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89.0 years
0 Lacs
Mumbai Metropolitan Region
On-site
Business Unit: Global Operations Reporting To: Associate Manager, Global Operations Shift: EMEA (1:30 pm - 10:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai – and has opened a new office in Mumbai, India in June 2023. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit https://www.russellinvestments.com. Job Description: As a Senior Investment Operations Analyst, you will provide operational support and services representing Global Operations supporting successful outcomes for both internal and external clients. The operations team supports product operations, account opening, trade lifecycle management, reconciliation, systematic rebalancing and reporting across equity, fixed income, ETD, OTC derivatives and foreign exchange products globally. This position will primarily focus on supporting the trade lifecycle including Onboarding, Settlements, and Reconciliation. The role will collaborate closely with internal teams at Russell Investments, including portfolio managers, analysts, and traders, as well as external partners such as custodians, counterparties, and brokers, to provide accurate and scalable operational support. Years Of Experience A minimum of 5 years of previous experience in the financial services industry, preferably in a trading operations or reconciliation capacity within an asset management firm or financial institution. Qualifications Bachelor's degree in finance, economics, or business administration. CFA or progress towards is preferred (not required). 2-3 years of experience in asset management operations, banking operations, finance, or a related function is preferred. Familiarity with custodian, broker, and money manager operations Organized, analytical, detail-oriented, and precise with numbers, possessing a solid understanding of the securities/fund industry, as well as investment concepts and strategies. Strong individual contributor and team player in a fast-paced environment, with the ability to prioritize and complete multiple assignments under short deadlines. Ability to identify potential issues, promote efficient resolution, set and pursue goals, and demonstrate a commitment to organizational success. Excellent communication skills, understanding how to tailor communication style to the situation at hand. Ability to thrive in dynamic and fast-paced environments, handling ambiguity and change effectively. Responsibilities Work closely with internal teams (portfolio managers, analysts, traders) and external partners (custodians, counterparties & brokers) to ensure seamless communication and resolution of operational issues. Support the end-to-end trade lifecycle for a wide range of products, including equity, fixed income, ETD, OTC derivatives, and foreign exchange, ensuring accurate and timely processing of trade settlements, confirmations, and settlements. Oversee the reconciliation of equity, fixed income, and FX transactions, ensuring accuracy across systems such as Bloomberg AIM, custody and accounting provider. Perform detailed position reconciliations, including cash reconciliation, dividend tax postings, margin movements, and corporate actions. Ensure Day-to-day operational responsibilities are managed, coordinated, and delivered to the core business clients. Effectively and collaboratively identify, escalate, mitigate, and resolve operational risk Evaluate and improve existing operational processes and maintaining up-to-date procedures to reduce risk, increase efficiency, and support regulatory requirements and business initiatives Display exemplary conduct and live by our organizations Code of Conduct Candidate Requirements Strong computer skills, including advanced proficiency with Excel Prior experience with Bloomberg AIM, custodian portals, and other financial systems. Prior experience in middle office operations. Ability to manage multiple priorities and meet deadlines in a high-pressure environment. Strong interpersonal, written, and verbal communication skills, with the ability to work collaboratively across teams. Core Values Strong interpersonal, oral, and written communication and collaboration skills with all levels of management Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines, Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability. Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency. Exemplifies our customer-focused, action-oriented, results-driven culture. Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions. Ability to act with discretion and maintain complete confidentiality. Dedicated to the firm’s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.
Posted 2 weeks ago
2.0 years
0 Lacs
Delhi, India
On-site
Company Website: www.merits.in Job Location: Moti Nagar, New Delhi Key Responsibilities: Leverage your existing client base to generate new sales opportunities and expand business relationships. Develop and implement strategies to achieve sales targets and drive revenue growth. Build and nurture strong, long-term relationships with clients. Understand clients' financial needs and goals to promote suitable products and services. Provide exceptional customer service, ensuring satisfaction throughout the sales process. Collaborate with internal teams to resolve client issues and achieve organizational goals. Stay updated on industry trends, market developments, and competitor activities to identify new growth opportunities. Prepare accurate and timely sales reports and forecasts for management. Develop a thorough understanding of Merits Capital's products and services. Conduct market research and analysis to identify investment opportunities and manage risks. Manage client portfolios by making informed investment decisions, monitoring performance, and rebalancing as necessary. Requirements: Minimum of 2 years of experience in wealth management or a related field. MBA graduates are preferred. Relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g., SEC) are a plus. Proven track record of exceeding sales targets and driving business success. Strong existing client base with established relationships in relevant industries. Excellent communication, negotiation, and interpersonal skills. Self-motivated, results-driven, and able to work both independently and in a team environment. Proficiency in CRM software and MS Office Suite. Benefits: Competitive salary with an attractive commission structure. Opportunities for career advancement and professional growth. Collaborative and dynamic work environment. Join Our Team: At Merits Capital Private Limited, we value talent and hard work. This role offers you the opportunity to leverage your client base, achieve exceptional results, and make a significant impact in the financial services industry. If you are passionate about sales, client relationships, and career growth, we invite you to apply. Merits Capital is an equal opportunity employer, committed to recognizing and rewarding deserving team members. Please submit your resume and cover letter to be considered. Team Merits Capital
Posted 2 weeks ago
2.0 years
0 Lacs
Delhi, India
On-site
Key Responsibilities: Leverage your existing client base to generate new sales opportunities and expand business relationships. Develop and implement strategies to achieve sales targets and drive revenue growth. Build and nurture strong, long-term relationships with clients. Understand clients' financial needs and goals to promote suitable products and services. Provide exceptional customer service, ensuring satisfaction throughout the sales process. Collaborate with internal teams to resolve client issues and achieve organizational goals. Stay updated on industry trends, market developments, and competitor activities to identify new growth opportunities. Prepare accurate and timely sales reports and forecasts for management. Develop a thorough understanding of Merits Capital's products and services. Conduct market research and analysis to identify investment opportunities and manage risks. Manage client portfolios by making informed investment decisions, monitoring performance, and rebalancing as necessary. Requirements: Minimum of 2 years of experience in wealth management or a related field. MBA graduates are preferred. Relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g., SEC) are a plus. Proven track record of exceeding sales targets and driving business success. Strong existing client base with established relationships in relevant industries. Excellent communication, negotiation, and interpersonal skills. Self-motivated, results-driven, and able to work both independently and in a team environment. Proficiency in CRM software and MS Office Suite. Benefits: Competitive salary with an attractive commission structure. Opportunities for career advancement and professional growth. Collaborative and dynamic work environment. Company Website: www.merits.in Job Location: Moti Nagar, New Delhi Join Our Team: At Merits Capital Private Limited, we value talent and hard work. This role offers you the opportunity to leverage your client base, achieve exceptional results, and make a significant impact in the financial services industry. If you are passionate about sales, client relationships, and career growth, we invite you to apply. Merits Capital is an equal opportunity employer, committed to recognizing and rewarding deserving team members. Please submit your resume and cover letter to be considered. Team Merits Capital
Posted 2 weeks ago
10.0 years
0 Lacs
New Delhi, Delhi, India
On-site
Job Overview: We are seeking a qualified Certified Financial Planner with hands-on experience in wealth management. The ideal candidate will be responsible for designing personalized financial roadmaps, managing multi-asset portfolios, and supporting long-term legacy, retirement, tax, and estate planning for UHNW clients. Key Responsibilities: Wealth & Investment Advisory 1. Develop customized financial plans aligned with clients’ life goals, liquidity needs, and risk profiles 2. Provide advice across asset classes including equities, fixed income, AIFs, PMS, real estate, insurance, and private equity 3. Support in asset allocation, portfolio rebalancing, and wealth performance reporting 4. Financial Planning & Cash Flow Management 5. Create and manage comprehensive plans covering retirement planning, education funding, lifestyle budgeting, and liquidity events (business exits, inheritance) 6. Estate & Succession Planning 7. Coordinate with internal legal/tax teams to structure Wills, family trusts, and succession frameworks 8. Advise clients on inter-generational transfer strategies and asset titling Qualifications: 1 Certified Financial Planner (CFP) credential is mandatory 2. 5–10 years of experience in wealth management, private banking, or family office advisory 3. Exposure to working with UHNI clients, founders, or multi-family offices is highly preferred
Posted 2 weeks ago
10.0 years
0 Lacs
Bengaluru, Karnataka, India
On-site
About the team “Mo’ money, Mo’ problems” - well, not really. In fact, “Mo’ money, mo’ calculations” and “Mo’ calculations, Mo’ geniuses”. If you feel a rage coming in whenever someone uses a calculator - we’re looking for your kin. Needless to say, the Finance team makes sure everything money runs smooth and butter. About the role We are looking for an experienced and proactive Treasury Dealer to manage the Money Markets and ALM front office functions in a Small Finance Bank. The role requires efficient liquidity management, execution of money market deals, and supporting ALM objectives in alignment with regulatory requirements and business goals. This position plays a critical role in optimizing the bank’s short-term funding and liquidity profile in a fast-evolving regulatory and market environment. What You will do 1. Money Market Dealing Execute money market transactions including interbank lending/borrowing (call, notice, term), CBLO/Triparty repo, CDs, and short-term investments like T-Bills and CPs. Monitor daily liquidity position and deploy surplus funds efficiently to maximize yields within approved limits. Raise short-term funding based on business needs and ALM projections in line with the SFB’s regulatory and internal constraints. Maintain strong dealing relationships with peer banks, financial institutions, and mutual funds to ensure timely and cost-effective execution. 2. ALM Support and Execution Implement ALM strategies focusing on interest rate risk and liquidity risk mitigation. Manage intraday liquidity to ensure uninterrupted settlement of transactions and availability of funds throughout the operating day. Actively monitor maturity mismatches and assist in rebalancing the structural liquidity profile in accordance with ALCO directives. Maintain oversight on compliance with RBI guidelines for SFBs including CRR, SLR, LCR, and NSFR metrics. Forecast and monitor cash flows on a real-time and end-of-day basis to avoid liquidity mismatches and overdraft costs. Maintain optimal end-of-day liquidity while balancing cost, compliance, and operational requirements. 3. Regulatory and Operational Compliance Ensure all transactions are executed in compliance with RBI and internal dealing guidelines. Participate in periodic treasury and ALM audits, both internal and regulatory. Prepare and validate daily, weekly, and monthly reports related to treasury dealing, liquidity, and interest rate risk. 4. Market Intelligence and Risk Awareness Track monetary policy updates, RBI operations (OMO, VRR/VRRR, auctions), interbank market trends, and systemic liquidity. Provide market commentary and recommendations to senior management and ALCO. Mitigate operational and market risk through prudent dealing practices and robust internal controls. What You will need Graduate/Postgraduate in Commerce, Economics, Finance, or related field. CA / MBA (Finance) / CFA (Level I or higher) preferred. 5–10 years of experience in a treasury front-office role in a banking or financial institution, ideally within a Small Finance Bank or NBFC. Exposure to RBI’s regulatory framework specific to small banks will be an added advantage. In-depth understanding of the Indian money markets, RBI operations, and short-term instruments. Familiarity with liquidity forecasting and ALM frameworks tailored for small banks. Working knowledge of treasury systems, core banking platforms, and market data terminals like Reuters or Bloomberg. Strong communication, analytical, and negotiation skills. Certifications (Preferred) NISM Certifications (e.g., Interest Rate Derivatives, Fixed Income Securities) ACI Dealing Certificate / Treasury Management programs Any RBI-recognized treasury training or certification. Life at slice: Life so good, you’d think we’re kidding: Competitive salaries. Period. An extensive medical insurance that looks out for our employees & their dependants. We’ll love you and take care of you, our promise. Flexible working hours. Just don’t call us at 3AM, we like our sleep schedule. Tailored vacation & leave policies so that you enjoy every important moment in your life. A reward system that celebrates hard work and milestones throughout the year. Expect a gift coming your way anytime you kill it here. Learning and upskilling opportunities. Seriously, not kidding. Good food, games, and a cool office to make you feel like home. An environment so good, you’ll forget the term “colleagues can’t be your friends”. We believe in equality. Period. At slice, we are committed to building a diverse and talented workforce. We never discriminate on the basis of race, sex, religion, colour, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status, medical condition, disability, or any other class or characteristic protected by the applicable law. We consider all qualified job-seekers with criminal histories in a manner consistent with the applicable law. Additionally, we are committed to providing reasonable accommodations to qualified individuals with physical or mental disabilities in order to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Come join our crew! About Us slice, feel easy with money. slice’s purpose is to make the world better at using money and time, with a major focus on providing the best consumer experience. We believe that the best product will always transcend customer demographics, like how great music touches most of us. slice app brings a fast and simple way to make payments and access credit with its cornerstone products: slice account, slice UPI, and slice borrow. At slice, you’ll have the opportunity to make a significant and positive impact on people's lives with your career. Today, we have employees with an average age of 26, sharing the same belief in innovation, self-motivation, and happiness. We tailor our working experience with the belief that the present moment is the only real thing in life. And we have harmony in the present the most when we feel happy and successful together. We are also backed by leading investors such as Tiger Global, Insight Partners, Advent International, Blume Ventures, and Gunosy Capital.
Posted 2 weeks ago
0 years
0 Lacs
Bengaluru
On-site
Function: Fund Services Job Type: Permanent Location: Mumbai/Bangalore Shift: EMEA / Americas Work Mode: Hybrid Position: This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors’ classes, GP class, carry class, Affiliated / Non-affiliated classes. Recording investors commitments and knowledge on accounting of initial/subsequent/late closings. Processing capital activities i.e. subscription, redemption, transfers, switches. Preparing call and distribution notices, wire details and related schedules. Processing and understanding the role of Master-feeder capital transactions Responsible for booking trading and non-trading transactions and finalizing books of accounts. Preparation of monthly/quarterly NAV workbooks and economic allocations, knowledge on PNL rebalancing and European & American waterfall methods Computation of management fees in various periods, preferred returns and carried interest computations Knowledge of various ratios viz. Internal rate of return, Time weighted return, Investment multiple Handling Investor reporting, Fund level reporting and ILPA reporting (optional) Interacting with clients on various accounting/operational issues Knowledge of Operations and accounting of Bank debts, TRS, MBS, CLO instruments Profile Requirement: Preferred CA/CPA/CFA, Masters in Finance & Accounting. 4+yrs experience in Financial Services / Capital Markets Industry with min 2+yrs work experience in Private Equity Accounting & Reporting. Experience in working across country lines and operating in a global, multinational organization, ideally in a matrix structure. Demonstrable accomplishments relating to organizational change activities in a fast-paced environment. Willing to work in global shifts. Excellent verbal and written communication in English & Strong problem-solving skills.
Posted 3 weeks ago
25.0 years
0 Lacs
Bengaluru, Karnataka, India
On-site
Who We Are: OpenBet is a global leader in betting and gaming entertainment, trusted by over 200 partners to create memorable winning moments for millions of players worldwide. From processing bets during iconic events like the FIFA World Cup and Super Bowl to pioneering next-gen products like BetBuilder, we continuously redefine the player experience with high-quality content, cutting-edge technology, and advanced player protection tools. For over 25 years, our unbeatable platform has powered the most recognizable betting brands, ensuring peak performance with 100% uptime, unmatched scale, and speed. With 85 licenses, 20 World Lottery Association operators on our customer roster, and a team of 1,200+ experts across 14 countries, we remain at the heart of the industry. Join OpenBet to take your career to the next level and be part of a global innovative team shaping the future of betting entertainment for millions worldwide. The Team OpenBet is a global leader in betting and gaming entertainment, trusted by over 200 partners to create memorable winning moments for millions of players worldwide. From processing bets during iconic events like the FIFA World Cup and Super Bowl to pioneering next-gen products like BetBuilder, we continuously redefine the player experience with high-quality content, cutting-edge technology, and advanced player protection tools. For over 25 years, our unbeatable platform has powered the most recognizable betting brands, ensuring peak performance with 100% uptime , unmatched scale, and speed. With 85 licenses, 20 World Lottery Association operators on our customer roster, and a team of 1,200+ experts across 14 countries, we remain at the heart of the industry. The Goal OpenBet is looking for a Support Lead to fill in an exciting role focusing on sup‐ porting, debugging and improving the functionality and performance of applications and systems running on high availability production environments. As a Support Lead with us, you’ll have exposure to these systems and more, as you take our products and your career to the next level. What You’ll Be Doing Line managing a medium-size team of Support Engineers in a single geographic location, including performing staff appraisals and regular 1-1s. Involved with recruitment and the interview process. Enforcing Support Processes within their team. Liaison with other Support Leads and Support Management to ensure appropriate attention to Support issues is being given rebalancing resources whenever required. Managing the Support ticket backlogs, during their working hours, based on impact and /or urgency and assigning/escalating tickets accordingly. Review fixes for production issues. Analysis of ticket data to report on trends and/or improvements in handling of tickets and monthly SLA figures. Responsible for identifying and delivering improvements to knowledge base and wiki documentation. Sign off new or updated technical articles. Ensure that their directs have acknowledged and understood the technical articles. Mentor team members in technical issues. Sign off new or updated technical training materials. Ensure that their directs have acknowledged and understood technical training materials. Lead daily team standup meetings reviewing incidents and updates and feedback from management meetings. Prepare and perform Monthly Service Reviews with Customers. Escalation point for any Support Issue. Create rota schedule for the local team which includes working on weekends and bank holidays. The Player What You’ll Bring A bachelor’s degree in a traditional science subject, ideally computer science, engineering or information systems from a well-regarded university. 3+ years of experience in a line management role, with proven record of technical investigation and creating solutions to problems. Strong analytical and problem-solving skills Strong line management skills. Strong time-management and prioritization skills. Strong ability to handle both customers and internal teams both personally (and when applicable technically) at a senior level adeptly and without supervision. Strong ability to handle all incidents, including acting as the main coordinator in a site-down situation. Excellent communication skills, both written and spoken. An ability to learn new technologies quickly, work independently, manage workload and escalate in timely manner You will also have the following skills/experiences: 3+ years of hands-on experience in at least one major language (Java, J2EE, C, C++, Python, PHP, etc.) and SQL queries. Strong fundamental programming skills (data structures, algorithms). Advance knowledge of any Unix/Linux distributions (e.g. Ubuntu, SUSE, etc.) and commands. Strong knowledge of performance monitoring tools (Grafana, Datadog, Squadcast etc.). Strong knowledge of LAMP (Linux, Apache, MySQL, PHP) website design. Strong knowledge of Web technologies (HTML, HTML5 and CSS) and internet protocols (XML, HTTP, TCP/IP). Advance experience using version control systems (GIT, Subversion, CVS, etc.). Strong knowledge of scripting languages such as Perl, Python, JavaScript. Proven interviewing / recruitment skills. Familiarity with Jira ticketing system. What’s the Score? Why OpenBet? The Playground: Join a team of innovators, disruptors, and game-changers who are reshaping the future of betting and gaming. The Mission: Be part of a mission-driven organization that's committed to revolutionizing the way the world plays. The Impact: Make a real impact on the world stage, leaving a lasting legacy that transcends boundaries and inspires generations to come. The Culture: Immerse yourself in a culture of creativity, collaboration, and curiosity, where every idea is welcomed, every voice is heard, and every dream is encouraged. The Future: Join us on the journey to build the future of betting and gaming, one game-changing innovation at a time. What we can offer YOU: Attractive benefits, an open and supportive environment as well as a modern and exciting workplace The opportunity to interact with global teams on a regular basis as you and our business continues to develop & grow Tangible and genuine development - at OpenBet, you can take your career where you want it to go! And if that’s not enough; enjoy flexible working whilst we provide you with the guidance and development skills you need to progress and enhance your career We have a collaborative office environment with our team members in office 3 days per week. At OpenBet, we celebrate diversity and believe in creating an inclusive environment where every voice is valued and respected. We're committed to building a team that reflects the rich tapestry of humanity, embracing individuals from all walks of life, backgrounds, and identities. Join us in shaping the future of iGaming, where diversity isn't just celebrated—it's celebrated. At OpenBet, we celebrate diversity and believe in creating an inclusive environment where every voice is valued and respected. We're committed to building a team that reflects the rich tapestry of humanity, embracing individuals from all walks of life, backgrounds, and identities. Join us in shaping the future of iGaming, where diversity isn't just celebrated—it's celebrated.
Posted 3 weeks ago
5.0 years
0 Lacs
Delhi, India
On-site
About the Client: PSS has been mandated to hire a Wealth Relationship Manager for a financial advisory firm providing investment banking, portfolio advisory, broking, and asset management solutions for corporate & HNI clients. Technical Skills for Business Development Prospect & acquire new client relationships (UHNIs, family offices, corporates) through various channel sources, existing client referrals, cold calling & other client engagement activities. Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc Prepare and interpret information for clients information such as investment performance reports, financial document summaries, income projections, and proactively rebalancing their portfolios to match their required asset allocation. Constantly monitor and review client portfolios based on timely analysis of market dynamics. Ensuring regular availability of Research material and inputs to the client. Service existing clients with the support of the client servicing team. A good part of the job is largely tailored around client requirements - this could be a mix of pitching investment ideas/ advising with the support of research analysts, and CIO for bespoke requests. Ability to advise clients on their investments and manage their overall financial portfolio, and deepening the wallet from existing clients Have successfully built and generated new business across a large set of client base. Has demonstrated on develop deep and strong client relationships and can maintain a high level of retention Research & Product Knowledge Should be on top of current affairs, market developments, and should always keep abreast with market knowledge and market intelligence. Should be proficient with knowledge of capital markets as well as third-party products such as MF, PMS, Insurance, etc. Should coordinate with the research team and wealth products team, and advise client basis, intelligent analysis of facts To read, research, and update themselves on available investment opportunities in the market. Compliance Responsible for ensuring all activities are in adherence as per Compliance framework NISM Certification Work experience: 5 to 18+ years Educational Qualification: Graduate / MBA, CA, CFA
Posted 3 weeks ago
2.0 years
3 - 3 Lacs
India
On-site
Relationship Manager (Mutual Fund) We are seeking a knowledgeable and client-focused mutual fund advisor to join our financial advisory team. The ideal candidate will be responsible for assessing clients’ financial goals and risk tolerance and providing tailored mutual fund investment solutions. The role involves portfolio analysis, recommending mutual fund schemes, and ensuring long-term client satisfaction and portfolio growth. Key Responsibilities: Consult with clients to understand their financial goals, needs, and risk appetite. Recommend appropriate mutual fund schemes and portfolio strategies. Conduct regular portfolio reviews and suggest rebalancing strategies. Stay updated with mutual fund industry trends, regulations, and new fund launches. Develop and maintain strong client relationships through proactive communication. Educate clients on investment options, market conditions, and the benefits of mutual funds. Comply with regulatory guidelines set by SEBI, AMFI, and internal company policies. Prepare reports, documentation, and investment proposals as required. Qualifications & Skills: Bachelor's degree in finance, economics, business administration, or a related field. AMFI Registration (mandatory) and valid ARN. 2–5 years of experience in mutual fund advisory or financial planning. Strong understanding of mutual fund products, NAVs, SIPs, and asset allocation strategies. Excellent communication, interpersonal, and analytical skills. Client-centric approach with integrity and transparency. Proficient in financial software and CRM tools. Preferred Qualifications: Certified Financial Planner (CFP) or NISM-Series V-A certification Job Type: Full-time Pay: ₹25,000.00 - ₹30,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person Speak with the employer +91 8668063955
Posted 3 weeks ago
10.0 years
0 Lacs
Pune, Maharashtra, India
Remote
Entity: Customers & Products Job Family Group: Procurement & Supply Chain Management Group Job Description: Let me tell you about the role ! The Global Planning Systems Excellence Lead is the global Owner to ensure PUs are equipped and capable to follow Global Planning standards and processes through applying and using digital tools’ functionality to optimum effect in meeting service, inventory and cost optimisation targets. Defines and owns best practice standards in Castrol’s end -to-end digital tool (Kinaxis Maestro) for global and PU teams including leading application of established E2E supply chain planning data visibility. Act as the global process SME who exemplifies functional expertise in the use and navigation and assessment of status and scenario options of the Global Planning Digital Tool. Owns Global Planning Digital Tool defect and enhancement evaluation and prioritisation governance within the Global Planning COE (Centre of Excellence) Leads programme to assess and enhance adoption and embedding of Global Planning Digital Tool system functionality Drives capability growth of global and PU teams to improve use and application of demand and supply planning system functionality Leads global planning investigations and analyses during global disruptions and making recommendations to BST teams (Business Support Teams) Global Planning functional lead for the Planning control tower and Solver tool to aid management visibility and decision-making during global supply disruptions Represents Planning in the governance of Global visibility and management disruption Solver tool for defects and prioritisation backlog of enhancements. Ownership of the Global Planning digital roadmap for evolution of planning data warehousing and visualisation as part of the wider supply chain, including control towers, dashboards and workbooks, working in partnership with Global S&OP process owners, and working closely with GSC Digital and I&E partners Establishes and leads enforcement of mandated data requirements and best practice adoption of testing, maintaining, and improving planning-related master data accuracy across ERPs, into Global Planning Digital Tool, global data lake (AWS), Solver and associated systems What you will deliver (responsibilities) ! Articulate key outcomes and accountabilities that this person will deliver to be successful in this role. Ensure you describe the deliverables the results you want the job holder to deliver and not the process you expect them to apply to get to these outcomes Develop gap assessment, maintain, and ensure compliance to documented ways of working across the PUs. Own Global Planning Digital Tool defect and enhancement evaluation and prioritisation governance within the Global Planning Community of Practice working closely with Global S&OP owners, PU Product Owners, and Technical Product Owners and I&E administrators. Establish and lead programme to assess and enhance adoption and embedding of Global Planning Digital Tool system functionality within PU operational and global teams, to optimise Business processes outputs and help to drive improved service, inventory, and cost metrics. This includes working in partnership with the Global S&OP Process leads to apply process best practices within tool functionality, developing and delivering training to practitioners. Drive capability growth of global and PU teams to improve use and application of demand and supply planning system functionality, including through KLC, training of new users, coaching or cross PU learning opportunities. Leading integration of wider Business tools with Global Planning Digital tools, both internal (e.g. SAC, Sales Force, Turfview etc.), and external (e.g. Supplier/Vendor & Customer systems), working with relevant I&E and PU contacts Lead global planning investigations and analyses during global disruptions, including agreeing and running global scenario investigations, to evaluate global impacts and make recommendations to BST teams, working with the Global Planning Analyst, and multiple stakeholders across functions and different global planning systems and data sources. Lead planning aspects using Planning control tower or Solver tool to aid management visibility and decision-making during global supply disruptions, through identifying net global impact and trade-offs of cross-PU alternative sourcing and inventory rebalancing, assessing impact of formulation mitigations and demand control. This requires close working with PU planning leads and practitioners, as well as global functions including Technology, Marketing and I&E Represent Planning in the governance of Global Visibility and Management Disruption for defects and prioritisation backlog of enhancements. Develop and own the Global Planning digital roadmap for evolution of planning data warehousing and visualisation as part of the wider supply chain, including control towers, dashboards and workbooks, working in partnership with Global S&OP process owners, and working closely with GSC Digital and I&E partners Driving the Continuous Improvements of Global Planning systems and work with Global Process Owners, PU planners and I&E colleagues to prioritize, implement and train the countries to adopt best Industry practices. Work with the GSC Digital Lead and S&OP Excellence Manager to develop and deploy supply E2E planning tools and systems strategy for planning data warehousing, visualisation, working closely with GSC Digital and I&E partners to fully integrated with the processes and drive the elimination of ‘off-line' tools Establish and leads enforcement of mandated data requirements and best practice adoption of testing, maintaining, and improving planning-related master data accuracy across ERPs, into Global Planning Digital Tool, global data lake (AWS), Solver and associated systems. What you will need to be successful (experience, job requirements & qualifications) ! These are the crucial requirements of the job description and should focus on quantifiable criteria Consider whether degree and/or professional qualification is required to succeed in the role. If not a direct requirement for the role, academic achievements and professional qualifications should not be listed Education Industry-recognized supply chain certification such as APICS- CPIM (Certified Production and Inventory Management), APICS - CLTD (Certified Logistics Transportation and Distribution) - highly desirable Experience Knowledge and experience of Castrol’s supply chain, product portfolio and digital planning network – highly desirable 10-12 years deep experience and skills in digital planning processes and use of advanced planning systems and tools - must have experience in planning systems Kinaxis Rapid Response, SAP APO, SO99+ and in use of the ERPs - JDE, SAP. Excellent skills and experience in basic IT tools and systems (Excel, PowerPoint, AWS, Power BI, Databases). Strong analytical and system and organizational skills. Good communication and presentation skills both verbal and written. Good ability to interface and work with global and PU planning and functional stakeholders around the world Demonstrated ability to work calmly under pressure to deliver clear, and timely results Skills & Competencies Mastery - Planning Digital Systems and associated certifications (Kinaxis Maestro, SAP APO) and ERPs (JDE / SAP); end to end Supply Chain knowledge (demand, supply, inventory, raw materials, S&OP) Skilful – Data analysis and manipulation; analytical and communication tools (Excel, Power BI, Powerpoint), Mentoring and developing others. Strong - Organisation and project management skills (eg PMI - PMP (Project Management Professional) / CSM (Certified Scrum Master)) Travel Requirement Negligible travel should be expected with this role Relocation Assistance: This role is eligible for relocation within country Remote Type: This position is not available for remote working Skills: Agility core practices, Analytical Thinking, Commercial Acumen, Communication, Cost Management, Creativity and Innovation, Decision Making, Digital fluency, Inventory Management, Negotiation planning and preparation, Resilience, Risk Management, Sourcing strategy, Supplier Performance Management, Supply Chain Development, Supply chain management, Sustainability awareness and action Legal Disclaimer: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp’s recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us. If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.
Posted 3 weeks ago
3.0 years
2 - 10 Lacs
Hyderābād
On-site
DESCRIPTION Are you interested in taking a front-seat in the innovative technology that powers Amazon’s award-winning Customer Service? If so, come join us! We are part of the Worldwide Customer Service Capacity Planning (WWCP) organization that enables end-to-end customer service workforce planning across Amazon. WWCP’s North Star vision is to define and deliver timely human-assisted support to Amazon customers under contact demand and Labor supply volatility and optimizing the Customer Service (CS) network for customer experience, associate experience, and cost. To turn this vision into reality, we are investing heavily on a digital transformative journey developing a product called "Vibe," that will make capacity planning hands-off-the-wheel experience leveraging scientific methodologies and optimization techniques. Our ultimate objective is to establish a comprehensive, fully automated system capable of generating optimal plans on a massive scale. It will adapt seamlessly to fluctuations in supply and demand while maintaining our service-level (SL) goals. In addition to planning, Vibe will continuously monitor and manage real-time network performance, swiftly identifying emerging supply-demand gaps and ensuring the efficient utilization of flexible capacity through real-time network rebalancing Why would you want to join our team? If you are passionate about solving hard technical problems in the Optimization of Capacity Planning via Machine Learning and want your work to make an immediate impact in the real world, this is the place for you. We solve problems on par with leading academic research for the benefit of customers who celebrate our feature launches on social media, constantly demand new features, and - through adoption - force us to invent new ways to scale our systems. If going deep to optimize for scale, latency, and resource usage excites you as much as working backwards from the customer to develop features that not only work, but delight, then join us in making our product the most successful Worldwide capacity planning platform on the planet! What does it take to succeed in this role? In addition to meeting the technical qualifications, you need to be creative, responsible, and able to dig deep into emerging technologies. Willing to read research papers, but also move quickly to turn ideas into code that solves customer problems. A natural-problem solver, who is able to think about business problems, operational issues, and software architecture in the course of a single conversation. Curious about our customers' needs and dedicated to turning developers into raving fans. Excited to learn from others while bringing your own novel capabilities and perspectives. Someone who makes the team both productive and fun to work in. About the team WWCP is the world leader in providing cost-optimal solutions that enable customers to get human support, while raising the bar on associate experience. WWCP is responsible for: 1) Planning customer support staffing. 2) Preserving customer experience when they contact customer service. 3) Ensuring best costs for providing customer support. WWCP crafts a comprehensive workforce management plan by strategically analyzing historical data and anticipating potential business events to accurately predicts the number of required associates for the specified period. BASIC QUALIFICATIONS Bachelors degree in Computer Science with 3+ years of experience in software development, systems development or DevOps. Programming experience with at least one modern language such as Java, C++, C#, Python, Golang, PowerShell, Ruby · Demonstrated knowledge with the Linux Operating System and its command line tools Strong debugging/troubleshooting skills · Ability to demonstrate high degree of responsiveness to drive customer impacting issues to resolution. Excellent documentation and communication skills. PREFERRED QUALIFICATIONS Knowledge of full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and operations · Experience with DevOps tools, processes, and culture · Experience using AWS services Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner. Job details IND, TS, Hyderabad Customer Service Technology Software Development
Posted 3 weeks ago
1.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
JOB DESCRIPTION—WEALTH MANAGER Location—Mumbai, Bangalore, Noida, Kolkata ❖ Designation: Wealth Manager ❖ Training Bond: 1 Year ❖ Experience: 0-2 years Roles and Responsibilities: ❖ Design goal-based investment strategy plans ❖ Execute financial planning for clients ❖ Review, research, and recommend financial products ❖ Assist in fund analysis ❖ Develop content and presentations (PPT) for online webinars ❖ Proactive with strong analytical skills ❖ Excellent communication skills are required ❖ Implement client financial plans and rebalancing strategies ❖ Regularly email clients and curate content for emails ❖ Contact leads, and nurture them through calls Candidate Profile: ❖ Graduate in any discipline although a Commerce background is preferred ❖ Good English communication skills; and knowledge of any other language will be an added advantage ❖ Preferably 0-2 years of experience. ❖ Seeking individuals motivated to learn and develop into financial planners or sales managers ❖ Certification in the finance domain would be advantageous ❖ This role involves sales; no backend responsibilities ❖ Successful candidates will sign a one-year bond with the organization What We Will Offer: ❖ Excellent and conducive work environment ❖ A platform for learning, growth, and well-defined career progression ❖ Salary will be commensurate with the candidate's potential and experience
Posted 3 weeks ago
9.0 - 12.0 years
0 Lacs
Chennai
On-site
Project description We are looking for a highly experienced Triple A Plus (TAP) Core Expert to join our Wealth team. The ideal candidate will have 9–12 years of experience implementing, configuring, and supporting Temenos WealthSuite Front Office (Triple A Plus) solutions. This role requires deep functional and technical expertise across portfolio management, client advisory workflows, discretionary/mandate services, and integration with core banking or digital channels. Responsibilities Act as a subject matter expert for Temenos Triple A Plus (TAP) solution within wealth management transformation programs. Lead the design, configuration, and implementation of portfolio management and advisory services using TAP. Customize and optimize TAP components such as Portfolio Modelling, Performance Analytics, Risk Profiling, Order Management, and Client Book. Work closely with Relationship Managers, Product Owners, and Business Analysts to gather requirements and translate them into TAP configurations or customizations. Develop and maintain business rules, screens, workflows, and scripts within the TAP Studio environment. Integrate TAP with core banking systems (e.g., T24/Transact), CRM, reporting engines, and digital front ends using APIs or messaging frameworks. Support system upgrades, patching, and UAT activities, ensuring minimal business disruption. Troubleshoot and resolve functional and technical issues in TAP, ensuring high availability and performance. Provide training and documentation for business and IT teams. Stay abreast of Temenos roadmap developments in WealthSuite and suggest improvements or innovations. Skills Must have 9–12 years of experience working with Temenos Triple A Plus (TAP) in wealth or private banking environments. Strong functional understanding of wealth management, investment products, client risk profiling, mandates, discretionary services, and portfolio lifecycle. Technical proficiency in TAP Studio, business rule engines, UI configuration, and script development. Experience with TAP modules like Model Portfolio Management, Rebalancing, Compliance Checks, Simulation, Order Workflow, etc. Knowledge of TAP integration models, including OFS, Web Services, REST APIs, or message queues. Familiarity with TAP data model, versioning, and environment management. Exposure to TAP-T24 integration and understanding of underlying data synchronization. Experience supporting production systems, debugging issues, and engaging with Temenos support teams. Strong documentation, communication, and stakeholder engagement skills. Nice to have Temenos certification in Triple A Plus / WealthSuite Front Office. Experience with Temenos WealthSuite deployments on Temenos Infinity or cloud-native environments. Background in private banking or HNW client segments is a plus. Understanding of regulatory reporting, ESG investing, or MiFID II compliance within wealth platforms. Other Languages English: C1 Advanced Seniority Senior Chennai, India Req. VR-115762 Temenos BCM Industry 09/07/2025 Req. VR-115762
Posted 3 weeks ago
2.0 years
0 Lacs
New Delhi, Delhi, India
On-site
About Us: Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achieving sales targets and building meaningful connections, this opportunity is for you. Key Responsibilities: Leverage your existing client base to generate new sales opportunities and expand business relationships. Develop and implement strategies to achieve sales targets and drive revenue growth. Build and nurture strong, long-term relationships with clients. Understand clients' financial needs and goals to promote suitable products and services. Provide exceptional customer service, ensuring satisfaction throughout the sales process. Collaborate with internal teams to resolve client issues and achieve organizational goals. Stay updated on industry trends, market developments, and competitor activities to identify new growth opportunities. Prepare accurate and timely sales reports and forecasts for management. Develop a thorough understanding of Merits Capital's products and services. Conduct market research and analysis to identify investment opportunities and manage risks. Manage client portfolios by making informed investment decisions, monitoring performance, and rebalancing as necessary. Requirements: Minimum of 2 years of experience in wealth management or a related field. MBA graduates are preferred. Relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g., SEC) are a plus. Proven track record of exceeding sales targets and driving business success. Strong existing client base with established relationships in relevant industries. Excellent communication, negotiation, and interpersonal skills. Self-motivated, results-driven, and able to work both independently and in a team environment. Proficiency in CRM software and MS Office Suite. Benefits: Competitive salary with an attractive commission structure. Opportunities for career advancement and professional growth. Collaborative and dynamic work environment. Company Website: www.merits.in Job Location: Moti Nagar, New Delhi Join Our Team: At Merits Capital Private Limited, we value talent and hard work. This role offers you the opportunity to leverage your client base, achieve exceptional results, and make a significant impact in the financial services industry. If you are passionate about sales, client relationships, and career growth, we invite you to apply. Merits Capital is an equal opportunity employer, committed to recognizing and rewarding deserving team members. Please submit your resume and cover letter to be considered. Team Merits Capital
Posted 3 weeks ago
2.0 years
0 Lacs
Thiruvananthapuram
On-site
Job Title: Wealth Management Associate / Advisor Location: Trivandrum, Kerala Experience: 2 to 5 Years Employment Type: Full-Time, Onsite Job Summary: We are seeking a motivated and client-focused Wealth Management Associate / Advisor to join our financial advisory team in Trivandrum . The ideal candidate will have 2–5 years of experience in wealth management, investment advisory, or financial planning, with a strong understanding of financial markets, portfolio strategies, and client relationship management. Key Responsibilities: Assist clients in managing and growing their investment portfolios based on their financial goals and risk appetite. Provide personalized wealth management solutions including mutual funds, insurance, bonds, equities, and other financial products. Conduct periodic portfolio reviews and recommend rebalancing strategies. Stay up-to-date with market trends, investment products, and regulatory guidelines. Collaborate with internal teams for client onboarding, documentation, and compliance checks. Build and maintain long-term relationships with clients by offering consistent support and guidance. Achieve assigned business targets and contribute to the company’s financial advisory goals. Organize and participate in client meetings, webinars, and financial literacy sessions. Key Skills & Qualifications: 2–5 years of experience in wealth management, financial planning, or investment advisory. Certification in NISM (Investment Adviser / Mutual Fund Distributor) is highly desirable. Knowledge of investment products, taxation, insurance, and risk assessment tools. Strong interpersonal, communication, and relationship-building skills. Proficiency in CRM tools, MS Office, and financial planning software. High integrity, ethical standards, and client-centric mindset. Nice to Have: Certification in CFP, CFA (Level 1), or other financial planning credentials. Exposure to HNI/UHNI client management. Experience with digital wealth platforms and tools. Ready to shape the financial future of clients? Apply now! Send your CV to: fawas.m@ixiligence.com Job Type: Full-time Work Location: In person Speak with the employer +91 7736691629
Posted 3 weeks ago
3.0 years
2 - 10 Lacs
Hyderābād
On-site
- Bachelors degree in Computer Science with 3+ years of experience in software development, systems development or DevOps. - Programming experience with at least one modern language such as Java, C++, C#, Python, Golang, PowerShell, Ruby · - Demonstrated knowledge with the Linux Operating System and its command line tools - Strong debugging/troubleshooting skills · Ability to demonstrate high degree of responsiveness to drive customer impacting issues to resolution. - Excellent documentation and communication skills. Are you interested in taking a front-seat in the innovative technology that powers Amazon’s award-winning Customer Service? If so, come join us! We are part of the Worldwide Customer Service Capacity Planning (WWCP) organization that enables end-to-end customer service workforce planning across Amazon. WWCP’s North Star vision is to define and deliver timely human-assisted support to Amazon customers under contact demand and Labor supply volatility and optimizing the Customer Service (CS) network for customer experience, associate experience, and cost. To turn this vision into reality, we are investing heavily on a digital transformative journey developing a product called "Vibe," that will make capacity planning hands-off-the-wheel experience leveraging scientific methodologies and optimization techniques. Our ultimate objective is to establish a comprehensive, fully automated system capable of generating optimal plans on a massive scale. It will adapt seamlessly to fluctuations in supply and demand while maintaining our service-level (SL) goals. In addition to planning, Vibe will continuously monitor and manage real-time network performance, swiftly identifying emerging supply-demand gaps and ensuring the efficient utilization of flexible capacity through real-time network rebalancing Why would you want to join our team? If you are passionate about solving hard technical problems in the Optimization of Capacity Planning via Machine Learning and want your work to make an immediate impact in the real world, this is the place for you. We solve problems on par with leading academic research for the benefit of customers who celebrate our feature launches on social media, constantly demand new features, and - through adoption - force us to invent new ways to scale our systems. If going deep to optimize for scale, latency, and resource usage excites you as much as working backwards from the customer to develop features that not only work, but delight, then join us in making our product the most successful Worldwide capacity planning platform on the planet! What does it take to succeed in this role? In addition to meeting the technical qualifications, you need to be creative, responsible, and able to dig deep into emerging technologies. Willing to read research papers, but also move quickly to turn ideas into code that solves customer problems. A natural-problem solver, who is able to think about business problems, operational issues, and software architecture in the course of a single conversation. Curious about our customers' needs and dedicated to turning developers into raving fans. Excited to learn from others while bringing your own novel capabilities and perspectives. Someone who makes the team both productive and fun to work in. About the team WWCP is the world leader in providing cost-optimal solutions that enable customers to get human support, while raising the bar on associate experience. WWCP is responsible for: 1) Planning customer support staffing. 2) Preserving customer experience when they contact customer service. 3) Ensuring best costs for providing customer support. WWCP crafts a comprehensive workforce management plan by strategically analyzing historical data and anticipating potential business events to accurately predicts the number of required associates for the specified period. Knowledge of full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and operations · Experience with DevOps tools, processes, and culture · Experience using AWS services Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner.
Posted 3 weeks ago
125.0 years
0 Lacs
Mumbai, Maharashtra, India
Remote
Job Title: Manager/DGM - Supply Chain Excellence Job Type: Permanent, Full-time Function: PSO Business: Godrej Consumer Products Limited Location: Mumbai, Maharashtra, India About Godrej Industries Group (GIG) At the Godrej Industries Group, we are privileged to serve over 1.1 billion consumers globally through our businesses with market leadership positions in the consumer products, real estate, agriculture, financial services and chemicals industries. https://www.godrejindustries.com/ About Godrej Consumer Products Limited (GCPL) Godrej Consumer Products is a leading emerging markets company. As part of the over 125-year young Godrej Group, we are fortunate to have a proud legacy built on the strong values of trust, integrity and respect for others. At the same time, we are growing fast and have exciting, ambitious aspirations https://www.godrejcp.com/ About The Role As SC Excellence Manager, you will lead the transformation of GCPL’s supply chain planning ecosystem across Production Planning, Supply Planning, Distribution Planning and Procurement Planning. This involves driving automation, digitization, and standardization of planning processes. The role is instrumental in realizing GCPL’s ambition of building a digitally intelligent, responsive, and sustainable supply chain. Key Responsibilities Transformation Leadership & Strategy Define the transformation vision and roadmap for the planning function aligned with business growth and efficiency goals. Translate strategic goals into executable project charters with clear milestones, scope, and business benefits. Act as a key advisor to CXOs and BU heads on supply chain modernization and digital maturity. Planning Process Automation & System Implementation Production Planning Lead rollout of automated capacity planning models aligned with factory realities and line-level constraints. Enable production scenario simulation and visual factory planning using digital twins and advanced algorithms. Introduce simulation capabilities for evaluating what-if production scenarios. Supply Planning Automate master supply planning processes including netting logic, inventory rebalancing, and capacity levelling. Deploy multi-echelon inventory optimization and safety stock algorithms. Enable dynamic supply-demand reconciliation through integrated S&OP or IBP platforms. Distribution Planning Standardize and automate DRP logic using tools like o9. Improve responsiveness through integrated planning with sales and logistics. Optimize deployment logic based on transportation lead times, route efficiency, and shelf life. Procurement Planning Drive automation of PR/PO generation and MRP outputs for both direct and indirect categories. Integrate supplier collaboration tools for proactive planning, risk visibility, and lead-time management. Build supplier scheduling capabilities using collaborative forecasting and VMI principles. Deploy tools for risk-adjusted procurement planning incorporating MOQ, LT, and buffer strategies. Integrated Planning Enablement Act Lead internal and external stakeholders in implementing an integrated planning tool across planning functions. Responsible for design, development, and implementation of system/process solutions for integrated planning. Ensure accurate master and transactional data inputs to enable optimal tool performance. Build SOPs for current and future-state supply chain processes and strategies. Act as the supply chain interface to the Business Transformation team, driving alignment and project execution. Develop and maintain reports, dashboards, and tools to track performance and provide insights at all organizational levels. Technology Enablement & Data Governance Act as business lead for implementation of planning systems such as o9, SAP IBP, Kinaxis, or Blue Yonder. Collaborate with IT to define data architecture, master data standards, and API-based integration with ERPs (SAP, Oracle). Ensure high data quality and governance frameworks are established and adhered to. Define and implement master data governance, ensuring accuracy across BOMs, planning parameters, and supplier data. Stakeholder & Change Management Create buy-in from diverse stakeholders across India and international markets through structured communication and change plans. Build functional capability among planners through training, playbooks, and digital upskilling programs. Program Management Lead cross-functional transformation projects using structured methodologies (Agile/Waterfall). Track project health, budgets, resource allocation, and post-implementation KPIs. Coordinate UATs, solution walkthroughs, and end-user training sessions. Change Management & Capability Building Identify change champions and super-users across business units. Design structured training programs, SOPs, and knowledge documentation for new systems/processes. Drive cultural shift towards data-driven and exception-based planning. Governance, Measurement, and Continuous Improvement Establish planning performance dashboards and governance cadence with stakeholders. Define KPIs and governance structures to ensure sustained performance (e.g., OTIF, inventory days, forecast adherence). Establish and scale agile ways of working to iterate improvements post go-live. Educational Qualification B.E./B.Tech – preferably in Mechanical, Industrial, or Production Engineering MBA/PGDM from reputed institute with specialization in Operations/Supply Chain Minimum 12–18 years of experience, with at least 5 years in leading transformation or digital planning roles APICS (CPIM/CSCP), PMP, or Six Sigma Green/Black Belt preferred Experience Minimum 4–6 years of supply chain experience with strong exposure to systems implementation, process excellence, and analytics OR 3–5 years of consulting experience in supply chain management, preferably with large enterprise clients Skills Industry/Consulting Experience: 4–6 years of supply chain experience with strong exposure to systems implementation, process excellence, and analytics 3–5 years of consulting experience in supply chain management, preferably with large enterprise clients Platform Expertise: Deep experience with platforms like o9, Kinaxis, Anaplan, SAP IBP, Blue Yonder Analytical & Technical Skills: Strong problem-solving and modeling skills, with business acumen to draw insights from large datasets Proficient in analytics and BI tools: Excel, Power BI, Tableau, SAP BO Communication & Influence: Strong verbal and written communication skills Ability to influence and collaborate across levels and geographies Domain Advantage: Prior experience in FMCG, Retail, or similar CPG industry preferred What’s in it for you? Be an equal parent Childcare benefits for the birthing parent, commissioning parent (in case of surrogacy) or adoptive parent, and their partners 6 months of paid leave for primary caregivers, flexible work options on return for primary caregivers 2 months paid leave for secondary caregivers Caregiver travel for primary caregivers to bring a caregiver and children under a year old, on work travel C overage for childbirth and fertility treatment No place for discrimination at Godrej Gender-neutral anti-harassment policy Same sex partner benefits at par with married spouses Coverage for gender reassignment surgery and hormone replacement therapy Community partnerships and advocacy Persons with Disability (PwD) care We Are Selfish About Your Wellness Comprehensive health insurance plans, as well as accident coverage for you and your family, with top-up options Elder care for those who might need to extend support to senior family members Preventative healthcare support Outpatient Department (OPD) coverage, including vaccinations, dental, vision, etc. Uncapped sick leave Flexible work options, including remote working and part-time work Mental wellness and self-care programmes, resources and counselling Celebrating wins, the Godrej Way Structured recognition platforms for individual, team and business-level achievements Digital and offline instant recognition platforms An inclusive Godrej Before you go, there is something important we want to highlight. There is no place for discrimination at Godrej. Diversity is the philosophy of who we are as a company. And has been for over a century. It’s not just in our DNA and nice to do. Being more diverse - especially having our team members reflect the diversity of our businesses and communities - helps us innovate better and grow faster. We hope this resonates with you. We take pride in being an equal opportunities employer. We recognise merit and encourage diversity. We do not tolerate any form of discrimination on the basis of nationality, race, colour, religion, caste, gender identity or expression, sexual orientation, disability, age, or marital status and ensure equal opportunities for all our team members. If this sounds like a role for you, apply now! We look forward to meeting you.
Posted 3 weeks ago
0.0 - 5.0 years
0 Lacs
Thiruvananthapuram, Kerala
On-site
Job Title: Wealth Management Associate / Advisor Location: Trivandrum, Kerala Experience: 2 to 5 Years Employment Type: Full-Time, Onsite Job Summary: We are seeking a motivated and client-focused Wealth Management Associate / Advisor to join our financial advisory team in Trivandrum . The ideal candidate will have 2–5 years of experience in wealth management, investment advisory, or financial planning, with a strong understanding of financial markets, portfolio strategies, and client relationship management. Key Responsibilities: Assist clients in managing and growing their investment portfolios based on their financial goals and risk appetite. Provide personalized wealth management solutions including mutual funds, insurance, bonds, equities, and other financial products. Conduct periodic portfolio reviews and recommend rebalancing strategies. Stay up-to-date with market trends, investment products, and regulatory guidelines. Collaborate with internal teams for client onboarding, documentation, and compliance checks. Build and maintain long-term relationships with clients by offering consistent support and guidance. Achieve assigned business targets and contribute to the company’s financial advisory goals. Organize and participate in client meetings, webinars, and financial literacy sessions. Key Skills & Qualifications: 2–5 years of experience in wealth management, financial planning, or investment advisory. Certification in NISM (Investment Adviser / Mutual Fund Distributor) is highly desirable. Knowledge of investment products, taxation, insurance, and risk assessment tools. Strong interpersonal, communication, and relationship-building skills. Proficiency in CRM tools, MS Office, and financial planning software. High integrity, ethical standards, and client-centric mindset. Nice to Have: Certification in CFP, CFA (Level 1), or other financial planning credentials. Exposure to HNI/UHNI client management. Experience with digital wealth platforms and tools. Ready to shape the financial future of clients? Apply now! Send your CV to: fawas.m@ixiligence.com Job Type: Full-time Work Location: In person Speak with the employer +91 7736691629
Posted 3 weeks ago
2.0 years
0 Lacs
Delhi, India
On-site
Company Website: www.merits.in Job Location: Moti Nagar, New Delhi Key Responsibilities: Leverage your existing client base to generate new sales opportunities and expand business relationships. Develop and implement strategies to achieve sales targets and drive revenue growth. Build and nurture strong, long-term relationships with clients. Understand clients' financial needs and goals to promote suitable products and services. Provide exceptional customer service, ensuring satisfaction throughout the sales process. Collaborate with internal teams to resolve client issues and achieve organizational goals. Stay updated on industry trends, market developments, and competitor activities to identify new growth opportunities. Prepare accurate and timely sales reports and forecasts for management. Develop a thorough understanding of Merits Capital's products and services. Conduct market research and analysis to identify investment opportunities and manage risks. Manage client portfolios by making informed investment decisions, monitoring performance, and rebalancing as necessary. Requirements: Minimum of 2 years of experience in wealth management or a related field. MBA graduates are preferred. Relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g., SEC) are a plus. Proven track record of exceeding sales targets and driving business success. Strong existing client base with established relationships in relevant industries. Excellent communication, negotiation, and interpersonal skills. Self-motivated, results-driven, and able to work both independently and in a team environment. Proficiency in CRM software and MS Office Suite. Benefits: Competitive salary with an attractive commission structure. Opportunities for career advancement and professional growth. Collaborative and dynamic work environment. Join Our Team: At Merits Capital Private Limited, we value talent and hard work. This role offers you the opportunity to leverage your client base, achieve exceptional results, and make a significant impact in the financial services industry. If you are passionate about sales, client relationships, and career growth, we invite you to apply. Merits Capital is an equal opportunity employer, committed to recognizing and rewarding deserving team members. Please submit your resume and cover letter to be considered. Team Merits Capital
Posted 3 weeks ago
3.0 years
0 Lacs
Hyderabad, Telangana, India
On-site
Description Are you interested in taking a front-seat in the innovative technology that powers Amazon’s award-winning Customer Service? If so, come join us! We are part of the Worldwide Customer Service Capacity Planning (WWCP) organization that enables end-to-end customer service workforce planning across Amazon. WWCP’s North Star vision is to define and deliver timely human-assisted support to Amazon customers under contact demand and Labor supply volatility and optimizing the Customer Service (CS) network for customer experience, associate experience, and cost. To turn this vision into reality, we are investing heavily on a digital transformative journey developing a product called "Vibe," that will make capacity planning hands-off-the-wheel experience leveraging scientific methodologies and optimization techniques. Our ultimate objective is to establish a comprehensive, fully automated system capable of generating optimal plans on a massive scale. It will adapt seamlessly to fluctuations in supply and demand while maintaining our service-level (SL) goals. In addition to planning, Vibe will continuously monitor and manage real-time network performance, swiftly identifying emerging supply-demand gaps and ensuring the efficient utilization of flexible capacity through real-time network rebalancing Why would you want to join our team? If you are passionate about solving hard technical problems in the Optimization of Capacity Planning via Machine Learning and want your work to make an immediate impact in the real world, this is the place for you. We solve problems on par with leading academic research for the benefit of customers who celebrate our feature launches on social media, constantly demand new features, and - through adoption - force us to invent new ways to scale our systems. If going deep to optimize for scale, latency, and resource usage excites you as much as working backwards from the customer to develop features that not only work, but delight, then join us in making our product the most successful Worldwide capacity planning platform on the planet! What does it take to succeed in this role? In addition to meeting the technical qualifications, you need to be creative, responsible, and able to dig deep into emerging technologies. Willing to read research papers, but also move quickly to turn ideas into code that solves customer problems. A natural-problem solver, who is able to think about business problems, operational issues, and software architecture in the course of a single conversation. Curious about our customers' needs and dedicated to turning developers into raving fans. Excited to learn from others while bringing your own novel capabilities and perspectives. Someone who makes the team both productive and fun to work in. About The Team WWCP is the world leader in providing cost-optimal solutions that enable customers to get human support, while raising the bar on associate experience. WWCP is responsible for: Planning customer support staffing. Preserving customer experience when they contact customer service. Ensuring best costs for providing customer support. WWCP crafts a comprehensive workforce management plan by strategically analyzing historical data and anticipating potential business events to accurately predicts the number of required associates for the specified period. Basic Qualifications Bachelors degree in Computer Science with 3+ years of experience in software development, systems development or DevOps. Programming experience with at least one modern language such as Java, C++, C#, Python, Golang, PowerShell, Ruby Demonstrated knowledge with the Linux Operating System and its command line tools Strong debugging/troubleshooting skills Ability to demonstrate high degree of responsiveness to drive customer impacting issues to resolution. Excellent documentation and communication skills. Preferred Qualifications Knowledge of full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and operations Experience with DevOps tools, processes, and culture Experience using AWS services Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner. Company - ADCI HYD 13 SEZ Job ID: A3026440
Posted 3 weeks ago
10.0 years
0 Lacs
New Delhi, Delhi, India
On-site
Job Overview: As we expand our vision, we’re building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight. We are seeking a qualified Certified Financial Planner with hands-on experience in wealth management. The ideal candidate will be responsible for designing personalized financial roadmaps, managing multi-asset portfolios, and supporting long-term legacy, retirement, tax, and estate planning for UHNW clients. Key Responsibilities: Wealth & Investment Advisory 1. Develop customized financial plans aligned with clients’ life goals, liquidity needs, and risk profiles 2. Provide advice across asset classes including equities, fixed income, AIFs, PMS, real estate, insurance, and private equity 3. Support in asset allocation, portfolio rebalancing, and wealth performance reporting Financial Planning & Cash Flow Management Create and manage comprehensive plans covering retirement planning, education funding, lifestyle budgeting, and liquidity events (business exits, inheritance) Estate & Succession Planning 1. Coordinate with internal legal/tax teams to structure Wills, family trusts, and succession frameworks 2. Advise clients on inter-generational transfer strategies and asset titling Family Governance & Advisory 1. Support clients in building family charters, investment committees, and governance protocols 2. Facilitate family meetings, strategy workshops, and philanthropic planning Client Management & Reporting 1. Track and report portfolio performance, financial goal alignment, and compliance requirements 2. Interface with investment managers, tax advisors, and legal professionals as needed Qualifications : 1 Certified Financial Planner (CFP) credential is mandatory 2. 5–10 years of experience in wealth management, private banking, or family office advisory 3. Exposure to working with UHNI clients, founders, or multi-family offices is highly preferred
Posted 3 weeks ago
8.0 years
0 Lacs
Bengaluru, Karnataka, India
On-site
We are looking for an Assistant Manager-Retail Leasing for our client which is a leading organisation into commercial real estate. Job Description Summary Primary Job responsibilities : Responsible for developing and executing leasing strategies to attract high-quality retail brands, optimize the tenant mix, and drive commercial success of the mall. This role plays a key part in positioning the mall as a leading retail destination by securing the right brands and ensuring long-term, value-driven leasing partnerships. Develop and implement effective leasing strategies to attract leading local, national, and international retail brands that align with the mall’s target customer profile and positioning. • Identify and secure anchor tenants and premium brands to enhance the mall’s appeal and commercial performance. • Build and maintain a pipeline of potential tenants and manage the full leasing cycle—from initial contact and negotiation to final lease execution. • Ensure an optimal tenant mix that maximizes footfall, increases dwell time, and enhances customer experience. • Strategically reposition underperforming areas of the mall through re-leasing, category rebalancing, or tenant upgrades. • Conduct thorough market research and competitive benchmarking to stay informed of trends, rental rates, and new retail concepts. • Collaborate with the marketing and design teams to present compelling leasing proposals and support tenants with store launches. • Prepare and manage leasing budgets, forecasts, and reports on occupancy, rental income, and pipeline activity. • Maintain strong relationships with retail groups, brand representatives, real estate consultants, and brokers. Ensure all leasing documentation complies with company policies and legal requirements. • Identify and secure tenants for Tech Park Amenity zone to enhance the campus appeal and commercial performance Pre-requisites • Bachelor’s degree in business, Real Estate, Marketing, or related field; MBA preferred. • 4–8 years of experience in retail leasing, preferably within shopping malls or mixed-use developments. • Proven track record of leasing to strong, recognizable retail brands across fashion, F&B, entertainment, and lifestyle categories. • Strategic mindset with an understanding of mall zoning, tenant mix planning, and brand positioning. • Strong negotiation and communication skills, with a focus on closing win-win deals. • Proficiency in lease management systems, MS Office Suite, and CRM tools
Posted 3 weeks ago
50.0 years
0 Lacs
Mumbai Metropolitan Region
On-site
Your Team Responsibilities The MSCI Index Management Research (IMR) Team is a global client-centric research group that is responsible for the ongoing maintenance and enhancement of MSCI Equity Index methodologies. This responsibility spans all MSCI ESG & Climate, Factor, Thematic and Cap-weighted Indexes primarily focused on equities. The team is present in multiple locations across key regions. The IMR group performs index policy research, index methodology consultations, as well as market research in the context of MSCI’s market classification review. The group is also responsible for the rebalancing of indices. The group works closely with other groups within research and across the firm (data, technology, product, coverage) to implement the IMR agenda and benefits from the substantial resources and expertise across the global MSCI organization. Your Key Responsibilities Competitive fixed and variable compensation, holiday/vacation allowance and retirement savings plans/pensions A wide range of benefits including – healthcare, dental plans, risk insurances and (location dependent) – cycle-to-work schemes, gym benefits, retail discounts A hybrid work environment, for the vast majority of employees, offering a more progressive way of working to give you the flexibility, accountability, and responsibility to empower you to perform at your very best. At the center of this way of working is a culture which is built on a strong foundation of trust. We trust our people and they trust our organization’s leaders to support them. An inclusive and performance driven culture where you are empowered to maximize your potential in an environment where all individuals are respected and encouraged to bring their authentic selves to work A purposeful approach to Wellbeing to provide you with all the resources you need to be your best at work and in your personal life. Our Here For You Employee Assistance Program provides confidential emotional support with local experts, financial and legal advice in a wide range of issues as well as access to online information, resources and tools. All the services are available for our employees free of charge. Your Skills And Experience That Will Help You Excel As a Quantiative Researcher in Index Management Research you will play a key role in the ongoing development and enhancement of ESG and Climate index methodologies and investment solutions across asset classes. You will work in a team that responds to a client base in your location related to ESG and Climate index methodology topics. This will include significant time interacting directly with clients ideally both in person and/or virtually. You will be responsible for all aspects of rebalancing the indices you own and in ensuring the accuracy of data we send to clients. The Quantitative Researcher of Index Management Research will also be involved in general Index Management Research responsibilities such as index policy research and assistance in enhancing products. You Will Be Expected To Respond to client-based index methodological and research-based queries in the region. Build expertise on a wide range of index methodology topics across our entire suite of index offering, with an Sustainability / Climate focus. This will include helping to ensure that our Sustainability and Climate index methodologies appropriately incorporate the latest investment trends and regulatory developments, that the construct is robust and comprehensive, and that methodologies are dictated by a framework centered on market portfolio management practices and index replication. Own a set of Sustainability / Climate indexes and be responsible for the entire index lifecycle including rebalances and full detailed methodology expertise. Assist in consultation construction and support client interaction and engagement. About MSCI What we offer you Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum. At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry. MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. To all recruitment agencies MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes. Note on recruitment scams We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com
Posted 3 weeks ago
2.0 years
0 Lacs
Delhi, India
On-site
About Us: Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achieving sales targets and building meaningful connections, this opportunity is for you. Key Responsibilities: Leverage your existing client base to generate new sales opportunities and expand business relationships. Develop and implement strategies to achieve sales targets and drive revenue growth. Build and nurture strong, long-term relationships with clients. Understand clients' financial needs and goals to promote suitable products and services. Provide exceptional customer service, ensuring satisfaction throughout the sales process. Collaborate with internal teams to resolve client issues and achieve organizational goals. Stay updated on industry trends, market developments, and competitor activities to identify new growth opportunities. Prepare accurate and timely sales reports and forecasts for management. Develop a thorough understanding of Merits Capital's products and services. Conduct market research and analysis to identify investment opportunities and manage risks. Manage client portfolios by making informed investment decisions, monitoring performance, and rebalancing as necessary. Requirements: Minimum of 2 years of experience in wealth management or a related field. MBA graduates are preferred. Relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g., SEC) are a plus. Proven track record of exceeding sales targets and driving business success. Strong existing client base with established relationships in relevant industries. Excellent communication, negotiation, and interpersonal skills. Self-motivated, results-driven, and able to work both independently and in a team environment. Proficiency in CRM software and MS Office Suite. Benefits: Competitive salary with an attractive commission structure. Opportunities for career advancement and professional growth. Collaborative and dynamic work environment. Company Website: www.merits.in
Posted 3 weeks ago
0 years
0 Lacs
Jaipur, Rajasthan, India
On-site
Selected Intern’s Day-to-day Responsibilities Include Perform market analysis and conduct in-depth research on equity and debt markets, including trends, sector performance, and macroeconomic influences. Analyze individual stocks using qualitative and quantitative parameters—such as financial ratios, valuation models, earnings trends, and comparative metrics. Conduct business studies on historical, forecasted, and relative performance of equity markets to inform investment viewpoints. Manage client portfolios with attention to performance tracking and support tax planning through research and documentation. Undertake field visits to companies or market venues where required to gather on-site insights and verify market data. Compile reports and presentations with data visualizations to present research findings, investment strategies, and portfolio reviews. Monitor ongoing portfolio performance, flagging any significant variances and suggesting rebalancing or strategic changes. About Company: We provide financial services to meet all the requirements of our clients efficiently. With our in-depth analysis and expertise, we fulfill and achieve goals and requirements. We provide capital market solutions, wealth management, project financing, insurance, taxation, and accounting services from advisory to execution-everything is served under one roof.
Posted 4 weeks ago
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