53 Risk Profiling Jobs

Contact person: Priyanka Chandra Role: Unit Manager Tele (AVC: SKY) Grade: Manager / Senior Manager Location: Gurgaon Business: Retail Banking | Department: Axis Virtual Centre About Axis Virtual Centre Axis Virtual Centre (AVC) is Axis Banks digital engagement hub, connecting with customers virtually to deliver superior service and drive financial solutions through cross-sell and upsell. AVC ensures seamless customer experience while optimizing business growth. Role Overview The Unit Manager – Tele is responsible for leading a team of Virtual Relationship Managers (VRMs) to achieve business targets through effective portfolio management, cross-selling, and customer engagement. The role focu...

As an Investor Relations Officer, your role will primarily involve: - Communicating with investors and providing them with necessary information and guidance - Conducting data analysis to understand market trends and investor behavior - Analyzing products and their performance to make informed recommendations - Profiling risks associated with investments to ensure informed decision-making - Creating and delivering presentations to investors and stakeholders - Engaging in continuous learning to stay updated with industry trends and best practices Qualifications required for this role include: - Strong communication and interpersonal skills - Proficiency in data analysis tools and techniques -...

Position Overview Job Title: Private Banking Senior Advisor, AVP Location: New Delhi, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What We'll Offer You As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gender neutral parental leaves 100% re...

Position Overview Job Title: Private Banking Senior Advisor, AS Location: New Delhi, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What We'll Offer You As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gender neutral parental leaves 100% rei...

Skills Expected: Business Strategy formulation, Analytics, Program and Product Management, Customer Journey Management, Banking, Risk profiling, Team Management, Client Relationship & Sales Process Management, budgeting, new product launches, Advanced skills in communication & presentation Role: Responsible for CA /TASC product management and governance for the bank Championing adoption and proliferation of digital technologies through core competence / partner alliances /platforms and solutions Responsible for Business and P&L objectives for Non-Individual and Self-Employed Segment (CA/TASC/ GB). Responsible for overall CA product strategy including quality acquisition, deepening of book, n...

Private Banking Senior Advisor, AS Position Overview Job Title: Private Banking Senior Advisor, AS Location: New Delhi, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gend...

Job Title: Risk Management Specialist Location: Chennai Role Overview We are seeking an experienced Risk Management Specialist to join our team in Chennai. The ideal candidate will have hands-on experience in risk governance, control design, and reporting, with strong analytical and communication skills. Key Responsibilities RCSA (Risk & Control Self-Assessment): Conduct and maintain RCSA processes to identify and evaluate risks and controls. Risk Profile: Develop and update risk profiles for business units, ensuring alignment with organizational risk appetite. Control Design: Design and assess controls to mitigate identified risks effectively. Risk Reporting: Prepare and present risk report...

Looking for an experienced and client-focused professional for our Wealth Management vertical. If you're passionate about Wealth Management, Financial Planning , and delivering a premium client experience, we'd love to connect. You must have : ? Minimum (Yesss!! Minimum ) 5 years of relevant experience in financial planning or wealth management. ? Strong knowledge and hands-on experience across multiple asset classes including Equities, Mutual Funds, Bonds, Structured Products, and alternative investment instruments. ? Exceptional analytical and communication skills. What you'll do: ? Provide end-to-end financial planning services from retirement and education planning to home buying and wea...

As an experienced and client-focused professional in the Wealth Management vertical, you will play a crucial role in providing a premium client experience. With a minimum of 5 years of relevant experience in financial planning or wealth management, you will showcase your strong knowledge and hands-on experience across various asset classes such as Equities, Mutual Funds, Bonds, Structured Products, and alternative investment instruments. Your exceptional analytical and communication skills will be key in this role. Key Responsibilities: - Provide end-to-end financial planning services, covering areas like retirement, education planning, home buying, and wealth creation. - Conduct risk profil...

As an intern at RupeeVyze, you will have the opportunity to gain hands-on experience in Mutual Funds, SIPs, insurance, asset allocation, financial planning, and client analysis. The internship focuses on real research, planning frameworks, and advisory workflows rather than theoretical concepts. You will be involved in core investment advisory tasks such as: - Researching Mutual Funds, Insurance products, NPS, and other investment options - Assisting in drafting financial plans and sample portfolios - Conducting basic client need assessments (risk profiles, goals, timelines) - Creating comparison charts, asset allocation summaries, and product analyses - Keeping track of market trends, fund ...

As an Intern at RupeeVyze, you will have the opportunity to gain practical knowledge in Mutual Funds, SIPs, insurance, asset allocation, financial planning, and client analysis. You will be engaged in real research, planning frameworks, and advisory workflows, providing you with hands-on experience rather than theoretical concepts. **Key Responsibilities:** - Researching Mutual Funds, Insurance products, NPS, and other investment options. - Assisting in drafting financial plans and sample portfolios. - Conducting basic client need assessments including risk profiles, goals, and timelines. - Creating comparison charts, asset allocation summaries, and product analyses. - Keeping track of marke...

Advance and execute a software supply chain security development strategy to include Identify security risk and vulnerabilities across client's supply chain partners as well and track implementation of corrective action plans by supply chain partners. Manage Product Risk management and risk profiling. Lead the updating of the Secure Engineering Framework. Manage the Vulnerability and Penetration Testing Team. Manage Product Security incident response program and team.

KYC Operations Location: Malad Perform end-to-end KYC due diligence for new and existing clients (retail or corporate). Review and verify client documentation (ID, address proof, legal entity documents, etc.). Conduct screening for sanctions, PEPs (Politically Exposed Persons), and adverse media. Monitor KYC review dates and ensure timely periodic reviews and refreshes. Maintain accurate and up-to-date client data in KYC systems. Collaborate with internal departments (Compliance, Legal, Risk, Sales) for issue resolution. Escalate unusual or suspicious activities to the Compliance team. Ensure adherence to local and global KYC/AML regulations and internal policies. Participate in audits, regu...

KYC Operations Location: Malad Perform end-to-end KYC due diligence for new and existing clients (retail or corporate). Review and verify client documentation (ID, address proof, legal entity documents, etc.). Conduct screening for sanctions, PEPs (Politically Exposed Persons), and adverse media. Monitor KYC review dates and ensure timely periodic reviews and refreshes. Maintain accurate and up-to-date client data in KYC systems. Collaborate with internal departments (Compliance, Legal, Risk, Sales) for issue resolution. Escalate unusual or suspicious activities to the Compliance team. Ensure adherence to local and global KYC/AML regulations and internal policies. Participate in audits, regu...

KYC Operations Location: Malad Perform end-to-end KYC due diligence for new and existing clients (retail or corporate). Review and verify client documentation (ID, address proof, legal entity documents, etc.). Conduct screening for sanctions, PEPs (Politically Exposed Persons), and adverse media. Monitor KYC review dates and ensure timely periodic reviews and refreshes. Maintain accurate and up-to-date client data in KYC systems. Collaborate with internal departments (Compliance, Legal, Risk, Sales) for issue resolution. Escalate unusual or suspicious activities to the Compliance team. Ensure adherence to local and global KYC/AML regulations and internal policies. Participate in audits, regu...

KYC Operations Location: Malad Perform end-to-end KYC due diligence for new and existing clients (retail or corporate). Review and verify client documentation (ID, address proof, legal entity documents, etc.). Conduct screening for sanctions, PEPs (Politically Exposed Persons), and adverse media. Monitor KYC review dates and ensure timely periodic reviews and refreshes. Maintain accurate and up-to-date client data in KYC systems. Collaborate with internal departments (Compliance, Legal, Risk, Sales) for issue resolution. Escalate unusual or suspicious activities to the Compliance team. Ensure adherence to local and global KYC/AML regulations and internal policies. Participate in audits, regu...

Analyze mutual funds, build model portfolios, track markets, create research frameworks, and support MAHIR’s advisory products with clear, simple, data-backed insights. Required Candidate profile A detail-oriented analyst with strong understanding of mutual funds, category analysis, market behavior, portfolio construction.Should be good with numbers, simple communication, independent thinking.

As an Operations Team Member at Policy Dekho, your role will involve supporting daily operations, maintaining and organizing insurance records, assisting with client interactions, coordinating policies, and ensuring compliance with quality and regulatory standards. You will be responsible for facilitating documentation and claim management processes, collaborating across teams, and addressing customer queries effectively. Key Responsibilities: - Support daily operations and maintain insurance records - Assist with client interactions and coordinate policies - Ensure compliance with quality and regulatory standards - Facilitate documentation and claim management processes - Collaborate across...

As the IT Business Lead Analyst at our company, you will be responsible for bridging the gap between business users and technologists by exchanging information in a clear and concise manner. Your role will involve contributing to continuous exploration of business performance to drive business planning effectively. **Key Responsibilities:** - Provide input during development and implementation phases for complex projects - Identify and communicate risks and propose mitigation options - Consult with business clients to determine system functional specifications - Evaluate new IT developments and recommend appropriate systems alternatives - Conduct in-depth analyses to define problems and deve...

Role Overview: You will be responsible for managing existing accounts with complete ownership, conducting periodic meetings with customers, ensuring touch points in different business segments, and maintaining a retention rate of 85% and above. Your role will also involve exploring upselling opportunities through cross-sell/upsell strategies, particularly with ESG reports, and identifying market research opportunities in existing accounts. Additionally, you will be responsible for timely renewals, accounts receivables, and providing industry updates to clients. Key Responsibilities: - Own and manage existing accounts - Conduct periodic meetings with customers - Ensure touch points in differe...

Post: Regional Head Educational Qualification (As on 01.05.2025) Mandatory: Graduates from Government recognised University or Institution Preferred Qualification: MBA (Banking/ Finance/ Marketing) with 60% from recognized University or Institution. CFP / CFA / NISM V-A /NISM Investment Advisor / NISM 21-A Post-Qualification Experience (As on 01.05.2025) Essential Experience: (as explained above) ? Post Qualification Experience of Minimum 12+ years of experience in relationship management preferably in wealth management with leading Public / Private / Foreign Banks / Wealth Management Firms / AMCs ? 5+ years of experience in leading a large team of Relationship Managers or a Team Lead prefer...

Job Description - Investment Specialist Grade- AVP Location- Delhi KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/Managerial Responsibilities Building a focus towards investment cross-sell among RM population and increasing investment penetration for HNI clients. Transitioning towards an advisory model on wealth products for HNIs by offering structures across platforms, including alternate products. Core Responsibilities Ensuring RM activation and focus on investment products by conducting joint meetings to boost volumes and increase new investment penetration within the portfolio. Ensuring 100% compliance with regulatory matters, including EUIN and NISM certifications within defined timel...

Role Overview: You will be joining the Business Control Unit (BCU) as an AVP in Mumbai, India, which is a 1st Line of Defence function supporting the front office in executing the Non-Financial Risk framework for the business line. Your primary responsibility will be to support the Risk and Control Assessment (RCA) process within the BCU. This role involves control testing, incident research, remediation, and other ad hoc control initiatives and projects, working closely with teams within and outside the division to understand dynamic risks impacting the group. Key Responsibilities: - Collate and analyze contextual data and relevant triggers to maintain an accurate Risk Profile and Emerging ...

Role Overview: As a Product Associate, your main responsibility will be leading the development of products aimed at empowering digital lenders, banks, and financial institutions. These products will provide detailed insights into borrower financials, creditworthiness, and compliance. Your focus areas will include: Key Responsibilities: - Drive product development from concept to launch within the fintech analytics space. - Apply AI/ML techniques to enhance risk profiling, fraud detection, and reporting. - Develop solutions that simplify decision-making processes for handling high-volume financial data. Qualifications: - Proven track record of successfully managing fintech products right fro...

Company Description We are India's first coveted wealthtech multi issuer platform. A Solution to all your business needs that will transform your effort and determination into a roaring success in areas of wealth creation, client happiness and business growth. Role Description Engage with clients (through partners) to understand their financial goals , investment timelines, and constraints. Conduct risk profiling and assess client suitability for various investment options. Advise and recommend investment strategies across Mutual Funds, PMS, AIF, Insurance, Bonds, Structured Products, and other wealth instruments. Stay updated on market trends , regulatory developments, and product innovatio...