8 Caiib Jobs

Lead & Execute Risk-based internal Audits & Process Reviews. Evaluate Internal Controls, identify Gaps, Process Improvements. Audit findings & Actionable Recommendations. Interact with Clients, Global Teams for audits Ensure Regulatory compliance Required Candidate profile CA with 5–8 years of Exp in Core Internal Audit Global client exposure is highly preferred. Exp in Audits (PF, Gratuity Trusts, ESOPs) is Must Auditing Standards, Risk assessment, Internal Controls

Content Development: Create well-structured and exam-oriented study materials covering all JAIIB & CAIIB modules, including Indian financial system, principles of banking, risk management, and advanced banking concepts. Question Bank Creation: Develop topic-wise MCQs with detailed explanations , covering case studies and previous years question trends. Mock Test & Practice Sets: Design full-length mock tests , sectional tests, and concept-based quizzes for exam practice. Syllabus Adherence: Ensure content aligns with the latest IIBF syllabus and exam patterns. Current Updates & Analysis: Stay updated with changes in banking laws, RBI regulations, and financial sector developments to incorporate relevant content. Editing & Proofreading: Ensure the accuracy, clarity, and readability of the content before publishing. Collaboration: Work with SMEs (Subject Matter Experts) and educators to enhance content quality and effectiveness. What you will need? Educational Qualification: Bachelors/Master s degree in Banking, Finance, Commerce, or Economics (or a related field). Professional Background: Preference for candidates with JAIIB/CAIIB certification or experience in the banking and financial sector . Experience: Prior experience in content development, teaching, or coaching for JAIIB & CAIIB is a plus. Writing Skills: Excellent command over English (and Hindi, if required), with strong conceptual clarity in banking and finance topics. Technical Skills: Familiarity with e-learning platforms, MS Office, PDF formatting, and online test creation tools . Preferred Skills: Strong analytical and research skills for exam trend analysis . Experience in online education platforms like Adda247, Unacademy, etc.

Role with a purpose in a fast-growing organization Collaborative culture Flexible working policy Subsidized Lunch Party Culture Free lunches and dinners Regular off sites Fun at work with gymnasium, table tennis, pool etc What you will do If you are passionate about creating a Great Place to Work by nurturing a positive, fun and impact driven organization then this role is for you. Expect to be challenged and energized as you would be part of revolutionizing student learning experience in India. Your responsibilities include: Prepare the classroom lectures for live sessions Make good representable PPTs for easy understanding of students Take the classes given as per syllabus! Record video lectures and ensure comprehensive subject coverage as per exam pattern. Manage the online doubt-clearing sessions for the users. Build the video solutions for all the tests administered on the platform. Review the content and ensure it is updated as per the latest exam pattern. Key Requirements: At least 1- 6 years of experience of teaching. Familiar with video recording and live streaming Effective communication skills - English and Hindi Decent knowledge of exam patterns. Education Qualification; Any Bachelor Degree and above. Experience: Total year of experience should have 1 to 6 years.

EduTap Learning Solutions is looking for Subject Matter Expert ( JAIIB / CAIIB ) to join our dynamic team and embark on a rewarding career journey. Providing guidance and advice on complex technical or business issues. Participating in the development of policies, procedures, and standards. Conducting research and analysis to identify trends, best practices, and emerging technologies. Participating in the development and delivery of presentations, workshops, and training sessions. Reviewing and providing feedback on technical documents, reports, and proposals. Strong analytical and problem-solving skillsExcellent communication, leadership and mentoring skills

Job Purpose To achieve over all business targets on volumes and profitability for the specific and NTB customers for Infrastructure Finance Group. Ensure Portfolio Growth and Management in line with business segments objectives Job Responsibilities(JR) :Actionable Asset Growth Identifying potential and scoping the clients for Asset growth (Budgeting) Ensure YoY Asset growth in line with verticals targets Responsible for managing the accounts/ clients for desired asset growth as per plan for the year Increasing Asset Product Mix for the client CC/OD/WCDL/TL/DRUL etc Increasing the asset book by acquiring new customers (NTB) Portfolio monitoring and review (ALM/ Tableau/ Business MIS) Core Income Planning the income targets at start of the financial year Ensure YoY Income growth in line with verticals targets Portfolio monitoring to meet the MoM revenue plans. Tracking of performance at regular intervals to monitor income variance with budgets; formulating and implementation of plans to meet income targets for the portfolio Monitor and deliver on Incremental/ Portfolio Yield as per Plan Revenue maximization through offering of right mix of Products as per customers needs. To ensure Fee and other income growth including NFB income lines mix and growth (BG/ LC) Liability To meet Liability growth in line with Assets growth to meet the Self-Funding Plan for the year To be the face of the Bank for all products and services that a customer needs viz CA/ SA/ FD/ Customers Salary Account etc To engage continuously with Bank Branch Channel to ensure delivery of product/ services Key Objectives To plan and meet Key Objectives set for the year by senior management which need special focus by team. To promote KOs like Cross sell of Bank products , driving branch business etc To ensure PSL/Agri targets of the portfolio is achieved Engaging customers for Promotion of digital drives of the Bank like Enet/NetBanking, TON, SME digital, Mobile Banking, PayZapp, Insta Alert, Smart Buy, etc from time to time. Qualitative objectives Relationship building with both internal and external customers Ensuring and tracking required client calls for both existing and prospective clients on CRM. Preparation of CAM, engaging with Credit for approval, and engaging with Operations for disbursement and ensuring defined TATs Initiatives, process innovation beyond normal work Geography/ Area handling to ensure coverage including the Rural initiatives, along with Branch/ OEMs. To mentor, manage and motivate the SOs/HBLs reporting to the RM and guide them to achieve targets through active hand holding To track Market and Competition Product Holding per client Housekeeping To keep proper track on Housekeeping for the Healthy portfolio PDD, Deferrals, to be ensured within defined levels ORMC deferrals to be nil Management of stress and critical accounts, timely exits and resolving the NPA/ Write-off cases Managing Call Memo, CAM renewals, minimum SRM Ensure that business is conducted as per Banks and RBI guidelines Educational Qualifications Key Skills CA or PGDM/MBA or Engineers from reputed institute. Certifications: AMFI Certification (Optional) NCFM Certification (Optional) CAIIB (Optional) Internal Certification Insurance certification (optional) Excellent communication skills with the ability to acquire and manage a wide and varied portfolio of clients Excellent knowledge of Banking Products & EMI loans (Infra/ commercial equipment market understanding is desirable) Sound business acumen and a high degree of financial management capability Good selling skills to deal with B2B and B2C clients Effective time management skills Highly self-motivated and dynamic, enthusiastic and passionate with a desire to succeed Assertive approach and good in convincing different stakeholders Problem solving approach, learning attitude, innovative in structuring the deals Experience Required Minimum experience 2 years as RM Exposure to banking preferable Exposure to commercial/ capital equipment market, SME preferred Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Credit and policy Operations Product Team Retail Branch Banking Trade/ Forex/ Treasury/ Salary/ Digital teams

Job Purpose To acquire, build relationship with Key personnel and to act as single stop solution provider of entire spectrum of banking products across healthcare industry focusing on healthcare service providers, suppliers, consumables dealers, educational institutions etc. Ensure income growth in the stated segment through growth in banks asset (loan) and liability (CAS& FD) portfolio and commission income. Also support various product groups for cross sell products like salary, Dr accounts, POS terminals, Digital solutions across spectrum of customers to achieve cross sell income plans. Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Achieve revenue and portfolio targets for the month/quarter/year To Achieve over all business targets on volumes and profitability for the specific HCF customers. Achieve loan disbursement and asset portfolio budget set for the period under evaluation Achieve CASA and FD targets for the year Achieve revenue targets which will be mix of asset revenue, liability revenue and commission earnings and aim to maximize income. Acquire NTB customer and also build relationship with existing clients for maximizing wallet share on all banking products. Increase market share across equipment loan, term loan and working capital products. Regular Interaction with promoters and senior management at clients end to build strong WIN-WIN relationship with the clients. Achieve Cross sell and Third party product target assigned. Cross sell of all products of the Bank and be the front face of the bank for all products. Focus on acquiring Salary relationship, key official and Dr accounts with help of respective support groups Work closely with POS teams, Digital banking teams to ensure digital conversion of collection/ payments. Push for general insurance and credit protect covers for his asset clients. Monthly review to be done with various product groups/ cross function teams and respective supervisors to ensure better product penetration. . Follow sales process for efficient utilization of resources and improving outcome RMs should be on regular client calls for both existing and prospective clients. These calls should be done in a structured manner either individually or with support groups, branches or supervisors. Call should be updated in the CRM systems as per guidelines for future reference and monitoring of accounts and also to assign tasks & leads to other departments. Should regularly engage with suppliers/ dealers/ branches for creating a funnel of cases Wallet share identification and scoping of all accounts existing and potential NTB customers Scope for possible product penetration and provide strategy on the specific accounts. Relationship building with both internal and external customer of the RM. Client satisfaction and taking care of all banking needs of the customer. Communicate all pain areas of the customer so that support functions help in resolving the same through process improvement / TAT for higher product share Mentoring Sales Officers assigned to him for developing business in Semi Urban locations and Tier III and Tier IV locations Appraisal, negotiation and documentation for asset clients and monitoring of asset portfolio All documentation formalities to be done for effective pre and post disbursement of facilities or banking products. Credit appraisal process to be done timely - Recommendation of Credit Limits Discussion with credit and clients to arrive at acceptable terms & conditions and commercials. Improvement on yield for the Bank so that the Portfolio has a strong Return on capital RM portfolio level. Pre sanction documentation to be executed with client with help from ops Coordinate with third party vendors for legal / compliance reports if required. Housekeeping and portfolio management and remedial/ collection support To keep a check on the performance of accounts and overall portfolio. Tracking of defferals/ PDDs and updation of all information as per RBI and credit regulations on the specific accounts. Management of deferrals/PDDs pre and post documentation formalities. Portfolio review and remedial management includes managing exits, line reductions, support recovery of exposures. Management of stress and critical accounts. Keep a track on Performance, variance with budgets and plans to meet shortfall for his / her own portfolio. To check regularly on utilizations and churning in the asset limits and take required actions. To work on CTI and RAROC and ensure optimal pricing for thee services provided Client Relationship/service management and increasing banks wallet share across products To manage limit renewals/ enhancements in a timely and compliant manner. To proactively engage with client for all banking products and ensure that the same are provided to clients satisfaction. To engage with branches for cross sell of retail products. To spearhead relationship development by regular engagement, joint calling with seniors and other support groups. To prepare and continuously keep updating scoping sheets for assets/liabilities and cross sell products major clients Identify/ explore all banking needs of the client and ensure improving wallet share for HDFC banks products. To seek references from clients for NTB acquisition. Educational Qualifications Key Skills Graduation Post Graduation MBA CA Certifications: CAIIB (Optional) Key Skills Sales and Influencing Skills Banking Product & Process Knowledge Preferable understanding of healthcare services and business models Knowledge of Competition & Current trends in financial Industry . Flair for relationship management Aggressive approach with good communication skills. Scoping and planning abilities. Experience Required Minimum experience in years 2 yrs in sales/ business development function Exposure to banking or healthcare industry or both preferable Exposure to asset (loan) products and financial analysis desirable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Credit underwriters/ analysts Policy team Product Team Investment Banking team Operation/ CPU team Branch Banking Team Collection Team Trade Finance Team Salary team POS/ Digital banking team Treasury Suppliers and Dealers of Medical equipment/ consumables Third party vendors for various reports

Prepare the classroom lectures for live sessions Make good representable PPTs for easy understanding of students Take the classes given as per syllabus! Record video lectures and ensure comprehensive subject coverage as per exam pattern. Manage the online doubt-clearing sessions for the users. Build the video solutions for all the tests administered on the platform. Review the content and ensure it is updated as per the latest exam pattern. Key Requirements: At least 1- 6 years of experience of teaching. Familiar with video recording and live streaming Effective communication skills - English and Hindi Decent knowledge of exam patterns. Education Qualification; Any Bachelor Degree and above.

Fun is Part of the Job Description Who says work can t be funFrom team-building trips to office parties and spontaneous game breaks, we believe in keeping the workplace exciting. At EduTap, you ll crave to come to the office. APPLY FOR THIS JOB Upload Resume * Click or drag a file to this area to upload. 10 MB max file size Full Name * Email Address * Contact Number * Whatsapp Number * Current Location * Highest Qualification * Total Experience * Currently Working * Current Salary Salary Expectation * Notice Period Linkedin Profile Skills * Portfolio Link