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2 - 6 years
9 - 14 Lacs
Mumbai
Work from Office
About The Role : Job Title Sales Coverage Support Analyst LocationMumbai, India Role Description DIPL is looking to hire a qualified professional with business-based academic backgrounds to join the global Project Finance team within Corporate Bank. We are looking to recruit a person in the team to play an important role in actively managing the lending portfolio. The candidate will act as a contact for the ongoing credit monitoring, analytics, internal risk and other reporting. Role will involve regular interaction with other offshore teams as well as with CB onshore teams, CRM, finance, RPM etc. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Periodic single transaction or portfolio credit review Assist in processing of amendment and waiver requests, preparation, and submission to Risk of credit modifications Supporting annual project risk rating updates Credit monitoring through the review of all financial covenants and operating performance (e.g. financial models, proforma adjustments, key drivers, etc.) Preparing quarterly Credit Risk Management ("CRM") portfolio review Maintaining various department and industry/sector databases/trackers Maintaining internal portfolio tracking metric Responding to ad hoc internal requests on portfolio composition and exposure Coordinating and working with front office Project Finance team Your skills and experience Bachelors/Masters degree in Economics, Finance or Engineering. Additional certification like Chartered Financial Analyst (CFA) would be a plus 5 or more years experience in total in credit analysis or research Financial Analytical/modelling skills; including Excel & PowerPoint skills Knowledge of IFRS, US/GAAP accounting standards Knowledge of lending legal documentation Experience in analysing project finance transactions is a plus Behavioural skills: Strong communication & presentation skills Desire to work in a fast paced, challenging environment Good problem solving skills Demonstrated flexibility and willingness to work for a global team with intensive international exposure cross multiple time-zones (US, EMEA and APAC) How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs
Posted 2 months ago
4 - 7 years
16 - 20 Lacs
Mumbai, Hyderabad
Work from Office
Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36,000 people, in over 70 countries, dedicated toimproving quality of life. Everyone has an important role to play. With the power of many curious minds, together we can solve the worlds most complex challenges and deliver more impact together. About The Role : A financial modelling expert with a strong ability to develop, maintain, and optimize financial models that drive strategic decision-making and business growth. A strategic analyst who has experience in forecasting financial performance, evaluating investment opportunities, and supporting key financial planning initiatives, ensuring data-driven insights guide business strategy and mergers and acquisitions An individual who can collaborate, coach, and mentor cross-functional teams in leveraging financial models for high-quality decision-making, ensuring accuracy, efficiency, and strategic alignment. A team player who applies analytical rigor, critical thinking, and structured problem-solving to support multiple financial workstreams in a fast-paced, data-driven environment. Job Purpose: The individual will be responsible for creating, maintaining, and refining financial models that assist in strategic decision-making. The individual will analyse financial data, forecast business performance, and assess investment opportunities. Working closely with internal teams, the analyst will ensure financial models are accurate, reliable, and aligned with business goals. The role demands strong financial acumen, data-driven insights, and the ability to communicate findings effectively to management. This role requires a candidate with strong technical and analytical skills, a deep understanding of financial principles, and the ability to drive business impact through accurate and insightful financial modelling. Role accountabilities: Design, build, and maintain dynamic financial models to support business planning, investment analysis, and strategic decision-making. Analyse potential business opportunities, including mergers, acquisitions, and strategic investments, using financial modelling techniques to assess feasibility and financial impact. Develop forecasting models to predict revenue, costs, profitability, and cash flow trends. Conduct variance analysis to compare actual performance against projections and identify key drivers Conduct sensitivity and scenario analysis to evaluate risks and opportunities under different economic conditions, identifying potential financial risks and mitigation strategies. Collaborate with finance, strategy, and operations teams to gather accurate data, validate key assumptions, and ensure the reliability of financial models. Provide financial insights and recommendations to executive leadership, supporting data-driven strategic decisions and long-term planning. Leverage financial modelling software, automation tools, and data visualization techniques to enhance efficiency, accuracy, and accessibility of financial data Ensure financial models adhere to industry standards and best practices, maintaining accuracy, transparency, and regulatory compliance. Desired Knowledge & Experience: Two years + business experience, ideally in a consulting environment. Strong financial modelling skills, including experience with valuation, scenario analysis, and sensitivity analysis. Proficiency in Microsoft Excel (Advanced level) and experience with financial modeling software/tools. Excellent analytical and problem-solving skills with attention to detail and accuracy. Solid understanding of financial statements, accounting principles, and corporate finance concepts. Strong communication and presentation skills to convey complex financial concepts to non-financial stakeholders. Experience in a complex, multi-stakeholder environment. Bachelors/Masters degree in Commerce or Finance, preferably with a background in the Engineering or Infrastructure sectors. Why Arcadis? We can only achieve our goals when everyone is empowered to be their best. We believe everyone's contribution matters. Its why we are pioneering a skills-based approach, where you can harness your unique experience and expertise to carve your career path and maximize the impact we can make together. Youll do meaningful work, and no matter what role, youll be helping to deliver sustainable solutions for a more prosperous planet. Make your mark, on your career, your colleagues, your clients, your life and the world around you. Together, we can create a lasting legacy. Join Arcadis. Create a Legacy. Our Commitment to Equality, Diversity, Inclusion & Belonging We want you to be able to bring your best self to work every day which is why equality and inclusion is at the forefront of all our activities. Our ambition is to be an employer of choice and provide a great place to work for all our people. We are an equal opportunity employer; women, minorities, and people with disabilities are strongly encouraged to apply. We are dedicated to a policy of non-discrimination in employment on any basis including race, caste, creed, colour, religion, sex, age, disability, marital status, sexual orientation, and gender identity. #LI-AR2
Posted 2 months ago
10 - 12 years
20 - 25 Lacs
Noida
Work from Office
We are looking for a skilled professional with 10 to 12 years of experience to join our team as a Manager in the Complex Securities division. The ideal candidate will have a strong background in finance, economics, accounting, or business. ### Roles and Responsibility Manage valuation engagements for financial reporting, tax, and management planning purposes. Develop models to value various financial instruments and study complex business situations using option pricing theory, fixed income, and structured finance models. Assess fair value for complex structures such as private company equity securities, options, warrants, preferred & common stock, performance awards, convertible notes, debt, and related embedded derivatives. Demonstrate strong derivative pricing and financial modeling skills, creating both valuation and financial models based on client's derivative financial assets or operational and financial business plans. Take a steering role in report generation and detailed financial modeling, identifying issues and proposing strategies related to executed procedures. Utilize current technology and tools to enhance service effectiveness, staying updated on current business and economic developments relevant to clients' businesses. Maintain and develop positive, productive, and professional relationships with EY offices globally. Identify business development opportunities and assist Partners and Senior Managers on proposals and new business opportunities, demonstrating teamwork and responsibility with engagement team members. Supervise, develop, and mentor professionals at the Staff and Senior level. ### Job Requirements Postgraduate degree in Finance, Economics, Accounting (CA), or Business with 10-12 years of related work experience. Minimum of 5 years of direct experience utilizing valuation techniques and methodologies such as Discounted Cash Flow (DCF), Income Approach, market comparable, Option Pricing Model, Monte Carlo Simulation, Binomial Lattice, etc., in a business valuation firm or practice, or in venture capital, investment banking, commercial banking, financial research, national valuation firm, or corporate finance role for an organization, preferably for M&A activities. Experience in financial modeling, including building models from scratch in MS Excel and related software is preferred. Computer proficiency with at least one Financial Engineering or statistical software package (e.g., MATLAB, Python, R), MS Excel/VBA, Word, and PowerPoint. Exposure to databases such as Capital IQ, Bloomberg, etc. Willingness and ability to travel when necessary. Preferable achievement in or significant progress towards a CFA, ASA, CPA, or related certification. Project management skills and strong communication and presentation skills are desirable.
Posted 2 months ago
3 - 5 years
10 - 14 Lacs
Bengaluru
Work from Office
We are looking for a highly skilled and experienced Senior Associate to join our team in the Technology, Media & Entertainment (TME) sector. The ideal candidate will have 3-5 years of experience in investment banking. ### Roles and Responsibility Identify deal issues, assess their impact on transactions, and advise on ways to address them. Conduct analysis of transaction risks and develop strategies to mitigate them. Understand transaction structure and provide guidance on structuring issues. Collaborate with cross-functional teams to deliver consulting projects and services across multiple client departments. Develop and implement practical solutions to complex problems using agile and creative approaches. Work closely with market-leading entrepreneurs, game-changers, disruptors, and visionaries to drive business growth. ### Job Requirements Postgraduate degree from a Tier 1 Institute focused on delivering consulting projects in a professional services environment. Strong financial acumen, including financial modeling and concepts, with CFA preferred. Ability to work collaboratively in a fast-paced environment while adhering to commercial and legal requirements. Practical problem-solving skills with the ability to deliver insightful and practical solutions. Agile, curious, mindful, and able to sustain positive energy, with adaptability and creativity in approach. Experience working with EY Parthenon, Strategy, Corporate Finance, Buy and Integrate, Sell and Separate, and Reshaping Results.
Posted 2 months ago
3 - 6 years
17 - 22 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Senior Associate to join our team in Mumbai. The ideal candidate will have 3-6 years of experience in corporate finance, due diligence, statutory audit, FP&A, and financial planning analytics. ### Roles and Responsibility Collaborate with cross-functional teams to provide services across multiple client departments. Deliver insightful and practical solutions to complex problems using a practical approach. Work closely with market-leading entrepreneurs, game-changers, disruptors, and visionaries. Utilize strong analytical and problem-solving skills to drive business growth. Develop and maintain strong relationships with clients and stakeholders. Stay up-to-date with industry trends and developments to improve decision-making. ### Job Requirements CA or MBA Finance degree from a reputable institution. Proven experience in corporate finance, due diligence, statutory audit, FP&A, and financial planning analytics. Strong knowledge of capital agenda framework and its applications. Excellent communication and interpersonal skills. Ability to work collaboratively in a fast-paced environment. Strong analytical and problem-solving skills.
Posted 2 months ago
1 - 3 years
15 - 19 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Associate to join our team in Mumbai. The ideal candidate will have 1-3 years of experience, a strong background in valuation, modeling, and economics, with excellent analytical and communication skills. ### Roles and Responsibility Conduct data analysis, financial analysis, and modeling to support business decisions. Develop and maintain complex financial models to forecast revenue and expenses. Collaborate with cross-functional teams to identify and prioritize business opportunities. Provide expert advice on valuation, risk management, and investment strategies. Analyze market trends and develop recommendations for portfolio optimization. Develop and maintain relationships with key stakeholders to drive business growth. ### Job Requirements Strong understanding of financial concepts, including accounting, finance, and economics. Proficient in Microsoft Excel, Word, and PowerPoint. Excellent analytical, problem-solving, and communication skills. Ability to work in a fast-paced environment and meet deadlines. Strong attention to detail and ability to manage multiple projects simultaneously. Experience working with Big 4 CA firms or reputable Investment Banks is preferred. Qualification: CA/MBA.
Posted 2 months ago
2 - 7 years
4 - 8 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Chartered Accountant with 2 to 7 years of experience to join our team as an Associate in Transaction Diligence, based in Mumbai. ### Roles and Responsibility Conduct analysis of transaction risks and develop mitigation strategies. Analyze historic and current financial information to identify trends and opportunities. Provide expert advice on transaction diligence to clients. Collaborate with cross-functional teams to deliver high-quality services. Develop and maintain strong relationships with clients and stakeholders. Stay up-to-date with industry developments and best practices in transaction diligence. ### Job Requirements Strong knowledge of accounting principles and financial regulations. Excellent analytical and problem-solving skills. Ability to work effectively in a fast-paced environment and meet deadlines. Good communication and interpersonal skills. Experience in transaction diligence and risk management. Strong attention to detail and organizational skills. Qualification: Chartered Accountant.
Posted 2 months ago
1 - 3 years
16 - 20 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Senior Associate to join our team in Mumbai. The ideal candidate will have 1-3 years of experience in valuation, modeling, and economics. ### Roles and Responsibility Develop and maintain complex financial models using Excel, Word, and PowerPoint. Conduct market research and analysis to support business decisions. Provide analytical and problem-solving skills to drive business growth. Collaborate with cross-functional teams to achieve business objectives. Build and maintain strong relationships with clients and stakeholders. Stay up-to-date with industry trends and developments. ### Job Requirements CA or MBA from a premier institute with a good academic background. Strong financial modeling skills, including experience building models from scratch. Excellent communication and report writing skills. Ability to thrive in unstructured situations and work collaboratively. Advanced knowledge of MS Excel, Word, and PowerPoint. Experience working with Big 4 CA firms or reputable Investment Banks is preferred.
Posted 2 months ago
1 - 5 years
16 - 20 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Associate-National-SaT-SaT to join our team in Mumbai. The ideal candidate will have 1-5 years of experience. ### Roles and Responsibility Collaborate with clients to provide services across multiple departments while adhering to commercial and legal requirements. Develop and deliver insightful and practical solutions to complex problems using financial modeling and presentation skills. Work closely with market-leading entrepreneurs, game-changers, disruptors, and visionaries to achieve business objectives. Utilize knowledge of fund raise and restructuring to drive business growth and improvement. Deliver high-quality results through effective project finance and infrastructure management. Apply understanding of corporate finance, buy and integrate, sell and separate, and reshaping results to optimize business outcomes. ### Job Requirements MBA from a premier institute (Tier-I Indian B-school) with a strong academic background and high scores in finance/economics and management subjects. CA qualification is required. Possess technical skills in financial modeling, valuation, and transaction diligence. Demonstrate excellent presentation skills and the ability to communicate complex ideas effectively. Exhibit strong analytical and problem-solving skills with a practical approach to solving issues. Ability to work collaboratively in a fast-paced environment with a focus on delivering exceptional client service.
Posted 2 months ago
2 - 4 years
8 - 12 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced professional to join our team as an Associate-CHS-SaT-SaT - TCF - Lead Advisory-Core in Mumbai. The ideal candidate will have 2-4 years of experience. ### Roles and Responsibility Identify deal issues, assess their impact on the transaction, and advise on ways to address them. Conduct analysis of transaction risks and develop strategies to mitigate them. Understand transaction structure and provide guidance on structuring issues. Collaborate with cross-functional teams to deliver high-quality services across multiple client departments. Develop and implement practical solutions to complex problems, delivering insightful and actionable recommendations. Work closely with market-leading entrepreneurs, game-changers, disruptors, and visionaries to drive business growth. ### Job Requirements MBA from a premier institute (Tier-I Indian B-school) with a strong academic background and high scores in finance/economics and management subjects. 2-4 years of experience in a related field. Strong understanding of consumer products and healthcare sectors. Excellent analytical and problem-solving skills, with the ability to work collaboratively and communicate effectively. Ability to adapt to changing priorities and deadlines in a fast-paced environment. Strong knowledge of strategy, corporate finance, buy and integrate, sell and separate, and reshaping results.
Posted 2 months ago
12 - 15 years
20 - 25 Lacs
Noida
Work from Office
We are looking for a skilled professional with 12 to 15 years of experience to join our team as an Associate Director in Lead Advisory, responsible for providing tactical and strategic advice to clients. The ideal candidate will have a strong background in corporate finance and excellent communication skills. ### Roles and Responsibility Lead a team of professionals managing the entire M&A (buy or sell side) deal cycle, from origination to closure. Collaborate with other service lines to deliver integrated transaction advisory services. Participate actively in building an industry-focused and niche M&A Lead Advisory practice. Drive the implementation of L&D priorities in the team. Provide expertise and market insights to enhance the firm's reputation as a leader in Strategy and Transactions. Manage client meetings and visits, and conduct bilateral discussions. ### Job Requirements MBA (Finance), Certified Financial Analyst, or Chartered Accountant. 12-15 years of front-end M&A exposure working in Investment Banking or Equity research engagements handling end-to-end M&A deals/projects independently. Demonstrated ability to manage and deliver key deliverables specifically in the healthcare sector. Strong analytical, communication, and interpersonal skills, with a focus on client relationship management. Strong understanding of financial modeling and company valuation techniques. Expert knowledge of research databases such as Capital IQ, One Source, Factiva, Thomsonone, etc. Project management skills and team management skills are desirable. Exposure to tools like Gen AI, VBA, PowerBI is an added advantage.
Posted 2 months ago
3 - 4 years
25 - 30 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Assistant Manager to join our team in Mumbai. The ideal candidate will have 3-4 years of experience in undertaking secondary research, analyzing data, and providing insights. ### Roles and Responsibility Conduct qualitative and quantitative research to analyze financial performance and provide business opportunities. Synthesize data on financial performance, relative market position, and outlook to present business opportunities through objective research and sound judgment. Collaborate with multiple client departments to provide services while following commercial and legal requirements. Deliver insightful and practical solutions to complex problems using a practical approach. Work collaboratively with cross-functional teams to achieve business objectives. Develop and maintain strong relationships with clients and stakeholders. ### Job Requirements Minimum 3-4 years of experience in covering Indian financial service sector (Banks, NBFCs, Insurance, and Fintech). Strong understanding of the Indian BFSI sector and its trends. Ability to work in a fast-paced environment and meet deadlines. Excellent communication and interpersonal skills. Strong analytical and problem-solving skills. Ability to think critically and make informed decisions.
Posted 2 months ago
1 - 3 years
16 - 20 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Senior Associate to join our team in Mumbai. The ideal candidate will have 1-3 years of experience in valuation, model development, and economics. ### Roles and Responsibility Develop and maintain complex financial models using Excel, Word, and PowerPoint. Conduct market research and analysis to support business decisions. Create data visualizations and reports to communicate insights to stakeholders. Collaborate with cross-functional teams to drive business growth and improvement. Analyze financial data to identify trends and opportunities for optimization. Provide expert advice on valuation, modeling, and economics to clients. ### Job Requirements CA or MBA from a premier institute with a strong academic background. Proven experience in financial modeling, including building models from scratch. Advanced knowledge of MS Excel, Word, and PowerPoint. Excellent analytical and problem-solving skills. Strong communication and interpersonal skills. Ability to work collaboratively in a fast-paced environment. Preference given to candidates who have worked with Big 4 CA firms or reputed Investment Banks.
Posted 2 months ago
1 - 3 years
16 - 20 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Senior Associate to join our team in Mumbai. The ideal candidate will have 1-3 years of experience in valuation, modeling, and economics. ### Roles and Responsibility Develop and maintain complex financial models using Excel, Word, and PowerPoint. Conduct market research and analysis to support business decisions. Collaborate with cross-functional teams to deliver high-quality results. Provide expert advice on financial planning and analysis to clients. Build and maintain strong relationships with clients and stakeholders. Stay up-to-date with industry trends and developments in valuation, modeling, and economics. ### Job Requirements CA or MBA from a premier institute with a good academic background. Strong financial modeling skills, including experience building models from scratch. Excellent communication and analytical skills, with the ability to work in a fast-paced environment. Proficient in MS Excel, Word, and PowerPoint, with advanced knowledge of data analysis and financial modeling. Ability to thrive in relatively unstructured situations and adapt to changing priorities. Experience working with Big 4 CA firms or reputable Investment Banks is preferred.
Posted 2 months ago
2 - 7 years
4 - 8 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Chartered Accountant with 2 to 7 years of experience to join our team as an Associate in Transaction Diligence, based in Mumbai. ### Roles and Responsibility Conduct analysis of transaction risks and develop mitigation strategies. Analyze historic and current financial information to identify trends and opportunities. Provide expert advice on transaction diligence to clients. Collaborate with cross-functional teams to deliver high-quality services. Develop and maintain strong relationships with clients and stakeholders. Stay up-to-date with industry developments and best practices in transaction diligence. ### Job Requirements Strong knowledge of accounting principles and financial regulations. Excellent analytical and problem-solving skills. Ability to work effectively in a fast-paced environment and meet deadlines. Good communication and interpersonal skills. Experience working with large datasets and performing complex data analysis. Strong attention to detail and ability to manage multiple tasks simultaneously. Qualification: Chartered Accountant. Experience: The candidate should have strong statutory audit experience and exhibit good growth potential in a transaction environment, having been part of the audit and assurance practice of Big 4 CA firms.
Posted 2 months ago
3 - 8 years
11 - 15 Lacs
Kolkata
Work from Office
We are looking for a highly skilled and experienced professional with 3 to 8 years of experience to join our team as an Executive-GOV-SaT-SaT - TCF - Lead Advisory-Project Finance in Kolkata. ### Roles and Responsibility Collaborate with cross-functional teams to deliver high-quality services across multiple client departments. Develop and implement effective solutions to complex problems using practical and insightful approaches. Work closely with clients to understand their needs and provide tailored advice and support. Conduct thorough analysis and modeling to inform strategic decisions. Build strong relationships with key stakeholders, including clients, colleagues, and industry partners. Stay up-to-date with industry trends and developments to continuously improve skills and knowledge. ### Job Requirements Master's degree in Urban Planning from a premium institution. Minimum 3 years of experience in a related field, preferably in government or public sector transactions services. Strong understanding of urban planning principles and practices. Excellent communication and presentation skills, with the ability to work effectively with diverse groups. Ability to work collaboratively in a fast-paced environment, focusing on delivering results and meeting deadlines. Strong analytical and problem-solving skills, with proficiency in relevant tools and technologies.
Posted 2 months ago
1 - 3 years
15 - 19 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Associate to join our team in Mumbai. The ideal candidate will have 1-3 years of experience in valuation, modeling, and economics. ### Roles and Responsibility Conduct data analysis, financial analysis, and modeling to support business decisions. Perform market research, including primary and secondary research, to identify trends and opportunities. Develop and maintain complex financial models using advanced Excel skills. Analyze and interpret large datasets to provide insightful solutions. Collaborate with cross-functional teams to achieve business objectives. Provide expert advice on valuation, modeling, and economics to clients. ### Job Requirements CA/MBA degree with a strong academic record. Proven experience in valuation, modeling, and economics. Excellent analytical, problem-solving, and communication skills. Strong proficiency in MS Excel, Word, and PowerPoint. Ability to work in a fast-paced environment and adapt to changing priorities. Experience working with Big 4 CA firms or reputable investment banks is preferred.
Posted 2 months ago
14 - 24 years
32 - 40 Lacs
Kolkata, Lucknow, Ahmedabad
Work from Office
12+ Yrs of Post qualification experience in IGAAP, Taxation, Budgeting, Payables, Revenue accounting, Treasury, AOP, P&L, CAPEX. Will develop & maintain all necessary financial controls, systems and processes to ensure efficient financial management Required Candidate profile Should have a fair understanding of the business and must have good people management skills.
Posted 2 months ago
5 - 10 years
5 - 13 Lacs
Mohali, Chandigarh
Work from Office
Job Name -RM-EEG Job Title : RM-EEG Business Unit: Emerging Enterprises Group Team : Emerging Enterprises Group Reports to (job) : Territory Head Location of role : Chandigarh, Mohali, Job Function : Sales Role Type: Individual contributor Travel Required: Moderate candidate should be comfortable in travel for work in assigned location. Education Qualification-: BCom/BBA/MBA Finance/Chartered Accountant Qualification. Note-: Local candidates who has experience in Working capital lending, banking, acquisiton & managing relationships with mid corporate clients are preferred Job Purpose To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership. Key Responsibility Areas : Branch Management Actionable 1 Plan the branch visits detailing the coverage every week 2 Meeting the branches during the morning meeting - every branch once a month 3 4 5 Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls Planning the catchment area activity/scoping for lead generation/joint call Ensure RM/PB activation from the activities above and review of branch performance/resource wise performance/review with CH as and when required. 6 7 8 Creating excitement in branches/spot sanctions/contests/recognition program Check CRM daily and review the leads/update follow up leads/with dates Document branch meeting through Cogent/mails Lead generation/logins 1. Planning the above so that it translates into 2 calls per day/2 appointments per day 2. Send the communication to the customer on documents required 3. Follow up the on the calls made for documents/arrange for pickup of documents 4. Check for completeness of documents 5. Go through the Financials/bank statements for churn/bounces/interest servicing Classification - Confidential Classification - Confidential 6. Collection of property documents for legal/valuation - check for completeness chain docs etc. 7. KYCs 8. List down the points to be clarified from the customer 9. Fill in the FAQs post discussion with the customer 10. SPE updation 11. Submission of file to ops for scanning 12. Submission of docs for legal/valuation 13. Co-ordination with customer/valuer 14. Buyer/supplier ref check -----> Ref leads Cross Selling Renewals 1. To be the one-stop shop for each of our EEG clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer. 2. Monitor and track Leads. 1. List down the renewals every month for the next two months 2. Work on the renewals in advance 3. Mail to the respective customers on docs required for renewal 4. Follow up weekly twice for docs 5. Arrange for collection of documents 6. Check the documents for completeness 7. Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos 8. Speak to the customer for addressing issues/aberrations 9. SPE 10. Hand over to ops for scanning 11. follow post login formalities 12. For renewals overdue and having genuine delay put up for extensions CAM conditions review/OBA review 1. Churn review for OBA once a month Classification - Confidential Classification - Confidential 2. Conditions review once a month 3. If OBA waiver required/check for justification/check for churn/put up to the authority 4. If not inform the customer on closure of OBA/levy of 2% penalty 5. Same for CAM conditions Call Memos 1. List down the call memos due for the quarter 2. Review of ASR/ACR/cam conditions/deferrals for the customers 3. Meet the customer and understand the business/issues if any 4. Upload the call memos in shock and awe for endorsement/noting Portfolio Management and Housekeeping (HK) Stock insurance/property insurance 1. Reduce HK. 2. Closure of critical and high aging items 1. Communicate the premium to the customer after listing down the pendency 2. Collect docs if required 3. Submission to OPS Delinquency management 1. Depending upon severity of each case - Customer Call for servicing Interest. 2. Email communication to Branch & customer 3. Personal Visit to Customer / Joint Visit with Credit Manager; 4. Rigorous follow-up Complaints : CRM / MD / PNO / CRO 1. Analyze complaint 2. Seek resolution post discussing with Customer Educational Qualifications Key Skills Educational Background C.A, MBA, Interpersonal Skills Graduate Coordination with multiple teams & multiple activities Ability to work under pressure. Experience Required: Classification - Confidential Classification - Confidential Total Work experience 1-3 years Major Stakeholders Branch Banking Team Operations Product Team Credit Classification - Confidential
Posted 2 months ago
3 - 5 years
8 - 12 Lacs
Bengaluru
Work from Office
Skill required: Client Financial Management - Financial Analysis Designation: Client Financial Mgmt Analyst Qualifications: Master of Business Administration Years of Experience: 3 to 5 years What would you do? Client Financial Management (CFM) is responsible for delivering business advisory services to Accenture client teams throughout the lifecycle of a contract. Our professionals are accountable for driving financial health and improved business results by providing analysis and advice to internal Accenture client leads. CFM's primary corporate finance activities include accurate forecasting and reporting, cash flow optimization, and financial analysisQualification-CA, CMA, MBA FPAN, Description-Responsible for financial management - including budgeting & forecasting, contract profit & loss management and advisory services to client and corporate leadership teamsDesign and implementation of tools and processes which enable the client to perform financial analysis of its statements. Involves the ability to assess materiality and volatility of financial statement line items and key metrics utilizing financial ratios to determine the financial health of the company. What are we looking for? . As a Client Financial Management Analyst, you might spend your day Participating in the new business process through deal shaping and the development of opportunity pricing Recommending and implementing business changes to leverage emerging technologies and enable efficiencies across the Finance organization Diagnosing financial drivers and leveraging analytics to make recommendations to key stakeholders Leading forecast reviews with senior leadership and advising on monthly results, variances to plan, and risk management strategies Developing innovative solutions to overcome complex revenue and profitability challenges Analyzing and forecasting cash conversion expectations to optimize cash flow Coordinating monthly accruals to drive accurate revenue recognition and expense activity Executing Internal Controls and confirming compliance with U.S. GAAP and Accenture finance policies and local statutory requirements Participating and leading initiatives, focusing on collaboration and inclusion within CFM and the local Finance Community Excellent communication (written & oral), interpersonal and organizational skills Ability to work independently and as a team member Demonstrated leadership skills Good knowledge of U.S. GAAP and Sarbanes-Oxley Strong Excel skills, including an understanding of Pivot Tables and VLOOKUP/SUMIF functions Experience performing budgeting and forecasting functions Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Master of Business Administration
Posted 2 months ago
3 - 5 years
8 - 12 Lacs
Bengaluru
Work from Office
Skill required: Client Financial Management - Financial Analysis Designation: Client Financial Mgmt Analyst Qualifications: Master of Business Administration Years of Experience: 3 to 5 years What would you do? Client Financial Management (CFM) is responsible for delivering business advisory services to Accenture client teams throughout the lifecycle of a contract. Our professionals are accountable for driving financial health and improved business results by providing analysis and advice to internal Accenture client leads. CFM's primary corporate finance activities include accurate forecasting and reporting, cash flow optimization, and financial analysisQualification-CA, CMA, MBA FPAN, Description-Responsible for financial management - including budgeting & forecasting, contract profit & loss management and advisory services to client and corporate leadership teamsDesign and implementation of tools and processes which enable the client to perform financial analysis of its statements. Involves the ability to assess materiality and volatility of financial statement line items and key metrics utilizing financial ratios to determine the financial health of the company. What are we looking for? As a Client Financial Management Analyst, you might spend your day Participating in the new business process through deal shaping and the development of opportunity pricing Recommending and implementing business changes to leverage emerging technologies and enable efficiencies across the Finance organization Diagnosing financial drivers and leveraging analytics to make recommendations to key stakeholders Leading forecast reviews with senior leadership and advising on monthly results, variances to plan, and risk management strategies Developing innovative solutions to overcome complex revenue and profitability challenges Analyzing and forecasting cash conversion expectations to optimize cash flow Coordinating monthly accruals to drive accurate revenue recognition and expense activity Executing Internal Controls and confirming compliance with U.S. GAAP and Accenture finance policies and local statutory requirements Participating and leading initiatives, focusing on collaboration and inclusion within CFM and the local Finance CommunityExcellent communication (written & oral), interpersonal and organizational skills Ability to work independently and as a team member Demonstrated leadership skills Good knowledge of U.S. GAAP and Sarbanes-Oxley Strong Excel skills, including an understanding of Pivot Tables and VLOOKUP/SUMIF functions Experience performing budgeting and forecasting functions Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Master of Business Administration
Posted 2 months ago
2 - 6 years
5 - 10 Lacs
Noida
Work from Office
Preparation of Strategic Financial Plans : Develop both annual and long-range financial plans for the business, aligning with the companys overall goals and strategies. Collaboration with Stakeholders : Work closely with different functions to gather necessary information and prepare financial plans. Ensure that actual performance is continuously evaluated against the planned objectives. Rolling Forecasts : Regularly update financial forecasts in response to changing business conditions and actual performance, ensuring that future projections are accurate and aligned with company objectives. Key Reporting (MIS & Dashboards) : Prepare weekly and monthly Management Information reports to support decision making and highlighting deviations from the plan. Developing interactive dashboards that provide senior management with key performance metrics. Opex Analysis: Monitor operational expenses against the approved budget, identifying opportunities for cost optimization and suggesting areas for expense reduction. Product Pricing: Collaborate with different functions to determine product pricing. Evaluate various price points based on different return scenarios and prepare comprehensive presentations for pricing approvals from the Board or Technical Committee. Volume Analysis : Analyze sales and operational volumes, providing insights and actionable recommendations to help drive business growth and improve performance. Board Deck Preparation : Develop comprehensive, high-level board presentations that summarize financial performance, key business developments, performance against budget and other critical metrics. Support for Financial Analysis : Provide ad-hoc support for various financial analyses, helping the finance department with reports, presentations, and any other financial requirements. Support for Finance Department Projects : Assist with various projects led by the finance department, contributing to the development and execution of financial strategies, processes, or systems Skills • Strong Financial Modelling Skills - Ability to create complex financial models • Good understanding of operational accounting • Commercial Acumen and Strong Analytical skills • Effective communication skills and hands on in preparing PPT presentations • Prior experience in FP&A role will be and added advantage • India GAAP accounting and IFRS
Posted 2 months ago
15 - 25 years
17 - 27 Lacs
Bengaluru
Work from Office
Project Role : Sales Origination Practitioner Project Role Description : Orchestrate and lead the entire origination process for a cross-client, cross service-group deal working with the CAL, the client team and relevant subject matter experts. Must have skills : Sales Pursuit Management Good to have skills : NA Minimum 15 year(s) of experience is required Educational Qualification : BE Summary :Lead and orchestrate the entire origination process for a cross service-group deal, working with the CAL, the client team, and relevant subject matter experts.Roles and Responsibilities:Develop and maintain relationships with key stakeholders, including clients, partners, and internal teams.Identify and pursue new business opportunities, leveraging expertise in ServiceNow applications.Collaborate with cross-functional teams to develop and deliver compelling proposals and presentations that meet client needs and drive revenue growth. Professional & Technical Skills:Must To Have Skills:Expertise in ServiceNow.Good To Have Skills:Knowledge of Customer service /Helpdesk applications.Strong understanding of sales origination processes and techniques.Excellent communication and interpersonal skills, with the ability to build and maintain relationships with key stakeholders.Proven track record of driving revenue growth through successful deal origination.Ability to work collaboratively with cross-functional teams to develop and deliver compelling proposals and presentations. Additional Information:The candidate should have a minimum of 15 years of experience in Sales , Delivery and Customer facing engagements. The ideal candidate will possess a strong educational background in business, marketing, or a related field. This position is based at our Pune, Bangalore,Mumbai,Gurgaon office. Qualifications BE
Posted 3 months ago
3 - 7 years
4 - 9 Lacs
Gurugram
Work from Office
To provide financial costing, pricing and deal shaping support to our Sales team for our large and complex Global opportunities. Qualifications Key Responsibilities: Perform analytical reviews of client budget and identify missing information. Prepare schedules for open issues and propose an action plan to address shortfalls in readiness for Accenture deal approval Work with deal teams to use the costing information above in conjunction with knowledge of the deal shape/commercial parameters to calculate the price and margin using internal pricing tools. Assist deal teams with analysis of above to understand risks, provide mitigation and identify opportunities for a client, Accenture, and other stakeholders. Analyze financial impact accordingly. Understand and work within the ambit of US GAAP policies and ensure a clear understanding of risks and opportunities of deal shape when overlaid by each stakeholders regulatory environment. Co-ordinate with the tax and legal team to assure Client and Accenture tax efficiency and legality in instances of resource transfer, asset transfer, asset purchase, leasing, resale, subcontractors etc. Present the above financial context to the Sales Leads, Finance leads and other stakeholders to influence outcomes of deal shaping & client negotiations and assist with decision making Escalate, if required, deals with poor financial metrics and work with teams for those deals to improve the quality of the financial attributes before moving forward Commitment to thought leadership and continuous learning by regularly contributing to CDTS knowledge capital.Basic Qualification:CA, CMA, MBA (Finance), Commerce PostgraduatesGood to have Skills: Good to have awareness of Corporate Finance strategies tools and techniques including Financing alternatives including equity and debt financing techniques -Capital and debt markets -Entity valuation techniques -Shareholder Value and EVA diagnostic -Investment appraisal -Cost baselining and due diligence -Option; US GAAP and local GAAP Working knowledge of -Accounting for business combinations e.g. acquisitions affiliates. -Asset purchase or lease accounting including capitalization issues -Principal vs. agent -Revenue recognitionWhat to expect: A network of global communities and collaborative culture that will help you build technical and functional skills and capabilities along with valuable industry-specific expertise. Ample opportunities to deepen & sharpen your existing skills and be a better professional as you help support the latest technology trends fueled by innovative commercials models. Access to leading-edge technology A friendly team and work culture who believes in Work Smart & Party Hard.
Posted 3 months ago
5 - 10 years
19 - 22 Lacs
Gurugram
Work from Office
Job Title - GN Transaction Advisory (M&A PE) Strategy Manager Management Level: Manager Location: Bangalore, Gurgaon and Mumbai Must have skills :M&A/Private Equity (full deal lifecycle-Pre + post deal) Good to have skills: M&A/Private Equity (full deal lifecycle-Pre + post deal) Job Summary :As a Manager you should Lead day-to-day execution of complex consulting projects for Private Equity and Corporate clients across Pre-Deal phase, Deal Execution phase and Value Creation / Scaling of Portfolio/Target companies. Ensure timely, high-quality delivery to clients through effective team management; define deliverables; prioritize and set deadlines. Roles & Responsibilities: Project Delivery: Lead day-to-day execution of complex consulting projects for Private Equity and Corporate clients across Pre-Deal phase, Deal Execution phase and Value Creation / Scaling of Portfolio/Target companies. Ensure timely, high-quality delivery to clients through effective team management; define deliverables; prioritize and set deadlines. Business Development: Identify and convert client opportunities by building relationships with Global PE/M&A Leadership, Client Account Teams, and Client stakeholders in PE/Corporates across geographies. Support RFP discussions, prepare proposal documents and deliver Client Orals working closely with Accenture Bid Managers and Client Account Leads Harness extensive knowledge combined with an integrated suite of methods, people and assets to help account teams to originate new projects/extensions. Practice Development: Contribute to the development of new assets / IP, thought capital and POVs/Offerings raising the profile of your team and the firm leading to demand generation. Conduct and facilitate Brown Bag sessions, direct/indirect mentoring and dissemination of knowledge to upskill fellow team members and attend trainings / get certified on emerging concepts to stay relevant in the market Professional & Technical Skills: Experience of M&A Deal Advisory including Commercial Due diligence, Sector/Firm Research, Target Screening, Post Merger Integration, Separation Planning and Execution, Portfolio Value Creation, PortCo Growth Strategy, PortCo ESG Strategy, PortCo Technology Transformation, Outsourcing. Also, experience in Tech M&A, including Technology Due Diligence, Platform/Digital Due Diligence, Technology Landscape Assessment, Technology Integration, Technology Separation Deep industry experience in one or more of the following industries CMT, Financial Services, Resources, Healthcare/Life Sciences, Consumer Goods & Services or Retail Experience of developing Assets, Accelerators, POV/Thought Leadership based on research. Ability to work independently with Entrepreneurial mindset of growing the PE/M&A Consulting team and tenacity to deliver challenging targets. Additional Information: - NA Qualifications Experience: Min. 6 + years hands-on experience of working in a Private Equity or a top-tier Management Consulting firm, advising Private Equity/Corporate clients on transaction lifecycle Educational Qualification: MBA from a tier 1 institute
Posted 3 months ago
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