4687 Mutual Funds Jobs - Page 36

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities.

Role: Service Relationship Manager - WC-Working Capital-Sales : Description for Internal Candidates Handling and managing client service request. Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc Monitoring PDD MIS and taking care of timely closure of PDDs. Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RMs for same. Overdue renewal tracking and following up with RM to get it update timely. HO monitoring activities etc

Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. VRM Officer To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills conversational skills and English versant scores 7+. Flexible to work on rotational week offs.

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

PSM - CMS Transaction Banking Group Product Sales Manager Cash Management Services Location Jaipur Number of Positions 01 Reporting Relationships Area Manager Position Grade M2-M3 Transaction Banking Group is the Product & Sales Support function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial Bank and Wholesale Banking divisions. Products range from to cash management (payment & collections solutions, escrow services & dividend business to trade finance (import services, export services, funded & non-funded products and remittances), Payment Gateway. We are currently looking for Product Sales Managers who can sell & support Corporate/CA customers dealing with Consumer & Commercial Bank. Job Profile Product Sales Manager is expected to drive the sales of following Cash Management products from all the verticals under Consumer & Commercial Bank which includes Branch Banking, Privy, Wealth, TASC, Agri, WCG, ECG. Collections Solutions viz. Physical Collections, Electronic Collections, Payment Gateway, NACH Payment Solution viz. Physical Payments, Electronic Payments, Dividend Mandates, IMPS etc. Escrow Business Spot opportunities in the market, along with the relationship team, to target companies, industries and sectors and sell suitable product offering for them Interaction with potential customers to understand the technical requirement for system integration for TBG products / services i.e. CMS with focus on Commercial Bank clients. Structuring the transaction, won the mandate and assist the team in formulating transaction pricing to ensure revenue commensurate with risks and administrative efforts Train & enable Branch Banking Teams to sell the Cash Management Products Give demonstration of our system to branches & prospective clients. Assist the Relationship manager/Branches to close a deals Ensure desired penetration of the product in the market by the relationship team by providing marketing support, visibility campaigns and brand presence Liaise with operations team to ensure seamless deal execution and ongoing administration Personal Must be a self-starter Must be sales oriented Must be market savvy, with good networking skills Must be proactive and with high energy levels Must be analytical, practical and have aptitude for trouble-shooting. Must have excellent interpersonal skills, be tenacious, detail-oriented, tough minded when needed, but diplomatic. With Banking / Finance industry Preferably an Engineer with a MBA. 2-4 years of post MBA experience in selling Cash Management products Professional Must have able to settle in an environment requiring entrepreneurial/ building skills Keen interest to sales, structuring and implement deals Must be capable of working with a team High attention to detail and accuracy with the ability to work under pressure to meet tight deadlines Excellent communication, negotiation, and planning skills

Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. VRM Officer To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills conversational skills and English versant scores 7+. Flexible to work on rotational week offs.

Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

JOB Role- Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, Online Trading, Demat Accounts etc. through the Sales Channel. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics. Responsible forleading a large Sales Channel comprising ofTeam Leaders and Sales. Executives and ensuringRecruitment, Training, Retention and Mentoring of Sales teams Experience in handling large team. Background in order of preference Banking Financial Service FMCG / Tele Communication JOB Requirement- Excellent written and oral communication skills MBA/GraduateMinimum work exp. 4 years

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Designation - Senior Manager - R2R Business Unit - Finance Shared Services Grades - M1/M2 Location - Bangalore Role - You will be overall responsible for ensuring seamless service delivery of R2R/P2P/O2C/Tax processes as per the agreed service levels. Further, you will ensure the team is effectively resourced and manage relationships with business partners (internal & external) and support teams like HR, Admin, etc. You will also be responsible for building/maintaining a cooperative, motivated, resilient, and successful team. You will work closely with management for strategic decisions on operations. About the Business Unit - Pierians E-Commerce Business Division offers a wide array of Managed Services encompassing financial and accounting, Business Process, and Data Analytics solutions for clients operating within the E-commerce sphere, catering to both B2B and B2C segments. Our service scope extends to end-to-end support in various critical areas, including transactional processing (Procure-to-Pay, Order-to-Cash, Record-to-Report, Taxation, and Financial Planning & Analysis), Statutory Compliance Management, and comprehensive Financial and Management reporting. These services are executed with the aid of state-of-the-art processes and technology. Our team possesses a profound understanding of the specific needs and requirements of the E-commerce industry, enabling us to deliver value-driven services through a continuous focus on process enhancements and technological interventions. Recognizing the immense growth potential within the E-commerce sector, Pierian has thoughtfully forged strategic alliances with key players in India. By aligning our expertise with the unique challenges and opportunities inherent to Retail and Ecommerce, we empower businesses to not just survive but thrive in this rapidly evolving landscape, allowing our clients to dedicate their resources to their core operations while we adeptly manage the financial and operational intricacies. Your key responsibilities include - Leading, managing, and overseeing end-to-end accounting and controllership activities. Developing a clear understanding of key business drivers, analyzing key financial metrics, providing value add analysis, and supporting sales/finance management. Taking ownership of expenses forecasting for the business group by using trend analysis/KPI reviews for better P&L management. Generating MIS Reports (Sales, Contribution, Cash Flow, WIP, Customer Ageing & Collections, Vendor Aging & Payments, Interest Income, Mutual Fund, FD, Depreciation, etc.). Conducting Periodical Books Closure activities including depreciation calculation, interest, salary, and WIP. Providing critical accountability for all accounting-related activities; ensuring appropriate accounting and control across organization. Handling various audits & due diligence including Statutory audits, Income Tax audits, etc. To excel in this role, you should have - Knowledge of IND AS/IGAAP and Balance Sheet/Profit and Loss Account/Cash Flow Statement (Department-wise/Cost Centre-wise). Experience in partnering with business unit leaders. The ability to partner and manage cross-functional teams. Hands-on experience in Financials preparation, Monthly Books Closure & Review activities, MIS Preparation/Review, Inventory Management, etc. Good working knowledge of Oracle or any other ERP. It will be awesome if you have - Excellent verbal & written communication skills, analytical abilities, client handling skills. Leadership skills. Ability to influence and motivate the team with a positive energy. You should be a- Qualified CA/CWA or MBA from a premier institute with 8 to 10 years of experience in the industry. About Pierian - Founded in 2002, Pierian Services is a leading Global Business Services company, providing a range of services and solutions in strategy, consulting, and operations management. We have helped several Fortune 500 companies and new-age start-ups work smarter and achieve accelerated growth through process transformation, digital technology enablement, and creating and managing value-generating business services. We are a team of 2000+ highly skilled professionals managing 300+ clients across 20 countries with 10 key delivery centers. We have endless opportunities for passionate finance and accounting experts who genuinely believe in delivering value-generating professional services. We have several professionals who have joined the company as freshers and have built thriving careers at Pierian over more than a decade. When asked about the top reasons why people love working with Pierian, they shared the following - - Truly human-centric culture - Empathetic leadership - Flexible work schedules - Remote working - Open-door approach You will love working at Pierian if - - You take full ownership and pride in your work. - You are obsessed with attention to detail. - You truly believe in continuous learning. - You want to make a career, and not just do a job.

Designation - Senior Manager - R2R Business Unit - Finance Shared Services Grades - M1/M2 Location - Bangalore Role - You will be overall responsible for ensuring seamless service delivery of R2R/P2P/O2C/Tax processes as per the agreed service levels. Further, you will ensure the team is effectively resourced and manage relationships with business partners (internal & external) and support teams like HR, Admin, etc. You will also be responsible for building/maintaining a cooperative, motivated, resilient, and successful team. You will work closely with management for strategic decisions on operations. About the Business Unit - Pierians E-Commerce Business Division offers a wide array of Managed Services encompassing financial and accounting, Business Process, and Data Analytics solutions for clients operating within the E-commerce sphere, catering to both B2B and B2C segments. Our service scope extends to end-to-end support in various critical areas, including transactional processing (Procure-to-Pay, Order-to-Cash, Record-to-Report, Taxation, and Financial Planning & Analysis), Statutory Compliance Management, and comprehensive Financial and Management reporting. These services are executed with the aid of state-of-the-art processes and technology. Our team possesses a profound understanding of the specific needs and requirements of the E-commerce industry, enabling us to deliver value-driven services through a continuous focus on process enhancements and technological interventions. Recognizing the immense growth potential within the E-commerce sector, Pierian has thoughtfully forged strategic alliances with key players in India. By aligning our expertise with the unique challenges and opportunities inherent to Retail and Ecommerce, we empower businesses to not just survive but thrive in this rapidly evolving landscape, allowing our clients to dedicate their resources to their core operations while we adeptly manage the financial and operational intricacies. Your key responsibilities include - Leading, managing, and overseeing end-to-end accounting and controllership activities. Developing a clear understanding of key business drivers, analyzing key financial metrics, providing value add analysis, and supporting sales/finance management. Taking ownership of expenses forecasting for the business group by using trend analysis/KPI reviews for better P&L management. Generating MIS Reports (Sales, Contribution, Cash Flow, WIP, Customer Ageing & Collections, Vendor Aging & Payments, Interest Income, Mutual Fund, FD, Depreciation, etc.). Conducting Periodical Books Closure activities including depreciation calculation, interest, salary, and WIP. Providing critical accountability for all accounting-related activities; ensuring appropriate accounting and control across organization. Handling various audits & due diligence including Statutory audits, Income Tax audits, etc. To excel in this role, you should have - Knowledge of IND AS/IGAAP and Balance Sheet/Profit and Loss Account/Cash Flow Statement (Department-wise/Cost Centre-wise). Experience in partnering with business unit leaders. The ability to partner and manage cross-functional teams. Hands-on experience in Financials preparation, Monthly Books Closure & Review activities, MIS Preparation/Review, Inventory Management, etc. Good working knowledge of Oracle or any other ERP. It will be awesome if you have - Excellent verbal & written communication skills, analytical abilities, client handling skills. Leadership skills. Ability to influence and motivate the team with a positive energy. You should be a- Qualified CA/CWA or MBA from a premier institute with 8 to 10 years of experience in the industry. About Pierian - Founded in 2002, Pierian Services is a leading Global Business Services company, providing a range of services and solutions in strategy, consulting, and operations management. We have helped several Fortune 500 companies and new-age start-ups work smarter and achieve accelerated growth through process transformation, digital technology enablement, and creating and managing value-generating business services. We are a team of 2000+ highly skilled professionals managing 300+ clients across 20 countries with 10 key delivery centers. We have endless opportunities for passionate finance and accounting experts who genuinely believe in delivering value-generating professional services. We have several professionals who have joined the company as freshers and have built thriving careers at Pierian over more than a decade. When asked about the top reasons why people love working with Pierian, they shared the following - - Truly human-centric culture - Empathetic leadership - Flexible work schedules - Remote working - Open-door approach You will love working at Pierian if - - You take full ownership and pride in your work. - You are obsessed with attention to detail. - You truly believe in continuous learning. - You want to make a career, and not just do a job.

Skill required: Capital Markets Services - Account Reconciliations Designation: Capital Markets Services Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets.Looking for someone with capital market experienceA type of general ledger account which contains a summary of sub-ledger accounts. Because the reconciliation account only provides a summary, no transactions are directly posted to the account. What are we looking for Adaptable and flexibleProblem-solving skillsAbility to establish strong client relationshipStrong analytical skillsCorporate planning & strategic planning Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Skill required: Capital Markets Services - Account Reconciliations Designation: Capital Markets Services Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets.Looking for someone with capital market experienceA type of general ledger account which contains a summary of sub-ledger accounts. Because the reconciliation account only provides a summary, no transactions are directly posted to the account. What are we looking for Strong analytical skillsWritten and verbal communicationCommitment to qualityAdaptable and flexibleAbility to perform under pressure Roles and Responsibilities: In this role you are required to do analysis and solving of increasingly complex problems Your day to day interactions are with peers within Accenture You are likely to have some interaction with clients and/or Accenture management You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments Decisions that are made by you impact your own work and may impact the work of others In this role you would be an individual contributor and/or oversee a small work effort and/or team Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Skill required: Capital Markets Services - Account Reconciliations Designation: Capital Markets Services Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets.Looking for someone with capital market experienceA type of general ledger account which contains a summary of sub-ledger accounts. Because the reconciliation account only provides a summary, no transactions are directly posted to the account. What are we looking for Strong analytical skillsWritten and verbal communicationCommitment to qualityAdaptable and flexibleAbility to perform under pressure Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Creating awareness on the Skill Training Programmes through Community meetings, Cordinatiing with NGOs Identify suitable Trainers for the approved Skill Programme Creating awareness on the programme at school/college to reach alumini Reaching out the prospects with the help various resource people Creating awareness through Social Media Campaign Presentation to target audience Converting the prospects as walking to the centre (Candidates from Local Areas are strictly preferred)

Group Description Oracle Financial Services Global Business Unit (FSGBU) is a world leader in providing IT solutions to the Financial Services industry. Oracle s customers include ten of the top ten Global Banks, ten of the top ten Insurance companies, ten of the top ten Securities firms, five of the top five Mutual Fund companies and four of the top five World Stock Exchanges. With the experience of delivering value-based IT solutions to over 840 financial institutions in over 130 countries, the FSGBU understands the specific challenges that financial institutions face: the need for building customer intimacy and competitive advantage through cost-effective solutions while, simultaneously, adhering to the stringent demands of a dynamic regulatory environment. Our solutions have the worlds most comprehensive and contemporary banking applications and provide a technology footprint that addresses their complex IT and business requirements Banking Consulting NACA which is a part of Americas Region under FSGBU - Consulting delivers Oracle Technology and Applications solutions for clientele in the North America, South America and Caribbean region. The service offerings include Application Implementation, Managed Services and Customization development services for Oracle Financial Services Software Banking products. Your Opportunity Opportunity to manage clients/accounts within a software delivery organization providing post-production support services, delivering requisite SLAs, facilitating their requests for change, service issues, SLA uptimes, reporting and strengthening the client relationship. We will be servicing for clientele in the North America, South America and Caribbean region. Service Delivery Managers are the key account contacts for day to day management of our clients; they will work with the client to provide a consistently high level of service delivery across all areas of business as-usual interaction. SDM s will manage a mixture of large and small banking clients. Manage the client relationship from a service quality and operations perspective and ensure Oracle delivers to its service level agreements at minimum. Act as the client advocate on operational and service management matters. Lead customer interaction on service-related issues and orchestrate actions within Oracle to ensure quick resolution. Be commercially minded and work in close proximity with the account management team to position Oracle strongly for business retention, contract renewal and service extension. Have an understanding of both the business and technical aspects of working with the client. Your Responsibilities Your responsibilities include: Have a detailed knowledge of the services provided to each account. Understand the effect a service outage may have from the client perspective. Be responsive to the client in any and all requests or issues. Serve as an escalation point for customer concerns if/when they arise Act as an escalation point for issues reported into the Technical Teams. Provide weekly/monthly client reports on service requests and issues. Hire, train, coach & develop team members Update ticket tracking systems for requests and issues (ensuring client visible comments are accurate, relevant and dated correctly). Liaise with technical teams for most recent updates and gain an understanding of the outstanding deliverables. Ensure timescales are within reach and if not update reports to reflect Oracle ability to deliver. Hold weekly/monthly meetings with client both in person (If required) and by conference call. Document meeting minutes and outcomes and ensure actions are completed. Timely and escalated where needed to line management. Ensure any change of scope is referred-back to the account manager for billable services. Ensure tasks are allocated and being progressed effectively. Build relationships and rapport with key client contacts. Become internal expert on supporting FLEXCUBE, OFSLL software Enforce standard methodologies, processes and tools Help develop account strategy and plan that best leverages company s resources and strategies to meet customer expectations Your Qualifications 10+ Years of Experience with managing financial services project delivery. Experience of managing large teams (comprising of remote teams) and proven managerial records. Effective verbal and written communication skills in English Excellent people management skills; experience in setting up and nurturing large teams Ability to form sound relationships with large customers and build trust / rapport. Ability to work proactively to develop the relationship. Ability to respond appropriately to client queries and deal with complaints. Ability to anticipate client needs and to exceed expectations. Must be able to work within a matrix organization - balancing the needs of the customer and LOB initiatives and goals Ability to make decisions, such as prioritize relationships to develop, negotiate with customers and overcome obstacles Ability to prioritize, organize and manage a complex and sometimes conflicting workload, and to work well under pressure. Identify, manage and resolve complex issues, preventing escalations, where possible Manage, negotiate and resolve project risks effectively Enthusiastic and self-motivated Works under pressure and can manage SLA s Customer-friendly communication and attitude Strong analytical skills, attention to detail - a problem solver Excellent organization skills, ability to systematize and prioritize. Customer service experience and problem-solving skills. Patience and understanding. Investigation and diagnostic skills. Ability to multi-task and work with team to meet deadlines Leader and team player Create an open, honest, accountable and collaborative team environment Experience 10+ Years of Experience with managing financial services project delivery. Experience of managing large teams (comprising of remote teams) and proven managerial records. Educational and Other Qualifications Master s in computer application (MCA) or Engineering in computer science field or BS Computer Science with a 3.0 GPA or other relevant degree. Work Environment Should be willing to work remotely as well as travel to client locations Should be willing to take up FLEXCUBE Technical certifications in functional areas as and when required. Ability to work in a high pressure, fast moving and challenging environment Ready for on call support during off business hours on a need basis Ready to work from an ODC 3 days a week Team player Job Location: - Bangalore, Mumbai Your Responsibilities Your responsibilities include: Have a detailed knowledge of the services provided to each account. Understand the effect a service outage may have from the client perspective. Be responsive to the client in any and all requests or issues. Serve as an escalation point for customer concerns if/when they arise Act as an escalation point for issues reported into the Technical Teams. Provide weekly/monthly client reports on service requests and issues. Hire, train, coach & develop team members Update ticket tracking systems for requests and issues (ensuring client visible comments are accurate, relevant and dated correctly). Liaise with technical teams for most recent updates and gain an understanding of the outstanding deliverables. Ensure timescales are within reach and if not update reports to reflect Oracle ability to deliver. Hold weekly/monthly meetings with client both in person (If required) and by conference call. Document meeting minutes and outcomes and ensure actions are completed. Timely and escalated where needed to line management. Ensure any change of scope is referred-back to the account manager for billable services. Ensure tasks are allocated and being progressed effectively. Build relationships and rapport with key client contacts. Become internal expert on supporting FLEXCUBE, OFSLL software Enforce standard methodologies, processes and tools Help develop account strategy and plan that best leverages company s resources and strategies to meet customer expectations

Division Finance Department Corporate Finance Sub Department 1 Treasury Job Purpose Manage and analyse treasury accounting, ERP developments, month end provisions & foreign remittances for Cipla India and also provide information on IND-AS to ensure accuracy in accounting and timely payments. Key Accountabilities (1/6) 1) Banking and Relationship Management : Developing and maintaining relationships with banks, negotiating terms, and managing banking facilities to support treasury operations and minimize costs. Develop and maintain bank relationships to ensure smooth treasury operations. Manage working capital facilities and liaise with banks for routine operations. Negotiate bank pricing to secure favorable terms and minimize costs for banking services/products. Evaluation and implementation of cash & working capital management products. Key Accountabilities (2/6) 2) Cash Management & Forecasting : Managing the company s cash flow, forecasting cash needs, and optimizing cash utilization across domestic and international entities. Prepare and manage routine cash position reports Analyze cash forecasts for domestic and overseas entities for optimal cash utilization. Monitor global cash positions and Analyze reasons for cash movement. Evaluate and implement cash and working capital management products. Manage domestic intercompany loan positions. Identifying opportunities to improve cash management processes and driving efficiencies. Handling Dividend payment for Cipla and group companies. Key Accountabilities (3/6) 3) Investments : Managing the treasury investment portfolio and retirement funds, assessing performance, and ensuring optimal returns within approved guidelines. Handle and liaise with advisors for treasury investment portfolios for the parent company and group companies. Assess investment performance and recommend changes to improve treasury yields. Manage retirement fund (PF & Gratuity) investments, ensuring optimal returns and safety within statutory guidelines. Prepare cash flow and investment proposals for evaluating investments. Key Accountabilities (4/6) 4) Reporting and Analysis : Preparing financial reports, analyzing variances, and providing insights to support strategic and operational decision-making. Prepare cash flow and investment proposals, including economic and industry comparisons. Develop and prepare treasury reporting for the CFO and Board. Perform accounting, book closure for treasury, GL reviews, and monthly variance analysis. Prepare schedules and reports for financial reporting, including annual reports. Prepare global currency forecasts for the upcoming financial year. Provide periodic and ad-hoc reports for regulatory purposes. Key Accountabilities (5/6) 5) Compliance & Controls : Ensuring that all treasury operations adhere to internal policies, statutory guidelines (e.g., RBI regulations), and industry best practices. It also involves establishing and maintaining robust internal controls to mitigate financial risks and support audits for treasury operations. Ensure compliance with RBI regulations and guidelines. Ensure compliance with internal controls, SOPs and operation guidelines. Proactively interact with statutory and internal auditors for treasury operations. Designing, implementing, and maintaining systems, policies & procedures to facilitate internal financial and process controls including IFC and internal SOPs. Implement audit action plans and suggestions, proposals for new control measures to mitigate identified risks including updates to treasury policies and procedures to ensure compliance and strengthen controls Key Accountabilities (6/6) 6) Systems and Process Improvement : This cluster focuses on designing and implementing systems, policies, and procedures to enhance treasury operations, support ERP automation, and driving continuous improvement in treasury operations. Provide SAP support for automation and smooth functioning of ERP (Treasury), including leading SAP developments for treasury projects. Identify opportunities to improve treasury processes and drive efficiencies. Business partnering and liaising with cross-functional teams in finance and business Major Challenges Complicated jurisdiction overseas for managing bank operations. Cash Flow projection is dependent on information from BU Finance Dynamic environment of banking and investments with every changing regulatory and technological development Key Interactions (1/2) INTERNAL GSS/FSS (daily/monthly) for information on vendor payments, collections, reporting requirements etc. Legal Team (need based) for legal opinion on financial documents and reports Secretaria l (need based) for all compliance related documents Business Finance (need basis) for information on cash flows, projections and funding etc. SAP/IT (need based) for all issues related to system development and functioning Corporate Accounts (periodically) for reporting activities. Internal Audit Team (need based) for internal audits, IFC related matters Key Interactions (2/2) EXTERNAL Bankers (daily/monthly) for information on transactions, reports, and financial analysis. Mutual fund houses (daily/monthly) for information and analysis on mutual fund investments and profit. Investment Advisors (daily/monthly) for information on transactions, reports, and financial analysis Dimensions Cash Flows of INR 25,000+crore and Investments of INR10,000cr+ Global review of banking relations of 20+ Banks with 100 Key Decisions (1/2) Decisions : Decisions on specific investment allocations for surplus funds and retirement funds Optimal allocation of cash for short-term investments vs. operational needs Key Decisions (2/2) Recommendations : Recommend banking partners or products based on cost-benefit analysis. Proposals for new cash and working capital management products Recommend adjustments to the investment portfolio to enhance yields or reduce risk Suggest improvements to financial reporting, policies and procedures to strengthen internal controls. Education Qualification Qualified CA / CMA / MBA in Finance Relevant Work Experience 4-8 years of experience in Treasury, Accounting, Fund Management & SAP/TMS ERP. Analytical skills, problem solving skills with attention to details, negotiation skills and good communication skills.

FS XSector Specialism Risk Management Level Senior Associate & Summary Candidate must have good communication skills, and have worked as a Data Analysts/ Data Quality Analysts in area of Investment Banking or Capital Markets. Good exposure to data analysis and must be able to handle large volumes of data coming from multiple systems as Vendors (e.g., Bloomberg, Reuters etc.), Exchanges and internal systems. Must understand data quality concepts such as accuracy, completeness, validity etc. Good data analysis skills using SQL for data cleaning, data quality checks, data profiling etc. Knowledge of Data Governance concepts is good to have. (Note Please pay attention to domain. We would appreciate candidates coming from Capital Market or IB background No domestic bank/NBFCs. Must be familiar with data quality check rules of Derivatives, Fixed Income, Equity, Mutual fund, Hedge funds etc. People from Reference data background, and good in DQ checks using SQL will be ideal) Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purposeled and valuesdriven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . & Summary Establish and drive the BSM function, focusing on strategic analysis and insights. Collaborate with crossfunctional teams, including Business Finance, FP&A, Treasury, and Risk, to ensure comprehensive insights. s Establish and drive the BSM function, focusing on strategic analysis and insights. Collaborate with crossfunctional teams, including Business Finance, FP&A, Treasury, and Risk, to ensure comprehensive insights. Analyze metrics related to capital, liquidity, IRRBB, and FTP (Funds Transfer Pricing). Develop dashboards and provide insights to senior management on key performance indicators. Ensure effective reporting and control functions, focusing on analytics rather than production or reconciliation tasks. Drive initiatives for integrating and connecting various financial metrics. Mandatory skill sets FP&A BSM with expertise in at least one of Capital, Liquidity, or IRRBB. Preferred skill sets Accounting knowledge & Treasury Markets Years of experience required 6 10 Years Education qualification CA/ MBA (accounting background) Education Degrees/Field of Study required Bachelor Degree, Master Degree Degrees/Field of Study preferred Required Skills Structured Query Language (SQL) Tableau (Software) No

FS XSector Specialism Risk Management Level Senior Associate & Summary Candidate must have good communication skills, and have worked as a Data Analysts/ Data Quality Analysts in area of Investment Banking or Capital Markets. Good exposure to data analysis and must be able to handle large volumes of data coming from multiple systems as Vendors (e.g., Bloomberg, Reuters etc.), Exchanges and internal systems. Must understand data quality concepts such as accuracy, completeness, validity etc. Good data analysis skills using SQL for data cleaning, data quality checks, data profiling etc. Knowledge of Data Governance concepts is good to have. (Note Please pay attention to domain. We would appreciate candidates coming from Capital Market or IB background No domestic bank/NBFCs. Must be familiar with data quality check rules of Derivatives, Fixed Income, Equity, Mutual fund, Hedge funds etc. People from Reference data background, and good in DQ checks using SQL will be ideal) Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purposeled and valuesdriven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . & Summary Establish and drive the BSM function, focusing on strategic analysis and insights. Collaborate with crossfunctional teams, including Business Finance, FP&A, Treasury, and Risk, to ensure comprehensive insights. s Establish and drive the BSM function, focusing on strategic analysis and insights. Collaborate with crossfunctional teams, including Business Finance, FP&A, Treasury, and Risk, to ensure comprehensive insights. Analyze metrics related to capital, liquidity, IRRBB, and FTP (Funds Transfer Pricing). Develop dashboards and provide insights to senior management on key performance indicators. Ensure effective reporting and control functions, focusing on analytics rather than production or reconciliation tasks. Drive initiatives for integrating and connecting various financial metrics. Mandatory skill sets FP&A BSM with expertise in at least one of Capital, Liquidity, or IRRBB. Preferred skill sets Accounting knowledge & Treasury Markets Years of experience required 6 10 Years Education qualification CA/ MBA (accounting background) Education Degrees/Field of Study required Master of Business Administration, Chartered Accountant Diploma Degrees/Field of Study preferred Required Skills Liquidity Management Accounting No