19 Financial Assessments Jobs

Company Description Neha R Gupta & Co. is a chartered accountancy firm registered with the Institute of Chartered Accountants of India (ICAI) and headquartered in New Delhi. We provide fast and reliable services in income tax and GST consultancy, auditing, accountant certification, and business formation services. We serve a diverse array of clients, including individuals, business professionals, and corporate clients across various sectors such as tour & travel, financial & business services, hospitality, food & beverage, pharmaceutical, apparel, retail & wholesale, jewellery, education, energy, industry machinery, steel & metal, media & publishing, and public relations. Role Description Th...

As a candidate with minimum 6 months to 1 year of experience in the Microfinance Industry as a Business Correspondent Manager (BCM), you are sought after by a reputable Microfinance Institution. Key Responsibilities: - Manage and build relationships with clients in the Microfinance Industry - Achieve business targets and goals set by the organization - Conduct financial assessments and risk analysis of potential clients - Ensure compliance with regulatory requirements and internal policies Qualifications Required: - Minimum 6 months to 1 year of experience in the Microfinance Industry as a BCM - Strong understanding of financial products and services offered by MFIs - Excellent communication...

Job Description Role Title: Senior Manager/ Deputy General Manager Japan Department: Finance Role Purpose: As Dy GM of the Finance , he/she will be part of the senior management team of the organization. He/she will be responsible to direct, control and administer the financial activities of the organization and provide the Plant Director and the Controller with financial assessments and information which will ensure planning and budgeting activities meet corporate goals. The incumbent would also ensure finalization of annual accounts as per local statutory requirement. He/she will also be responsible for taxation related activities and implementation of Black Line and co-ordination of all C...

You will be part of a forward-thinking consulting firm that thrives on tackling clients" challenges with practical and innovative solutions. Your role will involve providing exceptional service to prospective students while upholding the values of teamwork and efficiency. Key Responsibilities: - Offer customer-oriented support and guidance on admissions policies. - Follow standard procedures to ensure smooth service delivery. - Maintain accurate records and provide administrative assistance to applicants. - Address applicant queries promptly and clearly. - Validate application data and minimum entry requirements. - Assist with fee assessments and background checks. - Process application outc...

In this role at Radhya Microfinance, you will be responsible for conducting financial assessments, processing loans, evaluating clients, and engaging with the community. Your strong communication skills, along with the ability to conduct field visits and maintain accurate records, will be essential in this position. Additionally, your knowledge of financial products and financial literacy education will help empower individuals and communities through affordable loan products. **Key Responsibilities:** - Conducting Financial Assessments - Processing Loans - Evaluating Clients - Engaging with the Community - Conducting Field Visits - Maintaining Accurate Records - Providing Financial Literacy...

Role Overview: As a Life Insurance Agent, your primary responsibility will be to sell life insurance policies to individuals based on their specific needs and financial goals. You will need to explain different types of life insurance coverage, such as term life, whole life, and universal life, to clients in a clear and understandable manner. Building and maintaining relationships with potential and existing clients is crucial to ensure their insurance needs are met over time. Conducting thorough financial assessments to determine appropriate coverage amounts for each client will also be part of your role. Key Responsibilities: - Sell life insurance policies to individuals based on their spe...

Role Overview: As an Access Customer Service Representative (CSR), you will play a crucial role in providing exceptional customer service and administrative support for the Access program, which is integral to the intake and enrollment processes for BTCS programs. Your proactive and empathetic nature will be essential in handling various tasks, including non-clinical screenings, financial assessments, insurance verification, addressing inquiries, collaborating with team members, data entry, and appointment scheduling. You will also focus on tasks related to the Determination of Intellectual Disability (DID) within the IDD Intake process. Proficiency in DID scheduling, contractor communicatio...

Role Overview: As a Relationship Manager, you will be instrumental in driving the growth of the organization's mortgage loan portfolio. Your primary responsibilities will include engaging with potential clients, establishing strong relationships, and converting leads into mortgage loan customers. Your role is crucial to the company's success in the competitive mortgage lending market, requiring a blend of sales acumen, financial expertise, and exceptional customer service. Key Responsibilities: - Identify and pursue new customer leads for mortgage loans. - Build and maintain strong relationships with potential and existing clients. - Educate clients on mortgage loan products, eligibility cri...

As a Client Account Manager at Mahindra & Mahindra Financial Services Limited, your role is crucial in managing client accounts and providing excellent customer service. You will be responsible for conducting financial assessments, overseeing loan disbursements, and ensuring client satisfaction. Key Responsibilities: - Manage client accounts effectively, ensuring timely and accurate services - Conduct financial assessments to determine clients" eligibility for loans - Coordinate loan disbursements and ensure compliance with company policies - Provide exceptional customer service, addressing client inquiries and concerns promptly - Collaborate with team members to achieve departmental goals a...

As a Quantitative Analyst for Private Markets at Invient, you will play a crucial role in providing clients with essential data and analytics solutions in the realm of alternative asset funds. Your responsibilities will include: - Gathering and structuring financial data from diverse sources, including confidential documents, financial statements, reports, websites, and online databases. - Conducting precise and meticulous financial assessments based on the collected data. - Summarizing, organizing, documenting, and verifying the results of your analysis using specialized software tools. - Enhancing your proficiency in private market fund accounting and analysis to facilitate your career pro...

The AP Process Lead position in Kolkata requires the candidate to have certifications such as Six Sigma green belt or Train the Trainer. Experience in KT/Transition and managing cross-functional training in the team is essential. Proficiency in MS Office, Excel macro, and MS Access database creation is necessary. The responsibilities include preparing and gathering data for financial assessments, scenario analysis, rate case filing inputs, Budget-to-Actual for Balance sheet and Profit and Loss, data collection and upload into Hyperion, Variance Analysis, preparing MIS reports, and dashboards. The candidate will lead periodical reviews and calls with internal and external stakeholders. The ro...

You will be responsible for overseeing Banking Operations and conducting Financial Assessments. Your role will involve managing Customer Relationships, leading teams, ensuring Compliance with Banking Regulations, and developing and executing Banking Strategies. Excellent communication and interpersonal skills are necessary for this role, as well as the ability to multitask in a fast-paced environment. A Bachelor's degree in Finance, Business Administration, or a related field is required. Previous experience in the financial services industry would be advantageous.,

As a qualified candidate for this role, you will have experience in Banking Operations and Financial Assessments. Your skills in Customer Relationship Management and Team Leadership will be essential for effectively managing client interactions and leading a team towards success. In addition, your knowledge of Banking Regulations and Compliance will ensure that all operations are in line with industry standards. Your ability to develop and implement Banking Strategies will contribute to the overall growth and success of the organization. Excellent communication and interpersonal skills are crucial for building strong relationships with clients and colleagues. The role requires you to multita...

The ideal candidate will have experience in Banking Operations and Financial Assessments. You should possess skills in Customer Relationship Management and Team Leadership, along with knowledge of Banking Regulations and Compliance. Your ability to develop and implement Banking Strategies will be crucial for this role. Excellent communication and interpersonal skills are necessary, as well as the ability to multitask and work in a fast-paced environment. A Bachelor's degree in Finance, Business Administration, or a related field is required. Experience in the financial services industry is a plus.,

You will be working as a full-time Relationship Manager at Ummeed Housing Finance Private Limited in Gwalior. Your primary responsibility will be to manage customer relationships, assess loan eligibility based on their income and business/trade, and provide doorstep services. You will assist customers with their loan applications, understand their specific needs, process loans efficiently, and ensure high customer satisfaction levels. To excel in this role, you should possess strong customer relationship management and client servicing skills. Experience in financial assessments and loan processing is essential. Excellent communication and interpersonal skills are crucial for effectively int...

We are seeking a dynamic and results-driven Intern to drive the strategic growth of our network in the capacity of Marketing Intern for our Network Expansion department in Chennai. Reporting to the Head of Business Development, you will be responsible for spearheading the expansion of our brand through the onboarding of franchise partners, institutional collaborations, and regional centers. Your role will require a strong blend of business acumen, partner relationship management, and field execution to enhance our brand's presence across India and global markets. Your primary responsibilities will include crafting and executing market expansion strategies, identifying and onboarding new part...

The Pricing and Contracting Finance Analyst will play a critical role in driving strategic financial decisions by providing pricing analysis, supporting contract negotiations, and ensuring compliance with financial policies. This role bridges the gap between sales, finance, and legal teams to ensure that all commercial agreements are financially sound and aligned with business objectives. Key Responsibilities - Develop and manage pricing models and financial assessments for IT products and service offerings. - Manage the financial review and compliance of customer contracts, including pricing terms and conditions. - Analyze market trends, cost structures, and competitor pricing to inform str...

The Access Customer Service Representative (CSR) plays a pivotal role in providing outstanding customer service and administrative support for the Access program, an essential component of the intake and enrollment procedures for BTCS programs. As a proactive and empathetic individual, you will be responsible for a diverse range of tasks, including conducting non-clinical screenings, performing financial assessments, verifying insurance details, addressing inquiries, collaborating with team members, data entry, and appointment scheduling. Special emphasis will be placed on tasks associated with the Determination of Intellectual Disability (DID) within the IDD Intake process. It is imperative...

The Access Customer Service Representative (CSR) position is crucial in providing outstanding customer service and administrative support for the Access program at BTCS. As a CSR, you will be responsible for various tasks such as conducting non-clinical screenings, performing financial assessments, verifying insurance information, answering calls, directing inquiries, collaborating with team members, data entry, and scheduling appointments. A significant emphasis will be placed on tasks related to the Determination of Intellectual Disability (DID) in the IDD Intake process. You will need to develop expertise in DID scheduling, communication with contractors, report handling, and billing-rela...