Executive - Financial Services
1 week ago
Job Description This role is responsible for managing the transaction process roles including and not limited to Accounts Payable, Accounts Receivables, invoice generation, credit control, expense and cash management queues, in accordance with performance and quality standards, defined in relevant service level agreements Job title: Executive - Financial Services Job Description: Review, document and resolve queries as required ensuring quality communication and resolution Performing or reviewing reconciliations of bank accounts, customer accounts or other relevant control related activities. Inputting data and / or managing shared mail inboxes Ensuring adherence to best practice and policies for the given area. Manage incoming calls, emails & QLS distribution efficiently across the resource Manage payment & refund expectations for both external & internal stakeholders, chasing delinquent accounts for Capita Raise invoices & credit notes in SAP both singularly & en mass in a timely & accurate manner Location: Mumbai , India Time Type: Full time Contract Type: Permanent
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ULJK Financial Services
2 weeks ago
Mumbai, India ULJK Financial Services Full timeJob Description: - Generate Research Reports, Company Profiles, and Business Analysis. - Building, Analyzing and Updating Financial Model. - Generate Investment Ideas by Screening Companies Across Industry Verticals. - Analyzing company's financial data. - Preparing various Initiating Coverage (IC) research reports on companies. Financial forecasting &...
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Financial Advisor
21 hours ago
Mumbai, India Surabhi Financial Services Full timeA member of our talent acquisition team will review your submission and it your experience and skills aligns, we will reach out to you and schedule a call to have a conversation. **Financial Advisor** Job Location - Mumbai Western Suburb : Kandivali (E) **What are we looking for / Job Description** We are looking for Financial Advisors to join our team....
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ULJK Financial Services
2 weeks ago
Mumbai, India ULJK Financial Services Full timeLocation: MumbaiJob Title: Head Research - Institutional Job Purpose: We are seeking a highly accomplished professional to lead the Research function for one of India's leading broking houses the role demands strong leadership, analytical depth, and the ability to translate research insights into actionable strategies that support business growth and...
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Consultative Financial Advisor
2 days ago
Navi Mumbai, Mumbai, India Enrichwise Financial Services Pvt Ltd Full timeJob Description Location: Navi Mumbai and Thane What we're looking for: - Proven Expertise: 5+years of experience in financial services, wealth management, or related sectors. - Strategic Mindset: A strong understanding of market dynamics and the ability to create and execute strategies that drive revenue and growth. - Client-centric: Ability to build and...
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Client Service Associate
1 week ago
Mumbai, Maharashtra, India Ufirst Financial Services LLP Full timeWe are looking for a Wealth & Client service associate who would be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of the associate include relationship management, helping clients with executing documentation, providing regular service update and advising on financial...
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Senior Consultant/Associate Manager
1 week ago
Mumbai, India Page Executive Full timeJob DescriptionThis is a role within the Financial Services - Technology Vertical of Michael Page. Enclosed below are the key roles and responsibilities :Identify and develop client/business relationships in a competitive environmentDrive new business development via lead chases, candidate references, industry eventsCreate new revenue streams with existing...
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Financial Planner
3 days ago
Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...
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Customer Service Intern
3 days ago
Mumbai, Maharashtra, India Monedo Financial Services Full timeCompany Description:At Monedo Financial Services, we are more than a Non-Banking Financial Company; we are your strategic partner in financial empowerment. Founded in 2017 by Ashish Kohli, we specialize in providing personalized financial solutions driven by innovation, ethics, and genuine care. We focus on SME Financing, Healthcare Financing, and Supply...
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Analyst - Research and Investment Services
5 days ago
Gurugram, Mumbai, Pune, India Tresvista Financial Services Full timeAbout the DepartmentResearch and Investment Services (RIS) is one of the vital service lines offered to clients, providing Modeling and Financial Analysis, Research, Due Diligence, Valuation and Portfolio Management, Deal Sourcing, and Marketing and Communications. We are a group of highly skilled professionals working as an extension of the clients teams...
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Hiranandani Financial Services
4 weeks ago
Mumbai, India Hiranandani Financial Services Full time- The Business Incentive Analyst will be responsible for the accurate calculation, reporting, and timely payout of business incentives across different departments or teams.- This role involves working closely with HR, Finance, Sales, and Operations teams to ensure that incentive programs align with company goals and that payouts are made in compliance with...