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Hiring For Lead Associate - Fixed Deposit Investment Backend Operation NOVAC

2.0 - 3.0 years

2 - 3 Lacs

Navi Mumbai

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Greetings from Novac ! Join one of India's Top 100 Best Companies to Work for, Novac Technology Solutions Private Limited. As a digital transformation and cloud solutions company with expertise in various industry segments, we innovate and create a niche for organizations in an ever-evolving landscape. Novac is now hiring for a Lead Associate - Fixed Deposit Investment Backend Operations! Please read the eligibility criteria before applying: Job Title: Lead Associate Fixed Deposit Investment Backend Operations Department: Centralized Investment Operations Location: Navi Mumbai (Ghansoli Mahape) Experience Required: 23 years in Banking / Financial Services Key Responsibilities: Handle end-to-end backend processing of fixed deposit (FD) investments including creation, renewal, closure, and maturity-related activities. Coordinate with banks, financial institutions, and internal teams for FD booking, interest rate updates, TDS management, and documentation. Ensure compliance with internal control standards, KYC/AML guidelines, and regulatory requirements related to FD investments. Reconcile fixed deposit transactions and maintain accurate records in the core banking/investment management system. Assist in managing client queries and requests routed through the centraloperations helpdesk or CRM tools. Generate and validate reports related to interest payouts, maturity schedules, MIS summaries, and exception reports. Identify process improvement opportunities and contribute to automation and standardization initiatives. Support internal and external audits by providing necessary data and explanations. Train and guide junior associates as needed, and act as a point of escalation for operational issues. Key Skills & Competencies: Strong understanding of fixed deposit products and backend operational workflows. Familiarity with banking systems, reconciliation processes, and investment lifecycle management. Proficient in MS Excel, MIS reporting and data validation. Working knowledge of compliance regulations related to deposits, including KYC, TDS and RBI guidelines. Strong attention to detail, process-oriented thinking, and time management. Good verbal and written communication skills. Educational Qualifications: Graduate/Postgraduate in Commerce, Finance, Banking, or related fields. Additional certification in banking operations or investment management is a plus. NOTE: Candidates who applied for last 6 months are not eligible.

Posted 1 week ago

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Relationship Manager - Portfolio Management Vipany Management Consulting

2 - 7 years

3 - 5 Lacs

Pune

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Job Title: Relationship Manager - Portfolio Management Work Mode: In-Office Job Location: Pune Job Description Role & Responsibilities: Regularly engage with portfolio clients through meetings and calls for portfolio management. Conduct client profiling and cross-sell various banking products. Acquire new customer relationships through references and catchment mapping. Source family accounts to strengthen and enhance client relationships. Cross-sell various engagement products, including Fixed Deposits (FD), Recurring Deposits (RD), Systematic Investment Plans (SIP), lockers, debit cards, and credit cards. Deepen portfolio relationships by cross-selling revenue-generating products such as Assets, Third-Party Products (TPP), and Liabilities. Ensure customers meet the eligibility criteria for Aspire relationships and maintain the quality of sourced accounts. Achieve CASA (Current Account & Savings Account) and total deposit targets. Fee Revenue Generation: Meet fee revenue targets by cross-selling multiple product lines to existing and new customers. Enhance channel penetration by promoting digital banking solutions, including: Net banking Mobile banking Bill payments Standing Instructions (SI) registrations Application Supported by Blocked Amount (ASBA) setup.

Posted 3 months ago

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