Location: Across India About Credit and Policy Group: Credit and Policy Group is an integral function of the bank and is responsible for credit underwriting of customers across Retail and Business Banking with a focus of 360 degree Banking. We have adopted an organisational model that will intensify our unified approach, to provide a holistic banking experience to our customer. The incumbent works closely with the Sales & Relationship teams to on-board value customers for the Bank. The role has a significant contribution towards capturing opportunities across customer segments. Role of a Credit Manager The incumbent is responsible for credit underwriting of customers across individual, business banking and rural ecosystems with a focus on 360 degree Banking. Through a superior service, delivery and transaction experience for customers, the Credit Manager gets an opportunity to capture the diverse 360 degree banking needs and offers solutions accordingly. The incumbent works closely with the Sales & Relationship teams to onboard value customers for the Bank. The role has a significant contribution towards capturing opportunities across customer segments. Primary job duties/responsibilities Undertake a comprehensive 360 Banking assessment of customers and offer right Banking solutions Undertake a thorough and comprehensive single window credit assessment process, which can serve as the enabler to offer right loan products to customers Undertake the credit assessment process within defined turn-around-time (TAT) Focus on delivering best in class service and transaction experience to customers in every engagement Consider key market nuances in the credit underwriting process Undertake comprehensive opportunity capturing while conducting credit assessment Keep a focus on creating high quality portfolio Manage the complete life-cycle of loan process, through credit application till disbursement Keep a track of market factors, indices, policies and regulations and identify the impact on credit portfolio and decisioning Ensure post disbursement documents and covenant management Work closely with internal teams such as legal, technical valuation, filed investigation, risk containment amongst others Monitor loan utilization, repayment capacity, adherence to policy/guidelines and loan covenants and other critical process and compliance checks Educational Qualifications: Candidate should have a Graduate degree with professional qualification of Chartered Accountancy, ICWAI or CFA. Alternatively, should be a CA/ICWAI-Intermediate, MBA-Finance with 2 years of experience or should have Graduate, Post-Graduate degree from a Premier institution preferably in Economics / Commerce / Business Administration or Finance with min 3 years of experience. Experience: Experience in credit underwriting, credit appraisal, finance, risk, audit will be preferred Should have an analytical bend of mind Basic knowledge of financing and financial statement Collaborative and orientation to work in cross functional teams Should have an orientation to learn Conceptual understanding of risk and risk mitigation strategies BasicOrientation for business and analytical acumen Basic understanding of financial analysis, balance sheet and profit and loss accounts Ability to assess impact of policies, rules and regulations on portfolio Strong communication (both oral and written) and negotiation skills Attention to detail Exposure to analytics would be an added advantage Ability to articulate own point of view

Location: Across India About Credit and Policy Group: Credit and Policy Group is an integral function of the bank and is responsible for credit underwriting of customers across Retail and Business Banking with a focus of 360 degree Banking. We have adopted an organisational model that will intensify our unified approach, to provide a holistic banking experience to our customer. The incumbent works closely with the Sales & Relationship teams to on-board value customers for the Bank. The role has a significant contribution towards capturing opportunities across customer segments. Role of a Credit Manager The incumbent is responsible for credit underwriting of customers across individual, business banking and rural ecosystems with a focus on 360 degree Banking. Through a superior service, delivery and transaction experience for customers, the Credit Manager gets an opportunity to capture the diverse 360 degree banking needs and offers solutions accordingly. The incumbent works closely with the Sales & Relationship teams to onboard value customers for the Bank. The role has a significant contribution towards capturing opportunities across customer segments. Primary job duties/responsibilities Undertake a comprehensive 360 Banking assessment of customers and offer right Banking solutions Undertake a thorough and comprehensive single window credit assessment process, which can serve as the enabler to offer right loan products to customers Undertake the credit assessment process within defined turn-around-time (TAT) Focus on delivering best in class service and transaction experience to customers in every engagement Consider key market nuances in the credit underwriting process Undertake comprehensive opportunity capturing while conducting credit assessment Keep a focus on creating high quality portfolio Manage the complete life-cycle of loan process, through credit application till disbursement Keep a track of market factors, indices, policies and regulations and identify the impact on credit portfolio and decisioning Ensure post disbursement documents and covenant management Work closely with internal teams such as legal, technical valuation, filed investigation, risk containment amongst others Monitor loan utilization, repayment capacity, adherence to policy/guidelines and loan covenants and other critical process and compliance checks Educational Qualifications: Candidate should have a Graduate degree with professional qualification of Chartered Accountancy, ICWAI or CFA. Alternatively, should be a CA/ICWAI-Intermediate, MBA-Finance with 2 years of experience or should have Graduate, Post-Graduate degree from a Premier institution preferably in Economics / Commerce / Business Administration or Finance with min 3 years of experience. Experience: Experience in credit underwriting, credit appraisal, finance, risk, audit will be preferred Should have an analytical bend of mind Basic knowledge of financing and financial statement Collaborative and orientation to work in cross functional teams Should have an orientation to learn Conceptual understanding of risk and risk mitigation strategies BasicOrientation for business and analytical acumen Basic understanding of financial analysis, balance sheet and profit and loss accounts Ability to assess impact of policies, rules and regulations on portfolio Strong communication (both oral and written) and negotiation skills Attention to detail Exposure to analytics would be an added advantage Ability to articulate own point of view

Location: Across India About Credit and Policy Group: Credit and Policy Group is an integral function of the bank and is responsible for credit underwriting of customers across Retail and Business Banking with a focus of 360 degree Banking. We have adopted an organisational model that will intensify our unified approach, to provide a holistic banking experience to our customer. The incumbent works closely with the Sales & Relationship teams to on-board value customers for the Bank. The role has a significant contribution towards capturing opportunities across customer segments. Role of a Credit Manager The incumbent is responsible for credit underwriting of customers across individual, business banking and rural ecosystems with a focus on 360 degree Banking. Through a superior service, delivery and transaction experience for customers, the Credit Manager gets an opportunity to capture the diverse 360 degree banking needs and offers solutions accordingly. The incumbent works closely with the Sales & Relationship teams to onboard value customers for the Bank. The role has a significant contribution towards capturing opportunities across customer segments. Primary job duties/responsibilities Undertake a comprehensive 360 Banking assessment of customers and offer right Banking solutions Undertake a thorough and comprehensive single window credit assessment process, which can serve as the enabler to offer right loan products to customers Undertake the credit assessment process within defined turn-around-time (TAT) Focus on delivering best in class service and transaction experience to customers in every engagement Consider key market nuances in the credit underwriting process Undertake comprehensive opportunity capturing while conducting credit assessment Keep a focus on creating high quality portfolio Manage the complete life-cycle of loan process, through credit application till disbursement Keep a track of market factors, indices, policies and regulations and identify the impact on credit portfolio and decisioning Ensure post disbursement documents and covenant management Work closely with internal teams such as legal, technical valuation, filed investigation, risk containment amongst others Monitor loan utilization, repayment capacity, adherence to policy/guidelines and loan covenants and other critical process and compliance checks Educational Qualifications: Candidate should have a Graduate degree with professional qualification of Chartered Accountancy, ICWAI or CFA. Alternatively, should be a CA/ICWAI-Intermediate, MBA-Finance with 2 years of experience or should have Graduate, Post-Graduate degree from a Premier institution preferably in Economics / Commerce / Business Administration or Finance with min 3 years of experience. Experience: Experience in credit underwriting, credit appraisal, finance, risk, audit will be preferred Should have an analytical bend of mind Basic knowledge of financing and financial statement Collaborative and orientation to work in cross functional teams Should have an orientation to learn Conceptual understanding of risk and risk mitigation strategies BasicOrientation for business and analytical acumen Basic understanding of financial analysis, balance sheet and profit and loss accounts Ability to assess impact of policies, rules and regulations on portfolio Strong communication (both oral and written) and negotiation skills Attention to detail Exposure to analytics would be an added advantage Ability to articulate own point of view

Location: Across India About Credit and Policy Group: Credit and Policy Group is an integral function of the bank and is responsible for credit underwriting of customers across Retail and Business Banking with a focus of 360 degree Banking. We have adopted an organisational model that will intensify our unified approach, to provide a holistic banking experience to our customer. The incumbent works closely with the Sales & Relationship teams to on-board value customers for the Bank. The role has a significant contribution towards capturing opportunities across customer segments. Role of a Credit Manager The incumbent is responsible for credit underwriting of customers across individual, business banking and rural ecosystems with a focus on 360 degree Banking. Through a superior service, delivery and transaction experience for customers, the Credit Manager gets an opportunity to capture the diverse 360 degree banking needs and offers solutions accordingly. The incumbent works closely with the Sales & Relationship teams to onboard value customers for the Bank. The role has a significant contribution towards capturing opportunities across customer segments. Primary job duties/responsibilities Undertake a comprehensive 360 Banking assessment of customers and offer right Banking solutions Undertake a thorough and comprehensive single window credit assessment process, which can serve as the enabler to offer right loan products to customers Undertake the credit assessment process within defined turn-around-time (TAT) Focus on delivering best in class service and transaction experience to customers in every engagement Consider key market nuances in the credit underwriting process Undertake comprehensive opportunity capturing while conducting credit assessment Keep a focus on creating high quality portfolio Manage the complete life-cycle of loan process, through credit application till disbursement Keep a track of market factors, indices, policies and regulations and identify the impact on credit portfolio and decisioning Ensure post disbursement documents and covenant management Work closely with internal teams such as legal, technical valuation, filed investigation, risk containment amongst others Monitor loan utilization, repayment capacity, adherence to policy/guidelines and loan covenants and other critical process and compliance checks Educational Qualifications: Candidate should have a Graduate degree with professional qualification of Chartered Accountancy, ICWAI or CFA. Alternatively, should be a CA/ICWAI-Intermediate, MBA-Finance with 2 years of experience or should have Graduate, Post-Graduate degree from a Premier institution preferably in Economics / Commerce / Business Administration or Finance with min 3 years of experience. Experience: Experience in credit underwriting, credit appraisal, finance, risk, audit will be preferred Should have an analytical bend of mind Basic knowledge of financing and financial statement Collaborative and orientation to work in cross functional teams Should have an orientation to learn Conceptual understanding of risk and risk mitigation strategies BasicOrientation for business and analytical acumen Basic understanding of financial analysis, balance sheet and profit and loss accounts Ability to assess impact of policies, rules and regulations on portfolio Strong communication (both oral and written) and negotiation skills Attention to detail Exposure to analytics would be an added advantage Ability to articulate own point of view

Who we are : Money. A subject that’s always on our minds. We go through a rollercoaster of emotions when it comes to money. That’s why at Jupiter, our mission is to enable people to improve their relationship with money. We are a financial services platform that leverages technology to offer our customers seamless and user-friendly products related to banking, loans, and investments. So whether it’s a savings account, credit cards, investments or payments, it's all on Jupiter. We also help users cut through the banking jargon, offer smart insights based on spending and provide users with a range of new-age features to enable and make sense of their finances. Our journey so far: Jupiter was founded in 2019 by Jitendra Gupta. Best known as Citrus Pay’s founder, Jiten found himself wondering why personal finance experiences were not customer-centric when everything else, like food ordering and entertainment, was. That’s how our journey began in 2019, with a simple, powerful idea: to create a modern, customer-centric experience that empowers individuals when it comes to their money. From our humble beginnings, we've strived relentlessly to make managing money easier. In 2021 when we launched, we had a waitlist with over 100,000 people eager to experience the world of Jupiter, and within 10 months, we crossed 1 million users. Today, we have 2.7 million + happy users on Jupiter. Our Insights feature today tells how much and where you’ve been spending automatically, even on your other savings accounts! Our Edge CSB Bank RuPay credit card is getting a lot of love for it’s head-turning transparent design, not to mention it being a rewarding experience. Our No-Penalty SIP and Daily SIP at Rs 10/- has helped scale our investments business and we have over 100,000 users investing on our platform to fulfill their money aspirations. We've embraced cutting-edge technology, harnessed the power of data analytics, and assembled a diverse team of creative thinkers and industry experts who share our vision for a more accessible, transparent, and inclusive financial ecosystem. We’re now looking for like-minded folks to join the crew. Who we're looking for : We are looking those who are passionate about data and enjoy testing hypotheses using it. He/she should have experience in Retail Unsecured Lending Risk Management, including credit cards and personal loans, with strong data visualisation skills and an analytical mindset, who excel at extracting insights from large and seemingly unrelated datasets, who are enthusiastic about designing and implementing a risk framework for a digital bank. Additionally, you are eager to utilise new technologies and data tools to develop risk controls, create accurate risk dashboards, and stay informed about ongoing developments. Roles and Responsibilities:. Implement and monitor credit risk strategies across the lending lifecycle - acquisitions, underwriting, limit management, cross-selling, and collections. Implement and monitor fraud risk controls. Deep dive into alternate data and evaluate data features for enhanced risk assessment and credit expansion. Help in shaping the omnichannel collections strategy and use data analytics to optimise collections efficiency. Actively coordinate with external stakeholders to ensure relevant insights are effectively utilised for credit decision-making. What is needed for this role: 2+ years of experience in Retail Risk management, especially in unsecured lending products. Quantitative credit/fraud risk experience (preferably Retail Credit). Strong SQL skills along with experience with Python. Bachelor's / Master's degree in Business Management, Economics, Statistics, Finance, Computer Science, Engineering, or another quantitative field. Why you should work with us: We are the ideal workplace for individuals with a founder's mentality, and we place a high regard on those who take ownership and see projects through to completion. We take pleasure in tackling meaningful problems by understanding pain points and developing intuitive experiences that delight customers. Emphasizing consent over consensus, we appreciate those who can participate in healthy conflict and are able to commit to every decision as if it were their own. In our relentless pursuit of excellence, we consistently set higher standards. If you crave continuous learning, growth, and improvement in a dynamic environment, choosing Jupiter is the right move. Our Process: We raise the bar with each hire, and evaluate our candidates to build a team of like-minded, passionate, ambitious owners. Once you apply you’re most likely to go through the following hiring process, certain roles may require more rounds. But here’s the gist - The Intro: Our recruitment team goes through all the applications we receive to find the best fit. We look for skills that would be the perfect addition to our team, and past work that can vouch for it. Two Way Street: An interview with the hiring manager. Do you like the role? What are your expectations? These are the answers we seek. Pro-tip: Ask lots of questions. Assignments may be given. Culture Matters: We don’t just value the skills we bring, we value the people we bring. This round is to see if you fit our culture & for you to find out if it works for you too. If yes, then we’re in business. If not, until next time! The Offer: The most crucial step - as far as we’re concerned. We roll out offers if we find a candidate has met all our expectations and can be a part of our crew! Want to know more about us? Hop onto the links below: Our values Our Team Our Journey What people are saying about us: - Funding Rupay Card Feature launch- Magic Spends Jupiter Money gets RBI nod for issuing PPI Sounds like you’d fit right in? Apply to our job using the link below! Show more Show less

Good day, We have an immediate opening for a Business Analyst . Job Role: Business Analyst Location: Synechron, Pune Experience: 5 to 12 years Notice Period: Up to 15 days About Company: At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honoured with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 13,950+, and has 52 offices in 20 countries within key global markets. For more information on the company, please visit our website or LinkedIn community. Diversity, Equity, and Inclusion Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and an affirmative-action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. Position Overview: We are seeking a highly experienced Business Analyst with specialized expertise in and portfolio management to lead the analysis, design, and delivery of a comprehensive enterprise lending platform. The successful candidate will act as a pivotal bridge between business stakeholders and technology teams, translating complex lending processes into technical requirements within an Agile framework. Key Responsibilities: Collaborate effectively with product owners, SMEs, and engineering teams to gather, analyse, and document detailed business and functional requirements specific to commercial lending operations. Facilitate discovery workshops and planning sessions to elicit comprehensive requirements, clarify product vision, and ensure alignment with business goals throughout project phases. Define and refine user journeys, acceptance criteria, and detailed specifications covering all aspects of lending processes, including facility setup, underwriting workflows, covenant monitoring, and compliance checks. Manage and prioritize the product backlog, ensuring that requirements are prioritized based on business value, risk mitigation, and technical feasibility to optimize delivery outcomes. Act as a liaison between local business teams in Abu Dhabi and offshore delivery units, ensuring clear communication and understanding of requirements and expectations across all parties. Support validation of delivered functionality through testing phases, including User Acceptance Testing (UAT), and participate in product demos for stakeholders. Ensure solutions comply with local regulatory standards and embed credit risk management and compliance considerations into the design and development process. Preferred Experience & Skills: 5 to 8 years of relevant experience in business analysis within commercial banking , credit risk , lending portfolio management domains. Deep understanding of the commercial loan lifecycle , including facility management, covenant monitoring, approval workflows, client risk assessments, and compliance/reporting requirements. Hands-on experience with Agile methodologies , particularly using tools such as JIRA and Confluence . Proven ability to translate complex business needs into well-defined user stories, functional specifications, and acceptance criteria. Strong analytical skills with a problem-solving mindset, capable of navigating ambiguity and driving clarity. Success Factors: A proactive Domain SME with strong facilitation skills and the ability to influence and align diverse stakeholders. Excellent communication and interpersonal skills to effectively articulate technical and business concepts to various audiences. Strategic thinker with the ability to prioritize and manage multiple requirements under tight deadlines. Join us if you are a driven, domain-savvy professional passionate about shaping the future of enterprise lending in a fast-paced, collaborative environment. To help us speed up the application process, kindly provide the following information at your earliest convenience: Tentative Date of Joining (if selected): Current Location: Preferred Location: Current Salary: Expected Salary: Reason for Change: Total Experience: Relevant Experience: Official email confirmation of Notice Period or Last Working Day: Primary Skills (Hands-on): Secondary Skills: Please share your updated resume by emailing me at amol.upade@synechron.com or contact me via WhatsApp at 9322922764. Show more Show less

· Underwriting Doctors for Claim Investigation Hiring by: Phoenix Assurance Pvt Ltd (on Role) for (Client) Aditya Birla Health Insurance company Background of the company: Phoenix group comprises of Phoenix Claim Solutions (Individual proprietorship firm)- since 2014 & Phoenix Assurance Pvt Limited- since 2019 based out at Ahmedabad, both companies aim to provide quality investigation related services to various leading insurance companies and Govt. Head Office : 1005 - 1006 10th Floor Shilp Zaveri Building, Ahmedabad, Gujarat 380015 Job Location: G Corp Tech Park, Sai Nagar, Anand Nagar, Thane West, Thane, Maharashtra 400615 Eligibility: BDS, BAMS, BHMS, MBBS (Fresher/ Experienced) Job Role & Requirements: 1. Medical/Life Underwriting within authority limits 2. Judicious assessment of risk through meticulous underwriting 3. Knowledge of medical underwriting guidelines/ regulatory aspects 4. In depth knowledge of medical terminology and body systems. 5. Ensure quality & accuracy of risk assessment (min score of 98%). 6. Ensure adherence to SLAs for underwriting process (TAT & accuracy) 7. To achieve set target for the day (60 to 80 as per volume) 8. Extended working hrs every Friday and last week of every month depending on business requirements. Job Timings: 9:30 AM to 7:00 PM Working Days: 6 days Working Joining: Immediate Contact Person: HR Executive: Pooja Kumari Mobile: 9142955670 Show more Show less

Good-day, We have immediate opportunity for QA Automation with 6 + years of expereince. Job Role: QA Automation Job Location: Kharadi Pune, Experience- 6 + years Notice Period : Immediate to 15 days About Company: At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’ s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 14,000+, and has 51 offices in 20 countries within key global markets. For more information on the company, please visit our website or LinkedIn community. Diversity, Equity, and Inclusion Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and an affirmative-action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. Job Description : We are seeking a talented QA Automation Engineer with expertise in Selenium Java, BDD, and Cucumber to join our dynamic team. The ideal candidate will be responsible for designing, developing, and executing automated tests to ensure the highest level of software quality. Proven experience as a QA Automation Engineer. Hands-on experience with Selenium WebDriver, Java, BDD, and Cucumber. Experience with version control systems like Git. Familiarity with CI/CD tools like Jenkins, Bamboo, or similar. Skills: Strong programming skills in Java. In-depth knowledge of BDD principles and experience with Cucumber. Excellent analytical and problem-solving skills. Ability to work independently and as part of a team. Strong verbal and written communication skills. Regards, Akshay Gurav Show more Show less

Company Description Shree Balaji Insurance Brokers Pvt Ltd is an IRDAI-approved direct insurance broker, focused on providing exceptional customer service and tailored insurance solutions. We offer expertise in mitigating risks and delivering comprehensive insurance services for SMEs and HNIs. Our well-established team includes underwriters, claim managers, and a dedicated customer support team, ensuring a one-stop solution for all insurance needs. We specialize in a range of insurance products, including Fire, Marine, Engineering, Liability, Employee Benefits, Health Insurance, Personal Accident, Vehicle Insurance, and Term Insurance for both individuals and corporates. Role Description This is a full time, on-site role for a Commercial Claim Manager, for our Gurgaon office. The Commercial Claim Manager will be responsible for handling and managing commercial insurance claims, ensuring efficient claims processing, and providing excellent customer service to clients. Daily tasks include reviewing claims for accuracy, liaising with clients and insurance companies, analyzing claims data, and preparing detailed reports. The role also involves collaborating with the underwriting and customer support teams to resolve complex claims issues. Qualifications Claims Handling and Claims Management skills Strong Analytical Skills and ability to assess claims data Comprehensive knowledge of Insurance policies and Insurance Claims processes Excellent written and verbal communication skills Detail-oriented and ability to manage multiple tasks efficiently Strong problem-solving skills and capacity to work collaboratively Experience in commercial insurance claims is advantageous Bachelor's degree in Insurance, Business, or related field is preferred Show more Show less

Company Description Kamal Fincap Pvt Ltd, also known as KFC, is a microfinance institution operating in both urban and rural areas. With its registered office in Jaipur, Rajasthan, and corporate office in Kota, Rajasthan, KFC provides microfinance using the JLG model as per the requirement of Yes Bank Limited. The company is led by a strong management team with significant experience in the microfinance industry. Role Description This is a full-time on-site role for a Loan Officer at Kamal Fincap Pvt Ltd located in Kota. The Loan Officer will be responsible for tasks such as finance management, underwriting loans, providing customer service, and loan origination on a day-to-day basis. Qualifications Loan Officers and Underwriting skills Finance and Loan Origination skills Customer Service experience Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Bachelor's degree in Finance, Business Administration, or related field Previous experience in a financial institution is a plus Show more Show less

Job Title / Role: Business Analyst - P&C Insurance Key Skills: P&C Insurance, SQL & Commercial LOB Experience: 10-15 years Location: Greater Noida & Pune Shift: 12:00 PM - 8:30 PM Mode: Hybrid Note: Candidates available to join immediately are preferred We at Coforge are hiring Business Analyst- P&C Insurance with the following skill set: Minimum 6 years experience working as a technical business analyst within the general insurance (Property & Casualty) industry, ideally within specialty commercial and London markets. Strong domain experience of Finance, underwriting and/or reinsurance highly desirable. Experience producing technical requirements as BRDs or user stories, requirements catalogues, process flows (Levels 1 to 4), gap analysis and impact assessment documents. Strong interaction and communication skills to quickly establish rapport with business and technical SME personnel at all levels. Excellent documentation skills to create clear business level definitions in diagrams and written form. Process Mapping (current and future state); development of data flow diagrams and entity relationship diagrams , other UML techniques. Understanding of regulatory landscape within which an insurance company operates. Able to work in a team and help assist other team members develop Business Analysis skills. Experience of working in an Agile cross-functional team. Excellent analytical and problem-solving skills. Strong presence and ability to interact with various levels of seniority within a client organization. Experience of the data warehouse development cycle and challenges posed by data quality. Highly desirable experience with data tools desirable, including SQL and SSRS. Prior BI development experience (ETL and Reporting). Hand on experience with SSIS, SSAS and SSRS. Show more Show less

Position: Area Sales Manager/Area Head/ Sr Area Head Location: Chennai Job Title: Area Head - Direct Distribution - Chennai About Renewbuy RenewBuy, launched in 2015, has rapidly become the 2nd largest Insure-Tech player in India. Our unique approach of digitizing the consumer journey through Agents has positioned us ahead of traditional and digital players. Offering Motor, Health, and Life Insurance, RenewBuy is on track to be a 2000 Cr annualized business with a dynamic team of 2500+ employees operating in 50+ cities. The company recently raised USD 40 million from Japanese insurance major Dai-ichi Life Holdings Inc. We are seeking to enhance our presence in 1000+ locations across the country and increase the agent base to 2 lac on our platform. CEO - Bala’s interview on CNBC https://www.facebook.com/cnbctv18india/videos/renewbuy-raises-45- million/492891631799242/ WEBSITE: renewbuy.com JOB DESCRIPTION - Why This Job Is Amazing This role offers a creative vision and an opportunity to make a significant impact. As a Relationship Manager, you'll be the voice of our brands, enhancing your professional evolution through various skills, setting your own pay check through performance bonuses, and improving communication skills. Additionally, you'll receive training sessions and constant professional development, becoming the voice of well-known brands. Choosing RenewBuy means working in a company with solid growth prospects and building career around the strength of technology. By joining us you can become a part of growing team that values your opinion, ideas and intellectual courage. Contribute to our growth by using your skills, grow your career in insurance domain and increase your industry impact. We value hard workers and reward with unlimited opportunity. If one has the passion and the dream to do something different, join us. With a commitment for promoting and selling life insurance policies directly to clients. This role offers immense growth opportunities and the chance to make a significant impact in the organization. Role And Responsibilities Promote and sell life insurance policies to prospective clients through direct channels Understand client needs and recommend suitable insurance products Build and maintain relationships with clients to ensure customer satisfaction and retention Provide excellent customer service by addressing client inquiries and resolving any issues Meet and exceed sales targets and contribute to the overall growth of the organization Stay updated with industry trends, product knowledge, and regulatory requirements Candidate Qualifications Previous Sales Experience: Proven success in a sales role, preferably in insurance or financial services. Experience in life insurance sales is highly desirable. Excellent Communication Skills: Strong verbal and written communication skills to effectively present information, listen actively, and respond to client inquiries. Interpersonal Skills: Ability to build rapport, establish trust, and maintain long-term relationships with clients. Good negotiation and persuasion skills are essential. Self-Motivated: Demonstrated ability to work independently, set goals, and achieve targets. Proactive and driven to succeed in a competitive sales environment. Ethical Conduct: Adherence to high ethical standards, maintaining client confidentiality, and following regulatory guidelines. Knowledge of Insurance Products: Familiarity with various types of life insurance policies, their features, and benefits. Understanding of underwriting principles and risk assessment is an advantage. Computer Proficiency: Basic knowledge of computer systems, including proficiency in using customer relationship management (CRM) software, Microsoft Office, and online communication tools. Required Skills Sales Life Insurance Customer Service Interpersonal Communication Negotiation Show more Show less

Position: Area Sales Manager/Area Head/ Sr Area Head Location: Chennai Job Title: Area Head - Direct Distribution - Chennai About Renewbuy RenewBuy, launched in 2015, has rapidly become the 2nd largest Insure-Tech player in India. Our unique approach of digitizing the consumer journey through Agents has positioned us ahead of traditional and digital players. Offering Motor, Health, and Life Insurance, RenewBuy is on track to be a 2000 Cr annualized business with a dynamic team of 2500+ employees operating in 50+ cities. The company recently raised USD 40 million from Japanese insurance major Dai-ichi Life Holdings Inc. We are seeking to enhance our presence in 1000+ locations across the country and increase the agent base to 2 lac on our platform. CEO - Bala’s interview on CNBC https://www.facebook.com/cnbctv18india/videos/renewbuy-raises-45- million/492891631799242/ WEBSITE: renewbuy.com JOB DESCRIPTION - Why This Job Is Amazing This role offers a creative vision and an opportunity to make a significant impact. As a Relationship Manager, you'll be the voice of our brands, enhancing your professional evolution through various skills, setting your own pay check through performance bonuses, and improving communication skills. Additionally, you'll receive training sessions and constant professional development, becoming the voice of well-known brands. Choosing RenewBuy means working in a company with solid growth prospects and building career around the strength of technology. By joining us you can become a part of growing team that values your opinion, ideas and intellectual courage. Contribute to our growth by using your skills, grow your career in insurance domain and increase your industry impact. We value hard workers and reward with unlimited opportunity. If one has the passion and the dream to do something different, join us. With a commitment for promoting and selling life insurance policies directly to clients. This role offers immense growth opportunities and the chance to make a significant impact in the organization. Role And Responsibilities Promote and sell life insurance policies to prospective clients through direct channels Understand client needs and recommend suitable insurance products Build and maintain relationships with clients to ensure customer satisfaction and retention Provide excellent customer service by addressing client inquiries and resolving any issues Meet and exceed sales targets and contribute to the overall growth of the organization Stay updated with industry trends, product knowledge, and regulatory requirements Candidate Qualifications Previous Sales Experience: Proven success in a sales role, preferably in insurance or financial services. Experience in life insurance sales is highly desirable. Excellent Communication Skills: Strong verbal and written communication skills to effectively present information, listen actively, and respond to client inquiries. Interpersonal Skills: Ability to build rapport, establish trust, and maintain long-term relationships with clients. Good negotiation and persuasion skills are essential. Self-Motivated: Demonstrated ability to work independently, set goals, and achieve targets. Proactive and driven to succeed in a competitive sales environment. Ethical Conduct: Adherence to high ethical standards, maintaining client confidentiality, and following regulatory guidelines. Knowledge of Insurance Products: Familiarity with various types of life insurance policies, their features, and benefits. Understanding of underwriting principles and risk assessment is an advantage. Computer Proficiency: Basic knowledge of computer systems, including proficiency in using customer relationship management (CRM) software, Microsoft Office, and online communication tools. Required Skills Sales Life Insurance Customer Service Interpersonal Communication Negotiation Show more Show less

Skills: Decision-Making, Data Analysis, Problem Solving, Financial Modeling, MS Excel, Underwriting Guidelines, Credit Modeling, Job Title: Credit underwriter Experience: 5+ Years Salary: 25-30 LPA Location: Green Park (South Delhi) Working Days: 5 Days Job/role description strong analytical mindset with strong financial analysis aptitude capability to analyze case 360 degrees from promoter, group and project level diligence understanding about stat and legal due diligence smartness to handle client and internal teams and bridge the gap between the management and deployment requirements ability to make proposal notes covering all the diligence undertaking diligence of the investee companies transaction structuring with risk assessment and mitigating risks with building proper terms and conditions engaging with third party values and lawyers for transaction execution navigating transactions with lawyers and investee companies to not compromise on risk yet completing the transaction. post transaction compliance tracking for perfecting transaction related securities and risk management transaction monitoring and tracking and legal follow ups with clients. recovery and collection follow up with clients and taking legal actions in coordination with legal counsel for recovery. Qualification ca/cost accountant preferred MBA finance/finance degrees Prior experience of ncd, listed capital market debt products preferred. Experience - 5 yrs+ Credit roles with banks, senior credit roles in hdfc/ kotak / icici /sbi banks specially preferred. Experience in structured debt products preferred, corporate credit roles preferred. Solely retail loans not preferred. Experience with non convertible debentures, optionally converted debentures preferred Experience in collection/recoveries, and should be adept in management of transaction along with client handling and risk assessment. Skills Expected risk assessment Analytical mindset sharp on picking up small clues self motivation (since small team) independent handling of situations strong knowledge of financial products and irr concepts For more details please visit the website: https://acesglobal.co.in/ Show more Show less

Key Responsibilities Work on being familiar with the underwriting criteria of our partner banks, which include SBI, BOB, ICICI, Axis Bank, HDFC, etc. Screen the education loan applications, advise students on the documentation, and coordinate with bank staff for smooth processing of the education loan Work on solving students' queries Manage the process from eligibility to the sanctioning of the loan About Company: WeMakeScholars is a Hyderabad-based fintech startup specializing in education loans and scholarships. Established seven years ago, we collaborate closely with major banks and NBFCs in India, including SBI, Axis Bank, and ICICI Bank, to simplify the education loan application process for students and parents. While we do not directly provide loans, we ensure a seamless and hassle-free experience. As market leaders in the education finance segment, we currently partner with over 14 financial institutions, a number that continues to grow. Last year, we facilitated the disbursement of approximately 10,000 crore in student loans, and we anticipate even higher volumes this year. Show more Show less

Skills: Motor Insurance, Quotation Generation, Microsoft Excel, Communication Skills, Compliance & documentation, Negotiation skills, Collaboration & Reporting, Job Title: Assistant Motor Quotations Department: Motor Insurance Location: Delhi ( Dwarka More) Job Dimensions Reporting to Manager Motor Insurance Subordinates: None Job Summary He is responsible for preparing and processing motor insurance quotations for both new and renewal leads. Based on the information he should be able to decide which Insurance company will be suitable. This role involves close coordination with underwriters of insurance companies for getting best discounts and Deal with cases that go for referral. He has to coordinate with the CRM team to ensure timely and competitive quotes. The role requires strong negotiation skills, attention to detail, and the ability to manage multiple quotations efficiently while maintaining high accuracy. Key Responsibilities And Accountabilities Quotation Preparation & Processing: Prepare motor insurance quotations for new and renewal leads based on client requirements. Ensure accurate and timely completion of quotation requests by gathering all necessary information. Maintain a structured database of quotations for tracking and reporting purposes. Coordination with Insurance Companies & Underwriters: Send quotation inquiries to various insurance companies for pricing and coverage options. Communicate with underwriters to negotiate the best possible terms, discounts, and premium rates. Follow up with insurance companies to ensure timely responses to inquiries. Stay updated on market trends, underwriting guidelines, and premium adjustments to secure competitive pricing. System & Portal Management: Upload and update client information, vehicle details, and policy data onto insurance company portals. Ensure that all uploaded information meets accuracy and compliance standards set by insurance providers. Regularly monitor and verify insurance portal updates to avoid discrepancies in quotations. Quotation Comparisons & Submission: Prepare detailed quotation comparisons highlighting price differences, policy benefits, and coverage options. Forward comprehensive quotation comparison reports to the CRM Coordinator for client communication. Assist in customizing proposals based on client preferences and risk assessments. Compliance & Documentation: Ensure all quotation-related documentation is complete and properly filed. Maintain accurate and updated records of insurer agreements, underwriting conditions, and premium rates. Collaboration & Reporting: Support the CRM Team by providing updated quotations, addressing inquiries, and resolving client concerns. Key Performance Indicator (KPI) Quotation Processing & Efficiency KPIs: Average Number of Quotations Handled per Day. Standard KPI Value 20 %age of Conversion - Standard KPI Value 50% for new and 80% for Renewal Skills & Competencies Strong negotiation skills to secure the best possible rates from insurance companies. Ability to handle multiple quotation requests and work under tight deadlines. High level of accuracy and attention to detail in preparing comparisons and reports. Proficiency in insurance software and company portals for data entry and policy processing. Strong communication and interpersonal skills to coordinate with internal teams and external underwriters. Knowledge of insurance regulations and industry best practices. For more details you can visit the website: https://acesglobal.co.in/ Show more Show less

Responsible for managing pipeline of loans and supporting the processing/Underwriting Should be aware of all mortgage related documents Should be able to identify priority loans & work on them based on TAT Validate loan information Exposures in Income, Asset, Credit, and collateral reviews Work with onshore processor on follow ups needed with the borrower and 3rd parties Ensure receipt of all open conditions and package to underwriter and help them for decision making Validate required info screens; and updating required information Work on the files as per the guidelines provided by client. 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 ? 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 SLA’s 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 No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed Responsible for managing pipeline of loans and supporting the processing/Underwriting Should be aware of all mortgage related documents Should be able to identify priority loans & work on them based on TAT Validate loan information Exposures in Income, Asset, Credit, and collateral reviews Work with onshore processor on follow ups needed with the borrower and 3rd parties Ensure receipt of all open conditions and package to underwriter and help them for decision making Validate required info screens; and updating required information Work on the files as per the guidelines provided by client.

5 years of experience in Mortgage Underwriting / Processing / Closing Having sound knowledge in Originations, especially in underwriting, Pre-underwriting and Pre-Closing QC Compute income and debt ratio calculations following program guidelines and ability to repay requirements Expertise in compliance, TRID guidelines (fees) Perform mortgage credit analysis without the assistance of AUS Maintain production goals & standards in accordance with established SLA’s and metrics. The candidate may be required to perform other job-related tasks 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. ? 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 SLA’s 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 5 years of experience in Mortgage Underwriting / Processing / Closing Having sound knowledge in Originations, especially in underwriting, Pre-underwriting and Pre-Closing QC Compute income and debt ratio calculations following program guidelines and ability to repay requirements Expertise in compliance, TRID guidelines (fees) Perform mortgage credit analysis without the assistance of AUS Maintain production goals & standards in accordance with established SLA’s and metrics. The candidate may be required to perform other job-related tasks

About The Role AreaMortgage Application Processing RoleAnalyst BandB1 Required Experience3-6 Years of overall experience, 1 year of Mortgage UW experience Must haveWorked in a UK Mortgage process Good to haveUK Underwriting experience/ US mortgage underwriting / loan processor Essential Hiring Skills: Good understanding of the UK mortgage market with experience of handling mortgage applications Experience in the validation of customer data and documentation with history of correctly identifying AML, CDD and fraud concerns Experience of working within a high paced environment, managing high volumes with prioritisation skills ensuring KPIs and SLAs are adhered to Ability to work collaboratively with the onshore teams through effective communication skills Strong attention to detail, utilising your knowledge and support tools to progress mortgage applications correctly Mandatory Skills: Mortgage( DM). Experience1-3 Years. 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.

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. About The Role _x000D_ RoleProcessor -Back End Operations Experience0-2years' work experience in back office/BPO/Customer Service or similar transaction BPO processing Shift Timing- 5.30pm to 3.30am IST (Only fixed shift /Mon-Fri) Work from Office: From Day 2 Onwards (Work from office -5days) Service Agreement - Yes (12months) |Permanent work profile with Wipro Education - B.com, BA, BBA, Any B.sc (graduates only)with Maths / NO BE/B TECH will be eligible for this hiring Work Location: Noida- (Non-SEZ) Tower - A, Plot No - 6, Tech Boulevard Park, Sector -127, Noida - 201301, Uttar Pradesh Key Responsibilities: Manually perform Benefit processes and complex tasks/calculations Research complex Benefits issues and formulate resolutions Resolve tasks in accordance with due dates and ensure proper documentation Create adhoc reports to support client service delivery Provide day-to-day client and third party administrator contact for inquiries Participate in daily huddles and status meetings Develop and deliver operational training Identify training needs and provide necessary coaching Build and leverage partnerships to meet client requirements Create robust documentation & SOPs for transition of activities Actively listen to stakeholders/team members to understand perspectives Interview Rounds: - HR/GD - GATE -online assessment - Ops Manager connect ? _x000D_ Deliver No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed ? _x000D_ Key Competencies: - Client Centricity - Passion for Results - Execution Excellence - Collaborative Working - Learning Agility - Problem Solving & Decision Making - Effective communication Mandatory Skills: Defined Benefit (DB) Join WIPRO HR SERVICES INDIA P: At WIPRO, we are dedicated to building a modern, digitally transformed work environment for our employees. We value individuals who are passionate about delivering results, excel in execution, work collaboratively, and possess strong problem-solving skills. As a Production Agent - L1, you will have the opportunity to contribute to a dynamic team, enhance your learning agility, and make a significant impact through effective communication and decision-making skills. Mandatory Skills: _x000D_Defined Benefit (DB) About Wipro HR Services India: _x000D_At Wipro HR Services India, we believe in reinvention and continuous evolution. Join us in our journey of ongoing transformation and be a part of a business that is driven by purpose. We welcome individuals who are inspired by reinvention and are committed to constant growth and learning. Come to WIPRO, where you can realize your ambitions and shape your future in a supportive and inclusive work environment. Mandatory Skills: Defined Benefit (DB)_x000D_. 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.

About The Role Job titleSenior Analyst – Investment Management – Structured Finance BandB2 - Senior Analyst Experience RangeMinimum 4 year Shift Timings-2:00 PM - 11:30 PM IST Responsibilities: Deal ManagementCollaborate closely with ABF Deal Analysts to assist in investment management and monitoring activities for structured finance deals. IC MemosSupport the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies. Term sheetsAnalyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing. Due DiligencePerform pre-deal due diligence and stratify the collateral pool using Python to assess risk and investment potential. Surveillance and ReportingUpdate surveillance data and create one-pagers for presentations to senior management for both Public and Private deals. Cashflow ModelingDevelop and update cashflow models for structured finance deals. Monitor key metrics to assess risk and expected returns. Conduct stress case scenarios and analyze their impact on repayments. Collateral AnalysisCreate and update asset-level one-pagers for collateral analysis, assisting in underwriting and post-deal monitoring. Asset ValuationTrack and review revaluation events for underlying assets, ensuring accurate pricing of collateral. Sector-Level AnalysisUpdate monthly sector-level presentations and pro-actively highlight potential issues to senior management. Covenant MonitoringContinuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis. Ad Hoc ProjectsUndertake multiple ad hoc projects as requested by senior management to assess the impact of macro events. Client request/ CompliancesEnsure compliance with investor requirements from an investment management perspective. Data and ToolsLeverage advanced tools such as Intex and Python for in-depth analysis. Utilize Tableau, Street Diligence and Sigma for enhanced data visualization. Skills Required: MBA in Finance, CFA, or CA qualification. Experience in analyzing Asset Backed Finance deal structures and collateral is a plus. Strong analytical and quantitative skills. Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word). Ability to summarize complex information succinctly and efficiently. Excellent written and verbal communication skills. Ability to manage multiple projects in a fast-paced environment. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability. Thorough understanding of basic financial concepts and the ability to critically implement them. ? 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 titleAnalyst – Investment Management – Structured Finance BandB1 - Analyst Experience RangeMinimum 1 year Shift Timings-2:00 PM - 11:30 PM IST Job Summary We are seeking a highly motivated Investment Management Analyst to join our Asset Based Finance (ABF) team within the Structured Finance Group. As an integral part of our team, you will gain exposure to a diverse portfolio of Asset-Backed Securities (ABS) investments and play a pivotal role in underwriting, monitoring, and managing these deals for our institutional clients. Responsibilities: Deal ManagementCollaborate closely with ABF Deal Analysts to assist in investment management and monitoring activities for structured finance deals. IC MemosSupport the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies. Term sheetsAnalyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing. Due DiligencePerform pre-deal due diligence and stratify the collateral pool using Python to assess risk and investment potential. Surveillance and ReportingUpdate surveillance data and create one-pagers for presentations to senior management for both Public and Private deals. Cashflow ModelingDevelop and update cashflow models for structured finance deals. Monitor key metrics to assess risk and expected returns. Conduct stress case scenarios and analyze their impact on repayments. Collateral AnalysisCreate and update asset-level one-pagers for collateral analysis, assisting in underwriting and post-deal monitoring. Asset ValuationTrack and review revaluation events for underlying assets, ensuring accurate pricing of collateral. Sector-Level AnalysisUpdate monthly sector-level presentations and pro-actively highlight potential issues to senior management. Covenant MonitoringContinuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis. Ad Hoc ProjectsUndertake multiple ad hoc projects as requested by senior management to assess the impact of macro events. Client request/ CompliancesEnsure compliance with investor requirements from an investment management perspective. Data and ToolsLeverage advanced tools such as Intex and Python for in-depth analysis. Utilize Tableau, Street Diligence and Sigma for enhanced data visualization. Skills Required: MBA in Finance, CFA, or CA qualification. Experience in analyzing Asset Backed Finance deal structures and collateral is a plus. Strong analytical and quantitative skills. Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word). Ability to summarize complex information succinctly and efficiently. Excellent written and verbal communication skills. Ability to manage multiple projects in a fast-paced environment. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability. Thorough understanding of basic financial concepts and the ability to critically implement them. ? 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

Job Title: Lead Analyst SME (Subject Matter Expert) Role Overview The professional will have the opportunity to work directly with New York stakeholders to primarily perform day-to-day originations/underwriting related tasks for Insurance funds. Function Overview Assist in the production of Screening Memos for the Originations Team: As part of the loan origination process, the Origination Team produces a screening memo that details property level information (photos, maps, property description, rent roll and cash flows), market information (comparable property metrics and location) and financing information (capital stack, debt yield and loan information). The initial goal is for company to participate in the production of screening memos with the potential to participate in the underwriting and approval process for deals that BREDS elects to finance and refinance as well. Focus is to work on all the asset classes such multifamily, retail, storage, Industrial etc. loans originated by the Insurance. The Candidate would be supporting on the different workflows as mentioned below: Agency Pre-screening and ICM: Screening/underwriting of Agency Loans (Fannie Mae), deriving Underwriting Value, using financial spreading, rent roll analysis and creation of Investment Committee Memo. Non-Agency/Deal Pre-screening and ICM: Screening/underwriting of Non-Agency Loans, deriving Underwriting Value, using financial spreading, rent roll analysis and creation of ICM. Loan Portfolio Stratification and ICM: Stratification of portfolio of loans belonging to various asset classes, assessing their risk exposure using their property level, loan level and performance metrices. Draw Review Process: Reviewing draw related Invoices, Proof of Payments, Construction Budget, TI/LC, etc. and updating the Draw Review Trackers accordingly. On Boarding the delas on AI Based platform with the help of various closing documents, Offering Memorandum, Loan Agreement etc. While the initial function will be to take direction from the Origination team members, the aspirational goal is to expand the Wipro scope to include the following: Extracting market and asset specific statistics from various data sources (for eg: CoStar or similar platforms) for the pipeline deals which are shortlisted for screening or underwriting. Comparing the key deal metrics which includes Occupancy, Cap Rates, Debt Yield, Cash Flow, NOI etc. of the pipeline deals with existing portfolio. Analyzing property pictures & map for location-based insights, preparing the capital stack (i.e., Equity vs. Debt) and presenting them in an excel and ppt format. Collecting and preparing sales and rent comparable of the target originations with the market data sourced through broker reports or web-based applications. Studying the demographics to understand the unit mixes, interpreting all sources of incomes & expenses through review of cash flows, ascertaining vacancy rates & rental income using rent rolls and using NOI to calculate key liquidity ratios i.e., DSCR, DY etc. Creating investment memorandums with the deal team ahead of investment committee. Conducting due diligence prior to closing of deal as per closing checklist. Data input in pipeline tool (i.e., DealPath, Loan Tapes) as and when required. Essential Skills & Experience: Must have a good knowledge of US Real Estate Industry and Market in underwriting the CML/CRE loans across all the sectors; along with hand on experience in underwriting the Multifamily agency (Freddie & Fannie) loans. Should be aware of the US taxes for different States and Counties; along with knowledge of various rent/sales comparable to be used in accordance with subject properties. Must be well versed with concepts of Cap Rate/Index rate/ LTC/LTV/Spreads/Cap Stack, Implied vs Cash Equity and various loan specific terminologies. In addition, should know the implications and effect of UW In-place and Mark to Market assumptions using property financials and its demographics through broker provided offering memorandum. Candidate should have the knowledge of US Market and Sub-Market to understand the deals demographics and its impact on the subject property. Hand on experience and proficient in preparing the dynamic financial models in MS excel. Masters degree Major in Finance or Banking and Capital Markets, CFA designation a plus. Exceptional quantitative aptitude and skill set with a mastery of Microsoft Office applications. Ability to manage multiple priorities in a fast paced, fluid environment. Previous background with real estate lending required with Debt Underwriting in real estate preferable. Rigorous analytical mindset with a high level of intellectual curiosity and excellent problem-solving skills. Acute focus on attention to detail, accuracy, and data validation. Effective communication skills (listening, verbal, and written). Excellent interpersonal and teamwork skills. Sound judgment and discretion. Strong initiative, energy and confidence completing assignments with limited supervision.

Analyst- Investment Management- Structured Finance Band:B1 - Analyst Location:Gurugram / Bengaluru Experience Range:Minimum 1 year Shift Timings-:2:00 PM - 11:30 PM IST Job Summary We are seeking a highly motivated Investment Management Analyst to join our Asset Based Finance (ABF) team within the Structured Finance Group. As an integral part of our team, you will gain exposure to a diverse portfolio of Asset-Backed Securities (ABS) investments and play a pivotal role in underwriting, monitoring, and managing these deals for our institutional clients. Responsibilities: Deal Management:Collaborate closely with ABF Deal Analysts to assist in investment management and monitoring activities for structured finance deals. IC Memos:Support the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies. Term sheets:Analyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing. Due Diligence:Perform pre-deal due diligence and stratify the collateral pool using Python to assess risk and investment potential. Surveillance and Reporting:Update surveillance data and create one-pagers for presentations to senior management for both Public and Private deals. Cashflow Modeling:Develop and update cashflow models for structured finance deals. Monitor key metrics to assess risk and expected returns. Conduct stress case scenarios and analyze their impact on repayments. Collateral Analysis:Create and update asset-level one-pagers for collateral analysis, assisting in underwriting and post-deal monitoring. Asset Valuation:Track and review revaluation events for underlying assets, ensuring accurate pricing of collateral. Sector-Level Analysis:Update monthly sector-level presentations and pro-actively highlight potential issues to senior management. Covenant Monitoring:Continuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis. Ad Hoc Projects:Undertake multiple ad hoc projects as requested by senior management to assess the impact of macro events. Client request/ Compliances:Ensure compliance with investor requirements from an investment management perspective. Data and Tools:Leverage advanced tools such as Intex and Python for in-depth analysis. Utilize Tableau, Street Diligence and Sigma for enhanced data visualization. Skills Required: MBA in Finance, CFA, or CA qualification. Experience in analyzing Asset Backed Finance deal structures and collateral is a plus. Strong analytical and quantitative skills. 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

Ready to shape the future of work? At Genpact, we don't just adapt to change we drive it. AI and digital innovation are redefining industries and were leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example of how were scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that's shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation , our teams implement data, technology, and AI to create tomorrow, today. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook Mega Walkin Drive for Broker Technical Support Specialist|| Property & Casualty & Underwriting on 14th June2025 (Saturday) || Walkin venue: Chennai || Work location: Madurai Role- Process Developer, Management trainee (insurance) Walk-In Drive Date - 14 June 2025 (Saturday) Walk-In Venue - Chennai - RMZ One Paramount Porur Chennai, Campus-10,6th Floor, RMZ-One Paramount, Mount Poonamallee High Road, Porur, Chennai- 600116 Work location: Madurai (Only work from office) Time - 10:00 AM - 2:00 PM Shift - US shift Experience - 0-2 years (meaningful exp. in P&C insurance, Insurance domain knowledge) Grad - Any graduate is eligible (except law) Freshers are eligible (Candidate should be willing to relocate to Madurai location) Responsibilities • Perform necessary activities to support broking teams in collaborating with account management to initiate a renewal, preparing and submitting marketing proposals to underwriters, processing endorsements and policy checking along with other requests • Identify and retrieve relevant compliance documentation necessary to process new policies and policy renewals, changes, additions, deletions and cancellations. • Calculating adjustments and premiums on policies and other insurance documents. • Ensure repository of record is accurate and current to ensure outputs and client deliverables will be produced according to guidelines and policy detail. • Communicating directly with underwriters/brokers/account executives to follow up or obtain additional information. • Monitor and attend to requests via client service platform that require action in a timely manner. • Help colleagues troubleshoot and resolve basic issues and perform other related duties as required. Qualifications we seek in you! Minimum Qualifications • Any graduate is eligible (Except law) • Relevant and meaningful years of experience of working in US P&C insurance lifecycle pre-placement, placement, and post-placement activities (such as endorsements processing, policy administration, policy checking, policy issuance, quoting, renewal prep, submissions, surplus lines, licensing, agency admin, inspections and so on. • Proficient in English language- both written (Email writing) and verbal Preferred Qualification and Experience • Relevant years of insurance experience and domain knowledge, especially P&C insurance • Candidate having Broker (US P&C insurance) experience would be an asset • Proficient with Microsoft Office (Word, PowerPoint, Excel, OneNote) • Should be a team player with previous work experience in an office environment required Note: Please carry below documents with you: 3 copies of updated resume 3 Passport size photographs Original Aadhar card 2 copies of Aadhar card Payslip (if applicable) Why join Genpact? Be a transformation leader Work at the cutting edge of AI, automation, and digital innovation Make an impact Drive change for global enterprises and solve business challenges that matter Accelerate your career Get hands-on experience, mentorship, and continuous learning opportunities Work with the best Join 140,000+ bold thinkers and problem-solvers who push boundaries every day Thrive in a values-driven culture Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up. Lets build tomorrow together. Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.