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0.0 - 2.0 years
2 - 4 Lacs
mumbai
Work from Office
Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.
Posted 1 day ago
3.0 - 5.0 years
3 - 3 Lacs
chennai
Work from Office
Handling branch operations, motivate the team and ensure team work to achieve branch targets every month. Ensure month on month gold loan growth for the branch. Canvassing and marketing all products including debentures, insurance, tour and travel. Custodian of key, cash management and accounting, gold appraisals, interest collection. Customer relationship building, improve interest collections, control NPAs, participate in the marketing activities
Posted 1 day ago
0.0 - 3.0 years
2 - 2 Lacs
chennai
Work from Office
Roles and Responsibilities Manage branch operations, ensuring efficient sales performance and customer satisfaction. Collaborate with team members to achieve sales targets and improve overall branch performance. Provide exceptional customer service by resolving queries and concerns in a timely manner. Oversee gold loan operations, including processing applications, managing inventory, and maintaining compliance with regulatory requirements. Develop and execute marketing strategies to increase brand awareness and drive business growth.
Posted 1 day ago
20.0 - 30.0 years
15 - 30 Lacs
gandhinagar, ahmedabad
Work from Office
Role & responsibilities 1. Financial Strategy & Planning Develop long-term financial strategies aligned with business goals. Lead budgeting and forecasting processes. Advise the CEO and board on financial implications of strategic decisions. 2. Financial Reporting & Compliance Ensure timely and accurate financial statements. Maintain compliance with statutory regulations (e.g., Companies Act, SEBI, Income Tax). Coordinate with auditors and regulatory bodies. 3. Cash Flow & Working Capital Management Monitor cash flow and liquidity. Optimize working capital and manage treasury operations. Ensure efficient capital allocation. 4. Risk Management Identify financial risks and implement mitigation strategies. Oversee internal controls and audit processes. Ensure insurance and contingency planning. 5. Fundraising & Investor Relations Lead equity and debt fundraising initiatives. Maintain relationships with investors, banks, and financial institutions. Manage investor communications and disclosures. 6. Cost Control & Profitability Drive cost optimization initiatives. Analyze margins and profitability across business units. Implement financial discipline across departments. 7. Team Leadership & Development Build and lead the finance team. Foster a culture of accountability and continuous improvement. Ensure training and development of finance staff. Preferred candidate profile Professional Qualifications Chartered Accountant (CA) - Essential Cost and Management Accountant (CMA) - Desirable Company Secretary (CS) - Desirable Skills & Competencies Strong analytical and strategic thinking. Deep understanding of financial regulations (SEBI, RBI, Companies Act). Leadership and team management. Excellent communication and stakeholder management. Proficiency in financial software (SAP, Oracle, Tally, etc.). Knowledge of cost accounting and supply chain finance. Experience with venture capital, burn rate management. Minimum Experience 10 to15 years in finance roles and overall experience 15 to 30 years At least 5 years in senior leadership (e.g., Finance Director, VP Finance). Preferred Experience Experience of Equity-Based Fundraising Experience of raising fund by Venture Capital .and Coordination with Stock Exchange . Experience of SEBIs Alternative Investment Fund (AIF) framework Worked with Private Equity (PE) firms and handled large investment. Experience of Initial Public Offering (IPO) to raise large-scale capital and successfully handled the compliance of SEBI guidelines . Coordinated for SEBI approval, financial audits and AGM . Knowledge and Experience of Rights Issue and Preferential Allotment as per SEBI guidelines. Knowledge and Experience of Qualified Institutional Placement (QIP) as per SEBI guidelines. Experience of Deb Based Fundraising like Bank Loans & Debentures , Corporate Bonds and External Commercial Borrowings (ECB) / Foreign Debt and have experience of compliance of regulations under RBI, Companies Act, and SARFAESI Act, ECB guidelines Experience of Strategic Alliances & Joint Ventures . Experience of Mergers & Acquisitions, Investor relations , Regulatory compliance Exposure to: Corporate governance, Risk management , international finance (for global companies)
Posted 3 days ago
0.0 - 3.0 years
1 - 2 Lacs
wayanad
Work from Office
Canvassing and sourcing of New Customers to increase Gold loan Business, Revenue generations through Cross Selling products like Debentures, Insurance products, Tour products etc. Participate in different marketing activities Gold Appraisal Interest Collection Cash Management and accounting. Customer Relationship and Follow-up, Maintenance of important registers and daily reports Freshers and experienced candidates can apply.
Posted 1 week ago
6.0 - 10.0 years
8 - 12 Lacs
mumbai
Work from Office
Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. Providing periodic updates on the performance of investment portfolios. Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes. Requirements Graduate Fresher Finance Knowledge Mathematics Updated: 6 minutes ago
Posted 1 week ago
2.0 - 7.0 years
3 - 6 Lacs
ranchi
Work from Office
Responsibilities: * Develop understanding on Bonds, AIFs & MFs * Acquire and develop new HNI clients from natural market and on board existing clients * Empanel institutions for wealth product distribution *Travel across East India as required
Posted 1 week ago
3.0 - 8.0 years
4 - 7 Lacs
mohali
Work from Office
Manage the distribution and delivery of goods, ensuring timely shipments. Implement sales strategies to grow the client base and market share through cold calling, client visits, and relationship building.
Posted 2 weeks ago
0.0 - 2.0 years
2 - 2 Lacs
ambalappuzha, edathua
Work from Office
Roles and Responsibilities Manage branch operations, ensuring efficient sales performance and customer satisfaction. Collaborate with team members to achieve sales targets and improve overall branch performance. Provide exceptional customer service by resolving queries and concerns in a timely manner. Oversee gold loan operations, including processing applications, managing inventory, and maintaining compliance with regulatory requirements. Develop and execute marketing strategies to increase brand awareness and drive business growth.
Posted 2 weeks ago
4.0 - 8.0 years
3 - 4 Lacs
ambalappuzha, edathua
Work from Office
Job description Handling branch operations, motivate the team and ensure team work to achieve branch targets every month. Ensure month on month gold loan growth for the branch. Canvassing and marketing all products including debentures, insurance, tour and travel. Custodian of key, cash management and accounting, gold appraisals, interest collection. Customer relationship building, improve interest collections, control NPAs, participate in the marketing activities
Posted 2 weeks ago
5.0 - 8.0 years
11 - 15 Lacs
mumbai
Work from Office
Ensure sufficient funds are available to meet ongoing operational and capital investment requirements. Assist CFO in timely and optimized fund raising debt and equity from various channels banks, NBFCs, FIs and using various instruments like terms loans, CPs, debentures, etc. Maintain an efficient system of policies and procedures that impose an adequate level of control over treasury activities and provide support for regulatory reporting. Develop a structure to work with business partners, shared services and FP&A to optimize working capital. Develop appropriate reporting and modelling capabilities required to support short-term and long term liquidity forecasting needs. Maintain all banking, credit rating relationships. Maintain strong communications with banks and other financial service providers. Monitor debt covenant compliance and prepare related calculations and certificates, in accordance with debt agreements. Responsible for investing funds consistent with applicable laws. Extremely strong analytical skills, conversant with excel and Google Sheets.
Posted 2 weeks ago
2.0 - 5.0 years
8 - 13 Lacs
mumbai, navi mumbai
Work from Office
Ensure compliance with the Companies Act, 2013, RBI regulations, FEMA guidelines, Debenture Trustee requirements, and other applicable laws. Prepare notices, agendas, minutes, and annual reports for Board, Committee, and General Meetings. Independently conduct offline and virtual Board and Annual General Meetings in accordance with Companies Act, 2013, and Secretarial Standards. Assist in convening Board meetings, Committee meetings, and General Meetings. Prepare and file statutory forms with the Registrar of Companies (ROC), including Annual Returns and other event-based filings. Maintain and update statutory registers and records of the company. Manage creation and extinguishment of ISIN. Conduct XBRL filings for ROC, annual filings, and draft Directors reports and related compliance documents. Oversee issuance, allotment, transfer of shares, debentures, and other securities. Liaise with external statutory and regulatory authorities such as RBI, NSDL, CDSL, Linking Time, and auditors. Assist in drafting legal agreements and documents such as Shareholders Agreements, security documents, and other corporate legal paperwork. Draft and manage corporate actions and conditions precedent/subsequent required from investee companies for investment purposes. Provide general support to other departments as assigned. Who you are: Minimum 2-5 years of experience Candidates with ICSI membership number Strong knowledge of Companies Act, 2013, RBI regulations, FEMA, and other relevant laws. Proficiency in statutory filings and compliance management. Excellent drafting and communication skills. Ability to coordinate and manage board and committee meetings independently. Strong organizational skills and attention to detail.
Posted 2 weeks ago
5.0 - 10.0 years
4 - 5 Lacs
dindigul, coimbatore, erode
Work from Office
Role & responsibilities Manage daily operations, ensuring smooth branch functioning. Develop and execute strategies to meet sales targets and business objectives. Lead, train, and motivate a team to enhance performance and customer service. Monitor financial performance, budgeting, and cost control. Strengthen customer relationships and handle client inquiries professionally. Ensure compliance with company policies, industry standards, and legal regulations. Analyze market trends and competitor strategies to improve business growth. Oversee inventory, logistics, and administrative tasks efficiently. Implement marketing initiatives and promotional campaigns at the branch level. Prepare reports on branch performance and present insights to senior management.
Posted 3 weeks ago
2.0 - 6.0 years
3 - 7 Lacs
mohali
Work from Office
Ensure the timely distribution, shipment, and receipt of goods and services. Implement sales strategies such as cold calling, planning visits, building relationships, and maintaining aprospect database expand the client base and increase market share
Posted 3 weeks ago
3.0 - 8.0 years
5 - 10 Lacs
mumbai
Work from Office
Company Secretary Department: Finance Location: Mumbai Hours: 9 hours (9.30 AM - 6.30 PM) Experience: Minimum 3 Years Salary: As per standards depending on the applicants candidature. Job Code: MobTOM445 Mobavenue is a growth and tech platform dedicated to empowering brands, agencies, and publishers with Martech and AdTech solutions to drive growth, engagement, and monetization. It aims to boost mobile and digital businesses success through full-stack programmatic products and services from supply-side to demand-side. These include an SSP, monetization platform, ad exchange, DSP, self-service advertiser platform, first party data platforms, a creative studio and automation platform. Mobavenue has partnered with 200+ direct brands across various Industries such as Fintech, BFSI, Ecommerce, OTT, D2C and Gaming. Role & Responsibilities: Corporate Governance of Domestic Companies. Incorporation of New Companies, Submission of Annual Returns, Event Based,Forms and Strike Off Forms for closure. Overseas Direct Investment and Compliance of Foreign Companies including filing of Annual Performance Reports, Incorporation of Subsidiaries outside India, FDI and related compliances. MCA Reporting, RBI, SEBI Reporting and related Compliance. Maintenance of Statutory Registers, Updation of Minutes Book Directors & Shareholders and drafting of Notice, Agenda, Resolutions & Explanatory Notes Adherence with SEBI regulations and compliance with norms pertaining to listed companies. Coordination with Auditors, Practising Company Secretaries, ROC, Consultants etc and other stakeholders. Handling compliances relating to rights issue, fundraising etc wherein support to be provided to the finance team for raising of various loans / issue of debentures/redemption of debenture for listed/unlisted group companies, including debt restructuring for promoter funding and project financing and ensuring compliances under applicable corporate laws including compliances stated under legal documents. Review of Financing Documents i.e. Term Sheet, Facility Agreement, Loan Agreement, Deed of Hypothecation, Mortgage Deed, Pledge Agreement, Security Trustee Agreement etc. Consolidation of comments, negotiating and finalising of documents and coordinating for execution of the same. Key Requirements: Full-time role for a Company Secretary. Should have prior experience in a listed company working and having a strong understanding of accounting, company law, filing return of ROC and all company secretarial work. Work from Office Borivali East. Post qualification experience: Minimum 3 years
Posted 3 weeks ago
5.0 - 9.0 years
7 - 11 Lacs
gurugram
Work from Office
About Us SBI Card is proud to be an equal opportunity & inclusive employer and welcome employees without any discrimination on the grounds of race, colour, gender, religion, creed, disability, sexual orientation, gender identity, marital status, caste etc. SBI Card is committed to fostering an inclusive and diverse workplace where all employees are treated equally with dignity and respect which makes it a promising place to work. Join us to shape the future of digital payment in India and unlock your full potential. What s in it for YOU SBI Card truly lives by the work-life balance philosophy. We offer a robust wellness and wellbeing program to support mental and physical health of our employees Admirable work deserves to be rewarded. We have a well curated bouquet of rewards and recognition program for the employees Dynamic, Inclusive and Diverse team culture Gender Neutral Policy Inclusive Health Benefits for all - Medical Insurance, Personal Accidental, Group Term Life Insurance and Annual Health Checkup, Dental and OPD benefits Commitment to the overall development of an employee through comprehensive learning & development framework Role Purpose The role is responsible to oversee the maintenance of statutory books, organize board meetings/Committee meetings/shareholders meetings/Postal Ballots and document minutes, ensure compliance with statutory and regulatory principles and oversee all kinds of audits and their observations in alignment with the organizational values and vision. Role Accountability Drive compliance to statutory norms including Company Law, SEBI Regulations (incl Circulars) RBI regulations, Group Manuals, By Laws, FEMA, listing requirements, applicable secretarial standards, other related laws and regulations, etc. Prepare agenda and minutes of the Board/Committee/Annual General Meeting/Extraordinary General Meeting/postal ballot and maintaining various statutory Registers/Records/ATRs Create and maintain secretarial records and file Forms/Returns with Registrar of Companies (ROC), Stock Exchanges and RBI Convening AGMs/ EGMs/ Board/Committee Meetings Support corporate activities such as Buy Back /merger/share transfer/ IPO/further issue of capital/ESOP, etc. Manage Corporate law related queries, provide opinions to business functions, respond to shareholder queries Draft Codes and Policies like RPT Policy, code of conduct, Vigil Mechanism Policy, Fit and Proper Policy; draft/vet offer document for issue of debentures, Commercial Papers, other Borrowing Documents etc. Create awareness among the Designated Persons of the Company regarding PIT Regulations and track, monitor and report trade executed by the Designated Person of the Company Provide consultancy in legal matters Liaisioning with statutory and regulatory authorities, Auditors Support in Internal Audit, Statutory Audit, Secretarial Audit, CAG Audit, RPT Audit half yearly due diligence .Management of Related Party Transactions (RPT) Ensure adherence to regular process documentation practices in compliance with the process guidelines Measures of Success Receipt of No. of Notice/Show Cause Notices for non-compliance & efficiency of dealing with the same Smooth conduct of Committee Meetings and Board Meetings Smooth conduct of AGM and timely payment of dividend Number of serious observations from the auditor Timely filing and reporting to Directors, MCA, Stock Exchanges & RBI Timely and accurate updating of process documentation Process Adherence as per MOU Technical Skills / Experience / Certifications Good understanding of corporate laws Experience of managing Board/Committees/Large Shareholder base Strong Legal Acumen Competencies critical to the role Process Orientation Stakeholder Management Analytical Ability Qualification Company Secretary Preferred Industry Any Industry (FSI Preferred)
Posted 3 weeks ago
1.0 - 2.0 years
2 - 3 Lacs
mumbai, mumbai suburban, navi mumbai
Work from Office
JOB DESCRIPTION: Preparation and ongoing maintenance of transaction synopses, with regular monitoring of material events and critical developments per transaction. Coordination with cross-functional teams (Legal, Compliance, and Accounts) to ensure seamless transaction execution, regulatory compliance, fee realization, and workflow integrity. Monitoring of interest payments and conducting timely follow-ups with clients and statutory bodies in compliance with SEBI regulations and contractual obligations. Management of the ERP system, including uploading transaction documentation, maintaining payment schedules, confirming payments, and recording execution-related entries. Facilitation and coordination of document execution with counterparties, POA holders, trustees, and authorized internal signatories. Processing and settlement of invoices related to POA and transaction-related services, ensuring proper documentation and authorization. Monitoring of shareholding patterns and coordinating associated fund transfers in accordance with legal and financial requirements. Preparation and issuance of No Objection Certificates (NOCs) for property transfers, partial/full redemptions, refinancing, satisfaction of charges, and related activities. Maintenance of a custody register for executed documents across designated custodial entities, office locations, and other secured repositories. Execution and administration of share pledging and unpledging, including due diligence, documentation review, and compliance with security agreements. Drafting and issuance of custody letters, confirmation notices, and related correspondences in accordance with internal legal protocols. Entry and validation of data on regulatory platforms such as CERSAI, NESL, ISIN MIS, and DLT systems, ensuring compliance with maker-checker workflows and audit trails. Assistance during internal and external audits by providing documentation, transaction trails, and compliance clarifications. Maintenance of version control and archival systems for executed agreements, client communications, and approvals. Preparation of MIS reports and dashboards covering transaction progress, compliance metrics, and document tracking. Development and periodic review of Standard Operating Procedures (SOPs), workflows, and checklists to align with evolving compliance and operational norms. Coordination with rating agencies, debenture trustees, and depositories to ensure compliance, information sharing, and transaction closure. Maintenance of trackers and calendars for regulatory filings and disclosures under SEBI, RBI, MCA, and other applicable authorities. Safeguarding the confidentiality and legal integrity of all sensitive documents and information in line with data protection and company policy. Participation in training sessions, policy reviews, and legal updates to stay abreast of changing regulatory frameworks and compliance practices. Support for client onboarding, including KYC/AML checks, legal documentation, and operational readiness for transaction processing. Escalation of deviations, delays, or process breaches to relevant stakeholders for prompt resolution within defined turnaround times (TATs). Liaising with clients to obtain statutory disclosures and regulatory filings, such as BENPOS, QCR, HLY disclosures, and other required documentation.
Posted 3 weeks ago
2.0 - 6.0 years
3 - 6 Lacs
mohali
Work from Office
Ensure the timely distribution, shipment, and receipt of goods and services. Implement sales strategies such as cold calling, planning visits, building relationships, and maintaining prospect database expand the client base and increase market share.
Posted 3 weeks ago
3.0 - 7.0 years
2 - 3 Lacs
thiruvananthapuram
Work from Office
Role & responsibilities * Achieve monthly target and annual gold loan, business loan disbursement and portfolio growth targets * Lead and manage the gold loan, business loan operations across assigned branches to ensure smooth functioning * Implement effective strategies to grow the gold loan, business loan business, enhance productivity and improve profitability * Conduct regular branch visits, staff guidance and performance monitoring to ensure operational excellence * Ensure strict compliance with company policies, procedures and regulatory guidelines * Monitor market trends to identify new opportunities and improve market share * Train, motivate and mentor branch - Level staff to build a high performing gold loan, business loan team * Proactively handle customer issues and ensure excellent service delivery * Provide periodic reports and insights to senior management on business performance and risk areas Preferred candidate profile * Minimum 7 years of hands-on experience in the gold loan, business loan Industry, with at least 3 years in a managerial or leadership role * Proven track record of achieving business targets, driving portfolio growth, and managing multi branch operations * Strong knowledge of gold valuation techniques, operational procedures and regulatory compliance * Excellent leadership, people management and team development skills * Analytical mindset with the ability to identify business opportunities and mitigate risks * Strong interpersonal and customer service orientation * Ability to work independently and under pressure in a target driven environment * Proficiency in MS Office and familiarity with financial services systems will be an added advantage * A degree or equivalent professional qualification in Business Management, Finance or Banking is preferred
Posted 4 weeks ago
1.0 - 2.0 years
4 - 6 Lacs
kochi
Work from Office
Interest in Sales,More than 1 year of experience in Sales ( Insurance {Life/Health/General} / Mutual Fund/ Stock Broking/Debentures /Bonds etc,As exception let us go for credit cards sales team,Freshers who is having Sales Flavour. Required Candidate profile Freshers 3 Lakhs Annual CTC, Experienced- Hike to upto 25% to 30% from last drawn CTC .4 years of experience having relevant certifications with Plus Two qualification can also consider
Posted 4 weeks ago
0.0 - 5.0 years
3 - 4 Lacs
Mumbai
Work from Office
The Company identified the potential of the Internet to cater to a mass retail segment and transformed its business model from providing information services to institutional customers to retail customers. Money Honey leveraged its position as a provider of financial information and analysis by diversifying into transactional services, primarily for online trading in shares and securities and online as well as offline distribution of personal financial products, like mutual funds, fixed deposits, debentures and RBI Bonds. Tasks Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. Providing periodic updates on the performance of investment portfolios. Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes. Requirements Graduate Fresher Finance Knowledge Mathematics Updated: 1 hour ago
Posted 1 month ago
0.0 - 2.0 years
2 - 2 Lacs
Alleppey
Work from Office
Roles and Responsibilities Manage branch operations, ensuring efficient sales performance and customer satisfaction. Collaborate with team members to achieve sales targets and improve overall branch performance. Provide exceptional customer service by resolving queries and concerns in a timely manner. Oversee gold loan operations, including processing applications, managing inventory, and maintaining compliance with regulatory requirements. Develop and execute marketing strategies to increase brand awareness and drive business growth.
Posted 1 month ago
1.0 - 4.0 years
4 - 8 Lacs
Ahmedabad
Work from Office
Coordinate with Companies and Branches to track and update transaction status Collect and compile MIS reports from Companies or download from respective portals Import MIS into internal systems and perform daily reconciliation Process Fixed Deposit (FD) transactions on respective company portals Execute NCD (Non-Convertible Debentures) bidding on the stock exchange platforms
Posted 1 month ago
1.0 - 3.0 years
4 - 5 Lacs
Mohali
Work from Office
Generate new business opportunities Conduct cold calls, follow up on leads, and schedule meetings with clients Present and promote products(Debentures/Equity) to prospective clients Submit reports to management. 2 Wheeler mandatory
Posted 1 month ago
3.0 - 5.0 years
3 - 3 Lacs
Chennai
Work from Office
Job Responsibility Handling branch operations, motivate the team and ensure team work to achieve branch targets every month. Ensure month on month gold loan growth for the branch. Canvassing and marketing all products including debentures, insurance, tour and travel. Custodian of key, cash management and accounting, gold appraisals, interest collection. Customer relationship building, improve interest collections, control NPAs, participate in the marketing activities
Posted 2 months ago
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