Job Description Job Title: Project Executive – Concurrent Audit Coordination (Excel & Client Communication Specialist) Department: Audit and Certification Location: Worli Axis Head Office - Prabhadevi Reporting To: Team Leader / Project Leader – Manas Singhania Job Summary: We are seeking a highly organized and proactive individual to join our team as a Project Executive for the Concurrent Audit assignment with Axis Bank. This role involves coordinating with multiple audit firms, managing compliance trackers and service-level agreements (SLAs), and ensuring timely and accurate reporting. The ideal candidate will have strong Excel skills and the ability to maintain professional communication with internal teams and client representatives. Key Responsibilities: Audit Firm Coordination: - Reach out to CA firms for profile submissions as per Axis Bank's format. - Evaluate eligibility criteria (ICAI registration, experience, blacklisting status, etc.). - Maintain and update a firm database with all relevant compliance documents. Client Communication: - Serve as the liaison between internal teams and client contacts (Axis Bank). - Draft and send professional emails to concurrent audit teams for report and tracker submissions. - Escalate delays and issues to appropriate internal or client contacts. SLA & Documentation Management: - Collect, verify, and maintain SLA documents with audit firms. - Ensure SLAs are stamped, signed, and approved as per internal process. - Track declarations, NDAs, and other legal documentation. Excel Reporting: - Prepare and maintain a monthly Excel summary of concurrent audit report release dates. - Consolidate compliance trackers from multiple teams. - Assign unique case numbers, lock tracker files for edit protection, and share final versions. Compliance Monitoring: - Ensure compliance with RBI and ICAI guidelines. - Perform double-verification of documents and conduct regular follow-ups. - Monitor and flag non-compliant or overdue submissions. Skills & Qualifications: - Bachelor's degree in Commerce, Accounting, or related field. - Good in Microsoft Excel (filters, conditional formatting, pivot tables, locking/protection, basic formulas). - Strong verbal and written communication skills. - Detail-oriented, with the ability to manage multiple deadlines. - Familiarity with RBI/ICAI guidelines or audit documentation is a plus

The Knowledge Hub (KH) team plays a pivotal role in driving standardization, ensuring audit and report quality, enabling business diversification, and facilitating operational excellence across the firm. As a KH Associate/Executive, you will work on quality control, documentation, team training, brand amplification, and business development support. Key Responsibilities: 1. Standardization & Quality Control Review audit and assurance reports for compliance and consistency. Develop and update KH Notes (Process Notes + Additional Frameworks). Conduct and document surprise visits and internal audits. Create and manage test materials for training and internal assessments. 2. Brand Building & Team Upliftment Organize and facilitate internal tests, debates, and training programs. Publish KH notes and knowledge content on internal and external platforms (e.g., website, LinkedIn). Support replication readiness for diversification initiatives. Contribute to frameworks that improve operational efficiency and profitability. 3. Business Development – Indian & Overseas Assist in market research and development of pitch decks/materials. Participate in BD meetings and provide backend research or documentation support. Coordinate with overseas business teams and assist with localization/customization of offerings. Maintain a live repository of service offerings (SKUs) and continuously update it. 4. Process Note Repository & Update Management Own the version control and repository management for all KH and process notes. Lead structured training management for new and existing processes and frameworks.

Handle daily back-end activities related to crop insurance schemes through bank portals. Accurately enter and upload farmer and crop-related data on government/bank portals. Validate and verify submitted documents as per bank and scheme guidelines. Coordinate with branch staff or field executives for pending data or clarifications. Ensure timely submission of applications and data to avoid lapses in processing. Maintain data logs, Excel trackers, and generate basic MIS reports. Raise issues or exceptions on the portal and follow up until resolved. Maintain the confidentiality of sensitive customer information at all times.

Role Overview: The Knowledge Hub (KH) team plays a critical role in maintaining process integrity for audit and assurance assignments, ensuring report quality, driving standardization, and enabling risk-controlled growth in the banking and financial services (BFSI) sector. As a KH Associate/Executive, you will work on quality control, documentation, team training, and brand amplification. The role demands precision, structure, and a deep understanding of banking operations and audit frameworks. Key Responsibilities: 1. Standardization & Quality Control Review audit and assurance reports and certifications for compliance and consistency. Develop and update KH Notes (Process Notes + Additional Frameworks). Conduct and document surprise visits and internal audits. Create and manage test materials for training and internal assessments. 2. Brand Building & Team Upliftment Organize and facilitate internal tests, debates, and training programs. Publish KH notes and knowledge content on internal and external platforms (e.g., website, LinkedIn). Support replication readiness for diversification initiatives. Contribute to frameworks that improve operational efficiency and profitability. 3. Business Development – Overseas Assist in market research and development of pitch decks/materials. Participate in BD meetings and provide backend research or documentation support. Coordinate with overseas business teams and assist with localization/customization of offerings. 4. Process Note Repository & Update Management Maintain centralized repository of process notes, audit formats, and updated circulars. Lead structured training management for new and existing processes and frameworks.

We are seeking a dedicated and detail-oriented individual to join the Internal Control and Audit Department (ICAD) to assist in empanelment and tender-related activities. The selected candidate will be responsible for preparing, compiling, and managing documentation for various institutional empanelments and tender submissions, and will act as a backup resource during the absence of key personnel. Assist in preparing and submitting empanelment proposals and tender documents for various banks, financial institutions, and government agencies. - Coordinate internally to collect and compile supporting documentation as per eligibility requirements. - Maintain a detailed tracker of submitted tenders, empanelments, renewals, and follow-up actions. - Review tender and empanelment notifications for eligibility and relevance. - Ensure timely and error-free submission of all documentation. - Act as a support and backup during the absence or leave of core ICAD team members.