39+ Financial services Jobs in India

Roles and Responsibilities

 Client acquisition & Grievance Handling. 

 Explain Trading Strategies, Company Terms, and Market Risk to the Clients. 

 Generate prospects on Daily Basis via Telephonic, Visual & Text conversations. 

 Conduct Risk Profile Management & Trading Strategies sessions with the clients. 

 Coordinate with Digital Marketing & Research Team to Service Best to the Clients. 

 Explore Global Market, Keep updated on current affairs to Serve Investors & Traders. 

 Achieve Monthly tasks via Client Acquisition on Generating Leads.

Desired Candidate Profile

 Minimum Graduate or Post Graduate. 

 Talkative, Enthusiastic, and Innovative. 

 Knowledge of Global Market. (Forex &Comex) 

 Fluent English Communication, Sales & Marketing Skills require. 

 Should be a self-motivated, independent, detail-oriented, responsible team player and exhibit exceptional relationship

management skills. 

 Experienced in International Sales, Marketing, Global Market and Financial Services will be preferred.

Perks and Benefits

 Desired Incentives. 

 Overseas Trip by Company. 

 Monthly Contest & Trophies. 

 Quarterly and Annual Rewards and Recognition.

JOB TITLE: Customer Support/Virtual Assistant

EXPERIENCE:2 – 4 yrs

LOCATION: Coimbatore

SHIFT:Night Shift

JOB DESCRIPTION:

·        A Virtual Assistant is responsible for providing administrative support to clients remotely.

·        Duties typically include managing schedules, handling emails, data entry, and conducting research.

·        Strong communication, organizational, and multitasking skills are essential.

·        Proficiency in office software and the ability to work independently are also important.

·        Experience as a Virtual Assistant in financial services would be an added advantage.

SKILLS:

·        Interpersonal Skill

·        Strong English Communication

·        Willing to work in Night Shift (US Time Zone)

·        Proven Experience in Virtual Assistant in Financial Services

 COMPANY DESCRIPTION:

Vimishaitech, is a leading provider of IT solutions, software development, consulting services and Soft skills Training and Development. We have a proven track record of helping businesses find and hire the best talent to meet their specific needs. We understand the challenges businesses face when trying to recruit top talent in today's competitive market. That's why we offer comprehensive recruitment solutions designed to take the hassle out of the process and help you find the perfect employees for your company. Our service specializes in Soft skills training and development, equipping individuals with essential interpersonal skills like communication, teamwork, and leadership to enhance their professional success.

Regards,

HR Team

JOB TITLE: Customer Support/Virtual Assistant

EXPERIENCE:2 – 4 yrs

LOCATION: Coimbatore

SHIFT:Night Shift

JOB DESCRIPTION:

·        A Virtual Assistant is responsible for providing administrative support to clients remotely.

·        Duties typically include managing schedules, handling emails, data entry, and conducting research.

·        Strong communication, organizational, and multitasking skills are essential.

·        Proficiency in office software and the ability to work independently are also important.

·        Experience as a Virtual Assistant in financial services would be an added advantage.

SKILLS:

·        Interpersonal Skill

·        Strong English Communication

·        Willing to work in Night Shift (US Time Zone)

·        Proven Experience in Virtual Assistant in Financial Services

 COMPANY DESCRIPTION:

Vimishaitech, is a leading provider of IT solutions, software development, consulting services and Soft skills Training and Development. We have a proven track record of helping businesses find and hire the best talent to meet their specific needs. We understand the challenges businesses face when trying to recruit top talent in today's competitive market. That's why we offer comprehensive recruitment solutions designed to take the hassle out of the process and help you find the perfect employees for your company. Our service specializes in Soft skills training and development, equipping individuals with essential interpersonal skills like communication, teamwork, and leadership to enhance their professional success.

Regards,

HR Team

Company: CorpCare

Title: Lead Engineer (Full stack developer)

Location: Mumbai (work from office)

CTC: Commensurate with experience

About Us:  

CorpCare is India’s first all-in-one corporate funds and assets management platform. We offer a single-window solution for corporates, family offices, and HNIs. We assist corporates in formulating and managing treasury management policies and conducting reviews with investment committees and the board.

Job Summary:  

The Lead Engineer will be responsible for overseeing the development, implementation, and management of our corporate funds and assets management platform. This role demands a deep understanding of the broking industry/Financial services industry, software engineering, and product management. The ideal candidate will have a robust background in engineering leadership, a proven track record of delivering scalable technology solutions, and strong product knowledge.

Key Responsibilities:

• Engineering Strategy and Vision:

- Develop and communicate a clear engineering vision and strategy aligned with our broking and funds management platform.

- Conduct market research and technical analysis to identify trends, opportunities, and customer needs within the broking industry.

- Define and prioritize the engineering roadmap, ensuring alignment with business goals and customer requirements.

- Lead cross-functional engineering teams (software development, QA, DevOps, etc.) to deliver high-quality products on time and within budget.

- Oversee the entire software development lifecycle, from planning and architecture to development and deployment, ensuring robust and scalable solutions.

- Write detailed technical specifications and guide the engineering teams to ensure clarity and successful execution.

- Leverage your understanding of the broking industry to guide product development and engineering efforts.

- Collaborate with product managers to incorporate industry-specific requirements and ensure the platform meets the needs of brokers, traders, and financial institutions.

- Stay updated with regulatory changes, market trends, and technological advancements within the broking sector.

- Mentor and lead a high-performing engineering team, fostering a culture of innovation, collaboration, and continuous improvement.

- Recruit, train, and retain top engineering talent to build a world-class development team.

- Conduct regular performance reviews and provide constructive feedback to team members.

- Define and track key performance indicators (KPIs) for engineering projects to ensure successful delivery and performance.

- Analyze system performance, user data, and platform metrics to identify areas for improvement and optimization.

- Prepare and present engineering performance reports to senior management and stakeholders.

- Work closely with product managers, sales, marketing, and customer support teams to align engineering efforts with overall business objectives.

- Provide technical guidance and support to sales teams to help them understand the platform's capabilities and competitive advantages.

- Engage with customers, partners, and stakeholders to gather feedback, understand their needs, and validate engineering solutions.

Requirements:

• BE /B. Tech - Computer Science from a top engineering college
• MBA a plus, not required
• 5+ years of experience in software engineering, with at least 2+ years in a leadership role.
• Strong understanding of the broking industry and financial services industry.
• Proven track record of successfully managing and delivering complex software products.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Experience with Agile/Scrum methodologies.
• Deep understanding of software architecture, cloud computing, and modern development practices.

Technical Expertise:

• Front-End: React, Next.js, JavaScript, HTML5, CSS3
• Back-End: Node.js, Express.js, RESTful APIs
• Database: MySQL, PostgreSQL, MongoDB
• DevOps: Docker, Kubernetes, AWS (EC2, S3, RDS), CI/CD pipelines
• Version Control: Git, GitHub/GitLab
• Other: TypeScript, Webpack, Babel, ESLint, Redux

Preferred Qualifications:

• Experience in the broking or financial services industry.
• Familiarity with data analytics tools and methodologies.
• Knowledge of user experience (UX) design principles.
• Experience with trading platforms or financial technology products.

This role is ideal for someone who combines strong technical expertise with a deep understanding of the broking industry and a passion for delivering high-impact software solutions.

Company: CorpCare

Title: Head of Engineering/ Head of Product

Location: Mumbai (work from office)

CTC: Annual CTC Up to 25 Lacs

About Us:  

CorpCare is India’s first all-in-one corporate funds and assets management platform. We offer a single-window solution for corporates, family offices, and HNIs. We assist corporates in formulating and managing treasury management policies and conducting reviews with investment committees and the board.

Job Summary:  

The Head of Engineering will be responsible for overseeing the development, implementation, and management of our corporate funds and assets management platform. This role demands a deep understanding of the broking industry/Financial services industry, software engineering, and product management. The ideal candidate will have a robust background in engineering leadership, a proven track record of delivering scalable technology solutions, and strong product knowledge.

Key Responsibilities:

- Develop and communicate a clear engineering vision and strategy aligned with our broking and funds management platform.

- Conduct market research and technical analysis to identify trends, opportunities, and customer needs within the broking industry.

- Define and prioritize the engineering roadmap, ensuring alignment with business goals and customer requirements.

- Lead cross-functional engineering teams (software development, QA, DevOps, etc.) to deliver high-quality products on time and within budget.

- Oversee the entire software development lifecycle, from planning and architecture to development and deployment, ensuring robust and scalable solutions.

- Write detailed technical specifications and guide the engineering teams to ensure clarity and successful execution.

- Leverage your understanding of the broking industry to guide product development and engineering efforts.

- Collaborate with product managers to incorporate industry-specific requirements and ensure the platform meets the needs of brokers, traders, and financial institutions.

- Stay updated with regulatory changes, market trends, and technological advancements within the broking sector.

- Mentor and lead a high-performing engineering team, fostering a culture of innovation, collaboration, and continuous improvement.

- Recruit, train, and retain top engineering talent to build a world-class development team.

- Conduct regular performance reviews and provide constructive feedback to team members.

- Define and track key performance indicators (KPIs) for engineering projects to ensure successful delivery and performance.

- Analyze system performance, user data, and platform metrics to identify areas for improvement and optimization.

- Prepare and present engineering performance reports to senior management and stakeholders.

- Work closely with product managers, sales, marketing, and customer support teams to align engineering efforts with overall business objectives.

- Provide technical guidance and support to sales teams to help them understand the platform's capabilities and competitive advantages.

- Engage with customers, partners, and stakeholders to gather feedback, understand their needs, and validate engineering solutions.

Requirements:

• BE /B. Tech - Computer Science
• MBA a plus, not required
• 5+ years of experience in software engineering, with at least 2+ years in a leadership role.
• Strong understanding of the broking industry and financial services industry.
• Proven track record of successfully managing and delivering complex software products.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Experience with Agile/Scrum methodologies.
• Deep understanding of software architecture, cloud computing, and modern development practices.

Technical Expertise:

• Front-End: React, Next.js, JavaScript, HTML5, CSS3
• Back-End: Node.js, Express.js, RESTful APIs
• Database: MySQL, PostgreSQL, MongoDB
• DevOps: Docker, Kubernetes, AWS (EC2, S3, RDS), CI/CD pipelines
• Version Control: Git, GitHub/GitLab
• Other: TypeScript, Webpack, Babel, ESLint, Redux

Preferred Qualifications:

• Experience in the broking or financial services industry.
• Familiarity with data analytics tools and methodologies.
• Knowledge of user experience (UX) design principles.
• Experience with trading platforms or financial technology products.

This role is ideal for someone who combines strong technical expertise with a deep understanding of the broking industry and a passion for delivering high-impact software solutions.

Cambridge Wealth, a distinguished brand from Baker Street Fintech Pvt Ltd, stands as a premier player in the wealth and mutual fund distribution sector. Awarded by BSE Star and Mutual Fund houses, Cambridge Wealth serves UHNI/HNI/NRI clients, including renowned professionals from various industries. An early-stage Fintech Startup, we are committed to developing a Fintech platform with a human interface for our Investors. We are committed to a Customer Centric approach and our culture thrives on ownership and excellence, backed by a founding team with a proven track record of delivering industry-leading product experiences and earning accolades such as the Webby awards for Digital Strategy. Join us on our exciting journey to redefine the future of investing.

Visit our website: http://www.cambridgewealth.in

Overview:

As a Business/Product Analyst at Baker Street, you will play a pivotal role in driving the development and evolution of our wealth management product. This role offers a unique opportunity to collaborate with diverse teams, utilizing your analytical expertise to contribute to the success of our transformative financial product.

Key Responsibilities:

Market Analysis:

• Conduct in-depth market research to identify industry trends, competitor products, and emerging technologies in wealth management.
• Collaborate with stakeholders to gather market insights, translating them into actionable product strategies.

Product Development:

• Define and document detailed product requirements based on market research and customer feedback.
• Work closely with the product development team to ensure the timely and successful delivery of product features and enhancements.
• Contribute to the development of user stories, use cases, and acceptance criteria.

Data Analysis:

• Analyze user behavior, engagement metrics, and relevant data to derive insights that inform strategic product decisions.
• Utilize statistical methods to identify patterns, trends, and opportunities for product optimization.

Collaboration:

• Collaborate with cross-functional teams, including development, design, marketing, and customer support, to ensure a seamless and user-friendly product experience.
• Serve as a liaison between technical and non-technical stakeholders, facilitating effective communication.

Documentation:

• Maintain comprehensive documentation of product features, specifications, and processes.
• Create and update user manuals, training materials, and other documentation as required.

Qualifications:

• Bachelor's degree in Business, Finance, Computer Science, or a related field
• Proven analytical and problem-solving skills
• Exceptional written and verbal communication skills
• Ability to thrive in a collaborative, fast-paced environment
• Basic understanding of financial concepts and wealth management principles

Preferred Skills:

• Familiarity with Agile development methodologies
• Methodical and thorough documentation skills
• Root Cause Analysis expertise
• Previous experience in the fintech industry
• Knowledge of regulatory frameworks in the financial sector

Note: The provided job description outlines general responsibilities and is not exhaustive. Additional responsibilities may be assigned as needed.

Not sure whether you should apply? Here's a quick checklist to make things easier. You are someone who:

• Have worked(0-1.5 years preferably) or are looking to work specifically with an early-stage Fintech startup.
• You are ready to be a part of a Zero To One Journey which implies that you shall be involved in building fintech products and processes from the ground up.
• You are comfortable to work in an unstructured environment with a small team where you decide what your day looks like and take initiative to take up the right piece of work, own it and work with the founding team on it.
• You'd like a fair chance to work your way up to a founding team position which involves taking key business decisions and taking accountability for it.
• This is not an environment where someone will be checking up on you every few hours. It is up to you to schedule check-ins whenever you find the need to, else we assume you are progressing well with your tasks. You will be expected to find solutions to problems and suggest improvements.
• You want complete ownership for your role & be able to drive it the way you think is right. You are looking at a long-term horizon and plan to grow with the company.
• You are a self-starter and take ownership of deliverables to develop a consensus with the team on approach and methods and deliver to them.

Compensation

Competitive compensation as per experience and industry standards, with the possibility of ESOPS participation.

Freshers/those with limited experience may apply for a 6 month paid internship with the possibility of a PPO upon successful evaluation.

The stipend would be Rs.15,000/- pm.

Location

This is a full-time WFO position based at our headquarters at Prabhat Road, Pune.

Our Hiring Process:

1. You Apply and answer a couple of quick questions [5 min]
2. Online Assessment Test [1 hour]
3. Recruiter screening phone interview [20 min]
4. Skills assessment take-home challenge
5. Technical interview: [30 min - includes a discussion around the submitted assignment]
6. Founder's interview: [30 min]
7. We make you an offer and proceed for reference and BGV check.

Greetings!!!

Please find below mentioned Job Description of Relationship Manager profile for your reference.

Company Name :- Bonanza Portfolio Ltd

Location : - Jaipur

Qualification : - Any Graduation

Job Description : -

1.     New client acquisition, building new relationships and increasing depth in existing relationships with clients.

2.     Selling online broking accounts- demat account, trading account.

3.     Identifying customer needs, assessing their appetite and providing them investment options.

4.     Achieving targets as assigned by the organisation on a monthly basis.

5.     Migrating offline clients to do online trading.

6.     Backend support to clients.

7.     Regular updates to the immediate superior as a when required.

Past experience in the similar role will be preferred.

If you are interested in this opportunity, please feel free to connect or refer to the suitable candidate if you know anyone.

About Us

ALT Mobility: We are a full-stack EV leasing platform offering mobility as a service (MaaS) for commercial vehicle users. We simplify financing and provide reliable technology that supports the transition of intra-city logistics to electric mobility, reducing carbon footprint and improving profitability.

Who are we looking for:

As an Accounts Manager at Alt Mobility, you will play a pivotal role in managing financial transactions, maintaining accurate records, and supporting the finance and accounting functions.  We are a sustainable electric mobility Leasing Company and are looking for like-minded individuals who have prior experience in financing/lending businesses.

Location: Delhi NCR (In-Office Role)

Primary responsibilities:

• Collaborate with cross-functional teams to ensure accurate recording of financial transactions related to sales, expenses, and assets.
• Preparing quarterly financial statements for reporting to multiple stakeholders such as Investors, Lenders etc.
• Support the month-end, quarter-end and year-end closing processes and coordinate with Statutory Auditors.
• Assist in the preparation, review and finalisation of monthly budgets, cash flow forecasts and variation analysis.
• Assist in the implementation and improvement of financial processes and controls.
• Stay updated on industry trends, regulations, and best practices in accounting and finance.
• Participate in team meetings and contribute to discussions on financial strategies and business growth.

Qualifications:

• CA with minimum experience of 3 years (post qualification) or 12 years experience having a Master's or Bachelor’s degree in Accounting, Finance, or a related field.
• Proven experience as an Accounts Manager or similar role, preferably in a Non-Banking Finance Company (NBFC) directly or while working at a reputed CA Firm.
• Hands-on experience or ability to work on Zoho Software (accounting software).

Fill this Google Form: https://forms.gle/krDrTxVRVpYi56TV9

to directly connect with the hiring team

Join us in our mission to transform the future of sustainable mobility. As part of Alt Mobility, you will play a pivotal role in shaping the landscape of electric vehicles and making a positive impact on the world.

Full Time / Permanent / Work From Office

Package – 2.40 Lacs to 3.40 Lacs per annum (In Hand)

Roles and Responsibilities

 Client acquisition & Grievance Handling. 

 Explain Trading Strategies, Company Terms, and Market Risk to the Clients. 

 Generate prospects on Daily Basis via Telephonic, Visual & Text conversations. 

 Conduct Risk Profile Management & Trading Strategies sessions with the clients. 

 Coordinate with Digital Marketing & Research Team to Service Best to the Clients. 

 Explore Global Market, Keep updated on current affairs to Serve Investors & Traders. 

 Achieve Monthly tasks via Client Acquisition on Generating Leads.

Desired Candidate Profile

 Minimum Graduate or Post Graduate. 

 Talkative, Enthusiastic, and Innovative. 

 Knowledge of Global Market. (Forex &Comex) 

 Fluent English Communication, Sales & Marketing Skills require. 

 Should be a self-motivated, independent, detail-oriented, responsible team player and exhibit exceptional relationship

management skills. 

 Experienced in International Sales, Marketing, Global Market and Financial Services will be preferred.

Perks and Benefits

 Desired Incentives. 

 Overseas Trip by Company. 

 Monthly Contest & Trophies. 

 Quarterly and Annual Rewards and Recognition.

We are looking for a passionate technologist with experience in building SaaS tech experience and products for a once-in-a-lifetime opportunity to lead Engineering for an AI powered Financial Operations platform to seamlessly monitor, optimize, reconcile and forecast cashflow with ease.

Background

An incredible rare opportunity for a VP Engineering to join a top tier incubated VC SaaS startup and outstanding management team. Product is currently in the build stage with a solid design partners pipeline of ~$250K and soon raising a pre-seed/seed round with marquee investors.

Responsibilities

• Develop and implement the company's technical strategy and roadmap, ensuring that it aligns with the overall business objectives and is scalable, reliable, and secure.

• Manage and optimize the company's technical resources, including staffing, software, hardware, and infrastructure, to ensure that they are being used effectively and efficiently.

• Work with the founding team and other executives to identify opportunities for innovation and new technology solutions, and evaluate the feasibility and impact of these solutions on the business.

• Lead the engineering function in developing and deploying high-quality software products and solutions, ensuring that they meet or exceed customer requirements and industry standards.

• Analyze and evaluate technical data and metrics, identifying areas for improvement and implementing changes to drive efficiency and effectiveness.

• Ensure that the company is in compliance with all legal and regulatory requirements, including data privacy and security regulations.

Eligibility criteria:

• 6+ years of experience in developing scalable SaaS products.

• Strong technical background with 6+ years of experience with a strong focus on SaaS, AI, and finance software.

• Prior experience in leadership roles.

• Entrepreneurial mindset, with a strong desire to innovate and grow a startup from the ground up.

Perks:

• Vested Equity.

• Ownership in the company.

• Build alongside passionate and smart individuals.

Economic and Finance Researcher

Consulting Inc

Buxar, Bihar

As an Economic and Finance Researcher, your role will be dynamic and is likely to vary from one do to another. It is best suited for someone who is curious to learn more and work hard for personal and organizational success. The role involves conducting thorough research and analysis on economic trends, @nancial markets and products like credit cards and loans and investment opportunities. You will gather and interpret data from various sources to provide valuable insights and recommendations.

Responsibilities:

-Conduct economic analysis and assess the impact of market trends and policy changes on @nancial markets and products.

- Prepare easy to understandable and engaging scripts related to the @nancial market and products for the media team to make videos

- Identify and evaluate potential investment opportunities based on comprehensive research and analysis on the given topics

- Prepare research reports, investment recommendations, and presentations.

- Stay updated with industry developments and emerging trends.

Quali@cations:

- Bachelor's or Master's degree in Economics, Finance, or a related @eld.

- Strong analytical and quantitative skills.

- Excellent written and verbal communication skills.

- Attention to detail and ability to meet deadlines.

- Knowledge of @nancial markets, economic theories, and industry dynamics.

- Proficiency in using @nancial databases and data visualization tools.

- Experience with programming languages and data analysis software is a plus.

Must have:

- A self-starter and can-do entrepreneurial attitude

- Collaborative and enjoy working in a team

- Curiosity to try new things

- and eager to continue to learn more on the job.

As an Economic and Finance Researcher, your expertise in economic analysis and @nancial research will play a vital role in providing valuable insights and recommendations to support strategic decision-making.

Education:

Bachelor's (Required)

Language:

English (Required)

Hindi (Required)

Willingness to travel:

25% (Preferred

contact detail:

Vinay Kumar

Responsibilities:

● Make outbound calls to potential customers and explain the benefits of Mag Finserv's

gold loan products.

● Qualify leads and ensure that they meet the eligibility criteria for a gold loan.

● Build and maintain a positive relationship with customers and provide excellent

customer service.

● Achieve monthly sales targets and contribute to the growth of the company.

● Follow up with customers to ensure timely repayment of the loan.

Qualifications/Skills 

1. CS, A background in law will be a strong plus.

2. Strong Excel and Powerpoint skills

Soft skills and personality traits 

1. Should be detail oriented and extremely methodical

2. Should have a pleasant disposition and get along well with people

3. Should have a strong work ethic. If something is not "too low" for Senior Executives and the Founder, it should not be "too low" for the candidate.

Roles and Responsibilities 

1. To ensure compliance with local laws and best practices

2. To prepare monthly and quarterly reports for the board and investors 3. To manage treasury operations as may be required

Hybrid Work Model

Company Cashflo

Salary: Upto 60LPA

ESOPs

Exp: 5-8Y

We are looking for someone who loves a challenge, is ambitious, super tenacious, and

persistent. S/he is a self-starter, thrives in a dynamic, small start-up environment, has a knack for

understanding customer needs, and loves to get sh*t done! If you check these boxes - we want

to talk to you!

Responsibilities:

Work closely with the Founder/CEO and to define and build the CashFlo platform

Identify customer problems, and latent needs & devise a product roadmap

Communicate and evangelize product output through low-fidelity designs

Collaborate with Sales and Customer Success to understand and eliminate obstacles to

adoption and usage

Work with Marketing to bring new features to life on various communication touchpoints

Collaborate with engineers and designers to arrive at detailed solutions to problems

Execute

Own the roadmap for one or more parts of the product

Work with engineering and design to plan launch scope

Together with engineering and design, break-down scope into launch iterations

Deliver product features as per timelines

Requirements:

Strong communication (written & verbal) and interpersonal skills

You should have worked at a startup or started your own company that shipped a product

An engineering / technical background that will allow you to reason about product

trade-offs and make good choices without significant input from engineers

At least 5 years of experience in a Product Management role

Attention to detail - great products are all about the details

Passion for getting the job done - A combination of grit, hustle and problem-solving skills

to deliver results on time

Prior exposure to the Fintech landscape and understanding of trends in financial services

About the Role 

Hey there, finance ninja! Are you ready to unleash your mamba mentality and take on the role of a Finance and Accounts Head?

We're looking for someone who loves all things finance and wants to build accurate and reliable financial reports and processes. 

If you love a fast-paced and high-functioning work environment and are all about learning, we want you on our team! We're on the hunt for someone super motivated who's ready to take charge as the Finance Head and lead the team to excellence. 

What You'll Do 

Budget-building and cash flow forecasting boss 

• The backbone of our growth plans, setting up financial systems and processes like a pro 

• An extraordinary tax guru 

• Compliance ninja who knows the financial rules and regulations like the back of their hand 

• A financial insights machine that can provide meaningful analysis 

• Risk mitigation master who can spot potential problems before they happen 

• A mentor and leader who can guide the finance and accounting team to greatness 

• A team player who loves collaborating with other teams to create a positive impact 

STATE IN CHARGE

Education

Any Bachelor Degree

Job Description

Establishing good relationships with Bank's LHO, RBO, DSH & Link Branches.

- Appointment of Kiosk operators in allocated URBAN locations.

- Responsible for ensuring completion & submission of documents at the Bank's office for opening CSPs.

- Ensuring proper selection of CSP location & Kiosk Operator with vision of business sustainability.

- Working towards increasing business performance of CSP's

- Controlling & monitoring of CSP's to avoid Frauds.

- Manages all state level activities and coordination .

- Representation at regional level offices as well as district level offices.

- Any other work; as and when required pertaining Financial Inclusion business

Requirement of Candidate:

1. Graduate

2. Min Exp. of 5 years

3. financial inclusion (BFSI) sector

4. Should have handled a team .

5. Computer Skills - Mails, MS Excel, MS Word.

6. Good Communication skills (English and local Language) - Written & Oral

Provide guidance, mentorship and effective knowledge management within the team to ensure profitability

#business

- Identify, assess and manage risks arising out of operational plan, design or delivery

- Manage multiple stakeholders and work closely with them.

- Ensure a balance with sometimes, competing needs and priorities

- Develop guidelines for effective reflection, learning, and change

- Work on the results from learning and reflection exercise to create best practices and introduce process improvements

Employment terms: Full time

Preferred Date of joining: Latest possible

Travel expenses & Mobile reimbursement: As per the team budget and requirement of the role.

Immediate Opening || Switch / Online Testing || Pune / Chennai

Greeting from Verinite Technologies Pvt LTD.

G'day to you, we trust you are well.

We have an Opening for Switch/ Online Testing @ Pune/ Chennai

Looking for candidates who can join us in short notice * Joining bonus available.

WHO IS Verinite?

Verinite is a Consulting, IT services & Information Security Company catering to the clients in banking domain. The core domain expertise is concentrated towards cards, payments, core banking and lending solutions. Verinite provides complete range of Consulting and IT services by leveraging the domain, application and technology expertise.

For more details visit http://www.verinite.com/

Essential Skills for a Job Role:

• Looking for a candidate with having experience as in Switch (Online Testing).
• Candidate should have good knowledge in Acquiring and Issuing concepts of credit cards.
• Candidate should have strong knowledge in Authorizations, ISO messages and its data elements.
• Candidate should be good in transaction processing, merchant settlements. Scheme and Interchange fees.
• Candidate should have basic understanding of Merchant on boarding, ATM and POS device testing.
• Candidate should have worked in Online and Offline scheme certification testing with Visa and MasterCard.
• Should have basic knowledge of CMS (Host systems). How transactions are processed in CMS.
• Should have knowledge about Simulator configuration, setup and connection with Host system.
• Should have good communication skills and coordination with client.
• Good to have experience in Smart Vista,Postilion.

We do have various opening in cards and payment domain (Fintech), you can refer your colleagues, relatives as well.

Open Positions: https://verinite.com/current-openings/

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The WH/TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P&L of his team.

 Wealth Management, Financial Services, Broking

 Responsible for development and management of respective zone teams, comprising Team Leaders, RMS

Responsibilities:

 Handling a team of Wealth Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

 Maintaining profitability targets by ensuring good IRR and cross sell

 Identifying streams for revenue growth & developing business plans to build consumer preference

 Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

 Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI

 Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

 Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

 Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team

 To ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

 To ensure achievement of business and revenue targets attributed for the company.

 Conduct performance reviews for effective monitoring and measuring of results.

Qualifications: Graduate/ MBA/PGDM in Finance

Responsibilities:

• Maintain accounting records (monthly, quarterly, yearly) of the company, update financial statements, and ensure compliance with laws and regulations.
• Prepare budgets, monitor adherence to budgetary figures for all activities/projects of the company, and submit reports to the management giving pertinent financial information.
• Assist in financial forecasting to support managerial decision-making, analyze discrepancies, if any, and monitor cash and fund flows.
• Ensure tax payments are processed on time, liaise with the government department/s as required to complete tasks, and submit challans, returns, etc. within stipulated deadlines.
• Manage tasks related to internal audits and provide all accounting and financial information in a structured manner according to local/state/central laws.
• Handle all petty cash, bank accounts, company’s credit/debit cards and transactions via other financial instruments, and periodically process receipts, invoices, and payments.

• Excellent knowledge of bookkeeping, taxation, audit, professional tax, and accounting standards (IAS).
• Conversant with GST payments and return filing.
• Tally ERP, MS Excel

1. Responsible  for taking customer or client calls and offering financial answers to their difficulties and intimating sales with potential customers over the phone.

1. Responsible for assisting consumers or clients with financial purchases.

1. Provide assistance and solutions to the customer regarding financial products and must speak with your supervisor or team leader to resolve any financial difficulties.

1. Provide excellent customer service. 

1. 5. Eager to gain new talents and should have interpersonal, Research and Record Keeping Skills.

Key skills:

1. Must Know  English and at least one  south language ( Kannada, Telugu, Tamil, Malayalam, 

1. Effective communication abilities.

1. Computer Literate.

At least 1+ year of Prior experience as a Tele caller or similar in the Banking or Finance sector.

Hi,

We,Enterprise Minds is hiring for Sr.Product Manager for Ahmedabad and Bangalore Locations.

JD is given below for reference.

If interested, please forward your updated profile here or please help us by referring your friends.

Prefer max 30 days notice candidates.

Position :: Sr. Product Manager
Location:: Ahmedabad First choice & Bangalore is the second choice

Years of experience: 8+

Skills ::

• Strong product management or consulting experience in technology focused business

• Domain knowledge in Banking or Mortgage or Lending or Credit cards

• Proven track record of managing all aspects of a successful product throughout its lifecycle.
• Hands on experience delivering large scale, enterprise, digital transformations
• Proven ability to develop product and marketing strategies and effectively communicate recommendations to executive management
• Solid technical background with understanding and/or hands-on experience in software development and web technologies.
• Define a thoughtful, detailed, and executable rollout strategy for new features, releases, and products.
• Write business cases, perform ROIs, and prioritize and write user stories; partner with product development team to break things down and plan them into releases
• Translate high, level business requirements into detailed technical specs, and aggressively unblock the engineer teams to execute fast.
• Perform competitive benchmark analysis, analyze customer needs, look at surveys and quantitative data to come up with the right judgement of product and feature investments.
• Excellent written and verbal communication skills
• Bachelor's degree in Science, Engineering or Technology.

MBA with work experience in fintech companies is  a big plus.

● Generate loan leads from the partnered institutions, open market and through different channels on the field.
● Develop and maintain relationships with partnered institutions and repeat business
and referral/s.
● Arrange and plan events to generate leads, and handle product queries and
service issues in the partnered institutions.
● Meet clients, verify documents, process files, coordinate for sanction /
disbursement of loans, personalized service to clients.
● Ensure the achievement of a given business target in your territory.

Experience: 1year+ in Banking sales such as personal loans, and home loans.

Location: Bengaluru

Experience: 3+ Years

We are looking for a highly motivated Support Engineer to be part of Borderless Softtech Pvt Ltd Support team. In addition to strong technical competency, the position requires the ability to effectively work with different teams.

The Support Engineer will be responsible for production support of the Stockal applications on the cloud. The role involves continuous collaboration with business, development teams & partners. Our ever-evolving technology stack ensures a phenomenal learning culture in the team.

Responsibilities:

• Handling On-call production support, Change and Incident Management for critical systems.
• Setting up alerting and monitoring, troubleshooting application issues in AWS cloud.
• Prepare, evaluate and maintain tools supporting and process automation for software product release.
• Perform with project teams to identify apt build schedule and initiate packaging and build process.
• Drive projects that improve support-related processes and technical support experience.
• Manage build automation and integration tools (Jenkins, Maven) and processes.
• Create scripts to automate build processes to improve organizational performance.
• Demonstrate technical, analytical and problem-solving skills.
• Providing support in the form of procedural documentation.
• Drive development team towards best-in-class, continuous integration/delivery tools and procedures.

Objectives of this Role

• Drive the product and business-planning process across cross-functional teams of the company
• Analyze consumer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective
• Assess current competitor offerings, seeking opportunities for differentiation
• Analyze product requirements and develop appropriate programs to ensure they’re successful achieved
• Develop, implement, and maintain production timelines across multiple departments
• Appraise new product ideas and strategize appropriate to-market plans

Daily and Monthly Responsibilities

• Drive the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch
• Translate product strategy into detailed requirements for prototype construction and final product development by engineering teams
• Create product strategy documents that describe business cases, high-level use cases, technical requirements, revenue, and ROI
• Analyze market data to develop sales strategies, and define product objectives for effective marketing communications plans
• Collaborate closely with engineering, production, marketing, and sales teams on the development, QA, and release of products and balance of resources to ensure success for the entire organization
• Develop product positioning and messaging that differentiates TrustCheckr and its features across primary market segments

Skills and Qualifications

• Bachelor’s degree in product design or engineering or MBA
• Strong experience in a SaaS/Identity Space/Fintech is a plus
• 1 to 2 years of experience

Experience : 3-7 yrs

Location: Noida/Mumbai

The Supplier Relationship Manager (SRM) is a B2B inside sales focused on acquiring new business by winning new participants in our early pay markets and managing and those relationships for long term repeat business. Our clients are large companies across the globe and the goals of SRM are to:

(1) Encourage their supply chains to participate in the C2FO marketplace for early payment and

(2) Foster long-term utilization of our working capital platform.

Prior experience in financial sales is desirable, but ultimately, we are looking for candidates with a high degree of general sales acumen. The SRM primarily uses multi-media channels (outbound & inbound calls, email, digital presentations, WhatsApp, etc.) to acquire new market participants and grow supplier relationships. All accounts are provided to SRM, generally with warm leads. Although there is no expectation of cold calling, SRM will often need to prospect to identify key financial decision-makers. Sales efforts are consultative; helping suppliers to identify the best working capital solution possible is paramount. High performance is acknowledged and rewarded with attractive incentives.

Good communication skills and persuasion skills is a must-have. Fluency in English and Hindi to deal with India clientele is required.

Duties and Responsibilities :

• Acquire new market participants and retain existing participants.

• Increase frequency & quality of market participation.

• Manage, cultivate, and grow a book of business consistent with buyer objectives.

Desired Skills and Experience :

• Fluent in English and Hindi

• B2B sales experience

• Highly motivated with excellent work ethic

• Ability to work efficiently in a fast-paced environment

• Capacity to adapt quickly within a dynamic sales program

• Strong selling, negotiating and consulting skills

• Effective interpersonal and analytical abilities

• Proficiency in MS Word, Excel and Outlook

Preferred skills, knowledge & ability requirements :

• Strong financial acumen

• Inside B2B sales experience

• Experience with SalesForce.com

• Good in mathematical skills

Qualification and Experience :

• Post-Graduation in Finance, Sales and Marketing (preferred but not mandatory)

• Min 2-6 years of experience in sale of financial products

About Us :

C2FO is working to deliver a future where every company in the world has the capital it needs to grow. Our technology provides an easy, low-cost way for businesses of all sizes to increase cash flow by receiving early invoice payments. Since 2008, C2FO’s online marketplace and innovative financial products have accelerated payments by more than one billion days for companies in over 180 countries.

Named one of Forbes’ “Fintech 50,” C2FO provides more than $1 billion in working capital each week for hundreds of thousands of businesses. C2FO has more than 500 employees worldwide, with headquarters in Kansas City and locations throughout Europe, Asia Pacific and Australia. For more information, visit http://www.C2FO.com" target="_blank">www.C2FO.com.

Commitment to Diversity and Inclusion:

As an Equal Opportunity Employer, we not only value diversity and equality, we cultivate teams that feel empowered to bring their authentic selves to work every day. We strive to create a workplace that reflects the communities we serve and our global, multicultural clients. We recognize the power of inclusion, emphasizing that each team member was chosen for their unique ability to contribute to the overall success of our mission.

We do not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business needs.

•  The Analyst will work with our Quant Research team and will assist in projects to improve stock selection, portfolio construction or implementation.
•  Main goals for the candidate would be around developing smart beta index portfolios.
•  Research on topics specific to quant trading, including AI/ML, statistical arbitrage, momentum, mean-reversion, factor investing and applications of statistics and econometrics models.

About the Company: Advantage Club is an HR FinTech firm in the corporate employee benefit space. Our major verticals are Financial Services, Corporate Perks, SaaS for digitization and management of Rewards & Recognition programs. We are currently partnered with more than 370+ corporations including Hexaware , Concentrix , EY, Walmart , Amazon, Marurti, etc., whose employees are using the platform. We are serving 1.5M+ employees, drive transactions

worth 2.5M USD every month, and have raised $2M till date.

In the Financial Services division, the company offers innovative solutions like Early Wage Advantage (EWA), flex benefits, tax saving and reimbursement solutions over Visa powered open loop cards.

Early Wage Advantage enables you to withdraw a portion of your salary in advance. You don’t have to wait for the payday to access the salary. Instead, you can avail EWA facility and get the provision to settle the same amount from the salary.

Advantage Card is a Visa powered prepaid card that can be used at any online or physical point of sales just like your debit card.This card has a multi wallet capabilities for defined use cases as per the organisation’s policy.

About the Role:

We’re looking for outstanding salespeople who would own the top of the funnel (TOFU) by doing lead generation (via cold calling and cold emailing) to sales qualification (managing inbound and nurturing) to sales closure.You’ll be an articulate presenter and a strategic planner but above all, dynamic and goal-oriented.

This role is for the self motivated and hard working candidate who can build and nurture relationships, drive engagement and achieve sales targets for the  financial services products of the organisation. At the same time, the candidate should understand the product in detail and be able to address the queries and/or doubts of the clients.

Requirements:

• Previous relevant experience within the corporate sales of products like Payroll/Corporate Salary/Lending/ Insurance/healthcare/SaaS is a MUST
• Understanding of the financial products and the market
• Experience in commercial discussions with customers/ negotiations and closing sales
• Be able to thrive in a complex and demanding startup environment
• Street smart, open minded, analytical, persistent, accountable and ethical Skills:- Lead Prospecting, Presentation Skills and Customer Relationship Management (CRM)
• High level of natural intelligence, coupled with strong interpersonal skills.
• High degree of coachability and great listening skills.
• The desire to grow as a leader in a fast growing technology company.
• Excellent oral and written communication skills.
• A track record for exceeding targets in sales, ideally in start-up, or 1+ years in a high-performing professional environment
• Hands-on experience with multiple sales prospecting techniques like cold calling, cold emailing, and social outreach.
• Experience in B2B2C is an added advantage.
• Existing relationships with CHRO, CXO level people will be an advantage
• Preferred: Banking, Insurance, NBFC, HRMS, Fintech

Responsibilities:

• Reachout to new and existing clients to sell / up-sell the financial products of the company
• Proactively seek new business opportunities in the market
• Making cold calls, presentations and generating interest of the top management of the decision making hierarchy in the target organizations.
• Drive the entire sales cycle from initial customer engagement to deal closure.
• Should clearly communicate all features to the client and understand his requirements over the phone/email/ Video Call and propose a suitable solution
• Nurture leads and effectively work with marketing teams to convert them into opportunities
• Drive active engagement with prospects to increase interest and excitement in our products
• Accurately plan for and forecast sophisticated, long-term sales cycles
• Work closely with our product team to help influence & shape product/offering direction
• Partner with marketing and customer success teams to align go-to-market message and execution
• Collaborate with the cross functional teams to plan and execute lead generation campaigns with the objective of opening doors and establishing new business engagements.

Program Lead 

Gujarat (Ahmedabad) 

Company Profile:  pinBox is the only global social enterprise committed exclusively to digital micro-pension inclusion for self-employed women and youth. We use our proprietary pensionTech platform, the unique pinBox model and field-tested retirement literacy tools to make access to pensions, savings and insurance easy and simple for non-salaried informal sector workers. pinBox is working actively with governments, regulators, multilateral aid agencies and leading financial inclusion stakeholders across Asia and Africa on digital micro-pension and social security inclusion. In India, pinBox is working with top financial institutions and credible outreach partners to help deliver mainstream financial services to underserved citizens. Friends of Women’s World Banking (FWWB) is a Gujarat-headquartered non-profit Society that provides financial and capacity building support and services to organizations promoting livelihoods, self-reliance and financial inclusion among low-income women. FWWB works with a network of over 200 MFIs, cooperatives and producer collectives that reach over 18 million low-income individuals across 12 states. pinBox and FWWB are jointly launching a digital micro-pension and retirement literacy solution for the 18 million women being serviced by FWWB partners. A dedicated project management team will promote the solution to FWWB partners through ongoing consultative meetings and field-visits. This team will be based at the FWWB offices at Ahmedabad (Gujarat) and provide necessary technical assistance, digital solutions, training and expert advice to FWWB partners to encourage and enable them to in turn deliver the digital micro-pension solution, along with financial literacy, to their clients/ members. pinBox is looking for a self-motivated, driven, and hands-on individual to develop and own short and long-term strategies and goals for the pinBox-FWWB partnership as well as for other pinBox initiatives in Gujarat. This is a senior role that requires proactive interactions with a range of internal and external stakeholders, often managing several moving project parts simultaneously. The Program Lead for Gujarat will be responsible for planning, overseeing and leading the pinBox-FWWB Project from ideation through to completion. She/he will also lead B2B2C partnerships with other Gujarat-based cooperatives and milk unions, as well as with federated self-help groups, producer companies, social enterprises and the State Government on expanding pension and social protection solutions to the self-employed. 

Responsibilities:

 1. Work closely with FWWB to proactively promote the digital micro-pension and social security solution to its partners, and to other aggregators including cooperatives in Gujarat and the State Government;

 2. Formalizing, upscaling and managing all B2B2C partnerships with FWWB and in Gujarat more generally;

 3. Implementation coordination and monitoring and providing necessary ongoing training, capacity building and IEC support and advice to partners to minimize the gap between intent and outcomes. 

4. Achieving optimum impact at scale in terms of voluntary participation and regular retirement savings by self-employed women and youth who choose to save for their old age and other lifecycle needs. 

 5. Establish a system for periodic review meetings and field visits to regularly monitor outcomes including subscriber knowledge, savings persistency and adequacy. You will provide partners with MIS and data using pinBox MIS dashboards to keep them updated and informed regarding outcomes.

 6. In consultation with the pinBox operations and customer protection teams, develop innovative ideas and behavioral interventions that optimize field staff efforts and engagement and voluntary enrollments and regular savings by partner clients/ members. 7. Periodically conduct or facilitate FGDs and helpline-led interviews with partner field staff and scheme subscribers to assess efforts and outcomes and to satisfy pinBox, FWWB and partner management that scheme implementation and efforts are in line with stated goals of mass-scale pension and social security inclusion. 8. Proactively investigate implementation challenges and issues and develop and implement ideas and solutions that can positively impact outcomes at scale. 

The ideal candidate 

1. A person with indubitable ethics, who is entrepreneurially inclined, passionate about digital financial inclusion and is eager to build from scratch.

 2. Has 4-6 years’ experience in the areas of digital financial inclusion. Familiarity with the fintech and technology apps ecosystem will be an advantage. 

 3. IRMA graduates with project and process management experience in digital finance and prior experience with women-focused inclusion efforts will be preferred. 

4. Proficiency in Gujarati (both written and oral) is mandatory  

• Field manage audit engagements, including management of client relationships;
• Plan and deliver a range of audit and assurance services;
• Supervise teams to successfully execute engagements and mentor more junior members of staff;
• Working effectively in diverse teams within an inclusive team culture where people are recognised for their contribution
• Help to drive our continuous improvement in audit methodology and develop new ways of working through innovation and transformation; and
• Participate in practice management activities, including facilitation of internal training courses and staff development.

• Client acquisition & servicing.
• Understanding of currency / equity / banking markets
• Sales & marketing of financial products / services
• Experience with selling of financial products / services will be preferred.

Job Role :

• Creating data base of potential clients
• Fixing meetings with prospective clients through cold calling or references
• Holding meetings with prospective clients and informing them about products / services offered.
• Responsible for overall Marketing and achieving annual budgets. 
• Analyzing financials of prospective clients to gauge best alternatives and cost reduction

About the Company:
Torre Capital (https://www.torre.capital/) is a VC funded Singapore based Financial Technology company and a Registered Fund Manager in Singapore. We are creating a fully digital Wealth-Tech to connect family offices and HNI investors with global opportunities, including alternative assets like Private Equity, Venture Capital, Real Estate Funds, and Hedge Funds. We also offer our investors the ability to invest in high-quality global growth startups, private debt opportunities, and other liquid opportunities (Equity baskets, structured products, etc.). Our team comprises of ex-Mckinsey consultants, Asset management veterans, and Digital experts. We are backed by prestigious VC firms and a network of angels and industry leaders.

Role:

Digital Sales Manager with experience in Financial Services Sales in that particular city. Role reports to Sr. Wealth Manager / Sr. Digital Wealth Manager. 

Experience:

Candidates  with experience Fintech Space / B2B sales-digital sales in large Tech Startups and with existing network of HNIs 

Location:

Mumbai / Ahmedabad/ Bangalore/ Kolkata / Chennai/ Hyderabad / Pune / Jaipur / Surat / Rajkot/ Gurgaon / Noida / Chandigarh / Kochi (Cochin) / Vizag

Role Description:

• You work with the City’s biggest family offices and HNIs to onboard and activate them as our investors.
• Leading our outreach initiative, developing relations with new partners and building firm commitments for collaboration
• Negotiating attractive partnership deals and ensuring mutually beneficial partnership terms that are in line with business objectives and strategy.
• Maintaining and deepening relationships with existing partners.
• Conceptualizing and leading initiatives that give way to potential new revenue channels.
• Developing metrics to measure ROI from the synergies forged.
• Liaising with cross functional teams to create successful outcomes for both the business and its partners.

Qualifications:

• You have a Masters in Business Administration or related discipline from a top tier college or university
• You have at least 2- 5 years experience within a strategic engagements, partnerships & alliances, B2B account management or similar roles.
• You are aware of & are intersted  in the FinTech ecosystem.
• You possess excellent interpersonal as well as written and verbal communication skills.
• You have a proven track record of meeting/exceeding your targets in your previous roles.
• You have a strong experience within consultative sales and possess the ability to prospect and manage senior level relationships.

What We Offer:
To start with, what we give is a market sustenance compensation and no benefits. If you continue post the first 6 months, we offer a market comp AND performance linked bonus. We firmly believe in the partnership model and any success will be equitably shared. What is on the plate is an entrepreneurial opportunity to build a fintech from scratch, an independent environment where everyone is a co-owner, and a strong team of equally talented individuals. Folks looking for a large paycheck on Day 1 kindly excuse.

What you need to have:

Relevant leadership experience of approx. 20+ years for similar scale, diversity and complexity

You will stand out if you have the following (Good to have):

Experience in working with Senior Management/Executive Leadership