer and Market share of customer trading on online Platform services to all assigned clients Ensure client is guided for trading online platform Responsible to activate the clients for long term investments as well as positional trading ideas in stocks for short/ medium term. Responsible to educate and Advise clients for online platforms Trading To keep abreast with the market knowledge and market intelligence Responsible to ensure all activities are in adherence as per Compliance & Risk.
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  • 0 - 2 yrs
  • 4.5 Lac/Yr
  • Krishnanagar
Computer Knowledge Corporate Banking Strategic Communication Business Banking Private Banking SME Banking Branch Banking Clerical Work Bank Reconciliation Banking Operations Banking Sales Bank Accounting
We are looking for a dedicated Banking Executive to join our team in Krishnanagar. This is a full-time position ideal for candidates with 0 to 2 years of experience and a minimum education level of 12th pass. The role offers the flexibility of working from home.**Key Responsibilities:**- **Customer Service:** Assist clients with their banking needs, answering questions and resolving issues to ensure a positive customer experience.- **Account Management:** Help customers with account openings, updates, and closures while ensuring compliance with banking regulations.- **Transaction Processing:** Process customer transactions accurately and efficiently, including deposits, withdrawals, and fund transfers.- **Record Keeping:** Maintain accurate records of all transactions and customer interactions for future reference and verification.- **Promote Banking Products:** Inform customers about various banking products and services, helping them choose the best options for their needs.**Required Skills and Expectations:**- Strong communication skills are essential for clear interaction with clients and team members.- Basic knowledge of banking services and financial products is preferred but not mandatory; training will be provided.- Attention to detail is critical to ensure accurate transaction processing and record keeping.- A proactive attitude towards learning about banking operations and improving service delivery is expected.- Basic computer skills, including familiarity with spreadsheets and banking software, will be advantageous. This role is perfect for someone looking to start a career in banking and finance while working from home.
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  • 0 - 2 yrs
  • 4.5 Lac/Yr
  • Shantiniketan Birbhum
Computer Knowledge Corporate Banking Strategic Communication Business Banking Private Banking SME Banking Branch Banking Clerical Work Bank Reconciliation Banking Operations Banking Sales Bank Accounting
As a Banking Executive, you will play a vital role in supporting our banking operations from the comfort of your home. **Key Responsibilities:**- **Customer Support:** Assist customers with inquiries about banking products and services, providing clear and accurate information to enhance customer satisfaction.- **Account Management:** Help clients manage their accounts by updating information, assisting with transactions, and resolving any issues they may encounter.- **Transaction Processing:** Accurately process transactions such as deposits, withdrawals, and transfers while ensuring adherence to banking regulations.- **Documentation Handling:** Prepare and manage required documents for account openings and other banking services, ensuring compliance with company policies.- **Sales Support:** Promote banking products and services to clients, helping to achieve sales targets and meet customer needs effectively.- **Data Entry:** Maintain organized records and data entry tasks accurately to support the smooth operation of banking functions.**Required Skills and Expectations:**Candidates should have excellent communication skills, both verbal and written, to interact confidently with customers. Basic knowledge of banking processes and products is preferred but not mandatory. Strong attention to detail is essential for accurately handling transactions and documentation. Candidates should demonstrate a customer-oriented approach, showing empathy and patience when addressing client needs. A willingness to learn and adapt in a fast-paced environment is crucial, as is the ability to work independently from home. Familiarity with computers and basic software applications is necessary for daily tasks.
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  • 0 - 2 yrs
  • 4.5 Lac/Yr
  • Kharagpur
Computer Knowledge Corporate Banking Strategic Communication Business Banking Private Banking SME Banking Branch Banking Clerical Work Bank Reconciliation Banking Operations Banking Sales Bank Accounting
Banking Executive - Job Role (Freshers)Position: Banking ExecutiveJob SummaryA Banking Executive is an entry-level professional responsible for assisting customers with banking services, promoting bank products, maintaining customer relationships, and supporting day-to-day branch operations. This role is ideal for fresh graduates looking to build a career in the banking and financial services industry.Key ResponsibilitiesAssist customers with account opening and banking services.Explain bank products such as Savings Accounts, Current Accounts, Fixed Deposits, and Loans.Acquire new customers through branch and field activities.Maintain customer relationships and provide after-sales support.Ensure KYC documentation and compliance with RBI guidelines.Cross-sell banking products such as insurance, credit cards, and digital banking services.Handle customer queries and resolve complaints professionally.Achieve assigned business and sales targets.Maintain accurate customer records and reports.
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