Financial Associate

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Mumbai, Maharashtra
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Join our client as a Financial Associate and contribute to managing client portfolios and financial transactions.

Apply now

About the role

As a Financial Associate, you will assist clients with various banking needs, including account management, loan processing, and financial transactions. Collaborating with the finance team, you will ensure compliance and accuracy while providing exceptional customer service.

The ideal candidate should possess a solid understanding of banking operations and a commitment to helping clients achieve their financial goals. You will thrive in a dynamic environment, where your financial acumen is valued and utilized.

Our client fosters a collaborative team atmosphere, offering opportunities for professional growth and development. If you are motivated and passionate about supporting others in their financial journeys, this position is an excellent fit for you.

What you'll do

  • Manage client accounts and inquiries
  • Assist in loan processing and approvals
  • Ensure compliance with banking regulations
  • Provide financial advice to clients

What you'll need

  • Bachelor's degree in Finance or related field
  • 2-5 years of experience in banking
  • Strong communication skills

Skills

Financial analysis Customer service Attention to detail

Good to have

Sales experience Knowledge of banking software

Benefits

  • Health insurance
  • Professional development opportunities
  • Performance bonuses

Interested in this role?

It takes about two minutes. Free to apply — KeralaCarts never asks candidates for money.

Apply now

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Questions about this job

What responsibilities will I have as a Financial Associate?
You will manage client accounts, assist with loan applications, and provide financial advice.
What qualifications are needed for this role?
A degree in finance or related field and 2-5 years of experience in banking.
What is the salary range for this position?
The salary ranges from INR 40,000 to INR 70,000 monthly.

Listing last updated

Financial Associate

₹40,000–70,000 a month

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