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2.0 - 6.0 years
0 Lacs
chennai, tamil nadu
On-site
As a bank and account manager, your primary responsibility will be to build and maintain relationships with clients to help them achieve their financial goals. You will be the main point of contact for customers, providing them with personalized financial advice and solutions. This role requires a deep understanding of banking products and services, as well as excellent communication and interpersonal skills. In this position, you will be expected to identify opportunities to upsell or cross-sell additional products to existing clients, while also actively seeking out new business opportunities. You will need to stay up-to-date on industry trends and regulations to ensure compliance and provide the best possible service to customers. Additionally, you will be responsible for analyzing financial data, preparing reports, and developing strategies to improve customer satisfaction and retention. Strong problem-solving skills and attention to detail are essential for success in this role. Overall, as a bank and account manager, you will play a crucial role in helping clients manage their finances effectively and achieve their long-term financial objectives. Your ability to build trust, provide expert guidance, and deliver exceptional customer service will be key to your success in this dynamic and rewarding position.,
Posted 2 days ago
5.0 - 9.0 years
0 Lacs
navi mumbai, maharashtra
On-site
As an Exim Manager in the Export Jewellery / Gems & Jewellery industry located in Navi Mumbai, you will be responsible for overseeing the end-to-end export-import operations. Your role will encompass managing various tasks such as customs clearance, DGFT liaison, documentation, and ensuring regulatory compliance. It is essential for you to possess a comprehensive understanding of international trade regulations, particularly in the gems & jewellery sector. Your key responsibilities will include efficiently managing EXIM documentation for both exports and imports. This will involve handling shipping bills, invoices, packing lists, and coordinating with customs officials, freight forwarders, and CHA agents to ensure timely clearance of goods. Additionally, you will be tasked with managing DGFT-related matters such as EPCG, Advance Authorisation, and filing of necessary applications. Keeping track of export-related MIS, monitoring shipments, and maintaining proper documentation filing will also be part of your daily responsibilities. Furthermore, you will be expected to collaborate with banks for export documentation and tracking realization while staying updated on trade policies, customs duties, and compliance requirements. To excel in this role, you should hold a Graduate or Postgraduate degree in International Business, Commerce, or a related field. A minimum of 5 years of experience in EXIM operations is required, with a preference for candidates with prior experience in jewellery exports and proficiency in MS Office tools. Your success in this position will be supported by your strong knowledge of customs procedures, DGFT policies, and export documentation. Effective communication, coordination, and liaison skills will be crucial for establishing successful working relationships with various stakeholders. If you are seeking a challenging role that will leverage your expertise in export-import operations within the jewellery industry, this opportunity offers a stimulating environment where you can contribute your skills while staying abreast of the dynamic regulatory landscape.,
Posted 2 days ago
0.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Roles and Responsibilities:- Candidate with proven track record from Insurance, Health tech industry in acquiring and managing NBFC clients, B2B sales, Financial Institutions Group. Experience in selling Insurance, VAS to NBFCs, Microfinance Companies, Banks would be preferred. Skill Set & Process Exposure:- Person with strong understanding in NBFCs, MFI and Bank Cross sell business and relationships with NBFCs, MFI, Banks, Fintechs. Show more Show less
Posted 3 days ago
4.0 - 8.0 years
5 - 7 Lacs
Bengaluru, Karnataka, India
On-site
Establish and sustain portfolio of Education Loans by deepening product penetration & creation of new markets Channel Management & Relationship building with Business Partners (Consultants, Banks & Retail Connectors) Tie up with Colleges & Education Institutions for direct acquisition of quality business Ensuring Digital and Physical reach of Business Track and convert all prospects generated, including customer service referrals Coordinating with different stake holders for business growth and expansion. Key Responsibilities Handling a team LSH, BSM & ASMs to achieve the targeted disbursement Educational institutes tie ups to increase partner institutes, managing relationships with schools, Generating business from different channels like aggregators, Test prep centres and Digital - Drive cross-sell of products like insurance. Maintaining team productivity through trainings and performance improvement Training partners on product & policy. Business trend analysis and exploring new avenues to generate more business Recommending process changes in order to improve service efficiency and quality across the assigned area Recommending improvements to processes and policies to drive operational efficiencies and high-quality customer service Leverage in-house synergies through collaboration with internal stakeholders Required Experience At least 12-16 years of relevant sales experience from Education Loan, secured loan and unsecured loan Required Qualification Graduation /MBA (Marketing) Behavioral Competencies Client Relationship Management Team Leader Team Handling Knowledge of Education Loan
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
kozhikode, kerala
On-site
As an Accountant cum HR Assistant at our location in Railway Station Road, Kozhikode, you will be responsible for a diverse set of tasks encompassing accounting, HR, and administrative duties. In the accounting domain, your key responsibilities will include managing GST, TDS, and Softex filings, generating financial reports to facilitate decision-making processes. On the HR and Admin front, you will be instrumental in the recruitment process by handling job postings, interviews, and maintaining employee records. Additionally, you will oversee employee attendance, leave management, and appraisals. Your role will also involve drafting contracts and company policies and establishing effective communication channels with auditors, banks, and service providers. To qualify for this position, you should hold a Bachelor's degree in Accounting or a related field and possess 3-5 years of accounting experience, with prior HR experience considered a bonus. Proficiency in Tally and Microsoft Office is essential, along with excellent communication skills in English. If you are a detail-oriented and organized professional who can seamlessly navigate both accounting and HR functions, we encourage you to apply by submitting your CV for our consideration. Immediate joining is preferred, and experience in IT companies will be an added advantage. Join our team and enjoy the opportunity to grow professionally, work in a dynamic environment, and be a valuable contributor to our organization's success. We look forward to welcoming you aboard!,
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
pune, maharashtra
On-site
As a Finance Consultant, you will be responsible for utilizing your 3-4 years of working experience in the finance department of a manufacturing industry to handle core accounting processes such as AP, AR, Bank/Cash, and Asset accounting. Your expertise will also be required in dealing with internal auditors. To excel in this role, you should hold a graduate/postgraduate degree in Commerce specializing in Accountancy, Finance, or Taxation. Additionally, possessing an S/4 HANA certification would be considered an added advantage. Your soft skills, particularly your communication abilities, should be excellent to effectively interact with stakeholders. In terms of technical skills, you should demonstrate a good understanding and hands-on experience in various SAP/S/4 HANA modules including AR, AP, Bank, Asset accounting, Cost center, internal orders, Profit center accounting, and Segment accounting. Familiarity with SAP FIORI apps and India Localization related to GST, Withholding tax, TCS will be beneficial. With 3-4 years of SAP implementation experience and India Localization exposure, you will be expected to have implemented S/4 HANA version 1809 or higher. Your role will involve E2E implementation and support experience, including conducting workshops with business users, Fit to Standard analysis, cut over, data migration, and integration with other modules like MM, SD, PP. Experience in interface with third-party applications, running business processes using FIORI Apps, and FIORI Apps activation will be advantageous in this position.,
Posted 1 week ago
10.0 - 20.0 years
15 - 30 Lacs
Kolkata, Bengaluru, Mumbai (All Areas)
Work from Office
Drive AUM growth and business expansion across IFAs, Banks, and National Distributors. Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships
Posted 1 week ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
As a Custody Product Delivery Manager at HSBC, you will play a crucial role in planning and executing one functionally aligned pod, supporting key client projects. Your responsibilities will include driving successful delivery through end-to-end leadership, collaboration with business partners, technology groups, external suppliers, market infrastructure, and customers. Your role will involve chairing, facilitating, and presenting updates to review overall progress during change lifecycle stages. You will proactively address risks and issues, ensuring appropriate mitigation and remedial plans while seeking endorsement from key stakeholders. Prioritizing backlogs to balance client and internal initiatives will be essential, fostering a positive, inclusive, and collaborative working environment across disciplines and teams. Your ability to promote agile ways of working, participate in client-facing discussions, manage multiple senior stakeholder groups, and identify opportunities for improvement will be key in this role. You will lead teams toward goals that contribute to the execution of the strategy and build long-term capabilities. To excel in this role, you should possess strong written and verbal communication skills in English, along with proven experience in management and leadership. Knowledge of Custody or wider Post Trade, Equities, or Fixed Income within Securities Services is ideal, along with experience in the capital market industry. Flexibility, initiative, and the ability to manage ambiguity effectively are crucial, as is the ability to work in a matrix environment and influence stakeholders. Your role will also involve strong presentation skills, autonomy in execution, and the ability to thrive in a fast-paced, dynamic environment across different groups and time zones. A sound understanding of IT infrastructure, software development, and experience with business/functional design will further enhance your success in this role. Join HSBC to make a real impact and be valued for your contributions as you help businesses thrive, economies prosper, and people realize their ambitions.,
Posted 3 weeks ago
2.0 - 5.0 years
10 - 20 Lacs
Chennai, Mumbai (All Areas)
Work from Office
What youll do? The Manager/Sr. Manager is responsible for ensuring the company is appropriately and strategically positioned with investors, and all stakeholders. The holder of this job reports to the Senior Vice President-Treasury and is responsible for assisting them in creating the appropriate strategy, framework, and tactics, as well as for providing a very compelling investor relations roadmap. The position requires excellent communication and interpersonal skills. It also requires the ability to carefully manage relationships outside the company in the investor community. The main responsibilities are: Managing debt funding requirements for the company by initiating and managing relationships with Banks, NBFCs, Mutual Funds, Family Offices and other debt capital market players to raise debt financing for KCPL. Raise funds through External Commercial Borrowings from institutional investors Develop a robust investor relations strategy and framework. Raise timely funding for the company keeping in mind the ALM and B plan requirements; and raise structured/tailor made term funding to suit the business needs of the Company. Responsible for creating awareness about the company and amongst the banking and other investor community, as a market making activity. Responsible for preparation of reports on the companys profile and performance and other marketing material and presenting it to the companys current and potential future lenders. Structuring and arranging debt capital via structured finance transactions including Securitizations, Portfolio Buyouts, Covered Bonds, Pooled Bonds and all other debt market products in India. Provide insights on market activity and present them to the leadership team. Analyze and present financial trends, competitor behaviour, shareholder issues, and anything else that could impact the business. Work with legal counsel to ensure compliance on regulatory matters. Who you need to be? The Manager/ Sr. Manager must be a seasoned professional who has extensive experience in generating business results and working with cross-functional teams. The job requires a corporate professional who also has entrepreneurial skills and looks to the future with optimism to envision what could be possible. Success in this role requires collaboration, communication, leadership, and vision. A Masters degree in business, finance, or accounting or CA CFA certification is an asset. 5-7 years of experience dealing with lenders and investors, and a strong track record of creating positive relations with the investor community. Deep knowledge and understanding of the debt capital market, as well as a thorough understanding of key metrics for companies in the industry. Intimately familiar with financial modelling techniques and valuation methods used by analysts and investors A strong understanding of macroeconomics, capital markets trends, competitor activities, industry dynamics, and customer trends A professional who is also entrepreneurial and has a client-minded focus. Must be able to perform in a high-pressure environment and be able to meet tight deadlines. Has superb written and verbal communication skills, as well as the ability to draft engaging and impactful messages for inspiring employees and investors. Prior experience in the treasury function of an NBFC is preferable Job location: Chennai: 1 Opening Mumbai: 1 Opening
Posted 1 month ago
2.0 - 5.0 years
7 - 12 Lacs
Hyderabad
Work from Office
Job Role: Investment Manager Location: Hitech City, Hyderabad 2-5 years of Experience • Preferably from NBFC background • Strong analytical skills • Technical & functional expertise • Microsoft Excel & PowerPoint Proficiency • Good understanding of Investment and treasury products Job Profile Investment Management • Ensure Board approved investment limit is complied. • Managing the funds and daily cash flows depending on the business requirement and liquidity need. • Extensive knowledge of different investment instruments like MFs, FDs, Bonds, T-Bills (Treasury Bills) etc. • Prepare investment note covering cost and return of various investment instruments. • Knowledge of calculating MF return and Bonds pricing. • Operational knowledge of reporting Bond, MF etc. investment transactions through BSE NSE and other Mutual fund platforms, preparation FD letters and day to day other investment transaction tasks. • Compute and match final accounts balance of all investments, accruals and gains/loss on investments. Relationship Management • Relationship management with different counter parties like AMC, Banks, Investment Brokers. Others • Handling and resolving audit queries of the tasks under your purview. • Preparation of different presentations like ALCO etc. • Drafting of SOPs and Policies • Portfolio Cuts, Vintage Curve, Collection Efficiency and other business reports related to NBFCs
Posted 2 months ago
1.0 - 4.0 years
1 - 6 Lacs
Thane
Work from Office
Min 2 years of call centre experience in BFSI sector (NBFC, banks, insurance, mutual funds), preferably in outbound/inbound sales or customer service -communication: Versant 8 Mandotory : Must be NISM certified or IRDAI certified -Strong knowledge of investment and insurance products . Role & responsibilities Preferred candidate profile
Posted 2 months ago
10 - 20 years
20 - 35 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
Role Responsibilities Fund Raising • Spearheaded the fund-raising efforts, good relationship with global/domestic /Banks, FIIs. • Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth and Cash Flows. • Representing company to Institutional Investors, PE firms, Mutual Funds, Banks, FI, FIIs, Rating Agencies, Debenture Trustees, Registrars, Brokers/intermediaries to ensure that the adequate credit limits are available which has in turn led to development of extensive relationships. • Nurtured and developed extensive relationship with Senior Bank Officials, Mutual Funds Managers / CIOs, FI, FIIs and major local and international Investment Banks. Experience • 9 -14 years of experience in Fund Raising, NBFC candidate will be preferred. Qualification • CA (Preferred) / MBA Key Skills • Strategic - Hands on experience in raising debt from banks/FII/FI and also through Private Placement and Public Issue of NCDs. • Strong relations with Banks and other FIs • A person of proven professional competency and managerial ability at the corporate level • Strong Leadership skills, networking & negotiation skills
Posted 3 months ago
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