4,679 Icici Bank jobs in India
Financial Services Associate
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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 : +91
Manager - Financial Services
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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.
Executive - Financial Services
Posted today
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This should include the primary responsibilities that an individual spends maximum time on. Do consider day to day tasks, short & long term objectives, complexity of tasks, scope of thinking which is required in order to complete tasks, develop concepts or procedures etc.; extent of control, autonomy of decision making.
- Attending Customer Calls
- Maintaining individual stats - Quality & Operational
- Adhering to attendance policy & break schedules within shift
- Adhering to company policies & procedures
**Job title**:
Executive - Financial Services
- **Core work area**
This should include the primary responsibilities that an individual spends maximum time on. Do consider day to day tasks, short & long term objectives, complexity of tasks, scope of thinking which is required in order to complete tasks, develop concepts or procedures etc.; extent of control, autonomy of decision making.
- Attending Customer Calls
- Maintaining individual stats - Quality & Operational
- Adhering to attendance policy & break schedules within shift
- Adhering to company policies & procedures
- **Stakeholders**
**Internal (Ventura India)**
**Who**
**Frequency of Interaction**
**Type of Interaction**
**Team Leader**
**Daily**
**Verbal**
**Clients**
**Who**
**Frequency of Interaction**
**Type of Interaction**
**NA**
**NA**
**NA**
**Vendors**
**Who**
**Frequency of Interaction**
**Type of Interaction**
**NA**
**NA**
**NA**
- **Administrative tasks**
General administration support provided for
- NA
- **Financial Authority**
Financial budgeting and control of, monitoring and reporting of. Consider extent of control, autonomy of decision making.
- NA
**Location**:
Pune
,
India
**Time Type**:
Full time
**Contract Type**:
Permanent
Internal Financial Services
Posted today
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Speciality
- FP&A
Internal revenue & cost planning
budgeting
audits
transfer pricing
Experience - 12+ years
Executive Financial Services
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Correspond with the banks and financial companies and collect the budgeted payouts.
Cultivate customer base and build win-win relationships by providing profitable & secure financial guidance to the customers.
Identify customer needs, explore all options and provide tailor-made financial schemes to the customers and ensure customer satisfaction.
Grow opportunities within the territory in collaboration with the sales team to ensure achievement of staggered retails and conversion of the same within 5 days from the booking date.
To assist the customers by providing special finance packages like Low EMI, Low Down payment, Balloon Schemes, Harvest Schemes, and Step up Schemes based on the requirement.
Act as point of contact between finance companies and customers, verify information and references by contacting the right sources, gather all necessary documentation, investigate inconsistencies, conclude on all applicable financial and non-financial criteria and submit the completed loan files to concerned banks / financial companies for approval.
**Salary**: ₹13,000.00 - ₹20,000.00 per month
**Benefits**:
- Provident Fund
Schedule:
- Day shift
Ability to commute/relocate:
- Race Course, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
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Financial Services Associate
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**Role & 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 company
- Ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
- Communicate the necessary details to the customers for the products being bought by them.
- Ensure the sale is completed through/in line with the defined sales process.
- Coordinate 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 that all documents are properly scanned and there is no mistakes while lead updation in the system.
- Be completely aware of the products being offered by the company and understand competition offerings to be able to handle customer objections.
Relationship Building:
- Manage relationships with HL executives mapped to him/her.
- Maintain good relations with HDFC Limited
- Maintain good relationships with Channel partners & DSA
- Build a relationship with the assigned/sourced customer to create opportunities for various products to full-fill the customer’s financial needs.
**Desired Applicant**
- Knowledge of all products of HDFC and competition
- Ability to sell products and provide required services to customers
- Ability to analyse credit document and derive eligibility
- Ability to handle objections
**Behavorial Competencies**:
- Interpersonal Skills Customer Relationship Management
- Planning Geography Mapping, Sales Management
- Selling Skills Conversions, Handling Customer Objections
**Job Types**: Full-time, Permanent
Pay: ₹231,867.17 - ₹350,000.00 per year
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Fixed shift
- Morning shift
Supplemental pay types:
- Commission pay
- Performance bonus
- Yearly bonus
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
Financial Services Recruiter
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- Minimum of **4 years of recruitment experience in the financial services industry.**:
- Proven track record of client acquisition and relationship building.
- Strong understanding of financial services roles, including banking, investment, insurance, and fintech.
- Excellent verbal and written communication skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently in a remote environment and manage time effectively.
*
- **Responsibilities**:
- Proactively seek new client relationships and understand their hiring needs.
- Manage the recruitment process from job posting to offer negotiation and onboarding.
- Stay updated on industry trends and salary benchmarks.
- Collaborate with the team to enhance recruitment efforts and improve client satisfaction.
Track and report on recruitment metrics for continuous improvement.
Pay: ₹10,000.00 - ₹30,000.00 per month
**Benefits**:
- Paid time off
- Work from home
Schedule:
- Day shift
Supplemental Pay:
- Performance bonus
**Experience**:
- Financial services Recruitment: 2 years (required)
- Recruiting: 4 years (required)
Work Location: Remote
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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**:
Pune
,
India
**Time Type**:
Full time
**Contract Type**:
Permanent
Financial Services Associate
Posted today
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Job Description
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
Supplemental Pay:
- Commission pay
- Performance bonus
- Yearly bonus
**Experience**:
- total work: 1 year (preferred)
Work Location: In person