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5.0 - 7.0 years
20 - 25 Lacs
Bengaluru
Remote
We are hiring a Sales Specialist to drive growth by promoting and selling Microsoft Dynamics 365 solutions including lead generation, client relationship building, and closing deals. Strong IT sales experience, and willingness to travel are required. Required Candidate profile Seeking Sales Specialist with 5+ years of experience, proven success in Microsoft Dynamics 365 (F&O, Commerce, Power Platform), strong communication, problem-solving, and willingness to travel. Perks and benefits 5 Days working Incentives/Commission over & above
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
Mumbai
Work from Office
Posting description As a Presentation Specialist (PPT & Graphic designer) within Global Corporate Finance Office (GCFO) you will be responsible for the visualizing, creation and formatting of documents such as pitchbooks, proposals, financial statements brochures, infographics, complex presentation covers, templates and other types of presentations following JP Morgan standards using the Microsoft Office suite of applications (PowerPoint, Word and Excel), Adobe Creative Suite (Photoshop, Illustrator, InDesign, Lightroom) and other AI tools. A strong Presentations Specialist is a creative agent who creates visually compelling materials for our internal and external clients. Job responsibilities Intake of presentation and create, edit, and annotate graphic designs and documents in accordance with specifications, using a variety of high-end graphics applications, ensuring quality, timeliness and overall client satisfaction. Be an expert in MS Office Suite. Manage and prioritize multiple deadlines, functioning independently with limited work direction Transform client briefs (PowerPoint) into impactful content format and designs leading to client satisfaction Ensure JPMorgan Chases brand integrity while meeting our internal clients need for creative, professional, high-quality and cost-effective graphic materials Receive feedback and apply this to continuous improvements in quality output, develop capabilities for innovation and service excellence Develop knowledge of deal process and banker roles in the interest of improving understanding of document requirements and of providing customer service excellence. Develop understanding of global GCFO organization and Presentations teams and colleagues Follow established job tracking and completion process utilizing GCFOs Workflow Exchange (WX) tool Understand JPMorgan performance process, including the core values against which all staff are rated. Take ownership of performance and seek to excel in these areas wherever possible Maintain performance within established team procedures and policies, including attendance and conduct, submission of time worked through the appropriate tool before the given deadlines, and following print security and physical access procedures Required qualifications, capabilities, and skills Graduate in any discipline Diploma in Graphic Design and proficiency in MS Office (PowerPoint, Excel & Word) Minimum 4 years professional experience in Presentations and Graphics designing, Infographics Creation, Motion Graphics Experience in using AI tools and prompting (e.g. image generation, etc.) Strong creative thinking, accuracy, attention to detail, exhibiting a range or varied styles and techniques Excellent communication and interpersonal skills while working and influencing clients and team members Expert knowledge of Adobe Creative Suite InDesign, Illustrator and Photoshop a must along with expertise in MS Office applications Handle sensitive and confidential information with discretion Preferred qualifications, capabilities, and skills Experience and understanding in design concepts, visual communication and infographic storytelling Storyboard and conceptualize impactful design in relation to the message or content Excellent presentation and layout skills Accuracy, attention to detail and ability to proof own work Adaptability / Flexibility and ability to multi-task Positive attitude, professional, diplomatic and approachable by teammates Open to work flexible monthly schedule during day, night, and weekend shifts Posting description As a Presentation Specialist (PPT & Graphic designer) within Global Corporate Finance Office (GCFO) you will be responsible for the visualizing, creation and formatting of documents such as pitchbooks, proposals, financial statements brochures, infographics, complex presentation covers, templates and other types of presentations following JP Morgan standards using the Microsoft Office suite of applications (PowerPoint, Word and Excel), Adobe Creative Suite (Photoshop, Illustrator, InDesign, Lightroom) and other AI tools. A strong Presentations Specialist is a creative agent who creates visually compelling materials for our internal and external clients. Job responsibilities Intake of presentation and create, edit, and annotate graphic designs and documents in accordance with specifications, using a variety of high-end graphics applications, ensuring quality, timeliness and overall client satisfaction. Be an expert in MS Office Suite. Manage and prioritize multiple deadlines, functioning independently with limited work direction Transform client briefs (PowerPoint) into impactful content format and designs leading to client satisfaction Ensure JPMorgan Chases brand integrity while meeting our internal clients need for creative, professional, high-quality and cost-effective graphic materials Receive feedback and apply this to continuous improvements in quality output, develop capabilities for innovation and service excellence Develop knowledge of deal process and banker roles in the interest of improving understanding of document requirements and of providing customer service excellence. Develop understanding of global GCFO organization and Presentations teams and colleagues Follow established job tracking and completion process utilizing GCFOs Workflow Exchange (WX) tool Understand JPMorgan performance process, including the core values against which all staff are rated. Take ownership of performance and seek to excel in these areas wherever possible Maintain performance within established team procedures and policies, including attendance and conduct, submission of time worked through the appropriate tool before the given deadlines, and following print security and physical access procedures Required qualifications, capabilities, and skills Graduate in any discipline Diploma in Graphic Design and proficiency in MS Office (PowerPoint, Excel & Word) Minimum 4 years professional experience in Presentations and Graphics designing, Infographics Creation, Motion Graphics Experience in using AI tools and prompting (e.g. image generation, etc.) Strong creative thinking, accuracy, attention to detail, exhibiting a range or varied styles and techniques Excellent communication and interpersonal skills while working and influencing clients and team members Expert knowledge of Adobe Creative Suite InDesign, Illustrator and Photoshop a must along with expertise in MS Office applications Handle sensitive and confidential information with discretion Preferred qualifications, capabilities, and skills Experience and understanding in design concepts, visual communication and infographic storytelling Storyboard and conceptualize impactful design in relation to the message or content Excellent presentation and layout skills Accuracy, attention to detail and ability to proof own work Adaptability / Flexibility and ability to multi-task Positive attitude, professional, diplomatic and approachable by teammates Open to work flexible monthly schedule during day, night, and weekend shifts
Posted 2 months ago
4.0 - 9.0 years
6 - 11 Lacs
Bengaluru
Work from Office
As a Presentation Specialist (Graphic designer) within Global Corporate Finance Office (GCFO) you will be responsible for the visualizing, creation and formatting of documents such as pitchbooks, proposals, financial statements brochures, infographics, complex presentation covers, templates and other types of presentations following JP Morgan standards using the Microsoft Office suite of applications (PowerPoint, Word and Excel), Adobe Creative Suite (Photoshop, Illustrator, InDesign, Lightroom) and other AI tools. A strong Presentations Specialist is a creative agent who creates visually compelling materials for our internal and external clients. Job responsibilities Intake of presentation and create, edit, and annotate graphic designs and documents in accordance with specifications, using a variety of high-end graphics applications, ensuring quality, timeliness and overall client satisfaction. Be an expert in MS Office Suite. Manage and prioritize multiple deadlines, functioning independently with limited work direction Transform client briefs into impactful content format and designs leading to client satisfaction Ensure JPMorgan Chases brand integrity while meeting our internal clients need for creative, professional, high-quality and cost-effective graphic materials Receive feedback and apply this to continuous improvements in quality output, develop capabilities for innovation and service excellence Develop knowledge of deal process and banker roles in the interest of improving understanding of document requirements and of providing customer service excellence. Develop understanding of global GCFO organization and PPS teams and colleagues Follow established job tracking and completion process utilizing GCFOs Workflow Exchange (WX) tool Understand JPMorgan performance process, including the core values against which all staff are rated. Take ownership of performance and seek to excel in these areas wherever possible Maintain performance within established team procedures and policies, including attendance and conduct, submission of time worked through the appropriate tool before the given deadlines, and following print security and physical access procedures Required qualifications, capabilities, and skills Graduate in any discipline Diploma in Graphic Design and proficiency in MS Office (PowerPoint, Excel & Word) Minimum 4 years professional experience in Presentations and Graphics designing, Infographics Creation, Motion Graphics (preferred) Experience in using AI tools and prompting (e.g. image generation, etc.) Strong creative thinking, accuracy, attention to detail, exhibiting a range or varied styles and techniques Excellent communication and interpersonal skills while working and influencing clients and team members Expert knowledge of Adobe Creative Suite InDesign, Illustrator and Photoshop a must along with expertise in MS Office applications Handle sensitive and confidential information with discretion Preferred qualifications, capabilities, and skills Experience and understanding in design concepts, visual communication and infographic storytelling Storyboard and conceptualize impactful design in relation to the message or content Excellent presentation and layout skills Accuracy, attention to detail and ability to proof own work Adaptability / Flexibility and ability to multi-task Positive attitude, professional, diplomatic and approachable by teammates Open to work flexible schedule during day, night, and weekend shifts As a Presentation Specialist (Graphic designer) within Global Corporate Finance Office (GCFO) you will be responsible for the visualizing, creation and formatting of documents such as pitchbooks, proposals, financial statements brochures, infographics, complex presentation covers, templates and other types of presentations following JP Morgan standards using the Microsoft Office suite of applications (PowerPoint, Word and Excel), Adobe Creative Suite (Photoshop, Illustrator, InDesign, Lightroom) and other AI tools. A strong Presentations Specialist is a creative agent who creates visually compelling materials for our internal and external clients. Job responsibilities Intake of presentation and create, edit, and annotate graphic designs and documents in accordance with specifications, using a variety of high-end graphics applications, ensuring quality, timeliness and overall client satisfaction. Be an expert in MS Office Suite. Manage and prioritize multiple deadlines, functioning independently with limited work direction Transform client briefs into impactful content format and designs leading to client satisfaction Ensure JPMorgan Chases brand integrity while meeting our internal clients need for creative, professional, high-quality and cost-effective graphic materials Receive feedback and apply this to continuous improvements in quality output, develop capabilities for innovation and service excellence Develop knowledge of deal process and banker roles in the interest of improving understanding of document requirements and of providing customer service excellence. Develop understanding of global GCFO organization and PPS teams and colleagues Follow established job tracking and completion process utilizing GCFOs Workflow Exchange (WX) tool Understand JPMorgan performance process, including the core values against which all staff are rated. Take ownership of performance and seek to excel in these areas wherever possible Maintain performance within established team procedures and policies, including attendance and conduct, submission of time worked through the appropriate tool before the given deadlines, and following print security and physical access procedures Required qualifications, capabilities, and skills Graduate in any discipline Diploma in Graphic Design and proficiency in MS Office (PowerPoint, Excel & Word) Minimum 4 years professional experience in Presentations and Graphics designing, Infographics Creation, Motion Graphics (preferred) Experience in using AI tools and prompting (e.g. image generation, etc.) Strong creative thinking, accuracy, attention to detail, exhibiting a range or varied styles and techniques Excellent communication and interpersonal skills while working and influencing clients and team members Expert knowledge of Adobe Creative Suite InDesign, Illustrator and Photoshop a must along with expertise in MS Office applications Handle sensitive and confidential information with discretion Preferred qualifications, capabilities, and skills Experience and understanding in design concepts, visual communication and infographic storytelling Storyboard and conceptualize impactful design in relation to the message or content Excellent presentation and layout skills Accuracy, attention to detail and ability to proof own work Adaptability / Flexibility and ability to multi-task Positive attitude, professional, diplomatic and approachable by teammates Open to work flexible schedule during day, night, and weekend shifts
Posted 2 months ago
5.0 - 10.0 years
7 - 12 Lacs
Mumbai
Work from Office
Brief Introduction Are you looking to take your Fund Accounting experience to a broader level? Through this role within the Fund Accounting product management team, you will contribute to driving our business objectives including the strategic development of our service offering, working on client, industry and regulatory changes, supporting new business opportunities and developing your skills as a subject matter expert. Job Summary As a Fund Accounting Product Manager within our specialized team, you will play a crucial role in maintaining and enhancing our product offerings. You will develop new products, collaborate with Operations, Product Development, Client Service, and other partners to deliver an exceptional client experience, and work alongside Sales partners to explore new business opportunities. Job Responsibilities Act as a Fund Accounting subject matter expert supporting Senior Management, Operations, Sales, Client Services and Clients / Prospects Provide management and guidance on client, industry and internal change programs, with focus on maintaining efficiency and standardization across the operating model Work closely with business partners on client satisfaction initiatives and sales opportunities including operating model development , legal agreements and fee models Keep abreast of regulatory change and how this could impact the business Identify areas of opportunity to develop and improve the service offering Participate in Industry events to stay informed of market, client and competitor activity Required qualifications, capabilities, and skills 5+ years experience supporting Fund Accounting product offering along with In-depth practical understanding of Fund Accounting core processes / concepts that cover various asset classes, trade lifecycle, fund expenses, P&L computations, balance sheet and basic financial reporting standards Continuously monitor and track new business opportunities, and assist in pipeline reporting Create initial pricing proposals for new deals and reprices, and develop standard templates to support commercial pricing proposals Support the cost to serve process, create the initial cost model, and review actual costs post-implementation Respond to questions in prospect RFPs, supporting FA and Fund Admin products Work across business stakeholders, including Operations, Technology, Sales, and Service. Support billing oversight and governance, and respond to billing inquiries. Develop reporting to assess profitability of the Fund Services business, and oversight of operational expenses Maintain oversight of key vendor relationships Serve as escalation point for issues and the conduit for Product related requests Ensure that activities are appropriately reflected in the risk and controls self-assessment and business control forums Preferred qualifications, capabilities, and skills Strong cross-functional/business collaboration skills are required as the candidate will work across multiple teams within the bank. Ability to synthesize large amounts of information into crisp recommendations; present and defend recommendations to a variety of audiences; manage multiple projects / queries simultaneously and drive them to completion effectively. Brief Introduction Are you looking to take your Fund Accounting experience to a broader level? Through this role within the Fund Accounting product management team, you will contribute to driving our business objectives including the strategic development of our service offering, working on client, industry and regulatory changes, supporting new business opportunities and developing your skills as a subject matter expert. Job Summary As a Fund Accounting Product Manager within our specialized team, you will play a crucial role in maintaining and enhancing our product offerings. You will develop new products, collaborate with Operations, Product Development, Client Service, and other partners to deliver an exceptional client experience, and work alongside Sales partners to explore new business opportunities. Job Responsibilities Act as a Fund Accounting subject matter expert supporting Senior Management, Operations, Sales, Client Services and Clients / Prospects Provide management and guidance on client, industry and internal change programs, with focus on maintaining efficiency and standardization across the operating model Work closely with business partners on client satisfaction initiatives and sales opportunities including operating model development , legal agreements and fee models Keep abreast of regulatory change and how this could impact the business Identify areas of opportunity to develop and improve the service offering Participate in Industry events to stay informed of market, client and competitor activity Required qualifications, capabilities, and skills 5+ years experience supporting Fund Accounting product offering along with In-depth practical understanding of Fund Accounting core processes / concepts that cover various asset classes, trade lifecycle, fund expenses, P&L computations, balance sheet and basic financial reporting standards Continuously monitor and track new business opportunities, and assist in pipeline reporting Create initial pricing proposals for new deals and reprices, and develop standard templates to support commercial pricing proposals Support the cost to serve process, create the initial cost model, and review actual costs post-implementation Respond to questions in prospect RFPs, supporting FA and Fund Admin products Work across business stakeholders, including Operations, Technology, Sales, and Service. Support billing oversight and governance, and respond to billing inquiries. Develop reporting to assess profitability of the Fund Services business, and oversight of operational expenses Maintain oversight of key vendor relationships Serve as escalation point for issues and the conduit for Product related requests Ensure that activities are appropriately reflected in the risk and controls self-assessment and business control forums Preferred qualifications, capabilities, and skills Strong cross-functional/business collaboration skills are required as the candidate will work across multiple teams within the bank. Ability to synthesize large amounts of information into crisp recommendations; present and defend recommendations to a variety of audiences; manage multiple projects / queries simultaneously and drive them to completion effectively.
Posted 2 months ago
0.0 - 2.0 years
5 - 8 Lacs
Bengaluru
Work from Office
We are looking for an enthusiastic Customer Success Intern to join our team and play a key role in supporting our client-facing operations and internal coordination. This is an excellent opportunity to gain hands-on experience in a dynamic environment, contributing directly to client satisfaction and business growth. Responsibilities: Assisting in the preparation of sales and pre-sales pitch decks and proposals, helping to articulate our value to potential and existing clients. Coordinating with internal teams to track project timelines and ensure timely task follow-ups, contributing to seamless project delivery for clients. Supporting lead research and gathering competitor data to inform our customer success strategies. Helping with crucial documentation, including contracts, client agreements, and detailed meeting notes, ensuring clear communication and accountability. Supporting PMOs by tracking action items, managing client communication logs, and monitoring overall project progress to ensure client satisfaction. Maintaining our CRM system and assisting with basic Customer Success operations tasks to ensure efficient client record management. Strong organizational skills and attention to detail. Excellent verbal and written communication abilities. A proactive attitude and eagerness to learn about customer success principles. The ability to work effectively both independently and as part of a collaborative team. A keen interest in client relationships, business operations, and data management. Previous internship experience or academic projects related to customer service, sales support, or project coordination are a plus. Paid Internship. 5 days work from office.
Posted 2 months ago
1.0 - 6.0 years
20 - 25 Lacs
Bengaluru
Work from Office
You are a strategic thinker passionate about driving solutions in treasury services and cash management. You have found the right team. As an Incremental Implementation Treasury Services - Team Lead within our Incremental Implementations Team (IIT), you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. Job Responsibilities Serve as the main point of contact for clients, ensuring clear communication and coordination throughout the implementation process. Provide a warm introduction and interview clients based on internal guides to determine what information to request from the client. Manage post-setup activities and support any required training or testing activities. Oversee the setup of treasury service and cash management products, ensuring each step is completed accurately and on time and verify that all client documentation is complete. Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements. Verify that the product(s) or service(s) are set up and functioning correctly. Manage multiple implementation requests concurrently, ensuring timely and successful delivery for all clients. Coordinate client communication with other Implementation Consultants. Work closely with internal teams, including Sales, Service, and Operations, to ensure a smooth and integrated setup process. Identify and resolve any issues that may arise during the implementation process, ensuring minimal disruption to the client experience. Escalate risk issues when they occur in a timely manner. Identify items which need Remediation & Amendments. Identify gaps/exceptions and recommend possible solutions. Identify issues as a result of onboarding missing something on the original request. Uphold our commitment to a best-in-class client experience by delivering high-quality implementations that meet or exceed client expectations. Perform a client satisfaction call post setup and complete the warm transfer to Client Service. Required qualifications, capabilities, and skills Graduates with a minimum of 5 years of proven experience in a similar role within treasury services, cash management, or a related field. Excellent verbal and written communication skills, with the ability to liaise effectively with internal partners and clients. Strong project management skills, with the ability to juggle multiple requests simultaneously. Ability to independently manage conflict and mobilize internal resources to resolve issues. High attention to detail and a commitment to accuracy. Strong interpersonal and relationship-building skills. Ability to work under pressure and meet tight deadlines. A proactive and solution-oriented mindset. You are a strategic thinker passionate about driving solutions in treasury services and cash management. You have found the right team. As an Incremental Implementation Treasury Services - Team Lead within our Incremental Implementations Team (IIT), you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. Job Responsibilities Serve as the main point of contact for clients, ensuring clear communication and coordination throughout the implementation process. Provide a warm introduction and interview clients based on internal guides to determine what information to request from the client. Manage post-setup activities and support any required training or testing activities. Oversee the setup of treasury service and cash management products, ensuring each step is completed accurately and on time and verify that all client documentation is complete. Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements. Verify that the product(s) or service(s) are set up and functioning correctly. Manage multiple implementation requests concurrently, ensuring timely and successful delivery for all clients. Coordinate client communication with other Implementation Consultants. Work closely with internal teams, including Sales, Service, and Operations, to ensure a smooth and integrated setup process. Identify and resolve any issues that may arise during the implementation process, ensuring minimal disruption to the client experience. Escalate risk issues when they occur in a timely manner. Identify items which need Remediation & Amendments. Identify gaps/exceptions and recommend possible solutions. Identify issues as a result of onboarding missing something on the original request. Uphold our commitment to a best-in-class client experience by delivering high-quality implementations that meet or exceed client expectations. Perform a client satisfaction call post setup and complete the warm transfer to Client Service. Required qualifications, capabilities, and skills Graduates with a minimum of 5 years of proven experience in a similar role within treasury services, cash management, or a related field. Excellent verbal and written communication skills, with the ability to liaise effectively with internal partners and clients. Strong project management skills, with the ability to juggle multiple requests simultaneously. Ability to independently manage conflict and mobilize internal resources to resolve issues. High attention to detail and a commitment to accuracy. Strong interpersonal and relationship-building skills. Ability to work under pressure and meet tight deadlines. A proactive and solution-oriented mindset.
Posted 2 months ago
1.0 - 4.0 years
3 - 7 Lacs
Bengaluru
Work from Office
Full-time Bengaluru - Indiranagar About the job We are looking for a Legal Coordinator to manage client communications, handle inbound calls and resolve escalations. The role is based in Bangalore, requires proficiency in speaking fluent English and Hindi and the ability to address client concerns professionally while ensuring timely case fulfilment and client satisfaction. Your day-to-day will involve Address and resolve any concerns, queries or challenges faced by our clients and legal team regarding ongoing Maharashtra cases. Handle escalations calmly and professionally. Manage inbound calls from clients with a proactive approach. Build and maintain strong relationships with clients to ensure their satisfaction. Coordinate with clients to collect documents for cases marked under document collection. Ensure timely updates are provided to the client on the status of the initiated cases. We are looking for someone who Has a excellent verbal communication and interpersonal skills to interact effectively with clients and team members. Has a good command of spoken English and Hindi (mandatory). Proficiency in Marathi is an added advantage. Has the ability to handle client issues and complaints efficiently, providing quick and effective solutions. Has prior experience in customer service, client coordination, or similar roles. Loves working with software tools and MS Excel. Apply for the job Do you want to join our team as our new Legal Coordinator? Then wed love to hear about you!
Posted 2 months ago
1.0 - 3.0 years
1 - 2 Lacs
Kolkata
Work from Office
We are seeking a Health Insurance Sales Executive to join our growing team. In this role, you will be responsible for driving sales of health insurance policies by understanding customer needs and providing suitable insurance solutions. Sales incentives
Posted 2 months ago
0.0 - 5.0 years
0 - 3 Lacs
Rajkot
Work from Office
Responsibilities: Answer calls professionally Share product details Understand & meet customer needs Record interactions accurately Stay positive & professional Follow-up for satisfaction Collaborate with team Health insurance Annual bonus Sales incentives
Posted 2 months ago
3.0 - 7.0 years
12 - 16 Lacs
Mumbai
Work from Office
Position Description Equity Dealer will be responsible for executing buy and sell orders of equities on behalf of institutional clients. They will serve as a key intermediary between clients and the stock exchanges, ensuring timely and accurate trade execution. The dealer will maintain close communication with clients and internal teams to provide updates and support for the desks daily operations. The role demands a high level of market awareness, precision, and adherence to compliance standards to optimize trading performance and client satisfaction. Key Areas of Responsibilities Executing trades for institutional clients with utmost efficiency and accuracy: The dealer must swiftly and precisely execute buy and sell orders based on client instructions. This involves monitoring market conditions, ensuring orders are filled at the best possible prices, and minimizing execution risk. Accuracy is paramount to prevent costly errors and ensure client trust. To update traders regularly: Maintain continuous communication with other traders and desk staff to share real-time market information, trading status updates, and any relevant market movements. This coordination ensures the team functions cohesively and responds swiftly to market changes or client requests. To assist in any other requirements of the desk: Provide support in various operational tasks such as preparing reports, managing client queries, processing trade documentation, and ensuring compliance with internal and regulatory standards. Flexibility to handle ad hoc requests is essential to the smooth running of the trading desk. Requirements Executing trades for institutional clients with utmost efficiency and accuracy: The dealer must swiftly and precisely execute buy and sell orders based on client instructions. This involves monitoring market conditions, ensuring orders are filled at the best possible prices, and minimizing execution risk. Accuracy is paramount to prevent costly errors and ensure client trust. To update traders regularly: Maintain continuous communication with other traders and desk staff to share real-time market information, trading status updates, and any relevant market movements. This coordination ensures the team functions cohesively and responds swiftly to market changes or client requests. To assist in any other requirements of the desk: Provide support in various operational tasks such as preparing reports, managing client queries, processing trade documentation, and ensuring compliance with internal and regulatory standards. Flexibility to handle ad hoc requests is essential to the smooth running of the trading desk. Stay informed on CITIC CLSA Job Opportunities
Posted 2 months ago
5.0 - 14.0 years
15 - 16 Lacs
Ahmedabad
Work from Office
Job Title Key Account Manager - IBMS Location Ahmedabad Experience 15+ years Educational Background Engineering Job Responsibilities Client Management Manage and nurture relationships with key clients in the IBMS domain. Technical Expertise Must have hands-on experience with Integrated Building Management Systems (IBMS), including CCTV, Fire Alarm Systems (FAS), Access Control Systems (ACS), Mechanical fire protection systems (sprinkler, hydrant, gas-based suppression ), and other related technologies. Relevant project management experience in the domain of - Industrial, Airport, commercial space Team Leadership Lead and manage a team, ensuring effective collaboration and performance. Project Coordination Oversee the planning, execution, and delivery of projects, ensuring they meet client requirements and are completed on time. Problem Solving Address and resolve any issues or challenges that arise during project implementation. Business Development Identify opportunities for business growth and work towards expanding the client base. Reporting Prepare and present regular reports on project status, client satisfaction, and team performance. Qualifications Educational Background Bachelors degree in Engineering or a related field. Experience Minimum of 12 years of experience in the IBMS domain. Technical Skills Proficiency in CCTV, FAS, ACS, Data Centers, and Fire Alarm Systems. Leadership Skills Proven experience in team handling and project management. Communication Skills Excellent verbal and written communication skills. Problem-Solving Skills Strong analytical and problem-solving abilities. Preferred Qualifications Certifications Relevant certifications in IBMS or related technologies. Industry Knowledge In-depth knowledge of the latest trends and technologies in the IBMS domain.
Posted 2 months ago
2.0 - 5.0 years
6 - 10 Lacs
Mumbai
Work from Office
Business Development Executive: o Identify and approach potential clients, Pitch CRISIL’s assessment, grading, and other solutions tailored to client requirements. o Achieve monthly and quarterly sales, Conduct presentations, meetings, and product demonstrations to stakeholders. o Build and maintain long-term relationships with key decision-makers. o Ensure post-sale service delivery coordination and client satisfaction. o Track market trends, competition activity, and client feedback. o Maintain accurate records of leads, opportunities, and sales activities. o Prepare weekly and monthly sales reports for internal review. Preferred: Prior experience with credit rating agencies, financial advisory, or consulting firms Ability to travel frequently for client meetings 2–5 years of experience, preferably in financial services, ratings, or consulting Please note: This is a third party payroll opportunity.
Posted 2 months ago
3.0 - 8.0 years
5 - 10 Lacs
Mumbai
Work from Office
Summary: Test Demo is seeking a dynamic and experienced professional to join our team as a Leads Accounts Specialist in our Mumbai office. This in-office role is ideal for a candidate with a minimum of 3 years of experience in managing and nurturing client accounts, with a strong focus on lead generation and conversion. The successful candidate will be responsible for developing and maintaining strong relationships with key clients, ensuring their needs are met and exceeded. You will be tasked with identifying new business opportunities, managing a portfolio of accounts, and working closely with the sales and marketing teams to drive growth and achieve targets. Your expertise in analyzing market trends and customer feedback will be crucial in developing strategies to enhance client satisfaction and retention. The ideal candidate will possess excellent communication and negotiation skills, a proactive approach to problem-solving, and a proven track record of meeting and exceeding sales targets. If you are a motivated and results-driven individual looking to make a significant impact in a fast-paced and dynamic environment, we invite you to apply for this exciting opportunity at Test Demo in Mumbai. Join us and be a part of a team that values innovation, collaboration, and excellence. Responsibilities Develop and maintain strong relationships with key clients to ensure their needs are met and exceeded. Identify new business opportunities and manage a portfolio of accounts. Work closely with sales and marketing teams to drive growth and achieve targets. Analyze market trends and customer feedback to develop strategies for enhancing client satisfaction and retention. Utilize excellent communication and negotiation skills to manage client interactions. Proactively solve problems to ensure client satisfaction and account success. Requirements Minimum of 3 years of experience in managing and nurturing client accounts Strong focus on lead generation and conversion Proven track record of meeting and exceeding sales targets Excellent communication and negotiation skills Proactive approach to problem-solving
Posted 2 months ago
10.0 - 12.0 years
35 - 50 Lacs
Chennai
Work from Office
Job Summary We are seeking a highly experienced Sr. Consultant with 10 to 12 years of experience in IT Consulting. The ideal candidate will have a strong background in providing strategic guidance and technical expertise to clients. This hybrid role requires a deep understanding of IT systems and the ability to work collaboratively with cross-functional teams to deliver impactful solutions. The candidate will play a crucial role in driving the success of our clients IT initiatives ensuring alignment with Responsibilities Lead the development and implementation of IT strategies for clients ensuring alignment with their business objectives. Oversee the assessment and optimization of clients IT infrastructure and systems. Provide expert advice on technology solutions including software hardware and network systems. Collaborate with cross-functional teams to design and deliver customized IT solutions. Conduct thorough analysis of clients IT needs and recommend appropriate solutions. Ensure the successful execution of IT projects from planning to completion. Develop and maintain strong relationships with clients acting as a trusted advisor. Stay current with industry trends and emerging technologies to provide innovative solutions. Facilitate workshops and training sessions to enhance clients IT capabilities. Monitor project progress and provide regular updates to stakeholders. Identify and mitigate potential risks associated with IT projects. Support clients in the adoption and integration of new technologies. Contribute to the continuous improvement of consulting methodologies and practices. Qualifications Possess a Bachelors degree in Computer Science Information Technology or a related field. Have a minimum of 10 years of experience in IT Consulting. Demonstrate expertise in IT strategy development and implementation. Show proficiency in assessing and optimizing IT infrastructure. Exhibit strong problem-solving and analytical skills. Display excellent communication and interpersonal abilities. Have experience in leading cross-functional teams. Be knowledgeable about the latest industry trends and technologies. Hold relevant certifications such as PMP ITIL or similar. Be capable of working in a hybrid work model. Have a proven track record of successful project delivery. Show commitment to client satisfaction and continuous improvement. Be able to work independently and as part of a team. Certifications Required PMP ITIL or similar certifications relevant to IT Consulting.
Posted 2 months ago
3.0 - 8.0 years
4 - 5 Lacs
Coimbatore
Work from Office
Responsibilities Manage customer relationships and ensure high levels of satisfaction. Utilize CRM software to track and analyze customer interactions and data. Develop and implement personalized customer engagement strategies. Collaborate with the sales and marketing teams to drive sales growth. Provide exceptional customer service and support. Maintain an in-depth knowledge of jewelry products and industry trends. Collect and analyze customer feedback to improve services and offerings. Qualifications Bachelor's degree in Business, Marketing, or a related field. Proven experience in a customer service or CRM role, preferably in the jewelry industry. Strong understanding of CRM software and customer relationship management principles. Excellent communication and interpersonal skills. Ability to analyze customer data and feedback to develop engagement strategies. Knowledge of jewelry products and industry trends. Skills CRM software proficiency Customer relationship management Data analysis Sales and marketing collaboration Customer service Communication Product knowledge Feedback analysis
Posted 2 months ago
5.0 - 8.0 years
0 - 0 Lacs
Kanchipuram
Work from Office
Looking for 5+ years of experienced candidate and immediate joiners 1. Find and Manage Clients Look for new business opportunities through networking and referrals. Meet with clients to understand their needs and maintain strong relationships. 2. Develop Sales Strategies Study market trends and competitors to find opportunities. Create and follow sales plans to achieve targets. 3. Coordinate Projects Collaborate with project managers and engineers to meet client needs. Track project progress and resolve issues as they come up. 4. Know Your Products Know the companys products and services well. Offer expert advice on the best solutions for their projects. 5. Close Deals Discuss terms with clients to reach agreements. Complete contracts and ensure all details are settled. 6. Support Clients Address and resolve client concerns. Offer help and support after the sale to ensure client satisfaction. 7. Work with Your Team Work with other departments to meet client needs and improve services. Provide feedback from clients to help improve the companys offerings. 8. Keep Learning Stay Updated : Keep up with industry trends and changes. Improve Skills : Take opportunities for professional development and training. Contact: 9150308303
Posted 2 months ago
2.0 - 7.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
Female Candidate having 2Yr+ Exp, good English Communication and PPT Knowledge, can only apply. Company deals with Big Brands (Pantaloons, Zudio, Westside etc) for their leasing Solutions. You will coordinate with existing Clients call @ 8000044060 Required Candidate profile Female Candidate having 2Yr+ Exp, good English Communication and PPT Knowledge, can only apply. You will handle team of CRO for proper Powerpoint preparation and Coordinate with existing cleints.
Posted 2 months ago
6.0 - 10.0 years
6 - 10 Lacs
Hyderabad
Work from Office
Who are we looking for? A senior level Application Packaging engineer to manage a project for one of our clients. The Individual should be passionate about technology, experienced in administration of team and shift . Technical Skills: Mandatory: Above 5 years of Experience in Application Packaging on MAC operating system Must have good knowledge and hands-on experience of at least one MAC packaging tool like Packages, Suspicious package, Apple PackageMaker and JAMF Composer Must have hands on experience of MAC package deployment using JAMF Pro Hands on experience in Shell scripting, PowerShell & VB Scripting Good to have knowledge on tools like Munki Develop and maintain MAC packaging solutions for BFSI applications. Collaborate with cross-functional teams to gather requirements and ensure compatibility. Test and troubleshoot MAC packages to ensure optimal performance. Implement security protocols and compliance standards in packaging processes. Provide technical support and training to end-users and IT staff. Document packaging processes and maintain up-to-date records Create and maintain documentation for deployment/packaging, administrative procedures, architecture, known errors, workarounds and application specific information. Experience in Incident, Problem and Change Management process Good to have: Application packaging on windows using MSI and Cloud paging Apple or JAMF certification Behavioral Skills : Resolve technical issues of projects and Explore alternate designs Very good troubleshooting skills Good team management Skills Participates as a team member and fosters teamwork by inter-group coordination within the modules of the project. Effectively collaborates and communicates with the stakeholders and ensure client satisfaction Train and coach members of project groups to ensure effective knowledge management activity. Qualification: Flexible in supporting any shifts ( 20/5) Including evening shift Education qualification: B.Tech , BE, BCA, MCA, M. Tech or equivalent technical degree from a reputed college
Posted 2 months ago
0.0 - 3.0 years
2 - 5 Lacs
Belgaum
Work from Office
Creating innovative and visually appealing content for social media platforms. Collaborating with the marketing team to develop designs that align with business objectives and client preferences. ... Junior Graphic Designer - Job Application Junior Graphic Designer Location: India - Belgaum Are you a creative and passionate graphic designer looking to make your mark in a dynamic and innovative environment? At Deluxe, were seeking talented individuals like you to join our team and help us bring our vision to life through captivating visual storytelling. Roles and Responsibilities: Creating innovative and visually appealing content for social media platforms. Collaborating with the marketing team to develop designs that align with business objectives and client preferences. Revising designs based on feedback from clients and stakeholders to ensure client satisfaction and project success. Maintaining a high level of responsiveness to customer inquiries and feedback via calls and emails. Staying updated on industry trends and best practices in graphic design to continuously improve the quality of work. Managing multiple projects simultaneously while adhering to deadlines and project requirements. Requirements: Proven experience as a Graphic Designer or similar role. Proficiency in Adobe Illustrator, Adobe Photoshop, and CorelDRAW. Strong creative and conceptual skills with an eye for detail. Excellent communication skills and the ability to effectively collaborate with cross-functional teams. Strong organizational skills and the ability to manage multiple projects simultaneously. Flexibility to adapt to changing priorities and client needs. A portfolio showcasing previous graphic design work is required. Drop your Resume to the above Email ID.
Posted 2 months ago
1.0 - 4.0 years
3 - 6 Lacs
Bengaluru
Work from Office
Leads project-specific certification activities at the direction of the Manager, OCMPG and Ophthalmic Certification Project Managers Performs certification data entry and works in the certification database at the direction of the Manager, OCMPG and Ophthalmic Certification Project Managers Assists with providing support in tracking, compiling, and submitting project deadlines and deliverables Assists with the collection of electronic and paper-based project files and archives Assists with the review of study related documents, certifications and data to ensure quality and accuracy Supports the coordinating of conference calls and meetings Edits, formats, tracks and distributes technical and non-technical reports Attends and participates in department team meetings Performs other duties as assigned Overview Ophthalmic Certification Project Associate India - Bangalore Emmes Group: Building a better future for us all. Emmes Group is transforming the future of clinical research, bringing the promise of new medical discovery closer within reach for patients. Emmes Group was founded as Emmes more than 47 years ago, becoming one of the primary clinical research providers to the US government before expanding into public-private partnerships and commercial biopharma. Emmes has built industry leading capabilities in cell and gene therapy, vaccines and infectious diseases, ophthalmology, rare diseases, and neuroscience. We believe the work we do will have a direct impact on patients lives and act accordingly. We stive to build a collaborative culture at the intersection of being a performance and people driven company. We re looking for talented professionals eager to help advance clinical research as we work to embed innovation into the fabric of our company. If you share our motivations and passion in research, come join us! This requirement is for our OptymEdge division. OptymEdge sets the gold standard for training and certification in ophthalmic clinical trials and brings experience and expertise from having the largest and longest-standing certification organization in the industry. Pioneering visual acuity certification from conception, we have developed proven solutions for training and certification of Visual Function Examiners and Visual Function Rooms, and partner with study teams to provide visual function certification that ensures a high level of quality and consistency for ophthalmic clinical trial data. OptymEdge has certified over 2000 sites worldwide since 1995, working on Phase I through post-marketing trials in clinical Ophthalmology, Optometry, and other therapeutic areas. Primary Purpose The Ophthalmic Certification Project Associate (OCPA) is critical to the successful conduct of ophthalmic certifications in Biopharmaceutical-sponsored clinical trials. The OCPA supports the Manager, Ophthalmic Certification Project Management Group (OCMPG) and Ophthalmic Certification Project Managers by providing logistical support for electronic document filing and archiving, reporting requirements and other duties required by the statement of work. The OCPA will be site-facing through the life cycle of the study, and contributes to team and financial efficiency, work product quality, and client satisfaction through strong relationship management. Responsibilities Leads project-specific certification activities at the direction of the Manager, OCMPG and Ophthalmic Certification Project Managers Performs certification data entry and works in the certification database at the direction of the Manager, OCMPG and Ophthalmic Certification Project Managers Assists with providing support in tracking, compiling, and submitting project deadlines and deliverables Assists with the collection of electronic and paper-based project files and archives Assists with the review of study related documents, certifications and data to ensure quality and accuracy Supports the coordinating of conference calls and meetings Edits, formats, tracks and distributes technical and non-technical reports Attends and participates in department team meetings Performs other duties as assigned Qualifications Bachelor s degree preferred or equivalent experience will be considered 2 years demonstrating related experience Demonstrated experience with MS Office Suite, particularly MS Word Time management and decision-making skills Attention to detail and the ability to address several assignments simultaneously Excellent oral and written communication skills Some knowledge of clinical trials in ophthalmology preferred CONNECT WITH US! Follow us on Twitter - @EmmesCRO Find us on LinkedIn - Emmes
Posted 2 months ago
2.0 - 7.0 years
7 - 15 Lacs
Chennai, Bengaluru
Work from Office
2-4 years related experience in a customer relationship management role. Strong interest in technology and business. Experience working in metrics and process-driven environments. Exceptional time management, prioritization and communication skills. Required Candidate profile Experience with Microsoft Office products. Salesforce experience helpful. You will be working in the shifts (rotation covering Asia pacific, Europe and US time zones) work from office all 5 days
Posted 2 months ago
5.0 - 10.0 years
13 - 15 Lacs
Pune
Work from Office
Welcome to Veradigm! Our Mission is to be the most trusted provider of innovative solutions that empower all stakeholders across the healthcare continuum to deliver world-class outcomes. Our Vision is a Connected Community of Health that spans continents and borders. With the largest community of clients in healthcare, Veradigm is able to deliver an integrated platform of clinical, financial, connectivity and information solutions to facilitate enhanced collaboration and exchange of critical patient information. Veradigm Life Veradigm is here to transform health, insightfully. Veradigm delivers a unique combination of point-of-care clinical and financial solutions, a commitment to open interoperability, a large and diverse healthcare provider footprint, along with industry proven expert insights. We are dedicated to simplifying the complicated healthcare system with next-generation technology and solutions, transforming healthcare from the point-of-patient care to everyday life. For more information, please explore Veradigm.com. RCM Associate Manager ***This is a fully onsite position in Pune, Maharashtra Office.*** SHIFT 7:30PM IST - 4:30AM IST Our professional billing experts help organizations ensure accurate billing and coding, and partner with them at every step of the revenue cycle. Dedicated account managers deliver a comprehensive approach for improving the financial health of any practice. JOB SUMMARY Responsible for managing and tracking the productivity of the account team and insuring the health of the clients Accounts Receivable. In addition to performing similar work, the position supports RCM Management by efficiently and effectively providing oversight and review of the team, processes and workload. Client financial results/KPIs ESSENTIAL FUNCTIONS/MAJOR JOB RESPONSIBILITIES Strong customer service skills for client satisfaction, health of client AR and management of RCM team members answering client inquiries; prompt return and follow up to all interactions; prompt response to requests for information, both internally and externally acts as the first point of contact for team members and provides guidance on work matters Interact with clients and their patients, engage in proactive resolution of issues and timely response to questions and concerns. Deliver timely required reports to the RCM Management; initiates and communicates the resolution of issues Meet regularly with staff; in-person and as a group to confirm the status of client accounts and build/sustain staff engagement to drive business results and improvements Track clients AR productivity and health (charge, payments, collections, adjustments) on a daily, weekly and/or monthly basis as needed to ensure the client and company expectations are met. Remain current with company s policies and procedures regarding AR activity such as, reviewing month end reports to insure the AR and cash collections are meeting agreed upon benchmarks, identifying trends, reviewing denial reports Analyze reports to determine when, how and why decrease in clients AR; includes denials, unbilled, credit issues, holds; determine corrective actions and communicate with client and staff to resolve. Follow up to ensure actions are taken that achieve the results needed and/or determine other resolution needed Review work performed by outside vendors for accuracy and production. Determine changes/improvement needed and works promptly and appropriately with applicable individuals to bring about such changes/improvement Achieve goals set forth by management and compliance requirements Follows, enforces and models adherence to all policies, procedures and processes Identify and recruit internal/external talents to ensure an effective mix of competencies. Induct new joiners to quickly maximize performance. Set and communicate team/individual objectives and KPI to inspire individuals to achieve high performance. Allocate workload to fully utilize every employee s talent. Implement development plans and coach for individuals to reach their maximum talent. Provide regular constructive feedback on performance/development and address poor/mediocre performance on a timely manner. Recognize high performers to maintain motivation and retain key talent. Regularly communicate on company news and team progress against business plan. JOB REQUIREMENTS Education Level Education Details Required/Preferred Bachelors Degree or equivalent Technical / Business experience Required Additional Education Education Level Education Details Required/Preferred Knowledge of CPT and ICD coding and medical terminology Required Completion of medical billing training (classroom or on-the-job) equal to graduation from a course of study covering comprehensive medical billing practices Preferred Work Experience Experience Details Required/Preferred 5+ years relevant work experience; 2-3 years at the Senior level or equivalent experience Preferred Additional Work Experience Experience Details Required/Preferred 3+ years in the medical billing field Required Management Experience Management Experience Management Experience Details Required/Preferred 0-2 years relevant leadership experience Preferred Knowledge, Skills and Abilities Extensive knowledge with email, search engines, Internet Ability to effectively use payer websites and Laserfiche; basic competence in use of Microsoft products. Preferred experience with MS Access and PowerPoint, Crystal reports Experience with various billing systems, such as NextGen, Pro, Epic and others. Accounting knowledge and skills preferred Working Arrangements Standard work week or as defined by assignment requirements May require after-hours, on-call support and/or holidays On-call and after hours work during peak times including end of month/quarter/year, during this time Benefits Veradigm believes in empowering our associates with the tools and flexibility to bring the best version of themselves to work. Through our generous benefits package with an emphasis on work/life balance, we give our employees the opportunity to allow their careers to flourish. Quarterly Company-Wide Recharge Days Peer-based incentive Cheer awards All in to Win bonus Program Tuition Reimbursement Program To know more about the benefits and culture at Veradigm, please visit the links mentioned below: - https: / / veradigm.com / about-veradigm / careers / benefits / https: / / veradigm.com / about-veradigm / careers / culture / Veradigm is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse and inclusive workforce. Thank you for reviewing this opportunity! Does this look like a great match for your skill set? If so, please scroll down and tell us more about yourself!
Posted 2 months ago
3.0 - 8.0 years
4 - 9 Lacs
Mumbai
Work from Office
We are seeking a client-focused, detail-oriented professional to join our client servicing team. The ideal candidate will possess strong communication skills and a sound understanding of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). This role is crucial in delivering a high-quality service experience to HNI/UHNI clients and internal stakeholders. Key Responsibilities: Act as the first point of contact for clients and distributors for queries related to PMS and AIF products. Handle end-to-end onboarding of clients, documentation, KYC/CKYC verification, and coordination with custodians and RTA. Maintain accurate client records, investment reports, capital call notices, and transaction updates. Resolve client issues effectively by coordinating with internal teams such as operations, compliance, and fund managers. Ensure timely reporting, portfolio statements, and MIS sharing with clients and internal teams. Monitor service SLAs and client satisfaction metrics to improve processes and response times. Stay updated with regulatory changes (SEBI guidelines) impacting PMS/AIF products and communicate effectively with clients. Assist in periodic audits and compliance checks related to client servicing.
Posted 2 months ago
4.0 - 13.0 years
12 - 13 Lacs
Bengaluru
Work from Office
You are a strategic thinker passionate about driving onboarding. You have found the right team. As an Onboarding Analyst - Team Leader within our Client Implementation team, you will be responsible for managing client implementation and technical integration by operations, while building relationships with internal partners. You will manage an extensive portfolio of in-flight deals, track and monitor progress on requirements, and diligently follow up with stakeholders to clear dependencies. Your role will involve ownership, escalation, and resolution of risk issues in a timely manner, ensuring deal deliverables are met and holding owners accountable by managing implementation issues, escalations, and error resolution. You will contribute to the overall client implementation process, manage expectations by establishing timelines, and exhibit ownership of the implementation experience and client satisfaction. Job Responsibilities Gain extensive on-the-job experience of products and apply advanced knowledge of procedures to solve complex and varied situations. Execute work instructions independently without daily supervision and manage Client Implementation, Technical Integration by Operations, and relationships with Internal Partners. Oversee an extensive portfolio of in-flight deals, track and monitor progress on requirements, and diligently follow up with stakeholders to clear dependencies. Own, escalate, and resolve risk issues promptly, ensuring deal deliverables are met and holding owners accountable by managing implementation issues, escalations, and error resolution. Contribute to the overall Client Implementation process to enable the team to function as one unit and establish timelines to manage documentation requirements. Exhibit ownership of Implementation experience and client satisfaction, staying informed of process updates and internal communication. Demonstrate creative problem-solving and solid judgment/decision-making skills, adhering to policy and procedures and exceeding established Service Level Agreements. Listen actively to clients and ask clarifying questions to fully grasp their needs, maintaining a positive and professional tone throughout calls. Solve problems effectively by identifying clients issues and working collaboratively towards solutions that meet their needs. Be proficient in client-facing skills, including active listening, maintaining a positive and professional tone, and effective problem-solving. Expertly manage products such as Cash/Currency Services, Disbursement Products, Information Services/Products, Payments Products, and Liquidity Services. Required qualifications, capabilities and skills Graduates with minimum of 5 years of experience Project management skills to manage multitude of requirements for a full array of treasury service products Demonstrate problem solving ability through interaction with internal business partners Exceptional verbal and written communications skills. Ability to negotiate and people-oriented skills. Communication is paramount Ability to independently manage conflict and mobilize internal resources to resolve issues Strong interpersonal and relationship building skills Ability to work under pressure and to think laterally and meet deadlines Excellent logical, analytical skills and meticulousness Initiative-taking approach Ability to grasp and learn new products which are currently not in scope Preferred qualifications, capabilities and skills Knowledge of Treasury Service & Commercial Bank Products and Operations will be an added advantage Knowledge of Microsoft Suite of products You are a strategic thinker passionate about driving onboarding. You have found the right team. As an Onboarding Analyst - Team Leader within our Client Implementation team, you will be responsible for managing client implementation and technical integration by operations, while building relationships with internal partners. You will manage an extensive portfolio of in-flight deals, track and monitor progress on requirements, and diligently follow up with stakeholders to clear dependencies. Your role will involve ownership, escalation, and resolution of risk issues in a timely manner, ensuring deal deliverables are met and holding owners accountable by managing implementation issues, escalations, and error resolution. You will contribute to the overall client implementation process, manage expectations by establishing timelines, and exhibit ownership of the implementation experience and client satisfaction. Job Responsibilities Gain extensive on-the-job experience of products and apply advanced knowledge of procedures to solve complex and varied situations. Execute work instructions independently without daily supervision and manage Client Implementation, Technical Integration by Operations, and relationships with Internal Partners. Oversee an extensive portfolio of in-flight deals, track and monitor progress on requirements, and diligently follow up with stakeholders to clear dependencies. Own, escalate, and resolve risk issues promptly, ensuring deal deliverables are met and holding owners accountable by managing implementation issues, escalations, and error resolution. Contribute to the overall Client Implementation process to enable the team to function as one unit and establish timelines to manage documentation requirements. Exhibit ownership of Implementation experience and client satisfaction, staying informed of process updates and internal communication. Demonstrate creative problem-solving and solid judgment/decision-making skills, adhering to policy and procedures and exceeding established Service Level Agreements. Listen actively to clients and ask clarifying questions to fully grasp their needs, maintaining a positive and professional tone throughout calls. Solve problems effectively by identifying clients issues and working collaboratively towards solutions that meet their needs. Be proficient in client-facing skills, including active listening, maintaining a positive and professional tone, and effective problem-solving. Expertly manage products such as Cash/Currency Services, Disbursement Products, Information Services/Products, Payments Products, and Liquidity Services. Required qualifications, capabilities and skills Graduates with minimum of 5 years of experience Project management skills to manage multitude of requirements for a full array of treasury service products Demonstrate problem solving ability through interaction with internal business partners Exceptional verbal and written communications skills. Ability to negotiate and people-oriented skills. Communication is paramount Ability to independently manage conflict and mobilize internal resources to resolve issues Strong interpersonal and relationship building skills Ability to work under pressure and to think laterally and meet deadlines Excellent logical, analytical skills and meticulousness Initiative-taking approach Ability to grasp and learn new products which are currently not in scope Preferred qualifications, capabilities and skills Knowledge of Treasury Service & Commercial Bank Products and Operations will be an added advantage Knowledge of Microsoft Suite of products
Posted 2 months ago
4.0 - 13.0 years
12 - 13 Lacs
Bengaluru
Work from Office
You are a strategic thinker passionate about driving solutions in Onboarding. You have found the right team As an Onboarding Analyst , you will spend each day defining, refining and delivering set goals for our firm. As an Onboarding Analyst - Team Leader within the Incremental Implementations Team (IIT), you will play a pivotal role in delivering exceptional treasury services and cash management solutions to our clients. You will be at the forefront of coordinating and executing the setup of treasury service products and cash management services, ensuring a seamless experience for our clients. Job Responsibilities Serve as the main point of contact for clients, ensuring clear communication and coordination throughout the implementation process. Provide a warm introduction and interview clients based on internal guides to determine what information to request from the client. Manage post-setup activities and support any required training or testing activities. Oversee the setup of treasury service and cash management products, ensuring each step is completed accurately and on time and verify that all client documentation is complete. Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements. Verifying that the product(s) or service(s) are set up and functioning correctly, Manage multiple implementation requests concurrently, ensuring timely and successful delivery for all clients. Coordinate client communication with other Implementation Consultants. Work closely with internal teams, including Sales, Service and Operations, to ensure a smooth and integrated setup process. Identify and resolve any issues that may arise during the implementation process, ensuring minimal disruption to the client experience. Escalate risk issues when they occur in a timely manner. Identifying items which needs Remediation & Amendments, Identifying gaps/exceptions and recommending possible solutions and Identify issues as a result of onboarding missing something on the original request. Uphold our commitment to a best-in-class client experience by delivering high-quality implementations that meet or exceed client expectations. Perform a client satisfaction call post setup and complete the warm transfer to Client Service. Required qualifications, capabilities and skills Graduates with minimum of 5 year of proven experience in a similar role within treasury services, cash management, or a related field. Excellent verbal and written communication skills, with the ability to liaise effectively with internal partners and clients. Strong project management skills, with the ability to juggle multiple requests simultaneously. Ability to independently manage conflict and mobilize internal resources to resolve issues. High attention to detail and a commitment to accuracy. Strong interpersonal and relationship building skills. Ability to work under pressure and meet tight deadlines. A proactive and solution-oriented mindset. You are a strategic thinker passionate about driving solutions in Onboarding. You have found the right team As an Onboarding Analyst , you will spend each day defining, refining and delivering set goals for our firm. As an Onboarding Analyst - Team Leader within the Incremental Implementations Team (IIT), you will play a pivotal role in delivering exceptional treasury services and cash management solutions to our clients. You will be at the forefront of coordinating and executing the setup of treasury service products and cash management services, ensuring a seamless experience for our clients. Job Responsibilities Serve as the main point of contact for clients, ensuring clear communication and coordination throughout the implementation process. Provide a warm introduction and interview clients based on internal guides to determine what information to request from the client. Manage post-setup activities and support any required training or testing activities. Oversee the setup of treasury service and cash management products, ensuring each step is completed accurately and on time and verify that all client documentation is complete. Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements. Verifying that the product(s) or service(s) are set up and functioning correctly, Manage multiple implementation requests concurrently, ensuring timely and successful delivery for all clients. Coordinate client communication with other Implementation Consultants. Work closely with internal teams, including Sales, Service and Operations, to ensure a smooth and integrated setup process. Identify and resolve any issues that may arise during the implementation process, ensuring minimal disruption to the client experience. Escalate risk issues when they occur in a timely manner. Identifying items which needs Remediation & Amendments, Identifying gaps/exceptions and recommending possible solutions and Identify issues as a result of onboarding missing something on the original request. Uphold our commitment to a best-in-class client experience by delivering high-quality implementations that meet or exceed client expectations. Perform a client satisfaction call post setup and complete the warm transfer to Client Service. Required qualifications, capabilities and skills Graduates with minimum of 5 year of proven experience in a similar role within treasury services, cash management, or a related field. Excellent verbal and written communication skills, with the ability to liaise effectively with internal partners and clients. Strong project management skills, with the ability to juggle multiple requests simultaneously. Ability to independently manage conflict and mobilize internal resources to resolve issues. High attention to detail and a commitment to accuracy. Strong interpersonal and relationship building skills. Ability to work under pressure and meet tight deadlines. A proactive and solution-oriented mindset.
Posted 2 months ago
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