4799 Financial Planning Jobs - Page 34

As a Data Analyst SAC (Planner) in our team, you will play a crucial role in leading the design, development, and testing of financial planning applications within SAP Analytics Cloud (SAC). Your responsibilities will include managing SAP Analytics/Reporting workstreams in complex environments, collaborating with business stakeholders to define planning and forecasting requirements, and ensuring the delivery of high-value planning and analytics capabilities aligned with best practices and market trends. You will also be responsible for communicating project progress, challenges, and solutions effectively to both internal teams and external clients while participating in other assigned duties. To excel in this role, we are looking for a professional with experience in client-facing roles, including requirement gathering, solution presentation, and stakeholder management. You should have proven experience in SAP Analytics Cloud Planning, including at least one full-cycle implementation of planning and forecasting solutions. Strong technical knowledge of SAC architecture, planning functionalities, and integration with SAP systems such as SAP BW and SAP Datasphere is essential. Additionally, you should possess the ability to design scalable and maintainable planning applications tailored to enterprise needs, along with a deep understanding of financial planning processes and business content relevant to large organizations. Clear and concise communication skills are a must, enabling you to engage effectively with both technical teams and business stakeholders. If you are ready to take off into smarter financial planning and have the expertise in SAP Analytics Cloud Planning, stakeholder engagement skills, and a keen eye for detail, then we invite you to apply now and be a part of our transformation. Kindly note that a CV/Resume is required for this position, and relocation assistance will not be provided.,

As a Senior Accountant, you will be responsible for maintaining accurate and up-to-date financial records, which includes handling ledgers, bank entries, and reconciliations. You will play a crucial role in managing GST and TDS filings, ensuring compliance with all tax regulations within the specified deadlines. Additionally, you will be tasked with preparing various financial reports and statements such as monthly, quarterly, and yearly financial reports. Your expertise will be essential in assisting with budgeting and financial planning processes to facilitate more effective management of company expenses. Furthermore, you will collaborate with auditors during audits and provide necessary documentation as required. The ideal candidate for this position should possess a minimum of 3-5 years of relevant experience in accounting. A graduate qualification is required to qualify for this role. If you are seeking a challenging opportunity to utilize your accounting skills and contribute to the financial well-being of the company, this Senior Accountant position offers a dynamic and rewarding environment to grow and excel.,

As a Financial Planning and Analysis professional, you will be responsible for budgeting, forecasting, analyzing financial data, and preparing reports for management. Your role will involve developing and managing budgets and forecasts, as well as evaluating potential investment opportunities. A professional accounting qualification such as CPA, ACCA, or CIMA is often preferred for this position. In addition to managing investments, you will ensure compliance with financial regulations and standards while preparing financial statements and reports. Supervising and mentoring a team of finance professionals will also be part of your responsibilities. This is a full-time position with benefits including Provident Fund. The work location is in person. If you are interested in this opportunity, please get in touch with the employer at +91 6385566235.,

As a full-time employee, you will be responsible for demonstrating in-depth knowledge of financial planning and strategy, developing budgets, managing profitability, implementing financial controls & accounting procedures, overseeing corporate finance activities, contributing to strategic planning efforts, and understanding the Indian tax structure and banking regulations. The work location for this position is in person.,

River is an electric vehicle company specializing in building multi-utility scooters. Our mission at River is to create the scooters of tomorrow for the ambitious youth of today. We firmly believe that individuals require two essential elements to attain success: the aspiration to reach the pinnacle and the means to facilitate the journey. Our flagship product, River Indie, dubbed as the SUVofScooters, is meticulously crafted to assist you in accomplishing your tasks efficiently. With the support of renowned international investors such as Yamaha Motors, Al-Futtaim Automotive Group, Toyota VC, and Maniv Mobility, we are committed to revolutionizing the mobility industry. Key Responsibilities: - Identify and develop vendors for the procurement of various parts including Brakes, Suspension, Bearings, Transmission, Seals, Locks, and Mirrors. - Create RFX, conduct cost estimations, evaluate commercial proposals, negotiate contracts, award businesses, and release purchase orders to selected vendors. - Drive cost optimization initiatives through localization, value analysis, benchmarking, and resourcing in alignment with business requirements. - Establish supply agreements with vendors to ensure a consistent path for future transactions. - Implement pricing mechanisms with vendors for commodity indexing and forex management. - Analyze and address claims raised by vendors while maintaining provisions for financial planning. - Collaborate with stakeholders to align with the organization's priorities. - Formulate strategies to resolve complex problems and conflicts positively. - Effectively communicate project status to cross-functional teams to ensure timely achievement of project milestones within the defined budget. - Foster innovation, integration of new technologies, quality initiatives, and change management for continuous product improvement. - Develop and implement inventory management strategies to optimize stock levels of parts. - Monitor and maintain accurate inventory records to align with production requirements and minimize excess or obsolete stock. Ideal Candidate: - Bachelor's or Master's degree in Engineering or Supply Chain Management preferred. - Possess 8+ years of robust experience in mechanical commodity management, preferably in the 2-Wheeler Automotive sector. - Demonstrated extensive experience in engaging with strategic suppliers and adept at managing relationships. - Strong communication and interpersonal skills. - Excellent leadership and people management abilities. - Proficient in managing diverse cross-functional team members.,

Job Description: Employment 6 - 12 months contract to hire Work Location Hyderabad Role: Financial Planning and Analyst C2H contract on Hiring (6-12 Months) About the Role: We are looking for a detail-oriented and analytical FP&A Contractor to join our Technology Business Management (TBM) team, supporting the Hardware Center of Excellence (HW CoE). This role focuses on managing and analyzing the Information Technology Services (ITS) budget, ensuring accuracy in forecasting, reporting, and variance analysis. The ideal candidate will have 35 years of FP&A experience and strong proficiency in Microsoft Excel, with the ability to manage large datasets and support finance operations effectively. Key Responsibilities: Support budgeting, forecasting, and financial reporting for ITS and HW CoE Conduct variance analysis and provide actionable financial insights Build and maintain Excel-based financial models, trackers, and reports Track operational and capital expenditures, ensuring data accuracy Collaborate with internal stakeholders to align budget planning and execution Assist in preparing monthly and quarterly financial review packs Required Skills & Experience: 35 years of experience in Financial Planning & Analysis (FP&A) Strong understanding of financial statements and cost center budgeting Basic to intermediate proficiency in Microsoft Excel (formulas, pivot tables, charts, lookups) Ability to work with large and complex datasets Strong communication and stakeholder management skills Preferred Qualifications: Prior experience supporting ITS budgets Exposure to Hardware CoE or technology-related financial processes Knowledge of Depreciation and Lease Accounting Experience with SAP for financial reporting and data extraction Familiarity with Power BI or PowerPoint for reporting and presentations. Interested Applicant can reach out to me. Regards Nithin N 8660251618

You will be joining Vivek Mani and Associates, a professional accounting firm located in Tiruchengode, Tamil Nadu, India. Operating out of 74 / 7, Annai Complex 1st floor, Old Salem Rd, our firm offers a range of comprehensive accounting and financial services. We are committed to delivering precise and effective solutions to cater to the varying requirements of our clients. As a qualified candidate, you should possess a robust understanding of accounting principles and practices. Your role will involve proficiency in financial statement preparation and analysis of financial data. Familiarity with budgeting, forecasting, and financial planning will be crucial in ensuring success in this position. Your keen attention to detail and strong problem-solving abilities will be essential in tackling the challenges that come your way. Excellent communication and interpersonal skills are imperative as you will be required to interact with clients and team members effectively. The ability to work independently as well as collaboratively within a team is highly valued. A Bachelor's degree in Accounting, Finance, or a related field is a prerequisite for this role. Additionally, possessing a professional accounting certification such as CA intermediate would be advantageous. If you are looking to be part of a dynamic team in the field of accounting and finance, and possess the necessary qualifications and skills, we welcome your application to join Vivek Mani and Associates.,

As the Chief Financial Officer (CFO) of our distinguished, mid-sized Indian pharmaceutical company, you will report directly to the Managing Director/CEO and lead a team encompassing various financial functions. Our company, financially robust with revenues of approximately 700 crores, operates with a dedicated team of 1400+ professionals. We have a wide global reach, with products being distributed in over 90 countries and supported by two European subsidiaries. At the core of our financial strategy is a commitment to zero external funding, ensuring compliance with all applicable laws and regulations. Internal accruals drive our growth, reflecting our financial prudence and unwavering integrity in financial management. Your role as the CFO presents a unique opportunity to provide strategic financial stewardship within a debt-free environment. You will be responsible for overseeing financial planning, internal controls, regulatory compliance, treasury management, taxation strategy, audit processes, cost management, and team development. Emphasizing disciplined growth and transparent reporting, you will play a pivotal role in driving financial excellence and ensuring compliance with Indian and international financial standards. Key responsibilities include spearheading long-term financial planning, designing internal control frameworks, leading corporate secretarial functions, managing accurate accounting practices, optimizing treasury functions, and developing proactive taxation strategies. You will also be tasked with overseeing internal audits, cost management, expense control, and IT general controls related to financial systems. As an ideal candidate, you must hold a Chartered Accountant (CA) designation, with additional qualifications such as Company Secretary (CS) considered highly advantageous. A minimum of 20 years of progressive finance experience, including 10 years in a CFO or equivalent leadership role, is required. Essential skills and knowledge include expertise in Indian GAAP, IFRS, Companies Act, SEBI regulations, and other financial regulations. A strong ethical compass, exceptional communication skills, and a structured approach to problem-solving are essential attributes for success in this role. Additionally, preferred qualifications include experience managing financial operations for global subsidiaries and a deep understanding of pharmaceutical industry-specific financial nuances. Your ability to thrive within a value-driven corporate culture, resist external funding pressures, and champion self-reliant growth will be critical to your success as CFO.,

As the Financial Controller at ZenTrades, you will be responsible for overseeing and optimizing the financial operations of our growing product startup focused on SaaS solutions for Field Service Management software. Reporting directly to the CEO, your role will involve managing financial reporting, budgeting, forecasting, and ensuring compliance with regulatory standards. Your expertise will play a critical role in providing accurate financial information to drive strategic decision-making and support the organization's growth objectives. Your responsibilities as a Financial Controller at ZenTrades will include preparing and analyzing monthly, quarterly, and annual financial statements, leading the budgeting process, conducting financial analysis to identify trends and opportunities for optimization, managing cash flow effectively, establishing internal controls for compliance, identifying and mitigating financial risks, providing financial insights to support business initiatives, leading and mentoring a team of finance professionals, communicating financial performance to stakeholders, and identifying opportunities for process improvement. To excel in this role, you should have a strong understanding of business numbers, effective planning skills, proficiency in spreadsheet tools like Excel and Google Sheets, negotiation skills, assertive communication abilities, prioritization skills, documentation proficiency, flexibility to work in US shifts, and a knack for closure. Additionally, you should have 4-8 years of experience in Finance, Accounting, Budgeting, or Business Operations, professional certifications like CFA or CPA are preferred, and a degree in accounting, finance, business administration, or related field. Joining the ZenTrades team will offer you the opportunity to contribute to the financial health and operational efficiency of the organization while working closely with various teams and stakeholders. If you are a self-motivated learner, excel in a high-performance environment, and are passionate about making a significant impact through driving financial performance and innovation, then this role is the perfect fit for you.,

As a Senior Relationship Manager in Branch Banking at East 3309-Kasba, Kolkata, West Bengal, India within the East Business department, your role is crucial in being the primary point of contact for high-net-worth customers in the Priority Banking Segment of the Bank. Your main objective is to provide financial solutions to Emerging HNI & HNI customers, focusing on increasing the liabilities size of relationships through balance growth and enhancing customer profitability. Additionally, you will be responsible for cross-selling Bank's products, third-party investment products, and ensuring customer engagement through various financial solutions such as Mutual Funds SIPs, Insurance, Forex, Remittances, and Loans. Your responsibilities also include deepening existing relationships by cross-selling, acquiring new customers, and expanding your portfolio through references from current customers. Regularly reviewing customer relationships from a liability and cross-holding perspective, ensuring customers are well-informed about financial solutions, and updating internal systems for accurate reporting are integral parts of your role. In terms of the size of the role, the Financial Size includes TRV Size Ranging from 25 Cr to 100 Cr, 2 to 4 selective branches within City/Cluster/Region, and catering to all banking products & services. The Key Duties & Responsibilities encompass achieving Cumulative Daily Balance, New to Bank targets, Mutual Funds, Life Insurance, General Insurance, and other cross-sell points. Improving Customer Activation, resolving queries, providing alternate channel experiences, and implementing necessary training for staff are also part of your responsibilities. Internally, you will focus on streamlining customer onboarding processes, maintaining Managed Customer upsell related MIS, and ensuring adherence to training programs for self-improvement. Performance appraisals and goal setting processes should be completed within specified timelines to ensure continuous learning and development in your role.,

As a Deputy CFO Coal Mines at Vedanta's Mining Business, you will play a crucial role in commencing new mines to achieve the vision of becoming a fully integrated, global leader in aluminium production. You will be responsible for preparing short-term and long-term business plans, ensuring periodic financial closures for mines, and closely monitoring operating costs. Your role will also involve finalizing MDO contracts, focusing on securing raw materials, benchmarking costs with peers, strengthening internal controls, managing tax aspects, monitoring capex budgets, and leading the team to achieve business goals. To excel in this position, you are required to have a strong educational background with 60% and above throughout, along with a CA/MBA in Finance and a minimum of 10 years of relevant experience. You should be capable of working on multiple projects simultaneously, demonstrating your ability to handle diverse responsibilities effectively. Vedanta offers outstanding remuneration and best-in-class rewards, along with globally benchmarked people-policies and top-notch facilities. Our organizational values of Trust, Entrepreneurship, Innovation, Excellence, Integrity, Care, and Respect shape everything we do. We are committed to fostering diversity and promoting equal opportunities for all individuals. If you are a passionate finance professional looking to unlock new values for the business and be part of an exciting growth journey, we encourage you to apply for this opportunity. Join us at Vedanta and contribute to our mission of becoming a global leader in the mining and metals industry.,

Peloton, a leading professional services firm specializing in Integrated Cloud Solutions for various domains, is seeking a skilled and experienced Oracle EPM Cloud Planning Lead to join their high-performing and growing organization. As part of our team, you will have the opportunity to work on cutting-edge projects and contribute to the digital transformation journey of our clients. In this role, you will leverage your deep functional and technical expertise to design, build, test, and deploy tailored Planning and Budgeting solutions that meet the complex business requirements of our clients. You will lead client workshops to gather and analyze business requirements, translate them into functional and technical design documents, and architect robust and scalable Oracle EPM Cloud Planning solutions. Additionally, you will be responsible for hands-on configuration and customization of Oracle EPM Cloud Planning modules, recommending roadmaps and implementation plans, and mentoring junior consultants. To be successful in this role, you must possess a BE/B.Tech/BS/BA degree in Finance, Business, Technology, or equivalent, along with 5-10+ years of experience in Financial Planning, Reporting, and/or Analysis. You should also have 5-10 years of implementation experience with Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) and excellent analytical, critical thinking, written, and verbal communication skills. The ability to work remotely and independently, as well as a strong fit with Peloton's culture and values, are essential requirements for this position. Peloton offers a competitive compensation package, including a competitive base salary, medical insurance, paid holidays and vacation days, life insurance, and a health wallet. If you are passionate about Enterprise Performance Management and are looking for a challenging and rewarding opportunity, we encourage you to apply for the Oracle EPM Cloud Planning Lead position at Peloton. Note: Travel may be required for this position.,

The individual in this role will play a crucial part in financial planning, budgeting, forecasting, and analytical reviews. You are required to have a strong understanding of financial principles, strategic thinking, and excellent analytical and communication skills. Collaboration with various stakeholders, including senior management, is essential to drive insightful decision-making and provide accurate financial projections. You will oversee management reporting, business process functions with a focused approach on standardization and automation. As a clear communicator, both verbally and in writing, you must be organized with effective time management skills, demonstrate a willingness to learn and adapt, and maintain the highest standards of behavior, a collaborative manner, and work ethic. Some of your responsibilities include: Financial Planning: - Develop and coordinate the annual budgeting process. - Monitor and analyze financial performance against budgets. - Develop financial models and forecasts to support decision-making. - Continuously improve financial planning processes. Financial Analysis and Reporting: - Provide insightful analysis on financial and operational performance. - Prepare and present financial reports to senior management and stakeholders. - Conduct ad hoc financial analysis to support strategic initiatives. - Analyze the trends of Key Performance Indicators (KPIs). Forecasting and Budgeting: - Manage the forecasting process and assess the impact of changes. - Coordinate the development of long-range financial plans. - Recommend adjustments to budgeting and forecasting assumptions. Business Partnership: - Provide financial insights and guidance to support decision-making. - Identify areas of improvement and implement strategic initiatives. - Evaluate new business opportunities, investments, and potential risks. Team Leadership and Development: - Foster a collaborative work environment and promote career growth. - Stay updated with financial analysis and reporting practices. - Participate in the development of best practices and user support materials. Knowledge, Skills & Abilities: - Bachelor's degree in Accounting or Finance; CPA and/or MBA a plus. - Experience in a large, complex, global public company. - Strong analytical skills and business acumen. - Excellent proficiency in financial analysis tools, especially Excel. - Ability to manage multiple tasks, meet deadlines, and work across various time zones. - Leadership skills with the ability to mentor and develop a team. - Experience with US GAAP is a plus. - Excellent communication and presentation skills. If you are looking for a challenging role that involves financial planning, analysis, forecasting, and business partnership while fostering team development and compliance with financial standards, this position might be the right fit for you.,

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

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Were looking for a Senior Financial Analyst who can deliver exceptional results in the following areas: Financial Analysis : Develop and maintain complex financial models that provide actionable insights on business performance and drive strategic decision-making. Financial Planning : Collaborate with business leaders to develop and implement financial plans that drive business growth and profitability. Variance Analysis : Identify and explain variances between actual and planned results, and provide recommendations for improvement. Financial Reporting : Develop and maintain financial reports and dashboards that provide timely and accurate insights on business performance. What You Will Do Develop and maintain financial models that provide accurate and timely insights on business performance. Deliver financial plans that drive business growth and profitability. Identify and explain variances between actual and planned results, and provide recommendations for improvement that result. Develop and maintain financial reports and dashboards that provide timely and accurate insights on business performance. Financial Analysis: Develop and maintain complex financial models that provide actionable insights on business performance and drive strategic decision-making. Financial Planning: Collaborate with business leaders to develop and implement financial plans that drive business growth and profitability. Variance Analysis: Identify and explain variances between actual and planned results, and provide recommendations for improvement. Financial Reporting: Develop and maintain financial reports and dashboards that provide timely and accurate insights on business performance. Stakeholder Management: Collaborate with business leaders and stakeholders to drive financial planning and analysis initiatives and achieve business objectives. #LI-MP1 What You Will Have Education: Chartered Accountant or MBA eg., CFA, CPA Experience: 6-8+ years of experience in financial planning and analysis, or a related field. Skills: Advanced financial modelling and analysis skills Excellent communication and presentation skills Ability to work collaboratively in a team environment Strong problem-solving and analytical skills Proficiency in financial planning and analysis tools (eg, Excel, financial modelling software) What we'do For You Wellbeing focused Our people are our greatest assets, and ensuring everyone feels their best self to come to work is integral. Annual Leave 20 days of annual leave, plus public holidays Employee Assistance Programme Free advice, support, and confidential counselling available 24/7. Personal Growth we're committed to enabling your growth personally and professionally through development programmes. Life Insurance - 2x annual salary Personal Accident Insurance - providing cover in the event of serious injury/illness. Performance Bonus Our Group-wide bonus scheme enables you to reap the rewards of your success. OneAdvanced is one UKs largest providers of business software and services serving 20,000+ global customers with an annual turnover of 330M+. We manage 1.5 million 111 calls per month, support over 2 million Further Education learners across the UK, handle over 10 million wills, and so much more. Our mission is to power the world of work and, as you can see, our software underpins some of the UKs most critical sectors. We invest in our brilliant people. They are at the heart of our success as we strive to be a diverse, inclusive and engaging place to work that not only powers the world of work, but empowers the growth, ambitions and talent of our people. To learn more about working at OneAdvanced please click here

The Personal Financial Consultant role is accountable for remotely managing Premier non qualified customers. The role holder will develop , engage, retain and activate clients through the identification of customer needs and opportunities to create deeper and stickier relationships. The role is primarily aimed at managing the following aspirational goals. Relationship management of unmapped Premier customers Identifying and referring / fulfilling customer needs aided by analytics driven triggers Imparting a world class experience aligned to the customer promise, and Increasing wallet share through value build, transitioning customers up the client continuum Role responsibilities Deliver the proposition by providing a consistently excellent customer experience, a chieving the relevant contact standards and enhancing the client facing time for Customers Primary contact for Premier non-qualified non-named RM managed customers and providing banking services and wealth management support Act as a brand ambassador for HSBC, delivering an exceptional customer experience through identifying and fulfilling customer needs at first point of contact Provide an outstanding customer experience to HSBC clients, achieving the relevant contact standards and enhancing the client facing time for Customers Activate customers within their targeted segment/portfolio and generate NTB referrals Retain existing customers through engagement in-line with the market and segment strategy Identifying Customer needs by making full use of franchise levels to ensure quality referrals and introductions to colleagues whilst taking ownership of the day to day servicing of customer needs Encourage customers to use additional channels where appropriate Responsible for a specialized portfolio containing clients with more complex needs Leverage new capabilities and evolving tools to effectively communicate with clients remotely Ensure all activities, transactions and sales adhere to prevailing HSBC and regulatory standards. Maintain and grow profitable long-term relationships with client in line with the Customers channel of choice and focus on developing more meaningful customer relationships whilst improving income generation Deliver a consistent and tailored wealth management service to our Premier clients by referring to team of experts as appropriate in market Accountabilities P rimary point of contact for retail banking requirements (and low value wealth management requirements where appropriate in market) for Non-RM Managed Premier Qualified clients Drive achievement against expectations for revenue generation, product alignment, customer satisfaction and cost containment Grow HSBC s share of high-net-worth client wallet involving investment and other products to ensure product capabilities are in line with client/sector requirements Successful implementation of acquisition strategies and acquiring new-to-bank customers via central, self-generated leads or Branch opportunities Getting to know customers through approved methods and building relationships with them Requirements Minimum Graduation or as required for the role, whichever is higher

The role is a client facing role managing the HSBC relationship with our highest value clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder has a responsibility to acquire, develop and retain relationships with a portfolio of Private Banking clients. Private Banking Relationship Managers require exceptional ability to build trusting relationships with existing and potential Private Banking clients, help clients articulate their needs, and deliver to exceed client expectations. Principal Responsibilities Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals Use tools, information, and delivery channels effectively to deliver the highest levels of client service Maintain a minimum standard of qualifying Private Banking clients within portfolio as stated by Group Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date Identify opportunities, to refer business to GMP, GPB, Insurance and Asset Management, as appropriate Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets Collaborate with the wider team to deliver the WPB performance measures and plan to support the multi channel client journey Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss. Adhere to selling process and sales quality requirements Requirements Bachelors degree with relevant experience Minimum of five years proven and progressive financial services and/or retail sales experience or equivalent 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 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 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. This is HRR (high risk role) and hence necessary trainings and due diligence will be applicable. Accreditations Attain appropriate professional and regulatory qualifications as required by regulations

Role & responsibilities Preferred candidate profile Workday Adaptive Planning, Workday Integration, Financial Planning

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets, products, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Experience working with diverse client groups and providing tailored financial solutions. Location - Chennai,Ponneri,Vellore,Arakonam

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably in mutual fund collections. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Develop and implement strategies to improve client satisfaction and retention. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the industry. Job Requirements Strong knowledge of mutual funds and their role in financial planning. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong problem-solving and analytical skills. Experience working with cross-functional teams. Familiarity with industry-specific software and technology. Location - Madurai,Tirunelveli,Sankarankoil,Thoothukudi

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.

Roles and Responsibility Prepare and cook a variety of continental dishes, including appetizers, entrees, and desserts. Maintain high levels of food quality and presentation standards. Collaborate with other kitchen staff to ensure seamless service. Develop and implement new menu ideas and recipes to enhance customer satisfaction. Ensure compliance with health and safety regulations and company policies. Manage inventory and supplies of food and beverages. Job Requirements Proven experience as a chef in a fast-paced environment. Strong knowledge of cooking techniques, ingredients, and menu planning. Excellent communication and teamwork skills. Ability to work under pressure and meet deadlines. Familiarity with point-of-sale systems and inventory management software. Culinary certification or relevant training is an asset.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in Mutual Funds. Strong understanding of financial markets, products, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Proficiency in using technology and software applications for financial planning and analysis.