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Optimo Capital

11 Job openings at Optimo Capital
Relanship manager Indore, Madhya Pradesh, India 0 years None Not disclosed On-site Full Time

We Are Hiring! Join our dynamic and growing team! We are looking for passionate LAP & MICRO LAP (MSME) Professionals for exciting roles for Indore Madhya Pradesh. 📍Open Position: Relationship manager 📍 Locations: INDORE 📍Product: LAP/MICRO LAP (MSME) 📍Minimum qualification: Graduation. 📍Experience: Good experience of Housing products and local market. 🔗Interested Candidates can share the resume WhatsApp 9039724653 📍Note: immediate joiner first preference Only Relevant CV will get the call. Be a part of a company that values growth, innovation, and excellence! 💪 hashtag #Hiring hashtag #CareerOpportunity hashtag #JobAlert hashtag #WeAreHiring hashtag #FinanceJobs hashtag #MPJobs hashtag #indore#

Optimo Capital - Finance Analyst - CA Bengaluru, Karnataka, India 2 years None Not disclosed On-site Full Time

About Optimo Capital, founded in 2023 by PrashantPitti (cofounder of EaseMyTrip and alumnus of IITMadras), is a Bengalurubased NBFC focused on empowering underserved MSMEs in India. Company Profile: Title: Finance Analyst Location: HSR Layout, Bangalore Department: Finance & Accounts Experience Required: Minimum 2 years Chartered Accountant (CA) Job Summary We are looking for a qualified and detail-oriented Finance Analyst (CA) to join our growing NBFC team in HSR Layout, Bangalore. The ideal candidate must have at least 2 years of post-qualification experience and strong expertise in TDS, GST, RBI returns, co-lending operations, and NBFC accounting practices. Experience with Zoho Books or Zoho Finance Suite is essential. Key Responsibilities Financial Accounting & Compliance: Maintain accurate books of accounts using Zoho Books, in line with applicable accounting standards. Ensure timely filing and reconciliation of TDS and GST returns. Monitor statutory compliance and handle tax audits as required. RBI and Statutory Reporting: Prepare and file required RBI returns (e.g., DNBS, NBS forms) as per timelines. Ensure compliance with RBI circulars, guidelines, and inspection requirements. Coordinate with internal and statutory auditors during audits. Co-lending Operations: Manage day-to-day accounting, reconciliation, and settlement of co-lending transactions. Work closely with partner banks/NBFCs to ensure seamless coordination and reporting. Ensure compliance with co-lending agreements and regulatory requirements. MIS & Financial Analysis: Prepare MIS reports, financial summaries, and dashboards using data from Zoho and Excel. Perform variance analysis, forecasting, and budgeting support. Provide actionable insights to management based on financial performance. Internal Controls & Process Improvement: Strengthen internal controls across financial operations. Identify and implement improvements or automation within Zoho Finance and related workflows. Required Skills & Competencies Chartered Accountant (CA) with minimum 2 years of post-qualification experience. NBFC experience is mandatory. Strong command over TDS, GST, RBI reporting, and financial compliance. Proficient in Zoho Books / Zoho Finance, MS Excel, and regulatory portals. Experience in co-lending operations and reconciliations. Strong analytical mindset, attention to detail, and problem-solving Exposure to IGAAP, IND AS and financial reporting standards. Familiarity with NBFC audit processes and financial systems integration. (ref:iimjobs.com)

DSA Lead karnataka 3 - 7 years INR Not disclosed On-site Full Time

About the company: Optimo, founded by Mr. Prashant Pitti (co-founder of EaseMyTrip), is revolutionizing business financing with India's first Digital LAP (Loan Against Property) product. Our platform enables business owners to seamlessly share their details, property location, and documents digitally, making the loan process faster and more efficient. Our vision is to become the leading financing partner for small businesses across industries, empowering them with accessible and hassle-free credit solutions. Job Role: We are looking for a DSA Lead who will be responsible for identifying, onboarding, and managing a network of connectors (freelance agents, financial advisors, influencers, etc.) to generate leads for our loan business. This is a leadership role focused on driving growth and strategic expansion. Key Responsibilities: Develop and expand a network of connectors (freelance agents, business associates, etc.) across Pan India. Identify potential individuals or businesses who can act as loan referral partners. Strategize and implement business plans to scale the DSA network effectively. Train and guide connectors on loan products, processes, and sales techniques. Build and maintain strong relationships with the network to ensure continued engagement. Monitor performance, provide support, and drive business from the connector network. Work closely with internal teams to ensure smooth loan processing. Stay updated on industry trends and competitor activities in the DSA space. Requirements: Proven experience in sales, business development, or leadership roles in the loan/financial sector. Prior experience in DSA, NBFCs, Fintech, or Banking is preferred. Strong networking skills with the ability to recruit and manage a large number of connectors. Excellent communication and relationship-building skills. Strategic mindset with the ability to drive business expansion. Ability to work independently and travel as needed. Proficiency in local languages (Tamil, Telugu, Kannada, Hindi) is a plus.,

Sales Executive Vishakhapatnam, Andhra Pradesh, India 2 - 5 years None Not disclosed On-site Full Time

The candidate for this position will excel at creating and closing new opportunities. By using a consultative approach to selling, this person will use their expertise to identify and qualify leads, leading to sales opportunities with both new and existing customers. Responsibilities Meet and exceed sales targets Successfully create business from new and existing customer accounts Manage complex negotiations with senior-level executives Build rapport and establish long term relationships with customers Qualifications 2-5 years' quota carrying sales experience Experience and working knowledge of CRM systems Demonstrable track record of over-achieving quota Strong written and verbal communication skills

Sales Officer tirupati, anantapur, vijayawada, visakhapatnam, warangal, hyderabad, kakinada, kurnool, vizianagaram, karimnagar, kadapa, khammam, tuni, srikakulam, nellore 0 - 3 years INR 1.0 - 4.0 Lacs P.A. Work from Office Full Time

Optimo Capital is looking for Sales Officer to join our dynamic team and embark on a rewarding career journey Developing and implementing sales strategies to meet company goals. Building and maintaining relationships with clients. Identifying new business opportunities and exploring untapped markets. Conducting market research and analysis to stay updated on industry trends and competitors. Presenting products or services to potential customers and negotiating contracts. Maintaining accurate records of sales and customer interactions. Collaborating with cross-functional teams, such as marketing and customer service, to ensure high-quality customer experiences. Achieving or exceeding sales targets and ensuring customer satisfaction. Providing ongoing support to customers and addressing any concerns or issues. Staying up-to-date with product and industry knowledge.The ideal candidate for this role should have excellent communication, interpersonal, and negotiation skills, as well as a track record of achieving sales targets.

Sales Officer bagalkot, bidar, byadgi, chitradurga, mumbai, hospet, hassan, kalburagi, chikodi, hubli, gadag, raichur, tumkur, mysuru, davangere, shimoga, ahmedabad, bengaluru, belgaum 0 - 3 years INR 1.0 - 4.0 Lacs P.A. Work from Office Full Time

Optimo Capital is looking for Sales Officer to join our dynamic team and embark on a rewarding career journey Developing and implementing sales strategies to meet company goals. Building and maintaining relationships with clients. Identifying new business opportunities and exploring untapped markets. Conducting market research and analysis to stay updated on industry trends and competitors. Presenting products or services to potential customers and negotiating contracts. Maintaining accurate records of sales and customer interactions. Collaborating with cross-functional teams, such as marketing and customer service, to ensure high-quality customer experiences. Achieving or exceeding sales targets and ensuring customer satisfaction. Providing ongoing support to customers and addressing any concerns or issues. Staying up-to-date with product and industry knowledge.The ideal candidate for this role should have excellent communication, interpersonal, and negotiation skills, as well as a track record of achieving sales targets.

Sales Officer salem, tirunelveli, chennai, tiruchirapalli, coimbatore, vellore, kanchipuram, erode, viluppuram, hosur, sivaganga, madurai, karur, ambattur, sivakasi, dindigul, karaikkudi, tambaram 0 - 3 years INR 1.0 - 4.0 Lacs P.A. Work from Office Full Time

Optimo Capital is looking for Sales Officer to join our dynamic team and embark on a rewarding career journey Developing and implementing sales strategies to meet company goals. Building and maintaining relationships with clients. Identifying new business opportunities and exploring untapped markets. Conducting market research and analysis to stay updated on industry trends and competitors. Presenting products or services to potential customers and negotiating contracts. Maintaining accurate records of sales and customer interactions. Collaborating with cross-functional teams, such as marketing and customer service, to ensure high-quality customer experiences. Achieving or exceeding sales targets and ensuring customer satisfaction. Providing ongoing support to customers and addressing any concerns or issues. Staying up-to-date with product and industry knowledge.The ideal candidate for this role should have excellent communication, interpersonal, and negotiation skills, as well as a track record of achieving sales targets.

Branch Credit Manager kadapa, tirupati, khammam, anantapur, tuni, hyderabad, kakinada, srikakulam, kurnool, nellore, vizianagaram 4 - 8 years INR 4.0 - 8.0 Lacs P.A. Work from Office Full Time

Optimo Capital is looking for Branch Credit Manager to join our dynamic team and embark on a rewarding career journey Credit Analysis: Assessing the creditworthiness of potential borrowers by analyzing their financial statements, credit history, and repayment capacity Risk Assessment: Evaluating the level of credit risk associated with different borrowers and determining appropriate credit limits and terms Credit Policy: Developing and implementing credit policies and procedures to ensure consistency and compliance with internal guidelines and industry regulations Credit Underwriting: Approving or declining credit applications based on the risk assessment and established criteria Credit Monitoring: Monitoring the credit performance of existing borrowers and taking proactive measures to address potential delinquencies or defaults Debt Recovery: Overseeing debt collection efforts and working with collection agencies if necessary to recover outstanding debts Customer Relationship Management: Building and maintaining relationships with customers or clients to understand their credit needs and address any credit-related concerns Credit Reporting: Reporting on credit-related metrics and performance to senior management or relevant stakeholders Collateral Management: Evaluating and managing collateral provided by borrowers to secure credit facilities

Branch Credit Managerr salem, tirunelveli, chennai, tiruchirapalli, erode, viluppuram, hosur, madurai, karur, ambattur, sivakasi, karaikkudi, tambaram 3 - 7 years INR 1.0 - 4.0 Lacs P.A. Work from Office Full Time

Optimo Capital is looking for Branch Credit Managerr to join our dynamic team and embark on a rewarding career journey Credit Analysis: Assessing the creditworthiness of potential borrowers by analyzing their financial statements, credit history, and repayment capacity Risk Assessment: Evaluating the level of credit risk associated with different borrowers and determining appropriate credit limits and terms Credit Policy: Developing and implementing credit policies and procedures to ensure consistency and compliance with internal guidelines and industry regulations Credit Underwriting: Approving or declining credit applications based on the risk assessment and established criteria Credit Monitoring: Monitoring the credit performance of existing borrowers and taking proactive measures to address potential delinquencies or defaults Debt Recovery: Overseeing debt collection efforts and working with collection agencies if necessary to recover outstanding debts Customer Relationship Management: Building and maintaining relationships with customers or clients to understand their credit needs and address any credit-related concerns Credit Reporting: Reporting on credit-related metrics and performance to senior management or relevant stakeholders Collateral Management: Evaluating and managing collateral provided by borrowers to secure credit facilities

Branch Manager tirupati, anantapur, vijayawada, visakhapatnam, hyderabad, kakinada, kurnool, vizianagaram, karimnagar, kadapa, tuni, srikakulam, nellore 6 - 10 years INR 6.0 - 9.0 Lacs P.A. Work from Office Full Time

Optimo Capital is looking for Branch Manager to join our dynamic team and embark on a rewarding career journey Direct all operational aspects including distribution operations, customer service, human resources, administration and sales Assess local market conditions and identify current and prospective sales opportunities Develop forecasts, financial objectives and business plans Meet goals and metrics Manage budget and allocate funds appropriately Bring out the best of branchs personnel by providing training, coaching, development and motivation Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs Address customer and employee satisfaction issues promptly Adhere to high ethical standards, and comply with all regulations/applicable laws Network to improve the presence and reputation of the branch and company Stay abreast of competing markets and provide reports on market movement and penetration

Branch Credit Manager hosur, sivakasi, salem, tiruchirapalli, coimbatore 4 - 8 years INR 4.0 - 8.0 Lacs P.A. Work from Office Full Time

Optimo Capital is looking for Branch Credit Manager to join our dynamic team and embark on a rewarding career journey Credit Analysis: Assessing the creditworthiness of potential borrowers by analyzing their financial statements, credit history, and repayment capacity Risk Assessment: Evaluating the level of credit risk associated with different borrowers and determining appropriate credit limits and terms Credit Policy: Developing and implementing credit policies and procedures to ensure consistency and compliance with internal guidelines and industry regulations Credit Underwriting: Approving or declining credit applications based on the risk assessment and established criteria Credit Monitoring: Monitoring the credit performance of existing borrowers and taking proactive measures to address potential delinquencies or defaults Debt Recovery: Overseeing debt collection efforts and working with collection agencies if necessary to recover outstanding debts Customer Relationship Management: Building and maintaining relationships with customers or clients to understand their credit needs and address any credit-related concerns Credit Reporting: Reporting on credit-related metrics and performance to senior management or relevant stakeholders Collateral Management: Evaluating and managing collateral provided by borrowers to secure credit facilities