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3.0 - 7.0 years
0 Lacs
haryana
On-site
As an Intern - Finance Operations at HSBC, you will play a crucial role in preparing financial reports in compliance with various standards such as IFRS, Finrep, GSIB, and BoE. Your responsibilities will include meeting SLAs, maintaining strong customer relationships, ensuring timely and accurate completion of BAU activities, and reviewing reports before submission to the in-country team. Collaboration will be key in this role, as you will need to effectively communicate with teams across different locations within the country and globally. Adherence to controls in BAU processes and keeping EUCs/SOPs updated will be essential. Additionally, you will be expected to support other OA activities and lead process improvement initiatives to enhance team efficiency. To excel in this position, you should have cleared the Intermediate level of CA/ACCA and completed 3 years of Articleship. A good understanding of Microsoft Office, the ability to analyze numeric data, and strong communication skills are necessary. Previous experience in a reputable banking/financial services organization, familiarity with IFRS, advanced knowledge of MS Excel, and proficiency in MS Access (Visual basics) and Macros will be advantageous. Flexibility to adapt to process requirements and a commitment to delivering high-quality work are essential qualities for success in this role. Joining HSBC means being part of a global organization that values your contributions and offers opportunities for professional growth. If you are ready to make a real impact and grow your career in finance operations, this role at HSBC could be the perfect fit for you.,
Posted 6 days ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
You will be responsible for designing and executing detailed test cases based on functional and technical requirements. Your role will involve performing manual testing across web, mobile, and backend systems. You will be expected to identify, document, and track bugs through resolution using tools like JIRA or Bugzilla. Collaboration with developers, product managers, and business analysts is essential to ensure effective communication and resolution of issues. Additionally, you will conduct regression testing and provide support during UAT cycles while ensuring compliance with QA standards and best practices. To qualify for this role, you should have a minimum of 3 years of manual testing experience in web/mobile applications. A strong understanding of SDLC and STLC is required along with experience in writing detailed test cases and test plans. Familiarity with tools like JIRA, TestRail, or similar testing tools is necessary. You should possess the ability to comprehend business flows and conduct end-to-end testing efficiently. Excellent communication and documentation skills are essential for this role. Preference will be given to candidates with experience in financial services, capital markets, or broking domain. Exposure to basic SQL for data validation and experience in UAT/client-facing testing coordination will be advantageous for this position.,
Posted 6 days ago
1.0 - 5.0 years
0 Lacs
maharashtra
On-site
You will be responsible for developing and implementing strategies to attract new clients at PhillipCapital India. This role involves identifying potential markets, generating leads, nurturing relationships, and converting prospects into clients. You will collaborate with marketing, sales, and product teams to enhance client engagement and ensure customer satisfaction. Identify and target potential clients through market research and analysis. Develop and maintain a pipeline of prospects using various channels, including networking, social media, referrals, and industry events. Establish and maintain relationships with prospective clients. Understand clients financial needs and objectives to tailor service offerings. Create and implement effective client acquisition strategies and sales plans. Work closely with the marketing team to develop campaigns and promotional activities that enhance brand visibility and attract potential clients. Provide feedback on marketing initiatives based on client interactions and market trends. Prepare and deliver compelling presentations and proposals to prospective clients. Highlight the benefits of the products and services offered by PhillipCapital India. Monitor industry trends, competitor activities, and regulatory changes to identify opportunities for client acquisition. Analyze client feedback and market data to refine acquisition strategies. Attend industry conferences, networking events, and workshops to build professional relationships and enhance visibility. Engage with community organizations and professional associations to expand the firm's reach. Track and report on acquisition activities, lead conversion rates, and overall performance against targets. Provide regular updates to senior management on client acquisition progress and strategies. Required Skills and Qualifications: Bachelor's degree in finance, business administration, marketing, or a related field. A master's degree or relevant certifications (e.g., CFA, CFP) is a plus. 1-3 years of experience in client acquisition, sales, or business development within the financial services industry. Proven track record of achieving sales targets and managing client relationships. Strong understanding of financial products and services. Excellent communication, negotiation, and presentation skills. Ability to analyze market data and trends to inform strategies. Proficiency in Microsoft Office Suite. Strong interpersonal skills with the ability to build rapport with clients and colleagues.,
Posted 6 days ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
As a senior consultant, you will play a key role in leading and delivering engagements. Drawing on your expertise in designing and implementing transformation programs, you will work closely with client stakeholders on a daily basis. Your responsibilities will include contributing to branding, thought leadership, and knowledge management efforts to enhance the consulting services offered. Your involvement will span sales proposal preparation, as well as engagement delivery activities. Collaborating with client counterparts, you will be instrumental in defining long-term vision, goals, and strategies. Your work will involve driving large-scale transformation programs aimed at helping organizations evolve into AI-powered enterprises. You will assist clients in developing data-driven business operating models and extracting maximum value from AI-led initiatives. Additionally, you will contribute to designing future processes and organizational structures for clients, along with creating transformation roadmaps. Conducting ideation workshops with a team of experts, you will translate requirements into prioritized roadmaps and assist in preparing business cases for implementing these strategies. You will also be involved in knowledge transfer to clients and supporting organizations throughout the project lifecycle. Ensuring effective communication and high satisfaction levels among team members and consultants under pressure will be a key aspect of your role. In terms of technical requirements, experience in project management within the financial services or banking sector is essential. An MBA or CA from Tier 1 or Tier 2 institutions is preferred. The location of your posting will depend on business needs, with multiple options available. Preferred skills include expertise in banking domain and program management consulting within the technology sector.,
Posted 6 days ago
12.0 - 20.0 years
0 Lacs
karnataka
On-site
We are looking for an Executive Manager in Data Engineering with 12-20 years of experience to join our team in Bangalore. You will be working from the office 3 days a week. Your responsibilities include collaborating with Crew Leaders to inspire and enable the chapter to deliver in line with squad strategy to maximize customer outcomes. Your role will focus on enabling agility within the Chapter, inspiring the squad to embody future ways of working to implement, support, and deliver consistently in line with strategic outcomes of the practice area. We are seeking individuals who are naturally talented at balancing cultural, people, and technology requirements. You should be able to communicate effectively, work across boundaries, share problems, and build a one-team mentality across time zones, cultures, and working styles. Confidence in supporting Crew Leads with delivery, defining Chapter targets, workforce strategy, and setting trackable goals is essential. You should be inspired to drive a Tech culture of growth and continuous improvement based on data metrics. Proficiency in executive-level stakeholder management skills is necessary to promote team ideas effectively. You should be able to inspire squads to operate with a mentality of constructively challenging each other to achieve collective goals and outcomes. Identifying technology limitations and deficiencies in existing systems and associated platforms to develop scalable and sustainable long-term solutions is a key aspect of the role. Driving data transformational projects and creating a positive leadership impact within the crews by encouraging diversity of thoughts to uplift the chapter's overall technical capability is also part of the responsibilities. Your Skills and Experience: - Experience in people management of large teams (30+) with leadership roles in data engineering - Expertise in leading and driving teams of platform engineers utilizing AWS services like EMR, Redshift, and Glue - Proven experience in financial services or similarly regulated industry with a strong risk mindset - Experience in implementing large-scale self-service enterprise data platforms is highly desirable If you are passionate about data engineering, have the required experience, and are looking for a challenging opportunity, we encourage you to apply for this role.,
Posted 6 days ago
1.0 - 5.0 years
0 - 0 Lacs
kochi, kerala
On-site
As a Field Associate Investment, you will be based in Ernakulam-Palarivattom, Thykoodam, Kolencherry. With a minimum of 1 year of experience in sales, marketing, or the banking sector, you are required to hold a Bachelor's degree. Your monthly salary will range from 20,000.00 to 30,000.00 along with incentives, working from 8.30 AM to 5.30 PM for 6 days a week. Your responsibilities will include identifying and generating new sales leads through various methods such as networking, cold calling, and other sales tactics. It will be crucial for you to meet or exceed the set sales goals and quotas regularly while staying informed about industry trends, competitor products, and market conditions. You are expected to have excellent sales and negotiation skills, be results-oriented, and target-driven with a good understanding of financial products and services. In this role, you will need to develop and implement sales plans to meet the company's short-term and long-term sales goals. Keeping up-to-date with sales strategies, market trends, and industry developments will also be part of your responsibilities. This is a full-time, permanent position with benefits such as health insurance, life insurance, and a provident fund. Additionally, there is a performance bonus included in the compensation package for this role. You will be working in a day shift schedule to fulfill your duties effectively.,
Posted 6 days ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
As an Associate Director, Service Manager at HSBC, you will play a crucial role in maintaining and optimizing service reporting to ensure delivery of site service levels within set Scorecard Targets and OKRs. Your responsibilities will include providing transparency of global service performance to the leadership team, developing global annual demand/cost plans, and enabling workforce optimization in collaboration with Regional Heads. Additionally, you will be accountable for driving cost efficiency initiatives, raising recruitment asks for backfills, and liaising with pillar leads across the Service Management team. To excel in this role, you should possess a solid understanding of financial services and credit services products, strong business acumen, and experience in business management, programme/project management, or COO functions. Your analytical and problem-solving skills will be essential in managing shifting priorities and demands effectively. Moreover, you should demonstrate a strong risk management capability, the ability to work in complex multi-jurisdictional environments, and experience in satisfying multiple stakeholders with a collaborative leadership style. Effective communication, collaboration, and influencing skills will be key as you interact with senior management of stakeholder groups and line staff. Proficiency in tools such as MS Office, SharePoint, Jira, Confluence, and BI Dashboards will support your success in this role. Furthermore, knowledge of HSBC Group or other global organizations and an appreciation of different cultures will be advantageous. Join HSBC to make a real impact and be valued for your contributions. Your work as an Associate Director, Service Manager will enable businesses to thrive, economies to prosper, and individuals to fulfill their aspirations. At HSBC, you will have the opportunity to achieve more and contribute to the bank's mission of helping people realize their ambitions. Please note that personal data held by the Bank relating to employment applications will be used in accordance with HSBC's Privacy Statement, available on the bank's website.,
Posted 6 days ago
3.0 - 7.0 years
0 Lacs
delhi
On-site
The ideal candidate for this position should have experience in preparing recovery reports and maintaining accurate records. Strong communication and interpersonal skills are necessary for effective interaction with clients and colleagues. Knowledge of legal regulations and compliance related to debt recovery is essential to ensure adherence to industry standards. The ability to work collaboratively with different departments is required to streamline processes and achieve common goals. Problem-solving skills and the capability to develop effective solutions are key qualities for successful debt recovery operations. Previous experience in financial services or related industries would be advantageous. A Bachelor's degree in Finance, Business Administration, or a related field is preferred for this role. If you meet the qualifications mentioned above and are interested in this opportunity, kindly share your resume with us at hr@aslnbfc.com.,
Posted 6 days ago
5.0 - 9.0 years
0 Lacs
hyderabad, telangana
On-site
As a Lead Data Controller at Wells Fargo, you will play a crucial role in ensuring the accuracy and integrity of financial data, supporting strategic decision-making and regulatory compliance. Your responsibilities will include identifying risks, designing effective controls, and overseeing production activities such as data sourcing, processing, analyzing, and reviewing the output in a controlled environment. You will act as the lead Consultant for financial accounting matters, providing technical expertise on accounting issues, regulatory information, and research. Your role will involve providing data for preparing and reviewing financial and regulatory reports, articulating policy changes to management, and leading implementation of complex projects impacting multiple lines of business. To excel in this role, you are required to have at least 5 years of experience in Finance, Accounting, Analytics, Financial Reporting, Accounting Reporting, or Risk Reporting. Additionally, desired qualifications include experience in a data-focused role within the financial services industry, a strong understanding of financial products and risks, leadership experience, exceptional communication skills, and expertise in data reconciliation and validation. In terms of job expectations, you will be responsible for overseeing data inflow into International Controllers, ensuring data integrity through reconciliation and validation processes, resolving data discrepancies, and driving continuous improvement initiatives related to data acquisition and quality. You will also lead and develop a small team of Data Controllers, collaborate with internal departments to ensure seamless data flow, and provide relevant control metrics as required. This role offers the opportunity to contribute to the success of the Financial and Regulatory Reporting Teams and requires proactive monitoring, governance, risk identification, and making sound risk decisions aligned with the business unit's risk appetite and all risk and compliance program requirements. If you are a proactive, detail-oriented individual with a passion for data management and financial services, this role at Wells Fargo may be the perfect fit for you. Join our dynamic team and drive improvements in data management processes while ensuring the quality and availability of data for reporting purposes. Apply now and make a valuable contribution to our organization.,
Posted 6 days ago
8.0 - 12.0 years
0 Lacs
pune, maharashtra
On-site
You are seeking a Sales Lead to collaborate closely with the Founding team. Your role will involve strategizing and setting revenue and P&L goals for the business unit, as well as driving revenue and growth for the company's primary product line. The ideal candidate will have prior experience in B2B sales within banks, financial institutions, or Fintech companies. Your responsibilities will include having a strong grasp of the Indian Financial Services landscape, conducting market research to identify potential business partners (Banks & Financial institutions), and nurturing relationships with both new and existing clients. You will also be required to work closely with key stakeholders across business, technology, and product teams while demonstrating a solid understanding of technology and business. As a Sales Lead, you will be expected to assist in creating business plans, sales pitches, presentations, reference materials, and other necessary documents. The ability to manage multiple projects simultaneously, meet deadlines, identify new business opportunities and partners, and exhibit excellent interpersonal skills will be crucial. Deepening existing partnerships for increased market share and achieving assigned monthly, quarterly, and annual targets will also fall under your purview. The preferred qualifications for this role include an MBA in Sales & Marketing, along with 8-10 years of experience in selling products/services to banks and financial services companies. Additionally, prior experience in working with partners and generating business opportunities will be beneficial. This is a full-time position that offers benefits such as leave encashment, paid sick time, and paid time off. The work schedule is during the day shift from Monday to Friday, with the opportunity for a performance bonus. The work location is in person.,
Posted 6 days ago
2.0 - 6.0 years
0 Lacs
thane, maharashtra
On-site
As an Internal Audit IT Professional at Fiserv, you will be responsible for efficiently conducting audit projects in compliance with The Institute of Internal Auditors standards and Fiserv global Internal Audit framework. Working under the guidance of the Audit Lead, you will contribute to audit planning, execute field work, review materials, design and conduct audit testing, analyze results, and draw conclusions. You will also assist in documenting test results and conclusions, preparing draft and final audit reports, and summaries of findings. In this role, you will be expected to handle a variety of audits, including operational, compliance, or IT-focused audits under various financial or info-security/cybersecurity regulations in both the US and international locations in APAC, EMEA, and LATAM. You will be involved in preparing Test of Design and Effectiveness documents, as well as validating audit issues. To excel in this position, you should possess a BSc/MSc-IT or BCA/MCA degree with a focus on information technology or an equivalent degree. Additionally, you should have at least 2 to 4 years of experience in assessing technology/IT controls, preferably in Internal Audit, Compliance & Risk Advisory services within the Banking and Financial services domain. It is preferred that you have experience in IT General Controls (ITGC) reviews, Cybersecurity controls, Infrastructure audits, application security audits, and Network security control risk reviews. Strong client interfacing skills, communication, interpersonal skills, and proficiency in Microsoft Office products are also essential for this role. Thank you for considering employment with Fiserv. To apply, please use your legal name, complete the step-by-step profile, and attach your resume. Fiserv is committed to Diversity and Inclusion. Please note that Fiserv does not accept resume submissions from agencies outside of existing agreements, and fraudulent job postings not affiliated with Fiserv may target your personal or financial information. Any communication from a Fiserv representative will come from a legitimate Fiserv email address.,
Posted 6 days ago
1.0 years
3 - 3 Lacs
Bengaluru, Karnataka
On-site
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: Inside sales: 1 year (Required) Work Location: In person Speak with the employer +91 9795693432
Posted 1 week ago
1.0 years
1 - 2 Lacs
Kochi, Kerala
On-site
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 Types: Full-time, Fresher Pay: ₹15,000.00 - ₹21,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Education: Master's (Preferred) Experience: total work: 1 year (Preferred) Bank follow up officer: 1 year (Preferred) Language: English (Preferred) Work Location: In person Application Deadline: 15/08/2025
Posted 1 week ago
3.0 years
3 - 0 Lacs
Majiwada, Thane, Maharashtra
On-site
Job Title: Home Loan Sales Executive Location: Thane, Maharashtra Job Type: Full-Time Industry: Banking / Financial Services / NBFC Experience: 1–3 Years Education: Graduate in any discipline. Job Summary: We are seeking a proactive and driven Home Loan Sales Executive to join our team in Thane. The ideal candidate will be responsible for generating leads, building strong client relationships, and closing home loan sales. You will play a key role in expanding our customer base and ensuring high customer satisfaction through professional service and support. Key Responsibilities: Identify and develop new customer leads through direct sales, references, cold calling, and field visits. Explain the features and benefits of home loan products to potential customers. Understand customer requirements and suggest suitable loan options. Coordinate with internal teams (credit, operations, legal) for smooth processing and disbursal of loans. Ensure proper documentation and timely submission of loan applications. Achieve monthly sales targets as assigned by the management. Maintain regular follow-up with customers for post-sales service and referrals. Stay updated with market trends, competitor offerings, and RBI guidelines related to home finance. Requirements: Minimum 1 year of experience in home loan sales or related financial products. Strong communication, negotiation, and interpersonal skills. Self-motivated and target-driven with a results-oriented approach. Familiarity with the Thane and Mumbai suburban geography. Basic knowledge of home loan eligibility, EMI calculations, and documentation. Preferred Qualifications: Proven track record of meeting/exceeding sales targets. Fluency in English, Hindi, and Marathi. Salary: Upto ₹ 3 .8 LPA CTC Job Types: Full-time, Permanent Pay: Up to ₹25,000.00 per month Benefits: Cell phone reimbursement Commuter assistance Internet reimbursement Provident Fund Experience: Home Loan Sales: 1 year (Required) Willingness to travel: 100% (Required) Work Location: In person Speak with the employer +91 8928999329
Posted 1 week ago
0.0 years
2 - 0 Lacs
Vadapalani, Chennai, Tamil Nadu
On-site
Designation: Loan Officer - Lead Management System Role/Functional Area: Tele Sales Experience: 0-3 years Job Types: Full-time, Fresher Pay: ₹17,000.00 - ₹20,793.95 per month Benefits: Health insurance Life insurance Paid sick time Provident Fund Education: Bachelor's (Preferred) Location: Vadapalani, Chennai, Tamil Nadu (Required) Work Location: In person Speak with the employer +91 09901160297
Posted 1 week ago
2.0 years
3 - 3 Lacs
Lucknow, Uttar Pradesh
On-site
Job Title: Relationship Officer JOB SUMMARY Responsible for quality customer acquisition as per product bouquet of the business. Adherence of the process and policies of the Bank while maintaining banking relationship with customers with close coordination with relevant teams. KEY RESPONSIBILITIES · To source loan clients in line with the business plan and target. · Creating and maintaining strict credit discipline and ensuring zero default in recovery. · Monitor the loan portfolio – conduct loan utilization checks and regular monitoring visits. · Ensure compliance with policies, procedures & practices and continuously contribute to their improvement. · Accurate and timely record keeping and reporting. · Understanding customer needs and responding to customer queries & issues to ensure customer satisfaction. · Completion of loan contracts by explaining provisions to applicant; obtaining signature and notarization; collecting fees. · Any other work assigned to you from time to time. EDUCATIONAL QUALIFICATIONS & CERTIFICATIONS Qualification: Graduate in any discipline RELEVANT JOB EXPERIENCE 2-3 years of relevant experience in BFSI domain. Job Type: Full-time Pay: ₹25,000.00 - ₹32,500.00 per month Work Location: In person Speak with the employer +91 8968660619
Posted 1 week ago
3.0 years
2 - 3 Lacs
Noida, Uttar Pradesh
On-site
Job Title: Loan Executive Location: Noida Experience: 2–3 years Employment Type: Full-time Job Summary: We are seeking a proactive and customer-oriented Loan Executive to join our financial team. The ideal candidate will be responsible for assisting clients in the loan application process, evaluating eligibility, and ensuring timely disbursement. The role involves handling documentation, coordinating with banks/NBFCs, and maintaining strong client relationships. Key Responsibilities: Meet prospective clients to understand their loan requirements. Explain loan products (personal, home, business, etc.) and eligibility criteria. Collect and verify documents like KYC, income proof, and bank statements. Coordinate with credit and operations teams for loan processing and approval. Maintain regular follow-ups with clients and banks/NBFCs. Handle customer queries and resolve any issues related to loans. Maintain accurate records and reports of all client interactions and loan applications. Achieve monthly loan disbursement targets. Job Type: Full-time Pay: ₹20,000.00 - ₹30,000.00 per month Experience: Loan processing: 2 years (Required) Work Location: In person Speak with the employer +91 9990904924
Posted 1 week ago
3.0 years
3 - 3 Lacs
Visakhapatnam, Andhra Pradesh
On-site
Sales/Marketing Representative – Fintech Company Position: Sales/Marketing Representative Industry: Fintech Location: Andhra Pradesh Experience: 1–3 years Profile Summary A driven and customer-focused sales/marketing professional with 1–3 years of experience in B2B/B2C financial products or related sectors. Skilled in lead generation, client onboarding, and relationship management. Capable of understanding fintech products, explaining complex solutions in simple terms, and driving growth through strategic outreach. Key Responsibilities · Identify and approach potential clients (retailers, SMEs, merchants, etc.) for Fintech offerings such as digital payments, lending, invoice-based financing, etc. · Conduct product demonstrations and training sessions for customers. · Manage onboarding, documentation, and KYC processes. · Build and maintain strong client relationships for repeat business. · Collect feedback, track market trends, and report customer insights. · Achieve sales targets and contribute to regional or zonal business goals. · Coordinate with backend teams for customer service, disbursements, or technical issues. Key Skills · Excellent communication and persuasion skills · Good understanding of financial services (loans, UPI, credit, etc.) · CRM tools and Excel familiarity · Negotiation and objection handling · Local language proficiency (if working in a regional market) · Problem-solving and adaptability in field conditions Educational Background · Bachelor’s degree in Business, Commerce, Finance, or related field · MBA/PGDM preferred but not mandatory Preferred Attributes · Prior experience in BFSI, fintech startups, NBFCs, or telecom field sales · Self-starter with a result-oriented mindset · Willingness to travel locally/regionally · Comfort with digital platforms and app-based operations Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹30,000.00 per month Benefits: Health insurance Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person
Posted 1 week ago
3.0 years
0 Lacs
Mumbai, Maharashtra
On-site
JOB DESCRIPTION You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Planning & Analysis Assocate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed. Job Responsibilities: Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports Develop efficiency reporting, analytics, and strategy, including but not limited to location strategy, span of control, and reporting and analytics. Creating financial business cases supporting business initiatives Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets Helping design new reports and dashboards to efficiently deliver the financial results to senior management Enhancing controls and streamlining processes, introducing automation where possible Required qualifications, capabilities, and skills Bachelor’s degree in Accounting, Finance or a subject of a technical nature Advanced skills in Excel and PowerPoint Proficiency with data mining/gathering and manipulation of data sets Inquisitive, enthusiastic and diligent, and capable of challenging peers Strong verbal and written communication skills, with the ability to articulate complex issues clearly Ability to create ad hoc reporting for senior management Proven track record for executing on special projects / assignments, often with little lead time or information Highly motivated and able to thrive and think clearly under pressure and tight deadlines Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams Highly motivated self-starter with excellent time management/prioritization skills Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Preferred qualifications, capabilities, and skills: 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. ABOUT THE TEAM J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
You will be joining M&G Global Services Private Limited, a subsidiary of M&G plc, with a rich history spanning over 170 years in the savings and investments industry. At M&G, our mission is to empower individuals to make confident decisions about their finances. We offer a wide range of financial products and services through Asset Management, Life, and Wealth divisions, all working together to provide exceptional financial outcomes for our clients and shareholders. As a Manager, Business Assurance and Controls Testing in the Risk & Resilience function, you will play a crucial role in advising and challenging key stakeholders to effectively manage risks and provide valuable business insights. You will report to the Assistant Vice President/ Vice President, Business Assurance and Controls Testing, supporting the implementation of the Operational Risk Framework and Policies. Your responsibilities will include ensuring compliance with policies, conducting risk assessments, managing operational risk assurance reviews, and collaborating with various stakeholders to enhance control design and implementation. Key Accountabilities/Responsibilities: - Supporting the embedding of the operational risk framework across M&G plc - Providing consolidated risk analysis and management information for Senior Management - Managing operational risk assurance and control testing reviews across business areas and service providers - Preparing reports of assurance and control testing findings and recommendations - Contributing to Risk & Resilience Reporting for Senior Management and Boards - Building collaborative relationships with internal and external stakeholders - Keeping abreast of industry trends and regulatory issues Key Stakeholder Management: Internal stakeholders include M&G plc Risk and Compliance, UK Business Areas, and Internal Audit teams. External stakeholders include Suppliers, Business Partners, External Auditors, and Regulators. Required Skills: - Strong knowledge of Control Frameworks such as COSO and COBIT - Experience in risk monitoring, controls testing, and internal audit assurance - Knowledge of UK financial services sector regulations and risk management - Strong written and verbal communication skills - Ability to challenge constructively and drive improvements - Excellent stakeholder management skills - Proficiency in Microsoft Office tools Desired Skills: - Quick learner with analytical thinking - Ability to manage conflicting objectives and deadlines - Strong organization and decision-making skills Experience: - Minimum 3 years experience in Risk/Audit function within a financial institution If you are seeking a challenging role that offers opportunities for growth and impact in a dynamic financial services environment, we encourage you to apply for the position of Manager, Business Assurance and Controls Testing at M&G Global Services Private Limited.,
Posted 1 week ago
3.0 years
2 - 3 Lacs
Bengaluru, Karnataka
On-site
Sales/Marketing Representative – Fintech Company Position: Sales/Marketing Representative Industry: Fintech Location: Karnataka Experience: 1–3 years Profile Summary: A driven and customer-focused sales/marketing professional with 1–3 years of experience in B2B/B2C financial products or related sectors. Skilled in lead generation, client onboarding, and relationship management. Capable of understanding fintech products, explaining complex solutions in simple terms, and driving growth through strategic outreach. Key Responsibilities: · Identify and approach potential clients (retailers, SMEs, merchants, etc.) for Fintech offerings such as digital payments, lending, invoice-based financing, etc. · Conduct product demonstrations and training sessions for customers. · Manage onboarding, documentation, and KYC processes. · Build and maintain strong client relationships for repeat business. · Collect feedback, track market trends, and report customer insights. · Achieve sales targets and contribute to regional or zonal business goals. · Coordinate with backend teams for customer service, disbursements, or technical issues. Key Skills: · Excellent communication and persuasion skills · Good understanding of financial services (loans, UPI, credit, etc.) · CRM tools and Excel familiarity · Negotiation and objection handling · Local language proficiency (if working in a regional market) · Problem-solving and adaptability in field conditions Educational Background: · Bachelor’s degree in Business, Commerce, Finance, or related field · MBA/PGDM preferred but not mandatory Preferred Attributes: · Prior experience in BFSI, fintech startups, NBFCs, or telecom field sales · Self-starter with a result-oriented mindset · Willingness to travel locally/regionally · Comfort with digital platforms and app-based operations Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹25,000.00 per month Benefits: Health insurance Provident Fund Schedule: Day shift Language: English & Hindi (Preferred) Work Location: In person Speak with the employer +91 9313020281
Posted 1 week ago
0 years
1 - 2 Lacs
Noida, Uttar Pradesh
On-site
Key Responsibilities:-1. Sales Management: Lead and manage the tele sales team to achieve sales targets for financial products personal loan and overdraft flexi. 2. Team Management: Train, motivate, and mentor the tele sales team to improve performance and achieve their individual sales goals. 3. Sales Strategy: Develop and implement effective tele sales strategies to maximize sales and customer acquisition. 4. Performance Tracking: Monitor and analyze team performance, providing regular feedback and implementing corrective actions as needed.Skills:-->Sales, Business Development, and Negotiation skills->Excellent communication and interpersonal skills->Ability to work effectively in a team environment->Experience in financial services or related industry is a plusIf you find it interesting and are willing to apply, request you to share your updated resume on P.No - 8383857554 (WhatsApp only) or DM me. Job Type: Full-time Pay: ₹12,000.00 - ₹22,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Language: Hindi (Preferred) English (Preferred) Work Location: In person
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
Join our collaborative environment, where you'll contribute to our strategy and make an impact on product success. Grow your skills, participate in product planning, and define user workflows while working alongside experienced product managers. Don't miss this opportunity to be part of a dynamic team and promote innovation in customer experiences. As a Product Associate in Asset & Wealth Management, you play a crucial role in supporting the product development process and contributing to the discovery of innovative solutions that address customer needs. Working closely with the product management team and cross-functional partners, you contribute your skills and insights to help ensure the success of our product offerings. As a valued member of the team, you have the opportunity to learn and grow in a dynamic and fast-paced environment, making a tangible impact on our products and customer experiences. Supports the development of our product strategy and roadmap. Assist in the development and execution of product strategies and roadmaps using Agile methodologies. Collects and analyzes metrics on product performance to inform decision-making. Conduct market research and competitive analysis to identify trends and opportunities. Collaborate with product managers to define product requirements and specifications, ensuring alignment with Agile principles. Contributes to solution discovery through collaboration with cross-functional teams to identify potential solutions that address user needs and align with business goals. Support the product lifecycle from concept to launch, including product design, testing, and implementation. Participates in product planning sessions, contributes ideas and insights, and assists in the execution of product initiatives, ensuring timely and successful product launches. Collaborates with the product manager to engage stakeholders and define user workflows, requirements, stories, and customer value. Required qualifications, capabilities, and skills: - 2+ years of experience or equivalent expertise in product management, project management, or a relevant domain area. - Developing knowledge level of the product development life cycle. - Experience in product management, financial services, or a related field. - Strong analytical and problem-solving skills. - Excellent verbal and written communication skills. - Proficiency in Agile methodologies and experience using JIRA for project management. - Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). - Exposure to product life cycle activities including discovery and requirements definition. - Emerging knowledge of data analytics and data literacy. Preferred qualifications, capabilities, and skills: - Familiarity with financial products and services is a plus.,
Posted 1 week ago
2.0 - 5.0 years
0 Lacs
Pune, Maharashtra
On-site
The Applications Development Intermediate Programmer Analyst is an intermediate level position responsible for participation in the establishment and implementation of new or revised application systems and programs in coordination with the Technology team. The overall objective of this role is to contribute to applications systems analysis and programming activities. Responsibilities: Utilize knowledge of applications development procedures and concepts, and basic knowledge of other technical areas to identify and define necessary system enhancements, including using script tools and analyzing/interpreting code Consult with users, clients, and other technology groups on issues, and recommend programming solutions, install, and support customer exposure systems Apply fundamental knowledge of programming languages for design specifications. Analyze applications to identify vulnerabilities and security issues, as well as conduct testing and debugging Serve as advisor or coach to new or lower level analysts Identify problems, analyze information, and make evaluative judgements to recommend and implement solutions Resolve issues by identifying and selecting solutions through the applications of acquired technical experience and guided by precedents Has the ability to operate with a limited level of direct supervision. Can exercise independence of judgement and autonomy. Acts as SME to senior stakeholders and /or other team members. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 2-5 years of relevant experience in the Financial Service industry Intermediate level experience in Applications Development role Consistently demonstrates clear and concise written and verbal communication Demonstrated problem-solving and decision-making skills Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements Education: Bachelor’s degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Java 17, 21 Micro services Spring Framework Messaging - Kafka/Solace - Job Family Group: Technology - Job Family: Applications Development - Time Type: Full time - Most Relevant Skills Please see the requirements listed above. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi’s EEO Policy Statement and the Know Your Rights poster.
Posted 1 week ago
2.0 - 5.0 years
0 Lacs
Chennai, Tamil Nadu
On-site
The Applications Development Intermediate Programmer Analyst is an intermediate level position responsible for participation in the establishment and implementation of new or revised application systems and programs in coordination with the Technology team. The overall objective of this role is to contribute to applications systems analysis and programming activities. Responsibilities: Utilize knowledge of applications development procedures and concepts, and basic knowledge of other technical areas to identify and define necessary system enhancements, including using script tools and analyzing/interpreting code Consult with users, clients, and other technology groups on issues, and recommend programming solutions, install, and support customer exposure systems Apply fundamental knowledge of programming languages for design specifications. Analyze applications to identify vulnerabilities and security issues, as well as conduct testing and debugging Serve as advisor or coach to new or lower level analysts Identify problems, analyze information, and make evaluative judgements to recommend and implement solutions Resolve issues by identifying and selecting solutions through the applications of acquired technical experience and guided by precedents Has the ability to operate with a limited level of direct supervision. Can exercise independence of judgement and autonomy. Acts as SME to senior stakeholders and /or other team members. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 2-5 years of relevant experience in the Financial Service industry Intermediate level experience in Applications Development role Consistently demonstrates clear and concise written and verbal communication Demonstrated problem-solving and decision-making skills Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements Education: Bachelor’s degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Java Micro services, Messaging Spring framework - Job Family Group: Technology - Job Family: Applications Development - Time Type: Full time - Most Relevant Skills Please see the requirements listed above. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi’s EEO Policy Statement and the Know Your Rights poster.
Posted 1 week ago
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