The financial services sector in India presents numerous career opportunities for skilled professionals. Job seekers can find roles spanning 584 Financial Services jobs in India
0005 finance Associate Ii
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**THE ROLE**
This position will be responsible for a variety of accounting tasks including processing, monthly close activities, accounting reconciliation and financial reporting
**ROLE REQUIREMENT**
Perform data entry into system systems of record (Oracle, SAP, Aries, etc.). Review general ledger for accuracy.
Coordinate with other internal business groups to ensure corrections are completed and communicate root causes for processing improvement purposes
Requires understanding of internal controls such as authorization
Research and resolve transaction related issues and inquiries from franchisees (Accounting Customer Service), operations personnel, accounting, and taxing authorities.
Run standard reports and/or queries utilizing Oracle, Business Objects, Discoverer, FDS, and other 7-Eleven programs as part of the Accounting process. Develop, maintain, and modify spreadsheets for internal and external use.
Analyze results of work to ensure results are reasonable and appropriate
Assist with special projects and implementation of process improvement initiatives as required by tax department management
Cross-train for backup on designated duties of the team and assist with on-boarding and training new employees
Specific Knowledge and Skills
- Bachelors Degree
- 3+ years relevant experience
- Ability to read and understand materials such as instructions, procedural manuals, policies, and written requests
- Basic understanding of Generally Accepted Accounting Principles (GAAP)
- Accounting experience with Fortune 500 clients is a plus
- Individual will demonstrate ability to work independently and prioritize workload
- Excellent customer service skills are essential
- This position requires strong attention to detail combined with critical thinking skills
- Advanced working knowledge and experience in Microsoft Word, Excel, Visio, and PowerPoint
- Intermediate knowledge of Oracle and SAP a plus
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Financial Services
Posted today
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**Role/Functional Area: Sales/Business Development**
**Experience: 0.6 year - 2 years**
**Salary Range: As per industry standard**
**Role and Responsibility**:
- **Business Targets**:Achievement of business targets for all financial products as defined and agreed upon.
- Meet customers to sell all financial products
- Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited
- Influence customers to buy FD who have no prior HDFC Deposit relationship.
- Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
- Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
- Communicate the necessary details to the customers for the products being bought by them.
- Ensure sale is completed through / in line with the defined sales process.
- Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)
- and appropriate open market share for all products (PAR / ULIP / Non Par).
- Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
- Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
- Ensure maximum joint calls with each HL executive mapped.
- Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
- Ensure that all documents are properly scanned and there are no mistakes while lead updating in the system.
- Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
- Be updated with the latest product features to enhance his / her selling abilities
- Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met
- **Relationship Building**:
- Manage relationship with HL executives mapped to him / her.
- Maintain good relations with HDFC Limited
- Maintain good relationship with Channel partners & DSA
- Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customer’s financial needs.
- **Account Management & Servicing**:
- Manage and service the existing customer portfolio.
- Coordinate with the TM / Coordinator / SM for post sales service request form the customers (claims, endorsements, policy copy etc.)
- Timely sharing of updated reports with the customers on products being bought by them.
- Co-ordinate with the customers at the time of renewals.
- **Certification and regulatory compliance**:
- Be compliant towards selling of various products by undergoing the training and certification for IRDA, AMFI etc. towards selling of insurance and any other products
- The FSA has to be conscious and vigilant towards declaration of the customer information. In case FSA feels there is disconnect in the information shared by customer versus his/her observation, they need to crosscheck the information before booking the business.
- Ensure the right quality of business being sourced.
- Must be a graduate from any stream
- Should have minimum 6 months of experience in sales (insurance)
- Open for travelling
**Salary**: ₹20,000.00 - ₹25,000.00 per month
Schedule:
- Day shift
Financial Services Manager
Posted today
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Financial Services Manager
Posted today
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Financial services manager
Posted today
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Manager - Financial Services
Posted today
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JLL empowers you to shape a brighter way .
Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
About the Role :
We are currently seeking a Financial Professional to join one of our client teams.
Our Financial Professional is a collaborative team member supporting core business analysis and metrics for the account. The Finance Associate will support the Client Account Finance Manager with all areas of the finance function of the account, including month-end reporting, budgeting and forecasting, ensuring timely and accurate financial reporting for the Client, Account Management team and to the JLL Corporate Finance Team. If you are a clear communicator, organized with effective time management skills, demonstrating a willingness to learn and adapt, with the highest standards of behavior, collaborative manner, and work ethic then this role is for you.
What this job involves:
Sounds like you? To apply you need:
Location:
Remote –Gurugram, HRScheduled Weekly Hours:
40If this job description resonates with you, we encourage you to apply even if you don’t meet all of the requirements. We’re interested in getting to know you and what you bring to the table!
JLL Privacy Notice
Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL’s recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.
For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.
For additional details please see our career site pages for each country.
For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here.
Jones Lang LaSalle (“JLL”) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may email us at om. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.
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 :
Executive - Financial Services
Posted today
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**Job title**:
Executive - Financial Services
Undertakes basic administrative tasks Ensures that complete documentation is maintained either in electronic or hard copy form. Transmits information or documents to customers, using computer, or mail Accurately captures data and enters it on to the relevant systems -Works within the requirements of data privacy legislation.
**Location**:
India - Mumbai - Vikhroli West
,
India
**Time Type**:
Full time
**Contract Type**:
Permanent
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Financial Services Representative
Posted today
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- **Pitch Credit Financing Program**: Present and promote our credit financing options to existing and potential clients, emphasizing the benefits and value-added services.
- **Client Outreach**: Identify and contact potential buyers, particularly those who could benefit from financing, and arrange meetings or presentations to explain the program.
- **Sales Target Achievement**: Meet or exceed sales targets by converting leads into buyers through effective communication and a consultative sales approach.
- **Customized Financial Solutions**: Understand clients’ specific needs and offer personalized financing solutions that align with their business goals.
- **Build and Maintain Relationships**: Establish strong, long-term relationships with clients, acting as the primary point of contact for credit-related inquiries and support.
- **Collaborate with Internal Teams**: Work closely with the finance, sales, and customer service teams to ensure seamless onboarding and implementation of the credit program for clients.
- **Market Research**: Stay updated on industry trends, competitor offerings, and buyer needs to effectively position our financing program.
- **Reporting**: Provide regular reports on sales performance, client feedback, and market conditions to management.
**Job Types**: Full-time, Permanent
Pay: ₹12,000.00 - ₹35,000.00 per month
Schedule:
- Day shift
Ability to commute/relocate:
- Marine Lines, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)
Application Question(s):
- Have you ever worked with pitching and handling financial products?
- Have you ever worked in an NBFC or a company that dealt with the same
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 3 years (required)
**Location**:
- Marine Lines, Mumbai, Maharashtra (preferred)
Work Location: In person
Financial Services Associate
Posted today
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Job Description
- Meeting up with potential clients.
- Pitching and generating leads for General Insurance/ Home Insurance
- Sales role
- Prior experience in BFSI Sales will be preferred.
**Job Types**: Full-time, Permanent
Pay: ₹180,000.00 - ₹300,000.00 per year
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
Expected Start Date: 15/01/2025