1635 Loans Jobs - Page 2

ASSET MANAGEMENT JOB SUMMARY AND RESPONSBILITIES Working on fund of fund Investment cash process for private equity funds and performing various subset functions Reviewing monthly NAV for private equity funds and resolve breaks with the Admins Maintain team procedures and provide regular management reporting to senior operations managers| Performing daily cash & position reconciliation with custodians for private equity transaction Collaborate with other departments and external stakeholders to support the transaction execution process Manage inter-company payable/receivables, invoice review/processing and coordination of fund expenses Leverage your attention to detail by managing daily responsibilities and inquiries, while also working on enhancing your project management skills working on key market initiatives and internal system enhancements Grow with a strong team and develop a deep understanding of products and complex transactions while working with our business partners BASIC QUALIFICATIONS Qualified M.Com/B.Com with experience in the alternative investment/private funds market and process management desired Work Experience: 1-3 years Good Private equity / accounting knowledge as well as MS Office knowledge (Word, Excel) required. Good knowledge of financial statements preparation & review; USGAAP and IFRS knowledge PREFERRED QUALIFICATIONS Able to grasp new concepts quickly and work in a team environment. Excellent interpersonal, client relationship and communication (written and verbal) skills. Self-starter, inquisitive, enthusiastic with a strong analytical mind-set Ability to handle multiple projects, deadlines, personalities, and broad-based coverage. Knowledge and understanding of Excel, PowerPoint, Word, and adaptability to other software products. Ability to work in a fast-paced, team-oriented environment. Effective problem solver, attention to detail and ability to work to tight deadlines under pressure. Risk management focus

Job Description Roles and Responsibilities at Excelsis Provide leadership, guidance, mentorship, and professional expertise to manage the Finance team and deliver financial responsibilities across the organization. Develop analytical and financial insights for critical decisions related to resource allocation, investments, and external partnerships. Analyze cost drivers, identify concerns proactively, and implement corrective actions to improve productivity. Ensure cost-efficient and effective purchasing support across all Business Units. Develop predictive models and activity-based financial analysis to inform business operations and planning, including active and passive investments. Handle Strategic Financial Management such as Mergers & Acquisitions, Corporate Restructuring, IPOs, and Capital Investment Planning. Lead budget planning and monthly forecasting; provide analysis and commentary on variances vs. budget and prior forecasts. Ensure monthly capex re-forecasting and variance analysis with respect to previous plans. Manage Funds Planning, Project Financing & Treasury Management including cash flow, collections, disbursements, and sourcing of working capital and term loans. Oversee external statutory and group reporting, and coordinate all tax-related activities. Maintain strong relations with external auditors and ensure adherence to financial compliance standards. Recommend appropriate budget levels based on revenue and expenditure trends and ensure effective control. Ensure financial compliance with accounting standards, policy guidelines, fixed asset accounting, and finalization of accounts. Manage Taxation (Direct & Indirect): Tax Planning, Compliance, and support in tenders/bids with proper tax implications. Identify and mitigate risks (political, business, operational, financial). Manage billing and receivables including billing cycles and receivables analysis. Address financial matters related to purchase proposals, export/import issues. Prepare and present financial reports and analysis to the Executive Committee (ExCom). Lead ERP implementation, improvement, and ongoing management. Subject Proficiency Portfolio Management Capital Markets Derivatives Financial Modelling Costing Modelling Treasury Management Skillsets Required Relationship Savvy Results Oriented Service-oriented ready to go the extra mile Completion of any relevant professional courses is a plus Excellent planning and leadership abilities Knowledge of the latest industry trends and markets People Management Skills Apply Now Full Name * Email * Contact No. * Country * City * How did you find about this position * Were you referred by an existing employee *

Job Description: As the Vice President of Strategy , you will be responsible for shaping and executing strategic initiatives across multiple business verticals, including Primary, Syndicate, Mandate, and Loans. You will lead a high-performing team to deliver actionable insights, drive process optimization via technology, and ensure seamless collaboration across sales, marketing, and operations. This role combines strategic thinking, operational rigor, and cross-functional leadership to support business growth and productivity. Reports to: Chief Executive Officer (CEO) Key Responsibilities: Strategic Planning & Business Growth Define and execute medium- and long-term strategic initiatives to achieve growth targets across core business verticals. Conduct in-depth market analysis and competitive benchmarking to identify emerging trends, opportunities, and risks. Collaborate with senior leadership to align business goals and strategic direction. Evaluate new business models, partnerships, and go-to-market strategies to strengthen market positioning. Team Leadership & Capability Development Build, mentor, and lead a dynamic strategy and operations team. Foster a culture of high performance, innovation, and continuous learning. Ensure that strategic priorities are cascaded effectively and executed with discipline. Process Optimization & Technology Enablement Lead initiatives to enhance operational efficiency through process reengineering and digital transformation. Identify and implement technology tools to optimize sales funnels, marketing automation, CRM, and analytics platforms. Partner with product and engineering teams to align platform capabilities with business needs. Business Intelligence & Reporting Oversee the development of dashboards and KPIs for performance tracking across verticals. Ensure timely, accurate, and actionable reporting for leadership and functional heads. Leverage data analytics to drive insights into customer behavior, sales productivity, and market effectiveness. Cross-Functional Stakeholder Management Serve as the strategic liaison across functions such as sales, marketing, product, finance, and technology. Align cross-functional teams around common objectives, ensuring smooth execution of strategic initiatives. Present regular updates, recommendations, and outcomes to the executive team. Special Projects & Business Transformation Lead mission-critical projects such as expansion strategies, organizational restructuring, M&A evaluations, or new product launches. Own end-to-end execution of strategic initiatives from concept to results. Candidate Profile: Education & Experience MBA from a Tier 1 institute (IIMs, ISB, XLRI, FMS, etc.) or equivalent; engineering background is a plus. 10-15 years of experience in corporate strategy, business operations, management consulting, or strategic roles within fast-paced organizations. Proven track record in leading cross-functional teams and implementing large-scale initiatives. Skills & Competencies Strategic mindset with strong problem-solving and analytical abilities. Hands-on experience with sales, marketing, and business process automation tools (CRM, ERP, BI platforms). Excellent communication, stakeholder management, and presentation skills. Ability to work in a dynamic, entrepreneurial environment with a high degree of autonomy. Strong financial acumen with experience in P&L ownership, budgeting, and cost optimization is preferred. Why Join Us? Be part of a high-growth real estate tech company at the forefront of innovation. Drive impact across diverse verticals with real-world business transformation. Work with a team that values agility, collaboration, and results. Key Skills : Business Strategy Corporate Strategy

Job Summary: This role requires strong knowledge & experience in Sanctions, AML and Financial crimes.The role will also focus on KYC due diligence, website assessment and risk assessment associated with merchant onboarding and Transaction monitoring covering all aspects of business model validation and compliance. Roles and Responsibilities: Conduct on boarding and ongoing customer due diligence. Conduct, and perform quality control relative to, a variety of investigation types, including suspicious activity, sanctions, and enhanced due diligence. Manage daily escalation queues, handling complex or exception cases from business and operations teams. Participate in process improvement, identifying and implementing best practices in effective and innovative ways. Subject matter expert with comprehensive knowledge about AML, KYC policies, fraud control, risk categorization policies, monitoring, evaluation, review, and report associated. Excellent knowledge of reporting procedures and record keeping guidelines. Ability to communicate clearly and precisely to the point. Should be familiar with screening tools Dow Jones,Lexis nexis. Qualifications Required: Freshers, knowledge about a customer support app or CRM, such as Freshdesk Knowledge of Stages/levels of chargebacks, penalty involved at the arbitration stage, technical chargebacks, Visa/Mastercard guidelines in brief, reason code in relation to fraud chargebacks. Interpersonal skills - Friendly and pleasant demeanor over phone and email Communication skills - Exceptional verbal and written communication Listening skills - Understand, anticipate, and resolve queries arising from various stakeholders Attention to detail and accuracy - Excellent organizational skills and multitasking skills. Identify anomalies or suspicious behaviours. Bachelors Degree.

Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non-Bundled through Lead fulfilment & Field Activity on existing Data Base Manage, control & own all channels businesses. Recruit, retain, manage & build a productive team of Off Roll employees Maintain delinquency on the portfolio, in line with the Product Segment. Take Care of customer Escalations and Complaint Monitor & measure key conversion, productivity & data penetration metrics Learning and Understanding of CRM & lending system - Salesforce.com & Finnone is must. Effectively engage with Credit, Operations & Risk teams. Hygiene Management - This form the crucial part of car refinance business - effective monitoring and PDD Collection. Tracking cases at every stage to have better control. Required Qualifications and Experience Graduates with relevant experience of 2-3 prior work experience of Direct or Channel sales in loans. Experience in Insurance will be an added advantage Ensure to update status within 24 hrs of lead received. Ability to Recruit FOS through different channels. Maintain a pickup percentage as per the metric. Maintain FOS productivity as the metric. Excellent Team Handling and problem resolving ability. Good hands on experience and knowhow for working on Data Management and MS Office. A good team leader to handle the team and achieve the set target. Exceptionally high motivational levels and needs to be a self-starter.

Generate insights based on analysing and retrieving data for Razorpay products Perform requirements gathering, analysis, end-to-end management, and delivery of projects to achieve business objectives Develop the project plan, liaise with stakeholders, schedule and assign resources, track and ensure timely delivery, ensuring critical success factors are met Develop review schedules and acceptance criteria Monitor and report metrics regarding project progress Develop and maintain comprehensive project documentation Establish good working relations with other Razorpay teams (BA, Support & Ops, Sales, Banking, etc) to get work done and ensure project success Be responsible for making project decisions, achieving tactical goals while retaining a strategic focus Key Competencies / Requirements : 3-5 years of work experience with 2 years of experience either in consulting, strategy or founder office roles Ability to work in an ambiguous and unstructured environment Excellent stakeholder management and communication skills Strong organization skills including attention to detail and multi-tasking skills Ability to handle multiple competing priorities in a fast-paced environment Good business acumen Knowledge of SQL and Microsoft Office/Google suite is a plus

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations. Under Graduate/ Graduate in any discipline

ASSET MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors , spanning traditional and alternative markets offering products and services Advisors , understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfolios Thought Leaders , providing timely insights across macro and secular themes to help inform our clients investment decisions Innovators , using our suite of digital solutions to help our clients address complex challenges and meet their financial goals YOUR IMPACT The Analyst will be responsible to support the Private equity business within GSAM infrastructure and ensuringtransaction data accuracy in internal operations systems. The ideal candidate will be exposed to several different strategies across a complex product within Alternative strategies. The candidate will be expected to learn quickly and add value in understanding the front to back support for private equity business ie, onboarding, on-going support, reporting and reconciliations. OUR IMPACT Goldman Sachs Asset Management delivers innovative investment solutions through a global multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. Goldman Sachs Asset Management is one of the pre-eminent investment management organizations globally. Critical to the success of Goldman Sachs Asset Management is our ability to leverage a global team of talented professionals and deliver continued innovation to meet our client s evolving needs. The External Investment Group (XIG) Group provides investors with investment and advisory solutions, across leading hedge fund managers, private equity funds, real estate managers, and traditional long-only managers. The XIGGroup manages globally diversified programs, targeted sector-specific strategies, customized portfolios, and a range of advisory services. Our investors access opportunities through new fund commitments, fund-of-fund investments, strategic partnerships, secondary-market investments, co-investments, and seed-capital investments. With over 300 professionals across eight offices around the world, the XIG Group provides manager diligence, portfolio construction, risk management, and liquidity solutions to investors, drawing on Goldman Sachs market insights and risk management expertise. We extend these capabilities to the worlds leading sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, and family offices, for which we invest or advise on over $300 billion. The XIG Operations team supports the XIG desk and has responsibility for various aspects of portfolio accounting, liquidity, credit facility management, foreign currency transactions, payments, and serves as the single point of contact for all business-related inquiries. These functions cover a wide range of clients and a complex product range, which include equities, money markets, currency, leveraged financing, asset backed loans, and derivatives. The XIG team supports portfolio managers, risk managers, sales, and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios and strategies. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and to shape and implement solutions for new clients, products, strategies, and system architecture. The group continues to focus on best in-class client experience and working closely with the business to maintain and enhance client relationships. JOB SUMMARY AND RESPONSBILITIES Working on fund of fund Investment cash process for private equity funds and performing various subset functions Reviewing monthly NAV for private equity funds and resolve breaks with the Admins Maintain team procedures and provide regular management reporting to senior operations managers| Performing daily cash & position reconciliation with custodians for private equity transaction Collaborate with other departments and external stakeholders to support the transaction execution process Manage inter-company payable/receivables, invoice review/processing and coordination of fund expenses Leverage your attention to detail by managing daily responsibilities and inquiries, while also working on enhancing your project management skills working on key market initiatives and internal system enhancements Grow with a strong team and develop a deep understanding of products and complex transactions while working with our business partners BASIC QUALIFICATIONS Qualified M.Com/B.Com with experience in the alternative investment/private funds market and process management desired Work Good Private equity / accounting knowledge as we'll as MS Office knowledge (Word, Excel) required. Good knowledge of financial statements preparation & review; USGAAP and IFRS knowledge PREFERRED QUALIFICATIONS Able to grasp new concepts quickly and work in a team environment. Excellent interpersonal, client relationship and communication (written and verbal) skills. Self-starter, inquisitive, enthusiastic with a strong analytical mind-set Ability to handle multiple projects, deadlines, personalities, and broad-based coverage. Knowledge and understanding of Excel, PowerPoint, Word, and adaptability to other software products. Ability to work in a fast-paced, team-oriented environment. Effective problem solver, attention to detail and ability to work to tight deadlines under pressure. Risk management focus

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES 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

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: Bachelor s Degree from an accredited college or university Professional Accounting/Finance designation considered an asset (CFA, CPA) Some knowledge of Syndicated and Private Loans an asset Strong customer relationship skills Excellent attention to detail Ability to manage time effectively, set priorities and meet deadlines Strong proficiency with Microsoft Office suite, especially Excel Our Benefits Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Use 3rd Party Sentry software to complete daily operational deliverables in line with client service level agreements. Primarily activity in positions, trades, credit activity and asset setup/verification. Evaluate cash flows, financing and risk associated with Syndicated and Private Loans based on loan covenants. Analyze, investigate and resolve issues; prepare reports for assessment and sign off, with respect to Loan activity Work directly with Agents and 3rd Party Loan Servicers to validate transactions and holdings. Prepare auditable support for bank loan portfolio and cash activity, in preparation for monthly financial statements Apply attention to detail when using existing tools, controls and processes. Support the conversion of any new clients and the migration of tasks from other locations. Maintain positive and professional working relationships with clients and other contacts across the function and organization. Train newer staff members of the team on the process and cross train with other members of the team, to ensure you are able to provide coverage in times of absence.

Join us as a Special Asset Management - SME Case Management at Barclays, where youll spearhead the evolution of our digital landscape, driving innovation and excellence. Youll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. SAM operates across the UK Corporate, Investment and Private Bank providing advice and support to colleagues with counterparties displaying deteriorating risk. We also assume credit responsibilities for cases we adopt. Colleagues in Mumbai perform a range of activities which involves working closely and supporting the SAM Deal team with the delivery of case management activities, in compliance with Group Polices and standards. In addition, the team also supports control related activities and impairment analysis and reporting in line with governance and control framework. The team also actively is involved with numerous projects that include supporting strategic initiatives. To be successful as a Special Asset Management - SME Case Management, you should have experience with: Basic/ Essential Qualifications: Bachelor s degree or foreign equivalent preferable, but not essential. Credit and risk management experience (or equivalent commercial experience), Strong background in financial analysis, Possess a high degree of self-motivation and energy, the ability to drive for results, and a track record of setting and achieving goals and meeting schedules. Possess the presence, maturity, and credibility to present effectively to internal and external stakeholders. Possess excellent interpersonal, verbal and written communication skills and have the ability to clearly articulate complex concepts and ideas. Possess excellent stakeholder management and relationship skills, excellent negotiation and influencing skills. Effective time management and a proven ability to work to deadlines. Team player. Desirable skillsets/ good to have: Knowledge of financing products and services used by Investment and Corporate Banking clients. Experience of operating controls and drawing conclusions from the outcome Excellent time management skills. Ability to manage expectations, challenging upwards if necessary. Ability to use initiative and to work to deadlines. Negotiation and/or influencing skills. Expertise in all Microsoft Office applications (particularly excel and PowerPoint) and applications relating to financial and credit analysis. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role will be based out of Mumbai. Purpose of the role To minimise the banks losses on troubled loans by actively working to restructure, recover, or dispose of delinquent or non-performing loans, they are the banks financial detective, uncovering the reasons behind loan defaults, negotiating repayment plans, and implementing solutions to maximize recoveries. Accountabilities Identification and analysis of delinquent or restructured loans with deteriorating financial conditions. Analysis of borrowers financial statements, business plans, and market conditions to assess repayment potential. Monitoring and tracking of the performance of workout plans, ensuring compliance with agreed-upon terms. Development and proposition of comprehensive workout plans that balance recovery maximisation with borrower viability. Negotiation and finalisation of settlements or pursue litigation as necessary, in line with bank policies and regulations. Operation of an effective control environment to ensure compliance with relevant bank policies and regulations. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs.

Credit Support Manager - Associate role, a pivotal position within our Loans group. This role is integral to our team, offering the opportunity to engage with various facets of banking operations. As a Credit Support Manager - Associate, you will be responsible for executing specific tasks and requirements, contributing to the seamless functioning of our banking office. Join us to make a significant impact and gain valuable exposure in the financial industry Job Summary As a Credit Support Manager - Associate in our Loans group, you will oversee daily team activities to ensure compliance with Service Level Agreements (SLAs). Your responsibilities will include supervising processes such as Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This role offers a unique opportunity to develop your skills in managing Nostro Past Due Reconciliation while making a significant impact on our operations. Job Responsibilities Monitor the team daily to ensure all SLAs are met and escalate exceptions for resolution. Supervise processes including Deal Closing, Drawdowns, Rollovers, and more. Ensure adherence to QUALITY QUANTITY SLAs with a robust workflow model. Serve as the SME, handling complex queries and routing them to onshore teams if needed. Implement a Knowledge Management model with SOP maintenance and training. Drive 100% compliance with Process Policies, Guidelines, and Controls. Motivate and support team members to achieve their goals and identify high-potential employees. Identify alternatives and options for addressing issues and exploring scenarios. Collaborate effectively with colleagues, leveraging diverse skills to achieve goals. Identify training needs for process and soft skills to enhance performance. Ensure team depth with trained backups for critical work queues. Required qualifications, skills and capabilities Hold a bachelors degree with minimum 10 years of relevant Credit Support experience in syndicated loans or the financial industry. Possess knowledge of loan systems like Loan IQ. Demonstrate expertise in nostro/cash matching, General Ledger reconciliation, and SWIFT/remittance systems. Exhibit strong problem-solving and investigative skills to analyze and resolve process-related issues. Maintain a strong risk and control mindset. Understand investment banking products, including loans. Drive projects effectively, showcasing strong people, performance, and escalation management skills. Preferred qualifications, skills and capabilities Influence and lead conversations effectively with stakeholders. Demonstrate executive presence by summarizing, recommending, and presenting issues and solutions to senior management. Cultivate strong interpersonal and communication skills for domain learning. Apply analytical thinking and problem-solving skills to challenges. Understand product lifecycle and area product management.

Loan Servicing Specialist - Operations Analyst, a vital role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment. Job Summary As a Loan Servicing Specialist - Operations Analyst within our Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve working across various processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This position offers a unique opportunity to enhance your skills in performing Nostro Past Due Reconciliation, allowing you to make a significant impact on our operations. Job Responsibilities Adhere to established QUALITY QUANTITY SLAs consistently. Ensure 100% compliance with process-related policies, guidelines, and controls. Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently. Support the secondary trading desk with trade booking and settlements. Liaise with bank departments and external contacts, including Borrowers and Trustees. Follow up timely with agents or customers for any missing notifications. Complete all funding within the SLA on the same day. Serve as the SME and first internal POC for process-related queries and clarifications. Act as the first point of escalation for process-related issues from customers. Pay attention to detail to ensure all documents are processed correctly. Identify changes to processes to improve productivity and efficiency. Required qualifications, capabilities and skills Hold a bachelors degree in finance or a related field, or possess equivalent work experience. Minimum 6 months of experience in the financial services industry with a proven track record of delivery. Understand business financial statements, cash flow capacity, and loans across various industries. Exhibit strong research, analytical, and comprehension skills to analyze large data sets. Manage clients effectively, build partnerships, and lead while engaging multiple stakeholders. Utilize effective time management and prioritization skills to achieve business objectives. Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments Preferred qualifications, capabilities and skills Build relationships with clients, internal partners, and peers effectively. Recognize issues or problems that need to be escalated promptly. Develop domain learning and exhibit strong interpersonal and communication skills. Apply analytical thinking and problem-solving skills effectively. Understand the product lifecycle and area product management thoroughly.

Job Description Manage closing, financial controls, compliance, forecasting, budgeting and process and project improvements. Prepaid/ Accrual/ Fixed Asset Accounting / Inter- Company Recharges/ Loans PL and BS Analysis and Variance Reporting, Bank Reconciliations Oversee the efficient operation and cost effectiveness of operating systems and programs. Manage the planning and coordination of the preparation and distribution of financial management reports. Ensure that all reports and disclosures comply with applicable regulations, professional standards, and organization policies. Ensure all tasks are assigned and performed on time. Prioritize time to focus on biggest issues. Demonstrate and inspire integrity. Anticipate questions, issues and challenges from management, external audit, etc. Avoid financial surprises. Anticipate questions and challenges. Stay current with requirements. Keep management informed of any issues or gaps. Focus on complex planning issues around the Annual Operating Plan. Provide recommendations to management. Support planning for the Strategic Plan. Manage the preparation of all reports; analyze significant variances from planned or forecasted results and provide interpretative comments and recommendations to senior management. Work closely with Business and Operations team to understand the business reasons for variances and drive action plan for the mitigation and achievement of financial deliverables. Qualifications Preferably CA/CWA/ CMA with >5 years of Experience Excellent math and analytical skills. Excellent Excel/Google sheets, Macro skills and Business Modeling. Well conversa

Join us as a Head of Compliance for Barclays Investments and Loans India Private Limited at Barclays, Ensure that appropriate compliance induction, annual refresher, and other topical training is delivered locally/centrally and completed by all staff within agreed timeframes, to include producing or sourcing (e.g. from the central team) the material as required, and ensuring that completion records are maintained locally/centrally To be successful as a Head of Compliance for Barclays Investments and Loans India Private Limited a Develop and deliver specific regulatory training locally, according to identified risks. You may be assessed on the key critical skills which are relevant for success in role, such as experience with banking investments, as well as job-specific skillsets. To be success as a Head of Compliance, you must have skill as below: Business and other advisory, communication and escalation: Provide day to day advice and check and challenge the business on all relevant matters pertaining to the firm and including escalating significant matters promptly, providing additional information where requested, analysing/interpreting legal, regulatory and internal policy/procedure issues; Maintain regular communication/liaison with relevant senior management, business and others to ensure that they are aware of the business and regulatory risks, including advising them of significant policy matters, regulatory changes, audits and inspections and breaches, if any. Work closely with the team to enhance the local compliance culture in the entity through a range of methods, including attendance at local business/other team meetings as appropriate, training, engagement with local risk management, operations and front office staff, identification of and sharing best practices. Support the team in the product approval procedure (from initial discussion stage to roll out of new products) Contribute to local, regional and global team meetings/calls, helping identify and share best practices Work with local business(es) to address issues identified Implement robust management reporting processes on all regulatory and policy matters internally, and to regulatory bodies, to ensure timely submission of regular and ad-hoc MI (including but not restricted to conduct risk MI) and input to Region, London, and to all local/other Compliance, Board or Committee reporting. Support the team in meeting the Compliance objective of the Bank Support New Product initiatives in line with the Barclays Standards Regulatory and other authority liaison: Managing regulators visits, audits and inspections. Manage implementation of new regulatory initiatives pertaining to compliance and communicate regulatory requirements to the front office. Ensure timely escalation to senior management in case of issues, pending regulatory requirements Training Ensure that appropriate compliance induction, annual refresher, and other topical training is delivered locally/centrally and completed by all staff within agreed timeframes, to include producing or sourcing (e.g. from the central team) the material as required, and ensuring that completion records are maintained locally/centrally. Develop and deliver specific regulatory training locally, according to identified risks. Desirable skillsets/ good to have: In-depth knowledge and understanding of the regulatory requirements for Non Banking Financial Companies in India Robust understanding of the various products and services offered by the firm in India Preferred Post graduate qualification and relevant experience gained in the legal or compliance departments. Strong knowledge of Indian business environment. Ability to work closely with other functions to find both technical and procedural solutions. Quick thinker with ability to understand complex transactions and explain compliance issues clearly and concisely. Guide business as well as to handle areas of difference with business and escalate. Detail oriented, strong team player with a proven track record. This role will be based out of Nirlon Knowledge Park, Mumbai. Purpose of the role To provide data-led expert oversight and check and challenge on business and compliance matters to evidence that the organisation is operating in a compliance with Barclays legal, regulatory and ethical responsibilities. Accountabilities Identification and assessment of compliance risks through thorough reviews of business activities, changes, processes, testing and systems to. Identification and investigation of potential market abuse, including but not limited to, Insider Dealing, Unlawful Disclosure, Market Manipulation or Anti-Competitive Conduct. Conduct investigation of compliance risk events or breaches. Oversight and check and challenge of corrective actions and preventative measures to avoid future occurrences. Implementation of compliance policies and procedures in line with regulatory requirements and ensuring that the bank s internal policies are aligned with international standards, including jurisdictional requirements. Collaboration with 1LOD, other relevant Compliance teams and legal, and relevant risk management functions to facilitate a comprehensive approach to compliance and risk management. Identification, investigation and oversight of potential money laundering, terrorist financing or other financial crime. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. Complex information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes.

Job Description: We are looking for an experienced Relationship Manager to drive business development for our loan marketplace. The role involves sourcing leads through DSAs and channel partners, while also acting on inbound digital leads. The ideal candidate should be field-oriented, organized, and skilled at managing multiple stakeholders, with prior experience in channel management and lending products such LAP or any other business loan products like working capital or term loans or supply chain financing. Roles & Responsibilities: Source leads through DSAs, loan agents, and other channel partners. Onboard and engage new sourcing partners and maintain regular interactions with existing ones. Coordinate with lending partners to ensure smooth case movement and support during the loan process. Review lead quality, documentation, and case readiness before submission. Track lead progress, disbursal status, and maintain regular reporting on key metrics. Conduct regular market visits and maintain strong relationships across partner networks. Requirements: 4 - 8 years of experience in or secured loan sales via DSA/channel sourcing. Strong network of DSAs and understanding of secured loan documentation. Prior experience working with or coordinating across lending institutions. Excellent communication, relationship management, and follow-up skills. Comfortable with fieldwork and independently handling partner relationships. Proficient in MS Excel and basic reporting tools.

Job Description: We are looking for an experienced Relationship Manager to drive business development for our loan marketplace. The role involves sourcing leads through DSAs and channel partners, while also acting on inbound digital leads. The ideal candidate should be field-oriented, organized, and skilled at managing multiple stakeholders, with prior experience in channel management and lending products such LAP or any other business loan products like working capital or term loans or supply chain financing. Roles & Responsibilities: Source leads through DSAs, loan agents, and other channel partners. Onboard and engage new sourcing partners and maintain regular interactions with existing ones. Coordinate with lending partners to ensure smooth case movement and support during the loan process. Review lead quality, documentation, and case readiness before submission. Track lead progress, disbursal status, and maintain regular reporting on key metrics. Conduct regular market visits and maintain strong relationships across partner networks. Requirements: 4 - 8 years of experience in or secured loan sales via DSA/channel sourcing. Strong network of DSAs and understanding of secured loan documentation. Prior experience working with or coordinating across lending institutions. Excellent communication, relationship management, and follow-up skills. Comfortable with fieldwork and independently handling partner relationships. Proficient in MS Excel and basic reporting tools.

Job Description: We are looking for an experienced Relationship Manager to drive business development for our loan marketplace. The role involves sourcing leads through DSAs and channel partners, while also acting on inbound digital leads. The ideal candidate should be field-oriented, organized, and skilled at managing multiple stakeholders, with prior experience in channel management and lending products such LAP or any other business loan products like working capital or term loans or supply chain financing. Roles & Responsibilities: Source leads through DSAs, loan agents, and other channel partners. Onboard and engage new sourcing partners and maintain regular interactions with existing ones. Coordinate with lending partners to ensure smooth case movement and support during the loan process. Review lead quality, documentation, and case readiness before submission. Track lead progress, disbursal status, and maintain regular reporting on key metrics. Conduct regular market visits and maintain strong relationships across partner networks. Requirements: 4 - 8 years of experience in or secured loan sales via DSA/channel sourcing. Strong network of DSAs and understanding of secured loan documentation. Prior experience working with or coordinating across lending institutions. Excellent communication, relationship management, and follow-up skills. Comfortable with fieldwork and independently handling partner relationships. Proficient in MS Excel and basic reporting tools.

Job Description: We are looking for an experienced Relationship Manager to drive business development for our loan marketplace. The role involves sourcing leads through DSAs and channel partners, while also acting on inbound digital leads. The ideal candidate should be field-oriented, organized, and skilled at managing multiple stakeholders, with prior experience in channel management and lending products such LAP or any other business loan products like working capital or term loans or supply chain financing. Roles & Responsibilities: Source leads through DSAs, loan agents, and other channel partners. Onboard and engage new sourcing partners and maintain regular interactions with existing ones. Coordinate with lending partners to ensure smooth case movement and support during the loan process. Review lead quality, documentation, and case readiness before submission. Track lead progress, disbursal status, and maintain regular reporting on key metrics. Conduct regular market visits and maintain strong relationships across partner networks. Requirements: 4 - 8 years of experience in or secured loan sales via DSA/channel sourcing. Strong network of DSAs and understanding of secured loan documentation. Prior experience working with or coordinating across lending institutions. Excellent communication, relationship management, and follow-up skills. Comfortable with fieldwork and independently handling partner relationships. Proficient in MS Excel and basic reporting tools.

What will you contribute? Reporting to the QA Manager , the QA engineer creates and executes product test plans to ensure software products meet design specifications and product quality standards. Assists Development team with process improvements to improve product quality. Responsibilities & Deliverables: Your deliverables as a Quality Assurance Engineer will include, but are not limited to, the following: Design and implement test strategy for each QA deliverable, based on business requirements, individual input and cooperation with Development, Customer Support and Product Management teams. Report software issues, work closely with the development team to fix them and validate provided solutions. Contribute to all software testing types like functional, regression, automation, performance, documentation. Provide feedback on the quality of the project/product through meetings, testing progress reports and communication with the project team/ stakeholders. Support from a quality assurance perspective the client s software usage in production. Act as a software quality advocate throughout development, testing, delivery and implementation phases of software development lifecycle. Benefit from internal knowledge transfer and support new joiners in their development. Use individual creativity and experience to improve software and processes quality. Required Experience: 3 to 5 years of experience in financial software testing Bachelor s or master s degree in finance, Capital Markets or Computer Science UI testing experience of banking application/s is must. Knowledge in one or more areas is must Treasury (Foreign Exchange, Call & Notice, Deposits and Loans) & Back office Capital Markets (Fixed Income, Equities) Derivatives (SWAPS, OTC) UI Testing of Banking Application Basic technical skills or interest in IT (eg: MS Office, Test Management Tools, messaging, database, user interface technologies) Good written and spoken English Able to quickly understand new concepts Act both as a team player and self-learner Possess analytical thinking, be detail oriented and well-organized Be able to communicate effectively with persons holding different roles Work experience of automation tools (e.g. Postman, Robot Framework, Selenium, Python) Ability to work with specialized software tools; effectively implement and evaluate new processes or plans. Ability to execute test plans and test scripts for commercial software applications, document expected results vs. actual results, and record software defects. Preferred knowledge of automated testing software tools with ability to design and develop automated testing programs. Preferred knowledge of the Agile software development methodology. We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold: Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave. Well-being: Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support. Medical, life & disability insurance, retirement plan, lifestyle and other benefits* ESG: Benefit from paid time off for volunteering and donation matching. DEI: Participate in multiple DE&I groups for . We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves. Be unique, be exceptional, and help us make a difference at Finastra!

Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards. Job Purpose To acquire and build a well-diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an acceptable risk to the bank. Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank. Key Accountabilities Source New to Bank Asset relationships within IBG 4 Segment ie. Companies ranging from a Turnover of INR 200 crores to 600 crores, aligned to Bank Lending Policy Ensure a good Net Interest Income as well as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc. Play an instrumental role in increasing the Profitability of the business Ensure proper monitoring of Portfolio and maintaining the delinquencies at NIL. Implement & execute IBG4 business strategy to increase market share & to achieve targets consistent with IBG4 Topline and Bottom line targets with focus on a diversified portfolio and reduce concentration risk in the portfolio. Build DBS Brand Value and enhance network in the location by various marketing activities, collaborations and events. To comply with the Bank s process & policies and ensure positive ratings during all Country / Group audits Job Duties & Responsibilities Source New to Bank Asset relationships within IBG 4 Segment ie. Companies ranging from a Turnover of INR 200 crores to 600 crores, aligned to Bank Lending Policy and also ensure sanction and disbursement of the same, in liaison with Customer, Risk and Operations team. Cross Sell of Liability, Trade, Cash and Treasury Product actively. To achieve the individual Budgeted revenues through all product parameters Conduct Proper Due diligence while on-boarding New Asset On board clients with a clear account plan highlighting the revenue potential, risks and mitigants. Adherence to strict KYC/AML requirements. MIS to be provided to the central team for further reporting, within the stipulated guidelines. Timely Completion of Learning Programs as assigned by DBS for time to time To comply with the Bank s process & policies. To be in touch with local business stakeholders including existing, prospective clients, market leaders, CA s, Influencer s and Industry association to be updated on the current market practice and local intelligence. To be responsible for submitting any material information around business Opportunities and Industry/Customer Risk, same shall be reported to the senior functional management at regular interval. Requirements Overall, 8-10 years of experience in sales 6-8 years of sales experience in business banking and/or cash management/ transaction banking. Proven sales track record in asset business in the SME/Business Banking segment. Knowledge of competitors and marketplace Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred. Education / Preferred Qualifications Bachelors in finance / Economics/Commerce or MBA or CA Core Competencies Excellent Communication & Listening Skills, Good Sales & Negotiation Skills. Technical Competencies Working Capital Finance Knowledge Work Relationship Manager /Direct Report DBS India - Culture & Behaviors DBS is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviors are: Demonstrate Business Performance through PRIDE 2.0 Value Based Propositions Ensure Customer Focus by Delighting Customers & Reduce Complaints Build Pride and Passion to Protect, Maintain and Enhance DBS Reputation Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement Maintain the Highest Standards of Honesty and Integrity Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards. Job Purpose To acquire and build a well-diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an acceptable risk to the bank. Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank. Key Accountabilities Source New to Bank Asset relationships within IBG 4 Segment ie. Companies ranging from a Turnover of INR 200 crores to 600 crores, aligned to Bank Lending Policy Ensure a good Net Interest Income as well as fee across the portfolio and also ensure regular revenue streams through Cross Sell of Trade, Liabilities, Cash, Treasury, Fee, etc. Play an instrumental role in increasing the Profitability of the business Ensure proper monitoring of Portfolio and maintaining the delinquencies at NIL. Implement & execute IBG4 business strategy to increase market share & to achieve targets consistent with IBG4 Topline and Bottom line targets with focus on a diversified portfolio and reduce concentration risk in the portfolio. Build DBS Brand Value and enhance network in the location by various marketing activities, collaborations and events. To comply with the Bank s process & policies and ensure positive ratings during all Country / Group audits Job Duties & Responsibilities Source New to Bank Asset relationships within IBG 4 Segment ie. Companies ranging from a Turnover of INR 200 crores to 600 crores, aligned to Bank Lending Policy and also ensure sanction and disbursement of the same, in liaison with Customer, Risk and Operations team. Cross Sell of Liability, Trade, Cash and Treasury Product actively. To achieve the individual Budgeted revenues through all product parameters Conduct Proper Due diligence while on-boarding New Asset On board clients with a clear account plan highlighting the revenue potential, risks and mitigants. Adherence to strict KYC/AML requirements. MIS to be provided to the central team for further reporting, within the stipulated guidelines. Timely Completion of Learning Programs as assigned by DBS for time to time To comply with the Bank s process & policies. To be in touch with local business stakeholders including existing, prospective clients, market leaders, CA s, Influencer s and Industry association to be updated on the current market practice and local intelligence. To be responsible for submitting any material information around business Opportunities and Industry/Customer Risk, same shall be reported to the senior functional management at regular interval. Requirements Overall, 8-10 years of experience in sales 6-8 years of sales experience in business banking and/or cash management/ transaction banking. Proven sales track record in asset business in the SME/Business Banking segment. Knowledge of competitors and marketplace Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred. Education / Preferred Qualifications Bachelors in finance / Economics/Commerce or MBA or CA Core Competencies Excellent Communication & Listening Skills, Good Sales & Negotiation Skills. Technical Competencies Working Capital Finance Knowledge Work Relationship Manager /Direct Report DBS India - Culture & Behaviors DBS is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviors are: Demonstrate Business Performance through PRIDE 2.0 Value Based Propositions Ensure Customer Focus by Delighting Customers & Reduce Complaints Build Pride and Passion to Protect, Maintain and Enhance DBS Reputation Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement Maintain the Highest Standards of Honesty and Integrity Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: For successful execution of the job, the candidate should possess the following: 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. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: For successful execution of the job, the candidate should possess the following: 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. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

Create the necessary sales team Find and train the Advisor Regularly meet with Advisor Improving sales success Helping the sales Team to complete sales goals Educating clients about the benefits of company's products Manage the entire sales process Required Candidate profile Qualification: Any Graduate Experience: 1 + Years of Experience in Field Sales Age: 21 to 38 years Kindly contact us at: Priyansi | HR Team Phone/WhatsApp: +91 81601 74117