84 Banking Management Jobs - Page 2

1. Responsible for developing and managing Banks relationship for lead generation and as channel sales partners. 2. Driving strategic alliances and business development with Banks Referred Clients to generate business. 3. Carrying out all aspects of the sale including pricing negotiations, contract development, and ensuring successful order onboarding and fulfillment. 4. Keep a close watch on new developments, challenges, and products of home-grown competitors as well as global players and provide timely update and information to the management. 5. Managing weekly forecasts against revenue targets and working closely with inside sales counterparts to manage the pipeline and set appropriate revenue expectations. 6. Understanding and evolving with the fastchanging payments space and policies in India. Requirements 1.Pleasant Personality with persuasive skills. 2. Deep understanding of digital payments and ancillary products. 3. Deep connects with banks. 4. Bachelors degree or equivalent experience. 5. Ability to travel within assigned territory and other locations including Corporate HQ. 6. Strong knowledge of sales techniques and processes. 7. Ability to work independently with a highly proactive work style. 8. High in energy and high in integrity ethics.

Maintain accurate books of accounts (Tally/ERP). Prepare financial statements, GST, TDS, and tax filings. Monitor cash flow, budgets, and reconciliations. Assist in audits and financial reporting.

for young, enthusiastic and aggressive sales professional to join our growing Sales Network. We introduce ourselves as a front-end Customer Service Company with people consisting of varied experiences in the Financial Services Industry backed by powerful Management Team as Corporate Members.We have our regional offices across major metro cities mainly Ahmedabad, Bangalore, Chennai, Hyderabad, Kolkata, New Delhi, Pune having head office in Mumbai and many other resident locations for Customer Operations. We hereby invite applications for Sales Executives to work and grow with us, we provide the best incentive scheme in our industry to our performers. Duties and Responsibilities Will have to call the existing customers of Yes Bank. Will have pitch about the liability product to the customers. Also have to give and end to end services for the same. Have to maintain good and healthy relation with the customers by solving their queries. It will be a domestic voice process. Qualifications Experience: 6 Months to 5 years Preferred Age: 33 years or below that. Skills : Good communication skills (English compulsory) Apply for this position Full Name * Email * Phone * Cover Letter * Upload CV/Resume * Upload CV/Resume * Allowed Type(s): .pdf, .doc, .docx By using this form you agree with the storage and handling of your data by this website. *

1. Job Purpose To provide comprehensive financial support, strategic analysis, and performance insights across the company's Real Estate and Oil & Gas manufacturing operations. The Financial Analyst will manage budgets, support project feasibility and investments, coordinate with financial institutions, monitor supply chain and funding mechanisms, and ensure compliance in domestic and international transactions. 2. Key Responsibilities A. Financial Planning & Analysis Prepare and manage annual budgets, forecasts, and financial models for real estate and manufacturing divisions. Monitor variance reports, cash flow trends, and recommend financial strategies for profitability. Support scenario modelling for expansion, restructuring, or joint venture planning. B. Project Costing & Feasibility Conduct financial feasibility assessments (NPV, IRR, ROI) for real estate developments and plant-level projects. Estimate total project cost, expected returns, and track actual spend vs. projected budget across phases. Evaluate asset utilization and return on investment for new capital or machinery in the oil & gas segment. C. Reporting & MIS Prepare monthly, quarterly, and annual reports including segment-level profitability, cost centres, and consolidated dashboards. Generate cash flow statements, margin analyses, and investor-grade presentations. Maintain accurate records for real estate project financial health and manufacturing unit performance. D. Supply Chain Financial Oversight Work with Procurement and SCM teams to analyse vendor costs, optimize working capital tied in inventory, and improve cash conversion cycles. Validate supplier payment terms, discount structures, and purchase planning to align with financial forecasts. Track raw material pricing trends and assess impact on product margins (especially in oil & gas). E. Coordination with Bankers & Financial Partners Serve as a point of contact for banks, NBFCs, and financial institutions. Monitor loan covenants, EMI schedules, and prepare periodic updates for lenders/investors. Coordinate project appraisals, disbursement requests, utilization certificates, and documentation. F. Fresh Debt & Equity Placement Support Assist in structuring and placing new term loans, working capital limits, ECBs, or structured finance. Support due diligence and documentation for equity placement, JV structuring, or PE fund involvement. Liaise with legal and compliance teams on documentation and regulatory filings related to fundraising. G. Export & Import (Finance & Compliance) Oversee LC (Letter of Credit), BG (Bank Guarantee), and export documentation for international trade in the oil & gas segment. Work with export teams on currency hedging, realization monitoring, and FX rate analysis. Coordinate DGFT, Customs, and other regulatory bodies for compliance and subsidy/benefit tracking. H. Cross-functional Coordination Collaborate with Sales, Projects, Procurement, SCM, and Legal teams to enable business decisions. Work with the Real Estate Business Team on unit pricing, collections tracking, and project finance health. Support the Manufacturing Team on production costing, inventory valuation, and process improvement analysis. I. Cash Flow Management Prepare and monitor short-term and long-term cash flow forecasts across Real Estate and Oil & Gas divisions. Ensure sufficient liquidity for project construction, raw material procurement, payroll, and statutory obligations. Identify and proactively manage cash gaps, suggesting financing or collection strategies to maintain solvency. Track and optimize inflows from customer collections, project milestones, exports, and internal receivables. Oversee outflows, including vendor payments, loan EMIs, government dues, and capital expenditures, aligning with treasury guidelines. Liaise with project and plant teams to align cash burn rates with approved budgets and funding availability. Implement and update daily/weekly cash position reports to guide financial and operational decisions. Support CEO in treasury operations including sweep account monitoring, fund transfers, and intercompany cash movements. Required Qualifications & Experience Bachelors degree in Finance / Commerce / Economics MBA in Finance + CFA preferred 10–15 years of experience in a multi-sector finance role , preferably with exposure to Real Estate and/or Manufacturing Skills & Competencies Financial Modelling & Forecasting Advanced Excel, ERP (Tally/Oracle), Power BI Understanding of Real Estate Financial Workflows (RERA, Pre-sales, Land Acquisition) Manufacturing Costing, Inventory Valuation Banking & Treasury Management Familiarity with LC/BG/Import-Export Documentation Stakeholder Communication & Presentation Skills High Analytical Acumen & Attention to Detail Compensation & Benefits: Competitive with industry standards, based on qualifications and relevant experience High-impact role with senior leadership visibility and cross-sector learning BANKING EXPERIENCE PREFFERED

Job Title: Head Finance & Accounts (Chartered Accountant | Fintech Industry) Experience Required: 1015 Years Location: Sector 62, Noida Qualification: Chartered Accountant (CA) Industry: Fintech (Digital Financial Services) Company Profile: We are a fast-growing and innovation-led fintech organization offering a comprehensive suite of digital financial services across India. Our platform empowers a robust network of retailers, distributors, and master distributors by providing essential services such as: Domestic Money Transfer (DMT) Aadhaar Enabled Payment Services (AePS) UPI QR Code-based Cash Withdrawals Utility Bill Payments (Electricity, Water, Gas, Credit Card, etc.) Travel Booking (Flights, Trains, Hotels, Buses) Micro ATM (mATM) Payment Gateway Solutions Cash Collection & Management Services Our focus is to drive financial inclusion by bridging the digital payment gap in semi-urban and rural India, with a strong backend technology and compliance infrastructure. Role Summary: We are looking for a dynamic and highly experienced Finance Head (Finance & Accounts) with a proven track record in leading finance functions at fintech organizations. The ideal candidate will be a qualified Chartered Accountant (CA) with 1015 years of experience, responsible for the overall financial management, planning, strategy, budgeting, regulatory compliance, and internal controls of the organization. Key Responsibilities: Strategic Financial Management Lead financial strategy, planning, and forecasting in alignment with business goals. Monitor key business KPIs and provide insights for growth, optimization, and cost control. Drive capital structuring, cash flow planning, and long-term financial sustainability. Accounting & Compliance Oversee end-to-end accounting operations, finalization of accounts, and audit processes. Ensure timely and accurate preparation of financial statements in accordance with Indian GAAP/Ind AS. Maintain statutory compliance (GST, TDS, PF, ESIC, ROC filings, etc.) and liaise with auditors and regulators. Budgeting & MIS Formulate annual budgets and monthly/quarterly MIS reports. Ensure departmental budget adherence and variance analysis. Guide business units with financial models and profitability metrics. Investor Relations & Fund Management Prepare financial reports and dashboards for investors and board meetings. Manage fund flow, working capital, and banking relationships. Support fund-raising efforts with financial due diligence and documentation. Process, Policy & Internal Controls Strengthen internal controls, SOPs, and risk frameworks. Oversee implementation of accounting systems, ERP, and financial automation tools. Lead internal audits and fraud risk monitoring systems. Team Leadership Mentor, develop, and lead the Finance & Accounts team. Foster cross-department collaboration with legal, operations, and compliance teams. Candidate Requirements: Qualified Chartered Accountant (CA) is a must . 1015 years of experience in financial management roles with at least 5 years in fintech or digital payments companies . Strong command over taxation, audits, compliance, financial modelling, and ERP systems (e.g., Tally, Zoho, SAP). In-depth knowledge of RBI/SEBI/Fintech regulatory guidelines. Strong leadership, analytical, and communication skills. What We Offer: A high-impact leadership role in a rapidly scaling fintech venture. Opportunity to work with a visionary founding team and shape the future of financial inclusion in India. A fast-paced work culture where performance is recognized and rewarded.

About Us: M/s Kumar Rajiv & Co is a 37-year-old Chartered Accountancy firm with a PAN India presence, specializing in Audit and Assurance, Finance, and Management Consultancy. We're a Peer Reviewed firm from ICAI and ISO 9001:2015 certified, serving a diverse portfolio of clients including prominent corporates, Government PSUs, and banks. Job Description: - Manage junior workforce across South Indian cities - Lead teams and conduct basic audit work at bank branches at Bangalore - Occasional travel to South Indian cities as required Work Requirements: - 3+ years of work experience - Good communication skills - Experience in managing junior workforce/team leading and conducting audit work at bank branches Contact: Mobile: 8851693225 Email: hr@cakrc.com If you're interested in applying or have questions, feel free to reach out to the contact details provided!

Hiring For Customer service voice For the One of the Biggest Bank, inbound calls & chat Day to day banking queries of 12th and above +Min 1year BPO Customer service experience Location-Gurgaon salary up to 40k in hand Call/ WhatsApp Aarav@7827642775 Required Candidate profile UG And above Min 1 year experience Excellent communication in English Work from Office Flexible in 24/7 Shift 5Days Working 2 rotational off mostly day shift Immediate joiner Both side cabs Perks and benefits Both side cabs 70% day shift medical Insurance

Financial Operations,Financial Reporting,Budgeting and Forecasting,Regulatory Compliance,Audit,Cash Flow Management,Accounts Payable/Receivable,General Ledger,Cost Control,ERP,Financial Systems Management,Internal Controls,Tax Planning Filing,Payroll

Hiring For Customer service voice For the financial process 12th and above + Min 1year BPO Customer service experience Excellent spoken English required Location-Gurgaon salary up to 40k in hand cabs in odd hours Call/ WhatsApp Viraj@ 8294897343 Required Candidate profile Graduate /UG Min 1 year experience Excellent communication in English Work from Office Flexible in 24/7 Shift 5Days Working 2 rotational off mostly day shift Immediate joiner Both side cabs Perks and benefits Both side cabs 70% day shift medical Insurance

In this role, you will: Support management in the day-to-day supervision of less experienced team providing guidance, and resolution to issues contributing to overall effectiveness of team Provide feedback and present ideas for improving or implementing processes and tools within Operations group Perform or guide others on complex escalated issues that require planning, evaluation, and interpretation Prioritize work and provide daily work leadership and mentorship to team Provide training and technical guidance to less experienced staff Lead or contribute to implementation of new or revised processes and procedures that require coordination among operation teams Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Serve as a resource to other departments on transaction structure, documentation, and company policies Required Qualifications: 6+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Bachelor's degree holder, preferable business course 6+ years experience in banking operations . Experience in banking operations or any of the following: payments/settlements/fund transfers, Trade & Securities, Custody related to banking products Knowledge on Message types SWIFT, FED WIRE, CHIPS, Telex and IntelliTRACS system an advantage Good in both verbal and written communication skills Good investigation and problem solving skills Organizational and detail oriented skills Sound risk management mindset and good understanding of compliance - AML/OFAC/KYC/Due Diligence Ability to handle high volume and short SLA or turn around time Ability to work in changing and fast paced work environment Ability to manage and prioritize work to meet deadlines despite frequent interruptions, able to multi task Able to perform shift work (incl. Night Shifts) and report on IN public holidays if fall on Mondays to Fridays including Christmas and New Year's eve Good Knowledge on ISO Messaging system Job Expectations: The team member will be responsible for research, investigation and analyzing routine payment inquiries received via different message types from Remitting Banks, Beneficiary banks & Intermediary banks. Investigation types ranges from simple to moderately complex inquiries including repairing message types and transferring funds from one account to another. Payment inquiries should be received in an authenticated message i.e. SWIFT, Tested Telex or Fed Serv. 1090. Investigations of the payment cases could include identification of types of payment errors, duplicate payments, incorrect recipient/beneficiary, incorrect intermediary bank, or incorrect SWIFT message type used, Sanction, etc; Correction and creation of different SWIFT/CHIPS/FedWire payment message types used by the sender; duplicate processing, erroneous or cancelled payments; will all form part of the day to day activities of the Team member

Domestic Customer Service (Voice Process) Location: Gurgaon Shift: Day Shift | 6 Days Working Salary: Up to 30k CTC Eligibility: Freshers & Experienced both welcome Requirement: Above Average Communication Skills (English & Hindi) Anshuk-9942180221 Required Candidate profile Any Graduate/ UG Fresher and Experience Excellent communication in English and Hindi Work from Office DAY Shift 6Days Working Location- Gurgaon Perks and benefits Day shift IJP Unlimited incentive

Key Responsibilities: Cultivate and strengthen relationships with clients Understand the specific needs and objectives of the clients and tailor solutions accordingly. Act as the primary point of contact for customer inquiries, concerns, and service-related issues. Collaborate with internal teams to ensure the seamless delivery of services Prepare and present reports on customer engagement, satisfaction, and business performance.

work:- Manage client relationships & acquire new ones Oversee banking operations & management Lead business growth through partnerships & fundraising Develop new clients fundraising, management and Development support Good communication skills Annual bonus

Mandatory : Must have experience in Banking of Export-Import firm. 1. Bank: Having Idea of Export-Import Inward outward Remittances. 2. DGFT & Custom: Having Idea of IEC, Export Incentives etc 3. RCMC: Having Idea of Export Promotion Councils Renewal & Returns. 4. Maintaining Record & Excel files of Insurance, Different Renewals, Compliances & all related back office work.

Your key responsibilities Acquisition Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number. Your skills and experience The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualification required is Graduation. Minimum Experience should be 6-12 Years in relevant field.

Your key responsibilities Acquisition Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number. Your skills and experience The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualification required is Graduation. Minimum Experience should be 6-12 Years in relevant field.

Hiring For Customer service voice For the financial process 12th and above + Min 1year BPO Customer service experience Excellent spoken English required Location-Gurgaon salary flat 40k in hand cabs in odd hours Call/ WhatsApp Aarav @7827642775 Required Candidate profile Graduate /UG Min 1 year experience Excellent communication in English Work from Office Flexible in 24/7 Shift 5Days Working 2 rotational off mostly day shift Immediate joiner Both side cabs Perks and benefits Both side cabs 70% day shift medical Insurance

Hiring For Banking voice Process For one of the leading bank Any Graduate fresher and experience Excellent verbal comms required in English Location-Gurgaon salary up to 25k in hand Call/ WhatsApp Anshuk-9942180221 Required Candidate profile Any Graduate Fresher and Experience Excellent communication in English and hindi Work from Office Flexible in 24/7 Shift 6Days Working No Perks and benefits Day shift IJP Unlimited incentive

Position: Accounts Manager Location: Delhi, Pune, Mumbai, Bengaluru, Hyderabad Employment Type: Full-time About Connor Group: Connor Group is a specialized professional services firm of Big 4 alumni and industry executives. Our team of highly experienced professionals assists financial executives with their most complex business needs, including Accounting Advisory, Financial Operations, IPO, M&A, and Managed Services. Connor Group India is a growing organization, currently with a team of over 50 resources, aiming to expand its team size quickly. Role Overview: The Accounts Manager will oversee the financial operations within the India entity whilst ensuring seamless integration with U.S. corporate finance frameworks. The individual will be responsible for managing accounting, receivables, payables, banking, taxation, financial reporting, and compliance processes, along with coordination between the India entity and the broader organizational finance systems. Key Responsibilities: 1. Financial Operations: Manage day-to-day accounting operations, including accounts payable, receivable, and general ledger management. Ensure timely preparation and review of monthly, quarterly, and annual financial statements. 2. Taxation & Compliance: Handle taxation matters including GST/VAT, income tax filings, and ensure adherence to regulatory and statutory requirements. Stay updated on relevant local and international financial regulations impacting India operations. 3. Integration with US Corporate Finance: Oversee the alignment and integration of Indias accounting systems with the parent companys financial systems in the United States. Coordinate reporting and assist in consolidation processes for global financial statements. 4. Banking & Treasury Management: Manage banking operations, including fund transfers, reconciliations, and cash flow forecasts. Monitor treasury activities to optimize cash utilization and minimize risks. 5. Budgeting & Forecasting: Collaborate with leadership teams to prepare annual budgets and financial forecasts. Monitor actuals vs. budget and initiate corrective actions to address variances. 6. Audit & Quality Assurance: Act as the primary liaison for internal and external audits. Ensure accounts accuracy and establish proper documentation for audit purposes. 7. Team Leadership & Collaboration: Lead and mentor the accounting team, ensuring high performance and seamless execution of tasks. Work collaboratively with U.S-based teams and cross-functional departments for financial planning and operational efficiency. Qualifications: Bachelor’s degree in accounting, finance, or related field. CA, or CMA certification is preferred 7-12 years of experience in accounting and financial management, preferably in a global or multinational set-up Proficiency in financial tools such as QuickBooks, SAP, or NetSuite Robust knowledge of local and international accounting standards (GAAP, IFRS) Strong analytical, problem-solving, and communication skills Ability to manage multiple priorities in a fast-paced environment Experience with taxation filings and regulatory adherence across multiple jurisdictions is preferred Demonstrated leadership skills and ability to work collaboratively across geographies Working Conditions: Candidate will be working with and reporting to both India and the US office Open office hours. However, need to be available for all the meetings with the US team till Midnight (India time). Experience working in a Global company Work from home with occasional travel for meetings and training sessions. Full-time position with potential for flexible working hours.

Job Description: We are seeking a highly organized, detail-oriented, and proactive Personal Assistant to support the Company Director in both professional and personal mattersprimarily involving international coordination. The ideal candidate will have experience in travel planning, foreign insurance, visa processing, document and invoice handling , and executive calendar management . This role requires excellent communication skills and the ability to work across time zones with efficiency and discretion. Key Responsibilities: Manage and coordinate international and domestic travel including flight bookings, hotel reservations, airport transfers, and detailed itineraries. Handle visa applications and embassy documentation for various countries, ensuring all travel and immigration requirements are met. Liaise with global insurance providers for travel, health, or business insurance matters related to the Director or the company. Process and maintain records of vendor invoices, receipts, reimbursements , and ensure timely payment follow-ups. Oversee and maintain a well-structured calendar , organize meetings across time zones, and send timely reminders. Assist with document preparation, proofreading, and filing , including sensitive or confidential material. Maintain effective communication with both internal teams and external international stakeholders. Anticipate the needs of the Director and proactively manage tasks and priorities. Required Skills & Qualifications: Bachelor’s degree or equivalent preferred. Proven experience (3+ years) as a Personal Assistant, Executive Assistant, or similar role—preferably in an international or cross-border setup. Strong understanding of visa and travel documentation processes . Familiarity with international travel insurance and coordination with third-party vendors. Solid experience in calendar and inbox management . Excellent command of written and verbal English ; additional languages are a plus. Proficiency in MS Office Suite (Outlook, Word, Excel, PowerPoint) and other productivity tools. High level of discretion, professionalism, and organizational ability. Preferred Attributes: Strong interpersonal skills and cultural sensitivity. Ability to work independently and handle pressure or last-minute changes. Multitasking ability with strong attention to detail.

Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted sectors. - Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment. - Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning. - Collaborate with other departments and teams to cross-sell services and provide comprehensive solutions to clients. - Stay abreast of industry trends, regulatory changes, and competitive landscape to inform strategic decisions and advisory services. Qualifications: - Minimum of 12+ years of investment banking experience. - Demonstrated success in leading and closing transactions, with a robust network of industry contacts. - Strong leadership skills and experience managing teams in a high-pressure, fast-paced environment. - Exceptional financial modeling, analytical, and problem-solving skills.

- Provide support in regulatory reporting and documentation. - Assist in developing and delivering compliance training programs for employees. - Collaborate with different departments to ensure compliance with anti-money laundering (AML), Know Your Customer (KYC), and other regulatory requirements. - Maintain accurate records and documentation related to compliance activities. - Stay updated with industry trends and best practices in compliance. Requirements: - Qualified Company Secretary with a valid membership. - Minimum of 2 years of experience in compliance, legal, or regulatory roles in the financial services industry, preferably in an investment bank. - Strong understanding of relevant laws, regulations, and industry standards. - Excellent analytical skills with the ability to interpret complex regulations. - Detail-oriented and organized approach to work. - Strong communication and interpersonal skills. - Ability to work effectively in a fast-paced and dynamic environment. Benefits: - Competitive salary and benefits package. - Opportunities for professional growth and development. - Exposure to diverse compliance challenges in the financial services sector. - Collaborative and supportive work environment.

Locations: Mumbai, Pune, Nasik & Ahmedabad. Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, revenues & improve client stickiness - Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling - Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyse data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. to maintain contact with the customers - Attitude to service clients by providing them smooth and superior service delivery - Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization - Aptitude towards delivering high quality customer service with good organizational and interpersonal skills - Decision making skills with strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization level requirements Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work experience: - 08-18 years Relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted sectors. - Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment. - Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning. - Collaborate with other departments and teams to cross-sell services and provide comprehensive solutions to clients. - Stay abreast of industry trends, regulatory changes, and competitive landscape to inform strategic decisions and advisory services. Qualifications: - Minimum of 7+ years of investment banking experience. - Demonstrated success in leading and closing transactions, with a robust network of industry contacts. - Strong leadership skills and experience managing teams in a high-pressure, fast-paced environment. - Exceptional financial modeling, analytical, and problem-solving skills.