Banking insurance executive ( Surat)

Naukripay group; Ghaziabad District; On-site; INR 250,000 - 420,000; Full time

Job summary

Naukripay group is seeking a Banking Executive to manage day-to-day banking activities, handle customer interactions, and coordinate with banks. The role emphasizes accurate documentation and timely financial transactions.

The ideal candidate has 1-5 years of experience, a graduate degree in Finance/Commerce/Banking, strong communication skills, and MS Excel proficiency. Location is flexible as per company requirements, and the position is full-time.

Qualifications

• Graduate degree in Finance, Commerce, Banking, or a related field.
• 1-5 years of experience in banking, finance, accounts, or related role.
• Good knowledge of banking procedures and financial transactions.
• Proficiency in MS Excel and basic accounting software.
• Strong communication and interpersonal skills.
• Good numerical and analytical abilities.
• Attention to detail and ability to maintain confidentiality.

Responsibilities

• Handle daily banking transactions and account-related activities.
• Coordinate with banks regarding payments, deposits, transfers, and documentation.
• Manage cheque deposits, withdrawals, fund transfers, and reconciliation.
• Maintain accurate banking records and financial documents.
• Assist with opening and maintaining customer/company bank accounts.
• Follow up with banks for pending transactions and banking issues.
• Prepare reports related to banking transactions and cash flow.
• Ensure compliance with banking policies and company procedures.
• Handle customer queries and provide appropriate assistance.
• Coordinate with accounts and finance teams for smooth financial operations.

Skills

Banking Operations

Customer Service

Financial Transactions

MS Excel

Account Handling

Reconciliation

Documentation

Communication

Follow-up

Problem Solving

Education

Graduate degree in Finance, Commerce, Banking, or related field

Tools

MS Excel

Job description

Mail:- [e-mail]

Banking Executive - Job Description

Job Title: Banking Executive

Department: Banking / Finance

Experience: 1-5 Years

Location: As per company requirement

Employment Type: Full-time

Job Summary

We are looking for a Banking Executive to manage day-to-day banking activities, customer interactions, financial transactions, documentation, and coordination with banks. The ideal candidate should have good communication skills, basic financial knowledge, and strong attention to detail.

Key Responsibilities

• Handle daily banking transactions and account-related activities.
• Coordinate with banks regarding payments, deposits, transfers, and documentation.
• Manage cheque deposits, withdrawals, fund transfers, and reconciliation.
• Maintain accurate banking records and financial documents.
• Assist with opening and maintaining customer/company bank accounts.
• Follow up with banks for pending transactions and banking issues.
• Prepare reports related to banking transactions and cash flow.
• Ensure compliance with banking policies and company procedures.
• Handle customer queries and provide appropriate assistance.
• Coordinate with accounts and finance teams for smooth financial operations.

Requirements

• Graduate degree in Finance, Commerce, Banking, or a related field.
• 1-5 years of experience in banking, finance, accounts, or a related role.
• Good knowledge of banking procedures and financial transactions.
• Proficiency in MS Excel and basic accounting software.
• Strong communication and interpersonal skills.
• Good numerical and analytical abilities.
• Attention to detail and ability to maintain confidentiality.

Key Skills

• Banking Operations
• Customer Service
• Financial Transactions
• MS Excel
• Account Handling
• Reconciliation
• Documentation
• Communication
• Follow-up
• Problem Solving