115 Financial Concepts Jobs - Page 3

We are looking for a highly skilled and experienced Receivable Executive to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with knowledge of Emerging Enterprise Banking. Roles and Responsibility Manage and oversee the receivables process to ensure timely payments and minimize bad debts. Develop and implement effective strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on receivables performance metrics to senior management. Identify and mitigate risks associated with receivables operations. Ensure compliance with regulatory requirements and internal policies. Job Requirements Strong understanding of financial concepts and principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience working with emerging enterprise banking products and services is an added advantage.

We are looking for a highly skilled and experienced Receivable Executive to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably with knowledge of Emerging Enterprise Banking. Roles and Responsibility Manage and oversee the receivables process to ensure timely payments and minimize bad debts. Develop and implement effective strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on receivables performance metrics to senior management. Identify and mitigate risks associated with receivables operations. Ensure compliance with regulatory requirements and internal policies. Job Requirements Strong understanding of financial concepts and principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience working with emerging enterprise banking products and services is an added advantage.

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Assets, Inclusive Banking, SBL, Mortgages, or Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of financial concepts, including accounting and auditing principles. Excellent communication and interpersonal skills for effective customer and stakeholder interaction. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills to resolve complex issues. Experience working in a similar role within the BFSI industry is preferred. Location - Mayiladuthurai,Puducherry,Cuddalore,Viluppuram

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with expertise in Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of financial concepts, including assets, inclusive banking, SBL, mortgages, and receivables. Excellent communication and interpersonal skills for effective customer and stakeholder interaction. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills for resolving complex issues. Proficiency in Microsoft Office and other relevant software applications. Experience working in a similar role within the BFSI industry is preferred. Location - Chennai,Cheyyar,Tiruvannamalai,Vandavasi

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-9 years of experience in the BFSI industry, preferably with a background in Assets, Inclusive Banking, SBL, Mortgages, or Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of financial concepts, including accounting, finance, and economics. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other software applications. Strong analytical and decision-making skills with attention to detail. Experience working in a similar role within the BFSI industry is preferred.

We are looking for a highly motivated and experienced Receivable Executive to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably with knowledge of Emerging Enterprise Banking. Roles and Responsibility Manage and oversee the receivables process to ensure timely payments and minimize bad debts. Develop and implement effective strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on receivables performance metrics to senior management. Identify and mitigate risks associated with receivables operations. Ensure compliance with regulatory requirements and internal policies. Job Requirements Strong understanding of financial concepts and principles. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience working with emerging enterprise banking products and services is an added advantage.

We are looking for a highly motivated and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with knowledge of Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for efficient cash flow. Develop and implement strategies to improve receivables management. Collaborate with cross-functional teams to resolve customer issues and enhance service quality. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Train and guide junior staff members to improve their skills and knowledge. Job Requirements Strong understanding of financial concepts, including assets, inclusive banking, and mortgages. Excellent communication and interpersonal skills for effective customer and stakeholder interaction. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills to resolve complex issues. Experience working in a similar role within the BFSI industry is preferred. Location - Inclusive Banking - SBL,South,Tamil Nadu,Madurai,Dhindukkal North,Kambam,Theni,1126,Bodi

We are looking for a highly motivated and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with knowledge of Assets, Inclusive Banking, SBL, Mortgages, and Receivables. Roles and Responsibility Manage and oversee branch receivables operations for timely and accurate payments. Develop and implement strategies to improve receivables management and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on receivables performance metrics to senior management. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records and reports of receivables transactions. Job Requirements Strong understanding of financial concepts, including accounting and auditing principles. Excellent communication and interpersonal skills for effective customer interaction. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other software applications. Strong analytical and problem-solving skills to resolve complex issues. Experience working in a similar role within the BFSI industry is preferred. Location - Inclusive Banking - SBL,South,Karnataka,Karnataka,Mysore,Mysore,Karnataka,3073,Hassan

As a part of Invesco, a leading asset manager dedicated to helping investors achieve their financial goals worldwide, you will play a crucial role in delivering distinctive investment management capabilities to clients globally. At Invesco, we offer challenging work opportunities, a collaborative environment with smart colleagues, and a commitment to social responsibility. If you are seeking to make a difference every day, Invesco is the place for you! Responsibilities: - Monitor and guide your team daily to ensure all Service Level Agreements (SLAs) are met. - Act as the subject matter expert (SME) to handle complex process-related queries and resolve them efficiently. - Supervise processes such as Deal Closing, Drawdowns, and Rollovers. - Ensure all SLAs are met and promptly escalate exceptions for resolution. - Maintain adherence to Quality & Quantity SLAs and establish a robust workflow allocation model. - Demonstrate a deep understanding of a range of securities, investments, standard treatments, and cash flows. - Implement a comprehensive Knowledge Management model, including SOP maintenance and training. - Drive 100% compliance with process-related policies, guidelines, and controls. - Motivate and support team members to achieve goals and assist in their development. Requirements: - Strong understanding of the Structured Finance product, corporate credit landscape, and Alternative Investments. - Proficiency in financial concepts and advanced Excel skills. - Previous experience in leading a team. - Excellent communication skills (written, verbal, and interpersonal). - Ability to work effectively under pressure to meet strict deadlines. Desired Candidate Profile: - Graduated / MBA / advanced degree in finance with a minimum of 5 years of relevant experience in finance, particularly in corporate loans or Alternative Investments. - Previous experience with Investment Bank, Investment Management firm, or Financial Advisory firm preferred. Work Arrangement: - Full-time position. - Employee status (not exempt). - Workplace Model: At Invesco, a hybrid work model is implemented, requiring employees to work at the designated office at least three days a week and outside the office for two days. Why Invesco: Invesco values integrity, diversity, and inclusion in creating a positive impact for stakeholders. Our inclusive culture fosters personal and professional growth, supported by various benefits and development opportunities. Join Invesco to be part of a diverse, supportive workplace that promotes growth and well-being for all employees. Benefits: - Competitive Compensation - Flexible, Hybrid Work - 30 days Annual Leave + Public Holidays - Life Insurance - Retirement Planning - Medical Insurance for Employee and Family - 26 weeks Maternity Leave - Paternal Leave - Adoption Leave - Employee Assistance Program - Career Development Programs - Mentoring Programs - Invesco Cares initiatives Join Invesco to embark on a rewarding career journey and experience continuous growth and development opportunities in a dynamic business environment. Explore our commitment to diversity and inclusion, corporate responsibility, and community engagement through our various programs and initiatives. Apply for the role at Invesco Careers to be a part of our inclusive and supportive work culture.,

The Manager eCommerce Solutions at Pfizer will be responsible for managing solution delivery efforts, coordinating scope and cost with commercial business teams, documenting requirements, and leading the design and delivery of eCommerce solutions. This role includes overseeing new product launches and expanding eCommerce capabilities, with a focus on system configurations and technical delivery in SAP S/4, Commerce Cloud, and other continuous improvement opportunities in Commercial Operations and Customer Service globally. Key Responsibilities: - Lead moderately complex eCommerce projects, effectively managing time and resources while collaborating with business team members and leadership in the commercial organization. - Demonstrate functional knowledge of systems supporting the eCommerce Prime strategy at Pfizer, including SAP S/4 processes, SAP Commerce Cloud, and other technologies that align with Pfizer's commercial strategy. - Define customer-facing business requirements, design eCommerce solutions within the Pfizer Digital strategy, and deliver systems to meet these requirements. - Collaborate with commercial and trade business users to understand requirements, provide cost estimates, and design eCommerce solutions accordingly. - Develop strong relationships across the organization, engaging with stakeholders from diverse cultural backgrounds and geographical regions. - Communicate effectively with technical teams to deliver solutions, manage business users" expectations, and ensure compliance with regulatory standards. Minimum Requirements: - Bachelor's degree with 4+ years of relevant experience; OR Master's degree with 2+ years of relevant experience. - Hands-on experience with SAP configuration in SAP modules and/or SAP Commerce Cloud. - Experience in designing and implementing commercial solutions across customers, including integration with customer systems on various platforms. - Project experience using tools like MS Project and Jira to balance requirements, effort, timeline, and budget for solutioning efforts. - Strong organization skills to manage multiple deliverables concurrently. - Excellent communication skills, including the ability to present content suitable for senior leadership and summarize complex concepts effectively. - Understanding of financial concepts, success factors, and metrics for business performance. Preferred Requirements: - Previous experience with full life cycle projects implementing eCommerce solutions integrated with SAP SD or SAP Commerce Cloud. - Functional knowledge of SAP Sales and Distribution modules and/or Finance, with configuration expertise in Sales Order Management, Delivery Scheduling, Warehouse Management, Goods Issue functions, invoice, and credit management. - Integration experience with DevOps technologies like Java, OpenAPI technologies (REST, ODI, SOAP). - Relevant pharmaceutical industry or management consulting experience. - Familiarity with Agile Software Delivery, SOX compliance/practices, and knowledge of the pharmaceutical industry, particularly in Commercial, supply chain, Finance, or marketing. Work Location Assignment: On Premise Pfizer is an equal opportunity employer that complies with all applicable equal employment opportunity legislation in each jurisdiction of operation.,

The Sales and Marketing Intern position based in Salem and Chennai provides an exciting opportunity for a dynamic and motivated individual to contribute to business development efforts. As an intern, you will play a crucial role in supporting the sales and marketing team by engaging in various activities to enhance client outreach and lead generation. A keen interest in sales, marketing, and client relationship management, along with a solid grasp of financial concepts, is essential for this role. Your responsibilities will include assisting the team in lead generation and client outreach, conducting market research to identify potential clients and market trends, promoting products/services through online and offline marketing channels, participating in customer meetings and sales presentations, supporting the preparation of sales reports and financial analysis, and coordinating with internal teams for the successful execution of marketing campaigns. To qualify for this internship, you should be pursuing or have recently completed a Bachelor's or Master's degree in Finance, Commerce, or a related discipline. Strong communication and interpersonal skills are a must, along with a genuine interest in sales, marketing, and customer engagement. You should also possess the ability to analyze financial and market data for business development purposes and be proficient in using MS Office tools such as Excel and PowerPoint. A self-motivated and adaptable attitude towards field and office work will be highly valued in this role. Join us in this exciting opportunity to gain hands-on experience in sales and marketing while potentially paving the way for a full-time career based on your performance.,

As a Life and Annuity Backend Quality Associate at Zinnia, you will play a crucial role in supporting our operations team by ensuring the accuracy, compliance, and timely processing of life insurance and annuity transactions. Your responsibilities will include reviewing applications, policy servicing, and related transactions with meticulous attention to detail. You will verify policy documents, applications, and supporting materials to ensure completeness and accuracy. Additionally, you will review policy adjustments, endorsements, renewals, and withdrawals in accordance with company guidelines. Collaboration with internal teams such as New Business, Post Issue, and Claims will be essential to resolve any discrepancies or issues that may arise during the review process. Your role will also involve ensuring compliance with regulatory requirements and company policies, analyzing data for reporting purposes, and supporting audits as needed. You will have the opportunity to contribute to process improvement initiatives aimed at enhancing operational efficiency. To excel in this position, you should possess a Bachelor's degree in business, finance, insurance, or a related field, along with at least 3 years of proven experience in backend operations, preferably in life insurance or annuity processing. A strong understanding of life insurance products, annuities, and related financial concepts is essential. Proficiency in MS Office applications, particularly Excel and Word, as well as familiarity with insurance processing systems, will be beneficial. Attention to detail, excellent data entry and verification skills, strong analytical and problem-solving abilities, and effective written and verbal communication skills are qualities that will help you succeed in this role. You should be able to work independently, manage multiple tasks efficiently, and thrive in a fast-paced, high-volume work environment. Experience with insurance policy administration systems and knowledge of regulatory requirements in insurance operations, such as Reg 60, will be advantageous. In return for your contributions, Zinnia offers a dynamic work environment where you can make a meaningful impact and opportunities for professional growth and development. Join our team and be part of a company that is dedicated to simplifying the experience of buying, selling, and administering insurance products, ultimately helping more people protect their financial futures.,

As an Assistant Strategy Manager in the Property Management industry, you will play a crucial role in supporting strategic planning and execution for operations in Bangalore, Hyderabad, and Mumbai. Your primary focus will be on driving operational excellence, enhancing user satisfaction, and implementing data-driven strategies through market analysis and cross-functional coordination. Your responsibilities will include assisting in the development and implementation of strategic initiatives specific to the regions of Bangalore, Hyderabad, and Mumbai. This will involve gathering and analyzing competitor activities, staying updated on industry trends, and understanding client needs to ensure alignment with the firm's objectives. Collaboration with various teams such as finance and procurement will be key, as you work closely to forecast budgets and support strategic decision-making. Your role will also involve preparing business reports, presentations, and strategic updates for leadership review, requiring advanced skills in MS Excel for data analysis, MS PowerPoint for presentations, and MS Word for professional reports. The ideal candidate will possess a strong grasp of financial concepts, excel in numerical analysis, and be proficient in managing large datasets to derive meaningful insights. Previous experience in data handling and market research will be advantageous in this role. Soft skills and competencies such as analytical thinking, problem-solving, effective communication for cross-functional collaboration, and the ability to thrive in a fast-paced environment with minimal supervision are essential. Being detail-oriented, proactive, and highly motivated will further contribute to your success in this dynamic and analytical role as an Assistant Strategy Manager.,

Grasim's Corporate Finance Division is seeking ambitious, analytical, and proactive Chartered Accountants to join the Management Trainee Program. The program aims to groom future finance leaders by providing immersive, hands-on experience across key financial domains. As a Management Trainee, you will undergo three structured rotations, gaining exposure to finance, audit, and accounts. This one-year program will equip you with a holistic understanding of financial operations and prepare you for a leadership role. Upon successful completion, you will be offered a full-time position based on your performance and business requirements. We are looking for Chartered Accountants who have cleared their CA examinations in either January 2025 or May 2025. The selected candidates can expect a competitive salary and benefits package, structured mentorship from senior finance leaders, and exposure to real-world applications of financial concepts across diverse business functions. Fast-track growth opportunities within Grasim Industries and a dynamic, supportive work environment are also part of the offering. Interested candidates can apply by sending their CV to sonali.borage-st@adityabirla.com with the subject line "Management Trainee Application Grasim Corporate Finance Division." The application deadline is 18th July 2025. The location of the position is Mumbai, Maharashtra, India.,

As a Team Lead in Investment and performance reporting at Private Client Resources (PCR), you will contribute significantly to ensuring timely and accurate reports and data for clients while collaborating with internal PCR teams. PCR is a rapidly growing global FinTech company dedicated to revolutionizing the management of financial assets for wealthy families and their advisors. Trusted by over 250 firms globally, including prominent private banks, advisors, wealthy families, and wealth-tech firms, PCR delivers a secure and scalable technology platform to consolidate and share data from numerous financial institutions. Your role as a Reporting Lead at PCR involves upholding a high level of client support, coordinating with various departments, and streamlining processes to meet client specifications. Working as part of a global team, you will collaborate with PCR teams and major financial firms worldwide to deliver a best-in-class client experience. From producing prescribed reports to documenting processes and addressing client needs, you will strive for client satisfaction across a range of client complexities. You will be responsible for managing client reporting and workflows, internal coordination with PCR resources, and overseeing internal reporting and task management. Your day-to-day activities will involve collaborating closely with client-facing teams to deliver accurate end investor reports, managing cross-departmental requests, and ensuring operational efficiency. Collaborating with PCR's client-facing service, operational, and technology teams, you will oversee internal coordination, client reporting, and data support, client request documentation, issue resolution, cross-functional collaboration, and product development support. A successful candidate for this role would possess a graduate degree in finance or a related field with 5-8 years of experience in financial services or wealth management. Strong preference will be given to candidates with back-office experience in Portfolio Accounting and/or Performance Reporting applications/software. Your strategic thinking, problem-solving skills, client-centric approach, effective communication, team collaboration, back-office investment support experience, and analytical abilities will be crucial in delivering exceptional client service and supporting PCR's global operations. This role offers opportunities for growth into more senior client-facing roles and supervisory positions within PCR, providing valuable skills transferable to other areas of the organization. PCR's culture fosters continuous improvement, values self-starters, learners, and team players, and is committed to diversity, inclusion, and employee success. By joining PCR, you will be part of a team that appreciates personal and professional growth, offers competitive compensation and benefits, training, advancement opportunities, flexibility, work-life balance, and a safe and inclusive work environment. Please note that Mumbai-based candidates are preferred for this position.,

Understand functional and business requirements from either the client of Apptio delivery team and translate into a technical design, which meets customer needs, provides maximum solution value, and is within scope of Apptio products/services. Understand, validate and manipulate multiple datasets in preparation to load into the Apptio solutions(s) Configure, test, & document Apptio dashboards, reports and underlying data models to meet functional design and specifications. Work closely with other consultants in the organization to leverage skill sets and deliverables. Collaborate with other departments in the company to achieve customer satisfaction and resolve customer issues in a timely fashion. Translate business and functional requirements into a technical solution design to meet business goals within scope of Apptio products/services Work closely with customer and internal team to ensure implementation activities are aligned with scope, schedule and priority. Collaborate with other departments in the company to ensure customer satisfaction and resolve issues in a timely fashion. Work with the product management and development organization to channel client feedback into future releases of the Apptio product suite Provide customer with end-user training and operational documentation to maintain the implemented integrations. Required education Bachelor's Degree Preferred education Bachelor's Degree Required technical and professional expertise 3+ years of experience as a business analyst, consultant or technical analyst role working in Finance and / or IT domains 1+ years of experience in a customer facing, SaaS software implementation role Client-focused attitude – a customer advocate. Bachelor’s degree or equivalent related experience Ability to demonstrate analytical and problem-solving skills Experience with data dictionaries, data analysis and relational databases Skilled at working with large data sets, quickly detecting and resolving data-related issues Skilled at completing technical design via iterative mockups Basic programming skills and data analytics e.g. HTML, SQL, Excel, Access, Business Objects, etc Preferred technical and professional experience Experience with Apptio tool or certification Self-starter – able to come up to speed on complex, difficult concepts with minimal assistance Team player with solid communication and presentation skills Ability to breakdown complex information into simple solution requirements Strong to expert skills in data analysis/manipulation Knowledge of enterprise IT organizational, business, and technical environments Strong communication skills General understanding of basic financial concepts such as general ledger, budget, forecast and cost General understanding of IT infrastructure concepts such as server, storage, virtualization and software applications

The Python Developer will play a critical role in building and maintaining financial applications and tools that support data processing, analysis, and reporting within a fast-paced financial services environment. This position involves developing scalable and secure systems. The developer will collaborate with business analysts, finance users/or finance BA to translate complex business requirements into efficient, high-quality software solutions. A strong understanding of financial concepts, data integrity, and regulatory compliance is essential. The detailed responsibilities are mentioned below. Responsibilities Direct Responsibilities - Proficient in object-oriented programming, especially Python, with a minimum of 6-8 years of core python development experience. - Strong competency with Python libraries such as Pandas and NumPy for data wrangling, analysis, and manipulation. - Expertise in PySpark for large-scale data processing and loading into databases. - Proficiency in data querying and manipulation with Oracle and PostgreSQL. - Strong communication skills to effectively collaborate with team members and stakeholders. - Familiarity with the Software Development Life Cycle (SDLC) process and its various stages, including experience with JIRA and Confluence. Technical & Behavioral Competencies - Proficient in object-oriented programming, especially Python, with a minimum of 6-8 years of core python development experience. - Strong competency with Python libraries such as Pandas and NumPy for data wrangling, analysis, and manipulation. - Expertise in PySpark for large-scale data processing and loading into databases. - Proficiency in data querying and manipulation with Oracle and PostgreSQL. - Strong communication skills to effectively collaborate with team members and stakeholders. - Familiarity with the Software Development Life Cycle (SDLC) process and its various stages, including experience with JIRA and Confluence. - Good analytical, problem solving, & communication skills - Engage in technical discussions and to help in improving the system, process etc Nice to Have - Familiarity with Plotly and Matplotlib for data visualization of large datasets. - Skilled in API programming, handling JSON, CSV, and other unstructured data from various systems. - Familiarity with JavaScript, CSS, and HTML. - Experience with cloud architecture applications such as Dataiku or Databricks; competency with ETL tools. - Knowledge of regulatory frameworks, RISK, CCAR, and GDPR. Specific Qualifications (if required) Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to collaborate / Teamwork Critical thinking Ability to deliver / Results driven Communication skills - oral & written Transversal Skills: Analytical Ability Ability to develop and adapt a process Ability to understand, explain and support change Ability to develop others & improve their skills Choose an item. Education Level: Bachelor Degree or equivalent Experience Level At least 5 years

Job Description: Relationship Manager Wealth/ Business Company Overview: Moneyfrog is a Wealth Technology Firm, catering to the needs of HNI, Affluent & NRI clients in India & Abroad. Moneyfrog has designed and built an innovative & dynamic Wealth-Tech hybrid platform, to offer investment products & solutions, which maximizes returns and offer long lasting solutions. Moneyfrog has evolved out of the prevailing vacuum of managing investors financial well-being & risk. Existing Product-Push & Cross-Sell approach, followed by the Banks & the Financial Brokers, usually leads to wrong product pushed & compromised returns for the customers. Qualifications: Experience: Minimum of 1 year of relevant experience in handling client relationships and client acquisition within the finance/ investment industry. Education: Bachelors/ or masters degree in finance, investments, or a related field. Regulatory Certification: AMFI Mutual Fund Certification or CFP Certification is must. If not, same to be cleared within one month of joining. Key Responsibilities: Develop and manage innovative marketing strategies, to generate high-quality leads and acquire clients. Optimize lead flow processes to enhance conversion rates, facilitating smooth customer onboarding and successful client integration. Leverage acquired clients to build Assets under Management (AUM) and develop tailored financial products to meet their investment needs. Design and implement a robust referral program to expand client base and increase business growth. Skills Required: In-depth understanding of Mutual Funds and Equity Markets is essential for providing informed advice and solutions. Proven experience in managing and maintaining strong client relationships. Demonstrated ability to articulate complex financial concepts clearly and effectively to clients and stakeholders. Why Join Us Growth Opportunities: Be part of a forward-thinking company with ample opportunities for professional development and career advancement. Dynamic Environment: Work in a collaborative and supportive atmosphere where your contributions are valued. Competitive Compensation: Attractive salary package and performance-based incentives. If you are a motivated professional with a passion for finance and a proven track record in business development, we want to hear from you. Apply now and take your career to the next level with Moneyfrog Financial Services Pvt Ltd!,

We are looking for a highly motivated and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, with a strong background in receivables management. Roles and Responsibility Manage and oversee the branch's receivables portfolio, ensuring timely payments and minimizing bad debts. Develop and implement effective strategies to improve cash flow and reduce receivables. Collaborate with the collections team to resolve outstanding issues and enhance customer satisfaction. Analyze and report on receivables performance metrics, providing insights for business decisions. Ensure compliance with regulatory requirements and internal policies related to receivables management. Build and maintain relationships with key stakeholders, including customers, vendors, and internal teams. Job Requirements Strong knowledge of BFSI operations, particularly in receivables management. Excellent analytical and problem-solving skills, with attention to detail and the ability to work under pressure. Effective communication and interpersonal skills, enabling strong relationship building with customers and stakeholders. Ability to work independently and as part of a team, demonstrating flexibility and adaptability. Proficiency in Microsoft Office applications, particularly Excel, with excellent data analysis and reporting skills. Strong understanding of financial concepts, including accounting principles and regulatory requirements. For more information, please contact us at 1406860.

Project Role : Financial Planning & Analysis Representa Project Role Description : Drive performance, strategic analysis and identification and correction of financial or operational concerns. Provide financial analysis to aid in decisions pertaining to the profitability and financial health of the organization. Must have skills : SAP FSCM Treasury and Risk Management (TRM) Good to have skills : NAMinimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Financial Planning & Analysis Representative, you will engage in a variety of tasks aimed at enhancing the financial performance of the organization. Your typical day will involve analyzing financial data, identifying trends, and providing insights that support strategic decision-making. You will collaborate with various teams to address operational concerns and ensure the financial health of the organization is maintained. Your role will be pivotal in driving performance and ensuring that financial strategies align with the overall goals of the company. Roles & Responsibilities:- Expected to perform independently and become an SME.- Required active participation/contribution in team discussions.- Contribute in providing solutions to work related problems.- Analyze financial data to identify trends and provide actionable insights.- Collaborate with cross-functional teams to address financial and operational concerns. Professional & Technical Skills: - Must To Have Skills: Proficiency in SAP FSCM Treasury and Risk Management (TRM).- Strong analytical skills to interpret complex financial data.- Experience with financial modeling and forecasting techniques.- Ability to communicate financial concepts to non-financial stakeholders.- Familiarity with financial reporting standards and compliance requirements. Additional Information:- The candidate should have minimum 3 years of experience in SAP FSCM Treasury and Risk Management (TRM).- This position is based at our Pune office.- A 15 years full time education is required. Qualification 15 years full time education

We are looking for a highly skilled and experienced Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-4 years of experience in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and expand the client base. Provide excellent customer service and resolve client queries promptly. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of the bank's products and services. Job Requirements Strong knowledge of the BFSI industry and its regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is preferred. Ability to build and maintain strong relationships with clients and colleagues.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-8 years of experience in the BFSI industry, with a strong background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on Mutual Fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably in Mutual Funds. Strong knowledge of financial products, including Mutual Funds, and their applications. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills, with attention to detail and accuracy. Proficiency in using technology-based tools and platforms for managing client portfolios.

Role : ESG Data Analyst Position type: Offroll (QuessCorp Payroll) During work from home (WFH) phase candidates should have continuous stable internet connectivity (broadband) and Laptop/ PC for working, minimum 100 MBPS needed. Experience: 06 Months OR 1.5 years (In ESG) Work profile: Extraction of ESG related data from annual reports, company websites, google search. Data basing of extracted data. Should have working knowledge of excel and word Working on ad hoc tasks involving use of excel/ databases relating to financial and non-financial information relating to corporates, business entities, industry performance, etc. Skills: Data extraction skills. Experience in secondary research. Proficiency in MS Excel/ spread sheets is must. Proficient in Communication. Working with colleagues towards achievement of individual and team level goals.

We are looking for future Insighters who can demonstrate teamwork, results orientation, a growth mindset, disciplined execution, and a winning attitude to join our growing team. We are looking for the right person to add to our growing enterprise data team. We are seeking a dynamic Data Engineer with a specialized focus on Business Intelligence and a profound understanding of financial concepts. This role is pivotal in bridging the gap between our technical and business teams, ensuring that financial metrics like recurring revenue, adjustments, renewals, and retention are accurately represented and easily understood across the organization. You will be instrumental in driving data-driven decision-making by translating complex financial data into actionable insights. Location Hyderabad(Remote) Shift Timings : 5:00 pm IST (6:30 am EST/7:30 am EDT) - 2:00 am IST (3:30 pm EST/4:30 pm EDT) Job Responsibilities Collaborates with the business to develop, debug, and maintain a comprehensive financial reporting suite. Requires deep fluency in financial concepts to ensure reporting accuracy and relevance. Aligns initiatives between business teams and technical teams to refine data models that feed into business intelligence tools. Acts as a fluent middleman between these groups, translating complex financial concepts into actionable insights for data-driven decision-making across the organization. Implements and innovates processes and systems to monitor data quality, ensuring production data is accurate, timely, and available for key stakeholders. Continually contributes to and enhances data team documentation, focusing on clarity and the explanation of financial metrics and models. Performs complex data analysis to troubleshoot and resolve data-related issues. Utilizes understanding of financial metrics to provide insights that drive business strategy. Works closely with a cross-functional team including frontend and backend engineers, product managers, and analysts. This role involves explaining financial concepts in common terms to ensure all team members understand the impact of data on business outcomes. Defines and manages company data assets, artifacts, and data models, ensuring they reflect current financial terminologies and practices. Qualifications Required Qualifications and Skills 5 Years of Data Engineering Experience with a focus on Business Intelligence 5 Years in Financial Reporting, with a strong grasp of financial concepts 5 Years of Experience with Power BI 3 Years in BI Architecture and Modeling 2 Years in Cloud BI Engineering Proficiency in Agile Methodologies Preferred Skills AWS or Azure Data Certifications Hands-on experience with Databricks, Spark, Python, ML Experience with Salesforce for enhanced data integration and CRM insights Additional Information ** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located . ** insightsoftware Hear From Our Team - InsightSoftware (wistia.com) Background checks are required for employment with insightsoftware, where permitted by country, state/province.

Role : ESG Data Analyst Position type: Offroll (Quess Corp Payroll) During work from home (WFH) phase candidates should have continuous stable internet connectivity (broadband) and Laptop/ PC for working, minimum 100 MBPS needed. Experience: 06 Months OR 1.5 years (In ESG) Work profile: Extraction of ESG related data from annual reports, company websites, google search. Data basing of extracted data. Should have working knowledge of excel and word Working on ad hoc tasks involving use of excel/ databases relating to financial and non-financial information relating to corporates, business entities, industry performance, etc. Skills: Data extraction skills. Experience in secondary research. Proficiency in MS Excel/ spread sheets is must. Proficient in Communication. Working with colleagues towards achievement of individual and team level goals.