872 Sme Jobs - Page 35

About The Role SME is a part of Wholesale Banking that manages lending business for Small & Medium enterprises with a turnover between 50 to 500 CR. The business is the fastest growing vertical within Wholesale Banking at Kotak and has been growing at a fast rate with a base of 3000 + customers. Wholesale Banking SME Acquisition Relationship Manager Grade Manager/Senior Manager/Chief Manager Job Responsibilities of Acquisition Relationship Manager in SME Business: To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based (Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX) Collaborate with banks"™ internal channels as well as open market sourcing for lead origination To understand customer"™s business model, appraise financials to identify suitable opportunities. Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding. Ensure closure of deferrals & compliance to bank"™s audits and statutory requirements. To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team. Job Requirements: Chartered accountant/MBA, Should have 2-10 yrs. of relevant experience, Must have knowledge of various SME banking products along with Analytical and financial skills Ability to Influence/Relationship management Skills Strong communication(Written and Oral), Eye For detail NTBs - Value, Count, PF, FX Income Lead generation and sourcing - Channels/Open Market/DSAs/SFG Deals Credit appraisal Cross-sell - Franchise & KLI/KGI Handover to Portfolio Managing existing portfolio Generate Trade/CMS/Fx Fees NTBs - Value, Count, PF, FX Income, NTB enhancement/Group co. Lead generation Open market Credit Appraisal Cross-sell - Franchise & KLI/KGI

About The Role : Job TitleRelease Coordinator - Associate LocationPune, India Role Description The Release Coordinator drives and support deployment activities for projects, releases and helps deliver production Implementation adhering to Banks compliance policies. The Release Coordinator also ensures coordination between multiple stakeholders, Projects and 3rd party development teams to facilitate riskfree deployments. These services are provided to assist the organization in achieving the intended outputs and outcomes of the relevant projects and programs. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy, Best in class leave policy. Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Change Management : Acts as Change Initiator to create Changes for Prod deployment Ensure Quality in Change requests and focus to reduce noncompliant status of changes. Coordinate efficiently between IT application owner, Vendor and SME to ensure efficient and fast approval process. Send communication for Prod implementation Request Approval to IT Application Owner and SME Change Management Meeting Change Management Meeting sheet preparation by coordination with developers/testers Chair Change Management meeting in order to mitigate the risks and bottleneck situations in release. Release Test: Release Test Calendar preparation Release test coordination and monitoring (including Prod implementation request preparation for Prod file upload, job execution etc) Coordination with Business for Release Test status. SDLC Process: Software Development Life Cycle (SDLC) Release Management ID creation and update. Coordinate with SDLC Support to close Open verification task within Release Management ID Test Evaluation Report: Test Evaluation Report Creation and update. Test Evaluation Report Approval request to Business and IT Application Owner Release Handover: Prepare Release Handover Sheet for IT Application Owner Drive monthly Operating Instruction update and Transition call Your skills and experience General Skills Experience in supporting projects. Having understanding of Banking domain knowledge is added advantage. Focus to streamline release process between different application and Implement Release automation. Knowledge about the core processes / tools such as HP ALM, Jira, Service Now, Excel and Power Point. Initiate opportunity and plan DevOps in release management process. Good knowledge of MS Sharepoint and the ability to manage document structures for projects. Fluent English language skills. German language skills are welcome. Customer and service orientation to support communication with team resources and customers. Performance and productivity orientation to promote high-quality results. Profound analytical problem-solving abilities. Demonstrates personal support to the achievement and maintenance of a high-performance culture in which people management and development is a key priority. Demonstrates personal commitment to support colleagues within the team. Demonstrates personal commitment to the Banks values. Customer and service orientation to support communication with team resources and customers. Performance and productivity orientation to promote high-quality results. Profound analytical problem-solving abilities. Demonstrates personal support to the achievement and maintenance of a high-performance culture in which people management and development is a key priority. Demonstrates personal commitment to support colleagues within the team. Demonstrates personal commitment to the Banks values. How we'll support you Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs. About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Power BI architect / SME to join our team in Bangalore, Karnataka (IN-KA), India (IN). Data Modeling & Transformation Develop and manage complex data models and transformation processes using Power Query and DAX to ensure smooth and efficient reporting capabilities. Report Development Design, develop, and deploy interactive Power BI reports and dashboards that provide actionable insights and align with business requirements, ensuring visual consistency and performance optimization. Collaboration & Stakeholder Engagement Collaborate with business stakeholders across various departments to gather requirements, provide training, and support the adoption of Power BI solutions within their functions. Performance Optimization Analyze and optimize Power BI reports to improve load times and performance, utilizing best practices in query folding, data import strategies, and report design. Technical Documentation Create and maintain comprehensive documentation for data models, development processes, and report specs to facilitate knowledge sharing and onboarding of new team members. Platform Administration Manage Power BI service environments, including user access, data refresh schedules, and application workspace governance to ensure compliance and smooth operation. About NTT DATA NTT DATA is a $30 billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long term success. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies.Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one of the leading providers of digital and AI infrastructure in the world. NTT DATA is a part of NTT Group, which invests over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. Visit us atus.nttdata.com NTT DATA endeavors to make https://us.nttdata.comaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at https://us.nttdata.com/en/contact-us. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information, please click here. Job Segment Developer, Business Intelligence, Consulting, Technology

Req ID: 319521 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Avaloq SME to join our team in Pune, Maharashtra (IN-MH), India (IN). Hold a Master degree in Finance, IT or Engineering Have at least 9+ years of experience, including requirements engineering (gap analysis, deviations) and Avaloq module customization Hold the Avaloq ACCP Certification with Major in Core Technologies Feel comfortable with writing analysis documents and supporting test campaigns Ideally be an SME with eminence in at least one business or technical domain Understand the overall phases of the Avaloq software development / implementation lifecycle (full-cycle experience and / or knowledge of GIM implementation method is an advantage) Show strong knowledge in Avaloq parameterization Have a genuine interest in banking technology and be willing to be trained on other leading solutions, ultimately becoming an expert in Wealth Management platforms and shaping the future of our digital world Be able to leverage on your professional network within the Avaloq ecosystem Show excellent communication skills (both written and spoken) About NTT DATA NTT DATA is a $30 billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long term success. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies.Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one of the leading providers of digital and AI infrastructure in the world. NTT DATA is a part of NTT Group, which invests over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. Visit us atus.nttdata.com NTT DATA endeavors to make https://us.nttdata.comaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at https://us.nttdata.com/en/contact-us. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information, please click here. Job Segment Consulting, Testing, Technology

Have worked on S/4 HANA implementation/support Extensive experience and learning in SAP TM and interaction with the client SMEs. Dynamic experience of working in a team which is spread out geographically for a client.

WE ARE HIRING FOR LEADING INSURANCE FIRM/ SME ROLE / CLIENT SERVICING. MIN 3 YEARS IN BANKING OR INTERNATIONAL CUSTOMER SUPPORT MANDATORY (EXCELLENT COMMUNICATION AND WRITTERN SKILLS MANDATORY) CONTACT :- SARAN- 8095708201 AKHIL- 7795561822 JOB ROLE:-Position Summary Service Support Manager play a crucial role in • Managing customer support operations • Ensuring high-quality service delivery • Promoting customer satisfaction They combine technical expertise, leadership skills, and a customer-centric approach to drive excellence in service support within an organization. II. Primary Responsibilities • Act as the primary point of contact for the branch, providing comprehensive support • Responsible for end to end support of the policy lifecycle services • Participate in renewal review meetings alongside Producer, CSM and sales team • Support a team of 5-7 Client Service Managers at the branch • Take Proactive measures to initiate pre and post-renewal activities promptly • Monitor and follow up on triggered activities, ensuring their accuracy and timely completion • Handle queries effectively, aiming to minimize re-work at service center • Collaborates with branch to identify time consuming activities that can be offshored to service center • Foster and maintain a positive relationship with branch staff to enhance the overall customer experience III. Skills and Competencies • Excellent Written and Oral communication skills • Interpersonal skills • Proactive • Ownership and Accountability • Insurance domain knowledge • Logical thinking and decision making IV. Minimum Qualifications and Experience • Graduate with 3+ years of experience in an Insurance domain (P&C /BFSI) • Insurance certification – good to have • Transition/onboarding of service - good to have • SPOC - Single Point of Contact role for operations - good to have • Onshore travel experience – good to have

Opening : Fund Accountant Location : Malad , Mumbai Graduate From Commerce Background Experience : 6 months to 2 years Mode : Hybrid Direct Responsibilities Acquire complete understanding of NAV Calculation & its related functions with various parties involved. For example: Custody, TA, Pricing, Corporate Actions, etc. Become a SME (Subject Matter Expert) of the process by acquiring complete knowledge of NAV Calculation Processing & Review across all funds & instruments types. Ensure all reconciliation breaks in TA, Cash & Stock are validated and justified for each calculated NAV. Ensure NAV calculations are produced in a timely manner as per SLA. Completeness of NAV packs includes accurate report generation, timely delivery of reports, scanning & archiving. Adhere to Quality SLA of 98% & above while processing NAVs. Be proactive in resolving queries and escalate immediately to the supervisor on any issues/queries/escalations. Participate in preparation of Key/Standard Operating Procedures for each process migrated to Chennai. Consistently evaluate the documented procedures to ensure they are complete, accurate and up to date. Carry out other ad-hoc duties may arise from time to time, mainly on month ends & year ends. Contributing Responsibilities Monitor the respective group mail box and respond quickly to the queries. Adhere to timeliness and quality as stated in SLA. Ensure there is NO Financial impact/loss to the organization. Ensure ISAE 3402 checks are understood and followed. 100% compliance is must for all NAV packs. Act as a back-up in the absence of other team members. Ensure to minimize the unplanned leaves, especially during business critical days, like month end, rollover days and migration of new funds. Should come up with minimum one process improvement/automation initiative per quarter. To share the process/product knowledge with fellow team members. Technical & Behavioral Competencies Ability to communicate to others in a clear, articulate fashion. Good written and oral communication skills. Good listening and questioning ability. Be able to express ideas effectively in individual and group situations Ability to plan work ahead and to prioritize workload. Ability to work in an organized manner. Must have an attention to detail Generate creative solutions to problems. Always looks for ways to improve services and processes. Be able to adapt to markets and clients evolution. Contact us below mentioned mail: gauri.singh@kiya.ai - Send your update resume.

SUMMARY Consumer Lending JD Role:- Default Servicing and Management Specialist Location :- Chennai Notice :- Immediate to 30 Days Shift time :- Night Shift Experience:- SPE - 2-6 Years SME - 5-8 Years Skills required : We need candidates with experience in US consumer lending, including US cards or banking. US Consumer Lending - there are personal loans, educations loans, Auto loans anything non secured loans,Serving and Default servicing. Job Summary: As a Default Servicing and Management Specialist, you will be responsible for handling various aspects of default servicing and management for our client's US Consumer Loan business. This role involves working closely with the client's systems and processes to ensure accurate and timely updates related to bankruptcy, legal invoices, document management, repossession, judgment rescheduling, and lawsuit management. The ideal candidate to have experience in loan servicing, customer interaction, and legal procedures associated with loan defaults. Key Responsibilities: Collaborate with legal teams, recovery agencies, and stakeholders to resolve defaulted accounts. Support the collections process by reviewing accounts and providing recommendations for collection strategies. Work with repossession teams to recover assets (e.g., for auto-secured loans) as needed. Track borrower bankruptcy filings and update account statuses. Assist in preparing necessary documentation for legal proceedings related to default loans. Ensure all system records are accurately updated to reflect the latest status of default accounts. Maintain proper documentation for all account actions and communications. Generate reports on default loan statuses, settlements, and recovery efforts. Ensure compliance with relevant regulations and internal policies in all default servicing activities. Requirements Skills Required Fundamental understanding of loan delinquency, foreclosure, bankruptcy processes, and recovery strategies. Efficiently manage a portfolio of default loans, ensuring timely follow-ups and actions. Experience working with loan management systems to update and track defaulted loan accounts. Strong attention to detail and accuracy Excellent communication skills, both written and verbal Ability to work independently and manage loan portfolios Strong organizational and time management skills Flexible working hours required to accommodate different time zones of the employer Applies analytical skills to quickly and efficiently resolve any customer issues Maintain high-quality customer service standards Meet productivity and quality targets Collaborate with internal teams and external agencies to resolve account issues experience, including knowledge of foreclosure, bankruptcy, and consumer loans

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities Provide detail review and analysis of complex Private Equity & Hedge Fund partnership tax returns Work on multiple complex issues while communicating in a non-technical matter to facilitate communication between the client and the service team, all while managing risk for both the client and the firm Interact directly with clients handling questions, planning, concerns, etc. Develop, motivate, and train staff level and intern team members Performing, documenting, and summarizing research and conclusions regarding specific tax issues Remain up-to-date on current tax practices and changes in tax law Required Qualifications Bachelor's Degree in Commerce , Accounting or related field 4-5 years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm Must be eligible to sit for the CPA exam, CA, EA. Prior tax compliance & consulting experience serving Asset Management clients Working knowledge of tax code and technical aspects of tax preparation and compliance Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements Preferred Qualifications Masters of Accounting , Masters of Taxation or MBA preferred Active CPA, EA, CA. Proven track record managing client engagements from start-to-end At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/india.html . RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status ; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at careers@rsmus.com.

About The Role Job Details: Role: Senior Analyst - CLM| Full-time (FT) |Financial Markets Location: Pune-Maharashtra-India Shift Timings: APAC (6.30 AM IST to 3.30 PM IST) Specialism: Client Life Cycle Management (KYC) About The Role : As part of our APAC Private Banking Client Life Management function, you will be directly working with team to understand BAU functions. This role will include an end to end Client Life Cycle Management function nuances for HNI clients in Private Banking. The candidate must possess in-depth functional knowledge of the process area and apply it to operational scenarios to provide effective solutions. He/she must be able to identify discrepancies and propose optimal solutions by using a logical, systematic, and sequential methodology. It is vital to be open-minded towards inputs and views from team members and to effectively lead, control, and motivate groups towards company objects. Additionally, he/she must be self-directed, proactive and seize every opportunity to meet internal and external customer needs and achieve customer satisfaction by effectively auditing processes, implementing best practices and process improvements, and utilizing the frameworks and tools available. Goals and thoughts must be clearly and concisely articulated and conveyed, verbally and in writing, to clients, colleagues, subordinates, and supervisors. Job Responsibilities Understanding the end-to-end BAU functions assigned under Client Life Management. Seek to perform an independent activities and quality check of client profile updates during Lifecycle Management process, including Client Corporate Structure, Source-of-Wealth, Account Onboarding and Screening, Tax, FATCA, PEP, Sustainability Risk, Reputational Risk and Client Risk Score, to ensure adherence to regulatory requirements and Bank policies Be the Subject Matter-Expert (SME) in Focused Review processes, to assist with the implementation and delivery of continuous process/technology improvements Uphold the highest standards of control, always keeping data integrity and process controls in mind while carrying out day-to-day work Stay up-to-date with the latest regulatory, policy and procedural requirements, and take ownership of relevant procedural updates Report higher risk matters or regulatory questions to the Client Life Cycle Management Engage business partners in Back Office, Compliance and Operations regularly, to enable effective collaboration in day-to-day work Provide support for any regulatory & audit related reviews, and training/walkthrough of client onboarding process, as required Assist with the continuous operational improvements, in view of the changing operating and regulatory environment, and participate in projects in view of Clients strategic objectives and vision Minimum Qualifications- Bachelor's Degree in B. Com /BBM or Masters Degree in M. Com/MBA/PGDM 2 to 4 years' experience in Client Life Cycle Management within the financial services industry with experience in conducting due diligence. Sound business acumen - a practical and positive approach to meeting CDD/KYC requirements in a client facing environment. Knowledge of or experience in a professional services firm would be beneficial. Ability to independently research, analyze, and recommend solutions to close open items and discrepancies with client Outstanding analytical and investigative skills combined with the ability to navigate through ambiguity in a fast-paced, multifaceted environment Strong knowledge of client structures typically used within the financial services industry. Knowledge of and a drive to stay up-to-date with industry developments in CLM Strong verbal and written communicator with the ability to work as part of the client facing team and a track record for building positive relationships with colleagues. Who we are: eClerx provides critical business operations services to over fifty global Fortune 500 clients, including some of the worlds leading companies across financial services, cable & telecom, retail, fashion, media & entertainment, manufacturing, travel & leisure, software, and high-tech. Incorporated in 2000, eClerx is one of Indias leading process management and data analytics companies and is today traded on both the Bombay and National Stock Exchanges of India. eClerx employs 13,000-plus people across its global sites in the US, UK, India, Italy, Germany, Singapore, Thailand. About eClerx Financial Markets For financial organizations across the world, eClerx Markets offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges. With nearly two decades of industry experience, complemented by the application of smart automation and robotics, our team of experts deliver holistic solutions across the trade life cycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach. Disclaimer - eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.

About The Role Scope: Associate will be responsible for attending inbound calls from prospective customers and provide them information on clients products and convince them to buy the product over the phone. Responsibilities: Conducting outbound calls and explains the products & services to the targeted customers. Should be able to explain the products & services to the target customers Should be able to update the customer's expectation/queries for buying the product Ability to meet/exceed all revenue goals on a consistent basis Skilled at sales in "consultative" environment. Ensuring timely and professional responses to all queries received about the product Disposing the call outcome correctly every time Research and compilation of answers for informational requests from customers. Managing performance against benchmarks set internally as well as customer. Working within process scope boundaries. Participate in huddle sessions, share best practices. Working in close tandem with Asst. Mgrs, SME's & QAs on the process for an excellent team and process performance Maintaining and excelling the Customer Service Survey Scores Requirements 12"“ 36 months experience in an International outbound sales campaign through Phone. Should be open to work in graveyard shifts. Experience in inbound sales programs preferred. Excellent English verbal communication skills Excellent Computer Skills to capture data correctly Handle customer objections / obstacles & collect information Basic computer knowledge- MS Office familiarity with the internet environment Willingness to work 24X7 basis pre-published schedules. Understanding of Mobile Platforms such as Android, Windows, Apple, Blackberry etc. and Home Phones, Internet, TVs Understanding of Telecom plans such as Pre-Paid, Post Paid, Service Contract etc. Key Core Competencies: 1. Customer service AptitudeDisplaying the customer service aptitude by cooperating with the customer and understanding his needs and providing the best product/solution possible with patience and assertiveness. 2. Team workHighly flexible and willing to help when and where needed. 3. Quality FocusQuality focused & attentive to detail and analytical ability. Shifts- Graveyard (Window-11pm- 9am) Week Offs- Saturday/Sunday( May be subject to change as per business requirement

About The Role The ideal candidate must possess strong communication skills, with an ability to listen and comprehend information and share it with all the key stakeholders, highlighting opportunities for improvement and concerns, if any. He/she must be able to work collaboratively with teams to execute tasks within defined timeframes while maintaining high-quality standards and superior service levels. The ability to take proactive actions and willingness to take up responsibility beyond the assigned work area is a plus. Senior Analyst Roles & responsibilities: Responsible for managing multiple Middle Office and Regulatory support processes Independently managing middle / back-office operations for Investment Banks Preferable relevant work experience in a similar domain (Swap Data Repository Reconciliation) and team management skills Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build/enhance controls to prevent future escalations Participate in Middle Office/group level initiatives Responsible for ensuring Change Management and Process documentation is maintained in an updated fashion at all times Review and analyze trade data between risk and finance systems Investigate the genuine breaks for root cause and facilitate resolution and decision support, wherever necessary Provide support on the change and new business requests received from various RFDAR/non-RFDAR teams by assessing the business requirements, performing testing, providing SME support Apply data normalization methods such as filtering, standardization, enrichment, aggregation Create reports/metrics/analysis to cover the Daily / Weekly / Monthly requests Mailbox Management / Queue Management Build domain expertise Functional & Technical Skills: Bachelor's Degree in B. Com /BBM or Masters Degree in M. Com/MBA/PGDM 2 to 4 years of experience in Confirmations, Portfolio management, Settlements or equity Should have basic knowledge of finance, trade life cycle, investment banking, and derivatives High levels of energy enthusiasm, commitment and productivity, Proactive, effective influencer, result-oriented Should be good with logical and quantitative abilities to derive information from data Time management and ability to resolve issues speedily Above average in planning, organizing and time management

About The Role Job Details: Role: Senior Analyst - CLM| Full-time (FT) |Financial Markets Location: Pune-Maharashtra-India Shift Timings: APAC (6.30 AM IST to 3.30 PM IST) Specialism: Client Life Cycle Management (KYC) About The Role : As part of our APAC Private Banking Client Life Management function, you will be directly working with team to understand BAU functions. This role will include an end to end Client Life Cycle Management function nuances for HNI clients in Private Banking. The candidate must possess in-depth functional knowledge of the process area and apply it to operational scenarios to provide effective solutions. He/she must be able to identify discrepancies and propose optimal solutions by using a logical, systematic, and sequential methodology. It is vital to be open-minded towards inputs and views from team members and to effectively lead, control, and motivate groups towards company objects. Additionally, he/she must be self-directed, proactive and seize every opportunity to meet internal and external customer needs and achieve customer satisfaction by effectively auditing processes, implementing best practices and process improvements, and utilizing the frameworks and tools available. Goals and thoughts must be clearly and concisely articulated and conveyed, verbally and in writing, to clients, colleagues, subordinates, and supervisors. Job Responsibilities Understanding the end-to-end BAU functions assigned under Client Life Management. Seek to perform an independent activities and quality check of client profile updates during Lifecycle Management process, including Client Corporate Structure, Source-of-Wealth, Account Onboarding and Screening, Tax, FATCA, PEP, Sustainability Risk, Reputational Risk and Client Risk Score, to ensure adherence to regulatory requirements and Bank policies Be the Subject Matter-Expert (SME) in Focused Review processes, to assist with the implementation and delivery of continuous process/technology improvements Uphold the highest standards of control, always keeping data integrity and process controls in mind while carrying out day-to-day work Stay up-to-date with the latest regulatory, policy and procedural requirements, and take ownership of relevant procedural updates Report higher risk matters or regulatory questions to the Client Life Cycle Management Engage business partners in Back Office, Compliance and Operations regularly, to enable effective collaboration in day-to-day work Provide support for any regulatory & audit related reviews, and training/walkthrough of client onboarding process, as required Assist with the continuous operational improvements, in view of the changing operating and regulatory environment, and participate in projects in view of Clients strategic objectives and vision Minimum Qualifications- Bachelor's Degree in B. Com /BBM or Masters Degree in M. Com/MBA/PGDM 2 to 4 years' experience in Client Life Cycle Management within the financial services industry with experience in conducting due diligence. Sound business acumen - a practical and positive approach to meeting CDD/KYC requirements in a client facing environment. Knowledge of or experience in a professional services firm would be beneficial. Ability to independently research, analyze, and recommend solutions to close open items and discrepancies with client Outstanding analytical and investigative skills combined with the ability to navigate through ambiguity in a fast-paced, multifaceted environment Strong knowledge of client structures typically used within the financial services industry. Knowledge of and a drive to stay up-to-date with industry developments in CLM Strong verbal and written communicator with the ability to work as part of the client facing team and a track record for building positive relationships with colleagues.

About The Role Job Details: Role: Senior Analyst - Billing & Brokerage| Full-time (FT) |Financial Markets| Location: Mumbai- Maharashtra- India Minimum Academic Qualifications Graduation (B.Com./BBA/BBM/BCA) / Post Graduation (CA/M.Com./MBA/MCA/PGDM) Experience Span: 2 to 4 years of experience in manual brokerage or electronic brokerage platforms such as Atlantis, GMI etc. Process/Activities with Experience: Should have understanding of brokerage activities such as trade matching, invoice reconciliation, GMI rate update, trade affirmation on electronic platform, SSI update etc. Should have understanding of brokerage fee calculation and rate card review/update Should have working knowledge of electronic platforms such as Atlantis, GMI etc. Should have basic product knowledge for Fixed Income, Equity Swaps, Equity Options, FX Forward, FX Options Should able to communicate effectively with global counterparties and trade support groups to confirm settlement amount /resolve discrepancies & breaks Should have experience in either of these - LD brokerage, OTC Brokerage or electronic brokerage Ability to work under pressure to manage multiple deadlines & cut-offs throughout the day Should have hands on experience on Excel (Basic as well as Advance) Willingness to continuously learn, upgrade skills and stay relevant to business demands Should be able to work with teams across time-zones and cultures Should be organized, detail oriented, flexible, self-starter & highly motivated Should be able to act fast and decisively when dealing with critical situations- ability to read situations and act in minutes Should be good with numbers and ability to derive information from data Should be excellent multi-tasking, creative problem solving and a good team player Financial Products Knowhow: Commodity swaps, Equity Swaps, Equity Options, Credit Default Swaps, IRS etc. Tools/industry utilities Preferred hands-on & understanding of Atlantis (FIA Tech), DTCC, GMI etc. Reporting/Client Management: We follow a practice of managing reports & matrices within deadlines and with 100% accuracy. Understanding the requirements, data to be used & distribution list on the reports. Reporting the BAU & KRIs to senior management & client. We give utmost priority to our clients and their requirements, adhere to the requirements and follow a strict procedure of reporting Key Words - EGUS, Docs, Clearvision, GMI, Ransys, Listed Derivatives, Exchange Traded, Atlantis, ETD, ION, Execution commission, GPS, Egains Role and Responsibility: As part of our Brokerage team, you will be working with our client partners to improve processes and controls that build capacity and scale. Your role will be to execute process functions and liaise with Middle office and Brokers/clients for multiple OTC products. Supporting managers in handling daily issues and assume the role of a process SME. Handling and resolving queries related to settlement and confirmation by the data provided to you by the system & counter parties. Independently handle clients- establish self as a valued partner Independently handle all client escalations and lead mitigation steps to prevent future escalations Build domain expertise and lead from the front Training & mentoring Process Enhancement with improvement ideas

About The Role Role Purpose The role incumbent is focused on implementation of roadmaps for business process analysis, data analysis, diagnosis of gaps, business requirements & functional definitions, best practices application, meeting facilitation, and contributes to project planning. Consultants are expected to contribute to solution building for the client & practice. The role holder can handle higher scale and complexity compared to a Consultant profile and is more proactive in client interactions. ? Do Assumes responsibilities as the main client contact leading engagement w/ 10-20% support from Consulting & Client Partners. Develops, assesses, and validates a client’s business strategy, including industry and competitive positioning and strategic direction Develops solutions and services to suit client’s business strategy Estimates scope and liability for delivery of the end product/solution Seeks opportunities to develop revenue in existing and new areas Leads an engagement and oversees others’ contributions at a customer end, such that customer expectations are met or exceeded. Drives Proposal creation and presales activities for the engagement; new accounts Contributes towards the development of practice policies, procedures, frameworks etc. Guides less experienced team members in delivering solutions. Leads efforts towards building go-to-market/ off the shelf / point solutions and process smethodologies for reuse Creates reusable IP from managed projects ? ? ?

About The Role Role Purpose The purpose of this role to deliver great customer service/experience by effectively acknowledging, tracking, and prioritizing all client cases as per the regulatory guidelines, and ensuring resolution as per the defined SLAs, by allocating the same to the relevant support team. ? Do Ensure operational excellence through contract and regulatory compliance, effective case acknowledgment, tracking, prioritization, system updation, and reporting Acknowledge client cases as per the SLA’s defined in the contract Access client tool and log all incoming client cases accurately on the internal tool as per contract Accurately document all pertinent case information such as case number, case type, etc. of daily cases received Follow standard processes and procedures to track and prioritize all client cases Accurately update the internal tool with daily cases and forward the same to respective agents and QAs Access and maintain internal knowledge bases, resources and frequently asked questions to aid in effective case logging and prioritization Maintain and timely update internal tool for agents to speed up response time Identify red flags and escalate serious client issues to Team leader in cases of non-compliance and untimely resolution Ensure all client information, disclosures and regulatory changes are given to agents and QA’s on a regular basis Monitor compliance with service agreements to avoid legal challenges Share recorded case logs and status reports with clients and supervisors on a daily basis ? Deliver excellent customer service through effective understanding of client tool, accurate case logging and prioritization as per regulatory guidelines Serve as the primary point of contact for accessing cases pertaining to a specific client using designated client tool Develop deep understanding and use of client tool to effectively perform day today duties Access client tool and acknowledge to the client the receipt of the cases as per the SLA’s defined in the contract Accurately document all pertinent case information such as case number, case type, etc. on a daily basis for all cases received Prioritize cases on the levels of urgency and complexity as per the regulatory guidelines defines by the client Accurately extract case information and create an excel listing cases along with relevant information pertaining to the cases Maintain logs and records of all client cases as per the standard procedures and guidelines Collaborate with client and undergo trainings on any new regulatory guidelines for a particular client process and implement the same on all cases ? Ensure allocation and resolution of client cases as per the defined SLAs by accurately updating internal tools, training sessions on new regulations and regular reporting Ensure allocation of cases to agents and QAs by accurately recording all client cases on the designated internal tracking software Maintain tracker of all cases received along with the allocation information for reporting purposes Ensure all client cases are resolved as per the defined SLA’s and regulatory guidelines defined by the client Maintain and share the resolution status report with supervisor and client on a daily basis Share the hourly productivity update report with supervisors and clients on a daily basis Undertake client training on specific tool features and/or any other regulatory changes introduced by client/govt. Conduct training sessions for agents and QA ensuring the regulatory changes have been effectively communicated to all agents and QAs Ensure new regulatory guidelines are implemented all client processes to avoid penalties and non-compliance Liaise between the client and internal teams on escalations of serious issues and unique queries Follow up with agents and QAs to record feedback and ensure compliance to contract SLA’s and regulations Interact and engage with the client and internal stakeholders to communicate and update progress against a particular case ? Build capability to ensure operational excellence and maintain superior customer service levels for the existing client Undertake trainings to stay current with any new features, changes and updates on client tool Enroll in product specific and any other trainings per client requirements/recommendations Conduct training sessions for Agents and QAs on any new regulatory guideline that needs to be applied to any process urgently Identifying and document most common problems and recommend appropriate changes to the team leader Updates job knowledge by participating in self learning opportunities and maintaining personal networks Reinvent your world.We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention. Come to Wipro. Realize your ambitions. Applications from people with disabilities are explicitly welcome.

Role & responsibilities Generating leads and meeting potential customers to drive acquisition of new customers. Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list. Verify references and conduct necessary unit and security visits, completeness of documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity. Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines. Ensure overall achievement of individual targets. Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines. Create and execute necessary documents, MOD, filing ROC, CERSAI, etc. Ensure the creation of limits in core banking and the disbursal of sanctioned limits within timelines. Complete monitoring of the account on an ongoing basis until the next renewal. Maintain cordial relationship with the Branch for leads and servicing of the clients.

Role & responsibilities Generating leads and meeting potential customers to drive acquisition of new customers. Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list. Verify references and conduct necessary unit and security visits, completeness of documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity. Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines. Ensure overall achievement of individual targets. Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines. Create and execute necessary documents, MOD, filing ROC, CERSAI, etc. Ensure the creation of limits in core banking and the disbursal of sanctioned limits within timelines. Complete monitoring of the account on an ongoing basis until the next renewal. Maintain cordial relationship with the Branch for leads and servicing of the clients.

Role & responsibilities Generating leads and meeting potential customers to drive acquisition of new customers. Perform necessary KYC/customer validation / due diligence / market enquiry and collect required data / information as per check list. Verify references and conduct necessary unit and security visits, completeness of documents, review financials/bank statements for churn, bounces, and interest servicing and start the Login Activity. Do the necessary internal co-ordination to obtain sanction and issuance of sanction letter within the stipulated timelines. Ensure overall achievement of individual targets. Coordinate with panel advocates and engineers for title opinion and valuation of properties as per extant guidelines. Create and execute necessary documents, MOD, filing ROC, CERSAI, etc. Ensure the creation of limits in core banking and the disbursal of sanctioned limits within timelines. Complete monitoring of the account on an ongoing basis until the next renewal. Maintain cordial relationship with the Branch for leads and servicing of the clients.

The Opportunity: Pune (India) Avantor Business Center (ABC) Financial Planning & Analysis (FP&A) team partners with Avantor leadership teams in driving the Avantor Key Strategic Business Priorities. ABC FP&A team enables Avantor leadership team in effective decision making by providing timely, accurate and actionable insights globally for all the markets, regions, businesses, and functions. Finance Business Partner FP&A is a member of ABC Pune FP&A team and partner with global leaders both operations & finance in driving various key priorities such as IOP, Forecast, and month end performance analysis etc. by dealing with various functional areas of finance such as Revenue, Cost, margins, Working Capital & Capex etc. This position will also actively partner with multiple stakeholders including operations team on a day-to-day basis to meet the ongoing business requirements. Finance Business Partner is expected to act as process champion/Subject Matter Expert of the assigned area and proactively enable his/her business partners in effective decision making by providing necessary insights by assessing Past & Current performance of the business. The Finance Business Partner is accountable to deliver defined Service Line Agreements (SLA) of his/her role and assist Pune FP&A leadership team in managing the lean culture of the organization and create global impact through change projects that drive automation, standardization, digitization, and analytics. This position Works on highly complex assignments with extensive latitude for independent judgment. This position requires strong business partnering skills with in-depth finance business acumen, data management, reporting and analysis expertise, influencing and change management skills. The position reports to Manager/Team Lead of Financial Planning & Analysis at Avantor Business Center (ABC) Pune and will have matrix alignment with onshore business partners. MAJOR JOB DUTIES AND RESPONSIBILITIES (List in order of importance) Business Partnering Act as Finance Business Partner for Operations team, understanding the key priorities of business/function and Providing insights with forward-looking analysis and initiate discussions/reviews with business partners to enable them in taking key business decisions. Analyzing trends & providing proactive recommendations to the finance leadership team by highlighting potential business risks & opportunities. Partner with Finance/Operations leadership on ad hoc projects /reporting as per the ongoing business requirements. Assessing the existing KPI's/reports of assigned businesses/functions, identifying the gaps in current process, proposing necessary changes to business partners and playing an active role in implementing the proactive mechanisms in measuring & driving business results. Driving Key Processes Act as Subject Matter Expert (SME) of function/business and support leadership team in driving planning, forecasting, pricing & month end closures processes including but not limited to sales & margin analysis, customer & product analysis etc. Assisting Pune FP&A manager to set up FP&A framework. Working Closely with Finance/Operations leads and provide insights in all the key areas of finance including Revenue, Cost Of Sales, Margins, Opex/Capex & Working Capital. Prepare weekly/monthly Management Review decks for leadership team by highlighting the outliers, collobarating with operations/finance teams in understanding the drivers behind the variances, providing necessary commentaries on the business performance. Actively involve in performance review discussions with Finance/Operations leadership teams and providing necessary suggestions to the leadership team on the way forward approach. Assisting finance leadership in driving the key business-specificglobal initiatives . Operational/Functional Excellence Take a lead in establishing Global Standardized Reporting for various businesses/functions. Closely Working with leadership teams in adopting the ABS practices for finance. Collaborate with other team members, identify & implement process simplifications/ improvements. Adopt the best/standard practices across teams. Prepare necessary process documentation of all the deliverables and periodical review of the existing documentation and making necessary changes to ensure the latest business changes are incorporated. Prepare financial analysis for various what if scenarios and sensitivity analysis in analyzing the business impact. Mentoring Coach and mentor new team members to make them successful in their respective role by assisting them in new transitions, having knowledge sharing sessions etc. QUALIFICATIONS (Education/Training, Experience and Certifications) Master's degree in accounting or finance. CA/ICWAI/CPA/MBA Finance from reputed universities . Minimum 8-10 years of experience in finance and/or accounting related fields, preferably in MNC's Captive Finance Shared Services Organizations/Global Centers. Prior experience in Working with Pharma companies preferred. Six Sigma or Lean training preferred, but not mandatory. A working knowledge of the wide-ranging aspects of the finance such as FP&A, Accounting, Integrated Supply Chain & Costing. Experience in leveraging financial and business systems to monitor business activities and aid in decision making. KNOWLEDGE SKILLS AND ABILITIES (Those necessary to perform the job competently) Transformation mindset - Open to accept, adopt, absorb the change in way of working, structure, and Content. Comfortable working in a matrix environment with multiple stakeholders. Ability to work with executives, managers, and stakeholders from various regions/functions. Excellent interpersonal, communication, analytical skills; demonstrated leadership abilities, and the ability to manage multiple priorities of the leadership in a highly dynamic & fast paced environment. Ability to explain the business performance with the data. Computer Proficiency with strong ERP knowledge preferably SAP, MS Office, Tableau, Power BI, Alteryx, QlikView, SAC & AFO. Strong affinity with LEAN processes and tools. Strong interpersonal, communication skills. Independent, self-starter, highly motivated. . .

Must Haves Min 4+ years of experience in Developing and implementing standard operating procedures (SOPs) to streamline business operations. Experience in documenting data governance policy and SOP and act as SME on policy and governance. Experience in creating process flow, workflows, process mappings, flow chart, etc in Visio Ability to lead data governance initiatives, ensuring data quality and compliance with relevant regulations Jira and confluence documentation including RACI. Good communication skills Role & responsibilities 1) Good understanding of the BRD/FRD and what are their respective key componets 2) Gap Analysis and its key components- Practical knowledge of how he/she has performed Gap Anlysis in the past 3) Knowledge of Action plan post Gap Analysis( designing roadmaps, allocation of data/resources, Stakeholder engagement) 4) Practical knowledge of Kanban and how to work in an agile way in JIRA(Epic>Story>task>subtask) 5) Main principles of Data Governance/Steps involved in creating a Data governance framework 6) Basic understanding of ESG and how it plays a crucial role in Strategy, risk management, investment decisions and regulatory compliance) 7) Basic understanding of SQL/Visio/Process Workflow/Process Mapping/Workflow diagrams

Interested Candidate can contact Judith Mercy-HR Ph 9209402945 judith.mercy@efl.co.in Role & responsibilities Financial Analysis: Evaluate financial statements, credit history, tax returns, and other financial information to assess the financial health and creditworthiness of business loan applicants. Perform ratio analysis, cash flow analysis, and trend analysis to identify potential risks and opportunities associated with loan applications. Credit Risk Assessment: Assess the overall credit risk of applicants based on financial health, industry trends, market conditions, and other relevant factors. Make recommendations regarding credit limits, terms, and conditions for loan approvals, ensuring alignment with company policies and regulatory requirements. Loan Structuring: Structure loan proposals that meet the needs of borrowers while mitigating credit risk for the company. Collaborate with Relationship Managers and other stakeholders to develop tailored financing solutions that support business growth and profitability. Documentation and Compliance: Ensure all loan applications and credit proposals are accurately documented and comply with internal policies and regulatory guidelines. Conduct regular reviews and updates of credit files to maintain accurate and up-to-date information. Communication and Decision Making: Present credit proposals and recommendations to senior management and credit committees for approval. Communicate effectively with internal teams, customers, and external partners to gather information and resolve issues related to credit applications. Preferred candidate profile Candidate with min 5 years of experience as credit underwriter of BL/WC/Machine loans with ticket sizes up to 5 Cr. Perks and benefits Best as per industry standards