20 Financial Service Jobs

As a Joint Recovery Processing / Chargeback Analyst at Presidents Choice Financial, you will be responsible for providing exceptional customer service by responding to various inquiries related to chargeback cases, fraud cases, and online disputes. You will analyze and process Fraud/Dispute cases, manage the chargeback lifecycle, investigate potential fraud cases, and process retrieval requests. Additionally, you will be involved in handling merchant challenges, fraud trend analysis, and ensuring compliance with Association Rules and Regulations. Your role will also require you to maintain a thorough understanding of all relevant regulations, communicate effectively with cardholders, cooperate with law enforcement agencies, and report on fraud trends. You must adhere to departmental escalation procedures, Quality Standard Guidelines, and PCI compliance standards. Moreover, you will mentor new employees, participate in team meetings, and follow the NTT DATA Code of Conduct and Credit Card Standards. To succeed in this role, you should possess analytical and problem-solving skills, be proficient in Microsoft Suite Applications, and have excellent communication skills. Personal qualities such as adaptability, flexibility, and reliability are essential. A willingness to pursue continuous learning, work within time constraints, and collaborate effectively with others is also required. Previous experience in credit card and/or financial services, customer service, and recoveries/chargeback within the financial sector will be advantageous. Knowledge of Association rules and regulations, TS2/TCS, and strong keyboarding skills are considered assets.,

Key Accountabilities and main responsibilities Strategic Focus Provide superior service to funds, members and key stakeholders meeting Service and quality standards. Complete daily processing within required Service Standards. Operational Management Provide superior service to funds, employers and members by meeting Service and quality standards. Process and complete all operations administrative. Ensure compliance with all legislative, financial and fund specific procedures to minimise any risk to the business. Quality review work to minimise rework of tasks and maintain high quality standards. Ensure the quality and productivity standards are met. Complete all transactions across funds as required. Communicate effectively with internal and external stakeholders to resolve enquiries. Complete adjustments and investigations as appropriate and as instructed. Participate as a positive member of the team by co-operating with others to achieve the teams goals. Governance & Risk Comply with all company policies, our core values and procedures. Ensure compliance with all legislative, financial and fund specific procedures to minimise any risk to the business. To create & upkeep Business Process Manuals & Make training manuals. The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs. Experience & Personal Attributes Experience 3-5 Years of experience in financial services industry Good understanding of relevant Superannuation legislation Sound knowledge of MS Office and other software packages Previous administration skills data entry / high volume type role, ideally in a financial service industry Accuracy and high attention to detail. Possess effective communication skills, both written and verbal Generate creative solutions to address problems and commit to follow through. Possess a sound knowledge of technical and compliance issues, understanding the relevant policies and legislation. Personal Attributes Good investigation and problem-solving abilities. Ability to follow procedure documents and identify opportunities for process improvements. Customer focused with the ability to collaborate with others to achieve desired outcomes. Ability to prioritise and time manage multiple tasks to meet tight deadlines.

We are seeking a highly professional and customer-centric individual for the Premium Banking/Collection Process role at KVC Consultants Ltd. In this position, you will be responsible for managing premium banking relationships or handling collection activities, ensuring excellent customer service and adherence to financial guidelines. Roles and Responsibilities: Manage and nurture relationships with premium banking clients, understanding their financial needs and providing tailored solutions. Handle collection processes for outstanding dues, engaging with customers professionally and empathetically to secure payments. Communicate effectively with clients regarding their accounts, transactions, or collection status through various channels (phone, email, etc.). Adhere strictly to banking regulations, company policies, and compliance guidelines in all interactions and transactions. Maintain accurate and detailed records of all customer interactions and transactions. Identify potential risks or issues related to accounts and escalate them to the appropriate teams when necessary. Work towards achieving collection targets or premium banking service metrics. Provide exceptional customer service, ensuring client satisfaction and loyalty. Skills Requirement: Strong communication and interpersonal skills. Excellent negotiation and problem-solving abilities. High level of professionalism and ethical conduct. Ability to understand and explain financial concepts clearly. Detail-oriented with strong organizational skills for record-keeping. Customer-focused mindset. Prior experience in banking, collections, or a related financial service role is preferred. Familiarity with relevant financial regulations and compliance standards is a plus. QUALIFICATION: Bachelor's degree in Finance, Business Administration, or a related field.

Actively contribute to various bids, including bid preparation, bid writing & proposal management. Review and analyse RFXs to understand client requirements and identify key opportunities Work closely with sales, delivery, legal & finance team to gather necessary information and insights. Actively support the overall bid improvement process to increase the quality and efficiency. Basic Qualifications/ Requirements - 3 to 5 years of experience in proposal management and bid processes Strong analytical and problem-solving skills Excellent communication and presentation skills Ability to work independently and collaboratively in a team environment Attention to detail and strong organizational skills Prior experience in the technology industry is a plus Healthcare Domain experience preferred MBA / PGDM Preferred Role: Branch Sales Manager (B2B) Industry Type: IT Services & Consulting Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Enterprise & B2B Sales Education UG: Any Graduate PG: MBA/PGDM in Any Specialization

Conduct portfolio analytics and deep dives as required by country/regional/Group Retail Credit. Develop credit strategies across the customer lifecycle of Origination, Portfolio Management and Collections. Create insights for Retail Risk by studying portfolio trends, performing necessary analytics such as segmentation, profiling, cut-off setting, stress testing, sensitivity analyses Timely identification of shifts in portfolio risk profile and re-aligning risk-measurement tools for effectiveness and continuously enhance data-driven credit decisions Provide analytical support to various Risk Reviews, perform ad-hoc analytical requests to support policy changes Participate in selective strategic initiatives to build and enhance Group's in-house analytics capabilities Key Responsibilities Strategy Conduct portfolio analytics and deep dives as required by country/regional/Group Retail Credit. Develop credit strategies across the customer lifecycle of Origination, Portfolio Management and Collections. Business Create insights for Retail Risk by studying portfolio trends, performing necessary analytics such as segmentation, profiling, cut-off setting, stress testing, sensitivity analyses Participate in selective strategic initiatives to build and enhance Group's in-house analytics capabilities Provide analytical support to various Risk Reviews, perform ad-hoc analytical requests to support policy changes Processes Timely identification of shifts in portfolio risk profile and re-aligning risk-measurement tools for effectiveness and continuously enhance data-driven credit decisions Risk Management Understanding of basic concepts of retail credit risk policies & frameworks. Quick Learning of bank specific policies & guidelines around risk management. Governance Awareness and understanding of the Bank specific policies around governance for data & related information & strict adherence to the same Regulatory & Business Conduct Display exemplary conduct and live by the Group's Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead the NA to achieve the outcomes set out in the Bank's Conduct PrinciplesNA Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. NA [Where relevant - Additionally, for subsidiaries or relevant non -subsidiaries] Serve as a Director of the Board of NA Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Key stakeholders Head CRM Analytics Head CRM Secured, Unsecured Global Head Credit Risk Management (Retail) Country Credit Head, Country CRM Head Regional Credit Officers/CROs Other Responsibilities Embed Here for good and Group's brand and values in XXXX [SCMAC CRM Analytics]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); SKILLS AND EXPERIENCE Analytics experience SAS, SQL Communication Skills Office tools (Excel/ PowerPoint) Project Management Skills P&L forecasting & Understanding data structure Analytical Tools (Python, R, SAS Eminer, Knowledge Studio) Predictive Modelling, Machine Learning Financial Services products, in particular Retail Banking QUALIFICATIONS Advanced degree (preferably Masters) in a Quantitative Discipline (e.g. Math, Stat, Eco, Engineering, Finance, MBA) 5-10 years desired relevant work experience

Provide strategic, analytical, and coordination support to the wider Client Solutions & Partnership team. Works closely with internal ICM stakeholders such as Product Management & Strategy, other FI product areas in CB as well as Global Network Management stakeholders. Support projects, sub-projects/work streams or ad-hoc requests in the ICM franchise and actively steer them towards deadlines and outcomes. Regular review of DBs cash network providers pricing Management of the RfP execution process, including submission of RfPs and ad hoc requests independently with a good understanding of Institutional Cash client/prospects., as well as the maintenance of RfP database. Your skills and experience Proficiency in Microsoft Office applications (Excel, PowerPoint, Word) and ability to learn new technology applications as and when needed. Experience in the financial services and payments industry (with focus on Financial Institutions) is a plus. Critical problem-solving skills, able to think tactically and strategically. Organized, able to work under pressure and multi-task with strong attention to detail, with effective time management skills to deliver the required outputs on time. Reliable and resilient, experience of dealing with challenging situations. Desire to work in a fast paced, challenging multi-cultural environment. Effective communication skills with the ability to converse clearly with the wider Institutional Cash Management franchise and other stakeholders.

Work closely with RMs to manage and grow existing relationships . This involves building a rapport with the clients and understanding their requirements. Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related - in mutual funds, PMS, NDPMS, Structures, credit related-loans, OD, LRD etc Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to the RM to effectively manage the relationships. Support RMs in material /documents required for new client acquisition liase with Product team to prepare presentations, collate reports and data , arrange for pitchbooks and relevant marketing material. Ensure timely completion of internal reporting Oversee Service Assistant desk the desk takes care of the paperwork, liasing with branch, AMCs etc. AMs oversee the day to day working of the desk, training, monitoring, managing leave schedules. Resolve client queries Engage with Compliance, Legal, DIIPL, Midoffice , PCC and other relevant stakeholders wherever needed in order to manage relationships effectively, find solutions to clients needs/queries /transactions etc. Your skills and experience The candidate must be well versed with banking and investment products. If they have knowledge of lending products it will be advantageous. Good communication is essential (verbal and written) Atleast 8 years experience in the financial services industry preferably in wealth management or priority/private banking

Job Description : o This project involves implementing Salesforce Financial Services Cloud o Experience in Salesforce Financial Services Cloud (FSC) o Good communication skills and client-centric mindset o Configure the Salesforce FSC platform in alignment with specific business requirements to support Life and Voluntary Benefits services. o Ensure a balance between custom solutions and out-of-the-box functionality to optimize performance and maintainability.

Job Description : o This project involves implementing Salesforce Financial Services Cloud o Experience in Salesforce Financial Services Cloud (FSC) o Good communication skills and client-centric mindset o Configure the Salesforce FSC platform in alignment with specific business requirements to support Life and Voluntary Benefits services. o Ensure a balance between custom solutions and out-of-the-box functionality to optimize performance and maintainability.

Sales Strategy and Execution: Develop and implement effective sales strategies tailored to the banking and NBFC sector. Identify and target potential clients, understanding their specific needs and how our solutions can meet them. Negotiate and close high-value deals, focusing on multi-million dollar/crore contracts. Client Relationship Management: Build and maintain strong, long-lasting client relationships. Understand client needs and tailor presentations and proposals accordingly. Ensure high levels of customer satisfaction and repeat business. Market Analysis and Business Development: Conduct market research to identify selling possibilities and evaluate customer needs. Stay up-to-date with banking and NBFC trends and competitors. Collaborate with marketing team to develop lead generation strategies. Team Leadership and Management: Lead and mentor a sales team, setting objectives and evaluating performance. Foster a collaborative environment within the team. Conduct regular training sessions to ensure team members are up to date with industry changes and sales techniques. Reporting and Administration: Prepare and present reports on sales performance and forecasts. Manage sales pipeline and documentation in CRM software.

Role & responsibilities Job Title: Branch Manager Job Location: Hoskote - Bangalore LB Nagar - Telangana Job Title/Grade: Branch Manager Reporting To: Regional Head Age: Up to 32 years Person Profile • Educational Qualification: Undergraduate or Postgraduate degree. • Experience: 8 to 12 years, with mandatory experience in Housing Loans Interested candidate please apply here. Also share your profile to chidananda@manpower.co.in; Best Regards, HR team Manpower Group Preferred candidate profile

Role & responsibilities Managing the tier 2 structure in managing the Team to ensure End to End Recruitment cycle , working closely with hiring Mngrs 2 understand Job requirements & hiring demand Utility Analysis in Sourcing Talent & Pipeline Management thru job portals, referrals,& job search engines, by Conducting Walk-ins & Vendor Coordination & Pipeline build for future hiring needs Reducing Cost of Acquisition by ensuring usage of right tools, sources in the region Screening & Selection interviews in coordination with hiring mngr & feedback to vendors Onboarding, Negotiating salaries & benefits per company guidelines Collaborate with Regional HR, Business Heads & Br Mngr to fulfill the positions Preferred candidate profile Grads/MBA- Hr with 5 -7 years experience in talent Acquisition, preferably in Banking, Financial Services Experience in Volume Hiring & Lateral Hiring with stability in Career with reasoning to changes Perks and benefits

Position : Customer Support Executive Location : Chennai ( Prefer only chennai based profiles ) Languages Expert : English & Hindi expert ( Both languages mandatory ) Job Summary As a Customer Support Executive, you will serve as the first point of contact for clients, addressing their inquiries, resolving issues, and ensuring a seamless experience across our financial platforms. Youll collaborate with internal teams to deliver timely and effective support to clients. Key Responsibilities Handle inbound and outbound calls, emails, and chats from clients and partners. Provide accurate information about Vivritis financial products and services. Log customer interactions, issues, and feedback into CRM systems. Coordinate with internal departments (tech, finance, credit) to resolve client issues. Track and follow up on pending queries to ensure timely resolution. Identify recurring issues and escalate to management with suggestions for improvement. Maintain high levels of customer satisfaction through professional communication and empathy. Assist in onboarding new clients and resolving documentation-related queries. Required Skills and Qualifications Bachelors degree in any discipline. 0- 2 years of experience in customer service, preferably in BFSI (Banking/Finance) sector. Excellent verbal and written communication skills in English. Knowledge of financial products and customer support tools (e.g., Freshdesk, Zendesk, Salesforce). Strong problem-solving skills and attention to detail. Ability to multitask, prioritize, and manage time effectively. Customer-centric attitude and professionalism under pressure. Preferred Qualifications Experience working in a fintech or NBFC environment. Familiarity with digital lending platforms and client KYC processes. What We Offer Competitive salary and performance-based incentives. Opportunity to work in a fast-growing fintech environment. Learning and development programs. Collaborative and inclusive work culture.

Position : Customer Support Executive Location : Chennai ( Prefer only chennai based profiles ) Languages Expert : English & Hindi expert ( Both languages mandatory ) Job Summary As a Customer Support Executive, you will serve as the first point of contact for clients, addressing their inquiries, resolving issues, and ensuring a seamless experience across our financial platforms. Youll collaborate with internal teams to deliver timely and effective support to clients. Key Responsibilities Handle inbound and outbound calls, emails, and chats from clients and partners. Provide accurate information about Vivritis financial products and services. Log customer interactions, issues, and feedback into CRM systems. Coordinate with internal departments (tech, finance, credit) to resolve client issues. Track and follow up on pending queries to ensure timely resolution. Identify recurring issues and escalate to management with suggestions for improvement. Maintain high levels of customer satisfaction through professional communication and empathy. Assist in onboarding new clients and resolving documentation-related queries. Required Skills and Qualifications Bachelors degree in any discipline. 0- 2 years of experience in customer service, preferably in BFSI (Banking/Finance) sector. Excellent verbal and written communication skills in English. Knowledge of financial products and customer support tools (e.g., Freshdesk, Zendesk, Salesforce). Strong problem-solving skills and attention to detail. Ability to multitask, prioritize, and manage time effectively. Customer-centric attitude and professionalism under pressure. Preferred Qualifications Experience working in a fintech or NBFC environment. Familiarity with digital lending platforms and client KYC processes. What We Offer Competitive salary and performance-based incentives. Opportunity to work in a fast-growing fintech environment. Learning and development programs. Collaborative and inclusive work culture. Kindly share your profile to my official id [ kanimozhi.p@kiya.ai ] with the subject name "BPO/BPM_Customer support executive_0 to 2 years"

Role & responsibilities Job Title: 1) Assistant Branch Manager (Male only) 2) Relationship Manager Job Location: Chennai - Tamil Nadu Branch offices: Chengalpet, Kundrathur, Avadi, Vellore, Kanchipuram, Tiruvallur & Avadi Employment type: Permanent Job Descriptions: 1) Any graduation with 2 to 5 year of experience in Home Loan/ Banking, Finance Service & Insurance field sales. 2) If under graduation with 3 to 6 year of experience in Home Loan/ Banking, Finance Service & Insurance field sales. Note: This role entails working out of a location and does not require coming to the branch on a daily basis Interested candidate please apply here. Also share your profile to chidananda@manpower.co.in; Best Regards, HR Team Manpower Group Preferred candidate profile

Job Overview Skill : TPM - Project Manager NP : Immediate/15-Days Must have Skills: Agile Champion, Project Management Description: Technical Experience : Looking for good technical PM having worked on Oracle EBS projects like Purchasing, GL , SL , Procurement etc. and having done these projects in Agile. Education: Bachelors Degree in a technical field Should have excellent verbal communication skills Looking for Immediate-15 days joiners

Project Manager-IC-Role Technical BG in Test Management Marketing experience Background Financial Services (Credit Card)- project working in credit cards Leading teams 20-25 people- project management capacity across multiple projects Background with Java and Selenium SAFE Framework Experience Note: Looking for Immediate to 15-Days joiners at most.

Establish and maintain a deep understanding of the overall Whatfix product portfolio and the competitive landscape Understand and study Whatfix deployments across industries and come up with industry best practices and use cases based on our current deployments. Self-driven interest to learn more about customers business, digital transformation trends in their industry, and presenting a thought leadership on Whatfix solving their pain points Understand the multitude of enterprise software trends and technologies in the marketplace and how they create an opportunity for a DAP platform Partner with the Account Executives during (business) discovery calls and prepare/deliver presentations and product demonstrations explaining Whatfix products to prospects and customers Successfully manage and execute on-site or remote solution demonstrations with the assistance of Account Executives Responsible for representing the product to customers and at field events such as conferences, seminars, etc. Evangelize Whatfix products to prospects, customers, and partners via presentations and product demos. Respond to functional and technical elements of RFIs/RFPs with the assistance of Account Executives and Technical Sales Engineers. Convey feature input and customer requirements to Product Management teams Partnering with sales executives to plan, prepare, and execute strategic deals in complex sales cycles including Discovery Calls, Value Assessment calls, and more. Respond to objections during solution presentations and articulate the value and return on investment delivered Liaise with the Engineering, Product, Marketing, and Sales teams to provide consultative product expertise for all customer needs Effectively communicate & build confidence with customers across teams (Engineering, Product, Marketing, and Sales) Who would be a good fit for this role 8+ years Technical Pre-Sales / Sales Engineering / Solutions Consulting experience Ability to study existing deployments across industries like Insurance, Technology, Financial Services, Healthcare and to communicate the use cases and results to new prospects from these industries. Background in understanding existing deployments across applications like CRM (Salesforce, Microsoft), HR (Workday, Oracle, SAP) and communicating the use cases and results to new prospects looking to deploy Whatfix on these platforms Experience as Solutions Consultant at an Application Software Company catering to industries relevant to Whatfix: Insurance, Healthcare, Technology, Financial Services, Manufacturing. Consultative selling experience; listening to customer needs and shaping a shared vision for a solution Ability to creatively explain and present complex concepts in an easy to understand the manner Understanding of high-performance software and Enterprise SaaS Excellent written and verbal communication skills to communicate professionally Self-motivated with strong interpersonal and problem-solving skills Ability to work well in a highly dynamic team environment focussed on providing above industry standard customer service. Ability to travel to on-site meetings; up to 50% travel. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Role & responsibilities Job Title: Assistant Branch Manager Job Location: Chennai - Tamil Nadu Branches: Avadi, Chengalpet, Kanchipuram, Kundrathur, Tiruvallur & Vellore Employment type: Permanent Job Descriptions: 1) Any graduation with 2 to 5 year of experience in Home Loan/ Banking, Finance Service & Insurance field sales. 2) If under graduation with 3 to 65 year of experience in Home Loan/ Banking, Finance Service & Insurance field sales. Note: This role entails working out of a location and does not require coming to the branch on a daily basis Interested candidate please apply here. Also share your profile to chidananda@manpower.co.in; Best Regards, HR Team Manpower Group Preferred candidate profile

Job Title: HNI RM - Sales | Leading Bank | 100% Leads | Immediate Joiners Company: Leading Bank Location: Bangalore CTC: [up t0 18Lacs Job Description: Handle High Net-Worth Individual (HNI) clients 100% leads provided focus on closing and relationship building Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. One point contact for all requirements of High Net Worth customers in the Branch Servicing of High Net Worth customers Note: Immediate joiners preferred. Apply Now or Send Your CV to [Email ID] How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |