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4.0 - 7.0 years
14 - 16 Lacs
Bengaluru
Work from Office
Fi is a new age money management app designed to simplify your financial life. With Fi, you can save, pay, invest, or borrow, all in one place. You can track and analyze your expenses across Fi and all your other bank accounts. You can also apply for a credit card, access instant loans, and grow your wealth and more with our range of investment options. We re looking for an Operations Manager to help scale and manage our lending sales engine. This is a high-impact role at the intersection of data, channel operations, and on-ground sales execution. The ideal candidate will be comfortable working with data, managing DSA relationships, and driving performance through outcall agents. What Youll Do: -Manage end-to-end operations for the lending sales channel, including DSAs and outcall agents -Set up and track sales targets, monitor funnel health, and drive performance across partners -Own the reporting cadence build dashboards, track KPIs, and present insights to leadership -Work closely with internal teams (sales, risk, legal, compliance) to ensure smooth ops -Onboard and train new DSAs and outcall agents on product, processes, and tools -Identify process gaps and run ops-led initiatives to improve productivity and conversion What We re Looking For: -4 7 years of experience in sales operations / channel management / inside sales ops -Strong analytical skills comfortable working with Excel, SQL, and dashboards -Hands-on experience managing DSAs, telesales, or outbound sales channels -Self-starter with a bias for action and ability to work across multiple teams -Excellent communication and people management skills -Prior experience in fintech, lending, or BFSI is a strong plus This is a five days work from office and we are in Brookfield, Bengaluru.
Posted 2 weeks ago
18.0 - 20.0 years
30 - 40 Lacs
Kolkata
Work from Office
Role & responsibilities The candidate must be from a Listed Company having 15 to 18 years experience in the following : Handling all Secretarial matters including Managing all activities of Board, Committee & General Meetings including preparation of Notice, Agenda, drafting of resolution. Co-ordination with Independent Directors for Meetings related matters. Compliance with Companies Act, SEBI Guidelines, Listing Agreements and other laws Correspondence with Shareholders & other concerning various Investors grievances related matters. Handling matters relating to Bonus Issue, Listing and Delisting of Shares and necessary formalities in connection therewith. Handling Merger, Demerger of Companies Compliances of Corporate Governance. Attending investors grievances at various legal forums Managing of Dividend Distributions Coordination with the Stock Exchange, Depository, Registrar etc. Preferred candidate profile Must be a qualified Company Secretary with at least 15-18 years of relevant experience. Must have at least 5 years of experience working with a publicly listed company. Age Limit : 40-45years Max Location : Kolkata Perks and benefits : INR 30-40 l salary
Posted 2 weeks ago
3.0 - 8.0 years
7 - 8 Lacs
Bengaluru
Work from Office
We are looking for a Team Lead, Closing with a passion for the mortgage industry to develop and manage client relations the Altisource umbrella- This is a great time to join the team and be a part of a growing and stable organiza What you will do--- Manage the day to day closing pipeline, team management and all aspects related to the Closing Disclosure process- Monitor daily pipeline reports and ensure company policies and procedures are being followed by the associates, manage escalations from client and doing the root cause to fix the same- Maintain routine meetings with direct reports and clients- Troubleshoot and resolve any issues that may arise in the day to day with regard to loans in closing- Monitor quality control of the team work and taking necessary steps to improve team efficiency- Create, document and train CD process/checklist/procedures either solely or as part of larger project management team as a closing subject matter expert- Skills you bring--- A thorough knowledge of all TRID guidelines, CD process and procedures for closing of the loans- Experience with adherence and compliance with mortgage industry practices- 3 years of Closing Disclosure experience- Atleast 1 year of team management experience- Effective communication and team handling skills WORKING AT ALTISOURCE ADVANTAGES Prosperity Competitive salary based on your experience and skills we believe the top talent deserves the top rupee Good Health Comprehensive insurance plans ;- Medical insurance for employees and family, Personal Accident Benefit and Life Insurance for employees Wellness Programs Onsite doctor support, Psychologist, Counselor, Onsite health checkup camps etc- Happiness 10 paid holidays, plus 26 paid days off per year Lots of employee engagement activities both offsite (examples include cricket/football games and annual company celebrations) and onsite (examples include office stress buster events and quarterly Living our Values celebrations) Opportunities to join our community service initiatives, including Habitat for Humanity
Posted 2 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
Shimla
Work from Office
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-
Posted 2 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
Bengaluru
Work from Office
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-
Posted 2 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
Jammu
Work from Office
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-
Posted 2 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
Kolkata
Work from Office
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-
Posted 2 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
Dharmasala
Work from Office
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-
Posted 2 weeks ago
6.0 - 10.0 years
12 - 17 Lacs
Bengaluru
Work from Office
We are seeking an experienced and highly motivated B2B Payments Specialist with a strong sales acumen to join our growing team- This role is critical in expanding our market presence by acquiring and managing corporate clients, driving the adoption of B2B payment solutions, and forging strategic partnerships- You will be closely working with Banks and Corporates to build solutions for B2B Payments- Key Responsibilities: Corporate Acquisition & Relationship Management: Identify, prospect, and acquire new corporate clients across various industries, focusing on businesses with significant B2B payment volumes- Build and maintain strong, long-term relationships with key decision-makers within client organizations- B2B Deal Structuring & Closure: Lead the end-to-end sales cycle, from initial outreach to deal closure- This includes understanding client pain points, presenting tailored solutions, negotiating terms, and ensuring a seamless onboarding experience- Receivable & Payable Programs: Understanding how the program works and tie up with banks and fintech partners to close loop through payment gateway solution- Card Issuance & Payment Gateway Expertise: Leverage your understanding of card issuance programs (virtual cards, corporate cards, etc-) and payment gateway functionalities to craft integrated solutions for clients- Solution Design & Customization: Collaborate with product and technology teams to propose and develop customized payment solutions that address specific client requirements and industry nuances- Market Intelligence: Stay abreast of industry trends, competitive landscape, and regulatory changes within the B2B payments space, particularly in India- Sales Targets & Reporting: Consistently achieve and exceed assigned sales targets and KPIs- Banking Alliances: Work closely with Issuing and Acquiring teams of banks to close large deals- What You Bring: Proven Sales Experience (6-10 Years): A strong track record of success in B2B sales roles, specifically within the financial services or fintech industry, with a focus on corporate clients- B2B Payments Domain Expertise: In-depth understanding of the B2B payments landscape, including corporate treasury functions, supply chain finance, accounts receivable, and accounts payable processes- Experience in Acquiring & Managing Corporates: Demonstrated ability to identify, engage, and manage relationships with large and mid-sized corporates- Deal Structuring Prowess: Proven experience in structuring complex B2B deals, including those involving payment programs, card issuance, and payment gateway solutions- Strong Communication & Negotiation Skills: Excellent verbal and written communication, presentation, and negotiation skills- Ability to articulate complex solutions clearly and persuasively- Client-Centric Approach: A passion for understanding client needs and a commitment to delivering exceptional value- Self-Motivated & Target-Driven: Highly organized, results-oriented, and able to work independently as well as part of a team in a fast-paced environment- Educational Qualification: Bachelors degree in Business, Finance, Marketing, or a related field- MBA is a plus
Posted 2 weeks ago
3.0 - 5.0 years
9 - 10 Lacs
Bengaluru
Work from Office
The Senior Auditor reports to Team Leader, Originations Credit Quality Control- The team is responsible to review loans from an underwriter s perspective for Forward and Reverse Lending (Pre and Post Funding) and provide appropriate and timely feedback to the underwriter- The position requires a thorough understanding of Conventional, FHA and VA underwriting guidelines for Forward and Reverse Lending transactions- The Auditor is responsible to review a loan sample selected for prefunding quality assurance underwriting and/or post funding review due diligence underwriting, including but not limited to, ensuring the loan meets investor/insurer requirements, limited regulatory requirements and is within risk tolerance as it relates to mortgage lending- JOB FUNCTION AND RESPONSIBILITIES: The Quality Control Senior Auditor reports to Team Leader, Originations Credit Quality Control- The team is responsible to review loans from an underwriter s perspective for Forward and Reverse Lending (Pre and Post Funding) and provide appropriate and timely feedback to the underwriter with strong organizational, problem-solving, and analytical skills and acute attention to details- The position requires a thorough understanding of Conventional, FHA and VA underwriting guidelines for Forward and Reverse Lending transactions- Thorough working knowledge of US mortgage documentation, policies, compliance, and procedures along with investor guideline requirement- High level of proficiency with mortgage loan processing and underwriting systems and must have in-depth knowledge of Conforming, Non-conforming, FHA, and VA investor requirements- The Auditor is responsible to review a loan sample selected for prefunding quality assurance underwriting and/or post funding review due diligence underwriting, including but not limited to, ensuring the loan meets investor/insurer requirements, limited regulatory requirements and is within risk tolerance as it relates to mortgage lending- Complete working knowledge on 4 C s (Credit, Capacity, Capital, and Collateral)- Conventional and government investor specific working knowledge on all types of income calculation, credit reviews, Assets/Capital review, Appraisal review, AUS based and Manual underwriting related guideline requirements- QUALIFICATION: Bachelor s degree preferred- 3-5 years minimum Quality Control OR Mortgage Underwriting experience is required- Must have in-depth knowledge of Conforming, Non-conforming, FHA, and VA underwriting requirements Must have mortgage industry experience- Thorough working knowledge of real estate documentation, policies, compliance, and procedures- High level of proficiency with mortgage loan processing and underwriting systems- Commitment to excellence and high standards- Strong organizational, problem-solving, and analytical skills- Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm- Acute attention to detail- Proficient on computer programs required for position- Good judgment with the ability to make timely and sound decisions
Posted 2 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
Karaikkudi
Work from Office
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 Skills: Communication: Excellent verbal and written communications skills for interacting with team members and customers Sales and negotiationStrong negotiation skills to close deals and meet targets Customer Service: Ensuring that the sales team provides excellent customer service and addresses customer inquiries and complaints effectively Problem Solving: Identifying issues and developing effective solutions to overcame obstacles 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-
Posted 2 weeks ago
2.0 - 7.0 years
1 - 3 Lacs
Noida, Gurugram, Delhi / NCR
Work from Office
- Hire best in class sales advisors from open market - Generate leads from open market and sell various financial products - Train, Motivate and Grow your team of advisors - Generate more and more leads from advisors - Achieve monthly sales goals Required Candidate profile - Local candidate with good local network - Candidate have bike and driving license - Good in communication and confidence Perks and benefits Insurance + Incentives + Fasttrack Promotion
Posted 2 weeks ago
7.0 - 12.0 years
10 - 14 Lacs
Bengaluru
Work from Office
Team Risk About Navi Navi is one of the fastest-growing financial services companies in India providing Personal Home Loans, UPI, Insurance, Mutual Funds, and Gold. Navis mission is to deliver digital-first financial products that are simple, accessible, and affordable. Drawing on our in-house AI/ML capabilities, technology, and product expertise, Navi is dedicated to building delightful customer experiences. Founders Sachin Bansal Ankit Agarwal Know what makes you a Navi_ite Perseverance, Passion and Commitment Passionate about Navi s mission and vision Demonstrates dedication, perseverance and high ownership Goes above and beyond by taking on additional responsibilities Obsession with high quality results Consistently creates value for the customers and stakeholders through high-quality outcomes Ensuring excellence in all aspects of work Efficiently manages time, prioritizes tasks, and achieves higher standards Resilience and Adaptability Adapts quickly to new roles, responsibilities, and changing circumstances, showing resilience and agility Key responsibilities As Navi operates in the regulatory space, this role requires interpreting and helping implement regulations related to cyber security by Reserve Bank of India, IRDAI and SEBI, as well as any other applicable regulatory guidance related to the service offerings issued by relevant institutions Further to the point above, ensure on-going monitoring and compliance with existing regulatory expectations across these dimensions Ensuring that information security principles, policies, frameworks, standards and controls are defined, implemented and managed effectively. Partner and collaborate extensively with cross-functional teams, such as Engineering, Infrastructure, IT, Legal, and help minimize information security risks Architect and deliberate on the solutions that are compliant with relevant regulatory cybersecurity requirements Conduct and review results of Technology Risk Assessment, recommending mitigation strategies to bring the Risk to appropriate levels Naviis looking for aAssociate Manager Information Security to be part of the information security Ensure readiness of the organization for internal and external audits by keeping all documents, evidences, ready If required, represent Navi in Board and Board Committee meetings, as well as in discussions with regulators Conduct Security awareness programs, train personnel on data security privacy related processes and responsibilities Review / conduct Third Party Risk Assessments Vendor assessments before onboarding Review security solutions / controls implemented by Tech / Engineering teams, controls at data center, cyber / information security incidents, IT BCP and DR drills, cloud security controls Identify and define Security KPIs including weekly, monthly reports and update Security Dashboards Required Skills 4 -7 years of experience working in information security or compliance Prior experience in the Fintech/Startup industry and knowledge of one of the regulatory compliances like PCI DSS, RBI Master Directives, IRDA, SEBI cyber security guideline is required Hands-on approach in solving complex security problems Experience with Cyber Security Risk Management frameworks like ISO27001, NIST SP 800-37, etc Cyber Kill Chain, MITRE ATT&CK, or other relevant frameworks Working knowledge of Cloud environments like AWS, GCP is beneficial Exposure to Agile methodologies, DevOps, Cloud technologies is beneficial Ability to multi-task and meet deadlines, and to prioritize in a highly dynamic workenvironment Ability to balance risk, potential impact, resourcing, business drivers, and timelines Excellent verbal and written communication skills
Posted 2 weeks ago
3.0 - 8.0 years
7 - 8 Lacs
Bengaluru
Work from Office
What you will do... Manage the day to day closing pipeline, team management and all aspects related to the Closing Disclosure process. Monitor daily pipeline reports and ensure company policies and procedures are being followed by the associates, manage escalations from client and doing the root cause to fix the same. Maintain routine meetings with direct reports and clients. Troubleshoot and resolve any issues that may arise in the day to day with regard to loans in closing. Monitor quality control of the team work and taking necessary steps to improve team efficiency. Create, document and train CD process/checklist/procedures either solely or as part of larger project management team as a closing subject matter expert. Qualifications Skills you bring... A thorough knowledge of all TRID guidelines, CD process and procedures for closing of the loans. Experience with adherence and compliance with mortgage industry practices. 3 years of Closing Disclosure experience. Atleast 1 year of team management experience. Effective communication and team handling skills
Posted 2 weeks ago
1.0 - 6.0 years
3 - 6 Lacs
Bengaluru
Work from Office
We are seeking a dynamic and experienced Customer Service Analyst to join our team. This role requires strong communication skills and attention to detail, analytical skills, and a good understanding of processes and policies. Roles and Responsibilities: - Adhere to company standards for call / transaction handling, including call time, first-call resolution rates, and merchant satisfaction metrics. - Quick turnaround time to answer Merchant queries and maintain the right categorisation of tickets - Keen attention to detail to execute transactions and proactive thinking. - Attention to detail and ability to analyze information accurately. - Strong problem-solving and decision-making skills. - Strong proficiency/ experience in handling merchants complaints and transaction requests through voice and email response processes. - Accurately document interactions in the CRM system. - Handle complaints and escalations professionally and effectively. - Adhere to all company policies, procedures, and regulatory requirements. - Identify and assess Merchant needs to achieve merchant satisfaction and deliver quality responses. Follow communication procedures and process guidelines. - Go the extra mile to engage with Merchants and aim at Merchant Delight Minimum qualification - - Bachelors Degree - Minimum of 6 months to 1 years of experience, preferably in the fintech or banking domain. - Experience in monitoring transactions and ensuring compliance with relevant regulations. - Excellent communication skills, both written and verbal. - Ability to multitask and manage time effectively. - Ability to work collaboratively in a team environment. - Knowledge of industry trends and best practices in fintech or banking preferable
Posted 2 weeks ago
2.0 - 3.0 years
10 - 15 Lacs
Bengaluru
Work from Office
Job Summary We are looking for a proactive and detail-oriented Associate, Customer Success Partner to support day-to-day merchant operations and deliver outstanding customer experience. The ideal candidate will assist in resolving merchant queries, ensuring smooth transaction flows, and coordinating with cross-functional teams for timely issue resolution. A basic understanding of payment methods and reconciliation processes will be an added advantage. This role is a great opportunity for someone who is eager to learn and grow in the fintech/customer success space. Key Responsibilities End-to-End Ownership of Merchant Issues: Handle complex or high-value merchant concerns, ensuring timely and satisfactory resolution with minimal follow-ups. Escalation Management: Take ownership of L2/L3 escalations, coordinate with cross-functional teams (Product, Risk, Tech, FinOps), and ensure root cause identification and resolution. Workflow Optimization & SOP Design: Identify gaps in current processes and contribute to the creation or improvement of SOPs to enhance resolution efficiency and merchant experience. Merchant Communication & Stakeholder Alignment: Maintain clear and professional communication with merchants and internal stakeholders to keep all parties informed on resolution progress. Operational Reporting & Metrics Tracking: Track SLAs, TATs, and resolution quality metrics; generate reports for leadership to monitor performance and identify bottlenecks. Mentorship & Peer Support: Guide and mentor junior associates, conduct case reviews, and ensure adherence to quality and tone standards. Special Projects & Initiatives: Lead or contribute to strategic projects such as refund pattern analysis, feature enablement audits, or new payment flow adoption. Product Feedback Loop: Identify and relay recurring merchant feedback or product issues to the product/tech teams for prioritization. Audit Readiness & Compliance: Ensure all customer interactions, tickets, and resolutions are properly documented to support internal or regulatory audits. Required Skills & Qualifications Education : Bachelor s degree in Business Administration, Operations, or a related field. Experience : Minimum 2 3 years of experience in customer service, operations, or a similar domain. Knowledge of Payment Ecosystem : Familiarity with UPI, Net Banking, Card Payments, eNACH, settlement processes, and refund mechanisms. Key Competencies Customer-Centric Approach Leadership and Team Building Strategic Thinking and Problem Solving Expertise in Payment Ecosystem Data-Driven Decision Making Collaboration and Interpersonal Skills Why Join Us Be part of a dynamic and fast-growing team in the fintech space. Opportunity to work on high-impact projects and drive customer satisfaction. Collaborative work culture focused on innovation and excellence.
Posted 2 weeks ago
2.0 - 3.0 years
9 - 13 Lacs
Bengaluru
Work from Office
Job Summary We are looking for a proactive and detail-oriented Associate, Customer Success Partner to support day-to-day merchant operations and deliver outstanding customer experience. The ideal candidate will assist in resolving merchant queries, ensuring smooth transaction flows, and coordinating with cross-functional teams for timely issue resolution. A basic understanding of payment methods and reconciliation processes will be an added advantage. This role is a great opportunity for someone who is eager to learn and grow in the fintech/customer success space. Key Responsibilities Merchant Query Resolution : Act as the first point of contact for merchant issues raised through tickets, calls, or emails, ensuring prompt and accurate responses. Day-to-Day Support : Monitor transactions, settlements, and refund flows; flag anomalies and coordinate with internal teams for timely resolution. Documentation & SOP Adherence : Maintain accurate documentation of cases, update internal systems, and strictly follow SOPs to ensure consistent service delivery. Cross-Functional Coordination : Collaborate with risk, finance, and product teams to ensure queries are routed and resolved effectively. Merchant Education : Help merchants understand platform features, reporting tools, and basic troubleshooting steps to improve self-serve rates. Reporting & Data Entry : Assist in preparing basic MIS reports and trackers to provide visibility on merchant issues and resolutions. Escalation Handling (L1) : Flag potential escalations to the Senior Associate or Manager with context and suggested next steps. Process Improvement Suggestions : Proactively share observations and feedback on recurring merchant pain points to help improve internal processes. Required Skills & Qualifications Education : Bachelor s degree in Business Administration, Operations, or a related field. Experience : Minimum 2 3 years of experience in customer service, operations, or a similar domain. Knowledge of Payment Ecosystem : Familiarity with UPI, Net Banking, Card Payments, eNACH, settlement processes, and refund mechanisms. Key Competencies Customer-Centric Approach Leadership and Team Building Strategic Thinking and Problem Solving Expertise in Payment Ecosystem Data-Driven Decision Making Collaboration and Interpersonal Skills Why Join Us Be part of a dynamic and fast-growing team in the fintech space. Opportunity to work on high-impact projects and drive customer satisfaction. Collaborative work culture focused on innovation and excellence.
Posted 2 weeks ago
0.0 - 8.0 years
2 - 10 Lacs
Pune
Work from Office
Sales Manager - Pune Opening: 1 Nos. Job ID: 113110 Employment Type: Full Time Reference: Work Experience: 3.0 Year(s) To 8.0 Year(s) CTC Salary: Not Disclosed by Recruiter Function: ITES / BPO / KPO / Customer Service / Operations Industry: Account/Finance/Tax consulting Qualification: Any - Any Graduation Location: Pune Posted On: 21st Jul, 2025 Share On WhatsApp Share LinkedIn Share Facebook Share Twitter Job Description: We have an urgent opening for the position of Sales Manager for a reputed Company at Pune location Job Description: Establish and manage corporate and other partnerships Generate medical loans at the channel / partner hospitals and wellness clinics Serve as Arogya Finance ambassador not only to patients but to physicians and staff at partner hospitals Responsible for continuously educating hospitals on the company s latest offerings Process loan files based on the credit policy Conduct personal discussion with potential customers Keep a track of competitor marketing and promotional campaigns Submit MIS reports Meet customers for overdue collection Work independently on the delegated financial powers Proficiency in credit underwriting will be an advantage Skills Required: Excellent communication and interpersonal skills Experience in Client facing Strong organizational skills and attention to details High level of motivation and drive High level of comfort working in a fast-paced, independent environment Report to: Business Head Qualification: MBA/ Post Graduate / Graduate (Any Graduate, 7+ years of experience) Key Skills : Banking Operation Operations Mis Computer Knowledge Sales Bd
Posted 2 weeks ago
10.0 - 18.0 years
7 - 11 Lacs
Bengaluru
Work from Office
Job Title : QA Manager Exp: 15 to 18 Years Location: Jaipur Domain Banking testing domain is Must to apply for this role Skills: Liabilities - Loans Requirements About the Role: We are seeking a highly experienced and strategic Quality Assurance (QA) Manager to lead the testing initiatives for our critical core banking applications in Bangalore. This role demands a proven leader with deep domain expertise in key banking areas, including Liabilities (CASA - Current Account, Savings Account), Lending (Loans), and regulatory aspects like TDS (Tax Deducted at Source). The successful candidate will be responsible for defining, implementing, and overseeing comprehensive QA strategies to ensure the highest quality, reliability, and compliance of our banking systems. You will lead a team of dedicated QA professionals, foster a culture of excellence, and collaborate closely with product, development, and business teams to deliver robust and secure financial solutions. Key Responsibilities: QA Strategy & Vision: Develop and execute a robust QA vision and strategy aligned with the organizations business goals and technological roadmap for Liabilities, Lending, CASA, TDS, and Loans applications. Define and implement scalable and efficient testing methodologies, processes, and standards across the entire software development lifecycle (SDLC) within an Agile/DevOps environment. Drive continuous improvement in QA practices, embracing industry best practices and emerging trends (e.g., AI-driven testing, shift-left, shift-right testing). Team Leadership & Management: Lead, mentor, coach, and motivate a team of QA engineers and leads, fostering a high-performance culture focused on quality, innovation, and collaboration. Manage resource allocation, define team objectives, conduct performance reviews, and support the professional development of team members. Participate in the recruitment and onboarding of new QA talent. Domain Expertise & Test Assurance: Possess deep subject matter expertise in core banking modules, specifically: Liabilities: Detailed understanding of CASA (Current Account, Savings Account) product features, account opening, maintenance, closures, interest calculations, and transaction processing. Lending: Comprehensive knowledge of various loan products (Retail, Corporate, Agri, SME), loan origination, disbursement, repayment schedules, interest accruals, foreclosure, and collection processes. TDS: Expertise in TDS calculations, deductions, reporting, and compliance as per Indian regulatory guidelines. Integrations: Understanding of how these modules integrate with other banking systems (e.g., General Ledger, CRM). Oversee the creation and review of detailed test plans, test cases, and test data for complex banking scenarios, ensuring comprehensive test coverage. Ensure adherence to regulatory compliance (e.g., RBI guidelines, KYC, AML, data privacy) throughout the testing process. Test Automation & Tools: Champion and drive test automation initiatives, including selecting appropriate automation tools and frameworks (e.g., Selenium, Appium, API testing tools like Postman/Rest Assured, database automation tools). Oversee the development, maintenance, and execution of automated test suites to enhance regression testing efficiency and accelerate release cycles. Explore and integrate advanced testing techniques such as performance testing, security testing, and data integrity testing for large-scale financial data. Quality Metrics & Reporting: Establish and track key quality metrics (e.g., defect leakage, test coverage, automation progress, release quality). Provide regular, insightful reports and dashboards on product quality, testing progress, and risks to senior management and cross-functional stakeholders. Conduct root cause analysis for critical defects and implement preventive measures. Stakeholder Collaboration: Act as a primary point of contact for quality-related discussions with Product Owners, Business Analysts, Development Leads, and Project Managers. Collaborate closely with development teams to embed quality throughout the development process (Shift-Left approach). Facilitate User Acceptance Testing (UAT) and support production deployments, ensuring a smooth transition. Required Skills and Qualifications: Bachelors or Masters degree in Computer Science, Information Technology, or a related field. Minimum of 10+ years of progressive experience in Quality Assurance , with at least 4-6 years in a QA Management or Lead role within the Banking & Financial Services domain. Mandatory and extensive hands-on experience in testing core banking applications with deep expertise in: Liabilities (CASA - Current Accounts, Savings Accounts) Lending (Loans - Retail, Corporate, etc.) TDS (Tax Deducted at Source) calculations and reporting Proficiency in related banking processes (e.g., account opening, KYC, loan origination, disbursement, repayments). Proven experience in defining and implementing QA strategies, processes, and best practices in an Agile/Scrum environment. Strong knowledge of test management tools (e.g., Jira, Azure DevOps, HP ALM Octane, TestRail). Solid experience with test automation frameworks and tools (e.g., Selenium, Appium, API automation tools). Expertise in writing and executing complex SQL queries for database validation and data integrity checks. Excellent leadership, communication (written and verbal), interpersonal, and presentation skills. Ability to manage multiple projects, priorities, and cross-functional teams effectively. Strong analytical, problem-solving, and decision-making capabilities. Preferred Skills: ISTQB Advanced Level or Expert Level Certification. Experience with performance testing tools (e.g., JMeter, LoadRunner) and security testing methodologies. Familiarity with CI/CD pipelines and DevOps practices. Knowledge of scripting/programming languages (e.g., Java, Python). Understanding of microservices architecture and cloud-native testing. Why Join Our Team Join a leading financial institution that is investing heavily in its digital transformation journey. This is a critical leadership role where you will drive the quality of our core banking systems, impacting millions of customers and ensuring regulatory adherence. We offer a challenging yet rewarding work environment, opportunities for continuous learning, competitive compensation, and a chance to build a legacy in the evolving FinTech landscape. Company Overview Yethi is a boutique QA product and solutions company for BFS Domain. We are building next generation AI/BOT driven automation tools and solutions to improve the best-in-class Quality Assurance solutions that are adopted by large fortune 500 BFSI enterprises. Founded by seasoned fin-tech professionals with deep domain expertise and executive leadership with large technology companies. We are a software solutions firm invested in building the next generation of tools and solutions to improve the quality of digital technologies being adopted within the BFSI industry. Founded by seasoned senior Fintech professionals, we bring years of domain expertise and global experiences to play. Our clients currently span across India, Southeast Asia, Europe, Africa and the Middle-East. Our close partnerships with clients, unique methodology, subject matter expertise, global experience and unique set of tools help us deliver innovative, effective and executable solutions. Our entrepreneurial spirit helps us to continually discover better ways to address our clients needs. Specialties Software Product, Testing Automation, Core Banking, Testing, FinTech, BankTech, Quality Assurance, Automation, robotic test automation, banking, BFSI, Software Testing, Temenos, Digital Banking, Finacle, FLEXCUBE, Finastra, and Origination Software. workplace Yethi has offices in 4 cities (Bangalore, Mumbai, Chennai, Jaipur) and clients across 22 countries. More info logon to www.yethi.in
Posted 2 weeks ago
10.0 - 12.0 years
4 - 5 Lacs
Ahmednagar
Work from Office
Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language
Posted 2 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
Ernakulam
Work from Office
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
Posted 2 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
Chhipabarod
Work from Office
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.
Posted 2 weeks ago
8.0 - 12.0 years
8 - 12 Lacs
Mumbai
Work from Office
Job Description: It is a regulatory reporting role while leading a team of 5-7 team members. Candidate should have understanding and experience of Trade finance related regulatory reporting to both internal and external stakeholders (regulators, govt agencies) with accuracy and on timely basis. Namely Interest Equalization statement, Trade Credit, NESL- National E-Governance Services Ltd, Import of gold return, Stressed Asset Reporting SMA reporting1, R returns, FIU-KYC Data, Risk based supervision . Refer below highlighted details for more reports. ** Knowledge of regulations, FEMA, RBI circulars and Master Directions related to trade products (Exports,Imports, Guarantees, Financing relevant reporting) Handling regulators government agencies with regards to adhoc investigation/ queries related to trade transactions by bank. (Data collation and drafting of response in coordination with internal stakeholders), EDPMS/IDPMS discussion with Regulators. Close coordination with stakeholders (Finance, Business, Product, Compliance, CS, IT, Branch, Backoffice, loan ops,etc to collate data required to be filed at the bank level with regulators and also provide data required / sought by other departments. Experience in handling Internal and external audits I.E, RBI audits, Concurrent, Statutory, RBS Tranche I III, Swift Controls, Group Audits, Internal testing. RBI Inspections, Submissions to RBI on RAR RMP Observations. Working on closure of audit reports, SII, Findings. Working with finance on trade related reporting including RWA, Classification of guarantees, Asset liability related data for trade volumes, transfer pricing between group entities. Team management and guidance to team on reporting (Daily overdue reporting, LC devolved, BG invoked) and other BAU related queries. NPA monitoring and understanding of SMA reporting for trade overdue transactions. Experience of automation related to trade reporting, un-serviced interest, NPA. Preparation of RBI application for approvals related to export, import, guarantees transactions not falling under RE delegation. GST reporting related to Trade finance transaction. Vendor Governance (Audit Ops outsourcing) Trade accounts governance - Internal, Nostro, working account, A/R, A/P. Skills: Extremely strong written and verbal communication skills Driven and motivated to work under tight timelines Extremely diligent and hardworking to efficiently manage deadlines. Excellent skills in using MS Office - Power point and Excel Experience in Trade regulatory reporting, devising MIS, running initiatives within a complex organizational structure and people management experience. ** Reports : Interest Equalization statement, Trade Credit Form monthly, Import of gold return, NESL- National E-Governance Services Ltd, Import of gold return monthly, Trade Credit Form, EXIM Bank Letter, Bal Memo , NOOP BA NOOP CIE report overdue status of customers >= 30 days , DEAF Form I, (CRILC)1Central Repository Information on Large Credits inputs, DEAF Form III, Reg tech- Automated Data Extraction Project (ADEPT), Term Loan mis--report on collection efficiency, R returns, FIU-KYC Data, Risk based supervision, Network FSU Report, Stressed Asset Reporting SMA reporting1, ALE Report, Hedging of Commodity Price Risk and Freight Risk in Overseas Markets, TF Loans file - RBI product codes, Form 15CC RAQ on export credit: section 7, Disbursement data RAQ section 4:Section 4: Change in Asset Quality Profile and Recoveries of NPAs, Debit summation (PSL), Bills for Collection, international Banking Statistics, Data on outstanding loans composition, Share of Link loan to MCLR and Base rate, Unhedged Foreign Currency Exposure, External Benchmark file, Special Monthly return SMR VI AB, Cross Border Wire Transfer- FIU, Export Credit Data / Controlling figs + FBRDs, Default reporting for Merchanting txns, Statement of Advance Remittance without bank guarantee or standby letter of credit where the amount of advance is equivalent to or more than USD 5 million for import of Rough Diamonds, Import of Rough, Cut and Polished Diamonds, CERSAI REPORT, Long term export Advance report, Escrow Report, DEAF, CTR, NPA reports , etc. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Working in the regulatory reporting team, interacting with various stake holders within Trade Finance and also across various departments of the bank. Candidate shall be responsible for ensuring accurate and timely filing of various regulatory reports of Trade Finance Operations and leading the team to manage the regulatory support activities. Your skills and experience - Graduate /Post graduate /MBA/Cas in with an industry experience of about 8 to 12 years is preferable. Looking for a candidate with experience in Regulatory reporting, Providing data to RBI during Inspections, Risk and Controls, Trade finance Operations (LC, BG, Import - Export docs, Financing, structured products, supplier finance) knowledge. How we ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.
Posted 2 weeks ago
8.0 - 12.0 years
10 - 11 Lacs
Noida
Work from Office
RPMG: Cluster Portfolio Manager - SBB loans INTERNAL USAGE No. of Vacancies Reports to Circle Portfolio Manager Is a Team leader Y Team Size Grade SM Business Retail Banking Department Retail Portfolio Management Group Sub - Department SBB Loans Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Cluster Portfolio Manager handles multiple centers which handles Risk 60 portfolio. The Cluster Portfolio manager ensures NPA resolution and manages the portfolio as per the existing process. The Cluster Portfolio manager also ensures compliance with the audit procedures of the bank Key Responsibilities Ensure maximum release from the NPA pool by achieving the required resolution target as per the business requirement Ensure minimum addition to the NPA pool by keeping the portfolio in check by maintaining the delinquency level Manage the team of Bucket Managers and ensure achievement of the monthly resolution targets Ensure adherence to the set process and audit requirements in place Ensure minimum forward flow from the buckets Create a performance oriented environment leading to high employee motivation and productivity Ensure that all staff are adequately trained on the products of the bank, processes and various policies of the bank Qualifications Graduation/ Post-Graduation from a recognized institute Min 5 yeas of relevant experience in NBFC/Banking Industry Role Proficiencies Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines
Posted 2 weeks ago
8.0 - 12.0 years
10 - 11 Lacs
Agra
Work from Office
RPMG: Cluster Portfolio Manager - Tractor Loans INTERNAL USAGE No. of Vacancies Reports to Circle Portfolio Manager Is a Team leader Y Team Size Grade SM Business Retail Banking Department Retail Portfolio Management Group Sub - Department Tractor Loans Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Cluster Portfolio Manager handles multiple centers which handles Risk 60 portfolio. The Cluster Portfolio manager ensures NPA resolution and manages the portfolio as per the existing process. The Cluster Portfolio manager also ensures compliance with the audit procedures of the bank Key Responsibilities Ensure maximum release from the NPA pool by achieving the required resolution target as per the business requirement Ensure minimum addition to the NPA pool by keeping the portfolio in check by maintaining the delinquency level Manage the team of Bucket Managers and ensure achievement of the monthly resolution targets Ensure adherence to the set process and audit requirements in place Ensure minimum forward flow from the buckets Create a performance oriented environment leading to high employee motivation and productivity Ensure that all staff are adequately trained on the products of the bank, processes and various policies of the bank Qualifications Graduation/ Post-Graduation from a recognized institute Min 5 yeas of relevant experience in NBFC/Banking Industry Role Proficiencies Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines
Posted 2 weeks ago
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