Job Title: Governance Officer Location: Trivandrum, Kerala Experience: 720 years Employment Type: Full-Time Industry: Family Office / Private Wealth / Legal & Compliance Functional Area: Legal, Regulatory, Compliance, Governance Role Category: Company Secretary / Legal / Governance Job Description We are seeking a Governance Officer to join our Family Office in Trivandrum, Kerala. Reporting directly to the Board of Trustees , this role will be instrumental in strengthening governance structures and ensuring seamless coordination among family councils, boards, and governance committees. The ideal candidate will be experienced in governance, legal compliance, and trust/family business structures, with a strong commitment to confidentiality and alignment with family values and legacy. Key Responsibilities Governance Facilitation & Oversight Organise and facilitate meetings for the Family Council, Family Business Council, Board of Trustees, and other governance bodies Prepare and manage governance documentationagendas, minutes, resolutions, trackers Support implementation and periodic updates to the Family Constitution and governance protocols Maintain an organised and secure repository of key documents across family entities and trusts Compliance & Documentation Ensure legal and regulatory compliance under applicable Indian laws Coordinate with legal, audit, and tax advisors for filings, registrations, and compliance matters Maintain confidential records and governance communications securely Family Governance Implementation Assist in onboarding and integrating next-gen family members into governance roles Support documentation of ownership, succession, and intergenerational planning frameworks Monitor adherence to governance principles and report deviations to the Board Stakeholder Communication & Coordination Act as the single point of contact for family stakeholders and external advisors Facilitate smooth, timely communication between family members, committees, and professionals Support awareness, training, and orientation sessions on governance best practices Desired Candidate Profile Qualifications: Company Secretary (CS) preferred LLB or CA with strong governance exposure may also apply Experience: 720 years of experience in governance, legal, or compliance roles Prior exposure to family offices, trusts, or multi-generational business advisory preferred Solid understanding of Indian Trusts Act, Companies Act, and succession laws Key Skills Governance and compliance expertise Legal and regulatory knowledge Exceptional documentation and communication skills High discretion, interpersonal sensitivity, and alignment with family values Strong organisational ability with independent work ethic Apply now to become a part of a values-driven legacy that spans generations.

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata 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. 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.

Role & 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.

Key Responsibilities: • Provide architecture level expertise to IAM solution design and implementation. Respond to customers' questions related to the IAM Governance Program and provide guidance when required on entitlement issues. Participate in quality assurance measures and support all auditing requirements for customer including long term governance projects. Work with Team members to identify and resolve the complex problems in ongoing projects. Address high priority tickets quickly, work within and measure against customer SLAs. Adapt script or create script to automate the manual tasks and develop custom connectors. Lead a team of IAM consultants for L1 and L2 level support tasks and implementation. Manage end to end implementations in unified access management. Required Skills: Bachelor of Technology /BS/MS in computer science or equivalent. 10+ years of experience in IAM (SailPoint IIQ) support, Cyber Ark Support, Beyond Trust Support or architecture and implementation. SailPoint IIQ Certification is good to have. Saviynt Certified IGA Professional will be an added advantage. Cyber Ark or Beyond Trust Delivery Certified Engineer is mandatory. Knowledge of IAM concepts like JML, RBAC, ABAC, Provisioning and De Provisioning, Access Reviews, and certifications etc. Excellent oral & written communication skills and ability to work with global counterparts. Excellent demo, pre-sales and presentation skills on unified access management. Good understanding of LDAP directory servers / directory proxies, audit and reporting systems, federation and SSO. Certified on Okta, Ping Identity or One Login or any other MFA/ESSO/AM tool. Good understanding of middleware, DB platforms and SOA/REST/Web Services/etc. • Substantial experience with LINUX, Windows, and UNIX systems. • Familiarity with web servers, load balancers, firewalls, and DNS. • Advanced level judgment and leadership to solve the most complex technical problems. • Familiarity with basics of SIEM tools like Q radar /Splunk. • Experience with cloud security platforms and technologies like AWS and Azure. • Knowledge of integrating with widely used enterprise/cloud platforms like SAP, Service Now, ITSM tools is a plus. • Knowledge /experience with Java/J2EE/SQL/Shell Scripting

About the Company Our client is a fast-growing B2B insights and intelligence provider, helping global enterprises uncover new revenue opportunities through data-driven decision-making. Their proprietary platform tracks market shifts across 30,000+ topics and is widely recognized for connecting trends across industries in a predictive, actionable way. They work with many of the worlds leading corporations and are known for their unique blend of technology and expert analysis. The Opportunity Were hiring a Vice President / Senior Vice President – Global Sales to lead a geographic revenue "Tower" (e.g., North America, Europe, or Rest of the World). This is a senior, high-impact role reporting directly to the CEO. Key Responsibilities Lead enterprise sales and drive $2.5M–$5M in annual revenue Build and scale a sales team of 15–20 sellers Personally close deals in the first 3 months to develop a scalable playbook Sell to large global enterprises ($500M–$50B) across key industries Identify and fix sales inefficiencies; establish repeatable best practices Collaborate with marketing, product, and strategy teams Mix of strategic consultative sales + high-velocity deals (1 day–3 months) Ideal Profile 14+ years in B2B sales (research, consulting, or B2B tech preferred) Closed $1.5M+ in new business annually Proven team-builder and sales strategist Entrepreneurial, hands-on, and growth-driven Why This Role? Global revenue ownership Platform-led, not service-based Direct CEO reporting line Opportunity to scale the next growth phase

Private Wealth Manager General brief about the role: The Investment Counsellor / Private Wealth Manager at Geojit Financial Services Ltd. plays a vital role in providing investment advice and curated solutions to HNI/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 build strong client relationships. 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. Personnel Specification • Education: Masters Degree from an accredited College • Experience: 8 Years experience in investment management, wealth advisory, or related financial services roles. Skill Sets • Communication Skills (Must be multilingual with excellent communication) • Market knowledge (understand the dynamics of financial business) • Resourcefulness • Convincing Skills • Analytical skills Other Requirements (if any) • Behavioural Competencies • Service oriented • Perseverance • Interpersonal skills Preferred candidate profile

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. Personnel Specification Education: Masters Degree from an accredited College Experience: 8 Years’ experience in investment management, wealth advisory, or related financial services roles. Skill Sets Communication Skills (Must be multilingual with excellent communication) Market knowledge (understand the dynamics of financial business) Resourcefulness Convincing Skills Analytical skills Other Requirements (if any) Behavioural Competencies Service oriented Perseverance Interpersonal skills Cultural sensitivity Willingness to learn Initiative Teamwork and Cooperation Result Oriented Creativity and Innovation Communication and courtesy to customers

Role & responsibilities Business Vertical: Corporate Finance Department: Mid Corporate Designation: RM Line of Business: Sales Proposed Immediate Superior: ASM Grade: M3/M4 Key Objective of the Job: Main Accountabilities 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. Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment & Channel Partners Understand 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. Major Deliverables: Deal Structuring: Collaborate with clients to structure financial deals tailored to their specific needs. Prepare and present proposals to clients. Credit Solutions: Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products. Assess creditworthiness and risk factors associated with clients Specialized job competencies: 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 Desired Experience: Compliance: Ensure strict compliance with all audit, regulatory, and company regulations, processes, and policies Other desired attributes: Team coordination, Good Attitude and willingness to learn & impart trainings Location: Vijayawad Number of Positions: 2 Preferred candidate profile

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. Personnel Specification Education: Masters Degree from an accredited College Experience: 8 Years’ experience in investment management, wealth advisory, or related financial services roles. Skill Sets: Communication Skills (Must be multilingual with excellent communication) Market knowledge (understand the dynamics of financial business) Resourcefulness Convincing Skills Analytical skills Other Requirements (if any) Behavioural Competencies Service oriented Perseverance Interpersonal skills Cultural sensitivity Willingness to learn Initiative Teamwork and Cooperation Result Oriented Creativity and Innovation Communication and courtesy to customers

Role & responsibilities Job Title: Manager - Client Success Location: Gurgaon-New Delhi Key Responsibilities: 1. Client Relationship Management: Build and maintain strong relationships with key clients in the food industry. Act as the main point of contact for client inquiries, issues, and escalations. Understand client needs and expectations to provide tailored solutions and services. 2. Communication and Coordination: Collaborate with internal teams such as sales, marketing, and operations to ensure seamless delivery of products or services to clients. Communicate client feedback and requirements internally to drive product or service improvements. 3. Problem Solving and Resolution: Address client issues and concerns promptly and effectively. Resolve conflicts and manage expectations to maintain positive client relationships. 4. Business Development : Identify opportunities for business growth within existing client accounts. Recommend new products, services, or enhancements based on client feedback and industry trends. Participate in industry events and networking activities to expand client base and enhance industry knowledge. 5. Reporting and Analysis: Track and analyze key account metrics such as sales performance, client satisfaction, and profitability. Prepare regular reports and presentations for management on account status and business development activities. Qualifications: Bachelors degree in business administration, Marketing, or related field (MBA preferred). 10+ years of proven experience in client relationship management or account management within the food industry. Strong communication, negotiation, and interpersonal skills. Ability to understand client needs and build long-term relationships. Strategic thinker with a proactive and problem-solving attitude. Additional Requirements: Willingness to travel for client meetings and industry events. Ability to work under pressure and meet deadlines in a dynamic environment. Knowledge of food industry trends, regulations, and competitive landscape. Preferred industries QSR/Food retail, Aviation, Food aggregators/delivery, Industrial Catering & Hospitality

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.

Position: Area Sales Head Corporate Business Location: Gurgaon, Chennai, Jaipur, Ahmedabad Our client, a group company of a leading bank, is an RBI-regulated national-level online platform facilitating MSME invoice financing through factoring and reverse factoring. They are seeking a dynamic and result-driven Area Sales Head to lead and grow the corporate business segment across multiple locations. This is a strategic, high-impact role for a seasoned professional passionate about fintech and MSME financing. Key Responsibilities: Drive new corporate client acquisition and grow business on one of Indias largest TReDS platforms. Strategize and lead initiatives to expand across the corporate ecosystem. Work closely with senior stakeholders, MSMEs, and internal teams (product, ops, service). Deliver revenue growth through consistent lead generation and relationship management. Requirements: 7–16 years of experience in B2B Fintech, Trade/Supply Chain Finance, Commercial Banking, or Invoice Discounting. Proven experience in corporate acquisition and client relationship management. Bachelor's degree required; MBA/PGDM preferred. Strong communication, analytical, and leadership skills. Ability to travel as needed.

Job Title: Risk and Compliance Manager Management Level: Manager / Consultant Location: Gurgaon, Mumbai, Bangalore, Pune, Hyderabad Experience: 5–12 Years Education: MBA (Finance) from a Tier-1 B-school, or CA/CMA, CFA Certifications (Preferred): FRM, PRM, CFA About the Role Join a Top-Tier Strategy & Consulting Practice , where you will support global clients in building innovative, forward-looking risk management strategies as a Risk and Compliance Manager , where you will support global clients in building innovative, forward-looking risk management strategies. In this role, you will drive consulting projects, partner with deal teams, and help shape the future of risk and compliance across diverse sectors. Key Responsibilities Lead the design and delivery of risk strategy, transformation programs, business cases, and technology solutions in areas such as: Enterprise risk management Portfolio and liquidity risk Market and credit risk modeling Fraud and financial crime risk compliance Advise clients across geographies on risk maturity assessments and regulatory frameworks. Build and manage a pipeline of consulting engagements and business development opportunities. Author thought leadership and whitepapers on emerging risk trends. Collaborate closely with global teams to ensure consistent, high-quality delivery across markets. Contribute to practice development through mentorship, capability building, and knowledge sharing. Must-Have Skills Deep expertise in risk modeling , with hands-on experience in PD, LGD, EAD methodologies. Demonstrated experience in designing and executing credit, market, or liquidity risk frameworks. Proven ability to lead consulting projects or internal risk transformation programs. Strong business acumen with a consultative mindset. Excellent written, verbal, and presentation skills. Familiarity with risk technologies and platforms like Murex, Calypso, SAP HANA, PEGA, JIRA, Bloomberg, etc. Good-to-Have Skills Exposure to areas such as: Credit underwriting frameworks, collections, and counterparty risk FRTB, IBOR transition, stress testing, and capital calculations Risk register development, RCSA, KRI/KCI, fraud analytics Third-party risk consulting and operational risk management Knowledge of regulatory environments in key global markets Experience working with global clients in distributed delivery models Why Join Us Work with G2000 clients on strategic, high-impact projects Collaborate globally with leaders across strategy, tech, and industry Access world-class learning and development opportunities Champion responsible business , inclusion, and equality in everything you do Be part of a culture that supports growth, innovation, and purpose-driven work

Hiring: National Sales Manager Tractor Finance | Location: Pan India (Preferred: Chennai) Are you a dynamic sales leader with deep experience in tractor finance or rural lending? Join us to lead our pan-India Tractor Finance business and drive growth across rural markets! Position: National Sales Manager – Tractor Location: Preferred: Chennai Experience: 12–18 years in tractor finance/rural lending sales with at least 3–5 years in a national role Industry: NBFC / Financial Services / Agri-finance / Rural Lending Employment Type: Full Time, Permanent Key Responsibilities: Develop and execute national sales strategy for tractor finance Lead loan disbursements via DSAs, OEMs & dealer channels Manage and scale a high-performing pan-India sales team Forge strategic partnerships with OEMs, dealers & agri-influencers Expand into new geographies and onboard distribution partners Monitor sales KPIs, ensure compliance and maintain portfolio quality What We’re Looking For: Proven experience in tractor lending or rural finance Strong leadership & team management at national level Deep understanding of rural markets and distribution channels Excellent relationship management with OEMs & dealers Strategic mindset with strong execution skills Be a part of a growing, impact-driven organization shaping rural finance in India!

Job Details: Manage relationship with existing large /Mid corporates under the portfolio for supplier/vendor finance/channel finance/ factoring programs. Maintain relationship with key stakeholders (Large corporates) to ensure smooth running of business and drive joint calls with business RMs to tap business opportunity with existing clients of bank. Ability to identify clients and grow transactions as the Relationship Manager - Supply Chain Finance Sales, and work in an fintech exciting environment Anchor The Portfolio Manager in Transaction completion, and team to conduct day to day transactions for existing clients and onboard new client Facilitate tie with Fintechs and structure products around new business opportunities. Facilitate SCF sales team in conversion of leads provided by Anchor Corporate. Work closely with the product, operations & service teams to address operational & service queries