33 Financial Service Jobs

Role Overview: At Citco, you will be part of a market-leading company that has been at the forefront of the asset servicing sector since its inception in 1948. As a member of the Global Operations Support team in the Fund Administration business line, you will play a key role in reviewing and approving trades, coaching and supporting trade processors, and ensuring the accurate entry of trade activity within the established timelines. Your attention to detail and high accuracy standards will be crucial in maintaining the seamless client experience that Citco is known for. Key Responsibilities: - Review and approve trades booked by Trade processors - Coach and support trade processors as requi...

Role & responsibilities We are looking for Prompt Engineer (Gen AI) permanent position with MNC company for Mumbai (Goregaon) location for Hybrid mode.

Role Overview: At Citco, you will be part of a pioneering and market-leading organization that has been at the forefront of the asset servicing sector since 1948. As a member of the Fund Administration team, you will play a crucial role in ensuring the accuracy and efficiency of trade processing activities. Your responsibilities will include reviewing and approving trades, coaching trade processors, entering trade activity, maintaining high accuracy standards, distributing correspondence to investors, and staying updated on fund-specific instructions. Key Responsibilities: - Review and approve trades booked by Trade processors - Coach and support trade processors as required - Enter all trad...

Role & responsibilities Job Title: 1) Assistant Branch Manager (Male only) 2) Relationship Manager (Male only) Job Location: Chennai - Tamil Nadu Branch offices: Chengalpet & Kundrathur 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 Grou...

As a Salesforce Technical Project Manager with over 10 years of experience, you will be responsible for understanding customer requirements and developing and executing activities related to end-to-end project management. This includes creating project plans, scoping, requirements gathering, implementation, and deployment. You will engage in calls with clients for workshops and brainstorming sessions to suggest solutions that lead to better implementation. Your role will also involve identifying and addressing performance bottlenecks, defects, and problems to provide necessary advice and assistance for issue resolution. In this position, you will be required to accurately analyze performance...

You should have a minimum of 3 years of experience in the financial services industry. This experience should include working with financial products, analyzing market trends, and providing financial advice to clients. Your expertise in financial services will be crucial in this role as you will be responsible for handling various financial tasks and assisting clients with their financial needs.,

As an Insurance Sales Person (ISP) and Financial Service Executive (FSE) at AMS Assurance IMF LLP, you will play a pivotal role in driving the firm's business growth by identifying prospects, building relationships, and offering tailored insurance and financial solutions. You will be the face of our organization, ensuring clients receive personalized service and expert advice to meet their insurance needs. Key Responsibilities: As an Insurance Sales Person (ISP), you will: Client Acquisition: Identify and approach prospective clients through networking, referrals, and outbound marketing efforts. Product Presentation: Explain various insurance products, including life, health, motor, and comm...

As a member of the Citco team, you will be joining a market-leading organization that has been at the forefront of the asset servicing sector since 1948. Our commitment to innovation and excellence has allowed us to expand our services to a diverse range of clients across various asset classes and geographies. We are dedicated to maintaining our position as a top performer in the industry and welcome individuals who are ready to excel in their careers and contribute to shaping the future of our business. In your role within the Global Operations Support team, you will be responsible for reviewing and approving trades booked by Trade processors, coaching and supporting team members, and ensur...

As an Insurance Sales Person (ISP) and Financial Service Executive (FSE) at AMS Assurance IMF LLP, you will play a pivotal role in driving the firm's business growth by identifying prospects, building relationships, and offering tailored insurance and financial solutions. You will be the face of our organization, ensuring clients receive personalized service and expert advice to meet their insurance needs. Key Responsibilities: As an Insurance Sales Person (ISP), you will: Client Acquisition: Identify and approach prospective clients through networking, referrals, and outbound marketing efforts. Product Presentation: Explain various insurance products, including life, health, motor, and comm...

As an FTC Analyst in the Group Conduct - Intelligence and Operations team at General Counsel, you will play a crucial role in monitoring employee compliance with Fidelity's Group Personal Conflicts, Trading, and Price Sensitive Information Policies. Your responsibilities will include preparing various reports for the team, developing and providing statistics reports, conducting regular monitoring of employee classification, and supporting the team in reviewing and addressing employee violations of the policies. You will work closely with the Global Group Code of Conduct and Ethics teams to ensure effective monitoring and reporting activities. Your role will involve producing reports and dash...

About company: M. P. Chitale & Co. is a 78 years old firm. It has 15 partners with 3 offices in Mumbai and 2 offices in Pune. The firm is specialised in providing quality assurance services to various financial sector intermediaries such as Broking, Mutual Funds, Portfolio Managers, Alternate Investment Funds, Insurance companies, etc. The firm is looking for Chartered Accountants to work as Audit Manager for undertaking Statutory Audits of large broking firms and listed entities. Job description: For CA: 1. Responsible for planning and executing the above audits 2. Handling the audit team of around 4-5 members 3. Interaction with the clients on regular basis for undertaking audits, review, ...

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 w...

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, coopera...

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 ...

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...

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 s...

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 strateg...

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 experi...

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 relev...

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 w...

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 ...

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 i...