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2.0 - 10.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Dear Candidate, We are looking for a dynamic and motivated individual for the role of *Company Secretary* (CS) Interested candidates can share their resume on[HIDDEN TEXT] or can call on +91-9625214874. Profile :Company Secretary Qualification : Graduate Location : Mumbai (Nagiman point) Salary : Upto 15LPA *Job Description :-*Company Secretary *Position Overview:* .1. Post qualification, minimum secretarial experience of not less than 2-10 years and should be familiar with matters about Company Law, LODR, Secretarial functions, Compliances required by Reserve Bank of India / Registrar of Companies in respect of NBFCs, Legal, Fema compliances etc. 2. Preference shall be given to candidates having experience working in CA and CS Firms. *Key Responsibilities:* .1. Providing secretarial assistance to the client, including dealing with Board matters, filing of returns and providing advice to the management as and when necessary. 2. Complying with guidelines of Reserve Bank of India (RBI) for NBFS matters. 3. Filing, and registering any document including forms, returns and applications by and on behalf of the client as an authorized representative with RBI, ROC or any other competent authority. 4. Drafting Legal documents, Notice, Agendas, Minutes & all other corporate Documents. 5. Compliance with various authorities like Reserve Bank of India (RBI), FEMA, Registrar of Companies (ROC), Stock Exchange, SEBI etc. 6. Compliance with secretarial and corporate laws. 7. Co-ordinating board/committee/annual general meetings/extra ordinary general meeting and follow-up actions thereof. 8. Custodian of corporate records, statutory books and registers. 9. Advising client on Compliance with legal and procedural aspects, Companies Act, RBI Act, matters relating to NBFCs, Management, FEMA, Drafting of Legal Documents, Manpower planning and development etc. 10. Any other matters relating to the company secretarial assignment and compliance of various statutory, regulatory and other reporting. Show more Show less
Posted 1 week ago
1.0 - 5.0 years
0 Lacs
karnataka
On-site
As a proactive Associate at Wint Wealth, you will play a crucial role in the Business team, focusing on client onboarding, investment processes, and financial operations to ensure seamless debt transactions. Your responsibilities will involve onboarding new clients while considering credit and risk parameters, collecting initial data in Wint's format for the Due Diligence Process, and liaising with clients" mid and top management as well as internal teams for various processes related to debt exposure. Additionally, you will be expected to handle any other tasks assigned within the team. Your primary goal in this role is to gain a comprehensive understanding of the lifecycle of NCD and term loan transactions, acquire knowledge about NBFCs, MFIs, HFCs, and their products, conduct monthly checks on portfolio data and security criteria, and report any discrepancies. Furthermore, you should be prepared to travel 2-3 times a month for client meetings and new onboardings. To excel in this position, you should possess a CA Final/MBA/Any graduate degree with 1-2 years of experience (Freshers can also apply), a basic understanding of the bond market, and a keen interest in financial markets. Proficiency in MS Office and strong communication skills are essential for effectively carrying out your responsibilities within the team. Join Wint Wealth today and be part of a dynamic team that is revolutionizing the fintech industry!,
Posted 2 weeks ago
1.0 - 5.0 years
0 Lacs
delhi
On-site
As a Qualified Company Secretary with 1 to 5 years of experience, you have the opportunity to join Chandrasekaran Associates, a well-known PCS firm located at 11-F Mayur Vihar Phase-1, Pocket IV, Delhi 110091. Chandrasekaran Associates (CACS) is a firm specializing in Corporate Legal Matters and Secretarial Consultancy with over 35 years of professional experience. They provide a range of services to corporates, including renowned MNCs, Secretarial Audits for Nifty50 Companies, and corporate and regulatory audit and advisory solutions. In this role, you will be responsible for providing Secretarial advisory services to retainer companies in areas such as Companies Act, 2013, FEMA, RBI, SEBI Regulations, etc. You will also be involved in Secretarial Audit, Due diligence, Corporate Restructuring, NBFCs advisory, and various other event-based actions. Candidates with a practical approach towards Corporate Laws and strong analytical skills are preferred for this position. The salary for this position will be determined based on the interview and will be as per industry standards. This is an excellent opportunity for Company Secretaries with specialized knowledge in NBFCs, FEMA, REIT, and INVIT to further develop their skills and expertise in a professional and reputable firm like Chandrasekaran Associates.,
Posted 2 weeks ago
8.0 - 10.0 years
0 Lacs
mumbai, maharashtra, india
On-site
About the job Manager - Climate Finance About the Role :We at Arthan are hiring a mid-career Climate Finance professional to support a leading advisory firm focused on decarbonizing sectors such as power, mobility, commodity value chains, and the circular economy. The professional will play a key role in translating climate goals into implementable finance structures, bringing expertise in blended finance, project structuring, and investor engagement .You will work closely with top leadership and cross-sectoral teams to design innovative finance mechanisms that bridge the public, private, and philanthropic capital for scalable climate solutions . Specific finance skil lsDemonstrated expertise in project finance with debt equity structures, preferably in small to mid-sized renewable energy/ mainstream projec tsGood understanding of project finance, payment security mechanisms, collaterals, and sources of such funding available from DFIs (Nabard, SIDBI), public and private sector banks, and philanthropic capital (not mandator y)Access to impact investors from India and outside, with a clear understanding of regulatory requirements for foreign currency transactions and repatriatio n.Experience in launching AIF I/ II funds or launching NBFCs (not mandator y) Additional ski llsAbility to impart knowledge and training to the rest of the team on climate finance taxonomy, ability to network in the debt, equity, and impact investment space, with a zeal to conclude program implementation with specific targe ts. Main functions and responsibili tiesGuide project and program (multiple small projects) structuring involving not-for-profits and the private se ctorCreate pitch decks and drive discussions with impact inves torsConceptualise blended finance facilities, including structured approaches towards program designs, investment analysis, and finalising contracts (including debt servic ing)Impart knowledge and training to the rest of the team on climate finance taxo nomyBuild relationships in the debt, equity, and impact investment s paceAssist the organization in supporting an existing cleantech equity fund or launching our own f und.Reporting struct ure: Expected to work closely with the top leadership, including the MD, Project Director, CFO, and Sr Finance Advisor, also supporting our thematic leaders in conceiving new initiatives towards implementat ion. Candidate backg roundFinance professional with 8-10 years of relevant exper iencePreferred qualifications- CA/ CFA/ MSc or Phd in Economics or Fi nanceProfessional background Banking, finance, fund manag ementShould be at a mid-career levelPreferred/Nice to have: Experience in climate/climate finance. AIF cat I/II, global or India-specific experience in fund cre ationSoft skills requirements - collaboration, adaptability, problem-solving, integrity, learning mindset, building networks, sharing knowledge with the teamCultural requirem ents: Willingness to learn and engage cross-functionally, values aligned with the organization&aposs values. Communication style, ways of working, culture around feedback, collaborate effectively, and thrive in the organisa tion.Tra vel: Expected travel: 30% across India for stakeholder engagement, training, and project sco ping. Show more Show less
Posted 2 weeks ago
14.0 - 20.0 years
0 Lacs
maharashtra
On-site
The Senior VP position entails being accountable for the origination and structuring of deals within the organization. You will proactively source secured wholesale lending opportunities through leveraging existing relationships and establishing new networks. It is crucial to develop a robust deal pipeline by identifying potential clients, evaluating their financing needs, and proposing customized lending solutions. Building and nurturing relationships with financial intermediaries to generate leads and pinpoint lending opportunities is a key aspect of the role. To excel in this position, maintaining a profound understanding of market dynamics, competitor offerings, and industry trends is essential for identifying and seizing deal opportunities. Collaboration with internal teams such as credit, legal, and risk departments is vital to ensure a smooth deal execution process from origination to closure. Meeting origination targets and actively contributing to the growth of the wholesale lending book are primary objectives. The ideal candidate should possess 14 to 20 years of relevant experience, with a CA qualification. Mandatory experience in Structured Finance with AIFs, Performing Credit Funds, or NBFCs in high yield credit is required. Being solution-oriented, having the ability to adapt to dynamic situations, and possessing lateral thinking skills are crucial for success in this role. Exceptional interpersonal skills are necessary to effectively interact with multiple levels of management within the organization.,
Posted 2 weeks ago
2.0 - 6.0 years
0 - 0 Lacs
kochi, kerala
On-site
As an Auditor - MFI & Accounts at our organization located in Ernakulam (North Paravoor), you will play a crucial role in ensuring the accuracy and compliance of financial transactions and accounts, particularly within the MFI sector. With a minimum of 2-3 years of relevant experience in auditing for NBFCs or MFIs, you will be responsible for conducting audits on MFI-related financial transactions and accounts, verifying the accuracy of financial statements, and ensuring adherence to internal policies and regulatory requirements. Your key responsibilities will include performing detailed audits, preparing comprehensive audit reports, collaborating with the finance team to address discrepancies, and monitoring the effectiveness of internal controls. Your strong understanding of accounting and auditing procedures, coupled with good analytical skills and attention to detail, will be essential in successfully carrying out these responsibilities. To excel in this role, you must possess a degree in Commerce, Accounting, or a related field. Moreover, your proficiency in preparing audit reports and excellent communication skills will be instrumental in reporting findings and collaborating with team members effectively. This is a full-time position with a day shift schedule, requiring your physical presence at the designated work location. If you are looking to leverage your auditing expertise and contribute to maintaining financial integrity within the MFI sector, we encourage you to apply for this rewarding opportunity.,
Posted 2 weeks ago
4.0 - 8.0 years
0 Lacs
karnataka
On-site
As an Assistant Manager at PhonePe, your primary responsibility will be to ensure legal advice in framing/review of policies and on all documents, contracts, and agreements relating to the lending business to protect the organization against any legal exposure and minimize liability. You will be required to draft and review partnership agreements for NBFC and Banking partnerships and outsourcing arrangements with LSPs. It is essential to scan the regulatory environment, identify, interpret, and analyze existing & new legislations/amendments & notifications that impact, bringing to the notice of the appropriate functions about their implications and applicability. Your role will involve advising and assisting all stakeholders on ongoing legal risks and anticipating new legal risks arising by virtue of new laws or regulations. You will need to liaise and coordinate with partner NBFCs and Banks to structure new and existing products in compliance with applicable regulatory environments pertaining to lending and co-lending partnerships. Conducting regular internal diligence and risk assessments related to LSP operations and digital lending processes along with the compliance function and partner lenders will be part of your responsibilities. Moreover, you will collaborate with internal tech, product, and business teams to ensure compliant implementation of customer journeys and product features. Maintaining documentation, SOPs, and MIS required for compliance, contractual requirements, and internal/external regulatory audits will also fall under your purview. PhonePe offers a comprehensive range of Full-Time Employee Benefits, including Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance under Insurance Benefits. The Wellness Program includes Employee Assistance Program, Onsite Medical Center, and Emergency Support System. Parental Support benefits such as Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, and Day-care Support Program are provided. Mobility Benefits like Relocation benefits, Transfer Support Policy, and Travel Policy are also available. Retirement Benefits consist of Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, and Leave Encashment, while Other Benefits encompass Higher Education Assistance, Car Lease, and Salary Advance Policy. Working at PhonePe promises to be a rewarding experience with great people, a creative work environment, and the opportunity to take on roles beyond a defined job description. If you are enthusiastic about tech, enjoy building technology that impacts millions, and want to ideate with some of the best minds in the country, PhonePe is the place for you to realize your dreams with purpose and speed. Join us in Bangalore and be a part of our dynamic team!,
Posted 2 weeks ago
5.0 - 8.0 years
0 Lacs
noida, uttar pradesh, india
On-site
Anchor Account Manager Supply Chain Finance ???? Location: Noida / Mumbai | ???? Department: Anchor & Supply Chain Finance | ???? Reports to: Head Anchor & Supply Chain Finance About FinAGG At FinAGG , we are on a mission to democratize working capital for Indias 70Mn+ MSMEs and boost Indias retail GDP by 20%. By partnering with leading corporates, NBFCs, and financial institutions, we deliver fast, reliable, and affordable supply chain financing solutions . With innovations like Quick Cash Flow and FAME Score , we are redefining digital credit access and enabling deeper financial inclusion across India. Role Overview The Anchor Account Manager will drive and manage strategic relationships with large corporate anchors, distributors, and suppliers. The role demands strong expertise in Supply Chain Finance (SCF) , relationship management, and business growth. As the primary contact for assigned anchors, you will be responsible for acquisition, onboarding, and scaling SCF programs to deliver sustainable portfolio growth. Key Responsibilities ???? Anchor Acquisition & Onboarding Identify, engage, and onboard new anchor corporates for SCF programs. Structure financing solutions tailored to anchor needs and FinAGG offerings. Coordinate with product, credit, and operations to ensure timely anchor go-live. ???? Relationship Management Act as the single point of contact for anchor accounts. Build and nurture CXO-level partnerships across treasury, procurement, and sales. Ensure smooth program execution and resolve escalations proactively. ???? Business Growth Drive disbursement volumes, program renewals, and deeper penetration into distributor/vendor ecosystems. Expand SCF offerings to deeper tiersdistributors, vendors, and retailers. Monitor anchor portfolio performance, credit health, and risk indicators. ???? Stakeholder Coordination Collaborate with banks, NBFCs, and internal credit teams for program structuring. Work with technology and operations teams for seamless anchor integration and reporting. ???? Performance & Reporting Achieve disbursement, revenue, and growth targets. Maintain MIS, dashboards, and anchor performance updates for leadership. Track competitor landscape and provide feedback for product/strategy improvement. Qualifications & Skills MBA/PGDM in Finance, Marketing, or related field (preferred). 58 years experience in Supply Chain Finance, Corporate Banking, NBFCs, or FinTech lending . Strong corporate/anchor client management and relationship skills. Proven track record of meeting SCF/trade finance growth targets. Excellent communication, negotiation, and presentation skills. Ability to thrive in a fast-paced, entrepreneurial environment . Knowledge of RBI Digital Lending Guidelines, SCF structures, and fintech credit models is an advantage. Why Join FinAGG Be part of Indias fastest-growing Supply Chain Finance fintech . Collaborate with leading corporates, banks, and NBFCs. Accelerate your career in a merit-driven, entrepreneurial culture . Make a real impact by enabling affordable credit for millions of MSMEs . Show more Show less
Posted 2 weeks ago
5.0 - 9.0 years
0 Lacs
sikar, rajasthan
On-site
You will be working as a Branch Manager at Kamal Finserve Pvt. Ltd., a registered NBFC under the Reserve Bank of India. Your main responsibility will be to oversee daily operations, manage staff, ensure customer satisfaction, and achieve financial targets at the Sikar branch. You will be required to handle tasks such as loan processing, customer relationship management, staff training, performance monitoring, and maintaining branch profitability. It is essential for you to possess strong leadership, team management, and training skills along with experience in loan processing, customer relationship management, and performance monitoring. Effective communication and interpersonal skills are also crucial for this role. You must be capable of meeting financial targets, managing branch profitability, and ensuring compliance with regulatory requirements. Familiarity with the financial sector, especially in NBFCs, and a Bachelor's degree in Finance, Business Administration, or a related field are required qualifications. Experience in the semi-urban and rural markets of Rajasthan would be an added advantage.,
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
faridabad, haryana
On-site
You are looking for a Senior SEO Executive specializing in the securities, finance, and secured loans domain. In this role, you will lead the SEO strategy to enhance organic visibility, drive traffic, and generate qualified leads for financial products and services. Your expertise will be crucial in establishing a strong presence in the competitive financial search landscape. Your responsibilities will include developing and implementing comprehensive SEO strategies aligned with business goals in the finance domain. You will conduct in-depth keyword research focusing on secured loans, financial products, securities, and investment services. Optimizing website content, landing pages, blogs, and product pages for high-converting financial keywords will be a key aspect of your role. Additionally, you will perform technical SEO audits, address crawlability issues, improve site structure and page speed, and analyze competitor strategies to identify content and SEO gaps. Collaborating with content writers and designers to create engaging and compliant content will be essential. Monitoring performance through tools like Google Analytics, Search Console, Ahrefs, SEMrush, and generating monthly reports on keyword rankings, traffic, and lead conversions are vital tasks. To excel in this role, you should hold a Bachelor's degree in Marketing, Communications, or a related field, along with a minimum of 3 years of SEO experience, preferably in finance, securities, or lending. A strong grasp of financial compliance in content, familiarity with SEO tools, analytical skills, and basic knowledge of HTML/CSS and CMS are required. Preferred skills include previous experience with NBFCs, banks, or fintech brands, knowledge of content marketing, PPC synergy, and lead funnels in the financial domain, as well as the ability to manage multiple projects effectively. Joining us will offer you the opportunity to work with a dynamic team in the digital finance sector, shape the organic growth of a prominent financial marketing agency, and receive a competitive salary.,
Posted 2 weeks ago
12.0 - 16.0 years
0 Lacs
karnataka
On-site
As the Senior Manager, BFSI Compliance Lending at PhonePe, you will play a crucial role in ensuring all functional units are guided during the development life cycle of new products and maintaining compliance with regulatory guidelines. You will be responsible for overseeing the compliance requirements set by regulatory bodies such as RBI and ensuring their implementation across various products on the PhonePe platform. Your role will involve working closely with business, legal, risk, and audit functions to provide expertise on regulatory compliance matters, assess compliance risks, and monitor the firm's compliance control environment. You will act as the Lead Compliance Officer for the Digital Lending business, staying updated on developments in the regulatory environment, advising business units on compliance laws, rules, and standards, and educating staff on regulatory compliance issues. Additionally, you will perform gap analysis on new regulatory guidelines, collaborate with product teams to address regulatory gaps in product development, and provide detailed reports to senior management on compliance reviews. Your ability to communicate clearly, plan and execute projects independently, and analyze complex regulatory procedures will be essential for success in this role. To qualify for this position, you should have a post-graduate degree with at least 12-13 years of experience in compliance within the Digital lending, Financial Services, or Fintech space. Experience in Compliance departments of NBFCs, digital lending platforms, or Insurance broking is preferred. You should possess in-depth knowledge of insurance/lending industry standards, Indian regulations, and market practices, along with experience in dealing with regulators and regulatory audits. At PhonePe, we offer a range of benefits to our full-time employees, including medical insurance, wellness programs, parental support, mobility benefits, retirement benefits, and other perks. Working at PhonePe provides a rewarding experience with opportunities for personal and professional growth in a creative work environment. Join us at PhonePe and be part of a team that values innovation, collaboration, and continuous learning.,
Posted 1 month ago
0.0 - 4.0 years
0 Lacs
chennai, tamil nadu
On-site
As an intern at Dashboard Account Aggregation Services Private Limited (product name: Saafe), you will have the opportunity to learn about the account aggregator ecosystem and our product offerings. Your day-to-day responsibilities will include reaching out to the technology departments of new banks/NBFCs to market our product through calls and emails. You will also be responsible for sending follow-up emails and making calls to secure appointments for product demos from these banks/NBFCs. Dashboard Account Aggregation Services Private Limited, operating under the product name Saafe, has obtained approval from the RBI as an NBFC-AA to engage in account aggregation business in accordance with the RBI Master Directions for NBFC-AA, 2016. Saafe, as an account aggregator, complies with the guidelines set by the RBI and ReBIT to aggregate financial asset information including bank accounts, fixed deposits, equities, mutual funds, insurance, NPS, GST, and other relevant data of individuals or MSMEs with their explicit consent. The account aggregator acts as a consent manager and facilitates a consent-driven architecture through a set of standard APIs that ensure secure and seamless transfer of financial information.,
Posted 1 month ago
0.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Roles and Responsibilities:- Candidate with proven track record from Insurance, Health tech industry in acquiring and managing NBFC clients, B2B sales, Financial Institutions Group. Experience in selling Insurance, VAS to NBFCs, Microfinance Companies, Banks would be preferred. Skill Set & Process Exposure:- Person with strong understanding in NBFCs, MFI and Bank Cross sell business and relationships with NBFCs, MFI, Banks, Fintechs. Show more Show less
Posted 1 month ago
2.0 - 5.0 years
4 - 9 Lacs
Mumbai, Maharashtra, India
On-site
CA with 2-5yrs of prior post qualification experience in Internal Audit domain in NBFCs, Exp. in internal audit, risk mgt & financial regulations. Process audits and functional audits. Ensure Compliance-Identifying areas to improvement mitigate risks Experience: 2- 6 years
Posted 1 month ago
0.0 - 4.0 years
0 Lacs
ahmedabad, gujarat
On-site
Marcken Consulting LLP is a leading financial consulting firm specializing in audits, valuations, and financial advisory services. Working with various financial institutions, including banks, NBFCs, and mutual funds, we provide expert insights and solutions. As an Article Assistant at Marcken Consulting LLP, you will have the opportunity to gain practical experience in key areas of finance and auditing. Your responsibilities will include conducting internal audits across various industries, specialized monitoring of large accounts, audits of banks, NBFCs, mutual funds, and financial institutions, due diligence for mergers, acquisitions, and business transactions, valuation of companies and financial assets, as well as statutory audits to ensure compliance with financial regulations. To be eligible for this role, you must have passed CA Inter Both Groups. Transfer cases are also accepted. Working with us, you will have exposure to high-profile audits and financial analysis, the opportunity to work in multiple financial domains, hands-on learning experience in a professional environment, and mentorship from experienced Chartered Accountants. Join us at our Ahmedabad Office and be a part of our dynamic team.,
Posted 1 month ago
6.0 - 10.0 years
0 Lacs
maharashtra
On-site
This role is ideal for professionals with a strong background in relationship management and business development, particularly in handling NBFCs, PSUs, and other Financial Institutions. As a candidate for this position, you will be responsible for managing the Securitization Product (PTCs and DA) by developing processes, policies, and manuals for the department. Your primary focus will be on providing customer service to both internal and external stakeholders, ensuring compliance with RBI and internal regulations, and building a profitable portfolio. Additionally, you will be tasked with building relationships with various Financial Institutions, cross-selling bank products to customers, and achieving business targets. Responsibilities include liaising with Originators, Rating Agencies, Arrangers, Legal Counsels, and Trustees to ensure transactions comply with RBI and SEBI Guidelines, managing relationships with stakeholders in wholesale banking, coordinating with sales teams to meet targets and SLAs, networking with internal and external stakeholders, managing customer turnaround time, resolving audit queries, setting up credit lines with other banks, and sourcing business from PSUs. You will also be involved in cross-selling various products and performing any other duties assigned by the bank. The ideal candidate for this role should hold a Degree/PG with an MBA/CA/ICWA qualification and have 6 to 10 years of experience in product management, relationship management, and business development within the financial sector.,
Posted 1 month ago
0.0 - 4.0 years
0 Lacs
chennai, tamil nadu
On-site
As an intern at Dashboard Account Aggregation Services Private Limited, you will have the opportunity to learn about the account aggregator ecosystem and the company's product offerings. Your day-to-day responsibilities will involve reaching out to the technology departments of new banks and NBFCs to market our product through calls and emails. You will also be responsible for sending follow-up emails and making calls to secure appointments for product demos from banks and NBFCs. Dashboard Account Aggregation Services Private Limited, with its product named Saafe, has been approved by the RBI as an NBFC-AA to conduct account aggregation business under the RBI Master Directions for NBFC-AA, 2016. Saafe, as an account aggregator, operates within the guidelines set by the RBI and ReBIT. The role of an account aggregator is to gather financial asset information such as bank accounts, fixed deposits, equities, mutual funds, insurance, NPS, GST, and other relevant data with explicit authorization from individuals or MSMEs. This information is then presented to users to provide associated services. In addition to being a consent manager, the account aggregator supports a consent-driven architecture through a set of standard APIs that facilitate the secure and seamless transfer of financial information.,
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
The Trade Placement & Portfolio Relationship Manager position based in Mumbai within the Trade Finance / Corporate Banking department is seeking a candidate with 2-4 years of experience. As a Trade Placement & Portfolio Relationship Manager, you will be responsible for handling structured trade deals, managing client relationships, coordinating with internal teams and financial institutions, and supporting revenue reporting. In this role, you will be tasked with managing trade execution from placement to completion, negotiating documentation with partner banks and NBFCs, and collaborating with credit, operations, and legal teams for transaction closure. Additionally, you will be expected to act as the primary contact for corporate clients, understand their business requirements, propose suitable trade finance structures, and oversee documentation and transaction support. Your responsibilities will also include serving as a liaison between clients, internal departments, and financial institutions to ensure seamless transaction processes. Moreover, you will be required to provide MIS & Reporting to senior management, manage partner relationships, and possess strong negotiation, communication, and stakeholder management skills. The ideal candidate for this role should have 2-4 years of experience in trade finance, corporate banking, or NBFCs, with hands-on experience in trade documentation, client coordination, and deal execution. A background in structured trade products and proficiency in Excel and CRM systems is preferred. A graduate or postgraduate degree in Finance, Commerce, Economics, or a related field, with strong multitasking abilities and independence in driving closure, would be advantageous.,
Posted 1 month ago
1.0 - 5.0 years
0 Lacs
surat, gujarat
On-site
You are invited to join our team as a Relationship Officer in Surat for one of India's leading life insurance companies operating under the Banca Channel model. This opportunity is perfect for individuals currently employed in banking, financial services, NBFCs, or insurance sales who are eager to advance their careers in a structured and growth-oriented setting. Your primary responsibilities will include driving life insurance product sales through bank partner branches, engaging with walk-in customers and cross-selling to existing account holders, nurturing strong relationships with both bank staff and customers, achieving monthly targets for insurance penetration and revenue, as well as participating in lead generation, joint calls, and promotional activities. To excel in this role, you should possess a minimum of 1 year of experience in banking, insurance, or financial sales, hold a graduation degree in any discipline, demonstrate knowledge of the local Surat market and banking structure, exhibit excellent communication and customer handling skills, and have prior experience in the BFSI sector. If you meet these requirements and are ready to take your career to the next level, we would love to hear from you. Please contact us for more details at 8849711957.,
Posted 1 month ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
As an SME for our Mumbai location, you will be responsible for creating high-quality content tailored for the BFSI sector, focusing on areas such as NBFCs and investment banking. Your expertise in content creation will play a crucial role in developing engaging and informative materials. Additionally, prior experience in Instructional Design (ID) will be highly beneficial as you work on designing effective training modules and educational content. Your knowledge and skills in this area will enhance the overall learning experience for our target audience. We are specifically looking for candidates based in Mumbai to join our team. If you possess a strong background in content creation for the BFSI sector and are passionate about instructional design, we encourage you to share your CV with us at swati.gupta@niit.com. Your contributions will have a direct impact on our content development strategies and training initiatives.,
Posted 2 months ago
5.0 - 10.0 years
20 - 30 Lacs
Bengaluru
Work from Office
Drive growth in financial asset leasing Acquire and manage new clients Create tailored financial/leasing solutions Build strong industry partnerships Strong financial and sales acumen required Bachelor’s degree essential; Master’s preferred
Posted 2 months ago
2.0 - 5.0 years
4 - 8 Lacs
Kota, Udaipura, Jaipur
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking, referrals, and market research. Develop and implement strategies to increase sales revenue from retail mortgages. Build and maintain strong relationships with clients, providing excellent customer service. Collaborate with internal teams to resolve client queries and issues promptly. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Minimum 1 year of experience in retail mortgages and sales. Strong knowledge of financial products, including home loans, personal loans, and LAP. Excellent communication, negotiation, and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with small finance banks or NBFCs is an added advantage.
Posted 2 months ago
5.0 - 8.0 years
13 - 15 Lacs
Mumbai
Work from Office
We are looking for a Credit Risk Manager–Supply Chain Finance to assess and manage credit risk across dealer, vendor,and factoring programs,ensuring portfolio quality,policy compliance,and supporting business growth through effective risk evaluation
Posted 3 months ago
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