338 Shares Jobs - Page 2

Company: Mercer Description: We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Mumbai/Noida. This is a hybrid role that has a requirement of working at least three days a week in the office. Director Operations Due Diligence - Investments Mercer Wealth is a leading global provider of investment consulting services. We offer customised advice at every stage of the investment decision, risk management and investment monitoring process. In addition to core consulting, we have developed a number of specialist teams; the Financial Strategy Group, Mercer Sentinel, Manager Research, Responsible Investment and Fiduciary Management, thereby ensuring we offer a full range of services to our clients. We are looking for talented colleagues who understand the financial services industry and the operational functions of investment managers. Will work as part of a team of ODD specialist and client consultants. We will count on you to: Work as an extension of the UK/US team to conduct operational due diligence risk assessments of investment managers using Mercer Sentinels framework incorporating house views as appropriate Understanding of investment manager middle and back office operations, fund administration, portfolio accounting, custody, regulatory compliance and other relevant industry experience Maintaining knowledge of operational risk frameworks across the Mercer universe of asset classes, including equity and fixed income, hedge funds, private equity, private debt, real estate and infrastructure Liaise with investment managers to collate information, coordinate on-site visits and schedules Review responses and documentation provided by investment managers for the risk assessment and author research notes in advance of the meeting of the onsite team to support the onshore team Support virtual investment manager on-site visits through the preparation of pre-meeting notes, note taking in the meeting and producing high quality draft written reports after the meeting Challenging and improving operational processes for Mercers ODD framework Contribute to Mercer Sentinels intellectual capital through market research and process innovation Contribute towards Mercer Sentinels other products including but not limited to Surveys and Operational Reviews; support onshore teams efforts towards key projects or activities including business development among others. Update and maintain pertinent tools/database with relevant information including research publications and coordinate with asset managers for requisite data and for scheduling research calls; prepare and distribute Ratings Committee (RC) minutes from the weekly RC call. Project management, work allocation, real-time capacity management, peer review, process training and development of team members Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects. Liaison with stakeholders to build relationship for service delivery management. Play anchor role for all strategic projects and provide directions to the team. Prepare and manage KPIs and handle escalations. Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives. Driving Process Improvement Initiatives and delivering results in line with Business Priorities Demonstrate subject matter expertise in leading the ODD vertical Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database Ensuring storage and organizing data on a central database What you need to have: A Master's degree in economics, finance or other business-related areas with a high level of written content Professional qualification (Actuarial, ACA, ACCA, CFA or equivalent) preferential requisite 12+ Years of experience with operational due diligence investment management, operations, fund management or investment consulting Previous experience in operational risk analysis, fund administration, and or financial / portfolio accounting would be beneficial Thorough knowledge of Microsoft Office applications (Word, Excel, PowerPoint) Takes ownership for work, always ensuring standards and deadlines are met and keeping others informed and up-to-date Works well under pressure, with the ability to prioritise and manage multiple tasks, stakeholders and deliverables simultaneously; candidate may be expected to attend calls with US based asset managers couple days in a week; responsibilities may stretch to taking calls with asset managers in other geographies including Pacific, UK, Europe, Middle East and Asia depending on the business requirements. Excellent organisational and time management skills Openly shares information and own expertise with colleagues Possess excellent team working skills in a global/remote working environment What makes you stand out: Demonstrates excellent oral and written communication skills Self-motivated with an eagerness to learn and a positive work ethic Challenges existing practices and conventional thinking Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.) Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Job Specifications Profile- Sales Manager Designation- Sales Manager PRIMARY JOB RESPONSIBILITIES Key Responsibilities: Develop and execute equity sales strategies to meet and exceed business targets. Build his own Team & P&L. Build and nurture relationships with institutional clients, HNIs (High Net-Worth Individuals), and retail investors. Promote and sell equity and related financial products, including stocks, ETFs, and derivatives. Stay updated on market trends, economic data, and equity research to provide clients with timely insights and recommendations. Identify and onboard new clients while retaining and expanding the existing client base. Collaborate with research teams to deliver tailored investment solutions. Manage, mentor, and motivate a team of equity sales professionals to achieve individual and collective goals. Ensure compliance with regulatory requirements and company policies in all client interactions. Monitor market conditions and competitor activities to adjust strategies as needed. Prepare and deliver regular performance reports and forecasts to senior management. . This position reports to Branch Manager/ Cluster Head Academic requirements Bachelors degree in Finance, Commerce, or Economics (NISM certifications preferred). Location - Lucknow , Prayagraj and Varansai Experience 4+ years of experience in equity markets, wealth management, or a similar role. Team handling experience Yes Team Size 1+7 Key Competence & SKILLS REQUIRED Key Competence Customer-focused with a consultative sales approach. Strong problem-solving and negotiation skills. High attention to detail and ability to work under pressure. Proactive in identifying client needs and market opportunities. Skills Strong understanding of equity markets, third party products, and investment strategies. Excellent communication and interpersonal skills for client engagement. Ability to analyse market trends and provide actionable investment insights. Proficiency in using trading and CRM tools AGE GROUP PREFERRED3040 Years

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives)

We are looking for a skilled professional to join our team as a Manager in Incedo Technology Solutions Ltd., located in the Banking/Financial Services / Stockbroking / Securities industry. The ideal candidate will have 7-10 years of experience. Roles and Responsibility Manage and oversee daily operations to ensure efficiency and productivity. Develop and implement strategies to achieve business objectives and drive growth. Lead and motivate teams to meet their targets and goals. Analyze market trends and competitor activity to identify opportunities and threats. Build and maintain relationships with clients and stakeholders. Monitor and control expenses to ensure cost-effectiveness. Job Requirements Proven experience in a similar role with a strong track record of success. Excellent leadership and management skills, with the ability to inspire and guide teams. Strong analytical and problem-solving skills, with attention to detail and strategic thinking. Effective communication and interpersonal skills, enabling building strong relationships. Ability to work under pressure and meet deadlines in a fast-paced environment. Strong knowledge of financial services and securities, with industry-specific expertise.

Equity Administrator Responsibilities Support day-to-day administration of the companys equity programs, including processing new equity awards, exercises, cancellations and repurchases Maintain data in BOL Merrill Lynch database to ensure accuracy of participant information Respond to employee inquiries regarding equity programs and education while providing excellent service to plan participants at all levels Collaborate with People Operations, Legal and Payroll teams on equity related items as needed Prepare reports for internal partners and respond to ad hoc data requests Assist with development and delivery of employee trainings and communications Requirements 2-4 years of relevant equity administration experience Experience with both Option and RSU/RSA programs Familiarity with U.S. federal and state taxation relating to equity compensation Familiarity with International tax law relating to equity programs Strong analytical, communication and organization skills Sensitivity to employee privacy laws such as GDPR and ability to maintain strict confidentiality Ability to interact with employees at all levels CEP Level I Completion (or in process of obtaining CEP Level I) Strong Excel skills

This role involves the development and application of engineering practice and knowledge in defining, configuring and deploying industrial digital technologies (including but not limited to PLM and MES) for managing continuity of information across the engineering enterprise, including design, industrialization, manufacturing and supply chain, and for managing the manufacturing data. - Grade Specific Focus on Digital Continuity and Manufacturing. Develops competency in own area of expertise. Shares expertise and provides guidance and support to others. Interprets clients needs. Completes own role independently or with minimum supervision. Identifies problems and relevant issues in straight forward situations and generates solutions. Contributes in teamwork and interacts with customers.

This role involves the development and application of engineering practice and knowledge in defining, configuring and deploying industrial digital technologies (including but not limited to PLM and MES) for managing continuity of information across the engineering enterprise, including design, industrialization, manufacturing and supply chain, and for managing the manufacturing data. - Grade Specific Focus on Digital Continuity and Manufacturing. Develops competency in own area of expertise. Shares expertise and provides guidance and support to others. Interprets clients needs. Completes own role independently or with minimum supervision. Identifies problems and relevant issues in straight forward situations and generates solutions. Contributes in teamwork and interacts with customers.

Develop a new customer base PAN India. Educate customers about products supplied by our company. Create a Weekly sales report. Meet Monthly/quarterly/annual sales target. Organize seminars and training sessions with customers. Follow-up for any payment issues with customers. Coordinate with transport companies for material dispatches. Help with stock taking and ERP system if required. Manage inventory for a given set of customers. Prepare Tax Invoice and delivery paper for dispatch. Work with a team to help improve efficiency. Provide reports in excel and prepare presentations as required by management. Provide complete support for geared gearless and escalator machines of Torin Drive machines. Develop New Leads During site visit and provide to the Sales Team.

- Deal with the walk-in customers in branch - Will have to work on the leads given from branch - Set up a meeting with potential customers and close the deal - Mostly branch-work Required Candidate profile - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred

Job Responsibilities : - Deal With The Walk-In Customers In Branch - Will Have To Work On The Leads Given From Branch - Set Up A Meeting With Potential Customers And Close The Deal - Mostly Branch-Work Required Candidate profile Criteria: - Graduation Is A Must - Age Must Be In Between 21-38 - Minimum 6 Months Of Work Experience - BFSI Work Experience Preferred

JM Financial Share & Stock Broker Key role- Opening Demat account Role:- Digital Acquisition Specialist Day 1 joining salary starts from day 1 Shift timing - 9:00AM to 7:00PM Required Candidate profile Minimum HSC with 6 months of sales experience. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri:- 7796426785 Perks and benefits incentive and growth opportunities

Roles & Responsibilities: - Sell online advertising solutions telephonically to builders / brokers / customers by assessing their requirements - Generate leads through cold calling and referral channels to maximize sales and establish Relationships - Initiate repeat sales by follow up with existing clients - Achieve sales targets by new customer acquisition and ensure growth / revenue from existing Customers - Develop in-depth knowledge about the products and services to make suitable recommendations based on client requirements - Increase customer engagement by proactively solving client concerns and queries Liaoning with related departments to ensure end to end solutions to the client - Continually meeting or exceedingly daily and monthly targets with respect to call volume and sales Roles and Responsibilities Required Skills: - Good communication skills - Active listening skills - Strong convincing skills - Client handling skills - Ability to handle stress and rejection in soliciting clients Desired Skills: - Knowledge of various online property portals - Prior work experience in sales/business development/voice process - Multilingual skills are preferable but not mandatory

Talk to customers, explain products, and solve doubts. Use company leads and get more through referrals. Follow up with leads and close sales on time. Keep records of calls, leads, and sales. Meet targets and support your team if needed. Required Candidate profile Graduate in any field. 2+ years of sales experience (BFSI exp is a plus) Good communication &convincing skills Local candidates preferred. Goal-oriented & self-motivated Palak Rana | HR | 9723104999

Talk to customers, explain products, and solve doubts. Use company leads and get more through referrals. Follow up with leads and close sales on time. Keep records of calls, leads, and sales. Meet targets and support your team if needed. Required Candidate profile Graduate in any field. 2+ years of sales experience (BFSI exp is a plus) Good communication &convincing skills Local candidates preferred. Goal-oriented & self-motivated Palak Rana | HR | 9723104999

This role involves the development and application of engineering practice and knowledge in defining, configuring and deploying industrial digital technologies (including but not limited to PLM and MES) for managing continuity of information across the engineering enterprise, including design, industrialization, manufacturing and supply chain, and for managing the manufacturing data. - Grade Specific Focus on Digital Continuity and Manufacturing. Develops competency in own area of expertise. Shares expertise and provides guidance and support to others. Interprets clients needs. Completes own role independently or with minimum supervision. Identifies problems and relevant issues in straight forward situations and generates solutions. Contributes in teamwork and interacts with customers.

1. Generating revenue by acquiring Clients from open market. 2. Sales of all the Financial products- Equity, MF SIP's, Bonds, Insurance etc. 3. Ability to create his own books. 4. Responsible for TPP (Third party products);cross selling of MF,LI etc. Required Candidate profile > Must be a Graduate > Min 2 yrs exp in Demat acquisition/ Equity Sales and cross sell TPP (MF/Bonds/LI ) > Must have their own client base. > Job Location: Basappa-Malleshwaram-Indiranagar Perks and benefits Incentives as per industry norms

Position Summary: We are seeking a highly motivated and customer-focused Chat Agent to join our dynamic team. The ideal candidate will be responsible for providing accurate, timely, and professional support to our clients regarding their securities business queries via live chat. This role requires a strong understanding of stock market operations, investment products, and excellent communication skills to assist clients with their trading and investment-related inquiries. Key Responsibilities: Live Chat Support: Respond promptly and efficiently to a high volume of inbound customer chat inquiries related to stock market activities, trading platforms, and investment products. Query Resolution: Accurately identify and resolve customer issues, including but not limited to: Account-related queries: Account opening, KYC, login issues, password resets, demat account statements. Trading queries: Order placement (buy/sell), order status, trade execution, margin calls, stop-loss orders, bracket orders, cover orders, options and futures trading. Market information: Stock quotes, historical data, market indices, corporate actions (dividends, splits, bonuses, rights issues). Platform navigation: Guiding customers through the trading platform, mobile app, and web portal features. Product information: Explaining various investment products (equities, mutual funds, ETFs, derivatives, bonds, commodities). Regulatory compliance: Providing information on regulations, exchange rules, and other relevant guidelines. Fund transfers: Inquiries related to deposits, withdrawals, and fund settlement. Information Dissemination: Provide clear, concise, and accurate information, explaining complex financial concepts in an easy-to-understand manner. Escalation Management: Identify and appropriately escalate complex or unresolved issues to the relevant internal departments (e.g., trading desk, back office, compliance) while ensuring a seamless customer experience. Documentation: Maintain detailed and accurate records of all customer interactions and resolutions in the CRM system. Feedback & Improvement: Proactively identify trends in customer inquiries and provide feedback to management for process improvement, FAQ development, and product enhancements. Compliance: Adhere strictly to all company policies, regulatory guidelines and data privacy regulations. Continuous Learning: Stay updated with the latest market trends, financial products, regulatory changes, and company offerings. Quality Assurance: Ensure all chat interactions meet company quality standards and service level agreements (SLAs). Required Skills and Qualifications: Education: Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related field. Experience: 1-3 years of experience in customer service, preferably in the financial services or stockbroking industry, with a strong emphasis on chat support. Stock Market Knowledge: Preferred and strong understanding of stock market ( Preferably European ), including equity, mutual funds, and basic knowledge of commodities/forex. Familiarity with stock market regulations and exchange operations is a significant plus. Communication Skills: Excellent written communication skills with impeccable grammar, spelling, and punctuation. Ability to explain complex information clearly and concisely. Technical Proficiency: Proficient in using CRM software, live chat platforms, and Microsoft Office Suite (Word, Excel). Familiarity with trading platforms is highly desirable.

Please find below the JD : Transaction processing and settlement of transactions related to investments in Bonds, Commercial Paper and Certificate of deposits. Reporting, verification and settlement of CD issuance trades; CD redemption payouts on a timely basis, Corporate actions . Regulatory reporting/MIS preparation and submissions related to borrowing/lending as well as investments. Verification and settlement of equity trades including dividend tracking and accounting. Processing and settlement of PTC and SR transactions . Timely reporting of various MIS to internal stakeholders. Reporting of tracking of Funds flow to RTGS teams. Reconciliation of brokerage bills and payment processing to brokers. Processing, settlement and documentation of borrowing and lending trades including Refinance, IBPC, RIDF Deposits, BRDS. Equity Processing - IPO and secondary market transactions

Job Description Brief about Share Samadhan : Share Samadhan www.sharesamadhan.com is a India's Largest Unclaimed Investments Recovery Advisory entity helping people to recover their Lost / Blocked / Forgotten or Scattered investment parked in various financial instruments such as Stocks, Mutual funds, Insurance, PF, PPF, Bank deposits, Post office schemes etc. It is literally a black hole of investors' wealth. Job Title: Field Sales Executive Qualification: Bachelors or Master's degree Location: Ahmedabad Experience: Up to 2 years of experience in Banking or finance or stock marketing. Language known : English, Hindi, Gujarati, Marwadi. Responsibilities: Proactively generate and nurture new leads Develop innovative sales strategies to exceed targets Travel within the designated city to visit customers and prospects Maintain comprehensive records of all sales leads and activities Serve as a brand ambassador during customer and prospect interactions Educate customers about the financial benefits of Share Samadhan Engage in cold calling and conduct meetings with financial institutions and banks Monitor competitors and stay updated on market conditions Provide regular reports and valuable feedback to management, utilizing financial and statistical data Desired Qualities: Strong communication skills, both verbal and written Competitive attitude and drive to succeed Exceptional conversational and interpersonal skills Excellent follow-up skills, ensuring timely and effective communication Proficient in using computers and technology Proficient in creating impactful PowerPoint presentations Competency in Microsoft Office applications, particularly Excel and Word.

- Managing the life insurance sales through assigned Bank Branches. - Handling a team of on-roll managers. - Coordinating between Bank and company from Lead generation to policy conversion. Required Candidate profile Perks and Benefits • Unlimited Incentives for sales • 6 days working,1 Roster off Note • Need Min. 1 year of BFSI sales experience. For better reach you can share your CV @ Karan | 7861004785.

Job Purpose : Are you passionate about the stock market and eager to dive into the world of equity analysis? Join our dynamic team as an Equity Analyst - Trainee and embark on a journey of hands-on training and growth within the exciting realm of global market trading. You will gain invaluable experience analyzing the US markets, learning the intricacies of stock trading, and preparing yourself to make informed, data-driven trading decisions that could shape your career. Key Responsibilities: Master Technical Analysis: Learn how to perform cutting-edge technical analysis on major US stock exchanges including NYSE, NASDAQ, and Amex, unlocking the power to predict market movements. Evaluate Securities: Gain expertise in assessing the performance and pricing of US-listed companies, using advanced tools and techniques to uncover trends and opportunities. Forecast Market Trends: Develop your skills in forecasting stock performance and creating actionable projections based on thorough research and analysis. Stay Ahead of the Curve: Keep a close eye on industry trends, market news, and global events that impact stock prices and market behavior. Create Impactful Reports: Hone your ability to craft well-informed, data-backed reports that evaluate company fundamentals, historical performance, and potential future outcomes. Career Growth: Upon successful completion of the program, transition into a full-fledged US Equity Analyst/Trader, where you'll make key decisions in the US stock market, influencing the organizations trading strategy. Qualifications : Educational Background: A degree in Finance (e.g., B.Com , BBA, MBA, PGDM) or certifications such as NCFM, CFA, or CMT. Passion for finance and trading is a must! Age Range: Open to individuals between 20-24 years of age, ready to kick-start their career in equity analysis. Fresh Mindset: Open to freshers or those looking to pivot into the world of stock market analysis and trading. Work Timings & Location : Work Hours: 06:00 PM to 03:00 AM, Monday to Fridayideal for those who enjoy aligning their workday with global financial markets and US trading hours. Location: Gandhinagar, Gift City Why Join Us? Skill Development: Receive comprehensive, hands-on training with the potential to grow into a high-impact US Equity Analyst role. Career Advancement: This position provides clear career progression with exciting opportunities for professional growth. After training, top performers will have the opportunity to advance to roles such as: 1. Associate US Equity Analyst 2. Equity Analyst 3. Senior Equity Analyst Incentives & Rewards: Enjoy a highly attractive incentive program, rewarding your hard work and achievements. No Sales or Marketing: This is a purely analytical role no selling or marketing of financial products or services. Focus on what matters most: analyzing markets and making data-driven decisions.

JM Financial Services Digital Client Acquisition (Voice Process) Location: Andheri East | Openings: 50 each Process: Outbound Demat Account Opening (BlinkX App) Shift: 9 AM 7 PM | Off: 1 Rotational (Sat/Sun working) Salary: 17K25K Net + Incentives up to 70K Requirements: Min 6 months outbound telesales (BPO/Banking/Insurance) Good English & Hindi, Age 20–30, HSC/Graduate Immediate Joiners only Training: 3 Days For interview scheduling, you are requested to share your CV via WhatsApp or connect with HR Dhanashri at 7796426785

To provide and ensure the timely and high-quality service and deliverables to the cluster clients for funds clients allocated to you and your team. Main person who is accountable, has ownership of deliverables. Concentrates in engaging and developing teams and individuals. Expected to perform review of core processes, complex ad hoc work and all other client requirements. Provides consistent feedback on accuracy and timeliness of outputs made by their team Responsible in assisting in the review and/or preparation and completion of NAV and Financials of the private equity funds that include recording journal entries, monthly/quarterly/annual financials, processing payments, investor notices and various client reporting. Responsible in assisting in the review and/or preparation and completion of capital call and distribution workings along with notices and release to respective investors. To facilitate and assist with conversion of Private Equity Funds from other accounting applications to Investran. To facilitate and assist with onboarding new Private Equity Funds in the accounting platform (Investran/Paxus). This entails assisting in the review and/or preparation of all/and complex reporting requirements, such as but not limited to financial statements, working papers/ management accounts, partner statements and ad-hoc client deliverables. Spends most of the time in driving results based on the KPIs (ex. Quality and Timeliness, Error Report, Increased Productivity and Lowers Overtime, among others) and optimizing the work performance of the team. To facilitate and assist various accounting and administration processes of complex clients and conduct all work in accordance with IQ-EQ India Global Client Delivery's policies and procedures. As a supervisor, the Assistant Manager leads, organizes, coordinates, develops, monitors the performance, delegates tasks and responsibilities to team members. Core Responsibilities Working closely with Net Asset valuation (NAV) team Review the reports made by the NAV team Handling the liaison administration activities Responsible for review of Financial Statements with Disclosures, NAV reporting and other ad-hoc service requests for complex funds and/or corporate clients. Responsible for the preparation of complex reporting requirements, when necessary. Manages and ensures the timely and accurate deliverables of the team. Acquire knowledge to become specialists of their designated clients' requirements and deliverables. Ensures and champions compliance by following procedures and checklists following SSAE and other similar statutory requirements of the clients they handle. Provides guidance and coaching to the team in both technical and non-technical aspects of their role. Seeks knowledge and expertise for their own professional development. Initiates the development of the technical competencies of their teams by providing feedback on their deliverables and endorsing them to the appropriate learning & development activities. Directly liaises with the cluster counterparts of upcoming deliverables and the progress thereof, queries and other dependencies to carry out the work. To be able to effectively communicate and relate with the various stakeholders of the team. Submits cluster client requirements after thoroughly being reviewed. To act as an alternate for Managers based on business needs which may include cluster client responsibilities, administrative tasks, and team management. Tasks & Duties Cluster Client Delivery Acquires and shares specialized knowledge and understanding of the clients’ agreements, Scope of Work (SOW), SLA’s and other necessary information needed to review and/or prepare deliverables. Confirms that the complete information, data and supporting documents are received for the review/preparation of the needed requirements, then escalates and requests from the cluster counterparts any missing information. Ensures the delivery of consistent and quality information within the agreed timeframes of the team. Coordinates with the cluster the deadlines (and any changes) of deliverables then plans and assigns the workload within the team. Facilitate the request for support from peers, as needed. Prepare (if needed), completely review, and ensure the quality of the assigned clients’ deliverables within the agreed timelines. To be knowledgeable with the components of the reports generated by the appropriate platform/s, when necessary. Reviews the reports generated by the team. To be able to review outputs and all other deliverables prepared. Monitors all review comments for all clients have been addressed. Monitors that their team takes full ownership and replies to cluster/Client/Investor’s queries within 24 hours. Addresses any job-related issues and concerns in a timely manner and escalates to the appropriate authorities, as needed. Communicates review comments to the team and then follows up to address pending comments for preparers. Monitors and oversees the interpretation of the requirements of the client and in some instances, does the research and validates in the absence of an Accountant. Drafts error reports/compliance cases by collecting information on the root cause then proposes the corrective actions and preventive measures in a timely manner. Gathers and organizes the information needed for the quarterly debrief meeting with the cluster to review the team's performance. This includes consolidating review comments and action points to watch out for the following quarter. Decides the proper treatment for transactions when differences in points of view arise, and escalate recommendations to appropriate authorities, as needed. Decides on escalated recommendations and if necessary, escalate to SMEs/Manager or technical team. Standardizes and optimizes the efficiency of the process of their funds. Workflow Management Ensures timesheets are completed daily and accurately filed for all hours worked. Reviews and approves timesheets of their team and ensures they are completed daily and accurately filed for all hours worked in a timely manner (of their SA's). Reviews and pre-approves filed overtime of their team (SA's). Sets up, monitors and updates all deliverables via the workflow planner in a timely manner. Oversees the accuracy and completeness of the workflow planner for the team. Systems Understands and uses best practice on accounting platform/s. Understands and becomes knowledgeable on how to generate reports using reporting platform/s. Risks Champions compliance by ensuring relevant procedures, checklists and SSAE requirements are adhered to and completed to mitigate errors. Report any breaches, complaints, or errors to appropriate authorities in a timely manner. Acquires knowledge of risk factors and potential breach. Monitors and oversees drafts reports and compliance cases with root cause information. In the absence of a Senior Accountant, will draft the error reports/compliance cases, corrective actions and preventive measures based on collected root cause information in a timely manner. Other May undertake any additional tasks and/or responsibilities as part of their professional development which may or may not be related to their specific function. Escalate any other work-related issues and concerns to the appropriate authorities in a timely manner. Participate in interviews, as needed. Key behaviours we expect to see In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following: Drives Results - Consistently achieving results, even under tough circumstances. Optimises Work Processes - Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement. Directs Work - Providing direction, delegating, and removing obstacles to get work done. Builds Effective Teams - Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals. Resourcefulness - Securing and deploying resources effectively and efficiently. Collaborates - Building partnerships and working collaboratively with others to meet shared objectives. Courage - Stepping up to address difficult issues, saying what needs to be said. Develops Talent - Developing people to meet both their career goals and the organisation's goals. Persuades - Using compelling arguments to gain the support and commitment of others. Business Insight - Applying knowledge of business and the marketplace to advance the organisation's goals. Builds Networks - Effectively building formal and informal relationship networks inside and outside the organisation. Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders. Decision Quality - Making good and timely decisions that keep the organisation moving forward.

Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the role: .The role of the candidate is to ensure that the Company complies with laws relating to secretarial function as well as maintaining the highest standards of corporate governance. He/ She will also act as a point of connection between the Secretarial function and other functions, company shareholders, and the Company’s senior management team. Expectations/ Requirements: Handling Compliances including SEBI compliances, Companies Act, RBI compliances, NBFC compliances, Core Investment Company. Handling Compliances, secretarial functions, foreign direct investments, overseas investments, fund raising, joint ventures and business restructuring. Act as a point of connect between the Secretarial function and other functions, company shareholders, and Company’s senior management team. Liaisoning with external regulators and advisers such as lawyers, auditors and stock exchanges on which companies’ shares are listed. Development and implementation of processes/ systems to ensure good governance and management of the organization. Handling proficiently meticulous in secretarial documentation. Superpowers/ Skills that will help you succeed in this role: Minimum 10 years of experience having worked as the Company Secretary with a reputed organization. Minimum 4-5 years of experience working with a Listed Company. Experience in conducting Board/ Committee/ General meetings, executing and advising on big corporate transactions and ensuring corporate law. Proficient and meticulous in secretarial documentation. Education: Member of the Institute of Company Secretaries of India (ICSI) Desired Candidate Candidate worked as the Company Secretary in Secretarial function with previous experience of 5 years with listed company(ies) will be preferred. Why join us 1.A collaborative output driven program that brings cohesiveness across businesses through technology 2.Improve the average revenue per use by increasing the cross-sell opportunities 3.A solid 360 feedback from your peer teams on your support of their goals 4. Compensation: If you are the right fit, we believe in creating wealth for you With enviable 500 mn+ registered users, 21 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story!