53 Financial Assessment Jobs - Page 2

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...

Roles & Responsibilities: The role holder will actively support the development, coordination, and management of strategic initiatives in close partnership with external stakeholders and cross-functional internal teams. As the Single Point of Contact (SPOC) for their area of responsibility, they will foster strong business relationships and ensure seamless collaboration to enable data-driven decision-making and support key business objectives. Job Requirements : 1. Distributor Onboarding & Financial Assessment :- Conduct financial due diligence to assess the stability and creditworthiness of potential distributors during onboarding. 2. CDF and MDF validation - Develop, track, and manage annu...

You will be joining Absolute Insurance Surveyors and Loss Assessors Pvt Ltd, a company with a strong reputation for quantifying unforeseen and accidental losses sustained by policyholders for nearly thirty years. Our vision is to establish ourselves as the leading and most reliable surveyors and loss assessors in the industry. We are committed to delivering fair and just assessments promptly, ensuring the utmost satisfaction for our valued clients. Our ultimate mission is to assist insurers in fulfilling their promises to policyholders and reinforcing trust in the insurance sector. In this full-time intern Chartered Accountant position based in Vadodara, you will play a crucial role in the f...

SAMRIDH Impact Solutions (SIS), a subsidiary of IPE Global, enhances private sector participation in addressing crucial socio-economic challenges across developing markets by connecting enterprises, investors, and donors. Leveraging IPE Global's 25+ years of experience in international development and strong presence across Asia and Africa, it bridges critical gaps that limit the scalability and sustainability of impact-led private enterprises. SIS has built strategic partnerships with premier institutions to strengthen its ecosystem approach. It offers a comprehensive suite of integrated advisory services through three core service lines: TechPAD, Market and Business Advisory, and Impact Fi...

You will be joining Amalgam Steel, a company that is experiencing significant growth due to increasing demand for steel products in various sectors. As the Head of Strategic Growth & Development, you will play a key role in driving strategic initiatives, identifying new market opportunities, and leading the company's downstream diversification and innovation efforts. Your responsibilities will include conducting thorough market research to identify trends and competitive dynamics, translating insights into actionable strategies, evaluating new business ideas and opportunities, assessing feasibility, and building financial models to determine viability and ROI. You will also collaborate with ...

Role & responsibilities : Internal rating validation for Corporate, SME, Business Banking, NBFC, MFI, Broker, Bank clients across the bank. Key activities include. Detailed assessment and understanding of credit risk (industry, business, financials, management), credit ratings. Preparation of rating rationale along with rationale for any changes in risk scores Review deviations to the credit policy of the Bank. Recommendations/comments on all proposals placed to Board level credit committee with respect to policy compliance/ portfolio risk/ industry prospects, etc. Decision making along with the stakeholders (Credit/ Business) Effective interaction with business/credit groups across Large Co...

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. To excel in this role, you should bring to the table a background in Customer Service and Client Relations, along with proficiency in Financial Assessment and Gold Valuation. ...

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