14077 Financial Services Jobs - Page 5

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that's uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change, and empathize with the needs of our clients and customers in ways that other banks simply cannot. Citibank serves as a trusted advisor to our retail, mortgage, small business, and wealth management clients at every stage of their financial journey. Through Citi's wide range of products such as Access Account, Basic Banking, Citi Priority, Citigold, and Citigold Private Client, we offer an array of services and digital capabilities to clients worldwide. We are currently seeking a high-caliber professional to join our team as Director, Transaction & Conformance Testing Quality Assurance - Hybrid based in Mumbai, India. As part of our team, we will provide you with the resources to meet your unique needs, empower you to make healthy decisions, and help you manage your financial well-being to plan for your future. You will have access to programs and services for your physical and mental well-being, including telehealth options, health advocates, confidential counseling, and more. In this role, you will be responsible for managing multiple teams through other managers, with a focus on understanding how your sub-function contributes to achieving the objectives of the overall function. You will need a good understanding of the industry, competitors" products, and services to contribute to the commercial objectives of the business. Strong communication skills are essential for negotiating internally and externally, often at a senior level. You will be accountable for end results, budgeting, planning, policy formulation, and contributing to the future strategy of the area(s). As a successful candidate, you should ideally have the following skills and exposure: - Lead the Transaction & Conformance Testing Quality Assurance team in India to test prioritized reports as per the QA Plan, develop and execute the annual plan, and track action plans to address gaps identified. - Serve as the QATV India Site Lead, managing a local team across various functions and supporting risk & control champion activities. - Communicate proactively with key stakeholders and senior management on testing progress and exceptions. - Work with stakeholders to address gaps identified in the QA process and validate remediation. - Ensure adequate and effective controls are in place for the QA process and maintain proper documentation. - Promote a culture of collaboration and teamwork across organizations and develop strong working relationships with key stakeholders. - Assist in setting business and information architecture standards for Finance and participate in assessing and incorporating changing business needs into finance processes. Qualifications: - Extensive years of relevant experience in the financial services industry. - Experience in risk and reporting, with a focus on liquidity and capital planning, execution, and quality assurance. - Knowledge of regulatory reporting and audit experience preferred. - Excellent communication skills and the ability to negotiate internally at a senior level. - Bachelors degree, potentially Masters degree, and managerial experience required. Working at Citi offers more than just a job. It means joining a global family of dedicated individuals where you can grow your career, contribute to your community, and make a real impact. If you are looking to take the next step in your career, consider applying for this role at Citi today.,

As a Vice President (C13) in the India Banking Business Execution team at Citi, you will play a crucial role in supporting the franchise heads in Investment Bank, Corporate Bank, and Commercial Bank. Your primary responsibility will be to collaborate closely with India Banking business heads, functional partners, and Banking JANA & AS Business Execution team to execute strategic initiatives and aid in the day-to-day management of the business. Effective communication skills and experience in working with business heads and partners to drive strategy execution are essential qualities for this role. Additionally, thought leadership, problem-solving abilities, and commercial awareness will be key attributes that you should possess. A good understanding of the banking industry, related risks, and regulatory environment would be beneficial for this position. You will report directly to the Banking JANA & AS Cluster Business Execution Lead. Your responsibilities will include working closely with the India Senior Management teams to develop and implement business strategy, facilitating, supporting, and leading key business initiatives across the country/cluster. You will be required to analyze and communicate financial performance, client opportunities, market trends, and provide insights for country, cluster, and global stakeholders. Collaborating with the cluster Banking Business Execution team, you will assist in developing innovative solutions with product partners to address client needs and objectives. Furthermore, you will coordinate regular business planning and review sessions, work with business leaders on developing business outlook and strategy, manage relationships with key areas of the firm, execute key projects, and conduct ad-hoc analyses within the business. It is essential to appropriately assess risks when making business decisions, ensuring compliance with applicable laws, rules, and regulations, safeguarding Citigroup, its clients, and assets, and adhering to policies and ethical standards. The ideal candidate for this position should have 8-12 years of experience in Banking/Financial Services/Management Consulting. You should possess a basic problem-solving toolkit with a structured and robust thought process, clear articulation of ideas, intellectual curiosity, high energy, and self-starting abilities. Strong prioritization and multitasking skills, comfort with large datasets, strong analytical skills, extreme attention to detail, and excellent interpersonal and communication skills across all levels are necessary. Proficiency in advanced Excel and PowerPoint is a must, while knowledge of Tableau and VBA is desirable. This is a full-time role within the Business Execution & Administration Job Family at Citi, where we are committed to providing equal opportunity and affirmative action to all qualified interested applicants. If you have a disability and require reasonable accommodation during the application process, please review Accessibility at Citi.,

eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience.,

As an experienced Audit Quality Assurance Manager, your primary responsibility will be to develop, implement, and maintain a robust audit quality assurance program to evaluate the effectiveness of the internal audit function regularly. You will conduct assessments of audit work, review audit plans, working papers, and audit reports to identify areas of improvement and ensure consistency in audit procedures. Ensuring compliance with relevant auditing standards, regulatory requirements, and internal policies is crucial to maintain high-quality audit documentation. Your role will involve identifying opportunities for continuous improvements and providing training and guidance to audit staff on quality assurance expectations and best practices. Collaboration with audit track leaders and internal/external stakeholders is essential to ensure a high-quality audit function. You will assist the Head of Internal Audit in preparing high-quality reports and presentations for management and the audit committee. Managing co-sourced audit partners and reviewing the quality of their work for feedback and continuous improvement will be part of your responsibilities. Making S.M.A.R.T recommendations to enhance internal audit processes, following up on recommendations, and escalating when necessary to ensure timely closure of assessments will be key to your success. Additionally, you will assist in preparing for External Quality Assessments (EQA) to exceed expectations. What we are looking for: - Bachelor's/master's degree in Accounting, Finance, or a related field. - Minimum of 12 years of experience in audit quality assurance or a related field, preferably in the financial services or fintech industry. - Strong understanding of accounting principles, auditing standards, and internal control frameworks. - Proven ability to lead quality assurance programs. - Excellent written and verbal communication skills. - Strong attention to detail and commitment to quality. - Strong analytical and problem-solving skills. - Proficiency in using audit tools and software. - Experience in the fintech industry is preferred. - Certified Internal Auditor or equivalent designation is preferred.,

Job ID: 35724 Location: Chennai, IN Area of interest: Technology Job type: Regular Employee Work style: Office Working Opening date: 6 Aug 2025 Job Summary SCB’s Common Engineering Platform aims to provide excellent developer experience by collaborating with architecture and chapters. The technical writer role is at the centre of providing top notch experience to the developers. Common Engineering is a strategic focus for WRB. The business objective is to deliver efficiency by creating secure, simple to use, well documented and reusable artefacts. The candidate will be responsible for creating, editing, and maintaining comprehensive documentation for core banking systems, card services, and lending products RESPONSIBILITIES The Core Banking, Cards, and Lending Technical Writer will be responsible for creating, editing, and maintaining comprehensive documentation for core banking systems, card services, and lending products. This role involves working closely with product managers, developers, and other stakeholders to ensure that all technical content is accurate, clear, and user-friendly. The ideal candidate will have a strong understanding of banking operations, financial products, and technical writing best practices. Documentation Development Create and maintain technical documentation for core banking systems, card services, and lending products, including user guides, system manuals, API documentation, and release notes. Develop clear, concise, and comprehensive documentation that meets the needs of various stakeholders, including developers, system administrators, and end-users. Collaboration and Communication Work closely with product managers, software developers, and other subject matter experts to gather information and understand the functionality and features of banking and financial products. Participate in cross-functional team meetings to stay updated on product developments and changes. Content Management Organize and maintain a centralized repository of all technical documentation. Ensure all documentation is up-to-date, accurate, and accessible to relevant stakeholders. Key Responsibilities Quality Assurance Review and edit documentation for accuracy, clarity, consistency, and adherence to established standards and guidelines. Conduct usability testing of documentation to ensure it meets the needs of the target audience. Continuous Improvement Stay current with industry trends, best practices, and emerging technologies in banking, cards, and lending. Continuously improve documentation processes and tools to enhance efficiency and quality. 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 to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Serve as a Director of the Board of [insert name of entities] Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Key stakeholders Country Product teams, Domain Architects, Enterprise Technology team, Group Cross-Functional product teams, Group Risk and Control team, External partners, and stakeholders Other Responsibilities Embed Here for good and Group’s brand and values in ; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats). Skills and Experience Qualifications Bachelor's degree in Technical Writing, Communications, Information Technology, Finance, or a related field. Minimum of 3-5 years of experience in technical writing, preferably within the banking or financial services industry. Experience with API documentation and technical writing for software development. Excellent written and verbal communication skills. Strong understanding of core banking systems, card services, and lending products. Proficiency in using documentation tools such as Microsoft Word, Adobe Acrobat, and content management systems. Ability to understand and explain complex technical concepts in a clear and concise manner. Strong organizational skills and attention to detail. Ability to work independently and collaboratively in a fast-paced environment. Strong analytical and problem-solving skills. High level of initiative and ability to manage multiple projects simultaneously. Familiarity with Agile development methodologies. SKILLS AND COMPETENCIES API Design Experience with git and Atlassian toolset. Agile development About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www.sc.com/careers

Duties and Responsibilities (List in the order of importance the duties and responsibilities of this job) Ø Responsible for business growth in given product. Ø Enquiry management and Scheme management. Ø Dealer servicing. Ø Initial credit appraisal of customers. Ø Increasing market share as targeted at all dealerships under purview. Ø Communicating courteously with customers by telephone, email, letter and face to face. Ø Ensuring complete documentation, stamping and formalities related to Pre and Post Disbursement. Ø Documentation Pointers: Ensure the collection and filing of the photographs, address proof, signature attest, PDD and PDC collection, Income Papers, Movable and Immovable Properties papers including IT return, Pass Book copy and P&L of the new contracts as well as assigned contracts. Ø Ensure maintenance of cordial relationships between all subordinates, peers, superiors, banks, dealers, dealer salesmen and customers. Ø Abreast with the Competitor’s strategies and market activities/preferences. Ø Customer service- Attending to customer inquiries / grievances on timely basis. Job Type: Full-time Pay: ₹12,000.00 - ₹18,000.00 per month Benefits: Health insurance Provident Fund Supplemental Pay: Commission pay Performance bonus Education: Bachelor's (Required) Language: Odia (Preferred) License/Certification: DL (Required) Willingness to travel: 50% (Preferred) Work Location: In person Speak with the employer +91 9004472769

We're Hiring: Trading Broker :- Execute trades on behalf of clients in equity, derivatives and commodities. Provide investment advice and market insights. Build and manage a portfolio of clients. Maintain compliance with all regulatory requirements. Requirements :- NISM certification (mandatory). Good knowledge of financial markets and trading platforms. Excellent communication and negotiation skills. Prior experience as a trading broker is a plus. Perks :- Growth opportunities Learning environment with market exposure How to Apply : - Send your resume to us at 9001913255 Job Types: Full-time, Permanent Pay: ₹10,000.00 - ₹20,000.00 per month Supplemental Pay: Commission pay Performance bonus Work Location: In person Speak with the employer +91 9001913255

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description Primary Functions and Essential Responsibilities Work closely with Relationship Management and Product Management teams, globally, to streamline and centralize processes across different groups including Finance, Accounting, Legal, Tax, Compliance and Technology Support investor onboarding process, which includes review of all onboarding documents such as subscription agreement, AML/KYC, regulatory related and tax documents Capture investor data during the onboarding process and investor lifecycle maintenance Respond and resolve investor-related inquiries and/or requests in a timely manner Identify and escalate complex cases or queries to senior team leads Reconcile data to Fund Administrators’ and follow procedures to resolve any breaks Manage investor data rooms – including set up, document and contact maintenance Assist in developing, implementing, documenting and training on new workflows and procedures utilizing technology to create and improve processes and drive change Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel Qualifications General Requirements: Strong team player who enjoys collaboration and demonstrates willingness assist with various tasks, as needed Eagerness to learn and grow within the alternative investment industry Capable of managing multiple priorities across time zones, including internal and external requestors High attention to detail and customer experience to provide a best-in-class client experience Demonstrate a high level of integrity to protect sensitive client information Strong Microsoft suite skills, especially Excel and PowerPoint, Visio is a plus Outstanding presentation, communication, writing, and interpersonal skills Education: College graduate with outstanding academic record Experience Required: 3-5 years of professional experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services Experience with Salesforce and/or Intralinks is a plus Experience in customer service is a plus Experience working with alternative asset classes is a plus Spoken or written multilingual proficiency is a plus Reporting Relationships Vice President, Investor Services There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Job Description (Sales Executive) We are seeking an experienced Broking Relationship Manager to join our team. The ideal candidate will have experience in building and maintaining relationships with clients, understanding their financial goals and providing tailored broking solutions. Responsibilities: - Build and maintain strong relationships with clients to understand their financial goals and provide tailored broking solutions - Identify and pursue new business opportunities to grow revenue and expand client base - Provide expert advice and guidance on investment products and services - Develop and implement effective sales strategies to achieve business objectives - Collaborate with internal teams, including research, trading and operations to deliver exceptional client service - Ensure compliance with regulatory requirements and company policies Requirements: - 1-3 years of experience in broking, financial services or a related field - Strong knowledge of investment products, including equities, derivatives and mutual funds - Excellent communication, interpersonal and relationship-building skills - Ability to work under pressure and meet sales targets - Bachelor's degree in Finance, Commerce or a related field - NISM-Series-VIII: Equity Derivatives Certification Examination. Job Types: Full-time, Permanent · Salary Range- Pay : ₹25,000 to 30,000 Salary Depend on total Experience and Skill Job Types: Full-time, Permanent Schedule: Day shift Morning shift Benefits: Leave encashment Work Location: In person HR Recruiter Contact Number : 8140042333 Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹30,000.00 per month Benefits: Leave encashment Schedule: Day shift Morning shift Language: English (Preferred) Work Location: In person Speak with the employer +91 8140042333

Associate, Corporate Actions I At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Associate, Corporate Actions I to join our Middle Office CAMO Team. This role is located in Chennai, TN- Hybrid In this role, you’ll make an impact in the following ways: Corporate Actions - IC1Responsible for mandatory and voluntary corporate actions custody functions for all organizational accounts. Receives guidance from more experienced staff. With guidance from more senior staff, responsible for processing basic mandatory and voluntary corporate action events (including the daily interpretation, monitoring, scrubbing and notification of corporate action events), processing liability notices, processing and allocating dividend interest payments and processing class action suits. Reconciles, monitors and posts entitlements to client accounts. Responsible for daily and monthly outlier review, research and documentation. Responsible for performing daily reconciliations for cash, security and suspense transactions as well as adhering to established quality control measures and procedures. Responsible for researching and responding to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub custodians and/or custodians.Works on multiple systems to perform corporate action processing, including creating and scrubbing announcements, sending client instructions to third parties, and, posting online cash and security transactions. No direct reports. To be successful in this role, we’re seeking the following: 0-3 years of total work experience preferred. Experience in financial services or corporate actions preferred. Applicable local/regional licenses or certifications as required by the business.. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025 World’s Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Job Title: Unit Manager – Agency Channel Company: ICICI Prudential Life Insurance Location: Kerala (Multiple Locations Available) Job Summary: We are hiring on-roll staff for the position of Unit Manager – Agency Channel at ICICI Prudential Life Insurance. This is a secure, full-time role with long-term career growth for confident and target-driven candidates with sales experience. Responsibilities: Recruit, train, and lead a team of life insurance advisors Support and guide advisors to achieve monthly sales targets Monitor team performance and provide regular feedback Promote ICICI Prudential’s life insurance products Conduct field visits and generate business from local leads Ensure compliance with company policies and IRDAI norms Build strong relationships with clients and team members Report sales performance and market insights to management Candidate Requirements: Male or Female candidates welcome Age limit: Up to 30 years [above 1995] Minimum 1 year of experience in any sales field (mandatory) Graduation in any stream (degree completed) Preferred: Experience in BFSI , insurance , or field sales Strong communication, leadership, and sales skills Goal-oriented and confident in achieving targets Willingness to work in a field-based team role Salary & Benefits: Fixed Salary: ₹25,000 – ₹33,000/month (based on experience) On-roll job with full job security ESI & PF as per company policy Travel allowance + mobile reimbursement Monthly performance-based incentives Fast-track career promotions Structured training and development support Why Join ICICI Prudential? On-roll employee status with full job security Reputed brand in India’s life insurance sector Regular training programs and growth opportunities Best-in-class incentive structure Dynamic work environment with strong career progression How to Apply: Call or WhatsApp: 8075961838 Apply now with your updated resume through Indeed Immediate joiners preferred Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹30,000.00 per month Benefits: Health insurance Provident Fund Schedule: Day shift Morning shift Supplemental Pay: Performance bonus Yearly bonus Application Question(s): Is it your age under 30? Are you interested in life insurance sales ? Education: Bachelor's (Required) Experience: total work: 1 year (Required) Location: Chengannur, Kerala (Preferred) Willingness to travel: 100% (Required) Work Location: In person

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Financial Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. . As an Associate in our Global Private Bank (GPB) team, which is part of the Asset & Wealth Management (AWM) line of business within GF&BM, you will spend each day defining, refining, and delivering key insights for our firm. Your role will involve working closely with the Regional CFO and CEO teams to provide management insights, reporting, and analytics. You will develop a deep understanding of the Global Private Bank's portfolio, analyze trends, and identify business drivers to support informed management decision-making. Your contributions will be instrumental in shaping the strategic direction and success of our organization. Job responsibilities Manage weekly/monthly/quarterly and annual reporting for GPB business which include key business metrics. This includes Revenues, Balances, Flows, HC/Expenses and Client details. Participate in the global annual planning process for revenues, flows and balances which involves financial modeling, coordinating and consolidating submissions from CFO teams as well as preparing management presentations. Prepare ad-hoc analyses and review decks for management meetings and strategic reviews using Tableau/Alteryx, DB, ThoughtSpot as the primary tool (e.g., Operating Committee Review, Regional Business and Finance Town hall, Investor Day, etc.) Identify and create efficiency in the process by automating the existing reports/process. Perform Scorecard check by calculation and consolidation of the month-end results and address advisor queries. Work with various Essbase and database interfaces to manage reporting changes like migration of current BOW to ThoughtSpot/Databricks. Contribute ideas around improving reporting capabilities and new projects. Required qualifications, capabilities, and skills Minimum of CA or an MBA in Finance is required The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple Strong quantitative, analytical, and problem solving skills with ability to use latest Data analysis and visualization tools like Tableau, Alteryx, Python, Advanced excel, etc. Prior experience with tools like Hyperion Essbase, SQL, MS Access. Excellent organizational, management and communication skills with ability to build strong partnerships with colleagues/stakeholders and think strategically. Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously Preferred qualifications, capabilities, and skills 5+ years of Finance experience, preferably in Financial Services, and/or accounting/controller background. Private banking product and business understanding /experience would be preferred. Sound judgment, professional maturity and personal integrity towards handling highly sensitive and confidential information, strong work ethic, proactive and results-oriented individual with ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities. Demonstrate team oriented, inquisitive, critical thinking, positive attitude and solutions oriented mindset with intellectual curiosity to be able to think clearly under pressure and tight deadlines.

Answer incoming calls from customers and assist them with their queries. Verify customers' identity by following company procedures before discussing any accounts, products, or information. Keep customers' information up to date on the internal CRM system. Assist customers with their queries, provide information on products, and take payments over the phone. Make outbound calls to customers as needed regarding product renewals, contract renewals, or other types of services they may need. Job Type: Full-time Pay: ₹9,936.09 - ₹17,990.36 per month Benefits: Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Language: Hindi (Preferred) Work Location: In person

We are actively seeking a motivated and experienced Back Office and Operations Specialist to join our growing team. The core function of this role is to manage the end-to-end operational workflow for client mutual fund investments. The ideal candidate will possess a strong foundational understanding of financial services and will be responsible for guiding clients through critical application processes and providing expert-level support. We are looking for a professional who can efficiently manage client interactions, troubleshoot complex issues, and ensure all operational procedures are executed with precision. Preference will be given to candidates with prior experience in the finance or mutual funds industry. Key Responsibilities: Client Operations Management: Proactively assist clients with the completion and submission of mutual fund forms, both through digital platforms and physical documentation, ensuring accuracy and regulatory compliance. Client Relationship Management: Act as a dedicated point of contact for clients, addressing inquiries, providing status updates on applications, and managing communication in a professional and timely manner. Issue Resolution: Identify, diagnose, and resolve client-facing operational and technical issues related to their mutual fund portfolios and documentation. Administrative Oversight: Maintain meticulous records of all client data, transactions, and correspondence, adhering to strict data security and privacy protocols. Inter-departmental Coordination: Collaborate with internal teams and external fund houses to streamline processes and resolve any operational bottlenecks. Qualifications: Essential: A minimum of 0-2 years of experience in a back-office, operations, or client service role within the financial services industry. Preferred: Direct experience with mutual funds, including knowledge of application processes, KYC, and portfolio management systems. Skills: Exceptional verbal and written communication abilities, with a proven track record of handling client interactions effectively. Technical Proficiency: Advanced problem-solving and analytical skills, with a high degree of comfort in using various software platforms and online tools. Attributes: Demonstrated attention to detail, a proactive mindset, and a commitment to maintaining the highest standards of professional conduct. Job Type: Full-time Pay: ₹10,295.64 - ₹18,000.00 per month Benefits: Flexible schedule Internet reimbursement Education: Bachelor's (Required) Language: Hindi,English,Bengali (Required) Work Location: In person

BA with Private banking experience with Data analytics skills Proficiency in data analysis, data modelling, interpretation of data and modelling tools. 8+ years of experience as a Business Analyst (GCB 5) Proficiency in querying and analyzing data using tools such as Big Query, SQL, Excel, and Qliksense / Looker, to extract, manipulate, and visualize data. Must have strong Business Analyst skills Experience in Agile delivery Have fundamental skillset in Jira and Confluence. Strong analytical problem-solving skills. Assist in prioritizing requirements gathered to determine Minimum Viable Product (MVP) scope Excellent communication skills strong stakeholder management experience Communicate requirements to Stewardship, documenting and articulating the use cases to support the requirements captured

Key Responsibilities: 1. Review customer profiles prepared by financial analysts. 2. Coordinate with bank managers for profile sharing and follow-ups. 3. Review and analyse income documents, bank statements, and loan history. 4. Conduct visits to banks for case finalization. 5. Collect legal documents from customer and check with check points 6. Ensure technical and legal clearances from banks. 7. Coordinate with legal and technical officers to clear pending issues. 8. Collect additional document requirements from bank managers. 9. Verify legal reports from advocates. 10. Application filling and submission. 11. Follow up on loan login status with banks. 12. Conduct bank visits for case follow-ups. 13. Track sanction status and follow up with banks. 14. Conduct pending follow-ups post-sanction. 15. Reconfirm loan details with customer’s post-sanction. 16. Verify disbursement documents. 17. Collect and handover cheques to customers. 18. Inform customers about cheque details and EMI schedules. 19. Coordinate subsequent disbursements. 20. Ensure proper documentation handover to customers. 21. Collect file numbers and executive email IDs post-disbursement. 22. Follow up on balance payments from customers. 23. Maintain daily MIS with customer ( current follow up) status updates – . 24. Update pending/challenging reasons in group discussions. 25. Update customer details in the profile tracker. 26. Maintain physical customer files and documents. 27. Prepare and send office-use emails as required. Job Type: Full-time Pay: ₹15,000.00 - ₹18,000.00 per month Benefits: Cell phone reimbursement Leave encashment Experience: Bank follow-up officer: 1 year (Preferred) Work Location: In person Application Deadline: 15/08/2025

JOB DESCRIPTION SECTION 1: BASIC INFORMATION SECTION 2: PURPOSE OF ROLE Responsible for achievemnent of sales target through various channels of business including direct relationships In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Area of operation Getting file ready for sanction Maintaining relationship with Connectors, builders and customers Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Coordinating with Credit, Legal and Technical team for completing formalities Doing Marketing activities and promotional campaign for generating leads Domain Knowledge Basic knowledge of MS Office SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS Rank (Rank all KRA's in the order of their importance, with KRA 1 being the most important) Performance Indicator Additional Certifications/Trainings (desirable) SECTION 8: COMPETENCIES In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. IT Skills Minimum 6 Months experience in sales of HL/LAP. Undergraduate/Graduate Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. Prior Experience Educational Qualifications Behavioural Technical In this section, please indicate the key behavioural and technical attributes required to perform the job Leadership Product Knowledge Local Area Knowledge Knowledge on KYC Documents Interpersonal/ relationship management skills Aggression People Management Customer orientation Assertion SECTION 4: DO: KEY ACTIVITIES Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Routine NA JOB DESCRIPTION TEMPLATE SECTION 1: BASIC INFORMATION SECTION 2: PURPOSE OF ROLE Responsible for achievemnent of sales target through various channels of business including direct relationships In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Branch Location Branch Sales Manager NA Getting file ready for sanction Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Coordinating with Credit, Legal and Technical team for completing formalities Basic knowledge of MS Office SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 8: COMPETENCIES In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Minimum 6 Months experience in sales of HL/LAP. Undergraduate/Graduate Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. Job Type: Full-time Pay: Up to ₹400,000.00 per year Benefits: Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental Pay: Commission pay Performance bonus Application Question(s): Age limit upto 30 years Are you graduate with 6 months experience in BSFI? Work Location: In person

Urgent need Company Money View Location Kudlu Gate Bangalore Candidates Criteria: Should have mini 6 Months experience in Banking Product only. (Credit Cards, Home Loan and LAP.) Salary : Max 3.5 LPA Job Description: ▪To make outbound calls to existing customers with the goal of persuading them to purchase additional products or services. ▪Need to be comfortable making cold calls, handling objections, and closing sales over the phone. Skills Required ▪Good understanding of financial services products or services you are selling. ▪Demonstrated proficiency in cross-selling with a strong sales background. ▪Proven track record in selling banking products including credit cards, and Loan. ▪Excellent communication skills in both Hindi and English. Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹30,000.00 per month Benefits: Provident Fund Education: Bachelor's (Required) Experience: Telesales: 1 year (Required) Work Location: In person

JD AIONOS NOIDA No. of Openings - 100 Designation - CSE Salary - Upto 3.2 LPA Work Location - Noida Virtual Interview, 5 days working Date of Joining - AUG 2025 Applicant should have excellent communication skills in English and experience in BPO - at least 6 month in inbound process Local Candidates from Delhi NCR/ nearby will be preferred DM Surya:9494104501 Job Type: Full-time Pay: Up to ₹320,000.00 per year Benefits: Health insurance Life insurance Provident Fund Schedule: Day shift Supplemental Pay: Commission pay Performance bonus Application Question(s): Do u have at least 6 months experience in BPO? Work Location: In person Speak with the employer +91 9494104501

Investment Advisor & Cross Sales Location: Tech Mahindra Ltd, 9th floor, Empire Tower, Reliable Tech Park, Airoli Shift: 5 Days Working Eligibility Criteria: Graduation mandatory. NISM XA/ NISM XB / NISM VA / NISM VB Certification required Preferred background in BFSI Sales (Banking, Financial Services, and Insurance) Experience in BPO or financial services. English proficiency : V5 Salary NISM VA/VB certification: Freshers: ₹2,70,000 LPA - 20,714 Inhand 6 to 12 months experience: ₹3,20,000 LPA- 24,577 Inhand 12 to 24 months experience: ₹3,70,000 LPA - 28,440 Inhand 24 months+ experience ₹4,20,000 LPA- 32,302 Inhand NISM XA/XB/VIII certification: Freshers: ₹3,75,000 CTC - 28,826 Inhand 6 to 12 months experience: ₹4,50,000 CTC - 34,620 Inhand 12 to 24 months experience: ₹5,00,000 CTC - 38,483 Inhand 24 months+ experience: ₹5,75,000 CTC - 44,277 Inhand Without NISM Certification Freshers: ₹2,70,000 LPA - 20,714 Inhand 6 to 12 months experience: ₹3,20,000 LPA- 24,577 Inhand 12 to 24 months experience: ₹3,70,000 LPA - 28,440 Inhand 24 months+ experience ₹4,20,000 LPA- 32,302 Inhand Job Type: Permanent Pay: ₹20,714.00 - ₹44,277.00 per month Benefits: Health insurance Provident Fund Schedule: Day shift Work Location: In person Speak with the employer +91 9356117701 Expected Start Date: 11/08/2025

The Health Insurance Advisors Team plays a critical role in helping customers make informed decisions about their health insurance needs. The team engages directly with prospective customers over the phone, understanding their requirements, educating them about different health insurance products, and guiding them toward the most suitable options. By delivering expert, personalized advice and building trust, the team aims to ensure a seamless customer experience while driving sales and supporting the company's growth objectives. We are looking for a motivated and customer-focused Health Insurance Advisor to join our team. In this role, you will be responsible for speaking with both new and existing customers over the phone to understand their health insurance needs, address their queries, and recommend suitable insurance plans. You will play a key role in driving sales by building trust, educating customers on product features and benefits, and guiding them through the purchase process. Success in this role requires strong communication skills in both Hindi and English, a persuasive and consultative sales approach, and a commitment to delivering an exceptional customer experience. If you thrive in a fast-paced, target-driven environment and are passionate about helping people make important financial decisions, we'd love to hear from you. Responsibilities include handling inbound customer inquiries, proactively promoting health insurance products, following up with potential leads through outbound calls, consistently meeting or exceeding monthly sales targets and performance metrics, providing clear and accurate explanations of policy terms and features, helping customers compare plans and make informed purchase decisions, proactively managing policy renewals, and ensuring continuity of coverage through timely follow-ups. The ideal candidate will have 1-2 years of sales experience, strong influencing skills, clear and effective communication abilities in English and Hindi, and a customer-first mindset. If you are impact-driven, strive for excellence, and embrace change while putting the customer first, Navi is the place for you to thrive.,

You are a detail-oriented and customer-focused Customer Service Representative who will be joining our financial services team. Your primary responsibility will be to assist potential clients through phone and online channels by pre-qualifying them for loans. You will be instrumental in guiding applicants through the process and ensuring a seamless customer experience. In this role, you will manage high-volume inbound and outbound calls professionally and courteously. You will educate potential customers on loan products, eligibility criteria, and the application process while building strong rapport and trust with them. Your responsibilities will also include collecting and verifying applicant information such as income and employment status, assessing preliminary eligibility using internal systems, and clearly communicating pre-qualification results and next steps. Maintaining compliance with company policies and regulatory guidelines, ensuring the confidentiality of customer data, and accurately logging all interactions and updates in the CRM system will be crucial aspects of your duties. You may need to escalate or transfer customers to relevant departments when required and strive to meet or exceed key performance indicators related to call volume, qualification rates, and customer satisfaction. Requirements: Candidate Requirements: - High school diploma or equivalent required, a degree in Finance, Business, or related field is a plus. - Excellent verbal and written communication skills. - Strong interpersonal and customer-handling skills. - Basic understanding of financial services and loan concepts. - Proficiency in CRM tools and MS Office applications. - 1-4 years of experience in BPO, customer service, or a financial services environment. - Prior experience with U.S.-based customers is a plus. - Detail-oriented, organized, and comfortable working in a fast-paced, high-volume setting. - Flexibility to work evening shifts and occasional weekends. Benefits: - Competitive salary (25,000-35,000) and performance-based incentives. - On-the-job training and continuous learning opportunities. - Opportunity to grow within the financial services domain.,

The Sales Manager - Home Loans position at Home Locator in Bengaluru is an exciting opportunity for individuals with a keen interest in the financial services and real estate sector. Home Locator is a dynamic organization focused on assisting individuals in finding their dream homes through professional services and customer-centric practices. As the Sales Manager - Home Loans (Corporate DSA), your primary responsibility will be to oversee and drive home loan sales by establishing partnerships with major banks and NBFCs. Your role will involve lead generation, customer engagement, and ensuring smooth loan disbursement processes to provide customers with a seamless experience. Key Responsibilities: - Drive sales of home loan products through the Corporate DSA channel - Collaborate with various banks and NBFCs to structure and implement loan offerings - Utilize multiple sources to generate leads and convert prospects into successful closures - Coordinate with internal teams to align sales strategies and ensure operational efficiency - Meet and exceed sales targets at both individual and team levels - Cultivate and nurture strong relationships with financial institutions and clients - Uphold exceptional customer service standards throughout the home loan process Qualifications: - Profound knowledge of home loan products and lending procedures - Previous experience in sales management or as a DSA with banks/NBFCs - Demonstrated success in lead generation and closing deals - Excellent communication, negotiation, and interpersonal skills - Ability to thrive in a fast-paced, target-oriented environment - Availability to work on-site at the Bengaluru office - Bachelor's degree in Business, Finance, or a related field - Prior exposure to the real estate or financial services industry is advantageous If you possess a passion for sales and a deep understanding of the home loan market, we welcome you to be a part of our team at Home Locator and contribute to shaping the future of real estate finance.,

The role of a Product Associate in Liquidity and Account Solutions (L&AS) at J.P. Morgan involves playing a vital part in supporting the global transformational change agenda of Account Solutions Core Services. Your responsibilities will include analyzing regulatory developments, designing operating models for optimization, understanding client business models, responding to client and regulatory queries, and supporting deal reviews. Building strong partnerships with Product Management, Sales, Technology, Operations, Legal, and Compliance teams is key to success in this role. Your day-to-day tasks will involve supporting various activities such as ultimate beneficiary visibility, VS deal reviews, legal document negotiations, product support for technical development, and issue investigations. Additionally, you will be responsible for collecting and analyzing metrics on product performance to drive decision-making, supporting the regional Product Manager in managing Account Solutions products, and assisting the Account Solutions Deal Review Lead in the Deal Review and its automation strategy. Collaboration with cross-functional teams to identify solutions that address client needs and align with business goals is essential. You will participate in planning sessions, contribute ideas and insights, and assist in executing product initiatives to ensure timely and successful delivery. Moreover, you will contribute to the development of L&AS product strategy and roadmap while ensuring that risk & control frameworks are maintained by partnering with stakeholders, providing guidance and analysis, identifying and escalating issues/risks/dependencies, and facilitating communication across impacted teams. To excel in this role, you should possess relevant experience in product management or Financial Services - Consulting / Strategy. Exposure to product life cycle activities, excellent organizational skills, ability to manage competing priorities under tight deadlines, high initiative, and proven ability to collaborate and build strong partnerships are crucial. Strong analytical, problem-solving, and quantitative skills, along with advanced knowledge of PowerPoint and Excel are required. Excellent written and verbal communication skills, with the ability to prepare executive-level communications, will be beneficial. Preferred qualifications, capabilities, and skills include emerging knowledge of data analytics and data literacy.,