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

Process Transactions: Scan items, enter price codes, and accept cash, credit, debit, or digital wallet payments.Handle Cash Drawer: Count and balance the cash drawer at the start and end of each shift, giving correct change and printing daily reports.Customer Service: Greet customers, answer product questions, and guide shoppers through checkout.Returns and Exchanges: Process merchandise returns, issue store credit or refunds, and resolve complaints.HR GUPISON-9395443146

Key ResponsibilitiesFinancial Modeling & Forecasting: Develop complex models to project revenue, expenses, and future financial performance.Reporting & Analysis: Prepare monthly, quarterly, and annual financial reports, including variance analysis (actual vs. budgeted).Decision Support: Provide data-driven insights to senior management to guide strategic planning and capital allocation.Profitability Improvement: Identify cost-saving opportunities and analyze trends to boost profitability.Data Consolidation: Gather and analyze data from multiple departments to assess company stability and liquidity.

People Management-Executive AdvisorCompany: Kotak Mahindra LifeLocation: Kotak Mahindra Life, Upper Ground floor, Himalaya House, KG Marg, CP, New Delhi -110001.Work Arrangement: Work from Office/HybridExperience: 20+ YearsCompensation & Benefits: Executive-Level Compensation: An attractive and competitive compensation package alignedwith market standards. Provident Fund (PF), gratuity, bonus and health benefits. Flexible work arrangements and working hours. Domestic and international recognition and travel opportunities. Comprehensive onboarding and professional development programs. Collaborative and growth-oriented work environment.About the RoleKotak Mahindra Life is seeking accomplished and experienced professionals to join as ExecutiveAdvisor - Talent Acquisition & People Management.To clarify upfront, this is not an insurance policy selling role. The opportunity is designed forexperienced professionals who can acquire talent, build, guide, and manage large teams while creatinglong-term value and impact. This role will be further graduated to become chief partner.Key ResponsibilitiesStrategic Leadership Drive scaling-up initiatives through effective leadership, talent acquisition, and peoplemanagement. Identify growth opportunities and contribute to business development strategies. Support organizational transformation, innovation, and continuous improvement initiatives.Talent Acquisition and People Management Acquire talent, build, mentor, and manage large teams. Coach and guide team members to achieve personal and professional goals. Support succession planning and leadership chain development.Stakeholder Engagement Build and maintain strong relationships with internal and external stakeholders. Utilize your network to promote business development. Represent the organization at all forum with professionalism, integrity, and credibility.Candidate ProfileEducational Qualifications Graduate/Postgraduate degree from a recognized institution. Professional certifications in People Management will be an added advantage.Experience 20+ years. Proven track record of leading large teams and delivering measurable results.

We are looking for a motivated Collection Agent to join our team in Ghansoli, Navi Mumbai. This is a full-time position suitable for candidates with little to no experience who have completed their 12th grade.As a Collection Agent, you will be responsible for contacting customers to collect outstanding payments and resolve any payment issues. Key Responsibilities:1. Contact Customers: Reach out to customers via phone and email to remind them of overdue payments and discuss repayment options.2. Maintain Records: Keep accurate records of all communication with customers to track payment progress and reference future discussions.3. Resolve Issues: Address questions and concerns from customers about their bills or payments, working to find satisfactory solutions.4. Follow Up: Regularly follow up with customers who have not made payments, ensuring consistent communication to encourage timely payments.Required Skills and Expectations:Candidates should possess strong communication skills, both verbal and written, with the ability to converse confidently with customers. A good understanding of basic computer applications can be beneficial. You should also be detail-oriented to maintain accurate records and remain organized when managing calls and follow-ups. Being patient and empathetic towards customers is essential, as they may be experiencing financial difficulties. A willingness to learn and adapt in a fast-paced environment is important for success in this role.

As a Branch Manager, you will oversee daily operations and ensure the branch runs smoothly. Your leadership will be essential in reaching our goals and maintaining high customer satisfaction.Key Responsibilities:- Manage Daily Operations: Ensure that all branch activities are carried out effectively and efficiently to meet organizational standards.- Lead a Team: Guide and motivate branch staff to improve performance, encouraging teamwork and professionalism.- Customer Service Excellence: Focus on providing outstanding services to customers, addressing their needs and resolving any issues that may arise.- Achieve Sales Targets: Set and pursue sales goals for the branch, developing strategies to attract and retain customers.- Monitor Financial Performance: Regularly review financial reports and metrics to assess branch performance and implement corrective actions as needed.- Maintain Compliance: Ensure that all branch activities comply with legal and regulatory requirements, following internal policies and procedures.Required Skills and Expectations:You should possess strong leadership and communication skills, enabling you to effectively lead a team and interact with customers. Experience in managing a team in a retail or service-focused environment is a plus. You must be able to analyze financial data, make informed decisions, and identify areas for improvement. A proactive approach with problem-solving skills is essential, along with a commitment to deliver high-quality customer service. A positive attitude and the ability to work collaboratively within a team are also expected.

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

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.

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.

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.

As a Billing Incharge, you will play a crucial role in managing the billing processes efficiently to ensure accurate and timely invoicing. Your responsibility will be to maintain financial records and coordinate billing tasks within the office in Ghaziabad.Key Responsibilities:- Invoice Generation: Create and issue invoices to clients promptly after services are rendered, ensuring all details are accurate to avoid payment delays.- Payment Tracking: Monitor and track incoming payments from clients, updating records to reflect payment status and following up on overdue accounts.- Dispute Resolution: Address billing inquiries and discrepancies raised by clients, working to resolve issues quickly and maintaining positive relationships.- Record Keeping: Maintain organized records of all billing transactions and communications with clients to ensure easy access for audits and future references.- Reporting: Prepare regular reports on billing activities, outstanding accounts, and revenue to assist management in financial planning and decision-making.Required Skills and Expectations:Candidates should possess excellent numerical and analytical skills to manage billing efficiently. Strong attention to detail is essential to prevent errors. Good communication skills are required for interacting with clients and resolving queries. Familiarity with billing software and MS Excel is expected. A commitment to accuracy and timeliness is crucial, along with a professional attitude in the workplace. Some prior experience in billing or finance roles, ranging from 1 to 3 years, is preferable for this position.

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.

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.

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

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 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.

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