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5.0 - 9.0 years

0 Lacs

hyderabad, telangana

On-site

As a member of the finance consulting team at PwC, you will specialize in providing consulting services focused on financial management and strategy. Your role will involve analyzing client needs, developing financial solutions, and offering guidance to help clients optimize their financial performance, improve decision-making, and achieve their financial goals. In the financial operations sector, your primary focus will be on enhancing the efficiency and effectiveness of financial operations within organizations. This will entail assessing financial processes, identifying areas for improvement, and designing and implementing solutions to streamline financial operations, enhance controls, and reduce costs. Additionally, you will be responsible for providing guidance on financial systems implementation, process automation, and financial shared services. In this dynamic work environment, you are expected to be a reliable and contributing member of a team. Your ability to adapt, take ownership, and consistently deliver high-quality work is crucial in driving value for our clients and contributing to the overall success of the team. To excel in this role, you must demonstrate a learning mindset and take ownership of your own development. It is essential to appreciate diverse perspectives, needs, and feelings of others, adopt habits that sustain high performance, and actively listen, ask questions, and clearly express ideas. Seeking, reflecting, acting on, and giving feedback are integral parts of your role. You should be adept at gathering information from various sources to analyze facts and discern patterns, commit to understanding how the business works, and build commercial awareness. Upholding professional and technical standards, referring to specific PwC tax and audit guidance, and adhering to the Firm's code of conduct and independence requirements are key aspects of your responsibilities. As a member of the managed services team at PwC, you will focus on providing outsourced solutions and supporting clients across various functions. Your expertise in project management, technology, and process optimization will enable you to help organizations streamline their operations, reduce costs, and enhance efficiency by managing key processes and functions on their behalf. In this role, you are expected to understand the SAP systems landscape, architecture, master data, data flows, and processes. Key responsibilities include conducting regular system audits and updates to ensure data integrity and system performance, as well as assisting in the design and implementation of system enhancements and process improvements. Basic qualifications for this position include a Bachelor's degree and a minimum of 5-8 years of relevant experience.,

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0.0 years

0 Lacs

Mumbai, Maharashtra, India

Remote

Company Description We suggest you enter details here Role Description This is a full-time hybrid role for a Fintech Expert located in Mumbai with the flexibility for some remote work. The Fintech Expert will be responsible for analyzing financial technologies, developing financial solutions, ensuring compliance with regulations, implementing financial systems, and optimizing processes. Day-to-day tasks include conducting market research, developing and testing fintech applications, collaborating with cross-functional teams, and providing support for fintech innovations. Qualifications Strong analytical and problem-solving skills Expertise in financial technologies, financial systems, and financial solutions Knowledge of regulatory compliance and financial regulations Experience in implementing and optimizing financial systems Excellent written and verbal communication skills Ability to work both independently and collaboratively in a hybrid work environment Bachelor&aposs degree in Finance, Economics, Computer Science, or related field Experience in the fintech industry is a plus Show more Show less

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3.0 - 7.0 years

0 Lacs

vadodara, gujarat

On-site

Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India's debt market to marching towards global corporate markets from one product to one holistic product suite with seven products, Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. YuCollect, a part of the Yubi group, is India's first Unified Collections Infrastructure designed to transform the debt collections ecosystem at scale. It provides the foundational infrastructure that enables lenders, collection agencies, and regulators to operate on a single, transparent, and technology-driven network. YuCollect empowers all stakeholders to build modern, efficient, and trustworthy collection processes by enabling data-aligned collaboration, scalable integrations, and compliance-by-design. YuCollect is seeking a knowledgeable and proactive Subject Matter Expert (SME) with over 3 years of experience in the collections industry to drive the adoption and usage of their solutions within the collections industry. The role involves troubleshooting client issues, enhancing client satisfaction, fostering strong relationships, and identifying opportunities for cross-selling and up-selling. Key Responsibilities: Adoption: - Facilitate the adoption of YuCollect's solutions within client organizations, tailoring strategies to maximize their effectiveness. - Engage with clients to understand their needs and challenges and ensure our solutions are meeting their expectations. Usage: - Monitor client usage patterns and provide guidance to optimize solution effectiveness. - Conduct regular check-ins and training sessions to ensure clients are leveraging the solutions to their fullest potential. Troubleshoot: - Quickly identify and resolve client issues to maintain high levels of client satisfaction. - Collaborate with internal teams to address any system or process-related challenges. Travel: - Extensive travel to engage with clients. Requirements: Experience: - Over 3 years of experience in the collections industry, with a focus on client adoption of technology or financial solutions. - Proven track record in developing strategies for increasing product usage and client satisfaction. Skills: - Strong domain expertise in collections or analyst to serve as a trusted advisor to clients. - Exceptional relationship management skills for building and nurturing long-term client partnerships. - Effective objection handling to address client concerns confidently. - Ability to identify and execute cross-sell and up-sell opportunities. - Proficient problem-solving abilities. - In-depth industry knowledge and fluency in the local language for effective client communication.,

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7.0 - 11.0 years

0 Lacs

hyderabad, telangana

On-site

You will be part of GA Wealth Management Private Limited, a company with global ambitions in the financial services industry. Our aim is to be a leading aggregator providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses. Our advanced tech platform allows clients to access a variety of wealth products aligned with their preferences and financial goals. You will empower clients to take control of their wealth creation journey and achieve lasting financial success. With our extensive experience as Corporate and Management Consultants, we have supported businesses in various areas such as fund raising, capital restructuring, private equity, investment banking, and IPO listings. Building on this expertise, GA Wealth Management Private Limited was established to offer comprehensive wealth management solutions to a broader client base. We are looking for an award-winning, dynamic Wealth Manager with an entrepreneurial mindset and a passion for sales and business development to join our esteemed Wealth team. In this role, you will guide clients in achieving their financial aspirations by developing personalized financial strategies, managing investment portfolios, and utilizing financial instruments for growth and risk management. To be eligible for this role, you should have a Masters degree in marketing & finance, business administration, or a related field, along with 7+ years of experience as a wealth manager in banks or reputed financial services. Preferably, you should be a Certified Financial Planner or hold relevant certifications in investment & wealth management. A proven track record of achieving sales targets, building a successful client portfolio, and strong knowledge of financial markets, investment products, and wealth management principles are required. Additionally, excellent communication, interpersonal skills, analytical abilities, and a results-oriented mindset are essential. At GA Wealth Management, we offer a competitive compensation package, an attractive variable structure, comprehensive health benefits, and a collaborative environment that supports growth and success.,

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3.0 - 7.0 years

0 Lacs

jaipur, rajasthan

On-site

As a knowledgeable and proactive Subject Matter Expert (SME) at YuCollect, you will play a crucial role in driving the adoption and usage of our solutions within the collections industry. Your responsibilities will involve troubleshooting client issues, enhancing client satisfaction, fostering strong relationships, and identifying opportunities for cross-selling and up-selling. Your role will focus on facilitating the adoption of YuCollect's solutions within client organizations by tailoring strategies to maximize their effectiveness. You will engage with clients to understand their needs and challenges, ensuring that our solutions meet their expectations. Additionally, you will monitor client usage patterns, provide guidance to optimize solution effectiveness, and conduct regular check-ins and training sessions to ensure clients are leveraging the solutions to their fullest potential. In the event of client issues, your expertise will be crucial in quickly identifying and resolving them to maintain high levels of client satisfaction. You will collaborate with internal teams to address any system or process-related challenges that may arise. Given the nature of the role, extensive travel will be required to engage with clients effectively and ensure the successful implementation and utilization of our solutions. To excel in this role, you should have over 3 years of experience in the collections industry, with a focus on client adoption of technology or financial solutions. A proven track record in developing strategies for increasing product usage and client satisfaction is essential. Strong domain expertise in collections or analysis, exceptional relationship management skills, effective objection handling, and proficient problem-solving abilities are key requirements. Fluency in the local language is also necessary to effectively communicate with clients and build long-term partnerships. Join us at YuCollect, where you can leverage your expertise to shape the future of collections and empower stakeholders in the financial ecosystem.,

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2.0 - 6.0 years

0 Lacs

patiala, punjab

On-site

You will be joining IndoStar Capital Finance Limited as an Account Executive based in Patiala. In this full-time role, your primary responsibility will be to manage client relationships, offer financial solutions, and ensure customer satisfaction. You will play a crucial role in conducting market research, generating financial reports, maintaining compliance with regulatory standards, and contributing to the company's growth strategy. Your daily tasks will involve interacting with customers, evaluating their financial requirements, processing loan applications, and collaborating with internal teams to enhance operational efficiency. To excel in this role, you should possess a strong grasp of financial solutions and client relationship management. Previous experience in market research, financial reporting, regulatory compliance, and loan processing is essential. Effective communication and interpersonal skills are vital for this position. The ability to work efficiently on-site in Patiala is required, and experience within the finance industry would be advantageous. A Bachelor's degree in Finance, Business Administration, or a related field is preferred. Join IndoStar Capital Finance Limited in Patiala and contribute to the company's success by leveraging your financial expertise and client management skills.,

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3.0 - 7.0 years

0 Lacs

coimbatore, tamil nadu

On-site

You will be working at YuCollect, which is part of the Yubi Group, an organization dedicated to transforming the debt collections ecosystem. YuCollect is India's first Unified Collections Infrastructure, designed to provide a transparent and technology-driven network for lenders, collection agencies, and regulators. In this role, you will be a Subject Matter Expert (SME) responsible for driving the adoption and usage of YuCollect's solutions within the collections industry. Your key responsibilities will include facilitating the adoption of YuCollect's solutions within client organizations, engaging with clients to understand their needs, monitoring client usage patterns, troubleshooting client issues, and collaborating with internal teams to address challenges. You will also be required to travel extensively to engage with clients. To be successful in this role, you should have over 3 years of experience in the collections industry, with a focus on client adoption of technology or financial solutions. You should possess strong domain expertise in collections or analyst, exceptional relationship management skills, effective objection handling abilities, proficiency in problem-solving, and in-depth industry knowledge. Fluency in the local language will also be beneficial for effective communication with clients. Join YuCollect to be a part of an organization that empowers stakeholders in the financial ecosystem to operate with confidence and efficiency.,

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5.0 - 9.0 years

0 Lacs

hyderabad, telangana

On-site

Job Description: At PwC, our people in finance consulting specialize in providing consulting services related to financial management and strategy. You will analyze client needs, develop financial solutions, and offer guidance and support to help clients optimize their financial performance, improve decision-making, and achieve their financial goals. In financial operations at PwC, you will specialize in improving the efficiency and effectiveness of financial operations within organizations. Your work will involve assessing financial processes, identifying areas for improvement, and designing and implementing solutions to streamline financial operations, enhance controls, and reduce costs. You will be responsible for providing guidance on financial systems implementation, process automation, and financial shared services. You are a reliable, contributing member of a team. In our fast-paced environment, you are expected to adapt, take ownership, and consistently deliver quality work that drives value for our clients and success as a team. Examples Of The Skills, Knowledge, And Experiences You Need To Lead And Deliver Value At This Level Include But Are Not Limited To: - Apply a learning mindset and take ownership of your own development. - Appreciate diverse perspectives, needs, and feelings of others. - Adopt habits to sustain high performance and develop your potential. - Actively listen, ask questions to check understanding, and clearly express ideas. - Seek, reflect, act on, and give feedback. - Gather information from a range of sources to analyze facts and discern patterns. - Commit to understanding how the business works and building commercial awareness. - Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements. Job Summary: At PwC, our people in managed services focus on a variety of outsourced solutions and support clients across numerous functions. These individuals help organizations streamline their operations, reduce costs, and improve efficiency by managing key processes and functions on their behalf. They are skilled in project management, technology, and process optimization to deliver high-quality services to clients. Examples Of The Skills, Knowledge, And Experiences You Need To Lead And Deliver Value At This Level Include But Are Not Limited To: - Understand SAP systems landscape, architecture, master data, data flows, processes, etc. Key Responsibilities: - Conduct regular system audits and updates to ensure data integrity and system performance. - Assist in the design and implementation of system enhancements and process improvements. Basic Qualifications: Job Requirements and Preferences: - Minimum Degree Required (BQ): Bachelor Degree - Minimum Year(s) of Experience: 5-8 years,

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5.0 - 9.0 years

0 Lacs

haryana

On-site

The Subject Matter Expert for Accounts Receivable will provide technical expertise in cash application processes, complex tenant account reconciliations, and serve as a knowledge resource to ensure optimal financial operations within the organization. In this role, you will be responsible for conducting a comprehensive analysis of bank deposits and executing precise application of deposits to designated tenant accounts. You will also perform quality checks to ensure all deposits are correctly applied against each tenant account. Handling queries, participating in special department projects, and maintaining exemplary documentation systems for archiving, records retention, and audit compliance are key aspects of this position. You will be required to identify and escalate unresolved matters through appropriate channels with recommended solutions, provide expert support to cross-functional teams and processes, and maintain comprehensive and current process documentation. Additionally, you will provide technical guidance to team members, support performance improvement initiatives, and attain end-to-end domain knowledge of the business process to mitigate potential risks. In the absence of the Supervisor, you will act as a pseudo supervisor for the process and be a single point of contact for Leadership and stakeholders. To excel in this role, you should have an advanced financial background with a Bachelor's or Post-Graduate degree in Commerce or a related field. A minimum of 5-7 years of specialized experience in Order to Cash processes, particularly in Cash Application, is required. Strong analytical skills, attention to detail, logical thinking, and a positive attitude to develop solutions quickly are essential. Exemplary time management skills, the ability to prioritize competing demands, and proven ability to provide technical coaching and knowledge transfer to team members are also important qualifications. You should be able to work in a fast-paced environment, meet deadlines, communicate effectively with clients, and demonstrate strong interpersonal skills. Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook), flexibility to accommodate occasional extended hours, and refined problem-solving capabilities are desired attributes for this role. In this position, you will work within established procedures with a moderate degree of supervision, identify problems and relevant issues in straightforward situations, assess each using standard procedures, and make sound decisions. If you are looking for a challenging opportunity to leverage your financial expertise and contribute to the success of the organization, apply today.,

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10.0 - 14.0 years

0 Lacs

karnataka

On-site

As an Associate VC, you will have the opportunity to play a crucial role in managing relationships with various entities in the venture capital ecosystem, including venture capital firms, family offices, micro VCs, and venture debt firms. Your main focus will be on gaining in-depth domain expertise within the startup investment landscape. You will be responsible for onboarding investors to the bank, providing them with banking solutions, and collaborating with the Knowledge Banker - Growth Startups to establish relationships with portfolio startups. Your goal is to solidify the bank's presence in the VC and investor ecosystem, positioning it as the preferred banking partner for startups and their investors. Your key responsibilities will include building and maintaining relationships with different types of investors, offering customized banking solutions and advisory services. You will also be tasked with acquiring and managing relationships with portfolio startups of VCs and other investors, ensuring that the bank's solutions align with their growth requirements. Additionally, you will provide strategic advisory services and market insights to investors, collaborate with internal teams to develop customized banking products, and drive business growth by securing VC-backed startups as clients. To excel in this role, you will need to have an in-depth understanding of the startup investment landscape, strong relationship management skills, the ability to develop tailored financial solutions for investors and their portfolio companies, and excellent networking and negotiation abilities. You should also be a strategic thinker who can provide valuable market insights and stay updated on industry trends. Furthermore, you will be expected to collaborate closely with internal teams, mentor junior team members, and promote a culture of innovation and customer-centric service. If you are looking for a dynamic role that allows you to engage with key players in the venture capital and startup ecosystem, this position as an Associate VC offers a unique opportunity to make a significant impact and drive growth for the bank.,

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8.0 - 12.0 years

0 Lacs

chennai, tamil nadu

On-site

You will be responsible for leading efforts to identify and build relationships with new capital market partners in the Investment Banking Deal Origination department. Your role will involve analyzing different sectors, creating pitch presentations, negotiating deals, and sourcing mandates. You will play a crucial role in managing all aspects of deal origination, including documentation, due diligence, legal liaison, and ensuring high standards of transaction management. Additionally, you will be tasked with sourcing corporate clients and analyzing their funding requirements related to Project Loans, Term Loans, Working Capital, and Structured Financing needs. Building relationships with debt issuers and establishing executive sponsorship with partners such as rating agencies and lawyers will be essential. You will also need to develop strategies to deepen relationships, enhance revenue opportunities, and introduce new products. Your responsibilities will include overseeing all deal flow, maintaining the pipeline for syndications, and representing the company in various in-house and external forums. It will be crucial to maintain strong relationships with promoters and CFOs of Mid-Corporate and Large Corporate clients. To excel in this role, you must possess excellent communication skills and negotiation abilities. A minimum of 8-10 years of experience in dealing with Financial Institutions and Corporate Treasuries is required. A good understanding of Fixed Income products and the ability to provide optimal financial solutions are essential. Strong proficiency in number crunching, data analysis, and interpretation using MS-Office tools (Word, Excel, and PowerPoint) is necessary. Attention to detail, precision, organizational skills, the ability to work independently, and effectively manage multiple tasks simultaneously are key competencies for this position. Candidates with post-graduate qualifications are preferred for this role. For more information, please visit our company website at www.akgroup.co.in.,

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3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a Relationship Manager - Wealth with a minimum of 3 years of experience, you will be responsible for acquiring and managing clients for various investment products such as Mutual Funds, Stock Markets, Insurance, and other financial instruments. Your role will require you to possess a strong understanding of investment strategies and be able to confidently address queries related to Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. To be considered for this role, you should hold a Bachelor's degree in Commerce (B.Com) or an MBA in Finance with a good knowledge of Mutual Funds. Additionally, possessing certifications such as Chartered Wealth Manager (CWM), Certified Financial Planner (CFP), AMFI Mutual Funds certification, or NISM Dealer Module would be advantageous. Your primary responsibilities will include managing and growing a portfolio of High Net Worth Individual (HNI) clients by offering expert investment advice, wealth planning, and personalized financial solutions. You will be required to build and maintain strong relationships with clients, provide advice on various investment products, conduct regular portfolio reviews and risk assessments, onboard new clients, offer customized investment solutions, and stay updated on market trends and regulatory changes. In summary, as a Relationship Manager - Wealth, you will play a crucial role in client acquisition and retention through the delivery of tailored financial solutions and investment advice to HNI clients.,

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2.0 - 6.0 years

0 Lacs

jaipur, rajasthan

On-site

As a Partnerships Associate at Tide, you will play a crucial role in driving the adoption of Tide Cards among potential partners in sectors such as restaurants, hotels, salons, and retail outlets in Delhi NCR. Your responsibilities will include identifying and prospecting new partners, managing the acquisition pipeline, actively engaging with prospects in the field, and ensuring successful partnerships through consistent follow-ups and closing deals. You will collaborate with internal teams to activate monthly marketing strategies and assist new partners with the onboarding process to maximize their success with Tides offerings. Your role will involve developing long-term relationships with partners, addressing any concerns they may have, and identifying growth opportunities to drive further engagement and success. To excel in this role, you should possess excellent interpersonal and communication skills, be proactive and self-driven, and have a strong focus on achieving sales targets. Your ability to think creatively, work independently in a field sales environment, and develop innovative solutions will be key to driving new partnerships and maximizing existing relationships. You should also be comfortable with hands-on, field-based work and closely collaborating with internal teams to contribute to the overall success of Tides objectives. In return for your contributions, Tide offers a range of benefits including 25 days holiday, additional health and dental insurance, food vouchers, and investment in your professional development with a generous L&D budget per year. Tide values inclusivity and transparency, fostering an environment where every voice is heard, and is committed to processing your personal data in accordance with Tide's Recruitment Privacy Notice. If you are passionate about empowering small businesses, driving business growth, and creating impactful partnerships, join us at Tide and be a part of our mission to help small businesses save time and money.,

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5.0 - 9.0 years

0 Lacs

chandigarh

On-site

Oceaneering India Center has been an integral part of operations for Oceaneering's robust product and service offerings since 2003. The center caters to diverse business needs, ranging from oil and gas field infrastructure, subsea robotics to automated material handling & logistics. Our multidisciplinary team offers a wide spectrum of solutions encompassing Subsea Engineering, Robotics, Automation, Control Systems, Software Development, Asset Integrity Management, Inspection, ROV operations, Field Network Management, Graphics Design & Animation, and more. Additionally, Oceaneering India Center plays host to crucial business functions such as Finance, Supply Chain Management (SCM), Information Technology (IT), Human Resources (HR), and Health, Safety, Security & Environment (HSSE). Oceaneering India Center boasts world-class infrastructure in India, including modern offices, industry-leading tools and software, equipped labs, and beautiful campuses aligned with the future way of work. The work culture at Oceaneering is known to be flexible, transparent, and collaborative with great team synergy. At Oceaneering India Center, we take pride in Solving the Unsolvable by leveraging the diverse expertise within our team and shaping the future of technology and engineering solutions on a global scale. Position Summary The position of Senior IT Solution Analyst is based in Chandigarh, India, and offers a flexible hybrid work environment. The Senior IT Solution Analyst plays a fundamental role in engaging all efforts to successfully deploy, maintain, and integrate all financial solutions across Oceaneering. Key duties and responsibilities for this role include leading the configuration, maintenance, extension, implementation, and optimization of Oracle Cloud ERP focusing on the Financial modules. Additionally, the role involves providing expert guidance and support during design, development, and deployment phases of Oracle Cloud ERP solutions, collaborating with cross-functional teams, analyzing business requirements, developing and maintaining documentation, identifying issues, ensuring effective organizational change management, staying updated on industry trends, and mentoring team members. Qualifications Required qualifications for this role include a Bachelor's degree in Information Technology, Computer Science, Business Administration, or a related field, with 5+ years of ERP experience with a large and global organization. Candidates should also have 2+ years of experience in Oracle Cloud ERP implementation, a strong understanding of financial processes, exceptional problem-solving skills, excellent communication and interpersonal skills, and the ability to think strategically and analytically. Desired qualifications include relevant Oracle Cloud ERP certifications, Oracle PeopleSoft, and Oracle EPM knowledge. Supervisory Responsibilities This position does not have direct supervisory responsibilities and will report directly to the Manager for Financial Solutions. Additional Information The position is part of an ERP transformation journey from Oracle PeopleSoft to Cloud ERP and is Hybrid-Remote, requiring commuting to a designated office. Hybrid work schedules are determined based on business need, with possible travel domestically and internationally. Working at Oceaneering offers equal employment opportunities and prioritizes providing learning and development opportunities for employees to achieve their potential. The company is committed to lifelong learning, ongoing education, and internal promotion, offering long-term employment and career advancement opportunities globally.,

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5.0 - 9.0 years

0 Lacs

bihar

On-site

As a Senior Relationship Manager in Branch Banking at East 3309-Kasba, Kolkata, West Bengal, India within the East Business department, your role is crucial in being the primary point of contact for high-net-worth customers in the Priority Banking Segment of the Bank. Your main objective is to provide financial solutions to Emerging HNI & HNI customers, focusing on increasing the liabilities size of relationships through balance growth and enhancing customer profitability. Additionally, you will be responsible for cross-selling Bank's products, third-party investment products, and ensuring customer engagement through various financial solutions such as Mutual Funds SIPs, Insurance, Forex, Remittances, and Loans. Your responsibilities also include deepening existing relationships by cross-selling, acquiring new customers, and expanding your portfolio through references from current customers. Regularly reviewing customer relationships from a liability and cross-holding perspective, ensuring customers are well-informed about financial solutions, and updating internal systems for accurate reporting are integral parts of your role. In terms of the size of the role, the Financial Size includes TRV Size Ranging from 25 Cr to 100 Cr, 2 to 4 selective branches within City/Cluster/Region, and catering to all banking products & services. The Key Duties & Responsibilities encompass achieving Cumulative Daily Balance, New to Bank targets, Mutual Funds, Life Insurance, General Insurance, and other cross-sell points. Improving Customer Activation, resolving queries, providing alternate channel experiences, and implementing necessary training for staff are also part of your responsibilities. Internally, you will focus on streamlining customer onboarding processes, maintaining Managed Customer upsell related MIS, and ensuring adherence to training programs for self-improvement. Performance appraisals and goal setting processes should be completed within specified timelines to ensure continuous learning and development in your role.,

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1.0 - 5.0 years

0 Lacs

noida, uttar pradesh

On-site

As a Relationship Executive/Sr. Relationship Executive at Aditya Birla SunLife Insurance, you will be responsible for converting leads by collaborating with the customer service/operations and sales backend teams. Your primary goal will be to achieve the monthly sales targets set by the company. You will also be associated with the Aditya Birla Sunlife Insurance Branch and tasked with selling insurance products to existing or previous customers. To excel in this role, you must stay updated on knowledge about the latest investment products available in the market. This will enable you to provide suitable financial solutions to clients. Generating daily appointments with prospects and scheduling meetings at convenient locations for customers will be a key part of your responsibilities. Additionally, effective relationship management with stakeholders is essential for success in this position. The role offers an opportunity to earn performance incentives ranging from 2% to 10% based on your achievements. With a minimum of 1 year of experience in any domain sales within your current company, as well as being a graduate, you are well-suited for this challenging yet rewarding position.,

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10.0 - 15.0 years

0 Lacs

maharashtra

On-site

As a key player in DBS Bank's commitment to supporting the growth of Small and Medium-sized Enterprises (SMEs) across Asia, your role as the Vice President of Credit Operations within the Institutional Banking Group is vital. You will be responsible for providing strategic leadership and oversight for all aspects of the credit operations function in Corporate and Investment Banking. This role is crucial to ensuring the efficiency, accuracy, and compliance of all credit-related processes, directly impacting the bank's profitability and risk management. Your main responsibilities will include ensuring the efficient and compliant execution of all stages of the credit lifecycle, from origination to post-disbursement. This encompasses activities such as offer letter preparation, facility documentation, and security documentation. You will be setting standards and ensuring adherence to internal policies, regulatory requirements, and best practices. Additionally, you will provide strategic direction, mentorship, and performance management for the credit operations team, driving continuous improvement initiatives and fostering a culture of excellence and operational efficiency. In this role, you will also be required to identify and implement process improvements, automation opportunities, and technological solutions to optimize workflows, reduce operational costs, and mitigate risk throughout the credit lifecycle. This includes overseeing the performance of external vendors involved in credit operations support services, negotiating contracts, and managing vendor relationships to ensure cost-effectiveness and service quality. Moreover, you will track and analyze key metrics related to credit operations efficiency, risk, and compliance, preparing regular reports and presentations to senior management. To excel in this position, you should have a minimum of 10-15 years of progressive experience in credit operations within a financial institution, with at least 5 years in a senior management role. Extensive knowledge of credit processes, regulatory requirements, and risk management practices is essential, along with proven leadership skills, analytical abilities, and excellent communication skills.,

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3.0 - 7.0 years

0 Lacs

karnataka

On-site

At PwC, as a member of the finance consulting team, you will specialize in providing consulting services related to financial management and strategy. Your role will involve analyzing client needs, developing financial solutions, and offering guidance and support to help clients optimize their financial performance, improve decision-making, and achieve their financial goals. In financial operations at PwC, you will focus on improving the efficiency and effectiveness of financial operations within organizations. Your responsibilities will include assessing financial processes, identifying areas for improvement, and designing and implementing solutions to streamline financial operations, enhance controls, and reduce costs. You will also be responsible for providing guidance on financial systems implementation, process automation, and financial shared services. Your approach will be relationship-focused, as you build meaningful client connections and learn how to manage and inspire others. You will navigate complex situations, grow your personal brand, deepen technical expertise, and increase awareness of your strengths. Anticipating the needs of your teams and clients, you will deliver quality results. Embracing ambiguity, you will be comfortable when the path forward is unclear, asking questions and using these moments as opportunities for growth. To excel in this role, you will need to respond effectively to diverse perspectives, needs, and feelings of others. You will use a broad range of tools, methodologies, and techniques to generate new ideas and solve problems. Critical thinking will be essential for breaking down complex concepts, and understanding the broader objectives of your projects or role will help you align your work with the overall strategy. Developing a deeper understanding of the business context and how it is evolving will be crucial. Reflection will aid in self-awareness, enhancing strengths, and addressing development areas. Interpreting data to inform insights and recommendations will be a key part of your role, as well as upholding professional and technical standards, the Firm's code of conduct, and independence requirements. In managed services at PwC, you will focus on providing outsourced solutions and supporting clients across various functions. Your expertise in project management, technology, and process optimization will help organizations streamline operations, reduce costs, and improve efficiency. To succeed in this role, you will need to act as the primary escalation contact for Business Process Outsourcing cycle management for assigned countries. Compliance with client and regulatory requirements for data protection will be essential. Identifying and reporting any required playbook updates or corrections, ensuring training materials are up-to-date, and leading continuous improvement activities will be part of your responsibilities. Adopting a learning mindset, appreciating diverse perspectives, needs, and feelings of others, and maintaining habits for high performance will be important. Active listening, asking questions for clarification, and clear communication of ideas will play a crucial role. Seeking, reflecting, acting on, and giving feedback will be essential for personal and professional growth. Gathering information from various sources to analyze facts and discern patterns, understanding how the business operates, and building commercial awareness will be key aspects of your role. Upholding professional and technical standards, as well as the Firm's code of conduct and independence requirements, will be imperative. Basic Qualifications: - Bachelor's Degree - 3-5 years of experience Preferred Qualifications: - Experience using Microsoft Office applications - Fluency in one or more EMEA region languages,

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4.0 - 8.0 years

0 Lacs

madhya pradesh

On-site

The role of Relationship Manager-Kisan Credit Card in the Rural Banking department involves providing financial solutions to meet the needs of KCC customers and ensuring top-notch customer service. You will collaborate closely with product and operations teams to drive customer acquisition, servicing, and deepen relationships. Your focus will be on enhancing customer experience to establish the bank as their preferred banking partner. You will manage the relationships for new-to-bank clients in a designated branch to contribute to the overall branch banking channel objectives. Your responsibilities will include increasing the size of liabilities by capturing larger wallet share of existing KCC customers, identifying business opportunities, establishing connections with customers, generating sales leads, acquiring new customers, and managing the portfolio effectively. You will leverage your knowledge in various areas such as Liability, Fx, Trade, Client Relationship, Delinquency Management, and Relationship Management to drive business growth. Additionally, you will work on cross-leveraging and synergy optimization with Branch Banking, evaluate growth strategies, recommend process changes for service efficiency, plan sales initiatives, and have a solid understanding of financial statements and credit assessment. In terms of managerial and leadership responsibilities, you will be expected to attract and retain talented individuals, monitor productivity, hiring quality, and attrition rates, and provide necessary support to help teams achieve growth targets. To qualify for this role, you should have a Bachelor's degree in Engineering, Technology, Maths, Commerce, Arts, Science, Biology, Business, Computers, or Management, along with at least 4 years of relevant experience.,

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1.0 - 5.0 years

0 Lacs

kerala

On-site

At EY, you will be part of a globally connected powerhouse of diverse teams that will shape your future with confidence. Join EY to contribute to building a better working world. As an Advanced Analyst in the Strategy and Transactions (SaT) Valuation, Modelling & Economics (VME) team, your key responsibilities will include: - Supporting business valuation engagements for clients across the MENA region, working closely with the VME team. - Assisting in developing valuation models for various purposes such as financial reporting, feasibility studies, and corporate transactions. - Leading discrete workstreams within valuation projects including model development, data analysis, and documentation. - Collaborating with onshore teams to ensure timely delivery of client deliverables. - Contributing to client presentations and valuation reports under senior team members" guidance. - Conducting research on industry trends, comparable companies, and transaction multiples for valuation analysis. - Demonstrating a solid technical understanding of valuation principles and a willingness to learn and apply new concepts. - Utilizing tools and technologies to enhance work efficiency and deliver high-quality results. - Working in a team-oriented environment that values knowledge sharing, respect, and continuous development. - Supporting other sub-service lines on multidisciplinary engagements when necessary. - Participating in internal initiatives, training sessions, and team-building activities to foster professional growth. We are looking for individuals who possess the following qualities: - An agile, growth-oriented mindset with the ability to adapt to a rapidly changing world. - Curiosity and purpose-driven attitude to seek opportunities and build a better working world. - Inclusivity by embracing diverse perspectives and working collaboratively in a team. - High motivation, analytical skills, attention to detail, and a passion for providing financial solutions. To qualify for this role, you must have: - CA / ACCA / CFA or MBA in Finance (from a premier institute) with a strong academic background. - 1 to 3 years of related work experience. - Prior experience at a Big 4 firm, top-tier venture capital, investment bank, or national accounting firm. - Strong quantitative and qualitative analytical skills for handling complex financial data and valuation scenarios. - Professionalism, reliability, adaptability, and commitment to meeting deadlines. - Enthusiasm for continuous learning, self-development, and improving skills. - Proficiency in Microsoft Excel, PowerPoint, and Word. - Willingness to travel outside of the assigned office location, plus commute within the region to other GDS locations as needed. EY is dedicated to building a better working world by creating new value for clients, people, society, and the planet. With the help of data, AI, and advanced technology, EY teams shape the future with confidence and develop solutions for today's most pressing issues. EY teams offer services in assurance, consulting, tax, strategy, and transactions across more than 150 countries and territories.,

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6.0 - 10.0 years

0 Lacs

karnataka

On-site

You will be working as a part of the finance consulting team at PwC where your focus will be on providing consulting services related to financial management and strategy. Your responsibilities will include analyzing client needs, developing financial solutions, and offering guidance and support to help clients optimize their financial performance, improve decision-making, and achieve their financial goals. In the financial operations department at PwC, you will specialize in enhancing the efficiency and effectiveness of financial operations within organizations. This will involve assessing financial processes, identifying areas for improvement, and designing and implementing solutions to streamline financial operations, enhance controls, and reduce costs. Additionally, you will be responsible for providing guidance on financial systems implementation, process automation, and financial shared services. As a valuable member of a team in a dynamic environment, you are expected to adapt quickly, take ownership of your work, and consistently deliver high-quality results that drive value for clients and contribute to team success. To excel in this role, you need to demonstrate the following skills, knowledge, and experiences: - Apply a learning mindset and take ownership of your own development - Appreciate diverse perspectives, needs, and feelings of others - Adopt habits to sustain high performance and develop your potential - Actively listen, ask questions to check understanding, and clearly express ideas - Seek, reflect, act on, and give feedback - Gather information from various sources to analyze facts and discern patterns - Commit to understanding how the business operates and developing commercial awareness - Learn and apply professional and technical standards - Uphold the Firm's code of conduct and independence requirements In managed services at PwC, individuals focus on providing outsourced solutions to clients across various functions. The goal is to help organizations streamline their operations, reduce costs, and enhance efficiency by managing key processes and functions on their behalf. This requires skills in project management, technology, and process optimization to deliver high-quality services to clients. Key responsibilities at this level include: - Monitoring key performance indicators such as reconciliation and statutory activity timeliness and accuracy - Ensuring compliance with client and regulatory requirements for data protection and compliance - Identifying, designing, and executing continuous improvement activities to streamline processes, reduce errors, and enhance service quality Basic qualifications for this role include a Bachelor's degree in accounting, finance, or a related field, along with a minimum of 6 years of experience. Preferred qualifications include experience with SAP, S4Hana, and Blackline, proficiency in using Microsoft Office applications, and fluency in one or more APAC region languages.,

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5.0 - 9.0 years

0 Lacs

chandigarh

On-site

Job Description: As a Partner-First Private at IDFC FIRST Bank, you will play a crucial role in managing and expanding the private banking business in Chandigarh. Your primary responsibility will be to collaborate with the Wealth Management team to deliver tailored financial solutions to high net worth individuals and families. By acquiring new clients and nurturing existing relationships, you will contribute to the growth of the bank's private banking segment while ensuring adherence to regulatory and internal guidelines. Your tasks will include developing and executing a strategic plan to attract new private banking clients, fostering strong connections with current clients to enhance their financial portfolio, conducting regular portfolio reviews, and offering personalized financial strategies to address individual client requirements. Additionally, you will work closely with the Wealth Management team to identify cross-selling opportunities, stay informed about market trends, and provide clients with informed guidance. To excel in this role, you must possess a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 5 years of experience in private banking or wealth management. A successful track record in acquiring and managing high net worth clients, comprehensive knowledge of financial products and services, exceptional communication skills, and adept sales and negotiation capabilities are essential. Proficiency in MS Office and CRM software, as well as relevant certifications like CFP or CFA, will be advantageous. If you are a proactive and goal-oriented individual who thrives on delivering outstanding customer service, we encourage you to apply and become a part of IDFC FIRST Bank's mission to be the preferred financial partner for all our customers.,

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6.0 - 10.0 years

0 Lacs

karnataka

On-site

At PwC, as a member of the finance consulting team, you will specialize in providing consulting services related to financial management and strategy. Your role involves analyzing client needs, developing financial solutions, and offering guidance and support to help clients optimize their financial performance, improve decision-making, and achieve their financial goals. In financial operations at PwC, you will focus on improving the efficiency and effectiveness of financial operations within organizations. Your responsibilities will include assessing financial processes, identifying areas for improvement, and designing and implementing solutions to streamline financial operations, enhance controls, and reduce costs. Additionally, you will provide guidance on financial systems implementation, process automation, and financial shared services. As a reliable and contributing member of a team, you are expected to adapt quickly, take ownership, and consistently deliver quality work that drives value for clients and contributes to the success of the team. Some examples of the skills, knowledge, and experiences required for success in this role include: - Applying a learning mindset and taking ownership for your own development - Appreciating diverse perspectives, needs, and feelings of others - Adopting habits to sustain high performance and develop your potential - Actively listening, asking questions to check understanding, and clearly expressing ideas - Seeking, reflecting on, acting on, and giving feedback - Gathering information from various sources to analyze facts and discern patterns - Committing to understanding how the business works and building commercial awareness - Learning and applying professional and technical standards In managed services at PwC, the focus is on providing outsourced solutions and supporting clients across various functions. Professionals in this role help organizations streamline their operations, reduce costs, and improve efficiency by managing key processes and functions on their behalf. They leverage skills in project management, technology, and process optimization to deliver high-quality services to clients. To excel in this role, you will need to monitor key performance indicators, follow client and regulatory requirements for data protection and compliance, identify and execute continuous improvement activities, and apply a learning mindset for your own development. You should also appreciate diverse perspectives, sustain high performance habits, actively listen, gather information for analysis, and uphold professional and technical standards. Basic Qualifications: - Bachelor's Degree in accounting, finance, or a related field - Minimum of 6 years of experience Preferred Qualifications: - Experience with SAP, S4Hana, and Blackline - Proficiency in using Microsoft Office applications - Fluency in one or more APAC region languages (Note: The above job description is based on the provided information and tailored for clarity and proper formatting.),

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5.0 - 9.0 years

0 Lacs

maharashtra

On-site

About Godrej Industries Limited And Associate Companies (GILAC) Godrej Industries Limited and Associate Companies (GILAC) is a vibrant group of listed Godrej companies with a clear focus on Chemicals, FMCG, Real Estate, Agriculture, and Financial Services. The group encompasses a set of diverse industries, most of which are instrumental in defining the new growth story of India. At GILAC, the primary objective is to achieve growth by fostering an inspiring work environment and promoting shared values through the philosophy of Good & Green. As a pivotal part of GILAC, Godrej Industries Limited (GIL) is engaged in the business of oleo-chemicals, surfactants, finance & investments, and estate management. In recent years, the group has also directed its efforts towards expanding its global presence in emerging economies such as Latin America, Indonesia, and Africa through its FMCG arm - Godrej Consumer Products Limited (GCPL). GCPL stands out as a leading Indian-born FMCG company, offering top-notch Household and Personal Care Products. The real estate division, Godrej Properties Limited (GPL), upholds the group's ethos of innovation and excellence within the real estate sector. It is committed to providing superior value to all stakeholders by creating exceptional and imaginative spaces driven by deep customer focus and insight. The agri-business segment, Godrej Agrovet Ltd (GAVL), under GILAC, is dedicated to enhancing the productivity of Indian farmers by introducing innovative products and services that ensure sustainable increases in crop and livestock yields. The company's operations span across animal feed, oil palm, agri inputs, hybrid seeds, and poultry, where it holds a leading position. Godrej Capital (GC) is the vertical that strives to fulfill your financial aspirations. Understanding the significance of your dreams, and upholding the Group's legacy of trust, we offer financial solutions to safeguard your future and create moments of joy. Designation Location Job Purpose Roles & Responsibilities: Experience Educational Qualification: Skills An inclusive Godrej Before you go, there is something important we want to highlight. There is no place for discrimination at Godrej. Diversity is the philosophy of who we are as a company, a principle that has defined us for over a century. It is not merely a part of our DNA or a nice-to-have; diversity is crucial for us. Having a diverse team, one that mirrors the diversity of our businesses and communities, enables us to innovate better and grow faster. We sincerely hope that this resonates with you. If this opportunity aligns with your career goals and aspirations, we encourage you to apply now! We eagerly anticipate the opportunity to meet you.,

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3.0 - 5.0 years

5 - 7 Lacs

Mumbai

Work from Office

Role Summary: YuCollect is seeking a knowledgeable and proactive Subject Matter Expert (SME) to drive the adoption and usage of our solutions within the collections industry. This role involves troubleshooting client issues and enhancing client satisfaction while leveraging your expertise to foster strong relationships and identify opportunities for cross-selling and up-selling. Key Responsibilities: Adoption: Facilitate the adoption of YuCollect's solutions within client organizations, tailoring strategies to maximize their effectiveness. Engage with clients to understand their needs and challenges and ensure our solutions are meeting their expectations. Usage: Monitor client usage patterns and provide guidance to optimize solution effectiveness. Conduct regular check-ins and training sessions to ensure clients are leveraging the solutions to their fullest potential. Troubleshoot: Quickly identify and resolve client issues to maintain high levels of client satisfaction. Collaborate with internal teams to address any system or process-related challenges. Travel: Extensive travel to engage with clients Qualifications: Experience: Over 3 years of experience in the collections industry, with a focus on client adoption of technology or financial solutions. Proven track record in developing strategies for increasing product usage and client satisfaction. Skills: Strong domain expertise in collections or analyst, enabling you to serve as a trusted advisor to clients. Exceptional relationship management skills to build and nurture long-term client partnerships. Effective objection handling to address client concerns confidently and constructively. Ability to identify and execute cross-sell and up-sell opportunities to enhance client value. Proficient problem-solving abilities to troubleshoot issues and provide timely solutions. In-depth industry knowledge and fluency in the local language to effectively communicate with clients. Industry Knowledge: Deep understanding of the collections landscape and trends, enabling you to provide insights and guidance to clients. Personal Qualifications: Age less than 35 years. A proactive problem solver with a strategic mindset and a client-focused approach. Target Companies for Recruitment: Experience with any major lenders or financial institutions is highly valued.

Posted 1 month ago

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