Financial Service Associate

**Job Title**: Financial Services Associate **Job Summary**: We are looking for a dynamic and customer-focused individual to drive sales of financial products by meeting new and existing clients, understanding their financial needs, and offering suitable solutions. **Key Responsibilities**: - Achieve sales targets for financial products like fixed...

Prepare annual, semiannual, and quarterly financial reports for the Columbia Mutual Funds, Life and Annuity Products and Collective Funds, including financial statements, notes to the financial statements, financial highlights and portfolio of investments. Preparation of various internal reports and reports that are filed with regulatory agencies including...

Customer Service & Operations, Customer Customer Service & Operations Associate Reconciliation & Investigations - Gurugram, India- Permanent- Full Time#R-00244671 Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. - This role is based in India and...

Customer Service & Operations, Customer Customer Service & Operations Associate Reconciliation & Investigations - Gurugram, India- Permanent- Full Time#R-00243268 Join our digital revolution in NatWest Digital X In everything we do, we work to one aim. To make digital experiences which are effortless and secure. - So we organise ourselves around three...

The role holder is required to meet his/her targets of insurance against loans through the generation of new leads and managing and building relationships with customers mapped to them to cross-sell Financial Services/products. **Role & Responsibility** **Business Targets**: Achievement of business targets for all financial products as defined and agreed...

About the Department:CFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFOs office at the clients end. The delivery team comprises highly skilled...

Financial Control & Reporting, Finance Financial Control Associate, AVP - Gurugram, India- Permanent- Full Time#R-00246135 Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. - This role is based in India and as such all normal working days must be...

**Responsibilities** - Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures. - Participate in Operational, Domain and soft-skills development training programs to develop process and domain knowledge and build/improve skills & competencies. -...

**Associate, Financial Planning & Analysis**: **Location**: **Gurgaon, Haryana** Team: **Financial Planning & Analysis** Job Requisition #**:R256077** Date posted**:Aug. 07, 2025

Associate, Onboarding _ - Gurugram, Haryana _ - 45 hours per week _ - Onsite _ - The Onboarding Associate will conduct Client Onboarding for various jurisdictions, file reviews to confirm that all Customer/ Client Due Diligence (CDD) and Know Your Customer/ Client (KYC) documentation is in hand and up to date, identifying where gaps exist and remediation is...