3550 Portfolio Management Jobs - Page 3

As a highly driven and detail-oriented Portfolio Manager, you will be responsible for managing and supporting investments across early to growth-stage startups. Your primary role will involve maintaining deep relationships with portfolio founders, monitoring performance, and enabling strategic value creation. Your key responsibilities will include: - Portfolio Management & Monitoring: Track, analyze, and report the performance of portfolio companies in terms of financial, operational, and strategic KPIs. Develop and maintain internal dashboards and MIS systems. Prepare quarterly/annual reports and presentations for LPs and internal stakeholders. - Founder & Stakeholder Engagement: Act as the primary point of contact for portfolio companies. Support founders with strategic guidance, hiring, partnerships, fundraising, and operations. Identify and facilitate value-creation opportunities by making introductions to clients, investors, mentors, etc. - Governance & Compliance: Coordinate board meetings, prepare minutes, and track key actions. Ensure compliance with investment covenants, reporting obligations, and corporate governance norms. Collaborate with legal, tax, and audit advisors for portfolio-level support. - Fund Operations (optional depending on scope): Assist in internal fund processes such as fund audits, investor reporting, and capital calls. Collaborate closely with investment and legal teams during new investments or follow-ons. - Customer Support for query resolutions: Support investors and founders with their queries related to fund updates, business updates, and any preemptive/exit updates. Maintain good business harmony to streamline the business and reduce noise to improve CSAT and NPS. Ensure SLAs are in place. - Exit/Preemptive and Shutdown related formalities: Assist investors and founders with any events related to exit from the business. Be knowledgeable about processes like Exit, Shutdown process, and related compliance obligations to create transparency in the system. Qualifications & Skills: - 4-8 years of experience in venture capital, private equity, consulting, corporate strategy, or startup operations. - Strong financial modeling and business analysis capabilities. - Excellent communication and interpersonal skills to effectively work with founders and stakeholders. - Prior exposure to the Indian startup ecosystem is highly preferred. - CA/MBA or CFA/CPA is a plus.,

The role of QR Risk Lead at our organization involves evangelizing and demonstrating the value and impact of risk analytics for informed business decision making. You will be responsible for developing and deploying analytical solutions, providing data-driven insights to business stakeholders, and addressing various business challenges effectively. An ideal candidate for this role should have 13 to 18 years of experience in the risk field with strong expertise in risk management, specifically in fraud prevention, detection, and mitigation. Additionally, you will be overseeing the lifecycle management of customer onboarding, monitoring, portfolio management, and compliance. We are looking for a creative and dedicated individual who can thrive in our collaborative culture and work effectively with diverse teams and functions on a daily basis. The ability to coordinate with other departments to ensure project compatibility, develop comprehensive project plans, and program manage initiatives for technology improvements is crucial for this role. As the QR Risk Lead, you will be expected to track program/project performance, analyze the successful completion of short and long-term goals, and encourage the use of common services to enhance development speed and execution efficiency. Strong leadership, smart thinking, clear communication, and exceptional stakeholder management skills are essential. Experience in policy formulations, portfolio management, risk analytics, data-backed decision-making, loss models, regulatory environment, and team management is highly desirable. The successful candidate will be entrusted with the end-to-end management of the consumer risk function, owning the P&L, and fostering an appropriate risk culture within the team. If you are the right fit for this role, we believe in creating wealth for you. With over 500 million registered users, 21 million merchants, and a wealth of data in our ecosystem, we are uniquely positioned to democratize credit for deserving consumers and merchants. This presents an exciting opportunity to be a part of India's largest digital lending story. Join us and contribute to this evolving narrative!,

The primary responsibility of this role is to analyze commercial and technical data of electrical components and assemblies to generate, support, and execute different types of cost-out and resiliency projects. You will be required to develop and execute category-wise strategies in close collaboration with various cross-functional teams including Global Procurement Organization, product development teams, product line teams, global sourcing teams, and suppliers worldwide. Your tasks will also include improving engineering data for various electrical components or sub-assemblies associated with LV and MV products and contributing to the development of data libraries. You will play a crucial role in reducing new product development times by suggesting cost-effective and technically compatible products from strategic suppliers within the category. Leveraging data analytics, engineering fundamentals, product design and development knowledge, and ideation principles will be essential for creating new project opportunities. Your responsibilities will include: - Conducting data analysis, both technical and commercial, to identify cost-out opportunities through resourcing, negotiation, and VAVE - Collaborating cross-functionally to create and execute enterprise-level category strategies, enhancing supply chain resilience and achieving cost savings - Establishing data banks for specified electrical products in coordination with contractual engineers - Using engineering fundamentals, product design, and development knowledge to generate and implement VAVE ideas - Collaborating with global sourcing teams, supply chain managers, and suppliers to develop new suppliers from India and across the globe - Working with various teams such as Should Costing, Sourcing, TCO, and plant buyers to address technical queries and constraints from suppliers and internal customers - Collaborating with product development teams and product line managers to identify cost-effective components from strategic suppliers for new product introductions - Visiting vendors to ensure timely delivery and product quality - Mentoring and coaching junior team members on technical and soft skills Qualifications: - Required: Bachelor's/Master's Degree in Electrical Engineering - 6 years of experience with a Bachelor's degree or 5 years of experience with a Master's degree Skills: - Hands-on experience in the design and development of electrical products and subsystems in LV/MV - Experience in cost-out projects and exposure to Supply Chain Management Required Skills: - Strong knowledge of electrical products such as fans, motors, switches, relays, meters, circuit breakers, etc. - Experience in electrical product design, development, and testing - Hands-on experience in supplier identification, selection, and development - Creating cost-out projects using engineering fundamentals, design basics, product knowledge, and data analytics - Experience in implementing cost-out (resourcing, VAVE) projects - Knowledge of various standards applicable to electrical products Additional Skills: - Strong project and portfolio management skills, with the ability to handle multiple projects and lead effectively - Ability to work and interact with global cross-functional and cross-cultural teams - Good interpersonal, communication (oral and verbal), and presentation skills - Proficiency in data analytics, strategic and conceptual thinking - Ability to influence without authority, show learning agility, and a great drive for results,

We are looking for a senior software/data warehouse engineer who can balance technology skills with financial domain knowledge and good communication skills. The right candidate would be able to own their projects from start to finish and interact directly with their business constituents in accounting, asset management, operations, or trading. This is a great opportunity to be a part of a large-scale proprietary fintech platform while honing one's technical skills and learning the private credit business. Ideal candidates will be organized, analytical, self-motivated, resourceful, and able to work effectively with all internal functional groups. Responsibilities: Collaborate with Arenas CTO/Head of Software Development on the design and development firm's data warehouse and business intelligence (BI) systems, ensuring data is integrated, clean, and structured for effective analysis and reporting. Implement and optimize ETL (Extract, Transform, Load) processes to integrate diverse data sources (including trading systems, financial market data, portfolio management platforms, and external data feeds). Develop and manage data pipelines, data models, and reporting frameworks to meet the growing needs of the business. Explore leveraging ML/AI methodologies to innovate data analysis and processing. Lead and mentor a team of data developers and analysts, providing technical guidance, conducting code reviews, and ensuring adherence to best practices. Education: Bachelor's or Master's degree in Computer Science, Information Technology, Data Science, Engineering, or a related field. Relevant certifications (e.g., Microsoft Certified: Azure Data Engineer, Google Professional Data Engineer, or similar) are a plus. Requirements: Bachelor's or Master's degree in Computer Science, Information Technology, Data Science, Engineering, or a related field. Relevant certifications (e.g., Microsoft Certified: Azure Data Engineer, Google Professional Data Engineer, or similar) are a plus. 10+ years of experience in data development, with at least 3 years in a leadership or senior development role focused on data warehousing, analytics, and business intelligence. Expert in Microsoft SQL Server and related concepts (T-SQL, Stored Procedures, Reporting Server, ETLs, data transformation). Experience (even at a classroom level) of cloud-based data solutions (e.g., Snowflake, DataBricks, AWS Redshift, Google BigQuery) a plus. .Net Technology stack including C#, Entity Framework, MS-SQL, etc. Hands-on experience with analytics and reporting tools (e.g., Power BI, Tableau, etc). Familiarity with ML/AI concepts/libraries a plus. Experience working in the financial services or investment management industry, with an understanding of financial data, trading systems, portfolio management, and risk management. Comfortable with Agile/Scrum SDLC. Excellent communication and project management skills. Strong attention to detail. Benefits: 100% Company-paid medical benefits.,

As a Relationship Manager within the Institutional Banking Group, you will play a crucial role in providing corporate customers with a wide array of commercial banking products and services. Your responsibilities will include selling cash management services, current accounts, time deposits, trade finance, working capital finance, term loans, and foreign exchange solutions to both existing and new clients. Your main objective will be to support Relationship Management teams by assisting in various activities. This includes preparing and submitting Credit Memos to CCG, handling documentation formalities in collaboration with clients and CCU, aiding RMs in completing Legal & Valuation reports, following up on overdue accounts, and providing client servicing support by coordinating with internal units. Additionally, you will be responsible for identifying early warning signs within the portfolio, managing existing client portfolios, exploring cross-selling opportunities for transaction banking products, and helping the team detect any potential risks. Key responsibilities will encompass preparing accurate credit proposals, maintaining close relationships with the Business Unit to ensure IBG deliverables are met, conducting need-based meetings with customers to understand their business and risks, cross-selling additional products such as trade, cash, and foreign exchange, monitoring portfolios for irregularities, ensuring compliance with regulatory reporting, enforcing risk management guidelines, minimizing bad debts & NPAs, enhancing customer retention and increasing wallet share, monitoring complaints and service quality, and communicating key messages to customers effectively. In terms of qualifications, you are expected to have 5-8 years of experience in sales or sales support activities, with 2-3 years specifically in business banking and/or cash management. A proven track record in asset business within the SME/Business Banking segment is crucial, along with knowledge of competitors and the marketplace. An MBA or CA with relevant banking experience is preferred for this role. Core competencies required include excellent written and verbal communication skills, strong analytical abilities, self-motivation, results orientation, relationship building skills, understanding of competitor products, and comfort in handling tight deadlines. Technical competencies should include a sound understanding of asset products, associated technology platforms, operational procedures, regulatory guidelines, local laws, KYC requirements, anti-money laundering policies, financial markets, and competitor offerings. You will closely interact with Relationship Managers, Branch Managers, and various stakeholders to ensure consistent onboarding of high-quality customers and reliable service delivery. This role at DBS India emphasizes a culture of valuing all employees, fostering continuous professional development, flexible working, and opportunities for growth within an inclusive and diverse environment. The expected behaviors include demonstrating business performance, ensuring customer focus, building pride and passion, enhancing self-knowledge and skills, and maintaining the highest standards of honesty and integrity.,

The role is focused on the overall development of the target Architecture by defining the technology roadmap for the business/domain. As the subject matter expert for a specific domain, the primary responsibilities include developing architectural applications for new deals, creating enterprise-wide business/domain architecture deliverables, and identifying opportunities to utilize high-level business and operating models. Contributing to the Target Architecture involves developing and maintaining the technology roadmap for the area of expertise, ensuring alignment with the Business Strategy, and recognizing innovative technology uses to enhance performance measures. Collaborating with IS and business stakeholders is essential to drive the development and adoption of the target architecture, establish domain-specific standards and strategies, and guide solutions from concept to delivery. The role also entails overseeing product/platform engineering, protocol map development, and virtualization based on business solution requirements. Applying architectural and engineering concepts to design scalable, secure, reliable, and maintainable solutions is crucial. Leading research and development efforts, defining migration plans, and providing technology consulting are key aspects of the role. Additionally, the responsibilities extend to analyzing technology environments, setting collaboration solutions for data management, providing technical leadership in implementing custom solutions, and ensuring alignment with enterprise architecture standards. Collaborating with sales and delivery teams, tracking industry trends, and creating Intellectual Property are also important facets of the role. Competency building, team management, stakeholder interaction, and performance management are integral parts of the role. Ensuring completion of trainings, developing Proof of Concepts, mentoring team members, and driving engagement initiatives are essential for success. Interacting with internal and external stakeholders, managing resources, and supporting talent transformation are key elements of the role. The role requires a high level of expertise in domain/industry knowledge, market intelligence, systems thinking, leveraging technology, asset reusability, and technical knowledge. Behavioral competencies such as stakeholder management, innovation, client centricity, and execution excellence are crucial for effective performance. Performance parameters for the role include supporting sales teams, delivering projects as per cost and quality, developing capabilities, building practices, and managing teams effectively. These parameters are measured based on various factors such as proposals quality index, delivery satisfaction, capability development, practice building, and team management metrics.,

As an experienced Strategy & Operations Leader at Cisco, you will be instrumental in driving strategic planning, operational excellence, and program and portfolio management across the Services & Logistics (S&L) organization in Supply Chain Operations. You will serve as a trusted advisor to S&L leadership, ensuring alignment between strategy and execution to achieve business objectives and deliver measurable impact on priorities. Collaborating with VP and senior leadership, you will define and refine the organization's vision, goals, and strategic priorities. By developing actionable targets and translating strategy into measurable results, you will spearhead executive discussions and implement vision for norms within the organization. Your role will involve designing, implementing, and optimizing processes to enhance efficiency and scalability, as well as establishing and tracking key performance indicators to measure organizational performance. Leading a team of project and change professionals, you will focus on S&L wide critical initiatives and projects. Upholding standards & governance, standard practices, and fostering a robust community of practitioners will be essential. Additionally, you will cultivate leadership growth, foster a culture of accountability, innovation, and high performance, and promote collaboration and communication across functions and levels to drive collective impact. Your responsibilities will include driving innovation and continuous improvement by identifying opportunities to enhance performance through technology, process improvements, and other innovative practices. By serving as a liaison between functions, you will bring forth new ideas and programs that drive ongoing innovation and continuous improvement. The ideal candidate will have 15+ years of experience in strategy, operations, project and portfolio management, with a demonstrated track record of leading teams. Experience in service supply chain and logistics is required. Strong problem-solving skills, exceptional communication, partner management, and project management skills are preferred qualifications. Join us at Cisco, where we are revolutionizing how data and infrastructure connect and protect organizations in the AI era and beyond. With a focus on innovation and collaboration, together we can create solutions that power how humans and technology work together across the physical and digital worlds. As part of our team, you will have limitless opportunities to grow and build impactful solutions on a global scale. At Cisco, our power starts with you.,

Dear Candidate, We are excited to announce that we are conducting Walk-in drive especially for Female candidates in South Bombay Location. Role:-YES First Relationship Manager & Premia Relationship Manager Roles CTC:- As per industry Experience:- Min 2 years to 8 Years Location:- South Bombay Branches Please find Job Description below. Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST 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 Yes FIRST 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 Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST 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 Yes FIRST 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 Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. If interested kindly attend the walk-in interview. Females with career gaps are also welcome. Regards, Manisha Gupta HR

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably in retail mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of mortgage products and services. Provide exceptional customer service and support to clients throughout the mortgage process. Stay updated on market trends and competitor activity to stay ahead in the competitive landscape. Achieve sales targets and contribute to the growth of the bank's retail mortgage portfolio. Job Requirements Proven experience in relationship management, preferably in the BFSI industry. Strong knowledge of retail mortgages and related products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is an advantage.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Strong knowledge of micro mortgages and related products is essential. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to analyze complex financial data. Experience working in the BFSI industry, preferably in micro mortgages, is preferred. Ability to work collaboratively as part of a team to achieve common goals.

We are looking for a skilled Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 3 years of experience and be based in Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their mortgage needs and provide tailored solutions. Conduct thorough analysis of client financial situations to determine the best course of action. Collaborate with internal teams to ensure seamless execution of mortgage loan processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with industry trends and competitor activity to identify new business opportunities. Achieve sales targets and contribute to the growth of the bank's retail mortgage portfolio. Job Requirements Proven experience as a Relationship Manager in retail mortgages or a related field. Strong knowledge of mortgage products, including features, benefits, and risks. Excellent communication and interpersonal skills to build strong client relationships. Ability to analyze complex financial data and make informed decisions. Strong problem-solving skills to resolve client issues and concerns. Experience working in a fast-paced environment and meeting sales targets.

ROLE PURPOSE & OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details. Call Handling as per desired standards. Fulfilling customer service requirements and deepening relationships. Creating the opportunity to provide financial solutions to customers via cross-sell and upsell. Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients. Seek out new business opportunities for the clients while advising them on products or services that best fit their needs. FINANCIAL SIZE NON-FINANCIAL SIZE 50000 to 200000 TRV customers portfolio management 12 to 20 Lakhs value generation All assets and liabilities products and services handled 130+ calls handled per day Manage 3000+ customer portfolio KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Continuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer (Both Internal & External) Call handling as per defined standards (Both Service & Sales) Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal Process Achieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions & requests Adherence to set processes of updating customer interactions in CRM next Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank Qualifications Graduate in any discipline Experience (Years and Core Experience Type) 1+ years of experience; fresher can be considered if they possess the required educational qualifications and aptitude. Functional Skills Relationship Management Sales Banking Customer Relationship Upselling and Cross Selling Behavioral Skills Good communication skills both oral and written Good interpersonal management skills Problem solving skills Decision making ability Competencies Banks Product Knowledge Planning and Organizing Skills

ROLE PURPOSE & OBJECTIVE This role is responsible for Credit analysis along with training of junior credit analyst/RMs. The incumbent will manage the best quality of assets/investments generated by FIG/Treasury in accordance with regulatory standards. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Managing loan / investment portfolio of ~Rs2000 crores across FIG/Treasury vertical. Training junior analyst PAN/RMs India. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Ensuring complete credit under-writing and due diligence of the existing as well as prospective client within defined TAT Ensuring best quality of portfolio / investment of FIG/Treasury through Regular review of portfolio / covenant breaches Training of Junior Credit Analyst /RM Provide development opportunities to the team and ensure career paths and succession plans are charted out, reviewed and updated Handling Internal/Statutory/RBI audit in coordination with various other teams Handling Compliance related issues Customer All NBFCs/MFIs/Corporate entities/Banks/Broking entities in the portfolio being managed. Client meeting to understand their on-ground functioning & actual performance while reviewing any proposal. Internal Process Writing notes adhering to internal policies & RBI guidelines on Lending/investments to NBFC/MFIs/Corporates/Banks/Broking entitiesof bank. Review & updation of internal policies of the group at regular interval. Regular monitoring of portfolio & covenants Innovation & Learning Updated with latest developments in the market & informing the same to all relevant stake holders at appropriate time. MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications CA/MBA Finance Experience Min 6-8 years experience (Banking/NBFC experience) Functional Skills The candidate preferably should have working experience of min 4-5 years in credit appraisal of NBFCs/MFIs/HFCs/Corporates/Banks/Broking entities. The candidate should be well verse in detailed financial analysis, analytical tools and overall risk assessment measures. The candidate should have good communication skill (written as well as oral) The candidate should be well versed with different lending structures being offered to NBFCs/MFIs/Corporates/Broking entities and should have good understanding of regulatory guidelines and general sense of market events. The candidate should be well verse with necessary regulatory guidelines on lending/investment to NBFC/Corporates/Banks/broking entities. The candidate should be able to check market standing of the borrowers in the portfolio through his off-market contacts. Behavioral Skills Disciplined, analytical thinking, team leading abilities, Inter-personal skills, self-motivated & Proactive approach KEY INTERACTIONS INTERNAL EXTERNAL Risk FIG/Treasury Compliance Legal RBI/Statutory/Internal Auditors Clients

Branch Relationship Manager (BRM) Roles & Responsibilities: Build and manage customer relationships, drive sales of banking products, acquire new clients, ensure customer satisfaction, handle day-to-day branch operations, and maintain compliance with banking policies.

Job Profile: Branch Relationship Manager (Liabilities) (HNI) CASA Acquisition Retail Branch banking Portfolio Management & HNI Profile. A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.

As a Process Safety Engineer at bp Technical Solutions India (TSI) center in Pune, you will be a part of the Production & Operations (P&O) Projects India organization. Your primary responsibility will be to provide engineering expertise, oversight, judgment, and support to Production & Operations (P&O) Projects. This role is crucial in ensuring the safe, competitive, and robust progression of projects while adhering to Inherently Safer Design (ISD) principles and specific safety features. You will collaborate with the project team to develop the technical scope of project options, support process safety engineering activities, and provide guidance on technical and engineering scope development. Additionally, you will be responsible for developing and implementing the Process Safety Philosophy and Design Hazard Management Plan for projects in coordination with contractors. Your role will also involve verifying key process safety deliverables by engineering contractors and participating in activities such as HAZOP, LOPA, and environmental reviews. To be successful in this role, you must have a Bachelor's Degree in Chemical Engineering or equivalent, with a minimum of 5+ years of experience in oil and gas/petrochemical/refining/chemical industries. You should also possess at least 2 years of relevant process safety engineering experience in Large scale Capital projects. Preferred qualifications include working towards Chartered Engineer or Registered Professional Engineer certification. Experience in design safety, technical safety system design, working with third-party design contractors, and knowledge of engineering practices, codes, and standards are essential for this role. You should have a track record of consistent delivery, effective communication skills, and the ability to foster teamwork across multiple locations and disciplines. In this role, you will work closely with the Project Engineering Manager, Engineering Contractor(s), Process & Process Safety Engineering Team, other bp Discipline Engineers, Projects Commissioning and Start-up teams, Operations & Maintenance teams, and the Quality team. The standard working hours are from 9 AM to 6 PM with up to 50% travel required, primarily at major engineering contractor office locations. At bp, we offer a supportive environment with benefits such as life & health insurance, a medical care package, flexible working schedules, opportunities for career development, family-friendly policies, and employee wellbeing programs. We are committed to creating an inclusive workplace where diversity is valued and respected. Join us at bp to grow your career in a diverse and challenging environment where learning and development opportunities are abundant.,

As a Controller at our firm, you will play a pivotal role in ensuring that the financial control and reporting obligations of our global, regulated, and public financial institution are met. Your responsibilities will include measuring the profitability and risks associated with various aspects of the firm's business, as well as ensuring that all activities are conducted in compliance with the regulations governing transactions in the financial markets. Being a part of the Controllers group means safeguarding the firm's assets and maintaining the integrity of Goldman Sachs" finances and expenditures. Through careful consideration and analysis of firm finances, objectives, and strategies, you will contribute to the profitability and efficiency of the firm's businesses. Controllers are also responsible for ensuring that all business practices are in compliance with financial and regulatory requirements worldwide. In this role, you will be part of a dynamic global team focused on submitting quality filings with global regulators on a recurring basis. Your contributions are vital to the team's objectives, and you will be expected to make the filing process more efficient and effective by implementing recommendations. Collaboration with different trading desks, functional datasets, and regulations will be key, and you will need to maintain stakeholder relationships for each area of responsibility. As a subject matter expert, you will interact directly with portfolio managers and COOs to review and approve reports before submission, as well as assist in investigating data quality and resolving issues at the source. Additionally, you will work on enhancing the AWM reporting framework, collaborating with various teams to implement complex calculation and reporting rules around portfolio exposures and risks metrics. Your role will also involve partnering with legal and compliance teams to provide recommendations for new or evolving regulatory requirements, as well as communicating with senior management across businesses and divisions to build consensus and provide thought leadership. Oversight of vendors and data providers related to data collection and filing production will also be part of your responsibilities. To be successful in this role, you must hold a CA degree qualification and have 2-6 years of relevant work experience in asset management regulatory/compliance or asset management fund controller roles. Preferred qualifications include knowledge and experience working with various financial products, a good understanding of technology implementation, and an awareness of the changing global regulatory landscape. As a valued member of our team, you will have the opportunity to work independently while also being a team player with excellent communication, analytical, and project management skills. Your strong execution skills, attention to detail, and control mindset will be essential in fulfilling your responsibilities effectively. Join us at Goldman Sachs, where we are committed to fostering diversity and inclusion, providing numerous opportunities for professional and personal growth, and ensuring a supportive workplace environment. If you require accommodations during the recruiting process, we are dedicated to finding reasonable solutions for candidates with special needs or disabilities. Goldman Sachs is dedicated to safeguarding the health and well-being of our employees and others who enter our U.S. offices by requiring COVID-19 vaccination for employees working on-site. Accommodation requests based on medical, religious, or applicable law reasons can be made later in the process. Please note that accommodations are determined on a case-by-case basis to ensure a fair and inclusive recruiting process.,

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of peers and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders Training and coaching new hires in the team What you need to have: Minimum 2-3 years experience Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSEMMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businessesMarsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. What is in it for you Opportunity to be a part of worlds leading insurance broker and risk management company with client in over 130 countries with over 80,000 people , Corporate Social Responsibility, and Sustainability A competitive salary, employee friendly policies, health care and insurance for you and dependents A respectful work environment that values healthy work-life balance Future career opportunities across a global organization to perform and grow Chance to be a part of a dynamic work culture that rewards innovation and collaboration Curated training programs with enhancing skills and building knowledge opportunity We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of Analysts and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders What you need to have: Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects What you need to have: Minimum 1-2 years experience overall Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines About Mercer At Mercer, we are a global force of around 25000+ unique individuals working together to make a difference in the lives of more than 115 million people every day by advancing their health, wealth and careers. Were in the business of creating more secure and rewarding futures for our clients and their employees For more than 80 years, weve turned our insights into actions; Be it designing affordable health plans, or assuring income for retirement, or aligning workers with workforce needs, weve been united in our mission of enabling people around the globe to live, work, and retire well. Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Ahmedabad location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Bangalore location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

The ideal candidate will have a strong background in sales management and a proven track record of success. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet targets. Build and maintain strong relationships with customers and stakeholders. Analyze market trends and competitor activity to identify opportunities. Collaborate with cross-functional teams to drive growth. Monitor and control sales expenses to ensure profitability. Job Requirements Proven experience in sales management with a minimum of 3 years of experience. Strong leadership and team management skills. Excellent communication and interpersonal skills. Ability to analyze data and make informed decisions. Strong problem-solving and negotiation skills.

Returnship Program - Team Leader for Retail Banking Operations (RE) Education/ Experience / Expectations Any graduate with a minimum 8+ years of work experience in international banking industry General awareness of the international banking products and services Open for Night shifts (6PM IST to 4AM IST) – No rotational or Day Shift Location – Chennai & Hyderabad Job Description: Manage day to day operations meet/exceed the customer SLAs / expectations in terms of quality, TAT & Productivity and maintain internal metrics to measure performance, Identifying and correcting problem areas Attention to detail and should be able to act as an SME of the process and should be able to grasp new concepts from onshore SMEs and cascade them to the team and maintain repository database Mentor team members in picking up concepts and achieve expected results Manage the Bank's branch requests and maintain relationship and Timely completion and review daily inflow from commercial bankers, bank customers and prospects Action and respond to Ad-hoc requests and escalations in a timely fashion Expertise in Credit Card Onboarding, mutual funds allocation and portfolio management, Mortgage payments and retail banking Willing to learn with limited training and have complete knowledge of Client databases/applications designed by company which are unique Supervise associates by monitoring volumes and patterns and schedule adherence. Report daily performance metrics, maintain agent level performance database and manage individual performance metrics Maintain a database to track all customer complaints/ process issues and causes and drive actions to minimize them Manage administrative functions of the team: Support hiring, maintaining cleanliness in ODC and managing ad hoc requests from Admin and transport teams Maintain and update customer account related information in client applications. Work in Hybrid model environment Expertise in Excel – mandate

As part of this role at the Leading MNC, you will be required to demonstrate pragmatic decision-making skills, utilizing data and risk understanding to make clear judgments. Your experience in the financial services sector will be valuable in this position. Strong communication skills, both written and verbal, are essential for effective collaboration. Additionally, you should be capable of taking a portfolio view and managing multiple deliveries concurrently. In your role, you will need to ensure compliance with in-country regulatory approvals. Leading Hypercare reporting to track post-activation adoption, customer feedback, and impacts will be a key responsibility. It will also be crucial to maintain and monitor all relevant Jira tasks, ensuring timely updates and reporting of status. Your role will involve defining the best pilot and implementation approach, drawing on insights from previous rollouts and creating necessary assets.,

You will be responsible for underwriting corporate finance business and managing the portfolio in your assigned area. Your main duties will include supporting and collaborating with business teams to oversee the end-to-end credit approval process for the designated region. You will underwrite cases, present them to senior management, and authorize any deviations raised by underwriters in compliance with credit policy. Additionally, you will be required to finalize the review of credit memos prepared by underwriters, approve or decline sign-offs on each file after verifying documentation requests, and approve all disbursement requests based on adherence to agreement value requirements and full documentation attainment at the branch level. You will also monitor and supervise Personal Discussion Document (PDD) management, ensuring timely completion through customer visits for high-value cases. Your role will involve coordinating with external vendors such as Financial Institutions (FI), Legal, and Technical valuations to resolve queries and ensure timely report submissions, eliminating any undue delays. You will also work closely with the recoveries team to gain valuable business insights and lead a team of credit approvers to maintain portfolio quality and minimize delinquencies. Furthermore, you will engage in developing, implementing, reviewing, and monitoring various credit programs, providing training and coaching to enhance the team's competency, and improving processing efficiency. It will be your responsibility to ensure due diligence in credit analysis, customer application screening, evaluation, underwriting, and sanctioning of loans. You will also need to adapt underwriting norms to local market requirements and continuously enhance and execute consumer credit risk strategies. The ideal candidate for this position should possess an MBA/PGDBA/PGPM/CA or equivalent qualification.,