Finance Executive
Pimpri, Pune
Overview
The Finance Executive will support financial proposal development, documentation, and client coordination while ensuring regulatory compliance, accurate reporting, and effective communication with banks, clients, and internal teams.
Scope of Work
- Study and stay updated on finance products, bank policies, and financial ratios
- Prepare, review, and update financial proposals and documentation
- Communicate with clients, bankers, advocates, and valuers for query resolution
- Ensure timely team follow-ups and regulatory compliance
- Address client feedback promptly and escalate issues when needed
- Analyze financial statements and prepare projections for loan proposals
- Draft disbursement formats, profiles, and post-disbursement documents
- Collect and submit required documents between clients, banks, advocates, and valuers
- Prepare monthly and quarterly compliance reports and certificates
- Assist in marketing activities such as creating flyers, videos, and presentations
Educational Qualifications
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12th pass
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B.Com / M.Com / MBA
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Finance-related degrees
Required Skills
- Basic English communication
- Tally
- MS Excel, Word, PowerPoint
- Soft skills
- Knowledge of accounting, bookkeeping, and finance
- 1 to 2 years of experience in accounting, finance, or marketing
- Commitment to a minimum 2-year association
Good to Have
- Experience in a financial advisory company
- Familiarity with loan compliance and certification processes
- Marketing and content creation skills (flyers, videos, PPTs)
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