Banking finance

Job Description Company Overview Sodhani Academy of Fintech Enablers Ltd. (SAFE) is a BSE Listed Company engaged in financial literacy, investor education, wealth management support, and fintech-enabled financial services. The organization is committed to empowering individuals through financial awareness, investment education, and professional financial training programs across India. Website: https://www.safefintech.in/home Position Summary We are looking for a passionate, knowledgeable, and result-oriented Banking & Finance Executive to support and deliver activities related to banking, financial services, customer engagement, and financial products. The selected candidate will be responsible for handling banking and finance-related operations, supporting customer and institutional requirements, explaining financial products and services, and contributing to the organization's financial education and BFSI initiatives. Key Responsibilities Handle day-to-day activities related to Banking, Finance, and BFSI services.Assist customers and students in understanding banking products, financial services, and basic investment concepts.Explain products such as Savings Accounts, Current Accounts, Loans, Credit Cards, Insurance, Mutual Funds, and other financial products.Support customer onboarding, documentation, KYC verification, and account-related processes.Coordinate with banks, NBFCs, financial institutions, and other BFSI partners.Assist in lead generation, customer follow-ups, and relationship management for banking and financial products.Maintain accurate records of customer information, applications, documents, and transaction-related data.Coordinate with internal teams to ensure timely processing of customer and institutional requirements.Support financial literacy programs, banking awareness sessions, workshops, and institutional activities.Conduct basic research on banking products, financial services, industry developments, and market trends.Assist in preparing presentations, reports, MIS, and other banking and finance-related documentation.Maintain regular follow-ups with prospective and existing customers and provide appropriate information regarding financial products.Ensure proper documentation and compliance with applicable banking and financial service processes.Handle customer queries professionally and coordinate with relevant teams for resolution.Develop and maintain strong relationships with customers, institutions, banking partners, and other stakeholders.Stay updated with developments in Banking, NBFCs, Fintech, Digital Banking, Payments, and Financial Services.Required Skills & Qualifications Bachelor's or Master's Degree in Finance, Commerce, Banking, Business Administration, Economics, or a related discipline.Strong understanding of banking and financial services.Knowledge of Banking Products, Loans, Insurance, Mutual Funds, Investments, KYC, Digital Payments, and Financial Services.Basic understanding of RBI guidelines, banking processes, and financial regulations will be an added advantage.Strong communication, presentation, and interpersonal skills.Ability to explain financial products and concepts in a simple and customer-friendly manner.Good customer relationship and coordination skills.Proficiency in Microsoft Excel, PowerPoint, and other digital tools.Strong analytical, organizational, and problem-solving skills.Good negotiation, follow-up, and relationship management abilities.Ability to work independently as well as collaboratively with internal and external teams.Passion for the Banking, BFSI, Fintech, and Financial Services sector.Experience 13 Years of Experience in Banking, BFSI, NBFC, Financial Services, Relationship Management, Customer Service, Fintech, or a related field. Freshers with a strong academic background in Banking/Finance, excellent communication skills, good knowledge of financial products, and a genuine interest in the BFSI sector are also encouraged to apply. Salary Range Freshers: 14,000 20,000 per month, depending on skills, qualifications, and interview performance.Experienced Candidates (13 Years): 22,000 26,000 per month, depending on relevant experience, skills, and overall suitability for the role.Work Location In Person Jaipur Employment Type: Full-Time Compensation: 15,000.00 - 20,000.00 per month Work Location: In person .