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2.0 - 4.0 years
1 - 3 Lacs
Uttar Pradesh
Work from Office
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 2-2 years of experience in the BFSI industry. Roles and Responsibility Manage and maintain accurate records of receivables, including invoices, payments, and outstanding balances. Develop and implement effective strategies to improve cash flow and reduce delinquencies. Collaborate with cross-functional teams to resolve billing discrepancies and customer complaints. Analyze financial data to identify trends and areas for improvement in the receivable process. Ensure compliance with regulatory requirements and internal policies related to receivables. Provide exceptional customer service by responding promptly to customer inquiries and resolving issues professionally. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking operations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment with multiple priorities and deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong analytical and organizational skills with attention to detail and accuracy. Experience working with receivables, including invoicing, payment processing, and collections.
Posted 2 weeks ago
5.0 - 10.0 years
3 - 6 Lacs
Ramanathapuram, Coimbatore, Erode
Work from Office
We are looking for a skilled Area Technical Manager with 5 to 10 years of experience to join our team at Equitas Small Finance Bank in the BFSI industry. Roles and Responsibility Manage and oversee technical aspects of banking operations, including software and hardware maintenance. Develop and implement strategies to enhance operational efficiency and customer satisfaction. Collaborate with cross-functional teams to identify and resolve technical issues. Conduct regular audits and risk assessments to ensure compliance with regulatory requirements. Provide training and support to staff on new technologies and systems. Analyze market trends and competitor activity to stay ahead in the BFSI sector. Job Requirements Strong understanding of banking operations, including cash management, credit card processing, and customer service. Experience with software development, implementation, and maintenance is desirable. Excellent problem-solving skills and ability to work under pressure. Strong communication and interpersonal skills, with the ability to lead teams effectively. Ability to analyze data and make informed decisions to drive business growth. Knowledge of regulatory requirements and industry standards in the BFSI sector.
Posted 2 weeks ago
2.0 - 3.0 years
4 - 8 Lacs
Karimnagar, Siddipet
Work from Office
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 2-3 years of experience in the BFSI industry, preferably in retail mortgages. Roles and Responsibility Manage and maintain strong relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and competitor analysis to stay informed about industry trends. Collaborate with internal teams to provide comprehensive solutions to clients. Develop and implement effective sales plans to meet or exceed monthly targets. Provide exceptional customer service and support to resolve client queries and concerns. Job Requirements Strong knowledge of retail mortgages and financial products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams. Proficiency in Microsoft Office and other relevant software applications.
Posted 2 weeks ago
1.0 - 6.0 years
1 - 3 Lacs
Madurai, Sivakasi
Work from Office
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 1-7 years of experience in the BFSI industry, with a strong background in managing receivables and excellent communication skills. Roles and Responsibility Manage and oversee the daily operations of the branch's receivable functions. Develop and implement strategies to improve cash flow and reduce bad debts. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze financial data to identify trends and areas for improvement. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records and reports of all transactions and activities. Job Requirements Strong knowledge of accounting principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other software applications. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information. Experience working in a similar role within the BFSI industry is preferred.
Posted 2 weeks ago
3.0 - 4.0 years
2 - 6 Lacs
Kumbakonam, Thiruvarur
Work from Office
We are looking for a highly skilled and experienced Legal Receivable 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 Manage and oversee legal receivables, ensuring timely recovery of outstanding amounts. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with internal stakeholders to resolve disputes and negotiate payment plans. Analyze financial data to identify trends and areas for improvement in the legal receivable process. Ensure compliance with regulatory requirements and industry standards. Maintain accurate records and reports of legal receivables, including aging analysis and credit risk assessments. Job Requirements Strong knowledge of legal principles and practices related to debt collection and recovery. Excellent communication and negotiation skills, with the ability to work effectively with cross-functional teams. Proficient in financial analysis and problem-solving, with strong attention to detail and organizational skills. Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines. Familiarity with banking regulations and industry standards, particularly those related to small finance banks. Strong analytical and reporting skills, with the ability to prepare clear and concise reports on legal receivables and associated metrics.
Posted 2 weeks ago
1.0 - 4.0 years
1 - 3 Lacs
Anupshahr, Namakkal, Erode
Work from Office
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, with expertise in handling receivables and collections. Roles and Responsibility Manage and oversee the branch's receivable portfolio, ensuring timely payments from customers. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with the collections team to resolve outstanding issues and reduce delinquencies. Analyze financial data to identify trends and areas for improvement in the bank's receivable operations. Provide excellent customer service, responding promptly to customer inquiries and resolving complaints. Ensure compliance with regulatory requirements and internal policies related to receivables and collections. Job Requirements Strong knowledge of accounting principles and practices, with experience in managing large datasets. Excellent communication and interpersonal skills, enabling strong relationships with customers and colleagues. Ability to work effectively in a fast-paced environment, prioritizing tasks and meeting deadlines. Proficiency in Microsoft Office applications, particularly Excel, with experience in data analysis and reporting. Strong problem-solving skills, with the ability to think critically and make informed decisions. Experience working in the BFSI industry, preferably in a similar role within a bank or financial institution.
Posted 2 weeks ago
1.0 - 4.0 years
2 - 6 Lacs
Erode
Work from Office
We are looking for a highly skilled and experienced Legal 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, with expertise in legal receivables. Roles and Responsibility Manage and oversee the collection process for outstanding debts. Develop and implement effective strategies to minimize bad debt and maximize recoveries. Collaborate with internal stakeholders to resolve customer disputes and improve cash flow. Analyze financial data to identify trends and areas for improvement in the collections process. Ensure compliance with regulatory requirements and industry standards. Maintain accurate records and reports on collections activities. Job Requirements Strong knowledge of legal principles and practices related to debt recovery. Excellent communication and negotiation skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in using financial software and systems. Strong analytical and problem-solving skills. Experience working in the BFSI industry is preferred.
Posted 2 weeks ago
1.0 - 2.0 years
1 - 3 Lacs
Madurai, Sankarankoil, Tirunelveli
Work from Office
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. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and issues related to payments. Analyze financial data to identify trends and areas for improvement in the bank's receivables. Ensure compliance with regulatory requirements and company policies. Maintain accurate records and reports of all transactions and interactions with customers. Job Requirements Strong knowledge of banking regulations and laws. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other software applications. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information. Experience working in a similar role within the BFSI industry is preferred.
Posted 2 weeks ago
2.0 - 5.0 years
4 - 7 Lacs
Kolhapur, Pandharpur, Pune
Work from Office
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 2-5 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables, ensuring timely payments and minimizing bad debts. Develop and implement effective strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and disputes related to loan recoveries. Analyze financial data to identify trends and areas for improvement in the bank's receivables portfolio. Ensure compliance with regulatory requirements and internal policies regarding loan recovery practices. Maintain accurate records and reports on receivables management, including aging analysis and credit risk assessments. Job Requirements Strong knowledge of banking regulations and laws governing loan recoveries and collections. Excellent communication and interpersonal skills to build strong relationships with customers and internal stakeholders. Ability to analyze financial data and identify areas for improvement in the bank's receivables portfolio. Proficiency in using accounting software and Microsoft Office applications. Strong problem-solving skills to resolve complex issues related to loan recoveries and customer disputes. Experience working in a fast-paced environment with multiple priorities and deadlines.
Posted 2 weeks ago
0.0 - 4.0 years
2 - 6 Lacs
Chennai
Work from Office
We are looking for a highly motivated and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate should have 0-4 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and issues related to payments. Analyze financial data to identify trends and areas for improvement in the bank's receivables. Ensure compliance with regulatory requirements and company policies. Maintain accurate records and reports of all transactions and interactions with customers. Job Requirements Strong knowledge of banking operations, including credit and collections processes. Excellent communication and interpersonal skills to build strong relationships with customers and colleagues. Ability to work in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other software applications. Strong analytical and problem-solving skills to analyze financial data and identify areas for improvement. Ability to maintain confidentiality and handle sensitive information with discretion.
Posted 2 weeks ago
1.0 - 4.0 years
3 - 6 Lacs
Nanjangud, Mysuru
Work from Office
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 1-4 years of experience in the BFSI industry, preferably with a 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 Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong problem-solving skills to resolve client queries and concerns effectively. Experience working in a fast-paced environment with multiple priorities and deadlines.
Posted 2 weeks ago
1.0 - 5.0 years
3 - 7 Lacs
Gadag, Hubli
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 year of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch receivables department. Develop and implement strategies to improve cash flow and reduce delinquencies. Build and maintain relationships with key stakeholders, including customers and vendors. Analyze financial data to identify trends and areas for improvement. Ensure compliance with regulatory requirements and internal policies. Lead and motivate a team of professionals to achieve business objectives. Job Requirements Strong knowledge of accounting principles and financial regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other relevant software applications. Strong analytical and problem-solving skills. Experience in managing teams and achieving business results.
Posted 2 weeks ago
1.0 - 5.0 years
3 - 7 Lacs
Hubli, Gadag
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 year of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch receivables department. Develop and implement strategies to improve cash flow and reduce delinquencies. Build and maintain relationships with key stakeholders, including customers and vendors. Analyze financial data to identify trends and areas for improvement. Ensure compliance with regulatory requirements and internal policies. Lead and motivate a team of professionals to achieve business objectives. Job Requirements Strong knowledge of accounting principles and financial regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other relevant software applications. Strong analytical and problem-solving skills. Experience in managing teams and achieving business results.
Posted 2 weeks ago
1.0 - 2.0 years
3 - 4 Lacs
Madurai, Dindigul
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to offer personalized mortgage recommendations. Collaborate with internal teams to ensure seamless execution of mortgage applications and disbursements. Provide exceptional customer service by addressing queries and resolving issues promptly. Stay updated on market trends and competitor activity to stay ahead in the competitive mortgage landscape. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in retail mortgages. Strong understanding of financial products and services, including mortgages and related derivatives. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Proficiency in using technology platforms and software applications relevant to mortgage processing. Strong analytical and problem-solving skills to assess complex financial data and make informed decisions.
Posted 2 weeks ago
1.0 - 2.0 years
3 - 4 Lacs
Chennai
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to offer personalized advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in micro mortgages. Strong understanding of financial markets and investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze client financial data. Experience working with small finance banks or similar institutions is an added advantage.
Posted 2 weeks ago
1.0 - 4.0 years
3 - 6 Lacs
Tiruvannamalai, Chennai, Arani
Work from Office
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 1-4 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables, ensuring timely payments and minimizing bad debts. Develop and implement strategies to improve cash flow and reduce outstanding amounts. Collaborate with internal teams to resolve customer complaints and disputes related to receivables. Analyze financial data to identify trends and areas for improvement in the bank's receivables. Maintain accurate records and reports on receivables, including aging analysis and credit risk assessments. Ensure compliance with regulatory requirements and internal policies related to receivables. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking practices. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment with multiple priorities and deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong analytical and decision-making skills with attention to detail and accuracy. Experience working in a similar role within the BFSI industry is preferred. Location - Arani , Chennai , Tiruvannamalai , Vellore
Posted 2 weeks ago
6.0 - 8.0 years
8 - 10 Lacs
Tiruchirapalli, Srijangram
Work from Office
We are looking for a skilled Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 6-8 years of experience in the BFSI industry, with a strong background in managing receivables and handling cash operations. Roles and Responsibility Manage and oversee daily branch receivables, including processing payments and resolving customer inquiries. Develop and implement effective strategies to minimize bad debt and improve collection efficiency. Collaborate with internal teams to ensure seamless communication and coordination across departments. Analyze financial data and reports to identify trends and areas for improvement in receivables management. Ensure compliance with regulatory requirements and company policies related to receivables management. Train and guide junior staff members on receivables procedures and best practices. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking laws. Excellent analytical, problem-solving, and communication skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong attention to detail and organizational skills. Experience working in a similar role within the BFSI industry is preferred.
Posted 2 weeks ago
1.0 - 2.0 years
3 - 4 Lacs
Tiruchirapalli, Krishnarayapuram
Work from Office
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 a background in finance or banking. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables. Develop and implement strategies to improve cash flow and reduce bad debts. Collaborate with the sales team to identify and mitigate potential risks. Analyze financial data to provide insights on customer behavior and preferences. Maintain accurate records and reports of all transactions and interactions. Ensure compliance with regulatory requirements and internal policies. Job Requirements Strong knowledge of accounting principles and practices. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information. Experience working in a similar role within the BFSI industry is preferred.
Posted 2 weeks ago
1.0 - 6.0 years
3 - 8 Lacs
Madurai, Dindigul, Karaikkudi
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-8 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch receivable function. Develop and implement strategies to improve cash flow and reduce delinquencies. Build and maintain relationships with key stakeholders, including customers and internal teams. Analyze financial data to identify trends and areas for improvement. Collaborate with cross-functional teams to achieve business objectives. Ensure compliance with regulatory requirements and company policies. Job Requirements Strong knowledge of accounting principles and financial regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other relevant software applications. Strong analytical and problem-solving skills. Experience in managing and leading a team of professionals.
Posted 2 weeks ago
1.0 - 3.0 years
1 - 3 Lacs
Tohana
Work from Office
We are looking for a highly motivated and experienced professional to join our team as a Receivable Executive in Equitas Small Finance Bank. The ideal candidate will have 1-3 years of experience in the BFSI industry. Roles and Responsibility Manage and maintain accurate records of receivables, including invoices, payments, and outstanding balances. Develop and implement effective strategies to minimize bad debt and improve cash flow. Collaborate with cross-functional teams to resolve customer complaints and disputes. Analyze financial data to identify trends and areas for improvement in receivable management. Ensure compliance with regulatory requirements and internal policies related to receivables. Provide excellent customer service to clients, responding promptly to their inquiries and resolving issues professionally. Job Requirements Strong knowledge of accounting principles, financial regulations, and banking practices. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment with multiple priorities and deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong analytical and organizational skills with attention to detail and accuracy. Experience working with receivables, including invoicing, payment processing, and collections.
Posted 2 weeks ago
4.0 - 9.0 years
2 - 4 Lacs
Pattukkottai, Kumbakonam, Thanjavur
Work from Office
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 4 to 9 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 Strong knowledge of Mutual Funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving and time management skills to meet deadlines and prioritize tasks effectively. Proficiency in using technology-based tools and platforms for managing client portfolios. Experience working in a fast-paced environment with multiple priorities and deadlines.
Posted 2 weeks ago
0.0 - 4.0 years
2 - 6 Lacs
Tiruvannamalai, Chennai, Vellore
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with knowledge of micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products and services. Collaborate with internal teams to ensure seamless delivery of banking products and services to customers. Stay updated with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Strong understanding of micro mortgages and other financial products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Proficiency in using technology and software applications. Ability to build strong relationships with clients and colleagues.
Posted 2 weeks ago
1.0 - 4.0 years
2 - 4 Lacs
Kumbakonam, Thiruvarur
Work from Office
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 1-4 years of experience in the BFSI industry, preferably with a 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 Strong knowledge of mutual funds products, including their features, risks, and benefits. Excellent communication and interpersonal skills to build strong relationships with clients. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong problem-solving skills to resolve client queries and concerns effectively. Experience working in a fast-paced environment with multiple priorities and deadlines.
Posted 2 weeks ago
1.0 - 4.0 years
13 - 23 Lacs
Pune
Hybrid
We are seeking to hire an individual for the role of Business Analyst / Lead Analyst Associate, Customer Success. This individual should be passionate about solving real-world business problems through data and technology. The role requires strong analytical abilities, a foundational understanding of finance, and the drive to work closely with both clients and internal teams to deliver impactful solutions. You will play a pivotal role in supporting client success through the implementation of an AI-driven platform. The role includes understanding business requirements, ensuring smooth solution implementation, reviewing data output quality, and collaborating with multiple stakeholders including engineering, product, and delivery teams. You will help interpret unstructured financial data, draw insights, and contribute towards refining the client experience and platform outcomes. Responsibilities: Understand client business needs, objectives, and processes to translate into clear and structured requirements. Involved in a combination of Business Analyst activities such as requirement gathering, process mapping, preparing BRDs, reviewing outputs, and identifying areas for improvement. Work closely with the internal team to validate data extracted from unstructured financial documents. Data validation and analysis will be key aspects of the role to ensure accurate, high-quality outputs. Provide inputs and insights throughout development and testing phases to ensure alignment with client goals. Coordinate and track activities related to solution implementation and client success. Perform functional and quality checks on data outputs and flag issues early. Support user story writing and documentation of business use cases. Participate in client demos, feedback sessions, and provide ongoing support for queries or enhancement requests. Identify trends and anomalies in data to improve platform accuracy and value. Maintain documentation such as process flows, UAT test cases, feedback logs, etc. Actively contribute towards continuous improvement in product quality, processes, and user satisfaction. Qualifications: Tech Skills: Good understanding of financial data, accounting principles, and financial statement analysis. Hands-on experience with Excel for data validation, analysis and reporting. Basic understanding of SDLC and Agile processes is preferred. Prior exposure to tools like Jira, Confluence, or similar will be a plus. Soft Skills: Strong verbal and written communication skills with the ability to interact effectively with clients and internal teams. Team player with the ability to also manage tasks independently. Excellent attention to detail and critical thinking ability. Strong analytical skills and a proactive mindset toward issue resolution and improvements. Ability to multitask in a fast-paced, dynamic environment. Willingness to learn and grow with evolving business and tech landscapes. Education Qualifications: B.Com / M.Com / MBA (Finance) or equivalent Employment Type: Full Time
Posted 2 weeks ago
0.0 - 2.0 years
1 - 2 Lacs
Mumbai, Pune, Kalyan
Work from Office
Job Summary: We are looking for a detail-oriented and motivated Finance Intern to support our Finance team in managing and maintaining master data and reporting activities. This role offers hands-on experience in financial operations and exposure to key business processes. Key Responsibilities: Create and update Master Data including Material, Vendor, Customer, Cost Center, and General Ledger (GL) records. Assist in maintaining data accuracy and integrity across financial systems. Prepare and maintain Excel-based reports to track daily and monthly database activities. Support the team in achieving Key Performance Indicators (KPIs) by providing timely and accurate data. Collaborate with cross-functional teams to ensure smooth data flow and process alignment. Continuously seek opportunities to improve processes and support ongoing process improvement initiatives . Qualifications: Pursuing or recently completed a degree in Finance, Accounting, Commerce, or a related field . Strong proficiency in Microsoft Excel (formulas, pivot tables, charts, etc.). Basic understanding of financial concepts and master data management. Good analytical and problem-solving skills. Attention to detail and ability to work independently. Excellent communication and interpersonal skills. What You will Gain: Practical experience in financial operations and data management. Exposure to ERP systems and corporate finance processes. Opportunity to contribute to real-time business improvements. Mentorship and guidance from experienced finance professionals.
Posted 2 weeks ago
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