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

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

Preparation, verification, and certification of Contractor RA Bills and Final Bills.Review and measurement of work executed at site as per approved drawings and BOQ.Preparation of quantity reconciliation and billing reports.Verification of subcontractor bills, material reconciliation, and work completion records.Maintain records of billing documents, measurement sheets, and payment certifications.Coordinate with Site Engineers, Project Managers, Consultants, and Accounts teams for timely bill processing.Ensure compliance with contractual terms, work orders, and payment schedules.Monitor project costs and assist in cost control measures.Prepare and update billing MIS reports on a regular basis.Assist in project audits and resolve billing-related discrepancies.Follow up for bill approvals and payment releases.

Job Description - Debt Recovery Agent (DRA)PositionDebt Recovery Agent (Field Executive)CompanyLORAX Financial Services Pvt. Ltd.Job LocationKolkata, West Bengal (Field-Based)Additional opportunities may be available across West Bengal and Assam.Employment TypeFull-Time

We are looking for a Financial Executive to join our team in Gadarwara Narsinghpur. This entry-level position is ideal for someone keen to start their career in finance and is open to learning and growing in a supportive environment. Key Responsibilities:1. **Financial Data Management**: You will assist in maintaining accurate financial records, including receipts, invoices, and transactions to ensure that all data is correctly entered and organized.2. **Reporting**: You will help prepare financial reports that summarize financial status, track company spending, and assist in budget planning.3. **Customer Interaction**: Engage with clients to resolve financial inquiries and support them in transactions.4. **Assisting with Audits**: Support the auditing process by providing necessary documents and information as required.5. **Team Collaboration**: Work closely with other team members to ensure smooth financial operations and contribute to decision-making processes.Required Skills:A successful candidate will have basic knowledge of finance and accounting principles. Strong attention to detail is essential for accuracy in data handling. Good communication skills will help you interact effectively with clients and team members. A willingness to learn and a positive attitude are key traits we are looking for.Expectations:You should be male, a 12th-grade graduate, and possess a genuine interest in finance. This full-time role requires you to work from our office and be ready to engage in various tasks that will enhance your financial expertise. Previous experience is not necessary, making it perfect for freshers. call now 9329082836

Job Role: Banking KYC Executive - Axis BankKey ResponsibilitiesVerify customer identity and address documents as per RBI guidelines.Collect, check, and process KYC documents for new and existing customers.Update customer information and KYC records in the bank's systems.Ensure all account opening forms and supporting documents are complete and accurate.Contact customers to obtain pending documents or clarify discrepancies.Conduct periodic KYC renewals and customer due diligence (CDD).Identify and escalate suspicious or non-compliant transactions as per AML policies.Coordinate with branch staff and operations teams to resolve KYC-related issues.Maintain confidentiality and ensure compliance with internal policies and regulatory requirements.EligibilityGraduate in any discipline (preferred).Freshers and experienced candidates can apply.Good communication and interpersonal skills.Basic knowledge of banking operations and KYC norms.Basic computer skills (MS Office and data entry).

We are seeking a motivated and detail-oriented female Financial Specialist to join our team in Sealdah, Kolkata. This entry-level position is perfect for someone looking to start a career in finance, requiring a minimum of a 12th-grade education.Key Responsibilities:1. **Data Entry**: Accurately input financial data into our systems to ensure precise record-keeping and reporting.2. **Financial Analysis**: Assist in analyzing financial statements and reports to identify trends and support decision-making.3. **Reporting**: Prepare monthly and quarterly reports summarizing financial performance and assist in presentations as needed.4. **Customer Support**: Communicate with clients and vendors regarding financial inquiries, payments, and account updates.5. **Compliance**: Ensure all financial practices adhere to regulations and company policies, maintaining the integrity of financial operations.Required Skills and Expectations:Candidates must possess strong attention to detail and excellent organizational skills. Proficiency in basic accounting principles and familiarity with financial software will be beneficial. Strong analytical skills are essential, along with an ability to work both independently and as part of a team. Excellent communication skills, both written and verbal, are critical for interacting with colleagues and clients. A proactive approach and willingness to learn will enhance success in this role.

Job Role: Banking KYC Executive - Axis BankKey ResponsibilitiesVerify customer identity and address documents as per RBI guidelines.Collect, check, and process KYC documents for new and existing customers.Update customer information and KYC records in the bank's systems.Ensure all account opening forms and supporting documents are complete and accurate.Contact customers to obtain pending documents or clarify discrepancies.Conduct periodic KYC renewals and customer due diligence (CDD).Identify and escalate suspicious or non-compliant transactions as per AML policies.Coordinate with branch staff and operations teams to resolve KYC-related issues.Maintain confidentiality and ensure compliance with internal policies and regulatory requirements.EligibilityGraduate in any discipline (preferred).Freshers and experienced candidates can apply.Good communication and interpersonal skills.Basic knowledge of banking operations and KYC norms.Basic computer skills (MS Office and data entry).

Job Role: Banking KYC Executive - Axis BankKey ResponsibilitiesVerify customer identity and address documents as per RBI guidelines.Collect, check, and process KYC documents for new and existing customers.Update customer information and KYC records in the bank's systems.Ensure all account opening forms and supporting documents are complete and accurate.Contact customers to obtain pending documents or clarify discrepancies.Conduct periodic KYC renewals and customer due diligence (CDD).Identify and escalate suspicious or non-compliant transactions as per AML policies.Coordinate with branch staff and operations teams to resolve KYC-related issues.Maintain confidentiality and ensure compliance with internal policies and regulatory requirements.EligibilityGraduate in any discipline (preferred).Freshers and experienced candidates can apply.Good communication and interpersonal skills.Basic knowledge of banking operations and KYC norms.Basic computer skills (MS Office and data entry).

Job Role: Banking KYC Executive - Axis BankKey ResponsibilitiesVerify customer identity and address documents as per RBI guidelines.Collect, check, and process KYC documents for new and existing customers.Update customer information and KYC records in the bank's systems.Ensure all account opening forms and supporting documents are complete and accurate.Contact customers to obtain pending documents or clarify discrepancies.Conduct periodic KYC renewals and customer due diligence (CDD).Identify and escalate suspicious or non-compliant transactions as per AML policies.Coordinate with branch staff and operations teams to resolve KYC-related issues.Maintain confidentiality and ensure compliance with internal policies and regulatory requirements.EligibilityGraduate in any discipline (preferred).Freshers and experienced candidates can apply.Good communication and interpersonal skills.Basic knowledge of banking operations and KYC norms.Basic computer skills (MS Office and data entry).

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

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.

Primary Responsibilities: Customer Engagement: Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. Call handling as per defined standards. Accurate resolution for customer queries. Promoting Digital Banking services for a superior customer service experience. Profiling of customers in order to aid right cross-servicing of Bank products Accurate logging and resolution of complaints. Attrition control of customers. Regular interactions with the customers and pro-actively assessing customer needs. Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc. Ensure portfolio quality of relationship while racing considering eligibility. Monitor large amount movements and account closure from the deposit accounts. Ensure retention of customers Achievement of portfolio parameters: Meet the defined objectives of the Portfolio managed by the respective VRM Sales: Right cross-sell of products basis profiling and engagement. Penetration of products across groups. Sales across all product segments-TPP, Assets, Cards etc. Acquiring & grouping of all related IDs of the Primary ID. Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow. Ensure Staff are trained on product knowledge and requisite certifications. Income to be generated at a customer level. Interaction Quality: Achieve Quality benchmarks defined from time to time. Complete and accurate capture of call interactions, including profiling thereby aiding relationship management. Audit and Service Quality Ensure all laid down system and process are followed as stipulated by Audit and Senior Management Ensure accurate and timely submission of financial transactions & requests. Adherence to set processes of updating customer interactions in CRM next. MIS Reporting: Ensure timely submission

As a Recovery Executive, you will play a crucial role in maintaining the financial health of the organization by ensuring timely payment collection from clients. Your responsibilities and expectations will include:**Key Responsibilities:**1. **Contact Clients for Payment Collection** Reach out to clients to remind them of outstanding payments through calls and emails, ensuring a professional and courteous approach.2. **Maintain Payment Records** Keep accurate and up-to-date records of all payment transactions and client communications to track progress and follow-up effectively.3. **Resolve Payment Issues** Address any client concerns or disputes regarding payments promptly and efficiently, working towards mutually agreeable solutions.4. **Prepare Reports** Regularly generate and submit reports on collection status, outstanding amounts, and any issues encountered, providing insights for management decisions.5. **Follow Up on Payment Promises** Keep track of payment commitments made by clients and follow up as necessary to ensure they are fulfilled.**Required Skills and Expectations:**- Candidates should have a minimum of 2 to 4 years of experience in a similar role, ensuring familiarity with collection processes.- A degree in B.A, B.C.A, or B.Com is required, demonstrating a foundational understanding of finance or business.- Strong communication skills are essential for effectively interacting with clients and addressing their payment-related concerns.- Ability to work independently from home, managing your time efficiently and using technology for communication and record-keeping.- A proactive attitude towards problem-solving, demonstrating readiness to tackle challenges as they arise.

We are looking for a Branch Relationship Manager in Bhopal, India, who will foster strong relationships with clients and enhance their banking experience. The ideal candidate should have 1 to 3 years of experience and be a graduate. This is a full-time position that requires working from the office.The Branch Relationship Manager will be responsible for building and maintaining customer relationships, ensuring excellent service and satisfaction. You will engage with clients to understand their banking needs and provide appropriate solutions. Another key responsibility is identifying opportunities for cross-selling bank products to enhance customer loyalty and branch performance. You will also assist in resolving customer complaints promptly and effectively, helping to improve overall customer trust in the bank.To succeed in this role, candidates should possess strong communication and interpersonal skills to connect with clients easily. A good understanding of banking products and services is preferred, along with a proactive approach to seeking opportunities. The ability to work independently and as part of a team is crucial. Candidates must demonstrate a strong customer-oriented mindset, focusing on enhancing the customer experience in every interaction. Additionally, basic computer skills and familiarity with banking software will be beneficial. A positive attitude and a willingness to learn will help you thrive in this dynamic role.

We are looking for a dedicated Collection Officer to join our team in Chhindwara, India. This entry-level position is ideal for individuals who are eager to start their career in finance and collections.Key Responsibilities:- **Debt Collection**: Reach out to customers to collect outstanding payments. You will communicate via phone, email, and sometimes in person to remind them of their obligations.- **Account Management**: Maintain detailed records of customer interactions. You will track payment plans and make notes on any conversations to ensure follow-up actions are completed.- **Customer Support**: Provide assistance to customers regarding their accounts. You will answer queries related to billing and help them understand their payment options.- **Reporting**: Prepare reports on collection efforts and present them to your supervisor. You will document your progress and highlight any challenges faced during the collection process.Required Skills and Expectations:The ideal candidate should have a high school diploma and good communication skills. You must be able to handle phone calls professionally and maintain a positive attitude while dealing with customers. Basic computer skills are essential for documenting conversations and managing accounts. Attention to detail is crucial, as you will need to accurately track payments and follow up efficiently. A motivated mindset and a willingness to learn will help you succeed in this role.