1,566 Financial Services jobs in India

Accounts Receivable Specialists utilize data analytics and financial systems to process payments efficiently. They resolve discrepancies and communicate effectively with various stakeholders.

• Provide assistance to customers regarding payment arrangements
• Communicate with audiences regarding charges, payments, credits, or balances
• Monitor payment schedules when notified of changed orders
• Respond to customer and field requests for payment methods

• Experience with Salesforce CRM, CPQ, and Billing is highly desirable
• Prior knowledge of Microsoft Office Applications and basic math skills are essential
• College experience in accounting or business administration is preferred
• At least 3 years of account management or payment processing experience is required

Additional Information: This role requires a high level of organizational skill and attention to detail.

Ready to lead the fintech revolution and bridge the gap between innovation and real clients? We're an international team building an AI platform for financial analytics and trading, shaking up the game in Asia, Europe, and the USA. If you love fintech, communication, and want to captain your own officethis is your ticket to the future!

How It Works?

• First Month: Get $1000 to kick things offcover trips, time, ordering promo materials, finding an office, and setting up social media. This is our chance to see your energy and for you to dive into our platform.
• Post-Launch: Fixed base salary of $000 per month (with growth as we scalewe invest in your wins!).
• Prep Phase: Immerse yourself in our AI platform, master the client engagement scripts, and get ready to inspire clients on our mission: making finance smarter and more accessible.

Earning PotentialClient Engagement Bonuses Earn extra on top of your base through our program:

• Tier 1: 8% of client contracts
• Tier 2: 2.5% of contracts
• Tier 3: 1.5% of contracts
• Tier 4: 1% of contracts
• Tier 5: 0.5% of contracts

Example: A client walks into your office, you guide them through a consultation, they sign up for 10,000and you pocket 8%, that's 800. As your client network grows, so does your incometo the moon!

What's on Deck?

• Run the office like it's yours: from launch to daily opsit's all in your hands.
• Guide clients through our AI platform: analytics, trading, data magic.
• Host in-person meetings at the office and online consults via Zoom.
• Hand out promo materials so everyone knows about usfrom flyers to cool merch.
• Attract new fintech fans to innovations that change lives.

Who We're Looking For?

• Passion for fintech and cutting-edge solutionsyou're all in!
• Top-notch communication, results-driven vibe, and the chops to solo-run an office.
• Bonus: Sales or client service experienceshare how you closed your dream deal!

Conditions That Inspire

• Base: From 1000/month starting month one (plus growth!).
• Bonuses: Up to 8% on contractsno cap.
• Location: Full-time office-based in your country (Asia, Europe, or USA)your city, your office.
• tg danielradutak

Branch Manager is responsible for overseeing all aspects of branch operations, including sales, customer service, and staff management, while ensuring compliance with bank policies and regulations. They drive business growth by identifying opportunities for upselling, cross-selling, and expanding the bank's products and services. They also focus on building and maintaining strong customer relationships, creating a positive and customer-centric environment within the branch.

Here's a more detailed breakdown:

Key Responsibilities:

• Sales and Business Development:
• Driving revenue generation through sales of various banking products and services.
• Identifying and capitalizing on cross-selling and upselling opportunities.
• Acquiring new customers and deepening relationships with existing ones.
• Meeting and exceeding sales targets for liabilities, retail assets, and other banking products.
• Customer Relationship Management:
• Providing excellent customer service and ensuring customer satisfaction.
• Handling customer inquiries and resolving issues effectively.
• Building and maintaining strong relationships with both retail and corporate clients.
• Branch Operations and Management:
• Managing the daily operations of the branch, ensuring smooth and efficient functioning.
• Overseeing staff performance, providing guidance, and conducting performance reviews.
• Ensuring compliance with bank policies, procedures, and regulatory guidelines.
• Managing branch resources, including staff, finances, and physical infrastructure.
• Team Leadership:
• Motivating and inspiring the branch team to achieve business goals.
• Providing coaching and mentorship to branch staff.
• Fostering a positive and collaborative work environment.
• Risk Management and Compliance:
• Ensuring adherence to all relevant banking regulations and internal policies.
• Identifying and mitigating potential risks associated with branch operations.
• Maintaining the safety and security of bank and customer assets.

Skills and Qualifications:

• Strong sales and business development skills.
• Excellent

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.

FinBank, the neobank and fintech division of JAYSKAY Financial Services, is on a mission of "Digital Banking for All." With cutting-edge technological innovations, we cater to the diverse financial needs of retail customers and MSMEs. Our focus is on providing secure, efficient, and inclusive financial services, customized to improve coverage, accessibility, and customer satisfaction. Operating from the customer's perspective, we offer diverse asset allocation options and tailored wealth management services to meet varying financial conditions, risk tolerance, and investment needs.

This is a full-time hybrid role for a Branch Manager located in Chennai, with some work-from-home flexibility. The Branch Manager will oversee daily branch operations, manage staff, ensure customer satisfaction, and drive branch performance. Primary responsibilities include developing business strategies, achieving branch targets, monitoring compliance with regulations, and handling customer queries and complaints. The Branch Manager will also be responsible for staff training and development, financial reporting, and fostering a positive work environment.

• Experience in branch operations, business strategy development, and staff management
• Strong understanding of financial products, wealth management, and asset allocation
• Proficiency in compliance, regulatory requirements, and risk management
• Excellent customer service, communication, and interpersonal skills
• Leadership and team-building capabilities
• Bachelor's degree in Finance, Business Administration, or a related field
• Experience in the banking or fintech industry is a plus

HCLTECH Walk-in Drive Banking & Finance 30th September 2025

Walk-in Drive Details:

Location: HCL Technologies Ltd, ETA 3, No 33, Block 1, Sandhya Infocity, OMR, Rajiv Gandhi Salai, Navalur, Chennai

Date: 30th September 2025

⏰ Time: 10:00 AM - 3:00 PM

Contact HR : Sanjay

Role: Payments

Experience : 2 to 6 years

Skills

• Minimum 2 years of experience in payments domain.
• Knowledge on outstanding items to determine if payment was made in order to reconcile or make any necessary adjustments to items.
• Knowledge on Recall, Returns, UTA, BCNR, Charges, Amendments, Rate Adjustments & Aged.
• Knowledge on Inwards Payments, Outward Payments, SEPA & FAR
• Knowledge on Swift Messages 103, 196, 199, 999, 202, 202Cov etc.

Role:Transformation

Job highlights

Collaborate with stakeholders for requirement gathering, translating business problems into technical requirement and implement automation utilities.

Expert in Visual Basic, SQL, Power BI, Excel Automation and hands on experience in Excel functions and formulas.

Experience: 1 – 5 Years

Key Skills

Query Optimization, Business Intelligence, RPA, LCA, MS SQL, Power BI, Big Data, Data Visualization, SQL Server, Visual Bacis, UI Path, Automation Anywhere and Excel Formulas.

Job Description

• Developing the utility tools independently on MS Access and MS Excel platforms.
• Strong Knowledge of Tool Development, End to End Automation and Tool Quality assurance best practices and methodologies.
• Strong Knowledge of MS applications (Excel, Access, PowerPoint, Word, Outlook).
• Strong understanding of different platform tool development and automated tools.
• Strong analytical skills and experience with implementation and administration of Tool quality assurance metrics.
• Automation development knowledge with VBA & SQL.
• Familiar with Excel Functions, Formula, Form Creation.
• Ability to design and build MI reports and dashboards that present accurate MI that is simple and easy to understand
• Works with projects, operations, and technical teams to understand processes and underlying requirement at very granular level to build utility delivery to meet and exceed requirements
• Strong attention to detail and ability to create sustainable automated processes
• Builds in preventative and detective controls to manage risk to accuracy and timeliness of MI developments
• Strong excel skills including VBA, pivots, charts
• Strong Microsoft power BI (or equivalent) and PowerPoint skills
• Strong data ETL and manipulation skills
• Strong SQL and SQL server skills
• Ability to access and extract data from various source systems to transform, manipulate, analyze and Organised and able to meet tight deadlines
• Strong documentation skills to ensure processes are robustly maintained and data is kept up to date
• Works with technical teams to quickly resolve data load issues and get to root cause fixes to prevent recurrence
• Ability to develop sustainable automated solutions that require little or no manual intervention

Company Description

USAIndiaCFO is a leading financial services group in India, servicing corporations, HNIs, and retail investors in the US and India. Our team of experienced professionals, including CAs, CPAs, CSs, lawyers, and management experts, helps clients navigate international tax filings, tax matters, FATCA compliance, and double tax issues. We offer services such as an IRS Certified Acceptance Agent, Company Incorporation in the USA, obtaining an ITIN, and Global VCFO Partners. Our goal is to provide tailored support to meet the specific needs of each business.

Role Description

This is a full-time on-site role as a Graduate at USAIndiaCFO, located in Mumbai. The role involves assisting senior professionals with daily operations, conducting financial analysis, preparing reports, and supporting various financial and administrative tasks. The candidate will be actively involved in client communications and inquiry response, ensuring timely and efficient service delivery.

Qualifications

• Excellent communication and client handling skills
• Proficiency in Microsoft Office, especially Excel
• Ability to work independently and as part of a team
• Graduates with a degree in Finance, Accounting, or related fields

Why join us?

Work with global clients, tackle multi-state tax and payroll challenges, and collaborate with experienced CAs, CPAs, and legal professionals. Our technology-driven approach ensures exposure to modern accounting tools like QuickBooks and Xero. With strong growth opportunities, a supportive work environment

HIRING FOR Business Development Executive

Location -Andheri East, Mumbai

CTC - Upto 4 LPA +Incentive

Experience - Min 6 months to 2 years required in Mutual Funds sales

Job Description: We are seeking a dynamic Business development Executive

to support and manage our network of Direct Selling Agents (DSAs) engaged

in mutual fund & other wealth distribution. The ideal candidate will be

responsible for ensuring smooth operational flow, resolving service issues,

and delivering tech-enabled support to enhance partner experience and thus

ensuring business outcomes by activating our existing DSA’s.

Key Responsibilities:

- Act as the primary Relationship Manager for DSAs distributing mutual funds.

- Provide tech-enabled assistance for transaction processing, reporting, and

compliance-related activities.

- Proactively resolve service-related queries to ensure uninterrupted DSA

operations.

- Conduct training sessions for DSAs on digital tools, mutual fund platforms,

and workflow optimization.

- Coordinating & activating DSA’s and lesioning with internal teams to handle

escalations and provide timely updates.

- Monitor DSA performance and deliver data-driven insights to help improve

productivity and mutual fund or wealth business of the company.

Required Skills & Qualifications:

- Minimum 2 years of experience in mutual fund operations, client servicing, or

financial product distribution.

OR

Fresher, Graduated from BBI stream

- Solid understanding of mutual fund processes, platforms, and compliance

regulations.

- Excellent communication and relationship management skills.

- Ability to analyze performance data and derive actionable insights.

- Proficiency in using digital tools, CRM platforms, and reporting systems

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