Financial Services Executive

Job TitleWe are seeking a senior professional to join our financial services practice. The role involves managing client engagements, delivering high-quality advisory projects, and supporting business growth through strong relationships and leadership.Client Engagement & Delivery: Execute day-to-day client engagements with high-quality deliverables across...

About the CompanyCredila Financial Services Limited (Formerly known as HDFC Credila Financial Services Limited) is one of Indias largest education loan non-banking financial companies (NBFCs) offering education loans to Indian students. With an in-depth understanding of the higher education domain in India as well as overseas, Credila offers tailor-made...

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 representatives of the company for the purposes of giving presentations to,...

**Job Title - Accounts Executive** **Experience: 3 years** **Job Summary**:PMS Financial Services is looking to hire an **Accounts Executive** who can update books of account along with managing ERP software. To be successful in this role, you should have previous experience with bookkeeping and a flair for spotting numerical mistakes. Prior experience in...

**Job Description - 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. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from...

**Job Summary**:PMS Financial Services is looking to hire a high performing Sales executive (with an entrepreneurial mindset) who can develop sales growth strategies and ensure successful execution to achieve the Financial Targets for Equity, Mutual Funds & Bonds. The Job will be focused on building client relationships, developing sales plan to achieve...

Senior Audit ProfessionalAt our company, you will be part of a diverse team of talented audit professionals working on various projects and engagements. Your role will involve designing and executing audit procedures based on the client's business, risks it faces, and internal control processes.Plan, execute and monitor audit engagements.Prepare work papers...

Role Summary/Purpose:Functional Remediation Coordinator (FRC) oversee simple and moderately complex consumer remediations ensuring successful execution under the guidance of senior leadership or remediation frameworks. This role requires collaboration across various functions, including process owners, subject matter experts (SMEs), and compliance teams, to...

Role Summary:Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching an Investment & Trading platform – Dhan (www.dhan.co) in November 2021.Customer Centricity is one of the core values of Raise and as a...

Job Title: Financial Services Training SpecialistJob Description:Conduct comprehensive training needs assessments to understand learner characteristics, skill levels, and job settings.Determine effective instructional strategies based on assessment results.Design, modify, or develop high-quality instructional materials for various training modalities,...