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

Designation - AGM/GM - FinanceExperience - 6-7 + Years (After CA Qualification)Location - Gurgaon, HaryanaJob Summary:BYLD Group is seeking a seasoned and forward-thinking AGM/GM - Finance to drive strategic financial planning, and strengthen the organizations fiscal discipline. The role demands a professional with a strong foundation in both consulting and corporate finance, capable of partnering with business leaders to enable data-driven decisions, optimize performance, and support sustainable growth across BYLDs diverse business verticals.Key Responsibilities:1. Strategic Financial Leadership:Lead financial strategy development in alignment with organizational goals.Provide strategic insights to the leadership team on business performance, risk, and growth opportunities.Drive annual budgeting, forecasting, and multi-year financial planning.Support business expansion initiatives, acquisitions, and investment evaluations.2. Financial Reporting, Compliance & Governance:Ensure timely and accurate preparation of financial statements in compliance with Ind-AS and regulatory requirements.Oversee statutory, internal, and tax audits with external auditors and consultants.Maintain adherence to all legal and fiscal obligations under the Companies Act, Income Tax, and GST laws.Strengthen governance, internal controls, and risk management frameworks across the organization.3. Business Partnering & Performance Management:Collaborate with business heads to improve profitability, cost structures, and financial efficiency.Develop and review financial models, pricing frameworks, and project profitability analyses.Partner with operations and HR functions to align budgets and measure ROI on key initiatives.Present insightful MIS reports and performance dashboards to management and stakeholders.4. Treasury, Funding & Working Capital Management:Oversee cash flow planning, fund utilization, and banking relationships.Manage working capital effectively and ensure timely receivables and vendor payments.Evaluate and implement financing options for business expansion and cost efficiency.5. Leadership & Process Excellence:Lead and mentor a high-performing finance team, ensuring capability development and performance accountability.Drive process automation, ERP optimization, and digitization of finance operations.Promote a culture of transparency, ownership, and continuous improvement.Partner cross-functionally to ensure financial integrity across all business operationQualifications & Requirements:Qualified Chartered Accountant (CA) with a minimum of 7 + Years of post-qualification experience in Finance, Accounts, and Strategic Planning.Proven experience in both consulting (Big 4 or reputed audit/financial advisory firm) and corporate finance roles.Strong understanding of Indian Accounting Standards (Ind-AS), Companies Act, Taxation (Direct & Indirect), and Regulatory Compliances.Demonstrated expertise in financial planning & analysis (FP&A), budgeting, forecasting, and business partnering.Hands-on experience in managing statutory and internal audits, risk management, and financial governance frameworks.Proficiency in ERP systems (SAP), advanced Excel, and experience with financial automation tools.Strong analytical and problem-solving skills with the ability to interpret complex financial data for strategic decision-making.Excellent interpersonal, leadership, and communication skills to collaborate effectively with CXOs, business heads, and external partners.Ability to lead a high-performing team and foster a culture of accountability, integrity, and continuous improvement.Exposure to professional services, consulting, HR solutions, or learning industry will be an added advantage.Why join BYLD:Perks & Benefits:Learn directly from industry experts with 20+ years of experienceOpportunity to work in a dynamic and collaborative environment.Professional development and growth opportunities.Gain experience in world class management practicesInsurance Benefits (Medical and Accidental) for all employeesMulti-level Rewards programs for all employees

Job Title: Banking Process ExecutiveCompany: TeleperformanceJob Location: Hebbal Kempapura, Bengaluru - 560024Job OverviewWe are hiring Banking Process Executives for a leading MNC. Freshers and experienced candidates are welcome to apply. This is a full-time, work-from-office opportunity in the banking customer service process.Eligibility- 12th Pass or Graduate- Freshers & Experienced candidates can apply- Good communication skills in English and any one regional language:- Tamil- Telugu- Kannada- MalayalamJob Details- Banking Customer Service Process- Full-Time Work From Office- 6 Days Working- 1 Rotational Week OffSalary & Benefits- CTC: 17,000 - 20,000- Take Home: Up to 16,000 (for 20,000 CTC)- Career Growth OpportunitiesLocation: Hebbal Kempapura, Bengaluru - 560024Apply now!

SBI Life Insurance is hiring Financial Advisors for Full Time and Part Time opportunities. If you are looking to build a career or earn an additional income with flexible working hours, this opportunity is for you. Training and support will be provided to eligible candidates.

We are seeking a Bancassurance Manager to join our team in Hyderabad. In this role, you will be responsible for enhancing our bancassurance partnerships and driving sales of insurance products through bank channels.**Key Responsibilities:**- **Build Relationships with Bank Partners:** Establish and maintain strong relationships with banking staff to facilitate effective communication and collaboration for selling insurance products.- **Conduct Training Sessions:** Organize and deliver training programs for bank employees, ensuring they have the necessary knowledge and skills to promote insurance offerings effectively.- **Develop Sales Strategies:** Create and implement sales strategies that align with the banks goals, aiming to boost insurance product sales through various channels.- **Monitor Performance:** Regularly track and analyze the performance of bancassurance initiatives, adjusting strategies as needed to meet sales targets.- **Provide Customer Support:** Assist bank clients with their insurance needs, addressing queries or concerns to ensure high customer satisfaction.- **Collaborate with Internal Teams:** Work closely with marketing and operations teams to create promotional materials and streamline processes for a smoother customer experience.**Required Skills and Expectations:**Candidates should possess excellent communication and interpersonal skills, enabling them to build rapport with bank teams and clients. A strong understanding of insurance products is essential, along with the ability to convey complex information clearly. Problem-solving skills and a proactive mindset will help in addressing challenges effectively. Candidates should be goal-oriented and adaptable to work in a dynamic environment, ensuring timely completion of tasks and adherence to deadlines. A basic knowledge of financial services and sales experience in a related field will be an added advantage.

URGENT HIRING - TELE CALLING COLLECTION EXECUTIVES Location: TirupatiOpen Positions (Total: 50) Tamil - 20 Kannada - 20 Malayalam - 10

We are looking for a Billing Executive intern to assist with our billing processes. This position is ideal for recent graduates or individuals with minimal experience who are eager to learn and grow in a professional setting.**Key Responsibilities:**- **Invoice Generation:** Prepare and issue invoices to clients accurately and in a timely manner, ensuring compliance with company standards.- **Payment Processing:** Assist in processing payments from clients and verify that transactions are correctly recorded in the financial system.- **Data Entry:** Input billing data into the system efficiently to maintain up-to-date records, which is crucial for accurate financial reporting.- **Client Communication:** Communicate with clients regarding billing inquiries or issues, providing clear and effective responses to maintain positive relationships.- **Account Reconciliation:** Help reconcile billing accounts to ensure that records match the financial reports, identifying any discrepancies and reporting them.- **Reporting Support:** Assist senior staff in preparing billing reports and analysis, contributing valuable insights to improve billing procedures.**Required Skills and Expectations:**Candidates should hold a degree in areas such as B.A, B.C.A, B.B.A, B.Com, B.Pharma, B.Sc, or B.E. Strong attention to detail is essential to avoid errors in billing. Effective communication skills are important for interacting with clients and team members. Basic knowledge of financial software or willingness to learn is preferred. The ideal candidate will be organized, self-motivated, and eager to learn in a fast-paced environment. A commitment to teamwork and a proactive approach to problem-solving will enhance your effectiveness in this role.

We are looking for a dedicated Branch Manager to oversee our operations in Bhubaneswar. The ideal candidate should possess a combination of leadership, financial acumen, and the ability to foster a strong team environment. **Key Responsibilities:**- **Team Leadership:** Guide and motivate the branch staff to achieve their individual targets and ensure overall team performance aligns with the branch goals.- **Operational Management:** Oversee daily operations, ensuring that all procedures are carried out efficiently and adhere to company policies, fostering a productive work environment.- **Sales and Revenue Generation:** Develop and implement strategies to boost branch sales and achieve financial targets, focusing on customer satisfaction and service quality.- **Client Relationship Management:** Build and maintain strong relationships with clients, addressing their needs and ensuring high levels of service to promote customer loyalty.- **Financial Oversight:** Monitor branch budgets, analyze performance metrics, and manage financial records to ensure profitability and compliance with regulations.- **Reporting and Analysis:** Prepare regular reports on branch performance and market trends, providing insights to senior management for informed decision-making.**Required Skills and Expectations:**Candidates should have a bachelors degree in fields such as B.A, B.C.A, B.B.A, B.Com, B.Pharma, or B.Sc. They should possess 2 to 6 years of relevant experience in a managerial role. Strong leadership and communication skills are essential, along with a demonstrated ability to drive sales and manage budgets. Proficiency in problem-solving and decision-making is expected, alongside adaptability to changing business needs. The role is office-based and requires a male candidate.

Visit bank branches to collect details of loan defaulters. Then Visit the addresses to contact and bring them to bank branches to discuss on recovery of dues . Servicing of Notices to defaulters and mortgaged properties. Works related to SARFAESI ACT.

Job TitleFinance ManagerJob SummaryThe Finance Manager is responsible for overseeing the organization's financial planning, budgeting, reporting, compliance, cash flow management, and financial analysis. The role supports strategic decision-making by providing accurate financial insights while ensuring adherence to accounting standards and regulatory requirements.Key ResponsibilitiesPrepare and manage annual budgets, forecasts, and financial plans.Analyze financial performance and provide recommendations to improve profitability.Prepare monthly, quarterly, and annual financial statements and management reports.Manage accounts payable, accounts receivable, and general ledger activities.Monitor cash flow, working capital, and banking relationships.Ensure compliance with accounting standards, tax regulations, and statutory requirements.Coordinate internal and external audits.Develop and implement financial controls, policies, and procedures.Conduct variance analysis and identify cost-saving opportunities.Support business leaders with financial modeling and strategic planning.Lead and mentor the finance and accounting team.Required SkillsTechnical SkillsFinancial Planning & Analysis (FP&A)Budgeting & ForecastingFinancial ReportingGeneral AccountingCash Flow ManagementCost AccountingFinancial ModelingTaxation & Statutory ComplianceAudit ManagementMIS ReportingRisk ManagementERP Systems (SAP, Oracle, Microsoft Dynamics, NetSuite)Advanced Microsoft Excel (Pivot Tables, Power Query, Advanced Formulas)

We are looking for a dedicated Collection Executive to join our team. The role involves managing collections of outstanding debts, ensuring timely payments while maintaining positive relationships with clients.**Key Responsibilities:**- **Communicate with Clients:** Contact clients via phone and email to remind them of overdue payments and negotiate payment plans where necessary.- **Maintain Records:** Track all interactions, payments, and agreements in our database to ensure accurate records are kept for each client.- **Follow Up on Payments:** Follow up with clients on payment commitments and escalate issues to the management when necessary to ensure timely resolution.- **Resolve Disputes:** Address and resolve any disputes or concerns raised by clients regarding their bills or payment schedules efficiently and professionally.- **Achieve Collection Targets:** Work toward meeting monthly collection goals set by management to contribute positively to the overall financial health of the organization.**Required Skills and Expectations:**- A minimum educational qualification of 10th pass is required, ensuring a basic understanding of communication and arithmetic.- Previous experience in collections or customer service is preferred but not mandatory; we welcome candidates with 0-3 years of experience.- Strong communication skills are essential for effectively engaging with clients and resolving issues.- A positive attitude and patience are necessary, as the role involves interacting with clients who may be frustrated about their debts.- Candidates should be detail-oriented, organized, and capable of working in a fast-paced environment.

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.

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

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.

Hiring: Banking Relationship ManagerLocation: Navi MumbaiEligibility: Any GraduateExperience: Freshers or 6 months to 1 yearLanguage: English + Hindi

Billing Exective role job location is ramdaspeth nagpur , Handeling Accounts raising invoice billing invoice

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!

As a Branch Manager in Bhubaneswar, you will play a vital role in overseeing the daily operations of the branch, ensuring the overall success and growth of the business.**Key Responsibilities:**- **Manage Daily Operations:** Supervise branch activities to ensure smooth workflow and compliance with company standards.- **Lead Team Development:** Mentor and train branch staff to enhance their skills and improve performance.- **Achieve Sales Targets:** Develop and execute strategies to meet or exceed monthly and quarterly sales goals.- **Customer Relations:** Foster strong relationships with clients by addressing their needs and resolving issues promptly.- **Financial Management:** Monitor branch finances including budgeting, forecasting, and reporting on financial performance.- **Compliance & Regulations:** Ensure that all branch operations adhere to company policies and legal regulations.- **Inventory Control:** Manage supply inventory, maintain stock levels, and reorder supplies when necessary.- **Market Analysis:** Regularly analyze market trends and competitor strategies to identify growth opportunities.**Required Skills and Expectations:**Candidates should possess a bachelors degree in B.A, B.C.A, B.B.A, B.Com, or a professional degree. A minimum of 3 to 9 years of experience in a managerial role is essential. Strong leadership skills are expected to inspire and guide the team. Excellent communication and interpersonal abilities are crucial for effective customer interactions. Candidates should have a keen understanding of financial management and the ability to analyze data for informed decision-making. Must be proactive and adaptable, with a results-oriented mindset focused on achieving branch goals.

Freelance jobFinancial planning as life Savings, Investment, pension, protection