Role & responsibilitiesSenior Partner Client RelationsLocation :- Mumbai / Chennai / Hyderabad / Bangalore /Cochin/Trivandrum /Delhi / LudhianaKey Result Areas - Supporting ActionsTo undertake new client acquisition, retention & growthIdentify and acquire new customer for CTS.To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etcTo ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenuesTo undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients.To work with the retail teams in arranging ` ` worksites in the premises of Institutional clientsTo achieve targeted profitability & fee incomeTo maintain sales volumes & achieve targeted revenue from all customers/ products.To share regular market updates with clients and provide right investment solution.To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them.To contribute to customer satisfaction initiativesTo follow the ethical and fair practices code for selling productsTo ensure regular availability of research material and inputs to the clientsTo ensure that client promises are kept and their grievances are adequately addressed or highlightedTo keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mixTo ensure policy adherence and documentationTo be aware of all critical policies & procedures & ensure compliance with themTo help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC proceduresTo coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operationsTo formulate periodic MIS and track competitor moves and report them periodicallyTo send detailed periodic activity & sales reports to the Teal LeadTo monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teamsTo contribute in skill enhancementTo ensure ongoing self development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services

Job Title: Credit Analyst - Supply Chain Finance BusinessLocation: Mumbai, Delhi, Chennai, BangaloreAbout the Role: We are looking for a dynamic and driven Credit Analyst to join our clients Supply Chain Finance Business team. In this role, you will primarily be responsible for conducting credit analysis of large and medium-sized corporate entities. The credit exposure is structured both on and off the balance sheet. If you have a passion for finance, strong analytical skills, and the ability to manage multiple projects, we would love to hear from you.Key Responsibilities:Be an integral part of the debt deal team, conducting comprehensive due diligence on Large and Mid-Size Corporates.Prepare detailed due diligence reports, capturing all necessary information to make informed credit decisions. This will involve a thorough understanding of the clients business model, financial health, industry outlook, banking analysis, credit bureau reviews, and more.Engage directly with top management and functional heads of client organizations to gather insights on business models and operations.Present credit proposals to internal stakeholders for approvals.Ensure the timely and efficient processing of all credit deals.Experience:At least 3 plus years of professional experience in credit analysis, credit research, risk underwriting, or corporate finance, ideally within Banks, NBFCs, Investment Funds, or Rating Agencies.Previous lending experience is highly preferred.Minimum Qualifications:Chartered Accountant (CA) qualification.MBA in Finance from a Top-20 Institution.Required Skills:Strong financial analysis skills, with the ability to analyze large and medium-sized corporates.Excellent oral and written communication skills.In-depth technical knowledge in financial statement analysis, business plan evaluation, management & governance assessment, and operations analysis.Ability to work under pressure and manage multiple projects while meeting deadlines.A strong work ethic, positive attitude, and self-motivation.Ability to work independently and collaboratively as part of a team.

Private Wealth Manager / Investment CounsellorLocation: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, KolkataAbout the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships.Key Responsibilities:Build and maintain strong, trusted relationships with HNI and Ultra HNI clients.Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios.Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks.Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients.Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews.Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size.Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities.Requirements:Education: Master's degree from an accredited institution.Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles.Skills:Exceptional communication skills (multilingual preferred).Strong market knowledge and understanding of the financial business.Analytical, resourceful, and convincing skills.High level of interpersonal skills, with a service-oriented mindset.Behavioral Competencies:Perseverance, initiative, and results-driven.Teamwork and cooperation.Creativity, innovation, and adaptability.Cultural sensitivity and the ability to work with diverse clients.Strong attention to customer communication and courtesy.Certifications:Must have certifications as per the industry certification policy.

Private Wealth Manager / Investment CounsellorLocation: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, KolkataAbout the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships.Key Responsibilities:Build and maintain strong, trusted relationships with HNI and Ultra HNI clients.Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios.Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks.Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients.Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews.Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size.Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities.Requirements:Education: Master's degree from an accredited institution.Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles.Skills:Exceptional communication skills (multilingual preferred).Strong market knowledge and understanding of the financial business.Analytical, resourceful, and convincing skills.High level of interpersonal skills, with a service-oriented mindset.Behavioral Competencies:Perseverance, initiative, and results-driven.Teamwork and cooperation.Creativity, innovation, and adaptability.Cultural sensitivity and the ability to work with diverse clients.Strong attention to customer communication and courtesy.Certifications:Must have certifications as per the industry certification policy.

Manager / Senior Manager - B2B Sales (Elearning / LMS Products)Location: Hyderabad, Pune, Mumbai, DelhiOur client is seeking a driven and experienced sales professional from the Elearning/LMS product segment to join their team. As a Manager/Senior Manager in Sales, you will play a key role in expanding their digital learning solutions to corporate, enterprise, educational, and university sectors across India.Key Responsibilities:Identify and target potential clients across various sectors.Build and nurture relationships with decision-makers and stakeholders.Deliver tailored digital learning solutions through product demos and presentations.Negotiate and close sales deals, ensuring client satisfaction.Collaborate with internal teams for seamless solution implementation.Stay updated on industry trends to identify new business opportunities.Achieve and exceed sales targets.Ideal Candidate:7-15 years of B2B sales experience, specifically in Elearning/LMS products.Proven sales track record with excellent communication, negotiation, and relationship-building skills.Familiarity with CRM tools and sales pipeline management.Self-motivated and goal-oriented, with the ability to work independently.Willing to travel across key cities: Hyderabad, Gurgaon, Bengaluru, Pune, and Kolkata.If you're passionate about sales and want to be part of a growing industry, we'd love to hear from you!

Mid-Market Relationship Manager (RM) Position Overview: Our client, a leading institution in the BFSI sector, is seeking an experienced and results-driven Mid-Market / Emerging Corporate RM to join their dynamic Commercial Finance team. This role will involve a blend of credit assessment, business development, portfolio management, and customer relationship management. The ideal candidate will have a strong background in the financial services industry and be adept at building relationships with corporate clients while driving business growth. Key Responsibilities:360 Credit Assessment: Conduct detailed analysis of clients' financials and business operations. Collaborate with the Risk Management team to prepare accurate and insightful appraisal notes, ensuring a comprehensive understanding of clients' creditworthiness.Business Development & Client Acquisition: Take the lead in identifying and targeting new clients that align with the Company's risk appetite. Implement strategies for market segmentation and client acquisition. Build and maintain strong relationships with Companys, brokers, law firms, corporates, trade associations, chambers of commerce, and other industry stakeholders. Represent the Company at industry events, trade fairs, and seminars to expand the client base and drive business growth.Collaboration & Solution Delivery: Work cross-functionally with internal teams to deliver tailored financial solutions that meet the unique needs of clients. Foster strong collaboration within the Company to ensure clients receive optimal outcomes, balancing both customer satisfaction and the companys strategic interests.Portfolio Management: Manage and grow a diverse portfolio of corporate clients, ensuring high standards of service delivery and proactive identification of new business opportunities. Maintain and deepen relationships to generate revenue growth from the existing client base.Customer Service Excellence: Ensure exceptional customer service by understanding client needs across their business lifecycle. Offer appropriate Companying products and services, while maintaining a strategic balance between client satisfaction and the Companys business objectives.Key Qualifications & Skills:Educational Background: An MBA, Chartered Accountant (CA), or relevant graduate degree with 4 to 12 years of experience in relationship management within the BFSI sector. Communication Skills: Excellent verbal and written communication skills with the ability to tailor conversations to diverse client needs, ensuring clear and impactful dialogue that drives business outcomes.Financial Acumen: Strong understanding of financial statements, including balance sheets, profit and loss accounts, and cash flow analysis. Familiarity with basic Companying products and services is essential.Relationship Management: Proven ability to build and maintain long-term client relationships, with a focus on driving business results and ensuring consistent, high-quality service delivery.

Role & responsibilities Main Accountabilities1 Client Acquisition: Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships. Also, adding Channel partners, Direct selling Agents to multiply the business scope. 2 Client Relationship Management:Build and maintain strong relationships with corporate clients in the Mid Corporate segment & Channel PartnersUnderstand clients' financial goals, challenges, and opportunities.Identify new business opportunities and revenue streams within the corporate finance sector.Expand the client base and promote financial products and services.3 Deal Structuring:Collaborate with clients to structure financial deals tailored to their specific needs.Prepare and present proposals to clients.4 Credit Solutions:Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products.Assess creditworthiness and risk factors associated with clients.5 Portfolio Growth:Focus on portfolio growth by cross-selling financial products and services.Achieve budgetary targets for Net Interest Income (NII) and fee income.6 Financial Analysis:Analyze financial statements, credit reports, and market trends to assess client performance and risks.Develop insights to enhance client portfolios.7 Compliance:Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.

Private Wealth Manager / Investment CounsellorLocation: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata, Ahmedabad, About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships.Key Responsibilities:Build and maintain strong, trusted relationships with HNI and Ultra HNI clients.Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios.Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks.Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients.Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews.Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size.Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities.RequirementsEducation: Master's degree from an accredited institution.Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles.Skills:Exceptional communication skills (multilingual preferred).Strong market knowledge and understanding of the financial business.Analytical, resourceful, and convincing skills.High level of interpersonal skills, with a service-oriented mindset.Behavioral Competencies:Perseverance, initiative, and results-driven.Teamwork and cooperation.Creativity, innovation, and adaptability.Cultural sensitivity and the ability to work with diverse clients.Strong attention to customer communication and courtesy.Certifications:Must have certifications as per the industry certification policy.

Key ResponsibilitiesOriginate business opportunities and manage corporate relationships within the small and mid-sized corporates / business segment.Conduct due diligence and credit risk underwriting for potential clients.Prepare detailed credit analysis and post-due-diligence notes for prospective clients.Manage ongoing client relationships by addressing their funding requirements through a diverse product portfolio, generating significant business volumes.Develop sector expertise through regular field visits and client interactions.Rigorously track and analyze the financial and operational performance of clients, maintaining comprehensive credit and sector notes.Collaborate with multiple stakeholders, including legal teams, investors, and sales teams, to implement structured finance and debt capital market transactions.Qualifications & ExperienceEducation: MBA or equivalent.Experience: 5 15 years of relevant experience in the banking or financial services sector, preferably in SME funding, supply chain finance, wholesale banking, or similar domains.Required SkillsExpertise in corporate and credit analysis.Strong understanding of structured finance and advanced proficiency in Excel.Knowledge of regulatory frameworks, including RBI/SEBI regulations and applicable laws.Exceptional negotiation and problem-solving skills.Excellent interpersonal and communication abilities (both written and verbal).A self-motivated individual with a strong work ethic, capable of managing multiple projects and meeting deadlines under pressure.

Role & responsibilities Main Accountabilities1 Client Acquisition: Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships. Also, adding Channel partners, Direct selling Agents to multiply the business scope. 2 Client Relationship Management:Build and maintain strong relationships with corporate clients in the Mid Corporate segment & Channel PartnersUnderstand clients' financial goals, challenges, and opportunities.Identify new business opportunities and revenue streams within the corporate finance sector.Expand the client base and promote financial products and services.3 Deal Structuring:Collaborate with clients to structure financial deals tailored to their specific needs.Prepare and present proposals to clients.4 Credit Solutions:Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products.Assess creditworthiness and risk factors associated with clients.5 Portfolio Growth:Focus on portfolio growth by cross-selling financial products and services.Achieve budgetary targets for Net Interest Income (NII) and fee income.6 Financial Analysis:Analyze financial statements, credit reports, and market trends to assess client performance and risks.Develop insights to enhance client portfolios.7 Compliance:Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.

1 Client Acquisition: Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships. Also, adding Channel partners, Direct selling Agents to multiply the business scope. 2 Client Relationship Management:Build and maintain strong relationships with corporate clients in the Mid Corporate segment & Channel PartnersUnderstand clients' financial goals, challenges, and opportunities.Identify new business opportunities and revenue streams within the corporate finance sector.Expand the client base and promote financial products and services.3 Deal Structuring:Collaborate with clients to structure financial deals tailored to their specific needs.Prepare and present proposals to clients.4 Credit Solutions:Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products.Assess creditworthiness and risk factors associated with clients.5 Portfolio Growth:Focus on portfolio growth by cross-selling financial products and services.Achieve budgetary targets for Net Interest Income (NII) and fee income.6 Financial Analysis:Analyze financial statements, credit reports, and market trends to assess client performance and risks.Develop insights to enhance client portfolios.7 Compliance:Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.

Role & responsibilities Essential Duties and Responsibilities: • Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. • Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. • Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. • Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients. • Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. • Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size. • Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.

Investor Database Management: Create and maintain a database of a wide range of investors (Corporate treasuries, NBFCs, Family Offices, and Private Wealth Distributors).AIF, PMS, Mutual fund salesInvestor Engagement: Arrange meetings with potential investors, make presentations/pitches and portfolio strategies, and conduct regular follow-up calls and meetings.Relationship Building: Create deep relationships with investors and build a strong investor franchise.Market Feedback: Understand investor requirements/market feedback and communicate this to the Product team towards new products.Product Knowledge: Develop a sound understanding of the products, including regulations, tax, and documentation.Transaction Management: Manage end-to-end transaction closure and provide post-investment support to investors.Sector Understanding: Develop a sound understanding of the sectors and entities that the firm represents through field visits and interactions with internal teams.Investor Appetite: Be at the forefront of gauging investor appetite for new asset classes/products.Networking: Network within the industry and represent at conferences and seminars.

Role & Responsibilities:Product Development:Design and modify lending products based on market feedback.Participate in product marketing initiatives, working closely with sector leads on product research, market research, competitive analysis, planning, positioning, and benchmarking.Profitability & Execution:Drive loan products with a profitability-focused approach.Manage the execution of all product processes (SOPs), ensuring profitability for LTO, NCDs, and Guarantees.Strategy & Financial Tracking:Develop product strategies and track revenue, ROI, spreads, cross-sell opportunities, and yields across different client segments.Cross-functional Collaboration:Collaborate with business, credit, risk analytics, and IT (Nimbus) teams.Implement segment-specific business plans and product specifications with sector leads.MIS & Performance Monitoring:Prepare, track, and monitor campaigns, manpower productivity, and P&L performance.Compliance & Coordination:Ensure adherence to SOPs in product and process compliance.Coordinate with internal audit teams to maintain business-side compliance.

Job Title: Wealth Manager Location: Bengaluru, Chennai, Hyderabad, Mumbai, DelhiAbout the Client:Our client, a leading player in the financial services industry, is seeking a highly skilled and experienced Wealth Managers with expertise in HNI and institutional client management to join their team. This role focuses on managing relationships with High-Net-Worth Individuals (HNIs) and institutional clients, including corporates, SMEs, banks, and financial institutions. The ideal candidate will have a strong background in institutional sales and delivering personalized financial solutions based on comprehensive market insights.Key Responsibilities:Client Acquisition & Relationship Management:Identify and acquire new clients for comprehensive financial solutions and services.Execute monthly sales plans to target large prospective clients and maintain regular contact with all mapped clients through weekly or monthly calls. Track daily targets and hold personal meetings with clients. Additionally, identify potential clients (Corporates/Financial Institutions) through referral networks, ads, directories, corporate associations, and other channels.Ensure 100% client penetration for the sourced business, while actively working to increase the share of wallet and revenues from each client.Maintain sales volumes and consistently achieve targeted revenue across all customers and products.Maintain projected fee income at budgeted levels by actively engaging in cross-selling initiatives to meet revenue goals.Provide continuous and superior guidance to team members, focusing on:Client Acquisition: Driving efforts to acquire new clients and expand the client base.Client Retention & Deepening: Building long-term relationships by enhancing client satisfaction and retention.Brand Positioning: Effectively positioning the brand to attract talent and clients.Contribute to customer satisfaction initiatives:Adhere to ethical and fair practices in the selling of products, ensuring integrity in all client interactions.Ensure the regular availability of research materials and market insights for clients, providing them with valuable inputs for decision-making.Keep client promises by addressing their grievances promptly and ensuring that concerns are effectively managed or escalated as necessary.Stay informed on the latest market developments and report upcoming client requirements to the Regional Head and research team to help drive product and service innovation.Qualifications & Skills:Strong experience in wealth management with a focus on HNIs and institutional clients.Proven expertise in institutional sales and delivering personalized investment solutions.Strong knowledge of financial markets, products, and regulatory compliance.Excellent communication, negotiation, and leadership skills.Ability to drive client acquisition, retention, and contribute to brand positioning.

Role & Responsibilities:Product Development:Design and modify lending products based on market feedback.Participate in product marketing initiatives, working closely with sector leads on product research, market research, competitive analysis, planning, positioning, and benchmarking.Profitability & Execution:Drive loan products with a profitability-focused approach.Manage the execution of all product processes (SOPs), ensuring profitability for LTO, NCDs, and Guarantees.Strategy & Financial Tracking:Develop product strategies and track revenue, ROI, spreads, cross-sell opportunities, and yields across different client segments.Cross-functional Collaboration:Collaborate with business, credit, risk analytics, and IT (Nimbus) teams.Implement segment-specific business plans and product specifications with sector leads.MIS & Performance Monitoring:Prepare, track, and monitor campaigns, manpower productivity, and P&L performance.Compliance & Coordination:Ensure adherence to SOPs in product and process compliance.Coordinate with internal audit teams to maintain business-side compliance.

Role Responsibilities Associate- Credit- Supply Chain Finance JOB OBJECTIVE Credit Analysts (Associate) for its Supply Chain Finance Business. Our primary responsibility will be towards credit analysis of large and medium sized corporate entities. The credit exposure is structured on and/or balance sheet. • KEY ACCOUNTABILITIES Part of the debt deal team responsible for conducting the due diligence of Large / Mid Size Corporates • Preparing the due diligence report capturing all the information required for taking credit decision. This would involve a detailed understanding of the business model, financial analysis, industry outlook, banking analysis, credit bureau, etc • Meet & interact with top management of Clients including functional heads to understand business models • Present the proposal to internal stakeholders for approvals • Ensure timely processing of the deals .Role Responsibilities -Senior Associate Credit Risk & Monitoring (Mid Market) KEY ACCOUNTABILITIES: Pre- Investment: Due diligence on Business Model and Operations, Financial and Governance Aspects. Post-investment: Periodic credit analysis & risk monitoring of partner companies in MidMarket segment Emerging Corporates reporting on Early warning signals or signs ofdeterioration in Credit risk. Visiting partners and interacting with their top management and functional team to understandbusiness model and identify potential risk areas. In case of risks identified, more recommendationson possible measures to mitigate risks through incremental and monitor progress Performing periodic credit analysis for client onboarding approvals, limit enhancements, setting covenants on Term-sheets across products. Adding to the body of understanding of asset classes in which Organization is working with a focus on identified sectors, by participating in due diligences with Business origination team,participating in credit committee meetings, research, blogs or any secondary study. Monitoring sector level risks and recommending necessary course of action at an entity and sector level as well as engaging with other stake holders such as the investors, credit bureaus.

Key Roles & Responsibilities: New current account product and process development as per Business requirement and implementation. Manage existing products life cycle, improvement of features and fixing issues.Responsible for activities related to the development of new products and/or functionality of products including product enhancements, innovation, etc based on market research and trends complying with regulatory guidelines.Prepare product note, SOPs, form, annexures, formats, etc.Conducting Training and Launching Business Contest.MIS, Dashboard and Presentation to Management. Qualification: Graduate / MBA Preferred degreeExperience: 4 to 13 years Role: Individual Contributor Required Competencies Behavioural: Achieves Results, Communicates Effectively, Makes Effective Decisions, Problem Solving/Judgment, Productivity.

Role & responsibilities Secondary research & leverage social media to ensure exhaustive market mapping across sectors. No existing or upcoming business opportunity should be missed.Generating Qualified leads over the phone by qualifying as per Company criteria through primary researchIncrease meeting & sales pipeline conversions. Conversion of qualified leads to validated sales pipeline for seller territoriesBuilding relevant Stakeholder network & buying insightsCRM complianceSocial Selling index and ability to leverage social media for secondary researchPreferred candidate profile High Social selling indexExcellent Communication SkillsProficient in B2B market mapping research and lead gen methodologySales orientationProcess Oriented Good analytical skillsSales funnel UnderstandingProficient in MS-Excel How you will contribute Work with Regional sellers to identify and qualify target companies to build their sales pipelineExhaustive market mapping across geographies & sectors. Identify existing & greenfield prospects across Business, Education & Healthcare sectors. Conduct calling campaigns to qualify prospects through primary researchBuild relevant stakeholder network across the qualified prospect base by understanding the buying process & buyer rolesIncrease inside-sales funnel velocity through stakeholder network building & client researchProvide client insights to increase sales velocity

.Role & responsibilities - To scrutinize the credit proposals by analyzing the client creditworthiness, business strength, market credibility, Financial statements, Income Tax returns, cash flow statements, repayment track record, average bank balance & adherence to other internal credit norms • To perform direct and thorough investigation and obtain relevant credit information through personal interaction with customer. • To undertake detailed external research and market feedback including banker, Suppliers, customers on the loan proposal and evaluate the proposal in accordance • To interact with the Legal and Technical agencies to ensure that property risk have been understood and mitigated. • To submit Credit Appraisal Memo to the Regional Credit Manager for each proposal highlighting the key risks associated with the borrower to enable a prudent credit lending decision. • Ensuring no loss of revenue by issuing proper sanction letter as per approvals are being issued, capturing the right deviation while assessing the case • To ensure document execution from RMs & the handover of complete documentation to MOG for disbursement of loans. Ensuring proper mortgage is created in favour of ABFL. Ensuring the underlying security mortgaged is marketable and having a clear title. Significant Credit Delegation and deviation authority. Area Credit Manager have the financial delegation of up to 1.50 Cr .Introduction of high risk products like funding on industrial, warehouse and Plots properties as well as significant increase in the threshold limits of non-income base surrogate products which make experience and required skill set of person handling the portfolio extremely critical. This is unlike many banks and NBFCs which are into pure residential and commercial completed properties only.To monitor the existing portfolios based on designed formats and parameters • To monitor the portfolio performance by continual analysis of changes in fundamentals & reviewing the ratings change, analyze covenants for deviations and evaluate industry performance norms in that sector •To monitor the overdue position and take appropriate steps to support the recovery process for the same. • Vendor Management . Process Management

Role & responsibilities Client Identification & Sourcing:Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customerStrong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline.Understand clients' financial goals, challenges, and opportunities.Client Relationship Management:Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment.Identify new business opportunities and revenue streams within the corporate finance sector.Expand the client base and promote financial products and services including cross sell of products.Deal Structuring:Collaborate with clients to structure financial deals tailored to their specific needs.Prepare and present proposals to clients and present the same internally to all stakeholders.Credit Solutions:Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products and also innovate uniquesolutions for customers.Assess creditworthiness and risk factors associated with clients on an ongoing basis.Portfolio Growth:Focus on portfolio growth by cross-selling financial products and services.Achieve budgetary targets for Net Interest Income (NII) and fee income.Financial Analysis:Analyze financial statements, credit reports, and market trends to assess client performance and risks.Develop insights to enhance client portfolios.Compliance:Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policy.

1. Client Acquisition and Relationship Management: Responsible for identifying and acquiring new Institutional clients (Corporate, SME, Banks, Finance) and managing their portfolios. 2. Market/Product Updates and Recommendations: Provide market and product updates to clients and make recommendations based on financial research and trends. 3. Challenges: Ensure high turnaround time (TAT), stay updated on market developments, and maintain high customer service standards.4. Key Skills Required: Strong local network, investment product knowledge, ability to interpret market trends, good communication, negotiation skills, and customer-centricity.5. Targeted Profitability & Fee Income: Maintain sales volumes, achieve targeted revenue, and undertake cross-selling initiatives to meet financial goals.6. Compliance and Policy Adherence: Ensure compliance with critical policies, procedures, and KYC documentation while monitoring client profiles.7. Continuous Skill Development: Engage in ongoing self-development through internal and external training programs to enhance financial sales services skills.

DVP / VP Corporate CoverageObjective: Drive market growth, new client acquisition, and revenue generation for the Supply Chain Finance business, focusing on Mid and Large Corporate clients across India.Key Responsibilities:Identify and pursue business opportunities to expand Commercial Lending products in the corporate ecosystem.Develop relationships with key stakeholders, including C-level executives, and manage client engagement.Prepare pitch documents, presentations, and sales materials; support implementation of won mandates.Drive deal closures to meet revenue and acquisition targets.Collaborate with cross-functional teams to ensure seamless delivery and monetization of mandates.Generate leads, analyze market trends, and contribute to new product development and go-to-market strategies.Requirements:Strong credit underwriting and portfolio management skills.Excellent interpersonal skills and ability to build relationships with stakeholders.Proven experience in product lifecycle management and presenting to top management.Technical proficiency with business processes, especially in supply chain finance.Passion for conceptualizing and building enterprise-focused products in the lending space.

1. Job PurposeConduct Portfolio Reviews of large relationships along with the RM, delivering detailed presentations to clients that explain their investments.Assist in acquiring new clients by preparing and presenting Investment Proposals, ensuring all requirements are met and explained to prospects.Collaborate in business planning with the incentive plan, supporting each RM in monthly and quarterly activities.Act as a bridge and knowledge center for all Product and Research communications as part of the Product & Research central team.2. DimensionsBusiness/SBU/Unit Revenue: Emerging Business & Wealth ManagementBusiness Workforce Number: To be specifiedUnit Workforce Number: To be specifiedFunction Workforce Number: To be specifiedDepartment Workforce Number: To be specifiedOther Important Parameters: Budgets, Volumes, No. of Products, Geography, Markets, Customers, etc.3. Job ContextThe Investment Counselor supports the Business, enhancing core business performance through entrenched relationships and offering more products per customer in line with the business strategy.Key Challenges:Stakeholder Management: Ensure effective synergies and engagement for unit stakeholders for efficient strategy implementation.Changing the Mindset of the Sales Team: Engage and educate RMs on the benefits of offering various solutions to Wealth Customers.No Direct Reporting Structure: Use domain expertise, perseverance, and influencing skills to drive initiatives successfully.4. Key Result Areas / AccountabilitiesAchieve Targeted Profitability & Fee Income:Strategize client engagement for optimal revenue.Engage with RHs/RMs to identify cross-sell and deepening opportunities.Initiate cross-selling initiatives for additional revenue.Monitor achievement of branch and regional targets.Ensure Skill Enhancement of the Team:Provide product and customer engagement training in coordination with HR (L&D).Ensure Policy Adherence and Coordination:Supervise and ensure compliance with critical transaction sales of Mutual Funds, AIF, PMS, etc.Coordinate documentation and smooth operations with stakeholders.Present MIS Dashboards:Share regular performance dashboards with RHs/ZHs.5. Job Purpose of Direct ReportsThe Specified Person (IC) meets clients with the sales team, ensuring the closure of MF, AIF, PMS transactions, and adherence to norms and processes.6. RelationshipsInternal:Head - Product & Research, Zonal Head, Regional Head & Relationship Managers of various verticals (Wealth Management)Frequency: WeeklyNature: Sharing business progress and initiatives.Ongoing daily engagement with business development initiatives, client engagement, dashboards, centralized client communication, product knowledge, and training.External:Client & Channel PartnersFrequency: Monthly & Need-basedNature: Training RMs, client meetings, identifying market opportunities.7. Organizational RelationshipsProvide the structure for a level above and below the position for which this job description is written, using position titles and indicating all the reports of the position.

Operational Risk ManagerAre you passionate about managing and mitigating operational risks in a fast-paced, technology-driven financial ecosystem? Our client, a leading digital lending platform, is looking for an Operational Risk Manager to join their growing team.About the RoleAs an Operational Risk Manager, you will play a critical role in ensuring risk mitigation within credit operations. You will be responsible for identifying operational risks, implementing control measures, ensuring compliance with regulatory guidelines, and collaborating with cross-functional teams to strengthen risk management practices.Key ResponsibilitiesIdentify operational risks across credit processes, including loan origination, underwriting, disbursement, and collections.Develop and implement robust control measures to mitigate risks, ensuring adherence to company policies and regulatory requirements.Ensure compliance with RBI guidelines and other relevant regulations.Investigate risk incidents, identify root causes, and recommend corrective actions.Track and report key operational risk indicators (KRIs) to provide early warnings.Conduct regular audits of credit operations to ensure regulatory compliance.Prepare detailed risk assessment reports for senior management.Collaborate with Credit, Risk, Compliance, and Technology teams to implement risk mitigation strategies.Conduct training sessions for credit team members to promote risk awareness.Ideal Candidate ProfileHighly driven and motivated with a hands-on approach.Strong communication and stakeholder management skills.Proactive and able to work independently in a dynamic environment.In-depth knowledge of operational risk frameworks, particularly within credit operations.Qualifications & ExperienceCA/MBA with 5-10 years of relevant experience in Operational Risk Management.Experience in assessing and managing operational risks across business processes.Expertise in creating and maintaining Risk Registers, conducting periodic Risk Control testing, and implementing mitigation strategies.Ability to engage with stakeholders to address operational risk gaps.If you have the expertise and enthusiasm to contribute to a growing digital lending business, apply now to be part of this exciting opportunity!

Project Finance UnderwriterLocation: Mumbai / Bengaluru / ChennaiWe are seeking a skilled and experienced Project Finance Underwriter to join our client's team. This role will primarily focus on underwriting transactions in emerging sectors such as Electric Vehicles, Warehousing, Solid Waste, Energy Efficiency, Water, Logistics, Healthcare, CGD, and Data Centres.Key Responsibilities:Underwriting and assessing structured finance credit, promoter funding, and acquisition finance transactions.Preparing credit appraisal notes, in-principle notes, and presentations.Collaborating with business, legal, and risk teams for transaction execution, structuring, and term sheet preparation.Conducting financial analysis, building financial models, and tracking key operating parameters in infrastructure sectors.Keeping up with sector developments and maintaining an up-to-date knowledge base.Drafting term sheets and identifying key drivers, risks, and issues in transactions.Presenting transactions to senior management and relevant committees for approval.Required Skills & Qualifications:5 - 10 years of experience in credit/risk/business roles at financial institutions, banks, NBFCs, or credit rating agencies.Strong expertise in financial analysis, financial modeling (MS Excel), and structuring transactions.In-depth knowledge of sectors such as infrastructure, energy, healthcare, and logistics.Proficiency in preparing concise, comprehensive credit appraisal notes.CA / MBA / CFA or equivalent qualification.Desired Attributes:Strong communication and soft skills.Analytical mindset with a research-oriented approach.Team player with a high level of empathy and strong work ethics.If you are passionate about project finance and have a track record in evaluating complex transactions, wed love to hear from you.

Job Title: West Head Supply Chain Finance Location: MumbaiJob Description: We are looking for an experienced West Head – Supply Chain Finance (SCF) to lead the growth and scaling of our SCF business. The ideal candidate will drive business development, expand relationships with anchors, manage credit facilities, and ensure optimal portfolio performance. This role demands a proactive, strategic approach to identify new opportunities and ensure smooth portfolio management.Key Responsibilities:Develop and onboard new anchors for Dealer/Vendor Finance propositionsExpand and optimize the utilization of SCF credit facilitiesBuild and maintain strong relationships with anchors to ensure business continuityManage and maintain a high-quality portfolio with minimal overdue accountsCollaborate with internal teams (Risk, Operations, Compliance) for smooth execution and regulatory complianceMust Have:MBA or equivalent10-15 years of experience in banking/financial services, preferably in SCF, SME banking, or Commercial BankingExpertise in credit underwriting and portfolio managementStrong proficiency in MS Office (Excel, PowerPoint, Note writing)Self-motivated, team-oriented, and results-driven

Head SCF Credit & Risk About the Role:As our client embarks on the next phase of growth, we are seeking passionate and driven individuals to make a significant impact in the MSME ecosystem. This is an exceptional opportunity to apply your creative thinking, analytical expertise, and diverse skill set to revolutionize new products, processes, and strategies for a rapidly growing business. Your contributions will directly influence the company's expansion and help shape scalable solutions.Key Responsibilities:Oversee the companys credit policies, procedures, and processes related to Supply Chain Financing (SCF) and Commercial Lending, ensuring risks are appropriately addressed through evaluation and the development of comprehensive risk frameworks.Hold direct responsibility for the credit quality and risk performance of the SCF and Corporate Lending businesses.Develop, monitor, and review Early Warning System (EWS) reports to anticipate and mitigate risks.Conduct periodic reviews of the portfolio in line with industry trends and recent RBI circulars, making necessary amendments to policies accordingly.Stay informed on the external economic environment, regulatory policies, and market competition to support strong business growth.Drive system automation initiatives to enhance team efficiency and productivity.Leverage data analytics to generate insights into credit risk trends, identify emerging risks, and optimize credit risk management strategies.The Ideal Candidate:A highly driven, self-motivated individual with a hands-on approach when needed.Strong communication skills with the ability to present and influence at all organizational levels, including C-suite executives.Proven leadership ability to motivate and develop a high-performing team.A problem-solving mindset with a strategic approach to risk management.Strong business acumen and a keen understanding of the financial landscape.Qualifications & Experience:10+ years of experience in credit/risk management, specifically within supply chain financing and/or wholesale corporate lending.Chartered Accountant (CA), Chartered Financial Analyst (CFA), or similar qualifications, with relevant experience.In-depth knowledge of operational, legal, and credit risks across various industries.Proven experience in unsecured and financial-based credit assessments.

Credit Manager Large Corporate (Mumbai & Kolkata)Key Responsibilities:Handle responsibilities related to the Area Credit Manager profile, including evaluating and assessing CAM Notes and financial models submitted by the Business Team.Prepare credit notes and financial models with accurate information, gathering data from business teams, public domain, and other resources.Structure transactions to comply with internal credit policies and regulatory frameworks.Analyze and document risks related to business, promoters, industry, and financials, while recommending appropriate mitigants and sanctions.Conduct detailed financial analysis, focusing on P&L and balance sheet movements and variances in line with accounting standards.Create and work with complex financial models in Excel, including cash flow analysis and interlinked sheets.Assess and mitigate transaction, business, financial, and industry risks.Qualifications:Chartered Accountant or Post-Graduate in Finance / MBA.4 years to 10 years of relevant experience, particularly in underwriting for large/mid corporate segments with high ticket size exposures.Location: Mumbai & KolkataIf you are a skilled professional with experience in credit risk analysis and financial modelling, we invite you to apply and join our team!

Role & responsibilities Identification and mitigation of compliance risksImplementation of regulatory directions in line with applicable norms and sufficient testing testing and reporting of resultsEnsuring the timely implementation of applicable regulatory Circular norms, Compliance Policy mandates, preparation of MIS and other reportsAdvisory function towards management and other departmentsImplementing and enforcement of policies, processes and procedures in line with regulatory and internal compliance requirements in a timely manner Follow up and closure of Regulatory/Supervisory and internal audit findings within defined timelines working towards reduction of compliance risk incidents and ensuring adherence to ethical standards and best industry practices.Intrested Candidate can apply : sweta.tarwe@antal.comPreferred candidate profile Compliance, RBI Compliance,Perks and benefits

Role & responsibilities Essential Duties and Responsibilities: • Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. • Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. • Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. • Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients. • Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. • Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size. • Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.

Associate Consultant Recruiter / Sr. Recruiter (Non-Technology Hiring)Location: Pune - Work from Office About Us: We are a leading global HR consulting firm, providing recruitment solutions to some of the worlds most prominent companies. Our team is passionate about matching top talent with exceptional career opportunities, and we are currently looking for a dynamic Associate Consultant to join our recruitment team.Job Description: As an Associate Consultant – Recruiter / Sr. Recruiter, you will play a key role in managing end-to-end recruitment processes for non-technology roles, with a focus on the BFSI (Banking and Financial Services Industry) sector. Additionally, you will be responsible for client handling and fostering relationships with existing clients while actively pursuing new business opportunities to expand the client base.Key Responsibilities:Handle full-cycle recruitment for non-technology roles, with a special focus on BFSI.Source, screen, and interview candidates to meet client requirements.Build and maintain strong relationships with clients, ensuring client satisfaction and retention.Actively pursue new client acquisition, identify opportunities for growth, and expand the firm's client base.Manage job postings, candidate pipelines, and offer negotiations.Provide market insights, recruitment strategies, and advice to clients to support their hiring needs.Key Requirements:1-5 years of recruitment experience, ideally in non-technology sectors.Prior experience in BFSI recruitment is highly preferred.Proven ability in client handling, relationship management, and business development.Strong interpersonal and communication skills.Ability to manage multiple clients and vacancies simultaneously.Excellent sourcing skills across different platforms (job boards, LinkedIn, etc.).

Job Title: Research Associate / Associate ConsultantLocation: Pune (Hinjewadi)Experience required: 6 months to 4 years of experienceEducational requirements: MBA/BBA/BMS/B Com or equivalent Sector: Fintech, Start-up, Financial Services and ConsultingJob Summary: We are seeking to appoint charismatic team members for our Pune (Hinjewadi) office. These are newly created positions for committed professionals steering business growth and working with a highly motivated team. We are looking for individuals who have strong Recruitment/Search skills with excellent communication and adept at stake holder managementResponsibilities:Source, develop and manage candidate relationships within chosen competency. Qualify candidate suitability for current or future vacancies/clients, through questioning and referencing following best practices at Antal.Actively develop knowledge of assigned niche market to enable you to generate business and business pipeline, through candidate calling, networking and lead generation. Website: www.antal.com.Get engaged in other Social Media Activities and other marketing campaigns to attract talent to your line of business.Designing Search Plans, Mapping and Headhunting.Be able to use in-house CRM to generate candidates list and marketing material.Stay focused on self-direct performance and career progression goals.Prioritize workload and ensure working on productive activities to always achieve maximum revenue.Develop new clients in the designated industry sector or discipline, and secure job orders from new and existing clients.Stay focused on Key Performance Indicators (KPIs) for both business development and Sourcing/Recruitment.Stay abreast on competition activities, industry practices and opportunities in the recruitment business and building strategic relationships with key clients.Collaborate with Antal offices across the globe to maximize sharing business whilst promoting sharing of knowledge about clients and candidates.Prepare and submit annual budgets, plans and periodic progress reports to the Team Leader and monitor performance to ensure budget achievement.Note: Experience in Banking, Financial Services Start-ups and Consulting will be added advantage

Research Associate / Associate Consultant About Us: We are a leading International Executive Search and Selection business for Mid to Senior level with an existence in the industry for more than 20 years now, headquarters based at London. We are 120 offices globally and 30+ in India. (To Read more: www.antal.com) Key Responsibilities: Source, develop and manage candidate relationships within chosen competency. Qualify candidate suitability for current or future vacancies/clients, through questioning and referencing following best practice at Antal. Actively develop knowledge of assigned niche market to enable you to generate business and business pipeline, through candidate calling, networking and lead generation. Get engaged in other Social Media Activities and other marketing campaigns to attract talent to your line of business. Designing Search Plans, Mapping and Headhunting Assist in organizing and executing employee engagement initiatives to foster a positive work environment. Support as an HRBP in performance management processes, including goal setting and performance reviews. Participate in HR projects aimed at enhancing HR processes and employee experience. Ensure strict adherence to HR policies and maintain accurate HR records. Provide administrative support to the HR team as needed. Proactively engage with prospects through cold calling, emails, LinkedIn and other sources to generate qualified leads. Ability to engage prospects on the first call and convert it into a lead. Clearly and concisely communicate with prospects with appropriate verbal communication skill. Identify and develop new business opportunities through effective research and understanding of the initial interest or pain points of the prospects. Tailor initial calls to the specific needs of the prospect through quick research on various tools. Meet or exceed lead generation quotas by consistently identifying new opportunities. Draft strong and effective emails to engage prospects and convert them into leads. Work with Internal Systems to track leads and maintain accurate records of leads and prospects Ability to multi-task, prioritize and manage time effectively. Qualifications & Experience: Graduate in any discipline, Master’s Degree/MBA in Business or related field will be preferred Minimum 1 year of Sales experience- Recruitment and Non-Recruitment with a demonstrated and a proven track record in your previous work stint. Fluency in English language and MS office skills What will you gain? Opportunity to work with one of the leading Global Executive Recruitment firm. Antal believes in a strong rewards and recognition culture. We have an attractive incentive pay out scheme, apart from chance of securing a seat at the Antal Global Conference, usually held at London. We believe in Sharing Knowledge, Information and experience- you get a highly charged intellectually stimulating environment at work and within the network. We invest in people - you get a long-term career possibility with us, through a clearly articulated and visible career progression.

Senior Wealth ManagerLocation: Bengaluru, Hyderabad, ChennaiExperience: 7-20 yearsCompany: Leading Financial Services Firm backed by a Top Corporate GroupJob Description: We are seeking a highly skilled and experienced Wealth Manager to join our team at one of the nations leading financial services companies, backed by a top corporate group. In this role, you will be responsible for providing personalized financial advice and investment solutions to high-net-worth individuals (HNWIs) and clients. Your expertise will help clients achieve their financial goals while managing risks and optimizing returns.Key Responsibilities:Build and manage relationships with high-net-worth clients and prospects.Provide tailored wealth management advice on investments, asset allocation, retirement planning, and tax-efficient strategies.Develop and implement personalized financial plans for clients, with a focus on long-term growth and wealth preservation.Continuously monitor clients portfolios and offer proactive advice to adjust strategies based on market conditions.Stay updated on financial products, market trends, and regulatory changes to offer the best solutions to clients.Collaborate with internal teams to provide comprehensive wealth management solutions.Achieve and exceed revenue and client retention targets.Qualifications & Skills:7-15 years of experience in wealth management, private banking, or financial advisory services.Strong understanding of investment products, asset management, and financial planning.Excellent communication, relationship-building, and interpersonal skills.Proven track record of managing HNWI clients and delivering exceptional financial outcomes.Certification in financial planning or related field (CFA, CFP, etc.) is preferred.Ability to work independently and in a team-oriented environment.Benefits:Competitive salary and performance-based incentives.Opportunity to work with a leading national firm with extensive resources and support.Career growth and development opportunities.

Mid-Market Relationship Manager (RM) Position Overview:Our client, a leading institution in the BFSI sector, is seeking an experienced and results-driven Mid-Market / Emerging Corporate RM to join their dynamic Commercial Finance team. This role will involve a blend of credit assessment, business development, portfolio management, and customer relationship management. The ideal candidate will have a strong background in the financial services industry and be adept at building relationships with corporate clients while driving business growth. Key Responsibilities:360 Credit Assessment:Conduct detailed analysis of clients' financials and business operations. Collaborate with the Risk Management team to prepare accurate and insightful appraisal notes, ensuring a comprehensive understanding of clients' creditworthiness.Business Development & Client Acquisition:Take the lead in identifying and targeting new clients that align with the Company's risk appetite. Implement strategies for market segmentation and client acquisition. Build and maintain strong relationships with Companys, brokers, law firms, corporates, trade associations, chambers of commerce, and other industry stakeholders. Represent the Company at industry events, trade fairs, and seminars to expand the client base and drive business growth.Collaboration & Solution Delivery:Work cross-functionally with internal teams to deliver tailored financial solutions that meet the unique needs of clients. Foster strong collaboration within the Company to ensure clients receive optimal outcomes, balancing both customer satisfaction and the companys strategic interests.Portfolio Management:Manage and grow a diverse portfolio of corporate clients, ensuring high standards of service delivery and proactive identification of new business opportunities. Maintain and deepen relationships to generate revenue growth from the existing client base.Customer Service Excellence: Ensure exceptional customer service by understanding client needs across their business lifecycle. Offer appropriate Companying products and services, while maintaining a strategic balance between client satisfaction and the Companys business objectives. Key Qualifications & Skills:Educational Background:An MBA, Chartered Accountant (CA), or relevant graduate degree with 4 to 12 years of experience in relationship management within the BFSI sector. Communication Skills:Excellent verbal and written communication skills with the ability to tailor conversations to diverse client needs, ensuring clear and impactful dialogue that drives business outcomes.Financial Acumen: Strong understanding of financial statements, including balance sheets, profit and loss accounts, and cash flow analysis. Familiarity with basic Companying products and services is essential.Relationship Management:Proven ability to build and maintain long-term client relationships, with a focus on driving business results and ensuring consistent, high-quality service delivery.

Job Title: Investment CounselorJob Purpose: The Investment Counselor (IC) will work closely with the Relationship Managers (RM) to conduct portfolio reviews for high-net-worth clients, offering detailed insights into their investment portfolios. The IC will also play a key role in acquiring new clients by preparing and presenting investment proposals, ensuring all client requirements are met. Additionally, the IC will collaborate with the Product & Research team, bridging knowledge between the sales team and central research.Key Responsibilities:Portfolio Review & Client Engagement: Conduct detailed portfolio reviews with RMs, providing clients with a thorough understanding of their investment positions.Client Acquisition: Assist in acquiring new clients, preparing and presenting investment proposals, and addressing client needs.Business Planning & Strategy: Collaborate with RMs in business planning, helping achieve monthly and quarterly targets, and driving cross-sell initiatives.Team Skill Development: Ensure the Wealth Management team receives necessary product and customer engagement training in collaboration with HR (L&D).Policy Adherence & Compliance: Oversee adherence to all policies and ensure smooth transaction processes for products like Mutual Funds, PMS, and AIF.MIS & Reporting: Regularly update performance dashboards and track branch and regional target achievements.

Dear Candidate ,Please find below Job description Position: Inside Sales Lead Generation SpecialistRole Duties & Requirements:Collaboration with Sales TeamInside Sales StrategyLead Generation ActivitiesTelephonic Sales & Survey Participation:Research and Lead Sourcing: Required Skills & QualificationsExcellent communication skills (written and verbal).Proven experience in lead generation, inside sales, or telesales (B2B experience is preferred).Ability to work independently and as part of a team.Familiarity with lead generation tools and techniques.Strong organizational and time management skills.Location : Gurgaon

We want Candidate whose Ticket Size is from 1 Cr above.Client Identification & Sourcing:Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customerStrong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline.Understand clients' financial goals, challenges, and opportunities.Client Relationship Management:Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment.Identify new business opportunities and revenue streams within the corporate finance sector.Expand the client base and promote financial products and services including cross sell of products.Deal Structuring:Collaborate with clients to structure financial deals tailored to their specific needs.Prepare and present proposals to clients and present the same internally to all stakeholders.Credit Solutions:Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products and also innovate uniquesolutions for customers.Assess creditworthiness and risk factors associated with clients on an ongoing basis.Portfolio Growth:Focus on portfolio growth by cross-selling financial products and services.Achieve budgetary targets for Net Interest Income (NII) and fee income.Financial Analysis:Analyze financial statements, credit reports, and market trends to assess client performance and risks.Develop insights to enhance client portfolios.Compliance:Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies.

Job Title: Product Manager Virtual Event PlatformLocation: Noida, IndiaExperience: 5-10 yearsIndustry: SaaS, Event Technology, Virtual EventsJob Type: Full-time About the RoleWe are hiring a Product Manager for a leading SaaS-based Virtual Event Platform. This role requires expertise in product strategy, event technology, user engagement, and data-driven decision-making. The ideal candidate will work on enhancing platform features, optimizing live streaming, and improving event engagement tools while collaborating with engineering, sales, and marketing teams. Key ResponsibilitiesProduct Strategy & RoadmapDefine and execute the product vision, roadmap, and go-to-market strategy.Prioritize features based on market trends, customer feedback, and business goals.Conduct competitive analysis to drive innovation in virtual event solutions.Feature Development & User ExperienceEnhance event engagement tools such as live chat, networking, AI matchmaking, and Q&A.Optimize the UI/UX to ensure seamless virtual event experiences.Integrate with third-party platforms (CRM, payment gateways, analytics tools, etc.).Event Tech & Platform OptimizationImprove live streaming, video conferencing, and real-time interaction features.Collaborate with engineering teams to ensure platform scalability and stability.Implement AI-driven personalization for attendee recommendations and content curation.Data Analytics & Performance TrackingUse tools like Google Analytics, Mixpanel, SQL to monitor user behavior and event success.Optimize conversion rates, attendee retention, and engagement strategies using data insights.Define and track key performance metrics (KPIs) to measure product success.Cross-Functional CollaborationWork closely with engineering, marketing, sales, and design teams to align product goals.Engage with clients, event organizers, and stakeholders to understand their needs.Manage API integrations and third-party partnerships to enhance platform functionality. Ideal Candidate Profile5-10 years of experience in product management, preferably in SaaS or event technology Hands-on experience with virtual event platforms, live streaming, or video conferencing tools.Strong understanding of UI/UX, customer engagement, and AI-driven personalization.Proficiency in product analytics tools (Google Analytics, Mixpanel, SQL, etc.).Experience in API integrations, agile methodologies, and cross-functional team management.Ability to analyze market trends, competitor insights, and define a winning product strategy. Why Join?Be a part of a fast-growing event tech industry.Work on cutting-edge AI and data-driven product innovations.Collaborate with top industry professionals and stakeholders.Interested candidates can apply by sending their resume to [Your Email]