9 Banks Jobs

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

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

Role & responsibilities As a Relationship Manager specializing in Home Loan and Mortgage, your primary responsibility will be to facilitate the conversion of Home Loan (HL) and Mortgage leads into field appointments, ultimately resulting in successful loan disbursals. You will also be responsible for managing relationships with Banks and Non-Banking Financial Companies (NBFCs) to ensure smooth operations and timely processing of loan applications. Key Responsibilities: 1. Lead Conversion: Convert Home Loan and Mortgage leads into field appointments, ensuring asmooth transition throughout the process.2. End-to-End Management: Oversee the entire process of converting Home Loan and Mortgage leads into loan disbursals, ensuring compliance with regulations and policies.3. Relationship Management: Cultivate and maintain strong relationships with Banks and NBFCs, collaborating closely to streamline loan processing and resolve any issues promptly. Job Role: 1. Experience Requirement: Candidates should possess a minimum of 1 year of experience in Home loan and Mortgage operations.2. Client Interaction: Meet with loan applicants to understand their requirements, collect necessary information, and guide them through the loan application process.3. Loan File Analysis: Regularly analyze active loan files, identifying bottlenecks, and proposing solutions to expedite the loan approval process.4. Contract Completion: Assist clients in completing loan contracts, ensuring thorough understanding of policies and regulations.5. Financial Assessment: Conduct interviews with applicants to assess financial eligibility and establish feasible debt payment plans.6. Record Management: Maintain accurate and updated account records, ensuring compliance with regulatory standards.7. Application Submission: Submit loan applications to relevant institutions in a timely manner, adhering to all necessary protocols.8. Proposal Preparation: Prepare comprehensive loan proposals, highlighting key terms and conditions for clients' consideration.9. Application Review: Evaluate loan applications, identifying deficiencies and providing clear explanations to applicants in case of rejection.10. Issue Resolution: Address applicants' queries and concerns promptly, resolving any loan-related issues to ensure customer satisfaction. Qualifications: Minimum 1+ year of experience in Home Loan and Mortgage operations. Strong interpersonal skills with the ability to effectively communicate with clients and stakeholders. Proficiency in analyzing financial data and interpreting complex loan documents. Detail-oriented approach with a focus on accuracy and compliance. Ability to work efficiently in a fast-paced environment, managing multiple tasks simultaneously. Knowledge of relevant laws and regulations governing the Home Loan and Mortgage industry. Bachelor's degree in Finance, Business Administration, or related field preferred. Please share your CV Sahiljamal@paisabazaar.com or Whatsapp On:- 9821313431

2024 graduate can also apply Investment Banking / Equity Research Analyst Good communication required Responsible for tasks associated with Capital Markets / Fund Administration / Finance Maintains database by entering, verifying, and backing up dataRole & responsibilities Role & responsibilities Please apply for the job in Naukri.com. We will check & will update you. Do not search the number in Google and do not call us.

Job Title: Operations Associate (CA/CS) Company: INVES 21 Stock Brokerage Firm Location: Hyderabad Experience: 0-2 Years About Us: INVES 21 is a leading stock brokerage firm dedicated to providing top-tier financial services to our clients. We specialize in equity, derivatives, and depository services, ensuring seamless trading experiences. Our commitment to regulatory compliance and operational excellence makes us a trusted name in the industry. Job Role: We are seeking a highly motivated Chartered Accountant (CA) or Company Secretary (CS) with 0-2 years of experience to join our team as an Operations Associate . This role involves handling back-office operations, depository participant (DP) functions, compliance tasks, and other operational aspects related to stock market activities. Key Responsibilities: Assist in back-office operations related to trading and settlements. Manage depository participant (DP) activities , including account maintenance & reconciliation. Work on compliance and regulatory filings as per SEBI and exchange requirements. Coordinate with clearing corporations, exchanges, and banks for smooth transactions. Handle client queries related to account operations and trade settlements. Ensure proper documentation and reporting for internal and external audits. Required Skills & Qualifications: Qualified CA or CS with 0-2 years of experience . Strong understanding of financial markets, balance sheets, and regulatory frameworks . Knowledge of depository operations (NSDL/CDSL) and SEBI regulations is a plus. Proficiency in Excel and accounting/financial tools . Excellent analytical, problem-solving, and communication skills. Ability to work efficiently in a fast-paced, detail-oriented environment. What We Offer: Hands-on exposure to stock market operations and compliance . A dynamic and growth-oriented work environment. Opportunity to learn from industry experts and gain deep market insights. If you are eager to build a career in stock market operations and meet the qualifications, wed love to hear from you! Apply now to be part of our dynamic team at INVES 21.

Job Description: Manage a portfolio of 3 - 4 clients. Responsibilities for each of these clients includes: Execution and Delivery: Perform / assist with Risk Assessment, Scoping, Walkthroughs and Process Documentation and Flowchart. Performing Test of Design (TOD) and Operating Effectiveness (TOE) of Process Controls. Ensure that the testing is done in alignment with the test procedures and the control description given in the Risk and Control matrices. Drafting Process & Control and Process Documentation through Risk & Control Matrices, Flowcharts and SOPs. Attending the regular status calls with client /onshore team members. Ensuring that work schedules are kept updated, thereby ensuring sufficient work to meet utilization criteria. Project Management: Assist the Assistant Manager / Manager in tracking the deliverables on the project (time tracking, status reporting, review templates etc.) and highlight any issues / make suitable recommendations. Budget and Timelines: Ensure that established turnaround times and allotted budget are met, where deviations are anticipated, alert the engagement lead proactively. Scheduling: Ensuring that work schedules are kept updated Assist the Executives within the team by onboarding them onto the project and address any engagement related questions / queries. Apply methodologies and demonstrate the global values and behaviors when completing work and documenting conclusions. Ensure compliance with the Risk Management policy.

Role & responsibilities As a Relationship Manager specializing in Home Loan and Mortgage, your primary responsibility will be to facilitate the conversion of Home Loan (HL) and Mortgage leads into field appointments, ultimately resulting in successful loan disbursals. You will also be responsible for managing relationships with Banks and Non-Banking Financial Companies (NBFCs) to ensure smooth operations and timely processing of loan applications. Key Responsibilities: 1. Lead Conversion: Convert Home Loan and Mortgage leads into field appointments, ensuring asmooth transition throughout the process.2. End-to-End Management: Oversee the entire process of converting Home Loan and Mortgage leads into loan disbursals, ensuring compliance with regulations and policies.3. Relationship Management: Cultivate and maintain strong relationships with Banks and NBFCs, collaborating closely to streamline loan processing and resolve any issues promptly. Job Role: 1. Experience Requirement: Candidates should possess a minimum of 1 year of experience in Home loan and Mortgage operations.2. Client Interaction: Meet with loan applicants to understand their requirements, collect necessary information, and guide them through the loan application process.3. Loan File Analysis: Regularly analyze active loan files, identifying bottlenecks, and proposing solutions to expedite the loan approval process.4. Contract Completion: Assist clients in completing loan contracts, ensuring thorough understanding of policies and regulations.5. Financial Assessment: Conduct interviews with applicants to assess financial eligibility and establish feasible debt payment plans.6. Record Management: Maintain accurate and updated account records, ensuring compliance with regulatory standards.7. Application Submission: Submit loan applications to relevant institutions in a timely manner, adhering to all necessary protocols.8. Proposal Preparation: Prepare comprehensive loan proposals, highlighting key terms and conditions for clients' consideration.9. Application Review: Evaluate loan applications, identifying deficiencies and providing clear explanations to applicants in case of rejection.10. Issue Resolution: Address applicants' queries and concerns promptly, resolving any loan-related issues to ensure customer satisfaction. Qualifications: Minimum 1+ year of experience in Home Loan and Mortgage operations. Strong interpersonal skills with the ability to effectively communicate with clients and stakeholders. Proficiency in analyzing financial data and interpreting complex loan documents. Detail-oriented approach with a focus on accuracy and compliance. Ability to work efficiently in a fast-paced environment, managing multiple tasks simultaneously. Knowledge of relevant laws and regulations governing the Home Loan and Mortgage industry. Bachelor's degree in Finance, Business Administration, or related field preferred. Please share your CV Sahiljamal@paisabazaar.com or Whatsapp On:- 9821313431

Job Purpose We are looking for a dedicated and motivated individual who has strong technical, analytical, and organizational skills for our Commercial Lending team Job location- Bengaluru/ Gurgaon (WFO) Key Skills The team will perform credit risk assessment for Banks, FIG etc. Accountabilities: The concerned analyst will be accountable for the followings: Analyzing financial statement, performance and trend analysis for assessing the credit worthiness of the Banks and FI counterparties. Managing a portfolio of clients and handling rating assignments. Preparing credit reports by including profile of the counterparty, key rating considerations, credit risk assessment, CAMEL based financial analysis (including profitability, capitalization, liquidity etc). Analyzing the business model, identifying strengths, weakness, risks, understanding the revenue models and the corporate structure of the counterparties. Adhering to standard operating procedure & policies including compliance documentation . Key Responsibilities Strong understanding of credit principles, policies and regulations for Banks and FI counterparties. Qualified Chartered Accountant or MBA Finance or CFA or M. Com or equivalent degree. Excellent written & verbal communication skills and ability to build effective relationships with various stake holders. Ability to multi-task independently under tight timelines and eye for details. 3 - 9 years relevant experience in the field of credit analysis for Financial Institution.

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