4682 Financial Planning Jobs - Page 16

About BNP Paribas India Solutions Established in 2005, BNP Paribas India Solutions is a wholly owned subsidiary of BNP Paribas SA, European Unions leading bank with an international reach With delivery centers located in Bengaluru, Chennai and Mumbai, we are a 24x7 global delivery center India Solutions services three business lines: Corporate and Institutional Banking, Investment Solutions and Retail Banking for BNP Paribas across the Group Driving innovation and growth, we are harnessing the potential of over 10000 employees, to provide support and develop best-in-class solutions, About BNP Paribas Group BNP Paribas is the European Unions leading bank and key player in international banking It operates in 65 countries and has nearly 185,000 employees, including more than 145,000 in Europe The Group has key positions in its three main fields of activity: Commercial, Personal Banking & Services for the Groups commercial & personal banking and several specialised businesses including BNP Paribas Personal Finance and Arval; Investment & Protection Services for savings, investment, and protection solutions; and Corporate & Institutional Banking, focused on corporate and institutional clients Based on its strong diversified and integrated model, the Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporates and institutional clients) to realize their projects through solutions spanning financing, investment, savings and protection insurance In Europe, BNP Paribas has four domestic markets: Belgium, France, Italy, and Luxembourg The Group is rolling out its integrated commercial & personal banking model across several Mediterranean countries, Turkey, and Eastern Europe As a key player in international banking, the Group has leading platforms and business lines in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific BNP Paribas has implemented a Corporate Social Responsibility approach in all its activities, enabling it to contribute to the construction of a sustainable future, while ensuring the Group's performance and stability Commitment to Diversity and Inclusion At BNP Paribas, we passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued, respected and can bring their authentic selves to work We prohibit Discrimination and Harassment of any kind and our policies promote equal employment opportunity for all employees and applicants, irrespective of, but not limited to their gender, gender identity, sex, sexual orientation, ethnicity, race, colour, national origin, age, religion, social status, mental or physical disabilities, veteran status etc As a global Bank, we truly believe that inclusion and diversity of our teams is key to our success in serving our clients and the communities we operate in, The position of AVP / VP Financial Control is a supervisory position, responsible to ensure that the day-to-day operations of the functions are undertaken as per designed processes and resultant controls are carried out to demonstrate high levels of personal integrity in the conduct of the affairs of the function, The person acts as a mentor to the team, guiding the team members and nurturing talent to effectively manage the function to carry out the activities as planned, Direct Responsibilities Responsible for drawing up accounts of the Company as per applicable regulations and basis IND AS Providing guidance on Financial Accounting to the team on an ongoing basis, To assist in compliance and tax teams by sharing information related to statutory and regulatory compliance and regulatory audits, To contribute to various projects undertaken on an ongoing basis, especially automation and process improvement projects Manage the Nostro Reconciliation and ensure timely closure of breaks, Ensure smooth month end closure and adherence to all Head office reporting requirements as per IFRS requirements Handle Statutory & other audits and ensure smooth completion of audit with no major findings, Prioritize the work and conduct investigation with due diligence on all the discrepancies, Preparing the Board presentation on quarterly basis Attending to routine and ad-hoc requests for data from Senior Management, Contributing Responsibilities Assist in Monthly closure of books including financial statements preparation, Assist in closure of Receivable related accounting and reporting on monthly basis Assist in smooth closure of Monthly & Quarterly activities & timely reporting to HO Assisting in all Compliance related filings Assisting in preparation of Senior Management Dashboard / Board Packs Assist in analyzing the Revenue/Expenses variance on a monthly basis Assist in any matters related to regulatory Audits & tax compliances of the company Technical & Behavioral Competencies Strong analytical skills, detail orientation, service commitment, solid organizational and interpersonal skills and expertise in subject Knowledge, Ability to work independently, as well as in a team environment, prioritizes multiple tasks, and meets strict deadlines, Proficient in Microsoft Office Applications and strong MS-Word & Excel skills required, Excellent communication skills and able to manage stressed work environment, Strong Result oriented and self-driven, To be prepared to travel as required as the team is split between Chennai and Mumbai Specific Qualifications (if Required) Chartered Accountant (CA) with 12 to 16 years of post-qualification experience in relevant industry Show

Responsibilities: Taking responsibility for the planning and execution of financial duties and projects of a company. Preparing financial statements, reports, and forecasts for the business to ensure financial stability. Drafting budgets, income statements, balance sheets, tax returns, and reports required by regulatory authorities. Managing the risks involved in the financial activities of the business. Estimating short and long-term financial objectives by setting performance targets. Compiling financial reports and supervising month-end processes. Drafting procurement processes and signing off on purchase orders. Managing and monitoring metrics, KPI tracking, and reports for the financial department. Evaluate the financial performance of the organization and measure returns on investments. Providing training to staff members regarding financial processes. Prepares financial statements, reports, and forecasts for the business to ensure financial stability. Drafts budgets, income statements, balance sheets, tax returns, and reports required by regulatory authorities. Manages the risks involved in the financial activities of the business.

Role & responsibilities Job Description Hub Finance Head Department: Finance and Accounts Reports To: Job Title Hub Finance Head Finance Shared Services & Business Partner Head Reporting To Hub Head Employees Reporting to this Role: Role Type Roles Reporting Functional / Administrative Branch Finance Lead, Hub Finance Support, Credit Controller Job Summary The Hub Finance Head is responsible for end-to-end financial management at the hub and its associated branches, including financial strategy, budgeting, reporting, compliance, audits, and governance. Key Responsibilities & Accountabilities Area of Responsibility % Time Spent Key Performance Metrics Financial Strategy 10% Hub Budget vs Actual Budgeting & Reporting 35% Timely & accurate month-end closures Review & Governance 35% Reconciliation errors, Collection %, DSO, Bad Debt %, Invoice Accuracy Control & Compliance 20% Audit flags raised/resolved Key Stakeholders Internal External Hub Service Delivery Team HRBP Hub Finance Transaction Centre Clients Government Bodies Core Competencies Awareness of Market Environment Financial Acumen Data & Systems Management Problem Solving & Analysis Simplifying Complexity Collaboration Functional Competencies Accounting Standards & Compliance Financial Reporting Budgeting & Planning Qualifications & Experience Criteria Requirement Education MBA / Master’s or CA / ICWA Experience 10+ years total, 6–7 years in financial/accounting roles Additional Requirements Strong business & accounting understanding • Excellent financial strategy & leadership skills Preferred candidate profile

Job Description: Field Application Manager Position: Field Application Manager Key Responsibilities: Provide management, leadership, and support in the sales of Teradyne Semiconductor Test systems and applications for designated customers and other business needs. Develop and implement resource management strategies to effectively meet customer requirements. Coordinate resources to achieve customer business objectives and ensure timely delivery of solutions. Identify both Teradyne and non-Teradyne resources necessary for delivering customer solutions, tracking and managing deliverables. Mentor application engineers and leaders on technical topics, professional development, and effective management practices. Oversee financial planning and execution, including budgeting for resources, travel, and miscellaneous expenses. Conduct yearly or quarterly technical review meetings with customers, aligning with the company HQ engineering team in advance. Prepare and update Quarterly Business Review (QBR) packages on a quarterly basis. Manage local contractors and enhance their skills to support local application activities effectively. Establish and maintain strong customer relationships to foster trust and collaboration. Qualifications: Bachelor's degree in Engineering, Computer Science, or a related field; advanced degree is a plus. Proven experience in field applications management or a similar role within the semiconductor or technology industry. Strong leadership and interpersonal skills with the ability to mentor and guide teams. Excellent organizational and resource management skills. Strong financial acumen with experience in budget planning and execution. Effective communication skills, both verbal and written. Ability to build and maintain strong customer relationships.

Experience Required. 0 to 3 years. Key Responsibilities. To implement social media solutions developed by the strategy team for various clients of TSBI by using various online social platforms, for example, networking sites, blogs, etc. To work in tandem with the strategy team to understand reasoning behind the execution. To help support the clients of TSBI and to ensure that the strategy is adhered to within the context of that assignment. Use of toolkit to measure and monitor social activities determine what works, tweak and improve content, communications, etc. Respond and react to changes within social networks, changes in functionality, methods of engagement, etc. Monitor and present relevant data, trends, successes, exceptions, etc. Manage social media campaigns and day to day activities and promotions. Analyze campaigns and translate qualitative data into recommendations and plans for revising the social media campaigns. Manage presence in social networking sites and posting on relevant blogs. Work with the Design team to develop creative for the campaign and ensuring that the social media tools are kept up to date. Ensure timely delivery of the project by regular reporting structures and effective client servicing. Be enthusiastic but be responsible. Skills Required. Must have experience in digital marketing domain. Must be flexible, with the ability to multi-task and frequently adjust to changing priorities and timelines. Ability to write great engaging web copy in a real time environment that can stimulate user interaction, discussion and engagement. Excellent communication skills both written and oral. Team handling and team building skills. Strong analytical, planning and forecasting skills. Working in tight deadlines. Interested candidates may email their resum to the below mentioned email address careers@tsbi.in. Show more Show less

Hi, Urgent opening for FPNA team lead for client permanent role at Pune. Mandatory: SAP ERP experience Notice: Max 60 days not more than that. Key Responsibilities: Support in monthly / quarterly / annual closing process Preparation of financial and operational performance analyses (stores, commercial, financial) Prepare budgets / forecasts as per process and within timelines Working close with Corporate and other entities Controlling Teams for both actual and forecast / budget variance analysis Performing feasibility studies for new stores and following up the results Conducting ad hoc analyses for strategic management decisions Preparing presentations for internal stakeholders Continuously striving for improving the automation of reporting Supporting team in smooth transitioning by adhering to timelines and processes Qualifications Education: University degree with relevant faculty (preferably in finance and accounting) Preferable - master's in commerce, qualified CMA/CCA, CA Inter or similar Experience : Experience in controlling process (FP&A) of minimum 4 years Preferable Transition experience with Retail / Wholesale industry Skills: Computer skills: MS Office (mainly Excel), Outlook, power-point Good knowledge of English (spoken and written) Good knowledge of SAP, Micro Strategy, Tagetik Preferably IFRS knowledge Kindly share updated resume on s.fayaz.ahammad@in.ey.com

Hi , Urgent opening for FPNA team lead for client permanent role at Pune. Mandatory: Team Management [span of control 10 to 12 team members] Notice: Max 60 days not more than that. Key Responsibilities: Responsible for Planning (budget, forecasts and VCP), reporting and analysis of country results Participate and control the monthly closing process Variance analysis for budget/Forecast vs actuals Prepare ad hoc analyses for Country heads and other senior management team members Prepare presentations for internal stakeholders Supporting transition team in developing plans, ensuring timelines are adhered to and proper documentation is maintained and updated Managing & monitoring team performance with respect to TAT, productivity and quality Conducting performance reviews with team Conduct and review annual appraisals of the team members Qualifications Education: University degree with relevant faculty (preferably in finance and accounting) Qualified Chartered Accountant Experience: Experience in controlling of minimum 5 years Transition experience Kindly share updated resume on s.fayaz.ahammad@in.ey.com

What is the Sr Executive - GSS Asia EMEA Cust Svcs AMC group responsible for? Effectively manage the critical distributors at Third party POS locations by providing exceptional service support. Liaison with the key personnel at third party POS for enabling seamless service delivery to our clients & distributors. What are the ongoing responsibilities of a Sr Executive? Meet the target distributor segment on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors. Effective tracking of all queries requests and complaints Effective tracking of NIGO miss outs of targeted distributors. Effective use of data, MIS by adding value by creating talking points during all scheduled interactions with the distributors. Answers queries including but not limited to processing of transactions, processes, regulatory & compliance guidelines from distributors, financial advisors and other interested parties either from an incoming call or an outgoing returned call. Keeps abreast of current market conditions, fund and company policies, investment and tax law changes, compliance requirements, and all other procedural information in a constantly changing environment. Adheres to all legal requirements (compliance rules) while servicing distributors. Escalation handling Critical distributor handling and management. What ideal qualifications, skills & experience would help someone to be successful? Preferred MBA or any graduate degree. Preferably from a commerce accounting finance background. Proficient in English, numerate. NISM Certification - To be cleared within 3 attempts PC knowledge including use of Microsoft Office products especially Excel and Word skills Administrative and time management skills Ability to interact with external clients and team members equally effectively Strong attention to detail and quality Previous branch Service oriented Knowledge of mutual funds and regulations involved therein Excellent communication, relationship and technical skills Work Shift Timings - 9:00 AM - 6:00 PM IST

Hi All, Greetings of the day! We are urgently hiring for a reputed MNC based in Pune location! Looking for FP&A Analyst who has experienced in Financial Planning & Analysis, Budgeting, forecasting, variance analysis, Global Stakeholder Management. Years of Experience: 4-7 years of experience Location: Pune Education: Only CA Qualified Industry: FMCG, FMCD, Retail, Manufacturing Industries Please Note: Looking for candidates from Global MNCs only Interested Candidates please share your profiles on: sheetal.na@peoplefy.com

Description Ensure to execute test cases prepared for testing Software builds on the mobile platform Perform daily quality checks as per established guidelines and report deviations accurately Understand and ramp up on testing procedures, guidelines and policies for new devices and apply the same in day-to-day work, Use software tools for validation, analysis and data capture on a daily basis Be comfortable with capturing results, communicating and escalating failures and providing status reports Execute test plans & test cases, creating test data, and reporting results in a timely, clear, and concise manner, Should have understanding of the functionality of the project/product Should have the ability to stay connected with changing requirements and documentation, Should be able to actively look for gaps in test cases and look beyond test cases for issues/bugs, Should execute processes to thoroughly test product changes, Should be agile and be responsive to changing priorities in projects and be quick at changing course of testing, Should have the ability to backtrack and do a root cause analysis of bugs/issues, Basic Qualifications Bachelor's degree Knowledge of QA methodology and tools Preferred Qualifications Good Communication Skills Our inclusive culture empowers Amazonians to deliver the best results for our customers If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, amazon jobs / content / en / how-we-hire / accommodations for more information If the country/region youre applying in isnt listed, please contact your Recruiting Partner, Company ADCI Tamil Nadu Job ID: A3033903 Show

At ABB, we help industries outrun leaner and cleaner Here, progress is an expectation for you, your team, and the world As a global market leader, well give you what you need to make it happen It wont always be easy, growing takes grit But at ABB, youll never run alone Run what runs the world, This Position reports to: Financial Planning & Analysis Manager Your Role And Responsibilities In this role, you will have the opportunity to collect, analyze, and interpret financial data Each day, you will update budgets and forecasting models and identify trends and problems You will also showcase your expertise by communicating insights and collaborating with cross-functional teams to drive finan-cial performance and optimize business outcomes, The work model for the role is: Hybrid, Onsite This role is contributing to the ABB Services in Bangalore, You will be mainly accountable for: Supports analysis of business performance versus budget and forecast and proposes improvement actions Performs benchmarking of key performance indicators with external and internal peers, Works with the management team to understand and analyze the drivers of financial performance and identify trends, Prepares financial modelling for various what if scenarios and the overall impact to organization Financial Reporting, Supports preparation of relevant organization financial reporting, business plan-ning, budgeting and forecasting, Validates accuracy of financial data and business information and reports by performing reconcilia-tions and review of exceptions Information and communication Provides information to management by assembling and summarizing data, preparing reports, mak-ing presentations of findings, analyses, and recommendations Optimization Optimizes own performance to increase productivity by developing automated solutions, eliminating duplications, coordinating information requirements Internal control and documentation Performs controls within own area of responsibility as designed, Maintains proper audit trail and documentation for future tax/ internal/external audits and reviews Qualifications For The Role 2-5 year experience in Financial Planning and Analysis, Bachelors or masters degree in a Finance and/or Accounting CMA/CA/ MBA Finance preferred Strong analytical and problem-solving skills Thorough / detail-oriented approach, Strong communication skills Fluent in English, Hands on experience in SAP FICO modules preferred Experience with MS Office Ability to work with diverse teams across different countries, Self-motivated with a strong commitment to quality We value people from different backgrounds Could this be your storyApply today or visit abb to read more about us and learn about the impact of our solutions across the globe, Fraud Warning: Any genuine offer from ABB will always be preceded by a formal application and interview process, We never ask for money from job applicants, For current open positions you can visit our career website https://global abb/group/en/careers and apply, Please refer to detailed recruitment fraud caution notice using the link https://global abb / group / en / careers / how-to-apply / fraud-warning , Show

Assist in running internal process - MIS Reporting , Timesheet, Productivity. To support senior team members in Planning, Forecasting & month end closing activities. Prepare PPT, dashboard for smooth working.

Role & Responsibilities: Relationship Management Manage banking and investment relationships of High Net-Worth Individuals (HNI) to drive growth in liabilities and investment business Develop, retain, and expand customer relationships by delivering superior service to exceed client expectations Identify current and potential relationships with additional revenue opportunities and scale up business accordingly Generating Incremental Business Achieve sales targets across multiple product categories including liabilities, retail assets, business banking, forex, cards, and investments Actively promote the full suite of consumer and commercial products to existing and prospective HNI clients Increase CASA balances within the portfolio through both deepening of existing accounts and acquisition of new clients Drive higher product and channel penetration to increase wallet share across mapped relationships Customer Engagement Maintain portfolio quality by regularly engaging with clients and upholding the desired relationship values Act as the primary point of contact for mapped clients, ensuring exceptional service and sales satisfaction Investment Advisory Provide financial planning and investment advisory services tailored to HNI client needs Generate fee-based income through the sale of investment products such as mutual funds, insurance, and structured investments Process and Audit Ensure all sales and service activities are recorded accurately in accordance with organizational processes Conduct thorough client profiling to identify and capitalize on business opportunities as per defined standards

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring 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

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring 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

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring 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

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring 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

About Company Founded in 2011, ReNew, is one of the largest renewable energy companies globally, with a leadership position in India. Listed on Nasdaq under the ticker RNW, ReNew develops, builds, owns, and operates utility-scale wind energy projects, utility-scale solar energy projects, utility-scale firm power projects, and distributed solar energy projects. In addition to being a major independent power producer in India, ReNew is evolving to become an end-to-end decarbonization partner providing solutions in a just and inclusive manner in the areas of clean energy, green hydrogen, value-added energy offerings through digitalisation, storage, and carbon markets that increasingly are integral to addressing climate change. With a total capacity of more than 13.4 GW (including projects in pipeline), ReNew’s solar and wind energy projects are spread across 150+ sites, with a presence spanning 18 states in India, contributing to 1.9 % of India’s power capacity. Consequently, this has helped to avoid 0.5% of India’s total carbon emissions and 1.1% India’s total power sector emissions. In the over 10 years of its operation, ReNew has generated almost 1.3 lakh jobs, directly and indirectly. ReNew has achieved market leadership in the Indian renewable energy industry against the backdrop of the Government of India’s policies to promote growth of this sector. ReNew’s current group of stockholders contains several marquee investors including CPP Investments, Abu Dhabi Investment Authority, Goldman Sachs, GEF SACEF and JERA. Its mission is to play a pivotal role in meeting India’s growing energy needs in an efficient, sustainable, and socially responsible manner. ReNew stands committed to providing clean, safe, affordable, and sustainable energy for all and has been at the forefront of leading climate action in India. Job Description Tracking Invoices, Performa Invoices, and Retention details daily. Invoice status updated daily (GRN, DP ID & Posted). Update and circulate the GST, TCS, TDS & Retention details for all the invoices. All payment requests to SAP Handling payment-related queries. Update and circulate the Outstanding reports daily. Update and circulate the Payments for the invoices submitted. Provide a breakdown of the payments to the Project, Functional, and respective Vendors. Handling payment-related queries.

Position Overview: We are seeking a dynamic and experienced professional to join our team as a Head Finance. As the Head Finance, you will play a pivotal role in overseeing and managing the financial operations of our organization. You will work closely with the other senior leaders to drive financial strategies, ensure compliance, and contribute to the overall success of the company. Age: Not exceeding 40 years as on June 30, 2025 Desired Candidate Profile: Qualified Chartered Accountant (CA). Minimum Post qualification experience of 10-12 years. Out of the above experience, the last 2 years should be in a leadership role. Self Motivated. Excellent leadership and interpersonal skills, capable of building and managing a high-performing team. Job Description: Financial Planning & Management: To develop and execute the organization's financial strategies and long-term financial plans. Assist in formulating financial targets, budgets, and forecasts in alignment with organizational goals. Monitor financial performance and provide recommendations for improvement. Oversee day-to-day financial operations, including accounting, budgeting, cash flow management and financial reporting. Ensure accuracy, completeness and integrity of financial data and records. Ensure that accounts payable and the company's financial obligations are met efficiently. Reconciliation of a variety of accounts and reports for ensuring accuracy. MIS Reporting Fixed assets register maintenance/verification. Finalization of quarterly accounts as per IND-AS. Finalization of accounts of Gratuity trust and filling of annual returns. TDS payments and reconciliations with receivable. Timely completion of tax audit. GST payments and returns Effective management of cash and investments. Implementation and maintenance of internal control and systems. Processing of payroll and release of same. Audit and Compliance: Co-ordination with auditors viz. Internal, External, CAG to ensure successful audit results and compliances. Co-ordination with finance team of the parent company for consolidation of accounts. Identify potential financial risks and develop strategies to mitigate them. Ensure compliance with relevant financial regulations, laws, and standards. Team Leadership and Development: Supervise and mentor the Finance team, fostering a collaborative and high-performance work environment. Provide guidance and training to team members on financial processes, procedures, and tools. Identification of training needs of the team and addressing them.

Roles and Responsibilities 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 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. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

Roles and Responsibilities 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 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. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

Roles and Responsibilities 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 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. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

Roles and Responsibilities 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 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. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

Roles and Responsibilities 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 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. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

Roles and Responsibilities 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 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. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance