1486 Trade Jobs - Page 6

SUMMARY About the Client: Client is a global IT solutions company specializing in delivering simple and scalable solutions to address complex business problems.Client started with the mission to provide Economic as well as Efficient software solutions. We firmly believe in the credibility and scalability of Digital Transformation. Our services are focused on Mobility Solutions,Customer Support and BFSI/ Mortgage domain. Job Opening: SPE / SME - Commercial Lending (Loan Operations) Exp: 2 - 7 yrs The Loan Operations team is responsible for managing Corporate & Syndicated Loans, Commercial Real Estate (CRE), SBA Loans, and related transactions. The team handles various tasks including loan processing, trade settlement, risk management, documentation review, and client servicing to improve operational efficiency and cater to evolving client needs. Key Responsibilities: Deal Closing: Conduct pre-closing review of credit approvals, loan documents, compliance, due diligence, and funding mechanics. Deal Booking: Review legal documentation, structure loan parameters, and ensure compliance with credit & pricing policies. Deal Funding: Process Fed wire payments, legal fee payments, and fee distribution to syndicate banks. Deal Review: Perform quality review of loan setup, legal agreements, and compliance documentation. Deal Servicing: Manage funding, rollovers, interest rate changes, billing, payoffs, collateral releases, and client requests. Secondary Loan Trading: Execute loan trades via assignment on term loan and revolving credit facilities. We are seeking experienced professionals in Commercial Lending & Loan Syndication to join our dynamic team! Requirements Requirements: Proven experience in commercial lending and loan syndication. Strong understanding of loan processing, risk management, and compliance. Excellent communication and client servicing skills. Ability to work effectively in a dynamic and fast-paced environment.

POSITION DESCRIPTION TITLE: Derivative Systems Analyst - Sr Associate LOCATION: Hyderabad The Derivative Systems Analyst is responsible for the analysis, design, and testing of complex applications and system integration processes supporting Clients Investment Management Technology Team. This role supports strategic investment initiatives and ensures recommended solutions are aligned with business and Client IT strategies while adhering to relevant technology standards. Responsibilities: Application support and maintenance in a DevOps/Agile delivery model Implement, test, and support derivative accounting configurations and integrations based on business requirements Responsible for documentation of the technical design based on the non-functional requirements Contribute to best practices and standards for advanced derivative configurations and business processes Perform impact analysis on various proposed technical solutions Contribute to and review test strategy and test plans Participate in complex derivative accounting testing Participate in design review sessions Clarify and resolve design related issues with developers Highlight potential and actual issues effectively and work through to the appropriate resolution Required: Experience supporting and configuring a derivative accounting system Calypso experience strongly preferred including a strong understanding of: Business functionality and workflows by derivatives product type through a trade lifecycle including collateral management and UMR/SIMM calculations Calypso task station and scheduled tasks Reporting framework Counterparties, custodians, and tri-party agent processes and configurations Regulatory UMR/SIMM calculations, tax, accounting and compliance rules and processes and configurations SWIFT messages processing and configurations Data-uploader and CDUF data file mapping and configurations Calypso API functionality/capabilities and the ability to develop to use the API Market and static data (reference data loads) processing and configuration Bloomberg and IHSMarkit knowledge User provisioning / role management set up and management Ability to support integrations with third party systems (SWIFT, MarkitWire, FXAll, TriOptima, AcadiaSoft, etc.) Calypsos Gridmapper development/updates (XML mapping) and support Testing to support calypso and third-party vendors monthly releases and/or new features Daily L3&4 production support and incident management Bachelor’s degree or higher in computer or business-related field 2 or more years of experience with designing and implementing complex solutions Demonstrated experience in solution design Strong collaboration skills with the ability to work in a team-based environment including employees, vendors, including awareness of Agile work/collaboration concepts third-party contractors Proven ability to provide technical leadership and guidance to less experienced team members Strong understanding and adherence to IT SDLC and operational best practices Preferred: Cloud certifications Calypso v16 CDUF file format SQL, XML, .NET, TWS, SFTP, MFT, JIRA Knowledge of the SDLC, development patterns, and best practices Knowledge of data governance and data management technologies and methodologies

Job Summary: We are seeking a detail-oriented and experienced Senior Accountant to manage the companys accounting operations, compliance requirements, and financial reporting. The ideal candidate will have a strong command over statutory requirements (TDS, GST, etc.), hands-on experience with accounting tools like Tally / Zoho Books, and the ability to independently manage day-to-day finance functions for a small to mid-sized organization. Roles and Responsibilities: Manage and maintain general ledger accounts. Handle day-to-day accounting activities including bookkeeping, invoicing, billing, and bank reconciliations. Prepare and consolidate monthly, quarterly, and annual financial statements (P&L, Balance Sheet, etc.). Ensure compliance with TDS, GST, Income Tax, PF, ESI, and other regulatory requirements. Process payroll entries and coordinate with HR/payroll systems. Oversee accounts payable and receivable processes. Monitor and manage cash flow, budgets, and financial forecasts. Assist in internal and external audits with proper documentation and accuracy. Liaise with banks, vendors, statutory bodies, and consultants. Maintain accurate and updated records for taxation, payroll, and other financial entries. Suggest and implement improvements for efficiency and automation in financial processes. Maintain compliance with RBI, STPI, and other export norms where applicable. Support filing and processing related to DGFT, Trade License, Gratuity, Professional Tax, and Labour Laws. Key Skills Required: Proficiency in Zoho Books Strong command over MS Excel (VLOOKUP, Pivot Tables, etc.) Knowledge of Accounts Payable, Accounts Receivable, and General Ledger Experience in Financial Reporting, MIS reporting, and Bank Reconciliations Working knowledge of GST, TDS, PF, ESI, PT, Trade License, Labour Law, and Service Export Norms Basic understanding of RBI, STPI compliance, and DGFT processes High attention to detail and accuracy Strong analytical, problem-solving, and organizational skills Good interpersonal and communication skills Ability to work independently and handle multiple priorities Tools & Software: Zoho Books, MS Office (Excel, Word) Familiarity with government portals for GST, TDS, EPFO, ESI, and MCA filing

About the Role: Grade Level (for internal use): 09 The Role Commodity Chemicals Analyst The Team You will be working with a global analysts team supporting the commodity chemicals experts all over the world to conduct research and analytics work for the related industry and market. Maintain Chemical Assets database for producer and chemical capacity information. The Impact You will work as part of the newly developed workflow and with newly launched systems to contribute to the supply-demand model of specific value chains. Maintain and update the data required by the model, including but not limited to capacity, trade and demand. Whats in it for you Abundant training programs and self-development opportunities Diversity and inclusiveness in the workplace Group term life insurance and additional medical coverage, Paid holidays and leaves Responsibilities: Persistent, with a natural curiosity about chemical market fundamentals and technical details. Update Chemical Assets database to reflect changes. Efficiency, accuracy, and attention to detail are essential since data changes will go live to clients on a daily basis. Support subject matter expert, explaining the relationship between feedstocks, supply, demand, and trade flows. Expert status in Microsoft office and advanced excel. Working knowledge of Power BI, SQL and/or Python is a plus. Ability to structure, format, and present raw/calculated Excel data in a clean and efficient manner. Responds to client requests/inquiries for data and analysis. Adept at managing multiple tasks and adhering to regular deadlines. Able to adjust priorities throughout the day. Works well in a global team environment, focusing on collaboration and adapting to the needs of a diverse team. Being a team player is a vital aspect of the position, and it is expected that the candidate will work well individually, as well as in a global team environment. Displays well-rounded communication skills that implement good listening techniques, clear, concise writing style, and good verbal skills. The ability to communicate across a wide range of groups and personalities internally and externally. What Were Looking For BA/BS or MS in Chemical Engineering, Chemistry, Economics, Business, or other numerate discipline preferred. Equivalent experience within the chemical industry also considered. Prior experience with 1-5 years of full-time working, preferably in a detail-oriented environment Fluent in English Knowledgeable in chemical and petrochemical industry is a plus About S&P Global Commodity Insights At S&P Global Commodity Insights, our complete view of global energy and commodities markets enables our customers to make decisions with conviction and create long-term, sustainable value. Were a trusted connector that brings together thought leaders, market participants, governments, and regulators to co-create solutions that lead to progress. Vital to navigating Energy Transition, S&P Global Commodity Insights coverage includes oil and gas, power, chemicals, metals, agriculture and shipping. S&P Global Commodity Insights is a division of S&P Global (NYSESPGI). S&P Global is the worlds foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the worlds leading organizations navigate the economic landscape so they can plan for tomorrow, today.For more information, visit http://www.spglobal.com/commodity-insights . Whats In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technologythe right combination can unlock possibility and change the world.Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global. Health & WellnessHealth care coverage designed for the mind and body. Continuous LearningAccess a wealth of resources to grow your career and learn valuable new skills. Invest in Your FutureSecure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly PerksIts not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the BasicsFrom retail discounts to referral incentive awardssmall perks can make a big difference. For more information on benefits by country visithttps://spgbenefits.com/benefit-summaries

Overview This position will be part of the Quaker Foods organization. This position contributes to the success of the Quaker by supporting the sales customer team(s). The Trade Admin will work with members of the Quaker Field sales customer team(s) to achieve sales growth and profit objectives (Volume, Net Revenue, Profit both for PepsiCo and the Customer). This will be achieved through building effective relationships with the customer team and maintain planning models in Sales Planner/Prosper, drafting contracts and entering them into customer systems, and performing other support activities for customer-facing roles. Responsibilities Building effective relationships with the customer team is critical to success and therefore requires the Analyst to link with key contacts within the customer team to ensure strong customer based execution of tactical programs. Building and maintaining Sales Planner/Prosper planning models and communicating changes to internal finance staff to ensure alignment Ensuring that aligned calendar events that require adjustments are entered into all applicable systems in a timely manner (Sales Planner/Customer Portals) Ensuring contracts required for TPA contract verification are drafted accurately compared to the new or adjusted events, submitting contracts into customer systems, as required Becoming aware of business trends, economic conditions, customer developments, competitive activities, historical category learnings etc. to help make recommendations to customer teams Manage expectations through verbal and written interactions with customer teams Ensure delivery of accurate and timely data in accordance with agreed service level agreements (SLA) Work across multiple functions to aid in collecting insights for action-oriented cause of change analysis Ability to focus against speed of execution and quality of service delivery rather than achievement of SLAs Recognize opportunities and take action to improve delivery of work Implement continued improvements and simplifications of processes, standardization of reporting and optimal use of technology Create an inclusive and collaborative environment Qualifications Bachelors in commerce/business administration/marketing or Finance, Masters degree is a plus

Overview This position will be part of the North America Beverage organization. This position contributes to the success of the Pepsi Beverages Company by supporting the sales customer team. The Deduction Analyst will manage the settlements for Trade Promotions. The role will work on analysing, calculating and validating the payments and deductions. Deduction analyst will work with dedicated Market team to review the payment invoices and processing deduction and payments on TPM. The role will be responsible for accurate calculation on payments due, identifying and raising any variances. Responsibilities Processing and reconciliations of Payments/Deduction invoices and monitor approvals from Stakeholders and its timeliness Invoice analysis, breakdown by segmentation and ensure timely closure of tactics post payments and manage trade Spend in respective accounts. Communicate Risks and Opportunities to Sales team /Control/Finance. Validate Tactic pricing with Pricing Grids for any discrepancy in accruals and invoice Payments and funding tracking for vendors Manage expectations through verbal and written interactions with internal teams that includes sales, Finance and Control Ensure delivery of accurate and timely payment data in accordance with agreed service level agreements (SLA) Implement continued improvements and simplifications of processes, standardization of reporting and optimal use of technology (Automation) Qualifications Experience of 2-4 years (for L03) Bachelors in commerce/business administration/marketing or Finance, Masters degree is a plus Prior Fast Moving Consumer Goods (FMCG) company experience preferred Analytical Skills: Good data skills and ability work through large data sets CommunicationStrong communication skills and collaboration skills Strong written and verbal communication skills Excellent organisation and prioritisation skills Proactive, responsive and results driven Highly proficient in Microsoft Office especially Excel and PowerPoint

Transfer Agency Trade Processing Team Business- AML/KYC Role Title- Associate/Senior Associate The Transfer Agency Department provides Fund Administration services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Individual/You should be able to perform quality reviews for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc, based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelor’s degree in commerce is desired. 1-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelor’s degree in commerce is desired. 1-10 years of relevant experience Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision is made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page . If you are looking to take that next step in your career and are ready to work for a high performing organization, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address. neha.j-pandey@apexgroup.com Website address https://theapexgroup.com

Discuss recently released guidance or changes in common approach during team meetings. Individual/You should have a working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be able to perform quality reviews for all entity types. i.e. Corporates, foundation/ Charities, institutional Investors, designated bodies etc., based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be accountable for BAU, Remediations and Periodic review service delivery of Investor KYC ensuring service level agreements are met. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Mentor and ensure smooth induction of new hires in the process. Participate in team discussions to provide feedback and recommendations in order to improve quality performance of the associates and senior associates on a regular basis. Reach the quality and production target. Report/escalate any quality, production, and system-related issues. Work extensively with various teams across global locations to fulfill an entity’s KYC requirements as mandated by compliance and regulatory standards. Transfer Agency Trade Processing Team Business- AML/KYC Role Title- Specialist/Supervisor The Transfer Agency Department provides Fund Administration Services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. A positive attitude and team spirit is a must. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelor’s degree in commerce is desired. 10-12 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills – Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelor’s degree in commerce is desired. 10-12 years of relevant experience Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Transfer Agency Trade Processing Team Business- Dealing Role Title- Senior Associate The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environments Key duties and responsibilities Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement Identify and resolve problems within the defined procedures Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval Expected to work on initiatives/Ad-hoc requirements as per business needs Should be able to work independently but also need to be a good team player. Should be able to identify process gaps & need to work as a trouble shoot Ability to support, guide & train other team members Should have the ability to understand & handle complex queries Strong domain knowledge is essential & understanding of TA business.es Well versed with preparation and review of SOPs/Process flow charts Able to identify & implement various process control Provide innovative ideas for process enhancements Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled Ability to prioritize multiple tasks by utilizing effective time management skills. Qualification and Experience Prior Transfer Agency processing experience is required Bachelor’s Degree in Commerce is desires 5-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables Ability to navigate proficiently in a windows environment Strong knowledge of Microsoft excel & word Ability to write messages in a clear and concise manner Ability to read, write & speak English proficiently Strong research, resolution and communication skills Interpersonal skills - Relationship builder, respectful and resolves problems Communication skills - Presentation skills, listening skills, oral & written communication skills Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required. Bachelor’s degree in commerce is desires desirable. 5-10 years of relevant experience Ability to work under pressure and should be able to handle multiple projects. A good understanding of effective risk management & it’s execution. Effective verbal reasoning and numeric skills Excellent planning and organization skills The candidate should be able to understand the intricacies of TA business & it’s impact on other related functions Career with Apex A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Website address: https://theapexgroup.com DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Transfer Agency Trade Processing Team Business- AML/KYC Role Title- Senior Associate The Transfer Agency Department provides Fund Administration services to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environment. Key duties and responsibilities Individual/You should be able to perform quality reviews for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc, based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelor’s degree in commerce is desired. 2-15 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelor’s degree in commerce is desired. 5-10 years of relevant experience DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Job brief Responsible for ensuring timely and accurate processing of timesheet corrections and missing timesheets.. This role involves managing timesheet discrepancies, supporting HRO , employees and project teams on OTA entries reconciliation processes, collaborating with internal and external stakeholders to resolve issues. The position is integral to maintaining up-to-date OTA or timesheet records and ensuring compliance with financial policies. Follow established policies, procedures, and management guidance. Manage the daily end to end OTA activities ensuring timeliness and meeting all required SLA. Work closely with the team, team lead/manager and relevant offshore and onshore teams within OTA Tower in reaching goals and accomplishing the team vision. Responsibilities & Duties Accurately post and process the missing timesheet correction and time adjustments across regions in ERP systems. Process review and reconciliation of the missing timesheets a Investigate and OTA discrepancies such as missing timesheets, oracle adjustments. Collaborate with internal teams (e.g., PA, billing) and customers to address payment issues. Document and escalate unresolved discrepancies as needed. Assist in month-end close activities, including cash reconciliation and reporting. Generate and analyze accounts receivable reports to identify trends or irregularities. Support audits by providing relevant payment and cash application records. Identify opportunities to improve cash application processes and contribute to the implementation of best practices. Work with IT and finance teams to optimize system functionalities for cash application. Act as a point of contact for customer payment inquiries and related issues. Coordinate with treasury and bank teams for payment-related clarifications Qualifications Bachelors degree in accounting/finance or equivalent relevant courses. 4+ years of relevant professional experience in cash application Advanced knowledge and understanding of accounting standards and procedures and internal controls. Proven experience as a cash applications or similar role Excellent skills in investigating/researching payment history/details Knowledge of billing procedures and collections Proficiency knowledge of MS Office and databases Comfortable working with targets Patience and ability to manage stress Able to handle difficult or irate stakeholders Problem-solving skills Very keen to details Ability to work independently and contribute to broader team objectives Ability to multitask and manage time amid multiple deadlines

Title : Required. Demantra Technical & Functional Consultant Demantra Technical & Functional Consultant Req ID: 322789 We are currently seeking a Required. Demantra Technical & Functional Consultant Demantra Technical & Functional Consultant to join our team in Bengaluru, Karntaka (IN-KA), India (IN). Oracle Techno- Functional resource in Oracle Demantra with minimum of 10 years of overall Oracle Applications experience that includes atleast 1-2 implementation experience Well versed across core Demantra Modules"“ Demand Management, Advanced Forecasting, Real-time S&OP, Predictive Trade Planning, Trade Promotion Optimization, and Deductions and Settlement Management Hands-on implementation or support experience of Oracle Demantra modules Good knowledge on integration modules like Inventory ,ASCP,Order Management, shipping ,Transportation, Procurement etc.. Ability to translate business requirements into workable standard or custom solutions Ability to written /analyse sql script to query the Demantra data Very good written and verbal communication skills Experience on providing multi-country, multi-business unit support to clients Prepare test, training scripts, functional specification documents etc. per AIM - Application Implementation Methodology Experience on creating Oracle Service Requests for code-fix, data-fix, product bugs etc. and tracking them to closure Certification from Oracle University on Oracle Demantra certification in Oracle EBS R12 would be an advantage Prior experience on using incident management tool and familiarity with ticket status like User Wait, Testing etc.

Req ID: 321604 We are currently seeking a Trade Finance Test Consultant to join our team in pune, Mahrshtra (IN-MH), India (IN). A Trade Finance Test Engineer is responsible for ensuring the quality and reliability of software related to trade finance operations, including developing and executing test plans, identifying defects, and collaborating with development teams to resolve issues. Key Responsibilities: Test Planning and Execution: Develop and execute test plans, test cases, and scripts for trade finance systems. Conduct functional, regression, and integration testing. Ensure test coverage for all critical trade finance functionalities. Defect Management: Identify, document, and report defects to the development team. Collaborate with developers to resolve defects and ensure timely fixes. Track and manage defects throughout the testing lifecycle. Trade Finance Knowledge: Possess a good understanding of trade finance concepts, processes, and documentation. Be familiar with import/export procedures, remittances, and relevant regulations. Understand different types of trade finance instruments (e.g., letters of credit, bills of exchange). Collaboration and Communication: Work closely with business analysts, developers, and other stakeholders. Communicate test results, defects, and progress updates effectively. Participate in sprint planning and daily stand-up meetings (if working in an Agile environment). Tools and Technologies: Familiarity with testing tools and methodologies (e.g., ALM/BANCS, Jira). Experience with test automation tools (e.g., Selenium, Cucumber) is a plus. Basic understanding of databases and SQL.

The Opportunity Our client is a leading global provider of asset and wealth management solutions. They provide investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high net-worth families create and manage wealth. At NTT DATA, we know that with the right people on board, anything is possible. The quality, integrity, and commitment of our employees are key factors in our company"™s growth, market presence and our ability to help our clients stay a step ahead of the competition. By hiring the best people and helping them grow both professionally and personally, we ensure a bright future for NTT DATA and for the people who work here. NTT DATA, Inc. currently seeks a "Sr. Executive" to join our team in "Gurgaon". Position's General Duties and Tasks Sound knowledge of Website Development, Content Mangement, Website Editing, Creating Dashboards, Reporting etc. Sound knowledge of various tools like - HTML, DHTML, ASP & JAVA etc. Good understanding and ability to articulate current role / functional process; Computers Graduate with 1+ years of experience in Content Management Role Analytically sound with sense of urgency and ownership The resource will be required to communicate with the client and third parties primarily through emails- - Reasonable verbal communication skills - Excellent writtent communication skills - Should be ready to work odd hours - Excellent MS-office skills The Company NTT DATA Services is a top 10 global services company and part of the NTT Group, a Fortune 29 telecommunications and services company based in Japan. We operate with 60,000 professionals in 36 countries. Every day around the world we help clients explore new ways to respond to market dynamics with flexibility and speed, reduce costs with less risk, and increase productivity to enable growth. For more than 30 years, our Business Process Outsourcing (BPO) team has implemented the processes and technologies for our clients that bring about real transformation for customers of all sizes. Our end-to-end administrative services help streamline operations, improve productivity and strengthen cash flow to help our customers stay competitive and improve member satisfaction

Role Description The primary goal is to Perform Account Reconciliation for the client across multiple portfolios Responsibilities Performing daily end to end cash reconciliation activities that includes conducting analysis and recording transactions Identifying reasons for variances in cash/assets through bank & custody statements and other supporting data. Interacting with designated internal teams, bank, custody and advisors for missing trades /corporate actions/ other transaction items Following up on actions for pending transactions/incorrect booking with trade team/bank/custody. Verifying prices and income, rate of interest etc. depending upon the security being booked through Bloomberg or other market data services and provide appropriate back-ups. Reporting the issues to supervisors and seek support on an immediate basis Performing administrative functions related to monthly closing and valuations. Developing and maintaining a solid working knowledge of the financial services industry and of all products, services and processes performed by the team

Req ID: 322788 We are currently seeking a Demantra Technical & Functional Consultant to join our team in Bengaluru, Karntaka (IN-KA), India (IN). Oracle Techno- Functional resource in Oracle Demantra with minimum of 10 years of overall Oracle Applications experience that includes atleast 1-2 implementation experience Well versed across core Demantra Modules"“ Demand Management, Advanced Forecasting, Real-time S&OP, Predictive Trade Planning, Trade Promotion Optimization, and Deductions and Settlement Management Hands-on implementation or support experience of Oracle Demantra modules Good knowledge on integration modules like Inventory ,ASCP,Order Management, shipping ,Transportation, Procurement etc.. Ability to translate business requirements into workable standard or custom solutions Ability to written /analyse sql script to query the Demantra data Very good written and verbal communication skills Experience on providing multi-country, multi-business unit support to clients Prepare test, training scripts, functional specification documents etc. per AIM - Application Implementation Methodology Experience on creating Oracle Service Requests for code-fix, data-fix, product bugs etc. and tracking them to closure Certification from Oracle University on Oracle Demantra certification in Oracle EBS R12 would be an advantage Prior experience on using incident management tool and familiarity with ticket status like User Wait, Testing etc.

The Role The Trading Product Manager will collaborate with the other Trading Product Managers and Trading Product Leads to help guide the vision for Trading, OMS, and IBOR products. We are building this product suite anew and collaborating with our design team to improve the advisor/trader facing workflows and build engaging experiences that scale. You will execute product vision, implement strategy, and collaborate with a cross-functional team in a manner that improves their efficiency and productivity. What You’ll Do Possess a solid understanding of Trading, Rebalancing, and OMS systems used in the US and European wealth management industry. You understand trading products in terms of their users, business value, technical landscape, data, vendors, and can relate these to other areas of the Addepar ecosystem. Document and communicate goals for the product and drive an innovative product roadmap that conveys the team vision and goals to our clients. Build consensus with the team to prioritize and define increments of work based on level of effort, interdependencies, and other relevant criteria Assist in adjusting strategy in response to changing company, business, market, and technical needs. Identify appropriate users, partners, competitors, and market trends from which to elicit input and draw inspiration Who You Are Minimum 8+ years of relevant work experience and education in product management, software development, user workflows, and efficiently leading teams. Fundamental knowledge in finance, trading, and investments, specifically with trading for wealth management firms. Ability to communicate finance domain knowledge, problems and knowledge well both in person and in writing for internal development and sales teams as well for clients and 3rd party data partners. Ability to partner with engineering to define the functional and technical implementation to tackle a business problem. This includes understanding of high level data development concepts, data modelling and the ability to write and review technical requirements documents. Practical knowledge of agile thinking and lean practices; project management, and a strong ability to guide teams through project iterations. A superpower for identifying the appropriate tools, people and techniques to accomplish objectives

Your day at NTT DATA The Client Manager is a seasoned subject matter expert. This is a quota-bearing sales persona and is primarily responsible for taking full ownership of assigned accounts and manages and grows relationships to drive expansion and renewals across all solution areas. This role is able to do so by leveraging company's tools and methodologies to analyze the clients situation and business requirements. This role possesses advanced planning skills to coordinates the interaction of a number of company role-players in different geographies during the sales engagement. The Client Manager displays strategic thinking capabilities, a high level of business acumen and deep knowledge of the latest trends in terms of technology sales methods and approaches. What you'll be doing Key Responsibilities: Manages and grows relationships to drive expansion and renewals across all solution areas within assigned regional clients. Builds relationships and influences stakeholders. Works with and through company's network of offices to deliver an excellent client experience in each relevant market. Realizes revenue and margin targets and maximizes sales opportunities through connecting client needs with company offerings and solutions. Develops and drives organization strategy with local client managers within assigned regional accounts. Uses engagement skills to establish account strategies with key stakeholders (focus of power, focus of receptivity, focus of dissatisfaction). Minimizes churn and maximizes retention in assigned accounts. Use company's sales tools (for example, Salesforce.com) and methodology to effectively manage the accounts, opportunities, pipelines and forecast. Be fully aware of and understand the International Trade Policy. Meets or exceeds quota targets through comprehensive account management. Grows the profitability, revenues and client satisfaction levels for companys regional clients portfolio. Drives passionately for client satisfaction throughout the entire lifecycle of the clients buying process, by taking ownership for the commercial agreement for each client. Generates demand by assisting clients to identify current needs (turning clients implied needs into explicit needs), and then effectively articulating how company can add value through services and solutions. Approaches the management of the account in a systematic way by identifying the strategy which will be used to develop and grow the account profitably. Performs vulnerability analysis of company's position in comparison to that of competitors and vendors to ensure the clients requirement is at the heart of the proposed solution. Positively influences and enables financial control, governance and compliance in a region throughout area of specialization to prevent and reduce financial costs. Acts as first point of contact for client issues. Knowledge and Attributes: Sales business acumen. The skills supporting successful selling through organizational and business outcome mindset. Success will require focusing on planning, leveraging tools and data, and concentrating on company business requirements. Developing the skills to understand the clients business (including commercial and financial aspects) in order to bring value to them from the company's portfolio of services. Sales client engagement and management. The skills used to effectively manage and analyze the client throughout the client lifecycle, with the goal of improving client relationships and driving sales growth. Success will require detailed understanding of client needs, effective sales planning, and building trust, all while managing to client expectations. Developing the skills required to know the client, building effective and lasting relationships with them and to be seen as a trusted advisor. Sales solution skills. The knowledge of the companys offerings, client applications, use cases and market trends and the skill to apply them to individual client and prospect situations that positions the sales team member as an expert client advisor. Success will require the ability to link company offerings, including high-value services to specific client and prospect needs and outcomes. Sales pursuit. The skills and knowledge that enable a sales team member to create success by identifying and advancing opportunities at assigned prospects and clients. Success will require both individual ownership as well as accountability for coordinating internal and external resources in order to close sales opportunities. Academic Qualifications and Certifications: Bachelor's degree or equivalent in business or a sales related field. Relevant vendor certifications would be advantageous Required Experience: Seasoned experience in a global partner management role. Seasoned experience in a sales environment and/or customer service role. Seasoned experience in the IT or professional services industry with a focus on business development and/or sales. Seasoned experience in driving alignment to a common vision and working across multiple stakeholders to achieve sales growth. Seasoned sales orientation with experience working with clients and business teams to create sales-orientated solutions and services. Seasoned experience gained in a similar client manager role. Seasoned experience working with Salesforce.com contact platform. Workplace type : On-site Working

Assets Servicing Job Location:Gurgaon, Bangalore and Mumbai Shift Time:2:00 PM-11:30 PM JOB DESCRIPTION: Responsibilities: Hands on experience with asset servicing, processing of paydown, interest and corporate actions for bonds- both mandatory and voluntary corporate actions. Hands on experience of using Bloomberg / Refinitiv / DTC for checking trade tickets, accrued interest, corporate actions etc. Good to have knowledge on deal documents for private bonds. Good to have knowledge on waterfall payments. Reconcile cash and positions across all funds on daily basis using DUCO platform Work across multiple groups to troubleshoot technical and accounting. Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Custody / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP and participate in training program Liaise with global teams and support ongoing projects, system integration, perform UAT, as needed Review and action incorrect PNL changes in the system (Geneva) vs Thirdparty or Day over day changes. Understanding of Accounting knowledge like PNL, Realized and Unrealized, FX PNL, Accrued Interest / Daily Interest on the various asset class like Bonds, Pvt Deal etc Review Deal Document / Credit Agreements / Notices for the asset setup in Geneva Desired Candidate Profile: Knowledge of Private Deals / Bonds Processing experience of using Geneva as a tool for booking capital activities, bond paydowns and interest (both fixed and variable bond) Reconciliation experience of Cash and Position using DUCO or any other Recon platform Hands on experience of processing activities manually in Geneva related to Credit events. Good to have knowledge on private placements, Bloomberg, Refinitiv/DTC, Bond Trade lifecycle Awareness of Agents Banks, Trustees and Custodian role in supporting Private Credit assets Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) with high proficiency in Microsoft Excel Highly motivated and the ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines The profile involves effective communication across Clients' facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed

About The Role : Job Title:Sr. Analyst Location:Gurgaon, India About The Role :: Candidates will gain exposure to a wide range of industries and investment structures. As a result of the breadth of the experience, candidates will develop a unique understanding of companies, capital structures, and credit markets. Responsibilities: Analyzing investment guidelines and interpret them to build logic-based rules to implement into automated investment compliance system for monitoring. Deliver daily/monthly/quarterly compliance reports to PM team for the new violations across all investment policies. Support onshore team by assisting them in post trade compliance monitoring activities across all the investment strategies. Assist in identifying the data governance and data reconciliation issues. Must be good with people management skills, must have on papers experience Qualifications: Bachelors degree with a preference to advanced degree or progression towards CFA/FRM/CAIA 4-6 years of relevant experience in investment compliance monitoring with an exposure towards rule coding. Knowledge of guideline monitoring or coding in compliance systems e.g., Charles River, Bloomberg, LZ Sentinel, Aladdin or Clearwater Analytics would be an added advantage. Good to have experience in querying database and analyzing large data sets Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed

About The Role : Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Reconciliation Job Location:Gurgaon, Bangalore and Mumbai Shift Time:2:00 PM-11:30 PM JOB DESCRIPTION: Responsibilities: Hands on experience with asset servicing, processing of paydown, interest and corporate actions for bonds- both mandatory and voluntary corporate actions. Hands on experience of using Bloomberg / Refinitiv / DTC for checking trade tickets, accrued interest, corporate actions etc. Good to have knowledge on deal documents for private bonds. Good to have knowledge on waterfall payments. Reconcile cash and positions across all funds on daily basis using DUCO platform Work across multiple groups to troubleshoot technical and accounting. Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Custody / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP and participate in training program Liaise with global teams and support ongoing projects, system integration, perform UAT, as needed Review and action incorrect PNL changes in the system (Geneva) vs Thirdparty or Day over day changes. Understanding of Accounting knowledge like PNL, Realized and Unrealized, FX PNL, Accrued Interest / Daily Interest on the various asset class like Bonds, Pvt Deal etc Review Deal Document / Credit Agreements / Notices for the asset setup in Geneva Desired Candidate Profile: Knowledge of Private Deals / Bonds Processing experience of using Geneva as a tool for booking capital activities, bond paydowns and interest (both fixed and variable bond) Reconciliation experience of Cash and Position using DUCO or any other Recon platform Hands on experience of processing activities manually in Geneva related to Credit events. Good to have knowledge on private placements, Bloomberg, Refinitiv/DTC, Bond Trade lifecycle Awareness of Agents Banks, Trustees and Custodian role in supporting Private Credit assets Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) with high proficiency in Microsoft Excel Highly motivated and the ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines The profile involves effective communication across Clients' facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed

Wipro Limited (NYSEWIT, BSE507685, NSEWIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at www.wipro.com. Trade Support Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Trade Support Trade Support Trade Support Team is responsible for Bookings, Confirmation & Settlement of Bonds and Term Loans Products. Team is responsible for multiple activities for Middle office and Back-office operations. Team support settlement Activities for DTC, FED, Euroclear, CEDEL Market, ClearPar for Term Loan. Trade Support closely work with Data Governance and Asset Servicing Team. Also Responsible Post settlements activities such as Failed Trades and Claims Management, Also ensuring Timely matching of unconfirmed Trades from Previous business day. About The Role * This role is primarily responsible for managing end to end trade Support activities e.g. Trade Bookings/Confirmation/Settlements activities for DTC/ Euroclear/Fed and CEDEL Market. Ensuring all Trades are booked on time in Order Management System, Confirming all Trades with CPTY On T+0, on VD+2 ensure all trades are pre-matched and settled on good value date. Resolving daily issues and challenges come across in Trade Support Process. Also, Responsible for working on Term Loan Settlement process using various tools e.g., ClearPar, Geneva. Mandatory skills*- o Understanding of Investment Banking and financial products e.g. Bonds, equity, Term Loan etc. o Sound understanding of Fixed Income Products, Equities. MM and Derivatives Products. FX, OTC trade processing background with risks and controls surrounding this function. o Good understanding of trade life cycle. o Excellent verbal and written communication skills and effective interpersonal skills. o Ability to work under pressure with excellent attention to detail, o Ability to multitask, prioritize o liaison with Stakeholders, Counterparties, Custodian, Front Office and trading desk, o Experience / working knowledge of Trade support Activities for Fixed income market. o Escalation of critical risks & non-compliance with policies, standards, and limits Work Timings* o EMEA/US – Should be flexible o Process Timings12:30 PM to 4:30 AM o Note - Candidate should be flexible to work in Night shift, Night shift is core requirement. ? Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs ? Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks ? Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed 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 Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Preferred Candidate Profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition Location- Across All Delhi NCR region / New Delhi / Gurgaon Interested Candidates Directly Reach out at amisha.agrawal @v-konnect.com Call / WhatsApp on 8109429473

Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Preferred Candidate Profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition Location- Across All Delhi NCR region / New Delhi / Gurgaon Interested Candidates Directly Reach out at amisha.agrawal @v-konnect.com Call / WhatsApp on 8109429473

At Iron Mountain we know that work, when done well, makes a positive impact for our customers, our employees, and our planet. That s why we need smart, committed people to join us. Whether you re looking to start your career or make a change, talk to us and see how you can elevate the power of your work at Iron Mountain. We provide expert, sustainable solutions in records and information management, digital transformation services, data centers, asset lifecycle management, and fine art storage, handling, and logistics. We proudly partner every day with our 225,000 customers around the world to preserve their invaluable artifacts, extract more from their inventory, and protect their data privacy in innovative and socially responsible ways. Are you curious about being part of our growth stor y while evolving your skills in a culture that will welcome your unique contributions? If so, lets start the conversation. About the role... As a "Senior Executive - Imaging Operations" at Iron Mountain, your primary responsibility is to manage scanning and digitization projects at customer site and IMI facilities, supervise and manage working team on ground aside vendorised staffs, plan for seamless, qualitative and on-time delivery for projects adhering by the scope of work, managing sign offs for POC (Proof of Concept), UAT (User Acceptance Tests), WCC (Work Completion Certifications) and assisting vertical leads in attaining monthly, quarterly, annual revenue targets. You should be open-minded and collaborative to various scopes of automation, integration of advanced technology into projects, and savvy to scanners / production imaging equipments. Qualifying Criteria... - Target oriented and self motivated team player with deep understanding of scanning, digitization, metadata, DMS (Document management system), workflow management and automation of repetitive tasks. - Must have previous experience of handling scanning and digitization projects with inhouse and vendorised teams. - Trade experience of minimum 2-5 yrs engaging team size of 50+. - Deep understanding of Google Sheets and MIS reporting is highly required. - Educational background: Graduate is must, MBA in Operations will be preferred. - Should have good knowledge of production scanners (ADF/ Overhead/ Flatbed / BookEye etc). - Must be a customer oriented thinker willing to relocate as per project requirements. - Proven track record from the digitization trade will be preferred. Category: Operations Group