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2.0 - 6.0 years
0 Lacs
telangana
On-site
As a Sales Coordinator in Financial Empowerment, you will play a crucial role in guiding individuals through their financial journey. Your primary focus will be on educating clients on various aspects of personal finance, including budgeting, saving, and investment strategies. Additionally, you will provide insights into starting and managing side hustles to create additional income streams, as well as assist in creating comprehensive life plans that align with personal and financial goals. Your responsibilities will include organizing and coordinating sales efforts through workshops, webinars, and one-on-one consultations. Collaboration with the sales team to identify opportunities for client engagement will be essential in meeting outreach goals. You will also be tasked with delivering resources and tools that simplify complex financial concepts for a wide audience and acting as a liaison between clients and financial planning resources to ensure tailored solutions. The ideal candidate for this role will be passionate about empowering others to achieve financial wellness. You should have a keen interest in personal finance, side hustles, and long-term financial planning. Strong communication and organizational skills are a must, along with self-motivation to inspire confidence in clients regarding their financial future.,
Posted 3 weeks ago
5.0 - 9.0 years
0 Lacs
hyderabad, telangana
On-site
As an experienced Hyperion Essbase Consultant, you will play a vital role in designing, developing, and maintaining Hyperion Essbase solutions to meet our organization's financial and operational planning, reporting, and analytics needs. Your deep expertise in this area, along with strong problem-solving skills and a proactive attitude, will be essential for success in this role. Your responsibilities will include designing and implementing Hyperion Essbase solutions for financial planning, budgeting, forecasting, and reporting. You will build and maintain Essbase cubes to support complex financial models and analytics, ensuring data consistency and accuracy across systems. Collaborating with finance, accounting, and other business teams, you will gather requirements and translate them into technical solutions that meet client needs. Additionally, you will optimize Essbase applications for performance, conduct data integration and validation activities, and provide ongoing support and troubleshooting. Staying updated on the latest Oracle EPM and Hyperion Essbase technologies and best practices will be crucial, as you lead training sessions for users and internal teams. To qualify for this role, you should have at least 5 years of hands-on experience in implementing and managing Hyperion Essbase applications. Proficiency in Essbase Studio, EAS, and EIS is required, along with a strong understanding of financial planning processes and SQL. Experience with Oracle EPM Cloud is a plus, and a Bachelor's degree in Finance, Accounting, Information Technology, or a related field is preferred. Soft skills such as the ability to manage multiple tasks, attention to detail, interpersonal skills, and a proactive approach to problem-solving will also be essential for success in this role. If you are looking for a challenging opportunity to leverage your Hyperion Essbase expertise and contribute to our organization's success, we encourage you to apply for this position.,
Posted 3 weeks ago
4.0 - 9.0 years
5 - 12 Lacs
Navi Mumbai, Maharashtra, India
On-site
Role & responsibilities Anchor and manage Financial Management Information System for the organization including P&L and other Business Dashboards Development, Automation and Publishing of all Business, Operations and People related MIS for the organization Partner with various internal business stakeholders for discussion relating to various financial parameters as well as ad-hoc analysis Budgeting, Forecasting and Provisioning for Income and OPEX Strict and timely monitoring of P&L and Balance Sheet lines to ensure regular granular tracking of stated business outcomes Drive expense management and analytics through deep understanding of cost booking processes and systems Continuously improve and simplify expense allocation methodology across departments Design and institutionalize systematic OPEX dashboards and MIS
Posted 3 weeks ago
4.0 - 9.0 years
4 - 12 Lacs
Lucknow, Uttar Pradesh, India
On-site
Role & responsibilities The role holder is responsible for developing and managing relationship with Government clients both central and state PSUs with a clearly defined target of revenue and liability generation Business Development Ensure a strong relationship with existing accounts. Focus on offering financial solutions & cross selling. Build knowledge of all the products being offered to customers. Maintain ongoing contact with operations in order to ensure smooth delivery of transactions. Implement marketing plans Assist the Relationship Management Group in research and analysis on industries/clients/markets prepare credit approval/renewal memorandum, generate risk analysis reports on the client portfolio Assists the Team lead to broaden and deepen relationships with financial intermediaries Supports the Team lead across products groups like resource raising, financial markets, trade finance, cash management, etc Works in close coordination with the various product/business/service groups to ensure quality service delivery
Posted 3 weeks ago
3.0 - 8.0 years
8 - 13 Lacs
Gurgaon, Haryana, India
On-site
Job Summary: We are hiring experienced professionals for Relationship Manager (RM), Team Leader (TL), and Sales Manager roles. These positions focus on managing client relationships, driving retail and investment banking product sales, leading teams, and ensuring superior service delivery across key customer segments, including HNI and NRI clients. Key Responsibilities: Relationship Management: Manage and grow banking and investment relationships with branch-based and NRI/HNI clients. Ensure high-quality service delivery and client satisfaction across assigned portfolios. Deepen existing relationships and acquire new clients to increase CASA and investment balances. Offer advisory on financial planning, wealth products, and banking solutions tailored to client needs. Sales & Business Development: Achieve business targets across liabilities, retail assets, forex, insurance, mutual funds, and card products. Drive incremental revenue through client acquisition and cross-selling opportunities. Develop and execute sales plans to increase market penetration and product usage. Promote consumer and commercial banking products to current and prospective clients. Team Leadership (for TLs/Sales Managers): Lead, train, and mentor a sales team to achieve branch and individual targets. Monitor team performance and support with strategic direction and coaching. Manage recruitment, goal setting, and performance reviews for the sales team. Client Engagement & Retention: Serve as the primary point of contact for assigned clients and ensure continuous engagement. Address service requirements promptly in coordination with internal teams. Ensure all client interactions are aligned with compliance, process, and audit standards.
Posted 3 weeks ago
3.0 - 8.0 years
8 - 13 Lacs
Pune, Maharashtra, India
On-site
Job Summary: We are hiring experienced professionals for Relationship Manager (RM), Team Leader (TL), and Sales Manager roles. These positions focus on managing client relationships, driving retail and investment banking product sales, leading teams, and ensuring superior service delivery across key customer segments, including HNI and NRI clients. Key Responsibilities: Relationship Management: Manage and grow banking and investment relationships with branch-based and NRI/HNI clients. Ensure high-quality service delivery and client satisfaction across assigned portfolios. Deepen existing relationships and acquire new clients to increase CASA and investment balances. Offer advisory on financial planning, wealth products, and banking solutions tailored to client needs. Sales & Business Development: Achieve business targets across liabilities, retail assets, forex, insurance, mutual funds, and card products. Drive incremental revenue through client acquisition and cross-selling opportunities. Develop and execute sales plans to increase market penetration and product usage. Promote consumer and commercial banking products to current and prospective clients. Team Leadership (for TLs/Sales Managers): Lead, train, and mentor a sales team to achieve branch and individual targets. Monitor team performance and support with strategic direction and coaching. Manage recruitment, goal setting, and performance reviews for the sales team. Client Engagement & Retention: Serve as the primary point of contact for assigned clients and ensure continuous engagement. Address service requirements promptly in coordination with internal teams. Ensure all client interactions are aligned with compliance, process, and audit standards.
Posted 3 weeks ago
15.0 - 20.0 years
16 - 25 Lacs
Gurgaon, Haryana, India
On-site
Cradlepoint is seeking an experienced and highly driven ICT Program Director who thrives in complex Professional Services engagements and is equipped to offer extensive technical and delivery knowledge. As an ICT Program Director, you will be responsible for ensuring the fulfillment of contracts, driving customer satisfaction, and contributing meaningfully to the organization's strategic objectives. The role also demands building strong customer relationships across all levels, identifying up-sale opportunities, coaching the team for their professional growth, and recognizing talent. Your contribution will extend to supporting asset development, organizational set-up, and growth, with the aim of driving forward our Professional Services culture. What You Will Do: Key Responsibilities Align with Cradlepoint's strategy in large and complex business engagements, ensuring program initiatives support overall company goals. Scope the customer solution in such engagements and proactively identify potential up-sale opportunities to expand business value. Drive the definition of the total customer solution in collaboration with the assigned solution team, ensuring comprehensive and effective proposals. Take responsibility for overall program planning and meticulously manage all assignments under the specific program. Manage the operational relationship with the customer , including overseeing contract execution strategy and mitigating risk exposure. Secure compliance to both contractual requirements and internal business case objectives. Build strong customer relationships across all levels of client organizations. Coach the team for their professional growth and development, and actively recognize talent within the program structure. Support asset development, organizational set-up, and growth , aiming to drive forward our Professional Services culture. Required Qualifications PMP certification is mandatory. Knowledge of CPPM Methodology (Cradlepoint Program/Project Management Methodology, or equivalent industry standard). Technical expertise of Packet Core is mandatory for the role. Experience managing PACO projects (Packet Core) either locally or globally. Familiarity with the Cradlepoint Portfolio (or equivalent comprehensive technology portfolio). Proficiency in Mediation through stakeholder management and communication . Expertise in Project Portfolio Management . Strong capabilities in Program/Project Finance Management . Experience with Business Modeling . Strong Commercial Management skills. Proven ability in Value Creation . Demonstrated skills in Coaching and Mentoring . Proficiency in Consultative Selling . Experience in Program Management CSS (Customer Solution Sales, or similar large-scale program management in a sales context). Strong Financial Acumen . Excellent Market insights . CFR background is preferrable (Customer Facing Role background).
Posted 3 weeks ago
2.0 - 6.0 years
0 Lacs
karnataka
On-site
Aspira hoy mismo a una posicin de tiempo completo en el departamento de Finanzas de Hitachi Energy en Bengaluru, Karnataka, India, y nete a un equipo diverso y colaborativo. Hitachi Energy es un lder tecnolgico global comprometido con la promocin de un futuro energtico sostenible para todos.,
Posted 3 weeks ago
10.0 - 14.0 years
0 Lacs
maharashtra
On-site
As a Team Member in the Corporate Finance department reporting to the Group CFO, you will play a crucial role in supporting the organization's financial strategy, ensuring robust financial planning, and overseeing capital allocation to drive business growth and profitability. Your responsibilities will include managing budgeting, forecasting, financial modeling, and preparing annual operating plans aligned with business objectives. You will also be responsible for overseeing corporate accounting, treasury, tax planning, and compliance with financial regulations. In this role, you will work on developing and implementing long-term financial strategies in line with the company's vision, identifying opportunities for financial restructuring, cost optimization, and investments. Additionally, you will evaluate and execute capital-raising opportunities, optimize working capital and cash flow management, and collaborate with banks, financial institutions, and investors to secure funding. You will also be involved in conducting financial due diligence for potential acquisitions, partnerships, and joint ventures, as well as presenting financial results, business trends, and forecasts to the Board of Directors. To qualify for this role, you should have a Chartered Accountant or MBA in Finance qualification with at least 10 years of experience in corporate finance, preferably in the manufacturing or agrochemical sectors. You should possess expertise in financial reporting, accounting, IFRS, ERP systems like SAP, taxation, statutory compliances, and budgeting. Strong leadership skills and the ability to work collaboratively with internal stakeholders such as the CFO, Finance Controller, and external entities like auditors, tax authorities, and banks are essential for success in this position. Your role will involve attending relevant training sessions, sharing knowledge with team members for cross-functional development, and identifying development areas for direct reports to implement action plans for their growth. This position requires a high level of interaction complexity and teamwork with internal and external stakeholders to ensure the financial health of the organization and foster relationships with key partners.,
Posted 3 weeks ago
3.0 - 8.0 years
5 - 12 Lacs
Delhi, India
On-site
Relationship Management Manage the banking and investment relationships of HNI, NRI, and UHNI clients Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations Identify current and potential relationships with additional revenue potential and drive growth Sales & Business Development Achieve sales targets across a broad product spectrum including investments, liabilities, retail assets, business banking, forex, and cards Proactively sell the full range of consumer and commercial banking products to mapped and potential HNI/NRI clients Drive higher product and channel penetration to deepen client relationships and increase wallet share Portfolio Quality & Engagement Maintain and improve portfolio quality through regular engagement and relationship monitoring Ensure relationships are aligned with desired value parameters and bank objectives Investment Advisory Conduct financial planning and offer investment advisory services to HNI/NRI clients Analyze client needs and recommend suitable investment products Drive fee-based income through products like mutual funds, investments, and insurance
Posted 3 weeks ago
2.0 - 7.0 years
5 - 12 Lacs
Jaipur, Rajasthan, India
On-site
Key Responsibilities: Relationship Management Manage the banking and investment relationships of HNI clients, focusing on the overall growth of liabilities and investment business Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations Identify current and potential relationships with incremental revenue potential and grow the business Achieve sales targets across liabilities, retail assets, business banking, FOREX, cards, and investments Proactively sell the complete range of consumer and commercial banking products to both existing and potential HNI clients Increase CASA balances in the assigned portfolio through deepening or acquisition Drive product and channel penetration to deepen relationships and increase wallet share with the bank Customer Engagement Maintain portfolio quality through regular engagement with mapped HNI relationships Act as the primary point of contact for client service and sales satisfaction Investment Advisory Provide financial planning and investment advisory to HNI clients Drive fee-based income by offering products such as mutual funds, investments, and insurance Process and Audit Record all sales activity and customer interactions online in accordance with organizational processes Conduct detailed client profiling to identify and maximize business opportunities
Posted 3 weeks ago
4.0 - 9.0 years
4 - 8 Lacs
Navi Mumbai, Maharashtra, India
On-site
Job Summary: The Relationship Manager YES Premia is responsible for managing and growing a portfolio of premium retail banking customers. The role focuses on driving business across liabilities, assets, and investment products, deepening client relationships, and ensuring compliance and high service standards for high-value clients. Key Responsibilities: Banking & Investment Relationship Management: Manage the banking and investment needs of premium branch/retail customers. Drive overall growth in liabilities and investment business from mapped relationships. Identify potential for revenue expansion and cross-sell opportunities. Business Development: Achieve sales targets across products including CASA, term deposits, loans, credit cards, forex, insurance, and mutual funds. Generate incremental business and increase wallet share by proactively selling retail and commercial banking products. Acquire new customers and deepen relationships within the assigned portfolio. Customer Engagement & Servicing: Regularly engage with clients to maintain portfolio quality and desired relationship values. Act as the face of the bank and the primary contact for service and sales-related needs. Drive channel and product penetration to improve overall customer relationship value. Investment Advisory: Understand financial needs of customers and offer suitable investment products. Ensure transparency in product offerings and build trust through need-based solutions. Generate fee income via sales of mutual funds, insurance, and other investment products. Audit & Compliance: Adhere to internal policies and regulatory guidelines (RBI, SEBI, IRDA, AMFI, etc.). Ensure compliance with BSA, KYC, and risk-related requirements during onboarding and servicing.
Posted 3 weeks ago
4.0 - 9.0 years
5 - 12 Lacs
Thane, Maharashtra, India
On-site
Job Summary: The Wealth Manager is responsible for managing High Net-Worth Individual (HNI) clients by offering tailored banking and investment solutions. The role focuses on deepening client relationships, increasing wallet share, and achieving business growth across liabilities, assets, and investment products, while ensuring superior customer experience and compliance. Key Responsibilities: Relationship Management: Manage banking and investment relationships of HNI clients. Drive overall growth in liabilities and investment business. Develop and expand customer relationships with service levels that exceed client expectations. Identify and tap additional revenue opportunities in current and potential relationships. Proactively sell the full range of retail and commercial banking products. Business Development: Generate incremental business across multiple products: liabilities, retail assets, business banking, FOREX, credit cards, investments, etc. Increase CASA balances through deepening and acquisition strategies. Drive higher product and channel penetration to maximize wallet share. Customer Engagement: Ensure portfolio quality through regular client interactions and relationship value maintenance. Act as the face of the bank and the first point of contact for client servicing and sales satisfaction. Investment Advisory: Conduct financial planning and investment advisory tailored to HNI clients. Drive revenue through fee-based products like mutual funds, insurance, and structured investments. Process & Audit Compliance: Ensure all sales activities and client interactions are documented as per organizational process. Profile clients thoroughly and align products to their financial goals in line with compliance norms.
Posted 3 weeks ago
3.0 - 8.0 years
4 - 8 Lacs
Pune, Maharashtra, India
On-site
Role & Responsibilities Manage the banking and investment relationships of HNI clients and drive the overall growth of liabilities and investment business. Develop, retain, and grow high-value client relationships by delivering superior service levels and personalized financial solutions. Identify opportunities for revenue generation by deepening existing relationships and acquiring new clients. Achieve sales targets across a wide range of banking products including liabilities, retail assets, business banking, forex, credit cards, and investments . Proactively offer the full spectrum of retail and commercial banking products to enhance client wallet share. Grow CASA balances through both acquisition and relationship deepening initiatives. Drive product and channel penetration to maximize client engagement and profitability. Ensure high-quality client engagement through regular interactions and maintaining portfolio hygiene. Act as the single point of contact for clients, ensuring timely resolution of service and sales queries. Provide financial planning and investment advisory to HNI clients, aligned with their goals and risk profiles. Generate fee income by cross-selling wealth products such as mutual funds, insurance, bonds, and structured products . Ensure 100% compliance with internal processes by recording all sales activities and maintaining proper audit trails. Perform detailed client profiling to identify financial needs and deliver customized banking solutions.
Posted 3 weeks ago
2.0 - 6.0 years
0 Lacs
navi mumbai, maharashtra
On-site
The Financial Analyst is a key contributor to the financial planning and analysis team, responsible for driving effective financial decision-making across the organization. This role requires a high level of financial acumen and an ability to translate complex data into actionable strategies. You will work closely with various departments to provide accurate financial assessments, forecasts, and insights that aid in achieving business goals. The ideal candidate will have a strong analytical mindset, excellent problem-solving skills, and proficiency in financial modeling and analysis tools. This position not only supports the organization's financial health but also provides strategic insights that enhance operational efficiency and profitability. Responsibilities - Analyze financial data and create financial models for decision support. - Prepare detailed reports on financial performance and projections. - Evaluate current and past financial data and metrics to recommend improvements. - Conduct variance analysis to compare projected and actual financial outcomes. - Collaborate with other departments to manage and forecast company costs. - Develop and continuously improve budgeting, financial forecasting, and modeling tools. - Assist in the preparation of financial reports and presentations for stakeholders. - Monitor market trends to identify potential opportunities and risks. - Support month-end and year-end financial closing processes. - Participate in cross-functional teams to improve financial efficiency and accuracy. - Ensure compliance with all financial regulations and standards within the company. - Provide insights into business performance and recommend strategies for improvement. Requirements - Bachelor's degree in Finance, Economics, Accounting, or a related field. - Proven experience in a financial planning or analysis role. - Strong proficiency in financial modeling and forecasting techniques. - Excellent analytical skills and attention to detail are mandatory. - Advanced knowledge of MS Excel and other financial analysis software. - Exceptional communication and presentation skills for diverse audiences. - Ability to work collaboratively across various departments and functions. - Experience with enterprise resource planning (ERP) systems preferred. Role Level: Mid-Level Work Type: Full-Time Country: India City: Maharashtra Company Website: https://www.talentmate.com Job Function: Finance Company Industry/Sector: Recruitment & Staffing About The Company: Searching, interviewing, and hiring are all part of the professional life. The TALENTMATE Portal idea is to fill and help professionals do one of them by bringing together the requisites under One Roof. Whether you're hunting for your Next Job Opportunity or Looking for Potential Employers, we're here to lend you a Helping Hand.,
Posted 3 weeks ago
2.0 - 6.0 years
0 Lacs
chennai, tamil nadu
On-site
You are a dynamic and detail-oriented Sr. Executive/Executive Finance & Accounts with 2+ years of experience. Your role at SANeForce involves managing day-to-day financial operations, supporting budgeting processes, ensuring compliance with statutory requirements, preparing financial reports, and coordinating with internal teams and stakeholders. You will also assist in managing statutory filings and audits, maintaining organized financial records, and documentation. To excel in this role, you should have experience in core finance functions, statutory compliance, and audit support. A working knowledge of tax laws, statutory returns, and regulatory frameworks is essential. Proficiency in MS Excel and accounting software such as Tally, Zoho, or similar tools is required. Your strong attention to detail, analytical mindset, and time management skills will be key to your success. Good interpersonal and communication skills are also important for effective collaboration with internal and external stakeholders. Joining SANeForce offers you the opportunity to work in a collaborative, fast-paced environment that encourages learning, growth, and leadership. This role will allow you to develop your expertise as a finance professional and contribute to the operational efficiency of a high-growth tech organization.,
Posted 3 weeks ago
0.0 - 3.0 years
0 Lacs
karnataka
On-site
You will be joining our team in Bangalore as a Junior Financial Analyst / Financial Planner. This position is suitable for fresh graduates and early-career professionals who are enthusiastic about financial planning, investment analysis, and client portfolio management. As a part of the finance and advisory team, you will be involved in portfolio tracking, budgeting, client interactions, and utilizing core financial reporting tools. This role presents a valuable opportunity to establish a solid groundwork in wealth management and advisory services. Your responsibilities will include assisting in financial analysis and investment advisory for clients, maintaining client portfolios, supporting senior planners in developing investment strategies, conducting research and data analysis for investment decisions, collaborating with clients and internal teams, ensuring compliance with internal processes, and maintaining data accuracy in financial systems. To excel in this role, you should possess a basic understanding of financial principles, personal finance, or investment products. Proficiency in MS Excel, including pivot tables, charts, and lookups, is essential. Additionally, you should have strong analytical and communication skills, the ability to work effectively in a team environment, a willingness to learn, and a client-first mindset. Ideally, you should hold a Bachelor's degree in finance, accounting, commerce, economics, or a related field, with an MBA in Finance being preferred. Having cleared CFA Level 1 or holding NISM Series X-A certification would be advantageous. If you meet these qualifications and are excited about this opportunity, please send your resume to vaishnavi.s@righthorizons.com. Your skills in portfolio management, investment advisory, communication, financial planning, investment management, analytical skills, data analysis, MS Excel, and financial analysis will be put to good use in this role.,
Posted 3 weeks ago
5.0 - 9.0 years
0 Lacs
surat, gujarat
On-site
As a Senior US Accountant/Team Leader, you will be responsible for managing all aspects of accounting for real estate clients, which include property management companies and real estate investors. Your primary duties will involve preparing and analyzing financial statements, including balance sheets, income statements, and cash flow statements. You will also be in charge of performing monthly, quarterly, and annual closings and reconciliations, as well as maintaining accurate and up-to-date records of all financial transactions. Additionally, your role will require you to conduct detailed analysis of property performance and profitability, prepare and file state and federal tax returns to ensure compliance with all regulations, and assist with budgeting, forecasting, and financial planning for real estate projects. You will also be expected to liaise with clients, providing exceptional service and resolving any accounting-related issues that may arise. To qualify for this position, you must hold a Bachelor's degree in Accounting, Finance, or a related field. Proficiency in accounting and property management software such as QuickBooks, Xero, Zoho, and other similar platforms is essential. Preferred qualifications include being an Inter-CA or holding any other accounting degree, experience with accounting software implementation and migrations, as well as knowledge of IFRS and US GAAP. Please note that the job timing for this role is from 6:30 pm to 3:30 am (IST), and it is a full-time position that requires you to work in person. If you do not possess US accounting experience, we kindly request you to refrain from applying as we are specifically seeking candidates with relevant experience in this area.,
Posted 3 weeks ago
8.0 - 12.0 years
0 - 0 Lacs
maharashtra
On-site
As the General Manager - Account & Finance at our company located in Andheri, you will be responsible for overseeing the accounting, finance, and general management functions. You will be working for 5 days a week in the Jewellery, Gems, Silver, and Gold industry with a salary range of 30LPA to 35LPA. In the accounting domain, your key responsibilities will include preparing and presenting financial statements, budgets, and forecasts. You will ensure compliance with accounting standards and regulatory requirements. Additionally, you will analyze financial data to provide insights for business decisions, identifying opportunities for cost savings and process improvements. Within the finance realm, you will be involved in developing and implementing financial plans and strategies aligned with business objectives. Managing funding and investment activities will be crucial, ensuring the optimal utilization of financial resources. You will also play a pivotal role in identifying and mitigating financial risks and implementing risk management strategies. As part of your general management duties, you will lead and manage accounting and finance teams, providing guidance and development opportunities. Your strategic planning skills will be put to use in contributing to business strategic planning and ensuring alignment of accounting and finance functions. Stakeholder management is also vital, involving effective communication of financial information and nurturing relationships with auditors, bankers, and investors. If you are ready to take on this challenging yet rewarding role, please reach out to us at Indics Solution. Our HR Team can be contacted via email at praveen@indicssolution.com or phone at 8591744131. Regards, Indics Solution - HR Team,
Posted 3 weeks ago
5.0 - 9.0 years
0 Lacs
raipur
On-site
As a Financial Advisor / Investment Analyst, you will be responsible for managing, analyzing, and advising on personal and business financial matters with a focus on investment evaluation, equity management, capital risk analysis, and ROI projections. Whether working independently or as part of a team, your role will be pivotal in developing comprehensive financial plans tailored to wealth-building goals, reviewing investment proposals, and providing data-backed advisory on potential ROI, risk factors, and capital structure. You will also advise on equity distribution, debt structuring, and diversification strategies while conducting due diligence and evaluating financial health, market opportunities, and red flags of target investments. To excel in this role, you should possess a Bachelor's or Masters in Finance, Accounting, Economics, or related fields along with a minimum of 5+ years of experience in financial planning, investment advisory, or capital markets. Your skill set should include a sound understanding of business finance, valuation models, risk management, and capital structures. Additionally, you should be proficient in evaluating startup investments, franchise models, and entertainment & gaming industry projections, and have strong analytical skills to present findings in a simplified, visual format. Proficiency in tools like Excel, Power BI, financial forecasting models, and market research platforms is essential. While being registered or certified with financial authorities (e.g., CFA, CFP, SEBI, or equivalent) is preferred, it is not mandatory. This position offers a flexible work location, including options for remote, hybrid, or office-based work depending on requirements. Compensation is negotiable based on experience and project scope, with the possibility of performance-based equity sharing in select cases.,
Posted 3 weeks ago
3.0 - 7.0 years
0 Lacs
haryana
On-site
As a Billing Sr. Analyst in the Open Banking team, your main responsibility will be to take ownership of billing support activities. You will play a crucial role in various billing processes such as setting up new customer billing, submitting manual billing files, and analyzing billing data for reporting and trend identification. Your coordination with Sales, Delivery Operations, and GBSC Billing Operations will be essential for onboarding, updating, and terminating customers for billing and volume reporting. Additionally, your expertise in billing will be valuable during discussions of deal terms and pricing as part of the sales process. Your key responsibilities will include coordinating with Billing Operations and Business Intelligence to implement billing setup and updates, creating and submitting manual billing files, analyzing and reporting on billing data, and responding to inquiries from various stakeholders within defined Service Level Agreements. You will also be tasked with identifying opportunities for process optimization, maintaining desktop procedures, supporting collections operations, and providing routine training to internal teams on billing-related topics. To excel in this role, you should have experience in reviewing and analyzing your work for quality, productivity, and timeliness, implementing process improvements, executing controls and assessing their effectiveness, and building relationships with business partners. You should also be familiar with financial systems and applications such as Hyperion and Oracle, capable of resolving basic issues efficiently, and gaining exposure to the resolution of complex issues as you progress. In terms of education and experience, a Bachelor's degree in Accounting, Finance, or a related discipline is required, along with a minimum of three years of experience in billing operations, accounting, financial planning and analysis, or a related field. As a representative of Mastercard, you are expected to prioritize information security by abiding by security policies and practices, ensuring the confidentiality and integrity of accessed information, reporting any suspected security violations or breaches, and completing all mandatory security trainings as per Mastercard's guidelines.,
Posted 3 weeks ago
4.0 - 8.0 years
0 Lacs
karnataka
On-site
As a part of the Cloud Platform Engineering team at Motorola Solutions, you will play a crucial role in supporting the development and operations of critical cloud infrastructure, reliability, security, and business operational services for our public and hybrid cloud-based Software as a Service (SaaS) solutions aimed at public safety customers. This team is dedicated to leveraging Cloud Computing infrastructure on Azure, AWS, and GCP to build scalable solutions that ensure secure, reliable, and efficient team communications, workflow, and operational intelligence for mission-critical public safety and enterprise markets worldwide. Your responsibilities will include supporting the cloud monthly budget and forecast process by managing consumption, chargeback, and savings in collaboration with accounting, finance, and technical owners. You will assist stakeholders in understanding their cloud spend based on their business roadmap and budgeted forecast. Monitoring cloud consumption at the account level, detecting, investigating, and escalating anomalies and unplanned spikes will be a key part of your role. Additionally, you will analyze, report, and derive meaningful insights from large raw datasets within cloud billing and usage tools, collaborate with Cost Optimization Engineers to track resource utilization, and define relevant cloud commitment plans. Furthermore, you will be involved in designing, developing, and maintaining reports and KPIs that offer detailed usage statistics of resources across the multi-cloud landscape. Evaluating data patterns to derive insightful knowledge that can inform strategic and operational decisions will be another important aspect of your work. You will also participate in business case development, cost modeling, Total Cost of Ownership (TCO) exercises, and trade-off analyses. Automation, integration, and maturation of the Cloud FinOps processes and data will also be part of your responsibilities. To be successful in this role, you should have at least 4 years of experience and possess high-level knowledge of one of the cloud platforms (Azure, AWS, or GCP). The Cloud FinOps team at Motorola Solutions is dedicated to reporting, sensitizing, strategizing, and optimizing cloud spend across the organization. This multidisciplinary area encompasses Engineering, Finance, Procurement, and core FinOps, with a focus on understanding the business side of cloud spend and assisting Product teams in making informed decisions. If you hold a BE/B.Tech/MCA (or equivalent) qualification, with an MBA degree from a reputed college preferred, and have a passion for business and solving complex problems, this challenging and dynamic role may be the perfect fit for you. Join us at Motorola Solutions, where we prioritize our people-first and community-focused culture, empowering every individual to be their most authentic self and contribute to creating a safer world. If you believe you can be a valuable addition to our team, even if you don't meet all the preferred skills, we would love to hear from you. We are committed to providing an inclusive and accessible recruiting experience for all candidates, including those with disabilities or other physical or mental health conditions. If you require an accommodation, please reach out to us at ohr@motorolasolutions.com.,
Posted 3 weeks ago
3.0 - 7.0 years
0 Lacs
pathanamthitta, kerala
On-site
The Relationship Manager in the Banca Channel at ESAF Life Insurance plays a crucial role as the primary point of contact between the company and the partnered bank. Your main responsibilities include building and managing relationships with the bank's staff and customers to promote life insurance products, meeting sales targets, providing personalized financial planning and insurance solutions, conducting training for bank staff, identifying cross-selling opportunities, handling customer queries and escalations, ensuring compliance with regulatory standards, preparing sales reports, participating in promotional events, monitoring market trends, and contributing to sales strategies and marketing plans. To qualify for this role, you need a Bachelor's degree, proven work experience as a Relationship Manager in bancassurance or the insurance industry, a strong understanding of life insurance products and sales techniques, excellent communication and negotiation skills, proficiency in CRM software and MS Office, a track record of achieving sales targets, knowledge of regulatory requirements, and preferably a certification in Insurance or Financial Planning. You should also have the ability to build lasting customer relationships, work independently, prioritize tasks effectively, adapt to changing situations, travel as needed, analyze market trends, uphold a professional demeanor, and excel in a fast-paced, collaborative environment. Your success in this role will depend on your skills in sales, financial planning, cross-selling, relationship building, hitting targets, business acquisition, financial advisory, analytical thinking, and a commitment to integrity and customer satisfaction. If you are proactive, results-oriented, and ready to contribute to the growth and success of ESAF Life Insurance, we welcome you to join our team as a Relationship Manager in the Banca Channel.,
Posted 3 weeks ago
7.0 - 11.0 years
0 Lacs
thrissur, kerala
On-site
The ideal candidate will be responsible for financial strategy, financial planning and analysis, financial reports, company audits, compliance, and bank relationships. You will collaborate with the CEO and the executive team to make decisions regarding the company's financial strategy and operations. Your strong background in finance and management will be essential for this role. Your responsibilities will include creating and presenting financial and tax strategy recommendations to the CEO, supporting financial planning and analysis efforts, overseeing cash flow, cash management, working capital, and company audits, preparing financial statements and reports, ensuring legal compliance on all financial functions, and managing relationships with banks. To excel in this role, you should have strong finance-based analytical skills, along with 7 to 10 years of finance experience. While a CPA or MBA is preferred, it is not required for this position.,
Posted 3 weeks ago
3.0 - 7.0 years
0 Lacs
bhopal, madhya pradesh
On-site
We are currently seeking a Workday Adaptive Planning Consultant to join our team at our Bhopal office. As a consultant, you will be responsible for implementing the Financial Planning Framework on the Adaptive Platform. Your role will involve designing financial technology solutions using Workday, developing and testing models on Adaptive Insights, and creating SWP and Future Workforce hybrid models. The ideal candidate should have at least 3 years of relevant experience in this field. We are looking for individuals who can start with a notice period of 30 days or below, or immediate joiners. This is a full-time (permanent) position in the IT Services and Consulting industry, located in Bhopal. About BISP: BISP is a specialized company focusing on Oracle EPM, Oracle Cloud Fusion, and NetSuite solutions. With 8 successful years in Oracle EPM, Fusion financial, and NetSuite consulting, we also offer Python Django custom development services and have 10 years of extensive experience in training delivery services. Our team consists of over 70 skilled resources with experience ranging from 2 to 20 years, working on various modules of Oracle EPM, Oracle Cloud Fusion, and NetSuite. We have a proven track record of providing resources to top-tier companies such as Oracle, Infosys, KPMG, Huron, and Constellation. Additionally, we have expertise in end-to-end implementation of Oracle EPM solutions. If you are passionate about technology and consulting, and have the required experience in Workday Adaptive Planning, we encourage you to apply for this full-time position in Bhopal.,
Posted 3 weeks ago
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