1 Finance - Compliance Specialist

Responsibilities: 1. Client Query Resolution Serve as the first point of contact for all client queries related to EPF and NPS processes, rules, and regulations. Provide accurate, timely, and compliant responses to client inquiries. Clarify procedures for registrations, transfers, withdrawals, claims, and grievances. 2. Compliance Advisory & Process...

Responsibilities:1. Client Query ResolutionServe as the first point of contact for all client queries related to EPF and NPS processes, rules, and regulations.Provide accurate, timely, and compliant responses to client inquiries.Clarify procedures for registrations, transfers, withdrawals, claims, and grievances.2. Compliance Advisory & Process GuidanceGuide...

P2P Lending Mumbai 4 - 8 Years Of Experience No. of Openings - 2 **Responsibilities**: - Perform data entry and maintain accurate records in internal systems - Handle documentation, filing, and backend processing tasks - Assist in preparing operational reports, dashboards, and MIS - Coordinate with front-office, finance, or compliance teams for...

Key ResponsibilitiesClient Management:- Own and manage the complete customer experience from onboarding onwards.- Serve as the primary point of contact for all customer queries, feedback, and escalations.- Ensure timely updates, clear communication, and proactive follow-ups with clients.Internal Coordination:- Coordinate and collaborate with various internal...

Compliance Officer Handling Compliance activities w.r.t Stock Broker and Depository Participant towards SEBI, Stock Exchanges, Depository, KRA, CKYC CERSAI, FIU, IFSCA Compliances, MCA, ROC, GIFT Authority, SEZ Operations and AIF (Alternative Investment Fund Cat-3).- Regularly Coordinating with Regulators, Auditors, Custodian, Tax Consultants, RTA,...

Financial Concierge Mumbai 5 - 8 Years Of Experience No. of Openings - 1 **Responsibilities**: - Prepare training content on financial products, financial planning, tax components, macroeconomics, customer query handling, FAQs by customers, about 1 Finance offering etc. - Identifying the training needs of various roles and delivering training courses to...

Responsibilities:- Maintain strong relationships with insurance providers to negotiate the best terms for corporate clients.- Acquire new corporate clients each month for the Employee Benefits Initiative in collaboration with the Strategic Alliance Team.- Offer expert advisory services to corporate clients, helping them understand their group health...

Responsibilities: Help define content IPs and formats (episodic, explainers, interviews, etc.) Recommend topics based on audience needs and market trends (demographics) Review scripts for accuracy, clarity, and simplicity Ensure messaging aligns with financial regulations and channel goals Set the tone of voice (e.g. conversational, expert yet friendly)...

Responsibilities:Help define content IPs and formats (episodic, explainers, interviews, etc.)Recommend topics based on audience needs and market trends (demographics)Review scripts for accuracy, clarity, and simplicityEnsure messaging aligns with financial regulations and channel goalsSet the tone of voice (e.g. conversational, expert yet friendly)Help...

Responsibilities:Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutionsConduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial positionMonitor the implementation and progress...