492 Securities Processing jobs in India

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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:

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If 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!

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• Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
• Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
• Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
• Rigorous and timely follow - up on all prospects that are in work in progress stage.
• Update prospect information and track performance on lead management system (LMS) / VYMO
• Ensure that all procedural requirement for policy issuance are complete and correct.
• Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.

Educational Qualification- Minimum Graduate

Experience

3-6 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

This is not a Job . This is a business opportunity with Bajaj Allianz to work as a Financial Services Consultant. This is a Work From Home opportunity. This is not a typical job with fixed salary to start with. However, depending performance there will be opportunity to get the benefits of both the Business and typical employment. The Financial Services Consultant will be responsible for providing financial advice and assistance to clients, analysing their financial situation, and recommending suitable Life Insurance Products and services. The consultant will also assist clients with financial planning, budgeting, and investment strategies. Consultant will aso have the responsibility of recruiting hius/her team to qualify for promotion.

Minimum age: 40 Years. This opportunity is best suited for retired professionals and Housewives who can work from home.

Bajaj Allianz will conduct 30-45 minutes Zoom call to explain the opportunity. If interested and wish to join the Zoom call, please respond with following information.

1.   Name:

2.   DOB:

3.   Mobile No.:

4.   PAN Number:

5.   Current Location: 

To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business

Roles Responsibilities

• Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
• Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
• Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
• Rigorous and timely follow - up on all prospects that are in work in progress stage.
• Update prospect information and track performance on lead management system (LMS) / VYMO
• Ensure that all procedural requirement for policy issuance is complete and correct.
• Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.

Role: Financial Services Associate

Location: Goregaon, Mumbai

JD:

1. Bachelors degree, or equivalent, in Accounting, Finance, or related business field
2. A minimum of three to five years of investment accounting experience
3. 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.
4. Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
5. Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
6. Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
7. Portfolio Service background.

Regards

Praveen Prabhakaran

Sr. Talent Acquisition Lead & CRM

Mobile : +91

• Conduct financial analysis, including financial statement analysis and valuation.
• Prepare client presentations, reports, and investment memorandums.
• Perform market research and industry analysis.
• Assist in the development of financial models and forecasts.
• Support senior bankers and analysts in client meetings and transactions.
• Learn and apply financial industry best practices and regulatory requirements.
• Contribute to team projects and internal initiatives.

• Bachelor's or Master's degree in Finance, Economics, Accounting, Mathematics, or a related field.
• Strong understanding of financial markets and investment principles.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in Microsoft Excel and financial modeling.
• Strong written and verbal communication skills.
• Ability to work effectively in a fast-paced, collaborative environment.
• High level of integrity and commitment to ethical conduct.