Jobs
Interviews

IBS Intelligence

8 Job openings at IBS Intelligence
Accounts Executive Mumbai 2 - 4 years INR 2.0 - 5.0 Lacs P.A. Work from Office Full Time

Role/Designation: Accounts Executive Location: Mumbai (Lower Parel) Reporting: Finance Controller About Cedar: Cedar Management Consulting ( www.cedar-consulting.com ) is a Forbes-ranked, global management and technology consulting firm with offices globally. Since 1985, Cedar teams have been assisting clients in areas of strategy and business transformation. Cedars other group units include IBS Intelligence ( www.ibsintelligence.com ), a fintech analyst, research, and advisory firm; Cedar-IBSi Fintech Lab , ce ( www.cedaribsifintechlab.com ), home to global technology companies since 2018, and Cedar Capital ( www.cedarcapital.vc ), a Bank Tech/B2B Fintech-focused Venture Capital brainchild of Cedar and IBS Intelligence that will back founders and FinTech s fuelling disruptions in coming decades. Role Overview: Cedar is seeking an Accounts Executive professional with 2-4 years of experience managing day-to-day accounting/GL, MIS and reconciling accounts. Preferred prior working experience in recognized management consulting, accounting or service industries with good communication and interpersonal skills. Proficiency in MS Dynamics is good to have Roles Responsibilities: The incumbent will be responsible for day-to-day accounting, MIS, Bank Reconciliation, and Debtors/ Creditors Ledgers. Will be responsible for managing all accounting operations daily including book-keeping, preparing, and filing ITR, TDS, and GST returns, reconciliation of bank accounts, coordination, completion of annual audits, and preparing, and reviewing financial reports as necessary. He/she needs to process and reconcile a wide variety of accounting documents such as invoices, department billings, employee reimbursements, vendor statements, and journal, vouchers; review and present financial information; prepare and process documents to disburse funds, compile and review information and maintain records. Preparation of MIS as per the requirement of the management Competencies: Ability to work with multi-currency accounting. Skilled in the MS Office suite Strong understanding of MIS. Highly organized and detail-oriented Analytical and solution-focused approach to problem-solving Proficiency in MS Dynamics is good to have

Senior Business Analyst | CRM Mumbai 3 - 6 years INR 5.0 - 9.0 Lacs P.A. Work from Office Full Time

We are looking for a Functional Leader and Senior Business Analyst - CRM to join our dynamic team in Mumbai. This role is ideal for a seasoned professional with deep expertise in CRM systems and a strong background in business analysis within the banking domain . The candidate will play a pivotal role in bridging business needs with technology solutions, driving CRM strategy, and leading functional teams across large-scale transformation programs. Lead functional analysis and requirement gathering for CRM initiatives in the banking sector. Act as a liaison between business stakeholders and technical teams to ensure solution alignment. Define and document business processes, functional specifications, and user stories. Drive CRM roadmap planning, solution design, and functional testing. Conduct workshops, stakeholder interviews, and gap analysis sessions. Provide leadership to junior BAs and functional consultants. Ensure compliance with regulatory and data governance standards in CRM implementations. We have offices in global cities, and many projects presently executed in the Asia/Middle East region. Competencies Technical: Strong understanding of the BFSI industry Good appreciation of both traditional and emerging financial technology areas Hands-on experience with CRM platforms such as MS Dynamics CRM, Oracle CX, or similar. Soft skills: Excellent communication and inter-personal skills Strong global orientation with an excitement to interact with Cedar and IBSI s multi-cultural teams Execution and solution-focused Highly organized and detail-oriented Good problem-solving skills Ability to multi-task across activities along with different teams. Qualifications and relevant experience 10+ years of experience in business analysis and functional leadership roles. Strong domain knowledge in banking and financial services. Proven ability to lead cross-functional teams and manage client relationships. Excellent analytical, documentation, and communication skills. Familiarity with Agile and Waterfall methodologies.

Program Manager | CRM Mumbai 5 - 8 years INR 11.0 - 15.0 Lacs P.A. Work from Office Full Time

We are seeking a dynamic and experienced Program Manager - CRM to lead and drive large-scale CRM transformation programs for our banking clients. The ideal candidate will bring deep domain expertise in the banking sector , coupled with hands-on experience in MS Dynamics CRM or Oracle CX implementations. This is a high-impact role for a young, energetic leader who thrives in a fast-paced, client-facing environment. Lead end-to-end CRM program delivery for banking clients, ensuring alignment with business goals and timelines. Manage stakeholder expectations, project governance, and cross-functional teams across geographies. Drive CRM solution design, rollout strategy, and change management initiatives. Collaborate with internal and external teams to ensure seamless integration with banking systems. Monitor project KPIs, budgets, and risk mitigation plans. Provide thought leadership and contribute to CRM practice development. We have offices in global cities, and many projects presently executed in the Asia/Middle East region.e development. Competencies Technical: Strong understanding of the BFSI industry Good appreciation of both traditional and emerging financial technology areas Experience working in a consulting environment or managing multi-country CRM implementations. Demonstrated ability to lead young, diverse, and high-performing teams Soft skills: Excellent communication and inter-personal skills Strong global orientation with an excitement to interact with Cedar and IBSI s multi-cultural teams Execution and solution-focused Highly organized and detail-oriented Good problem-solving skills Ability to multi-task across activities along with different teams. Qualifications and relevant experience 10+ years of experience in IT program management with a strong focus on CRM solutions. Proven track record of MS Dynamics CRM or Oracle CX rollouts in the banking domain . Strong understanding of banking processes, customer lifecycle management, and regulatory compliance. Excellent stakeholder management, communication, and leadership skills. PMP / Prince2 / Agile certifications are a plus.

Advertising Sales Manager Mumbai,Maharashtra,India 7 years None Not disclosed On-site Full Time

Role : Advertising Sales Manager Global Digital Media Assets - FinTech Business News Journal, FinTech News Portal & Podcasts About IBSI: Founded in 1991 in the UK, IBS Intelligence (IBSi) (www.ibsintelligence.com) is the world’s only pure-play Financial Technology research, advisory, and media firm. Our monthly flagship IBSi FinTech Journal (https://ibsintelligence.com/journal/) is the definitive source of independent news analysis, research, insights, and interviews for the global banking and financial technology community. We have also recently launched the India Edition of the IBSi FinTech Journal (https://ibsintelligence.com/ibsi-india-fintech-journal/). Our Media offering also includes a global FinTech news portal which receives 1+ million hits a year, and over 40 Podcast a month on all major platforms, including Spotify. Role Summary: We are looking for a dynamic professional with 7-10 years of experience in selling magazine and other advertising in the digital media space with leading business publications including Forbes India, Business Today, Business World, Fortune India, Outlook Business or other leading digital media platforms to be based out of our Mumbai office. As the Advertising Sales Manager, you will be responsible for driving revenue growth through the sales of magazine advertisements (International & India edition) and our other digital assets to leading Indian and Global FinTech & IT companies. Confident, self-starter, ability to operate independently, excellent communication skills, a strong academic background, and as indicated having a successful advertising sales track-record as outlined above are some of the attributes we are looking for. It’s an excellent opportunity to grow one's career with a firm that also has international platform focusing on the fast growing Indian and global FinTech sector. Please share a copy of your updated CV with Sumit.raisinghani@cedar-consulting.com

Advertising Sales Manager maharashtra 7 - 11 years INR Not disclosed On-site Full Time

You are a dynamic professional with 7-10 years of experience in selling magazine and other advertising in the digital media space with leading business publications. You will be based out of the Mumbai office and responsible for driving revenue growth through the sales of magazine advertisements (International & India edition) and other digital assets to leading Indian and Global FinTech & IT companies. As the Advertising Sales Manager, you must be a confident self-starter with excellent communication skills, a strong academic background, and a successful advertising sales track record with publications like Forbes India, Business Today, Business World, Fortune India, Outlook Business, or other leading digital media platforms. This role offers an excellent opportunity to advance your career with a firm that has an international platform focusing on the fast-growing Indian and global FinTech sector. If you possess the mentioned attributes, please share a copy of your updated CV with Sumit.raisinghani@cedar-consulting.com.,

IT Support Executive mumbai 3 - 5 years INR 5.0 - 9.0 Lacs P.A. Work from Office Full Time

The group also runs Cypress Analytica , a business intelligence unit that provides innovative analytical solutions to clients across industry sectors. Cedar Ventures , a Seed/Venture Capital fund focused on the Consumer and FinTech space, and the CedarIBSI Lab , an accelerator in the heart of Dubai s Internet City that is aimed at bringing financial technology firms and banks in the GCC to work together. For more information, please visit: www.cedar-consulting.com Accountabilities Provide local & remote technical support to users across India and international offices Manage the IT Helpdesk with 100% response rate and aim for 70% issue resolution within the same day Troubleshoot laptop, desktop, AD Server, printer, phone, and network-related issues Install and configure Windows 11, Office 365 apps, WiFi routers/APs, printers, and AVAYA IP Office phones System and Troubleshooting Perform setup & troubleshoot of Domain Connection, MS Outlook, Teams, OneDrive, SharePoint and manage O365-related issues Monitoring and managing Regular Backup system Carry out network cabling, I/O punching, crimping , and home router setups Knowledge of Firewall and Switch & Wi-Fi router configuration Maintain hardware & software inventory , perform user data backups , and update documentation Managing and Monitoring of EndPoint security and Troubleshootin Install updates / patches and diagnose issues across systems and applications Education and Work Experience Requirements : 3-5 years of experience in IT support / Technical helpdesk

Manager Fund Admin & Investor Relations mumbai 6 - 10 years INR 11.0 - 15.0 Lacs P.A. Work from Office Full Time

A. Fund Administration and Finance Coordinate with external fund administrators for capital calls, NAVs, investor statements, distributions, and periodic fund accounts. Maintain comprehensive fund accounting records and general ledgers. Ensure accurate processing and documentation of fund-level expenses and accruals. Ensure timely compliance with all SEBI reporting and filing obligations for Category II AIFs. Prepare and maintain internal fund dashboards including IRR, DPI, TVPI, and cash flow analysis. Lead the audit process in coordination with external auditors; ensure timely and accurate closure. Track GST, TDS, and other fund-level tax obligations and coordinate with tax advisors for filings. Coordinate with external legal advisors for changes in agreements including Fund documents and Distribution Agreements. Proactively track and ensure compliance with any upcoming SEBI, RBI and other regulatory circulars. Coordinate with banks on various operational matters Manage the fund P&L, cash flows, vendor payments, and other financial matters, in coordination with external agencies B. Investor Relations Manage end-to-end investor communication including preparation of capital calls, distribution notices, and quarterly performance updates. Maintain up-to-date investor records, including KYC, FATCA/CRS compliance, and bank information. Act as the first point of contact for investor queries and ensure timely responses. Coordinate investor onboarding, subscription agreements, and any side letter terms. Support the preparation and logistics of annual investor meetings and investor engagement events. Assist in fundraising by coordinating due diligence responses and updating marketing material. Qualifications and Relevant Experience Chartered Accountant (CA) or MBA Finance with 7 10 years of relevant experience in fund administration and finance via venture capital, private equity, or another relevant industry Deep understanding of SEBI AIF regulations, fund accounting, investor reporting, and compliance requirements. Proficiency in MS Excel, PowerPoint, and financial analysis tools. Excellent verbal and written communication skills. Strong internal and external stakeholder management abilities

Associate - Investments Team mumbai 1 - 6 years INR 9.0 - 13.0 Lacs P.A. Work from Office Full Time

Source and evaluate high-potential FinTech and B2B Financial Services startups through proactive outreach, research, and ecosystem engagement. Conduct market analysis, financial modeling, and due diligence to support investment decisions and prepare investment memos. Contribute to end-to-end deal execution, including structuring, documentation, and coordination with founders and advisors. Support portfolio companies with MIS/reporting, strategic introductions, and operational guidance to drive value creation. Represent the fund in the FinTech ecosystem through research publications, social media engagement, and industry forums. Collaborate within the team to share insights, mentor peers, and continuously build knowledge in emerging FinTech trends.