4,009 Icici Bank jobs in India
Executive-Financial services
Posted today
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Company Description
Avery Dennison Corporation (NYSE: AVY) is a global materials science and digital identification solutions company. We are Making Possible products and solutions that help advance the industries we serve, providing branding and information solutions that optimize labor and supply chain efficiency, reduce waste, advance sustainability, circularity and transparency, and better connect brands and consumers. We design and develop labeling and functional materials, radio frequency identification (RFID) inlays and tags, software applications that connect the physical and digital, and offerings that enhance branded packaging and carry or display information that improves the customer experience. Serving industries worldwide — including home and personal care, apparel, general retail, e-commerce, logistics, food and grocery, pharmaceuticals and automotive — we employ approximately 35,000 employees in more than 50 countries. Our reported sales in 2024 were $ billion. Learn more at .
Job Description
Responsibilities:
PO & Non Po invoice processing on a daily basis.
Checks and verifies supplier’s invoices with contracts, obtains approval from respective department managers and accounts on a timely basis.
Coordinate with internal departments for signed agreement copies of HR/Admin, Finance and Marketing suppliers.
Pre-Alert to internal buyers if any agreement expires in the coming 60 days.
Follow up with buyers & warehouse for open PO’s receipts.
Follow up with department users for discrepancies resolution to ensure timely supplier invoice processing.
Timely processing of bills, month end provisions and complete accounting.
Closely work with Suppliers and internal buyers to take invoice copies on time
Support to all departmental team members and to resolve their issues in daily operations.
Provides details & resolves queries coming from Internal and external Audits.
Supplier’s reconciliation to resolve the discrepancies.
Vendor registration document verification.
Monthly Reports / Dashboards / MIS sharing with management on a monthly basis for invoice accounting process.
Qualifications
Requirements -
Minimum 3 years experience in handling Invoice processing.
Experience working in a Shared service organization will be an added advantage.
Good knowledge of accounting and Taxation ( direct/ indirect).
Accounting knowledge of suppliers advance, employees reimbursement,advance and F & F.
Knowledge of Supplier master Creation / Amendment process.
Well versed with Monthly Close activities
Good communication , presentation & interpersonal skills
Task & Time Oriented
Additional Information
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or other protected status. EEOE/M/F/Vet/Disabled. All your information will be kept confidential according to EEO guidelines.
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 : +91
Manager - Financial Services
Posted today
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Job Discription :
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P&L finalization. Variance analysis at month end
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Posting various month end journals (accruals, prepayments etc.)
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Payroll Reconciliation & working capital analysis .
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Stakeholders quarterly calls for discussion of forecast for their respective Cost centers .
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Preparation of month end decks
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Aid in audit (quarterly)
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Aid in forecasting data input, working capital workings, forecast and budgeting .
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Produce consolidated Flash file for Finance team
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First review point for PNL actuals (To be able to articulate reason for in month variances and be able to support decision for posting manual adjustments)
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Mentor for new Finance analysts joining the GSS Function
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Examine all the above financial MIS reports and data closely to check for discrepancies.
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Liaising with the Divisional stakeholders/System Administrators to understand the key variances and produce a monthly report.
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Evaluate / review audit queries, discuss with respective business units and provide resolution.
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Co-ordinating with the Divisional Finance Controller in presenting reports to senior executives, stakeholders, and board members.
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Adhoc analysis required for management.
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Ensure accurate and timely delivery of reports.
Financial Services Associate
Posted today
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Job Description
**(Should have two-wheeler)**
Purpose: The role holder is required to meet his/ her targets through generation of new leads and
managing and building relationship with customers mapped to them in order to cross sell
Financial Services products.
Desired Background : MBA / Graduates with minimum 1 year of experience
KPA & Activities:
1. 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 is no mistakes while lead
updation 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
2. 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.
3. 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.
4. 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.
**Job Types**: Full-time, Permanent
**Salary**: ₹330,000.00 - ₹340,000.00 per year
**Benefits**:
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
- Yearly bonus
**Experience**:
- total work: 1 year (preferred)
License/Certification:
- IRDA (preferred)
- AMFI (preferred)
Ability to Commute:
- New Delhi, Delhi (required)
Ability to Relocate:
- New Delhi, Delhi: Relocate before starting work (required)
Work Location: In person
**Speak with the employer**
+91
Executive - Financial Services
Posted today
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Job Description
**Job title**:
Executive - Financial Services
Profile for Finance India AP only
**Location**:
Mumbai
,
India
**Time Type**:
Full time
**Contract Type**:
Permanent
Financial Services Associate
Posted today
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Job Description
At Tide, we are building a finance platform designed to save small businesses time and money. We provide our members with business accounts and related banking services, but also a comprehensive set of connected administrative solutions from invoicing to accounting.
Launched in 2017, Tide is now used by over **1 million small businesses** across the world and is available to UK, Indian and German SMEs. Headquartered in central London, with offices in Sofia, Hyderabad, Delhi, Berlin and Belgrade, Tide employs over 1,800 employees.
Tide is rapidly growing, expanding into new markets and always looking for passionate and driven people. Join us in our mission to empower small businesses and help them save time and money.
**What we're looking for**:
As a, Financial Services Associate you will be helping businesses all across the UK to become success stories. You'll love talking to people and have an empathetic and proactive nature along with a passion for solving member problems. You will play a crucial part in helping Tide expand by providing round-the-clock support every day of the year.
As part of the financial services team, you will build on the relationship with members who use our products to grow their business further. You will gain valuable insight into their needs as well as recognise opportunities.
**As an Associate Specialist Financial Services agent you'll be**:
- Spotting and noting patterns is second nature to you, and you're always ready to highlight areas that can be improved in terms of product or member experience.
- Juggling priorities to ensure that members get a level 2 support experience means time is of the essence, and detailed product knowledge is vital.
- Getting to grips with brand new features which will streamline payment processing for members and their clients.
- Delivering valuable feedback to Product managers on a consistent basis.
- Exploring data and aiding with reporting to track the performance of products and services.
- Helping demonstrate your values to new team members, supporting them with your wisdom and experience, and assisting with everyday back-office tasks.
**What makes you a great fit**:
- You have exceptional spoken and written English skills.
- You have at least 1.5 year experience in a customer service role
- You are comfortable using industry tools like Kustomer, GSuite, Jira, and Excel.
- You are confident talking with our customers to help them get the most from their current accounts and products.
- You enjoy finding innovative ways to solve complex problems.
- You are always on the lookout for recurring issues and help create new workflows to solve them.
- You have excellent organisational skills and take responsibility for your workload.
- You have strong organisational skills
**What you'll get in return**:
- Competitive salary
- Self & Family Health Insurance
- Term & Life Insurance
- OPD Benefits
- Mental wellbeing through Plumm
- Learning & Development Budget
- WFH Setup allowance
- 15 days of Privilege leaves
- 12 days of Casual leaves
- 12 days of Sick leaves
- 3 paid days off for volunteering or L&D activities
**TIDE IS A PLACE FOR EVERYONE**:
At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members' diverse needs and lives.
We are One Team and foster a transparent and inclusive environment, where everyone's voice is heard.
- At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone's voice is heard._
- You personal data will be processed by Tide for recruitment purposes and in accordance with _Tide's Recruitment Privacy Notice_._
Financial Services Associate
Posted today
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Job Description
**Job Summary**:
We are looking for a dynamic and customer-focused individual to drive sales of financial products by meeting new and existing clients, understanding their financial needs, and offering suitable solutions.
**Key Responsibilities**:
- Achieve sales targets for financial products like fixed deposits, insurance, and investments
- Meet walk-in customers and follow up on referrals to generate leads
- Understand customer needs and recommend appropriate financial products
- Ensure complete documentation and follow the defined sales process
- Maintain relationships with customers for repeat business and servicing
- Coordinate with internal teams for smooth post-sales service
- Stay updated on product features and market trends
- Ensure compliance with company policies and industry regulations
**Requirements**:
- Graduate or MBA with at least 1 year of sales or financial services experience
- Good communication and interpersonal skills
- Customer-first attitude and willingness to learn
Pay: ₹18,000.00 - ₹24,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
Supplemental Pay:
- Performance bonus
Application Question(s):
- Do you have experience in BFSI sales?
Work Location: In person
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Financial Services Associate
Posted 7 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 : +91
Customer Experience, Financial Services
Posted 3 days ago
Job Viewed
Job Description
About the Team: Customer Experience team, being the custodians of the customers, is the central team ensuring to provide best-in-class experience for the customers by closely collaborating with cross-functional teams across the organization
Roles and Responsibilities:
- Map overall customer journey, milestones and identify necessary interventions to improve customer experience and reduce customer contacts
- Share data, insights and best practices from within the company and outside to constantly help improve customer experience.
- Create BRDs, SOPs, etc. and collaborate with various cross-functional teams to implement enhancements
- Create and enforce the right customer experience guardrails, exception handling mechanisms and business throttles to ensure that sub-par experience is not delivered or removed immediately once identified
- Proactively identify trends of CX metric to prevent / identify customer impacting issues
- Be data-driven, translating insights into actionable improvements through customer journey mapping and process optimization.
- Liaise with multiple products / business / tech teams’ stakeholders to implement the
necessary changes
- Review the process/strategy for new constructs from end-to-end customer experience point of view
- Design & create workflow for Self-service options for customers to improve the experience
- Design & create Customer Service chatbot journeys to resolve complex problems in a structured manner
- Monitor effectiveness of bots and self-serve tools, understand customer feedback and take corrective actions
- Lead and manage a team to ensure successful delivery of projects and initiatives.
Critical Competencies for the role
- Program Management
- Stakeholder Management
- Problem Solving
- Communication skills
- Team Building
Desired Skills and Experience
- Educational Qualifications: Graduate
- Experience: 6-10 Years of experience in Customer Experience and have experience in Financial Services Products like Payments (UPI & Bill Payments), Lending, Investment Products.