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2007 Broking Jobs - Page 30

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3.0 - 7.0 years

3 - 7 Lacs

Mumbai

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Company: MMC Corporate Description: Marsh is seeking candidates for the following position based in the Mumbai(Powai) office. Analyst / Senior Analyst Insurance services (Grade B1/B2) What can you expect: Excellent exposure to complex & diverse insurance handling work. Opportunity to enhance insurance knowledge and understanding & build on client management skills. As a new colleague, you will be provided with Business Overview/Insights, in-depth process training, roles & responsibilities overview, expectations of various stakeholders to make you successful in this role. Within the first 30 days, we expect you to gain good understanding of the role and requirement that it entails. Within 60 days, attain competency & have a good understanding of process and systems & finally within 90 days be able to handle the work processing with limited support What is in it for you Holidays (As Per the location the final decision will depend on business requirements at that time) Shared Transport (Provided the address falls in accepted service zone) We will count on you to: Process and self-Management: Contribute to achieve the Service Level Agreements (SLAs), Key Performance Indicators (KPIs) and business objectives Adheres to Company policies and is in compliance at all times. Maintains performance standards. Updates reports based on predefined templates on a regular basis to ensure accurate entry Maintains a basic understanding of the core aspects of relevant Insurance and related legislation Completing all training related activities when assigned Cognizant of completing all assigned activities within the stipulated time Ensuring all production targets are met in training Ensuring all production targets are met in BAU (Post training) Ensuring all Quality targets are met in training Ensuring all quality targets are met in BAU (Post training) Communicate status of work, any issues with team managers and manager on time Schedule adherence is a must No unplanned leaves Ready to work in below shifts : 6:30 PM to 3:30 AM Your hiring manager and HR will inform you the shift requirement for the team you are interviewing for. Compliance, Regulatory and Procedural Responsibilities Ensure that all statutory regulations and company procedures are followed to protect clients, colleagues and the business interest of the company Appropriate usage of Marsh Speciality's systems to monitor, record and retain information Demonstrate clear understanding of regulatory requirements Proactively ensures compliance with regulatory and risks framework Adheres to policies, guidelines and operating procedures Keeps own knowledge and expertise up to date and relevant Identifies and evaluates risks appropriately. Recognises how own actions impact on compliance What you need to have Prior years of work experience Graduate in any stream Fair understanding of Insurance Broking business and dynamics Good command over spoken and written English Superior comprehension and articulation skills Ability to prioritize and organise tasks, work within stiff timelines Eye for detail and innovative mindset Basic knowledge of MS Office Willingness to learn and adapt to changes What makes you stand out Insurance certification from The Institutes, USA Post-Graduation/Certificate Courses in Insurance Any prior experience on any insurance process While the above are basic requirements mentioned, the role may not be limited to only these listed. Marsh, a business of Marsh McLennan (NYSEMMC), is the worlds top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businessesMarsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

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3.0 - 7.0 years

10 - 14 Lacs

Noida

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Company: Mercer Description: Job Title Specialist (Insurance Operations) Location Noida Team Health Asia HK Broking Admin - Billing Job Summary: We are seeking a detail-oriented Insurance Broking Administration Specialist to join our team. This role involves providing comprehensive back-end support for insurance broking operations, including end-to-end billing, reconciliation, and handling inquiries from insurers and clients. The ideal candidate will possess a solid background in insurance, a willingness to learn, and the ability to thrive in a fast-paced environment. Key Responsibilities : - Manage end-to-end billing processes and ensure accurate reconciliation of records. - Handle enquiries from insurers and clients promptly and professionally. - Support reporting activities and maintain effective communication with all stakeholders. - Collaborate with team members to streamline processes and improve service delivery. - Stay updated on industry trends and best practices to enhance knowledge and skills. Qualifications: - Any graduate can apply; preferred Bachelor's degree in Business, Finance, or a related field. - Strong knowledge of the insurance industry and broking processes. - Excellent communication and interpersonal skills. - Open to learning and adapting to new challenges. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

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1.0 - 6.0 years

4 - 8 Lacs

Jaipur

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: Job TitleClearing and Settlement Analyst, NCT LocationJaipur, India Role Description : Preparing and verifying swift instructions to our custodian agent as required Repairing incorrect client instruction Resolving problems arisen from unmatched items and implement long term solutions for frequently occurred issues Preparing pending trades report and communicate with custodian agent to identify settlement issues over telephone or via provided systems Identifying cash or any other discrepancies to our books & records and following up till resolved Supporting client services team to resolve problem for client in terms of settlement issue Assist in creating proper backups through adequate cross training, within the department Escalate all issues properly, in time, to the appropriate level, to avoid any adverse impact on the business EOD control reports as per procedures What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Area of responsibility is in back office operation of Custodian, opening is at Analyst position whose main responsibilities include managing day to day deliverables of the process. The individual will be responsible for Settlements of client instructions, Client Reporting, Reconciliation of Securities and Cash, Repairing incorrect client instructions. The analyst will have to adhere to Key Operating Procedures for performing daily functions Your skills and experience : Knowledge in Capital Markets Microsoft Windows and Associated Applications Excellent written and verbal communication Knowledge of SWIFT Good Team Worker and Collaborative approach Apt in Problem Solving and Decision Making Graduate from recognized university Preferable should have Security Settlement work experience of 1 year in IB/Asset Management/Broking business Ability to quickly master systems How well support you

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3.0 - 8.0 years

4 - 9 Lacs

Mumbai

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To add value and improve operations by bringing a systematic and disciplined approach to the effectiveness of risk management, control, and governance processes. Plan and execute audit engagements, including data analysis and testing. Required Candidate profile Perform and control the full audit cycle including risk management and control management over operations’ effectiveness, financial reliability and compliance with all applicable directives and regu

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1.0 - 6.0 years

2 - 4 Lacs

Krishnagiri, Viluppuram

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Channel : Bancassurance Ban k - Catholic Syrian Bank Experience : 1 - 8 yrs Role & responsibilities: To drive business through Channel Partners branch staff and distribution network. To generate leads through activities and use enablers for lead generation To provide after sales service and do upselling with the existing customers To ensure 100% branch staff activation every quarter To train and skill partner staff on need based selling and product sales pitch To ensure 100% of branches with Min of 2-3 SP license holders and support them with the same to drive business target achievement Profile : Sales Manager If your Interested; Kindly WhatsApp your resume to 9080833389 (Or) Mail ID : v.logeshwari@edelweisslife.in Thanks & Regards V Logeshwari Human Resource

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1.0 - 6.0 years

2 - 4 Lacs

Visakhapatnam

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Greetings from Kotak Life Insurance!! We are Currently hiring for a Deputy Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.asmeen-khan@kotak.com or call on 9209434945 Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Kotak Bank

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0.0 - 2.0 years

2 - 4 Lacs

Bengaluru

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Designation: Sales Support Executive (Dual Reporting to Sales Director and Head Inside Sales) Location: Bangalore Experience: 0 to 2 yrs Hours of work: 9am 5.30pm. Monday to Friday Job Purpose: They will be responsible for maintaining and monitoring all leads passed onto the BDMs and Inside sales executives; a) incoming leads to be allocated to each individual and then monitored to ensure that they have been actioned and input to the leads database in PIV, b) Leads passed onto the BDMs from the Inside sales team to be closely monitored to ensure timely follow up and call records Key Result areas: Each BDM aims to have 16 meetings a month - keep an eye on the number of achieved meetings per BDM and maintain a spread sheet for use in half yearly and annual appraisals. Co-ordinate with all sales people so that every agreement, contract and MOU has the correct paperwork and is stored in a specific accessible place so they can retrieved in case of a dispute or are needed during our audit. Work closely with Sales Heads and Marketing to identify quality sales lead databases and once purchased and actioned to provide weekly reports on number of clients contacted and revenue generated. Work with Marketing and BSR in the UK to clean up the Pivotal database so that clients and prospects are more easily identifiable by industry and sector for specific marketing campaigns. Ensure that all BDMs and Inside sales execs keep on top their paperwork correctly filled in AOFs, discount forms and MOUs as well as working with team to put together more effective weekly/monthly sales report templates to be used. Work with Finance so that clients are paying on time or if not getting the relevant BDM to chase up their contact to ensure payments are made. Work with co-ordinate sales visits for the new business BDMs; hotel, booking, car hire and pre and post visit reports. Working with team to prepare a full Induction Process for new starters covering training & development plans for the first year Competencies, Attributes, Knowledge Zero to two years of experience (fresh graduate) Adobe Photoshop, Excel, PPT Excellent written and verbal English Self starter Good communicator Well organised Analyse data and produce reports Willingness to learn and contribute to companys success Enthusiastic Team player Willingness to help Fun to work with

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1.0 - 6.0 years

2 - 4 Lacs

Kolkata, Hyderabad, Mumbai (All Areas)

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Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com or call on 9892923348 Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times. 6. Take regular feedback from partners and customers on satisfaction on selling process and products. 7. Review Sales plan of the partner and support their growth. 8. The employee will be on payroll of Kotak Life. 9. Candidate will be seating in the premises of Kotak Bank

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8.0 - 11.0 years

7 - 10 Lacs

North Goa, Coimbatore, Thiruvananthapuram

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About the Company We are seeking a dynamic and results-driven Bancassurance Specialist to manage and drive life insurance sales through our Bancassurance Channel. The ideal candidate will be responsible for leading a team of sales professionals, managing relationships with bank branch staff, and achieving sales targets through effective planning and execution. About the Role The Bancassurance Specialist will lead and manage a team of Relationship Managers/Sales Executives in the banca channel, driving business through bank branches by building strong relationships with bank staff. Responsibilities Lead and manage a team of Relationship Managers/Sales Executives in the banca channel. Drive business through bank branches by building strong relationships with bank staff. Monitor and ensure achievement of individual and team sales targets. Train and motivate team members to improve productivity and performance. Coordinate with bank branch heads and staff for business generation. Conduct regular team meetings, performance reviews, and joint fieldwork. Ensure compliance with regulatory and internal guidelines. Maintain MIS, reports, and sales analytics for better performance tracking. Qualifications Graduate/Postgraduate in any discipline. Minimum 8+ years of experience in Life Insurance sales, with 2+years in team handling. Prior experience in Bancassurance/Corporate Sales is mandatory. Required Skills Excellent communication, leadership, and relationship management skills. Ability to motivate and manage a field sales team. Strong understanding of life insurance products and Banca channel operations. Preferred Skills Experience in managing sales teams in a bancassurance environment. Proven track record of achieving sales targets. Pay range and compensation package Competitive salary based on experience and performance. CTC : Up to 11 LPA For more information, please call or share your updated resume at +91 93289 59079 .

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8.0 - 11.0 years

7 - 9 Lacs

Kadapa, North Goa, Bengaluru

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About the Company We are seeking a dynamic and results-driven Bancassurance Specialist to manage and drive life insurance sales through our Bancassurance Channel. The ideal candidate will be responsible for leading a team of sales professionals, managing relationships with bank branch staff, and achieving sales targets through effective planning and execution. About the Role The Bancassurance Specialist will lead and manage a team of Relationship Managers/Sales Executives in the banca channel, driving business through bank branches by building strong relationships with bank staff. Responsibilities Lead and manage a team of Relationship Managers/Sales Executives in the banca channel. Drive business through bank branches by building strong relationships with bank staff. Monitor and ensure achievement of individual and team sales targets. Train and motivate team members to improve productivity and performance. Coordinate with bank branch heads and staff for business generation. Conduct regular team meetings, performance reviews, and joint fieldwork. Ensure compliance with regulatory and internal guidelines. Maintain MIS, reports, and sales analytics for better performance tracking. Qualifications Graduate/Postgraduate in any discipline. Minimum 8+ years of experience in Life Insurance sales, with 2+years in team handling. Prior experience in Bancassurance/Corporate Sales is mandatory. Required Skills Excellent communication, leadership, and relationship management skills. Ability to motivate and manage a field sales team. Strong understanding of life insurance products and Banca channel operations. Preferred Skills Experience in managing sales teams in a bancassurance environment. Proven track record of achieving sales targets. Pay range and compensation package Competitive salary based on experience and performance. CTC : Up to 9 LPA For more information, please call or share your updated resume at +91 93289 59079 .

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5.0 - 10.0 years

4 - 8 Lacs

Varanasi

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Responsibilities: * Lead branch operations & team handling * Ensure compliance with NISM standards * Manage client relationships & equity advisory services * Achieve revenue targets through brokerage generation /Team Targets Provident fund Sales incentives Annual bonus

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1.0 - 5.0 years

4 - 7 Lacs

Patna

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We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Patna. The ideal candidate will have 0 to 5 years of experience. Roles and Responsibility Perform customer retention activities under the guidance of the Supervisor/Manager. Identify potential business opportunities with customers. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio requirement. Meet customer needs and cross-sell multiple products with the help of the Supervisor/Manager. Empanel new vendors and develop relationships with them, ensuring compliance with all Audit/RBI regulations. Job Any Graduate or Postgraduate degree. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Basic knowledge of financial services and banking operations. Familiarity with auditing and regulatory requirements. Experience in customer relationship management and sales development. Company nameTATA CAPITAL LIMITED. IndustryBanking / Financial Services / Broking. Responsibilities (Under the guidance/direction of Supervisor/Manager): Identify potential business opportunities with customers. Collect and validate customer documents in accordance with organizational norms. Log cases in the system as per standard operating procedures (SOP) and follow the disbursement process. Fulfill the required sanction ratio. Meet customer needs and cross-sell multiple products under supervision. Empanel new vendors and build relationships with them. Ensure compliance with all applicable Audit and RBI regulations.

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0.0 - 4.0 years

3 - 6 Lacs

Dhanbad

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We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Dhanbad. The ideal candidate will have 0 to 3 years of experience. Roles and Responsibility Perform customer retention activities under the guidance of the Supervisor/Manager. Identify potential business opportunities with customers. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio requirement. Meet customer needs and cross-sell multiple products with the help of the Supervisor/Manager. Empanel new vendors and develop relationships with them, ensuring compliance with all Audit/RBI regulations. Job Any Graduate or Postgraduate degree. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Basic knowledge of financial services and banking operations. Familiarity with auditing and regulatory requirements. Experience in customer relationship management and sales development. Company nameTATA CAPITAL LIMITED. IndustryBanking / Financial Services / Broking. JD Perform the following under the guidance/direction of Supervisor/Manager Identify potential business opportunities with customers.Collect and validate customer documents according to organizational norms.Log cases in the system as per SOP and follow the disbursement process.Fulfill the sanction ratio requirement.Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager.Empanel new vendors and develop relationships with them.Ensure compliance with all Audit/RBI regulations.Perks and Benefits TATA Capital Limited offers a competitive salary package along with benefits such as health insurance, retirement plans, and paid leave.

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0.0 - 3.0 years

8 - 11 Lacs

Faridabad

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We are looking for a highly skilled and experienced Customer Relationship Executive to join our team in Faridabad. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Develop and maintain strong relationships with customers to increase sales and revenue. Identify new business opportunities and generate leads through effective sales strategies. Provide excellent customer service and support to ensure high levels of customer satisfaction. Collaborate with internal teams to achieve sales targets and objectives. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the industry. Job Minimum 2 years of experience in sales, preferably in the banking or financial services industry. Strong knowledge of sales principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Ability to build and maintain strong relationships with customers and colleagues. Company nameTATA CAPITAL LIMITED. IndustryBanking / Financial Services / Broking. Perks and Benefits TATA CAPITAL LIMITED offers a competitive salary package along with benefits such as health insurance, retirement plans, and paid leave.

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1.0 - 2.0 years

4 - 8 Lacs

Mumbai

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We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Baroda. The ideal candidate will have 0 to 3 years of experience. Roles and Responsibility Perform customer retention activities under the guidance of the Supervisor/Manager. Identify potential business opportunities with customers. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio requirement. Meet customer needs and cross-sell multiple products with the help of the Supervisor/Manager. Empanel new vendors and develop relationships with them, ensuring compliance with all Audit/RBI regulations. Job Any Graduate or Postgraduate degree. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Basic knowledge of financial services and banking operations. Familiarity with auditing and regulatory requirements. Experience in customer relationship management and sales development. Company nameTATA CAPITAL LIMITED. IndustryBanking / Financial Services / Broking. JD Perform the following under the guidance direction of Supervisor Manager strong liIdentify potential business opportunities with customers Collect and validate customer documents according to organizational norms.Log cases in the system as per SOP and follow the disbursement process.Fulfill the sanction ratio requirement.Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager.Empanel new vendors and develop relationships with them.Ensure compliance with all Audit/RBI regulations. Perks and Benefits TATA Capital Limited offers a competitive salary package along with benefits such as health insurance and retirement plans.

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2.0 - 7.0 years

4 - 8 Lacs

Karnal

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We are looking for a highly motivated and results-driven individual with 2 to 7 years of experience to join our team as a Customer Service Representative in the Sales Housing DM Sales department, located at Sector 3, Karnal. The ideal candidate will have a strong background in sales and customer service. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and develop a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Job Graduate in any discipline. Minimum 2 years of experience in sales or customer service. Possess strong communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent problem-solving and analytical skills. Be familiar with audit/RBI regulations and compliance procedures. Experience in the banking/financial services/broking industry is preferred.

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2.0 - 7.0 years

4 - 8 Lacs

Mumbai

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We are looking for a highly motivated and results-driven individual with 2 to 7 years of experience to join our team as a Customer Service Representative in Salem. The ideal candidate will have excellent communication skills, a strong background in sales, and the ability to build strong client relationships. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 2 years of experience in sales or customer service. Possess strong knowledge of banking, financial services, and broking. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are essential.

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11.0 - 16.0 years

5 - 9 Lacs

Vadodara

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We are looking for a highly skilled and experienced Relationship Manager to join our team in Baroda. The ideal candidate will have 11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of debt products, structures, equities, MFs, fund-based real estate products, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored financial solutions.

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2.0 - 7.0 years

8 - 13 Lacs

Patna

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We are looking for a highly skilled and experienced professional to join our team as a Zonal Debt Manager - Retail MFB - Collections in Patna. The ideal candidate will have 2 to 7 years of experience in collections, finance, or a related field. Roles and Responsibility Maintain and improve the health of the portfolio through various legal and collection tools and processes. Ensure NPA levels are kept at minimum trigger levels and recommend appropriate legal actions for stress contracts. Manage portfolio movement and control loss for specific products in the assigned region. Analyze and maintain zero delinquency within required parameters/policies and systems. Take steps to ensure receipt of payments and recovery of bad debts while monitoring legal proceedings with in-house and external legal teams/advocates. Provide effective interdepartmental communication with operations, credit, and sales teams by identifying negative areas and developing systems that meet local requirements. Ensure customer satisfaction through quick resolution of issues and complaints, and visit high-value strategic customers. Facilitate competition mapping and market trends by collating information from the market to suggest changes. Ensure all in-house officers/agencies perform as per defined SLA while reducing vendor costs. Manage productivity by setting productivity parameters for DMA/Agencies/collection executives and monitor performance against these parameters. Lead and supervise the collections team for implementing a recovery agenda through training, motivation, and deployment strategies. Ensure compliance with all audit/regulatory institutes and company policies and procedures. Job Post Graduate in any discipline/Diploma/Degree in Finance. Minimum 2 years of experience in collections, finance, or a related field. Possess strong knowledge of financial services, broking, MIS, auditing, and management. Demonstrate excellent communication and leadership skills. Ability to work in a fast-paced environment and meet deadlines is essential. Strong analytical and problem-solving skills are required.

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2.0 - 7.0 years

4 - 8 Lacs

Hyderabad

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We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or business development. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

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2.0 - 7.0 years

4 - 7 Lacs

Mumbai

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We are looking for a highly motivated and experienced Collection Officer to join our team in Gobichettipalayam. The ideal candidate will have 2 to 7 years of experience in collections, preferably in the banking or financial services industry. Roles and Responsibility Negotiate payment schedules with customers to suit their current financial situation while satisfying the debt. Track and control delinquency on a bucket-wise and DPD basis, focusing on non-starters. Provide efficient customer service regarding collection issues, process refunds, review account adjustments, resolve client discrepancies, and handle short payments. Monitor and maintain customer account details for non-payments, delayed payments, and irregularities, making necessary calls and adjustments. Ensure compliance with all Audit/NHB/IRB regulations and company policies. Identify defaulting accounts and investigate reasons for default while maintaining healthy relationships with customers. Job Graduate or Master''s degree in any field. Minimum 2 years of experience in collections, preferably in banking or financial services. Possess strong knowledge of auditing, financial services, broking, and financial inclusion. Demonstrate excellent communication and negotiation skills. Ability to work effectively in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills are essential.

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6.0 - 9.0 years

12 - 16 Lacs

Mumbai

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We are looking for a highly skilled and experienced professional to join our team as a Manager in the Strategy department, located at Videocon Towers in Delhi. The ideal candidate will have 6-9 years of experience. Roles and Responsibility Collaborates with the business team to develop long-range, strategic goals. Identifies and reviews pricing and market trends to analyze and apply them in developing strategies for individual segments. Monitors business climate, technology trends, and government activities related to current and anticipated product lines. Leads trials for new business initiatives, pilot programs, and regional rollouts; recommends adjustments based on results. Collaborates with business unit administration and line managers to produce profitable business and product plans. Serves as a negotiator with third parties for potential mergers or acquisitions. Job Post Graduate in any discipline. Minimum 6 years of experience in a similar role. Strong knowledge of financial services, broking, and banking. Excellent communication and negotiation skills. Ability to work collaboratively with cross-functional teams. Strong analytical and problem-solving skills.

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1.0 - 3.0 years

6 - 9 Lacs

Mumbai

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We are looking for a highly skilled and experienced professional to join our team as an Associate-Vendor & Buyer Finance in Mumbai. The ideal candidate should have 1-3 years of experience. Roles and Responsibility Handle corporate relationships with a focused approach towards increasing Vendor Finance Business from existing and new corporate relationships. Develop new corporate tie-ups and design structured finance solutions to suit corporate requirements. Maintain relationships with Treasury, Purchase, and accounts teams of corporate clients to ensure seamless financing of vendors. Ensure cross-sell and deeper penetration of other working capital products/Term loans with clients across the portfolio. Coordinate closely with various stakeholders across verticals like Credit, IT, and operations for timely sanction, process development, and scaling up of vendor finance programs. Manage internal product communication and marketing to maximize sales for VF products. Job MBA/PGDBA/PGPM or equivalent qualification. Strong understanding of financial services and broking industry. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience in handling corporate relationships and developing new business opportunities.

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6.0 - 11.0 years

13 - 17 Lacs

Mumbai

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We are looking for a highly motivated and experienced professional with 6 to 11 years of experience to lead our sales team in Delhi. The ideal candidate will have a strong background in sales and business development, with a proven track record of achieving targets and leading teams. Roles and Responsibility Drive sales and ensure business targets are achieved for the area. Manage sales, collection, operations, and central team coordination for the region. Achieve incremental growth in book size and maintain the health of the book. Source tie-ups with relevant industry agents and build alternate sourcing channels. Guide the team in achieving business goals and objectives. Monitor the sales process and its effectiveness. Train and provide technical expertise to Relationship Managers/Field Sales Staff on various products. Coordinate with the corporate team for restructuring products based on specific regional needs and cross-sell products. Maintain zero NPA. Job Post Graduate or Graduate in any discipline. Minimum 6 years of experience in sales and business development. Strong leadership and team management skills. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience in fee income and process management. Skills in TATA CAPITAL LIMITED, banking, financial services, broking, and related fields.

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5.0 - 10.0 years

9 - 13 Lacs

Noida

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We are looking for a highly skilled and experienced Regional Manager to lead our Internal Control and Quality team in Noida, Sector 51. The ideal candidate will have a strong background in finance and quality control, with excellent analytical and problem-solving skills. This role requires 5-10 years of experience. Roles and Responsibility Conduct structured and periodic investigations to ensure process adherence in microfinance branches. Gather field intelligence and customer insights from a team of quality assurance executives. Act as a quality custodian across branches, analyzing reports and suggesting corrective actions. Ensure 100% quality compliance against observations highlighted by the quality team within specified timelines. Take disciplinary action against deviant behavior or deliberate attempts to violate processes. Anchor monthly quality reviews at the regional level, summarizing root causes and promising follow-up on overdue issues. Coordinate with the corporate office to support business functions related to reports, TAT, grievances, and project execution. Manage credit function for micro enterprise loans. Conduct market research as needed for specific purposes. Job CA / MBA Finance degree. Strong knowledge of banking operations, financial services, and broking. Excellent analytical, problem-solving, and communication skills. Ability to work independently and collaboratively as part of a team. Strong attention to detail and ability to meet deadlines. Experience in managing credit functions and conducting market research.

Posted 1 month ago

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