Financial Services Representative

AVP / DVP - Export Structure Finance Function: Export Structured Finance Job Description:- Preparation of snapshot about the company as desired by Banks/Financial Institutions, including IM's, teasers, financial models.- Identification and preliminary discussions with Banks / Institutions for syndication of the facility.- Assisting senior management and...

About the RoleWe are looking for an experienced Corporate Account Manager - Financial Services to join our team at InCred Financial Services. As a key member of our organization, you will be responsible for identifying and onboarding high-quality Non-Banking Financial Companies (NBFCs) as clients for InCred.Your ResponsibilitiesYou will gain a deep...

At PaisaSmart, we're on a mission to build wealth for the country by building wealth for the next 100 million Indians. To achieve this ambitious goal, we're seeking a talented Financial Services Representative to join our team as a Relationship Manager.About the RoleThis is an excellent opportunity for recent MBA Finance graduates or candidates with up to 3...

We are seeking a highly skilled Financial Services Representative to join our team at Kotak Mahindra Bank. As a key member of our branch, you will be responsible for providing exceptional customer service and ensuring the smooth operation of cash management activities.Main Responsibilities:To manage cash transactions efficiently and accurately.To handle...

Company OverviewRaise Financial Services is a technology-led consumer products and infrastructure services company, serving Indians with financial services across financing, insurance, investing, payments, and wealth.We focus on three core aspects: building great products, delivering awesome experiences, and providing exceptional customer service to our...

At Raise Financial Services, we are building technology-led consumer products & infrastructure services to serve Indians with Financial Services across financing, insurance, investing, payments and wealth.We are seeking a highly skilled Presenter/Anchor to join our team in Mumbai (Borivali East). As a key member of our content creation team, you will play a...

Job OverviewWe are seeking an experienced Business Development professional to join our team at InCred Financial Services. As a Business Development Manager, you will play a critical role in driving growth and expansion of our client base.Key ResponsibilitiesDeveloping and executing strategies to identify and acquire new clients across various...

We are hiring for Senior Manager - Product role for Mumbai (Andheri-Marol) location.Job Purpose- Working with all stakeholders for Education Loan business across Wealth Management. Data Analysis, MIS, Power Point Presentation. Coordination with Insurers and Vertical Product Managers to manage, lead and get the requirements on the distributions of products to...

We are hiring for Senior Manager - Product role for Mumbai (Andheri-Marol) location.Job Purpose- Working with all stakeholders for Education Loan business across Wealth Management. Data Analysis, MIS, Power Point Presentation. Coordination with Insurers and Vertical Product Managers to manage, lead and get the requirements on the distributions of products to...

About the RoleWe are looking for an experienced Financial Institutions Business Developer to join our team at InCred Financial Services. As a key member of our organization, you will be responsible for identifying and onboarding high-quality Non-Banking Financial Companies (NBFCs) as clients for InCred.Your ResponsibilitiesYou will gain a deep understanding...

About AppreciateAppreciate makes investing in US stocks simple for everyone. Whether you're starting your financial journey or chasing big investment goals, our platform is here to help.Key Roles & Responsibilities:Respond to customer inquiries through email and phone, addressing issues efficiently and professionallyAssist users with trading, portfolio...

Relevant ExperienceMinimum 2-3 years of experience in customer service, preferably in the banking or financial services industry. Experience in managing digital communication channels, such as WhatsApp, is highly desirable. A proven track record of successfully handling customer inquiries and resolving issues in a timely manner is essential.

Raise Financial Services is built on a core philosophy: bringing exceptionally great products, awesome user experiences, and best-in-class customer service to our users. We have started by launching Investment & Trading platform – Dhan, and now we're looking for a talented Presenter/Anchor to join our team.This role requires strong communication skills,...

Job Title: CEC OfficerAbout Us: Kotak Mahindra Bank Limited is a leading financial institution committed to delivering exceptional customer experiences. We are seeking a highly skilled and dedicated individual to join our team as a Customer Service Representative.Job Description: As a Customer Service Representative, you will be responsible for providing...

About the Role:Raise Financial Services is seeking an exceptional individual to join our team as a presenter/anchor. We are looking for someone who can simplify complex financial concepts, make finance engaging and accessible through high-quality video content.Key Responsibilities:Create educational and engaging video content focused on investing, trading,...

Required Skills and Qualifications:Mandatory: Graduation degree from a recognized institution.Mandatory: In-depth knowledge of the stock market and its dynamics.Good communication and interpersonal skills are essential for success in this role.NISM 8 / 5A certification is highly valued.Benefits:Opportunity to work with a reputable financial services...

Key Responsibilities:The Financial Services Professional will play a key role in providing financial advisory services to potential clients. You will also be responsible for building and maintaining long-term relationships with corporate clients.Main Responsibilities:Client Outreach: Present capital raising and financial advisory services to potential...

Credit Team LeadThe successful candidate will be responsible for monitoring the performance of the credit portfolio, identifying potential risks, and implementing mitigation strategies to improve portfolio quality. Experience in policy and process management is essential.

Job Summary\We are looking for an experienced Collections Analyst to join our team at Hiranandani Financial Services. As a key member of our collections department, you will be responsible for analyzing complex data sets, developing and executing comprehensive plans, and collaborating with cross-functional teams to drive collections strategies.\\Main...

Company DescriptionMy name is Brian Carson. I am the CEO of UFS United Financial Services, a mortgage brokerage based out of Southern California, I currently reside between Juhu and Los Angeles. UFS specializes in originating residential mortgages for clients throughout California. We also have a Real Estate Division: The Carson Group which lists properties...