Total 29 Finance / Banking / Insurance job vacancies in hyderabad

1. Manage and develop relationships with franchisees in the assigned area
2. Oversee the sales and distribution of investment products through franchisee network
3. Provide expert guidance on IP (Investment Products) to franchisees and clients
4. Drive B2B sales initiatives to expand market share in the region
5. Implement strategies for franchisee acquisition and retention
6. Monitor and analyse market trends in broking and securities
7. Ensure compliance with regulatory requirements in all operations
8. Develop and deliver training programmes for franchisees on investment products
9. Set and achieve sales targets for the assigned area
10. Collaborate with internal teams to enhance product offerings and marketing strategies
11. Conduct regular performance reviews of franchisees and provide constructive feedback
12. Represent the company at industry events and conferences
13. Prepare and present periodic reports on area performance to senior management

Role: Oracle Fusion Finance Functional Consultant With EBS

Exp: 5Years
Mandatory Skills: Oracle Finance, Fusion, EBS, Data Migration Tax Configuration, Budget Control, Oracle AIM,UAT, OUM,AL,CM, GL.

Must have completed 3-4 full-cycle implementation projects (end to end)

Mode : Work From Office
 

Top 3 Reasons To Join Us

• International Environment
• Fully Remote
• Working on the latest tech for the Insurtech Market Leader

About Us

At CoverGo, our mission is to empower all insurance companies to make insurance 100% digital and accessible to everyone.

• We are a leading global no-code insurance platform for health, life, and P&C
• We’re the winner of the Insurtech of the Year in all of Asia and other awards globally
• We work with insurance enterprise clients such as AXA, Bupa, MSIG, Dai-ichi, Bank of China Group Insurance, and many more
• We're an international, diverse team of over 120 people with 30 nationalities and team members working remotely from all over the world
• We are fully funded and backed by reputable VC funds and strategic institutional investors
• We have a global presence in Asia, EMEA and the Americas
• We’ve grown our annualized revenue by over 30x since January 2021
• We’re constantly working towards making CoverGo a workplace that you love coming to. We deeply believe that bringing together a diversity of thoughts, expressions, and perspectives is key to building the best culture for equally diverse communities all over the world

About the Role

A cloud technology-focused individual providing design and delivery expertise for forward-looking solutions in a modern cloud-based insurance environment. The successful candidate will work directly with clients, assessing their needs, designing tailored solutions, and supporting business initiatives in alignment with defined roadmaps. This role is technology agnostic but emphasizes solutions leveraging heavily on AWS and/or GCP environments, incorporating elements of open-source, PaaS, and SaaS components.

What You Will Do

• Engage with clients to understand their requirements and advise on appropriate solution architectures
• Collaborate with Product Managers to ensure alignment between client needs and solution design
• Work closely with Delivery Managers to oversee the architecture approach during solution deployment
• Explore a range of possibilities and creative alternatives to identify the most effective solutions
• Ensure that designed solutions are implemented in accordance with client expectations and company standards
• Assist in identifying, specifying, and selecting off-the-shelf components to meet client needs
• Provide ongoing support and guidance to clients throughout the implementation process
• Maintain awareness of industry trends and emerging technologies to continuously improve solutions

Required Skills and Knowledge

• At least 6 years of professional experience in solution architecture design and delivery roles in the insurance vertical with exposure to multiple lines of business
• Experienced in delivering cloud-based technology product solutions in an enterprise environment
• Ability to assist in defining and socialising a product/enterprise roadmap
• Ability to translate client requirements into actionable steps and solution architectures
• Understand business architecture models & patterns
• Has designed and implemented innovative and creative solutions to business problems
• Can think "outside the box", but also be able to understand the business constraints that lead to “in the box” approaches
• Understand the optimum approaches for cloud-based applications with high availability and highly scalable solutions
• Experienced in designing solutions in a Relational DB and noSQL environment 
• Experienced in designing for API & Micro-services centric environments 
• Demonstrated capability to self-learn new technology trends and approaches
• Ideally has experience or understanding of the benefits of low-code platforms 
• While the Solution Architect is not expected to build the solutions experience of multiple development languages & various DB engines will be advantageous
• Exposure to authentication and authorisation concepts (SSO, SAML integration, identity federation etc)
• Excellent communication skills, both written and verbal

Required Competencies

• Must be equally comfortable discussing the solution strategies and enterprise roadmap with people at all levels of our organisation and CxO to project-level teams in our clients
• Strong analytical skills & ability to understand and collect business requirements from corporate clients.
• Strong ability to build the value proposition and solution documents, and in some cases, the business case for a corporate client.
• Relationship management experience with corporate clients.
• Excellent organisational, interpersonal & communication skills and an ability to engage audiences
• Excellent decision-making and judgment skills
• Understanding of insurance business processes across all areas and at least two lines of business
• Maintains direction and focus through proactive planning and organized approaches to work
• Certification in one architecture discipline (TOGAF, Zachman, etc.) is a distinct advantage
• Certification in one cloud environment is a distinct advantage with a broad knowledge and experience of the cloud platform’s capabilities
• A high proficiency in working in English as your primary language

Why You'll Love Working Here

• Competitive remuneration package
• 15 days annual leave
• Annual Performance Bonus
• Stock Options after 6 months
• Company activities and events
• Learning and development plan
• Remote work allowance
• Anniversary Bonus

CoverGo Company Video

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GENERAL DUTIES & RESPONSIBILITIES
• Review referrals from potential matches on appropriate sanctions and PEP lists using applicable systems.
• Review transaction monitoring alerts to highlight accounts with suspicions of money laundering.
• Perform investigations using account holder information in conjunction with alternative sources to verify and validate information and to maintain a focus on a fair outcome for the customers.
• Review of transaction monitoring alerts to identify suspicious patterns of customer behaviour.
• Monitor and investigate account activity to identify potentially fraudulent behaviour in an efficient and timely manner.
• Engage with 3rd parties to validate information and activity.
• Review savings, loans and credit card applications to confirm affordability and/or detect any fraudulent activity.
• Review Customer accounts to assess account behaviour and identify suspicions activity.

• Review application, fraud prevention data and customers credit files to make lending decision.

• Ensure all relevant systems are updated accordingly with correct outcome.

• Where applicable escalate concerns using proper channels.

• Correspond with customers to obtain information and/or supporting documentation.

• Ensure compliance with all applicable regulations.

• Other related duties assigned as needed.

EDUCATION REQUIREMENTS
High school diploma or equivalent level of education.

GENERAL KNOWLEDGE, SKILLS & ABILITIES
• Experience of working in a back office/call centre environment.
• Good understanding of fraud/AML processes and procedures.
• Good understanding of credit underwriting processes and procedures.
• Excellent customer service skills
• Excellent verbal and written communications skills
• Excellent analytical, organisational and interpersonal skills
• Excellent time management
• Ability to work both independently and in a team environment
• Ability to adapt quickly to change
• Good computer navigation and operation skills
• Demonstrate problem-solving and decision-making skills
• Ability to gain good understanding of regulations governing UK and EU

• Fluent in English

FIS JOB LEVEL DESCRIPTION
Senior support level role. Highly-skilled with extensive proficiency. Performs either credit underwriting/ fraud/AML support activities by following standard processes and work instructions. Should have the ability to question and challenge where applicable in order to make decisions on savings, loans and credit card applications.  May also be responsible for customer and transaction monitoring for new and existing customers. Will handle more complex cases such as appeals or referrals from other departments or team members as well as escalations and location dependant, boarded application fraud.  Depending on location may handle calls from existing customers, applicants applying for credit or savings products, victims of fraud and/or financial institutions.  Should work under minimum supervision. May coach/mentor other staff under the guidance of Team Leads, may also be responsible for allocating work daily and ensuring SLAs are met.  Will be expected to meet agreed handling times for processing work whilst maintaining required quality standard. Will be required to carry out other duties as determined by business needs.  Typically requires a minimum of 2 years customer service /fraud detection/ credit underwriting support experience or relevant transferrable skills which may include experience of supervising staff.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

1. Authenticate documentation presented for all loan applications and ensure they meet the KYC requirements and credit appraisal requirements as the SoP.

2.Conduct appraisal of customer loan applications and make recommendations for approval/other

3.    Ensure compliance with the Organisations’s Credit Policy, Procedures and service level agreements.

4.    Proactively manage risk /exposure for assigned portfolio continuously to ensure minimized risk and ensuring good performance

5.    Verify that securities are provided and forwarded for perfection.

6.    Ensure recovery of items pledged as security on delinquent loans.

7.    Assist in the restructuring of debts in the interest of the organization and customer.

8.    Assist in the grading and classification of loan accounts.

9.    Manage Customer and stakeholder relations in accordance with agreed Service Level Agreements.

10.  Any other duties assigned by the Supervisor

• Reaching out to the potential clients, mostly the real estate developers to understand their business strategy, future growth plan and funding requirement.
• Advising the clients on most suited strategic solutions in terms of fund raising through different avenues, acquisition of land and constructed assets and divestment of land and constructed assets.
• Originating transactions related to land acquisition, fund raising for projects, investment sales and other structured deals at different stage of real estate business cycle and getting mandates from the clients for the same.
• Getting closure of the transactions originated and collection the advisory fees from the clients.
• They will also collaborate with cross-functional teams to develop strategic plans and drive business growth.

Related Activities:

• Thorough industry or market analyses, Company profiles / Portfolio analysis, Thematic studies, Pitch books, Capital Structure / Liquidity Analyses, Cash Flowing Modeling, Market Comparable analysis, competitive benchmarking and opportunity assessments through in depth primary and secondary research.
• Client and investor interactions, site visits, preparing new databases and maintaining existing databases on a regular basis.

Key Skills 

• Managing full project life cycle of Investment Banking solutions for the clients in Real Estate sector.
• Thorough industry study or market analyses
• Company profiles / Portfolio analysis
• Capital Structure and Liquidity Analysis
• Pitch books/ Information Memorandums
• Financial Cash Flow modelling including DCF valuation, LBO, Merger
• Client relationship management
• Interpersonal communication skills
• Work in a fast-paced dynamic environment
• Solution oriented

Business System Design

• Drive end to end responsibility of Global process standardization in accordance with business needs and best practices.
• Ensure that processes are managed consistently across regions, delivering efficiencies and cost savings.
• Alignment of the business process with the agreed Harsco business systems and Oracle ERP fundamental principles.
• Consistency in the Oracle solution deployed globally in the finance area and co-ordination for procurement and operations.
• To ensure that all statutory accounting is brought with the solution (accounting and reporting).
• Raise any change request to Oracle team with an understanding of requirements and benefits / implications and alignment with process / user experience.

Processes/Drives Continuous Improvement initiatives for accounting processes

• Ensure SOP created for all processes in all locations at country level and at centralized Shared Services.
• Managing repository and centralisation of all SOP globally
• Ensure deployment of SOP is harmoniously embedded in the Oracle implementation process (training, sharing and explanation)
• Monitor global processes, ensuring optimal uptake of system automation
• Ensure continuous update of processes globally – communicating with all the finance /accounting and operations stakeholders - proposing/assessing improvements
• Ensure that the Global Chart of Account and statutory accounts are correctly updated
• Champion the efficient and effective use of Oracle ERP.
• Supervise the training program for Oracle Finance and co-ordinate with procurement and operations.

Project management

• Communicating and Monitoring of the business stream tasks timely delivery (Oracle implementation)
• Ensuring proper deployment of modification or enhancement of the processes (post Oracle implementation)
• Close collaboration with the Shared Services / Regional Finance Directors / Oracle IT Team / Coordination with the procurement and asset maintenance departments
• The day-to-day role will often straddles strategy, service delivery, managing competing initiatives and gaining alignment from key stakeholders across an organization
• Act as a single point of accountability for the process's effectiveness and efficiency across various geographical locations and departments.
• Ensure alignment of Business process with business Strategy.
• Responsible for managing process performance, identifying inefficiencies, driving continuous improvement, and ensuring the harmonization of the process across all regions and functions
• Works with limited supervision; normally receives little instruction on day-to-day work and general instructions on new assignments.
• Should build good rapport and working relationships with overseas internal clients
• Should have process drafting and visualization skills
• Should be able to train shared services team based on business need

Key responsibilities

• Maintain the cost management framework across the portfolio, including cost control & cost challenge
• Ensure that benefits are consistently defined, tracked and accepted by budget owners
• Preparation of reporting and presentation of cost and benefit tracking to the GTC and the Group Supervisory Board.
• Completion of month end activity to ensure costs are appropriately captured to the correct Projects
• Supporting Project Managers with monthly forecasting and tracking of costs and benefits
• Supporting Project Managers & Project Sponsors with producing Project Initiation documentation through estimation of the project costs & identifying & quantifying benefits
• Strategic Programme Reporting to Executive Sponsors including production of commentary within the required timelines
• Ownership of Group Finance reporting requirements including production of commentary within the required timelines
• Supporting the GTC with the budget process, including production of commentary to Group Financial Planning & Analysis Team within the required timelines
• Work with the Portfolio Governance Team on ad hoc tasks including reporting, budgeting, planning and group communications.

• Provide support for Trust Officer activities: 
  • Quarterly funding and ad-hoc funding exercises
  • Annual saving of 1099’s, K1’s, and other associated tax documents
  • Preparing, obtaining, and organizing relevant tax documents for Trust CPA’s
  • Other ad-hoc projects as they arise. 
• Month-end account reconciliation: 
  • Saving of statements from numerous brokerage institutions
  • Perform monthly reconciliations of trust accounting system on assets held away and other alternative assets (equities, private businesses, loans, real estate etc.). 
• Review and execute trustee duties within complex Trust structures: 
  • Research Trust transactions with a team of Trust Accounting Analysts. 
  • Research and resolve intricate scenarios that arise within Trust structures. 
  • Support Trust Officers with client relationship management (CRM) system. 

1. Business Support and Analytics

a)     Extensive involvement in annual budget exercise of CAPEX and present to Manufacturing Heads, Project Head, GMO BU Head and CXOs for review and approvals.

b)    Identification of process simplifications which will result in elimination of manual process or strengthen existing process.

2.Controlling & Period Closure

a)     Review and ensure completeness of capitalization of all entities

b)    Review of liquidated damages, GST ineligibilities entries, Asset Discard Provisions and recommend for necessary entries

c)     Review and ensure completeness of Manual Depreciation, Delayed Capitalization.

d)    Review and ensure completeness of asset STO's reconciliation and recommend for necessary entries

e)     Depreciation Expenses Review and ensure completeness

f)     Depreciation Expenses – Monthly and Full Year Latest Estimates review and circulation to key stakeholders

g)    Review of Open Commitments

h)     Maintaining the FSCP checklist

i)      Periodical review of schedules for the balance sheet items

j)      Ensure all the contingencies are provided for

k)     Ensure the compliance to IFRS, Ind AS and other accounting guidelines

l)      All the internal accounting policies, SOPs and DOA need to be adhered to

m)   Review of non-routine transactions of GMO and inform to Corporate on a timely basis.

3. MIS, Cash Flows and CWIP Review

a)     Preparation of Monthly analytical MIS:

-          Key Business highlights and Concerns which requires management attention

-          Project Approvals: Budget Vs Actual at YTD and full year including LE

-          CAPEX Cash Flows at YTD and full year including LE

b)    Preparation and circulation of Cash Flow Projections to Management on periodical basis

c)     CWIP Balances: Monthly review with Plants and Project Managers and ensure all overdue project raised PSCR –Timelines, ACR’s (Asset Commission Report) etc.,

4. SPOC (Single Point of Contact): Audits & Compliance

a)     Statutory Audit: Assisting for / providing information as required by auditors.

b)    SOX & Internal Audit: Support for Internal / Operations audits, Management testing and walkthroughs for SOX at the Plant.

c)     Digitalization Initiatives

Role: Senior Oracle Finance Functional Consultant
✨ Experience: 6Years  - 12 Years

A leading name in the insurance industry, is seeking dedicated  and customer-focused individuals to join our Claim Support and Customer Support teams based in our Hyderabad office. As part of our support staff, you will play a  crucial role in providing our customers with exceptional service, assisting them  through their insurance claims process, and addressing any inquiries they have with professionalism and empathy.

Claim Support Duties:

• Assist customers in filing insurance claims, providing clear guidance on required  documentation and procedures.
• Update customers on the status of their claims, ensuring transparent communication throughout the process.
• Collaborate with the claim processing team to expedite claim resolutions and  customer satisfaction

Customer Support Duties:

• Address customer inquiries and concerns regarding insurance policies, billing, and coverage via phone, email, and live chat.
• Provide accurate and timely information to customers, helping them make informed  decisions about their insurance needs.
• Retain customer satisfaction by offering prompt resolutions and follow-ups on pending issues.
   

A leading player in the insurance industry, is looking for  dynamic and motivated Insurance Sales Agents to join our growing team. As a part  of our team, you will play a crucial role in connecting our clients with insurance policies that meet their needs, helping them secure their future and that of their 
loved ones.

Key Responsibilities:

• Sales and Customer Acquisition: Reach out to potential clients through tele-sales activities to promote and sell Insurance products, ensuring monthly sales targets are met or exceeded.
• Targets- Achieve their Weekly sales and revenue targets.
• Client Consultation: Provide expert advice to clients on selecting the most suitable  insurance policies based on their needs, lifestyle, and financial situation.
• Policy Administration: Guide clients through the application process, ensuring all information is accurate and all requirements are met.
• Customer Service: Maintain strong relationships with clients, offering support and assistance with policy inquiries, changes, and claims.
• Market Awareness: Stay informed on market trends and new products to provide up-to-date solutions to clients.
• Compliance and Ethics: Ensure all sales activities comply with legal and regulatory requirements and uphold the highest ethical standards.

• Perform walkthroughs of key SOX processes and assist with the preparation of flowcharts.
• Complete and document SOX testing for various key controls, including interacting with control owners/stateholders and addressing review comments from supervisor review.
• Assist the Business Controls Teams with annual user access reviews and certification for certain IT systems and locations.
• Perform Nintex vendor validations and reviews.
• Assist with the completion of special projects as needed.

As an Accounts Executive at Vroutes, you will play a crucial role in ensuring the accuracy and efficiency of financial  operations for our esteemed clients. Working closely with the accounting team, you will be responsible for managing  various accounting tasks, maintaining financial records, and delivering timely reports to support informed decision making.

Key Responsibilities:

Client Relationship Management:

• Serve as the primary point of contact for assigned clients, building and maintaining strong relationships.
• Understand client requirements and objectives, providing strategic financial advice and solutions.

Team Leadership and Development:

• Supervise and mentor a team of accountants and finance professionals, fostering a culture of collaboration and excellence.
• Provide guidance and support to team members, ensuring their professional growth and development.

Financial Analysis and Reporting:

• Review the financial statements prepared by the team and make sure they are accurate for submissions.
• Provide insights and recommendations based on financial analysis to support decision-making.

Taxation

• Review the tax computations to make sure they are prepared in compliance with tax law 

Process Optimization:

• Review existing accounting processes and systems, identifying areas for improvement and optimization.
• Implement best practices and procedures to enhance efficiency and effectiveness.

Compliance and Risk Management:

• Ensure compliance with accounting principles, standards, and regulatory requirements.
• Mitigate financial risks by implementing robust internal controls and procedures.

Client Engagement and Business Development:

• Collaborate with the business development team to identify opportunities for upselling services and expanding 

Client portfolio.

• Participate in client meetings and presentations, showcasing Vroutes expertise and value proposition.