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

Banking, credit, and other investment managers plan, organize, direct, control, and evaluate the activities of financial departments within such establishments.Required Candidate profileAge below 50 yearsMin 2 Years of ExperienceAt least a Bachelor/DiplomaExcellent communication skills

Job DescriptionWe are hiring an Insurance Executive for our Gurgaon office. The candidate will be responsible for handling insurance operations, policy servicing, renewals, claims coordination, and client support.Roles & Responsibilities:Handle new insurance policy onboarding and documentationCoordinate with clients for KYC and policy issuanceManage policy renewals and premium follow-upsAssist customers with insurance claim processingCoordinate with insurance companies for policy updates and issue resolutionMaintain client records and update CRM/software regularlyProvide excellent client servicing through calls, emails, and WhatsAppRequired Skills:Good communication skillsBasic knowledge of insurance processesExperience in claims, renewals, or policy servicing preferredProficiency in MS Excel and MS OfficeGood coordination and follow-up skillsPreferred Candidate:Graduate in any stream1-3 years of experience in Insurance/Financial ServicesCandidate should be comfortable working from Gurgaon Location

Min 6 month experience in collection

Loan documents prepared,File collection for jlg loan, civil verification and home enquiry.Duty time- Morning 11:00 to evening 6:00 PMMonday to Saturday (Sunday off)11 paid holiday and fuel allowance

Hiring Insurance Advisors

Kotak Mahindra Life InsuranceJob Description Agency Channel PartnerHiring Location: Kolkata Head OfficeDepartment: Agency / Business DevelopmentReporting to: Cluster Head / Agency ManagerRole SummaryThe Agency Channel Partner will be responsible for building, managing, and expanding the agency sales force forKotak Life Insurance. The role focuses on recruitment, structured training of new hires, team building, and drivingsustainable business growth through the agency channel.Key Responsibilities Source, screen, and onboard sales professionals to strengthen the distribution network and support businessgrowth. Develop and scale a high-performing sales team to achieve assigned business targets. Provide structured training, coaching, and mentoring on products, sales processes, and regulatory compliance. Conduct regular team meetings, refresher trainings, and performance review sessions. Drive business development through agency channel sales initiatives and market outreach activities. Foster a performance-driven culture through incentives, recognition programs, and continuous motivation. Ensure strict adherence to company policies and IRDAI regulatory guidelines. Monitor recruitment pipelines, team productivity, and overall business performance metrics.Eligibility & Experience Graduation in any discipline (mandatory) Candidates without prior life insurance experience will be considered as Freshers Strong interest in recruitment, sales, and team leadership roles English and Hindi speaking proficiency is mandatoryIRDAI Certification & Training IRDAI certification is mandatory before commencement of the probationary training period Candidates who do not hold a valid IRDAI certification will be guided to apply through official company portals Upon successful certification, candidates will proceed to the probationary training phaseProbation & StipendDuring the probationary training period, candidates will be eligible for a stipend linked to business developmentperformance and achievement of defined milestones.Compensation & Incentives Fixed basic salary aligned with business development roles High incentive payouts Fast-track career growth based on team expansion and productivityInterview & Selection Process Initial resume screening Shortlisted candidates will undergo a face-to-face personal interview IRDAI certification (mandatory) Probationary training and onboardConfirm your interview session slot booking

The Billing Engineer will be responsible for preparing project bills, evaluating quantity survey reports, monitoring project costs, and ensuring accurate and timely invoicing. They will collaborate with project managers to track expenses, resolve billing discrepancies, and maintain billing records. The ideal candidate should have a strong background in civil engineering, excellent mathematical and analytical skills, proficiency in billing software, and the ability to work well under pressure to meet deadlines. They should also possess good communication skills to interact with clients and internal teams effectively. The candidate must have at least 5-10 years of experience in a similar role and a graduate degree in civil engineering or a related field. The role is a full-time position based in Mauda, Nagpur, and is open to male candidates only. This is a work from office position.

We are looking for a Credit Underwriter to join our team in Navi Mumbai. The ideal candidate will have 2 to 7 years of experience in credit assessment and analysis. This is a full-time role requiring presence in the office.**Key Responsibilities:**- **Evaluate Credit Applications:** Review loan applications and assess the creditworthiness of individuals or businesses to determine risk levels.- **Analyze Financial Statements:** Examine applicants' financial documents, including income statements and balance sheets, to gauge their financial health and repayment ability.- **Assign Credit Scores:** Use established credit scoring models to assign scores that reflect the risk associated with lending money to applicants.- **Communicate Decisions:** Clearly communicate loan approval or denial decisions to applicants, providing detailed explanations when necessary.- **Maintain Documentation:** Keep thorough records of all assessments and decisions made, ensuring compliance with legal and regulatory standards.- **Collaborate with Teams:** Work closely with sales and risk management teams to help streamline processes and enhance overall efficiency.**Required Skills and Expectations:**Candidates should have strong analytical skills to assess financial data accurately. Proficiency in credit analysis and knowledge of relevant financial regulations are essential. Effective communication skills are crucial for explaining decisions clearly to applicants. Attention to detail is important to ensure accurate evaluations and compliance with standards. The candidate must also have the ability to work independently and manage time effectively within a fast-paced environment. A degree in finance, accounting, or a related field is preferred.

As a Business Coordinator, you will play a vital role in ensuring that our operations run smoothly and efficiently. You will have a variety of tasks that require strong organizational skills and effective communication. Key Responsibilities:- **Coordinate Meetings and Events**: Organize schedules, book venues, and prepare materials to ensure successful meetings and events.- **Manage Administrative Tasks**: Handle daily administrative tasks like filing documents, managing correspondence, and maintaining records to support the team.- **Support Project Management**: Assist in planning and executing projects by tracking progress, deadlines, and deliverables to ensure objectives are met.- **Communicate with Team Members**: Liaise between departments to facilitate clear communication and collaboration, helping to resolve any issues promptly.- **Prepare Reports and Presentations**: Gather data, create reports, and prepare presentations for management to support informed decision-making.Required Skills and Expectations:- Strong organizational skills are essential to keep tasks and projects on track.- Excellent communication abilities will help you convey information clearly to various stakeholders.- Basic knowledge of project management tools and office software (like Microsoft Office) will be necessary.- A proactive attitude and willingness to learn will help you grow in this role.- Candidates should hold a degree in areas like B.A, B.Arch, B.C.A, B.B.A, B.Com, B.Ed, B.Sc, or B.E. We welcome individuals with 0 to 3 years of experience who are eager to contribute to our team's success.

We are seeking a motivated and enthusiastic Branch Relationships Executive to enhance our connections with clients and partners. This entry-level position is ideal for recent graduates who are keen to develop their careers in relationship management.Key Responsibilities:- **Client Interaction:** Engage with clients to understand their needs, address inquiries, and provide support, ensuring a positive experience throughout their journey with us.- **Relationship Building:** Cultivate and maintain strong relationships with existing clients and potential partners, fostering trust and loyalty.- **Data Management:** Accurately maintain client information and interactions in our database, ensuring all records are up to date for effective follow-up.- **Sales Support:** Assist the sales team by providing insights from client engagements and helping to identify opportunities for upselling or cross-selling.- **Reporting:** Prepare regular reports on client interactions and feedback, contributing to the overall strategy for enhancing services and client satisfaction.Required Skills and Expectations:The ideal candidate should hold a graduate degree and possess strong communication and interpersonal skills, enabling effective engagement with diverse clients. A proactive attitude, attention to detail, and the ability to work collaboratively in a team setting are essential. Candidates should be comfortable with data entry and using basic office software. The role requires a willingness to learn and adapt in a fast-paced environment, with a strong desire to contribute to the team

We are seeking a dedicated Collection Officer to join our team in Sanjay Place, Agra. The ideal candidate will manage accounts to ensure timely payments, fostering positive relationships with clients. A graduate with 1-3 years of experience in collections is preferred.Key Responsibilities:1. **Debt Collection**: Reach out to clients via phone, email, or in-person to follow up on overdue payments and resolve any payment issues.2. **Account Management**: Maintain detailed records of all transactions, interactions, and payment agreements. This ensures clear communication and follow-up.3. **Client Relations**: Build strong relationships with clients to encourage timely payments and address their concerns professionally, fostering goodwill while pursuing collections.4. **Reporting**: Prepare regular reports on collection status, outstanding debts, and payment trends to track performance and assist in strategic planning.5. **Negotiation**: Work with clients to negotiate payment plans or settlements, ensuring both their needs and the company

We have a fantastic opportunity with SBI Life Insurance as an Insurance Advisor. This is a work-from-home role.

We are looking for an Estimation Engineer with 5 to 6 years of experience in Valsad. The right candidate will have a Bachelors degree in Engineering and a strong foundation in estimation processes.**Key Responsibilities:**- **Prepare Cost Estimates:** Calculate material, labor, and overhead costs for projects, ensuring accuracy and completeness in pricing.- **Analyze Project Requirements:** Review technical documents and specifications to understand project scopes, allowing for precise estimation.- **Collaborate with Teams:** Work closely with project managers, engineers, and procurement teams to gather necessary data and ensure all aspects of estimates align.- **Assess Risks and Assumptions:** Identify potential risk factors in the estimated costs and project timelines, and provide insights for mitigation.- **Maintain Estimation Databases:** Update and manage cost databases to reflect current prices, helping improve future estimates and project budgeting.- **Document Estimate Reports:** Prepare and present detailed reports on estimates, explaining the assumptions behind cost calculations to stakeholders.**Required Skills and Expectations:**The ideal candidate should possess a strong analytical mindset with excellent mathematical skills. Proficiency in estimation software and tools is essential. Good communication skills are necessary to collaborate with team members and present estimates clearly. A keen understanding of construction materials, methodologies, and market trends is expected. The applicant must also demonstrate the ability to work under pressure and meet tight deadlines effectively. A proactive attitude and problem-solving abilities will be highly valued.

Job Role: Debt recovery Process by calling NPA customer * Raise settlement & Complaints on the CRM tool.* Educate customers about cibil and collect pending amount.* Maintain adequate knowledge levels on products, processes and systemsused* Ensure collection target are met* Skills Required:o Excellent verbal communication skillso Time management skills to manageo Ability to comprehend, capture as well as interpret basiccustomer informationo Strong communication with customero Knowledge of Banking / Credit cards/ Cibil / Loan preferred

We are looking for a motivated Insurance Executive to join our team in Hyderabad. This entry-level position is perfect for individuals who are starting their careers and are eager to learn about the insurance industry.Key Responsibilities:- **Customer Service:** Assist clients with their insurance inquiries, providing accurate and reliable information to help them understand their policies and options.- **Policy Administration:** Help in the preparation and processing of insurance applications, ensuring that documentation is complete and accurate.- **Sales Support:** Support the sales team by coordinating the collection of required documents and following up with clients to finalize sales.- **Record Keeping:** Maintain detailed and organized records of client interactions and policy details for future reference.- **Market Research:** Gather information on industry trends and competitor offerings to assist in improving our services and products.Required Skills and Expectations:Ideal candidates should have a minimum of a 12th-grade education and a strong desire to learn. You should possess effective communication skills, both verbal and written, to engage with clients confidently. Attention to detail is crucial for handling documents accurately. A basic understanding of customer service principles and a positive attitude toward teamwork will help you succeed in this role. Candidates are expected to be punctual, dependable, and ready to work in an office environment. A keen interest in the insurance sector will be beneficial as you progress in your career.

MIS Executive Duties And Responsibilities :Collecting information about the technical requirements that each department must meetDeveloping and evaluating computer systems that satisfy company requirementsSupplying resources and training required for subordinates to install and maintain new software programmesCreating, managing, analysing, and debugging IT systemsInterpreting specifications and creating IT solutions that adhere to all requirements and financial restrictionsAssessing the efficiency of computer systems and enhancing them as necessaryCreating MIS documentation to facilitate efficient operations and simple system upkeepEnsuring the privacy of all customers, employees and company records

Accounts Payable Roles & ResponsibilitiesPost business transactions, process invoices, verify financial data for use in maintaining accounts payable recordsProvide other clerical support necessary to pay the obligations of the organizationMaintain meticulous records of outstanding payablesEnsure the accuracy of an organizations financial documents for payment, auditing and tax purposesProtect businesses against unintentional overpaymentPractice effective monitoring to ensure payments are made to vendors in a timely mannerDay-to-Day DutiesClarify any questionable invoice items, prices or receiving signaturesAssemble and review invoices to be completed for paymentMaintain copies of vouchers, invoices or correspondence necessary for filesType periodic reports and other recordsObtain proper information and/or data regarding invoice paymentsCheck vendor files for any previous payments and assign voucher numbersPrepare vouchers listing invoice number, date, vendor address, item description, amounts and coding per accounting policies and proceduresReconcile bank statementsInput daily bookkeeping and record keepingVerify invoices against purchase orders and ensure goods or services were received before issuing payment to vendorsAccounts Payable Essential SkillsAnalytical skillsDetail oriented and organizedComputation skillsLeadership abilitiesWritten and oral communication skillsProblem solving skills

Job descriptionRole DescriptionThis is a full-time on-site position based in Gurugram for the role of Finance Manager. The individualwill be responsible for overseeing financial planning and analysis, ensuring the accuracy of financialstatements, leading financial reporting, and managing company budgets. The role includesdeveloping and implementing financial strategies, analyzing financial data to support businessdecisions, and ensuring regulatory compliance. The Finance Manager will collaborate with keystakeholders to ensure financial targets are met and identify growth opportunities for the company.Key ResponsibilitiesDevelop complex financial models.Manage capital structuring, cap table maintenance, and equity management systems.Accounting & Financial ReportingOversee the preparation of monthly and annual financial statements in strict adherence toInd AS, IFRS, or US GAAP.Manage daily finance operations, including cash flow forecasting, treasury, and taxReporting.Required Skills & QualificationsEducational Background: MBA(Finance) or equivalent (CPA/CFA) is highly preferred.Experience: 6-12 years in finance domain, with at least 3-5 years with a proven track recordin a Merchant Banking, IPO Advisory, or Boutique Capital Markets firm.Knowledge of Treasury function is mandatory.Strong expertise in Financial Statements and Financial ReportingAdvanced Excel and Power Point skills for creating board-level presentations and financial models.

Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence

Job descriptionThe Mutual Fund Operations Executive will be responsible for handling day-to-dayoperational processes related to mutual fund transactions, documentation, and clientinstructions.Required Candidate profileThe role requires strong attention to detail,effective communication,a client-centric approach to ensure smooth and timely service deliverycapitalplacement02@gmail.comP- 9891750342 W- 7895263093

As a Business Development Executive, your primary responsibility will be to drive business growth by identifying and developing new business opportunities. This will involve prospecting and cold calling potential clients, delivering compelling sales pitches, negotiating and closing deals, conducting market research and competitive analysis, and developing strategic plans to attract new clients and retain existing ones. In addition, you will be responsible for client acquisition, account management, upselling, and cross-selling products and services.

Job Openings for 20 Assistant Manager Jobs with minimum 1 Year Experience in Karur, Chennai, Bhubaneswar, Hyderabad, Visakhapatnam, having Educational qualification of : B.A, B.Com, B.Sc, B.Tech, M.B.A/PGDM, Any Master Degree with Good knowledge in Risk Management, Strategic Communication, Regulatory Compliance, Staff Development, Presentation Skills, Employee Relations, Convincing Power etc.What's App me9493236090Please apply for a job, and book the interview slot https://play.google.com/store/apps/details?id=com.inv.jobtools2025

Hiring for 50 Loan Sales Executive Jobs in Bangalore, Hyderabad, Visakhapatnam, Bhubaneswar, with minimum 1 Year Experience,Required Educational Qualification is : B.A, B.Com, B.Sc, B.E, B.Tech, M.B.A/PGDM, M.Sc, M.Tech with Good knowledge in Loan Marketing, Loan Sale, Loan Sales, Loan Sales Representative, Loans, Home Loans, Business Loan etc.What's App me9493236090Please apply for a job, and book the interview slot https://play.google.com/store/apps/details?id=com.inv.jobtools2025