3550 Portfolio Management Jobs - Page 6

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. We are counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. As a Compliance rule coder and tester on Blackrock Aladdin/other platforms professional, you will utilize your expertise and prior work experience on one or more asset classes such as fixed income, equity, derivatives, etc. Your responsibilities will include Guideline Interpretation, Rule Coding and Testing, Pre Trade & Post Trade Compliance Monitoring, and Investment Compliance. Technical experience in working with data, understanding relational data models, and executing SQL queries is essential. Exposure to working with Wealth and Asset Management firms and a complete understanding of the Buy side business will be required. Your client responsibilities will involve working as an individual contributor/lead in one or more Wealth and Asset Management projects. You may need to manage a team of junior business analysts based on project requirements. Communication with onsite coordinators, completion of assigned tasks on time, regular status reporting to the lead, manager, and onsite coordinators, as well as interface with customer representatives as needed will be part of your role. Travel to customers" locations may be required on a need basis. In terms of people responsibilities, you will be expected to build a quality culture, manage the performance of direct reportees, foster teamwork, lead by example, provide training and mentoring to project resources, and participate in organization-wide people initiatives. Mandatory skills for this role include sectorial experience in financial services/capital markets, with domain knowledge on different asset classes across front office, middle office, and back office for either or both buy and sell side of business. Knowledge of portfolio management, trade execution, data control and operations, and portfolio administration is crucial. You should have experience in understanding client requirements, relating them appropriately to the team, defining and validating customization needs for packages as per client requirements, and expertise in Oracle, MS SQL, DB2 databases, and good data analytics skills. In-depth knowledge of CFA concepts like portfolio management, wealth planning, Fixed income, Equity, Alternate investment, Derivatives, etc., is required. Leadership skills are essential for this role, along with excellent client-facing abilities. A degree in MBA/MCA/BE/B.Tech or equivalent with 8 to 10 years of experience in the financial services industry is preferred. EY exists to build a better working world, helping to create long-term value for clients, people, and society, and build trust in the capital markets. With diverse teams in over 150 countries, EY provides trust through assurance and helps clients grow, transform, and operate across assurance, consulting, law, strategy, tax, and transactions. EY teams ask better questions to find new answers for the complex issues facing our world today.,

The Portfolio Analyst supports the Passive Portfolio Manager in overseeing and maintaining the performance of investment portfolios. This position involves tracking key portfolio metrics, conducting in-depth data and performance analysis, and preparing internal reports to inform investment decisions. The analyst works with financial datasets and analytical tools to assess and attribute portfolio performance, while also supporting the day-to-day operational activities associated with passive investment strategies. As part of our flexible benefits program, you will have access to best-in-class leave policy, gender-neutral parental leave, 100% reimbursement under childcare assistance benefit (gender-neutral), sponsorship for industry-relevant certifications and education, Employee Assistance Program for you and your family, comprehensive hospitalization insurance for you and your dependents, accident and term life insurance, and complimentary health screening for employees aged 35 and above. Key Responsibilities: - Work closely with Passive Portfolio Management teams across Europe and the US to support global fund operations. - Perform and sign off on daily Net Asset Value (NAV) and Portfolio Composition File (PCF) reconciliations to ensure data accuracy and consistency. - Coordinate with external stakeholders such as index providers, valuation agents, and custodians, as well as internal teams including Middle Office, Risk, and Compliance. - Monitor index changes and corporate actions, and conduct portfolio cash flow analysis to support accurate fund adjustments. - Conduct performance analysis and generate regular performance attribution reports to support portfolio evaluation. - Monitor portfolio risk exposures in alignment with internal policies and regulatory standards. - Support stakeholder communication by ensuring timely updates, issue resolution, and delivery of required outputs. Skills and Experience: - Postgraduate degree or equivalent international qualification; CFA Charterholder or candidates who have passed Level III are preferred. - Strong quantitative background, with academic or professional grounding in engineering, mathematics, or finance. - Up to 3 years of relevant experience in financial services or investment management support. - Foundational understanding of equity and fixed income instruments, including derivatives. - Exposure to or experience in supporting equity or fixed income portfolio management functions. - High proficiency in Microsoft Excel, with working knowledge of Bloomberg and Reuters. - Familiarity with Visual Basic for Applications (VBA) and portfolio management systems is considered an advantage. Personal Characteristics: - Self-motivated and capable of working independently, with a strong willingness to learn and take on new challenges. - Excellent written and verbal communication skills, with strong attention to detail. - Demonstrated ability to engage effectively with stakeholders across various levels of the organization. - Organized and efficient, with the ability to manage multiple priorities and perform under pressure. - Comfortable working in a technical environment and with fundamental mathematical concepts in finance. - Strong team orientation with a collaborative approach to problem-solving. Training and development, coaching and support from experts in your team, a culture of continuous learning, and a range of flexible benefits are provided to help you excel in your career.,

The State Head Business & Credit - Rajasthan position at ParivartanEra Financial Services Pvt Limited is a full-time role based in Jaipur. As the State Head, you will be responsible for achieving Business Targets, hiring productive Relationship Managers (RMs), overseeing credit management, credit risk management, and portfolio management specifically for the state of Rajasthan. Your main duties will involve developing and implementing strategies, policies, and procedures to ensure effective credit risk management and finance operations. You will need to demonstrate Business Target Achievements with a minimum Productivity level per RM of 25 lacs disbursement Month-over-Month (MOM). Additionally, you should possess strong skills in Credit Management, Credit Risk Management, analytics, and financial knowledge. Experience in Portfolio Management is also required for this role. To excel in this position, you must have strong leadership and managerial abilities. Excellent communication and interpersonal skills are essential for effective collaboration within a team environment. The minimum educational requirement for this role is a Bachelor's degree along with an MBA in Finance, Business Administration, or a related field. Moreover, prior experience in the financial services industry, particularly in MSME Micro Lap at 25% ROI bucket, is mandatory. The compensation package for this role is in the range of 10 - 12 lacs with an additional 25% of CTC as an incentive based on achieving Key Result Areas (KRAs) related to Business, Collection, and Credit targets on a Month-over-Month basis.,

As an experienced professional in the Sales-Vehicle department with over 5 years of expertise, you will be responsible for sourcing and managing Used Car Loans to meet set targets. Your role will involve developing channels, establishing partnerships with Used Car Dealers and Re-sellers, and resolving any Post Disbursement Defects (PDD) that may arise. Additionally, you will oversee the collection of Used Car Loans, focus on team building, and drive channel development initiatives. Your responsibilities will also include achieving the business plan, managing the portfolio in collaboration with Operations and Collection teams, verifying assets in processed cases, and ensuring the smooth operation of vehicle loan business across the designated geography. Regular review meetings with line managers, close monitoring of Early Delinquencies (EDs) and Non-Starter (NS) cases, and the identification and conversion of prospects will be key aspects of your role. If you are interested in this opportunity and possess the requisite skills and experience, please share your updated CV with Recruiter Bidit Nath at bidit.nath@kogta.in.,

As the Equity Head, you will be responsible for overseeing equity trading, investment strategies, and portfolio management for the organization. Your role will involve leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. You will develop and implement the overall equity investment strategy, identify market trends, new investment opportunities, and risk management strategies. It will be crucial for you to ensure alignment with the organization's financial goals and objectives. In terms of portfolio and investment management, you will oversee equity trading and portfolio management for clients and the firm. Your responsibilities will include developing customized investment solutions based on market research and analysis, as well as ensuring optimal asset allocation and risk-adjusted returns. You will lead a team of analysts to conduct fundamental and technical research, keeping up to date with market trends, economic reports, and financial news. Your role will also involve providing investment recommendations based on in-depth market analysis. In terms of client and stakeholder management, you will work closely with HNIs, institutional clients, and key stakeholders to manage investments. Providing advisory services, performance updates, and investment insights will be key to ensuring high levels of client satisfaction and relationship management. Ensuring compliance with SEBI and other regulatory authorities will be essential. You will need to stay updated on market regulations, exchange rules, and company policies, as well as implement risk management and governance best practices. Building and mentoring a high-performing equity research and trading team will be part of your responsibilities. Conducting training sessions to enhance team knowledge and market expertise, as well as encouraging innovation and a data-driven investment approach, will be crucial for team leadership and development. Key Requirements: - Education: MBA (Finance) / CFA / CA or equivalent qualification. - Experience: 8-15 years of experience in equity markets, broking, or investment management. - Skills: - Strong knowledge of equity markets, investment strategies, and financial modelling. - Expertise in portfolio management, risk analysis, and asset allocation. - Strong leadership, decision-making, and client relationship skills. - Proficiency in Bloomberg, Reuters, and other market research tools.,

Wipro Limited is a prominent technology services and consulting company dedicated to creating innovative solutions that cater to the complex digital transformation needs of clients. With a vast portfolio of capabilities in consulting, design, engineering, and operations, Wipro aids clients in achieving their ambitious goals and establishing sustainable businesses prepared for the future. Boasting a workforce of over 230,000 employees and partners in 65 countries, Wipro fulfills its commitment to assisting customers, colleagues, and communities in thriving amidst a constantly changing world. The role primarily entails collaborating with stakeholders in the U.K. and NY to conduct periodic analysis and reporting of portfolio and asset-level data for both internal and external audiences. The new team member will focus on iLevel and MDM dependent processes while streamlining existing systems and templates to generate consistent and efficient reports for the Europe region. The key responsibilities include: - Developing proficiency in Client Business funds and investments - Sourcing, summarizing, and distributing real-time information across the global portfolio - Working closely with colleagues and teams on portfolio insights - Handling ad hoc requests, strategy support, and quarterly reporting of operating and valuation data for assets in the alternative fund's portfolio - Updating investor and insurance SMA reports periodically and supporting stakeholders in creating publishing material and supplementals - Participating in and executing global ad hoc projects related to portfolio information, insurance client governance, and business strategy The ideal candidate should possess the following skills and experience: - A Master's degree with a major in Finance from a reputable university - Understanding of Real Estate/ Private Equity business - Strong quantitative aptitude and proficiency in Microsoft Office applications - Ability to manage multiple priorities in a fast-paced environment - Previous experience in asset management or portfolio management is preferred - Proficiency in advanced Excel - Proactive approach and ability to work in a dynamic environment - Attention to detail, accuracy, and data validation - Effective communication skills (listening, verbal, and written) - Excellent interpersonal and teamwork skills - Sound judgment and discretion - Contribution towards fostering a positive work environment - CFA/CAIA designation is a plus At Wipro, we are reimagining the future. We are transforming into a modern organization with bold ambitions for digital transformation. We are seeking individuals who are driven by reinvention of themselves, their careers, and their skills. Join us in evolving our business and industry as the world progresses. At Wipro, you will find purpose-driven work and the freedom to shape your reinvention. Realize your aspirations with us. We welcome applications from individuals with disabilities.,

As a Personal Investment Specialist, you will be responsible for explaining various types of investment product features and financial services to potential clients over the phone. Your role will involve delivering personalized investment solutions to assist clients in achieving their short term, medium term, and long-term financial goals. Additionally, you will play a key role in developing and strengthening client relationships. In this position, you will have the opportunity to educate clients on investment options, answer their questions, and recommend suitable investments based on their needs. You may also be involved in helping clients plan for specific circumstances such as education expenses, tax planning, or retirement planning. Meeting with clients to understand their individual requirements and preparing financial plans that encompass a mix of short and long-term investments will be part of your daily responsibilities. Furthermore, you will provide regular updates on the performance of investment portfolios and monitor clients" accounts to assess if any changes are necessary to enhance account performance or accommodate life changes such as marriage or having children. Researching investment opportunities and staying informed about market trends will also be a crucial aspect of your role. This is a full-time position that offers benefits such as Provident Fund, a day shift schedule, and performance bonuses. The ideal candidate for this role should have a Bachelor's degree and a strong foundation in financial planning and investment management.,

As a Crypto Trader at Syrusins, a leading company in the crypto industry, you will be responsible for analyzing market trends, identifying opportunities, and executing trades. With a minimum of 2 years of experience in crypto trading, you will leverage your skills to drive growth and success within our organization. The ideal candidate for this role will have a proven track record of successful trades and portfolio management. You should possess a strong understanding of technical analysis and market trends, coupled with excellent decision-making and risk management skills. Your responsibilities will include analyzing crypto market trends, executing trades, managing portfolios, developing and implementing trading strategies, and staying updated on market news and trends. To excel in this role, you must have at least 2 years of experience in crypto trading, a solid foundation in technical analysis and market understanding, as well as exceptional communication and decision-making skills. Candidates from Kerala, Karnataka, and Tamil Nadu are preferred for this position. In return, Syrusins offers a competitive salary and benefits package, the opportunity to work with a leading crypto company, and remote work flexibility. If you are a skilled crypto trader with a passion for the industry, we invite you to apply now with your resume and portfolio. This is a full-time, permanent position with benefits including a flexible schedule. The work location is remote, allowing for a day shift or morning shift schedule.,

As a Credit Manager for Auto loans based in Delhi, you will be responsible for evaluating the credit worthiness of customers applying for car loans. Your main tasks will include making credit decisions within the specified Turn Around Time (TAT) and determining the appropriate risk assessment for each customer. Additionally, you will be actively engaged in portfolio management by staying informed about the market trends and closely monitoring the loan portfolio. Launching new products tailored to market needs will be a key aspect of your role, ensuring that these products are designed with adequate risk mitigation strategies in place. You will also be required to closely monitor delinquency parameters by collaborating with the collections team, analyzing trends, and drawing insights to improve overall performance. To excel in this role, you should have a minimum of 3 years of experience in retail credit underwriting, preferably in the automotive finance sector. A minimum qualification of an MBA in Finance or a CA degree is required. Knowledge of the local area is essential, and fluency in the local language in addition to Hindi and English is preferred. Furthermore, a strong understanding of financial trends and the ability to interpret them effectively will be crucial for success in this position. If you are looking for a challenging role where you can leverage your credit management skills to drive business growth while effectively managing risks, this position offers an exciting opportunity to make a significant impact in the automotive finance industry.,

At Iron Mountain, we understand the importance of work done well and its positive impact on our customers, employees, and the planet. We are looking for smart and dedicated individuals to join our team. Whether you are starting your career or seeking a change, come talk to us and discover how you can enhance the value of your work at Iron Mountain. Iron Mountain offers expert and sustainable solutions in records and information management, digital transformation services, data centers, asset lifecycle management, and fine art storage, handling, and logistics. We take pride in partnering with over 225,000 customers globally to preserve their valuable artifacts, optimize their inventory, and ensure data privacy through innovative and socially responsible practices. If you are intrigued about being a part of our growth story and developing your skills in a welcoming culture that values your unique contributions, let's begin the conversation. For over 70 years, Iron Mountain Incorporated (NYSE: IRM) has been a strategic partner in caring for information and assets. As a global leader in storage and information management services, trusted by 95% of the Fortune 1000 companies worldwide, we focus on protecting, unlocking, and maximizing the value of your work, regardless of its format or location. We bridge the gaps between paper, digital, media, and physical data to extract value throughout its lifecycle, aiding in building organizational resilience with a core commitment to sustainability. Our partnership aims not only to preserve institutional knowledge and enhance efficiency, security, and access but also to elevate the meaning of your work, as it holds the power to accelerate and enhance your business. Iron Mountain is dedicated to driving meaningful change and is currently seeking an experienced Black Belt in Enterprise Business Process Improvement to join our Enterprise Excellence team. This role is crucial to our Global Business Services (GBS) platform and focuses on end-to-end process transformation across Iron Mountain's global operations. The appointed leader will spearhead initiatives to enhance efficiency, improve customer experience, streamline operations, and deliver measurable results. **Role Overview:** As a key member of the Enterprise Excellence team, you will lead a portfolio of improvement projects utilizing Lean, Six Sigma, DMAIC, Agile, and structured problem-solving methodologies. Your efforts will optimize critical processes, establish best practices, and leverage automation to align with Iron Mountain's strategic priorities. **Key Responsibilities:** - **Strategic Process Transformation & Standardization:** - Identify, standardize, and automate high-impact processes across GBS, ensuring alignment with enterprise goals and customer experience standards. Leverage best practices to create a unified approach to operational excellence. - **Portfolio Management & Prioritization:** - Operational Excellence Using Lean and Six Sigma: Apply Lean, Six Sigma, Agile, and other methodologies to streamline end-to-end processes. Conduct root cause analysis and deploy process control techniques to enhance operational efficiency, quality, and compliance across global teams. - **Cross-Functional Collaboration & Engagement:** - Collaborate with Global Process Owners to drive enhancements across critical GBS functions, aligning process improvements with broader business goals. Facilitate cross-functional workshops to encourage collaboration and implement impactful changes. - **Coaching & Change Management:** - Train and coach teams on continuous improvement principles, fostering a culture of operational excellence. Support change management efforts by establishing a framework for sustainable adoption and scaling best practices across the organization. - **Performance Tracking & Reporting:** - Establish and monitor key performance indicators (KPIs) for each project to track progress and measure results. Develop visual management tools and dashboards to offer real-time insights into process health and project impact, ensuring alignment with GBS leadership goals. **Functional Knowledge, Skills, And Competencies:** - Understands technology as a process enabler - Hands-on, meticulous, and capable of seeing the big picture - Skilled at breaking down problems and complex situations into actionable steps - Strong ability to map processes from current state to desired future state - Excellent problem-solving and analytical skills with a data-driven approach and solid business acumen - Known for driving and embracing change - Strong communication, training, and facilitation skills with the ability to influence others - Capable of operating independently in a fast-paced and evolving environment - Demonstrated results with Lean, Kaizen, and continuous improvement - Consistent track record of leading multi-functional teams - Willingness to travel up to 25%, primarily domestic - Familiar with agile methodologies and ways of working - Ability to engage and influence stakeholders at all levels - Proficient in multitasking in a fast-paced environment while effectively prioritizing tasks - Possesses learning agility and proactively seeks out new concepts and technologies to expand expertise - Strong coaching and mentoring competency **Candidate Education Requirements:** - 10+ years of experience, including industry Six Sigma Black Belt certification from an accredited institution - Bachelor's degree required, preferably in Engineering; Six Sigma Black Belt or Master Black Belt certification mandatory. An advanced degree such as an MBA is a plus - Proficiency in English language, both written and verbal **Background/Experience:** - Over 10 years of experience leading large-scale Six Sigma and Lean initiatives in global, cross-functional environments - Proven success in process mapping, standardization, and performance monitoring, particularly in high-impact business functions - Strong background in data analytics, KPI benchmarking, and statistical modeling to support data-driven decision-making and insights **Core Competencies:** - Mastery of Lean, Six Sigma, DMAIC, and Agile methodologies with expertise in statistical process control and structured problem-solving - Demonstrated capability in managing complex, multi-phase projects across departments with a track record of measurable outcomes - Ability to translate data insights into strategic process improvements and create visual management tools to communicate KPIs and process performance - Excellent verbal and written communication skills, adept at conveying complex information to diverse audiences, including senior leadership - Strong cross-functional skills to drive engagement and align teams around shared goals in an international setting **Industry Knowledge:** - Experience in Finance or IT industries is advantageous, bringing an understanding of specific regulatory, compliance, and operational requirements in these sectors At Iron Mountain, we are committed to providing storage and information management services to over 225,000 organizations in 60 countries. We secure our customers" critical business information, sensitive data, and cultural artifacts while reducing costs, mitigating risks, ensuring compliance, and facilitating digital and sustainable solutions across various sectors. If you require special accommodations due to a physical or mental disability, please email accommodationrequest@ironmountain.com. Learn more about our Equal Employment Opportunity commitment in the Supplement.,

You will be responsible for underwriting mortgage business and managing the portfolio in the assigned branch/location. Your core responsibilities will include reviewing and assessing a broad range of complex loan applications within defined guidelines, underwriting proposals as per policies and procedures, conducting personal discussions with customers to establish creditworthiness, maintaining various MIS reports, building effective relationships with third parties, exceeding service quality standards, and facilitating quick turnaround time for credit lending proposals. You will need to have in-depth knowledge of income to obligation ratios, loan to value ratios, and be able to critically review credit proposals to identify risks. Additionally, you will ensure collateral and credit risk mitigation, monitor credit exposures, and manage the credit underwriting function of the branch. Recovery of quick mortality cases will also be part of your responsibilities. Qualifications required for this role include a Graduate degree, with preference given to candidates with Masters/Post Graduate qualifications. Certifications such as CA/MBA are also preferable for this position.,

Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value (TRV). Accountable for achieving annual volume and revenue objective. Ensure Savings Book and loan book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS processes. Job Duties: Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements. Ensure internal and regulatory compliance and address operational risks if any.

The Senior Proposal Specialist at the Client Response Center (CRC) Team will be a key player in enhancing client service and retention efforts globally. You will be responsible for completing Due Diligence Questionnaires, Onboarding Questionnaires, Contract Renewal/Sub-Advisory Questionnaires, and RFIs for both retail and institutional clients. Your primary focus will be on client servicing-related projects, including standard and customized client DDQs. You will write and review complex equity asset class and firm/entity level operational DDQs, maintaining and customizing language and data for identified universe of topics. Collaboration with CRC Management, Equity Business Development Teams, RFP Writers, and other Senior Subject Matter Experts will be essential for writing assigned DDQs and maintaining language. You will also guide and train Mid-Senior and Junior Specialists/Writers. This role offers you an exciting opportunity to expand your expertise in the equity asset class and asset management business. You will work with experienced internal subject matter experts, managing challenging equity and firm level DDQs for strategic clients. By taking ownership of projects and topic areas, you will deepen your technical knowledge and enhance your leadership skills by mentoring and developing Mid-and Junior Specialists/Writers. Responsibilities: - Write complex DDQs for equity products platform and firm operational DDQs - Ensure high-quality drafts following Firm-specific best practices - Customize responses to reflect specific client requests - Handle follow-up responses and coordinate with internal stakeholders for additional information - Maintain and update language for equity platform and European entities - Customize existing language and develop new content as needed - Understand and implement best practices for DDQ responses - Stay updated on systems, documents, and internal resources for completing DDQs - Manage internal stakeholders professionally for productive engagements - Review and provide guidance to Mid-and Junior Specialists/Writers Qualifications: - 5-7 years of due diligence and/or RFP writing experience - Sound knowledge of equity asset class and asset management firm operations - Strong writing, multitasking, and time management skills - Initiative, good judgment, and ability to work under pressure - Exceptional attention to detail and organizational skills - Familiarity with portfolio management terms and GIPS regulations - Expert-level proficiency in MS Office Suite, especially Word and Excel - Experience with technology and AI tools for efficient DDQ drafting - MBA/MS/MA degree; CFA (L1 Cleared or higher) certification preferred Location: Pune, India,

We are looking for a highly skilled and experienced Area Credit Manager to join our team at TATA CAPITAL LIMITED in the banking industry. The ideal candidate will have 6-8 years of experience in retail credit, housing, and credit management. Roles and Responsibility Manage and oversee the credit function for retail assets, including loan origination, underwriting, and portfolio management. Develop and implement effective credit strategies to achieve business objectives and growth targets. Build and maintain strong relationships with key stakeholders, including customers, partners, and internal teams. Conduct thorough analysis of credit data and market trends to inform business decisions. Collaborate with cross-functional teams to identify opportunities for process improvements and cost savings. Ensure compliance with regulatory requirements and industry standards in all credit-related activities. Job Requirements Strong knowledge of credit principles, practices, and regulations in the banking industry. Excellent analytical, problem-solving, and communication skills. Ability to work effectively in a fast-paced environment and meet deadlines. Strong leadership and team management skills, with experience supervising and mentoring junior staff. Proficiency in financial modeling and data analysis tools, such as Excel and SQL. Experience working with retail assets, including loans, deposits, and other financial products.

Team Manager Key Responsibilities: Leading and motivating a team of professionals within the COE, assigning tasks, and monitoring performance against set goals. Fostering a positive team culture, encouraging collaboration, and addressing team conflicts. Conducting regular performance reviews, providing feedback, and identifying development needs for team members. Managing project timelines, resource allocation, and workload distribution within the team. Acting as the primary point of contact for clients, understanding their needs, and ensuring their satisfaction with the COE services. Identifying opportunities for process optimization within the COE, implementing new tools and methodologies to enhance efficiency. Promoting knowledge sharing within the team, capturing best practices, and ensuring continuous learning and development. Track macro-economic indicators and draw insights out of it. Collaborate with various functions including Acquisitions, Asset Management, Capital Markets, Institutional Client Solutions, Portfolio Management, Legal, Tax and Finance Essential Skills & Experience: Masters degree Major/Minor in Finance, Banking or Mathematics is a plus. Exceptional quantitative aptitude and skill set with a proficiency in Microsoft Office applications. Ability to manage multiple priorities in a fast paced, fluid environment. Previous background within a valuation reporting role a plus CA / CFA designation a plus Rigorous analytical mindset with a high level of intellectual curiosity and excellent problem-solving skills Acute focus on attention to detail, accuracy, and data validation Effective communication skills (listening, verbal, and written) Excellent interpersonal and teamwork skills Sound judgment and discretion Strong initiative, energy and confidence completing assignments with limited supervision Essential Skills & Experience: Masters degree Major/Minor in Finance, Banking or Mathematics is a plus. Exceptional quantitative aptitude and skill set with a proficiency in Microsoft Office applications. Ability to manage multiple priorities in a fast paced, fluid environment. Previous background within a valuation reporting role a plus CA / CFA designation a plus Rigorous analytical mindset with a high level of intellectual curiosity and excellent problem-solving skills Acute focus on attention to detail, accuracy, and data validation Effective communication skills (listening, verbal, and written) Excellent interpersonal and teamwork skills Sound judgment and discretion Strong initiative, energy and confidence completing assignments with limited supervision Essential Skills & Experience: Masters degree Major/Minor in Finance, Banking or Mathematics is a plus. Exceptional quantitative aptitude and skill set with a proficiency in Microsoft Office applications. Ability to manage multiple priorities in a fast paced, fluid environment. Previous background within a valuation reporting role a plus CA / CFA designation a plus Rigorous analytical mindset with a high level of intellectual curiosity and excellent problem-solving skills Acute focus on attention to detail, accuracy, and data validation Effective communication skills (listening, verbal, and written) Excellent interpersonal and teamwork skills Sound judgment and discretion Strong initiative, energy and confidence completing assignments with limited supervision

Job Descripation - Solution Bid Manager Have a personal impact on winning structuring deals for Apps, promoting the rules of the Solutioning Manifesto. Mastery of the Apps portfolio and industrial model - Monitoring of Price to Win, proposal quality and oral presentation preparation - Facilitation of sessions"value proposal", "price to win", "solution workshop". - Challenge the solution to take account of the customer"s pain-points - Management of the bid response team Ensure internal processes are applied - Control of the ABL / MU opportunities funnel shared with the P&S APPS teams (deal map). - Rigorous weekly updating of tools - Systematic reviews (GNG, SR, PR, Win/Loss reviews) - Validation of the industrial model with the PUs concerned, systematically considering offshore & nearshore. - Ensure minimization of remaining costs NOT A COORDINATION ROLE , He / She should own the process.

Portfolio Manager Department Kotak Mahindra Bank Retails Assets Reporting Relationship Reporting to Location Collections Manager Position Grade M1 M2 Monitoring and maintaining collection for the area. Managing repossession. Co-ordination with collection agency, repossession agent, sale of asset, Legal formalities. Graduate Min 2 5 years of experience in collections. Confident, ability to handle a team of collections, can go to the field when required and also give training to his team when needed

Avalara's Agile PMO team is looking for an experienced Sr. Agile Coach to join our Engineering Teams As an Agile Coach, you will support the Technology group to ensure program teams follow the Agile Process and bring organizational structure, Agile disciplines, and daily operational management to the teams. You will also be partnered with multiple Agile teams on ensuring a smooth delivery of their release efforts. You will promote Agile best practices by educating colleagues, coaching teams, collaborating with leaders on the Agile adoption strategy and working with the Transformation Lead to implement the Agile methodology across the organization. You will be reporting to Sr Director, Technical Program Manager. What Your Responsibilities Will Be Responsibilities Work with leaders in Prod Security, Architecture and Reliability Engineering to improve the flow of their goals to rest of Engineering Dev teams. Understand and implement Avalara SDLC in Technical Program Teams Understand Team goals and partner with TPMs in Lean Portfolio Management Road mapping, within Teams and across multiple dependent teams As a hands-on Agile Coach for 10+ teams in the Program, improve proper framework adoption and build great product by following the Agile Process Coach Scrum Leads to help build both next-generation products and maintain the current product line Ensure partner management Partner with TPM to facilitate Dependency Management across multiple Teams Partner with Engineering and Product Leaders to remove roadblocks and agree on their expectations in achieving desired outcomes, results, and deliverables. Identify opportunities where AI can reduce waste, simplify workflows, and optimize team performance according to Agile principles Familiarity with integrating AI within Jira, Confluence, or other Agile tools What You'll Need to be Successful Experience: 8+ years of Agile experiences in Scrum and Kanban with technical projects 5+ years in mid to large enterprise software project management 2+ years of implementing or working in SAFe framework and Experience in Agile transformation Technical Understanding of SaaS Product development Excellent relationship management Demonstrated experience using AI tools (e.g., ChatGPT, GitHub Copilot, Miro AI) to enhance team agility, improve SDLC practices, and improve. Can coach teams and leaders on responsible, AI adoption in Agile ways of working (e.g., for retrospectives, backlog grooming, documentation, or decision-making support) Education: Bachelor's degree in Computer Science or Engineering SAFe Certification Must have: Understand spirit of Agile, Portfolio Management and DevOps practices Understand finer nuances of Scrum & Kanban. Understand large-scale project management. Understand release planning, coordination, and management Have worked with a multi-team data dependency lifecycle environment Proficient in Jira, Confluence, and advanced filters Drove large-scale Agile framework adoption in medium-large program This is a remote position.

Job Title: Sr. Research Analyst/ Research Analyst – Fixed Income Research & Valuations Division – CRISIL Intelligence Department – Fixed Income Research Website- https://intelligence.crisil.com/ Experience: 2-5 years Functional Responsibility/ Domain Related: Valuations of various Indian debt instruments including corporate bonds, money market instruments, government securities, state development loans, Treasury bills etc. Construction and review of yield curve across issuers, sectors and rating categories. Establishing a strong network for polling across market participants – mutual funds, insurance companies, banks, primary dealers, brokers, arrangers and other active investor/ traders segments Polling with various debt market participants on a daily basis for sourcing required pricing information. Sourcing and analyzing trades/pricing data received from various market sources (exchanges, asset managers etc.) for the purpose of valuations. Preparation of valuation models using excel/VBA. Preparation of ad-hoc analytical report for the purpose of senior management and/or for external agencies. Preparation and maintenance of documentation related to valuations Assistance in development, testing, maintenance of various in-house applications Desirable Skills: Fixed income dealing experience in CP, CD and corporate bonds in Indian debt markets Strong connect with market participants including fund managers, arrangers, PDs, issuers, brokers etc Analytical inclination and fixed income fundamentals knowledge. Strong oral, written and presentation skills Fixed income market understanding Working knowledge of MS office products and VBA

SERVICE DELIVERY OFFICER (SDO) KRAs: Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. Regular generation of leads for NTB customer and cross sell. The SDO will act as a backup to the SO. Non-transaction related servicing at the Branch Audit,Reconciliation of Branch Accounts Customer query resolution Should have a desire to know and understand financial terminology Cross selling of financial products Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. EXPERIENCE, QUALIFICATIONS & QUALITIES: Atleast 3 years in branch banking operations. Post-graduate or graduate with appropriate experience. Primary motivation customer service through querry resolution A senior teller or branch operations person. TARGET COMPANIES:HDFC Bank, ICICI Bank, IDBI Bank, UTI Bank AGE: 23-25 years OTHERS: Reporting toSM THE ROLE (bold): Customer service at the Branch, customer retention

Job role: Handle current portfolio of Light Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients.

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

SERVICE DELIVERY OFFICER (SDO) KRAs: Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. Regular generation of leads for NTB customer and cross sell. The SDO will act as a backup to the SO. Non-transaction related servicing at the Branch Audit,Reconciliation of Branch Accounts Customer query resolution Should have a desire to know and understand financial terminology Cross selling of financial products Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. EXPERIENCE, QUALIFICATIONS & QUALITIES: Atleast 3 years in branch banking operations. Post-graduate or graduate with appropriate experience. Primary motivation customer service through querry resolution A senior teller or branch operations person. TARGET COMPANIES:HDFC Bank, ICICI Bank, IDBI Bank, UTI Bank AGE: 23-25 years OTHERS: Reporting toSM THE ROLE (bold): Customer service at the Branch, customer retention

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

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience