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2.0 - 5.0 years
4 - 7 Lacs
bengaluru
Work from Office
We are seeking Virtual KYC Agent to join our team at Niyo. The role involves conducting Know Your Customer (KYC) process for customers seeking forex services. The ideal candidate will have excellent communication skills, a professional, and a proactive approach to upholding Niyo s brand identity with experience in V-KYC on financial products onboarding. Key Responsibilities: Engage with customers to verify their identity, eligibility, and documentation for forex services, ensuring compliance with KYC regulations. Clearly explain the KYC process, required documents, and benefits of process to customers. Participate actively in training sessions to stay updated on KYC compliance, product knowledge, and processes for issue escalation and resolution. Must Have: 1. Minimum of bachelor s degree in any stream. 2. Excellent communication in English. 3. Experience of customer onboarding in banking or financial services role. 4. On-site travel feasibility for branch office. Benefits: Competitive salary. Full time position on company s payroll. In-City Office Joining. Company paid Group Medical Insurance, Personal Accident and Term Life Insurance. Comprehensive training programs to enhance sales skills and product knowledge.
Posted 1 day ago
1.0 - 6.0 years
0 Lacs
bhiwadi, rajasthan
On-site
You will be responsible for managing branch operations effectively to achieve revenue targets and ensure client satisfaction. Your key duties will include leading sales teams, devising marketing strategies, and nurturing client relationships. Strong leadership skills are essential to motivate teams and ensure compliance with company policies and industry regulations. Your success will be measured by your ability to drive sales growth, execute impactful marketing campaigns, and enhance operational efficiency. Effective communication and interpersonal skills are crucial for effective interaction with clients, staff, and senior management. A sound understanding of financial products and market trends is necessary to drive business performance. You should have 1 to 6 years of relevant experience in financial product marketing and sales. The salary offered for this position ranges from 2.5 LPA to 3.75 LPA. The industry you will be working in is Sales & Marketing / Business Development / Telecaller. A Bachelor's degree in any discipline is required for this role. Key Skills required for this position include: - Branch Sales Manager - Sales Executive - B2B Sales - B2C Marketing - Forex Executive - Field Executive - Sales Incharge,
Posted 1 week ago
1.0 - 2.0 years
3 - 4 Lacs
Mumbai
Work from Office
Finance Executive - Forex As a Finance Executive, you will play a crucial role in managing nancial transactions, and client accounts, and ensuring compliance with tax regulations. Your responsibilities will encompass various aspects of nance, including billing, payments, receivables, and nancial reporting. Attention to detail, precision in documentation, and effective collaboration with team members are essential for success in this role. On any given day you might: Keep track of billing, payments, receivables, and current balances for Forex clients. Provide regular updates to clients regarding their account balances and follow up on any discrepancies. Accurately post and maintain balances in the system, ensuring all transactions are recorded correctly. Keep account spending limit of ad accounts in check and updated as per balance only Maintain a comprehensive record of payments received and map them to the respective client accounts for accurate tracking. Prepare and generate MIS reports on media spending, commissions, and retro commissions, providing insights into nancial performance. Conduct regular reconciliations of client balances, ensuring accuracy and identifying any inconsistencies or discrepancies Conduct regular reconciliations of banks Coordinating with team members to ensure compliance with tax regulations, both domestically and internationally, and facilitate implementation as required. Calculate commissions and retro commissions accurately based on prede ned formulas or agreements. Address client inquiries related to balances, payments, and nancial matters, providing prompt resolutions. To raise estimates & invoices for the client ( domestic and International ), to process refunds for said clients if any. To release vendor RO/ PO and to reconcile vendor The Ideal Person Bachelors degree in Finance, Accounting, or related eld. Proven experience in nancial management, preferably in a digital marketing agency. Strong analytical and problem-solving skills. Knowledge of tax regulations, nancial reporting, and accounting principles. Excellent communication and interpersonal skills. Pro ciency in nancial software and MS O ce suite. You Bring 1+ years of experience in nance, preferably within the digital marketing industry or a related eld. Blink Digital is committed to creating a diverse environment and is proud to be an equal opportunity employer. All quali ed applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. This job description is intended to convey information essential to understanding the scope of the Finance Executive s position and it is not an exhaustive list of skills, e orts, duties, responsibilities, or working conditions associated with the role. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.
Posted 2 months ago
1.0 - 6.0 years
3 - 8 Lacs
Mumbai
Work from Office
Finance Executive - Forex As a Finance Executive, you will play a crucial role in managing nancial transactions, and client accounts, and ensuring compliance with tax regulations. Your responsibilities will encompass various aspects of nance, including billing, payments, receivables, and nancial reporting. Attention to detail, precision in documentation, and effective collaboration with team members are essential for success in this role. On any given day you might: Keep track of billing, payments, receivables, and current balances for Forex clients. Provide regular updates to clients regarding their account balances and follow up on any discrepancies. Accurately post and maintain balances in the system, ensuring all transactions are recorded correctly. Keep account spending limit of ad accounts in check and updated as per balance only Maintain a comprehensive record of payments received and map them to the respective client accounts for accurate tracking. Prepare and generate MIS reports on media spending, commissions, and retro commissions, providing insights into nancial performance. Conduct regular reconciliations of client balances, ensuring accuracy and identifying any inconsistencies or discrepancies Conduct regular reconciliations of banks Coordinating with team members to ensure compliance with tax regulations, both domestically and internationally, and facilitate implementation as required. Calculate commissions and retro commissions accurately based on prede ned formulas or agreements. Address client inquiries related to balances, payments, and nancial matters, providing prompt resolutions. To raise estimates & invoices for the client ( domestic and International ), to process refunds for said clients if any. To release vendor RO/ PO and to reconcile vendor The Ideal Person Bachelors degree in Finance, Accounting, or related eld. Proven experience in nancial management, preferably in a digital marketing agency. Strong analytical and problem-solving skills. Knowledge of tax regulations, nancial reporting, and accounting principles. Excellent communication and interpersonal skills. Pro ciency in nancial software and MS O ce suite. You Bring 1+ years of experience in nance, preferably within the digital marketing industry or a related eld. Blink Digital is committed to creating a diverse environment and is proud to be an equal opportunity employer. All quali ed applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. This job description is intended to convey information essential to understanding the scope of the Finance Executive s position and it is not an exhaustive list of skills, e orts, duties, responsibilities, or working conditions associated with the role. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.
Posted 2 months ago
1.0 - 5.0 years
3 - 4 Lacs
Gurugram
Work from Office
Job Description: Position : Inside Sales Executive (Forex) Location : Gurgaon Experience : 1-5 year in with Fluent in English speaking Education : Any Graduate Salary : 3-4 LPA Industry : Finance Job Purpose: Engage with customers through email and calls, who need Forex products. Details of those prospective customers would be provided. One has to connect & take it ahead. Understanding the requirement & acting like a consultant to the customers offering them the best recommended services and solutions. Convert Interested leads into Sales. Assist customers seeking foreign exchange/remittances throughout the transaction in coordination with our Vendors/Branches or partnering banks. Customer Relationship Management. Our customers who transact once with Book My Forex are just delighted by our services. for more jobs- Google search: Glan Management Consultancy Key Skill: inside sales, international sales, tele sales, finance sales, forex sales, stockbroking sales, Fluent English, sales coordinator, inside sales
Posted 2 months ago
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