30 Risk Profiling Jobs

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...

Private Banking Advisor, Associate Position Overview Job Title: Private Banking Advisor, Associate Location: Gurgaon, 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...

As a Wealth Relationship Manager in Kanpur & Lucknow, your role will involve client acquisition, financial planning, and portfolio management. You will focus on delivering customized, tax-efficient investment strategies to meet client goals. Candidates with professional certifications such as CFP, CWM, or CFA will have an added advantage. Key Responsibilities: - Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. - Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. - Ongoing Advisory...

Job Description: You will be responsible for trading in Cash, F&O, and MCX, broking, and risk profiling of clients with a thorough technical and fundamental understanding. Additionally, you will need to coordinate with various departments such as RMS, Risk, Compliance, and Sales to ensure the smooth processing of transactions. Your role will also involve the generation of brokerage. Qualifications Required: - Graduation - Minimum 2-5 years of experience in handling Retail/HNI clients (Note: There are no additional details about the company provided in the job description),

As a Wealth Manager in the Mutual Fund Department at D.R. Shares & Stock Brokers Pvt. Ltd., your role is crucial in managing and growing a portfolio of high-net-worth and retail mutual fund clients. Your primary responsibilities include understanding clients" financial goals, recommending suitable mutual fund products, and providing personalized investment solutions. Your knowledge of mutual fund products, regulatory changes, and portfolio management will be essential in offering comprehensive wealth management support. Key Responsibilities: - Manage and expand a portfolio of HNI and retail mutual fund clients. - Understand clients" financial objectives and risk tolerance to offer personaliz...

As a Client Acquisition Manager, your primary role will involve acquiring clients through leads and your own sources. It is essential for you to have a deep understanding of the financial goals and needs of the clients in order to recommend products that are in line with their requirements and risk profile. Additionally, you will be responsible for regularly reviewing the clients" financial goals and proposing any necessary changes to assist them in achieving financial freedom. Key Responsibilities: - Acquiring clients through leads and personal sources - Understanding clients" financial goals and recommending suitable products - Reviewing clients" financial goals regularly and suggesting ne...

Position Overview Job Title: Private Banking Advisor, Associate Location: Calcutta, 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% reim...

As a Senior Assistant Relationship Manager-MEL in the Rural Sales department, your primary role is to deepen relationships with Rural Banking accounts and provide top-notch service to customers. You will work closely with the Relationship Manager to identify business owners and entrepreneurs in the designated catchment area, assess their business loan requirements, and drive client acquisition to achieve organizational objectives. **Roles & Responsibilities:** - Manage zoning activity to understand household needs in allocated villages and areas. - Conduct end-user checks post loan disbursal to meet monthly and annual group loan booking targets. - Assess client needs, identify cross-sell opp...

Position Overview Job Title: Private Banking Advisor Location: Mumbai, 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% reimbursement und...

Position Overview Job Title: Private Banking Advisor Location: Ahmadabad, 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% reimbursement ...

As a Business Analyst or Senior Business Analyst specializing in Private Banking and Wealth Management, your role involves utilizing your core BA skills and domain expertise to contribute effectively to the team. You will be responsible for conducting requirement elicitation, stakeholder management, and workshop facilitation. Additionally, you will be proficient in business process modeling using BPMN and UML. Your role will involve writing BRD, FRD, Use Cases, and User Stories, along with a strong understanding of SDLC and Agile/Scrum methodologies. Your experience with tools like JIRA, Confluence, Visio, or similar tools will be crucial in this role. Excellent analytical, problem-solving, ...

We are seeking a seasoned Project Manager (10+ years) with expertise in Lending Systems (corporate and SME loan origination) and Core Banking solutions (Finacle, RLS, Middleware, Risk Profiling) . The role involves leading end-to-end projects, ensuring timely delivery within scope and budget. Key Responsibilities: Lead and manage banking technology projects, with strong focus on Finacle and lending systems integration . Oversee system integrations, data flow, and GL reconciliation between core and sub-systems. Manage stakeholders, communicate project status, risks, and ensure alignment with business needs. Apply Agile and Waterfall methodologies effectively for project delivery. Optimize sys...

Job Description Title Relationship Manager Investment Services Qualification Required Graduates & NISM VA or CFP Job Responsibilities: Existing Customers Relationships Mapped Responsible for managing relationships with clients & providing investment advisory services Monitoring and managing client portfolios, developing and implementing investment strategies Get the Risk Profiling Done Portfolio Reviews with Clients Get Investment Top ups and increased Wallet Share Get References New Customers Responsible for Adding New Relationships & Acquire NRI Relationships Arranging for Investor Awareness Programs in Corporates Providing Solutions to them via various financial products and services like...

Responsible for assessing and monitoring risks associated with Vendor/ Agency Partners. Responsible for developing and implementing a robust vendor risk and regulatory compliance program for the organization that includes maintaining partner risk profiles, conducting ongoing monitoring activities and providing regular updates to senior management. Work closely with various business units to ensure that Partners are properly vetted, that appropriate risk mitigation strategies are in place and prepare materials for senior management and Institutional Compliance teams that are in line with regulatory requirements. Conduct Recruitment Partner risk assessments to identify potential risks and vuln...

As a Subject Matter Expert in Digital Wealth Management with a minimum of 12 years of experience, you will join our overseas client team in Mahape, Navi Mumbai. Your role will involve implementing a Digital Wealth platform using Comarch, where you will translate complex wealth management requirements into functional and testable deliverables to meet business objectives, regulatory standards, and customer expectations. Key Responsibilities: - Act as the primary domain expert for wealth management, digital advisory, and investment journeys - Interpret and validate business requirements across various modules such as customer overview, account funding, self-execution, portfolio view, wealth pla...

Private Banking Advisor Position Overview Job Title: Private Banking Advisor, Associate Location: Mumbai, 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 par...

The primary purpose of the profile is to facilitate implementation of Governance Risk and Compliance program within the organization. They will support review of risk and controls which entail comprehensive coverage of risk universe at activity level and assess adequacy of controls to mitigate risk of operational & technology failures and regulatory noncompliance. They will also participate in the design of registers/ templates and workflows in GRC tool with a primary objective to provide unified view of risk at entity level Key Responsibilities Lead risk assessments and profiling for business units and operational activities Stay updated on regulatory changes and adapt risk management pract...

As an Advisor at our company, you will play a crucial role in managing investors, understanding their needs, profiling their risk appetite, and constructing investment plans. Your responsibilities will include executing investment plans efficiently, monitoring and reviewing portfolios and financial plans, as well as growing the book. In essence, your role as an Advisor is akin to that of a Rainmaker. To excel in this position, you must possess a Masters degree in Finance with a minimum of 2 years of experience in a related area. Additionally, holding certifications such as NISM Level X and XA, CFP, CFA, or CWM is mandatory. Being an active reader with a broad horizon will further contribute ...

Private Banking Advisor, Associate Position Overview Job Title: Private Banking Advisor, Associate Location: Calcutta, 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 Gende...

As the Product Associate, you will play a key role in developing products that support digital lenders, banks, and financial institutions by offering detailed insights into borrower financials, creditworthiness, and compliance. Your primary focus will involve: Bank Statement Analysis: You will be responsible for creating and refining tools that analyze transaction patterns, income consistency, and cash flow to facilitate credit assessment. Credit Analysis: Your role will involve providing solutions for comprehensive credit evaluation, allowing for end-to-end analysis of cash flow, fraud detection, and financial reliability for intricate data profiles. GST Compliance & GSTR Analysis: You will...

Private Banking Advisor, Associate Position Overview Job Title: Private Banking Advisor, Associate Location: Mumbai, 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 ...

The job involves conducting risk profiling and goal-based planning for clients, recommending mutual fund portfolios, executing transactions, and reviewing them periodically. You will be responsible for maintaining client records, ensuring KYC compliance, and following up on schedules. Your key objectives will include achieving growth in Assets Under Management (AUM), meeting SIP targets, and retention metrics. Additionally, you will be expected to conduct investor education webinars and seminars. This is a full-time position suitable for freshers. The work location is in person. To apply, visit btwgroup.co/careers. If you have any queries or need more information, you can speak with the empl...

As an Investor Relations Officer, your primary responsibility will be to effectively communicate with investors, provide guidance, analyze data and products, conduct risk profiling, prepare presentations, and engage in continuous learning. This is a full-time and permanent position suitable for freshers. You will be entitled to paid sick leave and have the opportunity to earn a performance bonus. The work schedule is during day shifts, from Monday to Friday, with weekend availability as required. This role will be based in an in-person work environment. If you are passionate about investor relations, possess strong analytical skills, and enjoy constant learning and communication, this opport...

Role & Responsibilities: Credit Evaluation Conduct in-depth financial analysis of borrowers in the Commercial Real Estate (CRE) sector Evaluate cash flows, business models, and risk profiles to support credit decisions Financial Due Diligence Review financial statements including balance sheets and profit & loss accounts Assess the overall creditworthiness and financial stability of prospective borrowers Portfolio Monitoring Monitor the performance of the loan portfolio to identify early warning signals Support periodic credit reviews and flag potential risks proactively Reporting & Documentation Prepare comprehensive credit reports and risk assessment documents Create internal presentations...