3558 Portfolio Management Jobs - Page 15

As a Portfolio Manager / Portfolio Senior Manager at Squareyards in Pune, you will play a vital role as an individual contributor in the real estate sector. Your responsibilities will include leading a team of Team Leaders and Real Estate Agents, managing investments as an Investment Manager or Senior Investment Manager, and overseeing portfolios as an Associate Portfolio Manager or Senior Portfolio Manager. If you are a motivated, results-driven individual who is passionate about real estate and thrives in a dynamic work environment, we invite you to apply for this exciting opportunity. At Squareyards, we offer competitive fixed salaries, a 5-day work week, and regular salary appraisals every quarter. Additionally, you can benefit from a generous 40% incentive structure, receive qualified leads, and earn ESOPs per closed deal. Join our team to unlock your potential, shape the future of real estate, and be a part of our journey towards success. Square Yards is India's largest Proptech platform, known for revolutionizing the real estate industry through innovative technology. If you are interested in joining our team in Baner, Pune, please send your resume to kori.neelesh@gmail.com or contact us at 8106978948 to explore a rewarding career with us.,

The job role involves being responsible for bucket collection and recovery on loss on sale in the commercial vehicle portfolio. You will be managing a team of collection associates, ensuring adequate manpower for portfolio coverage meeting CAPE norms, and maintaining 100% mobile app usage with quality feedback/trails updated. Your specific focus will be on nonstarters and revenue collection, identifying deployment of assets, and meeting with delinquent customers. Initiating legal actions for critical cases and ensuring repossession of assets is done in compliance with standard operating processes are also part of your responsibilities. You must ensure no delay in the deposition of money. Key responsibilities include achieving collection efficiency in a timely manner to deliver targeted performance, effective cost management, and understanding and managing a healthy portfolio.,

The Partner - Financial Sponsor role within the Wholesale Banking division is a strategic relationship management position focused on establishing and nurturing impactful relationships with venture capital (VC) firms, private equity (PE) firms, and other financial sponsors. Your primary responsibility will be to identify, acquire, and manage relationships with Financial Sponsors, with a specific focus on larger entities. You will be required to build banking relationships at both the institutional/fund management level and with key decision-makers within the sponsor ecosystem. Providing tailored banking solutions for fund operations, treasury, and lending will be essential to engage fruitfully with Financial Sponsors. Furthermore, you will strategically map and engage with portfolio companies of financial sponsor clients, facilitating introductions with internal teams for onboarding and servicing. Collaboration with internal sales and product teams to design custom solutions for portfolio companies across asset, liability, and transaction banking offerings will be a key aspect of your role. Internal collaboration with Wholesale and Retail Banking stakeholders will be crucial to ensure a comprehensive go-to-market strategy. Working closely with product, operations, and onboarding teams to deliver a seamless customer journey is essential. Additionally, engagement with marketing and ecosystem teams to enhance visibility through joint engagements, ecosystem partnerships, and thought leadership will be part of your responsibilities. You will collaborate with the NEG Program Head to develop specific programs tailored to Financial Sponsors and GS+ start-ups. In addition to relationship management, you will be expected to track key trends in the sponsor landscape, including investment themes, sectoral focus, and fundraising activities. Maintaining and updating internal sponsor portfolios to ensure proactive coverage of sponsor entities and their investee companies will be important. Furthermore, contributing to ideation around new product development, sector playbooks, and sponsor engagement strategies will be a part of your role. To qualify for this position, you should hold an MBA/CA/CFA or equivalent from a reputed institution and have 5-10 years of relevant experience in the field.,

You are the AVP - Lead Liability Underwriting in the Global Corporate & Commercial (GC&C) department located in Vikhroli, Mumbai. Your work schedule is Monday to Friday, reporting to the Head of GC&C India with matrix reporting to the Regional Head of LOB, Asia. With a preference for the General Insurance industry, your role involves leading the development and execution of underwriting strategy within the Engineering or relevant commercial lines portfolio under GC&C India. Your responsibilities include formulating and implementing a structured underwriting and portfolio strategy, defining and monitoring KPIs, ensuring technical adherence to risk appetite and operational standards, leading market-facing underwriting activities, and achieving sustainable portfolio performance. You will be responsible for owning the full P&L of the LOB, achieving top-line and bottom-line business objectives, implementing corrective actions based on performance, strengthening relationships with stakeholders, driving adherence to technical guidelines, monitoring financial KPIs, controlling data accuracy, utilizing treaties for profitability, ensuring governance and regulatory compliance, building and leading a high-performing team, driving talent development, fostering a culture of collaboration, and creating a talent pipeline for succession planning. To be successful in this role, you should have a graduate/postgraduate degree in a quantitative discipline, professional insurance qualifications, proven success in underwriting and managing profitable portfolios, experience in managing country-level portfolios, exposure to global business environments, deep understanding of underwriting, risk selection, and portfolio management, strong knowledge of local insurance market and competitive landscape, excellent stakeholder management, negotiation, and coaching abilities, high analytical, communication, and presentation skills, team-building and leadership qualities, proficiency in English, and willingness to travel as required.,

As a Senior IT Project Manager at AVEVA, you will play a crucial role in leading, overseeing, and ensuring the successful delivery and management of single or multiple projects within scope, quality, time, and cost constraints. Your responsibilities will include analyzing project proposals, determining time frames and funding limitations, identifying project deliverables and milestones, providing leadership to project team members, establishing work plans and staffing, implementing project communication plans, and performing risk assessments with mitigation plans in place. You will be responsible for monitoring project activities, ensuring the quality and integrity of information, aligning project goals with business objectives, assigning duties and responsibilities to project personnel, directing and coordinating project activities to ensure progress within schedule and budget, reviewing status reports, and establishing standards and procedures for project reporting and documentation. Additionally, you will be expected to continuously benchmark project management performance for improvements and higher capability maturity in project and portfolio management. The ideal candidate for this role should have experience in overseeing a variety of IT projects, with a focus on delivering IT Infrastructure projects. You should possess advanced understanding and use of AVEVA PPM tools. Your ability to establish good working relationships with external service providers will be essential for successful project delivery. At AVEVA, you will be part of a global team of over 300 IT professionals responsible for maintaining systems and platforms that keep the company running smoothly. You will contribute to the transformation and modernization efforts globally, supporting the business with key IT solutions. AVEVA offers a collaborative, inclusive, and authentic culture that values autonomy while providing support and guidance when needed. By joining AVEVA, you will become part of a special team where your unique perspectives are respected and included in solutions for business functions. In this role, you can expect to work in a hybrid arrangement with the possibility of being based in either Hyderabad or Bangalore, India. AVEVA values its employees and offers a comprehensive benefits package including gratuity, medical and accidental insurance, attractive leave entitlement, childcare support, education assistance programs, and more. AVEVA is committed to recruiting and retaining a diverse workforce, and reasonable accommodations are available for applicants with disabilities during the hiring process. If you are ready to take on the challenge of leading IT projects at AVEVA, submit your cover letter and CV through our application portal. Join us in delivering essential industrial solutions safely, efficiently, and sustainably.,

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - JP Nagar & Jayanagar Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 22nd Jul 2025 ( Tuesday) Time - 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment Advisory, Financial Advisory, Investment Planning, Mutual Funds, Investment Products, Financial Planning, Investment Analysis, Investment Strategies, Fund Management.

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management Identify existing branch customers who meet Preferred program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build rapport and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR etc Handling Service Request for NR HNW clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the NRI Preferred Customer Product Penetration & contribution towards focused product •Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required : Minimum experience in years 3-4 yrs Exposure to NRI segment (preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Notes (Any specifications apart from all mentioned above, to be communicated for the role) Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 22nd Jul 2025 ( Tuesday) Time - 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Role & responsibilities :- NRI Client Relationship Management: Build and maintain strong relationships with NRI clients, understanding their financial goals, needs, and preferences. Act as the primary point of contact for NRI clients, addressing their inquiries, concerns, and providing prompt assistance. * Portfolio Management: Utilize your experience in managing portfolios for NRI clients in any other bank to effectively handle our clients. * Business Development: Proactively identify opportunities to expand the NRI client base and increase the bank's market share in the NRI segment. Develop and execute strategic plans to attract and on-board new NRI clients. * Compliance and Regulations: Stay up-to-date with banking regulations, tax laws, and other compliance requirements pertaining to NRI banking. Preferred candidate profile 3-6 years of proven experience in managing NRI clients and portfolios in a banking environment. Must have a portfolio of NRI clients in previous organization In-depth knowledge of banking products and services related to NRI banking. Excellent communication, negotiation, and interpersonal skills. Ability to build trust with clients and provide exceptional customer service. Demonstrated track record of meeting and exceeding targets. Familiarity with relevant banking regulations and compliance requirements. Should have knowledge of Forex Remittances (retail as well as trade) to facilitate the customers. Regards, Sandipa Dutta 7980475998

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients. Helping the company meet its financial objectives through personalised financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. Your tasks Organise client meetings to discuss financial goals, risk tolerance and investment preferences. Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning. Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments. Evaluate investment opportunities, considering factors like risk, return potential and liquidity. Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks. Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives. Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving. Participate in industry conferences and seminars to expand knowledge and network with potential clients. Preferred skills and qualifications A master's degree in finance, accounting, economics, or a related field. Experience in serving high-net-worth individuals and understanding their unique wealth management needs. Proven track record of achieving sales targets and building a successful client portfolio. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously. Share your Cv at milki.bisht@nlbtech.in

Description: Job Summary We are seeking a dynamic Project Manager cum Scrum Master with 7+ yrs. of experience to lead end-to-end project delivery while ensuring Agile practices are followed effectively across teams. This hybrid role requires a balance of traditional project management disciplines and Agile leadership, helping teams achieve high performance through structured planning, execution, collaboration, and continuous improvement. Requirements: Required Skills Minimum 4 years of experience in IT project delivery with at least 2 years as a Scrum Master. Strong understanding of Agile methodologies (Scrum, SAFe, Kanban). Hands-on experience with project management tools (Jira, Confluence, MS Project, etc.). Strong analytical thinking and problem-solving ability. Working with cross-functional and distributed Agile teams. Exposure to telecom, embedded systems, or enterprise software projects. Experience in DevOps, CI/CD environments is a plus. Job Responsibilities: Key Responsibilities Project Management Plan, manage, and deliver complex projects across their lifecycle, Telecom project will be added advantage. Develop detailed project plans, resource allocation, budgeting, risk management, and stakeholder communication. Project Delivery experience in NMS/EMS Telecom applications will be plus. Monitor timelines, costs, quality, and delivery against defined scope and KPIs. Interface with customers, partners, and internal stakeholders and provide regular status updates. Scrum Master Facilitate daily stand-ups, sprint planning, sprint reviews, and retrospectives. Guide teams on Agile best practices (Scrum, Kanban) and help remove blockers. Track team velocity, burn-down charts, and other Agile KPIs to ensure consistent delivery. Promote a culture of continuous improvement, accountability, and collaboration. Coach team members, product owners, and stakeholders in Agile practices and values. What We Offer: Exciting Projects: We focus on industries like High-Tech, communication, media, healthcare, retail and telecom. Our customer list is full of fantastic global brands and leaders who love what we build for them. Collaborative Environment: You Can expand your skills by collaborating with a diverse team of highly talented people in an open, laidback environment — or even abroad in one of our global centers or client facilities! Work-Life Balance: GlobalLogic prioritizes work-life balance, which is why we offer flexible work schedules, opportunities to work from home, and paid time off and holidays. Professional Development: Our dedicated Learning & Development team regularly organizes Communication skills training(GL Vantage, Toast Master),Stress Management program, professional certifications, and technical and soft skill trainings. Excellent Benefits: We provide our employees with competitive salaries, family medical insurance, Group Term Life Insurance, Group Personal Accident Insurance , NPS(National Pension Scheme ), Periodic health awareness program, extended maternity leave, annual performance bonuses, and referral bonuses. Fun Perks: We want you to love where you work, which is why we host sports events, cultural activities, offer food on subsidies rates, Corporate parties. Our vibrant offices also include dedicated GL Zones, rooftop decks and GL Club where you can drink coffee or tea with your colleagues over a game of table and offer discounts for popular stores and restaurants!

JOB DESCRIPTION: Experience: 2 to 5 Years Key Responsibilities: 1 Manage the Affluent Book of the mapped branch 2 Acquire HNI/Affluent customers in the branch catchment 3 Drive CASA growth, Investment & Insurance sales 4 Ensure consistent sales & service to managed customers 5 Support in Loan Book growth Key Skills Required: Portfolio Management HNI Customer Acquisition Wealth, CASA, Investments & Insurance handling

At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, sustainable and more connected world. Job Overview TE Connectivity's Engineering Project Management Teams manage cross-functional engineering projects. They work with Product Management, Sales, Quality, Manufacturing, Finance, and other functions across TE to ensure projects meet financial, schedule and customer expectations. They are responsible for defining and creating project schedules, portfolio management, communication and execution of programs, identifying resource constraints and working with management for resolution, while adhering to LeanPD processes. Required Skills: o Bachelors degree in engineering or business or local equivalent. o 2 - 4 years of project management experience or other relevant experience o Basic understanding of the interdependence across the engineering, operations, plant manufacturing, and product management functions. o Ability to work in a global environment able to accommodate varying time zones and able to collaborate with individuals across multiple geographies. (PAC meetings are global and will require that this individual can routinely facilitate early morning and evening meetings.) o Experienced meeting facilitator able to keep participants on topic, achieve all meeting goals, and achieve meeting closure within allotted meeting time. o Strong communicator able to articulate points of view clearly and concisely in a global setting with a diverse audience including senior leadership o Knowledge in Lean principles and/or experience in continuous improvement activities a plus. o Proficiency in developing dashboards using Power BI or Tableau will be considered an added advantage. Responsibilties: o Coordinate and facilitate global PAC (Project Approval Committee) meetings on a weekly basis for all product teams, including scheduling and accurate documentation. o Provide comprehensive administrative support for the PMO office and the Project and Portfolio Management system. o Manage all aspects of Mini-PAC and PAC administration, including facilitation, auditing, and compliance tracking. o Oversee the organization and maintenance of Microsoft Teams and ESS folders; manage dashboard content and access. o Accurately document meeting minutes and PAC action items and collaborate with the global project management engineering team to ensure timely closure. o Monitor and generate reports on the performance and progress of the PMOs project portfolio. o Design and implement Microsoft Teams dashboards aimed at enhancing engineering efficiency and visibility. o Facilitate the collection, tracking, and closure of PMO-related metrics. o Proactively identify opportunities for process improvement and contribute to continuous enhancement initiatives within the PMO.

Job description Role & responsibilities Exp. in Private Banking is must To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch. Candidate must have exp. required more than 6 years in wealth management or Private wealth.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Risk Associate CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Manage client/dealer limits for commodities 2) Evaluate risk profiles and set exposure limits 3) Process real-time limit changes during market hours 4) Process real-time limit changes during market hours 5) Operate MCX/NCDEX terminals and manage contract expiries 6) Oversee position limits and fund allocations 7) Participate in testing and implementation of RMS systems 8) Participate in testing and implementation of RMS systems 9) Handle EOD risk activities and circulate market updates Skills & Requirements:- 1) Graduate in Finance/Economics; MBA preferred 2) NISM Commodity Derivatives Certification (mandatory) 3) Proficiency in RMS and commodity platforms 4) Knowledge of commodity markets, MCX/NCDEX, and SEBI rules Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681

Description of the role: Within Portfolio Administration, the individual will be responsible for the governance and oversight of all daily Reconciliation activities. This includes interaction with AB Sales and Portfolio Management teams, Auditors and Custodian banks. The individual will be expected to manage the manage the Investment management operations and will need to be able to communicate effectively with various internal and external clients. Description of the applications and business or enterprise functions the role support s: The Portfolio Administration team services a number of internal and external applications. On a daily basis the Analyst will use reconciliation systems (CTC), Portfolio Management System, Cash flow management tool (AceWin), Microsoft Office, other internal applications such as EPA, ERP, BOSS, APEX, AB Advantage, etc. Along with external and potentially new applications that include Bloomberg as well as a number of custodian websites. Responsibilities Daily monitoring and evidencing of oversight controls related to reconciliation. Working collaboratively internal and external stakeholders. Participation in various firm initiatives and working groups Participation in internal/external audit best practice discussions Managing vendor relationship & building service delivery benchmarks Leading automations & efficiency projects What makes this role unique or interesting? Fast paced, dynamic environment which includes daily interaction with a large number of internal and external stakeholders. Problem solving, out of the box thinking, managing escalations & analyzing risk before taking any action. What is the professional development value of this role ? The Oversight manager will learn about the various products that AB offers and the differences amongst them. They will also have significant contact with the front and middle offices, as well as external clients, making this a demanding and rewarding position. The goal is also to develop this individual into strategic leadership. Qualifications The ideal candidate should have a Bachelor s degree in Finance, Economics, Accounting or another relevant discipline. Has experience in business operations, working with a team and meeting time sensitive deadlines. Skills: Our analysts typically have track records of outstanding professional performance or academic achievement, along with excellent analytical skills, financial skills, technical skills, attentions to detail and as well as strong communication skills. Candidates should have a strong ability to work and manage in a collaborative environment and to present results to both expert and non-expert audiences. Special Knowledge: The Candidate should be outgoing, work well in a team setting, and handle changes with a positive outlook. Knowledge of strategic outsourcing relationships preferred. Pune, India

What if companies had truly informed, engaged, and influential employees? This is the challenge that Sociabble decided to take up in 2014, by launching an SAAS platform for Internal Communication , Employee Advocacy , and Employee Engagement . 11 years later, Sociabble is used in more than 180 countries, by companies such as Coca-Cola, Mars, Accor, EDF, Tata, Capgemini, Generali. International since day 1, the company has offices in Paris, Lyon, Boston and Mumbai. Sociabble was founded by two pioneers of the Internet, Jean-Louis B nard and Laurent Gauthier, entrepreneurs and investors for more than 25 years. By building the company, they were inspired by the best of U.S.-based SAAS platforms, without being constrained by the caricatures or culture of Silicon Valley start-ups. They created a boostrapping culture. Sociabble is identified by U.S. analysts as one of the best solutions on the market today. Simplicity, kindness, respect, exemplarity, fairness, and trust are the values around which the company has developed. The teams consist of a mix of experienced and junior professionals, to facilitate day-to-day learning through mentoring. It is in the Customer Success team that a permanent position is vacant: Customer Account Manager As a Customer Account Manager, you are responsible for the business strategy and development of your client portfolio in APAC. Your mission is to ensure customer satisfaction, retention, and growth of strategic accounts by aligning their business challenges with Sociabble s solutions. You are the key partner for client decision-makers (C-level, Sponsors, Communication, HR, IT ) and oversee the entire customer lifecycle, from onboarding to partnership development, working closely with a Digital Project Manager (DPM) and liaising with Product teams. Your role is structured around four strategic pillars: Account management Responsible for driving growing financial revenue by securing renewals and identifying growth opportunities within your portfolio Build a strong network within your accounts and develop high-level strategic relationships with key decision-makers (C-level) in a business partnership mindset Manage the entire sales cycle, from identifying and qualifying needs to presenting tailored solutions, handling commercial proposals, negotiations, and closing deals within your portfolio Strategic advisory Act as a trusted advisor to clients (C-levels, Sponsors, Communication, HR ), understanding their business challenges and guiding them on engagement strategies related to communication and advocacy Define the Success Plan alongside the DPM and ensure its alignment with the client s strategic goals Lead regular check-ins and steering committees, bringing together the client s project team and executive stakeholders Driving Sociabble deployment & adoption Oversee project support, primarily executed by the DPM in charge of operational execution and technical coordination, across all project phases (before, during, and after deployment) Ensure that project actions executed with the DPM align with the client s long-term strategic needs Relay client feedback to the Product teams to contribute to platform improvements Proactively suggest internal process enhancements to optimize the customer experience Inspire, manage & share knowledge Working directly with the DPM, you ensure a clear division of responsibilities and create an efficient, dynamic working environment Embody Sociabble s values, fostering a culture of excellence and collaboration among colleagues and clients Qualifications The ideal Candidate Education & experience University degree in commercial, digital, or engineering fields 4+ years of hands-on experience as an Account Manager with project management exposure 3+ years of experience handling both indian & APAC clients Sales & account management expertise Strong background in long and complex sales cycles, using various methodologies Proven ability to manage multiple projects simultaneously in a fast-paced environment Full sales cycle experience: renewals, upsells, cross-sells, and negotiations Languages & work Style Fluent in English (C2) - mandatory Highly autonomous, self-motivated, and results-driven Ability to perform at a high level in a full-remote setting Strong team player, able to collaborate effectively across teams and departments Proactive mindset, taking initiative and anticipating client needs Stakeholder engagement & client relations Skilled at engaging with C-level executives, HR Directors, Communication Directors, and Project Managers Ability to build and maintain long-term strategic relationships, including with large accounts Strong service orientation, with a mix of analytical and synthesis skills Essential skills & knowledge Expertise in new technologies, SaaS, and digital transformation Deep understanding of internal communication, social networks, and community management Team management experience is a plus - while not mandatory, prior leadership or mentoring experience is highly valued Mandatory experience (please note that applications that do not meet these criteria cannot be considered) Minimum 4 years in a related position, including experience handling APAC customers Fully bilingual in English(C2 level required) Proven experience managing the full sales cycle (renewals, upsell, cross-sell, negotiation) Ability to manage multiple complex projects simultaneously Demonstrated expertise in High-Touch portfolio management Our perks: Join an international Scale Up SaaS that s certified as a Great Place to Work and as a Best Workplace for 2023. Explore your new role with personalized and comprehensive onboarding , followed by workshops, Friday trainings, and year-round training sessions! Enjoy benefits designed for your well-being at work: healthcare support, paid leaves and sick days . Find your perfect balance with hybrid and flexible work (#LI-Hybrid), all while reuniting with your team in our beautiful office in Bombay each Thursdays. Connect with your colleagues through numerous events : afterworks, team buildings, town halls. Choose a committed company : partnership with Tree Nation, where each Sociabble employee plants trees to offset their CO2 emissions. Embody our values : kindness, ambition, humility. At Sociabble, we are Bootstrappers . Our recruitment process: Video meeting (45 minutes) via Teams with Lousia, Talent Acquisition. Manager interview (1h30) with Laura, Chief Customer Officer. Interview (45 minutes) with Krusha, Head & Director of APAC. Simulation (1h) with Krusha, Laura & Jeoffrey, Customer Success Director. Informal meeting (15 minutes) with Vaibhavi, Digital Project Manager. Reference check Important information before applying: Permanent Position Based in Mumbai All your information will be kept confidential according to EEO guidelines.

Join us as a Project Manager In this key role, you ll be responsible for the end to end delivery of projects within time, cost and quality You ll gain valuable exposure as you build and maintain positive working relationships with stakeholders across multiple franchises, domains and functions and at different levels of hierarchy It s a fantastic chance to put your existing project management skills to the test and advance your career We are offering this role at vice president level What youll do As a Project Manager, you ll be responsible for identifying, tracking, managing and mitigating any project risks, assumptions, issues and dependencies. You ll be leading the analysis of problem and opportunity statements and preparing estimates for approval, leading the creation of a financial business case. You ll also be: Managing and reporting on project costs and making sure the project is completed within allotted budgets Leading and defining a project initiation document or equivalent Agile artefact, making sure that the solution clearly supports and is aligned to the company s strategic goals Preparing and taking ownership for all project plans and controls and resource plans, as well as progress reporting on plans, controls and resource requirements Making sure that all project deliverables satisfy the requirements and that they adhere to the agreed governance framework Tracking, reporting and realising project benefits and taking the necessary action required if benefits are affected by changes using a consistent approach The skills youll need To succeed in this role, you ll need knowledge of change frameworks, including project, programme and portfolio management . You ll also need to hold an appropriate project management qualification such as Prince 2 or Agile. In addition, you ll need: Experience of managing multiple teams across multiple geographies and management of others responsible for change Experience of project planning and monitoring Experience of delivering strategic projects that support the business strategy and its growth agenda Knowledge of end-to-e nd delivery management including project governance and release management Hours 45 Job Posting Closing Date: 27/07/2025

Join our Multi-Asset Portfolio Solutions team as an Area Product Owner, where youll play a pivotal role in shaping the future of product innovation. Drive value for customers, guide successful launches, and exceed expectations as a core leader. Collaborate directly with the business to enhance revenue, reduce costs, mitigate risks, and improve processes. As an Area Product Owner in the Multi-Asset Portfolio Solutions team, you will be an integral part of the Multi-Asset Portfolio Solutions team, supporting Fund and Portfolio Management Toolkit function through shaping the future of product innovation as a core leader. You are responsible for driving the direction of the platform, maintaining a Product Cabinet, and prioritizing decisions made for the platform. The Product work has substantial impact across the business/firm and is geared towards revenue enhancement, cost reduction, risk mitigation, process improvement, increasing reach for insights, or other priorities as defined by management. Job Responsibilities Own the product s vision and execute your strategy to realize it, while rigorously applying product best practices to stay abreast of the latest market and technology opportunities. Complement a strong product intuition with data-informed evidence to actively manage the product backlog in an agile development environment. Critically evaluate data, information, ideas, and arguments when determining what should be built, and describe what is needed with well-written stories. Assist in the end-to-end development of Fund Management Toolkit and facilitating its integration with Portfolio Manager Toolkit. Develop and validate the methodologies for post trade data analysis and enhance the with appropriate data load. Facilitate the new fund launch in line with strategic objectives, while enhancing the intra system component integration viz. Exposures, PTS, Capacity, SAA etc. Incorporate existing tactical tools utilized by PMs on organizational platforms to develop long term strategic solutions. Drive data quality testing and improvement efforts across the Due Diligence platform. Distill insights from data across diverse users, business, and industry sources. Set motivating objectives for the business and your team with well-designed OKRs that measure success by the business outcomes your product achieves. Drive committed partnerships with your business stakeholders, Engineering, Design, and Product peers. Required qualifications, capabilities, and skills Graduate / post-graduate, with a minimum of 10+ years of experience in Banking / Financial Services of which at least 5 years are as a hands-on product manager with demonstrable experience in agile product practices throughout the product lifecycle. Possesses a strong background in econometrics and analytics, with expertise in managing and analyzing complex data sets. Experience in statistical analysis and testing toolsets Familiarity with Product ownership model including project planning, Jira story writing, resource management, requirements management (elicitation, documentation, prioritization, etc.), process mapping, process design, procedure authoring, org design, capacity sizing, etc. High data literacy including data collection, synthesis, and translation of results into concrete actionable solutions. Organized and effective execution - work independently, set, and manage expectations, model work ethic, proactively manage efforts across multiple teams, rigorously communicate. Excellent documentation, analytical, and reasoning skills (e.g., adheres to best practices in meeting management, regularly completes tasks and conducts business with minimal supervision). Applies innovation and design thinking techniques to continually challenge and improve the efficiency, scale, and resilience of our platform. Ability to thrive and drive change in fast paced, complex agenda. Preferred qualifications, capabilities, and skills Familiarity with at least one programming language (i.e., Python or Java). Proficiency in MySQL or GraphQL is preferred. Subject matter expert within Multi-Asset Portfolio Solutions or Portfolio Management Toolkit. Certified Scrum Product Owner (CSPO) certification preferred. Join our Multi-Asset Portfolio Solutions team as an Area Product Owner, where youll play a pivotal role in shaping the future of product innovation. Drive value for customers, guide successful launches, and exceed expectations as a core leader. Collaborate directly with the business to enhance revenue, reduce costs, mitigate risks, and improve processes. As an Area Product Owner in the Multi-Asset Portfolio Solutions team, you will be an integral part of the Multi-Asset Portfolio Solutions team, supporting Fund and Portfolio Management Toolkit function through shaping the future of product innovation as a core leader. You are responsible for driving the direction of the platform, maintaining a Product Cabinet, and prioritizing decisions made for the platform. The Product work has substantial impact across the business/firm and is geared towards revenue enhancement, cost reduction, risk mitigation, process improvement, increasing reach for insights, or other priorities as defined by management. Job Responsibilities Own the product s vision and execute your strategy to realize it, while rigorously applying product best practices to stay abreast of the latest market and technology opportunities. Complement a strong product intuition with data-informed evidence to actively manage the product backlog in an agile development environment. Critically evaluate data, information, ideas, and arguments when determining what should be built, and describe what is needed with well-written stories. Assist in the end-to-end development of Fund Management Toolkit and facilitating its integration with Portfolio Manager Toolkit. Develop and validate the methodologies for post trade data analysis and enhance the with appropriate data load. Facilitate the new fund launch in line with strategic objectives, while enhancing the intra system component integration viz. Exposures, PTS, Capacity, SAA etc. Incorporate existing tactical tools utilized by PMs on organizational platforms to develop long term strategic solutions. Drive data quality testing and improvement efforts across the Due Diligence platform. Distill insights from data across diverse users, business, and industry sources. Set motivating objectives for the business and your team with well-designed OKRs that measure success by the business outcomes your product achieves. Drive committed partnerships with your business stakeholders, Engineering, Design, and Product peers. Required qualifications, capabilities, and skills Graduate / post-graduate, with a minimum of 10+ years of experience in Banking / Financial Services of which at least 5 years are as a hands-on product manager with demonstrable experience in agile product practices throughout the product lifecycle. Possesses a strong background in econometrics and analytics, with expertise in managing and analyzing complex data sets. Experience in statistical analysis and testing toolsets Familiarity with Product ownership model including project planning, Jira story writing, resource management, requirements management (elicitation, documentation, prioritization, etc.), process mapping, process design, procedure authoring, org design, capacity sizing, etc. High data literacy including data collection, synthesis, and translation of results into concrete actionable solutions. Organized and effective execution - work independently, set, and manage expectations, model work ethic, proactively manage efforts across multiple teams, rigorously communicate. Excellent documentation, analytical, and reasoning skills (e.g., adheres to best practices in meeting management, regularly completes tasks and conducts business with minimal supervision). Applies innovation and design thinking techniques to continually challenge and improve the efficiency, scale, and resilience of our platform. Ability to thrive and drive change in fast paced, complex agenda. Preferred qualifications, capabilities, and skills Familiarity with at least one programming language (i.e., Python or Java). Proficiency in MySQL or GraphQL is preferred. Subject matter expert within Multi-Asset Portfolio Solutions or Portfolio Management Toolkit. Certified Scrum Product Owner (CSPO) certification preferred.

Team Summary: Visa Consulting & Analytics (VCA) is Visas client-facing consulting division, serving Visas clients (including card issuers, acquirers and merchants) and solving their strategic problems linked to money movement. Drawing on our expertise in strategy consulting, payments, data analytics, marketing, operational and macroeconomics, VCA drives high impact and tangible financial results. In Asia Pacific (AP), VCA has two types of teams - (1) Geo team, focused on serving the accounts in their geography and (2) Practice Area teams, focused on providing and deepening expertise in functional topics such as risk, digital, corporate banking, AI, etc. What A Consulting Sr. Manager - Credit Risk, Asia Pacific does at VISA: The VCA Credit Risk Advisory team is responsible for delivering advisory services to Visa s clients across Credit Risk and Portfolio Optimization areas. The Senior Manager Credit Risk individual will bring expertise in both the Credit Risk functional domain and in risk analytics gained as Risk practitioner within a bank and/or a specialized risk consulting firm. We are looking for a motivated, analytically minded individual with a track record of using Risk expertise to unlock business value. As a Sr. Manager, you will play a pivotal role in developing and expanding our Credit Risk consulting services across the Asia Pacific region, focusing on key priority areas that will grow both Visa s and the client s business. One of the key priority areas will be issuer portfolio optimization. Potential projects include optimization of the client s processes around cards acquisition, underwriting, portfolio management and collections, development of risk models and their use for decisioning across the credit lifecycle, etc. Key responsibilities for the Senior Manager Credit Risk include: Contribute to the delivery of Credit Risk advisory engagements across Asia Pacific Collaborating with the client s team (both internal and external) to understand the business problem and desired business outcome Business Development: Prepare client proposals and project plans, identifying dependencies, roles and responsibilities, scope, and deliverables. End-to-end delivery of multiple projects within timelines, scope and budget requirements Ensuring all project documentation is up to date and maintain the highest levels of quality in deliverables Support the development and maintenance of consistency, standards and quality control of Credit Risk consulting methodologies, ensuring world-class best practices and efficiency through economies of scale. Thought Leadership, Practice, and Solution Development: Create consulting practice materials such as set-plays, pitch decks, whitepapers and other assets following best practices and the latest IP that Visa s market teams can use to scale reach and impact. Why is this important to VISA: With a rapid change in the payment landscape, new regulations around open banking and the emergence of new Fintech players and AI technologies - the payment ecosystem is rapidly evolving, and our clients are looking to Visa as the payment experts to help them navigate through the opportunities and challenges that these changes pose. Visa with its global reach and rich transaction data set is ideally positioned to assist banks and merchants solve their strategic business problems and drive growth. As a Senior Manager, you will contribute to expanding VCA consulting engagements with our clients to drive new revenue streams. What you will need: Candidate with 10+ years of risk experience in banking / consumer lending industry preferred. Graduate / Post Graduate degree (Masters or Ph.D.) in Quantitative field such as Statistics, Mathematics, Computer Science, Economics, or equivalent experience preferred. Domain expertise in Credit Risk Management. Deep understanding of the credit risk industry, key players, regulatory framework and credit risk management best practices. Understanding of the credit risk models development approach, decisioning strategy definition and implementation, operational and regulatory reporting. Understanding of the consumer Credit risk landscape in AP preferred. Self-motivated, results oriented with strong analytical and problem-solving skills, with demonstrated ability to think creatively and strategically Excellent communication, storytelling and presentation skills. Detailed oriented, the candidate is expected to ensure the highest level of quality/rigor in deliverables, reports & data analysis. Proven skills in translating analytics output to actionable recommendations. Experience in presenting ideas and analysis to stakeholders with the ability to tailor data driven results to various audience levels. Expert proficiency in power point and excel. Team player with collaborative, diplomatic, and flexible style, able to work across cultures. Individual, that upholds and promotes the highest ethical standards and mutual respect in the workplace. Exhibit intellectual curiosity and strive to continually learn. What will also help: Strong financial acumen and understanding of profitability drivers of financial institutions Proficiency in some of the following statistical techniques: Linear and Logistic Regression, Decision Trees, Random Forests, Markov Chains, Support Vector Machines, Neural Networks, Clustering, Principal Component Analysis, Factor analysis etc.

Job description Role & responsibilities Exp. in Private Banking is must To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch. Candidate must have exp. required more than 6 years in wealth management or Private wealth.

Managing assigned client portfolio to ensure superior service delivery leading to cross sell. CASA Build up, improving product holding per customer through cross sell of banking products, acquiring new clients, walk in clients. Call khyati 9022157571

Overview Looking for a Program Manager/ Cluster Head with minimum of 15+ years of progressive experience in portfolio, program, or project management, with a significant focus on the insurance domain and managing portfolios that include software development, digital, and Quality Assurance (QA) projects. Responsibilities Portfolio Delivery Management: Define, manage, and optimize the overall program and project portfolio within the insurance domain, including software development, digital transformation, and Quality Assurance projects , ensuring strategic alignment and effective resource allocation. Monitor portfolio performance across all project types (software, digital, QA), identify risks, and implement mitigation strategies to ensure successful delivery. Provide regular reporting and insights on portfolio health, progress, and financial performance to executive leadership and key stakeholders. Demonstrate a deep understanding of financials, including budgeting, forecasting, and cost management across the entire portfolio. Actively contribute to and lead efforts in developing comprehensive proposals for new business opportunities or strategic initiatives. Large-Scale Transformation Leadership: Lead and oversee large, complex transformation programs within the insurance landscape, with a strong emphasis on technology-driven changes including core insurance software implementations, digital customer experiences, and robust QA strategies , driving significant change and innovation. Ensure the successful execution of these programs from initiation to closure, meeting scope, budget, and timeline objectives. Navigate intricate organizational structures and interdependencies to facilitate seamless program delivery. People Leadership & Development: Lead, mentor, and develop a high-performing team of more than 50 professionals, fostering a culture of excellence, collaboration, and continuous improvement across software development, digital, and QA disciplines. Responsible for performance management, career development, and talent retention within the portfolio team. Promote a positive and inclusive work environment that encourages growth and innovation. Stakeholder & Customer Engagement: Serve as a primary point of contact for key internal and external stakeholders, including senior executives, business leaders, and external partners. Engage directly and in a face-to-face capacity with customers, understanding their needs related to software, digital solutions, and quality assurance, managing expectations, and ensuring solutions meet their requirements. Build and maintain strong, collaborative relationships with all stakeholders, effectively managing expectations and communications. Communication & Influence: Possess exceptional written and verbal communication skills, capable of articulating complex information clearly and concisely to diverse audiences. Influence decision-making at all levels, leveraging strong negotiation and persuasion abilities. Qualifications Bachelors degree in Business Administration, Finance, Insurance, Computer Science, or a related field. Masters degree (MBA) or relevant professional certifications (e.g., PMP, PgMP, SAFe, Prince2) are highly preferred. Essential skills Experience: Minimum of 15+ years of progressive experience in portfolio, program, or project management, with a significant focus on the insurance domain and managing portfolios that include software development, digital, and Quality Assurance (QA) projects. Proven experience in leading large transformation programs from inception to successful completion, especially those with a strong technological component. Demonstrated experience in people management , specifically leading and developing a team of more than 50 people . Extensive experience working in a face-to-face role with customers , understanding their needs and building strong client relationships. Solid background in working on and contributing to business proposals. Skills & Knowledge: Deep and comprehensive understanding of the insurance industry, including its products, processes, regulatory environment, and market dynamics. Strong grasp of software development lifecycles (SDLC), digital product development, and QA methodologies. Exceptional leadership, communication, and interpersonal skills. Proven ability in stakeholder management , negotiation, and conflict resolution. Strong financial acumen with a clear understanding of budgeting, cost control, and financial reporting. Excellent problem-solving abilities and a strategic mindset. Proficiency in portfolio management tools and methodologies (e.g., Agile, Waterfall, SAFe).

Relationship Manager (RM)–Royale CASA & CA/Platinum RM Exp of 4- 8 yrs in Retail Banking; preferably in relationship/transactional banking & dealing with HNI Clients. team lead - gurgaon lead BO officer

About Risk Barclays Risk is mandated by the Barclays Board with the overall management and oversight of risk management practices group-wide. It operates right across the organisation, and right across the globe to protect Barclays financial performance and reputation. Our Risk professionals have advanced technical skills across a broad range of disciplines. They take the lead in addressing issues including the potential implications of an economic downturn or financial crime, and in advising Barclays business leaders in making measured decisions. Through dedicated support services Risk teams make a real difference to Barclays business clients by sanctioning loans and investments, and by helping to turnaround their fortunes when they are facing financial difficulties. Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager. We are an equal opportunity employer and we are opposed to discrimination on any grounds. Overall purpose of role Effective credit risk management of the assigned portfolio of Industries, clients. Portfolio management including stress testing and supporting portfolio risk appetite Ensuring compliance with Bank s credit risk policies & procedures and internal controls framework Key Accountabilities Preparation of annual credit review packs and Industry reviews Quantitative and qualitative analysis of Credit and Counterparty risk. Supporting credit officers in day-to-day risk management activities. Manage and monitor Risk limit frameworks which includes managing policies and standards, monitoring excess, analyse drivers and driving resolution Day to day management and monitoring of risk limits, reporting of any positions outside approved parameters and understanding how risk profile alters in stress test scenarios. Maintaining accurate and up to date information in the Banks Risk systems Purpose of the role To support the day-to-day operations of the risk division by monitoring the bank s risk profile, identifying and managing risks and providing insights and expertise to support senior colleagues to make informed decisions. Accountabilities Execution of small research projects to support risk identification and strategic decision making. Prepare presentations and reports to communicate the findings to senior management. Collaboration with cross-functional teams to support business initiatives. Participation in training and development programs to enhance skills and knowledge. Identification and management of risks including reviewing and challenging business propositions. Management of business and client relationships under steadily decreasing supervision. Support of risk management and decision making by using financial models and strategies. Analyst Expectations Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs.