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4.0 - 8.0 years
10 - 14 Lacs
Mumbai
Work from Office
Key responsibilities include: Develop and maintain relationships with clients. Research and analyze clients' financial profiles and market dynamics to identify potential opportunities. Conduct research to identify new markets and customer needs, and develop a growth strategy that focuses on financial gain and customer satisfaction. Acquiring and managing corporate and SME clients pertaining to turnover of more than INR 250crores and dealing with A rated NBFCs and above. Initiating meetings with clients, gathering business and financial needs, structuring the transaction, and drafting the proposal. Negotiating and finalising the mandates till its closure from the end-to-end procedure. Working with the team in formulating a Debt Syndication strategy that focuses on revenue generation and profitability. Debt fundraising for corporate clients from private and public sector banks Excellent verbal and written communication skills. Proficient in MSOffice Strong Interpersonal skills Presentation skills
Posted -1 days ago
20.0 - 25.0 years
27 - 32 Lacs
Kochi, Kozhikode, Thiruvananthapuram
Work from Office
: Paytm is India's leading financial services company that offers full-stack payments & financial solutions to consumers, offline merchants and online platforms. The company is on a mission to bring half a billion Indians into the mainstream economy through payments, commerce, banking, investments, and financial services. One97 Communications Limited that owns the brand Paytm is founded by Vijay Shekhar Sharma and is headquartered in Noida, Uttar Pradesh. Its investors include Softbank, Ant Financial, AGH Holdings, SAIF Partners, Berkshire Hathaway, T Rowe Price, and Discovery Capital. About the team: QR/Soundbox team is one of the biggest business and payments vertical in the organisation that is focused on merchant acquisition, merchant retention and growth of merchants in India. About the role Paytm is looking for an experienced sales professional & people manager to be a part of the QR & SoundBox vertical. Expectations/ 1.Growth of distribution and market share in the assigned area of operations. 2.Visibility & accountability through extensive QR & Sound box deployment and sale of the product . 3.Identify and recruit the sales team to align and drive business in the market. 4.Plan the market size, span and geographies for ASMs. 5.Devise best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. 6.Monitor the quality parameters as suggested by the management. 7.Validate and conduct audits on the acquisitions and sales done by the team. 8. People manage a large team of 5-10 ASMs & 200+ indirect employees. Must Have: Should have good networking capabilities and be willing to travel extensively throughout their specified area. Skilled in coaching and mentoring, a quick learner who grasps and puts into application the new learnt ideas and concepts. Superpowers/ Skills that will help you succeed in this role 1. Self-starters, who can take ownership and are comfortable navigating ambiguity, will be an ideal fit. 2. Passionate about working in a fast growing firms. 3. Articulate complex solutions to novice customers. 4. Good sales and negotiation skills. Experience in quota driven sales is a must. 5. Experience in payments and finance is a plus - though not mandatory. Education: Postgraduate from Tier 1, Tier 2 institutes like IITs/NITs etc. Why join us: We aim at bringing half a billion Indians into the mainstream economy, and everyone working here is striving to achieve that goal. Our success is rooted in our people’s collective energy and unwavering focus on the customers, and that’s how it will always be. We are the largest merchant acquirer in India Compensation: If you are the right fit, we believe in creating wealth for you. With enviable 500 mn+ registered users, 21 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story! 25 - 35 a year
Posted Just now
2.0 - 6.0 years
3 - 6 Lacs
Ludhiana, Dharmsala, Amritsar
Work from Office
About us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: QR & Soundbox is one of Paytm‘s business tool to help merchant grow and manage their business through simplicity and data driven technology. About the role The person should be capable of increasing the sale of QR & Soundbox through proper channels to the merchants across multiple locations. Expectations/ : 1. Grow Distribution and Market share in the assigned area of operations. 2. Visibility Accountability through Extensive QR & Sound box deployment and sale of the product. 3. Identify and Recruit the sales team to align and drive business in the market. 4. Skilled in coaching and mentoring, a quick learner who grasps and puts into application new learned ideas and concepts. 5. Plan the market size, span and geographies for FSE. 6. Should be able to devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. 7. Monitor the Quality parameters as suggested by the management. 8. Validate and conduct the audits on the acquisitions and sales done by the team. 9. Ensure the team members are in the market where sales & usage are done regularly 10. Should have good networking capabilities and be willing to travel extensively throughout their specified area. Superpowers/ Skills that will help you succeed in this role: 1. High level of drive, initiative and self-motivation 2. Must Have Experience in Leading Team 3. Must Be a Graduate 4. Growth Mindset Qualification: - Graduate/Post Graduate. Why join us 1. A collaborative output-driven program that brings cohesiveness across businesses through technology 2. Improve the average revenue per use by increasing the cross-sell opportunities 3. A solid 360 feedback from your peer teams on your support of their goals 4. Respect, that is earned, not demanded from your peers and manager Compensation: If you are the right fit, we believe in creating wealth for you With enviable 500mn+ registered users, 21mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story! Location - Amritsar,Ludhiana,Dharmsala,Hisar
Posted Just now
2.0 - 6.0 years
3 - 6 Lacs
Kolkata
Work from Office
About us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the teamQR & Soundbox is one of Paytm‘s business tools to help merchants grow and manage their business through simplicity and data driven technology. About the role: The person should be capable of increasing the sale of QR & Soundbox through proper channels to the merchants across multiple locations. Expectations/ : 1. Grow Distribution and Market share in the assigned area of operations. 2. Visibility Accountability through Extensive QR & Sound box deployment and sale of the product. 3. Identify and Recruit the sales team to align and drive business in the market. 4. Skilled in coaching and mentoring, a quick learner who grasps and puts into application new learned ideas and concepts. 5. Plan the market size, span and geographies for FSE. 6. Should be able to devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. 7. Monitor the Quality parameters as suggested by the management. 8. Validate and conduct the audits on the acquisitions and sales done by the team. 9. Ensure the team members are in the market where sales & usage are done regularly 10. Should have good networking capabilities and be willing to travel extensively throughout their specified area. Superpowers/ Skills that will help you succeed in this role 1. High level of drive, initiative and self-motivation 2. Must Have Experience in Leading Team 3. Must Be a Graduate 4. Growth Mindset Why join us : We aim at bringing half a billion Indians into the mainstream economy, and everyone working here is striving to achieve that goal. Our success is rooted in our people’s collective energy and unwavering focus on the customers, and that’s how it will always be. We are the largest merchant acquirer in India. Qualification :- Graduate/Post Graduate. Compensation :- If you are the right fit, we believe in creating wealth for you With enviable 500 mn+ registered users, 21 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story!
Posted Just now
3.0 - 8.0 years
4 - 8 Lacs
Bengaluru
Work from Office
Title : SAM - Senior Associate/Team Lead/Assistant Manager - Deal & Gift Voucher Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. Key job role and responsibilities Responsible for Voucher Sales business for assigned area. Client Acquisition for Gift Vouchers Distribution Business Account management of B2B Gift voucher clients Managing your own P&L Active participation in the B2B team strategy and key projects Growing the B2B Gift Card Business Should be flexible for field job Qualification: Bachelor's degree (or higher) in Business Administration or relevant discipline 3-8 years of experience in similar industry Good amount of knowledge about Loyalty Marketing, rewards management and Promotions, B2B Corporate Sales and concept & consultative selling Client Relationship & inter-personal skills Good Negotiation Skills Able to work independently with minimum supervision and achieve stretch targets Able to manage multiple-task, Workload and priorities Excellent interpersonal communication Why join us: We aim at bringing half a billion Indians into the mainstream economy, and everyone working here is striving to achieve that goal. Our success is rooted in our people’s collective energy and unwavering focus on the customers, and that’s how it will always be. We are the largest merchant acquirer in India Compensation: If you are the right fit, we believe in creating wealth for you.With enviable 500 mn+ registered users, 21 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story!
Posted Just now
3.0 - 6.0 years
4 - 7 Lacs
Hamirpur, Shimla, Mandi
Work from Office
Grow Distribution and Market share in the assigned area of operations. Visibility Accountability through Extensive QR & Sound box deployment and sale of the product. Identify and Recruit the sales team to align and drive business in the market. Skilled in coaching and mentoring, a quick learner who grasps and puts into application new learned ideas and concepts. Plan the market size, span and geographies for FSE. Should be able to devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. Monitor the Quality parameters as suggested by the management. Validate and conduct the audits on the acquisitions and sales done by the team. Ensure the team members are in the market where sales & usage are done regularly Should have good networking capabilities and be willing to travel extensively throughout their specified area. Location - Shimla,Hamirpur,Mandi,Manali,Solan,Baddi,Kangra
Posted Just now
3.0 - 6.0 years
4 - 7 Lacs
Sirsa, Rohtak, Jind
Work from Office
Grow Distribution and Market share in the assigned area of operations. Visibility Accountability through Extensive QR & Sound box deployment and sale of the product. Identify and Recruit the sales team to align and drive business in the market. Skilled in coaching and mentoring, a quick learner who grasps and puts into application new learned ideas and concepts. Plan the market size, span and geographies for FSE. Should be able to devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. Monitor the Quality parameters as suggested by the management. Validate and conduct the audits on the acquisitions and sales done by the team. Ensure the team members are in the market where sales & usage are done regularly Should have good networking capabilities and be willing to travel extensively throughout their specified area.
Posted Just now
6.0 - 10.0 years
8 - 13 Lacs
Mumbai
Work from Office
Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the Team QR/Soundbox team is one of the biggest business and payments vertical in the organisation that is focused on merchant acquisition, merchant retention and growth of merchants in India. About the Role: Paytm is looking for an experienced sales professional & people manager to be a part of the QR & Sound Box vertical. Expectations/ : 1. Growth of distribution and market share in the assigned area of operations. 2. Visibility & accountability through extensive QR & Sound box, EDC deployment, and sale of the product. 3. Identify and recruit the sales team to align and drive business in the market. 4. Plan the market size, span, and geographies for ASMs. 5. Devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. 6. Monitor the quality parameters as suggested by the management. 7. Validate and conduct audits on the acquisitions and sales done by the team. 8. People manage a large team of 5-10 ASMs & 500+ indirect employees. Must-Have: 1. Should have good networking capabilities and be willing to travel extensively throughout their specified area. 2. Skilled in coaching and mentoring, a quick learner who grasps and puts into application newly learned ideas and concepts. Superpowers/ Skills that will help you succeed in this role : 1. Self-starters, who can take ownership and are comfortable navigating ambiguity, will be an ideal fit. 2. Passionate about working in a fast-growingfirm. 3. Articulate complex solutions to novice customers. 4. Good sales and negotiation skills. Experience in quota-driven sales is a must. 5. Experience in payments and finance is a plus - though not mandatory.
Posted Just now
3.0 - 6.0 years
4 - 7 Lacs
Rajkot
Work from Office
Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: Govt 3P team takes care of government PG Accounts Pan India and Telco business (both On-Us and Off-Us). The team takes care of entire end-to-end onboarding; customer management; query/concerns resolution and growing business on PG Model. About the Role: 1. Grow Distribution and Market share in the assigned area of operations. 2. Visibility Accountability through Extensive QR Deployment and Collateral Placement. 3. Identify and Recruit the sales team to align and drive business in the market. 4. Skilled in coaching and mentoring, a quick learner who grasps and puts into application new learned ideas and concepts. 5. Plan the market size, span, and geographies for TLs. 6. Should be able to devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. 7. Monitor the Quality parameters as suggested by the management. 8. Validate and conduct the audits on the acquisitions and sales done by the team. 9. Ensure the team members are in a market where sales & usage are done regularly 10. Should have good networking capabilities and be willing to travel extensively throughout their specified area Expectations/ 1. Should have good networking capabilities and be willing to travel extensively throughout their specified area. 2. Skilled in coaching and mentoring, a quick learner who grasps and puts into application newly learned ideas and concepts. Superpowers/ Skills that will help you succeed in this role: 1. Self-starters, who can take ownership and are comfortable navigating ambiguity, will be an ideal fit. 2. Passionate about working in a fast-growing firm. 3. Articulate complex solutions to novice customers. 4. Good sales and negotiation skills. Experience in quota-driven sales is a must. 5. Experience in payments and finance is a plus - though not mandatory. Education: Graduation/ Post Graduation preferred Why join us: 1. A collaborative output driven program that brings cohesiveness across businesses through technology. 2. Improve the average revenue per use by increasing the cross-sell opportunities. 3. A solid 360 feedbacks from your peer teams on your support of their goals. 4. Respect, that is earned, not demanded from your peers and manager. Compensation: If you are the right fit, we believe in creating wealth for you with enviable 500 mn+ registered users, 21 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story!
Posted Just now
2.0 - 6.0 years
3 - 6 Lacs
Varanasi
Work from Office
About us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the teamQR & Soundbox is one of Paytm‘s business tools to help merchants grow and manage their business through simplicity and data driven technology. About the role: The person should be capable of increasing the sale of QR & Soundbox through proper channels to the merchants across multiple locations. Expectations/ : 1. Grow Distribution and Market share in the assigned area of operations. 2. Visibility Accountability through Extensive QR & Sound box deployment and sale of the product. 3. Identify and Recruit the sales team to align and drive business in the market. 4. Skilled in coaching and mentoring, a quick learner who grasps and puts into application new learned ideas and concepts. 5. Plan the market size, span and geographies for FSE. 6. Should be able to devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. 7. Monitor the Quality parameters as suggested by the management. 8. Validate and conduct the audits on the acquisitions and sales done by the team. 9. Ensure the team members are in the market where sales & usage are done regularly 10. Should have good networking capabilities and be willing to travel extensively throughout their specified area. Superpowers/ Skills that will help you succeed in this role 1. High level of drive, initiative and self-motivation 2. Must Have Experience in Leading Team 3. Must Be a Graduate 4. Growth Mindset Why join us : We aim at bringing half a billion Indians into the mainstream economy, and everyone working here is striving to achieve that goal. Our success is rooted in our people’s collective energy and unwavering focus on the customers, and that’s how it will always be. We are the largest merchant acquirer in India. Qualification :- Graduate/Post Graduate. Compensation :- If you are the right fit, we believe in creating wealth for you With enviable 500 mn+ registered users, 21 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story!
Posted Just now
4.0 - 8.0 years
3 - 7 Lacs
Hardoi
Work from Office
Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: Govt 3P team takes care of government PG Accounts Pan India and Telco business (both On-Us and Off-Us). The team takes care of entire end-to-end onboarding; customer management; query/concerns resolution and growing business on PG Model. About the Role: 1. Grow Distribution and Market share in the assigned area of operations. 2. Visibility Accountability through Extensive QR Deployment and Collateral Placement. 3. Identify and Recruit the sales team to align and drive business in the market. 4. Skilled in coaching and mentoring, a quick learner who grasps and puts into application new learned ideas and concepts. 5. Plan the market size, span, and geographies for TLs. 6. Should be able to devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. 7. Monitor the Quality parameters as suggested by the management. 8. Validate and conduct the audits on the acquisitions and sales done by the team. 9. Ensure the team members are in a market where sales & usage are done regularly 10. Should have good networking capabilities and be willing to travel extensively throughout their specified area Expectations/ 1. Should have good networking capabilities and be willing to travel extensively throughout their specified area. 2. Skilled in coaching and mentoring, a quick learner who grasps and puts into application newly learned ideas and concepts. Superpowers/ Skills that will help you succeed in this role: 1. Self-starters, who can take ownership and are comfortable navigating ambiguity, will be an ideal fit. 2. Passionate about working in a fast-growing firm. 3. Articulate complex solutions to novice customers. 4. Good sales and negotiation skills. Experience in quota-driven sales is a must. 5. Experience in payments and finance is a plus - though not mandatory. Education: Graduation/ Post Graduation preferred Why join us: 1. A collaborative output driven program that brings cohesiveness across businesses through technology. 2. Improve the average revenue per use by increasing the cross-sell opportunities. 3. A solid 360 feedbacks from your peer teams on your support of their goals. 4. Respect, that is earned, not demanded from your peers and manager. Compensation: If you are the right fit, we believe in creating wealth for you with enviable 500 mn+ registered users, 21 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story!
Posted Just now
3.0 - 5.0 years
2 - 4 Lacs
Pune
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Job Specification A successful applicant for this position will execute the Accounts Payable Function for the Accounts Payable (AP) team handling multiple Apex Entities. The applicant will be in-charge of the end-to-end Accounts Payable activities primarily in Workday at Apex right from receiving the Invoice, Uploading Invoices to Workday, Processing Invoices in Workday (PO, Non-PO & disbursement Invoices), managing POs in Workday, submission of PO & non-PO Invoices in Workday by PO buyers, follow-up up to payment of the Invoice. The applicant will report into AP Manager /Vice President. The applicant will get exposure to Workday as a tool and the whole end-to-end AP Function at Apex. The applicant will have experience working with the Vendors, Apex PO buyers, Apex Finance Team, Apex Accountants & Apex Payment Team. The Role Ability to execute the end-to-end and own the AP function at Apex specific to each entity. Ability to ensure that the set process is followed and executed across all entities for all Invoices coming in Apex. Ability to ensure that the invoices are processed per the payment timelines to ensure timely processing of Invoices for timely payment. Ability to ensure that the Aged Creditors for each Vendor is accurate at all points of time which can be achieved only when all the Vendor Invoices are processed in time along with the POs in Workday. Work with internal offices and departments within the Group to collect all the vendor Invoices, Purchase Orders (POs) and related Approvals (when applicable). Work with the Gatekeeper Team to ensure Vendors are created in a timely & proper order in Workday. Liaise with the PO buyers to ensure POs are done in a timely & appropriate manner in Workday to be available to be matched with Invoices for timely processing of Invoices. Assist with cleansing the Aged Creditors on a regular basis. Skills Required At least 3-5 years experience in the services industry, with exposure to Service related Invoices processing, PO process, end-to-end Accounts Payable (AP) function. Experienced in the management of an AP system using Purchase Orders (POs) Experience and understanding of general ledger accounting. Experienced in use of Workday, or any equivalent finance application. Excellent communication skills (verbal & written both), team handling skills & inter-personal skills. Strong computers skills including Outlook, Excel, PPT & Word Excellent attention to detail with strong organizational skills. University degree accounting or finance (or overseas equivalent) What you will get in return: A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted Just now
2.0 - 6.0 years
3 - 7 Lacs
Bengaluru
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted Just now
5.0 - 10.0 years
4 - 8 Lacs
Pune
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Job Summary: We are seeking a highly skilled and motivated Operational Reporting Specialist to join our dynamic Operations team. The ideal candidate will have extensive experience with Microsoft tools, particularly PowerBI, SharePoint, MS Excel, and MS Lists. They will be capable of not only using these tools but also understanding and interpreting business requirements. This role requires a proactive individual who can think independently and contribute to the continuous improvement of our reporting processes. Key Responsibilities: Develop, maintain, and enhance operational reports and dashboards using PowerBI, SharePoint, MS Excel, and MS Lists. Collaborate with various departments to gather and understand business requirements and translate them into effective reporting solutions. Analyze data to identify trends, patterns, and insights that can drive business decisions. Ensure data accuracy and integrity in all reports and dashboards. Manipulate and transform data to create meaningful and actionable insights. Provide training and support to team members on the use of PowerBI, SharePoint, MS Excel, and MS Lists. Continuously seek opportunities to improve reporting processes and tools. Respond to ad-hoc reporting requests and provide timely and accurate information. Skills Required: Proven experience with Microsoft PowerBI, SharePoint, MS Excel, and MS Lists. Strong analytical and problem-solving skills. Proficiency in data manipulation and transformation. Data-oriented mindset with a keen eye for detail. Ability to understand and interpret business requirements. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Detail-oriented with a focus on data accuracy and quality. Qualifications and Experience: Bachelors degree in Business, Information Technology, or a related field. 5 - 10 years of relevant experience in an operational reporting role. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted Just now
5.0 - 10.0 years
4 - 7 Lacs
Bengaluru
Work from Office
FundRock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager). Our clients are established blue-chip companies and leaders in their domestic market.We invest in our people, enabling you to develop your skills and build on your experience.If you like the idea of working for an ambitious and growing company, as part of a multicultural team, we are the place for you. JobSpecification ChallengeandvalidatefinancialmodelsforthevaluationofcomplexexoticOTCderivativesandstrategies(suchasvarioustypesofswaps(dispersion,variance,correlation,CMS)oroptions/optionstrategies(dualdigital,dispersion,CMS,volatilitystraddle)privateequityandventuredebtinvestments. Regularlyvalidatecounterpartyvaluationsforsuchcomplexfinancialderivativesandvaluationrecommendationsorvaluationreportsforassetclasseslikeprivateequityorventurecapitalundertightfunddeadlines. Analyseevents(corporateorother)withregardstovaluation,suchasrestructuringsorspecialmarketdevelopments. Preparethebacktestingfortargetfundinvestmentsandanalyzedeviationsbetweentheauditedfinancialstatementandthecorrespondingcapitalaccountstatemenaspartoftheauditprocess. Prepareandpresentproposalsforvaluationdecisionstothevaluationcommitteeincludingseniormanagement. Monitorthefundscompliancewithrelevantlaws,regulationsandfunddocumentation. Buildbridgestoclientsandexternalpartieslikeauditorsorvaluationserviceprovidersandcommunicateinternallywithalllevelsofthecompanytoeffectivelyachievegoalsandmeetexpectations. Contributeefficientlytonewprojectssuchastheonboardingofnewclients. SkillsRequired Atleast5yearsofprofessionalexperienceinacomparablerole,eginanassetmanagementorabig4company,corporatefinance,dealorriskadvisory. Backgroundinapreferablyquantitativediscipline,egmastersinmathematics,physics,engineering,econometrics. Excellentunderstandingofmathematicalfinanceandfinancialmodellingskills. VerystrongcommandofICE/SuperDGUItosetupcomplexOTCderivatives,Refinitiv,BloombergincludingBloombergPricers. Teamspiritandcommunicationskillsincludingacriticalmindset. Flexibilityandabilitytomanagevarioustasksundertightdeadlines. Excellentunderstandingoftheregulatory,valuationandaccountingenvironmentinLuxembourgforalternativeassetmanagers(egAIFMDirectiveresp.CDR231/2013,CSSF18/698,IFRS,CSAValuation). StrongcommandofMicrosoftExcelandWord. Englishproficiency:additionallanguages,especiallyGerman,areconsideredanasset. As a vital team member and in return for your expertise, inclusive approach and commitment, well provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted Just now
1.0 - 4.0 years
2 - 3 Lacs
Ernakulam
Work from Office
About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process
Posted 16 hours ago
3.0 - 8.0 years
2 - 4 Lacs
Bengaluru
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred
Posted 16 hours ago
1.0 - 4.0 years
3 - 6 Lacs
Guwahati
Work from Office
About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.
Posted 16 hours ago
1.0 - 6.0 years
4 - 8 Lacs
Ludhiana
Work from Office
About The Role Elite Relationship Manager Department WCG Elite Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M5 Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Share rapport with other operating units to customize and develop solutions To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc. Job Requirement Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years"™ experience in the local market preferably some background in Sales & Credit Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc.
Posted 16 hours ago
2.0 - 7.0 years
6 - 10 Lacs
Bengaluru
Work from Office
About The Role Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years"™ experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills
Posted 16 hours ago
1.0 - 4.0 years
2 - 3 Lacs
Hyderabad
Work from Office
About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process
Posted 16 hours ago
4.0 - 9.0 years
6 - 11 Lacs
Pune
Work from Office
About The Role Role: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job Requirement: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate/ Post Graduate4 plus years of experience AMFI / IRDA
Posted 16 hours ago
1.0 - 4.0 years
2 - 3 Lacs
Gurugram
Work from Office
About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process
Posted 16 hours ago
1.0 - 6.0 years
4 - 8 Lacs
Chandigarh
Work from Office
About The Role Elite Relationship Manager Department WCG Elite Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M5 Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Share rapport with other operating units to customize and develop solutions To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc. Job Requirement Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years"™ experience in the local market preferably some background in Sales & Credit Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc.
Posted 16 hours ago
3.0 - 8.0 years
2 - 4 Lacs
Ludhiana
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred
Posted 16 hours ago
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