Operations Manager - Financial Services
Posted 8 days ago
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Job Description
Key Responsibilities:
- Oversee and manage day-to-day operational activities, including client onboarding, transaction processing, and back-office functions.
- Develop, implement, and refine operational policies and procedures to enhance efficiency, accuracy, and compliance.
- Manage and mentor a team of operational staff, fostering a culture of high performance, accountability, and continuous improvement.
- Monitor key performance indicators (KPIs) and operational metrics, identifying areas for improvement and implementing corrective actions.
- Ensure strict adherence to all regulatory requirements, internal policies, and industry best practices.
- Collaborate with other departments, including IT, Compliance, and Client Services, to ensure seamless operational integration and support.
- Identify opportunities for process automation and technology adoption to improve operational effectiveness.
- Manage vendor relationships and service level agreements where applicable.
- Conduct regular risk assessments and implement appropriate controls to mitigate operational risks.
- Contribute to strategic planning and decision-making related to operational infrastructure and scalability.
- Prepare regular operational reports for senior management.
- Bachelor's degree in Business Administration, Finance, Operations Management, or a related field. A Master's degree or relevant professional certification is a plus.
- Minimum of 6 years of experience in operations management, preferably within the financial services industry (e.g., banking, investment management, fintech).
- Proven experience in process improvement, workflow optimization, and change management.
- Strong understanding of financial regulations and compliance requirements relevant to operations.
- Excellent leadership, team management, and motivational skills.
- Proficiency in using operational software and CRM systems.
- Strong analytical and problem-solving abilities with a keen eye for detail.
- Effective communication and interpersonal skills, with the ability to collaborate across different levels of the organization.
- Ability to manage multiple priorities in a fast-paced, hybrid work environment.
- Demonstrated commitment to ethical conduct and operational integrity.
Senior Auditor - Financial Services
Posted 12 days ago
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Graduate Trainee - Financial Services
Posted 17 days ago
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Job Description
Program Highlights:
- Rotational assignments across key business units to gain a broad understanding of financial services operations.
- Participation in detailed training sessions covering financial analysis, market trends, regulatory frameworks, and product knowledge.
- Mentorship from experienced professionals who provide guidance and career advice.
- Involvement in team projects that require problem-solving, strategic thinking, and collaborative effort.
- Exposure to client interactions and understanding of customer relationship management in finance.
- Development of essential professional skills, including communication, presentation, and networking.
- Opportunity to contribute to ongoing business initiatives and research projects.
- A structured pathway towards a potential full-time role within the organization upon successful program completion.
Eligibility Criteria:
- Recent graduates with a Bachelor's or Master's degree in Finance, Economics, Commerce, Business Administration, or a related field from a reputable institution.
- Strong academic record with a minimum GPA of 3.0 or equivalent.
- Demonstrated interest and aptitude for the financial services industry.
- Excellent analytical, quantitative, and problem-solving skills.
- Effective communication and interpersonal skills.
- Ability to work collaboratively in a team environment and adapt to fast-paced settings.
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Candidates must be based in or willing to relocate to **Ahmedabad, Gujarat, IN** for the duration of the internship.
- Eagerness to learn and a proactive attitude.
Trainer - Banking & Financial Services
Posted 3 days ago
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Job Description
Company Description
Talent Skillsvarsity is a Skills and Education company specializing in financial markets domain. It is a SEBI SMART organization and works closely with Students, Universities, Governments, Regulatory bodies, Stock Exchanges, Corporates and other global agencies. Founded by experts from the BFSI industry, we bring skills in sourcing, skilling and helping early employees to transit to a workplace. And also help corporates upskill and reskill employees.
Check us more at :
Role Description
We are looking for dynamic and committed Financial Literacy Trainers to deliver engaging and impactful financial education sessions under BFSI (Banking, Financial Services, and Insurance) skill development initiatives. The trainer will be responsible for conducting financial awareness sessions, guiding participants on essential financial concepts, and improving their understanding of basic banking, savings, investments, credit, insurance, and digital finance.
This is a project specific position and part time, remote to be based in Uttarakhand. The position is ideal for freelance trainers, trainers looking for short term assignments and for candidates willing to travel within the state.
Key Responsibilities:
- Deliver financial literacy training sessions to target groups including youth, women, rural populations, SHGs, and unbanked segments as per project curriculum.
- Train participants on:
- Basics of Banking & Financial Services
- Savings, Budgeting, and Financial Planning
- Insurance and Risk Protection
- Credit & Debt Management
- Government Financial Schemes (e.g., PMJDY, PMJJBY, PMSBY)
- Digital Banking, UPI, Mobile Wallets, and Cyber Security
- Ensure training delivery meets project quality standards, timelines, and outcomes.
- Maintain session attendance, feedback, and training records as per reporting requirements.
- Motivate and encourage learners to adopt formal financial practices and access financial services.
- Liaise with local stakeholders including banks, SHGs, panchayats, and community leaders for mobilization and outreach.
Candidate Profile:
- Education:
- Graduate in any discipline (preferably in Commerce, Economics, Social Work). Certification in Financial Literacy, BFSI, or NISM/NABARD modules is desirable.
- Experience:
- 1–5 years in training or community outreach roles, preferably in financial inclusion, SHG training, or BFSI skill projects.
- Skills Required:
- Good communication skills in local/regional language
- Basic understanding of BFSI products and services
- Ability to connect with grassroots-level participants
- Familiarity with digital financial tools and mobile banking
- Documentation and basic reporting skills
Other Requirements:
- Willingness to travel to project locations and conduct field sessions.
- Prior experience with NSDC/CSR/State Govt. skill projects preferred.
- Retired Bankers, Practising CA’s, Teachers, etc are encouraged to apply
Remuneration:
Based on experience, location, and project norms.
Interested candidates may fill in the following application form.
Faculty Application Form -
Trainer - Banking & Financial Services
Posted 3 days ago
Job Viewed
Job Description
Company Description
Talent Skillsvarsity is a Skills and Education company specializing in financial markets domain. It is a SEBI SMART organization and works closely with Students, Universities, Governments, Regulatory bodies, Stock Exchanges, Corporates and other global agencies. Founded by experts from the BFSI industry, we bring skills in sourcing, skilling and helping early employees to transit to a workplace. And also help corporates upskill and reskill employees.
Check us more at :
Role Description
We are looking for dynamic and committed Financial Literacy Trainers to deliver engaging and impactful financial education sessions under BFSI (Banking, Financial Services, and Insurance) skill development initiatives. The trainer will be responsible for conducting financial awareness sessions, guiding participants on essential financial concepts, and improving their understanding of basic banking, savings, investments, credit, insurance, and digital finance.
This is a project specific position and part time, remote to be based in Uttarakhand. The position is ideal for freelance trainers, trainers looking for short term assignments and for candidates willing to travel within the state.
Key Responsibilities:
- Deliver financial literacy training sessions to target groups including youth, women, rural populations, SHGs, and unbanked segments as per project curriculum.
- Train participants on:
- Basics of Banking & Financial Services
- Savings, Budgeting, and Financial Planning
- Insurance and Risk Protection
- Credit & Debt Management
- Government Financial Schemes (e.g., PMJDY, PMJJBY, PMSBY)
- Digital Banking, UPI, Mobile Wallets, and Cyber Security
- Ensure training delivery meets project quality standards, timelines, and outcomes.
- Maintain session attendance, feedback, and training records as per reporting requirements.
- Motivate and encourage learners to adopt formal financial practices and access financial services.
- Liaise with local stakeholders including banks, SHGs, panchayats, and community leaders for mobilization and outreach.
Candidate Profile:
- Education:
- Graduate in any discipline (preferably in Commerce, Economics, Social Work). Certification in Financial Literacy, BFSI, or NISM/NABARD modules is desirable.
- Experience:
- 1–5 years in training or community outreach roles, preferably in financial inclusion, SHG training, or BFSI skill projects.
- Skills Required:
- Good communication skills in local/regional language
- Basic understanding of BFSI products and services
- Ability to connect with grassroots-level participants
- Familiarity with digital financial tools and mobile banking
- Documentation and basic reporting skills
Other Requirements:
- Willingness to travel to project locations and conduct field sessions.
- Prior experience with NSDC/CSR/State Govt. skill projects preferred.
- Retired Bankers, Practising CA’s, Teachers, etc are encouraged to apply
Remuneration:
Based on experience, location, and project norms.
Interested candidates may fill in the following application form.
Faculty Application Form -
Management Consultant - Financial Services Strategy
Posted 17 days ago
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Job Description
Key Responsibilities:
- Lead client engagements focused on strategy development, market entry, digital transformation, operational efficiency, and regulatory compliance within the financial services sector.
- Conduct in-depth market analysis, competitive intelligence, and financial modeling to identify strategic opportunities and threats.
- Develop and articulate compelling strategic recommendations, supported by robust data and insights.
- Facilitate workshops and interviews with senior client executives to gather information and drive consensus.
- Manage project teams, ensuring high-quality deliverables and client satisfaction.
- Oversee the implementation of strategic initiatives, working collaboratively with client stakeholders.
- Stay abreast of industry trends, emerging technologies, and regulatory changes impacting the financial services landscape.
- Build and maintain strong, long-term relationships with key client contacts.
- Contribute to the firm's knowledge base and intellectual capital in financial services.
- MBA or equivalent advanced degree from a top-tier institution.
- Minimum of 6 years of relevant consulting experience, with a significant focus on financial services (banking, insurance, asset management).
- Demonstrated expertise in strategy formulation, digital strategy, risk management, or operational excellence.
- Exceptional analytical, problem-solving, and quantitative skills.
- Superior communication, presentation, and interpersonal skills, with the ability to influence senior stakeholders.
- Proven experience managing complex projects and leading teams.
- Ability to thrive in a fast-paced, demanding, and collaborative environment, balancing office and remote work effectively.
- Deep understanding of the financial services industry and its key drivers.
Senior Risk Analyst - Financial Services
Posted 17 days ago
Job Viewed
Job Description
Responsibilities:
- Develop, implement, and maintain risk management frameworks and policies.
- Conduct comprehensive risk assessments, including market risk, credit risk, operational risk, and liquidity risk.
- Analyze financial data and market trends to identify potential risk exposures.
- Model and forecast potential financial losses under various economic scenarios.
- Design and monitor key risk indicators (KRIs) and key performance indicators (KPIs) related to risk management.
- Prepare detailed risk reports for senior management, regulatory bodies, and other stakeholders.
- Collaborate with different departments to ensure risk management best practices are embedded throughout the organization.
- Stay abreast of regulatory changes and industry best practices in risk management.
- Develop and execute stress testing programs.
- Investigate and report on significant risk events, recommending corrective actions.
- Provide training and guidance to junior analysts on risk assessment methodologies.
- Master's degree in Finance, Economics, Statistics, Mathematics, or a related quantitative field.
- Minimum of 5 years of experience in risk management, preferably within the financial services industry.
- Strong knowledge of financial instruments, markets, and risk management principles.
- Proficiency in statistical modeling and data analysis techniques.
- Experience with risk management software and tools.
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong written and verbal communication skills, with the ability to articulate complex risk issues clearly.
- Detail-oriented with a high level of accuracy.
- Ability to work independently and manage deadlines effectively.
- Professional certifications such as FRM or PRM are a plus.
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Senior Risk Analyst, Financial Services
Posted 17 days ago
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Job Description
Key responsibilities involve monitoring market trends, regulatory changes, and economic conditions that may impact the company's risk profile. You will contribute to the development of risk models and stress testing scenarios to evaluate the company's resilience. This role requires close collaboration with various departments, including underwriting, claims, finance, and compliance, to ensure a holistic approach to risk management. You will also be involved in preparing comprehensive risk reports, presentations, and dashboards for executive review.
The ideal candidate will possess a strong background in risk management, quantitative analysis, and financial modeling, preferably within the insurance or banking industry. Excellent analytical, problem-solving, and critical thinking skills are essential, along with a keen eye for detail. Proficiency in statistical software (e.g., R, Python, SAS) and risk management tools is highly desirable. Strong communication and interpersonal skills are needed to effectively convey complex risk information to both technical and non-technical audiences. A Bachelor's or Master's degree in Finance, Economics, Statistics, or a related quantitative field is required. Relevant professional certifications (e.g., FRM, PRM) are a significant advantage. This position offers a hybrid work model, combining the benefits of remote work with in-office collaboration, situated in **Ahmedabad, Gujarat, IN**. You will be instrumental in safeguarding the company's financial health and strategic objectives.
Customer Service
Posted 18 days ago
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Job Description
We are looking for individuals for Inbound Customer Service Voice, Chat & Email Blended Process.
Roles and responsibilities:
Handling customer queries on Web Chat, E-mails. Educate current and potential customers with product and service information. Maintain accurate customer records. Identify and escalate priority issues to the Team Leader and Ops Team. Actively participate in team meetings.
Salary and shift Timing:
Starting salary for Fresher: 23K + Incentives
Salary for Experience: UPTO 40K + Incentives (Depends On Interview)
Shift time: Rotational
5 Days working (Week off also Rotational)
Customer Service Associate
Posted today
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Job Description
Company Description
Vested Finance makes alternative investments easy by helping individuals diversify into US stocks, global funds, private markets, and more. With Vested Finance's platform, customers can access a variety of investment opportunities and build their portfolios.
Role Description
This is a full-time work-from-office role for a Customer Service Associate located in Gift City, Gandhinagar. The Customer Service Associate will be responsible for handling customer inquiries, providing support, ensuring customer satisfaction, and enhancing the overall customer experience. The role includes addressing customer issues promptly and effectively, as well as maintaining a positive image of the company through excellent service.
Qualifications
- Customer Service, Customer Support, Customer Satisfaction skills
- Strong written and verbal communication and problem-solving abilities
- Ability to work independently and as part of a team
- Experience in a customer-facing role is a plus
- Bachelor's degree or equivalent experience mandatory