Financial Services

Elevating Your Financial Institution with Top-Tier Talent: The Elgiva Advantage

Elgiva offers deep expertise in understanding the manpower requirements of the financial services sector. We recognize the sector’s key challenges—regulatory compliance, digital transformation, cybersecurity, customer expectations, and talent retention—and deliver tailored talent solutions. Our strategic approach ensures organizations acquire skilled professionals in compliance, fintech, data analytics, and risk management, enabling them to navigate industry complexities and sustain growth.

Representative Searches

We understand that every client has distinct needs. We help them find the perfect talent by identifying candidates who not only meet but often exceed their expectations, especially given the evolving Indian business environment. Our selection process is designed to be smooth and efficient.

Mid-Senior Level Roles

  • Relationship Management – HNI / Priority / NRI Banking
  • Branch Manager / Cluster Head
  • Credit Analyses (Retail / SME / Corporate Loans)
  • Trade Finance
  • Treasury Management (Forex / ALM / Risk)
  • Corporate Banking Relationship Manager
  • Investment Banking
  • Lending Product Manager (Home Loan / Personal Loan / MSME)

NBFCs & Lending Institutions

  • Zonal Sales – Secured / Unsecured Loans
  • Credit – LAP / Gold Loans / Business Loans
  • Collections – Early Bucket / Hard Collections
  • Operations – Loan Processing / Disbursement
  • Product – Consumer / SME / Education Finance
  • Risk & Compliance (NBFC Guidelines, RBI Norms)

Insurance (Life, General, Health)

  • Zonal – Agency / Bancassurance Channel
  • Claims Management (Motor / Health / Life)
  • Product Management – Life / Term / Group Insurance
  • Underwriting Management – Retail / Corporate
  • Reinsurance
  • Actuarial
  • Customer Experience (Policy Issuance to Claim)

Capital Markets, Mutual Funds & PMS

  • Equity Research (Sector-Specific)
  • Portfolio Management – PMS / AIF
  • Mutual Fund Dealer / Trader – Equities / Derivatives
  • Compliance – SEBI / Exchange Regulations
  • Fund Accounting / NAV Operations Manager

Wealth Management & Financial Advisory

  • Wealth Management / Private Banking
  • Investment Advisor – HNI / UHNI
  • Financial Planning (CFP Certified)
  • Product Specialist – Alternate Investments / Bonds
  • Estate Planning / Succession Consultant

Fintech & Digital Financial Services

  • Product Manager – Digital Lending / UPI / Payments
  • Head – Digital Transformation (Banking & NBFCs)
  • Data Scientist – Credit Scoring / Risk Modelling
  • Growth Marketing Manager – Fintech App / Wallet
  • UI/UX Lead – Financial Products
  • Head – Partnerships & Alliances (API / Embedded Finance)

Risk, Compliance & Audit

  • Chief Risk Officer (CRO)
  • Compliance (SEBI / RBI / IRDAI)
  • Internal Audit – Banking / NBFC / AMC
  • Operational Risk Manager
  • AML/KYC
  • Regulatory Reporting (RBI / SEBI)

Finance, Strategy & Analytics

  • FP&A (Forecasting & Planning)
  • Finance Controller (Business Unit / Consolidation)
  • Business Intelligence / MIS Reporting
  • Strategy & M&A
  • Investor Relations
  • Pricing & Product Profitability

Leadership Roles

  • Business Head – Lending / Insurance / Investments
  • CEO / COO – NBFC / Fintech
  • National Sales Head – Retail / HNI / Institutional
  • Head – Product & Innovation
  • Chief Digital Officer (CDO)
  • Head – Wealth / Private Banking

Client Needs Assessment

Conduct consultations to identify hiring requirements. Understand company goals and objectives

Market Exploration

Research industry trends and market demands. Define hiring strategies and performance metrics.

Talent Sourcing

Leverage industry networks for top candidates. Use advanced methods to source specialized talent.

Screening & Shortlisting

Evaluate candidates based on technical and cultural fit. Shortlist those with relevant skills and experience.

Interview & Evaluation

Organize structured interviews to assess qualifications. Provide detailed evaluations for client feedback.

Cultural Fit Analysis

Ensure alignment with company values and culture. Assess soft skills for team compatibility.

Offer Negotiation & Closing

Facilitate smooth negotiations for final offers. Ensure both parties are satisfied with the terms.

Onboarding & Integration Support

Support new hires during the onboarding process. Help them integrate effectively into the organization

Ongoing Client & Candidate Feedback

Gather feedback to improve future recruitment efforts. Maintain relationships for long-term career growth.

Elgiva Consultant delivered an exceptional recruitment experience with their professionalism, attention to detail, and proactive coordination. Their clear communication kept everyone aligned, and they efficiently managed timelines without compromising quality. Most importantly, they took the time to understand our needs and provided well-matched, high-caliber candidates, making a lasting positive impact on our team.

Mohsin M Shaikh

It’s been a pleasure working with Elgiva Business Solutions, a professional executive search firm led by Joseph Thomas and Vinita. They specialize in non-IT sectors and consistently deliver high-quality candidates through thorough screening and honest communication. Their commitment to both clients and candidates ensures the right fit every time. Wishing Team Elgiva continued success!

Plant Manager - 3M

It was a wonderful learning experience to be part of the TRIZ level 1 training workshop by Kishan. It was very helpful to have a structured, live problem-centric approach to innovation, a series of well-defined steps to approach this area.

GM & Technology Leader
Tata GT&IO

The use of the Business Health Check clearly revealed where we needed to focus viz. Growth, Innovation, Competition benchmarking, Marketing, Sales operations and tracking, Business Planning, HR and Operational effectiveness

MD of World Trade Centre
Bangalore

The team has really helped us take care of our most important asset. Our people! They are professional and courteous in their approach

Co-founder/ Chief Excellence Officer

I cannot stress enough how invaluable this level of partnership has been in our growth

HR Director of Caldreys Germany

Helped us resolve the statutory compliance lacuna, clearing all pending issues, making us up to date in compliance with all the relevant statutory requirements viz. PF, ESI, Labour Office, Inspector of Factories

HR Manager
Sushma Industries

Thanks to Ranjani for your great support and outstanding coaching to improve all participants’ English ability in daily work. I, on behalf of company and participants thank you and wish you all the best

Harman Technologies
Chengdu

I found Cherian very action and detail oriented and meticulous on follow ups. His action oriented approach ensured that we stayed on course during implementation

COO of Sasken Network Engineering

Extremely fast in identifying candidates that fit the roles

CEO Ebaco Germany