Financial Services Expert

2 days ago


Noida, Uttar Pradesh, India beBeeCredit Full time
Job Title

We are seeking a diligent Branch Credit Manager to oversee credit appraisals and ensure adherence to lending guidelines. You will be responsible for the credit underwriting of loans as per company policy, engaging directly with customers to understand their requirements, and conducting personal discussions to assess income. This role also involves maintaining market knowledge, managing turnaround times, ensuring file quality, and demonstrating a strong understanding of property-related knowledge.

Key Responsibilities:

  • Conduct thorough credit appraisal of loans in accordance with our credit policy.
  • Demonstrate expertise in credit underwriting.
  • Engage in direct discussions with customers to comprehend their loan requirements comprehensively.
  • Perform personal discussions (PD) with customers at their residence and business premises for accurate income assessment.
  • Maintain current knowledge of market conditions and our lending guidelines.
  • Manage turnaround time (TAT) and ensure high-quality files for respective locations.
  • Possess a strong understanding of property-related knowledge, including legal title and market value of the property.
  • Oversee vendor management relevant to credit appraisal processes.

Essential Skills and Qualifications:

  • Must have experience in credit underwriting within NBFC/BFSI sectors, specifically for products like home loans, loans against property, or mortgage.
  • Strong analytical skills for credit appraisal and risk assessment.
  • Excellent communication and interpersonal skills for customer discussions and vendor management.
  • Meticulous attention to detail for file quality and adherence to policies.
  • Ability to manage TAT and work efficiently.
  • Strong understanding of property legalities and valuation.

Education Requirement:

  • Any graduate or postgraduate degree is acceptable.


  • Noida, Uttar Pradesh, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Expert Financial Services ProfessionalWe are seeking a highly skilled and experienced financial services professional to join our team. In this role, you will be responsible for overseeing the month-end close process, ensuring accurate and timely completion of all activities.Key Responsibilities:Collaborate with the team to guarantee seamless execution of...


  • Noida, Uttar Pradesh, India beBeeBusiness Full time ₹ 40,00,000 - ₹ 80,00,000

    Job Title:Business Advisory SpecialistAbout the Role:We are seeking an experienced Business Advisory Specialist to join our team. As a key member of our consulting firm, you will be responsible for providing high-quality financial and strategic advice to clients across various sectors.Key Responsibilities:Accounting and financial reporting services for...

  • Financial Expert

    4 days ago


    Noida, Uttar Pradesh, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 28,00,000

    Financial ExpertWe are seeking a highly skilled Financial Expert to join our organization. As a key member of our team, you will be responsible for providing expert financial advice and support to ensure the success of our business.About the RoleThis is an exceptional opportunity for a qualified Chartered Accountant with 1-2 years of post-qualification...


  • Noida, Uttar Pradesh, India Ameriprise Financial Services, LLC Full time US$ 80,000 - US$ 1,20,000 per year

    Support advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as MoneyGuide, based on careful examination of...


  • Noida, Uttar Pradesh, India Ameriprise Financial Services, LLC Full time US$ 60,000 - US$ 1,00,000 per year

    Support advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as MoneyGuide, based on careful examination of...

  • Financial Expert

    2 weeks ago


    Noida, Uttar Pradesh, India beBeeAccountant Full time ₹ 6,00,000 - ₹ 10,00,000

    We are seeking a detail-oriented financial expert to manage our company's financial records, ensure compliance, and provide accurate reporting.About the RoleThe ideal candidate will have expertise in accounting principles, taxation, and financial analysis, with the flexibility to work remotely.Key Responsibilities:


  • Noida, Uttar Pradesh, India Ameriprise Financial Services, LLC Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience...


  • Noida, Uttar Pradesh, India Ameriprise Financial Services, LLC Full time

    Job DescriptionThe candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client...


  • Noida, Uttar Pradesh, India Ameriprise Financial Services, LLC Full time

    Job DescriptionThe candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisorspractices. This...


  • Noida, Uttar Pradesh, India beBeeAccountant Full time ₹ 8,00,000 - ₹ 10,40,000

    Job Overview:We are seeking a seasoned Chartered Accountant to lead our accounting and advisory services team. This is an exceptional opportunity for an experienced professional to utilize their expertise in compliance, financial analysis, and tax planning.The ideal candidate will possess strong analytical skills, excellent communication abilities, and a...