7654 Financial Analysis Jobs - Page 20

As a Treasury Manager at our organization, you will be responsible for overseeing various key areas related to cash management, investment management, risk management, financial reporting, banking relationships, compliance, health, safety, security, and risk management. Your primary duties will include: Cash Management: - Monitoring daily cash balances and forecasting future cash needs. - Managing bank accounts and maintaining authorized signatories. - Reconciling bank statements and identifying discrepancies. Investment Management: - Analyzing investment opportunities and allocating excess cash to suitable investment vehicles. - Monitoring investment performance and managing portfolio risks. Risk Management: - Identifying and mitigating potential financial risks, including foreign exchange fluctuations and interest rate volatility. - Implementing hedging strategies to manage market risks. Financial Reporting: - Preparing regular treasury reports for senior management, including cash flow forecasts and liquidity analysis. Banking Relationships: - Building and maintaining relationships with banks to secure favorable terms on banking services. - Negotiating credit lines and other financing arrangements. Compliance: - Ensuring adherence to all relevant regulatory requirements related to treasury operations. In addition to these responsibilities, you will also have leadership and people management roles, which include: - Ensuring staff have completed all required training and background checks. - Leading and promoting a culture of strong governance, employee health, safety, and security. - Showing leadership towards health and safety awareness and improvements. Furthermore, for roles with potential physical, psychological, safety, and security risks, additional health and safety requirements include the ability to multi-task, work under pressure, and work long hours. Child Protection And Safeguarding Requirements: - Maintaining a child-safe environment in the workplace and safeguarding children's rights. - Complying with the Child Safeguarding Policy & Code of Conduct. - Demonstrating the highest standards of behavior towards children. - Responding to any concerns for the safety or wellbeing of a child in accordance with internal reporting processes. To qualify for this position, you should have: - A Bachelor's degree in finance, accounting, or a related field. - Strong understanding of financial markets and instruments. - Proficiency in financial analysis and modeling. - Excellent communication and interpersonal skills. - Attention to detail and ability to work accurately under pressure. - Experience with treasury management systems and software. - Knowledge of relevant regulatory compliance standards. - Certifications in Treasury Management (e.g., CTP) or other relevant financial certifications. - Advanced financial modeling techniques or experience with complex financial analysis. - Experience with international financial regulations or cross-border transactions. If you are ready to take on this challenging and rewarding role, we look forward to receiving your application. Join us as a Treasury Manager and make a meaningful impact on our organization.,

Screen Andragogy Platforms is a screen industries technology management company that empowers professionals, organizations, and educational institutions with integrated tools, insights, and services to streamline storytelling, analytics, and product development. By utilizing AI-driven platforms and expert-led support, the company drives value across content creation, market research, and strategic growth, ensuring that every story is told professionally, efficiently, and universally. Screen Andragogy Platforms is currently seeking a consultant with expertise in media finance, AI-powered modeling, and investment strategy to support clients in the entertainment sector. The consultant will be responsible for combining advanced financial analysis with AI-enhanced workflows to contribute to custom research, automated financial tools, and strategic financial documentation for clients. This position is structured for long-term cultural and strategic alignment, with full-time hiring not being offered initially. Candidates are required to complete a mandatory one-year internship or consulting residency, during which they will collaborate closely with leadership and clients to understand the company's mission, operating model, and value delivery. Selected candidates must be willing to travel with the company for at least 12 years to achieve cultural alignment, understand cross-market financing practices, and participate in live client engagements and real-time project iterations. Only after successful completion of this phase will candidates be evaluated for full-time positions based on value creation, strategic alignment, and contribution to the Screen Andragogy Platforms ecosystem. Key Responsibilities - AI-Driven Investment Analysis: Develop predictive ROI models for film, series, and digital content using AI-powered tools. - Capital Structuring & Deal Design: Structure slate financing, co-productions, and pre-sales using automated risk analysis, model tax incentives, and support strategic financial planning for media projects. - AI Agent Training & Customization: Design and train custom financial agents, build prompt workflows for automated financial reporting, and forecasting. - Research Services: Lead research projects for clients, deliver insights on funding strategy, profitability, and global market positioning. - Document Automation Support: Assist in developing AI-generated business plans, financial summaries, and pitch documents, ensure consistency and accuracy in financial models. - Industry Trend Monitoring: Stay informed on developments in AI finance, content monetization, and entertainment investment models, evaluate new financial technologies such as blockchain, NFTs, and decentralized funding in media. Qualifications - Background & Experience: Strong foundation in finance, economics, or data science, prior experience in media finance, investment analysis, or financial technology. - Technical Proficiency: Comfortable with AI/ML concepts, financial modeling using Excel, Python, or R, understanding of APIs, automated dashboards, and data visualization. - Core Competencies: Analytical thinking, clear communication, interest in the evolving intersection of media, AI, and capital markets. The recruitment process for this role is rigorous and structured, consisting of application and screening, technical assessment, interviews, and cultural fit evaluation to assess each candidate's technical capability, strategic thinking, and readiness for long-term contribution in the intersection of AI and media finance.,

The Financial Analyst is a key contributor to the financial planning and analysis team, responsible for driving effective financial decision-making across the organization. This role requires a high level of financial acumen and an ability to translate complex data into actionable strategies. You will work closely with various departments to provide accurate financial assessments, forecasts, and insights that aid in achieving business goals. The ideal candidate will have a strong analytical mindset, excellent problem-solving skills, and proficiency in financial modeling and analysis tools. This position not only supports the organization's financial health but also provides strategic insights that enhance operational efficiency and profitability. Responsibilities - Analyze financial data and create financial models for decision support. - Prepare detailed reports on financial performance and projections. - Evaluate current and past financial data and metrics to recommend improvements. - Conduct variance analysis to compare projected and actual financial outcomes. - Collaborate with other departments to manage and forecast company costs. - Develop and continuously improve budgeting, financial forecasting, and modeling tools. - Assist in the preparation of financial reports and presentations for stakeholders. - Monitor market trends to identify potential opportunities and risks. - Support month-end and year-end financial closing processes. - Participate in cross-functional teams to improve financial efficiency and accuracy. - Ensure compliance with all financial regulations and standards within the company. - Provide insights into business performance and recommend strategies for improvement. Requirements - Bachelor's degree in Finance, Economics, Accounting, or a related field. - Proven experience in a financial planning or analysis role. - Strong proficiency in financial modeling and forecasting techniques. - Excellent analytical skills and attention to detail are mandatory. - Advanced knowledge of MS Excel and other financial analysis software. - Exceptional communication and presentation skills for diverse audiences. - Ability to work collaboratively across various departments and functions. - Experience with enterprise resource planning (ERP) systems preferred. Role Level: Mid-Level Work Type: Full-Time Country: India City: Maharashtra Company Website: https://www.talentmate.com Job Function: Finance Company Industry/Sector: Recruitment & Staffing About The Company: Searching, interviewing, and hiring are all part of the professional life. The TALENTMATE Portal idea is to fill and help professionals do one of them by bringing together the requisites under One Roof. Whether you're hunting for your Next Job Opportunity or Looking for Potential Employers, we're here to lend you a Helping Hand.,

The RCM Operations Director holds the responsibility of overseeing and managing the revenue cycle operations in our healthcare organization. Your primary focus will be on optimizing processes, enhancing financial performance, ensuring compliance, and improving the overall efficiency of the revenue cycle. The ideal candidate should exhibit strong leadership qualities, possess a profound understanding of healthcare revenue cycle management, and approach problem-solving proactively. As the RCM Operations Director, you will lead and manage the revenue cycle team, which includes billing, coding, collections, and accounts receivable staff. It is crucial to cultivate a collaborative and high-performance culture within the team by offering guidance, training, and development opportunities. Setting performance goals and monitoring team progress are essential to ensure operational excellence. Your role will involve developing and implementing strategies to enhance revenue cycle processes, minimize denials, and boost collections. Analyzing existing workflows to identify areas for enhancement and efficiency gains will be a key aspect. Implementing best practices and standard operating procedures to streamline operations will contribute to achieving operational efficiency. Monitoring key performance indicators (KPIs) and preparing regular reports on revenue cycle metrics will be essential to track performance. Conducting financial analysis to recognize trends, variances, and opportunities for revenue enhancement is crucial. Collaboration with the finance department is necessary to ensure accurate financial reporting and forecasting. Maintaining compliance with federal, state, and local regulations concerning healthcare billing and coding is paramount. It is imperative to stay updated on industry standards, coding guidelines, and regulatory changes. Implementing quality assurance programs to guarantee the accuracy and integrity of billing and coding processes is vital. Qualifications for this role include a minimum of 7 years of experience in revenue cycle management operations, experience as a Senior Manager or Director leading a team within an RCM division, a demonstrated track record of enhancing revenue cycle efficiency and cash flow, a strong understanding of healthcare coding and billing practices, excellent analytical and problem-solving skills, effective communication and interpersonal skills, and proficiency in relevant revenue cycle management software. Additional Information: - Fixed Night Shift - Competitive Salary - Performance Bonus - Allowances - Insurance Benefits,

You will be joining our team in Bangalore as a Junior Financial Analyst / Financial Planner. This position is suitable for fresh graduates and early-career professionals who are enthusiastic about financial planning, investment analysis, and client portfolio management. As a part of the finance and advisory team, you will be involved in portfolio tracking, budgeting, client interactions, and utilizing core financial reporting tools. This role presents a valuable opportunity to establish a solid groundwork in wealth management and advisory services. Your responsibilities will include assisting in financial analysis and investment advisory for clients, maintaining client portfolios, supporting senior planners in developing investment strategies, conducting research and data analysis for investment decisions, collaborating with clients and internal teams, ensuring compliance with internal processes, and maintaining data accuracy in financial systems. To excel in this role, you should possess a basic understanding of financial principles, personal finance, or investment products. Proficiency in MS Excel, including pivot tables, charts, and lookups, is essential. Additionally, you should have strong analytical and communication skills, the ability to work effectively in a team environment, a willingness to learn, and a client-first mindset. Ideally, you should hold a Bachelor's degree in finance, accounting, commerce, economics, or a related field, with an MBA in Finance being preferred. Having cleared CFA Level 1 or holding NISM Series X-A certification would be advantageous. If you meet these qualifications and are excited about this opportunity, please send your resume to vaishnavi.s@righthorizons.com. Your skills in portfolio management, investment advisory, communication, financial planning, investment management, analytical skills, data analysis, MS Excel, and financial analysis will be put to good use in this role.,

Job Summary: We are looking for dynamic professionals to join our team as Wealth Relationship Managers and Branch Relationship Heads . These roles focus on driving customer engagement, delivering banking and investment solutions, and ensuring overall growth through client relationship management and strategic business development. Key Responsibilities: Acquire and manage relationships with HNI and retail clients. Drive sales of banking and wealth management products (accounts, loans, investments, insurance, etc.). Conduct regular portfolio reviews and offer financial planning advice tailored to client needs. Lead and mentor branch-based relationship teams to achieve targets. Ensure seamless customer experience and high service standards. Develop and execute strategies to expand the client base through referrals and networking. Ensure adherence to compliance, risk, and regulatory guidelines (KYC, AML, etc.). Maintain MIS and report performance metrics to leadership. Skills Required: In-depth knowledge of retail and wealth banking products. Strong interpersonal and relationship-building skills. Sales-driven with target-oriented mindset. Excellent communication and client-handling abilities. NISM or AMFI certifications preferred for Wealth RM role.

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. The Strategic Pricing & Insights (SPI) group leads our firm's commercial transformation, optimizing our price-to-value ratio for opportunities, architecting differentiated commercial structures, and integrating market and competitor intelligence into our messaging to enhance win odds and expand margins. We are part of the Pursuits & Commercial Excellence team. As a Pricing Specialist within the Pricing & Contract Management team aligned to the Strategic Pricing and Insights Group based out of GDS, you'll support all aspects of the firm's commercial transformation through tailored pursuit support, activation of self-enabled tools, and development of thought leadership to accelerate a value-focused pricing and commercial culture. Leveraging a robust set of sales, price, solution, and commercial benchmarks and analytics, you'll work towards the actual creation and refinement of pricing models under the guidance and consultation of Manager/Sr. Manager on pursuits that are cross-service line rate and project-based pursuits spanning transformational consulting, managed service, co-source, joint venture, and alliance business models following consistent pricing and commercial strategies. You will be expected to be involved in the creation of multiple iterations and versions of hypotheses to support the execution of solution testing and refinement. Beyond tailored pursuit support, you will be expected to embrace a growth mindset, actively seeking to improve your pricing and commercial acumen through learning and development. Your Key Responsibilities - As a Pricing Specialist, you'll be responsible for providing support to the Manager/Sr. Manager from qualification to close across all pricing, financial, and commercial aspects of the pursuits. - You will support in refining pricing models in line with the differentiated value of the solution provided and assist in shaping pursuits by integrating market benchmarks and other available competitive intelligence. - Provide the required support in terms of data and intelligence to the Commercial Architect (Sr. Manager/Associate Director) in the collaboration meetings/sessions with solution architects and domain experts. - You will assist the pursuit leaders in bringing forward researched perspectives about competitor solutions, pricing, and commercial positioning to be utilized as part of the win strategy to support a pricing strategy based on perceived differentiation, working across pursuit leaders, senior commercial architects, and stakeholders to achieve the target. - As part of the data quality improvement process, you will be expected to support activities to curate market and competitive intelligence across primary, secondary, and third-party research channels into an integrated ecosystem of sales, price, solution, and commercial benchmarks positioning supported and self-enabled pursuits to price with conviction, confident in our differentiated value, resulting in increased win odds and profitable growth. - Help model the forecasted economics based on accounting standards and internal policies/guidelines, ensuring a compelling ROI for EY and our clients. - Will assist in the development of commercial constructs and terms that are in the best interest of EY and the client, that incentivize mutually aligned behaviors, and differentiate EY. Skills And Attributes For Success - Ability to execute performance standards with a high degree of independence and autonomy. - Thriving in a matrixed organization is essential, balancing the needs of the client against business initiatives and goals. - Ability to design, model, shape, and structure business models utilizing input, output, and outcome-based commercial models. - Ability to simplify the complex, establish credibility quickly, and build trust-based influence with peers while navigating the availability of limited/ambiguous information. - Very strong financial modeling skills. To qualify for the role, you must have - 3-6+ years of experience in a professional services environment preferably in pricing and commercials function. - Master's degree in relevant field(s) like finance, accounting, statistics, or equivalent practical experience. - Exposure to financial modeling, accounting, budgeting, and associated metrics. Ideally, you'll also have - Ability to execute performance standards with a high degree of quality and independence. - Strong communication, facilitation, and presentation skills. - High proficiency at collaborating and dealing with ambiguity. - Ability to be highly flexible, adaptable, and creative. - Expert level proficiency with MS Office applications like Excel, PowerPoint, Word, etc. - Ability to travel. Technologies and Tools - Advanced knowledge and hands-on experience in - Excel - PowerPoint - Word What We Look For - One who can be a self-starter and who actively invests in oneself to develop and learn methods, tools, and capabilities to deliver better results, create exceptional experiences. - One who executes with discipline and rigor, improving the consistency and use of leading practices in our approach to winning. EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people, and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. Working across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.,

You will be joining Hotel Yogi Executive in Navi Mumbai, Maharashtra, India as a Food and Beverage Controller. In this full-time on-site role, your responsibilities will include overseeing cost control, menu costing, financial analysis, and various accounting tasks associated with food and beverage operations. Your contribution as a Food and Beverage Controller will be crucial in maintaining cost efficiency and driving profitability within the food and beverage department. To excel in this role, you should possess skills in cost control and menu costing, as well as demonstrate proficiency in financial analysis. A solid foundation in finance and accounting is essential for carrying out your duties effectively. Your keen attention to detail and strong organizational abilities will be instrumental in managing the financial aspects of the food and beverage operations. The dynamic environment of Hotel Yogi Executive requires you to be adaptable and work efficiently under pressure. Your excellent communication and interpersonal skills will be valuable assets as you collaborate with various teams within the organization. Ideally, you should hold a relevant degree in Hospitality Management, Finance, or a related field to support your performance in this role.,

Relationship Manager Yes Premia Core Responsibilities : Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sells the full range of consumer and commercial product to current and potential Relationships Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments Analyses financial needs of the customers and offer appropriate product with utmost transparency Drives revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc

Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service Ensures Efficient complaint management within specified TATs Drives high service scores Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval Strengthening Systems, Controls and Processes Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms Ensures Role clarity to employees in the branch and manage attrition Performance Management Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required People Management Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Ensuring Training & Development Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Role & responsibilities Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups Relationship Management Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services Manage the client relationships by handling activities ranging from identifying clients financial needs, advising, structuring the deal, preparing the terms and conditions and closing the deal Assess banking needs and risks for clients and manage client relationships accordingly to optimize risk-reward for the Bank Communication/PR of Banks products Undertakes brand communication initiatives for designated products Communicates product positioning messaging that differentiates Bank's products in the market Market Research Illustrates understanding of consumers, competition and current market conditions through primary and secondary research Credit Appraisal Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions Documentation and Compliance

Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Role & Responsibilities Revenue Generation Achieve bank's objectives in earnings, assets, liabilities, credit quality, etc., as per agreed budgets/targets from client relationships across all product groups. Relationship Management Seek and acquire new client relationships by understanding customers financial needs and provide suitable solutions through bank products and services. Manage client relationships by identifying financial needs, advising, structuring deals, preparing terms and conditions, and closing deals. Assess banking needs and risks for clients and manage relationships to optimize risk-reward for the bank. Credit Appraisal Perform detailed analysis of Income Statements, Balance Sheets, Financial Ratios, Cash Flows, Management Risk, Industry Risk, and Economic Conditions for proposal appraisal. Documentation and Compliance Maintain high quality standards of documentation, client communication, and process compliance on an ongoing basis with product partners, OSD, Risk Management, and other Relationship Management groups. Risk and Internal Control Responsibilities Follow risk policies and processes to mitigate operational, regulatory, financial, informational, reputational, and audit risks. Execute established internal control systems and compile relevant information for departmental audits as necessary.

Role & responsibilities Role- Relationship Management JD - Portfolio Handling Role Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands Yes customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.

As the General Manager - Account & Finance at our company located in Andheri, you will be responsible for overseeing the accounting, finance, and general management functions. You will be working for 5 days a week in the Jewellery, Gems, Silver, and Gold industry with a salary range of 30LPA to 35LPA. In the accounting domain, your key responsibilities will include preparing and presenting financial statements, budgets, and forecasts. You will ensure compliance with accounting standards and regulatory requirements. Additionally, you will analyze financial data to provide insights for business decisions, identifying opportunities for cost savings and process improvements. Within the finance realm, you will be involved in developing and implementing financial plans and strategies aligned with business objectives. Managing funding and investment activities will be crucial, ensuring the optimal utilization of financial resources. You will also play a pivotal role in identifying and mitigating financial risks and implementing risk management strategies. As part of your general management duties, you will lead and manage accounting and finance teams, providing guidance and development opportunities. Your strategic planning skills will be put to use in contributing to business strategic planning and ensuring alignment of accounting and finance functions. Stakeholder management is also vital, involving effective communication of financial information and nurturing relationships with auditors, bankers, and investors. If you are ready to take on this challenging yet rewarding role, please reach out to us at Indics Solution. Our HR Team can be contacted via email at praveen@indicssolution.com or phone at 8591744131. Regards, Indics Solution - HR Team,

We are hiring experienced and result-oriented Branch Managers for a leading private sector bank. This is an excellent opportunity to lead a branch, drive business growth, and manage retail liability products. Key Responsibilities: Manage overall branch operations and profitability Drive sales ofretail liability productsincluding CASA, term deposits, and cross-sell Ensure high customer satisfaction and service standards Lead and motivate the branch team to achieve targets Maintain regulatory compliance and audit readiness

We are hiring experienced and result-oriented Branch Managers for a leading private sector bank. This is an excellent opportunity to lead a branch, drive business growth, and manage retail liability products. Key Responsibilities: Manage overall branch operations and profitability Drive sales ofretail liability productsincluding CASA, term deposits, and cross-sell Ensure high customer satisfaction and service standards Lead and motivate the branch team to achieve targets Maintain regulatory compliance and audit readiness

Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

As a U.S Mortgage Underwriter based in Chennai, you will play a pivotal role in the mortgage lending process by evaluating the creditworthiness and risk profile of potential borrowers. Your responsibilities will include analyzing financial information, reviewing loan applications, and making well-informed decisions regarding the approval, conditional approval, or denial of mortgage loans. It is essential to ensure that all loans adhere to the company's lending standards and regulatory requirements. Your key responsibilities will involve reviewing and verifying loan applications to ensure the completeness and accuracy of all required documents. You will assess the borrower's credit history, employment status, income, and debt levels while confirming the property's value through appraisal reports. Additionally, you will evaluate credit reports to determine creditworthiness, calculate debt-to-income ratios, and review property valuations for accuracy. Furthermore, you will be responsible for ensuring compliance with federal, state, and local regulations, as well as company policies and guidelines. Identifying potential risks and evaluating the overall risk level of loans will be crucial aspects of your role. To excel in this position, you should possess a bachelor's degree and have proven experience in mortgage processing or underwriting. A strong understanding of mortgage industry regulations and procedures is essential, along with excellent analytical and problem-solving skills. Attention to detail, exceptional organizational abilities, and proficiency in mortgage processing software and financial tools are key requirements. Effective communication skills, the ability to work under pressure and meet deadlines, and a solid grasp of financial statements and credit reports are also essential. Certification in mortgage underwriting or related fields would be advantageous. If you are open to working night shifts and have a notice period of up to 45 days, we invite you to join our team and contribute to our mission of providing quality mortgage services.,

The successful candidate will play a key role in the day-to-day delivery of projects working closely with and being supported by other team members, Project Managers, and Directors within the UK team. As a specialist/expert within the UK&IE based Geotech Team working predominantly on a range of geotechnical projects across the UK world. Responsibilities include: - Development of professionally and technically competent reports by making use of efficient working practices to provide industry-leading, best value services to clients. - Providing support in all aspects of project delivery including financial analysis, client liaison, public and statutory body consultation, quality control, management of specialists, contractors, and sub-consultants. - Effectively managing and delivering project work with robust project financial management. Having budget responsibility for the delivery of projects and services. - Assisting in the management and delivery of project work, managing, motivating, mentoring, and developing supporting professional staff. - Providing support in all aspects of project delivery meeting high technical standards, required quality, and within the allotted budget. - Working in accordance with accepted methods and legislation (including CDM) and operating in accordance with WSP's corporate health & safety, environment, and quality (SHEQ) standards. Taking ownership for aspects of SHEQ management across the geotechnical team. - Undertaking own continuing professional development and showing management of others across a team to maintain and build professional capability. Qualifications: - Chartered Engineer from a reputed professional body membership (preferably ICE, UK) or working towards getting the chartered engineer,

Role & responsibilities Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As an Associate in Planning and Analysis, you will coordinate the budgeting and forecasting processes, along with management reports and presentations. You will take the lead in managing and coordinating earnings, external reporting, and competitor benchmarking. The team works closely with groups in the Corporate and Investment Banking line of business to prepare external disclosures and regulatory reports. Manage the CIB External Reporting Business and Client Segment Structure. Prepare the CIB Supplement and 10Q/K MD&A Section Financials. Prepare and review externally disclosed financial commentary. Partner with LOBs to develop and maintain appropriate controls. Manage historical financials going back six years in the system and twenty years offline for performing trend analysis. Derive the Comparable CIB businesses equivalent of competitors and perform analysis of JPM versus competitor performance. Required qualifications, capabilities, and skills: - Minimum 3+ years experience in an analytical and financial role and should have worked on Banking products - Excellent communication (verbal and written) skills - Proficiency in Microsoft Office (especially Excel and PowerPoint) Preferred qualifications, capabilities, and skills: - Knowledge of internal FDW like Paragon and MIS will be an added advantage - Should be flexible to work in EMEA shifts - Bachelor's degree required, CFA/CMA/CA/MBA (Finance) an advantage,

Role & responsibilities Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet

Job Profile: Relationship Manager Relationship Management : Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment. Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition Investment Advisory Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance