49 Debt Market Jobs - Page 2

: Job Title: TAS Client Service Specialist Location: Mumbai, India Corporate TitleAnalyst Role Description The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover European working hours supporting the EMEA business Corporate title will depend on the relative experience of candidate. OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusinessTrust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Supporting the Corporate Trust EMEA business across a portfolio of products and services including Debt Capital Markets bonds and programme debt, liability management, project finance, asset repackaging vehicles and escrows Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties and investors as necessary Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Interact daily with operations teams to support all debt servicing requirements including query management and resolution Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience You will have some, but not necessarily all of the following: Relevant experience in a similar role in investment banking or corporate banking administration A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential Additional European language skills including German, Spanish, Italian, French and Russian would be beneficial but not essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar How well support you

: Job Title TAS Client Service Specialist LocationMumbai, India Corporate TitleAssociate Role Description The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover European working hours supporting the EMEA business Corporate title will depend on the relative experience of candidate. OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader incash management,trade finance & lending,securities services and Trust & Agency Services. Focusing on the treasurers and finance departments ofcorporate and commercial clients and financial institutionsacross the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusinessTrust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Supporting the Corporate Trust EMEA business across a portfolio of ABS/MBS/ABCP deals within Structured Finance vertical Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties to ensure accurate and timely maintenance of deal portfolios and facilitating all necessary payment and reporting obligations Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Ensuring daily accuracy of all Structured Finance deal portfolios, including loading new assets & maintain existing collateral, swap & liability data in relevant applications, enabling client services account managers to run hypothetical trading scenarios on a timely basis Assistance in the preparation of periodic cash manager, investor and payment date reports and respond to any corporate action event requirements Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience Relevant experience in a similar role in investment banking or corporate banking administration Experience in ABS/MBS administration A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential Additional European language skills including German, Spanish, Italian, French and Russian would be beneficial but not essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

JOB DESCRIPTION: Preparation and ongoing maintenance of transaction synopses, with regular monitoring of material events and critical developments per transaction. Coordination with cross-functional teams (Legal, Compliance, and Accounts) to ensure seamless transaction execution, regulatory compliance, fee realization, and workflow integrity. Monitoring of interest payments and conducting timely follow-ups with clients and statutory bodies in compliance with SEBI regulations and contractual obligations. Management of the ERP system, including uploading transaction documentation, maintaining payment schedules, confirming payments, and recording execution-related entries. Facilitation and coordination of document execution with counterparties, POA holders, trustees, and authorized internal signatories. Processing and settlement of invoices related to POA and transaction-related services, ensuring proper documentation and authorization. Monitoring of shareholding patterns and coordinating associated fund transfers in accordance with legal and financial requirements. Preparation and issuance of No Objection Certificates (NOCs) for property transfers, partial/full redemptions, refinancing, satisfaction of charges, and related activities. Maintenance of a custody register for executed documents across designated custodial entities, office locations, and other secured repositories. Execution and administration of share pledging and unpledging, including due diligence, documentation review, and compliance with security agreements. Drafting and issuance of custody letters, confirmation notices, and related correspondences in accordance with internal legal protocols. Entry and validation of data on regulatory platforms such as CERSAI, NESL, ISIN MIS, and DLT systems, ensuring compliance with maker-checker workflows and audit trails. Assistance during internal and external audits by providing documentation, transaction trails, and compliance clarifications. Maintenance of version control and archival systems for executed agreements, client communications, and approvals. Preparation of MIS reports and dashboards covering transaction progress, compliance metrics, and document tracking. Development and periodic review of Standard Operating Procedures (SOPs), workflows, and checklists to align with evolving compliance and operational norms. Coordination with rating agencies, debenture trustees, and depositories to ensure compliance, information sharing, and transaction closure. Maintenance of trackers and calendars for regulatory filings and disclosures under SEBI, RBI, MCA, and other applicable authorities. Safeguarding the confidentiality and legal integrity of all sensitive documents and information in line with data protection and company policy. Participation in training sessions, policy reviews, and legal updates to stay abreast of changing regulatory frameworks and compliance practices. Support for client onboarding, including KYC/AML checks, legal documentation, and operational readiness for transaction processing. Escalation of deviations, delays, or process breaches to relevant stakeholders for prompt resolution within defined turnaround times (TATs). Liaising with clients to obtain statutory disclosures and regulatory filings, such as BENPOS, QCR, HLY disclosures, and other required documentation.

Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services, and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusiness CBs Trust and Agency Services (TAS) team, with offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore, and Tokyo has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. OverviewRole This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover European working hours supporting the US business Corporate title will depend on the relative experience of candidate. 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 Supporting the Corporate Trust US business across a portfolio of CLO deals within Structured Finance vertical Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties to ensure accurate and timely maintenance of deal portfolios and facilitating all necessary payment and reporting obligations Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Ensuring daily accuracy of all Structured Finance deal portfolios, including loading new assets & maintain existing collateral, swap & liability data in relevant applications, enabling client services account managers to run hypothetical trading scenarios on a timely basis Assistance in the preparation of periodic cash manager, investor and payment date reports and respond to any corporate action event requirements Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience Relevant experience in a similar role in investment banking or corporate banking administration Experience in CLO administration and/or loan operations A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar

Key Responsibilities: Working with Talent Acquisition leads to support operational activities across programs Will partner with Zoho systemsexpert and liaise activities in support of launching learning and TMinterventions Ensure smooth execution ofcommunication , timely closure of logistics and information supportingtool support , program roll out and closure Support build and development ofplaybooks on confluence Requirements Bachelors or masters degree in human resources,Business Administration or a related field Minimum of 1-3 years of experience in Learning ora related field Excellent verbal and written communication skills

Position: Manager / Sr. Manager Sales (Experience with private wealth counters / ND and Banking Wealth and Retail) Company: A Leading Mutual Fund Investment Company in India Location: [Specify Location if known] Experience: 4+ Years Qualification: Full-time Graduation (MBA preferred) About the Company Join one of India's top mutual fund investment companies, known for its strong market presence, consistent performance, and customer-centric approach to wealth creation. Key Responsibilities Drive AUM growth , Net Sales , and Market Share for AMC at the assigned branch level. Manage channel relationships across IFAs (Independent Financial Advisors) , National Distributors (NDs) , and Banks . Lead, manage, and develop the branch sales team to achieve business targets. Ensure high standards of Customer Service and Regulatory Compliance . Monitor and support client servicing activities related to payments, redemptions , and query resolution . Required Skills & Experience Proven experience in channel sales and distribution management in the mutual fund or BFSI industry. Ability to build and manage strong relationships with high-end distributors and investors . Deep knowledge of the mutual fund industry , including products, equity, debt, and ETFs . Strong strategic thinking with the ability to execute plans effectively in a competitive environment. Excellent communication, interpersonal, and team leadership skills . High energy levels with a proactive, target-driven approach. Preferred Candidate Profile Prior experience in handling a large number of IFAs and National Distributors . A pleasing personality and a confident communicator. Strong business acumen with an eye for growth opportunities in the region. To Apply: If this opportunity interests you, please share your updated resume at GAURAV@FLEXYMANAGERS.COM or contact us at 9599518777. Thanks & Regards Gaurav Thakur Interim Management Solutions Pvt. Ltd Contact: (M) +91-9599518777 Email id: gaurav@flexymanagers.com Company URL : www.flexymanagers.com https://www.linkedin.com/in/gaurav-thakur-a385072b/

Supply Chain Finance (SCF) as a Business: The operations of the SCF (Supply Chain Financing) team, which caters to Small and Medium Enterprises (SMEs) and Medium-Sized Enterprises (MSMEs) across different industries. Roles and Responsibilities: As an Lead Originator professional at Yubi, youll have an exciting role, including: Grow the client base of Yubis Supply Chain Finance and MSME business by engaging in consistent client outreach through Linkedin, cold calling, emails and periodic client interactions. Assist sales team through setting up of demos/con-calls/ meetings. Participate in preliminary sales meetings and calls. Pre-qualify potential clients before reaching out. Maintain balance between outreach to be made to new clients as well as following up with existing interested clients. Answer basic technical questions during these calls and own the customer till hand-over to the relevant sales member. Liaise with internal stakeholders (Sales team members) to discuss the status of potential clients and follow strict sales cadence. Able to fruitfully engage with clients on all offerings of Yubi as well as comfortably handle consultative discussions. Requirements 1-3 years of experience of generating and verifying leads across DSA, NBFC - sold secured loans, LAP (Loan against property), Home loan. Should speak English and at least 2 of: Tamil, Telugu, Kannada, Malayalam

We are seeking a motivated professional to take on a dual-role encompassing both sales and account management. This position is critical in driving new business growth while maintaining and expanding relationships with existing clients. The ideal candidate will be adept at both acquiring new clients and ensuring long-term client satisfaction and retention. Key Responsibilities Sales Responsibilities 1. New Business Development: o Identify and target potential clients through market research, industry events, and direct networking. o Develop tailored sales strategies to meet and exceed revenue targets. o Map large enterprises org charts along with key designations and change owners. 2. Solution Selling: o Engage with prospective clients to understand their needs and propose relevant solutions. o Deliver impactful product demonstrations and presentations, showcasing value proposition and ROI. 3. Negotiation and Deal Closure: o Lead pricing discussions and contract negotiations, ensuring mutually beneficial agreements. o Coordinate with internal teams to facilitate smooth onboarding for new clients. 4. Market Insights: o Stay updated on industry trends, competitors, and client needs to refine sales approaches. o Provide feedback to internal teams to improve products and solutions. 5. Cross Sell: o Identify cross sell opportunities and targets with the client o Map and engage existing customers across verticals/departments Key Account Management Responsibilities 1. Client Relationship Management: o Develop a deep understanding of client goals and align company solutions to meet their needs. o Build and maintain strong relationships with existing clients, acting as their primary point of contact. o Conduct regular check-ins to address concerns, and gather feedback. 2. Strategic Account Planning: o Develop and implement tailored account plans to deepen engagement and increase account revenue. o Monitor client satisfaction and resolve any issues promptly to ensure long- term retention. o Maintain regular updates on client business strategy and financial changes to ensure revenue goals are aligned. 3. Collaboration and Coordination: o Work closely with internal teams, including product, support, and marketing,to deliver a seamless client experience. o Advocate for client needs internally to inform product development and service enhancements. o Work closely across regions/teams to accelerate partnerships. 4. Revenue Growth from Existing Accounts: o Identify opportunities to upsell or cross-sell additional products and services to existing clients. o Prepare and deliver customized proposals for expanding partnerships. 5. Performance Monitoring: o Regularly review account performance metrics and usage data, suggesting improvements or enhancements. o Conduct periodic business reviews to strengthen client relationships and align on future strategies. Requirements 8-10 years of experience in sales and account management, in the BFSI product/tech/platform sales/Fintech/SaaS space. Experience in independently managing accounts, owning PL. Ability to drive discussions at senior levels for platform sales conversion and account management. Strong negotiation and relationship-building skills, with a customer-first mindset. Demonstrated ability to manage a full sales cycle, from prospecting to closing and account growth. Understanding of the Banking and NBFC sector in India. Knowledge of banking products, processes, debt instruments, regulations and trends is a huge plus. Exceptional communication, negotiation, and relationship-building skills. MBA or equivalent degree.

Design, build, and maintain scalable and reliable data pipelines for the ingestion, transformation, and delivery of large datasets. Collaborate with analytics and business teams to understand data requirements and deliver actionable datasets. Develop and optimize ETL processes using modern data engineering tools and frameworks (e.g., Apache Airflow, Spark, SQL). Ensure data quality, integrity, and security across all stages of the data lifecycle. Implement and monitor data solutions on cloud platforms (AWS, GCP, or Azure). Troubleshoot and resolve data pipeline and infrastructure issues with a focus on continuous improvement. Build and maintain data models, warehouses, and marts to support advanced analytics and reporting. Document data architecture, workflows, and processes for internal teams. Work closely with Data Scientists and Analysts to enable advanced analytics and machine learning initiatives. Stay updated with industry trends and best practices in data engineering and analytics.

: Job Title TAS Client Service Specialist Location: Mumbai, India Corporate TitleAVP Role Description The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover APAC working hours supporting the APAC business Corporate title will depend on the relative experience of candidate. OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusinessTrust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. 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 Supporting the Corporate Trust APAC business across a portfolio of products and services including Debt Capital Markets bonds and programme debt, liability management, project finance, and escrows Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties and investors as necessary Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Interact daily with operations teams to support all debt servicing requirements including query management and resolution Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience You will have some, but not necessarily all of the following: Relevant experience in a similar role in investment banking or corporate banking administration A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar 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

: Job Title- TAS Client Service Analyst Corporate Title - Associate Location- Mumbai, India Role Description OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services, and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusiness CBs Trust and Agency Services (TAS) team, with offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore, and Tokyo has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. OverviewRole This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover European working hours supporting the US business Corporate title will depend on the relative experience of candidate. 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 Supporting the Corporate Trust US business across a portfolio of CLO deals within Structured Finance vertical Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties to ensure accurate and timely maintenance of deal portfolios and facilitating all necessary payment and reporting obligations Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Ensuring daily accuracy of all Structured Finance deal portfolios, including loading new assets & maintain existing collateral, swap & liability data in relevant applications, enabling client services account managers to run hypothetical trading scenarios on a timely basis Assistance in the preparation of periodic cash manager, investor and payment date reports and respond to any corporate action event requirements Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience Relevant experience in a similar role in investment banking or corporate banking administration Experience in CLO administration and/or loan operations A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar 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 About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

A leading investment fintech startup, is hiring CS + LLB for the role of Legal Assistant Manager with 2+ years of exp who will contribute to various legal, secretarial and compliance work, possess work ex. preferably in a NBFC/ Fintech Company Required Candidate profile -Expert in Companies Act, 2013, RBI, and SEBI regulations -2+ years of experience working in law firms or in-house teams in a co -Pref to candidates who worked in functions related to listed debt co.

A leading investment fintech start up is keen to hire a Company Secretary in thier debt broking entity for broking operations and exposed to various secretarial compliance legal work & NBFC and will work closely with the legal and compliance function Required Candidate profile -Qualified CS - 0-2 years of work exp. in Comp Act, 2013, RBI and SEBI regulation -Pref. exp working as compliance officer with a stock broker or NBFC -Ability to work autonomously on multiple project

Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the worlds possibility platform for the discovery, investment, fulfillment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became Indias fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Credit Marketplace - With the largest selection of lenders on one platform, our credit marketplace helps enterprises partner with lenders of their choice for any and all capital requirements. Yubi Invest - Fixed income securities platform for wealth managers & financial advisors to channel client investments in fixed income Financial Services Platform - Designed for financial institutions to manage co-lending partnerships & asset based securitization Spocto - Debt recovery & risk mitigation platform Corpository - Dedicated SaaS solutions platform powered by Decision-grade data, Analytics, Pattern Identifications, Early Warning Signals and Predictions to Lenders, Investors and Business Enterprises So far, we have on-boarded over 17000+ enterprises, 6200+ investors & lenders and have facilitated debt volumes of over INR 1,40,000 crore. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionizing the segment. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 1000+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story. About Role: You will play a critical role in shaping the future of our organization by hiring top technical talent to drive innovation and growth. Youll work closely with the leadership team, hiring managers, and stakeholders to identify, attract, and onboard skilled professionals in roles ranging from software engineering to data science and DevOps. Key Responsibilities: End-to-End Recruitment: Manage the complete recruitment cycle for technical roles, including sourcing, screening, scheduling interviews, and extending offers. Handle niche and high-demand roles such as Backend Developers, Frontend Developers, DevOps Engineers, SREs, Data Scientists, Product Managers, and other technology-driven positions. Sourcing Talent: Proactively source candidates through various channels such as LinkedIn, job boards, employee referrals, and professional networks. Build and maintain a robust talent pipeline for immediate and future hiring needs. Stakeholder Management: Collaborate closely with hiring managers and team leads to understand role requirements and tailor recruitment strategies. Provide timely updates and insights on hiring progress and market trends. Candidate Experience: Ensure a positive and professional experience for all candidates throughout the recruitment process. Act as a brand ambassador, effectively communicating Yubis vision and values. Data and Metrics: Maintain accurate records in the Applicant Tracking System (ATS). Provide insights and reports on recruitment metrics, such as time-to-fill, offer acceptance rates, and sourcing effectiveness. Qualifications and Skills: Bachelors degree in Human Resources, Business Administration, or related field. 3-8 years of experience in technical recruitment, preferably in FinTech or product-based companies. Strong knowledge of technical roles, technologies, and hiring trends in the industry. Proficiency in using ATS tools and recruitment platforms. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and manage multiple roles simultaneously. Strong organizational and analytical skills with an eye for detail. Why Join Yubi? Be part of a high-growth FinTech environment that values innovation and collaboration. Work with industry leaders and cutting-edge technology. Opportunities for career growth and professional development. Competitive compensation and benefits. YUBI is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.

Design and implement security controls for products throughout the SDLC. Perform threat modeling, security reviews, and vulnerability assessments. Collaborate with development teams to integrate security best practices. Respond to, investigate, and remediate security incidents related to products. Develop and maintain security automation tools and scripts. Conduct secure code reviews and penetration testing. Research and evaluate emerging security technologies and threats. Create and deliver developer training on secure coding practices. Document security guidelines, standards, and compliance requirements. Communicate risks and mitigation strategies to technical and non-technical stakeholders. Requirements Bachelors degree in Computer Science, Information Security, or a related field. Strong experience in application security, threat modeling, and vulnerability assessment. Proficiency in secure coding practices and common security tools (e.g., SAST, DAST). Familiarity with SDLC, DevSecOps, and cloud security principles. Excellent communication skills and ability to collaborate across teams.

Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy Roles and Responsibilities Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy Significantly Increase the market share of AMC in the IFA channel. Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA Channel Developing the entire network for IFAs Oversee and contribute to preparation of regular client reporting Contribute to implementation of the Short / long term sales plan for the branch Regular follow-up with all potential leads across products for effective conversion Develop, implement strategy to achieve planned growth objectives in the geographies Help in communicating a strong and vibrant brand Investor Awareness Programs Overall contribution/profitability of the AMC Skill Set & Competencies Excellent Communication Skills, Written & Verbal Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Negotiation and Channel Management Skills Result Orientation - Concern for Excellence Qualifications & Experience A Masters degree/professional qualifications Undergraduate degree; NISM Certified At least 2-7 years experience

Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy Roles and Responsibilities Formulation of the marketing and the distribution plan to tap business from the IFA Channel for the AMC based on overall strategy Significantly Increase the market share of AMC in the IFA channel. Planning distribution of the full range of investment products and capabilities developed by SBIFM to IFA Channel Developing the entire network for IFAs Oversee and contribute to preparation of regular client reporting Contribute to implementation of the Short / long term sales plan for the branch Regular follow-up with all potential leads across products for effective conversion Develop, implement strategy to achieve planned growth objectives in the geographies Help in communicating a strong and vibrant brand Investor Awareness Programs Overall contribution/profitability of the AMC Skill Set & Competencies Excellent Communication Skills, Written & Verbal Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Negotiation and Channel Management Skills Qualifications & Experience A Masters degree/professional qualifications Undergraduate degree; NISM Certified At least 2-7 years experience

Role and Responsibilities Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA for the Region To build, develop & enhance relationships the Retail Channel Setting up and managing the network of Private Banks in the Region Develop, implement strategy to achieve planned growth objectives for their channel Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity / growth potential, competitor activity, existing capabilities and risk appetite Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry Assume full accountability for all aspects of sales in their respective channel Help in communicating a strong and vibrant brand Ensuring increase in market share in their respective channel business Liaising with his distributors / banks / institutions depending for selling / targeting specific schemes as identified by the Business Head Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and relationship building for generating sales Prospecting of customers through new client acquisition, network, data base, references and open market Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements Achievement of monthly, quarterly & yearly business plan Channel development & networking skills for achieving channel sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent verbal communication skills and active listening skills Account management skills, excellent presentation skills Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience A Masters degree / professional qualification Undergraduate degree At least 1 to 6 years of relevant experience MFD Certified

We are looking for a highly skilled Data Scientist (LLM) to join our AI and Machine Learning team. The ideal candidate will have a strong foundation in Machine Learning (ML), Deep Learning (DL), and Large Language Models (LLMs) , along with hands-on experience in building and deploying conversational AI/chatbots . The role requires expertise in LLM agent development frameworks such as LangChain, LlamaIndex, AutoGen, and LangGraph . You will work closely with cross-functional teams to drive the development and enhancement of AI-powered applications. Key Responsibilities: Develop, fine-tune, and deploy Large Language Models (LLMs) for various applications, including chatbots, virtual assistants, and enterprise AI solutions. Build and optimize conversational AI solutions with at least 1 year of experience in chatbot development. Implement and experiment with LLM agent development frameworks such as LangChain, LlamaIndex, AutoGen, and LangGraph . Design and develop ML/DL-based models to enhance natural language understanding capabilities. Work on retrieval-augmented generation (RAG) and vector databases (e.g., FAISS, Pinecone, Weaviate, ChromaDB) to enhance LLM-based applications. Optimize and fine-tune transformer-based models such as GPT, LLaMA, Falcon, Mistral, Claude, etc. for domain-specific tasks. Develop and implement prompt engineering techniques and fine-tuning strategies to improve LLM performance. Work on AI agents, multi-agent systems, and tool-use optimization for real-world business applications. Develop APIs and pipelines to integrate LLMs into enterprise applications. Research and stay up to date with the latest advancements in LLM architectures, frameworks, and AI trends . Requirements Required Skills Qualifications: 3-5 years of experience in Machine Learning (ML), Deep Learning (DL), and NLP-based model development. Hands-on experience in developing and deploying conversational AI/chatbots is Plus Strong proficiency in Python and experience with ML/DL frameworks such as TensorFlow, PyTorch, Hugging Face Transformers . Experience with LLM agent development frameworks like LangChain, LlamaIndex, AutoGen, LangGraph . Knowledge of vector databases (e.g., FAISS, Pinecone, Weaviate, ChromaDB) and embedding models . Understanding of Prompt Engineering and Fine-tuning LLMs . Familiarity with cloud services (AWS, GCP, Azure) for deploying LLMs at scale. Experience in working with APIs, Docker, FastAPI for model deployment. Strong analytical and problem-solving skills. Ability to work independently and collaboratively in a fast-paced environment. Good to Have: Experience with Multi-modal AI models (text-to-image, text-to-video, speech synthesis, etc.) . Knowledge of Knowledge Graphs and Symbolic AI . Understanding of MLOps and LLMOps for deploying scalable AI solutions. Experience in automated evaluation of LLMs and bias mitigation techniques . Research experience or published work in

Corporate Title: Associate Role Description The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad ranging: the successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end-to-end service delivery to the client on a day-to-day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client always receives the best possible service. The successful candidate will be required to cover European working hours supporting the EMEA business. Corporate title will depend on the relative experience of candidate Overview: Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. Trust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. Your key responsibilities Supporting the Corporate Trust EMEA business across a portfolio of CLO deals within Structured Finance vertical Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments, and securities settlements. Interacting with deal parties including swap counterparties to ensure accurate and timely maintenance of deal portfolios and facilitating all necessary payment and reporting obligations. Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items. Ensuring daily accuracy of all Structured Finance deal portfolios, including loading new assets & maintain existing collateral, swap & liability data in relevant applications, enabling client services account managers to run hypothetical trading scenarios on a timely basis. Assistance in the preparation of periodic cash manager, investor and payment date reports and respond to any corporate action event requirements. Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required. Your skills and experience Relevant experience in a similar role in investment banking or corporate banking administration Experience in CLO administration and/or loan operations. A good understanding of the global financial services industry, Fixed income, and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential. A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial service organization. The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually. Fluent written and spoken English is essential. You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment. Able to adapt to complex financial and operational matters. PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided. Educated to degree level or similar.

About The Role : Job title:TAS Client Service Specialist Corporate titleAnalyst LocationMumbai, India Role Description OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusinessTrust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. OverviewTeam: The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad rangingthe successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover European working hours supporting the EMEA business Corporate title will depend on the relative experience of candidate. 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) Flexible working arrangements 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: Supporting the Corporate Trust EMEA business across a portfolio of products and services including Debt Capital Markets bonds and programme debt, liability management, project finance, asset repackaging vehicles and escrows Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties and investors as necessary Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Interact daily with operations teams to support all debt servicing requirements including query management and resolution Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience You will have some, but not necessarily all of the following: Relevant experience in a similar role in investment banking or corporate banking administration A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential Additional European language skills including German, Spanish, Italian, French and Russian would be beneficial but not essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar 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

We are seeking a motivated professional to take on a dual-role encompassing both sales and account management. This position is critical in driving new business growth while maintaining and expanding relationships with existing clients. The ideal candidate will be adept at both acquiring new clients and ensuring long-term client satisfaction and retention. Key Responsibilities Sales Responsibilities 1. New Business Development: o Identify and target potential clients through market research, industry events, and direct networking. o Develop tailored sales strategies to meet and exceed revenue targets. o Map large enterprises org charts along with key designations and change owners. 2. Solution Selling: o Engage with prospective clients to understand their needs and propose relevant solutions. o Deliver impactful product demonstrations and presentations, showcasing value proposition and ROI. 3. Negotiation and Deal Closure: o Lead pricing discussions and contract negotiations, ensuring mutually beneficial agreements. o Coordinate with internal teams to facilitate smooth onboarding for new clients. 4. Market Insights: o Stay updated on industry trends, competitors, and client needs to refine sales approaches. o Provide feedback to internal teams to improve products and solutions. 5. Cross Sell: o Identify cross sell opportunities and targets with the client o Map and engage existing customers across verticals/departments Key Account Management Responsibilities 1. Client Relationship Management: o Develop a deep understanding of client goals and align company solutions to meet their needs. o Build and maintain strong relationships with existing clients, acting as their primary point of contact. o Conduct regular check-ins to address concerns, and gather feedback. 2. Strategic Account Planning: o Develop and implement tailored account plans to deepen engagement and increase account revenue. o Monitor client satisfaction and resolve any issues promptly to ensure long- term retention. o Maintain regular updates on client business strategy and financial changes to ensure revenue goals are aligned. 3. Collaboration and Coordination: o Work closely with internal teams, including product, support, and marketing,to deliver a seamless client experience. o Advocate for client needs internally to inform product development and service enhancements. o Work closely across regions/teams to accelerate partnerships. 4. Revenue Growth from Existing Accounts: o Identify opportunities to upsell or cross-sell additional products and services to existing clients. o Prepare and deliver customized proposals for expanding partnerships. 5. Performance Monitoring: o Regularly review account performance metrics and usage data, suggesting improvements or enhancements. o Conduct periodic business reviews to strengthen client relationships and align on future strategies. Requirements 7-8 years of experience in sales and account management, in the BFSI product/tech/platform sales/Fintech/SaaS space. Experience in independently managing accounts, owning P&L. Ability to drive discussions at senior levels for platform sales conversion and account management. Strong negotiation and relationship-building skills, with a customer-first mindset. Demonstrated ability to manage a full sales cycle, from prospecting to closing and account growth. Understanding of the Banking and NBFC sector in India. Knowledge of banking products, processes, debt instruments, regulations and trends is a huge plus. Exceptional communication, negotiation, and relationship-building skills. MBA or equivalent degree.

Role & responsibilities Manage fixed income portfolios, ensuring alignment with investment objectives and risk tolerance. Conduct fundamental credit research and analysis of fixed income securities including G-secs, corporate bonds and other debt securities. Monitor and analyze macroeconomic indicators, interest rate trends, credit spreads and demand-supply dynamics of bonds to identify investment opportunities. Prepare investment notes, memos, and provide investment recommendations. Execute purchase and sale transactions for the portfolio. Manage and monitor performance, duration, credit exposures and other risks while ensuring compliance with limits and regulations. Prepare portfolio factsheets, presentations, client reports and performance commentaries. Regularly communicate with internal teams, clients and other stakeholders, providing updates on portfolio performance, market outlook and strategies. Preferred candidate profile Education: CA / CFA / MBA (Finance) / Postgraduate in Economics / Finance Experience: 37 years of experience in debt markets, credit research, or fixed income portfolio management Preference for candidates with prior exposure in PMS, mutual funds or wealth firms Strong understanding of fixed income products: G-Secs, SDLs, corporate bonds, money market instruments Sound knowledge of credit and interest rate risk Analytical mindset with financial modelling and valuation skills Proficiency in Excel, Bloomberg, and financial databases Attention to detail, strong communication, and ability to work under tight timelines

Roles and Responsibilities: As an Lead Originator professional at Yubi, youll have an exciting role, including: Grow the client base of YubiSupply Chain Finance and MSME business by engaging in consistent client outreach through Linkedin, cold calling, emails and periodic client interactions. Assist sales team through setting up of demos/con-calls/ meetings. Participate in preliminary sales meetings and calls. Pre-qualify potential clients before reaching out. Maintain balance between outreach to be made to new clients as well as following up with existing interested clients. Answer basic technical questions during these calls and own the customer till hand-over to the relevant sales member. Liaise with internal stakeholders (Sales team members) to discuss the status of potential clients and follow strict sales cadence. Able to fruitfully engage with clients on all offerings of Yubi as well as comfortably handle consultative discussions. Requirements 1-3 years of experience of generating and verifying leads across DSA, NBFC - sold secured loans, LAP (Loan against property), Home loan. Should speak Marathi/ Gujarati/ Hindi/ English