57 Financial Institutions jobs in Bengaluru

Job Role:

1. Drive life insurance sales through partner bank branches

2. Build & maintain strong bank staff relationships

3. Convert bank leads & walk-ins into sales

4. Achieve monthly business & revenue targets

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.

**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

• Be responsible for business development efforts - response to RFXs and presales support Collaborate with different teams for RFPs and provide AI-driven solutions
• Develop thought leadership Point of Views, demos, use cases, collaterals to support Design end to end artificial intelligent solutions
• Hands-on experience with any of the analytical tools (R, Python, Tableau, PowerBI etc.)
• Strong experience in Banking and Financial services domain
• Experience with database systems (e.g. SQL, NoSQL) and data modeling
• Good understanding of data engineering principles and technologies (e.g. ETL, data pipelines, data warehousing).

Contact Person - Ramya V

Email -

Job ID: 39951

Location: Bangalore, IN

Area of interest: Business Support, Management & Efficiency

Job type: Regular Employee

Work style: Office Working

Opening date: 18 Sept 2025

Job Summary

• Join our dynamic Financial Services Supply Chain Management (SCM) team as we focus on optimizing Brokerage, Clearing, and Exchange (BCE) fees. This exciting opportunity involves leveraging your subject matter expertise to drive thought leadership and identify optimization opportunities, from initial identification through to execution. You will also play a pivotal role in enhancing our business Management Information systems to improve transparency.

• As part of the Financial Services team, you will collaborate closely with the Global Category Lead to achieve Fit For Growth (FFG) savings targets by the end of 2026. A key aspect of this role will be embedding the Financial Services operating model to ensure sustained operational efficiency and cost discipline of BCE fees beyond the FFG timeframe.

• If you are passionate about financial services and have a proven track record in BCE fee optimization, we invite you to apply and contribute to our mission of achieving long-term cost efficiency and operational excellence.

Key Responsibilities

Strategy

• Collaborate with the Financial Services Category lead to develop, implement, and execute the strategy for management of the banks BCE vendors.
• Building out the new Financial Services capability developing target operating model and the ways of working/governance forums that will be required to effectively manage spend and stakeholders.
• Execution of the banks FFG expense reduction targets by end of 2026
• Identifying optimisation opportunities & working with trading, sales & clients to execute.
• Develop Sales and Trading Management Information to provide trading & sales the analytics to understand the key BC&E drivers, associated costs & potential optimisation opportunities.

Business

• Develop strong business relationships across all stakeholders to aid the successful implementation.
• Work with the Operations and Finance teams to define the strategic states to support best in class processing and Management Information generation.

Processes

• The day-to-day requires excellent data management skills, the ability to maintain/automate processes.
• The ability to drill down into detail and prepare clear memos to Senior Stakeholders.
• Excellent analytical or problem-solving skills.
• Partner with Outsourced providers to deliver best in class operations.

People & Talent

• Build relationships across business/functions to deliver the programme outcomes.
• Role model the Bank's Valued Behaviours always

Risk Management

• Proven ability to identify and implement mitigating controls in the BCE.

Governance

• Engage and build strong relationships with key internal stakeholders, including IT, finance, risk, compliance, and senior management, to ensure alignment of the transformation with the bank's broader objectives and regulatory frameworks.

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group's Values and Code of Conduct
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

• Global Category Lead, SCM
• Global Sales and Trading
• Global CIB COO organization
• CIB Market Infrastructure Function
• Finance and Operations Divisions
• External vendors

Skills and Experience

• Problem Solving
• Business Analytics
• Industry Knowledge
• Cross-Functional Collaboration
• System & Technology Integration

Qualifications

Education

• Bachelor's or Master's degree, in Business Administration, Engineering, Finance, or other relevant field.

Experience

• A minimum of 5 years of experience in Financial Services or procurement related field.
• Experience of negotiating commercial agreements
• Understanding of Investment Banking products, market infrastructure, trading environment and trade lifecycle & front-to-back flows.
• Producing business requirements specifications and performing complex analytics
• Scripting (SQL/ Python)
• Data analytic tools such as Tableau, Power BI etc.
• Self-motivator with proven track record of demonstrating ownership and ability to prioritise work under pressure

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

We're Hiring:
Corporate Trainer – Financial Services & BPO Operations

Location:
Bengaluru |
Full-Time

We are seeking a
dynamic Corporate Trainer
with
3+ years of experience
to deliver our
Certification Program in Financial Services – Operations & Sales (215 hours)
. The role focuses on
training aspiring professionals
in
Banking, Financial Services, and BPO domains
through
interactive, practical, and scenario-based learning
.

What You'll Do

• Deliver engaging training on
  Indian Banking & Financial Sector, BPO operations, and Sales processes
• Simplify complex concepts like
  financial products, digital payments, KYC/AML, grievance redressal
• Facilitate
  mock calls, role plays, and project-based learning
• Train learners on
  customer service excellence
  and
  basic accounting concepts
• Evaluate learner progress and provide
  constructive feedback

What We're Looking For

• 3+ years' experience
  as a Corporate Trainer in
  BFSI or BPO/ITES industry
• Strong knowledge of
  banking operations, financial products, CRM processes
• Excellent
  communication and facilitation skills
• Graduate in
  Commerce, Finance, or Business Administration
• (Preferred)
  Train-the-Trainer certification
  / prior
  BFSI or BPO work experience

Why Join Us?

If you're
passionate about shaping future talent
in BFSI & BPO operations and enjoy creating an
impactful learning experience
, we'd love to connect

Apply Now / DM us for details

Field Finance: Ship to Collect; GCI; Credit and Collections; Disputes; Cash Applications; Billing

Responsible for the completion of defined processes and procedures to deadline, ensuring accuracy, completeness, and compliance with relevant internal and external standards. Identifies anomalies as they arise and uses judgement based on rules and procedures to resolve. For complex issues, may escalate to senior team members.

Accuracy & Attention to Detail;Microsoft Office & PC Skills;Numerical Skills;Team Working Skills;Written & Verbal Communication Skills

FedEx was built on a philosophy that puts people first, one we take seriously. We are an equal opportunity/affirmative action employer and we are committed to a diverse, equitable, and inclusive workforce in which we enforce fair treatment, and provide growth opportunities for everyone.

All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, pregnancy (including childbirth or a related medical condition), physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.

FedEx is one of the world's largest express transportation companies and has consistently been selected as one of the top 10 World's Most Admired Companies by "Fortune" magazine. Every day FedEx delivers for its customers with transportation and business solutions, serving more than 220 countries and territories around the globe. We can serve this global network due to our outstanding team of FedEx team members, who are tasked with making every FedEx experience outstanding.

The People-Service-Profit philosophy (P-S-P) describes the principles that govern every FedEx decision, policy, or activity. FedEx takes care of our people; they, in turn, deliver the impeccable service demanded by our customers, who reward us with the profitability necessary to secure our future. The essential element in making the People-Service-Profit philosophy such a positive force for the company is where we close the circle, and return these profits back into the business, and invest back in our people. Our success in the industry is attributed to our people. Through our P-S-P philosophy, we have a work environment that encourages team members to be innovative in delivering the highest possible quality of service to our customers. We care for their well-being, and value their contributions to the company.

Our culture is important for many reasons, and we intentionally bring it to life through our behaviors, actions, and activities in every part of the world. The FedEx culture and values have been a cornerstone of our success and growth since we began in the early 1970's. While other companies can copy our systems, infrastructure, and processes, our culture makes us unique and is often a differentiating factor as we compete and grow in today's global marketplace.

Field Finance: Ship to Collect; GCI; Credit and Collections; Disputes; Cash Applications; Billing

What will you do:

• Manage financial operations including Ship to Collect, GCI, Credit & Collections, Disputes, Cash Applications, and Billing, ensuring timely and accurate execution in line with company policies.
• Complete defined financial procedures within set deadlines, maintaining accuracy, completeness, and compliance with internal controls and external regulatory standards.
• Identify anomalies in transactional activities and apply judgment based on established rules and procedures to resolve routine issues; escalate complex cases to senior team members when necessary.
• Collaborate with internal teams and external customers to resolve financial queries, disputes, and collection matters, ensuring a high level of service and satisfaction.
• Maintain thorough documentation of financial transactions and resolutions, and contribute to process improvements by identifying inefficiencies and recommending enhancements.

You will be a great fit if you:

• Have relevant experience in Finance, AP for atleast 4 to 5 years of experience.
• Accuracy & Attention to Detail;
• Microsoft Office & PC Skills;
• Numerical Skills;
• Team Working Skills;
• Written & Verbal Communication Skills

Accuracy & Attention to Detail;Microsoft Office & PC Skills;Numerical Skills;Team Working Skills;Written & Verbal Communication Skills

FedEx was built on a philosophy that puts people first, one we take seriously. We are an equal opportunity/affirmative action employer and we are committed to a diverse, equitable, and inclusive workforce in which we enforce fair treatment, and provide growth opportunities for everyone.

All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, pregnancy (including childbirth or a related medical condition), physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.

FedEx is one of the world's largest express transportation companies and has consistently been selected as one of the top 10 World’s Most Admired Companies by "Fortune" magazine. Every day FedEx delivers for its customers with transportation and business solutions, serving more than 220 countries and territories around the globe. We can serve this global network due to our outstanding team of FedEx team members, who are tasked with making every FedEx experience outstanding.

The People-Service-Profit philosophy (P-S-P) describes the principles that govern every FedEx decision, policy, or activity. FedEx takes care of our people; they, in turn, deliver the impeccable service demanded by our customers, who reward us with the profitability necessary to secure our future. The essential element in making the People-Service-Profit philosophy such a positive force for the company is where we close the circle, and return these profits back into the business, and invest back in our people. Our success in the industry is attributed to our people. Through our P-S-P philosophy, we have a work environment that encourages team members to be innovative in delivering the highest possible quality of service to our customers. We care for their well-being, and value their contributions to the company.

Our culture is important for many reasons, and we intentionally bring it to life through our behaviors, actions, and activities in every part of the world. The FedEx culture and values have been a cornerstone of our success and growth since we began in the early 1970’s. While other companies can copy our systems, infrastructure, and processes, our culture makes us unique and is often a differentiating factor as we compete and grow in today’s global marketplace.