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1.0 - 4.0 years
3 - 6 Lacs
Lucknow
Work from Office
To drive sales and ensure business targets are achieved for their region Core Responsibilities: Focus on builder funding up to 15 Cr.Drive business through both direct builder engagement and DSA channels.Develop and execute territory-specific sourcing strategies.Build and maintain a builder database and DSA network.Regularly review deal pipeline and conversion ratios.Act as the escalation point for key accounts and issues.Liaise with product, credit, and legal teams to structure viable proposals.Conduct regular training for DSAs. Key Skills: Team handling, channel development, and builder relationship management.In-depth knowledge of builder funding and LAP products.Strong leadership and analytical decision-making abilities. Qualification : Graduate (Diploma/ Degree in Civil/ Architecture).
Posted 4 weeks ago
2.0 - 5.0 years
12 - 16 Lacs
Durgapur
Work from Office
Key Deliverables: Timely due diligence of the funding proposals of the branches Ensuring the Credit policy implementations Managing and supervising FI agency/ valuation agency operations Ensuring quality portfolio of the branches within the set parameters Conducting training for FI/Channels and cross verticals at regular intervals Visiting Channels/ Branches and customers at regular intervals Handling a team of Credit Managers and associates Providing market feedback through fieldd visits and networking with Credit counterparts of competition Providing inputs for localized schemes based on market dynamics and delinquency studies Audit of files and Process and taking corrective measures Complying to audit Queries Keep track on performance of self and drive the team to enable positive results on KPIs Communicate & Maintain co-ordination with other financers to stay updated on financing traits, market understanding, customer feedback, new schemes launch which helps in underwriting Education Qualification: MBA/CA/ICWA/CS/M.com/B.com (Hons) Specialized job competencies: Functional Competencies Credit Analysis Analytical & Accuracy Skill Understanding of Lending Procedures Credit Risk Assessment Behavioral Competencies Execution Excellence Customer Centricity Fostering Synerygy People Leadership Strategic Orientation Hiring Parameters: Should have Direct or CFT experience in Credit/Operations/Sales/Collections Should have knowledge of local market Good Communication & Negotiation Skill will be added advantage Ability to work under pressure Should have problem Solving Skill
Posted 4 weeks ago
0.0 - 5.0 years
4 - 8 Lacs
Jaipur
Work from Office
Assistant Manager - Finance Department - NBFC Preparing proposals of fund raising through banks and FIs. Managing excess liquidity. MIS preparation. Post sanctioning Compliances. #Finance #Treasury #NBFC #CAfresher #CharteredAccountant #Fundraising
Posted 4 weeks ago
0.0 - 2.0 years
3 - 6 Lacs
Bengaluru
Work from Office
We are seeking a highly driven MBA Graduate Intern (Finance) who will work directly with the Founders and CXOs on fundraising strategy, growth planning, and financial modelling This internship is ideal for someone looking to gain hands-on experience in venture capital fundraising, startup finance, and scaling real-world businesses Job Responsibilities Research and shortlist relevant venture capital firms, angel investors, incubators, and government grant schemes Assist in creating compelling pitch decks, investor briefs, and financial presentations Support in building financial models, valuations, and projected P&L, balance sheet, and cash flow statements Analyze unit economics, pricing strategies, and market sizing for business verticals Collaborate on go-to-market strategies and growth plans for new and existing business lines Participate in investor outreach, scheduling meetings, follow-ups, and documentation Evaluate term sheets, fundraising documents, and due diligence requirements Conduct benchmarking and competitor financial analysis Maintain internal fundraising CRM and data room documentation Educational Qualification: Currently pursuing or recently completed an MBA in FinanceCandidates from Tier 1 or Tier 2 B-schools will be preferred Required Skills: Strong grasp of financial statements, startup valuation, and fundraising lifecycle Proficiency in Excel, Google Sheets, PowerPoint, and pitch deck design toolsFamiliarity with venture capital terms, equity structures, and funding instruments (eg, SAFE, CCD, Equity) Excellent analytical and research skills Strong communication and storytelling abilitiesSelf-motivated, organized, and comfortable working in a fast-paced startup environment MUST-HAVE SKILL SET Fundraisingfinancial statements SAFECCDEQUITY Venture Capital Equity Excel
Posted 4 weeks ago
2.0 - 5.0 years
0 - 0 Lacs
Madurai, Chennai, Coimbatore
Work from Office
Job Title: Project Finance & Administration Coordinator Location: Chennai Department: Product & Strategy Industry: Defence / Aerospace / Engineering Job Summary: We are seeking a detail-oriented and experienced Project Finance & Administration Coordinator to oversee the administrative & financial planning, execution, and reporting of defence projects. The ideal candidate will be responsible for maintaining financial discipline, tracking project milestones, ensuring financial closures, and adhering strictly to milestone-based invoicing and fund flows. Key Responsibilities: Manage end-to-end project accounting & administrative activities for defence sector projects. Prepare, track, and update milestone-wise project financial schedules . Ensure timely financial closures in line with internal and client-defined protocols. Coordinate with project managers, procurement, and operations teams to align financials with project progress. Generate and submit milestone-based invoices to clients/agencies as per contractual obligations. Prepare periodic MIS reports, cash flow statements, project P&L, and budget forecasts. Liaise with statutory and internal auditors during audits and ensure prompt resolution of queries. Monitor utilization of project funds and highlight variances, delays, or risks to management. Ensure compliance with Defence / MoD financial standards and documentation protocols. Assist in preparation of financial models for new project bids and costing. Key Skills and Competencies: Strong knowledge of project-based accounting and financial reporting. Experience with milestone billing and defence sector compliance (preferably MoD / DRDO projects). Proficiency in MS Excel. Attention to detail, deadline-oriented, and excellent analytical skills. Strong interpersonal and communication skills to coordinate with internal and external stakeholders. Proficiency in English & Hindi verbal communication is preferred. Qualifications & Experience: Education: B.Com or equivalent. Experience: Minimum 12 years in project accounting, preferably in the defence or engineering sector. Role & responsibilities Preferred candidate profile
Posted 1 month ago
4.0 - 9.0 years
4 - 9 Lacs
Ahmedabad
Remote
4 years hands on exp into Closing/Funding operations Review executed loan documents for accuracy and completion, Verify all docs are executed in compliance with investor Verify,balance funding figures to wire final loan proceeds MS Office Encompass Required Candidate profile Bachelor’s degree or higher with atleast 4 years experience within US Residential Mortgage Industry Excellent communication skills, both written and verbal, and must be able to work independently Perks and benefits Remote Job 5 working days Internet Reimbursement
Posted 1 month ago
6.0 - 10.0 years
16 - 20 Lacs
Kalburagi
Work from Office
Key Deliverables: Timely due diligence of the funding proposals of the branches Ensuring the Credit policy implementations Managing and supervising FI agency/ valuation agency operations Ensuring quality portfolio of the branches within the set parameters Conducting training for FI/Channels and cross verticals at regular intervals Visiting Channels/ Branches and customers at regular intervals Handling a team of Credit Managers and associates Providing market feedback through fieldd visits and networking with Credit counterparts of competition Providing inputs for localized schemes based on market dynamics and delinquency studies Audit of files and Process and taking corrective measures Complying to audit Queries Keep track on performance of self and drive the team to enable positive results on KPIs
Posted 1 month ago
10.0 - 20.0 years
12 - 22 Lacs
New Delhi, Gurugram, Delhi / NCR
Work from Office
Role :Senior Manager / AGM- Finance Exp: 10-15 Years Location: Gurugram Role Objective: Oversee and manage the Financial Planning, Project Funding-Finance within the framework of organizational fund requirements Job Role and Profile: 1. Financial planning, Working Capital Management, Project Funding, Investor Relations and fund Management. 2. Documentations of CMA Data for Project Loans, Financial Reporting and Risk Analysis. 3. Liaise with Banks and NBFCs for loan Sanctions and Manage periodic disbursements. 4. RERA Regulatory Compliances and Ensure compliance inline to Banking and RBI Regulations 5. Prepare MIS reports and maintain project cash-flows. 7. Handle necessary documentation and audits, ensuring timely financial servicing. 8. Strong understanding of financial documentation, loan processes, and compliance. 9. Preparation /Review of the financial statements of the company and its subsidiaries / group companies. 10. This includes but is not limited to : Treasury & Cash Management, Debt Facilities, Risk Management and Audits, Tax Compliance and Contract Management 11. Financial Strategy : including budgeting, forecasting, contributing to overall strategy and investment prioritization. 12. Risk Management: organizational risk framework (strategic and financial). 13. Coordination with Internal and Statutory Auditors, ensuring total compliances of Statutory and Regulatory compliances. 14. Investor Relation, Project Finance from Banking, NBFC and PE firms 15. Analyse financial data and trends to identify opportunities for cost savings and improved profitability. 16. Manage cash flow and ensure the timely pay 17. Supporting the HOD Finance & Accounts and Senior Management by acting as a Business Partner and taking various decisions by providing necessary analytics. 18. Monitor & Controlling day to day Financial Operations within the company. Qualifications: Bachelor's Degree in Finance or related field (CMA/ CA/ MBA -Finance will be preferred). Shall have 10-15 years of experience as a Finance Manager or similar role. Proven track record of success in Financial Management, Corporate Finance, Project / Term Loans, Budgeting, and reporting. Strong analytical and problem-solving skills. Experience in loan appraisals, financial analysis, and working with banks/NBFCs. Strong communication skills and proficiency in compliance management. Proficiency in financial accounting software Experience working in the design or construction industry (a plus).
Posted 1 month ago
8.0 - 10.0 years
22 - 37 Lacs
Mumbai
Work from Office
To perform designated responsibilities on a day-to-day basis as laid down in this document and supporting the manager in managing the team and routine operations besides assisting in other initiatives. ABOUT PUMA ENERGY: Puma Energy is a global integrated midstream and downstream oil company active in close to 40 countries. Formed in 1997 in Central America, Puma Energy has since expanded its activities worldwide, achieving rapid growth, diversification and product line development. The company directly manages over 3,500 employees. Headquartered in Geneva, Switzerland, it has regional hubs in Johannesburg (South Africa), Panama, Brisbane (Australia), Tallinn (Estonia) and has a Global Delivery Centre in Mumbai (India). KEY RESPONSIBILITIES: Reviewing local/regional cash flow forecasts. Cash liquidity report (Reviewing cash balance per account, entity, country, region, ) Reviewing cash flow deviation reports to ensure no impact to group liquidity Reviewing cash flow on monthly basis with country Finance manager and understand business dynamics collaborating with the Puma and banking partners for region & ensuring operational queries are resolved Developing liquidity strategies, overseeing liquidity and debt management for downstream entities Actively Managing debt facilities, including syndicated loans and other financing instruments, to ensure cost-effective funding arrange for entities Participate in the facility renewal process, negotiating terms and conditions with banking partners along with Regional Treasury head. Review and approve interbank transfers and Intercompany payments for the group, ensuring compliance with financial controls Develop and enforce Treasury policies, procedures, and KPIs, ensuring adherence to compliance and operational controls Support Intercompany maintenance process (legacy from the past) and adequate execution of new loan agreements with Cosec Reviewing FX movements for the region and ensure all process are being followed Ensuring all FX balance sheet exposures are submitted by the team for regional consolidation Ensuring all FX trades are being captured in system Support Group Treasury on various initiatives & analysis Supporting & providing all required confirmation to accounting /audit team Supporting & providing all required confirmation to accounting /audit team Cash + Liquidity Preparation Manage liquidity Optimise Interest expense/earnings Manage all inter-company flows Manage bank fees Cash Forecasting Daily Balance update - including Kyriba update Highlight WC needs and propose solutions Adhoc Local Regulatory/ Liquidity updates Prepare & Lead in Weekly Treasury Reviews Assist in Kyriba implementation Assist in running an RFP & it’s implementation across the respective countries under purview. SKILLS & COMPETENCIES: Degree Educated or equivalent (CA or MBA) Corporate/Bank Treasury Experience Possess strong numerical and analytical skills Good verbal and written communication skills with the ability to articulate complex information Microsoft Office proficient Team/People management (should have managed at least a team of 3 to 4 members) Have an eye for detail Pro-active and possess a flair for process transformation Accounting, Supply, Commercial, Legal, Compliance & Tax Various Banks (External) -operational relationship management Affiliates, Supply, Finance, Operations, Compliance and Accounting Local & Regional Finance teams Group Treasury
Posted 1 month ago
6.0 - 8.0 years
8 - 10 Lacs
Gurugram
Work from Office
Finance SME - Accounts Receivable Client Finance - JLL Business Service (Gurugram) What this job involves: Responsible for cash applications and analysing amount received in bank statements. Prepare timely and accurate monthly financial statements for a 4 to 5 client portfolio by deadlines established within Client Accounting Services and by external client. Raise funding to client and ensure all required supporting documentation attached Ensure invoices/credit notes are raised in accordance with client PO Follow up unallocated cash payments with clients / chase for remittances Perform AR Write Offs and Maintenance Prepare any relevant reports: AR ageing, invoice volumes, etc as requested by client teams Performing quality checks to ensure all the amounts are correctly applied against each client account. Query handling working on all queries received and keeping a close tab on any pending queries that could be resolved and following up on the rest. Research and analyse duplicate and erroneous payments. Support financial reporting and reconciliation process. Calculate and post aging provision to the GL and prepare provision report Support financial reporting and reconciliation process. Keeping all the process-related documents intact on a real-time basis Sounds like you To apply, you need to have: Employee Specifications Strong Finance background, Commerce graduate or post-graduate is preferred. Minimum 6-8 years of experience in Order to Cash, specifically Cash Application role is preferable. Strong analytical skills with an attention to detail logical thinking and carry a positive attitude to develop solutions quickly Impactful communication (written and verbal) to interact with clients and strong interpersonal skills Demonstrated consistency in values, principles and work ethics Working knowledge of MS office (MS word, excel, PowerPoint, outlook) required Performance Objectives Works within established procedures with a minimum degree of supervision Identifies the problem and all relevant issues in straightforward situations, assesses each using standard procedures, and makes sound decisions Motivated, positive, and flexible in approach to work Proactive in identifying issues and potential solutions Self supporting; diligent Ability to work methodically and efficiently Process-driven approach to work Ability to deliver to tight deadlines Ability to learn quickly, and desire to develop Customer Service: Commitment to solve requests and problems Excellent interpersonal, presentation and communication skills Intermediate / Advanced PC skills, proficient in Office tools, such as Microsoft Outlook Word & Excel Familiarity with JDE E1 financial is advantageous
Posted 1 month ago
0.0 - 7.0 years
6 - 60 Lacs
Hyderabad
Work from Office
Seeking a strategic partner to invest and actively guide our company’s growth. Must bring industry experience, network, and passion to support expansion, strategy, and key business decisions as we scale together.
Posted 1 month ago
11.0 - 16.0 years
5 - 9 Lacs
Vadodara
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Baroda. The ideal candidate will have 11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of debt products, structures, equities, MFs, fund-based real estate products, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored financial solutions.
Posted 1 month ago
2.0 - 7.0 years
9 - 13 Lacs
Chennai
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team in Chennai. The ideal candidate will have 2 to 7 years of experience driving sales and ensuring business targets are achieved, with a strong background in builder funding up to 15 Cr. Roles and Responsibility Develop and execute territory-specific sourcing strategies to drive business growth. Build and maintain a builder database and DSA network to expand business opportunities. Regularly review deal pipeline and conversion ratios to ensure optimal performance. Act as the escalation point for key accounts and issues, providing timely resolutions. Liaise with product, credit, and legal teams to structure viable proposals. Conduct regular training for DSAs to enhance their skills and knowledge. Job Graduate (Diploma/Degree in Civil/Architecture). Minimum 2 years of experience in team handling, channel development, and builder relationship management. In-depth knowledge of builder funding and LAP products is required. Strong leadership and analytical decision-making abilities are essential. Experience in team handling, channel development, and builder relationship management is necessary. Ability to work in a fast-paced environment and meet deadlines.
Posted 1 month ago
6.0 - 11.0 years
6 - 10 Lacs
Bengaluru
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 6-11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of debt products, structures, equities, MFs, fund-based real estate products, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored financial solutions.
Posted 1 month ago
2.0 - 7.0 years
10 - 15 Lacs
Bengaluru
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 2 to 7 years of experience driving sales and ensuring business targets are achieved. Roles and Responsibility Develop and execute territory-specific sourcing strategies to achieve business objectives. Build and maintain a builder database and DSA network to expand business opportunities. Drive business growth through direct builder engagement and DSA channels. Regularly review deal pipeline and conversion ratios to optimize results. Act as the escalation point for key accounts and issues, providing timely resolutions. Liaise with product, credit, and legal teams to structure viable proposals and conduct regular training for DSAs. Job Graduate degree in Civil or Architecture with a strong academic record. Proven experience in team handling, channel development, and builder relationship management. In-depth knowledge of builder funding and LAP products, including financing options and requirements. Strong leadership and analytical decision-making abilities, with the capacity to work under pressure. Excellent communication and interpersonal skills, enabling effective collaboration with cross-functional teams. Ability to work in a fast-paced environment, focusing on achieving business targets and deadlines.
Posted 1 month ago
2.0 - 7.0 years
12 - 17 Lacs
Mumbai
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team in Jaipur. The ideal candidate will have 2-7 years of experience driving sales and achieving business targets, with a strong background in builder funding and relationship management. Roles and Responsibility Develop and execute territory-specific sourcing strategies to achieve business objectives. Build and maintain a strong network of builders and DSAs to drive sales growth. Focus on builder funding up to 15 Cr, leveraging both direct builder engagement and DSA channels. Regularly review deal pipeline and conversion ratios to optimize sales performance. Act as the escalation point for key accounts and issues, ensuring timely resolution. Collaborate with product, credit, and legal teams to structure viable proposals and conduct regular training for DSAs. Job Graduate degree in Civil or Architecture, with a diploma or degree in a relevant field. Proven experience in team handling, channel development, and builder relationship management. In-depth knowledge of builder funding and LAP products, along with strong leadership and analytical decision-making abilities. Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams. Strong understanding of financial services and banking industry trends and practices. Ability to work in a fast-paced environment and consistently meet sales targets.
Posted 1 month ago
2.0 - 7.0 years
11 - 16 Lacs
Mumbai
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team in Pune. The ideal candidate will have 2 to 7 years of experience driving sales and ensuring business targets are achieved. Roles and Responsibility Develop and execute territory-specific sourcing strategies to achieve business objectives. Build and maintain a builder database and DSA network to expand business opportunities. Drive business growth through direct builder engagement and DSA channels. Regularly review deal pipeline and conversion ratios to optimize sales performance. Act as the escalation point for key accounts and issues, providing timely resolutions. Liaise with product, credit, and legal teams to structure viable proposals and conduct regular training for DSAs. Job Graduate (Diploma/Degree in Civil/Architecture). Minimum 2 years of experience in team handling, channel development, and builder relationship management. In-depth knowledge of builder funding and LAP products, along with strong leadership and analytical decision-making abilities. Experience in team handling, channel development, and builder relationship management. Strong understanding of the housing market and ability to develop effective sourcing strategies. Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
Posted 1 month ago
7.0 - 12.0 years
14 - 19 Lacs
Mumbai
Work from Office
We are looking for a skilled professional with 7 to 12 years of experience to join our team as a Product Manager in Supply Chain and Trade Finance, based in Mumbai-Lower Parel. The ideal candidate will have a strong background in corporate lending and supply chain finance. Roles and Responsibility Drive Sugam loans to cater to the funding needs of Tier 2 segment - Sub Dealers / Retailers / Buyers. Establish business processes, including digital journeys, to enhance efficiency and effectiveness. Manage and drive the Sugam Team to deliver book, NTB, and yield targets. Monitor portfolio health and manage delinquencies to minimize risk. Strategize for the product, outlining goals and objectives. Conduct proactive assessments of potential risks, challenges, and opportunities. Job Minimum 7 years of experience in corporate lending and SCF Business. Strong understanding of business operations and industry networking. Ability to synergize and work effectively in a collaborative framework (CFT). MBA/Post Graduate/CA degree from a reputable institution. Experience in financial analysis to model products'' costs and potential margins. Strong analytical and problem-solving skills with attention to detail.
Posted 1 month ago
2.0 - 7.0 years
8 - 12 Lacs
Hyderabad
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 2-7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects within the SME sector through direct sourcing and open market channels. Acquire SME customers and manage their proposals, guiding them up to the disbursement stage. Meet existing SME clients to identify business opportunities and drive revenue. Provide SMEs with working capital facilities such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc., based on their specific needs. Manage and nurture customer relationships, addressing service and sales queries to engage and retain SME clients. Cross-sell retail banking products to SME customers to maximize revenue and meet sales targets. Assess the credit risk associated with SME clients and their proposed financing structures, collaborating with credit and risk teams for sound credit decisions. Conduct in-depth financial analysis of SME clients to evaluate their creditworthiness and funding requirements, preparing and presenting comprehensive credit proposals. Structure credit facilities for SMEs aligned with their business needs and risk profiles, optimizing credit solutions offered to SME clients. Ensure compliance with all relevant regulatory requirements and internal policies, staying updated on changes in regulations affecting SME banking. Job Minimum 2 years of experience in sales, preferably in the banking or financial services industry. Post Graduate/Graduate degree in any discipline. Strong knowledge of financial analysis, credit structuring, and relationship management. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills.
Posted 1 month ago
2.0 - 7.0 years
7 - 11 Lacs
Bareilly
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Bareilly. The ideal candidate will have 2-7 years of experience in sales, preferably in the automotive industry. Roles and Responsibility Originate new business prospects within the SME sector through direct sourcing and open market channels. Acquire SME customers and manage their proposals, guiding them up to the disbursement stage. Meet existing SME clients to identify business opportunities and drive revenue. Provide SMEs with working capital facilities such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc., based on their specific needs. Manage and nurture customer relationships, addressing service and sales queries to engage and retain SME clients. Cross-sell retail banking products to SME customers to maximize revenue and meet sales targets. Assess the credit risk associated with SME clients and their proposed financing structures, collaborating with credit and risk teams for sound credit decisions. Conduct in-depth financial analysis of SME clients to evaluate their creditworthiness and funding requirements, preparing and presenting comprehensive credit proposals. Structure credit facilities for SMEs aligned with their business needs and risk profiles, optimizing credit solutions offered to SME clients. Ensure compliance with all relevant regulatory requirements and internal policies, staying updated on changes in regulations affecting SME banking. Job Minimum 2 years of experience in sales, preferably in the automotive industry. Post Graduate or Graduate degree in any discipline. Strong knowledge of sales principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience in relationship management and customer acquisition. Familiarity with financial analysis and credit risk assessment. Knowledge of compliance and regulatory requirements. Additional Info The selected candidate will be required to work in a dynamic and growing organization, focusing on delivering exceptional results and building strong relationships with clients.
Posted 1 month ago
2.0 - 7.0 years
4 - 8 Lacs
Kolkata
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2-7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects within the SME sector through direct sourcing and open market channels. Acquire and manage SME customers, guiding them up to the disbursement stage. Meet existing SME clients to identify business opportunities and drive revenue growth. Provide working capital facilities tailored to SMEs'' needs, such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc. Manage and nurture customer relationships, addressing service and sales queries to engage and retain SME clients. Cross-sell retail banking products to maximize revenue and meet sales targets. Assess credit risk associated with SME clients and their proposed financing structures, collaborating with credit and risk teams for sound credit decisions. Conduct in-depth financial analysis of SME clients to evaluate their creditworthiness and funding requirements, preparing and presenting comprehensive credit proposals. Structure credit facilities for SMEs aligned with their business needs and risk profiles, optimizing credit solutions offered to SME clients. Ensure compliance with all relevant regulatory requirements and internal policies, staying updated on changes in regulations affecting SME banking. Job Minimum 2 years of experience in sales, preferably in banking or financial services. Post Graduate/Graduate degree in any discipline. Strong skills in relationship management, customer acquisition, and cross-selling. Ability to conduct financial analysis and assess credit risk. Excellent communication and interpersonal skills. Experience in managing and nurturing customer relationships. Familiarity with credit structuring and regulatory requirements. TitleRelationship Manager-CV-Sales-Kolkata - Avani Signature - JM*, ref=6588136.
Posted 1 month ago
2.0 - 7.0 years
10 - 14 Lacs
Mumbai
Work from Office
We are looking for a highly motivated and experienced Relationship Manager to join our team at TATA CAPITAL LIMITED, based in Delhi. The ideal candidate will have 2 to 7 years of experience driving sales and ensuring business targets are achieved. Roles and Responsibility Develop and execute territory-specific sourcing strategies to drive business growth. Build and maintain a builder database and DSA network to expand business opportunities. Regularly review deal pipeline and conversion ratios to optimize results. Act as the escalation point for key accounts and issues, providing timely resolutions. Liaise with product, credit, and legal teams to structure viable proposals. Conduct regular training for DSAs to enhance their skills and knowledge. Job Graduate (Diploma/Degree in Civil/Architecture). Strong leadership and analytical decision-making abilities. In-depth knowledge of builder funding and LAP products. Team handling, channel development, and builder relationship management skills. Ability to work in a fast-paced environment and meet deadlines. Excellent communication and interpersonal skills.
Posted 1 month ago
6.0 - 11.0 years
5 - 8 Lacs
Mumbai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 6-11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of debt products, structures, equities, MFs, fund-based real estate products, and other investment products. Excellent communication and interpersonal skills. Ability to work with HNI clients and provide tailored financial solutions. Strong analytical and problem-solving skills.
Posted 1 month ago
2.0 - 7.0 years
7 - 11 Lacs
Varanasi
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team in Varanasi. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the commercial vehicle sector. Roles and Responsibility Originate new business prospects within the SME sector through direct sourcing and open market channels. Acquire SME customers and manage their proposals, guiding them up to the disbursement stage. Meet existing SME clients to identify business opportunities and drive revenue. Provide SMEs with working capital facilities such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc., based on their specific needs. Manage and nurture customer relationships, addressing service and sales queries to engage and retain SME clients. Cross-sell retail banking products to SME customers to maximize revenue and meet sales targets. Assess the credit risk associated with SME clients and their proposed financing structures, collaborating with credit and risk teams for sound credit decisions. Conduct in-depth financial analysis of SME clients to evaluate their creditworthiness and funding requirements, preparing and presenting comprehensive credit proposals. Structure credit facilities for SMEs aligned with their business needs and risk profiles, optimizing credit solutions offered to SME clients. Ensure compliance with all relevant regulatory requirements and internal policies, staying updated on changes in regulations affecting SME banking. Job Minimum 2 years of experience in sales, preferably in the commercial vehicle sector. Post Graduate or Graduate degree in any discipline. Strong knowledge of sales principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills.
Posted 1 month ago
3.0 - 8.0 years
4 - 6 Lacs
Pune
Work from Office
We are seeking a dynamic and results-driven Corporate Outreach & Fundraising Professional to lead our corporate fundraising initiatives.
Posted 1 month ago
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