3178 Loans Jobs

As a SAP Treasury and Risk Management (TRM) Professional at YASH Technologies, you will be an integral part of our dynamic team focused on driving business transformation and delivering exceptional stakeholder experiences. Your role will involve implementing SAP Treasury (FSCM) in various projects, with a particular focus on lead responsibilities for business blueprinting and realization. You will leverage your expertise in FI, Costing, New General Ledger, and fund management to create requirement specifications based on architectural designs and detailed processes. With a minimum of 8-10 years of overall experience, you will have the opportunity to travel to IRAQ and showcase your proficiency in SAP core treasury modules such as Money Market and Loans, Foreign Exchange, Interest Rate Swap, Reporting, and Risk Management. Additionally, your role will encompass expertise in cash and liquidity management, multiple SAP implementations in treasury, banking, and cash management, as well as experience in Receivables Management. Desirable skills include experience in S/4 HANA Finance and the ability to understand client business processes to suggest areas of improvement. You will collaborate with cross-functional teams to gather business requirements, design solutions, and provide expert advice on SAP S/4 HANA Finance solutions. Moreover, you will conduct client demonstrations and presentations to highlight the capabilities and benefits of S/4 HANA Finance solutions. At YASH Technologies, you will have the opportunity to create a career path tailored to your aspirations within an inclusive team environment. Our Hyperlearning workplace is guided by principles of flexible work arrangements, emotional positivity, agile self-determination, trust, transparency, open collaboration, and all the necessary support to achieve business goals. Join us in a stable employment environment with a great atmosphere and ethical corporate culture, where continuous learning, unlearning, and relearning are at the forefront of our collective intelligence.,

Job Title: Sales Manager Position Overview: The Sales Manager will be responsible for managing and growing the sales pipeline, leading a team of DSA OR DST, and ensuring the successful achievement of sales targets related to business loan products. This individual will be a results-driven, dynamic, and strategic leader with a strong understanding of loan products, DSA operations, and sales processes. Key Responsibilities: Lead, train, and manage a team of DSAs And DST to achieve sales targets. Develop sales strategies and expand business through DSAs. Monitor team performance and provide coaching for improvement. Recruit and onboard new DSA / DST Build relationships with existing clients and DSAs to foster loyalty. Report on sales performance and make recommendations for growth. Ensure timely loan processing and customer satisfaction. Qualifications: Minimum 2 years of sales experience, with a focus on Personal Loan or similar products. Proven experience managing DSA And DST. Strong knowledge of loan products and sales processes. Preferred candidate profile Sales Manager with Business Loans Experience. Or Any Product with DSA or DST experience

Job Title: Sales Manager Position Overview: The Sales Manager will be responsible for managing and growing the sales pipeline, leading a team of DSA OR DST, and ensuring the successful achievement of sales targets related to business loan products. This individual will be a results-driven, dynamic, and strategic leader with a strong understanding of loan products, DSA operations, and sales processes. Key Responsibilities: Lead, train, and manage a team of DSAs And DST to achieve sales targets. Develop sales strategies and expand business through DSAs. Monitor team performance and provide coaching for improvement. Recruit and onboard new DSA / DST Build relationships with existing clients and DSAs to foster loyalty. Report on sales performance and make recommendations for growth. Ensure timely loan processing and customer satisfaction. Qualifications: Minimum 2 years of sales experience, with a focus on Personal Loan or similar products. Proven experience managing DSA And DST. Strong knowledge of loan products and sales processes. Preferred candidate profile Sales Manager with Business Loans Experience. Or Any Product with DSA or DST experience

As a Loan Servicing Specialist Operations Analyst, you play a vital role within our Loans group, contributing significantly to the seamless functioning and success of our financial services. This key position is essential for delivering specific tasks and requirements, making you an integral part of our dynamic and collaborative team. Join us to gain valuable exposure to various aspects of operating a banking office and be a crucial player in our environment. Your responsibilities will include adhering to established QUALITY & QUANTITY SLAs consistently, ensuring 100% compliance with process-related policies, guidelines, and controls, supporting the secondary trading desk with trade booking and settlements, and liaising with bank departments and external contacts such as Borrowers and Trustees. You will also be responsible for following up timely with agents or customers for any missing notifications, completing all funding within the SLA on the same day, and serving as the subject matter expert (SME) and first internal point of contact for process-related queries and clarifications. Additionally, you will act as the first point of escalation for process-related issues from customers and identify changes to processes to enhance productivity and efficiency. To excel in this role, you should hold a bachelor's degree in finance or a related field, or possess equivalent work experience. A minimum of 6 months of experience in the financial services industry with a proven track record of delivery is required. You should have a good understanding of business financial statements, cash flow capacity, and loans across various industries, along with strong research, analytical, and comprehension skills to analyze large data sets. Effective time management, prioritization skills, and the ability to communicate effectively with strong interpersonal and analytical skills while working independently on multiple assignments are essential for success. Preferred qualifications include the ability to build relationships with clients, internal partners, and peers effectively, recognize issues or problems that need prompt escalation, develop domain learning, exhibit strong interpersonal and communication skills, apply analytical thinking and problem-solving skills effectively, and have a thorough understanding of the product lifecycle and area product management.,

As a Loan Servicing Specialist Operations Analyst, you play a vital role within our Loans group, contributing to the seamless functioning and success of our financial services. You will adhere to established QUALITY & QUANTITY SLAs consistently and ensure 100% compliance with process-related policies, guidelines, and controls. Supporting the secondary trading desk with trade booking and settlements, you will liaise with various bank departments and external contacts, including Borrowers and Trustees. Timely follow-ups with agents or customers for any missing notifications will be part of your responsibilities, along with completing all funding within the SLA on the same day. You will serve as the subject matter expert and primary internal point of contact for process-related queries and clarifications, as well as the first point of escalation for process-related issues from customers. Identifying changes to processes to enhance productivity and efficiency will also be a key aspect of your role. To qualify for this position, you must hold a bachelor's degree in finance or a related field, or possess equivalent work experience. A minimum of 2 years of experience in the financial services industry with a proven track record of delivery is required. Understanding business financial statements, cash flow capacity, and loans across various industries is essential. You should exhibit strong research, analytical, and comprehension skills to analyze large data sets. Effective client management, partnership building, and leadership skills are crucial for engaging multiple stakeholders. Utilizing effective time management and prioritization skills to achieve business objectives is expected, along with strong communication skills for working independently on multiple assignments. Preferred qualifications include the ability to build relationships with clients, internal partners, and peers effectively. Recognizing issues or problems that need prompt escalation and developing domain learning are also valued skills. Applying analytical thinking, problem-solving skills, understanding the product lifecycle, and product management area thoroughly will further strengthen your role as a Loan Servicing Specialist Operations Analyst.,

The role of Relationship Manager in Corporate and Investment Banking at DBS involves managing and sustaining a portfolio of corporate customers, focusing on building long-term relationships through efficient and reliable support for their businesses. Collaboration with product groups and colleagues in India and overseas is essential to expand the local and MNC client base while enhancing wallet share. Risk assessment of facility clients is a key responsibility, involving continuous monitoring, writing memos, navigating the approval process, and ensuring seamless delivery to clients by working with RMG, Operations, and product groups. Key accountabilities include managing relationships with corporate clients, determining effective products to meet customer needs, customizing and developing new products to increase profitability, executing business strategies to enhance market share and achieve targets, cross-selling various bank products, ensuring customer retention and increased wallet share, enforcing regulatory reporting and compliance, and developing the DBS brand in the region. Building and leading a high-performing team through performance development, coaching, and fostering an empowering environment are also crucial aspects of the role. The job duties and responsibilities entail acting as the primary contact at CEO, Finance Director, and Treasurer levels in corporates, advising on business finance structuring, growing the team's portfolio profitability, ensuring portfolio quality and adherence to risk management guidelines, formulating business development strategies, monitoring customer satisfaction levels and complaints, conducting competitive analysis, submitting quality proposals to the credit chain, communicating key messages to customers, and managing the risk profile of the team portfolio. The ideal candidate should possess 7-10 years of experience in Commercial Real Estate with leading institutions, expertise in LRD, Loans, NCD financing for Real estate players, strong communication skills, sound understanding of products and credit proposals, knowledge of competitors and the market, and an MBA or CA qualification with relevant banking experience. Core competencies required include strong selling and negotiation skills, excellent diagnostic and communication skills, sound financial counseling skills, credit risk analysis skills, leadership experience, and the ability to think creatively and identify innovative solutions. Technical competencies involve a solid understanding of corporate and commercial banking, credit proposals, approval processes, regulatory guidelines, financial markets, and products, as well as financial analysis and research capabilities. Establishing working relationships with RMs, Sales, credit teams, internal support functions, and operations is essential for maximizing opportunities, developing new products, and ensuring smooth delivery to customers. DBS India emphasizes a culture that values employees, fosters professional development, offers flexible working arrangements, and promotes growth within an inclusive and diverse environment. Expected behaviors include demonstrating business performance, customer focus, pride and passion, knowledge enhancement, and maintaining honesty and integrity. If you have the required qualifications and skills, and are looking to join a dynamic environment that supports your development and recognizes your achievements, apply now for this full-time Relationship Management position at DBS in New Delhi, India.,

As an Analyst at eClerx Services Ltd., you will be responsible for working on back-office and middle-office processes for financial institutions. This includes handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Your role will involve tasks such as data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. Additionally, you will be required to prepare reports using MS Excel and may need to interact externally with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email. Key Responsibilities: - Identifying and escalating risks, promptly reporting outstanding issues to clients. - Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium). - Handling operations of Syndicated Loans and Corporate action setup and operations. - Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, KYC-AML, various front-office and back-office reconciliations). - Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds). Qualification And Skills: - 0 to 6 months of experience in investment banking operations involving projects, people, process, and client management. - Bachelors Degree (B.Com, BBA, BBM, BCA) / Masters Degree (M.Com, MBA, PGDM). - Basic knowledge of finance, trade lifecycle, investment banking, and derivatives. - Strong logical and quantitative abilities to derive insights from data. - Proficiency in planning, organizing, and time management. eClerx Financial Markets offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges for financial organizations worldwide. With nearly two decades of industry experience, complemented by smart automation and robotics, our team of experts delivers holistic solutions across the trade lifecycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach.,

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Title: Functional Consultant Rank: Supervising Associate EY is a global leader in assurance, tax, transaction and advisory services. Technology is at the heart of what we do and deliver at EY. Technology solutions are integrated in the client services we deliver and are key to our innovation as an organization. Fueled by strategic investment in technology and innovation, Client Technology seeks to drive growth opportunities and solve complex business problems for our clients through building a robust platform for business and powerful product engine that are vital to innovation at scale. As part of Client Technology, you'll work with technologists and business experts, blending EY's deep industry knowledge and innovative ideas with our platforms, capabilities, and technical expertise. As a catalyst for change and growth, you'll be at the forefront of integrating emerging technologies from AI to Data Analytics into every corner of what we do at EY. That means more growth for you, exciting learning opportunities, career choices, and the chance to make a real impact. EY Technology: Technology has always been at the heart of what we do and deliver at EY. We need technology to keep an organization the size of ours working efficiently. We have 250,000 people in more than 140 countries, all of whom rely on secure technology to be able to do their job every single day. Everything from the laptops we use, to the ability to work remotely on our mobile devices and connecting our people and our clients, to enabling hundreds of internal tools and external solutions delivered to our clients. Technology solutions are integrated in the client services we deliver and are key to us being more innovative as an organization. EY Technology supports our technology needs through three business units: Client Technology (CT) - focuses on developing new technology services for our clients. It enables EY to identify new technology-based opportunities faster and pursue those opportunities more rapidly. Enterprise Workplace Technology (EWT) - EWT supports our Core Business Services functions and will deliver fit-for-purpose technology infrastructure at the cheapest possible cost for quality services. EWT will also support our internal technology needs by focusing on a better user experience. Information Security (Info Sec) - Info Sec prevents, detects, responds and mitigates cyber-risk, protecting EY and client data, and our information management systems. The opportunity: This opportunity is for a strong SAP Functional consultant based out of Bangalore/Trivandrum, India in our CT SAP Domain team. CT SAP Domain has the responsibility for building and owning our SAP technology products end-to-end. You will guide the key SAP Domain products for the chosen functional areas. Your Key Responsibilities: - Provide leadership, functional knowledge and configuration skills to build EY Proprietary applications on top of SAP products - Deliver in a hybrid systems environment primarily SAP On-Prem products, SAP Cloud Platform and SAP Cloud products - Deliver in the Agile process as part of a stable team - Engage with partners and service providers to clarify any open operational or technical questions, reporting to the EY CT SAP Domain product management function Skills And Attributes For Success: Ideally, a Person with 8+ years of experience in SAP FI/CO and 4+ years in S/4HANA Finance having expertise in E2E Implementations, Rollout, Upgrade and Support Projects in SAP ECC and SAP S/4HANA. A minimum of three E2E Implementation experience is required. You will also be: - A team player with strong analytical, communication and interpersonal skills - Constantly updating yourself about new offerings from SAP as well as market conditions - A winning personality and the ability to become a trusted advisor to the stakeholders To qualify for the role, you must have: - Experience in requirements gathering, User Story creation and grooming, blueprint preparation, system configuration, testing, cutover, Go-live and operations - Work experience in relevant SAP Financial Services consulting services engagements or business environments - Strong work experience in S/4HANA Finance and TRM through multiple E2E implementations - Strong experience in SAP New GL, AR, AP, AA, Basic CO and FSCM - Strong experience in Advanced Cash Management, Advanced Bank Management, Credit Management, Collections Management, Dispute Management and Bank Communication Management - Strong experience in Trade Finance, Securities, Commodities, Money Market and Loans - Understanding of integration points with the SD, MM, and FI/CO modules - Experience in Bank Account Management, Bank Communication Management and Cash Management - Product Cost Planning, Budget Planning and Forecasting experience - Financial Planning and Analysis - Accounting and Financial Close - Data Migration with Migration Cockpit - Treasury and Financial Risk Management - Financial Operations - Experience in Process Innovation and Automation is a plus - Education: Accounting and Finance (MBA/M. Com/CA/ICWA) Ideally, you'll also have: - Knowledge of SAP technologies for both On-Prem and Cloud offerings from SAP - Understanding of application integration potential across SAP offerings - Knowledge of SAP Industry Solutions - Education in business management will be helpful What We Look For: - Strong teamwork, work ethic, product mindset, client centricity and a relentless commitment to EY values What Working At EY Offers: We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: - Support, coaching and feedback from some of the most engaging colleagues around - Opportunities to develop new skills and progress your career - The freedom and flexibility to handle your role in a way that's right for you EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. About EY: As a global leader in assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Make your mark. Apply now.,

As a Product Manager - Lending/Loans at EpiFi in Bangalore, you will be responsible for building and launching personal loans for EpiFi's NBFC entity. Your role will involve collaborating with business and engineering teams to develop positioning and key product features for personal loans on Fi. Additionally, you will define a roadmap for loans disbursed under the NBFC as well as other lender partner programs. To excel in this role, you should have a minimum of 4 years of product management experience, with a strong background in building and growing consumer or merchant lending products. Experience with in-house LOS & LMS systems will be beneficial. You should also have a track record of working closely with business and partnership teams to define strategies and roadmaps. Your ability to collaborate with and influence external partners to brainstorm and implement product features will be crucial for success in this position. EpiFi is a FinTech startup dedicated to helping digital natives demystify their finances, maximize savings, and spend intelligently. Our team is composed of exceptional and innovative individuals who are passionate about creating delightful user experiences and impacting millions of lives. We value transparency, inclusivity, and a culture of continuous learning and growth. Funded by leading global VCs, we are committed to delivering exceptional experiences for both our consumers and colleagues. If you are looking to join a dynamic and ambitious team that prioritizes doing the right thing and values individual brilliance, EpiFi is the place for you. Our office environment is not only fun but also human-centric, nimble, and business-oriented. Join us on our mission to revolutionize personal finance and make a meaningful impact in the world of FinTech.,

You will be joining Choice International Pvt Ltd as an MIS Coordinator, where your primary responsibility will be to ensure accurate data management and reporting to support the business operations. To excel in this role, you must possess 1-3 years of experience in a similar position, proficiency in Microsoft Excel and other data management tools, strong analytical and problem-solving skills, excellent communication and interpersonal abilities, and the capacity to coordinate effectively with multiple teams and stakeholders. Knowledge of the LOANS and NBFC industry will be considered advantageous. Your attention to detail, accuracy, and ability to prioritize tasks and meet deadlines will be crucial in fulfilling your responsibilities. Your main duties will include collecting, analyzing, and validating data to guarantee accuracy and completeness, creating and maintaining reports using tools like Microsoft Excel, collaborating with internal teams to gather necessary data for reporting, establishing data management processes to enhance efficiency and accuracy, ensuring data privacy and security as per company policies, resolving data discrepancies and errors, assisting other teams in data-related queries, and contributing to the development and maintenance of databases for data storage and retrieval. It will also be essential for you to stay updated with the latest industry trends and best practices in MIS coordination.,

As a Loan Servicing Specialist Operations Analyst, you play a vital role within our Loans group, contributing to the seamless functioning and success of our financial services. Your responsibilities include adhering to established QUALITY & QUANTITY SLAs, ensuring compliance with process-related policies, and supporting the secondary trading desk with trade booking and settlements. You will liaise with bank departments, external contacts, and follow up with agents or customers for any missing notifications in a timely manner. Additionally, you will serve as the Subject Matter Expert (SME) and the first internal point of contact for process-related queries, act as the first point of escalation for customer issues, and identify process changes to enhance productivity and efficiency. Your role involves completing all funding within the SLA on the same day and contributing to process improvements. To excel in this role, you should hold a bachelor's degree in finance or a related field, or possess equivalent work experience. A minimum of 2 years of experience in the financial services industry with a proven track record of delivery is required. You should have a solid understanding of business financial statements, cash flow capacity, and loans across various industries, as well as strong research, analytical, and comprehension skills to analyze large data sets. Effective communication, time management, and prioritization skills are essential for achieving business objectives. You should be able to manage clients effectively, build partnerships, lead while engaging multiple stakeholders, and work independently on multiple assignments. Building relationships with clients, internal partners, and peers, recognizing and escalating issues promptly, and applying analytical thinking and problem-solving skills effectively are preferred capabilities. In this role, you will have the opportunity to develop domain knowledge, enhance your interpersonal and communication skills, and understand the product lifecycle and area product management thoroughly. Join us to be an integral part of our dynamic and collaborative environment, where you can make a significant impact and contribute to our team's success.,

You will reach out to existing and potential customers to present our product and service offerings. You will learn details about our product and service offerings and address any questions or issues that customers may have. Communication with customers to understand their requirements and needs is essential. You will offer solutions based on clients" needs and capabilities. Generating leads for all our products including Broking, Health Insurance, Life Insurance, Mutual funds, Loans, Cards, etc. Meeting and pitching customers, acquiring new clients through various channels like open market acquisition, cold calling, and referrals. Acquiring large clients with high margins, particularly in Ashoka Garden, Bhopal.,

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

About the Team The Motor OD (Own Damage) Claims team is a critical function within our Insurance Business team, dedicated to providing efficient and customer-centric claims services for all motor insurance policyholders. About the Role As the Head Motor OD Claims, you will be a key member of the Insurance team, responsible for shaping and executing the overall strategy for motor own damage claims. This role involves leading and managing the Motor OD claims operations, ensuring seamless processing, cost optimization, and superior customer experience. You will be instrumental in building a high-performing team, establishing robust processes, leveraging technology, and managing a vast network of surveyors and workshops, all while ensuring strict adherence to regulatory guidelines and robust fraud control mechanisms. Your leadership will directly impact customer satisfaction, operational efficiency, and the financial health of the company. Must Haves Minimum of 8+ years of experience in managing Motor OD Claims Proven track record of successfully leading large claims teams and managing pan-India operations/ large-regional operations Demonstrable experience in claims strategy formulation and execution What We Expect From You Lead Motor OD Claims with strategic alignment to business goals Drive efficiency through SOPs, automation, and KPI tracking (TAT, NPS, cost) Ensure accurate, fair, and timely claim settlements Control costs and leakage while ensuring regulatory (IRDAI) compliance Build and mentor a high-performing, customer-focused claims team Develop and manage a quality network of surveyors and garages with SLAs Champion a customer-first approach; handle escalations and improve experience Implement robust fraud detection and investigation mechanisms Stay current with industry trends, technologies, and regulatory changes Use data analytics for insights, reporting, and continuous improvement Inside Navi We are shaping the future of financial services for a billion Indians through products that are simple, accessible, and affordable. From Personal Home Loans to UPI, Insurance, Mutual Funds, and Gold we re building tech-first solutions that work at scale, with a strong customer-first approach. Founded by Sachin Bansal Ankit Agarwal in 2018, we are one of India s fastest-growing financial services organisations. But we re just getting started! Our Culture The Navi DNA Ambition. Perseverance. Self-awareness. Ownership. Integrity. We re looking for people who dream big when it comes to innovation. At Navi, you ll be empowered with the right mechanisms to work in a dynamic team that builds and improves innovative solutions. If you re driven to deliver real value to customers, no matter the challenge, this is the place for you. We chase excellence by uplifting each other and that starts with every one of us. Why Youll Thrive at Navi At Navi, it s about how you think, build, and grow. You ll thrive here if You re impact-driven You take ownership, build boldly, and care about making a real difference. You strive for excellence Good isn t good enough. You bring focus, precision, and a passion for quality. You embrace change You adapt quickly, move fast, and always put the customer first.

Financial Analyst WHAT MAKES US, US Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp! At its foundation, SimCorp is guided by our values caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like what we re saying, keep reading! WHY THIS ROLE IS IMPORTANT TO US The Financial Data Operator is responsible to execute the collection, composition, control and distribution of market and master data for financial instruments (Equities, Funds, Fixed Income, ABTS/MBS, OTS Derivatives, etc.) for various SimCorp clients and in accordance of the effective SLA agreements. Furthermore, this role is responsible for answering client questions and conduct all necessary data analyses of financial instruments data to resolve service delivery incidents to continue service delivery. The role is also responsible to adhere to all relevant operational risk as well as data governance and quality frameworks. Eventually, this role also requires demonstrating very client-focused mindset, substantial know-how of financial instruments (such as Equities, Fixed Income, ABS/MBS, etc.) and provide coaching to other members. WHAT YOU WILL BE RESPONSIBLE FOR Executes all daily service deliverables in terms of collecting, composing, controlling, and distributing financial instrument data according to effective client SLAs Execution of all quality checks part of the service scope and strict adherence to existing runbook(s) as well as data quality and governance frameworks and conduct first data analysis in case of unexpected data behavior Resolve all data questions, service requests and requested audit support raised by clients in a timely and professional manner to ensure customer satisfaction and SLA compliance Perform all necessary tasks to comply existing operational risk frameworks (e.g., Sarbanes Oxley Act (SOX), Risk and Control Engine (RACE) etc.) Proactively support and contribute to continuous improvement of operational processes (with predominant focus on manual processes and/or high-risk areas), data quality checks and system functionality Work with local/regional clients to identify specific requirements, special data treatment or any other client demands which need to be delivered as part of the service scope Experience working cross-organizationally with both Business and Technology groups. Perform continuous know-how exchange between the different Data Operations teams in terms of processes, incidents, documentation, or other open topics to avoid know-how silos/gaps and assure service level consistency Monitor and report any kind of issues along the data supply chain including but not limited to interface issues, missing data files or interrupted business processes and trigger the necessary resolution processes to ensure service delivery continuation Maintain documentation in terms of business processes, functional descriptions, operational runbooks, or other manuals to ensure information transparency and enable know-how transfers WHAT WE VALUE For the Financial Analyst position, we value MUST HAVE: Experience with data vendor feeds (Bloomberg, IDC, Reuters, etc.) and display products, 4-5 years Deep knowledge of traditional and non-traditional financial instruments and markets including structured securities, Swaps, especially complex instruments like ABS/MBS, index linked bonds, and syndicated loans. Bachelor s degree or equivalent in finance or engineering Solving master and reference data issues based on exception handling, 4-5 years Experience of data integration on any EDM platform, 4-5 years Applying operational data management and data governance, 2-3 years Process design and engineering experience, 2-3 years Experience with service request systems or any other similar ticketing tool, like HPALM, Service Now Salesforce, etc., 4-5 years GOOD TO HAVE: Ability to troubleshoot technical glitches in existing data process and coordinate with Technology team to resolve. Experience in developing process automation, improvements, and streamlining using tools like KNIME, Alteryx, Excel VBA and/or scripting on programming language such as Python, PowerShell including intermediate knowledge of SQL. BENEFITS Benefits Competitive salary, bonus scheme, and pension are essential for any work agreement. However, in SimCorp, we believe we can offer more. Therefore, in addition to the traditional benefit scheme, we provide an excellent work & life balance: flexible work hours, a hybrid workplace model. On top of that, we have IP sprints where you have 3 weeks per quarter you can spend on mastering your skills as well as contributing to the company development. There is never just only one route - we practice an individual approach to professional development to support the direction you want to take. . Applications are continuously assessed, so please send your CV in English as soon as possible. If you are interested in being a part of SimCorp but are not sure this role is the right fit, submit your CV anyway. SimCorp is on an exciting growth journey, and our Talent Acquisition Team is ready to help you discover the right role for you. The approximate time to consider your CV is three weeks. We are eager to continually improve our talent acquisition process and make everyone s experience positive and valuable. Therefore, during the process we will ask you to provide your feedback, which is highly appreciated. WHO WE ARE For over 50 years, we have worked closely with investment and asset managers to become the world s leading provider of integrated investment management solutions. We are 3,000+ colleagues with a broad range of nationalities, educations, professional experiences, ages, and backgrounds. SimCorp is an independent subsidiary of the Deutsche B rse Group. Following the recent merger with Axioma, we leverage the combined strength of our brands to provide an industry-leading, full, front-to-back offering for our clients. SimCorp is an equal-opportunity employer. We are committed to building a culture where diverse perspectives and expertise are integrated into our everyday work. We believe in the continual growth and development of our employees, so that we can provide best-in-class solutions to our clients. #Li-Hybrid

Jul 28, 2025 Location: Mumbai Designation: Senior Analyst Key Responsibilities : Conduct Concurrent Audits : Perform concurrent audits of branches and other operational units of banks. Review transactions to ensure compliance with banking regulations, internal policies, and RBI guidelines. Identify any operational, financial, and compliance-related risks or discrepancies during audits. Transaction & Process Review : Evaluate daily transactions for adherence to internal control systems. Review loans, advances, asset management, and investment activities of the bank. Verify KYC norms, AML guidelines, and transaction integrity. Risk Identification & Reporting : Identify key risks and control gaps in branch operations. Prepare audit reports highlighting significant issues and recommend corrective actions. Escalate irregularities, fraud, or lapses found during the audit to senior management. Compliance Checks : Ensure compliance with banking laws, regulatory requirements, and circulars issued by the Reserve Bank of India (RBI). Track adherence to credit risk, operational risk, and market risk parameters. Coordination with Branches : Liaise with branch managers and staff for resolving audit issues. Provide feedback to branches on improving operational efficiency and reducing risk exposure. Follow-up Audits : Perform follow-up audits to check the implementation of audit recommendations. Ensure timely closure of audit issues raised during previous audits. Documentation & Reporting : Maintain and update audit documentation as per firm s standards. Draft and finalize audit reports and work papers for submission to management. Qualifications : Educational Background : Bachelor s degree in Commerce, Finance, Accounting, or related field. CA Inter/ICWA Inter/MBA in Finance preferred. Experience : 1-3 years of experience in concurrent audits, branch audits, internal audits, or statutory audits of banks. Knowledge : Strong understanding of banking operations, credit appraisals, loan review, and RBI guidelines. Skills Required : Excellent analytical and problem-solving skills. Strong knowledge of banking regulations and compliance standards. Proficient in Microsoft Office (Excel, Word, PowerPoint). Ability to handle multiple audits and prioritize tasks. Strong communication and interpersonal skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities Offering solutions and Cross selling Bank s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Bharat Banking Bharat Banking is a new Department which has been set up to drive different business that the Bank does in Semi Urban and rural markets. The department is expected to drive business outcomes by focusing on partnerships, new products, innovation, reimagining customer journeys and driving / creating new channel. About the Role The Sales Manager leads a team of executives is responsible for sourcing of loan proposals in the rural lending space. The Sales Manager attends the service requests of customers and assists in documentation/ disbursement formalities. The Job holder is also responsible for driving the business through other channel partners Key Responsibilities Achieve the disbursement targets as assigned by the organization and ensure maintenance of quality of the portfolio Process transactions efficiently and accurately while maintaining high service standards Handle customer queries and provide appropriate solutions Engage with customers and generate revenue by promoting and cross-selling other products Manage relationships with customers to increase the depth of existing relationships Responsible for the soft recovery of loans in existing portfolio Comply with KYC/SEBI rules, regulations, and legislation governing the bank Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Good communication (both verbal and written) skill in both English and the local language Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment

We are seeking a highly motivated and results-driven Telecalling Executive to join our team. Key Responsibilities Make outbound calls to potential customers to generate leads and convert them into sales for bank loans. Build relationships with customers and provide them with information about our bank loan products. Identify customer needs and provide solutions to meet those needs. Update customer information and sales data in our CRM system. Collaborate with internal teams to achieve business objectives. Stay up-to-date with industry trends and competitor activity. Requirements Education: Bachelors degree Skills: Excellent communication, sales, negotiation, CRM proficiency. Experience: 0-6 months in sales, preferably in financial services. Other: Ability to work in a call center environment, flexible hours. Education: Bachelors degree Skills: Excellent communication, sales, negotiation, CRM proficiency. Experience: 0-6 months in sales, preferably in financial services. Other: Ability to work in a call center environment, flexible hours. Career Development Opportunities for growth, training, and a dynamic work environment. Culture We value integrity, teamwork, and innovation, offering a fun and supportive workplace.

. The ideal candidate will have a strong background in treasury management processes and the ability to optimize them using SAP Treasury modules. Responsibilities: - Lead and participate in SAP Treasury implementation projects, focusing on S4 HANA migration and integration with other SAP modules. - Configure and customize SAP Treasury modules to meet specific business requirements, including cash management, liquidity planning, and risk management. - Collaborate with stakeholders to analyze treasury management needs and translate them into technical solutions within the SAP Treasury framework. - Provide expertise in S4 HANA implementation, ensuring smooth migration and alignment with organizational objectives. - Conduct end-user training sessions and provide ongoing support for SAP Treasury functionalities. - Collaborate with cross-functional teams to ensure seamless integration with other SAP modules such as FI/CO, SD, and MM. - Stay updated with SAP best practices, new features, and industry trends related to treasury management processes. Requirements: - Bachelors degree in Finance, Accounting, Business Administration, or a related field. - 5-7 years of experience working with SAP Treasury modules and S4 HANA implementation. - Strong expertise in configuring and customizing SAP Treasury functionalities, including cash positioning, bank account management, and hedge management. - Excellent understanding of treasury management processes, financial markets, and regulatory requirements. - Should have worked on the below components: - Loans - Equity - Liquidity Management - Cash Management - Trading and Hedging - Portfolio Management - Effective communication and interpersonal skills, with the ability to interact with stakeholders at all levels. - Ability to work independently and collaboratively in a team environment. If you meet the above requirements and are looking for an exciting opportunity to work with cutting-edge SAP technologies in a dynamic environment, please submit your resume to the provided contact email. We look forward to hearing from you.

Relationship Manager - Gandhinagar Vital Space Management Pvt Ltd. Kudasan, Gandhinagar Job Type : Full Time Role : Residential Manager Experience : 0-2 Years Vacancy : 3 Gender : Male Job Description Converting prospects into customers by show-casing appropriate primary residential properties to the prospects, which matching the investment need of the prospects Using leads generated by Marketing Team for the above as well as generate self-leads to convert them into customers, through local activities (procuring relevant databases, doing on-ground activities in corporates, clubs etc.) Taking prospects for site visits in residential projects, answering all relevant queries in the process, liaising with Developer or with Vitalspace??s Developer Relations Team for any clarification required for that To be compliant with operations process Ensuring that prospects and customers are satisfied with their interaction with Vitalspace at all touch-points Providing after sales services and assist in Home Loans for the customers APPLY NOW

Your career with us should reflect your energy and passion. That s why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and we ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you The candidate should be well versed with Trades processing, Reference data management, Security Setups, Security Pricing, & Corporate action events. He/She must be a dynamic personality with ability to work in a challenging environment and delivering as per business requirements. He/she should be able to manage deliverables accurately and as per the agreed timelines. The candidate should be tactical in dealing with day to day issues wherever required. The candidate must have good communication skills and should be competitive to connect with stakeholders across the globe. He/she should be a team player, a self-starter and self-motivated individual. Job Responsibilities: Processing and verification of daily and monthly trades across multiple asset classes. Hands on experience with multiple vendors like Bloomberg , IDC ,Refinitiv, Markit and other reference data providers Handling of various types of trade exceptions and corrective measures in the relevant systems Working closely with multiple vendors to identify issues, track them and drive their resolution. Knowledge on API for BBG and Reuters is preferred. Setup of Listed securities, OTC securities, including unlisted derivatives, bank debt and swaps. Take Lead on process improvement and automation. Processing and verification of daily trades received via secured paths and mails. Check for the exceptions and clear them on daily basis. Manage assigned tasks independently with little or no supervision. Have a control mindset and be alert to issues and risks that have impact on process. A strong sense of ownership and responsibility. Self-starter with excellent interpersonal, problem solving and analytical skills. Organized and detail oriented, Strong oral and written communication skills. Strong Knowledge on Corporate actions, Dividends, Splits, Spin offs etc. Role requires Strong knowledge on various asset types like equity, Fixed income securities, Derivatives. Bank loans will be an added advantage.. Review of corporate actions on portfolio holdings and necessary correction and posting of exceptions. Documentation of trade file mapping requirements for existing and new clients, and working with various internal groups (Analytics, Client Services) and external client if needed, to automate reference data/trade workflows. Maintenance and creation of standard Operating Procedures Qualification & Experience required Bachelors/Master s degree in a financial domain 5 -9 Years of experience in Trades processing, corporate action and security setup Excellent Communication skills Operational experience in a financial institution will be a strong advantage. Knowledge of the hedge fund administration business and/or industry will be a strong advantage. Knowledge Advent Geneva, or Paxus applications related to the Fund Administration business, or both, will be a strong advantage. Flexible with shift timings Ability to work under time constraints and handle pressure Strong analytical skills, detail orientation & service commitment Good understanding of programming in VBA would be good plus. Strong Analytical skills and attention to detail. An ability to work under pressure with changing priorities

UNDER WRITERS & SR. UNDERWRITERS - Salary : 6 to 12 Lakhs Key skills : Underwriting, US mortgage US Residential Mortgage Pref. Qual. :- Graduates / UG / MBA / Post Grad. Experience :- 2 to 8 Years Job Location :- Chennai / Pune Notice Period :- 1 Month SHIFT :- 5.30 to 3.30 am Remuneration :- Upto 12 Lakhs Position Overview : Well versed with FNMA. FHLMC, knowledge of GNMA and investor guidelines is an additional benefit Should have good analytical and problem-solving skills Should have decision-making skill when applying in business judgment Evaluate complete loan documents and should provide approval or denial decision Complete review of credit report to verify trade lines, derogatory accounts, public records and credit reconciliation Thorough income calculation Salaried income, business income, retired other income and rental income Complete review of Collateral and property valuation Assets verification include borrowers bank account statement, retirement accounts, mutual funds and other investments. Credit analysis based on borrowers Income, Asset, Liability and Collateral (4C of Underwriting) to determine the credit worthiness of a customer Validating and processing the Loan documents on behalf a Mortgage lender organization. Evaluating evidence of borrowers willingness and ability to repay the obligation About you : Minimum 2 years of Underwriting experience in US Mortgage. Sound knowledge of US Residential mortgage Exposure of Underwriting processes && guidelines. Analysis and Calculation of qualifying income from Salaried various tax documents such as 1040s, Schedule E, 1065, 1120, 1120S, K1, transcripts, etc. --------------------------------------------------------------------------------------------------------------- Contact TINNA @ 7619281864 / 9845162196 Email Resume @ prabhu@personalnetworkindia.com BEST WISHES - TEAM PERSONAL NETWORK