146 Financial Solutions Jobs - Page 3

Role Overview: EY is a multidisciplinary expertise firm with high-impact missions on society, the economy, and the environment. They are at the forefront of innovation through investments in artificial intelligence and sustainable development, striving for sustainable and inclusive economic growth. As a member of the EY network in Europe, EY Consulting supports clients in achieving their strategic and operational transformations across various domains of expertise. With a focus on Business Consulting, Technology Consulting, Risk Consulting, and People Consulting, EY offers its 1500 employees diverse experiences, sectors to explore, and exceptional encounters in a constantly evolving world. K...

Job Description: You will be responsible for developing and maintaining relationships with customers seeking home loans and loans against property (LAP). Your main tasks will include understanding customer needs and providing appropriate financial solutions, achieving sales targets by sourcing and closing home loan and LAP deals, assessing loan applications, conducting due diligence, and ensuring compliance with company policies and regulatory guidelines. Additionally, you will be expected to provide excellent customer service by addressing customer queries and concerns, and building and maintaining relationships with channel partners and other stakeholders. It will be crucial for you to sta...

Role Overview: As a Relationship Manager at Standard Chartered, your primary responsibility will be to manage and develop relationships with high-profile clients in the Retail Banking sector. Your role will involve driving business growth and aligning with the bank's strategic objectives. Providing exceptional customer service, offering financial solutions, managing operational risks, and ensuring compliance with regulatory requirements are key aspects of this position. Key Responsibilities: - Support clients in meeting their financial needs as they progress through various stages of their career and life - Build long-term relationships and understand clients" financial goals - Provide appro...

As a Salesperson for CORACLE Capital Consulting & Corporate Services Pvt. Ltd., a prominent player in the NBFC sector, your role will be based in Samastipur. You will be responsible for identifying and acquiring new clients, understanding their financial requirements, and providing suitable financial solutions. Your daily tasks will involve contacting potential clients, delivering sales presentations, negotiating contracts, and maintaining relationships with existing clients to ensure their satisfaction and encourage repeat business. Additionally, you will actively contribute to developing and implementing sales strategies to meet targets and drive business growth. To thrive in this position...

Role Overview: As a Relationship Manager, your primary responsibility will be managing clients, acquiring new clients, and offering financial solutions pertaining to investments and broking. A successful candidate for this role should possess strong interpersonal skills, market knowledge, and the ability to analyze and advise on various investment options to assist clients in reaching their financial objectives. You will serve as the main point of contact for client queries and concerns, establishing and maintaining robust and lasting relationships with clients. Additionally, you will keep clients informed about new products, investment opportunities, and market updates. Key Responsibilities...

As a Partner-First Private at IDFC FIRST Bank, your role is vital in managing and expanding the private banking business in Chandigarh. You will collaborate with the Wealth Management team to provide tailored financial solutions to high net worth individuals and families. Your responsibilities include acquiring new clients, nurturing existing relationships, and contributing to the growth of the bank's private banking segment while ensuring compliance with regulatory and internal guidelines. Key Responsibilities: - Develop and execute a strategic plan to attract new private banking clients. - Foster strong connections with current clients to enhance their financial portfolio. - Conduct regula...

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 st...

Office Timings: Monday to Friday: 4:30 AM 1:30 PM (Includes 1-hour break) Saturday: 4:30 AM 10:30 AM About the Role: We are looking for Telecallers to join our team at UVLink Tech Services LLP and support our partner company in Australia (Loans at Life), a finance company specializing in loan services. The role involves engaging with potential and existing customers, explaining financial products, and assisting with loan processing. Key Responsibilities: Make outbound calls to potential customers and understand their loan requirements. Explain loan products, eligibility criteria, and documentation process. Communicate fluently in English to engage customers effectively. Follow up with leads ...

Office Timings: Monday to Friday: 4:30 AM 1:30 PM (Includes 1-hour break) Saturday: 4:30 AM 10:30 AM About the Role: We are looking for Telecallers to join our team at UVLink Tech Services LLP and support our partner company in Australia (Loans at Life), a finance company specializing in loan services. The role involves engaging with potential and existing customers, explaining financial products, and assisting with loan processing. Key Responsibilities: Make outbound calls to potential customers and understand their loan requirements. Explain loan products, eligibility criteria, and documentation process. Communicate fluently in English to engage customers effectively. Follow up with leads ...

As a Relationship Executive/Sr. Relationship Executive at Aditya Birla SunLife Insurance, your role involves collaborating with the customer service/operations and sales backend teams to convert leads and achieve monthly sales targets. You will be associated with the Aditya Birla Sunlife Insurance Branch, selling insurance products to existing or previous customers. Key Responsibilities: - Stay updated on knowledge about the latest investment products in the market - Provide suitable financial solutions to clients - Generate daily appointments with prospects - Schedule meetings at convenient locations for customers - Maintain effective relationship management with stakeholders Qualifications...

As a Partner-First Private at IDFC FIRST Bank, you will be responsible for managing and expanding the private banking business in Chandigarh. Your primary role will involve collaborating with the Wealth Management team to provide tailored financial solutions to high net worth individuals and families. By acquiring new clients and nurturing existing relationships, you will play a key part in growing the bank's private banking segment while ensuring compliance with regulatory and internal guidelines. Your responsibilities will include: - Developing and implementing a strategic plan to attract new private banking clients - Building strong relationships with current clients to enhance their fina...

Job Description: You will be a seasoned Private Banker with 5-10 years of relevant experience. In this role, you will be responsible for cross-selling wealth products within the same geography and market. Your expertise in the banking industry will be leveraged to provide tailored financial solutions to high net-worth clients. Your primary focus will be on building and maintaining strong client relationships, understanding their unique financial goals, and offering them personalized wealth management services. You will also need to stay updated on market trends and investment opportunities to ensure the best possible outcomes for your clients. This role will require a deep understanding of w...

Role Overview: 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, 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 operation...

As an Advanced Analyst in the Strategy and Transactions (SaT) Valuation, Modelling & Economics (VME) team at EY, you will support business valuation engagements for clients across the MENA region, working closely with the 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...

You will be responsible for building and maintaining strong relationships with key clients and stakeholders. You will also need to identify and pursue new business opportunities within the assigned portfolio. Understanding client needs and providing tailored financial solutions will be a key part of your role. Achieving sales targets and contributing to overall business growth are important aspects of this position. Additionally, you will be expected to manage and mitigate risks associated with client relationships, stay updated on market trends and competitor activities, collaborate with internal teams to ensure client satisfaction, and prepare and present financial reports and proposals. -...

As a Regional Head in the Retail Banking business unit at IDFC First, your role is crucial in scaling up the business for the Branch banking in the designated region. You will be responsible for developing strategies to expand existing products, channels, segments, and customer base in a cost-efficient and technology-effective manner. Your role includes building teams, systems, processes, and a culture conducive to scale and consistent delivery. Collaboration with various teams such as Retail team - Product Head, Operations, Sales, IT, Credit, BIU is essential for achieving these goals. Your ultimate responsibility is to ensure a seamless and fulfilling customer experience, establishing IDFC...

Job Description As a Relationship Manager for New Car & Used Car customers in the Rural Banking department of the Retail Banking business, your role is to provide financial solutions that meet the needs of automobile customers and ensure exceptional customer service. You will collaborate closely with the product, operations, and underwriting teams to acquire and service customers effectively, aiming to deepen relationships with them. Your responsibility includes acquiring new Dealership business clients, managing relationships, and contributing to the overall branch banking channel objectives. Key Responsibilities - Acquire new customers for Dealership business by conducting detailed credit ...

Role Overview: As a Relationship Manager-Kisan Credit Card, your main responsibility will be to provide financial solutions to KCC customers, ensuring value-added customer service. You will collaborate closely with product and operations teams to drive customer acquisition, servicing, and deepening. Your goal will be to offer customers the best banking experience and become their preferred banking partner. You will focus on new-to-bank (NTB) clients and manage relationships for a designated branch, contributing to branch banking channel objectives. Key Responsibilities: - Increase the liabilities size of relationships by growing balances in accounts of existing KCC customers and enhancing cu...

Role Overview: You will be joining YuCollect, a part of the Yubi Group, which is Indias first Unified Collections Infrastructure designed to transform the debt collections ecosystem at scale. Your role as a Subject Matter Expert (SME) will involve driving the adoption and usage of YuCollect's solutions within the collections industry. You will be responsible for 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 by tailoring strategies to maximize their effectiveness. - Engag...

As a Wealth Relationship Manager at a reputed company in India, your role will involve: - Building and maintaining strong, long-term relationships with a portfolio of high-net-worth clients. - Understanding clients" financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. - Conducting regular portfolio reviews and recommending adjustments based on market conditions and client needs. - Working closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions. - Proactively identifying new business opportunities through referrals, networking, and cross-selling. - Staying up...

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, your specialization will be 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 b...

As a finance consultant at PwC, 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. Within the financial operations department, you will focus on enhancing the efficiency and effectiveness of financial operations within organizations. This includes assessing financial processes, identifying areas for improvement, and designing and implementing solutions to streamline financial operations, enhance controls, and reduce costs. Yo...

As a member of the Investment Banking Deal Origination team at A. K Group, you will play a crucial role in identifying and building relationships with new capital market partners. Your responsibilities will include analyzing different sectors, preparing pitch presentations, negotiating deals, and sourcing mandates. You will be tasked with managing all aspects of deal origination, including documentation, due diligence, legal liaison, and maintaining high standards of transaction management. One of your key objectives will be to source corporate clients and analyze their funding requirements related to Project Loans, Term Loans, Working Capital, and Structured Financing needs. Building strong...

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you. DBS India Consumer Banking Group, which includes digibank (Retail Banking) and Treasures (Wealth Segment), serves over 2.6 million customers worldwide with a complete range of banking and weal...

Shape the future of Siemens Digital Industries India as the Head of Financial Planning & Analysis. In this pivotal leadership role, you will be at the helm of financial excellence and digital transformation, driving strategic growth through data-driven insights and innovative financial solutions. You will be the architect behind our growth story, responsible for financially steering and developing strategies to accelerate business success, closely collaborating with the DI India Sales FIN Head. Job Location: Mumbai OR Gurgaon. Your Key Responsibilities: Financial Strategy & Business Excellence: Spearhead DI Indias financial performance through data-driven insights and strategic opportunity i...