Company Description Incred Capital - a full service bouquet with Equity, Derivative and Research with complete value products in PMS, AIF, Bonds, Corporate Fixed Deposit, Mutual Fund and Insurance towards complete Portfolio Diversification/ Tax Minimization. Role Description This is a full-time on-site role for a Sales Manager in the PCG division based in the Kolkata metropolitan area. The Sales Manager will be responsible for managing client relationships, developing and implementing sales strategies, identifying new business opportunities, and meeting sales targets. The Sales Manager will work closely with other departments to ensure client satisfaction and will be expected to stay updated on market trends and competitors. Qualifications Proven experience in sales management and client relationship management Ability to develop and implement effective sales strategies Strong analytical and problem-solving skills Excellent communication and negotiation skills Knowledge of financial products and markets Relevant experience in the Kolkata metropolitan area is a plus Bachelor's degree in Business Administration, Finance, Marketing, or a related field
Job Description Position: DVP/VP - ORM Function: Operational Risk Management Reporting to: Chief Risk Officer (CRO) Location: Mumbai About the Role InCred Capital is seeking a seasoned and detail-oriented Operational Risk Manager to lead the Operational Risk Management (ORM) function. This role will be instrumental in building, implementing, and enhancing a robust ORM framework, ensuring proactive risk identification, assessment, and mitigation across the organization, with a strong focus on Capital Markets operations. Key Responsibilities ORM Framework & Governance Draft, review, and implement the Operational Risk Management policy in line with the latest regulatory guidelines. Develop and operationalize risk management models, tools, and systems to ensure effective implementation of ORM policies. Define and monitor Key Risk Indicators (KRIs) and set risk appetite thresholds to serve as an early warning system. Drive Risk and Control Self-Assessments (RCSA) and implement control testing methodologies to strengthen risk governance. Identification of Risk Gaps, Controls Testing & Designing Identify, analyze, and challenge existing and emerging operational risks across functions. Design a robust control testing framework with detailed attribution mapping and sampling methodologies to create risk controls Ensure accuracy and quality of data used in decision-making, including data for risk models. Review, assess & conduct ORM process walk through for all business lines for optimization and risk mitigation. Design and automate systems for tracking KRIs and operational incidents to enable proactive risk management. Perform Root Cause Analysis (RCA) on incidents and recommend corrective and preventive actions. Data Management & Loss Analysis Maintain and analyze loss data for operational risk, including provisions, loss accounting, scenario analysis, and external loss reporting. Develop and implement data quality standards and controls for loss data. Reporting & Stakeholder Management Report all significant operational risk incidents to relevant internal committees. Prepare and manage Risk Management Committee (RMC) and Operational Risk Management Committee (ORMC) agendas, presentations, and minutes. Collaborate with business leaders, internal audit, and compliance teams to develop and maintain the organization’s risk profile. Analyze Internal Audit, NPA, and overdue reports for emerging risk signals. Strategic Risk Leadership Develop and implement a risk management strategy aligned with organizational objectives. Conduct risk management workshops with senior management to identify key risks and mitigation plans. Partner with diverse business units to champion the ORM framework, providing education and guidance while understanding their unique processes to ensure risk management is practical and effectively integrated. Lead the Enterprise Risk Management (ERM) initiative to integrate risk management into strategic planning and operations. Enhance crisis and incident management frameworks and ensure alignment with Business Continuity Management (BCM) systems. Process Improvement & Automation Identify and implement automation opportunities to improve efficiency in risk detection and reporting. Recommend tool enhancements, SOP updates, and process changes to improve risk management outcomes. Drive initiatives that reduce operational losses, enhance risk governance, and improve overall business resilience. Qualifications & Experience Education: Chartered Accountant (CA) or MBA (Finance/Risk Management preferred). Total Experience: 10–12 years in the Financial Services domain with atleast 3–4 years of relevant experience in ORM and 3-4 years in Capital Markets (Broking, Distribution, PMS and AIF operations etc) Key Skills & Competencies Deep understanding of regulatory regulations, ORM frameworks, and Capital Markets operations. Strong analytical and problem-solving skills with the ability to interpret complex data. Proven ability to design and implement risk management systems and automation tools. Excellent stakeholder management and communication skills for C-suite and Board-level interactions. Strategic mindset with hands-on approach to execution. Why Join Us Be part of a high-growth financial services organization shaping the future of Capital Markets. Opportunity to lead and build an enterprise-level ORM function from the ground up. Exposure to cross-functional strategic initiatives and decision-making at the leadership level.
Entity name: InCred Alternative Investments Private Limited Job Title: Compliance Officer for FME Location: GIFT City, Gandhinagar, GJ. Department: Compliance Job Summary: The Compliance Officer will be responsible for ensuring adherence to regulatory requirements, internal policies, and compliance frameworks. The role involves monitoring and evaluating internal processes, coordinating regulatory approvals, and ensuring compliance with guidelines set by the IFSCA and other regulatory bodies. Key Responsibilities: Develop, implement, and monitor the fund’s compliance policies, procedures, and controls. Ensure the fund’s strict adherence to IFSCA, and other regulatory frameworks/reporting’s. Manage AML/KYC requirements, periodic regulatory filings, reports, and investor complaint resolutions. Liaise with regulators and external auditors, handling audits, inspections, and correspondence. Regularly update the board and senior management on regulatory changes and compliance matters. Maintain thorough documentation and up-to-date compliance records. Candidate Profile & Eligibility: Qualified Company Secretary / LLB At least 3 years' relevant experience in compliance, legal, risk management, or related roles in financial services or asset management. Prior experience with SEBI/IFSCA/RBI submissions, audits, and regulatory inspections preferred.
Entity name: InCred Alternative Investments Private Limited Job Title: Compliance Officer for FME Location: GIFT City, Gandhinagar, GJ. Department: Compliance Job Summary: The Compliance Officer will be responsible for ensuring adherence to regulatory requirements, internal policies, and compliance frameworks. The role involves monitoring and evaluating internal processes, coordinating regulatory approvals, and ensuring compliance with guidelines set by the IFSCA and other regulatory bodies. Key Responsibilities: ? Develop, implement, and monitor the funds compliance policies, procedures, and controls. ? Ensure the funds strict adherence to IFSCA, and other regulatory frameworks/reportings. ? Manage AML/KYC requirements, periodic regulatory filings, reports, and investor complaint resolutions. ? Liaise with regulators and external auditors, handling audits, inspections, and correspondence. ? Regularly update the board and senior management on regulatory changes and compliance matters. ? Maintain thorough documentation and up-to-date compliance records. Candidate Profile & Eligibility: ? Qualified Company Secretary / LLB ? At least 3 years' relevant experience in compliance, legal, risk management, or related roles in financial services or asset management. ? Prior experience with SEBI/IFSCA/RBI submissions, audits, and regulatory inspections preferred. Show more Show less
Overview: In this role, you will be a part of the InCred Capital technology team helping the Service and Operations team automate their processes and improving overall efficiency in the way business is conducted. You will play a crucial role in enabling the business to scale by removing manual processes. Key Responsibilities: CRM setup and administration: You will be responsible for working with our industry leading CRM solution. You will coordinate with business users to understand their requirements and implement them on the CRM. To achieve this, you will need to have a deep understanding of the CRM product. You will need to work closely with the CRM vendor and our implementation partner Robotic Process Automation: You will work closely with the Operations team to identify opportunities to use RPA and automate their processes. You will be required to understand Operations processes and map them to the RPA tool capabilities. You will need to work closely with with our implementation partner to implement solutions Business Analysis: Your work will go beyond RPA and CRM. As you start gaining an understanding of the business and processes, you will be engaged on projects where business processes need to be understood and requirement documents need to be prepared. You will be part of a team that identifies appropriate technology solutions to resolve these problems and then carry forward the implementation Required Skills: Experience in working with any industry leading CRM and RPA solution Strong problem-solving skills. Ability to interact with stakeholders, understand their requirements and create documentation. Very strong written and verbal communication skills Understanding of Capital markets and investments is an added advantage Previous experience with Zoho suite is an added advantage Required Experience: Worked in the area of CRM and RPA as an implementation team member for 1 to 3 years.
As a member of the InCred Capital technology team, your role will involve helping the Service and Operations team automate their processes and enhance overall efficiency in conducting business. Your primary responsibility will be to facilitate the scaling of the business by eliminating manual processes. Key Responsibilities: - CRM setup and administration: Collaborate with business users to comprehend their requirements and implement them on the CRM platform. You will need a profound understanding of the CRM product and work closely with the CRM vendor and our implementation partner. - Robotic Process Automation: Identify automation opportunities with the Operations team, map processes to RPA tool capabilities, and collaborate with our implementation partner for effective solutions. - Business Analysis: Extend your work beyond RPA and CRM by engaging in projects where business processes need understanding and requirement documents must be prepared. You will be part of a team that identifies technology solutions to address these challenges and drives their implementation. Required Skills: - Proficiency in using industry-leading CRM and RPA solutions. - Strong problem-solving abilities. - Effective stakeholder interaction, requirement comprehension, and documentation creation skills. Excellent written and verbal communication skills. - Understanding of Capital markets and investments is advantageous. - Prior experience with Zoho suite is beneficial. Required Experience: - 1 to 3 years of experience working as an implementation team member in the CRM and RPA domain.,
Overview: In this role, you will be a part of the business intelligence team serving ad-hoc data requests, creating new reports & dashboard including automation if any, monitor related ETL data pipelines. Proficient in working with structured (MySQL ,CSV Files etc.), semi structured (DynamoDB) databases. You will be playing a crucial role in business data requests which would require you to have a good understanding of capital markets systems and about wealth management. Key Responsibilities: Capital Markets expertise: Leverage knowledge of capital markets systems including Wealth Management, Broking and Asset Management. Ensure accurate data handling for business reporting and strategic decision making. Ad Hoc & Standard Reports/Dashboard: Collaborate with business stakeholders (e.g. operations, RMs and product managers) to generate custom reports and dashboards. Automation & Optimization: Continuously seek opportunities to automate routine data processing tasks and improve the performance of data systems, focusing on scalability and efficiency. Design and implement data models that structure and organize data in ways that optimize its accessibility and performance. Coordination with Engineering team: Work with the Engineering team to utilize Databricks and AWS tools in order to automate data ingestion, transformation and sharing. Required Skills: Proficient in SQL and Database design Experience with data visualization tools (Zoho, Power BI, Tableau, Metabase, Looker, Redash, Or similar ) Strong problem-solving skills. Understanding capital markets and investments is an added advantage Previous experience with Zoho suite is an added advantage Required Experience: Worked as a BI analyst for 3-5 years.
Job Description Position: DVP/VP - ORM Function: Operational Risk Management Reporting to: Chief Risk Officer (CRO) Location: Mumbai About the Role InCred Capital is seeking a seasoned and detail-oriented Operational Risk Manager to lead the Operational Risk Management (ORM) function. This role will be instrumental in building, implementing, and enhancing a robust ORM framework, ensuring proactive risk identification, assessment, and mitigation across the organization, with a strong focus on Capital Markets operations. Key Responsibilities ORM Framework & Governance Draft, review, and implement the Operational Risk Management policy in line with the latest regulatory guidelines. Develop and operationalize risk management models, tools, and systems to ensure effective implementation of ORM policies. Define and monitor Key Risk Indicators (KRIs) and set risk appetite thresholds to serve as an early warning system. Drive Risk and Control Self-Assessments (RCSA) and implement control testing methodologies to strengthen risk governance. Identification of Risk Gaps, Controls Testing & Designing Identify, analyze, and challenge existing and emerging operational risks across functions. Design a robust control testing framework with detailed attribution mapping and sampling methodologies to create risk controls Ensure accuracy and quality of data used in decision-making, including data for risk models. Review, assess & conduct ORM process walk through for all business lines for optimization and risk mitigation. Design and automate systems for tracking KRIs and operational incidents to enable proactive risk management. Perform Root Cause Analysis (RCA) on incidents and recommend corrective and preventive actions. Data Management & Loss Analysis Maintain and analyze loss data for operational risk, including provisions, loss accounting, scenario analysis, and external loss reporting. Develop and implement data quality standards and controls for loss data. Reporting & Stakeholder Management Report all significant operational risk incidents to relevant internal committees. Prepare and manage Risk Management Committee (RMC) and Operational Risk Management Committee (ORMC) agendas, presentations, and minutes. Collaborate with business leaders, internal audit, and compliance teams to develop and maintain the organizations risk profile. Analyze Internal Audit, NPA, and overdue reports for emerging risk signals. Strategic Risk Leadership Develop and implement a risk management strategy aligned with organizational objectives. Conduct risk management workshops with senior management to identify key risks and mitigation plans. Partner with diverse business units to champion the ORM framework, providing education and guidance while understanding their unique processes to ensure risk management is practical and effectively integrated. Lead the Enterprise Risk Management (ERM) initiative to integrate risk management into strategic planning and operations. Enhance crisis and incident management frameworks and ensure alignment with Business Continuity Management (BCM) systems. Process Improvement & Automation Identify and implement automation opportunities to improve efficiency in risk detection and reporting. Recommend tool enhancements, SOP updates, and process changes to improve risk management outcomes. Drive initiatives that reduce operational losses, enhance risk governance, and improve overall business resilience. Qualifications & Experience Education: Chartered Accountant (CA) or MBA (Finance/Risk Management preferred). Total Experience: 10-12 years in the Financial Services domain with atleast 3-4 years of relevant experience in ORM and 3-4 years in Capital Markets (Broking, Distribution, PMS and AIF operations etc) Key Skills & Competencies Deep understanding of regulatory regulations, ORM frameworks, and Capital Markets operations. Strong analytical and problem-solving skills with the ability to interpret complex data. Proven ability to design and implement risk management systems and automation tools. Excellent stakeholder management and communication skills for C-suite and Board-level interactions. Strategic mindset with hands-on approach to execution. Why Join Us Be part of a high-growth financial services organization shaping the future of Capital Markets. Opportunity to lead and build an enterprise-level ORM function from the ground up. Exposure to cross-functional strategic initiatives and decision-making at the leadership level.
Job Summary: We are seeking a highly motivated and independent Information Security Engineer to join our information security team. The ideal candidate will possess a broad range of technical and compliance expertise across various information security domains. This role requires an individual who can work autonomously, manage multiple projects, and take ownership of security initiatives with minimal supervision. You will be instrumental in safeguarding our assets, ensuring regulatory compliance, and driving the continuous improvement of our security posture. Key Responsibilities: ● Third-Party Risk Management (TPRM): ○ Conduct thorough due diligence and risk assessments of new and existing third-party vendors and partners. ○ Review vendor security documentation, questionnaires, and audit reports to identify and mitigate potential risks. ○ Collaborate with legal and procurement teams to ensure security requirements are integrated into vendor contracts. ● Technical Risk Assessments: ○ Perform comprehensive technical risk assessments of security tools and infrastructure, including SIEM (Security Information and Event Management) and SOC (Security Operations Center) processes. ○ Analyze security logs, alerts, and incident data to identify vulnerabilities and recommend remediation strategies. ○ Evaluate the effectiveness of security controls and provide recommendations for enhancement. ● IT General Controls (ITGC): ○ Assess and ensure the effectiveness of IT General Controls relevant to financial reporting and operational integrity. ○ Develop and implement ITGC frameworks and processes. ○ Support internal and external audits related to ITGC. ● Cloud Security: ○ Contribute to the design, implementation, and maintenance of secure cloud environments (e.g., AWS, Azure, GCP). ○ Assess cloud security configurations, identify misconfigurations, and recommend best practices. ○ Stay abreast of emerging cloud security threats and technologies. ● Regulatory Compliance: ○ Ensure adherence to information security guidelines and mandates from key regulators such as SEBI, NSE, BSE, CDSL, etc. ○ Translate regulatory requirements into actionable security controls and processes. ○ Assist in preparing for and responding to regulatory audits and inquiries. ● Information Security Management System (ISMS): ○ Support the implementation and maintenance of our ISO 27001 certified Information Security Management System (ISMS). ○ Participate in risk assessments, control selection, and internal audit activities related to ISO 27001. ○ Develop and update security policies, standards, and procedures in line with best practices. ● Project Management & Ownership Independence: ○ Lead and manage information security projects from inception to completion with minimal guidance. ○ Prioritize tasks, manage timelines, and communicate progress effectively to stakeholders. ○ Proactively identify security gaps, propose solutions, and drive their implementation. ○ Ability to work independently, take initiative, and deliver high-quality results in a fast-paced environment. ● General Information Security: ○ Assist in incident response planning and execution. ○ Conduct security awareness training. ○ Stay current with industry trends, threats, and security technologies. Qualifications: ● Bachelor's degree in Computer Science, Information Security, or a related field. ● 4-6 years of progressive experience in information security roles. ● Proven experience across multiple information security domains, including TPRM, technical risk assessments, cloud security, and regulatory compliance. ● Solid understanding of IT General Controls (ITGC). ● Demonstrable knowledge of regulatory requirements from bodies like SEBI, NSE, BSE, CDSL. ● Hands-on experience with ISO 27001 implementation and maintenance. ● Familiarity with SIEM/SOC operations and security monitoring tools. ● Excellent analytical, problem-solving, and decision-making skills. ● Strong written and verbal communication skills, with the ability to articulate complex security concepts to both technical and non-technical audiences. ● Ability to work independently, manage multiple priorities, and meet deadlines. Preferred Qualifications (Bonus Points): ● Relevant industry certifications (e.g., CISSP, CISM, CISA, CCSP certifications are a plus but not mandatory). ● Prior experience in the SEBI regulated sector.
Role Overview We are seeking an experienced Equity Research Analyst with 2– 5 years of proven expertise in sector and stock research in the Indian Market. The successful candidate will be responsible for conducting in-depth fundamental analysis, developing and maintaining financial models, conducting channel checks, and producing sector reports and stock recommendations that support investment decision-making. Key Responsibilities • Analyze industries and companies in detail, tracking trends, policies, and performance drivers. • Build and maintain detailed financial models for earnings forecasting and valuation. • Conduct on-the-ground channel checks with suppliers, distributors, and industry experts. • Publish initiating coverage reports, sector notes, quarterly updates, and thematic research. • Develop actionable stock recommendations and share insights with clients and internal stakeholders. • Monitor macroeconomic, global, and policy factors affecting coverage sectors. Requirements • 2 – 5 years of prior experience in equity/sector research. • Qualification: CA, CFA, or MBA (Finance) from a premier institution. • Strong financial modeling and valuation skills. • Proficiency in research tools and financial databases (Bloomberg, Capital IQ, Ace Equity, etc.). • Excellent analytical, report-writing, and presentation skills. • Demonstrated ability to conduct channel checks and derive actionable industry insights. Sectors Sector agnostic- Multiple sectors- BFSI, Healthcare, Capital Goods, Power, Infrastructure, Technology, Consumer discretionary, etc. Each Analyst will cover 15-20 stocks in detail.
InCred is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. InCred Group has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities Research & Broking and Wholesale Debt Market. At present InCred Wealth has international presence in Dubai, London and Singapore. We are members of BSE & NSE and DP of CDSL. We are growing our footprint aggressively and hence looking for Equity RMs for our PCG / Ultra HNI segment who want to be part of this growth story. Responsibilities Dialogue with our clients to understand their business objectives and challenges The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements. Ability to advice clients on their investments based on analysis of facts in consultation with equity research team and managing their overall financial portfolio and deepening the wallet from existing clients. Track the above set of clientele in the market for new client acquisition. To read, research and update themselves on available investment opportunities in the market. Ability to cross sell other financial products showcased by the wealth team Financial Acumen, analytical thinking with an aptitude for relationship management Qualifications Minimum 4 years' of client relationship experience B.com, MBA, CA, CFA Strong communication and interpersonal skills