Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

Financial Advisor Valura.ai

5.0 - 9.0 years

0 Lacs

karnataka

On-site

As a Financial Advisor, you will play a pivotal role in providing tailored financial strategies to high-net-worth individuals, NRIs, and expats in the UAE. Your responsibilities will include building and managing long-term client relationships, assessing client needs and risk tolerance to develop holistic financial plans, and offering strategic advice on investment portfolios, insurance, estate planning, and tax optimization. Collaborating with investment specialists, research analysts, and product teams, you will craft bespoke solutions across asset classes such as equities, fixed income, structured products, and offshore options. It will be essential to stay informed about market trends, regulatory changes, and global financial developments to ensure compliance with Dubai regulatory authorities and internal risk frameworks. To excel in this role, you should possess a deep understanding of financial instruments, portfolio allocation, and risk profiling. Proficiency in Microsoft Excel modeling skills, strong relationship management, and communication skills are also key requirements. A proven track record of building and retaining relationships with high-net-worth individuals, along with a Bachelor's degree in Finance, Economics, or a related field, will be advantageous. Joining our boutique yet fast-growing wealth platform will provide you with access to exclusive investment opportunities, family office advisory services, and digital-first tools. You will enjoy a high-impact role that offers entrepreneurial freedom, fast decision cycles, performance-driven incentives, and international exposure.,

Posted 10 hours ago

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Collection Manager - Flows SkillLabs

3.0 - 7.0 years

0 Lacs

ghaziabad, uttar pradesh

On-site

Roles and Responsibilities :- Allocation of portfolio to vendor basis the past performance trend and FOS availability, creating adequate manpower capacity for the portfolio. Review cases with FOS / TL and work assignment basis the disposition code. Coordinating with agency resources and doing the call planning for better resolution, ensuring appropriate support to the agency on difficult cases. Receipt book & Repo kits allocation and auditing periodically Agency billing closure within 60 days of the work completed month. Ensuring prior approvals in repo cases & helping the agency manage repo related issues. Handling collection/repo related customer service issues/escalations. Coordinating with legal team for initiating legal actions against chronic defaulters & dealing with enforcement agencies in cases filed against the organisation by customers/third parties. BKT resolution with agency and FOs level need to be tracked & reviewed. Flow rates to next BKT needs to be restricted on the location you are handling. Remove the non-performing FOs and recruitment the fresh team and train as and when required. CRM queries needs to be closed as per the TAT assigned. RCU audit queries must be reverted before TAT and implementation of committed action at field level. Receipt book discrepancies needs to be discussed with agency and ensure no reoccurrence of such issues in field. HHT 100% utilization and report to be submitted to ACM / RCM on regular basis. HHT not working need to be informed to IT team for need of support.,

Posted 2 weeks ago

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