Financial Services Associate
Posted 16 days ago
Job Viewed
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 :
Senior Auditor - Financial Services
Posted 15 days ago
Job Viewed
Job Description
Key Responsibilities:
- Plan and manage financial statement audits for clients in the banking, insurance, NBFC, and capital markets sectors.
- Supervise, train, and mentor audit associates and assistants on engagements.
- Assess client internal control systems and perform risk assessments to identify areas of potential concern.
- Execute audit procedures, including testing of financial transactions, account balances, and disclosures.
- Review and analyze financial statements, ensuring accuracy and compliance with relevant accounting frameworks.
- Communicate audit findings, recommendations, and potential risks to clients and engagement managers.
- Prepare clear, concise, and accurate audit reports and management letters.
- Stay current with changes in accounting standards, auditing pronouncements, and relevant regulations.
- Develop strong client relationships and act as a key point of contact for audit matters.
- Contribute to the development and improvement of audit methodologies and tools.
- Qualified Chartered Accountant (CA) with relevant experience, or equivalent professional accounting designation.
- Minimum of 4-6 years of progressive experience in public accounting, with a significant focus on financial services clients.
- In-depth knowledge of auditing standards, accounting principles (Ind AS, IFRS), and regulatory requirements applicable to financial institutions.
- Proven experience in planning, executing, and concluding financial statement audits.
- Strong understanding of internal control frameworks (e.g., COSO) and risk-based auditing.
- Excellent analytical, problem-solving, and critical-thinking abilities.
- Proficiency in audit software and Microsoft Office Suite (especially Excel).
- Exceptional written and verbal communication skills, with the ability to articulate complex issues effectively.
- Demonstrated leadership potential and experience supervising teams.
- Ability to manage multiple engagements simultaneously and meet deadlines.
Trainer - Banking & Financial Services
Posted 1 day 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 -
Trainer - Banking & Financial Services
Posted 1 day 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 -
Trainer - Banking & Financial Services
Posted 1 day 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 -
Trainer - Banking & Financial Services
Posted 1 day 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 -
Associate Director - Financial Services
Posted 5 days ago
Job Viewed
Job Description
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Associate - Mumbai - Assurance (Financial Services)
Posted 1 day ago
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Job Description
About Company:
BDO India LLP is the India member firm of BDO International. BDO India offers strategic, operational, accounting, tax & regulatory advisory and assistance for both domestic and international organisations across a range of industries. We are led by more than 250 Partners & Directors with a team of over 9000 professionals operating across 12 cities – Ahmedabad, Bengaluru, Chandigarh, Chennai, Coimbatore, Hyderabad, Goa, Kochi, Kolkata, Mumbai, New Delhi – Gurugram and Pune. We take pride in our service portfolio on the backing of a rich blend of experience and expertise, bringing to fore a work culture that is both client-centric and knowledge driven. Our focus on delivering exceptional client service is backed by a partner driven approach to offer tailor-made solutions ensuring quality excellence & time efficiencies.
Responsibilities
- Strong article ship experience of 0 to 1 year in Assurance Services or in a similar environment of Banking / FS Sectors (Assurance and Accounting firms)
- Execution of client engagements - Ensuring quality delivery as per client requirements.
- Understanding business & industry issues / trends.
- Ensuring timely delivery of working papers as per the defined methodology
- Ensuring compliance with engagement plans, internal quality & risk management procedures.
- Be willing to travel within India or abroad
Qualifications
- CA Qualified (May 25)
- Strong communication and interpersonal skills
Director of Operations - Financial Services
Posted 1 day ago
Job Viewed
Job Description
Responsibilities:
- Develop and implement strategic operational plans aligned with the company's overall business objectives.
- Oversee and manage all core operational functions, including client onboarding, trade settlement, fund administration, compliance, and customer support.
- Drive continuous improvement initiatives to optimize operational processes, enhance efficiency, and reduce costs.
- Ensure strict adherence to all regulatory requirements and industry best practices within the financial services domain.
- Manage and mentor a large team of operational staff, fostering a high-performance culture and professional development.
- Develop and maintain strong relationships with internal stakeholders, external partners, and regulators.
- Implement and manage robust risk management frameworks and disaster recovery plans.
- Oversee the selection, implementation, and utilization of technology solutions to support operational functions.
- Monitor key performance indicators (KPIs) and operational metrics, providing regular reports to senior management.
- Lead change management initiatives to ensure smooth transitions during process or system updates.
- Champion a culture of compliance, integrity, and customer-centricity throughout the operations department.
Qualifications:
- Master's degree in Business Administration, Finance, Operations Management, or a related field.
- 10+ years of progressive experience in operations management within the financial services industry (banking, investment management, fintech).
- Demonstrated success in leading large operational teams and driving significant process improvements.
- In-depth knowledge of financial regulations (e.g., SEBI, RBI guidelines) and compliance frameworks.
- Strong understanding of operational risk management principles.
- Proven experience in strategic planning and execution.
- Excellent leadership, communication, and interpersonal skills.
- Proficiency in financial operations software and systems.
- Strong analytical and problem-solving abilities.
- Ability to manage complex projects and multiple priorities in a dynamic environment.
This is an exceptional opportunity for a seasoned operations leader to make a substantial impact on a leading financial services firm.
Senior Strategy Consultant - Financial Services
Posted 3 days ago
Job Viewed
Job Description
Key Responsibilities:
- Lead and manage client engagements, providing strategic advice to financial institutions across banking, insurance, and capital markets.
- Conduct in-depth market research, competitive analysis, and financial modeling to inform strategic recommendations.
- Develop comprehensive strategic plans, including market entry strategies, product development roadmaps, and operational efficiency improvements.
- Advise clients on digital transformation, regulatory compliance, risk management, and customer experience enhancement.
- Facilitate workshops and client meetings to gather insights, present findings, and build consensus.
- Manage project teams, ensuring the delivery of high-quality deliverables on time and within budget.
- Build and maintain strong, trusted relationships with senior executives and key stakeholders at client organizations.
- Stay current with industry trends, regulatory changes, and technological advancements impacting the financial services sector.
- Contribute to the firm's intellectual capital through thought leadership, best practice development, and case study creation.
- Mentor and coach junior consultants, fostering their professional growth and development.
- Prepare and deliver compelling presentations and reports to client leadership.
- MBA or Master's degree in Finance, Economics, Business, or a related field.
- Minimum of 7 years of experience in management consulting or a strategic role within the financial services industry.
- Proven track record of successfully leading complex strategic projects for financial institutions.
- Deep understanding of banking, insurance, or capital markets, including regulatory frameworks (e.g., Basel III, Solvency II).
- Exceptional analytical, quantitative, and problem-solving skills.
- Strong project management capabilities and experience leading diverse teams.
- Excellent communication, presentation, and interpersonal skills, with the ability to influence senior stakeholders.
- Experience in developing business cases, financial models, and ROI analyses.
- Ability to work autonomously and manage multiple client engagements effectively in a fully remote environment.
- Demonstrated ability to build strong client relationships and act as a trusted advisor.