Uttrayan Financial Services

Uttrayan Financial Services offers a range of financial and investment services aimed at helping clients achieve their financial goals through tailored financial advice and solutions.

6 Job openings at Uttrayan Financial Services
Company Secretary Kolkata 5 - 10 years INR 5.5 - 6.5 Lacs P.A. Work from Office Full Time

Role & responsibilities Looking for a person to head the Company Secretarial role : - Assist in organizing, preparing Agendas for & taking minutes of Board & General Meetings - Maintaining statutory books including statutory books, including Register of Members, Directors etc., - Ensure compliance with the statutory requirements and regulations prescribed under the Companies Act, FEMA, FDI, RBI and all other applicable legislation - Establish and drive implementation of Corporate Governance norms to ensure transparency in all operations - Liaise and build relations with the Registrar of Companies, RBI, CLB, CLT, Depositories, SEBI (if applicable) and other statutory authorities; Periodically provide returns/forms required by them - Liaise and coordinate with the NSDL, CDSL, Share Transfer Agents and Registrars etc. of the Organization for transfer, transmission and dematerialization of securities - Advising and guiding members of the legal, governance, labour laws, accounting & tax teams regarding statutes applicable to them - Ability to strike a balance between compliance/regulatory constraints and business imperatives & good drafting and communication skills. - Excellent Negotiation & communication skills - Excellent presentation skills - Ability to interface effectively with the board of directors and conduct the board meetings The candidate would be responsible : - Handling of Audit and RBI inspection end to end - Assist in the establishment and maintenance of processes and controls within and across business groups so that the day-to-day business activities are in compliance with applicable laws and that any breaches of such laws, rules, regulations and internal policies are detected - Provide a proactive and expert compliance advisory service - Identify, investigate and resolve indications of violations to the Company's internal policies, systems and controls or to applicable laws, rules or regulations including labour laws and taxation - Keep abreast of regulatory developments or other matters affecting the business activities, systems and controls and Communicate changes to policies, procedures and regulatory requirements and oversee implementation thereof - Foster a partnership among the various business and support groups to create a compliant business environment and culture Preferred candidate profile - Experience in NBFC company or banking institution -Minimum 5+ years of experience post qualification -Qualified Company Secretary (ACS/CS), registered with ICSI -Bachelors degree in Law, Finance, or a related field (preferred)

Back Office Executive/Front Office Executive Kolkata 1 - 2 years INR 1.0 - 2.5 Lacs P.A. Work from Office Full Time

This is responsible for handling and managing,administrative,operational tasks to ensure the daily business operations,involves data entry, documentation, processing orders, coordinating with departments, and supporting the front-office teams. Required Candidate profile Proven experience in administrative role. Age below 30 Year. Having experience of MIS and MS Office. Assist various administrative tasks and operational task with team. Excellent communication skills.

Gold Loan Appraiser/Gold Loan Valuer Kolkata 1 - 6 years INR 1.0 - 2.5 Lacs P.A. Work from Office Full Time

Designation: Gold Loan Appraiser/Gold Loan Valuer A Gold Appraiser/Valuer is an essential part of measuring the price of gold as well as various other valuable metals. They are accountable to evaluate the weight, purity, and quality of the gold items being appraised to ensure accuracy and conformity to the industry standard. Responsibilities : Perform detailed examinations of gold-based items to determine the purity, weight, and authenticity. Accurately record appraisal details, such as purity, weight, and any distinctive marks or features. Interact with clients professionally and in a friendly manner, answering their questions and concerns about the appraisal procedure. Stay informed about the latest market trends, prices for gold, and regulations for the industry for accurate evaluations. Collaborate with other members of the team, such as sales associates and jewelers, to ensure smooth customer service and accurate pricing. Ensure that all equipment used for appraisal is correctly calibrated and maintain to provide accurate results. Preferred candidate profile (Gold Loan Appraiser/ Gold Loan Valuer): Location-West Bengal Any graduate is preferable. Required Age: 25 to 35 Minimum of 2-7 years of experience in Gold Loans with a proven track record. Two Wheeler licence mandatory. Required a strong understanding of gold valuation techniques, excellent customer service and communication skills, and experience in the gold loan or related financial industry.

Gold Loan Regional Manager/Branch Manager/ Auditor/Sales Executive Kolkata 1 - 6 years INR 1.0 - 5.5 Lacs P.A. Work from Office Full Time

Designation: Gold Loan Regional Manager/Branch Manager/ Auditor/Sales Executive Role & responsibilities : Source gold loan customers from open market through marketing activities, cold calls, and references. Primarily involves around processing and managing gold loans, ensuring compliance, and achieving sales. Ensuring new acquisition & build up of Gold Loan Business to increase Net Weight Gold with the company with overall business and profit responsibility. Keep innovating, launching new Gold Loan schemes suitable across sales channel and segments of customers. Oversees the end-to-end process of issuing and managing gold loans, ensuring customer satisfaction, risk mitigation, regulatory compliance, and business growth. Comply with RBI guidelines, internal policies, and audit requirements. Ensuring staff competency and adherence to company policies Reviewing audit reports and taking corrective actions Building and maintaining strong relationships with banking partners and other stakeholders . Preferred candidate profile Any graduate is preferable. Age: 25 till 45 Required Two Wheeler having proper license. Minimum of 2-10 years of experience in Gold Loans, with a proven track record of driving growth and managing teams. Strong leadership and team management skills Excellent market analysis and strategic planning abilities. Supervise and train junior staff or gold appraisers Monitor gold loan accounts for overdue or defaulted payments. Skills Required Strong knowledge of gold loan operations and valuation techniques. Sales and target-driven approach. Risk assessment and analytical skills.

State Head, Divisional Manager, Regional Manager and Branch Manager west bengal 2 - 7 years INR 2.5 - 4.25 Lacs P.A. Work from Office Full Time

KEY RESPONSIBILITIES: Supervise daily operations of all branches within the region. Ensure adherence to organizational policies, procedures, and regulatory guidelines. Monitor key performance indicators (KPIs) such as client outreach, loan disbursement, repayment rates, and portfolio quality. Team Leadership and Staff Development Manage and support Branch Managers and field staff. Conduct regular training, performance evaluations, and mentoring. Ensure that teams are motivated, productive, and aligned with company goals. Business Development Drive growth through client acquisition, retention strategies, and new product rollouts. Identify new market opportunities and expand the branch network if required. Strengthen community relationships and ensure client satisfaction. Portfolio and Credit Risk Management Ensure healthy loan portfolio quality by tracking delinquency and PAR (Portfolio at Risk). Implement credit risk control measures and loan recovery strategies. Review and approve high-value loan applications as per authority limits. Compliance and Reporting Ensure all branches comply with internal audit requirements, regulatory standards, and legal norms. Prepare and present regular reports on regional performance to senior management. Handle inspections and audits efficiently. Financial Oversight Monitor regional budgets, operating costs, and profitability. Support financial planning and analysis for the region. Customer Relationship and Community Engagement Promote customer-centric service delivery. Address customer grievances and feedback. Foster partnerships with local organizations and authorities. Preferred candidate profile 1. Candidate should be from Microfinance and NBFC Background. 2. Age 30 to 42 years & Min graduation and above. 3. Fluency in the local language.(CANDIDATE WITH WHO KNOWS LOCAL LANGUAGES WILL GET PREFERENCE) 4. Willing to relocate as per company's policy. 5. Team player. Attitude and willing to work for the poor and for society. 6. 2-Wheelers (Motor Cycle) with Valid License and Android Phone (ATLEAST 4G CONNECTION). Perks and benefits 1. Mess Allowance. 2. Free Lodging in company-provided accommodation. 3. State Allowance During Transfer to other states 4. PF, ESI, Gratuity & Incentive. 5. Insurance : Rs 10 Lakhs ( Death Benefit as per norms ) 6. Fuel Allowance 7. Free medical consultation 8. Will get casual leave, earned leave and sick leave after completion of probation period.

Regional Manager(Only West Bengal candidates are preferred) west bengal 2 - 7 years INR 2.5 - 4.25 Lacs P.A. Work from Office Full Time

KEY RESPONSIBILITIES: Supervise daily operations of all branches within the region. Ensure adherence to organizational policies, procedures, and regulatory guidelines. Monitor key performance indicators (KPIs) such as client outreach, loan disbursement, repayment rates, and portfolio quality. Team Leadership and Staff Development Manage and support Branch Managers and field staff. Conduct regular training, performance evaluations, and mentoring. Ensure that teams are motivated, productive, and aligned with company goals. Business Development Drive growth through client acquisition, retention strategies, and new product rollouts. Identify new market opportunities and expand the branch network if required. Strengthen community relationships and ensure client satisfaction. Portfolio and Credit Risk Management Ensure healthy loan portfolio quality by tracking delinquency and PAR (Portfolio at Risk). Implement credit risk control measures and loan recovery strategies. Review and approve high-value loan applications as per authority limits. Compliance and Reporting Ensure all branches comply with internal audit requirements, regulatory standards, and legal norms. Prepare and present regular reports on regional performance to senior management. Handle inspections and audits efficiently. Financial Oversight Monitor regional budgets, operating costs, and profitability. Support financial planning and analysis for the region. Customer Relationship and Community Engagement Promote customer-centric service delivery. Address customer grievances and feedback. Foster partnerships with local organizations and authorities. Preferred candidate profile 1. Candidate should be from Microfinance and NBFC Background. 2. Age 30 to 42 years & Min graduation and above. 3. Fluency in the local language.(CANDIDATE WITH WHO KNOWS LOCAL LANGUAGES WILL GET PREFERENCE) 4. Willing to relocate as per company's policy. 5. Team player. Attitude and willing to work for the poor and for society. 6. 2-Wheelers (Motor Cycle) with Valid License and Android Phone (ATLEAST 4G CONNECTION). Perks and benefits 1. Mess Allowance. 2. Free Lodging in company-provided accommodation. 3. State Allowance During Transfer to other states 4. PF, ESI, Gratuity & Incentive. 5. Insurance : Rs 10 Lakhs ( Death Benefit as per norms ) 6. Fuel Allowance 7. Free medical consultation 8. Will get casual leave, earned leave and sick leave after completion of probation period.

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Uttrayan Financial Services