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

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  • 0 - 2 yrs
  • 3.5 Lac/Yr
  • Kanchrapara North 24 Parganas
Banking Regulations Cross-Selling Financial Products Knowledge Fraud Prevention Teamwork Microsoft Office Risk Management Customer Service Cash Handling Problem Solving Compliance Financial Analysis Negotiation Loan Processing Data Entry Sales Communication Skills Account Management Cash Management
Job Role: Branch Banking Officer - Axis BankKey Responsibilities:Welcome customers and understand their banking requirements.Open Savings Accounts, Current Accounts, Salary Accounts, and Fixed/Recurring Deposits.Process routine banking transactions such as cash deposits, withdrawals, cheque clearing, fund transfers, and account servicing.Ensure KYC, AML, and RBI compliance while processing customer requests.Cross-sell banking products such as:Debit & Credit CardsPersonal LoansHome LoansInsuranceMutual FundsFixed Deposits and other investment productsResolve customer queries and complaints promptly while maintaining high service standards.Generate leads and acquire new customers through referrals and branch walk-ins.Maintain accurate documentation and branch records.Coordinate with other branch departments to ensure smooth banking operations.Achieve monthly business and sales targets assigned by the branch manager.EligibilityGraduation in any discipline (B.Com, BBA, BA, B.Sc., etc.).Freshers and candidates with banking or sales experience may be eligible depending on the vacancy.Good communication and customer-handling skills.Basic computer knowledge and understanding of banking operations.
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  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Nashik
Process Team Leader Collection Process Team Leader Technical Team Leader
We are looking for a skilled Collection Team Leader to oversee our collection efforts in Nashik. This is a full-time position focused on managing a team of collection executives to ensure timely and effective recovery of outstanding payments.**Key Responsibilities:**- **Team Supervision**: You will lead and guide the collection team, ensuring they meet their targets and follow the collection procedures properly.- **Performance Monitoring**: Regularly evaluate the performance of team members, providing feedback and coaching to help them improve their skills and productivity.- **Debt Collection Strategies**: Develop and implement effective collection strategies to maximize recovery rates while maintaining a positive relationship with clients.- **Reporting**: Prepare and present detailed reports on collection activities, team performance, and outstanding debts to upper management.- **Conflict Resolution**: Address and resolve any issues or disputes that arise during the collection process, using appropriate negotiation and communication skills.**Required Skills and Expectations:**Candidates should have excellent communication skills to interact effectively with team members and clients. Strong leadership abilities are essential for motivating and managing a team. Candidates should be organized, detail-oriented, and capable of handling multiple tasks efficiently. A basic understanding of collection laws and regulations is preferred, though not mandatory. A positive attitude and a commitment to achieving goals will contribute to success in this role. The ideal candidate should be ready to work in a structured office environment and collaborate closely with others.
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  • 0 - 6 yrs
  • 8.0 Lac/Yr
  • Hazratganj Lucknow
Good Communication Skills Client Solutions Training Need Analysis Financial Services Investment Banking Finance Leadership
We are hiring financial advisor at hazratganj location.No age limit freshers can also join.Preferred retired persons.No Target .Time flexibility.High income with foreign conventions.
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  • 0 - 6 yrs
  • 5.0 Lac/Yr
  • Anna Nagar Chennai
Communication Life Insurance Insurance Sales Good Communication Skills
We are looking for a Life Insurance Agent to join our team in Anna Nagar, Chennai. This is a part-time work-from-home position suitable for individuals with 0 to 6 years of experience. A minimum education of 10th Pass is required.As a Life Insurance Agent, you will be responsible for helping clients understand their insurance options and assisting them in choosing the best policies for their needs. Your main duties will include:- **Client Consultations**: Engage with clients to determine their financial needs and preferences, ensuring they understand the importance of life insurance.- **Policy Recommendations**: Analyze different life insurance plans and recommend suitable options based on the unique requirements of each client.- **Document Preparation**: Assist clients with filling out applications and processing necessary paperwork for policy enrollment efficiently.- **Follow-Up**: Maintain contact with clients to answer questions, provide updates, and encourage renewals, ensuring they feel supported throughout their insurance journey.To succeed in this role, you should have excellent communication skills to explain complex information clearly. Strong organizational skills are essential for managing client documents and appointments. A customer-focused mindset will help you build trusting relationships with clients. You must be motivated and self-driven as this is a work-from-home position requiring discipline and the ability to work independently. A basic understanding of technology for online communication and document management is also necessary.
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  • Fresher
  • 10.0 Lac/Yr
  • Hazratganj Lucknow
Sales Manager Insurance Sales Insurance Marketing Agency Sales
We are looking for an enthusiastic Insurance Manager to join our team in Hazratganj. This full-time position is ideal for freshers eager to start their career in the insurance sector. **Key Responsibilities:**- **Policy Management:** You will assist in managing insurance policies, ensuring they comply with regulations and meet customers' needs. - **Customer Relations:** Build strong relationships with clients by providing them with accurate information and guidance on insurance products.- **Claims Processing:** Help clients with their insurance claims by providing support and ensuring that all documentation is completed correctly.- **Market Research:** Research and analyze market trends to identify new products and services that can benefit clients and improve sales.- **Team Collaboration:** Work closely with other team members to achieve common goals and provide exceptional service to clients.**Required Skills and Expectations:**Candidates should have strong communication skills, both verbal and written, to effectively interact with clients and team members. Attention to detail is crucial, as accuracy in handling policies and claims is essential. A basic understanding of insurance products and services will be an advantage. Freshers should be eager to learn and demonstrate a proactive attitude towards problem-solving. Candidates should possess good organizational skills to manage multiple tasks efficiently. A degree in finance, business, or a related field is preferred, but not mandatory.
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  • 1 - 2 yrs
  • 1.8 Lac/Yr
  • Salem
Organizational Skills MS Office Bank Account Opening
We are looking for an Bank Account Opening Associate to join our financial department. Your duties will include compiling and reviewing financial information, preparing financial paperwork, assisting with payroll processing, and maintaining records. You will also be required to perform general administrative tasks.Accounting Associate Responsibilities:Compiling and reviewing financial information.Preparing financial forms, documents, and reports.Assisting with the preparation of budgets and financial statements.Assisting with tax filings, accounts receivables, accounts payables, and payroll processing.Complying with federal, state, and local legal regulations and requirements.Maintaining records and filing systems.Answering telephones and handling routing correspondence with clients.Performing other duties as required.Accounting Associate Requirements:Bachelor's degree in accounting, finance, or a related field preferred.At least two years of accounting experience.Working knowledge of basic accounting principles and practices.Working knowledge of relevant state, federal, and local regulations.Proficiency in MS Office and popular accounting software.Excellent communication and interpersonal skills.Ability to work under pressure.Excellent organizational skills.
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  • 0 - 1 yrs
  • Chennai
Sales Process Field Service Customer Management
Exciting Job Opportunity - SBI Credit Card Sales ExecutiveCompany: Calibehr Business Support Services Pvt. Ltd.Client: SBI CardsLocation: Chennai Salary: 18,000 - 20,000 per month + Attractive IncentivesEligibilityMinimum Qualification: 12th Pass / Diploma / Any Graduate.Freshers and experienced candidates are welcome to apply.Good communication and convincing skills.Willingness to work in field sales.BenefitsFixed SalaryAttractive IncentivesCareer Growth OpportunitiesTraining and Support
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  • 0 - 2 yrs
  • Gomti Nagar Lucknow
Financial Services Voice Process
Required Financial Advisor for PNB MetLife where advisor will get incentive for first 3 months after that they will be promoted as Insurance Manager where salary plus incentive plus pf plus extra bonus will be paid
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Billing Executive Medical Billing Executive Estimator Medical Billing Reserve Estimation Road Estimator Software Estimation Estimation
The Billing Executive will be responsible for preparing and sending invoices to clients accurately and promptly. This includes verifying billing information and ensuring that all amounts are calculated correctly. The role also involves following up on outstanding invoices to ensure timely payments.Additionally, the Billing Executive will maintain organized records of all billing transactions and client communications. This role requires regular collaboration with other departments to resolve any billing discrepancies that may arise. Furthermore, the Executive will assist in preparing monthly sales reports and other financial documentation as needed.
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  • 1 - 2 yrs
  • 4.0 Lac/Yr
  • Hyderabad
Communication Coordination Excel Claim Associate
Job SummaryThe EB Claims Specialist will be responsible for managing end-to-end EB insurance claims while supporting client retention and renewals. The role requires maturity, strong coordination skills, and the ability to communicate effectively with clients and insurers.
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Loan Officer - Full Time

HDFC Sales Pvt Ltd

  • 1 - 3 yrs
  • 2.5 Lac/Yr
  • Ghansoli Navi Mumbai
BFSI Convincing Power Home Loans Communication Skills
Job Title: loan officer - Home LoanExperience: Fresher / ExperiencedQualification: Graduate in any disciplineJob Role:We are hiring Tele Sales Executives for Home Loan process. The candidate will be responsible for calling potential customers, explaining home loan products, generating leads, and coordinating with the sales team for loan processing.
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  • 0 - 2 yrs
  • Female
  • Goregaon West Mumbai Suburban
Invoicing Expense Tracking Accounting Administrative Support Time Management Financial Reporting Payroll Processing Data Entry Record Keeping
We are seeking a detail-oriented and organized female Accounts Cum Admin Executive to join our team in Goregaon West. The ideal candidate will have a Bachelor's degree in Commerce (B.Com) and 0 to 2 years of relevant experience.**Key Responsibilities:**- **Maintain Financial Records:** Accurately record day-to-day financial transactions and ensure all entries in the accounting system are correct.- **Reconcile Accounts:** Regularly check and reconcile bank statements and internal accounts to ensure accuracy and identify discrepancies.- **Assist with Invoicing:** Prepare and send invoices to clients while ensuring timely payments and following up on overdue accounts.- **Office Administration:** Handle day-to-day office tasks such as filing documents, managing supplies, and coordinating meetings.- **Support Reporting:** Assist in preparing monthly financial reports to provide insights into the company's financial status.- **Communicate with Vendors and Clients:** Serve as a point of contact for vendors and clients, addressing queries and ensuring smooth communication.**Required Skills and Expectations:**- A Bachelors degree in Commerce (B.Com) is essential.- Candidates should be proficient in Excel and familiar with accounting software.- Excellent organizational skills and attention to detail are crucial for managing both accounting and administrative tasks.- Strong communication skills, both written and verbal, are necessary for interaction with team members, clients, and vendors.- The ability to work independently and manage time effectively in a fast-paced environment is essential.- A proactive attitude and willingness to learn and adapt to new challenges are highly valued.
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Financial Service Associate (Fresher)

Fastline Recruitment Services

  • Fresher
  • 2.8 Lac/Yr
  • Berhampur
Field Sales Banking
We are looking for a motivated Financial Service Associate to join our team in Berhampur. This full-time position is open to male candidates, including fresh graduates who are eager to start their careers in finance.**Key Responsibilities:**- **Customer Service Support:** Assist clients by answering their questions about financial products and services while ensuring a positive experience.- **Account Management:** Help clients with their accounts, including opening new accounts and providing updates on existing ones to maintain strong client relationships.- **Financial Analysis:** Analyze clients' financial needs and recommend suitable products or services to meet their goals effectively.- **Document Preparation:** Prepare necessary financial documents and ensure all paperwork is accurate and submitted on time for processing.- **Team Collaboration:** Work closely with other team members to coordinate efforts and provide excellent service to all clients.Required skills and expectations include:- Strong communication skills: You should be able to express ideas clearly and listen effectively to client needs.- Basic financial knowledge: Familiarity with financial concepts and products will be beneficial in assisting clients.- Attention to detail: Ensuring all information is accurate and tasks are completed efficiently is crucial in this role.- Positive attitude: A professional demeanor and a willingness to learn will help you thrive in our team-oriented environment.- Willingness to work from the office: This role requires you to be present on-site to collaborate with the team and serve clients effectively.
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Fresher hiring for Finance Advisor

Quick Service Consultancy

  • 0 - 1 yrs
  • 3.8 Lac/Yr
  • Muzaffarpur
Financial Services Corporate Finance Investment Banking Finance BFSI Leadership Infrastructure Finance Taxation Financial Planning
As a Finance Advisor, you will play a crucial role in helping clients make informed financial decisions. You will work directly with clients to understand their financial goals and provide tailored guidance.**Key Responsibilities:**- **Client Consultation:** Meet with clients to discuss their financial situations, needs, and goals. This involves listening carefully and gathering relevant information to offer the best advice.- **Financial Analysis:** Analyze clients' financial data and documents to provide insights and recommend suitable financial products or strategies that fit their specific needs.- **Portfolio Management:** Help clients build and manage their investment portfolios, ensuring their choices align with their risk tolerance and financial objectives.- **Market Research:** Stay updated on market trends and financial products to provide clients with the most recent and relevant information.- **Documentation and Reporting:** Prepare reports and documentation related to clients' financial plans, ensuring accuracy and compliance with relevant regulations.**Required Skills and Expectations:**- Strong communication skills are essential to explain financial concepts clearly to clients.- Basic understanding of finance and investment principles is required.- A keen analytical mindset to interpret financial data accurately.- Proficiency in using computers and basic office software, as daily tasks include documentation and reporting.- Ability to work collaboratively in a team environment while also being self-motivated.- A professional attitude and the ability to maintain confidentiality regarding clients' financial information. This role is ideal for someone eager to start their career in finance and who possesses a strong willingness to learn and grow in the industry.
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  • 0 - 2 yrs
  • 9.0 Lac/Yr
  • Mumbai
Banking Sales Banking Assistant Corporate Bank Banking Finance
We are seeking a Banking Manager to join our team in Mumbai. This role is perfect for candidates with 0 to 2 years of experience who are passionate about building a career in the banking sector. A minimum education of 12th pass is required, and the job will be conducted in an office environment.**Key Responsibilities:**- **Customer Service:** Assist and guide customers with their banking needs, providing support for various products and services to enhance their experience.- **Account Management:** Oversee customer accounts, ensuring all transactions are processed accurately and efficiently, while also monitoring for any potential issues.- **Sales and Promotions:** Actively promote bank products such as loans, savings accounts, and credit cards to meet monthly sales targets and enhance customer satisfaction.- **Compliance:** Ensure that all banking operations comply with legal and regulatory requirements, maintaining the integrity of the bank's services.- **Team Collaboration:** Work closely with colleagues and management to share insights and strategies for improving customer relations and operational efficiency.Required skills and expectations include effective communication, both verbal and written, to interact with customers and team members. A proactive attitude is essential to address customer inquiries and resolve issues promptly. Candidates should possess strong organizational skills to manage multiple tasks and maintain attention to detail. Basic computer proficiency is necessary for handling banking software and maintaining accurate records. A willingness to learn and adapt to new challenges in the banking environment is also highly valued.
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Accounting Executive - Full Time - Freshers

Indigo Visa & Immigration Services

Accountant Office Accountant Management Accountant
We are looking for an Accounting Executive to join our team. This position is ideal for individuals who are detail-oriented and eager to learn in a supportive work environment. You will play a crucial role in maintaining accurate financial records and supporting the overall accounting functions.**Key Responsibilities:**- **Maintaining Financial Records:** Keep track of all financial transactions and ensure that records are accurate and up-to-date.- **Preparing Invoices:** Generate and issue invoices to clients in a timely manner to ensure the smooth flow of payments.- **Handling Payments:** Process incoming payments and manage outstanding invoices, following up with clients as necessary.- **Assisting with Budgets:** Help the accounting team to prepare and monitor departmental budgets to ensure financial objectives are met.- **Conducting Reconciliations:** Regularly compare the company's financial records with bank statements to ensure accuracy and resolve discrepancies.- **Supporting Audits:** Assist in the preparation for internal and external audits by providing required documentation and explanations.**Required Skills and Expectations:**- **Attention to Detail:** Ability to focus on details to ensure accuracy in all financial documents and transactions.- **Basic Accounting Knowledge:** Familiarity with basic accounting principles and practices is beneficial for this role.- **Organizational Skills:** Must be organized and capable of managing multiple tasks efficiently.- **Communication Skills:** Strong written and verbal communication skills are essential to interact effectively with team members and clients.- **Adaptability:** Willingness to learn and adapt to new accounting software and processes.This role is suitable for candidates with varying levels of experience, from fresh graduates to those with a few years in the field.
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  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Gurgaon
Cash Collection Debt Recovery Inbound Calls Outbound Sales Collections Recovery
We are looking for a dedicated Collection Executive to join our team in Gurgaon. The ideal candidate will have 1 to 2 years of experience in collections and a minimum educational qualification of 12th pass. **Key Responsibilities:**- **Conduct Outreach for Collections:** Contact clients via phone and email to remind them of outstanding payments and resolve any disputes related to billing.- **Maintain Accurate Records:** Keep detailed notes of all communication with clients and update payment statuses in the company database to ensure information is current.- **Follow Up on Payment Promises:** Monitor promised payment dates and follow up with clients to ensure they meet their commitments.- **Negotiate Payment Plans:** Work with clients who are having difficulty making payments to create realistic payment plans that benefit both parties.- **Report on Collection Activities:** Prepare and submit weekly and monthly reports on collection efforts and payment statuses to management.To succeed in this role, candidates should possess strong communication skills, both verbal and written, to effectively interact with clients. Attention to detail is important for maintaining accurate records and understanding complex billing issues. A good understanding of collection procedures and practices is necessary, along with the ability to negotiate and work under pressure. Candidates should be goal-oriented, self-motivated, and able to work independently in an office environment.
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  • Fresher
  • 12.0 Lac/Yr
  • Villupuram
Life Insurance Telemarketing
Hiring - TelecallerEducation Qualification: 10 th passAge : 18- 75Gender : Male/FemaleLocation: Villupuram, Cuddalore, Puducherry, kallakurichi.Address: Akr Tower, 1St Floor, No 195/27D/7, Trichy Main Road, Villupuram, Tamil Nadu - 605602For more details, contact: Sridhar M - Agency Manager
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  • 0 - 6 yrs
  • 4.5 Lac/Yr
  • Female
  • Uttam Nagar Delhi
Collections Recovery Convincing Power
We are looking for a motivated and detail-oriented Collection Agent to join our team in Uttam Nagar, Delhi. This role is ideal for females with 0 to 6 years of experience who have completed their 12th grade and are ready to work in an office environment.As a Collection Agent, you will be responsible for contacting clients to collect overdue payments and ensure outstanding debts are settled. Your role will involve following up on accounts, negotiating payment plans, and documenting all communication.Key responsibilities include:1. **Contacting Clients**: You will reach out to individuals or businesses with outstanding payments through calls or emails, reminding them of their due amounts and payment deadlines.2. **Negotiation**: You will work with clients to discuss and agree on payment options, helping them to fulfill their financial obligations while maintaining a positive relationship.3. **Record Keeping**: It is essential to maintain accurate records of all communications and payments received. You will use our databases to track progress on collections.4. **Reporting**: You will provide updates and reports to your supervisor about the status of collections and any challenges you face.To succeed in this role, you should have excellent communication skills, be comfortable with negotiation, and have a good understanding of basic financial concepts. Attention to detail and the ability to work well in a team are also important. A professional demeanor is crucial, as you will be representing our company to clients.
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  • 1 - 7 yrs
  • 3.0 Lac/Yr
  • Thane
Estimation Costing Design Proposal
Estimation Engineer required urgent for reputed engineering co.Location - Thane (Kapurbawdi)Salary - Rs 2 to 3 lakhs pa2nd and 4th Saturdays and all Sundays off_________________________Mail or whatsapp following details urgently1. UPDATED RESUME2. PRESENT / LAST SALARY3. CAN TRAVEL TO THANE WEST4. JOINING DATEMAIL to rankandfile94@yahoo.co.in (or) WHATSAPP to 9820824647_________________________Co. - Reputed engineering co with modern plant at Shahapur Thane DistProducts - Static process equipment like heat exchangers, pressure vessels, columns, storage tanks etcGood work environment_________________________REQUIREDDiploma/ Degree Engg in Chem/ Mech or BSc -Physics etcMin 2 years experience in design, estimation, proposals or tenders - PREFERABLY IN SIMILAR PROCESS EQUIPMENT COS.Good understanding of and ability to read engg drawings (AutoCAD)Understanding of project/ product/ manufacturing costingProficiency in MS Office, including the ability to operate computerized spreadsheet programsMAIN RESPPONSIBILITIES:Study the scope of work & tender document and prepare the tender review sheet Prepare/review the basic design, create the estimation BOQ Prepare & send out RFQ for (materials, vendors & subcontractors), follow-up, prepare technical evaluation sheet, Prepare quotation comparison sheet Calculate the direct cost for each item by analyzing the item to its basicsCalculate/assist in the calculation of other costs Participate in Cost Variance analysis and invoices.Assist in preparing responses to clarification requests by the client regarding the submitted tenderFollow up of venders & clients regarding inquiry & quotations________________________CALL/ CONTACT IMMEDIATELYSHOBANARank & File consultants9820289904
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  • 3 - 8 yrs
  • 37.5 Lac/Yr
  • Canada
Financial Analyst Client Financial Analyst Financial Reporting Analyst Financial Data Analyst Financial Research Analyst Financial Business Analyst Financial Planning Analyst
Analyzing financial data.Preparing accounting and other required reports and projections based on the analysis performed.Identifying financial performance trends and financial risk, and making recommendations.
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Cashier Cash Handling Cash Collection Clerk Cashier Branch Cashier Accountant Cashier Executive Cashier
Job Descriptioneducation Diploma or Degree in Accounting or Commerce.having More Than 5 Years Experience in Cafe or Restaurant.good Command in English.good Knowledge of Computer.perks and Benefitsfree Food, Medical, Insurance & Accommodation
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Financial and Investment Analyst Investment Analyst MIS and Analytics Investment Banking Analyst Investment Financial Reporting Analyst
Financial Analyst Responsibilities:Analyzing financial data.Researching macroeconomic and microeconomic conditions.Preparing accounting and other required reports and projections based on the analysis performed.Evaluating capital expenditures and asset depreciation.Establishing and evaluating records, statements, and profit plans.Identifying financial performance trends and financial risk, and making recommendations.
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  • 0 - 2 yrs
  • 3.5 Lac/Yr
  • Siliguri
Banking Regulations Cross-Selling Financial Products Knowledge Fraud Prevention Teamwork Microsoft Office Risk Management Customer Service Cash Handling Problem Solving Compliance Financial Analysis Negotiation Loan Processing Data Entry Sales Communication Skills Account Management Cash Management
Job Role: Branch Banking Officer - Axis BankKey Responsibilities:Welcome customers and understand their banking requirements.Open Savings Accounts, Current Accounts, Salary Accounts, and Fixed/Recurring Deposits.Process routine banking transactions such as cash deposits, withdrawals, cheque clearing, fund transfers, and account servicing.Ensure KYC, AML, and RBI compliance while processing customer requests.Cross-sell banking products such as:Debit & Credit CardsPersonal LoansHome LoansInsuranceMutual FundsFixed Deposits and other investment productsResolve customer queries and complaints promptly while maintaining high service standards.Generate leads and acquire new customers through referrals and branch walk-ins.Maintain accurate documentation and branch records.Coordinate with other branch departments to ensure smooth banking operations.Achieve monthly business and sales targets assigned by the branch manager.EligibilityGraduation in any discipline (B.Com, BBA, BA, B.Sc., etc.).Freshers and candidates with banking or sales experience may be eligible depending on the vacancy.Good communication and customer-handling skills.Basic computer knowledge and understanding of banking operations.
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  • 0 - 2 yrs
  • 3.5 Lac/Yr
  • Kolkata
Banking Regulations Cross-Selling Financial Products Knowledge Fraud Prevention Teamwork Microsoft Office Risk Management Customer Service Cash Handling Problem Solving Compliance Financial Analysis Negotiation Loan Processing Data Entry Sales Communication Skills Account Management Cash Management
Job Role: Branch Banking Officer - Axis BankKey Responsibilities:Welcome customers and understand their banking requirements.Open Savings Accounts, Current Accounts, Salary Accounts, and Fixed/Recurring Deposits.Process routine banking transactions such as cash deposits, withdrawals, cheque clearing, fund transfers, and account servicing.Ensure KYC, AML, and RBI compliance while processing customer requests.Cross-sell banking products such as:Debit & Credit CardsPersonal LoansHome LoansInsuranceMutual FundsFixed Deposits and other investment productsResolve customer queries and complaints promptly while maintaining high service standards.Generate leads and acquire new customers through referrals and branch walk-ins.Maintain accurate documentation and branch records.Coordinate with other branch departments to ensure smooth banking operations.Achieve monthly business and sales targets assigned by the branch manager.EligibilityGraduation in any discipline (B.Com, BBA, BA, B.Sc., etc.).Freshers and candidates with banking or sales experience may be eligible depending on the vacancy.Good communication and customer-handling skills.Basic computer knowledge and understanding of banking operations.
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  • 0 - 2 yrs
  • 3.5 Lac/Yr
  • Balurghat Dakshin Dinajpur
Banking Regulations Cross-Selling Financial Products Knowledge Fraud Prevention Teamwork Microsoft Office Risk Management Customer Service Cash Handling Problem Solving Compliance Financial Analysis Negotiation Loan Processing Data Entry Sales Communication Skills Account Management Cash Management
Job Role: Branch Banking Officer - Axis BankKey Responsibilities:Welcome customers and understand their banking requirements.Open Savings Accounts, Current Accounts, Salary Accounts, and Fixed/Recurring Deposits.Process routine banking transactions such as cash deposits, withdrawals, cheque clearing, fund transfers, and account servicing.Ensure KYC, AML, and RBI compliance while processing customer requests.Cross-sell banking products such as:Debit & Credit CardsPersonal LoansHome LoansInsuranceMutual FundsFixed Deposits and other investment productsResolve customer queries and complaints promptly while maintaining high service standards.Generate leads and acquire new customers through referrals and branch walk-ins.Maintain accurate documentation and branch records.Coordinate with other branch departments to ensure smooth banking operations.Achieve monthly business and sales targets assigned by the branch manager.EligibilityGraduation in any discipline (B.Com, BBA, BA, B.Sc., etc.).Freshers and candidates with banking or sales experience may be eligible depending on the vacancy.Good communication and customer-handling skills.Basic computer knowledge and understanding of banking operations.
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  • 0 - 2 yrs
  • 3.0 Lac/Yr
  • Nashik
Branch Relationships Executive Branch Relationship Branch Relationship Manager Branch Executive Relationship Executive
Key ResponsibilitiesBranch Customer Service: Greet, assist, and manage walk-in customers at the branch; handle inquiries regarding account balances, fund transfers, and standard banking facilities.CASA & Account Opening: Drive new customer acquisition by seamless onboarding, pitching account variants, and executing error-free documentation for Current Accounts and Savings Accounts (CASA).Cross-Selling & Revenue Generation: Analyze customer account behaviors and cross-sell retail financial products such as personal/car/home loans, credit cards, mutual funds, and life/general insurance.Documentation & Compliance (KYC): Ensure strict adherence to banking regulatory frameworks by verifying customer identity proofs and completing mandatory Know Your Customer (KYC) and Anti-Money Laundering (AML) documentation.Portfolio Management: Build strong, long-term relationships with mapped branch customers; execute regular follow-up calls or emails to drive account balance retention and renewal of fixed deposits.Queue & Operation Management: Coordinate with the branch cashiers, operations team, and Branch Manager to minimize customer wait times and ensure smooth floor management during peak operational hours.
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Collection Officer - Freshers

Impact HR & KM Solutions

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Nashik
Cash Collection Collection Manager Collection Officer Collection Head Regional Collection Manager Assistant Manager Collections
Key ResponsibilitiesPortfolio Management: Review and monitor assigned accounts to identify outstanding dues and prioritize overdue accounts for recovery.Customer Contact: Reach out to defaulting clients via phone calls, emails, registered letters, or field visits to remind them of unpaid invoices or loan installments.Negotiation & Payment Settlement: Understand customer financial constraints, handle objections skillfully, and negotiate viable repayment plans or settlements within corporate policy parameters.Data Accuracy & Tracking: Maintain precise, updated records of all customer interactions, payment commitments, collections made, and reasons for non-payment in the system.Payment Collection & Allocation: Follow up on committed payment dates, collect payments (cash, cheques, online transfers), and coordinate with the accounts department to ensure accurate allocation.Legal & Escalation Coordination: Identify critical/high-risk defaulters who refuse to pay and escalate those accounts to the legal or higher management team for further action.Compliance: Adhere strictly to industry guidelines, code of conduct, and legal frameworks governing debt recovery.
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Cashier

Impact HR & KM Solutions

  • 3 - 5 yrs
  • 3.5 Lac/Yr
  • Nashik
Estimation & Billing Engineer Estimation Estimator Cashier
Key ResponsibilitiesInvoicing & Billing: Generate accurate bills, retail receipts, or delivery challans using computerized billing software or POS systems.Payment Processing: Accept and process payments via Cash, UPI (GPay, PhonePe, Paytm), Credit/Debit cards, and corporate coupons.Cash Management: Double-check cash received, hand out accurate change, and ensure the physical cash drawer matches the system reports perfectly at the end of the shift.Price & Discount Verification: Check item codes, apply ongoing festival discounts or coupons correctly, and ensure correct tax (GST) calculations on bills.Customer Handling: Greet customers warmly, answer basic pricing inquiries, and handle returns or exchanges according to company policy.
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Hiring Freshers || Bank Manager

ACE World Organisation

  • 0 - 5 yrs
  • 8.0 Lac/Yr
  • Mumbai
Communication Customer Dealing Bank Manager
As a Bank Manager in Mumbai, you will play a vital role in managing banking operations and ensuring excellent customer service. You will be responsible for overseeing daily activities in the branch and leading a team of employees.**Key Responsibilities:**- **Oversee Branch Operations:** Manage daily operations to ensure efficiency and compliance with banking policies.- **Supervise Staff:** Lead and mentor a team of bank employees, providing guidance to enhance performance and productivity.- **Customer Service:** Address customer inquiries and complaints effectively, ensuring a high level of satisfaction and promoting a positive banking experience.- **Sales Management:** Drive sales initiatives by promoting banking products and services, setting targets for your team, and tracking achievements.- **Financial Monitoring:** Monitor financial transactions and ensure accurate record-keeping to maintain the integrity of the bank's financial reports.- **Risk Management:** Identify potential risks in operations and take necessary measures to mitigate them, ensuring compliance with regulations.**Required Skills and Expectations:**- A minimum of a 12th-grade education is necessary, with a strong understanding of banking processes.- Excellent communication skills are essential for interacting with customers and staff.- Ability to work well in a team and demonstrate leadership qualities to inspire and motivate employees.- Strong organizational skills to manage multiple tasks and respond to changing priorities effectively.- Basic financial literacy is expected, along with a willingness to learn about banking products and services. - Being detail-oriented will help maintain accuracy in financial transactions and reports.
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  • 3 - 9 yrs
  • 5.0 Lac/Yr
  • Churchgate Mumbai
Account Reconciliation Investment Monitoring Regulatory Knowledge Quantitative Skills Data Analysis Reporting
PORTFOLIO ACCOUNTS EXEC. required urgently for profitable, SSI pharma mfg co.Require smart candidate to handle and manage investment portfolios of the co. and Directors.Job location - Churchgate (near station)Salary - Rs 3.5 to 5 lakhs pa6 days workingReporting to DirectorWill coordinate with investment advisors and internal team__________________________________________________Suitably qualified candidates with relevant experience can apply with following details imme.1. UPDATED RESUME2. PRESENT/ LAST SALARY3. REASONABLE EXPECTED SALARY4. JOINING DATEMail details to ranknfile.india@gmail.com (or) whatsapp to 9820824647________________________________________________JOB PROFILE:Portfolio record keeping which involves documenting each trade, dividend and interest payment to ensure everything is done correctly in TallyJournal Entries accurately recordedFinal Accounts PreparationPrepare Realized Gain/(Loss) statementMIS as per Management's RequirementsDaily Bank entries to be updated to system.Valuation AnalysisUnderstanding the value of a portfolioRegulatory ComplianceQuarterly Income & Expenditure for Advance Tax purpose. Maintaining File according to wealth advisers.Contract notes to be updated into Tally on daily basisCANDIDATE PROFILE:Graduate / PG degree in Accounting, Finance or related field2+ years of experience in accounting or investment managementStrong understanding of investment products and marketsProficiency in accounting and portfolio management softwareAttention to detail and high level of accuracyExcellent analytical and problem-solving skillsKnowledge of relevant regulations and compliance standardsAbility to manage multiple tasks and meet deadlinesKnowledge of Overseas Remittance and accounting Call/ contactSHOBANArank & file consultants98208 24647
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  • 2 - 8 yrs
  • 3.0 Lac/Yr
  • Kapurbawdi Thane
Estimation Proposals Sales Coordination Sales AutoCAD
Interested candidates with relevant qualifications and experience must whatsapp / mail following details (OR) refer suitable candidates1. Updated resume2. Present / last salary3. Earliest joining periodCandidate profile: Female BE/ Diploma/ ITI/ BSc with min 2 years experience in estimation & proposal making in any engineering industryShould be able to read and interpret designs (knowledge of AutoCAD expected)Proficient in MS Office (Word, Excel)Main job profile:Estimate costs associated with projects Study the scope of work & tender document and prepare the tender review sheet then prepare/review the basic design, create the estimation BOQ and link it with client BOQ.Prepare & Send out RFQ for (materials, vendors & subcontractors), Prepare technical evaluation sheet, Calculate the direct cost for each item by analyzing wrt Material, Equipment & ManpowerPrepare estimate and Bill of Quantities.Coordinate with vendors______________CALL/ CONTACT URGENTLY FOR FURTHER DETAILSSHOBANARANK & FILE CONSULTANTS9820824647
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