7276 Bfsi Jobs - Page 50

Job description Corporate action, Debt Securities, Gsec role Processing of various corporate actions under debt instruments based on the request from Issuer. Complying various regulatory requirement Preparation of various MIS related to corporate actions Required Candidate profile Preparation of reports related to regulatory compliances Handling Issuers queries related to corporate actions under debt securities Record keeping of various documents Handling audit queries

As a Director/Senior Director - Automation within the BFSI (Banking, Financial Services, and Insurance) vertical at Teleperformance, you will serve as a trusted business advisor and change agent, collaborating with clients to identify strategic capabilities that foster competitive advantage. Leveraging your deep industry knowledge in BFSI, you will drive transformational improvements by designing and implementing end-to-end Automation solutions. Your role will involve providing insights and support for pre-sales, sales, and business development activities, as well as delivering client-facing consulting engagements and assessments independently. Your responsibilities will also include collaborating with regional and global business development teams, leading the evaluation and selection of automation tools and platforms, integrating automation solutions with existing systems, and designing governance frameworks to ensure ethical use of automation technologies. Additionally, you will be responsible for providing training to internal teams on automation best practices, monitoring the performance of automation initiatives, and staying informed about the latest trends in automation technologies. To qualify for this role, you should have 10-15 years of experience in consulting, BPO automation, or related fields, with a focus on contextualizing Automation initiatives for clients in the BFSI sector. A bachelor's degree is required, while an MBA is preferred. You should demonstrate a proven track record in leading large-scale transformational projects, possess strong analytical and problem-solving skills, and exhibit excellent communication and stakeholder management abilities. Additionally, you should stay up-to-date on industry trends and possess exceptional project management skills. Your success in this role will be contingent on your ability to inspire and motivate teams, manage multiple projects simultaneously, and deliver tangible results in a fast-paced environment. If you are passionate about driving innovation and continuous improvement within the BFSI sector, and if you possess the qualifications and experience outlined above, we invite you to maximize your impact at Teleperformance.,

KaptureCX is an enterprise-grade customer experience platform designed to assist businesses in providing efficient and intuitive support. Utilizing AI, deep integrations, and automation, Kapture is the preferred choice for leading brands in BFSI, ecommerce, and enterprise services to effectively manage customer interactions at scale. As a well-funded SaaS company with a solid product-market fit, we are now entering a phase of rapid growth, with our sales team playing a pivotal role in driving this momentum. We are currently seeking individuals who are bright and ambitious to contribute to shaping the future of customer experience (CX). In this position, your responsibilities will include partnering with enterprise clients to identify their CX challenges and offer transformative insights. It will also involve staying abreast of trends, competitors, and opportunities in the CX domain. You will be tasked with creating impactful business documents such as strategic roadmaps and product pitches, as well as developing and executing go-to-market strategies for new and existing products based on market and customer feedback. Collaboration with various teams to align on overarching goals and work towards achieving them will be essential. The ideal candidate for this role is a team player with strategic thinking skills and a proactive approach. You should be comfortable engaging with customers and CXOs, whether in calls or boardroom meetings. A quick understanding of enterprise sales dynamics and adeptness in managing B2B sales intricacies is crucial. Given the dynamic nature of a scaling company, you should be adaptable to change and ambiguity. Effective communication, strong presence, persuasive abilities, and solid people skills are qualities that will set you apart. Thriving on autonomy and problem-solving, you should be prepared to take ownership and tackle unstructured challenges. Willingness to travel for important customer meetings, workshops, and sales engagements is expected. Joining our team offers a fast-track opportunity for regional leadership roles focused on revenue generation. You will have the chance to work closely with the founders, GTM heads, and CX Heads, providing a high-impact role in the heart of our growth journey. Competitive compensation and an exciting product addressing critical issues for India's largest enterprises await you. At KaptureCX, you will experience a transparent, performance-oriented culture that emphasizes autonomy and eschews micromanagement. If you are looking for a role where your contributions directly influence growth and innovation, this is the place for you.,

Join our World of Talent. AMS, a global leader in talent outsourcing and consulting, is looking for a talented individual to lead talent development and sourcing efforts for their team. The role involves designing and delivering training to internal teams, with a specific focus on sourcing strategies, market intelligence, and talent acquisition within the banking sector (BFSI). The ideal candidate must be committed to working in Pune for the project duration and open to relocating if not based in Pune. Collaborating with implementation and internal teams, you will design the training curriculum and deliver training sessions focusing on various aspects including sourcing strategies and tools, market intelligence, candidate engagement, and upskilling the team. You will provide insights on sourcing strategies, tools, and techniques for different roles in the banking sector, collaborate with hiring managers to develop effective sourcing strategies, and utilize market insights to enhance the sourcing approach. To excel in this role, you should have a strong background in talent acquisition with a focus on sourcing, ideally in the banking or BFSI sector. Experience in talent acquisition operations, training, or mentoring teams is desirable, along with hands-on experience in sourcing, market intelligence, and recruitment strategies. Strong communication and interpersonal skills are essential for engaging with candidates and hiring managers effectively. At AMS, we value diversity, innovation, and creativity. Our culture is open, inclusive, and offers flexibility, autonomy, and career opportunities in various directions. We provide full training and support, challenging work, a vibrant and collaborative culture, flexible working arrangements, and a competitive reward and benefits package. Join us on this exciting journey by hitting the Apply now button! Reference: AMS25993 Closing Date: 19/08/2025 Location: India, Pune Schedule: Full Time Business Area: Training Talent Development Sector: Professional Business Services Employment Type: Permanent If you have any accessibility needs or require accommodations, please contact Talent@weareams.com or reach out to a member of our Talent Acquisition team.,

As a Solution Architect at our organization, your primary responsibility will be to engage with stakeholders, analyze business/non-functional requirements, and define solution architectures. You will need to have a deep understanding of the relevant business domain, customer needs, and product/application features to collaborate effectively across departments and provide suitable solutions. Additionally, you will be expected to assess existing business processes, offer guidance to both Customers and IT teams, and identify opportunities for implementing Automation/Efficiency through AI tools and technologies. In your role, you will conduct checkpoint reviews of projects focused on solutions to ensure quality and process adherence. You will also be responsible for evaluating technology and DevOps maturity, and suggesting short-term and long-term roadmaps for software products/applications. Participating in the Presales and Existing Account Growth activities will be a crucial aspect of your job. This will involve providing technical solutions during the RFP process, engaging in client conversations as a subject matter expert in areas of RPA and Technology Advisory & Consulting, and working with internal teams to deliver solutions tailored to the business domain and product/application features. Additionally, you will be required to conduct research and develop proof of concepts to support proposed solutions. **Mandatory Skills:** - Minimum of 13-15 years of IT experience with at least 5 years as a Solution Architect/Enterprise Architect. - Expertise in Python and at least one OCR technology such as Azure Document Intelligence, Tessaract, or Adobe Abbyy. - Proficiency in various solution frameworks, business processes, COTS, standards, and best practices. - In-depth knowledge of Front-end (.Net, Javascript) or Back-end technologies (Java) and JS technology platform/frameworks/middleware products. - Good understanding of Business domains like Healthcare, BFSI, Manufacturing, with expertise in at least one domain. - Hands-on experience with RPA tools like UiPath, Power Automate, and Automation Anywhere. - Strong understanding of DevOps, Cloud technologies, and multiple database technologies. - Ability to analyze load, transaction volume, perform capacity planning, and resolve performance issues. - Familiarity with design methodologies, architecture principles, testing processes, and technologies. - Strong communication skills to articulate proposed solutions to technical and business audiences. **Credentials Preferred:** - TOGAF/Zachman Certified Architect. - Cloud-certified solution architect. - AI Certifications (LLMs, GenAI). At Tietoevry, we value diversity, equity, and inclusion, and encourage applicants from all backgrounds to contribute to our innovative workplace. Our commitment to openness, trust, and diversity is central to our mission of creating digital futures that benefit businesses, societies, and humanity. We look forward to welcoming individuals who share our vision and values.,

Channel : Bancassurance Ban k - Catholic Syrian Bank Experience : Minimum 1 - 3 Years in sales and marketing into Banking, insurance, Finance or investment Domain. Strong expertise in selling BFSI Products. If your Interested; Kindly WhatsApp your resume to 9080833389 (Or) Mail ID : v.logeshwari@edelweisslife.in Thanks & Regards V Logeshwari Human Resource

As a Freelance Trainer in our organization, you will be responsible for conducting training sessions for Banking, Insurance, and Softskills subjects both online and offline. You will play a crucial role in imparting knowledge on BFSI and Soft-skills to aspiring students in the BFSI sector. To ensure that you are well-equipped for this role, you will undergo Master Training for Train the Trainer program to meet our training standards and expectations. For Banking & Finance Trainers, we require a minimum of 10+ years of experience in the BFSI industry, with at least 3 years of experience as a trainer. On the other hand, Soft-skills Trainers should possess relevant certifications and experience in soft skills training, with a preference for those who have delivered soft skills training specifically for the BFSI industry. This is a freelance position with a contract length of 36 months. The working schedule is during the day shift, and the work location will be in person. If you are passionate about sharing your knowledge and skills with eager learners in the BFSI sector, we welcome you to join our team as a Freelance Trainer.,

As a Technical Architect at WNS-Vuram, a global hyperautomation services company specializing in low-code enterprise automation, you will play a crucial role in engaging with potential clients, understanding their business needs, and crafting technical solutions using the Appian platform. With over 9 years of experience, you will collaborate with the sales team and customers to assess client requirements and design effective solutions utilizing various Appian components, integrations, and Appian AI. Your responsibilities will include presenting demos and POCs, managing technical resources, providing technical guidance and mentorship, as well as leading architecture and solutions discussions with customers. Key Responsibilities: - Collaborate with sales team and customers to understand their needs and objectives. - Assess client requirements and convert them into effective Appian solutions. - Design effective solutions utilizing various Appian components, integrations, and Appian AI. - Utilize the technical team to get the project delivered following agile methodologies. - Present demos and POCs to showcase the solution fitment. - Create effort estimation, manage scrum sprints, and perform code reviews for quality deliverables. - Lead architecture & solutions discussion with customers and influence technical decisions. - Provide technical guidance and mentorship to team members for any technical issues. - Lead and manage a mid-size team of technical resources for work allocation, estimation, delivery, monitoring, feedback, and performance management. - Develop and enforce Appian best practices, reusable components and frameworks. - Stay updated on Appian product updates & industry trends and share the same with the team and customers. - Manage the Appian platform upgrade process, ensuring minimal disruptions. - Collaborate with COE teams on technical aspects and Design team on UI / UX aspects respectively. Key Skills and Qualifications: - Bachelors degree in Computer Science, Engineering, or a related field (B.Tech / B.E. / MCA). - 7-8 years of experience in delivering complex and large-scale enterprise implementations in Appian. - Deep understanding of Appian's architecture, components, capabilities, and limitations. - Proficiency in integration technologies like REST API, SOAP, JSON, Message queues etc. - Hands-on experience with database design, data modeling, and security aspects. - Exposure to Agile framework and managing agile delivery through JIRA. - Strong presentation and communication skills with the ability to convey technical concepts effectively. - Certification in Appian (Appian Certified Lead Developer) preferred. - Exposure in RPA, AI / ML technologies, and Generative AI would be preferred. - Domain experience in BFSI would be an added advantage. - Previous leadership role in an IT services company, experience in Low Code / No Code technologies like Service Now, Power Platform, and understanding of User Experience (UX) concepts are highly preferable. Join WNS-Vuram and be part of a team committed to driving digital transformation for organizations worldwide through an Empathy-First Technology-Next approach. Visit https://www.vuram.com for more information.,

About CAMS: Computer Age Management Services (CAMS) is the leading Mutual Fund Transfer Agency to the Indian Asset Management Companies servicing ~70% of the MF Industry AUM. CAMS is also a technology enabled service solutions partner to Private Life Insurance, Private Equity Funds, Software development / maintenance and Payments. The mutual fund business constitutes ~90% of the groups revenue. Besides serving as a B2B solutions partner, CAMS brings a unique ability of B2C to serve the end customers through a variety of touch points such as pan India network of Service centers, Call center and Online Services. The company was incorporated in year 1988, has four back-office delivery centers in Chennai, Business Continuity Plan (BCP) site at Coimbatore and a Pan India network of 270+ customer service centers. CAMS is a listed company as on 1st October 2020. Role & responsibilities Take ownership and accountability for the assigned operational tasks, ensuring high-quality outcomes. Continuously seek and implement innovative processes to improve productivity and operational efficiency. Adhere to SEBI, AMFI regulations, AMC SLAs, and other applicable business rules in daily operations. Provide accurate and timely documentation and reports for internal and external audits, and address any audit observations promptly. Competencies Required: Ability to work effectively within a team environment. Willingness to work in shifts as required. Excellent verbal and written communication skills. High level of accuracy and attention to detail in all tasks Walk-ins Interview Date: 22nd & 23rd July 2025 Time:10.30 am to 12.30 noon CAMS 158, Anna Salai Rayala Towers Chennai-2 Ct-Prem Kumar premkumar.k@camsonline.com

Position: Business Development Manager Location: Mumbai, India Department: Sales & Business Development Reporting To: Head - Sales / Director Role & responsibilities Business Development & Client Acquisition: Identify and convert business opportunities in the BFSI (preferred), Retail, and Government sectors . Generate leads, qualify prospects, and drive conversion of mid-to-large scale deals. Solution & Consultative Sales: Engage with CXO/IT/Procurement stakeholders to pitch customized hardware-software offerings including kiosks, cheque scanners, passbook printers, payment devices, and remote monitoring platforms. Lead RFP/RFQ participation, proposal creation, pricing, and negotiation. Client Relationship Management: Own customer relationships post-sale for account growth, repeat business, and referrals. Act as the voice of the customer internally for product and service improvement. Reporting & Coordination: Maintain CRM, track pipeline, and regularly report to the leadership team. Work closely with internal teams including Pre-Sales, Engineering, Finance, and Operations. Preferred candidate profile Experience: 4 to 9 years in B2B business development, with a proven track record in BFSI (mandatory), and exposure to Retail and Government sectors. Deal Experience: Must have successfully closed deals ranging from 15 lakhs to 2 crores (or more) in the past. *Please include examples in your resume or cover note. Location: Based in Mumbai or willing to relocate. Education: Bachelors in Engineering/Business; MBA preferred. Skillset: Strong experience in enterprise/BFSI sales cycles with long lead times. Excellent communication, negotiation, and presentation skills. Exposure to banking technologies, payment devices, or kiosk automation is a plus. Interested candidates may email their resume to ashishb@technocrafts.net or connect with us via call or WhatsApp on 9820719199

Job Title: Business Analyst MASTERY Location: [Hyderabad /Hybrid] Experience: 7-14 years Industry/Domain: Investment Banking Or Finance Or Capital Markets / Asset Management/Treasury / Fixed Income/ Capital Markets Employment Type: Full-Time Skills :- Business Analysis Brd sqlUATUser Acceptance Testingpowerbi Data Visualizationfrddata ware houseinvestment bankingStakeholder ManagementFinancial DomainBfsi CFO- BA role for better aligning of profiles. Please share additional profiles that include experience in the following domains, along with the technical skills already being provided: Familiarity with Finance Operations concepts such as Critical Data Elements (CDEs), data traps, and reconciliation workflows. A strong understanding of statistical concepts, probability and accounting standards, financial statements (balance sheet, income statement, cash flow statement), and financial ratios. Strong understanding of life insurance products and business processes across the policy lifecycle. Investment Principles: Knowledge of different asset classes, investment strategies, and financial markets. Quantitative Finance: Understanding of financial modeling, risk management, and derivatives. Regulatory Framework: Awareness of relevant financial regulations and compliance requirements. Business Analyst The Impact: • Act as the primary interface between Investment Management teams and Data Engineering & Analytics groups. • Elicit, document, and translate complex business requirements into clear technical specifications (BRDs, FRDs, user stories, process flows). • Drive the design and implementation of investment data solutions, including data pipelines, reporting dashboards, and analytics platforms. • Support system configuration, integration, and user acceptance testing (UAT) for investment data platforms. • Collaborate with Data Engineers, Architects, and BI Developers to ensure alignment with business objectives and data strategy. • Lead or contribute to UAT planning and execution, including test case development, defect tracking, and resolution. • Maintain comprehensive documentation such as business process flows, data dictionaries, and traceability matrices. • Partner with data governance, compliance, and investment operations teams on cross-functional initiatives. The Minimum Qualifications Education: Bachelors or Masters degree in Finance, Accounting, Information Systems, or Actuarial Science. Experience: • Bachelors degree in Finance, Economics, or a related discipline. • 10+ years of experience as a BSA or similar role in data analytics or technology projects. • 5+ years of domain experience in asset management, investment management, insurance, or financial services. • Familiarity with Investment Operations concepts such as Critical Data Elements (CDEs), data traps, and reconciliation workflows. • Working knowledge of data engineering principles: ETL/ELT, data lakes, and data warehousing. • Proficiency in BI and analytics tools such as Power BI, Tableau, MicroStrategy, and SQL. • Excellent communication, analytical thinking, and stakeholder engagement skills. • Experience working in Agile/Scrum environments with cross-functional delivery teams. The Ideal Qualifications Technical Skills: • Proven track record of Analytical and Problem-Solving skills. • In-depth knowledge of investment data platforms, including GoldenSource, NeoXam, RIMES, JPM Fusion, etc. • Expertise in cloud data technologies such as Snowflake, Databricks, and AWS/GCP/Azure data services. • Strong understanding of data governance frameworks, metadata management, and data lineage. • Familiarity with regulatory requirements and compliance standards in the investment management industry. • Hands-on experience with IBORs such as Blackrock Alladin, CRD, Eagle STAR (ABOR), Eagle Pace, and Eagle DataMart. • Familiarity with investment data platforms such as GoldenSource, FINBOURNE, NeoXam, RIMES, and JPM Fusion. • Experience with cloud data platforms like Snowflake and Databricks. • Background in data governance, metadata management, and data lineage frameworks. Soft Skills: • Exceptional communication and interpersonal skills. • Ability to influence and motivate teams without direct authority. • Excellent time management and organizational skills, with the ability to prioritize multiple initiatives. • Ability to lead cross-functional teams and manage complex projects. What to Expect as Part of MassMutual and the Team • Regular meetings with the Corporate Technology leadership team • Focused one-on-one meetings with your manager • Access to mentorship opportunities • Access to learning content on Degreed and other informational platforms • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

Candidate must be a Graduate Freshers also can apply BFSI Sales experience is mandatory Home Loan / Insurance sales experience is preferred Bike is Must Comfortable to go outside Open to Travel Candidates Can Call @HR Mansi 8595586162& WhatsApp

*Lead and manage the branch sales team to achieve business targets. *Develop and execute strategies for growth in the affordable housing finance sector. *Identify and onboard potential customers and ensure smooth loan processing. Required Candidate profile *3+ year of experience in affordable housing finance/Home Loan. *Avg tenure: Over 1.5 years in each organization or across the last three organizations. *Good network in Market & Client Handling.

Any BFSI or Insurance sales exp candidate can apply. Min 1 yr exp in insurance sales . Age below 38. Interested candidate can directly share your cv on 7499211307

Job Description: Role Title: Manager, Cross Platform Strategy Analytics (09) Company Overview: Synchrony (NYSE: SYF) is a premier consumer financial services company delivering one of the industry s most complete digitally enabled product suites. Our experience, expertise and scale encompass a broad spectrum of industries including digital, health and wellness, retail, telecommunications, home, auto, outdoors, pet and more. We have recently been ranked #2 among India s Best Companies to Work for by Great Place to Work. We were among the Top 50 India s Best Workplaces in Building a Culture of Innovation by All by GPTW and Top 25 among Best Workplaces in BFSI by GPTW. We have also been recognized by AmbitionBox Employee Choice Awards among the Top 20 Mid-Sized Companies, ranked #3 among Top Rated Companies for Women, and Top-Rated Financial Services Companies. Synchrony celebrates ~52% women talent. We offer Flexibility and Choice for all employees and provide best-in-class employee benefits and programs that cater to work-life integration and overall well-being. We provide career advancement and upskilling opportunities, focusing on Advancing Diverse Talent to take up leadership roles. Organizational Overview: Our Analytics organization comprises of data analysts who focus on enabling strategies to enhance customer and partner experience and optimize business performance through data management and development of full stack descriptive to prescriptive analytics solutions using cutting edge technologies thereby enabling business growth. Role Summary/Purpose: Manager , Cross Platform Strategy Analytics (individual contributor) role is a part of India Analytics Hub (IAH). Our Analytics team comprises of data analysts who focus on improving Customer/product/digital/ journey experience etc. and growth by providing full stack descriptive to prescriptive analytics via cutting edge technologies to support business objectives. The role needs clear understanding of business requirement , ask right questions , build & review prototype , work with data to generate actionable insights to address project delivery enabling Synchrony s growth and profitability. The candidate must be skilled in data & analytics , has Go Getter Attitude , Goal Oriented and should be able to deliver independently. Key Responsibilities: Deliver independently on a variety of problems by leveraging experience in Data and Analytical Tools Able to work on Cross platform initiatives and helps build scalable solutions across platforms Partner on strategic ideas and POCs targeting revenue growth & larger business adoption Adherence to timely delivery, accuracy and documentation in line with Audit Procedures Mentor/ Guide team members on tools and processes Required Skills/Knowledge: BS or MS in Statistics, Economics, Mathematics, or another quantitative field with 2+ years of hands-on Analytics experience (Distance learning not valid) or in lieu of a degree with 4+ years of experience Minimum 2+ years of hands on Experience in SQL or SAS or Tableau or Open Source Tools with ability to independently build queries for data extraction & aggregation Comprehend key concepts & processes in Retail Finance, translate them into quantitative attributes/metrics Ability to Define Methodology, present insights to larger teams and influence decision making Desired Skills/Knowledge: 2+ years of analytics/data science experience in Financial Services Industry Experience in working with Python and R, preferably in a Linux-based cloud environment such as AWS Knowledge of multivariable calculus and linear algebra with predictive performance or algorithm optimization techniques, ML methods like k-Nearest Neighbors, Naive Bayes, SVM, Random Forest, etc. Eligibility Criteria: BS or MS in Statistics, Economics, Mathematics, or another quantitative field with 2+ years of hands-on Analytics experience (Distance learning not valid) or in lieu of a degree with 4+ years of experience Work Timings: Flexible Shifts For Internal Applicants: Understand the criteria or mandatory skills required for the role, before applying. Inform your Manager or HRM before applying for any role on Workday. Ensure that your Professional Profile is updated (fields such as Education, Prior experience, Other skills) and it is mandatory to upload your updated resume (Word or PDF format) Must not be any corrective action plan (Formal/Final Formal, LPP) L4 to L7 Employees who have completed 12 months in the organization and 12 months in current role and level are only eligible. L8+ Employees who have completed 18 months in the organization and 12 months in current role and level are only eligible. L4+ employees can apply. Grade/Level: 09 Job Family Group: Data Analytics

About Us At SBI Card, the motto Make Life Simple inspires every initiative, ensuring that customer convenience is at the forefront of all that we do. We are committed to building an environment where people can thrive and create a better future for everyone. SBI Card is proud to be an equal opportunity & inclusive employer and welcome employees without any discrimination on the grounds of race, colour, gender, religion, creed, disability, sexual orientation, gender identity, marital status, caste etc. SBI Card is committed to fostering an inclusive and diverse workplace where all employees are treated equally with dignity and respect which makes it a promising place to work. What s in it for YOU SBI Card truly lives by the work-life balance philosophy. We offer a robust wellness and wellbeing program to support mental and physical health of our employees Admirable work deserves to be rewarded. We have a well curated bouquet of rewards and recognition program for the employees Dynamic, Inclusive and Diverse team culture Gender Neutral Policy Inclusive Health Benefits for all - Medical Insurance, Personal Accidental, Group Term Life Insurance and Annual Health Checkup, Dental and OPD benefits Commitment to the overall development of an employee through comprehensive learning & development framework Role Purpose Data strategy owner / owner for making campaigns. Role Accountability Data Disposition accuracy tracking Process Wise MIS creation center wise, zone wise, vendor wise , etc Data Trend analysis and propensity model creation Repository for all the vendor review decks month wise Defining hourly data strategy Filter Data by reviewing reports and performance indicators to identify and correct code problems Using statistical tools to identify, analyze, and interpret patterns and trends in complex data sets could be helpful for the diagnosis and prediction Measures of Success Preparing reports for the management stating trends, patterns, and predictions using relevant data Dialer strategy Technical Skills / Experience / Certifications Proficient in SQL and knowledge of Tableau/ Power PI is preferred Competencies critical to the role Data handling and dialer strategy Qualification Post-graduate or Graduate with relevant experience Preferred Industry Contact center, Service industry, BFSI, having MIS exposure

At YASH, we re a cluster of the brightest stars working with cutting-edge technologies. Our purpose is anchored in a single truth bringing real positive changes in an increasingly virtual world and it drives us beyond generational gaps and disruptions of the future. We are looking forward to hire Digital Business Transformation Professionals in the following areas : Responsibilities Analyze client data and operational challenges, including technology, to identify integration and improvement opportunities. Develop and share reusable assets applicable to new projects. Diagnose client problems, conduct analysis, and provide solutions. Frame clients needs in the context of technology. Manage work according to the project plan to ensure an excellent client experience. Articulate thoughts and ideas clearly and confidently to inspire confidence in team members and clients. Work closely with AI team to bridge the gap between technical and business teams of clients Identify AI high-impact use cases for different business contexts Build business cases for AI initiatives Translate business needs on AI use cases into technical requirements Build re-usable assests working in collaboration with AI team Gather and interpret financial information to support proposed recommendations. Interact effectively with colleagues and clients from diverse backgrounds to serve clients efficiently. Understand the clients business, stay updated on sector trends, and learn best practices. Present ideas and cases coherently, supported by relevant data and tools. Comprehend the various aspects of the sales and business development process and take appropriate actions as needed. Focus on effective communication and relationship-building skills. Embrace and embody the organizations purpose and values, seeking opportunities for impact. Demonstrate personal accountability for performance and meeting expectations. Understand how daily work contributes to team and business priorities. Display a strong commitment to personal learning and development, serving as a brand ambassador to attract top talent. Experience and Qualifications Masters in Business Administration Minimum 3 years experience in IT Consulting or Minimum 2 years of experience of Business Consulting with focus on Technology Advisory Experience in any of Manufacturing, Healthcare & Lifesciences, BFSI, Energy & Resources sectors Understanding of one or more industry market conditions and trends Understanding of multiple core business processes Exposure to running client workshops to identify technology initiatives Experience in working with client stakeholders across levels shopfloor to CXOs Experience in AI projects / products Experience in working with Agile Tools would be good Practical client experience across consulting lead to closure cycle - including presales, sales, planning, design, and delivery. Exposure to Design Thinking methodology would be good Ability to work in teams (multi-functional) and manage difficult conversations with exceptional interpersonal skills. Outstanding verbal and written communication skills Excellent attention to detail Sharp analytical and problem-solving skills Creative and innovative thinker Our Hyperlearning workplace is grounded upon four principles Flexible work arrangements, Free spirit, and emotional positivity Agile self-determination, trust, transparency, and open collaboration All Support needed for the realization of business goals, Stable employment with a great atmosphere and ethical corporate culture

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank About the Role Sales Managers (SM) are a part of the Banks sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction Key Responsibilities Achieve sales targets through direct efforts and by managing a team of business development executives Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during application process Record and track all engagement activities through the CRM system Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Graduation/ Post Graduation from a recognized university 4-8 years in a relevant role/ BFSI sector Role Proficiencies Good communication (both verbal and written) skill in both English and the local language Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank About the Role Sales Managers (SM) are a part of the Banks sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction Key Skills: Communication : Excellent verbal and written communications skills for interacting with team members and customers Sales and negotiation : Strong negotiation skills to close deals and meet targets Customer ServiceEnsuring that the sales team provides excellent customer service and addresses customer inquiries and complaints effectively Problem SolvingIdentifying issues and developing effective solutions to overcame obstacles Key Responsibilities Achieve sales targets through direct efforts and by managing a team of business development executives Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during application process Record and track all engagement activities through the CRM system Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Graduation/ Post Graduation from a recognized university 4-8 years in a relevant role/ BFSI sector Role Proficiencies Good communication (both verbal and written) skill in both English and the local language Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment.

1. Communicate effectively in Tamil, Malayalam, Hindi, and English. 2. Build and maintain long-term relationships with clients by providing continuous support, updates, and relevant market information. 3. Interest or basic knowledge of the stock market/financial sector 4. Confidence & Convincing Skills 5. Ability to work in a fast-paced, target-oriented environment 6. High level of professionalism, punctuality, and discipline

Director- BFSI (Banking, Financial Services, and Insurance) Bengaluru, Karnataka, India Director- BFSI (Banking, Financial Services, and Insurance) at Lattice Technologies Pvt Ltd See all the jobs at Lattice Technologies Pvt Ltd here: 1Lattice is a 360-degree business decision support platform with a tech-enabled services stack of data, people network, and custom research. Powered by advanced tech tools and unique data-gathering approaches, 1Lattice offers an integrated product suite to make decisions smartly, right from Inputs to Validation, Execution and Measurement. 1Lattice works with clients and partners globally, helping them solve a wide variety of business and organizational problems through actionable research-led insights. About the role: As a Director (D) you will have four key responsibilities (1) Driving business development. (2) Client management (3) Ensuring project delivery (4) Team management. The foremost responsibility of this role is to drive business revenues and profitability. You will be expected to seamlessly own all the existing key accounts / clients for 1Lattice for repeat and continued business, as well as drive business targets through opening up new accounts with your own past networks, marketing activities, cold calling, and running business discussions / proposals and conversions with new accounts. Apart from business revenue targets, you will be responsible for the profitability of your projects, in terms of managing direct and indirect costs. You will also be responsible for further development / enhancement of product offerings and capabilities within 1Lattice to serve the clients better. This role will be expected to develop close connections and relationships with senior level Banking, Financial Services, and Insurance executives. This will require building and developing a wide network in the industry and leading interactions with them, playing a significant role in influencing their thinking, identifying potential project leads / opportunities / proposals and driving them to closure. This will also involve ensuring high quality project delivery through your teams to ensure high client satisfaction and repeat business. This position will lead and drive delivery teams of 20+ members in the Banking, Financial Services, and Insurance vertical for 1Lattice, including senior members who will be responsible for project delivery, and mid-junior levels for execution. This will involve supervising and guiding the research process and generating insights that help client make critical business decision. You will also play a very important leadership role internally to grow and engage your team and align them to the 1Lattcie culture. As such, your teams success will also enhance your own personal results. You will support and promote the 1Lattice culture by motivating your team members, train them and help them develop their skills, showcase their talents, make them feel part of the 1Lattice family, and overall helping them grow professionally. As such, you will be responsible for both their growth as well as overall happiness. Roles and responsibilities: Ensuring that the revenue / business development and profitability targets are met and exceeded through both repeat business from existing accounts and opening up new accounts. Driving sectoral marketing, industry visibility, representing the 1Lattice brand, driving the leads / opportunities / proposals and ensuring maximum conversions Managing overall client satisfaction and engagement through high impact delivery Driving business continuity with existing clients, ensuring repeat business from key accounts End to end ownership of project scope and delivery, leading high impact teams Driving thought leadership in projects and coming up with compelling approaches, frameworks, and solutions to client problems Managing team growth and satisfaction their success as well as build a strong team Play active role in recruitment and build project delivery teams in your vertical Competencies and skills : Proven experience in data services, business research and / or consulting, with 10+ years of experience leading and managing teams particularly in the Banking, Financial Services, and Insurance Strong and credible industry connects in the Banking, Financial Services, and Insurance sector , with ability to handle very senior conversations and open up new doors for business development, strong ability to understand clients needs and developing trusted relationships. Ability to create impactful proposals for specific projects with a tailored approach and presenting to clients for maximum conversions. Demonstrated ability to execute/project manage large-scale projects from beginning to completion having a strong orientation to planning work, defining scope and approach for assignments and driving work through teams with high efficiency management skills building culture, driving high impact and efficiency, ensuring team growth and happiness. Strong analytical and skills - deriving insights from data and conversations. Excellent communication skills - both written (slide / text output) and verbal (client presentation) drive and energy. Qualification and Certifications: of academic excellence - MBA degree from a Tier 1 college. + of experience in primary and secondary research and data projects is with specific experience in handling clients in the Banking, Financial Services, and Insurance space. Demonstration of leadership in educational and professional career. What is the total years of experience Do you have experience across the research / consulting delivery capability set (irrespective of verticals)Please provide details. What is your annual (fixed + variable) compensation in your current role (INR L, CTC) What is your expected CTC(Fixed/Variable split) When was the last hike/appraisal done Why do you want to work with our organizationWhy are you particularly interested in this roleWhy do you think you are a good candidate for this positionWhat is your current status*

Working with distributors across assigned channels with the result of continuous and balanced subscription to organization s funds and ensuring adequate mix across all products to achieve set sales targets. Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships. 1. Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain share of wallet of premiere Distribution clients. 2. Responsible for product placement, new business development, key negotiations, and marketing campaign to promote schemes to the premiere segment IFAs, Banks & NDs. 3. Delivering consistent and tailored service to the most valued premiere Distribution client 4. Ensuring adequate mix across all products and meeting set sales targets. 5. Developing markets and enhancing market share.. 6. Contributing to sustained growth in sales through initiatives targeted at long term development of Distribution relationships and deep markets. 7. Using relationships to mobilize funds under various schemes through Banks & NDs. 8. Educating the clients about the schemes presales and converting them to buy these schemes. 9. Sales paperwork, data collation and reporting. 10. Co-ordinating with the respective departments to ensure a smooth redressal of the post sales requirements. Qualifications: - Graduate with mandatory NISM Certification. Industry : - BFSI (Banking, Financial Services, and Insurance)

About us: 1Lattice is a 360-degree business decision support platform with a tech-enabled services stack of data, people network, and custom research. Powered by advanced tech tools and unique data-gathering approaches, 1Lattice offers an integrated product suite to make decisions smartly, right from Inputs to Validation, Execution and Measurement. 1Lattice works with clients and partners globally, helping them solve a wide variety of business and organizational problems through actionable research-led insights. About the role: As a Director (D) you will have four key responsibilities (1) Driving business development. (2) Client management (3) Ensuring project delivery (4) Team management. The foremost responsibility of this role is to drive business revenues and profitability. You will be expected to seamlessly own all the existing key accounts / clients for 1Lattice for repeat and continued business, as well as drive business targets through opening up new accounts with your own past networks, marketing activities, cold calling, and running business discussions / proposals and conversions with new accounts. Apart from business revenue targets, you will be responsible for the profitability of your projects, in terms of managing direct and indirect costs. You will also be responsible for further development / enhancement of product offerings and capabilities within 1Lattice to serve the clients better. This role will be expected to develop close connections and relationships with senior level Banking, Financial Services, and Insurance executives. This will require building and developing a wide network in the industry and leading interactions with them, playing a significant role in influencing their thinking, identifying potential project leads / opportunities / proposals and driving them to closure. This will also involve ensuring high quality project delivery through your teams to ensure high client satisfaction and repeat business. This position will lead and drive delivery teams of 20+ members in the Banking, Financial Services, and Insurance vertical for 1Lattice, including senior members who will be responsible for project delivery, and mid-junior levels for execution. This will involve supervising and guiding the research process and generating insights that help client make critical business decision. You will also play a very important leadership role internally to grow and engage your team and align them to the 1Lattcie culture. As such, your teams success will also enhance your own personal results. You will support and promote the 1Lattice culture by motivating your team members, train them and help them develop their skills, showcase their talents, make them feel part of the 1Lattice family, and overall helping them grow professionally. As such, you will be responsible for both their growth as well as overall happiness. Roles and responsibilities: Ensuring that the revenue / business development and profitability targets are met and exceeded through both repeat business from existing accounts and opening up new accounts. Driving sectoral marketing, industry visibility, representing the 1Lattice brand, driving the leads / opportunities / proposals and ensuring maximum conversions Managing overall client satisfaction and engagement through high impact delivery Driving business continuity with existing clients, ensuring repeat business from key accounts End to end ownership of project scope and delivery, leading high impact teams Driving thought leadership in projects and coming up with compelling approaches, frameworks, and solutions to client problems Managing team growth and satisfaction be responsible for their success as well as build a strong team culture Play active role in recruitment and build project delivery teams in your vertical Competencies and skills : Proven experience in data services, business research and / or consulting, with minimum 10+ years of experience leading and managing teams particularly in the Banking, Financial Services, and Insurance sector . Strong and credible industry connects in the Banking, Financial Services, and Insurance sector , with ability to handle very senior conversations and open up new doors for business development, strong ability to understand clients needs and developing trusted relationships. Ability to create impactful proposals for specific projects with a tailored approach and presenting to clients for maximum conversions. Demonstrated ability to execute/project manage large-scale projects from beginning to completion having a strong orientation to planning work, defining scope and approach for assignments and driving work through teams with high efficiency Strong team management skills building a strong team culture, driving high impact and efficiency, ensuring team growth and happiness. Strong analytical and problem solving skills - deriving insights from data and conversations. Excellent communication skills - both written (slide / text output) and verbal (client presentation) Very high drive and energy. Qualification and Certifications: Consistent track record of academic excellence - MBA degree from a Tier 1 college. 10 yrs + of experience in primary and secondary research and data projects is a must , with specific experience in handling clients in the Banking, Financial Services, and Insurance space. Demonstration of leadership in educational and professional career.

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce We re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good you ve come to the right place. We re Salesforce, the Customer Company. If you believe in bringing companies and customers together, in business as the greatest platform for change, in creating a more equitable and sustainable future for all well, you re in the right place. Through our #1 CRM, Customer 360, we help companies blaze new trails and connect with their customers in a whole new way. And, we empower you to be a Trailblazer, too driving your performance and growth, charting new paths, and improving the state of the world. Salesforce provides a compelling opportunity for Sales Professionals with a proven record exceeding quota in technology sales. Our goal is to build an organization of thoughtful, high-reaching, Account Executives committed to our vision of changing the software landscape. With 95% customer satisfaction, an exclusive CRM/Sales Force Automation tool that Reps love to use, and a fiercely loyal customer base, it s a powerful combination for sales success. Top sales talent across the world join us for our change the world mentality; the opportunity to excel in a fast-paced, performance-based team environment here. You will be responsible for driving strategic, enterprise-wide sales initiatives into a territory consisting of calling on the largest companies in India. Your accounts will be a blend of clients with additional revenue opportunities and prospects. You should be able to forecast sales activity and revenue achievement while creating satisfied and reference-able customers. Very driven comp plan with tremendous upside earnings potential. Responsibilities: To exceed monthly/quarterly sales targets by selling Salesforce solutions into enterprise accounts and within an assigned geographical or vertical market. You will handle the entire sales process to ensure delivery against key performance metrics, with a strong emphasis on new business sales, while expanding existing accounts. Territory identification and research, to formalize a go-to-market territory strategy and create a qualified target account list within 30 days. Pipeline development through a combination of cold calling, email campaigns, and market sector knowledge/resourcefulness. Create and maintain a sales pipeline to ensure over-achievement within the designated market sector(s). Engage with prospect organizations to position Salesforce solutions through strategic value-based selling, business-case definition, value analysis, references, and analyst data. Lead the end-to-end sales process through the engagement of appropriate resources such as Sales Engineers, Professional Services, Executives, Partners, etc. Generate short-term results whilst maintaining a long-term perspective to increase overall revenue generation. Daily update of the Salesforce system with accurate customer and pipeline data. Accurate monthly forecasting and revenue delivery. Required Skills: Successfully sold into Banks and financial institution across India. 15+ years of enterprise solution sales experience selling CRM, ERP, or similar. A proven track record of driving and closing enterprise deals. Consistent overachievement of quota and revenue goals. Degree or equivalent relevant experience required. Experience will be evaluated based on the skills youll use every day for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.) Desired Skills: Strategic account planning and execution skills. Experience in selling to C-level executives and across both IT and business units of Banks and Financial Institutions in Western India. Strong technical competence. Passion and commitment to customer success. Ability to sell both an application and deployment of a platform. Strong time management skills. Demonstrated consultative sales solution skills, including the ability to articulate a clear, concise return on investment value statement. Ability to maintain a high level of productivity, handle multiple contending priorities, and work effectively under the pressure of time constraints in a fast-paced, complex, collaborative, and team-oriented environment. Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactlyIt means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey.

Job Title: Transaction Monitoring Job Level: Mid-Level Report to: Manager Department: Risk & Compliance / Fraud Prevention Organization: Airpay Payment Services Pvt. Ltd ( https://www.airpay.co.in/ ) Location: Mumbai. Job Summary: To lead and manage field investigation teams focused on on-ground verifications, merchant and customer visits, fraud detection, and resolution of escalated payment issues to protect the integrity of the fintech payments ecosystem. Key Responsibilities: Team Management: Lead, train, and supervise a team of field investigators across multiple regions. Allocate field assignments based on priority, geography, and risk level. Monitor performance and ensure timely completion of investigations. Field Investigations: Oversee and conduct field visits to merchants, agents, and customers to verify KYC details, investigate fraudulent transactions, and resolve high-risk cases. Liaise with merchants, vendors, and partners to understand transactional discrepancies. Document findings and collect necessary evidence (photographs, statements, transaction logs). Risk Assessment: Identify and evaluate patterns of suspicious activity and recommend preventive actions. Coordinate with internal fraud analytics and monitoring teams for lead generation. Compliance & Reporting: Ensure field activities comply with internal policies, RBI guidelines, and legal standards. Draft and review investigation reports and escalate critical issues to senior management. Support the STR filing team with on-ground inputs and factual verification if required. Stakeholder Coordination: Work closely with Compliance, Legal, Fraud Risk, Customer Service, and Product teams. Liaise with law enforcement agencies if required in complex or criminal cases. Required Qualifications: Graduate in any discipline (Bachelor s degree in Criminology, Commerce, or Law preferred) Skills and Experience: 8 years of experience in field investigations, fraud detection, or risk management in BFSI or Fintech Experience managing field teams and working in a fast-paced digital payments environment Strong analytical, problem-solving, and reporting skills Good understanding of KYC/AML norms, payment frauds, and regulatory guidelines Willingness to travel extensively (PAN-India or regional coverage) Excellent interpersonal and verbal communication skills Experience handling UPI, wallet, or merchant onboarding fraud Knowledge of tools like Salesforce, CRM, or field investigation tracking platforms Prior work experience in NBFC, Fintech, or PSP environment Travel Requirement: Yes