Banking Executive

Start your next role as a Banking Executive with Upturn United Consultancy Private Limited in Salt Lake, Kolkata. The pay goes up to ₹30,000/month. There are 5 open positions.

In the employer’s words

Analyze Market Trends And Provide Tailored Investment Strategies For Clients. Manage Financial Portfolios To Maximize Returns While Minimizing Risks. Offer Ongoing Advice And Maintain Client Relationships For Long-Term Financial Growth. More Than 2 Years Experience Compulsory. | Basic Excel, Advanced Excel, Record Management | Skills Needed : Email

Pay and perks

Compensation: ₹20,000 – ₹30,000 per month.

Key responsibilities

• Comply with RBI/IRDAI guidelines and internal audit norms
• Follow up on applications until disbursal or policy issue
• Source and onboard customers for loans, accounts or insurance products
• Manage collections and track overdue accounts
• Verify KYC documents and complete application formalities
• Cross-sell relevant financial products to existing customers

Candidate profile

• 2+ years of experience in a similar role
• Minimum qualification: Graduate
• Good knowledge of Advanced Excel, Basic Excel, Email and Record Management
• Basic English
• More Than 2 Years Experience Compulsory.
• Basic Excel, Advanced Excel, Record Management
• Skills Needed: Email
• Someone ethical and trustworthy

Job details

• Job location: Salt Lake, Kolkata, West Bengal
• Interview: 11:00 AM - 4:00 PM | Monday to Saturday
• Work type: On-site
• Openings: 5
• Timings: 10:00 AM - 7:30 PM | Monday to Saturday
• Employment type: Full time

Ready to start? Upload your resume and apply to Upturn United Consultancy Private Limited today.