35 Financial Assessment Jobs

Role Overview: You are sought after to join the Impact Investments team at SAMRIDH Impact Solutions (SIS), a subsidiary of IPE Global, to mobilize private capital for high-impact enterprises in the health sector. Your role will include sourcing mission-aligned enterprises, assessing their investment readiness, supporting capital raises, and engaging with investors. Key Responsibilities: - Market Research: Conduct in-depth industry research within the health sector to identify emerging trends, investment opportunities, and relevant investors and stakeholders. - Deal Sourcing: Proactively identify and build a pipeline of private sector enterprises in the health sector seeking debt or equity in...

As a Credit Executive at Khushbu Auto Finance Ltd. (KAFL), your role will involve supporting credit appraisal, risk assessment, and loan processing activities in the Credit Department at the Rajkot location. You will receive training to evaluate customer profiles and ensure policy compliance. **Key Responsibilities:** - Assist in credit appraisal of loan applications for two- and three-wheeler financing - Conduct financial analysis and verify customer documents (KYC, income proof, banking, etc.) - Coordinate with sales and operations teams for loan file processing - Prepare reports and maintain records for approvals and disbursements - Ensure adherence to company policies and RBI guidelines ...

Company Description HDFC Bank is India's largest private sector bank, providing a wide range of financial products and services to over 92 million customers. With a broad distribution network of 8,919 branches and 21,031 ATMs across 3,836 cities and towns, we are accessible to millions. Promoted by HDFC, India's leading housing finance company, HDFC Bank offers innovative banking solutions to individuals and businesses, empowering them with tailored financial tools. Role Description This is a full-time on-site role for a Relationship Manager Working Capital, located in Patiala. The Relationship Manager will be responsible for managing and enhancing the working capital portfolio of the bank. ...

You will be working as an International Medical Counsellor at Fitsib, playing a crucial role in connecting with international patient leads, understanding their medical conditions, and providing the best treatment plan from hospitals to meet their requirements. Your tasks will include: - Assessing the patient's financial condition and developing a treatment plan within their budget. - Convincing patients to undergo treatment through Fitsib. - Coordinating with the hospital operation team to obtain Visa Invitation letters for patients. - Assisting in filling out visa applications for the patient and their attendant. - Finding hotels within the patient's budget. - Pre-intimating the hospital a...

As a Mutual Fund Advisor at our company in Varthur, you will assist clients in achieving their financial goals through informed investment decisions. Your responsibilities will include: - **Client Acquisition and Relationship Management:** - Identify and acquire new clients through networking and referrals. - Build strong and lasting relationships with clients based on trust. - Act as the primary contact for client inquiries, providing exceptional service. - **Financial Assessment and Goal Setting:** - Conduct thorough assessments of clients" financial situations. - Understand clients" financial goals, risk tolerance, and investment time horizon. - **Investment Advice and Portfolio Construct...

As an ideal candidate for this role, you will be responsible for strengthening operational delivery to maximize Agency business and customer acquisition. Your key responsibilities will include: - Delivering growth through revenue retention and generation initiatives. - Collaborating with the Branch Operations Team to generate customer leads. - Achieving targets by working closely with the Branch Operations team. - Deriving new initiatives from the existing customer base and exploring new untapped markets to drive new sales. - Leveraging various vectors to achieve set targets. - Managing customer parameters and persistency for sales. - Managing the product mix as agreed upon from time to time...

Role: Relationship Manager -Home Loan Location: Kurla West -Mumbai Key Responsibilities: Portfolio Management & Growth: Maintain and grow an existing customer base; identify and acquire new clients. Cross?sell/upsell home loan products, housing improvement loans, plot finance etc. Customer Relationship & Servicing: Build strong relationships with customers to understand their housing finance needs. Interface with customers to collect necessary documentation, conduct financial assessment, assist in loan application process. Ensure excellent service delivery: respond to customer inquiries, resolve issues, and follow up for smooth loan processing and disbursal. Business Development: Generate le...

Hiring for Business Banking Relationship Manager in a leading Bank. Location-Vijayawada, Andhra Pradesh, India Grade- Upto AVP. Relationship Manager in the Business Banking Group is responsible for building and maintaining strong relationships with business clients. Duties and Responsibilities: Development of sourcing channels: Developing effective sourcing channels is essential for optimizing supply chains, reducing costs, and enhancing procurement efficiency. Portfolio Management: managing a collection of investments, assets, or projects to achieve specific financial goals and maximize returns while minimizing risks. It involves strategic decision-making regarding asset allocation, risk as...

As a Gold Loan Officer at Manipal Fintech, you will play a crucial role in processing gold loan applications and providing top-notch customer service to our valued clients. Located in Vadodara, this full-time on-site position requires you to verify customer documents, evaluate the value of gold, and maintain precise records throughout the loan process. Your attention to detail and adherence to company policies and regulatory guidelines will be instrumental in ensuring a seamless and secure experience for our customers. - Verify customer documents - Evaluate the value of gold - Maintain precise records throughout the loan process To excel in this role, you should bring to the table a backgrou...

As an Internal Rating Validation specialist at our organization, your primary responsibility will be to evaluate and validate credit ratings for corporate, SME, business banking, NBFC, MFI, broker, and bank clients. Your key activities will revolve around conducting detailed reviews of credit aspects such as industry analysis, business evaluation, financial assessment, and management scrutiny. You will be expected to prepare rating rationale and provide explanations for any changes in risk scores. - Evaluate and validate credit ratings for various types of clients - Conduct detailed reviews of credit aspects including industry analysis, business evaluation, financial assessment, and manageme...

SAP, ERP, Tally, Accounting, Balance sheet, BRC, Fund rising, Fund deployment, Budgeting, Financial Assessment, Banking, Transaction, Asset Allocation, Statutory compliance, Taxation, Audit,

As a Credit Manager with 3 to 5 years of experience in SME Micro-LAP (Loan Against Property), your role will involve credit underwriting, conducting financial assessments of small businesses, and managing secured lending. Your main duties will include: - Evaluating loan proposals - Collaborating with verification, legal, and technical teams - Ensuring compliance with internal credit policies Key skills required for this position include expertise in: - SME Micro-LAP - Credit underwriting - Risk analysis - Financial assessment - Secured lending If you meet these qualifications and are interested in this opportunity, please send your resume to service@moneyase.in.,

Role & responsibilities Looking at the annual accounts and regulatory filings of the insurers and standardize the Balance Sheet and Income Statement figures as per the format set by Market Security Group. Understanding financial accounts of insurance and reinsurance companies, including property, casualty, life and health insurance companies from around the world. Assist the insurance analysts in producing detailed factual reports and financial assessment on certain carriers for the benefit of WTWs clients by making available financial figures, ratios, ownership info, business split, and information from other public domain sources. Assist in producing bespoke reports as per the requirements...

As a Home Loan Officer, your role involves building and maintaining relationships with customers seeking home loans. You will assess customer needs and financial situations to recommend suitable loan products. Your responsibilities will include: - Guiding customers through the loan application process, ensuring all documentation is complete and accurate. - Achieving sales targets by actively promoting home loan products and services. - Staying informed about market trends, competitor activities, and changes in lending regulations. - Providing excellent customer service by addressing inquiries and resolving issues promptly. - Collaborating with internal teams, such as underwriting and loan pr...

Sales and Promotion Actively promote and sell vehicle loan products to individual customers and businesses through direct sales and referrals. Customer Assessment Evaluate customers financial profiles and recommend the most suitable vehicle loan products based on their needs and eligibility. Application Support Guide customers through the entire loan application process, ensuring all required documentation is accurately collected and verified. Partner Collaboration Coordinate with automobile dealerships and vendors to facilitate loan processing and vehicle purchases. Customer Relationship Management Maintain regular communication with customers to provide status updates on loan applications ...

Sales and Promotion Actively promote and sell vehicle loan products to individual customers and businesses through direct sales and referrals. Customer Assessment Evaluate customers financial profiles and recommend the most suitable vehicle loan products based on their needs and eligibility. Application Support Guide customers through the entire loan application process, ensuring all required documentation is accurately collected and verified. Partner Collaboration Coordinate with automobile dealerships and vendors to facilitate loan processing and vehicle purchases. Customer Relationship Management Maintain regular communication with customers to provide status updates on loan applications ...

Sales Promotion Actively promote and sell vehicle loan products to individual customers and businesses to increase loan portfolio and customer base. Customer Financial Assessment Evaluate customers financial situations to recommend the most suitable loan products based on their needs and eligibility. Loan Application Support Guide customers throughout the loan application process, ensuring timely collection and verification of all necessary documents. Partner Collaboration Coordinate with automobile dealerships and automotive vendors to facilitate seamless loan approvals and vehicle purchases. Customer Relationship Management Maintain consistent communication with customers, providing real-t...

Sales and Promotion Actively promote and sell vehicle loan products to both individual customers and business clients. Customer Assessment Assess customers financial situations to recommend appropriate and customized vehicle loan solutions. Application Support Guide customers through the loan application process, ensuring all required documentation is accurately collected and verified. Dealer and Vendor Collaboration Collaborate with dealership partners and automotive vendors to facilitate smooth loan approvals and vehicle purchases. Customer Relationship Management Maintain ongoing communication with customers to provide updates on loan application status and address any queries or concerns...

As a Vehicle Loan Sales Specialist, your primary responsibility will be to actively promote and sell vehicle loan products to individual customers and businesses. You will be required to assess customers" financial situations in order to recommend suitable loan products that meet their needs. Guiding customers through the loan application process will also be a key part of your role, ensuring that all necessary documentation is collected and verified. Collaboration with dealership partners or automotive vendors will be essential to facilitate loan approvals and vehicle purchases. It will be important to maintain regular contact with customers to provide updates on loan applications and addre...

As a Full-time Fresher in this role, you will be responsible for visiting Committee Centres on a daily basis to collect necessary information. Your primary tasks will include reviewing loan requests, assessing clients" financial status, and evaluating creditworthiness and associated risks. Based on your analysis, you will be required to approve or reject loan requests. It will also be part of your duties to maintain accurate and updated records of all loan applications and verify loan documents thoroughly. In addition to your core responsibilities, you will also enjoy benefits such as health insurance and Provident Fund coverage. The work schedule for this position is during the day shift, a...

You will actively promote and sell vehicle loan products to individual customers and businesses. You will assess customers" financial situations and recommend suitable loan products. It will be your responsibility to guide customers through the loan application process, ensuring all necessary documentation is collected and verified. You will collaborate with dealership partners or automotive vendors to facilitate loan approvals and vehicle purchases. Maintaining regular contact with customers to provide updates on loan applications and resolving any queries will also be a part of your role. Meeting or exceeding monthly and annual sales targets set by management is crucial. Ensuring complianc...

As an intern at FREED, you will be responsible for the following day-to-day activities: - Writing catchy captions, short-form content, and ad copies to engage the audience. - Designing eye-catching posts, stories, and infographics that resonate with our target audience. - Collaborating on content calendars and campaign ideas to ensure a strategic and cohesive approach to our content creation efforts. About the Company: FREED is pioneering a new category in the Indian Financial Services Industry with a consumer-first approach, offering a range of Debt Relief solutions. The increasing consumer debt and its associated defaults pose a significant challenge to both individual consumers and the na...

Job Purpose Implement the sales strategy for OTC (Over the Counter) sales in the designated area - Garments) for the Linen Fabric business of JST to improve market capitalization and to achieve business objectives Job Context & Major Challenges Challenge is to promote and sale Linen fabric in OTC and dominate in domestic market despite growing competition from other domestic suppliers. To create demand for the Linen fabrics among Indian consumers in the market environment where the scope is much yet. Challenge is to continuously enrich product mix through new product/design development for expanding the customer base and profitable growth. Catering to the market with existing lead time as fa...

Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business Descriptor HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Through our international network, we connect emerging and mature markets, covering key growth areas. We partner with our corporate, government and institutional clients to help them achieve co...

Job description HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Through our international network, we connect emerging and mature markets, covering key growth areas. We partner with our corporate, government and institutional clients to help them achieve consistent, long-term performance. Our products and services include advisory, financing, prime services, research and analysis, securities services, trading and sales and transaction banking. Principal Responsibilities . Through Innovation Banking, our international network offers comprehensive support and services to new age economy Tech clients and Glo...