263 Sbi jobs in India

As a Loan Associate, you will play a vital role in supporting the Investment Lending Manager by managing loan documentation, data accuracy, compliance, and communication with lenders.

This is a non-client-facing role focused on backend support for Australian property investment loans.

• Loan Application Support
• Prepare and process loan applications from pre-submission to settlement
• Input and verify data in Infinity, HubSpot, and Apply Online (AOL)
• Assist in collecting and reviewing client documents for compliance
• Document & Data Management
• Maintain organized and compliant digital files in Google Drive and CRM
• Cross-check data across Infinity, AOL, and other platforms for accuracy
• Prepare SOCA, AOL forms, and lender-specific documents
• Lender Coordination
• Submit applications via AOL with broker consent
• Order property valuations, pricing assessments, and credit checks
• Respond to lender MIRs and follow up on pending requirements
• Loan Progress Tracking
• Update stakeholders on loan status and next steps
• Ensure documentation is ready for handover to the Settlement Team
• Work closely with the Senior Loan Associate and Lending Manager
• Team Collaboration
• Collaborate with Lending Managers and internal teams
• Join regular Zoom meetings and process improvement sessions
• Share feedback and solutions to streamline workflows
About Our Organization

We are a collaborative community that values integrity, excellence, and innovation. We deliver high-quality outsourcing services through a team driven by professionalism, long-term success, and meaningful careers.

Job Overview:

We are seeking an experienced Accounts Receivable Specialist to join our team. The successful candidate will be responsible for processing, verifying and applying payments for a portfolio of accounts.

• Process and verify payments in a timely and accurate manner.
• Communicate with sales partners and customers regarding discrepancies in charges, payments, credits or balances.
• Monitor and maintain payment schedules when notified of changed orders.
• Respond to customer and field requests to obtain payment and payment methods.
• Regular review of unallocated payments, credits and debits.
• Complete account reconciliations.
• Submit and follow up on payment moves, credits and refunds within assigned accounts.

Requirements:

• Experience in account management or payment processing, verification and application.
• Prior knowledge of Salesforce CRM, CPQ and Billing preferred.
• Basic skills in Microsoft Office Applications, with a focus on Excel.
• Proven skillset in basic math.
• College experience preferred, with a focus on accounting or business administration. Commensurate work experience considered.

A challenging and rewarding role that offers the opportunity to develop your skills and expertise in a fast-paced environment. We offer a competitive salary and benefits package, as well as opportunities for career advancement.

The ideal candidate will have excellent communication and organizational skills, with the ability to work independently and as part of a team. If you are a motivated and detail-oriented individual who is passionate about providing excellent customer service, we encourage you to apply.

We are seeking a highly skilled Financial Services Professional to join our team. As an Associate Accountant, you will be responsible for providing expert financial guidance and support to our clients.

About the Role:

We are seeking a part-time financial services professional to join our team remotely. As an Associate Accountant, you will gain exposure to UK accounting practices while working with SME clients and directors.

Main Responsibilities:

• Bookkeeping and reconciliation of financial statements
• Precise processing of payroll (directors and employees)
• VAT returns and registrations in compliance with HMRC regulations
• Preparation of year-end accounts and corporation tax (CT600)
• Filing personal tax returns (SA100, CGT, property, overseas)
• Compliance support for company changes and confirmation statements

Requirements:

• A background in UK accounting or taxation (training or practice experience)
• Knowledge of UK compliance regulations (HMRC, Companies House, VAT, CT600, SA100)
• Familiarity with cloud accounting software (Xero, QuickBooks, FreeAgent)
• Strong English communication skills

What We Offer:

• A competitive remuneration package
• Additional earnings available for client work completed
• Fully remote, flexible working hours
• Career progression through our partner model
• Training and exposure to UK accounting standards

doo-group financial services leverage cutting-edge technology to deliver innovative financial solutions. Our diverse portfolio empowers clients worldwide to achieve their goals and secure a brighter future.

As our new Financial Services Specialist, you'll play a key role in creating a smooth and professional experience for our clients from the very start. You'll be responsible for ensuring that every step of the onboarding process - from verifying documents to setting up accounts - runs accurately, efficiently, and in line with compliance standards.

Key Responsibilities

• Review and verify client documentation, manage pending KYC and KYB cases
• Process onboarding-related tickets accurately and within SLA
• Communicate with sales and compliance to resolve missing or unclear information
• Ensure complete and compliant onboarding for both individual and legal entity clients
• Securely store all client documents in the internal CRM system
• Elevate high-risk cases or irregularities to compliance for further review
• Support 2FA resets, profile disabling/enabling, and basic account changes during onboarding
• Monitor client profiles for red flags, conduct world check screenings and re-screenings
• Ensure proper CRM setup and sales assignment, conduct CRM configuration testing to ensure all automations function correctly

Requirements

• Strong understanding of KYC/KYB and AML processes
• Experience onboarding both individual and corporate clients is preferred
• Familiarity with internal tools like CRM FXBO, JIRA, Teams, Outlook, Freshdesk
• Excellent attention to detail and organizational skills
• Good communication and coordination skills across departments
• Ability to manage time-sensitive tasks with efficiency
• Discretion in handling sensitive client information
• Ability to work on shifts and weekends

We are seeking a skilled and experienced financial professional to manage our clients' accounts.

About the Job:

The successful candidate will perform day-to-day financial tasks, including accounts payable/receivable, bank reconciliations, and payroll processing.

Key Responsibilities:

• Manage client portfolios : Ensure accurate and timely financial reporting for our clients.
• Prepare financial statements : Generate balance sheets, income statements, and cash flow statements.
• Provide expert advice : Offer guidance on financial matters, including tax compliance, financial planning, and budgeting.
• Maintain records : Keep accurate and confidential records of client transactions.
• Stay up to date : Maintain knowledge of accounting standards and regulations, as well as developments in accounting software.

Qualifications:

• Bachelor's degree in accounting or finance.
• At least 2 years' experience in financial management or accounting.
• Strong knowledge of accounting principles and practices, as well as tax compliance regulations.
• Excellent communication and interpersonal skills.
• Strong organizational and problem-solving abilities.
• Ability to work independently and as part of a team.

What We Offer:

• Flexible working options.
• Australian working hours.
• Opportunities for hands-on involvement with clients.

We are seeking a highly motivated and analytical professional to join our dynamic investment banking team.

• Create financial models (e.g. discounted cash flow models, comparable company analysis, precedent transactions) to assess the financial health of clients and potential investments.
• Conduct company valuations and assess financial metrics for M&A and capital raising deals.

• Prepare detailed financial analysis, including pro forma modeling, scenario analysis, and sensitivity testing.
• Support senior bankers in deal execution, managing timelines, coordinating teams, and communicating with clients.
• Assist in preparing marketing materials, pitch books, presentations, and client reports.
• Coordinate due diligence and external advisors during deal execution.

• Industry research skills to identify trends, competitive landscapes, and opportunities for clients.
• Insights on market conditions, interest rates, equity trends, and industry dynamics.
• Public company financials and market activity tracking.
• Client presentation and pitch material preparation.

• Candidate will gain valuable experience in financial services and investment banking.
• Develop strong analytical and problem-solving skills.
• Opportunity to work with experienced professionals in the field.

The ideal candidate will have excellent communication and teamwork skills, as well as a strong understanding of financial markets and instruments.

We are seeking qualified professionals to fill a Mortgage Underwriter role. In this capacity, you will be responsible for evaluating and approving loan applications.

Key responsibilities include:

• Reviewing loan applications and assessing the creditworthiness of applicants
• Verifying financial information and documents to ensure accuracy
• Collaborating with loan officers to approve or reject loan applications based on thorough analysis

The ideal candidate will possess 2+ years of experience in a related field and excellent communication skills. This position is based in Chennai and requires face-to-face interviews.

As a Mortgage Underwriter, you will play a critical role in ensuring the integrity of our financial operations. Your expertise in analyzing complex financial data and making informed decisions will be invaluable to our organization.

Additionally, we offer a competitive compensation package and opportunities for career growth and development. If you are a motivated and detail-oriented professional looking to advance your career in the financial services industry, we encourage you to apply.

Role Overview:

We seek a highly analytical Financial Services Specialist to support senior bankers in delivering financial advisory services, including mergers and acquisitions (M&A), capital raising, and other financial transactions.

• Key Responsibilities:
• Build and maintain financial models to assess the financial health of clients and potential investments.
• Conduct company valuations and assess financial metrics for M&A and capital raising deals.
• Prepare detailed financial analysis, including pro forma modeling, scenario analysis, and sensitivity testing.
• Support senior bankers in all aspects of deal execution, including managing timelines, coordinating teams, and communicating with clients.
• Assist in preparing marketing materials, including pitch books, presentations, and client reports.
• Conduct due diligence and coordinate with external advisors during deal execution.
• Assist in preparing investment memorandums, client updates, and transaction-related documents.
• Conduct in-depth industry and market research to identify trends, competitive landscapes, and potential opportunities for clients.
• Provide insights on market conditions, including interest rates, equity market trends, and industry dynamics.
• Track and analyze public company financials and market activity to support transaction strategies.
• Assist in preparing client presentations and pitch materials for new business development.
• Coordinate with clients on transaction processes and provide regular updates throughout the deal cycle.
• Act as a point of contact for clients, providing them with financial and strategic advice as necessary.
• Create high-quality presentations, documents, and marketing materials to support senior bankers in client meetings and transaction negotiations.
• Prepare and edit written reports, including board memoranda, investment proposals, and offering documents.
• Work closely with senior bankers, associates, and other team members to meet client deadlines and deliver high-quality service.
• Coordinate efforts across multiple deal teams and departments, ensuring effective communication and smooth workflow during transactions.