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

Able to achieve business targets.Good communication skillsEx-Nidhi/Banking/NBFC/InsuranceConsider Ex.Army/Retired from Govt service

Recruit and manage insurance advisors/agents.Generate business through the agency network.Guide advisors on products, sales and customer handling.Achieve assigned sales targets.Maintain good relationships with customers and advisors.

SDSR Consultancy Services is looking for motivated and analytical candidates for the position of Equity Derivatives Trader. The candidate will be responsible for monitoring financial markets, analyzing market movements, and supporting trading activities in equity and derivatives segments.Key ResponsibilitiesMonitor equity and derivatives markets and track market movements.Analyze stocks, indices, futures, and options based on market trends and relevant data.Conduct technical and fundamental market analysis.Identify potential trading opportunities based on predefined strategies and market conditions.Monitor open positions and market-related risks.Maintain accurate records of trades, market observations, and performance.Stay updated with financial news, market developments, and economic events.Follow company policies, trading guidelines, and applicable compliance requirements.Prepare and share market reports and trading-related updates as required.Coordinate with the internal team regarding market analysis and trading activities.Required SkillsKnowledge of Equity, Futures, and Options (F&O).Understanding of stock market concepts and derivatives.Basic knowledge of technical and fundamental analysis.Ability to understand charts, market trends, and price movements.Strong analytical and numerical skills.Good knowledge of MS Excel.Ability to work in a fast-paced market environment.Good communication and decision-making skills.Preferred Candidate ProfileExperience: Fresher / Experienced candidates may apply.Candidates with knowledge or experience in Equity Derivatives Trading will be preferred.NISM certification or relevant financial market certification will be an added advantage.Candidates should have a strong interest in financial markets and trading.What We OfferOpportunity to work in a professional financial market environment.Exposure to equity and derivatives market analysis.Learning and growth opportunities in trading and financial markets.Performance-based career growth opportunities.Location: KolkataEmployment Type: Full-Time

We are looking for an enthusiastic Insurance Advisor to join our team in Alwar, India. This entry-level role is perfect for individuals who are passionate about helping others and starting their career in the insurance industry.As an Insurance Advisor, you will be responsible for providing clients with expert guidance on various insurance products. Your key responsibilities include:1. Client Consultation: Meet with clients to understand their insurance needs and assess their financial situations. You will help them choose the best insurance products that fit their requirements.2. Policy Explanation: Clearly explain different types of insurance policies, including life, health, and property insurance, to clients, helping them make informed decisions.3. Sales Presentation: Conduct presentations and meetings to promote insurance products, using effective communication skills to engage potential customers and address their queries.4. Follow-up: Maintain contact with clients after sales to ensure satisfaction and provide ongoing assistance with claims or policy changes.5. Market Research: Stay updated on the latest insurance trends and regulations to offer accurate advice and identify new opportunities for sales.The ideal candidate should have completed at least the 12th grade and possess strong communication and interpersonal skills. A proactive attitude, eagerness to learn, and the ability to build relationships with clients are essential for success in this role. You should also be comfortable working from the office and be prepared to work as part of a team to achieve collective goals.

Billing person required timing will be 12pm to 10pm should have knowledge of tally we can give training

Key ResponsibilitiesLoan Disbursement ManagementProcess loan disbursement cases as per approved sanction terms and conditions.Verify completeness of loan documentation before disbursement.Ensure compliance with sanction conditions, deviations, and approval matrix.Execute single and tranche disbursements for under-construction and ready properties.Review customer contribution and margin money compliance prior to disbursement.Documentation & ComplianceVerify KYC, income, legal, technical, and property-related documents.Ensure execution of loan agreements, demand promissory notes, ECS/NACH mandates, and other statutory documents.Validate all pre-disbursement conditions (PDCs) stipulated by Credit and Risk teams.Ensure adherence to NHB, RBI, Audit, and internal compliance guidelines.System OperationsProcess loan booking and disbursement in LOS/LMS/Core Lending Systems.Maintain accurate customer and loan records.Upload and verify documentation in digital repositories.Coordinate with Sales, Credit, Legal, Technical, and Finance teams for seamless processing.Risk & Quality ControlConduct maker-checker validations as per process guidelines.Identify discrepancies and escalate exceptions before disbursement.Ensure fraud prevention controls and compliance checks are completed.Support internal and external audits by providing required records and reports.Vendor & Stakeholder CoordinationCoordinate with builders, channel partners, customers, legal agencies, and technical vendors for disbursement readiness.Resolve disbursement-related queries and exceptions within defined TATs.Monitor pending disbursement cases and follow up for document deficiencies.MIS & ReportingPrepare daily, weekly, and monthly disbursement MIS reports.Track disbursement pipeline and productivity metrics.Support management reviews with process and performance reports.Key Performance Indicators (KPIs)Disbursement TAT adherence.Disbursement accuracy (% error-free transactions).Audit and compliance scores.Portfolio quality from documentation perspective.Exception handling and closure timelines.Customer and stakeholder satisfaction.Eligibility CriteriaEducationGraduate in Commerce, Finance, Business Administration, Banking, or related discipline.MBA/PGDM preferred.ExperienceHaving experience in Loan Operations, Credit Operations, or Disbursement functions within HFC, NBFC, or Banking sectors.Experience in Home Loans, LAP, Mortgage Loans, or Retail Assets preferred.Required SkillsTechnical SkillsKnowledge of Home Loan and Mortgage Disbursement processes.Understanding of legal, technical, and credit documentation.Familiarity with LOS, LMS, and banking systems.Strong knowledge of compliance and operational controls.Behavioural SkillsAttention to detail.Analytical and problem-solving skills.Stakeholder management.Process orientation.Communication and coordination skills.Ability to work under strict TAT-driven environments.Preferred ExperienceExperience in centralized disbursement operations.Exposure to digital disbursement journeys and workflow automation.Knowledge of NHB and RBI operational guidelines applicable to Housing Finance Companies.Experience handling high-volume retail loan disbursements.

As a Life Insurance Agent based in Delhi NCR, your primary role will be to guide clients through the various life insurance options available to them. You will help individuals and families secure their financial future by offering tailored insurance solutions. Key Responsibilities:- Client Consultation: Meet with clients to assess their insurance needs and provide personalized insurance solutions based on their requirements and financial goals.- Policy Presentation: Present life insurance policies clearly and informatively, ensuring clients understand coverage details, benefits, and costs.- Building Relationships: Develop and maintain strong relationships with clients to ensure client satisfaction and foster long-term loyalty.- Market Research: Stay updated with market trends and competitors to better advise clients and improve sales strategies.- Documentation Management: Manage all necessary documentation for policy applications, renewals, and client records accurately and efficiently.- Sales Performance Tracking: Monitor and analyze sales performance and client feedback to improve sales tactics and achieve targets.Required Skills and Expectations:Candidates should possess excellent communication and interpersonal skills to build rapport with clients effectively. A customer-centric approach is essential to ensure clients feel valued and understood. Candidates must demonstrate a strong understanding of insurance products and the ability to explain complex information clearly. Attention to detail is crucial for managing documentation accurately. Proficiency in basic computer applications and the ability to work independently in a fast-paced environment will greatly contribute to your success as a Life Insurance Agent. Additionally, candidates should hold a bachelor's degree in relevant fields such as B.A, B.Com, or B.Sc, with 1-5 years of experience in sales or a related area.

Hiring: Insurance Advisors - Axis Max Life InsurancePosition: Insurance AdvisorCompany: Axis Max Life InsuranceLocation: Visakhapatnam (Vizag)Employment Type: Part-Time / Full-TimeReporting To: Sales Manager Job RoleWe are looking for motivated and ambitious individuals to join our team as Insurance Advisors. As an Insurance Advisor, you will help customers understand their financial protection and insurance needs and recommend suitable life insurance solutions. Key Responsibilities- Identify and connect with potential customers.- Understand customers financial goals and insurance requirements.- Explain suitable life insurance plans and benefits.- Build and maintain strong customer relationships.- Generate leads through personal networks, references, and digital channels.- Follow up with prospects and convert leads into customers.- Provide ongoing service and support to existing customers.- Achieve monthly business and activity targets.- Attend regular training and team meetings. Who Can Apply?- Minimum qualification: 12th Pass / Graduate- Freshers and experienced candidates can apply.- Good communication and interpersonal skills.- Basic knowledge of smartphones and WhatsApp.- People interested in sales, finance, insurance, or business development.- Self-motivated individuals with a willingness to learn. What We Offer- Attractive commission-based income- Performance-based incentives and rewards- Professional training and guidance- Flexible working opportunities- Opportunity to build your own customer network- Career growth opportunities- Recognition for high performers- Support from an experienced Sales Manager Ideal ForStudents Working Professionals Business Owners Homemakers Retired Professionals Sales Professionals FreshersInterested? Send your Name + Qualification + Location + Contact Number Contact: P. Dinesh Kumar 8179556368Sales Manager - Axis Max Life Insurance

We are looking for a motivated and skilled Equity Dealer to join our team in Nashik. In this full-time role, you will be responsible for executing buy and sell orders for equities while providing excellent service to our clients.Key Responsibilities:- Execute Trades: You will carry out buy and sell orders in the stock market, ensuring all transactions are completed accurately and promptly. This requires attention to detail and understanding of market conditions.- Monitor Market Trends: You will keep an eye on market movements and trends to provide timely advice to clients. Staying updated with financial news is crucial to help clients make informed decisions.- Client Communication: Regularly communicate with clients about market trends, product offerings, and trade status. Good communication skills are necessary to build and maintain strong relationships.- Risk Management: You will assess trade risks and suggest suitable risk mitigation strategies to clients. This involves understanding the client's risk appetite and providing suitable options.- Reporting: Prepare daily, weekly, and monthly reports on trade activity and market trends to assist management in evaluating performance. Clear reporting is essential for tracking trading performance.Required Skills and Expectations:Candidates should have strong analytical skills and a good understanding of financial markets. Previous experience in equity trading or a similar role is preferred for candidates with 1 to 7 years of experience. A degree in finance or related field is advantageous. Effective communication skills are needed to liaise with clients, and a commitment to continuous learning about market trends is expected.

We are looking for a motivated and passionate female Fundraiser to join our team in Thane. This is a full-time position for individuals with 0 to 2 years of experience who are eager to make a difference.Key Responsibilities:- Engage with Donors: You will reach out to existing and potential donors to inform them about our causes and encourage contributions. Building good relationships is essential.- Organize Fundraising Events: Plan and execute fundraising events to raise money for our initiatives. This includes coordinating logistics, promoting the events, and managing participants.- Conduct Outreach Campaigns: Create and implement outreach campaigns to raise awareness about our organization and its needs. This can involve social media, email, and phone outreach to potential supporters.- Maintain Donor Records: Keep accurate and updated records of donations, including donor information and amounts contributed. This will help us track our progress and thank donors appropriately.- Collaborate with Team Members: Work closely with other team members to align fundraising efforts with organizational goals and share ideas for improvement.Required Skills and Expectations:Candidates should possess strong communication skills, both verbal and written, to effectively convey our mission to donors. You must be enthusiastic and friendly, as building relationships is key to success. Basic computer skills are also important for managing records and outreach. A positive attitude and willingness to learn are essential qualities. Organization and time management skills will help you balance multiple tasks effectively.

As an Equity Dealer, you will play a vital role in executing trades and managing equity investments for our clients.Key Responsibilities:- Execute Trades: You will buy and sell stocks on behalf of clients, ensuring that all transactions are completed accurately and efficiently.- Market Research: Conduct in-depth analysis of market trends, economic factors, and investment opportunities to provide informed recommendations.- Client Communication: Maintain regular communication with clients to discuss market developments and their investment portfolios, ensuring they are informed about their positions.- Trade Monitoring: Continuously monitor trades and market movements to minimize risks and maximize returns, adjusting strategies as necessary.- Compliance Adherence: Ensure all transactions comply with regulatory requirements and company policies to maintain integrity and transparency in trading activities.- Reporting: Prepare and present detailed reports on trading performance and market insights, which will help clients make informed decisions.Required Skills and Expectations:You should possess strong analytical skills and a good understanding of stock markets to succeed in this role. Excellent communication skills are essential for interacting with clients and providing them with up-to-date information. Proficiency in trading software and tools is expected, along with the ability to work well under pressure and make quick decisions. A minimum of 1 year and up to 7 years of relevant experience in trading or a related field is required. A degree in finance, economics, or a related field will be considered advantageous.

As an Insurance Advisor, you will be responsible for helping clients understand different insurance products and advising them on suitable options based on their needs. You will play a critical role in building relationships and ensuring customer satisfaction.Key Responsibilities:- Client Consultation: Meet with clients to assess their insurance needs, understanding their personal or business requirements to provide tailored advice.- Product Knowledge: Maintain up-to-date knowledge of various insurance policies, including health, life, and property insurance, to offer accurate information.- Policy Recommendations: Analyze client information and recommend appropriate insurance policies that best suit their requirements and financial situation.- Documentation Assistance: Help clients with the documentation process, ensuring all necessary paperwork is completed accurately and submitted on time.- Customer Support: Provide ongoing support to clients, addressing any questions or concerns they may have about their policies or claims processes.- Sales and Performance Tracking: Monitor sales performance and client feedback to continuously improve service offerings and meet sales targets.Required Skills and Expectations:- Strong communication skills, allowing you to explain complex insurance concepts clearly to clients.- A customer-centric mindset, focusing on building long-term relationships and providing excellent service.- Basic computer skills, including proficiency in using email and office software for record-keeping and communication.- A motivation to learn about the insurance industry and a desire to develop your career in this field.- Ability to work effectively in a part-time capacity, adapting to the office environment while being reliable and punctual.

We are seeking a motivated and friendly Personal Relation Officer to join our team in Lucknow. In this role, you will be the first point of contact for our clients, helping them build lasting relationships with our company. Key Responsibilities:- Client Interaction: Engage with clients through phone calls and face-to-face meetings to understand their needs and concerns.- Relationship Building: Develop and maintain positive relationships with clients to ensure their satisfaction and loyalty to the company.- Problem Solving: Address client issues or inquiries promptly, providing effective solutions to enhance their experience.- Feedback Collection: Gather client feedback regularly to understand their preferences and improve service quality.- Documentation: Maintain accurate records of client interactions and update them consistently to keep track of their needs and feedback.- Promoting Services: Educate clients about our services and products, demonstrating how they can benefit from them.Required Skills and Expectations:- Excellent communication skills, both verbal and written, are essential for effective interaction with clients.- Strong interpersonal skills to build positive relationships and portray a friendly demeanor.- Ability to solve problems efficiently and think on your feet when addressing client inquiries.- Basic computer skills for record-keeping and documentation purposes.- A positive attitude and a willingness to learn are crucial, especially for candidates with limited experience.- Preference for female candidates who can work full-time in the office.

As a Branch Manager, you will oversee the daily operations of our branch, ensuring that all activities run smoothly and efficiently. Your leadership will inspire the team to achieve targets while maintaining excellent customer service standards.Key Responsibilities:- Managing Operations: You will coordinate all branch activities, ensuring compliance with company policies, procedures, and regulatory requirements.- Team Leadership: You will lead a team of employees, providing guidance and support to help them meet their individual and team goals.- Customer Service: You will ensure that all customers receive high-quality service, addressing complaints and resolving issues promptly.- Sales and Business Development: You will identify opportunities to increase branch sales and improve business performance, implementing strategies to achieve growth.- Financial Management: You will monitor the branchs financial performance, preparing reports to ensure profitability and cost-effectiveness.- Training and Development: You will be responsible for training new team members and fostering their professional development to enhance overall branch performance.Required Skills and Expectations:You should have a professional degree and at least five years of relevant experience in branch management or retail operations. Strong leadership and communication skills are essential for guiding your team and interacting with clients. You must be adept at problem-solving and decision-making, with a focus on achieving business objectives. Proficiency in financial management and sales strategies is also required. An understanding of the local market in Papua New Guinea will be a significant advantage.

We are hiring a responsible and dynamic Field Loan Officer (FLO) for L&T Finance.Key Responsibilities: Identify new villages for business expansion. Conduct feasibility studies based on customer demographics, activities and financial needs. Identify potential customers and form Joint Liability Groups (JLGs). Assist customers in completing loan application forms. Verify customer residence and business details. Conduct KYC verification and collect required documents. Provide pre-disbursement training and develop customer relationships. Assist in loan disbursement activities and documentation. Collect current loan dues from customers as per schedule. Deposit collected funds and complete required collection entries.Eligibility: Graduation required. Experienced candidates will be preferred. Freshers can also apply. Candidates should be comfortable with field work and travelling. Work location will be assigned at least 50 KM away from the candidate's home location.Company: L&T FinanceJob Role: Field Loan Officer (FLO)

Key Responsibilities:Business to Business overdue payments collection.Follow up on outstanding invoices through Calling and coordination with internal teams.Build and maintain strong relationships with clients to ensure smooth collections.Negotiate payment plans and settlements in line with company policies.Track and update collection status in the system on a daily basis.Handle disputes and escalate unresolved issues to the management.Ensure adherence to legal and compliance guidelines during collections.Meet monthly collection targets and performance benchmarks.Coordinate with sales and accounts teams for reconciliation.Key Requirements:Education: Graduate (any discipline)Experience: 6 MONTHS TO 3 YEARS Strong negotiation and communication skillsAbility to handle difficult conversations professionallyBasic understanding of finance and invoicingSkills Required:Negotiation & persuasionRelationship managementProblem-solving attitudeTime managementBasic computer knowledge (Excel / CRM tools)Key Performance Indicators (KPIs):Collection target achievementReduction in overdue accountsClient satisfaction & retention

Job description Acquiring and retaining Customers Finding leads and interested Customers Partly Marketing Follow up with Sales to get new customers for the business growth Focus on Customer Relationship Management Handling Accounts Developing, implementing and maintaining efficient finance system

We are seeking an Equity Dealer to join our team in Karad. This role involves active participation in buying and selling stocks in the financial markets, ensuring efficient trading practices, and maintaining client relationships.Key Responsibilities:- Executing Trades: Conduct buy and sell transactions for clients' portfolios, ensuring timely and accurate execution to achieve the best possible prices.- Market Analysis: Monitor market trends and news to provide informed recommendations and updates to clients on potential investments.- Client Communication: Build and maintain strong relationships with clients by providing regular feedback and updates on their investments and market conditions.- Portfolio Management: Assist clients in managing their investment portfolios by analyzing their performance and suggesting necessary adjustments.- Compliance Adherence: Ensure all trading activities comply with regulatory requirements and company policies, minimizing risk and maintaining integrity.- Performance Reporting: Prepare and present performance reports for clients, summarizing investment outcomes and strategies.Required Skills and Expectations:Candidates should have 1 to 7 years of experience in equity trading or a related field. A thorough understanding of the stock market and investment strategies is essential. Strong analytical skills are necessary for market analysis, alongside effective communication skills for dealing with clients. Familiarity with trading platforms and software is preferred. The ideal candidate will be proactive, detail-oriented, and able to work under pressure in a fast-paced environment while demonstrating integrity and professionalism in all dealings.

- Prepare and submit interim bills, running account bills (RAs) and final bills based on project progress and contract terms.- Coordinate with site engineers and project teams to verify work done, measurements, and quantities to support billing.- Review subcontractor/vendor billing claims and supporting documentation to ensure alignment with work orders and BOQs (Bill of Quantities).- Maintain accurate records of billings and supporting documents such as measurement sheets, material usage, change orders, retention summaries and payment certificates.- Monitor and report on outstanding bills, pending certifications, retention recoveries and billing status to project management and finance.- Ensure invoices/bills comply with the contractual conditions (payment terms, retention, scope of work, variation orders) and statutory requirements like GST, TDS etc.- Use billing/ERP software and MS Excel to prepare billing schedules, track billing vs project progress and assist in periodic billing reconciliations.- Liaise with procurement, accounts and project teams to capture billing data, update change orders, validate vendor bills and ensure there are no gaps in documentation.- Resolve basic billing queries from clients, consultants, subcontractors or internal teams escalate more complex disputes to senior billing/engineering staff.- Assist in preparation of monthly billing reports and dashboards showing billing achieved, outstanding billing, delays, and cash-flow implications.

-Make outbound calls to prospective customers-Explain product features, benefits, and eligibility clearly and accurately.-Identify customer needs and recommend suitable insurance products-Handle customer queries and objections with professionalism and empathy.-Maintain records of calls, leads, and follow-ups in the company CRM system.-Ensure conversion of qualified leads into sales or appointments for field advisors.-Follow up on policy renewals, premium payments, and documentation-Meet or exceed daily/weekly/monthly call and sales targets.-Maintain a positive brand image and provide excellent customer service at all times.-Adhere to company policies, compliance norms.