1,003 Financial Advice jobs in India
Financial Services Strategist
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At Branch, we're on a mission to provide equal access to financial services. As a key player in our analytical team, you'll help drive growth by proposing data-driven solutions that optimize company profitability and customer experience.
Job DescriptionWe're looking for an exceptional Credit Analyst who can monitor our portfolio, create user valuations models, and propose new product strategies to improve company performance.
Your responsibilities will include:
- Portfolio Monitoring : Track and analyze our credit portfolio to identify trends and areas for improvement.
- User Valuations Model : Develop and maintain a user-level valuations model to inform future product and marketing decisions.
- Credit Policy Updates : Collaborate with the team to update credit policy and optimize for company risk, profitability, and growth targets.
- Data-Driven Solutions : Propose and implement data-driven product changes to enhance customer experience and company profitability.
- Ad-Hoc Analysis : Conduct regular analysis to identify underlying explanations for changes in portfolio performance and develop data-driven solutions.
In this role, you'll have the opportunity to work closely with cross-functional teams, including data science, product, and engineering, to drive meaningful growth and improvements in our business.
Required Skills and QualificationsTo succeed in this role, you'll need:
- Fluency in SQL and R/Python : Proficiency in these programming languages is essential for working with large datasets and developing statistical models.
- Analytics Experience : A background in analytics and/or quantitative modeling is required, with experience working with large datasets.
- Communication Skills : Strong ability to communicate complex insights to management, investors, and auditors.
- Problem-Solving Skills : Strategic thinking and problem-solving skills are critical for driving business growth and improvements.
As a valued member of our team, you'll enjoy:
- Mission-Driven Environment : Work in a fast-paced, entrepreneurial environment where everyone shares a passion for making a difference.
- Competitive Compensation and Equity : Receive a competitive salary and equity package that reflects your value to the organization.
- Collaborative Culture : Join a flat company culture where collaboration and open communication are highly valued.
- Professional Development Opportunities : Enjoy a range of professional development opportunities to help you grow and advance in your career.
If you're passionate about using data to drive business growth and improve customer experience, we'd love to hear from you!
Financial Services Leader
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About Us
We are a leading provider of financial services to emerging markets. Our goal is to make fair financial access available to everyone, everywhere.
With offices in the United States, Nigeria, Kenya, and India, we have a global presence and a diverse team of professionals who share our vision.
Our Mission:
We believe that everyone deserves equal opportunities, regardless of their background or location. We aim to bridge the gap between traditional banking systems and underserved communities.
Job Description
As an Engineering Manager, you will lead a small group of engineers responsible for developing and maintaining our products and infrastructure. You will work closely with other stakeholders to identify areas for improvement and implement solutions that meet our business objectives.
You will also be responsible for recruiting, growing, and empowering your team members to achieve their full potential. This includes providing guidance, support, and mentorship to help them develop their skills and expertise.
Responsibilities:
Executive-Financial services
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Company Description
Avery Dennison Corporation (NYSE: AVY) is a global materials science and digital identification solutions company. We are Making Possible products and solutions that help advance the industries we serve, providing branding and information solutions that optimize labor and supply chain efficiency, reduce waste, advance sustainability, circularity and transparency, and better connect brands and consumers. We design and develop labeling and functional materials, radio frequency identification (RFID) inlays and tags, software applications that connect the physical and digital, and offerings that enhance branded packaging and carry or display information that improves the customer experience. Serving industries worldwide — including home and personal care, apparel, general retail, e-commerce, logistics, food and grocery, pharmaceuticals and automotive — we employ approximately 35,000 employees in more than 50 countries. Our reported sales in 2024 were $ billion. Learn more at .
Job Description
Responsibilities:
PO & Non Po invoice processing on a daily basis.
Checks and verifies supplier’s invoices with contracts, obtains approval from respective department managers and accounts on a timely basis.
Coordinate with internal departments for signed agreement copies of HR/Admin, Finance and Marketing suppliers.
Pre-Alert to internal buyers if any agreement expires in the coming 60 days.
Follow up with buyers & warehouse for open PO’s receipts.
Follow up with department users for discrepancies resolution to ensure timely supplier invoice processing.
Timely processing of bills, month end provisions and complete accounting.
Closely work with Suppliers and internal buyers to take invoice copies on time
Support to all departmental team members and to resolve their issues in daily operations.
Provides details & resolves queries coming from Internal and external Audits.
Supplier’s reconciliation to resolve the discrepancies.
Vendor registration document verification.
Monthly Reports / Dashboards / MIS sharing with management on a monthly basis for invoice accounting process.
Qualifications
Requirements -
Minimum 3 years experience in handling Invoice processing.
Experience working in a Shared service organization will be an added advantage.
Good knowledge of accounting and Taxation ( direct/ indirect).
Accounting knowledge of suppliers advance, employees reimbursement,advance and F & F.
Knowledge of Supplier master Creation / Amendment process.
Well versed with Monthly Close activities
Good communication , presentation & interpersonal skills
Task & Time Oriented
Additional Information
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or other protected status. EEOE/M/F/Vet/Disabled. All your information will be kept confidential according to EEO guidelines.
Financial Services Associate
Posted today
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Role: Financial Services Associate
Location: Goregaon, Mumbai
JD:
- Bachelors degree, or equivalent, in Accounting, Finance, or related business field
- A minimum of three to five years of investment accounting experience
- Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is preferred but not required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus.
- Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
- Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
- Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
- Portfolio Service background.
Regards
Praveen Prabhakaran
Sr. Talent Acquisition Lead & CRM
Mobile : +91
Financial Services Associate
Posted today
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Job Description
At Tide, we're on a mission to save businesses time and money. We're the leading provider of UK SME business accounts and one of the fastest-growing FinTechs in the UK. Using the latest tech, we design solutions with SMEs in mind and our member-driven financial platform is transforming the business banking market. Not only do we offer our members business accounts and related banking services, but also a comprehensive set of highly connected admin tools for businesses.
Tide is about doing what you love. We're looking for someone to join us on our exciting scale up journey and be a part of something special. We are wanting passionate Tideans to drive innovation and help build a best-in-class platform to support our members. You will be comfortable in ambiguous situations and will be able to navigate the evolving FinTech environment. Imagine shaping how millions of Tide members discover and engage with business banking platforms and building this on a global scale.
**What we're looking for**:
As an Associate Specialist Financial Services agent, you will be helping businesses all across the UK to become success stories. You'll love talking to people and have an empathetic and proactive nature along with a passion for solving member problems. You will play a crucial part in helping Tide expand by providing round-the-clock support every day of the year.
As part of the financial services team, you will build on the relationship with members who use our products to grow their business further. You will gain valuable insight into their needs as well as recognise opportunities.
**As an Associate Specialist Financial Services agent you'll be**:
- Spotting and noting patterns is second nature to you, and you're always ready to highlight areas that can be improved in terms of product or member experience.
- Juggling priorities to ensure that members get a level 2 support experience means time is of the essence, and detailed product knowledge is vital.
- Getting to grips with brand new features which will streamline payment processing for members and their clients.
- Delivering valuable feedback to Product managers on a consistent basis.
- Exploring data and aiding with reporting to track the performance of products and services.
- Helping demonstrate your values to new team members, supporting them with your wisdom and experience, and assisting with everyday back-office tasks.
**What makes you a great fit**:
- You have exceptional spoken and written English skills.
- You have at least 1 year experience in a customer service role
- You are comfortable using industry tools like Kustomer, GSuite, Jira, and Excel.
- You are confident talking with our customers to help them get the most from their current accounts and products.
- You enjoy finding innovative ways to solve complex problems.
- You are always on the lookout for recurring issues and help create new workflows to solve them.
- You have excellent organisational skills and take responsibility for your workload.
- You have strong organisational skills
**What you'll get in return**:
Make work, work for you! We are embracing new ways of working and support flexible working arrangements. With our Working Out of Office (WOO) policy our colleagues can work remotely from home or anywhere** in their assigned Indian state**. Additionally, you can work from a different country **or Indian state** for 90 days of the year. Plus, you'll get:
- Competitive salary
- Self & Family Health Insurance
- Term & Life Insurance
- OPD Benefits
- Mental wellbeing through Plumm
- Learning & Development Budget
- WFH Setup allowance
- 25 Annual leaves
- 15 days of Privilege leaves
- 12 days of Casual leaves
- 12 days of Sick leaves
- 3 paid days off for volunteering or L&D activities
**Tidean Ways of Working**
At Tide, we're Member First and Data Driven, but above all, we're One Team. Our Working Out of Office (WOO) policy allows you to work from anywhere in the world for up to 90 days a year. We are remote first, but when you do want to meet new people, collaborate with your team or simply hang out with your colleagues, our offices are always available and equipped to the highest standard. We offer flexible working hours and trust our employees to do their work well, at times that suit them and their team.
**Tide is a place for everyone**
At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity status or disability status. We believe it's what makes us awesome at solving problems! We are One Team and foster a transparent and inclusive environment, where everyone's voice is heard.
LI-AP1
Bde- Financial Services
Posted today
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Job Description
- financial intermediaries, corporate investors and expanding customer base
- Create & maintain database of prospects & convert into long-term clients for mutual fund & other investment products
- In-depth knowledge of mutual fund schemes, strategies to invest & financial services
- Must be able to customize investment plan to meet financial goals maintaining the risk appetite of clients
- Should be updated with market trends, new product offerings & regulatory change in mutual fund industry
- Achieve sales target, prepare & submit reports to the sales head
- Build a rapport with clients, addressing their doubts for mutual fund performance analysis
- Must be graduate in Business, Finance or similar field
- Prior experience in selling financial services or mutual fund products is preferred
- Strong knowledge in mutual fund, investment planning & portfolio management
- Good inter-personal skills, self-motivated & goal
- oriented approach
- Able to achieve sales target & work in dynamic situation
- Should be able to explain complicated financial concepts in layman terms
**Office Timings**
Mon to Fri
- 10am to 7pm
Sat
- 10am to 4:30pm
3rd Sat is off every month
Pay: From ₹10,000.00 per month
Schedule:
- Day shift
- Fixed shift
Application Question(s):
- What is your current CTC?
- What is your expected CTC?
- What is the notice period that you need to serve
- Do you have experience in selling mutual funds?
**Experience**:
- selling financial products (mutual fund, insurance): 1 year (required)
Work Location: In person
Financial Services Associate
Posted 15 days ago
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Job Description
Role: Financial Services Associate
Location: Goregaon, Mumbai
JD:
- Bachelors degree, or equivalent, in Accounting, Finance, or related business field
- A minimum of three to five years of investment accounting experience
- Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is preferred but not required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus.
- Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
- Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
- Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
- Portfolio Service background.
Regards
Praveen Prabhakaran
Sr. Talent Acquisition Lead & CRM
Mobile : +91
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Financial Services Data Strategist
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Unlock a rewarding career as a Data and Reporting Lead with a pioneering fintech company.
We're seeking an experienced professional to spearhead our data strategy, drive data-driven decision-making, and deliver critical insights that fuel business growth. This is an exceptional opportunity to join a dynamic team and shape the future of financial services.
About UsWe're a fast-paced, mission-driven organization that values diversity and inclusivity. Our innovative approach has garnered significant funding from leading investors, and we're poised for continued growth and success.
Job OverviewAs a Data and Reporting Lead, you'll be responsible for developing and implementing a comprehensive data infrastructure, ensuring data accuracy, and providing actionable insights to stakeholders. You'll work closely with cross-functional teams to integrate data across systems, identify opportunities for improvement, and drive data-driven initiatives.
Key Responsibilities- Data Strategy & Governance: Develop and implement a data strategy that aligns with business objectives, establishing governance policies to maintain data quality, consistency, and security.
- Team Leadership: Provide training and development opportunities to enhance the team's skills in data management and reporting.
- Reporting & Analytics: Oversee the creation of dashboards and reports, delivering key insights to stakeholders, and ensuring reports are accessible, reliable, and relevant.
- Cross-functional Collaboration: Work closely with technical, finance, operations, marketing, credit, and analytics teams to identify data requirements, integrate data across systems, and support data-driven initiatives.
- Data Infrastructure & Tools: Collaborate with data engineering to assess, select, and implement data tools and platforms to optimize data storage, processing, and reporting capabilities.
- Experience: 5-10 years of experience in data management and reporting, with at least some experience in a leadership role.
- Education: Bachelor's or Master's degree in data science, business analytics, statistics, computer science, or a related field (STEM).
- Technical Skills: Proficiency in data visualization tools, SQL, and data warehousing solutions, with knowledge of ETL processes and familiarity with cloud data platforms.
- Analytical Skills: Strong analytical abilities and a strategic mindset, with proven experience in translating data into actionable business insights.
- Leadership & Communication: Excellent leadership, communication, and presentation skills, with the ability to communicate complex information clearly to both technical and non-technical stakeholders.
- Mission-driven, fast-paced, and entrepreneurial environment.
- Competitive salary and equity package.
- A collaborative and flat company culture.
- Remote-first work arrangement with occasional in-person collaboration.
- Fully paid health insurance benefit.
- Paid vacation days, sick leave, and bereavement leave.
- Fully paid parental leave.
- Company-matched pension benefit.
- Annual professional development budget.
Financial Services Operations Architect
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Job Description
We are seeking an accomplished ServiceNow Technical Architect to lead large-scale transformations, drive platform strategy, and ensure alignment with regulatory and business priorities.
- Design and implement FSO-aligned digital workflows on the ServiceNow platform tailored for Banking and Capital Markets clients.
- Provide strategic architectural direction for ServiceNow integrations with core banking, ERP, and cloud platforms.
- Define enterprise-wide ServiceNow architecture, governance, and development standards to ensure scalability, security, and compliance.
This role involves working with cross-functional teams to design and automate business processes across IT, risk, security, and operations functions. The ideal candidate will be FSO certified and have a proven track record of implementing FSO-aligned architectures and processes using the ServiceNow platform.
- 8+ years of hands-on ServiceNow architecture and implementation experience.
- FSO certification (SAP, Oracle, or equivalent) with strong understanding of financial services operations.
- Demonstrated experience in delivering ServiceNow solutions to Banking and Capital Markets clients.
- Expertise in ServiceNow modules including ITSM, IRM/GRC, CMDB, ITOM, SecOps, and custom scoped apps.
- Serve as the primary technical lead in ServiceNow delivery for BCM clients, including planning, stakeholder engagement, solution design, and quality assurance.
- Lead ServiceNow roadmap planning, innovation, and platform expansion based on evolving client needs.
This is a remote contract position with 6 months duration, with high possibility of extension or conversion into Full Time. We offer excellent client-facing communication and leadership skills opportunities.