500 Corporate Banking Jobs - Page 4

GLBA/CPM/AME/COR : Global Banking Advisory (GLBA) / Credit Portfolio Management (CPM) / Americas (AME) / Corporates (COR) CPM manages GLBA's loan book across geographies with the objective to enhance capital optimization and disciplined portfolio management. Primary role of CPM/AME is to perform end-to-end credit analysis of SG Americas corporate banking clients including but not limited to analysing clients credit worthiness, assigning credit ratings, understanding corporate banking products, recommending risk mitigants, continuous tracking of the banks overall exposure to our clients and ensuring compliance to all applicable regulatory guidelines. Role Description: This position has a focus on Credit Administration function supporting the AMER region of GLBA/CPM in the Corporates vertical. The Credit Admin role in GLBA/CPM Bangalore entails supporting and assisting analysts covering AMER portfolio in performing credit analysis. Key responsibilities include: - Credit Approvals - assisting the credit analysts on Annual reviews and Credit transaction requests o Follow-up with Banks Business Lines (BLs) to (i) initiate renewals and (ii) provide timely approvals on time credit file o Work with BLs to ensure that system-based credit requests are complete prior to submission to senior management o Post approval activities - Ensure the banks reporting system are correctly updated o Delegations: (i) Check delegations for credit requests and ensure that correct approval levels are outlined in the credit applications (ii) Populate the list of people required to approve a credit request from both a credit and policy point of view o Driving improvement in client referential data quality - Financial Spreading and Ratings o Obtain latest financial statements from BLs and save in the shared drives o Upload financial statements to SGs internal financial spreading application and validate as needed. o Ensure that validated financial statement data is flowing correctly into the banks rating tools o Follow up with RISK teams for ratings approvals o Review the Missing / Expired rating report to identify any ratings that need to be renewed and trigger remediation o Alert on exposure without ratings o Update Peer comparison table - Exposure and concentration management: o Outline all existing credit facilities and exposure in the credit application o Maintain Global Exposure Summary Schedule (including Global approval envelopes) on an ongoing basis o Work with BLs to correct exposures / Client groupings. Ensure data accuracy in exposure / concentration applications o Monitor overshoots and assess whether it is an active or a passive overshoot by liaising with the BL o Following up with BLs for status on unpaid / past due exposure and to understand if this is technical or not. Assist Credit analysts in (i) addressing these defaults (ii) provide RISK a valid rationale for clients inability / unwillingness to clear its dues. - Other aspects of the credit process + Transversal activities o Guarantee Analysis - Sourcing of the Guarantee / support documentations from tools / business lines etc. o Assist Credit Analysts with the monitoring of the portfolio o Complete weekly workflow trackers and ensure that the pipeline is up to date. o Regularize credit approvals in systems, as needed. o Assist with deal closing activities o Assist management in ad-hoc projects Profile required Skills - Basic understanding of the credit processes of a global multinational bank - Intermediate financial spreading skills and understanding of accounting (US GAAP and IFRS). - Basic Knowledge of capital markets / traded products, commercial financing facilities and investment banking products. - Advanced knowledge of MS Word, MS Excel, MS PowerPoint - Strong behavioral skills such as ownership, communication skills, negotiation skills, independence, problem solving capabilities - Ability to complete work with minimal or no supervision and accommodate shifting priorities. - English strong written and spoken required Educational Qualifications: Graduate or Postgraduate in Finance Experience Level: (i) Two to five years of experience in credit operations / credit support / middle office (ii) Experience in corporate banking / market risk products of large multinational banks would be an added advantage.

Completion of all KYC formalities according to guidelines and specified timelines Work closely with the Legal, Compliance and Credit teams to obtain relevant information / approvals to facilitate client onboarding and documentation. Support in Legal documentation and transaction closing. Run simulation for profitability calculation. Track NBI in C-profit platform Maintain client data and update Client meetings into the system Acquire and develop specific industry knowledge and sectorial understanding in relation to the clients the bank is working with. Act as a back-up in absence of the Relationship Manager as and when required. Academic Background (degree and major): Graduate / Post-graduate / MBA / CA Relevant Working Experience in number of years: 0-3 Years of work experience Knowledge of Corporate banking Relevant experience with a private sector or MNC Bank Skills Competencies required: Credit, Product and sector knowledge Client-: Ability to listen, adapt to and anticipate client / internal partners needs Building and nurturing long term relationships with clients / internal partners Ability to satisfy client needs while taking into account all possible risks for the company Team spirit-: Ability to listen and share ones views and expertise in an open mode Ability to deal with conflicts proactively and in a positive mode Ability to build synergy within and outside of the team Responsibility-: Ability to express ones convictions and act with courage Ability to make decisions within the scope of ones responsibilities Having a risk mindset Striving for high performance Commitment-: Honoring commitments, fostering a climate of mutual trust and ability to work with colleagues from different background and culture Striving to continuously develop ones competencies and knowledge Innovation-: Ability to propose new ideas and solutions Ability to make ideas and solutions simple ; demonstrating common sense Language Skills: English Computer Skill: MS Office

Relationship Manager-Financial Institutions Group-Correspondent Banking Reporting : Senior Vice President & Head of Correspondent Banking Division-BFIG Correspondent Banking Division: Correspondent Banking Group is a key business unit in Banking & Financial Institutions (BFIG) Team at Kotak Mahindra Bank. It is responsible for relationships with International financial institutions/banks & domestic banks. This department is dedicated to providing excellent product services to its clients through most comprehensive correspondent banking platforms in the industry. Products and financial solutions offered include transactional banking products, lending/ balance sheet support and financial markets solutions. Relationship Management: Responsible for the growth of the portfolio which will be a mix of foreign and domestic banks Nurturing existing relationship to generate business and new to bank relationships. Meeting allocated budget targets across all products like trade finance, Cash Management, INR Vostro, fee and FX. Ensure desired support and services from Nostro partners Audit & Compliance: Ensure the internal compliance requirements are met across all products Co-ordinate with other internal teams of the Bank to ensure start to end delivery of the products and services Work closely with Banks Credit & Risk team to ensure required limits are obtained on Banks. Support & help Kotak subsidiaries for their business requirements in terms of cross -sell. Job Requirements: M.B.A from reputed institutes or C.A or CFA. Overall work experience in banking and financial services of around 5-10 years with hands-on experience of at least 3 years as a business development Relationship Manager / Product Sales Manager sourcing trade, CMS, fx and other liability related products. Sound sales orientation with persistence and drive to break into sticky business. Strong written and oral communication skills to cater to savvy clientele.

Urgent Openings in Private Banking Across Tamil Nadu! Immediate Hiring Freshers & Experienced Multiple Roles Available! Eligibility: Any Graduate / Postgraduate (All Streams Welcome) Freshers & Experienced Candidates Can Apply Top Designations Hiring Now: Assistant Manager Deputy Manager Relationship Manager Personal Banker Branch Relationship Executive (BRE) Bank Officer Business Development Executive (BDE) Sales Officer (SO) Senior Executive Premium Acquisition Manager ...and many more exciting roles in leading private sector banks! Salary & Perks: Monthly Salary: 18,000 - 45,000 Attractive Incentives Based on Performance Fast-Track Growth in Banking Career Job Security + Professional Development Job Locations Include: Chennai | Coimbatore | Madurai | Trichy | Salem | Erode | Tiruppur | Karur | Thanjavur | Tirunelveli | Namakkal | Cuddalore | Villupuram | Pondicherry + Other Major Cities Across Tamil Nadu How to Apply: Send Your Updated Resume via WhatsApp: 9994489324 Subject Line: Private Banking NAUKRI For Queries, Contact HR: Ishwarya Senior HR Call/WhatsApp: 99944 89324 Timing: 9:30 AM to 5:30 PM (Monday to Saturday) Kickstart Your Career in Private Banking Apply Today! Limited Vacancies Dont Miss This Golden Opportunity!

Senior Relationship Officer-Maintains a loan and credit card portfolio that includes gathering relevant financial data and maintaining customer relationships. Responsible for New Business Development activities, dealing with large...

Corporate Client Handling Facilitating Vendor Registration & end to end transaction from digital platforms. Lead from Stakeholders handling operations from Vendor & Corporates

In this profile you will build and manage rapport with Cooperative Banks /Correspondent Bank clients and map their requirement with Bank’s products & services so as to ensure optimum customer acquisition, retention & income generation by offering Required Candidate profile various products & services of the Bank, viz., Assets, Liability, Trade and Cash Management.

Job Title: Corporate Banking (Organization & Strategic Client Acquisition) Experience: 9 to 14 years Industry: Banking, Financial Services & Insurance (BFSI) Sector: Corporate Banking About the Role: We are looking for a strategic and entrepreneurial professional to lead client organization and early market penetration for our Corporate Banking division. This role demands a gatecrasher mind-set someone who thrives on opening new doors, building relationships from scratch, and driving go-to-market (GTM) efforts in untapped or underpenetrated sectors. You will combine deep corporate banking expertise with strong sales and marketing instincts to establish and grow strategic client relationships, particularly with mid to large corporates. Key Responsibilities: Lead client organization and corporate outreach efforts to open new relationships Act as the first point of contact in new sectors/geographies; build initial traction and hand over for scaling Develop and execute go-to-market strategies for corporate finance offerings Identify new business opportunities through industry mapping, network referrals, and proactive engagement Work closely with promoters, CFOs, and decision-makers to position financial solutions Structure proposals and coordinate with internal teams (credit, treasury, product) to close deals Maintain a strong pipeline of prospects and regularly report progress on outreach and origination metrics Represent the firm at industry events, conferences, and networking platforms Key Requirements: 9 - 14 years of experience in Corporate Banking / Corporate Lending / Financial Advisory Strong experience in deal organization, relationship building, and early-stage client acquisition Understanding of credit, risk assessment, and structured finance Demonstrated ability to act as a market opener or business developer in a new vertical or region Excellent communication, presentation, and negotiation skills MBA (Finance) / CA / CFA Entrepreneurial mindset with a self-starter attitude; comfort with ambiguity and building from scratch Preferred Background: Corporate Banking / Mid-Market Lending at ICICI, HDFC, Axis, SBI, Kotak, Yes Bank, HSBC, etc. Financial advisory firms, boutique investment banks, or NBFCs focused on corporate clients Candidates who have led new market initiatives, product launches, or sector-based entry strategies What We Offer: A strategic platform to build new client relationships from the ground up Opportunity to work in an entrepreneurial environment with high autonomy Strong internal support for execution and credit, allowing you to focus on organization

Job Role - Relationship Manager Location-Mumbai/Pune Department - Emerging Enterprise Group Job Description - To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership Key Responsibilities: Develop and execute business strategies to enhance profitability and efficiency within the SME sector. Manage and grow relationships with key SME clients, ensuring their financial needs are met and aligning bank services with their business goals. Lead EEG initiatives that contribute to market leadership and innovation in SME banking. Collaborate with cross-functional teams to develop customized financial solutions that address client-specific challenges. Monitor financial market trends to identify opportunities for new client engagement and services expansion. Ensure compliance with all regulatory requirements and internal policies. Analyze and report on business performance, providing actionable insights to senior management. Educational Qualifications/Key Skills: Educational Background C.A, MBA, Graduate Interpersonal Skills Coordination with multiple teams & multiple activities Share your profiles on omkar.kunsi@hdfcbank.com Mail Title - EEG_Name_Location

We're Hiring: Relationship Manager SME / Mid Corporate / Supply Chain Finance Locations: Delhi, Gurgaon, Noida, Mumbai, Bangalore, Chennai, Ahmedabad, Pune, Hyderabad Industry: Banking | Fintech | Financial Services | NBFC | Investment Banking | Micro Finance Are you a dynamic sales professional passionate about MSME financing and supply chain finance solutions? Join one of India’s leading TReDS (Trade Receivables Discounting System) platforms, dedicated to transforming how Micro, Small, and Medium Enterprises access working capital. About the Company: Our client is a nationally recognized digital platform that facilitates receivables financing for MSMEs through collaboration with large corporate buyers and financiers. As an RBI-licensed TReDS platform, they offer services including invoice and bill discounting, factoring, reverse factoring, and more. Role: Relationship Manager Experience: 4–12 years in Large & Mid Corporate customer acquisition Education: Graduate / MBA Key Responsibilities: Acquire new high-quality corporate clients for India’s top TReDS platform Drive business growth through targeted acquisition and relationship development Conduct research and prospecting to identify and connect with potential clients Develop and present customized solutions to clients at senior levels Collaborate cross-functionally with product, operations, and service teams to deliver superior client experience What We're Looking For: Strong domain knowledge in Invoice / Bill of Exchange (BOE) financing Proven success in B2B sales, especially to mid and large corporates Ability to engage and influence C-level executives

Branch Acquisition Manager-Their role involves finding and research prospective purchase deals .Negotiating the purchase terms and contract, implementing, and finalizing the purchase. It will be a permanent job on the payroll of the bank....

As a Senior Director in the Credit Risk Review Group (CRRG), you will have the key accountability of reviewing and approving credit analysis conducted by junior team members. You will independently conduct end-to-end reviews of individual exposures when necessary. Your role will involve presenting analysis to senior management and peers, providing independent and contrasting views, and leading credit reviews and projects assigned within the CRRG Annual Plan. Additionally, you will support the Head of CRRG in plan development, work with co-Directors on credit review methodologies, and engage in reviews outside of corporate credit. Interface with regulators, manage portfolio monitoring, maintain stakeholder relationships, and produce commentary for senior management and governance committees. You will lead training sessions for the team on corporate credit and leveraged lending, contribute to the personal development of junior team members, and manage projects related to corporate credit. Essential skills for this role include a minimum of 12 years of financial services experience, particularly in investment or corporate banking, and at least 5 years of experience in credit sanctioning, underwriting, or credit risk within a large financial institution. You should also have 5+ years of experience in people management, project leadership, or consulting. Desirable skills and qualifications include expertise in corporate credit analysis, strong organizational skills, professional qualifications in finance or a risk-related discipline, and excellent communication skills. It is preferred that you have knowledge of industry sectors such as Technology/Media/Telecommunications, Industrials, or Natural Resources, and familiarity with credit processes, loan underwriting standards, and credit risk models. Holding senior-level credit approval authority and relevant certifications would be advantageous. The purpose of this role is to support the Risk Function in safeguarding the bank's financial and operational stability by identifying, assessing, mitigating, and monitoring risks across various business units. Your responsibilities include developing strategic risk direction, managing the risk department, and maintaining relationships with risk stakeholders. You are expected to provide expert advice, manage resources, adhere to risk policies, and influence decisions at a senior level. Demonstrating leadership behaviours and upholding Barclays values and mindset are essential for all colleagues in this role.,

Job Vacancy Banking & Payment Gateway Executive (Jalandhar Office) We are looking for a capable and responsible candidate for our company based in Jalandhar to manage our banking affairs and handle applications to third-party payment gateways. Role & responsibilities: Handle communication and coordination with banks and financial institutions. Research and identify suitable third-party payment gateway providers. Prepare and submit application documents to various payment gateways. Ensure successful onboarding by providing complete and accurate documentation. Maintain follow-ups and manage ongoing compliance requirements. Requirements: Strong research and documentation skills. Good understanding of financial processes and KYC/AML compliance. Ability to prepare professional application files with the goal of successful approval. Prior experience in dealing with banks or payment processors is preferred. Preferred candidate profile: If you are confident in your abilities and meet the above criteria, we'd love to hear from you.

About this role: Wells Fargo is seeking a Lead Securities Research Specialist. The role involves working closely with the US Investment Banking team on M&A, corporate finance or capital market transactions, which include activities like preparing pitch books, sector research, opportunity analysis, peer analysis, credit analysis, IPOs and other industry-related materials. In this role, you will: Assist on work streams that form key components of M&A buyside or sellside deal execution and/or, corporate finance or capital market transactions in the Diversified Industrials Sector Develop in-depth understanding of selected few or all sub-sectors within Diversified Industrials including Capital Goods, Automotive, Chemicals, Metals & Mining, Transportation & Logistics, Aerospace & Defense, Forest, Paper & Pulp and Homebuilding & Building Products Assist in preparing pitchbook components including industry overviews, company profiles, management biographies, brokers outlook, share price performance, deal case studies, evolution of industry/peers valuation multiples, possible buyer/seller opportunities, amongst others Assist in equity and debt capital raising (IPOs, follow-on offering, bond issuances etc.) and leveraged underwriting transactions Work on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and sector updates and analyses Work on financial analysis, industry benchmarking and valuation models Develop an understanding of a sectors key performance and valuation indicators and identify key industry and M&A trends and outlook impacting the sector Develop excellent working knowledge of market databases e.g., FactSet, Refinitive, Bloomberg, Dealogic, MergerMarket, etc. Mentor a junior analysts and contribute towards quality checking & day-to-day project management Interact with multiple stakeholders to achieve the desired goal Required Qualifications: 5+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: MBA or Masters in Finance from a premier education institute Up to 12 years of relevant experience Strong inclination towards building a career in Corporate Banking, Investment Banking, Corporate Finance or Capital Markets Good understanding of financial concepts and valuation techniques, fundamentals of accounting, credit metrics, capital structure, financial statement and ratio analysis, amongst others Ability to proficiently use Microsoft Office Applications Power Point and Excel Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders Strong time management skills and attention to detail ensuring high quality of deliverables Strong logical, analytical skills and a systematic problem-solving approach Results driven, accountable and ability to work on multiple projects in a fast-paced environment.

Job Responsibilities New Initiatives / Project Execution Identifying areas with problem statement and structuring solution through digitization alongside partners from OPS/ BIU/ IT teams. Data Cleaning, extracting more relevant data from BIU, Developing with the help of BIU more automated MIS Streamlining Processes to improve TAT Business Support Creating master data and tracking for lead generation/ conversions Improving the product offerings to customers through meaningful tie ups with Fintech Strengthening the tie ups with internal teams lead generation/ tracking Monitoring compliance and partnering with the senior leadership Managing various meetings for understanding the bank (LC) strategy for central implementation of such new strategy/ products RBI Audit/ Central Compliance |Budgeting, Monthly MIS (DIP)| Group Cross Sell |CA Strategy Assisting / Supporting the Business Head Prepare discussion documents, presentations, reports and dashboard Working closely with Regional Head/ Team leads for regular MIS / Updates Perform reviews and present analysis on different product / parameters Education CA / MBA in Finance. Should have 6-9 years of relevant banking experience Must have knowledge of various corporate banking products like DCM, Forex, Trade, CMS Analytical and financial skills | Strong communication(Written and Oral), Eye For detail

Role & responsibilities • Responsible for the origination of Rating Business for the mid/Large Corporate Group in the given region. • Responsible for maintaining and enhancing strong relationship with existing and new client acquisition. • Effectively maintaining relationships with clients, effectively handling client challenges for customized assignments • Identify unrated clients and facilitate them in migrating from unrated domain to rated domain and help them leverage rating for fund raising. • Increases operational efficiency, Sales MIS, CRM updation. • Completion of commitments in due time frame, Situation handling- like unavailability of information from clients, bankers, etc • Reaching target achievement: based on no. of mandates & no. of cases executed. • Maintaining quality of clients acquired & completion of the commitments in the due time frame, competitive intelligence, reporting system efficiency, overseeing growth in business in various states, tracking case completion with rating group on a regular basis. • Meeting quarterly and annual sales revenue targets • Developing business plan including Revenues target, product mix and margin objectives • Meeting & arranging events for Knowledge Sharing with Corporate Clients, Banks & Financial institutions, Merchant Bankers • Maintaining thorough understanding of the clients industry, including industry trends, industry business processes, industry financial measurements and performance indicators, and key client competitors in their industry. • Displaying dedication in meeting the expectations of customers to achieve high level of customer satisfaction Preferred candidate profile Exhibits excellent communication (oral and written), interpersonal and presentation skills. Excellent telephone and net etiquette, Proficient in computer skills (word, excel, PowerPoint), Effective in preparing MIS, presentations, reports /summaries , etc., Ability to work under tight deadlines. Good experience in sales domain Experience in client onboarding and relationship building role and acquiring new clients. Good understanding of debt markets Exhibits thorough Product knowledge & Market knowledge. Exhibits strong conceptual clarity and understanding of credit ratings, rating exercise and its internal processes. Prior experience in handling business development relating to rating/ grading products for Equity Capital Markets and/or Debt Capital Markets (NCD / CP / CD / Structured Finance) Working Knowledge of basic rating / grading products e.g. Corporate Finance Rating / IPO Grading/ Bank Loan Rating/ Mutual Fund Grading Perks and benefits

: 100% open market and field job-Target driven. Acquisition of Saving/Currentaccount from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product frommapped Book- LI/GI/SIP/PL/FD from existing customer Portfolio Work on the Geographical area mapped (Pin Code) and achieveSaving/Current account and cross buy Target Relationship building with Existing customer Job Requirements: Education Qualification Graduation/Post Graduation Bike Mandatory with Valid License 0 to 1 Years of Sales experience /Fresher Age Upto 25 Years

JD Legal Executive Need candidates who have done LLB and have at least four five years experience in attending corporate Banking matters and courts with good drafting knowledge. (Magistrate,DRT,High Court, City Civil Court and related courts). The candidate should be fluent with Arbitration/ DRT/ Civil recovery cases/ SARFAESI Legal Proceedings and Banking recovery matters from defaulters (secured and unsecured loan). Should be well versed in English for drafting and liasoning with the lawyers and attending courts.

Position / Job Title (Proposed) Mid Market - Relationship Manager Designation Function Corporate Banking-Sales Segment Wholesale Bank Division Wholesale Bank Grade M4/M5/M6 Reporting To Senior Relationship Manager- Mid Markets Location Delhi/Mumbai/Gujarat/Bangalore/Chennai/Hyderabad About the Company/Business Mid-Market business unit is part of Wholesale Banking. It provides tailored financial solutions to companies in the turnover range of Rs 500 to Rs 1500 crs. 2) Specification What are the areas (in quantitative terms) the job has an impact on RM in Mid-Market business will be given a small portfolio of existing clients to handle. Majority emphasis is on New Client Acquisition and thus growing the portfolio at a fast pace. RM is also expected to sell Trade, Forex, CMS solutions to clients and cross sell Salary Accounts, Privy and Wealth Banking solutions. Key Deliverables Acquisition of NTB clients Asset & Liability Manage existing portfolio, and grow SOH and CASA book Generate Fee Income & be responsible for account profitability and ensuring minimal delinquency Revenue delivery across products, ensure compliance to banks audits, statutory and regulatory requirements, Develop Relationships and liaise with product and operations teams to provide customers experience of high standards. Relationships External clients Internal clients- BIU, Product, RMs, Leadership Team Qualification and Experience CA/ MBA in finance/Marketing 3-6 Years of relevant banking experience Job Skills RM role in Mid Markets team is an acquisition intensive role. Focus is on New Client Acquisition, in addition to managing existing portfolio of clients. RM needs to be informed of key trends in identified markets and needs to leverage that knowledge when engaging with customers. Anticipate client needs and deliver quick, efficient solutions to ensure clients are happy Must have knowledge of various corporate banking products like Forex, Trade, CMS etc Superior Relationship management skills Analytical and financial skills Strong communication(Written and Oral) skills, Eye For detail

The key responsibilities of the role will be as follows: The role provides an opportunity to work with promoters in the structured finance sector Client facing end to end deal lead business & deal analysis, structuring, drafting term sheets, negotiations Working with credit teams for efficient drafting of credit memos and taking ownership of driving the credit approval process. Working with Service team in execution and disbursement Interacting with various internal and external stakeholders for the successful closure of the deal Job Requirements: Preferably MBAFinance / CAwith 5-10 years of relevant experience Good communication and presentation skills. Analytical and Problem Solving

Position Title Product Manager Subsidy Programs (Will align with Channel Team for Role) Department Business Banking Asset Working Capital Location Mumbai Reporting Relationship Product Manager (Subsidy Programs) Position Grade M5/M6 Purpose of the Position To create and drive programs around subsidy(ies) that aligns with the overall business objectives and equip customer acquisition, create tailored funding solutions incorporating subsidy elements, processing and administering subsidies seamlessly for customers. Create and maintain a conducive environment among various stakeholders, internal and external, building capabilities for the bank to harness subsidy related benefits for Banks customers. Roles and Responsibility Create-Maintain-Update programmes / notes on various Government subsidies at State and Central Level. Processing the Customer requests and maintaining MIS / Reports of requests received / processed / status. Highlight non-adherence or delay in response from stakeholders to immediate superiors for support Adopt and drive best practices / processes to ensure reduction in TAT / Errors / Compliance gaps. Display ownership in handling service requests of customers, providing end to end solutions, improving NPS. Timely action on open applications; period review of open items and refining of processes. Diligently comply to the regulatory practices and Banks processes/protocol; Adopt best practices addressing potential risks. Set goals, subsidy book targets and drive the team to achieve them in a timely way with gradual progress. Take ownership in additional activities to drive team performance. Create Region Specific Content and regular Training and interaction with Front End team(s). Required Qualifications and Experience Education: Graduation or Post Graduation from STEM Fields or equivalent professional certificate with graduate degree. Experience 5+ years of experience in finance domain; preferably from lending domain. Knowledge & Skills: Client FocusKeeps customer as the pivot point of interactions and supports clients in their requirements. TechnologyAdopts technology / applications to suit role requirements and use them proficiently. ResilienceStaying calm and composed and work undaunted towards the goals with focus against challenges. Continuous Improvementself-initiations, open for feedbacks and keenness to learn and improve. Knowledge AcquisitionStudy entire programme notes and schemes and create Key Fact Brochures. Be updated on latest process/policy/developments in the subsidy space and finance domain. Connect with Government/Quasi-Government/Nodal agencies, interact and maintain clarity on the various topics. TeamworkOpenly participate and contribute in team discussions, shares information and maintain cordial relationship with stakeholders. Practice clear and diplomatic communication; follows goal oriented approach and mentor the team members. Negotiation & InfluenceEncourages detailed discussions, analyse opinions and draft impactful resolutions. AutonomyExhibit ownership on the activities of self and the team apart from nurturing the team. Demonstrates self-driven behaviour, punctuality and having accountability towards the functional role by meeting agreed action plans in defined timelines;

Wholesale Banking SME Portfolio Relationship Manager Grade Manager/Senior Manager/Chief Manager About the Business SME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needs Specification What are the areas (in quantitative terms) the job has an impact on PRM will manage existing book. PRM will be doing limit enhancement, renewals and refer new to bank accounts. PRM will own the relationship and be a SPOC for all client needs. PRM will cross sell Trade, Forex and CMS solutions Key Deliverables New To Bank Accounts Growing the current book size Cross Sell Portfolio Profitability and Hygiene Relationships External clients Internal clients- BIU, Product, RMs, Leadership Team Qualification and Experience Graduate Preferably MBA or CA Job Skills Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers Anticipates and analyses client needs and expectations Understands the importance of KOTAK ethics when dealing Understands the importance of and the principles of credit appraisal/risk at Kotak. Understand company financials

Role Name: Department Wholesale Banking Credit Location Mumbai Number of Positions 1 Reporting Relationships Credit Manager Position Grade M4/M5 Preparation of Credit Appraisal notes for SME clients. Discuss with business on Terms and Conditions for risk assessments Discuss with customers for obtention of information for preparation of CRANs. Monitor the accounts based on the terms stipulated by Sanctioning Authority. Prepare Monthly/Quarterly Monitoring Reports for the portfolio. Escalate with action plan for non-compliances. Visit the units and submit inspection reports. Manage and address any escalations related to risk assessments Job Requirements: Experience required for the Job3-6 years in Credit Underwriting for Large Corporates. Experience in Pharma sector credit analysis would be preferred (not mandatory). CA / MBA Good verbal, written communication & presentation skills.

Role Name: Department Wholesale Banking Credit Location Mumbai Number of Positions 1 Reporting Relationships Credit Manager Position Grade M4/M5 Preparation of Credit Appraisal notes for SME clients. Discuss with business on Terms and Conditions for risk assessments Discuss with customers for obtention of information for preparation of CRANs. Monitor the accounts based on the terms stipulated by Sanctioning Authority. Prepare Monthly/Quarterly Monitoring Reports for the portfolio. Escalate with action plan for non-compliances. Visit the units and submit inspection reports. Manage and address any escalations related to risk assessments Job Requirements: Experience required for the Job3-6 years in Credit Underwriting for Large Corporates. Experience in Pharma sector credit analysis would be preferred (not mandatory). CA / MBA Good verbal, written communication & presentation skills.

As a consulting business, customer relationships are at the core of our growth. You will serve as ambassadors at customer sites, fostering the right relationships and trust while delivering high-quality projects, services, and advice. Your skills and capabilities are our most valuable asset. We are looking for aspirational candidates interested in a career in Consulting to join our niche Banking Domain and Practice. In this role, you will support Territory Heads, Delivery Managers, Portfolio and Project Managers, and teams of talented consultants. You will work with Oracle applications, tools, and technology to deliver business-focused solutions for clients. By leveraging your product skills and experience, you will engage in value consulting, solutioning, and transforming complex business requirements into optimal solutions. Your goal will be to achieve successful outcomes for customers, partners, and associates, aiming for client and customer reference ability. Job responsibilities include business analysis for the Banks requirements, guiding teams in preparing functional/business test plans, assisting in functional testing, and contributing independently. You will adhere to Oracle internal processes, collaborate with internal stakeholders, and work with banks and partners for the delivery of Oracle deliverables. The job requirements include a Bachelor's degree in finance domain/business administration/engineering/science, 3-6 years of corporate banking function experience, and a solid understanding of Corporate Banking operations in various markets. Prior Banking/Financial institution experience is a plus, along with familiarity with the Capital Markets industry. You should have experience in business and functional requirements gathering, team management, excellent analytical skills, and customer interfacing for business requirement analysis. Certifications in the BA space such as ECBA, CCBA, CBAP, PMI-PBA are desirable. At Oracle, diversity and inclusion are key aspects of our culture. We are committed to creating an inclusive environment that celebrates diverse insights and perspectives, fostering thought leadership and innovation. Oracle offers competitive employee benefits, including medical and life insurance, retirement planning, and more. As a world leader in cloud solutions, Oracle leverages tomorrow's technology to address today's challenges. We partner with industry leaders across sectors and uphold a culture of integrity and innovation. We believe that true innovation emerges when everyone is empowered to contribute, which is why we are dedicated to fostering an inclusive workforce that provides opportunities for all. Oracle careers offer global opportunities with a thriving work-life balance, competitive benefits, and support for employees to give back to their communities. We are committed to including individuals with disabilities throughout the employment process. If you require accessibility assistance or accommodation, please reach out by emailing accommodation-request_mb@oracle.com or calling +1 888 404 2494 in the United States.,