53 Financial Assessment Jobs

You will be working as an International Medical Counsellor at Fitsib, where you will play 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, developing a treatment plan within their budget, convincing patients to undergo treatment through Fitsib, and coordinating with the hospital operation team to obtain Visa Invitation letters for patients. Additionally, you will assist in filling out visa applications for the patient and their attendant, find hotels within the patient's budget, pre-intimate...

You will be responsible for visiting Committee Centres for daily collection and reviewing loan requests to assess clients' financial status. Your role will involve evaluating creditworthiness and risks, analyzing risks, and approving or rejecting loan requests. Additionally, you will be expected to maintain updated records of loan applications and verify loan documents. **Qualifications Required:** - Fresher - Full-time job seeker **Benefits:** - Health insurance - Provident Fund Please note that the work schedule is in the day shift, and the work location is in person. You will be responsible for visiting Committee Centres for daily collection and reviewing loan requests to assess clients' ...

In this role, you will be actively promoting and selling vehicle loan products to both individual customers and businesses. You will assess customers" financial situations and provide recommendations on suitable loan products. Your responsibilities will include guiding customers through the loan application process, ensuring all required documentation is collected and verified. Additionally, you will collaborate with dealership partners or automotive vendors to facilitate loan approvals and vehicle purchases. Key Responsibilities: - Actively promote and sell vehicle loan products - Assess customers" financial situations and recommend suitable loan products - Guide customers through the loan ...

As a Debt Manager at IDFC FIRST Bank, your role involves managing and recovering debts for BIL, Personal Loan, and MBL portfolios in the Ahmedabad region. Your responsibilities include: - Developing and implementing strategies to recover delinquent debts for BIL, Personal Loan, and MBL portfolios - Monitoring and tracking delinquent accounts, taking necessary actions to recover debts - Working closely with internal teams such as Credit, Collections, and Legal for timely and effective debt recovery - Conducting field visits to meet customers, assess their financial situation - Maintaining accurate records of all debt recovery activities, updating the system accordingly - Providing regular rep...

As a Vehicle Loan Sales Representative, your role involves actively promoting and selling vehicle loan products to individual customers and businesses. You will assess customers" financial situations and recommend suitable loan products. Your responsibilities will include guiding 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. Additionally, maintaining regular contact with customers to provide updates on loan applications and resolve any queries is crucial. Key Responsibilities: - Actively promote and sell vehi...

Job Overview The General Manager Business Development (Land Development) will lead the organization's growth in land banking, land acquisition and development, with a focus on office/IT parks, plotted developments and related asset classes. The role is responsible for identifying and evaluating land parcels, driving strategic investments, building and leading the BD team, and delivering sustainable revenue and profitability growth aligned to the company's strategic plans. Key Responsibilities Identify, evaluate and shortlist land parcels suitable for office/IT parks, plotted developments and other land development opportunities in and around Bengaluru. Create and maintain a structured pipeli...

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. - Preparing rating rationale and providing explanations for any changes in risk scores. Part of your role will involve: - Reviewing deviations to the credit policy of the Bank. - Offering recommendations and comments on proposals presented to the Board-level credit committee. - Approving judgmental ...

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...

You will be responsible for evaluating and processing credit card applications under various programs, ensuring compliance with credit policies and KYC guidelines. This role requires strong analytical skills to assess financials and determine customer creditworthiness. You should have the ability to maintain high audit standards and turnaround times. Additionally, you will coordinate with verification agencies to ensure timely and accurate reporting, playing a key role in maintaining the quality and efficiency of the underwriting process. Key Responsibilities: - Evaluate and process credit card applications under various programs - Ensure compliance with credit policies and KYC guidelines - ...

As a Vehicle Loan Sales Representative, your primary responsibility will be to actively promote and sell vehicle loan products to individual customers and businesses. You will assess customers" financial situations and recommend suitable loan products tailored to their needs. Your role will involve guiding customers through the loan application process, ensuring all necessary documentation is collected and verified. Key Responsibilities: - Collaborate with dealership partners or automotive vendors to facilitate loan approvals and vehicle purchases - Maintain regular contact with customers to provide updates on loan applications and resolve any queries - Meet or exceed monthly and annual sale...

As a Home Loan Officer, your role involves building and maintaining relationships with customers looking for home loans. You will assess their needs and financial situations to recommend suitable loan products. Your key responsibilities 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...

As a Vehicle Loan Sales Representative, your role will involve actively promoting and selling vehicle loan products to both individual customers and businesses. You will be responsible for assessing customers" financial situations and recommending suitable loan products. Your duties will include guiding customers through the loan application process, ensuring all necessary documentation is collected and verified. Additionally, you will collaborate with dealership partners or automotive vendors to facilitate loan approvals and vehicle purchases. Your key responsibilities will include: - Meeting or exceeding monthly and annual sales targets set by management - Maintaining regular contact with ...

As a Vehicle Loan Sales Representative, your role involves actively promoting and selling vehicle loan products to individual customers and businesses. You will assess customers" financial situations and recommend suitable loan products, guiding them through the loan application process to ensure all necessary documentation is collected and verified. Collaborating with dealership partners or automotive vendors will be essential to facilitate loan approvals and vehicle purchases. Your key responsibilities will include: - Meeting or exceeding monthly and annual sales targets set by management - Maintaining regular contact with customers to provide updates on loan applications and resolve any q...

As a Vehicle Loan Sales Representative, your role involves actively promoting and selling vehicle loan products to individual customers and businesses. You will assess customers" financial situations and recommend suitable loan products. Your responsibilities will include guiding customers through the loan application process, ensuring all necessary documentation is collected and verified. Additionally, you will collaborate with dealership partners or automotive vendors to facilitate loan approvals and vehicle purchases. Key Responsibilities: - Actively promote and sell vehicle loan products to individual customers and businesses - Assess customers" financial situations and recommend suitabl...

As a Vehicle Loan Sales Representative, your role involves actively promoting and selling vehicle loan products to both individual customers and businesses. You will assess customers" financial situations and recommend suitable loan products to meet their needs. Guiding customers through the loan application process will be a key responsibility, ensuring all necessary documentation is collected and verified. Your day-to-day tasks will include collaborating with dealership partners or automotive vendors to facilitate loan approvals and vehicle purchases. It will also be essential to maintain regular contact with customers, providing updates on loan applications and resolving any queries that ...

Role summary: We are hiring for the post of AD in Consulting team for Healthcare- private and public health. Candidates with strong experience of working in research/consulting firms in healthcare and health tech. Job requirements: The candidate should have demonstrated experience of working with clients for consulting and strategy planning assignments. Experience in assessment of healthcare segments- private, public health, health tech etc. Team management Ability to manage projects Strong communication and presentations skills Ability to build new areas of consulting business and garner new clients Strong analytical ability for industry and company analysis Demand supply and industry dynam...

You will be responsible for contacting borrowers with delinquent mortgage accounts via phone, email, and mail. Your main tasks will include assessing the borrower's financial situation and determining the reason for delinquency. It is crucial to ensure compliance with all relevant federal, state, and local regulations. Keeping accurate records of all collection activities and communications is essential. You should be prepared to escalate accounts to foreclosure or other legal proceedings as necessary. Providing excellent customer service while adhering to all collection policies and procedures is key. Collaboration with internal departments to resolve issues and assist borrowers will also b...

Role Overview As the AD Business Strategy & M&A at GUS Global Services, you will play a crucial role in the CEOs office by spearheading strategic initiatives, aiding in decision-making processes, and ensuring the successful implementation of impactful projects. Your responsibilities will involve evaluating and executing business strategies, partnerships, and Mergers & Acquisitions (M&A) to drive innovation and foster growth within the higher education sector. Key Responsibilities - Lead strategic projects and initiatives throughout their lifecycle, ensuring they are in line with the company's objectives. - Evaluate potential partnerships, investments, and M&A opportunities through comprehens...

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...