116 Funding Jobs - Page 5

MBA (Finance) or Chartered Accountant (CA) is mandatory 45 years of relevant experience in construction/project finance, preferably in an NBFC or financial institution Strong experience in client acquisition, deal origination, and relationship management with real estate developers Proficient in financial modeling, credit appraisal, and investment note preparation Exposure to due diligence (technical, financial, legal, regulatory) for real estate projects Experience in drafting and closing financing/legal documents (term sheets, sanction letters, loan agreements) Strong knowledge of real estate sector dynamics, especially affordable housing and regulatory environment (e.g., RERA) Hands-on experience in post-disbursement monitoring and portfolio management Excellent communication, negotiation, and stakeholder management skills Proficiency in MS Excel and PowerPoint To enable real estate developers and buildersparticularly in the affordable housing segmentto raise construction/project finance through structured financial solutions. The role involves deal origination, credit appraisal, transaction execution, and post-disbursement monitoring. Role & responsibilities Client Acquisition : Actively sources new relationships with real estate developers and builders. Lead Generation : Identifies and engages prospects through market intelligence, intermediaries, and sector tracking. Solution Selling : Customizes financial offerings (construction/project finance) based on the clients needs. Relationship Management : Maintains and grows long-term client relationships to generate repeat business. Revenue Target Ownership : Typically includes sales targets related to loan book growth, disbursals, or client onboarding. Major Deliverables Source new business opportunities from real estate developers and builders. Originate and evaluate loan proposals for construction and project finance. Conduct comprehensive due diligence and prepare appraisal notes. Manage end-to-end credit, legal, and technical evaluation of projects. Build and maintain relationships with key stakeholders including developers, intermediaries, brokers, funds, and industry experts. Maintain a dynamic database of industry contacts and market intelligence. Principal Accountabilities A. Business Development & Deal Origination Proactively identify and engage potential clients through market research, networking, and industry tracking. Support structuring of tailored financial solutions based on client requirements. Liaise with intermediaries and ecosystem players to generate leads. B. Credit Appraisal & Due Diligence Conduct detailed appraisal and risk assessment of real estate projects. Perform promoter background checks, market analysis, regulatory review, and financial modeling. Prepare investment memorandums/appraisal notes and present them to the Investment/Credit Committee. Develop risk mitigation frameworks including SWOT analysis and regulatory risk matrices. C. Legal & Documentation Closure Assist in drafting term sheets and legal/contractual documents. Coordinate with internal and external legal teams, clients, and consultants for successful execution of transaction documents. Ensure compliance with all pre-commitment and pre-disbursement conditions. Facilitate the creation and perfection of security for disbursements. D. Portfolio Monitoring & Management Continuously monitor project progress post-disbursement. Maintain active communication with clients, lenders engineers, consultants, and internal teams (Risk, Compliance, Accounts). Identify early warning signals and recommend corrective actions as needed. Qualifications & Experience Any Graduate or MBA (Finance) or Chartered Accountant (CA). 1-6 years of relevant experience, preferably in NBFCs or financial institutions handling real estate/construction finance. Strong financial modeling skills. Working knowledge of legal documentation and banking regulations. Key Skills & Competencies Communication: Excellent verbal and written skills; ability to present complex proposals persuasively to senior management and investment committees. Client Management: Ability to build rapport across multiple client functions (finance, technical, legal, operations). Cross-functional Coordination: Skilled in coordinating with internal teams (Risk, Legal, Accounts) and external stakeholders (consultants, counsels). Analytical Skills: Strong financial acumen with attention to detail and a structured approach to due diligence. Negotiation: Capable of participating in legal/financial negotiations under supervision. Preferred candidate profile ANy Graduate -MBA (Finance) or Chartered Accountant (CA) 1- 6 years of relevant experience in construction/project finance, preferably in an NBFC or financial institution Strong experience in client acquisition, deal origination, and relationship management with real estate developers Proficient in financial modeling, credit appraisal, and investment note preparation Exposure to due diligence (technical, financial, legal, regulatory) for real estate projects Experience in drafting and closing financing/legal documents (term sheets, sanction letters, loan agreements) Strong knowledge of real estate sector dynamics, especially affordable housing and regulatory environment (e.g., RERA) Hands-on experience in post-disbursement monitoring and portfolio management Excellent communication, negotiation, and stakeholder management skills Proficiency in MS Excel and PowerPoint

locationsPune - West time typeFull time posted onPosted 5 Days Ago time left to applyEnd DateMay 30, 2025 (17 days left to apply) job requisition idJR-0007447 About The Role Key Responsibilities Fund Accounting: Monitoring of Fund daily prices within agreed SLAs and daily movement tolerances. Regularly review the external FAs price source agreement is within the firms risk appetite and covers all the funds investments. Compensatory pricing breaches Will include but not limited too, reviewing impact calculations, liaising with depositary for approval, liaising with the transfer agent and / or fund accountant as necessary for compensation corrections to be raised. Monitor units in issue and ensure they are accurate. Weekly monitoring of all FAs cash and stock breaks, including dividend receivables. Oversee the withholding tax reclaims filing in countries where double tax treaty agreements are in place. Ensure that our funds receive the most beneficial tax rate on dividend income. Review and arrange signing of various legal documentation related to withholding tax. Completion of consolidated annual and quarterly ONS returns for all Funds and file with the UKs Office for National Statistics. Financial Reporting : Review the Financial Statements prepared by the Fund Accountants, ensuring compliance with appropriate accounting standards, relevant IA SORP and other regulations (COLL, FUND). Ensure the key deliverables are checked for regulatory compliance, completeness and accuracy including Distributions rate, ongoing charges (OCF), Financial Statements Fund prices and performance fees. Review expenses to ensure that they do not exceed allocated budget and instruct any required adjustments. Monitor deliverables compared to agreed reporting timetable / work planners and being active to achieve those deadlines and within regulatory timescales; Monitor key performance indicator data. Taking appropriate action to remediate where service levels are not at the expected level. Awareness of industry and regulatory initiatives or developments and impact on Department and Funds. For both: Actively monitor the services received and attend monthly meetings for the fund accountants, auditors, and other third parties to ensure these are in line with SLAs and KPIs. Maintain regular liaison with the investment managers, Fund Accountants, Transfer Agencies, Auditors and Client Relationship Mangers on a daily basis. Attend Client & FA meetings as well as oversee FA and conduct annual due diligence. Review and report on FAs SOC1 reports reviewing exceptions and risks raised for potential impact to the FP funds. Ensure any breaches are logged with the depositary and recorded into internal breach system including root cause trending analysis. Ensure supporting procedures are accurate and kept up to date. Participate in the Audits of our products, respond audit queries on behalf of the clients, address any issues or recommendations raised by external auditors and ensure they are all closed out in a timely manner. Ensure the Audit Feedback findings are tracked and acted upon to ensure any risk areas are mitigated. Assist in developing measures to restructure and align management company services to meet future client, regulatory and business needs. Develop, adapt and improve appropriate risk-based control regime for each assigned service provider by analysing internal and external data i.e. control and auditing reports. Keep up to date with new regulations. Support in interpretation of new regulations and how they will impact the fund and its investors. Act as a subject matter expert towards any relevant projects. Ongoing review and enhancement of the Fund Accounting Oversight framework to ensure the adherence of FundRocks and its delegates to the laws, rules and regulations governing marketing and distribution activities. Work in collaboration with other internal teams. Compile management information as required for internal committee and board reporting. Complete other ad-hoc tasks as directed. Competencies Attention to detail and accuracy for review of reporting. Managing the resolution of regulatory and audit issues. Directing and controlling third party service providers to achieve compliance with the regulatory requirements and mitigate client regulatory risk. Interpreting and communicating regulatory requirements within a business. Working with compliance to address regulatory and counterparty risk. Taking ownership of and resolving audit and regulatory issues and actions. Continuously build on existing processes to improve quality and efficiency. Demonstrate good communication skills, both written and oral and be able to converse with personnel at all levels. Meticulous attention to detail. Experience CA or CMA qualified Freshers with good understanding on Accounting and Financial Management. Previous experience working within the UK facing Financial Services industry within an operational finance team or service provider for at least 2 years. Financial reporting experience or accounting qualification for UK regulations including UK GAAP and SORP, FUND. Understanding all types of derivatives and accounting treatments. Understanding of asset types the fund may hold such as REITS, Bonds, Private Equity investments and their accounting treatments. Reviewing and overseeing firms operational process, systems and controls. Responsibility for resolving regulatory and audit issues DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Business Practice Overview RSM's Fund Services+ within our Financial Consulting practice is a dedicated team of experienced professionals who specialize in providing managed services to Private Equity and Real Estate Groups for fund administration, helping to navigate technical accounting challenges, assisting with financial reporting requirements, fund performance measurements and supporting Management to improve the effectiveness and efficiency of their accounting and finance functions through an integrated, streamlined technology platform. With our blend of deep technical knowledge, private equity & real estate industry experience, and fund accounting know-how, we can provide an integrated team of fund administrators, valuation and tax specialists, and other subject matter experts who can help manage the day-to-day back-office functions for Private Equity and Real Estate funds. It's a global integrated team with transactional to strategic capabilities and comprehensive areas of specialization drawing on our entire RSM market leading organization. About this role RSM is actively seeking talented Fund\Property accounting professionals who are characterized by high motivation, self-direction, strong analytical skills, and a track record of excellence in their previous roles. Are you an experienced fund\property accounting professional on the hunt for an exciting career opportunity with a leading fund service provider that boasts a best-in-class technology platform and an end-to-end fund service model tailored for the private markets? Do you aspire to deepen your technical expertise in intricate fund terminologies, address complex accounting challenges, and navigate the intricacies of fund structures within the private markets? Are you enthusiastic about engaging with and collaborating alongside a diverse range of clients? Are you in pursuit of a career that promises stimulating and diverse avenues for professional growth? "‹ If so, RSMs Fund Services + is the right fit for you! Specific Responsibilities: Assume ownership of the fund complex, encompassing complete end-to-end responsibilities for property/investment accounting and reporting. Prepare/review monthly/quarterly and annual financial statements with footnotes including management reporting packages. Ensure that proper accounting policies, procedures, and internal controls are maintained and that all financial transactions are recorded in accordance with GAAP requirements. Handle bookkeeping for entity's operations which includes cash booking, expense accruals, assets and depreciation accounting, management fees, credit facility maintenance, deal funding, etc. Support with queries from client, fund accounting team, regulatory authorities and external auditors. Assist with onboarding new clients, setting up the entities, assets and build customized reports in line with client's reporting requirements. Create\Review SOPs and checklists for various processes to ensure completeness, accuracy and timeliness. Review capital calls and distribution calculations and schedules through technology platform. Work collaboratively with global team members to manage day-to-day operations and provide client servicing. Offer mentorship and guidance to new or junior team members. Development of staff along with retention and help the team members navigate their career at the firm Qualifications: RSM seeks to hire individuals who are highly motivated, self-driven, analytical and have demonstrated excellence in prior endeavors. 1-2 years of experience in property/investment services domain with fund managers or fund administrators or public accounting firms 3+ Years of experience in leading, coaching, and mentoring teams Ability to interpret/applying the financial and operational terms of Investment Agreements and Structures for PE/RE entities. Undergraduate degree in accounting CPA and/or CA preferred Proficient knowledge of Investment accounting platforms (Yardi knowledge a large PLUS!) Strong analytical skills, detail oriented and highly organized Demonstrates a strong work ethic, team player, upholds personal and professional integrity, and maintains a positive attitude Possesses effective oral and written communication skills, as well as influencing skills and leadership capabilities. Adapts well to dynamic, fast-paced environments and excels at managing multiple projects simultaneously. At RSM, we offer a competitive benefits and compensation package for all our people."We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients."Learn more about our total rewards at https://rsmus.com/careers/india.html . RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status ; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at careers@rsmus.com.

Skill required: Retirement Solutions - Retirement Planning Services Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Flawless configuration of plan setup, Payroll file review and plan maintenance Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans. Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. Coaching and mentoring others to draw out their skills and expertiseRetirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCovers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing & reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds. What are we looking for? 3+ years of experience in US Retirement Services domain – managing services for Defined Contribution plans Minimum 3+ years of experience in managing all aspects of the Payroll Maintenance deliverables and the new business/conversion process with Internal new business/Conversion teams, Sales and Administrators to ensure a successful conversion for Defined Contribution plans (Preferably 403(b)). Strong project management skills. Strong knowledge of Defined Contribution plans – 401(k), 403(b), 457, etc. Well versed with retirement plan funding platforms and ERISA fundamentals and concepts (eligibility, vesting, Enrollment) Working knowledge of Microsoft Access, SQL and other ETL tools is required. Ability to manage large data sets (census files, financial/payroll files) for Defined Contribution plans – 401(k), 403(b), 457 Proficient in MS Office applications – Word, Excel & PowerPoint Excellent written, verbal and presentation skills (internal and external presentations) ASPPA certified oRetirement Plan Fundamentals - RPFoQualified 401(k) Administrator - QKAoQualified 401(k) Consultant- QKC Project Management CertificationoPMP Roles and Responsibilities: Flawless configuration of plan setup, Payroll file review and plan maintenance Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans. Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. Coaching and mentoring others to draw out their skills and expertise Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities Work closely with the assigned Relationship Manager, ongoing Account Manager and various internal business partners to ensure a smooth transition at the end of the project. Monitoring and reporting on project status. Also, identify and lead quality improvement initiatives and other special projects for the team Maintaining knowledge of ERISA, IRS and DOL regulations and understanding the impact of pending legislation. Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted Provide consultative solutions for Client's Retirement Services best practices and ensure details are understood so that our administrative processes and system(s) are established correctly to include but not limited to plan design details that affect pricing, eligibility, data exchanges, contracts, and transactional processing. Support RFP process for new business to identify potential solutions based on Implementations Service model and scope. Perform root cause analysis and resolution to complex problems. Conduct lessons learned at the end of each implementation phase for continuous improvement purposes. Research, analyze and recommend Payroll data conversion strategies for complex retirement plans, analyze client data in the format it is received, identify data deficiencies, define remediation of deficiencies, and construct a statement of work that properly outlines the payroll process to reformat into data requirements. Qualification Any Graduation

Skill required: Retirement Solutions - Retirement Planning Services Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Flawless configuration of plan setup and plan maintenance Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans. Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. Coaching and mentoring others to draw out their skills and expertise Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and prioritiesRetirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCovers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing & reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds. What are we looking for? 3+ years of experience in US Retirement Services domain – managing services for Defined Contribution plans 3+ years of experience in managing all aspects of the implementations project life cycle deliverables and the new business/conversion process with Internal new business/Conversion teams, Sales and Administrators to ensure a successful conversion for Defined Contribution plans (Preferably 403(b)). Strong project management skills. Strong knowledge of Defined Contribution plans – 401(k), 403(b), 457, etc. Well versed with retirement plan funding platforms and ERISA fundamentals and concepts (eligibility, vesting) Proficient in MS Office applications – Word, Excel & PowerPoint Excellent written, verbal and presentation skills (internal and external presentations) ASPPA certified oRetirement Plan Fundamentals - RPFoQualified 401(k) Administrator - QKAoQualified 401(k) Consultant- QKC Project Management CertificationoPMP Roles and Responsibilities: Flawless configuration of plan setup and plan maintenance Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans. Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. Coaching and mentoring others to draw out their skills and expertise Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities Work closely with the assigned Relationship Manager, ongoing Account Manager and various internal business partners to ensure a smooth transition at the end of the project. Monitoring and reporting on project status. Also, identify and lead quality improvement initiatives and other special projects for the team Maintaining knowledge of ERISA, IRS and DOL regulations and understanding the impact of pending legislation. Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted Stays current on ERISA-based knowledge, plan design activity, bundled plan administration and employs optimal practices when driving the new business/conversion project management protocols. Provide consultative solutions for Client's Retirement Services best practices and ensure details are understood so that our administrative processes and system(s) are established correctly to include but not limited to plan design details that affect pricing, eligibility, data exchanges, contracts, and transactional processing. Support RFP process for new business to identify potential solutions based on Implementations Service model and scope. Perform root cause analysis and resolution to complex problems. Conduct lessons learned at the end of each implementation phase for continuous improvement purposes. Manage simple to complex fund changes/fund exchange Qualification Any Graduation

About NH: Narayana Health, one of India's largest and World's most economical healthcare service providers is set to emerge as a global industry model for its ability to reconcile quality, affordability, scale, transparency, credibility and sustainable profitability. From 300 beds hospital in 2001, Narayana Health has grown to a 6900 beds healthcare conglomerate in 2014 with 26 hospitals present in 16 Cities within the country and also has International Presence in Cayman. NH has been known for its cost- cutting approach and ranked 36th among World's 50 Most Innovative Companies by Fast Companies in 2012. NH has also been a proud recipient of Frost & Sullivan India Healthcare Excellence Awards 2012 in the category Healthcare Service Provider Company of the Year and FICCI Health Care Excellence Award 2012 for Addressing Industry Issues. Job Purpose: Organize and Co-ordinate daily routine function of the department. Job Responsibilities: Collect the complaints from the inpatient Explaining the rights and responsibilities. Issuing and collecting the feedback forms to the discharge patients in the wards Departmental stock maintenance Maintain the death register Candidate Requirements: Able to work accurately and with minimal supervision. Ability to comprehend written instructions given by the related departmental personnel. Ability to plan & organize ones work schedule effectively. Team Player Candidates interested call email their resume on pradyumn.tiwari@narayanahealth.org or can WhatsApp their resume on +91 7080099958

The dual role of Project Manager & Incubation Associate involves a unique blend of program execution, startup ecosystem engagement, communications, and institutional development. You will manage visual content, communication strategies, startup onboarding, milestone tracking, and grant-related coordination supporting both internal operations and external outreach of the institute and its incubation center. Role & responsibilities A. Incubation Associate Startup & Program Management 1. Startup Engagement Scout startups aligned with DBDIC focus sectors. Manage F6S and Accubate portals for startup applications and evaluations. Drive regular engagement with incubated startups, tracking their progress and offering support. 2. Program Administration Monitor milestones for each incubated startup and ensure documentation of achievements. Coordinate fellowship disbursements, compiling reports, and supporting finance/legal processes. Draft and maintain MoUs and documentation for all incubated startups. B. Project Manager Communications & Institutional Support 1. Content & Design Create engaging written content for social media, institutional campaigns, and outreach. Design and edit graphics and videos for events, reels, and digital platforms. Manage website content updates for DBDIC and SRIFIR Gurugram. 2. Event Management Coordinate event photography and videography. Archive, edit, and publish post-event assets for internal and external communication. 3. Communication & Outreach Develop and refine PowerPoint presentations for external meetings, board reviews, and outreach. Draft and dispatch newsletters, announcement emails, and institutional updates. 4. Business & Grants Coordinate sales-related tasks, especially for equipment usage and service inquiries. Scout relevant grants for both DBDIC and the broader institute; assist in proposal documentation. Handle email marketing campaigns, including content creation, tool management, and performance review. Preferred candidate profile Bachelors or Master’s degree in Business, Marketing, Communications, or Science/Engineering. 2–7 years of relevant experience in incubation, startup ecosystems, or communication roles. Strong command over written English and professional presentation design. Proficiency in Canva, MS PowerPoint, Google Suite, and digital marketing tools. Ability to multitask and manage structured documentation and content creation processes.

Role: SAP Settlement Management Location: Mumbai, Bengaluru & Mumbai Type: Full Time Job Description: 5 years of experience in O2C experience in implementation / support / rollout / migration to s/4hana projects Exposure of project implementation methodologies & ITIL processes. Implement and Support the SAP solution Work on support engagement and resolve tickets, knowledge of SLAs / RCA. Should be an individual Contributor and team player Graduate or Post Graduation or Professional Certification Relevant SAP Certification - Good to have Relevant S/4HANA Certification - Good to have Domain experience/exposure Flexibile to work in different time zones. Required sub-modules in SAP S/4HANA SD. allrounder rather than specialist in one area. Nevertheless, we will need support in the areas of EDI Secondary Skills: e-invoicing order taking / processing pricing ASAP Methodology ITIL Methodolgy SD Organization Structure SD Master Data Sales Order Processing Deliver Processing Shipment Processing Invoice Processing User exits, VOFM Routines and Customer Exits S/4HANA SD Tables and Structures SAP Business Partner & Customer Vendor Integration Settlement Management (Condition Contract management) Output management with BRF+ FIori Apps knowledge Integration with MM, PP and FI modules

Experience: 1-3 years Location: Indiranagar, Bangalore Reports To: Strategic Partnership/ Funding Manager About the Role: We are seeking a motivated Business Development Associate to support key partnerships, funding opportunities, and business collaborations. This role is ideal for candidates looking to gain hands-on experience in finance and business development. Key Responsibilities: Partnership Development & Outreach Identify and research potential partners, including financial institutions and investors. Assist in preparing partnership proposals and pitch decks. Support outreach efforts by coordinating meetings and follow-ups. Maintain a database of key contacts and track engagement. Funding & Investment Support Assist in evaluating funding opportunities, including grants and Debt. Basic Knowledge of financial modeling and data analysis. Operations & Coordination Coordinate communication between internal teams and external stakeholders. Track and report key performance metrics for partnerships. Qualifications & Skills Required: Interest in finance, business development, and investment strategy. Strong communication and analytical skills. Proficiency in MS Office (Excel, PowerPoint, Word); CRM tools are a plus. Self-motivated and detail oriented. What Youll Gain: Hands-on experience in financial strategy and partnerships. Exposure to investment negotiations and structuring. Networking opportunities with industry professionals. Certificate of completion and career growth potential.

About The Role Wholesale Banking SME Area Business Manager (Acquisition) Grade M6 LocationMumbai, Pune, Delhi, Ahmedabad, Indore, Delhi, Chandigarh, Lucknow, Kolkata, Jaipur, Bangalore, Hyderabad, Chennai Reporting toRegional Business Manager (Acquisition) SME is a part of Wholesale Banking that manages lending business for Small & Medium enterprises with a turnover between 50 to 500 CR. The business is the fastest growing vertical within Wholesale Banking at Kotak and has been growing at a fast rate with a base of 3000 + customers. Job Role Manage team of Acquisition Relationship Manager and acquire New to Bank customer in SME segment offering banking solutions/products (Asset based( Fund/ non Fund), Transaction Banking, Trade Finance, Treasury - FX) To understand client business models, trade related activities, cash flows etc. and identify opportunities and anticipate possible problems. Build rapport with key decision makers (promoters, CFOs etc.) of prospect customers. Closely working with credit team / sanctioning authority for managing client expectation and effective risk management To be alert on competitive elements in the target segments Improve efficiency by monitoring & overseeing continuous improvement of processes Collaborate with captive channels like branch banking, wealth, privy etc. for lead origination. Build rapport with channels and ensure maximum lead origination Collaborate with trade finance ,CMS, operation, treasury, legal and branch banking team for seamless customer service Monitoring of timely closure of deferrals and ensuring smooth handover of cases to portfolio team within stipulated timeline. Job Requirements: Chartered accountant/MBA, Should have 7+ yrs. of relevant experience, Must have knowledge of various SME banking products along with Analytical and financial skills Ability to manage & build result oriented team Strong communication(Written and Oral), Eye For detail

About The Role Wholesale Banking SME Area Business Manager (Acquisition) Grade M6 LocationMumbai, Pune, Delhi, Ahmedabad, Indore, Delhi, Chandigarh, Lucknow, Kolkata, Jaipur, Bangalore, Hyderabad, Chennai Reporting toRegional Business Manager (Acquisition) SME is a part of Wholesale Banking that manages lending business for Small & Medium enterprises with a turnover between 50 to 500 CR. The business is the fastest growing vertical within Wholesale Banking at Kotak and has been growing at a fast rate with a base of 3000 + customers. Job Role Manage team of Acquisition Relationship Manager and acquire New to Bank customer in SME segment offering banking solutions/products (Asset based( Fund/ non Fund), Transaction Banking, Trade Finance, Treasury - FX) To understand client business models, trade related activities, cash flows etc. and identify opportunities and anticipate possible problems. Build rapport with key decision makers (promoters, CFOs etc.) of prospect customers. Closely working with credit team / sanctioning authority for managing client expectation and effective risk management To be alert on competitive elements in the target segments Improve efficiency by monitoring & overseeing continuous improvement of processes Collaborate with captive channels like branch banking, wealth, privy etc. for lead origination. Build rapport with channels and ensure maximum lead origination Collaborate with trade finance ,CMS, operation, treasury, legal and branch banking team for seamless customer service Monitoring of timely closure of deferrals and ensuring smooth handover of cases to portfolio team within stipulated timeline. Job Requirements: Chartered accountant/MBA, Should have 7+ yrs. of relevant experience, Must have knowledge of various SME banking products along with Analytical and financial skills Ability to manage & build result oriented team Strong communication(Written and Oral), Eye For detail

About The Role Wholesale Banking SME Acquisition Relationship Manager Grade Manager/Senior Manager/Chief Manager SME is a part of Wholesale Banking that manage businesses with a turnover between 50 to 500 CR. Job Role: To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based( Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX) Collaborate with banks"™ internal channels as well as open market sourcing for lead origination. To understand customer"™s business model, appraise financials to identify suitable opportunities. Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding. Ensure closure of deferrals & compliance to bank"™s audits and statutory requirements. To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team. Job Requirements: Chartered accountant/MBA, Should have 2-10 yrs. of relevant experience, Must have knowledge of various SME banking products along with Analytical and financial skills Ability to Influence/Relationship management Skills Strong communication(Written and Oral), Eye For detail

About The Role JOB DESCRIPTION Job Role :As part of Credit Team for Working Capital Finance "¢ Managing team of Credit Managers "¢ Underwriting & making proposals of Working Capital Finance ( Fund & Non Fund based ) "¢ Under writing cases with desired level of quality and enabling achievement of branch business target by proper training. "¢ Visiting customers for personal discussions and deal structuring "¢ Studying monitoring reports & keeping track of portfolio quality. Taking necessary steps to ensure that the required quality levels are maintained "¢ To evaluate proposals of customers for Home Loans, Loan against Property "¢ Decision making within defined TAT "¢ Understanding of property related aspects (like legal title and market value of the property) is an added advantage "¢ Coordinating with sales, operations, legal, technical and customer service Job Requirements: "¢ Qualification- CA with relevant underwriting experience "¢ Job Knowledge o Technical underwriting experience o Analytical skills "¢ Skills & Experience o Experience of 2-4 years in relevant working capital products is desired, o Should be able to handle time bound activities effectively o Should be an effective team player. o Should have a sense of urgency & keenness to learn.

Role: Startup Portfolio Sourcing & Management (Venture Sourcing Management - Statup) Location: Ahmedabad, Pune, Chennai (One in Each Hub) Reports To: Hub Lead Ecosystem Development Job type: Full time Field job (5 days a week) Role Overview: The Startup Portfolio Manager will be responsible for sourcing, selecting, and supporting high-potential startups in their hub. They will engage with incubators, accelerators, and investment networks to identify startups that require support in market readiness and access, funding readiness and access, mentorship, and ecosystem connections. Key Responsibilities: Startup Sourcing & Engagement Work with incubators, accelerators, angel networks, and Micro-VCs to identify high-potential startups . Facilitate startup selection and onboarding into ecosystem programs. Organize startup meetups, pitch events, and investor demo days . Program Implementation & Support Guide startups through tailored growth journeys , ensuring they receive relevant mentorship, funding access, and capacity-building support. Conduct gap analysis and investor readiness assessments for startups. Coordinate with mentors, experts, and corporate partners to address startup challenges. Investor & Market Access Readiness Support startups in preparing pitch decks, business models, and financial projections . Organize mock pitch sessions and connect startups with the right investors. Facilitate corporate partnerships , helping startups land pilots and first customers. Metrics & Reporting Maintain an active pipeline of startups , tracking their growth and funding milestones. Provide data-driven insights on startup ecosystem trends within the hub. Support the Hub Lead in preparing impact reports and success stories . Qualifications & Experience: 4–7 years experience in startup engagement, investment networks, or accelerator/incubator programs. Strong understanding of funding cycles, startup challenges, and investor expectations . Ability to curate startup cohorts, match founders with mentors, and track progress . Excellent networking, stakeholder management, and analytical skills .

Spearheaded the fund-raising efforts, good relationship with global/domestic/Banks, FIIs & Investors. Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth & Cash Flows. Required Candidate profile Hands on experience in raising debt from banks/FII/FI, through Private Placement & Public Issue of NCDs. Managerial & Leadership skills, networking & negotiation skills

Role Responsibilities Fund Raising • Spearheaded the fund-raising efforts, good relationship with global/domestic /Banks, FIIs. • Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth and Cash Flows. • Representing company to Institutional Investors, PE firms, Mutual Funds, Banks, FI, FIIs, Rating Agencies, Debenture Trustees, Registrars, Brokers/intermediaries to ensure that the adequate credit limits are available which has in turn led to development of extensive relationships. • Nurtured and developed extensive relationship with Senior Bank Officials, Mutual Funds Managers / CIOs, FI, FIIs and major local and international Investment Banks. Experience • 9 -14 years of experience in Fund Raising, NBFC candidate will be preferred. Qualification • CA (Preferred) / MBA Key Skills • Strategic - Hands on experience in raising debt from banks/FII/FI and also through Private Placement and Public Issue of NCDs. • Strong relations with Banks and other FIs • A person of proven professional competency and managerial ability at the corporate level • Strong Leadership skills, networking & negotiation skills