Partner Client Relations/Sr Partner Client Relations Wealth HNI acquisition - Financial Service NBFC client - Bangalore, Hyderabad, Mumbai Key Responsibilities: Undertake new client acquisition, retention & growth Identify and acquire new customer for CTS & Wealth. To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential client (Corporates/FIs/HNIs ) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc. To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues. To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients. To work with the retail teams in arranging worksites in the premises of Institutional clients. Achieve targeted profitability & fee income To maintain sales volumes & achieve targeted revenue from all customers/ products. To share regular market updates with clients and provide right investment solution. To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them. Contribute to customer satisfaction initiatives To follow the ethical and fair practices code for selling products. To ensure regular availability of research material and inputs to the clients. To ensure that client promises are kept and their grievances are adequately addressed or highlighted. To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix. Ensure policy adherence and documentation To be aware of all critical policies & procedures & ensure compliance with them. To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures. To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations. Formulate periodic MIS and track competitor moves and report them periodically To send detailed periodic activity & sales reports to the Teal Lead. To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams. Contribute in skill enhancement To ensure ongoing self-development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services. If you're skills are matching the requirement then please drop me your CV on ankita.jalla@forward.net.in

Role & responsibilities Strategy Development & Implementation: Undertake strategic planning on achieving sales targets Ensure monitoring and analysis of performance of each Group/ cluster against identified targets Implement incentive schemes Provide inputs for product improvements, new product launches and improvement in sales processes Strengthen relationship with partners / Distributor Build, Manage & enhance relationship with the partner/ Distributors Maintain clear communication with the partner/ Distributors Sales growth and cost management Ensure achievement of sales targets Ensure successful launch of new products and marketing promotional campaigns Review monthly sales targets and discuss with on backlog, customer feedback, and other insights from the team Customer satisfaction and retention Monitor satisfaction of the customers through a customer satisfaction index based on parameters such as customer complaints, persistency, etc. Ensure Company provides superior sales experience to its customers People Management Develop the recruitment and training plan for the team in line with the overall recruitment & training plan and ensure recruitment and training of the team as per the plan Troubleshoot and resolve critical people related issues Take responsibility for development of team members and planning for succession, acting as mentor and coach and taking follow up action to ensure employee satisfaction and motivation Achieving activity target for the year Ensure Business Generation from branches mapped to phone team and achieve team productivity there by achieving target. Maintain quality service standards through all the teams Campaign management Support model Ensuring bank branch queries, customer engagement for product details & closure Along with service to customers and distributor Ensure penetration and activation in branches/POS/Agents along with business Weekly review and monitoring the TLs/ABHH on all running campaigns as per SLAs Ensure regular training and handholding by the TL/ABH to their team Best practice sharing across verticals Ensure effectiveness of campaigns Ensure process efficiencies Campaign analysis

Role & responsibilities Administrative & Executive Support You will prepare reports, presentations, and briefing materials as required You will organize and coordinate meetings, including agenda preparation and follow-ups. You will handle confidential documents and communications with discretion. Business Coordination & Support: You will assist in tracking and monitoring key business performance metrics of the Channel. You will coordinate with internal teams and external partners to ensure the smooth execution of processes such as Data Analysis, Data Feed to Field force, tracking of various agreed-upon activities at Field level, and campaign Design. You will support in the preparation of business reports, financial summaries, and strategic documents. You shall follow up on action items and ensure timely completion of assigned tasks. Stakeholder Management: You shall act as a liaison between the Country Head and sales leadership teams to complete various tasks and provide timely responses for Campaigns, Data feeds, etc. You shall facilitate communication and ensure timely responses to queries and concerns within various functions. You will support the channel with strategic inputs like Data / Campaigns / Business Drives & Reviews etc. Compliance & Documentation: You shall ensure adherence to company policies and regulatory requirements in all tasks. You will maintain proper documentation, records, and reports for audit and compliance purposes. You shall ensure that sales network follows agreed processes during tactical business drives and immediately flag deviations to CH for course correction Special Projects & Initiatives: You shall support the Country Head in executing strategic initiatives and special projects. You will conduct research in liaison with sales leadership and provide insights on market trends, competition, and business opportunities. Preferred candidate profile Preferably Graduates, with 3+ years of experience in Sales strategy (direct sales channel

Family Office | Investment Advisory | Wealth Management | Portfolio Management Services | Channel Sales | B2B Sales | Institutional Sales Job Context: a) Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. b) Adequate planning and strategy. c) Focus on inactive clients & follow activation. d) Synergize with all relevant departments for achieving the desired objective. e) Ensuring the overall wealth solutions to family offices by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc

Role & responsibilities The purpose of this job is to acquire new clients and maintain strong relationship with existing clients in the Mid and Large Corporate group and create client specific strategies for a profitable / sustainable revenue model by way of cross sell and upsell while having a high-quality portfolio as per present business norms. Identify business development opportunities (prospective lead generation, client engagement, need articulation, solution fitment, relationship maintenance) To send periodic reports to Regional / Zonal Head for potential business opportunities. To ensure high standards of portfolio management, operational execution, escalate risk concerns Drive deal closures to revenue growth

Sr Manager / AVP Internal Audit - Broking Segment - Prabhadevi Candidates with Broking Industry Experience is required. Job Purpose: The Internal Auditor will be responsible for conducting thorough audits of various operations, including depository participant operations, custody operations, settlement operations, banking operations within broking, and the payin and payout processes of security and fund transfer of exchanges. The role involves performing half-yearly audits of exchanges and ensuring compliance with regulatory requirements and internal policies. Key Deliverables: Depository Participant Operation Audit: Conduct comprehensive audits of depository participant operations. Evaluate the effectiveness of controls and compliance with regulatory requirements. Custody Operation Audit: Perform audits of custody operations to ensure proper management and safeguarding of assets. Assess the accuracy and completeness of custody records and processes. Half-Yearly Audit of Exchanges: Lead and execute half-yearly audits of exchanges. Identify and report on areas of non-compliance and recommend corrective actions. Settlement Operations Audit: Audit settlement operations to ensure timely and accurate settlement of transactions. Review and evaluate the effectiveness of settlement procedures and controls. Banking Operations within Broking Audit: Conduct audits of banking operations within the broking division. Ensure compliance with internal policies and regulatory requirements. Payin and Payout Process Audit: Audit the payin and payout processes of security and fund transfers of exchanges. Verify the accuracy and timeliness of transactions and related documentation. Qualification & Experience: CA / MBA from a reputed Institute Strong understanding of depository participant operations, custody operations, settlement processes, and banking operations within broking. Knowledge of regulatory requirements related to exchanges and financial transactions..

Role & responsibilities Job Purpose: Purpose of this role is to develop and manage execution of the Audit Strategy and Plan for Branch Audits and Corporate Functions Audits covering all the key areas across corporate, risk management and control functions including Compliance, Risk Management Function (covering the management of various risks such as Legal risk, Fraud risk, Operational risk, Third party risk/Outsourcing risk, Liquidity risk, Financial risk, Reputational risk etc.), Legal, Collections, Finance and Accounts, HR and Admin, Centralized Operations and Customer Service, Treasury, Secretarial, Marketing, etc to assess adequacy and effectiveness of risk management and controls, and adherence to internal policies and procedures as well as applicable laws and regulations. Key Result Areas Supporting Actions Development of Audit Strategy and Plan Develop audit strategies for identification and assessment of various risks in branch and corporate, risk management and control functions including Compliance risk, Legal risk, Fraud risk, Operational risk, Third party risk/Outsourcing risk, Liquidity risk, Financial risk, People risk, Reputational risk etc., and current maturity level of controls in these functions. Develop audit plans based on risk assessment and regulatory framework; ensure use of advanced integrated auditing concepts and extensive use of technology and data analysis for achievement of the audit objectives Develop specialized audit team for timely and quality execution of complex and specialized audit reviews covering all the key areas of corporate functions including risk management functions and control functions Execution of Audit Strategy and Plan Effective management and execution of the audit plan in accordance with the Policies, Procedures, Legal and Regulatory requirements, Internal Audit Standards, and leading best practices for proactive identification and remediation of various risks including Compliance risk, Legal risk, Fraud risk, Operational risk, Third party risk/Outsourcing risk, Liquidity risk, Financial risk, People risk, Reputational risk etc. Conduct Branch and corporate functions audits (including audits of risk management functions and control functions) to provide independent and objective assurance on the adequacy and effectiveness of risk management and controls, and adherence to or compliance with the internal policies, standards and procedures as well as applicable laws and regulations Conduct corporate functions audits (including corporate, risk management and control functions) testing controls across functions in accordance with the Policies, Procedures, Legal and Regulatory requirements, Internal Audit Standards, and leading best practices Conduct risk-based, thematic and specialised audit reviews to assess the adequacy and effectiveness of the risk management and controls covering various key activities and areas such as legal and compliance risk management, fraud risk management, operational risk management, treasury and investment functions, liquidity risk management, third party risk/outsourcing risk management, vendor payments, general ledger and accounting controls, regulatory reporting, employee onboarding and payroll management, operations and customer service, complaints management, procurement and facilities management etc. Conduct review of application controls (automated business process controls) in the applications used by corporate, risk management and control functions and management information systems to assess adequacy and effectiveness of the controls Provide effective recommendations for improvements to the organization policies, processes and practices based on leading industry practices and emerging risks Develop processes for adequate and effective audit coverage of various risks including Compliance risk, Legal risk, Fraud risk, Operational risk, Third party risk/Outsourcing risk, Liquidity risk, Financial risk, People risk, Reputational risk etc. and various applicable laws and regulatory circulars / guidelines across various regulators Keep audit procedures and checklists current and updated keeping pace and aligned with changes in internal policies/guidelines as well as legal/regulatory changes and evolving industry best practices Ensure timely completion of audit plan and projects along with quality of audits, and meet with all audit documentation and reporting requirements as per audit policy and procedures and leading best practices Active engagement with stakeholders for implementation of recommendations for effective risk mitigations and improvement in the control environment Continuous Monitoring Develop strategies for identification of triggers / risk hotspots and conduct unplanned reviews / investigations based on various triggers/ hot spots, directives received from regulators, board committees and senior management Keep abreast of the emerging audit trends and drive key audit initiatives for efficient and effective achievement of the audit objectives Implement an effective continuous monitoring framework for ongoing monitoring of risk relating to various business segments, products, channels, processes and units; Identify and develop automated test for ongoing monitoring of Credit risk and Credit Lifecycle Processes risks such as regulatory compliance risk, financial risk, operational risks across the lines of business/segments/products/channels Communication and Stakeholder Engagement Effective communication and reporting to various stakeholders including regulators, board committee and senior management Interested candidates are invited to send their resume on chetan.navale@forward.net.in

Role & responsibilities To develop business in the zone by planning, directing and implementing sales strategies and programs to achieve or exceed the sales objectives of the region/zone Analyse market trends and customer needs to refine sales strategies. Identify new business opportunities and expand market presence Develop sales plan to ensure optimum utilization of resources in the region/zone. Plan and achieve business goals month on month for the zone Responsible for building and managing life insurance Direct Sales model for the entire zone. Recruit train and manage a team of Regional Managers, Cluster Managers and Branch Managers and Relationship Managers. Ensure adherence to the company's code of conduct, rules and regulations, practices and policies and regulatory requirements Drive Direct Sales Objectives - Target segment/Reach/Penetration/Cross sell/Up sell/Referencing Build Product and Local Market Knowledge, Track Competition Activity and Practices Retention of Staff: Ensure a healthy work environment and social interaction with team Preferred candidate profile Preferably 15+ years experience in Life Insurance Sales Perks and benefits Fixed Salary + Variable

Sr Executive / AM Accounts - Large Size Financial Services - Malad Job Specifications Role: Sr Executive / Assistant Manager Accounts (Private Equity / Private Wealth Management) Department: Finance & Accounts Function: Finance & Accounts Location: Malad WFO Job Purpose Responsible for overseeing daily activities of accounting operations including preparation of Financial Statements and Audits. Key Responsibility o Income & expense workings on monthly basis and ensure appropriate booking of accounting entries o Bank Reconciliation preparation on daily basis as per SLA defined o Tax balances to be reviewed along with returns/ reconciliation o GL scrutiny for all ledgers need to be reviewed on weekly basis and maintain accounts hygiene at all times o Perform sample testing as per controls defined for each RCM on quarter basis o Prepare TDS liability workings, matching of GST ITC credit with reco & returns o Co-ordinate with operations team for reconciling revenue with invoice booking, follow up for receivables, TDS/ GST queries and payment related concerns o Inter-company matching of entries and reconciliation on monthly basis o Understanding accounting & expense management system thoroughly in order to keep systematic accounting records and improve efficiency through automation. Role Requirement o Educational Qualifications: Semi Qualified CA, B.Com working with CA Firm o Experience: 5 to 6 years in mid-size CA Firms o Domain Knowledge: Domain Knowledge

The primary function of the role will be to develop and manage the audit strategy and plan for proactively and qualitatively conducting the corporate functions audits across the corporate, risk management and control. Somebody who has experience doing IT Audit in Digital Lending space then this opportunity awaits you. Develop audit strategies for identification and assessment of various risks Information Technology (IT) Infrastructure, Information Security and IT Applications Audits and in corporate, risk management and control functions including Compliance risk, Legal risk, Fraud risk, Operational risk, Third party risk/Outsourcing risk, Liquidity risk, Financial risk, People risk, Reputational risk etc. Develop audit plans based on risk assessment and regulatory framework; ensure use of advanced integrated auditing concepts and extensive use of technology and data analysis for achievement of the audit objectives Develop specialized audit team for timely and quality execution of complex and specialized audit reviews covering all the key areas of corporate functions including risk management functions and control functions. Conduct risk-based, thematic and specialized audit reviews to assess the adequacy and effectiveness of the risk management and controls Conduct review of application controls (automated business process controls) in the applications used by corporate, risk management and control functions and management information systems to assess adequacy and effectiveness of the controls Provide effective recommendations for improvements to the organization policies, processes and practices based on leading industry practices and emerging risks Develop processes for adequate and effective audit coverage of various risks including Information Technology (IT) Infrastructure, Information Security and IT Applications, Compliance risk, Legal risk, Fraud risk, Operational risk, Third party risk/Outsourcing risk, Liquidity risk, Financial risk, People risk, Reputational risk etc. and various applicable laws and regulatory circulars / guidelines across various regulators. Keep audit procedures and checklists current and updated keeping pace and aligned with changes in internal policies/guidelines as well as legal/regulatory changes and evolving industry best practices. Ensure timely completion of audit plan and projects along with quality of audits, and meet with all audit documentation and reporting requirements as per audit policy and procedures and leading best practices. Active engagement with stakeholders for implementation of recommendations for effective risk mitigations and improvement in the control environment. Develop strategies for identification of triggers / risk hotspots and conduct unplanned reviews / investigations based on various triggers/ hot spots, directives received from regulators, board committees and senior management. Keep abreast of the emerging audit trends and drive key audit initiatives for efficient and effective achievement of the audit objectives. Implement an effective continuous monitoring framework for ongoing monitoring of risk relating to various business products, processes and units; Identify and develop automated test for ongoing monitoring of Information System & Security risk across the organization. Develop specialized audit team for execution of complex and specialized audit reviews covering IT Infrastructure, IT Applications, Information System & Security areas and risk management and controls across various risks including Compliance risk, Legal risk, Fraud risk, Operational risk, Third party risk/Outsourcing risk, Liquidity risk, Financial risk, People risk, Reputational risk etc. Develop, nurture and grow talent through effective employee engagement and management. Continuous development of self and the team through regular learning and sharing of knowledge / best practices.

Role & responsibilities Job Title: Team Lead Audit Analytics Location: Mumbai Reports To: VP - Audit analytics Job Summary We are seeking an experienced and motivated Team Lead Audit Analytics to drive data-driven insights and support the audit function. This role will lead a team of analytics professionals, collaborating closely with auditors and stakeholders to enhance audit quality and efficiency through advanced analytics, automation, and innovative solutions. Key Responsibilities Team Leadership: Lead, mentor, and develop a team of audit analytics professionals. Foster a culture of collaboration, continuous learning, and high performance. Project Management: Oversee audit analytics projects from initiation to completion, ensuring timely delivery, quality, and alignment with audit objectives. Analytics Development: Design, develop, and implement data analytics solutions to support audit planning, execution, and reporting. Stakeholder Collaboration: Work closely with audit teams and business units to understand requirements, identify opportunities for analytics, and communicate findings. Quality Assurance: Review analytics outputs for accuracy, completeness, and relevance. Ensure adherence to internal standards and best practices. Innovation & Automation: Identify opportunities to automate audit processes and introduce new analytical tools and techniques. Reporting & Insights: Present data-driven insights and recommendations to senior management and audit committees. Training & Development: Conduct training sessions for auditors on analytics tools, techniques, and best practices. Interested candidate are invited to send their resume on chetan.navale@forward.net.in

Role & responsibilities Understand the job requirement, screening parameters and client's business upon receipt of job information. Sourcing of resumes from various online / offline tools. Incorporating new and innovative ways of sourcing resumes for Mid & Senior Level assignments Communicating with candidates with employer information and benefits during the screening process over phone after taking their consent for processing their resume for the job. Ensuring delivery of assignments with quality resumes within set TAT. Schedule interviews of shortlisted candidates upon receipt of feedback from client on resumes shared. Share interview details with candidates and interview schedule to account manager upon confirmation of interview schedule as per client availability. Constant Interview follow ups and rapport building with candidates to ensure candidates attend interviews as per schedule. Upon selection of candidate, follow up on required documents for further process as per client requirement, negotiation on offer if required by client and do a constant relationship building with candidate till joins and take regular feedback even after joining of candidate. MIS reports as per company requirement Preferred candidate profile Preferably Graduate with 2+ years experience in Talent Acqusition Perks and benefits Fixed Salary + Incentives

Key Accounts Manager Relationship Bancassurance - Health Insurance - Thane or Prabhadevi Roles & Responsibility: Ensuring Bank continue their partnership even in a competitive open architecture environment Plan & Strategize in terms of sales targets in sync with the targets of Banks internal guidelines. Deliver Premium targets Ensure design and implementation of cutting edge Sales Management Practices to effectively manage expectations of a highly competitive and professional team of Partner Bankers. Running a Profit Center through effective management of Expenses. Manage Renewals Business expansion within Bank relationship in order to meet ambition of reaching premier position in Health Insurance

Role & responsibilities We are seeking a strategic and results-driven Lead HR to partner with the Sales leadership team in driving business performance. This role is responsible for driving sales team performance, managing sales compensation programs, improving productivity and reducing attrition through targeted people initiatives. Key Responsibilities: Strategic HR Partnership Serve as the HR business partner to sales leaders. Align HR initiatives with sales business goals and drive organizational effectiveness. Influence strategic workforce planning, organizational design, and succession management. Sales Compensation & Rewards Design, review, and manage incentive structures and variable pay plans for sales teams. Partner with Sales Ops and Finance to ensure accurate and timely pay-outs. Conduct compensation benchmarking and monitor incentive effectiveness and align them with performance outcomes. Sales Productivity Enablement Analyze sales productivity metrics and work with business leaders to close performance gaps. Co-develop performance KPIs, tracking tools, and dashboards. Drive performance review cycles, PIP processes, and high-potential talent identification. Attrition & Retention Management Own attrition analytics across sales geographies/levels and present insights to leadership. Implement proactive retention strategies based on trend analysis, pulse checks, and exit data. Collaborate on employee engagement and career development programs to reduce churn. Leadership Development & Capability Building Identify and support the development of future sales leaders. Facilitate sales-specific L&D initiatives in collaboration with the Learning team. Mentor HRBPs or regional HR reps aligned with the sales function. HR Governance & Compliance Ensure adherence to labour laws, policies, and audit standards across all sales locations Maintain data integrity and oversee HR operations related to the sales function. Preferred candidate profile Experience in a high-growth or performance-oriented sales organization Strong analytical and problem-solving skills.

Role & responsibilities We are seeking a strategic and results-driven Lead HR to partner with the Sales leadership team in driving business performance. This role is responsible for driving sales team performance, managing sales compensation programs, improving productivity and reducing attrition through targeted people initiatives. Key Responsibilities: Strategic HR Partnership Serve as the HR business partner to sales leaders. Align HR initiatives with sales business goals and drive organizational effectiveness. Influence strategic workforce planning, organizational design, and succession management. Sales Compensation & Rewards Design, review, and manage incentive structures and variable pay plans for sales teams. Partner with Sales Ops and Finance to ensure accurate and timely pay-outs. Conduct compensation benchmarking and monitor incentive effectiveness and align them with performance outcomes. Sales Productivity Enablement Analyze sales productivity metrics and work with business leaders to close performance gaps. Co-develop performance KPIs, tracking tools, and dashboards. Drive performance review cycles, PIP processes, and high-potential talent identification. Attrition & Retention Management Own attrition analytics across sales geographies/levels and present insights to leadership. Implement proactive retention strategies based on trend analysis, pulse checks, and exit data. Collaborate on employee engagement and career development programs to reduce churn. Leadership Development & Capability Building Identify and support the development of future sales leaders. Facilitate sales-specific L&D initiatives in collaboration with the Learning team. Mentor HRBPs or regional HR reps aligned with the sales function. HR Governance & Compliance Ensure adherence to labour laws, policies, and audit standards across all sales locations Maintain data integrity and oversee HR operations related to the sales function. Preferred candidate profile Experience in a high-growth or performance-oriented sales organization Strong analytical and problem-solving skills.

Role & responsibilities - Key Responsibilities: Develop and implement customer service strategies aligned with the company goals and objectives. Set targets for customer service for both B2C and for B2B modes across financial and non-financial sectors Lead, mentor, and motivate the customer service team to achieve performance targets. Oversee the resolution of customer complaints and issues, ensuring timely and effective solutions. Automate where possible. Monitor and analyse customer service metrics to identify areas for improvement. Collaborate with other departments to enhance the customer journey and implement best practices. Ensure compliance with regulators, company policies, procedures, and regulatory requirements. Drive continuous improvement initiatives to enhance service quality and efficiency. Preferred candidate profile - Strong understanding of automated customer service mechanisms Very strong team building and management skills Ability of understand existing customer service processes and make them better Proven experience in a senior customer service role, across multiple industries (preferably customer facing industries like telecom and banking) Strong leadership skills with the ability to manage and inspire a large team. Excellent communication and interpersonal skills. Ability to handle high-pressure situations and resolve conflicts effectively. Strong analytical skills with the ability to interpret data and make informed decisions. Proficiency in using customer service software and tools.

Dear Candidate Excellent opening Job Title: Relationship Manager Experience: 2+ years in Sales (Supply Chain Trade Finance sector) Location: Bangalore Industry: With a leading Indian company with digital platform for financing global trade **Job Description:** We are seeking a dynamic and results-oriented Relationship Manager to join our team in the supply chain finance sector. The ideal candidate will have a strong background in sales, excellent communication skills, and a passion for helping businesses optimize their financial operations. This role involves building relationships with clients, understanding their needs, and providing tailored financial solutions that enhance their supply chain efficiency. **Key Responsibilities:** 1. **Client Acquisition:** Identify and pursue new business opportunities within the supply chain finance market. Develop and maintain a robust sales pipeline. 2. **Relationship Management:** Build and maintain strong relationships with existing and prospective clients. Understand their business needs and provide tailored solutions. 4. **Sales Strategy:** Collaborate with the sales team to develop and implement effective sales strategies and campaigns to drive revenue growth. 5. **Market Research:** Stay informed about industry trends, market conditions, and competitor activities. Use this information to identify opportunities and threats. 6. **Proposal Development:** Prepare and present compelling proposals and presentations to potential clients. Negotiate terms and close deals. If interested, please connect and share updated CV along with below details at my email ID: geetika.gupta@forward.net.in Current CTC Expected CTC Notice period Reason for change Regards Geetika Gupta Lead Talent Acquisition FORWARD geetika.gupta@forward.net.in

Role & responsibilities - 1. Team Management: - - - Lead and motivate a team of ABH/Phone managers, providing guidance and support to ensure they meet their individual and collective sales targets. Conduct regular performance reviews and coaching sessions to enhance the skills of the team members Foster a positive and collaborative team environment that encourages continuous improvement and high performance. 2. Sales Strategy and Execution: - Develop and implement sales strategies that align with the companys goals and optimize lead conversion rates. - - - Monitor and analyze the performance metrics of the team, making datadriven decisions to improve sales outcomes. Work closely with the performance marketing and digital partnership team to refine the lead generation process and ensure the quality of leads. Build monthly contest to drive sales through sales promotion 3. Customer Engagement: - Oversee the warm calling process, ensuring agents effectively engage with customers who have shown interest through digital channels. - - - Ensure that the team provides a consultative sales experience, addressing customer needs, and recommending appropriate life insurance products. Handle escalated customer issues and provide solutions that maintain customer satisfaction and loyalty. Develop rebuttal strategies and pitches for brands, products, and processes. 4. Floor Operations: - - - Oversee daily floor operations to ensure smooth and efficient workflow, minimizing downtime and ensuring optimal agent productivity. Manage workforce planning, including scheduling and real-time adjustments based on call volumes and agent availability. Ensure that the floor is adequately staffed and that agents are adhering to their schedules. 5. Governance: - - - Implement and enforce governance policies to ensure that all sales activities comply with company standards, industry regulations, and ethical practices. Conduct regular audits and reviews to ensure compliance with internal and external guidelines. Maintain clear and accurate records of all governance-related activities, including compliance checks and incident reports. 6. Analytics and Reporting: - Prepare detailed reports on team performance, including sales metrics, conversion rates, customer feedback, and floor operations efficiency. - - Analyze sales trends, customer interactions, and operational data to identify opportunities for improvement and provide actionable insights to senior management. Utilize analytics tools to monitor real-time performance and make informed decisions to optimize team efficiency and sales outcomes. 7. Issuance and Post issuance policy management - - - Ensure policy issuance within the given TAT with minimal business loss. Understand document scrutiny and underwriting rules, working with underwriters and ops SPOCs for efficient policy issuance. Know how to identify risky profiles and detect fraud through digital channels. Collect renewal premiums post-issuance to drive FYRP and maintain persistency. Preferred candidate profile - Strong leadership and team management skills, with a track record of driving team performance. Excellent communication and interpersonal skills, with the ability to articulate complex insurance products. Proficiency in CRM software and digital sales platforms. Analytical mindset with the ability to interpret sales data and make strategic decisions. Familiarity with digital marketing and lead generation techniques. Experience in managing floor operations and ensuring compliance with governance policies.

Role & responsibilities 1. Leadership & Team Management Supervise and mentor Area Sales Managers across various districts of Andhra Pradesh. Define targets and KPIs for ASMs and their teams in alignment with regional goals. Regularly conduct performance reviews, provide coaching, and ensure staff development. Foster a results-driven, customer-centric sales culture. 2. Sales Strategy & Execution Develop and implement region-specific strategies for business loan and professional loan acquisition. Identify high-potential markets and sectors Collaborate with the Zonal Head to align regional strategies with organizational goals. Coordinate weekly and monthly sales planning with ASMs. 3. Market Development & Channel Management Build and expand a network of DSA/Channel Partners, financial consultants, and professional associations. Drive partnerships with local influencers like Chartered Accountants, doctors, and business forums. Monitor competition and market trends to refine product positioning and pricing. 4. Reporting & Compliance Generate and analyze sales reports from ASMs; present actionable insights to senior management. Ensure region-wide adherence to regulatory, audit, and company policy standards. Implement compliance training and periodic reviews in the field. Preferred candidate profile Graduate/Postgraduate in Business Administration, Finance, or related field (MBA preferred) Experience in sales leadership in the banking/NBFC sector with a focus on business or professional loans Prior experience managing Area Sales Managers or large sales teams Strong understanding of the Andhra Pradesh market and regional customer behavior Strong analytical, team management, and interpersonal skills Willingness to travel across the state regularly

AVP/DVP Data Science AI, ML - Life Insurance - Goregaon AI & Machine Learning Design, develop, and implement machine learning models for predictive analytics, natural language processing (NLP), computer vision, or recommendation systems. Lead end-to-end AI project lifecycles, including validation, productionization, and optimization using frameworks such as TensorFlow, PyTorch, and scikit-learn. Stay updated with the latest advancements in Generative AI and foundation models, evaluating and integrating them as needed. Partner with cross-functional teams to identify AI use cases and deliver measurable business value. Data Science & Analytics Lead the end-to-end analytics lifecycle, from data exploration to actionable insights and product development. Collaborate with data engineers and analysts to build impactful solutions that drive business outcomes. Leadership & Strategy • Mentor and guide junior team members, fostering their professional growth. Cloud Architecture & Engineering Contribute to the enterprise AI and cloud strategy, including roadmap planning and vision setting. Architect and design cloud-native AI and data platforms on GCP (preferred), AWS, or Azure. Optimize data pipelines and machine learning workflows using services like Vertex AI, SageMaker, or Azure ML. Ensure scalable, secure, and cost-efficient architectures with robust CI/CD pipelines in cloud environments. Experience • 8+ years of experience in AI and Data Science roles. Required Skills Proficiency in Python and SQL. Strong expertise in machine learning frameworks like TensorFlow, PyTorch, Hugging Face, and scikit learn Hands-on expertise with large language models (LLMs), vector databases, and retrieval-augmented generation (RAG) techniques In-depth knowledge of cloud platforms, preferably GCP, but also AWS or Azure. Familiarity with data engineering tools such as BigQuery, Kafka, Snowflake. Sound knowledge of data privacy, governance, and ethical AI practices. Expertise in MLOps practices, including CI/CD pipelines, model monitoring, and A/B testing.