3558 Portfolio Management Jobs - Page 26

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To actively work on D & E counters with Sales team and include them as part of their branch visit 6) To work with Sales Team in increasing distribution spread and product Mix 7) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 8) Support to create simpler communication on Focused Products along with Product team 9) Give market feedback to Investments on Competition Products Positioning and Product sales in market 10) Feedback to Investments team on Distributor/ Investor queries on Funds/Products 11) Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region Preferred candidate profile Any graduate OR MBA ( pref )with sales experience Regards, Sandipa 7980475998

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities Grow PMS market share and penetration in assigned regions Mutual Funds and other investment products sales. Build and manage distributor relationships to drive sales Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Any graduate OR MBA ( pref )with sales experience: Min 8+ Years (PMS) Regards, Sandipa 7980475998

To engage regularly with the Imperia customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. JOB TIME - Rotational shift MINIMUM CRITERIA: 1. Graduate 2. English, Hindi and Telugu Languages Fluency Mandate, 3. Phone Banking, Virtual Care and Virtual Sales Process Knowledge, 4. Banking domain knowledge, 5. Age less 30 Years Original Documents to be carried. Identity Proof(PAN Card/ Aadhar Card/ Driving License/Passport or Voter ID) 2 Sets of resumes which includes your address Please fallow grooming standards (Business Formals) while attending an Interview.

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Delhi NCR Location/ AVP and DVP Grade. Interested candidates can share their CV on " priyadarshini.pradhan@kotak.com " Job Role: - Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement:- Aptitude to deliver high quality customer service by using organization and interpersonal skills. Minimum 4 years to 14 years of experience. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

Job Role : Treasury Manager Work Location : Chennai / Pondicherry Role & responsibilities The Treasury Manager will oversee the end-to-end treasury and investment operations of a large-cap portfolio within a private family office. This includes managing liquidity, optimizing asset allocation, ensuring regulatory compliance, and preserving intergenerational wealth through disciplined financial strategies. Portfolio Oversight: Manage and monitor a diversified portfolio of large-cap equities, fixed income, and alternative investments in line with the family's financial goals and risk appetite. Cash & Liquidity Management : Ensure sufficient liquidity for operational needs, capital calls, and lifestyle requirements while maximizing returns on idle funds. Investment Strategy Support: Collaborate with external advisors and internal stakeholders to evaluate new investment opportunities and rebalance the portfolio as needed. Reporting & Analysis: Deliver consolidated performance reports, scenario analyses, and investment dashboards for family stakeholders. Banking & Custodian Relations: Maintain strong relationships with banks, Fund houses and investment platforms to ensure efficient execution and safekeeping of assets. Governance & Compliance : Uphold investment policy statements, ensure regulatory compliance, and support estate and succession planning efforts. Confidentiality & Discretion: Handle all financial matters with the utmost confidentiality and professionalism. Required Candidate : Graduate/Postgraduate in Finance, Accounting, or related field. CFA/CA/MBA (Finance) preferred. Experience in portfolio management, investment analysis, or treasury operations, preferably in a family office, wealth management firm, or investment advisory setup. Strong knowledge of capital markets, asset classes (equities, fixed income, alternatives) Familiarity with treasury systems, banking platforms, and investment tools Ability to work independently and as a trusted financial advisor Ability to implement process automation and improve operational efficiency Interested candidates can share their profiles to : deepanchakravarthi.elumalai@integra.co.in

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process

Minimum qualifications: Master's degree in a quantitative discipline such as Statistics, Engineering, Sciences, or equivalent practical experience. 9 years of experience using analytics to solve product or business problems, coding (e.g., Python, R, SQL), querying databases or statistical analysis. 3 years of experience as a people manager within a technical leadership role. Preferred qualifications: Experience in leading and evolving data science and engineering teams with technical strengths. Experience preparing and delivering presentations to executive leadership. Ability to operate in a cross-functional organization where collaboration with other teams is essential to the success of our team. Ability to adept at distilling analyses into data driven narratives. Excellent communication skills, especially in communicating technical and statistical concepts clearly and concisely among audiences at different levels. About the job As a Data Science Manager in the Measurement Center of Excellence, you will lead a team of technical experts, utilizing Google s Machine Learning capabilities to build data science and measurement solutions to our Large Customer Sales (LCS) clients. You will closely collaborate with clients, agencies and internal teams. In this role, you will be responsible for leading a team of data scientists in applying best data science practices to solve our ads customers problems in marketing. You will be responsible for building and executing gTech s strategy and outlook to deliver applied data science to Google's largest ads customers, utilizing the best of Google s Machine Learning capabilities to build innovative solutions that address our customer's problem-space. Responsibilities Lead a team of Data Scientists responsible for delivering data science aspects of client engagements in the area of marketing effectiveness and marketing portfolio management. Develop a data science roadmap for your team that aligns with Data Science strategy and Objectives and Key Results (OKRs). Establish project goals, align individuals' expectations, coordinate resources, and provide technical leadership in-line with the long-term objectives. Provide analytical thought leadership in the areas of Data Science and Measurement through proactive and strategic contributions. Influence stakeholders through effective presentations and written communication. Collaborate with Product/Engineering teams to increase and optimize capabilities of the Applied Data Science team, employing methods which create opportunities for scale, and help to drive innovation.

The purpose of this job is to plan area (city/ branch) sales and business growth with the Territory Head (Sales) and achieve set targets through the team while complying with sales processes and guidelines at all times. It takes joint approval decisions with Risk counterpart as per approval matrix, and works with Risk, Operations and Sales Governance teams to ensure portfolio health. It works to support business profitability by addressing underperformance, adopting process improvements, capitalizing on channel optimization opportunities, etc. It intervenes as required in specific cases/ exceptions and helps address bottlenecks for the achievement of sales targets, hand-holding team members on complex cases. It also drives cross-selling across ABFL and ABFSG products/ solutions as per regional plans and unique client requirements. Organizational Context Key Aspects: As the debt arm of Aditya Birla Capital (ABC), Aditya Birla Finance Limited (ABFL) offers specialized lending and financing solutions in the areas of Capital Markets, Corporate/ Trade Finance, Commercial Real Estate and Mortgages. Currently ranked within the top 25 NBFCs of India, ABFL has made significant progress and the Company s balance sheet at INR 15,000 Cr plus exceeds that of several mid-sized Banks and NBFCs. The company has a well-defined vision of being one of the most reputed and material financiers within the lending space spread across Retail HNI and corporate clientele. It has made significant investments in process and system infrastructure towards preparing for the next level of growth and are one of the only financial entities certified for ISO 9001:2008 across all business processes. Spread across 18 cities, it plans on further diversifying its risk and revenue mix through expansion into new geographies and new product segments allowing customers a one-window shop for all their financing needs. Having focused traditionally on secured lending verticals and built a strong balance sheet on the same, ABFL has ventured into Secured Micro Loan Business segment in order to effectively capitalize on its financial base with carefully managed exposures in this higher yield and profit segment. Job Context Key Aspects: The Secured Micro Loan Business segment product line caters to funding short term and medium term working capital needs of Small Businesses and individuals, via a suite of customized short and long tenured products, with collateral. Offerings comprise Secured Micro Loan to self-employed individuals/ non-individual entities, with end use of funds (Working capital requirement, business expansion etc.) to be ascertained during the loan appraisal process. The business is highly retail in nature, characterized by high transaction volumes, smaller ticket sizes, and significantly higher spread and profit margins (up to four times that of Secured Lending products) Given the Secured Micro Loan nature of loans disbursed, the business also entails stringent controls and monitoring to ensure portfolio health and quality at all times While unit of sizing up the business is its loan book size, profitability and minimized delinquency are key business objectives. Higher cost of funding impacts profitability as well as competitiveness of loan rates that can be offered to customers Understanding of product market characteristics such as connector relationship management, region specific occupations/trade, local financial preferences and practices are important to gain competitive advantage while structuring loans and identifying leads. The AH (Sales) ABFL is responsible for achieving sales targets as agreed with the Territory Head (Sales) ABFL, in terms of targeted book size, profitability, growth & customer service objectives. Key Challenges To deliver on operational plan in the assigned coverage area in a differentiated manner considering local factors, channel dynamics and consumer preferences, that can withstand competitive pressures on the ground To grow the business while remaining cognizant of competitive realities in the following areas: Market linked product Market average IRR & processing fee levels To originate and increase market share in assigned coverage area against stiff competition, overcoming competitive pressures borne out of better established networks, price undercutting, etc. To establish a strong local network and leverage the same to generate business leads, and also identify opportunities for cross sell with existing customers To constantly upgrade financial & operational know how of self and team members on efficient loan processing, effective negotiation and relationship building for maintaining credibility and profitable target achievement To keep abreast with the latest market trends and local market preferences and needs To ensure loan conversion/ sanction/ utilization percentages are high and a broad enough sourcing funnel is built to meet targets To ensure credit quality and effective portfolio selection/pre screening thereby minimizing potential NPAs To ensure compliant sales operations despite sales pressures and market cycles Enabling Skill Sets & Qualifications Critical skill sets required to meet these challenges include business and commercial acumen, team management and communication, execution skills, product-market understanding, and operations integration & controlling skills. Education & experience required to fulfil this profile are a graduate with minimum 6 - 8 yrs of total sales experience in the Banking/ NBFC space, of which at least recent 3 - 4 yrs experience should be in Micro/affordable loan sales. 4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated Key Result Areas ( Max 1325 Characters) Supporting Actions ( Max 1325 Characters) Branch Sales Planning & Management Work with Territory Head (Sales) - ABFL on devising the branch sales plan and team approach for achieving targets, considering product-environmental factors, competitive forces and local trends, and cascade the same to the branch team(s) Track industry and market developments, scanning the local market and competitive offerings on a periodic basis Oversee end to end branch operations and performance, covering all aspects such as sourcing, effectiveness, governance, productivity, channel management, etc. Track & report on sales operations and productivity metrics, and work towards building a high-performance sales culture Manage day-to-day branch operations and administration Provide data for, compile and review periodic MIS reports for disbursements, profitability, NPAs, market expansion, etc. and communicate to Territory Head (Sales) - ABFL as well as to team members Customer Acquisition/ Engagement Identify local business growth opportunities, drive expansion and new customer acquisition initiatives to create a book of targeted size Work closely with team members, hand-holding critical/ complex transactions to ensure favorable closure with customer satisfaction Communicate sales targets and provide team members clarity on business goals, role expectations, product characteristics and USPs to enhance effectiveness of sales efforts Track cases in the complaint tracker/ escalations received, liaising with relevant stakeholders as required to drive satisfactory closure Deploy efforts/ initiatives in consultation with Territory Head (Sales) ABFL, arising from customer satisfaction survey and resulting NPS (Net Promoter Score), targeting identified focus areas Propose and deploy approved solutions and schemes to drive sales and enhance profitability, ensuring dual focus on sales expansion and cost optimization Serve as a point of escalation and manage customer complaints/ grievances effectively, intervening especially for key relationships Operational Effectiveness To drive adoption of efficient business processes/ operations across the Customer Lifecycle (Sourcing, Approval, Servicing, Collections) Manage local distribution across channels, interfacing with senior/ critical partners/ stakeholders as required for smooth operations Drive process efficiencies and faster TATs through interfacing with stakeholders across processes and functions (Risk, Operations, Sales Governance) and efficient operations Drive high performance by reinforcing focus on business and sales growth objectives, effective client engagement, monitoring sales operations and productivity metrics, and providing support and guidance as required Drive the implementation of improved processes and best practices in order to enhance operational effectiveness, productivity and overall business impact Cross-Selling across ABFSG products Drive activities and initiatives in the team as per Cross-Selling strategy agreed with Territory Head (Sales) - ABFL Drive alignment to the adopted Cross-Selling strategy by supporting team members with requisite communications, training, guidance, etc. as required Team and Internal Stakeholder Management Guide and develop team members for enhanced customer acquisition and engagement efforts, helping them achieve superior performance standards and hand-holding where required Nominate teams for relevant technical and behavioral trainings/ seminars and work on self development initiatives Proactively liaise with internal stakeholders for smooth cross-functional coordination and alignment towards achievement of business objectives. Portfolio & Risk Management Work with the Risk, Operations and Sales Governance teams to ensure adherence to risk management and control mechanisms Support risk and review process through the credit approval process and by reviewing the loan sanctioning, disbursement process and documentation to ensure controlled operations Review financial risk via analysis of city/ branch operations MIS and Data Analytics reports Drive compliant Sales Operations and sound risk management via partnership with Risk, Operations and Sales Governance teams, and necessary communication and guidance; drive timely PDD closures and collections As part of Relationship Maintenance with institutional customers, review reports on client accounts, business performance, etc. and liaise with Risk while guiding team on delinquency cases Train and guide the team for alignment with adopted early alert strategies to reduce NPA risks and losses Ensure systematic MIS on NPAs and credit trends, providing inputs on possible risks that could impact portfolio quality 5) Job Purpose of Direct Reports : Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report) Relationship Officer/Relationship Manager : Responsible for building book size as per assigned targets for the branch/ area, through efficient sales operations across the customer lifecycle (Sourcing, Approval, Servicing, Collections), while ensuring sufficient sourcing funnel, revenue generation, profitability, MIS, portfolio management, as per desired levels; to ensure the end to end management of solutions and transactions with adequate credit quality monitoring of new acquisitions. 6) Relationships : Describe the nature and purpose of most important contacts or relationship (except superior/team members) with individuals, departments, organizations inside and outside of the organization, that job is required to interact with in order to deliver the job objectives Relationship Type ( Max 80 Characters) Frequency Nature ( Max 1325 Characters) Internal Territory Head Relationship Officer/Relationship Manager HR dept IT dept Risk dept Operations dept Weekly / Need Based Daily Need Based/ Process Driven Need Based Daily Daily Business MIS, review on new market development, progress on objectives, client escalations Reviewing & driving channel expansion, sales strategies, client escalation cases Performance Reviews, Training Back-end/ systems support Proposal evaluations, portfolio monitoring Client servicing issues, TAT reviews External Existing and Prospective customers External Forums & Networking platforms Weekly/ Need Based Monthly/ Ongoing CRM & understanding the need of new products/ positioning changes Develop relationships in the market, scan current trends/ dynamics & build awareness on new business 7) Organizational Relationships : Provide the structure for a level above and below the position for which this job description is written. Use position titles in the structured and indicate all the reports of the position. SIGN-OFF : Provide the name of the Manager and the jobholder. Signature needed for the hard copy of the JD. Hard copy to be maintained in the organizational record. Job Holder Reports to Manager Name Signature (needed for the hard copy)

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process Role & responsibilities Preferred candidate profile

Role & responsibilities Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet

About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Zonal Collection Manager handles multiple centers which handles the Risk-60 for specific products. The Zonal Collection Manager ensures NPA resolution and manages the portfolio as per the existing process. The Zonal Collection Manager also ensures compliance with the audit procedures of the bank Key Responsibilities Ensure maximum release from the NPA pool by achieving the required resolution target as per the business requirement Ensure minimum addition to the NPA pool by keeping the portfolio in check by maintaining the delinquency level Prepare contingency plan for all collection related activities. Manage the team of Bucket Managers and ensure achievement of the monthly resolution targets Ensure that all collection agencies are fully compliant with RBI guidelines and bank s collection policy Ensure adherence to the set process and audit requirements in place Ensure minimum forward flow from the buckets Ensure that assigned locations and collections agencies have sufficient manpower Create a performance oriented environment leading to high employee motivation and productivity Ensure that all staff are adequately trained on the products of the bank, processes and various policies of the bank Qualifications Graduation/ Post-Graduation from a recognized institute 10 to 15 years with relevant experience. Role Proficiencies: Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language. Ability to manage complex client situations. Extensive geographical knowledge. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and deadlines.

At Iron Mountain we know that work, when done well, makes a positive impact for our customers, our employees, and our planet. That s why we need smart, committed people to join us. Whether you re looking to start your career or make a change, talk to us and see how you can elevate the power of your work at Iron Mountain. We provide expert, sustainable solutions in records and information management, digital transformation services, data centers, asset lifecycle management, and fine art storage, handling, and logistics. We proudly partner every day with our 225,000 customers around the world to preserve their invaluable artifacts, extract more from their inventory, and protect their data privacy in innovative and socially responsible ways. Are you curious about being part of our growth stor y while evolving your skills in a culture that will welcome your unique contributions? If so, lets start the conversation. With our history of reinvention, discovering new ways to help our customers and our people is always on our agenda. We believe everyone has the potential to uncover new ways of thinking, new approaches to solving problems and to grow in this exceptional business. Position Summary Reporting to the Senior Director - EIT Governance & Portfolio Management, this position is for an IT operations change agent in the digital transformation journey for Iron Mountain. Looking for a Cloud Operations Engineer who is strong in public cloud concepts, and who can perform cloud enablement in GCP, AWS, and Azure. Ideally, this Ops Engineer already has cloud governance experience and has performed various cloud administration tasks. The Ops Engineer role is heavily technical whilst also requires the balance of strong communication skills as he/she will be working remotely alongside internal customers daily such as Architects, Project Managers, and business leaders. The Cloud Ops Engineer must be able to triage cloud enablement requests, and perform enablement which takes into account Iron Mountain s technology, security, and finance governance policies. The candidate will help ensure the compliance of corporate standards and be capable of articulating security best practices. Most times the candidate negotiates on the appropriate enablement so that the cloud conforms to our standards. Also he/she encourages and influences colleagues to adopt the governance patterns introduced by the Cloud Operations Leads. Principal Duties and Responsibilities Operate the current cloud enablement processes while adhering to our governance strategy for onboarding public cloud accounts. This includes the implementation of cloud operations guardrails. Liaise with technical and non-technical customers through the enablement process, and work collaboratively with the Cloud Operations Lead on complex or ambiguous requests. Effectively communicate when you need more details, both to the internal customers and teammates, or to compromise on the enablement, or respectfully deny the request. Collaboration with the risk and compliance organization to operate cloud governance policies that adhere to auditable security standards in the Cloud. Work daily with other cloud operations team members on both operational processes, but also tooling/automation that allows us to move faster without quality loss. Responsible for operating the rollout of public cloud accounts (and IAM account access) across multiple cloud providers, such as GCP, AWS, Azure, Oracle OCI. Provide internal customers access to our FinOps tool, whilst providing guidance on how to generate reports and dashboards. The candidate would be trained on how to carry this out. Knowledge, Skills and Qualifications: Number of Years of Work Experience: 3+ years in a technical cloud role preferably as a DevOps Engineer, Cloud Engineer or Cloud Operations Administrator. Required and Preferred Skills: Strong grasp of cloud technologies and services Ideally hands-on DevOps experience across multiple cloud providers: GCP, AWS, and Azure. Hands-on experience using Terraform and/or GitLab. Python engineering experience. Exceptional customer service skills, in addition to extensive experience working in a team- oriented, collaborative environment. Must be able to communicate effectively (influencing, requirements gathering, reaching mutually beneficial agreements between engineering teams and governance) Exceptional organizational skills with attention to detail, and capable of prioritizing team workloads. Conceptual understanding and interest in Cloud FinOps and enabling cost visibility within the enterprise. Willingness and desire to be part of a team that is service-focused based upon the incoming demand for cloud services and to host cloud applications. Awareness of business impacts of technical work, such as the risks with carrying out tasks which could centrally affect production environments. Comfortable working both independently on technical tasks when required, with seeking guidance from other team members when needed. Possesses cloud certifications and desire to continuously improve. Education: BS/BA degree in Computer Science/ Information Technology/ Information Security or related field or equivalent experience. Category: Information Technology

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Interested candidates can share their updated cv @ chinar.soni@v-konnect.com and can whatsapp @ 9646816489

Role & responsibilities Achieving sales targets for liabilities, retail assets, and other banking products. Cross-selling and up-selling banking products to existing clients. Identifying and pursuing new business opportunities. Developing and implementing sales strategies. Share cv at 9149271539

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Interested candidates can share their updated cv @ chinar.soni@v-konnect.com and can whatsapp @ 9646816489

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Interested candidates can share their updated cv @ chinar.soni@v-konnect.com and can whatsapp @ 9646816489

Role & responsibilities Achieving sales targets for liabilities, retail assets, and other banking products. Cross-selling and up-selling banking products to existing clients. Identifying and pursuing new business opportunities. Developing and implementing sales strategies. Share CV at 9149271539

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Interested candidates can share their updated cv @ chinar.soni@v-konnect.com and can whatsapp @ 9646816489

Business Unit: Global Sourcing, Corporate Services & OCOO Administration Reporting To: Director, Program Management Shift: India Standard (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is Top 12 Ranked Consultant (2009-2024) in P&I survey 2024 with $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai - and has opened a new office in Mumbai, India in June 2023. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit https: / / www.russellinvestments.com . Job Description: Graduate Trainee/Apprenticeship - Program Management Apprenticeship is a 12-month program that will provide a comprehensive learning experience, blending theoretical knowledge with on-the-job training. Over the 12-month period, apprentices at Russell Investments will gain valuable exposure to industry while developing essential soft skills and acclimating to a professional corporate environment. Eligibility Should not be self-employed Should not be enrolled under other government-funded programs Should not be practicing professionally at the time of application Should not be registered on EPF/ ESIC Portal Apprentices who enroll should have their Aadhaar seeded with their personal mobile number and personal email address. This is a mandate. Key Responsibilities 1. Business & Strategic Support Assist in preparing business updates, dashboards, and strategic presentations for leadership and global stakeholders Participate in business performance reviews, tracking projects and KPIs and ensuring timely follow-ups on action items Conduct basic industry or peer benchmarking to support internal initiatives 2. Project Management & Coordination Support planning and execution of key global or regional projects Maintain project trackers, timelines, and reporting documentation 3. Communication & Stakeholder Engagement Collaborate with senior managers to understand business priorities Draft meeting minutes, follow-up summaries, and communications for internal teams Assist in organizing leadership workshops, townhalls, and internal events 4. Operational Efficiency & Governance Identify areas for process improvements and support implementation of automation or standardization initiatives Ensure documentation hygiene, compliance with internal processes, and audit-readiness of project records Coordinate with teams across Operations, Risk, Technology, Finance, Legal and other teams to ensure smooth workflow Candidate Requirements Bachelor s degree in Business Administration (BBA), Commerce (B.Com), Economics, or Finance. Engineering / Computer Science with an interest in business/finance is also welcome Strong interest in asset management, global financial services, or strategy & operations Familiarity with MS PowerPoint, Excel, and other productivity tools Analytical thinker with a problem-solving attitude and attention to detail Strong verbal and written communication skills Ability to work in a fast-paced, global team environment Good to Have (Not Mandatory): Exposure to financial concepts such as mutual funds, portfolio management, or investment products Experience with project tracking tools like Workfront is added advantage but not mandatory. Knowledge to work on sharepoint Basic knowledge of data visualization (Power BI) is a plus To know more about Russell Investments visit us at: https://russellinvestments.com

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Interested candidates can share their updated cv @ chinar.soni@v-konnect.com and can whatsapp @ 9646816489

We are currently seeking an experienced professional to join our team in the role of Model Developer- Assistant Vice President Principal responsibilities Support the management of core business activities across Models, relating to: (1) Model Design, Development, Validation & Implementation, (2) Model Portfolio, Risk Analytics & Risk Mitigation, (3) Model Monitoring, Control, Standards & Documentation, and (4) Model Governance across HSBC Group, Policy & Regulatory Risk. The role holder will be responsible for development of credit models - (i) Develop and maintain Probability of default , Loss Given Default and Exposure at Default models used for purposes (iii) Develop and maintain Expected Credit loss model (iv) Develop Stress Testing Models used for Private Banking and Wealth portfolios. Optimise Expected Credit Losses and Risk Weighted Assets for the Lombard and other asset backed portfolios. Work across in managing model risks, increase model coverage and implement globally consistent model systems, standards, policies, processes, methodologies and governance across all regions. Engage with stakeholders across all areas, business functions, and regions in identifying local regulatory issues, feeding these requirements into global model program design and ensuring compliance with global and local model regulations. Develop and review models according to feedback or requirements from our stakeholders, prepare pre-implementation validation reports for local use (countries or legal entities), develop models specific to a country or a business if required by regulators, support annual model validations, check the run, monitoring and validation of data, develop model prototypes, implement models, User Acceptance Testing of the models, and maintain official model documentation. Administrate global and local governance through the Model Oversight Forum and other technical committees, Audit, oversight the global and local model output to ensure its being appropriately used, and support the local and global business teams in model use. Run the model, produce global and local results, rollout models to new legal entities as required, run stress tests, document the processes, calculation runs and checks, monitor the model, and statistically validate the input data (scenario and internal loss data). Requirements Undergraduate degree or equivalent, advanced Degree (Masters ) Function specific certification or degree (Financial Risk Manager, Charted Financial Analyst). Experience in Private Banking/Wealth modelling is advantageous and understanding their unique model risks when compared to other areas. Coding and modelling languages such as Python Experience with Stress Testing, Regulatory articles and ability to scope them to Private Banking is advantageous. An understanding of investment, banking, credit and insurance products and services is an advantage. Strict deadline management with project management discipline. Effective presentation, interpersonal, negotiation, communication and analytical skills. Enjoys compiling best-in-class documents and publishing papers. Good understanding of portfolio management techniques including analytics. History of working within the to manage model risk including experience of validations and the range of regulatory reporting on models such as annual attestations is advantageous. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.