4682 Financial Planning Jobs - Page 14

You will be joining Max Life Insurance Company Limited as an Advisor, located in Etawah. Your primary responsibility will be to offer detailed insurance advice, create financial plans, and assist in policy acquisitions. You will engage in daily activities such as client consultations, policy evaluations, and nurturing client connections. To excel in this role, you should possess expertise in insurance advisory and financial planning, along with exceptional interpersonal and communication abilities. A thorough understanding of life insurance products and regulations is essential. Your capacity to assess financial data and offer suitable recommendations will be crucial. Prior experience in sales and customer service is advantageous. Ideally, you should hold a Bachelor's degree in Finance, Business, or a related field. Possessing certifications like LUTCF or CFP would be an added advantage. Join us at Max Life Insurance Company Limited and contribute to providing comprehensive insurance solutions while building lasting client relationships.,

We are searching for a Corporate Division Manager to oversee 3 corporate divisions - Finance, Commercial & Legal, HR GA. As the ideal candidate, you will be tasked with managing costing, financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. Collaboration with the 3 divisions and the executive team will be essential in making decisions regarding the company's financial strategy and operations. A strong background in finance and management, along with exceptional leadership skills, is required. Responsibilities include creating and managing budgets, monitoring spending, performing account reconciliation for all departments, reviewing budget progress, and reporting to the CFO. Recommend changes to company processes and policies to reduce costs and maximize profits. Implement a variable profit and loss statement, assist in month-end and year-end closing, manage costing, taxation, Legal, HR&GA, IT, and Commercial teams. The ideal candidate will possess strong finance-based analytical skills, excellent time management skills, at least 15 years of finance experience, and experience working with 400+ employees. A degree in Finance, Accounting, or a related field is required; a CPA or MBA is preferred but not mandatory. Experience with accounting software such as SAP, proven work experience as a Cost Accountant, Cost Analyst, Accountant, or similar role, and mandatory costing experience are necessary. Computer literacy, particularly in MS Excel with familiarity with VLOOKUPs and pivot tables, is essential. The working days for this position are Monday to Saturday, with the working hours being from 7:50 to 16:20, including a lunch break of 30 minutes and a tea break of 15 minutes.,

You will be joining Insurance and Finance Pvt Ltd. in a full-time hybrid role as a Financial Planner based in Bijapur, with the flexibility of working partially from home. As a Financial Planner, your primary responsibility will be to create comprehensive financial plans for clients, offer personalized financial planning services, and assist clients in their retirement planning endeavors. Your duties will involve evaluating the financial status of clients, suggesting suitable financial products and services, and nurturing lasting client relationships to ensure the achievement of their financial objectives. To excel in this role, you should possess strong competencies in Financial Planning, Personal Financial Planning, and Retirement Planning. A Certified Financial Planner certification would be highly valued. A solid foundation in Finance and relevant financial services, exceptional analytical and problem-solving abilities, outstanding interpersonal and communication skills, and the capacity to work effectively both independently and collaboratively are essential. Prior experience in the insurance and finance sector is beneficial. A Bachelor's degree in Finance, Economics, Business, or a related discipline would be advantageous for this position. If you believe you meet the qualifications and are enthusiastic about providing financial guidance and support to clients, we encourage you to apply for this exciting opportunity. For further details and to start the application process, please contact HR at Insurance and Finance Pvt Ltd., represented by Vikram D at 8108309971.,

Are you a person with innovative thinking and a proactive attitude Do you have a continuous improvement and process delivery mindset If so, we have an exciting opportunity for you to join the Global Business Service (GBS) Finance team at Novo Nordisk. Take the next step in your career and apply today for a life-changing opportunity. You will be joining the Global Finance GBS Bangalore team, which was established in 2007. Our team is responsible for supporting Accounting, Finance & Procurement, Financial Planning & Analysis (FP&A) for Headquarters, North America, International Operations (IO), Product Supply & GBS Bangalore. Our main purpose is to provide superior service to our stakeholders consistently and add value to the processes in terms of standardization and efficiency. As a Sr. Team Leader at Novo Nordisk, you will have the following responsibilities: - Ensuring all the processes are delivered with high quality by the team along with smooth month-end, quarter-end closings and all the guidelines and supporting documentations are up to date. - Supporting manager and respective line of business (regions/operations units) in achieving team priorities/goals planning, coordination, key learnings, and review for critical activities. - Identifying and driving the new tasks and transitions in line with offshoring methodology and driving standardization projects and initiatives in the respective line of business. - Maintaining/developing relevant IT systems and financial models and also securing good collaboration between GBS and onsite team. - Active participation in monthly meetings with stakeholders and also in the key learnings meeting in FPA team. - Coaching & developing talents within the team. To be successful in this role, you should have the following qualifications: - Masters in finance (or equivalent) from a well-recognized institute with a good academic track record and grades. - Minimum 12-14 years of relevant work experience or sound understanding of Financial Planning and Analysis (Business controlling, financial reporting, budgeting, and forecasting). - Along with FP&A, accounting and finance knowledge is an added advantage. - Knowledge of NN and the pharmaceutical industry. - Working knowledge of Power BI/Tableau/Alteryx/QlikSense would be an added advantage. - Proficient with PC-tools, extensive knowledge of MS Office, and good excel/presentation skills. - Clear understanding of NN Way and operationalizing it with strategic thinking, strong analytical skills. - Good communication and presentation skills and a team player. Novo Nordisk is a leading global healthcare company with a 100-year legacy of driving change to defeat serious chronic diseases. Building on our strong legacy within diabetes, we are growing massively and expanding our commitment, reaching millions around the world and impacting more than 40 million patient lives daily. All of this has made us one of the 20 most valuable companies in the world by market cap. Our success relies on the joint potential and collaboration of our more than 63,000 employees around the world. We recognize the importance of the unique skills and perspectives our people bring to the table, and we work continuously to bring out the best in them. Working at Novo Nordisk, we're working toward something bigger than ourselves, and it's a collective effort. Join us! To submit your application, please upload your CV online (click on Apply and follow the instructions). Deadline for application: 4th Oct 2024.,

Join our Financial Planning and Analysis team within the Corporate Operations Group and play a key role in providing strategic insights and trusted reporting to stakeholders. At Macquarie, we value diversity and empower our employees to contribute ideas and drive outcomes. As part of our global financial services group, you will work in a friendly and supportive environment where collaboration is key. Your responsibilities will include managing the recoveries process to ensure the integrity of monthly financials. You will collaborate with stakeholders from various Operations teams, handle adhoc queries, and lead initiatives focused on cost reduction and process improvement. Additionally, you will conduct insightful analyses to support better management decisions and demonstrate a risk mindset to identify budget variances or issues. To be successful in this role, you should hold a CA qualification with 2 to 4 years of post-qualification experience in the banking and financial services industry. Strong customer service ethics, relationship building skills, and stakeholder management abilities are essential. You should also possess strong analytical skills and knowledge of technology enablement solutions like Apptio, Power BI, PeopleSoft GL, and TM1. Experience in implementing automation initiatives and operational excellence is advantageous. At Macquarie, we welcome individuals who are passionate about building a better future. If you are excited about this opportunity, we encourage you to apply. In the Corporate Operations Group at Macquarie, you will work at the core of our organization. Join a collaborative team that drives digitalization, sustainability, and social impact for the benefit of our people, customers, shareholders, and communities. Our teams focus on technology, digital transformation, data, operations, human resources, business services, corporate strategy, solutions, and the Macquarie Group Foundation. Macquarie offers a wide range of benefits to its employees, including hybrid and flexible working arrangements, wellbeing leave, paid parental leave, paid volunteer leave, and donation matching. We also provide benefits to support physical, mental, and financial wellbeing, along with numerous learning and development opportunities. Macquarie is committed to diversity, equity, and inclusion. If you require any adjustments to your working arrangements or the recruitment process, please inform us when applying.,

You have an excellent job opportunity as an Investment Advisory Sales & Business Development professional at a fintech advisory firm based in New Delhi. The firm focuses on Mutual Funds and overseeing Assets Under Management (AUM). As a part of the core team, you will work closely with the founders in a fast-growing personal finance advisory platform. Your responsibilities will include acquiring clients for investment planning, goal-based financial planning, and asset allocation strategies. You will also be involved in preparing reports and presentations for investor awareness and client engagement. Educating potential clients about the firm's services through offline or online meetings and converting new clients will be key aspects of your role. The role does not involve product selling targets and requires you to work full days from Monday to Friday (9:30 AM to 6:30 PM) with half-day work from home on Saturdays. You will have a mix of work from the office and meeting clients face to face as needed. Experience in dealing with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) is essential, along with managing Mutual Funds or AUM independently. Ideal candidates should have an educational background in Finance, Marketing, or Sales with a minimum of 3 years and a maximum of 15 years of experience in Sales, Wealth Management, or Banking. Acquiring HNI/UHNI clients in wealth/portfolio management, mutual funds, and financial planning will be your primary focus. Good written and spoken English communication skills are necessary for this role. Additionally, being presentable, analytical, possessing good interpersonal skills, being a quick learner, and having an ownership mindset are valuable soft skills required for success in this position. The company is a fee-only fintech advisory firm established in 2014, offering unique and high-quality investment management solutions. Run by professionals from IIT/CFA/CFP backgrounds, the firm is a SEBI Registered Investment Adviser (RIA), providing unbiased and personalized services at an affordable cost. The firm operates as a true fiduciary by not earning any commissions. The office is located in Nehru Place, Delhi. If you meet the candidate eligibility criteria and possess the required qualifications and skills, please share your updated resume along with details of your Current CTC, Expected CTC, Notice period, and Reason for job change to chitamber@thesearchhouse.com. Thank you for considering this opportunity. Chitamber Sana Connecting Jobseekers Hiring Companies Mobile: 9650695871 Website: http://www.thesearchhouse.com,

The role of a Financial Due Diligence Staff Level I Accountant involves performing financial due diligence procedures related to the sale and purchase of companies and businesses. Working with a project team, you will focus on identifying risks that are crucial to the success of a transaction. This includes preparing and evaluating pro forma financial information, analyzing balance sheet components and valuation issues, and supporting buyers in negotiations and purchase price adjustments. Your role will also involve providing input to purchase and debt agreements, analyzing working capital requirements, and researching industry trends to offer insights to clients. To be eligible for this role, you must be a Qualified CPA or hold a Chartered Accountancy degree or MBA in Finance from a premier institute with 0-2 years of experience. Relevant experience in Financial Due Diligence, external audit, mergers and acquisitions transactions, or financial planning and analysis is preferred. Strong analytical skills are essential, along with the ability to interpret complex data and prioritize effectively on projects. Adaptability to new challenges and concepts is also key to success in this role.,

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Hyderabad, Bangalore, Chennai Salary- 15 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. [HIDDEN TEXT] Show more Show less

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Pune/ Mumbai Salary- 15 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. [HIDDEN TEXT] Show more Show less

As a senior member of our Finance & Strategy Department at a leading Pharmaceutical Manufacturing company based in Indore (M.P), you will play a crucial role in shaping the organization's future. With 12-15 years of experience in the Pharma Industry and an MBA qualification, you will work closely with the MD and the Board as part of the Senior Leadership Team to develop and implement an ambitious and innovative strategy. Your responsibilities will include leading strategic reviews, planning processes, and organizational reporting. You will actively contribute to problem-solving initiatives and ensure that the organization is well-equipped to achieve its strategic goals. Additionally, you will drive financial planning by analyzing performance, assessing risks, and maintaining a clear understanding of the company's financial position. In this role, you will also be responsible for developing business development and planning capabilities to identify new growth opportunities and drive innovation. You will work with the Senior Leadership Team to establish the necessary platforms, systems, and resources to support data-driven decision-making and evidence-based practices within the organization. Furthermore, you will be tasked with developing the corporate fundraising strategy, managing relationships with partners and investors, and spearheading mergers and acquisitions deals. Your role will involve leading due diligence functions and providing comprehensive reports to various stakeholders to facilitate informed decision-making. If you are a proactive and autonomous leader with a passion for strategic planning, financial management, and business development, we invite you to join our team and contribute to our journey towards becoming a more agile and growth-oriented organization.,

Position Title: Regional Finance Director Department: Finance Reporting To: Chief Financial Officer (CFO) or equivalent Location: Kenya (with frequent regional travel) Position Summary The Regional Finance Director is a senior leadership role based in Kenya, responsible for overseeing the financial operations, performance, and compliance of a portfolio of 6-7 hotels across multiple regions. The incumbent will work closely with hotel General Managers, finance teams, and corporate leadership to drive financial performance, ensure regulatory compliance, and align financial strategies with the organization&aposs objectives. Key Responsibilities1. Financial Leadership & Strategy Provide strategic financial leadership to hotel operations in Kenya and other assigned regions. Develop and implement financial strategies aligned with the organizations goals to drive sustainable growth and profitability. Lead financial planning, budgeting, and forecasting processes across the portfolio of hotels. 2. Performance Monitoring & Analysis Monitor and analyse financial performance metrics, ensuring hotels meet financial targets. Deliver data-driven insights and actionable recommendations to improve revenue, control costs, and enhance profitability. Regularly review financial results with hotel and corporate leadership to assess performance against budgets and strategic goals. 3. Compliance & Risk Management Ensure adherence to local Kenyan financial regulations, tax laws, and corporate policies. Oversee audits and ensure timely, accurate submission of statutory and corporate financial reports. Identify and mitigate financial risks, ensuring operational resilience and compliance. 4. Team Management & Development Lead, mentor, and develop finance teams across the hotels to achieve operational excellence. Provide training and support to hotel management teams to enhance financial decision-making. Promote a culture of accountability, innovation, and continuous improvement within the finance function. 5. Collaboration & Stakeholder Engagement Act as the key financial liaison between the corporate office, hotel General Managers, and other stakeholders. Collaborate with functional leaders in sales, marketing, and operations to support business growth and strategic initiatives. Build strong relationships with external stakeholders, including auditors, regulatory authorities, and banking partners. 6. Systems & Process Improvement Drive the implementation and optimization of financial systems, tools, and processes for improved efficiency and accuracy. Identify opportunities for cost-saving measures and operational improvements across the region. Qualifications & ExperienceEducation Bachelors degree in Finance, Accounting, Economics, or a related field. MBA or professional certification (e.g., CPA, ACCA, CMA) is highly desirable. Experience Minimum 8-10 years of progressive financial management experience, including 3-5 years as a Regional Finance Director or similar role. Proven experience managing the financial operations of multiple hotels (4-5 properties or more). Strong understanding of financial regulations and taxation in Kenya and the East Africa region. Extensive experience in the hospitality industry is essential. Skills & Competencies Strong financial planning, reporting, and analytical skills. Proficiency in financial systems (e.g., Oracle, SAP) and hotel management software (e.g., Opera, Micros). Exceptional leadership, communication, and stakeholder management skills. Ability to work in a dynamic, multicultural environment and adapt to regional complexities. Strong business acumen and a strategic mindset. Show more Show less

Are you intellectually curious and have a passion for promoting solutions across organizational boundariesJoin the Consumer & Community Banking (CCB) Stress Testing Transformation team for a dynamic opportunity to design and build creative solutions for the future of stress testing and annual CCAR exercises. As an Associate in the Stress Testing Transformation Solution team, you will be a strategic thinker and passionate about designing and building creative solutions for the future of Stress Testing (Quarterly Stress testing and Annual Comprehensive Capital Analysis and Review exercises). You will spend your time solving complex problems, demonstrating strategic thought leadership, and designing / changing the way our stakeholders operate. Leveraging a deep understanding of CCB Stress Testing process and extensive Finance domain knowledge, you will build scalable solutions that optimize process efficiencies and the use of data assets and advance platform capabilities Job responsibilities Collaborate with cross functional teams to lead the design and implementation of end-to-end solutions for Stress Testing, assessing and addressing business problems with different technical solutions Provide expertise in process re-engineering and guidance based on Roadmap for large-scale Stress Testing transformation initiatives Assess, challenge, and solution on Stress Testing end-to-end process focusing on source of data, with the ability to influence and drive the roadmap Be proactive in learning new technologies to evaluate and recommend solutions and architecture including integration with APIs, Python, AI/ML technology with other enterprise applications Leverage business knowledge and expertise in CCAR, Stress Testing, and forecast to drive process transformation Convert complex issues and break it down into simple, manageable steps or achievements Maintain strong controls in close partnership with internal functions and in accordance with company policies Required qualifications, capabilities, and skills Bachelor s degree in finance or related field and/or CA/ CFA/ MBA / PGDBM from top Tier Institute is required 8+ years experiences in Analytics Solution, Data Analytics or Planning & Analysis job functions In depth knowledge of Financial Planning, forecasting and/or Stress testing/CCAR, as well as source of data leveraged by these Experience with Databricks, and/or SQL and Python, or other data platforms Experience with modeling data and using data transformation tools on large datasets Ability to collaborate with global teams and deliver in a fast paced, results driven environment Possess a transformation mindset with strong strategic thinking, problem solving and analytical skills Preferred qualifications, capabilities, and skills Program Management including transformation experience, problem solving and analytical skills Are you intellectually curious and have a passion for promoting solutions across organizational boundariesJoin the Consumer & Community Banking (CCB) Stress Testing Transformation team for a dynamic opportunity to design and build creative solutions for the future of stress testing and annual CCAR exercises. As an Associate in the Stress Testing Transformation Solution team, you will be a strategic thinker and passionate about designing and building creative solutions for the future of Stress Testing (Quarterly Stress testing and Annual Comprehensive Capital Analysis and Review exercises). You will spend your time solving complex problems, demonstrating strategic thought leadership, and designing / changing the way our stakeholders operate. Leveraging a deep understanding of CCB Stress Testing process and extensive Finance domain knowledge, you will build scalable solutions that optimize process efficiencies and the use of data assets and advance platform capabilities Job responsibilities Collaborate with cross functional teams to lead the design and implementation of end-to-end solutions for Stress Testing, assessing and addressing business problems with different technical solutions Provide expertise in process re-engineering and guidance based on Roadmap for large-scale Stress Testing transformation initiatives Assess, challenge, and solution on Stress Testing end-to-end process focusing on source of data, with the ability to influence and drive the roadmap Be proactive in learning new technologies to evaluate and recommend solutions and architecture including integration with APIs, Python, AI/ML technology with other enterprise applications Leverage business knowledge and expertise in CCAR, Stress Testing, and forecast to drive process transformation Convert complex issues and break it down into simple, manageable steps or achievements Maintain strong controls in close partnership with internal functions and in accordance with company policies Required qualifications, capabilities, and skills Bachelor s degree in finance or related field and/or CA/ CFA/ MBA / PGDBM from top Tier Institute is required 8+ years experiences in Analytics Solution, Data Analytics or Planning & Analysis job functions In depth knowledge of Financial Planning, forecasting and/or Stress testing/CCAR, as well as source of data leveraged by these Experience with Databricks, and/or SQL and Python, or other data platforms Experience with modeling data and using data transformation tools on large datasets Ability to collaborate with global teams and deliver in a fast paced, results driven environment Possess a transformation mindset with strong strategic thinking, problem solving and analytical skills Preferred qualifications, capabilities, and skills Program Management including transformation experience, problem solving and analytical skills

Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or a related quantitative field, or equivalent practical experience, 4 years of experience in financial planning and analysis, consulting, or a related field, or an advanced degree, Preferred qualifications: Experience with building data infrastructure ( e-g , designing architecture, building data pipelines, implementing monitoring) and implementing reporting solutions, Experience in developing strategies in a changing environment, making business decisions for resource allocation to achieve the business outcome, Ability to work with data to produce analysis, promote decision making with numerical analysis and generating insights, Ability to communicate with all levels, set objectives and achieve results, Excellent communication skills with the ability to work with multiple departments, About the jobFinancial Analysts ensure that Google makes sound financial decisions As a Financial Analyst, your work, whether it's modeling business scenarios or tracking performance metrics, is used by our leaders to make strategic company decisions Working on multiple projects at a time, you are focused on the details while finding creative ways to take on big picture challenges, As someone who knows the workings of the core Finance team inside and out, you'll lead individual projects to transform planning, tracking and control processes You'll provide senior level management with insightful recommendations, planning and reporting support The name Google came from "googol," a mathematical term for the number 1 followed by 100 zeros And nobody at Google loves big numbers like the Finance team when providing in depth analysis on all manner of strategic decisions across Google products From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business, Responsibilities Perform analysis of datasets to extract information, identify trends, and generate insights for the business, Identify, evaluate, and prioritize risks followed by coordinated and economical application of resources to minimize, monitor, and control the probability of unfortunate events or to maximize the realization of opportunities, Manage projects involving multiple stakeholders, timelines, organizational implications, and changing circumstances, Google is proud to be an equal opportunity workplace and is an affirmative action employer We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status We also consider qualified applicants regardless of criminal histories, consistent with legal requirements See also Google's EEO Policy and EEO is the Law If you have a disability or special need that requires accommodation, please let us know by completing our Accommodations for Applicants form , Show

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction Principal Responsibilities Team Oversight & Supervision Review client meeting notes or investment proposals submitted by ICs (sample basis) Approve or validate large/complex investment recommendations or bespoke portfolio strategies Provide guidance on critical cases escalated by ICs (client objections, complex products, suitability doubts) Client Engagement Direct interaction with key clients (especially top-tier Premier and C-Suite clients) where required by RMs or ICs Join strategic client meetings for portfolio rebalancing, tactical ideas, or complex estate/liquidity planning Market Monitoring & Tactical Alignment Disseminate global and local market updates (HSBC Global Research, CIO Office, external feeds). Ensure team is aligned on talking points and investment narratives for client conversations Internal Coordination Head of Wealth / Premier / Private for revenue priorities, campaigns, and IC support asks Product Teams (MFs, Bonds, Alternatives) to discuss product pipeline or support needs Compliance & Risk if required for specific approvals or clarifications Governance & Documentation Review daily dashboards / surveillance alerts (if available) for IC activities Ensure all counselling notes and risk profiling updates are documented as per policy Respond to urgent internal audit or regulatory queries related to investment advisory Pipeline & Performance Reviews Client engagement activity by ICs (calls/meetings/notes Conversion funnel (meeting conducted implemented Top clients with high opportunity or low engagement Track AUM movement, product mix, and investment penetration Campaign & Initiative Planning Plan IC support for Investment campaigns (e.g., Equity SIP drive, PMS/AIF penetration, overall wealth penetration) RM/IC joint engagement drives (e.g., Top 100 clients, NRI week, etc.). Regional events or virtual webinars with clients Requirements At least 15 years of relevant experience in a Bank of Asset Management Companies MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred Strong analytical and problem-solving skills Proven ability in productivity enhancement Demonstrate behaviours consistent with HSBC Values Expertise in bank s systems and processes Skills in sales, financial planning and communication Knowledge of bank and operating platforms Industry and sector knowledge Knowledge of sales and service techniques and models Excellent interpersonal skills Coaching techniques on a team or one to one basis Planning and organising skills Useful Link Link to Careers Site: Click HERE You ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Are you intellectually curious and have a passion for promoting solutions across organizational boundariesJoin the Consumer & Community Banking (CCB) Stress Testing Transformation team for a dynamic opportunity to design and build creative solutions for the future of stress testing and annual CCAR exercises. As a Vice President in the Stress Testing Transformation Solution team, you will be a strategic thinker and passionate about designing and building creative solutions for the future of Stress Testing (Quarterly Stress testing and Annual Comprehensive Capital Analysis and Review exercises). You will spend your time solving complex problems, demonstrating strategic thought leadership, and designing / changing the way our stakeholders operate. Leveraging a deep understanding of CCB Stress Testing process and extensive Finance domain knowledge, you will build scalable solutions that optimize process efficiencies and the use of data assets and advance platform capabilities Job responsibilities Collaborate with cross functional teams to lead the design and implementation of end-to-end solutions for Stress Testing, assessing and addressing business problems with different technical solutions Provide expertise in process re-engineering and guidance based on Roadmap for large-scale Stress Testing transformation initiatives Assess, challenge, and solution on Stress Testing end-to-end process focusing on source of data, with the ability to influence and drive the roadmap Be proactive in learning new technologies to evaluate and recommend solutions and architecture including integration with APIs, Python, AI/ML technology with other enterprise applications Leverage business knowledge and expertise in CCAR, Stress Testing, and forecast to drive process transformation Convert complex issues and break it down into simple, manageable steps or achievements Maintain strong controls in close partnership with internal functions and in accordance with company policies Required qualifications, capabilities, and skills Bachelor s degree in finance or related field and/or CA/ CFA / MBA / PGDBM from top Tier Institute is required 12+ years experiences in Analytics Solution, Data Analytics or Planning & Analysis job functions In depth knowledge of Financial Planning, forecasting and/or Stress testing/CCAR, as well as source of data leveraged by these Experience with Databricks, and/or SQL and Python, or other data platforms Experience with modeling data and using data transformation tools on large datasets Ability to collaborate with global teams and deliver in a fast paced, results driven environment Possess a transformation mindset with strong strategic thinking, problem solving and analytical skills Preferred qualifications, capabilities, and skills Prior team management experience Are you intellectually curious and have a passion for promoting solutions across organizational boundariesJoin the Consumer & Community Banking (CCB) Stress Testing Transformation team for a dynamic opportunity to design and build creative solutions for the future of stress testing and annual CCAR exercises. As a Vice President in the Stress Testing Transformation Solution team, you will be a strategic thinker and passionate about designing and building creative solutions for the future of Stress Testing (Quarterly Stress testing and Annual Comprehensive Capital Analysis and Review exercises). You will spend your time solving complex problems, demonstrating strategic thought leadership, and designing / changing the way our stakeholders operate. Leveraging a deep understanding of CCB Stress Testing process and extensive Finance domain knowledge, you will build scalable solutions that optimize process efficiencies and the use of data assets and advance platform capabilities Job responsibilities Collaborate with cross functional teams to lead the design and implementation of end-to-end solutions for Stress Testing, assessing and addressing business problems with different technical solutions Provide expertise in process re-engineering and guidance based on Roadmap for large-scale Stress Testing transformation initiatives Assess, challenge, and solution on Stress Testing end-to-end process focusing on source of data, with the ability to influence and drive the roadmap Be proactive in learning new technologies to evaluate and recommend solutions and architecture including integration with APIs, Python, AI/ML technology with other enterprise applications Leverage business knowledge and expertise in CCAR, Stress Testing, and forecast to drive process transformation Convert complex issues and break it down into simple, manageable steps or achievements Maintain strong controls in close partnership with internal functions and in accordance with company policies Required qualifications, capabilities, and skills Bachelor s degree in finance or related field and/or CA/ CFA / MBA / PGDBM from top Tier Institute is required 12+ years experiences in Analytics Solution, Data Analytics or Planning & Analysis job functions In depth knowledge of Financial Planning, forecasting and/or Stress testing/CCAR, as well as source of data leveraged by these Experience with Databricks, and/or SQL and Python, or other data platforms Experience with modeling data and using data transformation tools on large datasets Ability to collaborate with global teams and deliver in a fast paced, results driven environment Possess a transformation mindset with strong strategic thinking, problem solving and analytical skills Preferred qualifications, capabilities, and skills Prior team management experience

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S.O.A.R. Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. Position Overview Position Title Branch Head - DSF Department DSF-Agency Sales Level/ Band Asst Manager Role Summary : Drives sales in the zone through liaison with channel partners, Interacts with sales staff of the channel partners to motivate them to sell company products, Manages customer queries & complaints & ensures they are resolved. Organizational Relationships Reports To Associate Circle Head - DSF Supervises Relationship Managers Job Dimensions Geographic Area Covered City / Area specific as advised Stakeholders Internal Agency Sales Stakeholders External NA Key Result Areas Distribution Deliverables Manage a team of 12 Financial Planning officers & Wealth Management Consultants under the Direct Sales Force vertical. Ensure team is run in full strength and hire/replacement FPOs as per budgeted strength communicated. Achieve sales targets on issued FYP as per budgets informed. Implement training road map and ensure all FPOs are well trained as per needs and organizational objectives. Implement Needs based Selling and Activity Management processes among FPOs. Ensure Goal sheets and performance review process is in place within timelines. Support the business planning and implementation process for the business with the Manager. Submission for required reports as per the timelines. Review with Regional Manager as per agreed periodicity. Business Results Monitor and evaluate achievement of targets against the following parameters: o Issued FYP/ o Productivity per FPO o Productivity per Sales Manager Team, o Case rate, o Average Case Size, o Activity Ratio, o Attrition. Monitor, control & evaluate the activity of the Sales Manager through Activity Management System and Lead Management System. Achieve the Team Cross Sell/ Up-Sell Targets from the orphan customer base allocated to the team in the Region Meeting service-related goals and achieve renewal, reinstatement and resulting Persistency objectives for the teams in the Region. People Development Enable superlative performance standards through alignment of the team with the organization s objectives as communicated from time to time. Ensure clear communication of the overall strategies and drive ownership on goals and objectives. Develop the competencies of the Sales Managers. Observe & demonstrate skills & knowledge with the Sales Managers. Customer Relationship Management Engage regularly with the allocated Digital leads/ orphan /newly acquired customers to ensure higher retention, customer satisfaction and continued relationship. Ensure all customers are serviced to the standards set up. Code of conduct and ensuring compliance of statutory norms Adherence to the code of conduct by the entire Region. Conformation to all financial and administrative systems. Ensure compliance with TALIC norms for the Branches in the Region. Compliance with all statutory and regulatory norms in the Region. Risk Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical MS Office Suite Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Incumbent Characteristics Essential Desired Qualification Graduate PG/MBA Experience Minimum 3 5 years of Sales Management experience. Minimum 2 3 years of Sales Management experience. Disclaimer : Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink:

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S.O.A.R. Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. Position Overview Position Title Branch Head - DSF Department DSF-Agency Sales Level/ Band Asst Manager Role Summary : Drives sales in the zone through liaison with channel partners, Interacts with sales staff of the channel partners to motivate them to sell company products, Manages customer queries & complaints & ensures they are resolved. Organizational Relationships Reports To Associate Circle Head - DSF Supervises Relationship Managers Job Dimensions Geographic Area Covered City / Area specific as advised Stakeholders Internal Agency Sales Stakeholders External NA Key Result Areas Distribution Deliverables Manage a team of 12 Financial Planning officers & Wealth Management Consultants under the Direct Sales Force vertical. Ensure team is run in full strength and hire/replacement FPOs as per budgeted strength communicated. Achieve sales targets on issued FYP as per budgets informed. Implement training road map and ensure all FPOs are well trained as per needs and organizational objectives. Implement Needs based Selling and Activity Management processes among FPOs. Ensure Goal sheets and performance review process is in place within timelines. Support the business planning and implementation process for the business with the Manager. Submission for required reports as per the timelines. Review with Regional Manager as per agreed periodicity. Business Results Monitor and evaluate achievement of targets against the following parameters: o Issued FYP/ o Productivity per FPO o Productivity per Sales Manager Team, o Case rate, o Average Case Size, o Activity Ratio, o Attrition. Monitor, control & evaluate the activity of the Sales Manager through Activity Management System and Lead Management System. Achieve the Team Cross Sell/ Up-Sell Targets from the orphan customer base allocated to the team in the Region Meeting service-related goals and achieve renewal, reinstatement and resulting Persistency objectives for the teams in the Region. People Development Enable superlative performance standards through alignment of the team with the organization s objectives as communicated from time to time. Ensure clear communication of the overall strategies and drive ownership on goals and objectives. Develop the competencies of the Sales Managers. Observe & demonstrate skills & knowledge with the Sales Managers. Customer Relationship Management Engage regularly with the allocated Digital leads/ orphan /newly acquired customers to ensure higher retention, customer satisfaction and continued relationship. Ensure all customers are serviced to the standards set up. Code of conduct and ensuring compliance of statutory norms Adherence to the code of conduct by the entire Region. Conformation to all financial and administrative systems. Ensure compliance with TALIC norms for the Branches in the Region. Compliance with all statutory and regulatory norms in the Region. Risk Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical MS Office Suite Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Incumbent Characteristics Essential Desired Qualification Graduate PG/MBA Experience Minimum 3 5 years of Sales Management experience. Minimum 2 3 years of Sales Management experience. Disclaimer : Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink:

WHAT WE DO MATTERS: At The Knot Worldwide, we champion celebration - and that starts with celebrating our people. Our employees are passionate dreamers, thoughtful doers, and lifelong learners who power meaningful moments for millions around the world. We re united by authentic connection, shared purpose, and a deep commitment to the global community we serve. Here, flexibility and belonging go hand in hand with high performance. We believe the best ideas come from empowered teams: those who consistently collaborate with intention to design solutions, spark ideas, and drive impact. We inspire, we build, and we celebrate. We dream big, love our users, hustle every day, and always do the right thing to win - together. Our people are at the heart of our success. ABOUT THE ROLE AND OUR TEAM: Field sales experience is a must! Venue sales team will work on the assigned targets and make sure to help the business in growth. You will be engaged in the consultative selling pitch with the capability to handle clients. RESPONSIBILITIES: Managing the full lifecycle sales process to include qualifying, pitching, and closing with a focus on new business growth and creating a positive and productive customer experience Growing assigned region by consistently hitting monthly sales quotas and successfully manage a sales pipeline from start to finish Prospecting and identifying decision makers by making cold and warm calls Using a highly-consultative sales approach to promote WeddingWire products SUCCESSFUL CANDIDATES HAVE: Educational Qualification: Any Bachelor s Degree Work Experience: 2-6 Years of Experience Must Have- Field Sales Experience Good communication skills (A good listener) Solution Selling High confidence in managing customer quoting & contracts Strong customer-facing acumen and communication skills Excellent organizational skills At The Knot Worldwide, we believe you are more than a resume and invite you to go for it, take the leap of faith, and apply for this job if it sparks your passion to join TKWW and make a difference! WHAT WE LOVE ABOUT YOU: You Dream Big. You iterate and experiment to drive innovation. You Love Our Users. You keep our global community at the center of everything you do. You Do the Right Thing. You strengthen your team through respect, fairness, and inclusion. You Hustle Every Day. You favor urgency and own your outcomes. You Win Together. People are at the heart of our success and you play as a team. WHAT YOU LOVE ABOUT US: We believe in a wide range of holistic offerings to support our employees so that they can live our values day in and day out. From mental wellbeing, physical health and financial planning, to engaging perks and discounts, we are in the business of celebrating and supporting the Moments that Matter both in and out of the office . We offer flexible vacation, generous parental leave and prioritize initiatives that support the growth, development, and happiness of our people. . It s designed to support how we work best: combining the flexibility we value with meaningful opportunities to connect in person. . For . For roles not eligible for in-office expectations , we support connection through virtual collaboration and intentional gatherings. To facilitate in-person collaboration, we have office spaces in Barcelona, Spain; Delhi, India; Galway, Ireland; London, England; New York, NY; and Washington, D.C. --

WHAT WE DO MATTERS: At The Knot Worldwide, we champion celebration - and that starts with celebrating our people. Our employees are passionate dreamers, thoughtful doers, and lifelong learners who power meaningful moments for millions around the world. We re united by authentic connection, shared purpose, and a deep commitment to the global community we serve. Here, flexibility and belonging go hand in hand with high performance. We believe the best ideas come from empowered teams: those who consistently collaborate with intention to design solutions, spark ideas, and drive impact. We inspire, we build, and we celebrate. We dream big, love our users, hustle every day, and always do the right thing to win - together. Our people are at the heart of our success. ABOUT THE ROLE AND OUR TEAM: Field sales experience is a must! Venue sales team will work on the assigned targets and make sure to help the business in growth. You will be engaged in the consultative selling pitch with the capability to handle clients. RESPONSIBILITIES: Managing the full lifecycle sales process to include qualifying, pitching, and closing with a focus on new business growth and creating a positive and productive customer experience Growing assigned region by consistently hitting monthly sales quotas and successfully manage a sales pipeline from start to finish Prospecting and identifying decision makers by making cold and warm calls Using a highly-consultative sales approach to promote WeddingWire products SUCCESSFUL CANDIDATES HAVE: Educational Qualification: Any Bachelor s Degree Work Experience: 2-6 Years of Experience Must Have- Field Sales Experience Good communication skills (A good listener) Solution Selling High confidence in managing customer quoting & contracts Strong customer-facing acumen and communication skills Excellent organizational skills At The Knot Worldwide, we believe you are more than a resume and invite you to go for it, take the leap of faith, and apply for this job if it sparks your passion to join TKWW and make a difference! WHAT WE LOVE ABOUT YOU: You Dream Big. You iterate and experiment to drive innovation. You Love Our Users. You keep our global community at the center of everything you do. You Do the Right Thing. You strengthen your team through respect, fairness, and inclusion. You Hustle Every Day. You favor urgency and own your outcomes. You Win Together. People are at the heart of our success and you play as a team. WHAT YOU LOVE ABOUT US: We believe in a wide range of holistic offerings to support our employees so that they can live our values day in and day out. From mental wellbeing, physical health and financial planning, to engaging perks and discounts, we are in the business of celebrating and supporting the Moments that Matter both in and out of the office . We offer flexible vacation, generous parental leave and prioritize initiatives that support the growth, development, and happiness of our people. . It s designed to support how we work best: combining the flexibility we value with meaningful opportunities to connect in person. . For . For roles not eligible for in-office expectations , we support connection through virtual collaboration and intentional gatherings. To facilitate in-person collaboration, we have office spaces in Barcelona, Spain; Delhi, India; Galway, Ireland; London, England; New York, NY; and Washington, D.C. -- US Notice: The Knot Worldwide provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, or disability. In addition to federal law requirements, The Knot Worldwide complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. The Knot Worldwide expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Privacy Notice: TKWW processes your personal data as part of the recruitment process, based on the legal basis of executing pre-contractual measures at your request. This means we use your information to assess your application and carry out the necessary steps for a potential employment contract. Only the information strictly necessary for evaluating your application is collected. You can request access, rectification, or deletion of your data. For more information on how we handle your personal data, please refer to our Privacy Policy . If you wish to file a complaint, you may contact the competent data protection authority.

ISP India Private Limited Are you the kind of person that is always thinking, sketching, seeking, and adjustingWho needs to understand how things work and then figure out how they can work betterAre you a passionate, tenacious, solver who loves to work with others who share your driveAre you positive, constructive, and ingenious Are you always solving Then we d like to meet you and bet you d like to meet us. Ashland has an exciting opportunity for a " Sr Financial Analyst " position to join our Financial Planning Analysis team at our Hyderabad, IN location. This is a very visible, significant role within the Company and the Finance function. This position will report to a senior finance leader. The responsibilities of the position include, but are not limited to, the following: Be involved in the preparation of annual budgets, forecasts and financial plans. Analyze financial data to identify trends, variances, and opportunities for improvement. Collaborate with plant controllers, accounting teams and other cross-functional teams, to drive better financial analysis. Prepare, analyze, and communicate accurate and timely monthly financial reports. Support the leadership by providing them with the analytics they need to run their business including, but not limited to product profitability, costing, and SGA analysis Ability to help streamline processes and identify opportunities to drive automation. Be available to participate in any ad hoc requests or new projects. Actively contribute to the organizational goals by taking initiative, executing on goals and focusing on performance and safety Improve the organization capacity and capabilities through building collaborative relationships, optimizing diverse talent and utilizing positive communications and influence with others. In order to be qualified for this role, you must possess the following: 6-7 years of experience, preferably in a manufacturing company MBA with a desired concentration in Finance or Accounting Excellent communication skills, with the ability to articulate well, A positive attitude with the ability to learn on the job. Ability to work independently and within a team structure in a dynamic and tight deadline-driven environment. Strong technical and operational systems and accounting knowledge. Familiarity with US GAAP Working knowledge of SAP, Power BI, and Qliktech. Ability to learn and use financial softwares and applications for the extraction and analysis of information. In addition to a good financial acumen, an ideal candidate will posses a strong sense of ownership and accountability, along with a lot of initiative. Knowledge and skilled use of Excel. The candidate must demonstrate a high degree of flexibility, adaptability and the ability to handle multiple projects In more than 100 countries, the people of Ashland LLC. (NYSE: ASH) provide the specialty chemicals, technologies and insights to help customers create new and improved products for today and sustainable solutions for tomorrow. Our chemistry is at work every day in a wide variety of markets and applications, including architectural coatings, automotive, construction, energy, personal care and pharmaceutical. Visit www.ashland.com to see the innovations we offer. At Ashland our vision is to be a leading, global specialty chemicals company whose inspired and engaged employees add value to all we touch. In fact our people, employees, customers and vendors define who we are. They are the driving force behind everything we do. Not only do we value our customers but we value our employees, and we work to offer them a dynamic and challenging environment. We hold ourselves to high standards at Ashland, and we value integrity and honesty. Ashland has a history of attracting the best people and keeping them. The reasons are simple: industry competitive salary and benefits, pay-for-performance incentive plans and a diverse work environment where employees feel challenged and valued. People come to Ashland and stay. As a growing Fortune 500 specialty chemicals company, we offer opportunities for development and advancement throughout our global organization. Our values define who we are and what we care about as a company. If you are looking for a relationship with a company instead of simply a job, this may be a great fit. Ashland is proud to be an Equal Opportunity Employer Minorities / Women / Veterans / Disabled / Gender Identity/Sexual Orientation. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability. NOTE: We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have a signed recruiting agreement in place to fill a specific position.

We are seeking an experienced Anaplan Model Builder to join our newly formed Anaplan Centre of Excellence. The ideal candidate will be responsible for designing, building, and maintaining complex Anaplan models to support our financial planning and analysis processes. . Develop, maintain and troubleshoot Anaplan models to support financial planning, budgeting, forecasting, and reporting processes. Collaborate with stakeholders to gather requirements and translate them into effective Anaplan solutions. Ensure data integrity and accuracy within Anaplan models by implementing best practices and performing regular audits. Provide training and support to end-users to ensure effective utilization of Anaplan models. Continuously improve and optimize existing Anaplan models to enhance efficiency and effectiveness. Qualifications: Bachelors degree in Finance, Accounting, Business, or a related field. Minimum of 3 years of experience in financial planning and analysis, with at least 1 years of hands-on experience with Anaplan. Anaplan Model Builder certification is highly preferred. Minimum Level 2 Strong understanding of financial planning and analysis processes and best practices. Excellent analytical and problem-solving skills. Strong communication and interpersonal skills, with the ability to work effectively with cross-functional teams. Proficiency in Excel and other financial modelling tools. Experience with ERP systems and data integration is a plus. Specific Software Skills Required (Tech Stack): Proficiency in Anaplan, including model building and maintenance. Strong skills in Microsoft Excel, including advanced functions and data analysis. Experience with ERP systems such as SAP, Oracle, or Microsoft Dynamics. Experience with business intelligence tools such as Power BI or Tableau is desirable. Preferred Certifications : Mandatory - Anaplan Model Builder Certification Level 2 Optional - Microsoft Excel Expert Certification Optional - Certified ERP Professional (e.g., SAP, Oracle) Optional PowerBI or Tableau certified Employees at all levels are expected to: Understand our Operating Principles; make them the guidelines for how you do your job. Own the customer experience - think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services. Know your stuff - be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences. Win as a team - make big things happen by working together and being open to new ideas. Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers. Drive results and growth. Respect and promote inclusion & diversity. Do whats right for each other, our customers, investors and our communities. Disclaimer: This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications. Please visit the benefits summary on our careers site for more details. Education Bachelors Degree While possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience. Certifications (if applicable) Relevant Work Experience 7-10 Years

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value (TRV). Accountable for achieving annual volume and revenue objective. Ensure Savings Book and loan book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS processes. Job Duties: Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements. Ensure internal and regulatory compliance and address operational risks if any. Requirements: 6-12 years of experience in HNI Sales / Wealth Management / Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage. Education / Preferred Qualification Graduate / Postgraduate with MBA in relevant field Core Competencies Effective probing and listening skills. Strong Relationship Management and influencing skills Self-driven and ambitious. Good written and verbal communication skills Results-oriented, analytical and ability to deliver results under pressure Understanding of competitive positioning Strong service orientation, customer-centric behavior. DBS India - Culture & Behavior Performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints. Build pride and passion to protect, maintain and enhance DBS image and reputation. Enhance knowledge base, build skill sets & develop competencies.

The PRM & SPRM role are client facing roles. Playing a integral part of HSBC RBWM flagship offering of Premier Banking’ To grow and nurture HSBC Premier relationships (the HNI segment of the PLB customer base) and achieve business targets as laid down and in accordance with the business plan To facilitate a single point of contact for all Premier customers, anticipate needs and provide required banking/financial advisory services. The jobholder to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards. The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals as complied with local regulatory requirement. All this needs to be achieved by keeping the highest standards of integrity towards the bank and clients and the regulatory requirements. Principal Accountabilities Impact on the Business / Function Maximize profit and achievement of the growth of Premier clients portfolio Achieve agreed financial targets by development of existing and new relationships Build effective relationships with clients to retain and develop sustainable relationships Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals Effective use of tools and information to drive client service delivery and RBWM performance Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals Establish and agree client contact strategies in line with Group operating models Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales Customers / Stakeholders Own the client relationship with HSBC Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients Monitor client satisfaction data implementing portfolio level improvements Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client Leadership & Teamwork To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered Proactively support others through direct and indirect actions beyond activities particular to this role Collaborate with the wider team to deliver the Branch RBWM Performance measures and plan to support the multi-channel client journey Establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs Operational Effectiveness & Control Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines Agree and manage lending facilities within any agreed Approval Authority (RAA) Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimize loss Adhere to selling process and sales quality requirements Comply with the applicable laws, regulations, Group and local guidelines related to Sanctions and AML policy of HSBC while undertaking various day to day operations Remain alert and promptly report to the Sanctions Officer/ INM FCC office/ Line manager ( As applicable and required by the AML and sanction Policy) if a customer is found to be engaging in sanction evasion activities or violations of AML policy or any other related procedures. Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activities Support the Country or Regional FCC AML Office/ AML Investigations by providing additional information when required Responsible for attending and successfully completing the AML and Sanctions related assigned training in the mandated timeframe Understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC; Requesting additional AML training that you deem necessary or appropriate to perform your jobs through your entity manager Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP. Understand the relatively high reputational risk that arises from any perceived weaknesses in controls in respect of substantial cash deposits or withdrawals activity, wire transfer, monetary instruments and pouch and mail To be aware and Identify high risk indicators for various products and Services offered by INM RBWM example Cash, insurance, credit cards products etc Ensure that all records are obtained in respect of INM RBWM customers or New to bank customer for any products and services provided by HSBC are as per the process laid down. Must ensure that the prescribed process is being followed while dealing with non HSBC customers request for monetary instruments and wire transfers Ensure Adherence to the regulatory guidelines and internal AML & Sanction Policy of HSBC, which includes pouch and mail, monetary instruments, cash services and payment transparency Line of Business Procedures To be aware of AML risk posed by pouch and mail, Monetary instruments, cash services and wire transfer services and should undergo the mandatory training for the same Necessary remediation steps needs to be undertaken in case if there is any breach or non-adherence to the policy laid down in the LoBP Must undertake necessary due diligence to ensure that the nature of the transaction is in sync with the customer profile , else raise it to line manager for further clarification The staff must be aware of the scope of services of various products and services that are offered and those which are prohibited because of the guidelines laid down in the line of Business procedures and must ensure the same is communicated to customer in a effective and polite manner Ensure adequate due diligence is undertaken by the Individual/team to ensure that the nature of the various transactions of wire transfer, cash services, monetary instruments are in sync with customer profile Major Challenges The bank seeks to grow its RBWM business through an efficient operation and the pursuit of providing clients with globally consistent experiences, excellent service, cross selling products and services appropriate to client needs in order to enhance that value. In the face of fierce competition in this segment the bank is seeking to grow the significance of this group in their contribution to our business. The Premier segment typically comprises clients with Total Relationship Balances. We should also recognise our responsibility to the community in which we operate and improve the bank’s profile within those communities building economic value for the bank and its shareholders. The range of competitors and products has established an increased financial awareness in clients, creating demand for increased experience and skill at PRM level. A Premier Relationship Manager requires the following key attributes: Excellent sales and people management skills Client driven with a strong focus on quality of service Strong interpersonal communication skills A strong sense of ownership, responsibility and accountability An excellent understanding of financial planning, wealth management and understanding client need The jobholder forms an integral part of the wider HSBC management team. As part of this wider team the jobholder is expected to identify opportunities in their day to day activities that directly or indirectly contribute to the success of colleagues with differing responsibilities, particularly in other areas of HSBC such as Commercial and Private Bank. Role Context The jobholder will own and manage a portfolio of clients with Total Relationship balance. The jobholder has prime responsibility for: Maximising growth in their portfolio and achieving the RBWM plan/metrics Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources. Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the RBWM strategy in their country Job holder will hold Lending Approval authorities appropriate to their role. The job holder operates within the approved operating and strategic plan process to develop the RBWM business. Management of Risk Adheres to processes and controls to identify and mitigate risks and ensures timely escalation of control issues and reputation risks. Observation of Internal Controls Maintains HSBC internal control standards and addresses audit points and/or any issues raised by regulators in a timely manner. Role Dimensions Portfolio Size of Total Relationship Value of customer Portfolio Size of Premier clients or number of relationships as dictated by market requirements Growth in Income, balances, clients volumes, number of clients, etc.. Requirements Bachelor's degree with relevant experience Minimum of 5-8 years of Relationship management work experience with high net worth clients. Evidence of strong sales results in insurance and investment products Relationship management experience with high net worth clients Strong technical skills in wealth management Strong communication, client focus and influencing skills Strong sales orientation, networking and portfolio management skills Sound knowledge of financial services products and services and the client relationship management system Understanding of the business banking client segment and products, and services Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by the country Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment Able to communicate well in English and local languages Accreditations IRDA and AMFI certifications are mandatory Leadership Capabilities Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly Be ambitious about providing the highest standards of delivery to colleagues and clients Show the ability to set stretch goals for oneself and the ability to deliver these with courage and tenacity Be authentic and show the ability to engage with colleagues and clients to deliver at pace Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses Global Wealth Management - Relationship Manager Technical Capabilities Technical Capabilities Client Skills Client focus Sales orientation Portfolio management Communicating & influencing Business Acumen Marketplace knowledge Business understanding Solutions Premier products and services HSBC services and propositions Processes Risk and compliance Business processes Tools and systems Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. The GCB 5 or GCB 6 will be offered depending on the selected candidate's skill and relevant experience

YoCreativ is looking for Finance Manager to join our dynamic team and embark on a rewarding career journey Develop and maintain financial policies and procedures that ensure the integrity and accuracy of the financial information Oversee the preparation of financial statements, reports, and analysis for management and external stakeholders Lead the budgeting and forecasting processes and provide analysis of financial results against the budget Provide financial analysis and support to the management team to facilitate informed decision-making Manage cash flow and provide recommendations to optimize cash resources Maintain relationships with external stakeholders such as auditors, tax consultants, and financial institutions Ensure compliance with relevant laws, regulations, and accounting standards Strong analytical, problem-solving, and decision-making skills Excellent communication and interpersonal skills

Job Description: As a Finance Manager at BlackStone eIT, you will play a pivotal role in overseeing the organizations financial health and ensuring compliance with regulations. You will lead a team of finance professionals, develop financial strategies, and provide insights to senior management. Your responsibilities will include financial planning, budgeting, forecasting, and financial reporting, as well as assessing risk and ensuring the accuracy of financial statements. Bachelors degree in finance, accounting, or a related field; a masters degree or CPA certification is preferred. At least 7-10 years of relevant experience in finance management roles. Strong analytical skills and proficien