9,744 Finance Departments jobs in India

Financial Services

Borivali, Maharashtra ₹600000 - ₹1200000 Y Manish Rasiklal Sangani

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Buy & sell equity derivative securities on behalf of clients, ensuring timely & accurate execution of orders on exchange terminal.

Implement & manage trading strategies for various derivatives instruments (f&o) to generate profit from price movement.

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Financial Services

Pune, Maharashtra ₹1500000 - ₹2800000 Y KPMG

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**JOB DESCRIPTION

About KPMG in India**

KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and competition. KPMG has offices across India in Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara and Vijayawada.

KPMG entities in India offer services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused and technology-enabled services, which reflect a shared knowledge of global and local industries and our experience of the Indian business environment.

years of relevant experience in Payments (MT/MX messages, Clearing & Settlement etc.) space as a BA

2) Experience on detailed mapping of the said message types – pain.001, pacs.008, pacs.009, pain.002, MT103, MT202, MT202Cov etc.

3) Experience of working on any Payment Engine such as GPS and international Payment Schemes such as SEPA

4) Good understanding of different types of Clearing and Settlement methods

5) Strong alignment with Agile ways of working

6) Experienced in at least 2-3 Digital project delivery in large banks

7) Core BA Skills – Requirement Gathering/Management/Prioritization, strong in writing User Stories, strong with performing Gap analysis, Strong business acumen (not the IT side)

8) Experienced in working with senior and cross geography stakeholders

9) Strong communication and articulation skills

10) Experience in working on Transformation projects (vs pure IT delivery or Process reengineering) will be preferred

Equal employment opportunity information

KPMG India has a policy of providing equal opportunity for all applicants and employees regardless of their color, caste, religion, age, sex/gender, national origin, citizenship, sexual orientation, gender identity or expression, disability or other legally protected status. KPMG India values diversity and we request you to submit the details below to support us in our endeavor for diversity. Providing the below information is voluntary and refusal to submit such information will not be prejudicial to you.

QUALIFICATIONS

A bachelor's degree in business or related field or an MBA

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Financial Services Analyst

BDO

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About Company

BDO India LLP (or BDO India) is the India member firm of BDO International. BDO India offers advisory, accounting, tax & digital services for both domestic and international organizations across a range of industries. BDO India is led by more than 350+ Partners & Directors with a team of over 1000 professionals operating across 14 cities. We expect to grow sizably in the coming 3-5 years, adding various dimensions to our business and multiplying the increasing the current team size multi-fold.


The Opportunity:

We are seeking a Business Analyst with a background of Investment Accounting and Wealth Management. A finance and accounting domain expert, who would be responsible for defining requirements for end-to-end accounting reports and performance reports.


Job Description


  • Work with domain experts to define Investment management requirements for the fintech product that cater to private clients/ UHNI/ family offices.
  • Create Functional documents (BRD/FRD) with sample scenarios and expected outputs for the development team.
  • Requirement gathering and Impact analysis.
  • Conduct Knowledge transfer (KT) sessions with DEV/QA teams for functional requirements.
  • Preparation/review of Test scenarios and UAT testing.


Requirements / Skills

  • 2–5 years of relevant experience in financial services or fintech domains.
  • B.Com / BMS / BBA (Finance), MBA / MMS (Finance), or CA Inter with relevant experience in financial services or fintech domains.
  • Knowledge of Investment asset classes such as Equity, Mutual Funds, Alternative Investments, Fixed Assets, Private assets etc.
  • Knowledge of financial reports like Balance sheet, Trial Balance, Ledger report etc.
  • Strong communication skills and team spirit
  • Curious and keen to learn in a challenging environment
  • Knowledge of software development cycle is a plus
  • Knowledge of performance analytics and dashboards is a plus
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Financial Services Analyst

eClerx

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Step into the world of finance with a career into Investment Banking.


We are inviting all graduate freshers to our walk-in drive from 22nd to 26th Sept for an exciting entry-level opportunity. Begin your journey with a dynamic and fast-paced team.


Mumbai office address : Raheja Mindspace, Building number 11, 2nd floor(3rd by lift), Thane Belapur road, Airoli


POC to meet : Yash Tiwari/Adarsh Mishra


Roles & Responsibilities

The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across FCC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email.


Key responsibilities include:

  • Identifying and escalating risks, promptly reporting outstanding issues to clients.
  • Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.G., Interest or Premium).
  • Handling operations of Syndicated Loans and Corporate action setup and operations.
  • Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, FCC i.E. Know Your Customer, Transaction monitoring, Periodic review, Client onboarding, various front-office and back-office reconciliations).
  • Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.G., Corporate and Treasury Bonds).


Qualification and Skills

  • Bachelor’s Degree (B.Com, BBA, BBM, BCA, BAF, B.Sc, BE, BA) and Post Grad degree(MBA/PGDM/M.Tech/B.Tech/M.Com/M.Cs) from 2022/2023/2024 & 2025(current year candidates should have final year marksheet and degree) pass out.
  • Complete fresher with an Internship exposure/certifications
  • Must have a basic knowledge of finance, trade lifecycle, investment banking, and derivatives.
  • Strong logical and quantitative abilities to derive insights from data.
  • Excellent time management skills and ability to resolve issues promptly.
  • Proficiency in planning, organizing, and time management.


About Us

eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech.

Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience.


eClerx Financial Markets offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges for financial organizations worldwide. With nearly two decades of industry experience, complemented by smart automation and robotics, our team of experts delivers holistic solutions across the trade lifecycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach.

eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.

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Financial Services Consultant

₹600000 - ₹1200000 Y Bwise Solutions

Posted today

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Job Description

Drive sales of life insurance products through assigned distribution channels.

Build strong relationships with clients/partners.

Achieve sales targets while ensuring customer satisfaction.

Name- Kanishka Patel

Mobile no

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Financial Services Consultant

Navi Mumbai, Maharashtra ₹300000 - ₹600000 Y HDFC Life

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**Exciting Opportunity with HDFC Life – Vashi Branch**

I am looking for **Insurance Advisors (Financial Consultants)** to join us at **HDFC Life, Vashi Branch**.

This is a great chance for individuals who are looking to:

Work **part-time or full-time**

Earn **extra income on a commission basis**

Build a rewarding career in the **insurance & financial services industry**

If you are passionate about helping people plan their financial future and want to create an additional income stream for yourself, this opportunity is for you

Location: Vashi, Navi Mumbai

Role: Financial Consultant (Commission-based)

Interested? Feel free to connect with me here on LinkedIn or drop me a message to learn more.

Let's grow together with HDFC Life

HDFCLife #FinancialConsultant #InsuranceAdvisor #CareerOpportunity #PartTimeJobs #Vashi #ExtraIncome

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Financial Services Consultant

Chennai, Tamil Nadu ₹30000 - ₹60000 Y ICICI Prudential Life

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Job Description

  • We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets.
  • Key responsibilities:
  • Liaise with bank's branch staff and build effective relationships to maximize the business opportunity
  • Provide knowledge about the insurance products and support bank's branch staff through training to enable them to generate new business, understand customer needs and recommend suitable life insurance products to customers
  • Provide training to the bank branch staff to equip them to sell insurance products to customers and assist them in revenue generation
  • Provide guidance to the bank's branch staff in servicing existing customers, solve their queries and concerns and ensure the quality of business is maintained consistently
  • Enable business procured through bank's branch staff is aligned to business quality metrics
  • Exercise due diligence to prevent unauthorized/ fraudulent transactions

  • Candidates who are willing to be mobile and work across locations will be preferred.

  • Education and experience:
  • Graduation or post-graduation from any stream
  • Graduate freshers or candidates with experience of 0 - 2 years

  • Note: Compensation and level fitment in the organisation will be offered commensurate with role, education and prior work experience of the candidate.

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Financial Services Associate

Bengaluru, Karnataka ₹500000 - ₹1000000 Y Profex Tech

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Role and Responsibility:


• To monitor closely the HL data and cross-sell insurance (HDFC Life and Non

Life), fixed deposits, and other products as introduced by the company to

home loan customers of HDFC Sales


• To source open market business too and achieve the targets assigned


• To be completely aware of the products being offered by the company and

understand competition offering and handle customer objections


• To ensure proper customer profiling on each call/customer visit, to identify

and understand his/her needs and accordingly recommend investment and

Insurance options


• Relationship building with the Home Loan Executives to whom he is mapped

and to ensure joint calls with the HLE to ensure maximum attachments of the

files being disbursed


• To build a relationship with the customer so that he/she is able to cross-sell

other product offering based on the need of the customer, thereby managing the

entire account of customer. FSA to ensure to source customers family details,

other general insurance details, other loan details, etc.


• To be in sync and work together with the partner representatives


• Understanding the joint ownership of the customer at the time of servicing

etc.


• To ensure timely renewal of the business sourced


• To ensure appropriate processes defined are being followed and undergo the

training and certification for being compliant towards selling of various

products (insurance, mutual funds, etc.)


• To always be well-groomed, and his sales kit should be organized and

complete


• To maintain a company-first attitude and be respectful in attitude towards

other fellow colleagues, seniors, partners, etc.

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BDM - Financial Services

Mumbai, Maharashtra ₹100000 - ₹200000 Y Sone India

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Key attributes:- Street smart, excellent negotiation skills, strong networking skill, good database of developers

  1. Identify and engage potential real estate developers and land developers in Mumbai & Navi Mumbai, understanding their financial requirements and offering tailored solutions to address their needs.
  2. Foster and nurture strong relationships with key stakeholders in the real estate industry including developers, investors, financial institutions, and regulatory bodies.
  3. Lead the negotiation and structuring of financial transactions, ensuring alignment with project requirements and the company's financial objectives.
  4. Collaborate cross-functionally with internal teams including finance, credit, legal, and operations to ensure seamless execution of transactions and compliance with regulatory standards.
  5. Stay updated on market trends, competitor activities, and regulatory changes impacting the real estate finance landscape in Mumbai & Navi Mumbai, providing strategic insights to senior management.
  6. Drive revenue growth by achieving or surpassing sales targets, while upholding profitability and risk management standards.
  7. Actively participate in industry events, conferences, and networking opportunities to enhance the company's brand presence and expand its market reach within the real estate finance sector.
  8. Provide regular reports and updates on business development activities, pipeline progress, and market intelligence to senior leadership.
  9. Mentoring and leading the team assigned and taking all the steps to ensure divisional targets are met.

    Minimum of 5 years of proven experience in business development or sales roles within the real estate finance industry, with a strong grasp of financial products and services relevant to real estate development projects.
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Financial Services Consultant

Delhi, Delhi ₹600000 - ₹1200000 Y Bandhu4U Services Private Limited

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Company Description

Bandhu4U Services Private Limited, based in the vibrant heart of Delhi, is a leading financial planning company dedicated to empowering individuals and businesses with expert guidance and personalized solutions. Specializing in a comprehensive range of financial services, Bandhu4U offers trading services, investment solutions, insurance expertise, P2P lending platforms, and financial planning and advisory. With a commitment to excellence and a client-centric approach, Bandhu4U aims to optimize your financial potential and secure your financial future.

Role Description

This is a full-time on-site role for a Financial Services Consultant located in New Delhi. The Financial Services Consultant will be responsible for providing expert financial advice and guidance to clients, developing and implementing financial plans, analyzing financial data, and conducting regular reviews of clients' financial situations. The role also involves strategizing investments, offering insurance solutions, and assisting with trading services. Strong communication and consulting skills are essential to build and maintain client relationships.

Qualifications and responsibilities:-

  • Finance and Financial Services expertise
  • Strong Analytical Skills
  • Excellent Communication and Consulting skills
  • Ability to develop and implement strategic financial plans
  • Experience in the financial planning or investment industry
  • Bachelor's degree in Finance, Economics, or related field
  • Exp- 0 to 2 year
  • Good knowledge of broking and wealth products
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