3558 Portfolio Management Jobs - Page 14

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 Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

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.

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Urgent Opening: Equity Dealer We are hiring passionate professionals to join a reputed broking firm in the financial services industry. Position: Equity Dealer Certification: NISM 8 Mandatory Industry: Financial Services (Broking) Location: Hyderabad | Chennai | Bangalore | Coimbatore Job Type: Full-Time Education: Graduation Mandatory Experience: Minimum 1+ year in a relevant role Salary: 6 LPA Key Responsibilities: 1. Execute buy/sell orders for clients 2. Manage client portfolios & provide investment advice 3. Conduct market research to identify opportunities 4. Stay updated on market trends & regulatory changes 5. Build strong client relationships Interested candidates can share their resumes at aarti@ksirius.com Or call directly on 9022676814 Thanks & Regards, Aarti Talent Acquisition Specialist

The Product Manager, Payment Processing is responsible for the commercialization and delivery of Authorize.net products. This individual will have a faire understanding of the product line, a knowledge of how its components interact with the rest of Visa solutions, and the competitive landscape in the overall SMB payment solutions to articulate the future vision of the products. By working closely with Sales, Marketing, and other Product Managers across all Visa constituents, you will ensure the business fully supports the next generation of Authorize.net product experience. The ideal candidate should have a passion for delivering the best product experience for the customers, demonstrate in-depth understanding of the overall SMB payment markets, and is technical savvy on latest payment and software technologies. They should be able to envision, design, test and deliver the appropriate customer-centric solutions that enable business growth for our clients. They should have a firm understanding of both the client (merchant) and consumer experience as it relates to the end to end payment solution space. Having a viewpoint that is built upon a solid understanding of how payment solutions and consumer expectations for online payments have evolved over the last decade will be central to their ability to succeed. Past experience in delivering customer centric user experience and product strategy is a critical qualification. They should have had hands on experience developing, configuring and commercializing payment solutions that are designed for the SMB markets. The candidate must be a creative problem solver who works well in a highly collaborative environment, can bring structure to ideation teams, and has an ability to effectively communicate at all levels of the organization. The candidate must be able to demonstrate specific payment product expertise to both internal and external clients. Experience working with technical and product development teams in an agile environment will also be critical to achieving their goals. The Product Manager will be responsible for establishing and executing strategic payment solution initiatives. They will report on the overall Authorize.net product development progress to senior managers. They will also represent Authorize.net directly with merchants and partners in strategic sales situations. They will ensure that the product vision, strategy and roadmaps are closely aligned and well-articulated to customers, prospects and partners, as well as internally within Visa. As a Product Manager, the candidate must have a proven history of managing a successful launch of a new product through phases of a product s lifecycle - from concept through management and ultimately sunset- is essential. In addition to real-world experience and instinct, they should have the ability to leverage well-structured empirical models and financial artifacts to support their business plans and strategy. Strong interpersonal skills and the ability to build great relationships generate consensus and promote excitement and enthusiasm while bridging fraud initiatives and client priorities are critical qualities for success. This person will focus on working not only internally to deliver breakthrough results, but also externally evangelizing those results to the global marketplace. Above all, this person must intrinsically be a champion for Authorize.net products and promote usage within the company and to global clients. This position may require occasional travel to client sites and Visa locations around the globe. RESPONSIBILITIES Own the product delivery for Authtorize.net products serving SMB merchants, acquirers, and technology partners. Drive end-to-end product portfolio management including synthesizing market needs, product vision and strategy, roadmap creation, communication, and customer enablement. Partner with technical leadership and product development teams in delivering new feature functionality to market. Prioritize, plan and oversee new product introduction initiatives that support the business strategy and enable growth. Manage product investment budgets and forecasts. Lead continuous product planning and portfolio management in support of global business strategy and operations. Drive the implementation of advanced automation, integration, and no-code software solutions. Collaborate with cross-functional teams to define, develop, and deploy REST APIs and JSON-based integrations. Collaborate with global and regional leadership, as well as sales and business development functions to define go-to-market strategies and develop integrated global roadmaps. Actively contribute to the vision for the future of the Acceptance Platform product portfolio and inspire customers, partners and employees. Represent the business and product management in client engagements and industry events. Evangelize the value and differentiation of Payment Analytics and the broader Acceptance platform product portfolio within the payments ecosystem. BASIC QUALIFICATIONS 8 or more years of work experience with a Bachelor s Degree or at least 3 years of work experience with an Advanced degree (e.g. Masters/MBA /JD/MD), or a minimum of 2 years of work experience with a PhD <

Responsibilities: * Collaborate with cross-functional teams on product development * Manage client relationships for financial products like mutual funds and portfolio investment through regular communication and reporting * Meet client relationships Travel allowance Health insurance Sales incentives Annual bonus Referral bonus

Visa Consulting and Analytics (VCA) drives tangible, impactful and financial results for Visa s network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management, marketing, operational and macroeconomics, Visa Consulting and Analytics solves the most strategic problems for our clients. The India & South Asia (InSA) Consulting Market team within Visa Consulting & Analytics provides consulting and solution services for Visa s largest issuers in India, Sri Lanka, Bangladesh, Nepal, Bhutan & Maldives. We apply deep expertise in the payments industry to provide solutions to assist clients with their key business priorities, drive growth and improve profitability. The VCA team provides a comprehensive range of consulting services to deliver solutions that address unique challenges in areas such as improving profitability, strategic growth, customer experience, digital payments and running risk. You will join our consulting team and play a role in delivering and implementing high impact projects and solutions with clients across the Payments Ecosystem which includes Issuers, Acquirers, Merchants, Fintechs etc. optimize client performance by helping them implement strategies and campaigns recommended by Visa. This role is based in our Mumbai office. What a Cards Portfolio Consulting Manager does at Visa: The Manager Portfolio Optimization Consulting is responsible for delivering Portfolio Optimization advisory services to Visa s clients. The Manager will report into Lead Portfolio Optimization and CMS Visa Consulting and Analytics, VCA - India and South Asia (INSA), Role responsibilities will include: With expertise in Portfolio Optimization, help develop clients business strategies across the product lifecycle (acquisition, underwriting, customer management, portfolio management) Partner with in-market VCA consultants and data scientists to innovate and deliver Portfolio Optimization-related advisory engagements Regular strategic & planning discussions at client level collaborating with internal Visa teams and key stakeholders at clients Manage, facilitate and implement consulting services and meet engagement deliverables (engagement objectives, project scope, paperwork and project delivery) Design and deliver compelling presentations to illustrate findings, ideas, recommendations within consulting engagements and more broadly, at times physically support implementation at the client site Collaborate cross-functionally (e.g., analytics, marketing, sales, risk, client services, products & innovation) and across global regional teams to execute projects in ways that use the breadth and depth of Visa s resources Build solutions and actionable insights that will help clients to grow their portfolios and engagement in their core business Portfolio/Produce insights, analyses and recommendations to improve client performance, boost growth, drive understanding of client issues and provide strategic guidance for client priorities across the verticals and segments Potential projects could include portfolio management diagnostics, assessments of digital product and marketing strategies, product design and launch, development of industry landscape evaluations to inform payments strategies, and optimization of client customer experience and supporting processes. Why this is important to Visa Visa is committed to meeting a broader set of our client s needs which in turn help to diversify our revenue. Visa Consulting and Analytics is a leading contributor to achieving this strategy. The Client Consulting Manager is responsible for delivering this objective for India and South Asia clients. What you will need: Having already accumulated a variety of experience, you will be curious about the payment industry and keen to work alongside an experienced team in gaining a deeper understanding. You should be comfortable in delive

Job Title: Technology Team Leader, Material Science - Beauty & Personal Care Summary: Technology Team Leader - Material Science, Beauty & Personal Care (India) Are you ready to shape the future of beauty innovation? As the Technology Team Leader for Material Science in our Beauty & Personal Care division, you ll be at the forefront of scientific discovery and product transformation. This is more than a leadership role it s a chance to build something extraordinary from the ground up. What You ll Lead You ll establish and grow a high-impact surface science team in India, bringing together 3-5 brilliant scientists and technicians. Your mission? To unlock new technologies, pioneer application methods, and accelerate the launch of cutting-edge products that redefine performance in the BPC market. What You ll Drive Innovation with Purpose: Spearhead programs that fuel next-gen product development, from concept to commercialization. Scientific Storytelling: Use data-driven insights to prove how our products behave in formulations and real-world applications turning science into compelling product narratives. Structure-Performance Mastery: Lead investigations into structure-property relationships and translate them into measurable in-use benefits. What You ll Build A world-class R&D hub in India that s fully integrated into our global innovation ecosystem. A culture of curiosity and excellence, where safety, collaboration, and continuous learning are the norm. A legacy of leadership, mentoring your team to grow into the next generation of scientific trailblazers. Who You ll Collaborate With You ll work hand-in-hand with global segment leaders, marketing strategists, and commercial teams ensuring that every technical breakthrough aligns with business impact. You ll also represent the voice of science in customer engagements and industry forums. This is your opportunity to lead with vision, inspire with science, and deliver beauty breakthroughs that matter. Responsibilities Include: Safety, Continuous Improvement/Quality and Cultural Leadership Install and continuously improve laboratory safe working practices. Be the role model and champion of the Corporate Culture (Safety, Continuous Improvement and Quality) at the site Technology team. Work closely with other members of Corporate/Business Unit Technology team across the globe by role-modelling cohesion and collaboration. Foster a cohesive and well-functioning team as the leader of a team and a member of leadership team of the Site, BU/Segment and Corporate. Represent MPM during customer interaction occasions and technical conferences. Work closely with Commercial, Marketing and ADE leadership of the Segment and establish and maintain a vibrant customer interface. People Leadership Recruit, hire and design impactful material science-based team. Strengthen talent pipeline of scientists and Technologists through project enrollment, coaching, training and development programs based on the Strategic Talent Management Process and Performance Management Cycles in collaboration with managers of project members. Foster teams Technical Career Path growth through Individual Development planning and execution. Regularly provide feedback and advice, thereby helping individual team members to grow through their work at Momentive. Establish a stimulating and creative work environment and initiate and execute staff recruitment and development plans. Technology Team Leadership Initiate, develop and continually renew a robust portfolio of personal care focused product offerings to help Momentive and/or its strategic customers in Personal Care. Work closely with Global BU Technology, Marketing and Strategic Marketing to establish clear Business alignment of goals and critical milestones for the team. Drive the team to pursue timely delivery of critical milestones. Be accountable for the technology development from the team that meets or exceeds Customer/Industry requirements. Establish operating policies and procedures that enable the above. Ensure MPM s new product development processes and systems are fully utilized at the team, and fully utilize these for regular project review occasions. Serve as an interface to regional and global customers to better understand how their roadmaps and material needs can be translated into technical targets for Momentive s R&D team members. Interface with Global IP team to create and manage a highly competitive patent portfolio for the product line and IP Barriers to competitors with understanding of competitive patent landscape. Establish a stimulating and creative work environment and initiate and execute staff recruitment and development plans. Interface externally with academic and industrial collaborators to identify new opportunities and to develop synergistic collaborations upon alignment with the Segment Technology Leadership team. Qualifications: The following are required for the role Background Qualification: 10+ years Research & Development experience Technically led and mentored early career technology professionals preferably in the fields of product development in Beauty and Personal Care MS or PhD Degree in Surface Science in Material Science Multi-National Leadership (as manager or project leader) experience is preferred Language: English Required Work Experience : Strong technical competence and ability to evaluate/down-select technical approaches. Proven managerial experience- Proven experience with strategic evaluation / planning / road-mapping. Proven expertise in team development- Experience in building robust technology teams. History of driving advanced business/technology concepts to fruition. Required Technical/Business/Leadership Skills and Knowledge : Knowledge of overseeing laboratory operations and the implementation of safe laboratory practices & regulations. Strong leadership skills, capable of driving teams to establish roadmaps, budgeting, planning, and technology components for advanced platforms. Portfolio management experience (able to develop and manage a broad portfolio of programs from the standpoint of technology) Experience in partnership/collaboration/open innovation Strong Managerial Skills Outstanding oral and written communication skills Critical thinker with excellent analytical skill Demonstrated excellent prioritization and organization skills Preferred Qualifications Ph.D. in material science or surface science Proven leadership skills for a team with diverse background and skill levels. Experience in interacting with customers across regions. Working knowledge of Beauty and Personal Care applications Proven method development skills with collelation of instrumental data with consumer experiences What We Offer: At Momentive, we value your well-being and offer competitive total rewards and development programs. Our inclusive culture fosters a strong sense of belonging and provides diverse career opportunities to help you unleash your full potential. Together, through innovative problem-solving and collaboration, we strive to create sustainable solutions that make a meaningful impact. Join our Momentive team to open a bright future. #BePartoftheSolution About Us: Momentive is a premier global advanced materials company with a cutting-edge focus on silicones and specialty products. We deliver solutions designed to help propel our customer s products forward products that have a profound impact on all aspects of life, around the clock and from living rooms to outer space. With every innovation, Momentive creates a more sustainable future. Our vast product portfolio is made up of advanced silicones and specialty solutions that play an essential role in driving performance across a multitude of industries, including agriculture, automotive, aerospace, electronics, energy, healthcare, personal care, consumer products, building and construction, and more. Momentive believes a diverse workforce empowers our people, strengthens our business, and contributes to a sustainable world. We are proud to be an equal opportunity employer . Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any characteristic protected by law. To be considered for this position candidates are required to submit an application for employment and be of legal working age as defined by local law . An offer may be conditioned upon the successful completion of pre-employment conditions, as applicable, and subject to applicable laws and regulations . Note to third parties: Momentive is not seeking or accepting any unsolicited assistance from search and selection firms or employment agencies at this time.

Type : Full-time Location : Chennai Salary : Commensurate with qualifications and experience Reports to: Director Grant, Finance and IT Collaborates with: Project Teams, Field Teams, External Donors, and Vendors About LEAD at Krea University : LEAD is an action-oriented research centre of IFMR Society (a not-for-profit society registered under the Societies Act), leverages the power of research, innovation and co-creation to solve complex and pressing challenges in development. LEAD specialises in developing in-depth granular understanding of socio-economic contexts and harnessing actionable insights that have a wide range of applications in industry, policy, and academia. LEAD is a collaborative hub that brings experts from diverse disciplines and sectors together to develop innovative solutions by harnessing innovation, technology and analytics. Position Overview We are seeking a skilled Grant Executive to manage our grant management operations while providing essential financial management support. This role focuses primarily on grant lifecycle management, donor relations, and compliance (75%) with additional responsibilities in financial operations (25%). Key Responsibilities Grant Management (75% of role) Grant Proposals with Budgets and Project Creation Support grant proposal and budget finalisation with collaboration team, project leads, and field teams; Support agreement preparation & signing of contracts and facilitate smooth project onboarding; Prepare and submit PI forms and maintain MMT master s; Process donor compliance forms submission to IFMR and maintain comprehensive records; Manage agreement amendments including signing addendums and updating IFMR on revised clauses. Grant Compliance & Donor Relations Ensure strict compliance tracking and adherence to all grant requirements and donor stipulations; Maintain reporting schedules and manage due dates for all active grants; Provide financial due diligence details to donors as required. Grant Portfolio Management & Reporting Maintain comprehensive grant portfolio including active grants summary (donor details, amounts, duration, terms); Update monthly MIS reports and support in conducting monthly discussions with project teams; Roll out action recommended during the monthly meetings with project teams. Financial Reporting (Grant-specific) Help in preparing external reports for donors and regulatory bodies as per payment schedules; Generate internal management reports highlighting pending issues and project status; Ensure timely submission of all grant-related financial documentation. Budget Creation & Maintenance (Grant-focused) Monitor project actuals against approved budgets on monthly basis; Prepare 3-month forward projections and variance analysis with actuals. Financial Management (25% of role) - Co-ordination with the group finance department Accounts Receivable and Collections Track outstanding receivables with aging analysis and systematic follow-ups; Oversee invoicing plans and ensure timely raising of invoices. Accounts Payable Support Support vendor payments and maintain outstanding invoices tracking; Monitor major payment schedules and recurring expenses; Ensure compliance with procurement policies and vendor agreements. Required Qualifications Essential Requirements Bachelor s degree in Finance, Accounting, Business Administration, or related field; 2-4 years of experience in grant management, preferably in NGO/research/academic sector; Good understanding of donor compliance requirements and grant lifecycle management; Experience with financial reporting and budget management. Technical Skills Proficiency in financial software and grant management systems; Advanced Excel skills for financial analysis and reporting; Knowledge of accounting principles and financial compliance; Experience with donor reporting formats and requirements. Soft Skills Exceptional attention to detail for compliance and reporting accuracy; Strong communication skills for donor relations and internal coordination; Project management capabilities for handling multiple grants simultaneously; Analytical thinking for financial analysis and problem-solving. Preferred Qualifications Master s degree in relevant field; Experience with international donors compliance and multilateral funding agencies; Certification in grant management or project management. Key Performance Indicators 100% compliance with grant reporting deadlines; Timely submission of donor reports and compliance documents; Accurate budget variance analysis and forecasting; Efficient receivables management with reduced aging. Work Environment Office-based role with occasional travel for donor meetings; Deadline-driven environment with multiple concurrent projects; Collaborative work with internal and external stakeholders. Application Instructions: Deadline: Applications will be open till the position is filled. To apply, please collate your resume, a cover letter and writing sample in a single PDF and apply in the form here . Note: Due to the large volume of applications we receive, we are unable to contact each candidate individually regarding the status of their application. Only shortlisted applicants will be contacted for interview purposes. Job Features Job Category Grant Executive

About the Team: The APM Accident & Health team is comprised of a mix of highly experienced members already entrenched in advanced analytics and highly motivated newer members who thrives in a dynamic and fast learning environment. This team reports into the Chief Underwriting Officer and is part of theActuarial Portfolio Management Unit. About the Role: This position is part of the Accident & Health team within APM team in Corporate Solutions. You will play an important role of driving high quality analytics & insights by combining your technical and analytical skills with the insurance knowledge of the broader organization. As a Data Engineer, you will contribute to and support data management activities using most advanced Palantir technologies. The data management team enables data scientists and data analysts to provide risk knowledge advice and insights as well as data analytics SaaS solutions to Swiss Re clients. Roles & Responsibilities End-to-end ownership of designing and implementing data pipelines to source, extract, transform, and load data from various sources into a data lake. Collaborating with peers and senior team members to optimize data management processes. Performing data quality checks and troubleshooting. Maintaining comprehensive documentation and data lineage across multiple systems. Contributing to developing and implementing data analytics solutions strategy. Providing support to the consumers of the data. About You: Convincing interpersonal skills and ability to maintain effective working relations in a multi-disciplinary and multicultural environment. Self-starter, organized, and able to handle multiple priorities and meet deadlines. Able to apply quantitative skills, business knowledge, logical thinking and communicate the key message by visualization & presentation. Professional experience Minimum 2-3 years of hands-on work experience in Data Engineering Hands-on experience in building ETL / ELT data pipelines is required. Solid knowledge of data management disciplines, including data modelling, data quality management, and data access controls, within context of end-to-end data architecture. Proficiency with Python, PySpark, and SQL, or similar programming and query languages. TypeScript is a plus. Ability to pick up new technologies quickly. Experience with Palantir technologies. Experience with Databricks, Azure Data Factory, and Azure data storage services is a plus. Demonstrated ability to analyze complex data-related challenges and to identify effective solutions. Software engineering and DevOps mindset. Experience with Scrum/Agile development methodologies. A Bachelor s or Master s degree in computer science, data or software engineering, or equivalent work experience. Personal Skills You are motivated to focus executing on delivering high quality results on time You can articulate and communicate your work effectively and be comfortable in presenting your work to senior team members and leaders You work for the collective success of the team in close collaboration with senior team members. You are open and dependable; and demonstrate collaboration and intercultural competence. Educational level A Bachelor s or Master s degree in computer science, data or software engineering, or equivalent work experience. About Swiss Re Corporate Solutions Swiss Re is one of the world s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer. We anticipate and manage risks, from natural catastrophes and climate change to cybercrime. Swiss Re Corporate Solutions is the commercial insurance arm of the Swiss Re Group. We offer innovative insurance solutions to large and midsized multinational corporations from our approximately 50 locations worldwide. We help clients mitigate their risk exposure, whilst our industry-leading claims service provides them with additional peace of mind. Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. Swiss Re Corporate Solutions embraces a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability. If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience. Keywords: Reference Code: 134672

Job Title- Project Coordinator ( Chnage Management) Position type- Full Time Work Location- Bangalore/Noida/Gurugram Working style- Hybrid People Manager role: No Required education and certifications critical for the role- Any Graduate or Post-Graduate (full time) Required years of experience - Minimum 1+ years of relevant experience AON IS IN THE BUSINESS OF BETTER DECISIONS At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are committed as one firm to our purpose, united through trust as one inclusive, diverse team and we are passionate about helping our colleagues and clients succeed. Job Description: The OCM coordinator is an integral part of multiple Technology projects that need colleague engagement and adoption. The role is responsible for supporting the OCM leads and project managers by managing the OCM operations and coordination while working closely with a technologically complex business and broad set of enterprise services and technologies. Primary responsibilities: Integrates Aon s OCM framework techniques, methodologies, and tools into the project lifecycle. Works with OCM lead/ project managers to coordinate email campaigns, Viva Engage posts, Aon Avenue posts, user guides, etc. Manages smaller or low complexity colleague impacting projects. Coordinates campaigns with internal partners like Eloqua, Corp Comms, L&D, surveys, Viva Engage, and language translation partners. Assists with design, production, and delivery of OCM artifacts for projects - including communication drafts, positioning decks, Engagement presentations, Job aids, training materials, etc. Manages email campaign distribution lists Assists OCM leads to update OCM framework templates, SharePoint site, etc. Role-specific technical skills & knowledge: OCM Experience preferable Experience in technology department Experience in project coordination Working with people going through and adopting a change Knowledge of MS Productivity tools. Strong written and verbal communication skills. Effective research, analytical and problem-solving skills Basic understanding of project management principles specifically relating to client-facing projects and portfolio management. How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two Global Wellbeing Days each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. . We will work with you to meet your needs and ensure a fair and equitable experience.

Role & responsibilities Job Purpose: To lead and oversee the collections and recoveries function of the microfinance business, ensuring effective debt recovery, minimizing delinquencies, and maintaining portfolio quality. The role involves strategic planning, team management, and field operations oversight in alignment with regulatory and company standards. Key Responsibilities: Strategic Leadership: Develop and implement the overall collections and recoveries strategy for microfinance lending products. Monitor portfolio quality and design proactive measures to reduce NPAs and PAR (Portfolio At Risk) levels. Set collections targets and define KPIs for teams across geographies. Operations Management: Lead and supervise zonal/branch-level collections teams, including on-ground field recovery agents. Ensure timely and efficient recovery of overdue accounts while maintaining customer relationships. Coordinate with legal teams for necessary legal actions under SARFAESI, Lok Adalats, arbitration, etc., for hard bucket cases. Performance Monitoring & MIS: Generate and analyze regular MIS reports related to collections, delinquencies, and recovery performance. Track collection efficiency, aging analysis, and take corrective action for underperforming regions or products. Risk & Compliance: Ensure compliance with RBI regulations and internal credit policies for collection practices. Implement fair, ethical, and non-coercive recovery practices in line with the industry code of conduct. Manage reputational risk and escalate high-risk cases appropriately. Team Management: Recruit, train, and motivate collection and recovery personnel. Develop incentive and performance frameworks for the field collection staff. Conduct regular training on soft collections, field risk mitigation, and compliance norms. Key Skills & Competencies: Strong knowledge of microfinance operations and borrower profiles. Expertise in collections lifecycle: early bucket, mid-bucket, and hard bucket recovery. Experience in managing large field teams across geographies. Sound understanding of regulatory compliance, especially RBI & MFIN/SA-DHAN codes. Excellent negotiation, conflict resolution, and communication skills. High integrity, with the ability to handle field pressure and sensitive situations. Educational Qualifications: Graduate in any discipline (preferably Finance, Business, or Law) MBA/PGDM or equivalent preferred Certifications in credit/risk management or recovery processes (optional but beneficial)

Job Role & Designation: Elite Relationship Manager [Deputy Manager] Platinum Relationship Manager [Manager] Interview Details: Date: 19th July 25 (Saturday) Time: 11:00 AM to 02:00 PM Address: Kotak Mahindra Bank, 179, Scheme No 1 University Road, Mangal Pandey, Meerut, Uttar Pradesh - 250004 Contact Person: Ankit Gupta (Branch Manager) Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA. Age Limit: Applicants should be 35 years or less. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals.

Position Purpose: The Credit Analyst is responsible for conducting comprehensive credit analysis and formulating recommendations on corporate advances to multinational corporations (MNCs). The role aims to ensure robust risk management while supporting business growth, by minimizing credit losses and enhancing credit quality in line with internal policies and regulatory requirements. Key Responsibilities 1. Credit Analysis & Proposal Preparation Prepare in-depth, accurate, and concise credit proposals that align with bank policies. Analyze financial statements, economic indicators, and industry trends to identify key risks and opportunities. Recommend appropriate internal credit ratings and Global Recovery Rates (GRR) using analytical tools and judgment. 2. Credit Risk Monitoring & Portfolio Management Monitor and review existing credit exposures through annual reviews, covenant checks, portfolio reviews, and security monitoring. Identify and report early warning signals, including changes in financials, covenants, or external events affecting client creditworthiness. Ensure timely updates of financial spreadsheets and monitoring tools. 3. Coordination & Communication Liaise with Relationship Managers, internal stakeholders, and global BNP Paribas networks to ensure efficient credit processes and timely execution of global reviews. Facilitate smooth credit operations and minimize overdue files through proactive coordination. 4. Client & Committee Engagement Present credit proposals to local credit committees. Accompany Relationship Managers on client meetings where necessary to gain a deeper understanding of client businesses and risks. Participate in deal structuring and discussion forums. 5. Compliance & Controls Ensure adherence to internal credit policies, regulatory requirements, and risk governance frameworks. Respond to regulatory and internal audit queries pertaining to credit-related matters. Contribute to the banks Permanent Control framework and support audits and reviews. 6. Additional Contributions Stay updated with evolving credit policies, tools, and methodologies. Participate in credit-related projects and system enhancements. Support administrative tasks including statistical reporting, sector analysis, and watchlist tracking. Provide back-up support to team members and assist Team Lead/Head with ad hoc requirements. Key Technical Competencies Strong financial statement analysis Credit risk assessment and transaction structuring Knowledge of industry sectors and financial products Risk monitoring and portfolio management Excellent written communication and report writing Proficient in Microsoft Office (Excel, PowerPoint, Word) Key Behavioral Competencies Strong analytical and critical thinking skills High attention to detail and organizational ability Ability to manage multiple priorities under pressure Good interpersonal and communication skills Collaborative and team-oriented mindset Independent thinker with sound judgment and creativity Adaptability to changing environments and priorities Compliance Requirements Familiarity with regulatory credit frameworks and guidelines Ensure compliance with internal policies and external regulatory standards ** Interested candidates drop your resume to saarumathi.r@kiya.ai **

Positions : Relationship Manager (RM) Walk-In date: 24th & 25th July 2025 (11:00 AM to 3:30 PM) Interview Venue : IndusInd Bank Limited, 122/5, Bharathiar Salai, Cantonment, Tiruchirapalli - 620001 Contact Person: Thirunavukkarasu R (BM) Job Role : To service clients covering all their banking needs including bank/3rd party products To sell asset, wealth & other products (bank and third party) with a view to enhance revenue To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross sell Making cold calls from open market to attract potential customers and acquiring new Current Account & Savings Account (Specifically for sales profile) Achieve sales targets and operational aspects as assigned by the organization on a monthly basis Candidates must be graduate and good at basic communication and drafting conversations Must be from sales background preferably from Banking Industry Eligibility Criteria : Age must be within 37 years for RM Educational Qualification: Graduation and above Experience: 3+ years experience into Banking sales, Customer Service, Preferably into portfolio management Good interpersonal skills with a command on English and Local language

Positions : Relationship Manager (RM) Walk-In date: 23rd & 24th July 2025 (11:00 AM to 3:30 PM) Interview Venue : IndusInd Bank Limited, 122/5, Bharathiar Salai, Cantonment, Tiruchirapalli - 620001 Contact Person: Mohammed Yasin N (BM) Job Role : To service clients covering all their banking needs including bank/3rd party products To sell asset, wealth & other products (bank and third party) with a view to enhance revenue To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross sell Making cold calls from open market to attract potential customers and acquiring new Current Account & Savings Account (Specifically for sales profile) Achieve sales targets and operational aspects as assigned by the organization on a monthly basis Candidates must be graduate and good at basic communication and drafting conversations Must be from sales background preferably from Banking Industry Eligibility Criteria : Age must be within 37 years for RM Educational Qualification: Graduation and above Experience: 3+ years experience into Banking sales, Customer Service, Preferably into portfolio management Good interpersonal skills with a command on English and Local language

Role & responsibilities To achieve over all business targets on volumes and profitability for the specific and NTB customers for Infrastructure Finance Group. Ensure Portfolio Growth and Management in line with business segments objectives Major responsibilities: Asset Growth Core Income Liability Growth Key Objectives Qualitative Objectives Preferred candidate profile CA or MBA from Preferred Institute Infra/ commercial equipment market understanding is desirable Good selling skills to deal with B2B and B2C clients Exposure to Capital Markets/ SME preferred

As a Credit Assessment Specialist, you will be responsible for conducting a thorough and comprehensive credit assessment process to determine the most suitable loan products for customers seeking loans against property. Your main objective will be to ensure that the credit assessment is completed within the defined turn-around-time (TAT) while focusing on delivering exceptional service and transaction experience to customers. In this role, you will need to consider key market nuances during the credit underwriting process and strive to capture all relevant opportunities. It will be important to maintain a high-quality portfolio by managing the complete life-cycle of the loan process, from credit application to disbursement. You will also be required to stay informed about market factors, indices, policies, and regulations that may impact the credit portfolio and decision-making. Additionally, you will be responsible for ensuring proper management of post-disbursement documents and covenants. Collaboration with internal teams such as legal, technical valuation, field investigation, and risk containment teams will be essential to streamline the credit assessment process. The ideal candidate for this role should preferably have a Post Graduate degree with 5-8 years of relevant work experience. Prior experience in channel management for Loan Against Property (LAP), Home Loans (HL), and Secured Loans will be advantageous. If you are a detail-oriented professional with a strong background in credit assessment and a focus on customer service, we encourage you to apply for this challenging and rewarding opportunity.,

About the job: Key responsibilities: 1. Prospect Outreach: Initiate structured outbound calls to potential clients to introduce BlissMoney's wealth management solutions. 2. Lead Qualification: Engage prospects to understand their financial interests and investment readiness, ensuring alignment with our client profile. 3. Appointment Setting: Schedule and confirm high-intent meetings with wealth advisors and ensure a seamless handover process. 4. Follow-up Execution: Conduct timely follow-ups and callbacks, maintaining a high standard of courtesy and data accuracy. 5. CRM Management: Ensure clean, detailed, and accurate updates across all client interactions. 6. Client Experience Support: Assist in pre- and post-meeting communication, client feedback loops, and onboarding coordination. Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Bangalore only Salary: ₹ 2,50,000 /year Experience: 1 year(s) Deadline: 2025-08-15 23:59:59 Skills required: Client Interaction, Client Relationship, Effective Communication, Portfolio Management and Customer Acquisition Other Requirements: 1. MBA in Finance 2. Finance background About Company: At BlissMoney, we are redefining wealth management with a tech-driven, client-first approach. Our platform seamlessly blends intelligent financial planning, data-driven investment strategies, and expert advisory services to help you achieve your financial goals with confidence. Whether you're looking to build long-term wealth, optimize your tax efficiency, or explore new investment opportunities, BlissMoney.in offers a personalized, transparent, and hassle-free experience. Our advanced technology, combined with deep market insights, ensures that your wealth is managed with precision and care. Welcome to the future of wealth management, where innovation meets financial success.

As a candidate for this position, you will have the opportunity to work from preferred locations such as Gurugram, Haryana, India, or Mumbai, Maharashtra, India. To be considered for this role, you should hold a Bachelor's degree or an equivalent practical experience along with a minimum of 2 years of experience in business, advertising, or marketing. Experience in launching and managing paid digital advertising campaigns, particularly in Google Ads and other digital marketing platforms, is highly desirable for this position. Additionally, proficiency in assessing and achieving client success through various business techniques such as effective questioning, objection handling, and engaging promotion is preferred. Previous experience working with channel business, advertisers, agencies, or clients will be beneficial. The ideal candidate should demonstrate the ability to efficiently manage and prioritize a portfolio within an advertising or media business context to drive growth. Moreover, having the skills to craft compelling narratives and utilize storytelling techniques for client engagement will be an advantage in this role. About the job: Businesses across various industries rely on Google's cutting-edge advertising solutions to thrive in today's ever-evolving marketing landscape. In this role, you will bring a sales-driven mindset, a deep understanding of online media, and a dedication to ensuring customer success. Acting as a proactive problem-solver, you will navigate through changes swiftly, devising innovative strategies to consistently deliver exceptional outcomes for both Google and its clients. By establishing trust-based relationships with customers, you will uncover their business needs and provide tailored solutions to help them achieve their goals. Your responsibilities will include understanding client objectives, enhancing campaign performance, promoting Google products effectively, and formulating strategies to meet business and marketing targets. Through your strong influencing and relationship-building abilities, you will deliver high-quality solutions, manage partnerships, and conduct analyses to drive successful business results. By identifying the unique requirements of Google's key clients, you will work towards fulfilling their objectives and securing new business opportunities through Google's advanced advertising solutions. The sales teams at Google Customer Solutions (GCS) are dedicated advisors and skilled sellers who prioritize customer success by leveraging Google's best offerings to support small- and medium-sized businesses (SMBs). As a member of this team, you will collaborate with business owners to contribute significantly to their growth. Together, you will play a key role in shaping the future of innovation for customers, partners, and sellers, while enjoying the journey. Responsibilities: - Achieve quarterly business and product growth targets. - Manage a portfolio of medium and large-size businesses by identifying growth opportunities, managing risks, and developing strategic plans for success. - Collaborate with customers to facilitate annual digital marketing discussions and budgets. - Drive customer growth by providing exceptional customer experiences and meeting their business and marketing objectives. - Engage in stakeholder management and cultivate relationships with customers or agencies.,

You will be responsible for underwriting mortgage business and managing the portfolio in the assigned branch/location. Your core responsibilities will include reviewing and assessing a broad range of complex loan applications within defined guidelines, underwriting proposals as per policies and procedures, conducting personal discussions with customers to establish creditworthiness, maintaining Portfolio MIS and Delinquency MIS, building effective relationships with third parties, exceeding service quality standards, and facilitating the best outcomes for clients. Additionally, you will be required to undertake a critical review of credit proposals, ensure collateral and other credit risk mitigation, enable quick turnaround time of credit lending proposals for mortgage business, facilitate ongoing review of credit exposures, manage the credit underwriting function of your branch, follow up and ensure recovery of quick mortality cases, and ensure adherence to legal and documentation norms. To qualify for this role, you should be a Graduate with a preference for Masters/Post Graduate degree. Certifications such as CA/MBA are preferable. If you are looking to join a dynamic team and contribute to the success of the mortgage business, this role offers an opportunity for you to utilize your underwriting skills and expertise in managing credit portfolios effectively.,