Day-to-Day Responsibilities Provide coverage of industrials sector companies and pitch investment ideas Track news flows, sell-side research, and results Develop detailed financial models and investment write-ups Conduct benchmarking, sensitivity, and scenario analysis Collaborate with front-office groups on financial models and investment theses Attend industry calls and maintain industry Basic Qualifications: Finance degree (MBA/CFA/CA) and 5-8 years of investment research experience Financial modeling and valuation skills Analytical and detail-oriented with excellent communication skills Preferred Qualifications: Research experience in the industrials sector (ref:iimjobs.com) Show more Show less

About The Role Were looking for a high-caliber Senior Analyst / Senior Associate to join a fast-growing investment banking team. This is a high-impact execution role covering the complete deal lifecycle across M&A, private equity, structured finance, project finance, and capital markets transactions for both Indian and international clients. You'll be responsible for managing transaction execution, client and investor coordination, due diligence, and quality control, with a clear path toward independently managing deals. Key Responsibilities Lead financial modeling, valuation analysis, pitch decks & IMs Manage client coordination: information requests, documentation, updates Regular communication with bankers, investors, and diligence teams Guide analysts and oversee output quality across deal materials Collaborate on due diligence with Big 4 firms, legal, and valuation experts Support business development with research, benchmarking & industry analysis Ensure timelines and document standards are strictly met Who Should Apply? 8+ years of total experience, with at least 3 years in an IB execution role Proven experience in financial modeling, investor coordination, and live deal support Strong exposure to investment banking products (PE, M&A, corporate finance) Excellent MS Excel, PowerPoint, and written/verbal communication skills High attention to detail, analytical rigor, and ability to work under pressure Team player with the ability to coach junior analysts Education & Industry Background MBA / CFA / CA Mandatory Prior experience in investment banking or financial advisory is a must (ref:iimjobs.com) Show more Show less

Required Basic excel, presentation and report writing skills Good communication skills Knowledge of Transfer pricing (conducting benchmarking, preparing TP reports, TP compliance) Thorough technical knowledge on Indian Tax and Corporate Law Transfer pricing compliance Litigation - preparation of submissions, strategizing and assisting in dealing with tax authorities Advisory - Assisting in various advisory projects wherein research has to be conducted and detailed memos with opinions to be drafted, Evaluating and addressing the implications of the proposed changes in tax regulations Candidates with International tax certifications will have an added advantage Main Responsibilities Oversight on the Company's transfer pricing matters and partnering with multiple stakeholders to provide support on transfer pricing related issues Handling transfer pricing analysis and reporting Managing and preparing transfer pricing documentation to support intra-group transactions in compliance with local regulations Conducting regular internal review of transfer pricing policies in accordance with the latest tax regulation developments Providing advice on transfer pricing implications of new business initiatives Supporting transfer pricing audits, including responding to tax authorities on matters or queries relating to transfer pricing. Analyse financials of entity and apply discount rates and multiples for valuation Valuation of equity shares, swap ratios, fixed asset valuations (in the context of transactions and restructurings}. Purchase price allocations for the fair value of assets (tangible/intangible} and liabilities that have been acquired consequent to a transaction. Valuations of intangible assets (brands, technology, contracts, Trademarks, etc.} to assist in fund-raising, financial reporting purposes or internal strategic decision making. Valuations relating to specific products (ESOPs}. Valuation for regulatory purposes. Valuations for dispute resolution/court/company law board matters. Strategy related work, such as development/review of business plans, entry/exit strategies, etc. Assisting with FEMA compliances and related advisory Build Relationships Train the immediate line of managers or team members in propagating a culture of Identifying business potential, cross-selling other services of the firm through strong internal and external networking. Build and nurture an effective working relationship with Tax authorities, business & functional heads and ensure close involvement of the local & international tax teams and external service providers. Business Development Identify business opportunities with new/existing clients and build key account relationships Build the firm's market visibility and client experience by creating & maintaining strong independent relationships with clients. Attend networking events and proactively identify and progress business development opportunities. Perform the required Business Intelligence and ensure being abreast on Industry Best Practices in International Tax, technical transfer pricing solutions and policies. Maintain strong client relations and proactively seek to establish working relationships with prospective clients. Key Requirements You possess a degree in Finance, Law, Economics or similar area. You have prior experience in a similar role. You have proven advisory and compliance experience across direct tax, indirect tax, international tax and transfer pricing. You have strong analytical skills and a high attention to detail. You possess excellent interpersonal and communication skills, with the ability to build relationships with different stakeholders. Candidates from CA Firm background will be preferred. (ref:iimjobs.com) Show more Show less

Responsibilities This position description is intended to describe the duties most frequently performed by an individual in this position. It is not intended to be a complete list of assigned duties but to describe a position level. The role shall be performed within a professional office environment. Goldman Sachs has health and safety polices that are available for all workers upon request. There are no specific health risks associate with the role. Produce and present periodic portfolio company monitoring, including but not limited to company performance, comparison of actual results to company projections and the GS Private Credit underwriting case, ESG metrics and key company developments, particularly those with implications for investment performance Maintain portfolio company models as part of the asset management process Track company compliance with financial covenants Participate in portfolio company meetings with management teams and reflect key insights in updates to investment outlook Prepare and maintain portfolio analytics for portfolio management purposes Participate in strategic projects regarding portfolio management, portfolio monitoring and performance tracking. Prepare and maintain investment and fund level statistics used for internal tracking, investor reporting as we'll as marketing materials Liaise across internal business teams and external counterparties to service investment level requests Qualifications Strong academic background with an MBA or Chartered Accountant or equivalent Minimum of 1-3 years of relevant experience Accounting knowledge, valuation and financial modeling aptitude (required) Solid analytical / logical mindset and attention to detail Strong written and verbal communication skills Strong project planning, organization, and time management skills Ability to work under pressure and meet deadlines

Our client is a fast-growing Indian automotive brand that's changing the way commercial transport works. With strong backing from investors, they're leading the shift toward greener, more sustainable mobility solutions. They are hiring a Plant Finance Manager who will oversee end-to-end financial operations at the factory. You'll act as a key business partner to the Plant Head and cross-functional teams to ensure financial accuracy, compliance, and process efficiency. Working days: Monday to Saturday Key Responsibilities Oversee daily financial operations: AR/AP, invoicing, PO approvals, GRNs, and e-way bills. Lead month-end closings, prepare plant P&L, financial schedules, and MIS reports. Ensure timely vendor invoice processing and payment accuracy. Manage product costing, inventory valuation, and ensure alignment with accounting standards. Maintain strong financial hygiene through balance sheet schedules and reconciliation reviews. Ensure tax compliance (direct and indirect) and support in statutory/internal 4+ years in plant finance with strong understanding of costing and inventory control. Proficient in SAP Comfortable in dynamic, fast-paced environments. Cost Accountant / Chartered Accountant / MBA (Finance) from a reputed institute. (ref:iimjobs.com) Show more Show less

Role Disputes / Litigation Management: Strategize and defend high stake litigation/ writs/ SLPs- Civil, Consumer, Criminal, Legal Metrology, Arbitration, IBC, Customs, Foreign Trade and other Direct as well as Indirect tax matters; Efficiently handle and track litigation matters in all courts / forums/ tribunals in India and handle investigation matters by Customs, DRI, CCI and other intelligence authorities. Drafting of petitions, writ petitions, written submissions, complaints, rejoinders, objections, evidences, affidavits, appeals etc. and active co-ordination with law firms, lawyers and Senior lawyers. Advisory Draft, review and negotiate commercial contractual documentation including but not limited to major supply agreements, inter-company agreements, consulting agreements, contract manufacturing agreements, licensing agreements, non-disclosure agreements, employment agreements etc.; drive contract lifecycle from drafting through completion of the negotiation process and/or contract execution. Vetting of critical communications with customers, investigation agencies, dealers, vendors, etc. to ensure organization interests are protected; Advise business on new regulations, warranty claims, privacy/IP implications, advertising/promotional matters, product classification/ valuation and rate of duty under customs law, legal metrology requirements and BIS requirements. Conduct legal research, interpret laws and provide timely updates to seniors/ management on important/ critical matters. Understand business and build relationships with business stakeholders to help deliver efficient, legally compliant and speedy solutions that are sustainable; as a business partner identify opportunities to drive business forward including but not limited to supporting related transactions develop legal projects and processes to create legal efficiencies and productivity. Compliances Management Provide timely and pro-active advice on regulatory and compliance matters including the following: Product regulatory /safety; Environmental Matters Product advertisement/claims Trade & tax affairs Corporate Compliances/ Company Secretarial Matters (Board Meetings, Shareholders Meetings, RoC compliances) Data Privacy Local Compliances, secretarial matters Anti bribery and Code of Conduct Polices Undertake trainings/ curate content and updates for legal team members, business stakeholders as well as Management teams. Industry Networking & Government Affairs Liaison with govt/regulatory bodies as well industry bodies such as CEAMA, CII, FICCI etc and support business in drafting representations/ communications. Competencies/ Skills Professional ability to interpret laws and find solutions to complex legal issues and handle litigations. Ability to work well in a high pressure environment and within very tight timelines. Must be a highly motivated self-starter and able to function independently. Should have excellent managerial, analytical and execution interpersonal skills, excellent written and oral communication, team player. (ref:iimjobs.com) Show more Show less

CA 1st Attemptand2ndAttempt require for this Job It is a boutique Investment Banking firm with headquarters in Mumbai and five regional offices across India. It is focused on Real Estate Vertical. It is growing the business for SME/MIDMARKET space (non-real estate - all sectors). It provides the following services on Real Estate side - Syndication (Equity/Debt), Land Intermediation services, Strategy Advisory & Asset Management. It provides the following services on SME/MID-MARKET side - Syndication - Traditional products (Working Capital/Term loan/non-fund limits), Structured Finance, Corporate Advisory, Equity Capital Raise. During the period of financial year 23-24 it plans to venture into setting up Asset Management Company to start a Real Estate Fund. In near future it plans to expand to a lending based fintech for Mid-market/SME'S. It is formed by senior erstwhile bankers & Investment Banker with extensive knowledge and experience of financing, fund raising and investments advisory. The team has combined experience of over 5 decades in Real Estate financing and have executed transactions worth over ~INR 18,000 crores across key markets. The team has successfully executed transactions across all the services listed. We Are Looking For People Who Have a strong bias for action (read deal making) and value speed with a combination of perfection (read goal orientation). Make decisions with this ethos: Customer > Company > Team > Me Thrive in a flat and open organization Are self-starters and have a natural tendency to own company and team goals (read - Greedy - greedy to learn and earn) Why explore an opportunity ? Opportunity to work with fast growing Investment Bank. It is an investment bank backed by strong knowledge of sectors it operates, Strong relationships with clients and performance of almost a decade. Flat organization structure allowing for wider exposure. Culture of learning & goal orientation. Dynamic and creative work atmosphere along with passionate teammates and great leaders to work with. You'll be instilled with the value of hard work, ownership, and self-sustainability. We give you larger responsibility. Key Individual Growth Areas Enhance Deal Skills - Investment banking requires more refined skill as compared to direct lending. Faster growth trajectory - Compared to larger financial institutes - this creates opportunity to be somebody rather than be a nobody in a larger institute. View of Entire Market - Given nature of job - all lenders and their approach, methods and people are all visible. It gives person full insight on the full market. Job Location: Mumbai Sector: BANK/NBFC/FUND - Real Estate Financing, SME/MIDMARKET - BANK/NBFC The involvement starts from the time the buy side person generates a proposal. From the time the proposal is generated by the Buy side person to the time a proposal gets sanction and get disbursed as well as fees are collected - the person will be in-charge of the full cycle control representing the sell side. The person is a key management person who will work with the location-head / Regional Director and be responsible for the strategies and the P&L for the location (for real estate business). Roles & Responsibilities Map the entire lending scenario (be it regional offices or work along with HO for MUMBAI based lenders/credit providers). Establish and maintain strong relationships with Banks, NBFCs, Real Estate Debt/Equity Funds, Investors, etc. for successful fund raising. To take control / responsibility for each deal post origination by BUY side team. Tasks would include business selection process, IM preparation, Structuring/Pitch, List of lenders, get Term- sheet/Sanctions, Work along with buy side to close the deal between Borrower/Lender, Documentation, Support Fees collection: There is a support team to support all the activities. Ability to lead and manage teams and maintain strong motivation that drive results and maintain performance standards Building a strong knowledge base on the sector(s) - Trends, Opportunities, Industry views, comparative deal analysis, valuation insights, etc. Requirements, Desired Skills And Experience Relevant years of experience with Banks, NBFC, RE AIF or INVESTMENT BANKS of size and repute. Chartered Accountant - 1 st attempt only Knowledge of real estate wholesale lending business. Relevant experience & understanding, self-starter, ability to create relations, understand risk, pitch for transactions, close deals, ability to guide and manage team members, eye for deal, intent of creating sector expertise. Strong intent to learn and evolve. Demonstrated leadership skills and a high degree of maturity. (ref:iimjobs.com) Show more Show less

Job Title: Fixed Income Analyst / Fund Manager - PMS Location: Mumbai, India Job type: Full-time Department: Portfolio Management Services - Fixed Income Reporting To: Head - PMS Key Responsibilities Manage fixed income portfolios, ensuring alignment with investment objectives and risk tolerance. Conduct fundamental credit research and analysis of fixed income securities including G-secs, corporate bonds and other debt securities. Monitor and analyze macroeconomic indicators, interest rate trends, credit spreads and demand-supply dynamics of bonds to identify investment opportunities. Prepare investment notes, memos, and provide investment recommendations. Execute purchase and sale transactions for the portfolio. Manage and monitor performance, duration, credit exposures and other risks while ensuring compliance with limits and regulations. Prepare portfolio factsheets, presentations, client reports and performance commentaries. Regularly communicate with internal teams, clients and other stakeholders, providing updates on portfolio performance, market outlook and strategies. Candidate Requirements Education: CA / CFA / MBA (Finance) / Post Graduate in Economics / Finance Experience: 3-7 years of experience in debt markets, credit research, or fixed income portfolio management Preference for candidates with prior exposure in PMS, mutual funds or wealth firms Skills & Attributes Strong understanding of fixed income products: G-Secs, SDLs, corporate bonds, money market instruments Sound knowledge of credit and interest rate risk Analytical mindset with financial modeling and valuation skills Proficiency in Excel, Bloomberg, and financial databases Attention to detail, strong communication, and ability to work under tight timelines (ref:iimjobs.com) Show more Show less

CA 1st Attempt and 2nd Attempt require for this Job It is a boutique Investment Banking firm with headquarters in Mumbai and five regional offices across India. It is focused on Real Estate Vertical. It is growing the business for SME/MIDMARKET space (non-real estate - all sectors). It provides the following services on Real Estate side - Syndication (Equity/Debt), Land Intermediation services, Strategy Advisory & Asset Management. It provides the following services on SME/MID-MARKET side - Syndication - Traditional products (Working Capital/Term loan/non-fund limits), Structured Finance, Corporate Advisory, Equity Capital Raise. During the period of financial year 23-24 it plans to venture into setting up Asset Management Company to start a Real Estate Fund. In near future it plans to expand to a lending based fintech for Mid-market/SME'S. It is formed by senior erstwhile bankers & Investment Banker with extensive knowledge and experience of financing, fund raising and investments advisory. The team has combined experience of over 5 decades in Real Estate financing and have executed transactions worth over ~INR 18,000 crores across key markets. The team has successfully executed transactions across all the services listed. We Are Looking For People Who Have a strong bias for action (read deal making) and value speed with a combination of perfection (read goal orientation). Make decisions with this ethos: Customer > Company > Team > Me Thrive in a flat and open organization Are self-starters and have a natural tendency to own company and team goals (read - Greedy - greedy to learn and earn) Why explore an opportunity ? Opportunity to work with fast growing Investment Bank. It is an investment bank backed by strong knowledge of sectors it operates, Strong relationships with clients and performance of almost a decade. Flat organization structure allowing for wider exposure. Culture of learning & goal orientation. Dynamic and creative work atmosphere along with passionate teammates and great leaders to work with. You'll be instilled with the value of hard work, ownership, and self-sustainability. We give you larger responsibility. Key Individual Growth Areas Enhance Deal Skills - Investment banking requires more refined skill as compared to direct lending. Faster growth trajectory - Compared to larger financial institutes - this creates opportunity to be somebody rather than be a nobody in a larger institute. View of Entire Market - Given nature of job - all lenders and their approach, methods and people are all visible. It gives person full insight on the full market. Job Location: Mumbai Sector: BANK/NBFC/FUND - Real Estate Financing, SME/MIDMARKET - BANK/NBFC The involvement starts from the time the buy side person generates a proposal. From the time the proposal is generated by the Buy side person to the time a proposal gets sanction and get disbursed as well as fees are collected - the person will be in-charge of the full cycle control representing the sell side. The person is a key management person who will work with the location-head / Regional Director and be responsible for the strategies and the P&L for the location (for real estate business). Roles & Responsibilities Map the entire lending scenario (be it regional offices or work along with HO for MUMBAI based lenders/credit providers). Establish and maintain strong relationships with Banks, NBFCs, Real Estate Debt/Equity Funds, Investors, etc. for successful fund raising. To take control / responsibility for each deal post origination by BUY side team. Tasks would include business selection process, IM preparation, Structuring/Pitch, List of lenders, get Term- sheet/Sanctions, Work along with buy side to close the deal between Borrower/Lender, Documentation, Support Fees collection: There is a support team to support all the activities. Ability to lead and manage teams and maintain strong motivation that drive results and maintain performance standards Building a strong knowledge base on the sector(s) - Trends, Opportunities, Industry views, comparative deal analysis, valuation insights, etc. Requirements, Desired Skills And Experience Relevant years of experience with Banks, NBFC, RE AIF or INVESTMENT BANKS of size and repute. Chartered Accountant - 1 st attempt only Knowledge of real estate wholesale lending business. Relevant experience & understanding, self-starter, ability to create relations, understand risk, pitch for transactions, close deals, ability to guide and manage team members, eye for deal, intent of creating sector expertise. Strong intent to learn and evolve. Demonstrated leadership skills and a high degree of maturity. (ref:iimjobs.com) Show more Show less

The RM shall be responsible for originating deals, developing financing solutions for the clients and preparation of analytical models for credit underwriting and investors. RM shall work with the external agencies, sales and investors team for placements, due diligence, documentation and final Scoping and scanning the market for origination of Real Estate transactions across standard asset classes, high yield deals, special situation deals & lease rental discounting transactions from both the primary as well as secondary (existing lender/investor) markets. Ideating with Promoters/CFO/CXO for structuring and identifying opportunities for financing/ restructuring / settlement/ advisory mandates. Need understanding skills to evaluate the Real Estate asset category as a whole. Continuous engagement with internal relationships, agencies, investors and coverage teams Developing pitches with financing solutions and structuring acceptable credit solutions Preparation of IM & analytical material for internal do-ability assessment and for external investors - cash flow models, information docket, etc. Working with external agencies, sales team and prospective investors for placements. Closure of deal including sanctions, due diligences, documentation and funding Working independently as well as part of a larger - Borrowers/ Issuers, Investors, Legal Counsels, Rating Agency, Trustee, valuation agencies, etc. Internal clients- RMs , Credit, Product, Treasury Qualification And Experience Qualifications: MBA / CA Experience profile of at least 10-15 years Should have in-depth experience of working with Borrowers/Corporates/ NBFCs/Investors/Funds Established track record of origination / structuring / placement of RE & high yield deals Keen understanding of expectations and typical investment philosophies of the variety of investors active in this space Create deals across situations -acquisitions financing, refinance, stressed assets space, partner/ PE buy outs, Rentals discounting, etc. Good understanding of taxation & regulatory framework aspects relevant to structuring, listing, etc. Skills Strong coverage and origination capabilities; relationship management skills Mental flexibility, regulatory awareness to structure and execute deals across situations Term sheets and documentation negotiation Self-starting & initiative-taking abilities to work in unstructured situations (ref:iimjobs.com) Show more Show less

Location : BKC, Mumbai Job Type : Full-Time Job Summary We are seeking a motivated and analytical individual to join our Market Risk Team for Derivatives Risk Management domain. The successful candidate will be responsible for monitoring, assessing, and managing risks associated with the company's derivatives portfolio. This role involves working closely with trading desks, risk managers, and senior leadership to ensure that all risks are identified, quantified, and properly managed in line with regulatory requirements and internal risk policies. Key Responsibilities Continuously monitor real-time risk exposures in the derivatives portfolios across asset classes, including equities, interest rates and currencies and track market conditions (local and global) affecting the valuation of derivatives, such as currency fluctuations, stock market volatility, and interest rate changes. Perform sensitivity analysis (e.g., Delta, Gamma, Vega, Rho) to assess the impact of underlying factor changes on derivatives portfolios. Conduct quantitative risk assessments such as Value at Risk (VaR), stress testing, scenario analysis, and backtesting to evaluate the market risk of derivatives. Prepare regular risk reports and communicate risk exposures, limits, and policy breaches to senior management. Ensure full compliance with Indian regulatory bodies like SEBI and RBI, following rules for derivatives trading and risk management. Prepare and submit daily/periodic reports to regulatory authorities on derivative positions, exposure limits, and margin requirements. Ensure adherence to firm-wide and regulatory risk limits, escalating breaches to senior management and regulators as necessary. Provide insights and presentations for the Risk Management Committee (RMC), focusing on derivatives risk strategy, key exposures, and risk mitigation efforts. Ensure adherence to all relevant regulatory frameworks, including Dodd-Frank, and Basel III, while managing derivatives exposures. Collaborate with the trading desk to design and implement hedging strategies for mitigating derivatives risk and regularly assess the effectiveness of existing hedging strategies to align with the firm's overall risk appetite. Develop and improve risk management processes and tools, including automation of risk measurement and reporting systems. Work closely with IT teams to enhance risk models, systems, and tools for improved derivatives risk management and UAT phase for implementation of derivatives in the Treasury system. Qualifications & Skills Required Education: A Master's degree in Finance or professional certifications like CA/FRM/CFA is highly desirable. Experience: 3-5 years of experience in a risk management role, preferably with a focus on derivatives in a financial institution. Strong understanding of derivative products (options, futures, swaps, etc.) and their risk characteristics. Proficiency in risk measurement methodologies such as VaR, stress testing, and scenario analysis. Experience with financial risk systems and platforms (e.g. Bloomberg, Cogencis, Reuters, Kondor or equivalent). Advanced proficiency in Excel and risk management tools Excellent communication skills with the ability to present complex risk issues clearly to both technical and non-technical audiences. Ability to work effectively in a collaborative environment and manage relationships with stakeholders. Familiarity with global regulatory frameworks related to derivatives risk and hands-on experience with building or validating risk models. (ref:iimjobs.com) Show more Show less

Job Title: Sector Head Investment Mumbai, 1215+ Years Sector Focus: Tech, Consumer, Pharma/Healthcare, or BFSI Function: Investment Banking (M&A and/or Private Equity Overview: Our client is a leading player in the Indian financial services industry, with a strong track record and market positioning. As part of their strategic expansion, they are looking to onboard a Sector Head to lead and scale their Investment Banking franchise across select high-growth sectors. Role Summary As Sector Head Investment Banking, you will be responsible for driving origination and execution of M&A and/or Private Equity (PE) Syndication transactions within your sector of expertise. You will lead client coverage, build sectoral insights, develop relationships with corporates and investors, and manage deal teams to deliver high-quality advisory services. Key Origination & Client Coverage Develop and maintain strong relationships with CXO-level stakeholders across the relevant sector (Tech, Consumer, Pharma/Healthcare, or BFSI). Identify and originate M&A and PE syndication opportunities. Actively contribute to business development initiatives including client pitches, networking, and sector mapping. Deal Execution Lead the end-to-end execution of M&A transactions, including target identification, valuation, negotiations, due diligence coordination, and documentation. Manage PE fundraising mandates from growth-stage companies, including investor targeting, IM preparation, and deal structuring. Liaise with legal, tax, and regulatory advisors to ensure smooth transaction closure. Team Leadership Lead and mentor a team of associates and analysts, providing strategic guidance and support throughout the deal lifecycle. Foster a high-performance culture with a focus on precision, execution excellence, and client satisfaction. Sector Intelligence Build deep insights into your sector of expertise through continuous market research, competitor analysis, and regulatory developments. Publish thought leadership and sector reports to reinforce the firms positioning. Stakeholder Management Interact with internal stakeholders, including senior management and risk/legal teams, to ensure alignment and risk mitigation. Engage with private equity funds, family offices, venture capital firms, and other institutional investors. Desired 1215 years of relevant experience in Investment Banking, with strong exposure to M&A and/or PE Syndication. Sector Coverage: Must have actively covered and led transactions in one or more of the following sectors: Technology / Digital / SaaS Consumer / Retail / FMCG Pharma / Healthcare / Life Sciences BFSI (Banking, Financial Services & Insurance) Strong deal sheet demonstrating successful closures of complex transactions. Proven ability to independently lead origination and execution. Excellent analytical, financial modeling, and negotiation skills. MBA from a reputed institute / CA / CFA (preferred). Key Competencies Strong strategic and commercial acumen. High level of initiative, self-drive, and ability to thrive in a fast-paced environment. Excellent interpersonal and communication skills. Deep understanding of Indian and global M&A/PE trends and regulatory landscape. (ref:iimjobs.com) Show more Show less

Job Title: Equity Analyst - PMS Location: Mumbai, India Budget: 25 LPA to 30 LPA Job type: Full-time Department: Portfolio Management Services Reporting To: Head - PMS About the Role: We are seeking a highly dedicated and analytical Equity Analyst to join our Portfolio Management Services (PMS) team. The ideal candidate will have a deep understanding of the Indian equity markets and a strong ability to evaluate companies across various sectors and market caps. The Analyst will play a crucial role in generating investment ideas and supporting the portfolio management team in making informed equity investment decisions for our clients. Key Responsibilities Conduct in-depth fundamental research on listed companies across various sectors and market caps, focusing on financial performance, competitive positioning, and industry dynamics. Build and maintain detailed financial models to project future earnings and assess valuation metrics. Generate stock recommendations and prepare comprehensive research reports and presentations. Assist in constructing and management of equity portfolios, ensuring alignment with investment objectives and risk parameters. Ensure the portfolios are compliant with all internal mandates and regulatory guidelines. Monitor and evaluate portfolio performance, provide recommendations for portfolio adjustments based on research findings and market conditions. Work closely with the portfolio management, compliance, operations, and client servicing teams to ensure seamless execution of investment strategies. Prepare weekly/monthly/quarterly reports and presentations on portfolio performance and market outlook for internal stakeholders and clients. Candidate Requirements Education: CA / CFA / MBA (Finance) / Postgraduate in Finance Experience: 3-7 years of experience in equity markets as a research analyst ideally in a PMS, asset management firm or a broking house Proven track record of providing valuable investment insights and generating equity recommendations Experience in handling mid-cap and small-cap stocks is desirable Skills & Attributes Strong knowledge of financial statement analysis, financial modeling, and equity valuation techniques (DCF, P/E, P/B, etc.). Knowledge of sector-specific trends, market indicators, and economic data influencing equity markets. Excellent communication and presentation skills to effectively convey research findings and recommendations. Detail-oriented and self-motivated with a passion for equity markets. Knowledge of the regulatory environment (SEBI, stock exchanges, etc.). Proficiency in financial tools such as Bloomberg, Capitaline, or similar, along with advanced Excel skills. HR Jyoti 6265143779 (ref:iimjobs.com) Show more Show less

Our MNC Bank client has a AVP Credit Administration role at Gandhinagar for Corporate Banking Business. The Specifications are as below. PLEASE NOTE THAT THIS WILL BE A 12 MONTH CONTRACTUAL ROLE Section 1: Purpose of the position Checking of credit applications on compliance with IFSCA/Head Office/internal rules and regulations. Reviewing terms and conditions in facility letters and loan/security agreements to ensure compliance with approved credit applications and conditions imposed by Credit Department/Head Office. Ensuring loan documentation is complete and conditions complied with before proceeding with facility limit registration. Preparing IFSCA/Head Office/internal reports. Collateral Administration Covenant Control. (Creating Covenant Checklist, due date management, calculations, monitoring, reporting) Focusing on adequate risk & controls culture and management, regulatory & compliance controls are well understood ang gaps if any, clearly recognized and risk evaluated. To participate and contribute to building robust & deployable Operations resiliency plans in line with Head Office Policies, Procedures & Regulatory guidelines. Participating and contributing to the transformation journey in enhancing the overall quality of the Customer & Control deliveries of the Group and support Management in achieving KPI/Goals for the department from time to time. Section 2 (A): Scope and Dimension To perform Credit administration mid office function at Individual Transaction and at Portfolio level for all transaction booked at GIFT-City IBU Keep track on new data and information having potential to impact credit risk and keeping all stakeholders informed on same Track Credit Ratings, CIBIL Reporting, HO Guidelines, ESG impact. Collateral administration Covenant Control Assist in timely execution of Credit and Collateral Documentation Support on MIS preparation, internal and external presentations. Coordination with Business, SMBC counterparts at Regional Office, Head Office, Back office and Operations to ensure smooth deal execution. Ancillary activities as per team/Branch requirements. Ensure compliance with regulatory (IFSCA/ MCA/ JFSA etc.) as well as internal (SMBC HO) guidelines at all times. Section 2 (B): Challenges The role involves working in fast paced environment. Time management and prioritization. Ability to handle conflicting situations and multiple activities in parallel. Collaborate and communicate with different departments for successful execution & delivery. Strict compliance with all policies & procedures applicable to Gift City branch. Section 3: Job Responsibilities Ensure proper and timely checks on compliance with HO and IFSCA regulations and guidelines on credit applications received. Check contents of loan/security agreements for adherence to approved credit terms and conditions. Control collection of credit documentation (facility and security documents and CP/CS documents). Instruct registration of facility limits/collaterals in systems when documentation is complete/CPs complied. Monitor collateral condition (expiry dates and adequacy of insurance policies, collateral valuation, etc.). Monitor and manage irregular/exceptional handling transactions until satisfactory closure. Monitor/check Master Covenant Control and loan covenant compliance. Provide information on collaterals and Credit exposures for regulatory reporting. Support for various business units and back-office staff members by providing necessary information on credit control matters. Preparation of Management/IFSCA /internal reports. Participate in initiatives and projects as assigned. Any other matters that may be assigned from time to time. Section 4: (a) Knowledge (b) Skills (c) Experience (d) Good understanding of foreign currency loan markets Knowledge of corporate banking products - working capital loans, real estate loans, foreign exchange. etc. experience and understanding of UK Law facility documentation and Credit analysis methodology for document checking and alignment with Credit approved terms Understanding of Covenant control and calculations for executing the executed and monitoring Master Covenant Checklist Understanding of various kinds of charges and collaterals and process of collateral administration/ valuation etc. Skills Ability to multitask and support on various team activities. Strong analytical skills with high comfort on complex calculations (high numeracy) Diligent, organized, and meticulous with keen eye for details. Open mindset with willingness to learn and is receptive to transformational changes. Both a team player and active independent contributor. Possess strong interpersonal communication skills. (c) Experience Relevant experience as per job responsibilities outlined above. Degree in Banking and Finance or equivalent with at least 7 to 10 years of relevant experience. Qualifications: Full time graduation from a reputed university and preferably FRM/ CFA/ MBA/CA. Section 5 : Certification: advantage to: Any courses related to Credit Risk (Moody's) and Documentation certifications (APLMA/ Trade Finance) (ref:iimjobs.com) Show more Show less

Designation : SAP MM Consultant Job Location : Pune Experience : 5+ years of experience in SAP development/consulting is required. About The Role We are seeking a highly experienced and motivated SAP MM Consultant to join our dynamic team in Pune. The ideal candidate will have a strong background in SAP Material Management (MM) and a proven track record of successful end-to-end implementation projects. You will play a crucial role in shaping our SAP landscape, collaborating with business stakeholders, and ensuring the seamless deployment of robust SAP MM solutions. Key Responsibilities As an SAP MM Consultant, you will be instrumental in : Project Leadership & Execution : Actively participating in and driving at least one full end-to-end SAP MM implementation project, from conception to post-go-live support. Strategic Planning & Design : Leading and facilitating business workshops, gathering requirements, performing fit-gap analysis, and designing comprehensive SAP MM solutions tailored to business needs. Configuration & Deployment : Configuring core SAP MM functionalities, including but not limited to : SAP MM / WMS Organization Structure : Defining and configuring organizational elements such as Purchasing Organization, Plants, Storage Locations, and their integration with Warehouse Management System (WMS) components if applicable. Automatic Account Determination : Setting up precise automatic account determination for various inventory and procurement transactions to ensure accurate financial postings. Release Strategies and Pricing Procedures : Designing and implementing complex release strategies for purchasing documents (e.g., Purchase Requisitions, Purchase Orders) and configuring intricate pricing procedures to manage procurement costs. Batch Management and Serialization : Configuring and managing batch management processes for materials requiring specific handling and tracking, and implementing serialization where necessary. Inventory Management (IM) : Managing and optimizing all aspects of inventory, including goods movements (receipts, issues, transfers), stock types, special stocks, and inventory valuation. Physical Inventory : Planning, executing, and reconciling physical inventory counts to maintain accurate stock records. Reservations and Consumption-Based Planning : Setting up material reservations for future requirements and configuring consumption-based planning methods (e.g., reorder point planning, forecast-based planning) to ensure optimal stock levels. Procure-to-Pay (P2P) Process Optimization : Analyzing, designing, and optimizing the entire Procure-to-Pay cycle, from requisitioning to invoice verification. Master Data Management : Ensuring accurate and efficient setup and maintenance of MM master data, including Material Master, Vendor Master, Purchase Info Records, and Source Lists. Integration : Collaborating with consultants from other SAP modules (FI, SD, PP, QM) to ensure seamless integration and data flow across the SAP landscape. Testing & Quality Assurance : Developing and executing test plans, including unit testing, integration testing, and user acceptance testing (UAT), to validate solutions. Documentation & Training : Creating detailed functional specifications, configuration documents, user manuals, and providing training to end-users and key business stakeholders. Support & Continuous Improvement : Providing post-go-live support, troubleshooting issues, and identifying opportunities for process improvements and system enhancements. Required Qualifications Bachelor's degree in Computer Science, Information Technology, Business Administration, Supply Chain Management, or a related field. Minimum of 5 years of hands-on experience in SAP MM consulting, with a strong emphasis on configuration and implementation. Demonstrated experience in at least one full end-to-end SAP MM implementation project. In-depth knowledge of SAP MM functionalities, best practices, and integration points with other SAP modules. Excellent analytical, problem-solving, and conceptual skills. Strong communication, presentation, and interpersonal skills, with the ability to effectively interact with business users and technical teams. Ability to work independently and collaboratively in a fast-paced environment. Preferred Skills SAP Certification in Material Management (MM). Experience with SAP S/4HANA MM implementation or conversion projects. Exposure to specific industry processes related to procurement and inventory management. Familiarity with ABAP debugging and understanding of technical specifications. Compensation : As per Industry Standard. (ref:hirist.tech) Show more Show less

Are you a creative design enthusiast looking to kickstart your career? Finocontrol is seeking a talented Creative Design intern with knowledge in UI & UX Design, Canva, and Figma to join our dynamic team. This is an exciting opportunity to gain hands-on experience and showcase your skills in a fast-paced environment. Selected Intern's Day-to-day Responsibilities Include Collaborate with the design team to create visually appealing and user-friendly interfaces for digital platforms. Assist in designing marketing materials such as social media graphics, presentations, and email campaigns using Canva. Conduct user research and testing to optimize the overall user experience on our website and mobile app. Develop wireframes and prototypes in Figma to communicate design ideas and gather feedback from stakeholders. Stay up-to-date on industry trends and best practices in UI & UX Design to bring fresh ideas to the table. Support the implementation of design guidelines and maintain brand consistency across all projects. Take on ad-hoc design tasks and contribute to the overall success of the design team. If you have a passion for design and are eager to learn and grow, apply now to join Finocontrol as our Creative Design intern! About Company: Finocontrol Consultancy Services LLP is a leading financial consulting firm, ranked among the top 10 in financial modeling. It specializes in financial modeling, business valuation, investment banking, and training programs. Backed by a skilled team and advanced analytics, Finocontrol provides precise and reliable solutions to help clients achieve their financial goals while also focusing on talent development and industry best practices. We give placement to candidates who opt for our courses as well as help comp with financial modeling and the Investment banking program. Show more Show less

Position Overview Job Title - Fund Accounting & Reporting Analyst, AS Location - Mumbai, India Role Description Our Fund administration team is working with some of the top names in the fund industry. You’ll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our team of experts will be there to coach and support your development to ensure you excel in this role. Enhance your career prospects through exposure to the diverse nature of funds like Money market, Equity, Arbitrage, Exchange traded, hybrid funds, etc handled and serviced by Fund administration division. What We’ll Offer You As part of our flexible scheme, here are just some of the benefits that you’ll enjoy. Best in class leave policy. Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your Key Responsibilities Computation and reconciliation of NAV, checking income accruals, NAV movement, etc Reviewing Bank and Holding reconciliations and resolving breaks, if any Processing and verification of all trades for the day processed in the system Valuation / pricing of securities Coordination with client for trades. Coordinate with Registrars for Unit Capital files and checking and processing the same in the system Monitoring the email instructions for trades and other instructions including Custody instructions. Computation of Income equalisation and distributable surplus Computation and Dissemination NAV to the Press, Registrar, etc. Trial Balance Scrutiny Audit co-ordination and finalization of accounts Your Skills And Experience 3-4 years of experience Knowledge of Mutual Fund Accounting and operations Understanding of capital / Financial / derivative market Understanding of various valuation tools and methodology Good communication and presentation skill How We’ll Support You Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team A culture of continuous learning to aid progression About Us And Our Teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Show more Show less

Key Responsibilities Understand business, industry profile, and fund requirements of clients Manage client and banker relationships and public relations Prepare investment decks, teasers, CMAs, information memorandums, and project reports/proposal notes for fundraising Present proposals to bankers Respond to bank queries and coordinate with lawyers and valuers Coordinate and troubleshoot between clients and bankers Handle client-banker site visits including factory and outstation visits Visit bankers for proposal finalization and note preparation Work on business consulting assignments Perform valuation and due diligence tasks Conduct data analytics and process improvement initiatives Carry out revenue leakage audits, management audits, and debtor and inventory reviews Manage end-to-end client relationships Assist with annual balance sheet planning and reviews with projections Prepare and present data to improve clients' external credit ratings Ensure timely preparation and presentation of comprehensive monthly MIS Conduct profitability and cost-benefit analyses About Company: AHC Group is an association of passionate financial management and consultancy professionals with BIG4 exposure and combined experience of 25+ years across industries. We, at AHC Group, act as a one-stop shop for all financial advisory, audit, and taxation-related needs of startups and rapidly growing companies. AHC Group enjoys a long-standing relationship with industry experts across BIG4, lawyers, banks insurance companies, and NBFCs. We have a meaningful association with various govt departments as well. We strive to be your perfect partner during the entire business life cycle. We are focused on business consulting and advisory, fundraising, structured debt solutions, real estate financing, business modeling and restructuring, tax advisory and compliance, revenue leakage audits, and all financial advisory needs of SMEs and mid-corporates. Show more Show less

Selected Intern's Day-to-day Responsibilities Include Engaging with leads daily and validating key confidential information. Assisting in addressing users' concerns and queries, providing them with suitable solutions or responses quickly. Maintaining data and internal files on G Suite products. Adapting to a fast-paced and dynamic business environment, which includes adjusting working procedures as needed. About Company: Gloval International is a valuation consultant and advisory services firm. We started operations in the year 2010 with offices in India and Dubai. Ever since, we have expanded to Singapore, France, Sweden, and the UAE. We offer our clients a full range of valuation services. Show more Show less

About This Role Wells Fargo is seeking a Customer Resolution Representative In This Role, You Will Support internal and external customers with inquiries and complaints regarding financial products and services Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly Required Qualifications: 2+ years of contact experience in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing, researching inquires and reconciling transactions Review time sensitive documents Receive direction from supervisor and coordinate situations involving other departments Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Min bachelor's in commerce/ BBA, MBA in Finance and similar finance related qualifications will be advantageous. Job expectations will be to review complex paperwork submitted by clients and process transactions involving both cash and securities. Liaison with ACAT Teams, Legal Teams, Risk Teams to resolve queries and complete asset movement from deceased accounts to Beneficiary Accounts. Have good exposure to MS-Excel which will be utilized in day-to-day workings. Have good knowledge of U.S Securities Markets and Financial Instruments which will be required in Asset Movement function for the Job Role. Have good working knowledge of IRS Regulations with regards to IRA Accounts and Brokerage Accounts. Have good, focused mindset to work in movement of Securities without causing errors ad misses due to complex nature of movement involved and securities valuation related to the market. Posting End Date: 25 Jun 2025 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants With Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment And Hiring Requirements Third-Party recordings are prohibited unless authorized by Wells Fargo. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Reference Number R-464740 Show more Show less

The Fund Accounting Analyst is an entry level position responsible for assisting in a variety of fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit prices. Responsibilities: Monitor the work activities to ensure timeliness/accuracy of the funds activities in a department, including calculation of NAV and distribution factors Assist in reviewing stock and cash reconciliations as a Checker to ensure the exceptions noted have no NAV impact and items cleared are treated correctly Ensure corporate actions are correctly reflected on the NAV Assist in handling complex issues Facilitate prompt investigation and resolution of any client queries in a timely and professional manner Ensure client Service Level Agreement (SLA) and deadlines are met Assist in the collection and analysis of relevant management information from an operational and client perspective Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Relevant experience preferred Experience in accounting, finance, or business-related area Experience within Financial Services or Operations MBA graduates, CFA certification or Chartered Accountants preferred Proven experience in funds administration Knowledge of funds services and processes Education: Bachelor’s degree/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Show more Show less

The Fund Accounting Analyst is an intermediate level position responsible for participating in a variety of fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit prices. Responsibilities: Monitor work activities to ensure timeliness and accuracy of the funds activities in a department, including calculation of NAV and distribution factors Assist in preparing financial statements, tax reporting, and regulatory filings Serve as the Senior Checker for complex tasks Review aging break items and breaks over a certain dollar threshold Track delivery for the clients assigned Assist the team manager in audit queries, client queries, and risk related items Serve as backup to the team coordinator or manager Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 0-2 years of relevant experience Project Management certification preferred Experience in accounting, finance, or business-related area Experience in fund administration, change management, and/or project management Knowledge of financial operations Consistently demonstrates clear and concise written and verbal communication Education: Bachelor’s degree/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Show more Show less

About The Job Introduction to PwC and PwC Acceleration Centers (ACs) At PwC, our purpose is to build trust in society and solve important problems. With offices in 149 countries and more than 370,000 people, we are among the leading professional services networks in the world. We help organizations and individuals create the value they are looking for, by delivering quality in Assurance, Tax and Advisory services. Our global strategy ‘The New Equation’ reflects how we solve important problems facing the world—today and tomorrow. In India, we operate as PwC India and PwC Acceleration Centers. PwC Acceleration Centers (ACs), formerly Service Delivery Centers, include two entities in India – Acceleration Center Kolkata and Acceleration Center Bangalore. The Acceleration Centers in India are diverse, global talent hubs focused on delivering value to our clients – providing virtual client engagement support around the world and across all PwC’s services and capabilities. A role in PwC AC will provide you opportunities to apply skills beyond the workplace to create ground-breaking solutions for engagement teams, clients and our communities. Competency Overview The Valuations team focuses on performing and executing a variety of valuation exercises involving financial modelling and analysis (including, but not limited to: business enterprise valuations, valuations of intellectual property and intangible assets, goodwill impairment testing, debt valuation and valuation for deal support and fundraising, investment entity valuations for private equity and pension funds, and option pricing and financial instruments valuations), and report and memo writing. Our team also focuses on valuation of personal property, plant, and capital equipment, data analytics, and dashboard creation using a variety of tools and technologies. We create value for our clients by bringing deep sector and industry expertise in Financial Services, Technology Media & Telecommunication, Consumer Market, Healthcare, Industrial Products, Energy, Mining, etc. Job Overview As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Your contribution will involve the following but are not limited to: Provide expert valuation reports for a variety of purposes including mergers and acquisitions(M&A), financial reporting, taxation, corporate planning (decision support) and corporate governance. Deliver in-depth understanding of the value of each entity or asset involved in their transaction, along with relevant technical and industry knowledge, and a true knowledge of the specific factors driving each individual transaction. Help engagement teams advise boards, management and special committees to arrive at informed decisions, and help engagement teams in providing credible perspectives as to whether a proposed transaction is fair, demonstrating they have weighed advice from credible sources. Establish credibility with stakeholders by demonstrating subject matter expertise and knowledge. Contribute to pursuit teams and proposal development including innovative approaches and methodologies tailored to address specific client requirements. Manage Valuations teams, coaching and supporting team development and sharing technical knowledge. Assist and take part in various internal initiatives (such as digitization, industry specialization, etc.) and in business development. Provide support to team members in valuation technical skills and industry knowledge. Experiences And Skills You’ll Use To Solve An interest in upskilling for a digital world and technology trends, an openness to learning new tools and adapting how you work. Completed undergraduate degree with outstanding academic credentials. Must possess a CA / MBA/ CFA qualification or an equivalent accounting or financial designation with 10-14 years of relevant experience. The role requires a demonstrated ability to develop strong relationships with territory teams. Proven ability to manage project workflows and deliver on time Proactive, takes ownership of processing and reviewing tasks and assignments, accepts responsibility for outcomes. Experienced at preparing and/or coordinating complex written and verbal materials. Experience as a team leader: supervising diverse teams to create an atmosphere of trust, seeking diverse views to encourage improvement and innovation and coaching staff including providing timely meaningful written and verbal feedback. Knowledge of financial modelling. Location: Bangalore, Kolkata, Gurgaon, Hyderabad & Mumbai. Show more Show less

Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Financial Services Unit Aditya Birla Finance Limited Location Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) Area Sales Head Reports to: Poornata Position Title Regional Sales Head/Cluster Sales Head Function Sales Reports to: Function Sales Department Retail LAP - Tier 1 DSA Channel Reports to: Department SME Designation of the Employee Area Sales Head Designation of the Manager Regional Sales Head/Cluster Sales Head Date of writing/updation of JD 20 th Nov 2023 Job Purpose : Write the purpose for which the job exists (in 2-3 lines) (Max 1325 Characters) To set business objectives for area in line with the Retail LAP Tier 1 business unit objectives of book size, profitability, MIS & portfolio management, team building etc.; to devise business strategies for Area wise achievement of business objectives and to execute the SME business’ distribution strategy by managing Retail DSA Channel Partners . To ensure the end-to-end management of SME transactions with superior product delivery and to monitor the credit quality of new acquisitions Dimensions: Mention quantitative or qualitative parameters that are relevant for the job and provide a better understanding of the scope and scale of the job Retail LAP - Tier I Parameters Measurement Unit Last Year Current Year (LE) Next Year (Proj) FY 22-23 FY 23-24 FY 24-25 Closing Book Amt In Cr 6,048 7,800 10,700 No. of Customers (Lan) Count 5,300 6,500 9,000 Disbursement Amt In Cr 3,525 4,000 4,500 Locations/Branches Count 40 55 70 Revenue-(NII + Fee Income ) Amt In Cr 272 327 375.0 PBT Amt In Cr 191.6 226.0 255.0 PAT Amt In Cr 143 168 189 CIR % 33.4% 31% 31% ROA % 2.72% 2.55% 2.50% ROE % 18.15% 19.50% 19.00% Insurance –Xsell Net Amt In Cr 15.0 20.0 27.5 Quality/GNPA % 183 165 150 Bounce % % 16.0% 13% 11% Sales + Collection + Support (Head Count) Count 160 225 275 DSA’s & Vendor Count 1,750 2,250 2,500 Job Context & Major Challenges : Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section ((Max 3975 Characters) Aditya Birla Finance Limited ("ABFL"), a lending subsidiary of Aditya Birla Capital Limited is among the leading well-diversified non-banking financial services company in India. ABFL offers customized solutions in areas of personal finance, SME finance, SME finance, corporate finance, wealth management, debt capital markets and loan syndication. ABFL is registered with RBI as a systemically important non-deposit accepting non-banking finance company (“NBFC”) and is amongst the top five largest private diversified NBFCs in India based on AUM. For the FY ended 31st March 2023, ABFL has a book size of Rs. 66,923 Crores, net PAT of Rs 1287 Crores and net worth of 7,784 crores. The Net Interest Margin expanded by 53 bps y-o-y to 7.35% and ROA at 2.47%. ABFL’s long-term credit rating of AAA (Stable) has been reaffirmed by ICRA in February 2023. ABFL also has a long-term credit rating of AAA (Stable) by India Ratings, Perpetual debt credit rating of AA+ (Stable) by ICRA and AA+ (Stable) by India Ratings (Stable) and short-term credit rating of A1+ by ICRA & India Ratings. SME caters to the varied needs of a diverse set of customers across retail, HNI, ultra HNI, Micro, Small & Medium enterprises. It encompasses a wide variety of financing solutions for clients, ranging Loan against property, to more complex Lease Rental discounting, Commercial Purchase and Construction Finance lending. Financing solutions are provided to Self-Employed [professionals/ non-professionals] against a wide array of lending programs, each of which aims to estimate the client’s repayment capability accurately before the company to take an exposure. The lending program requires assessing clients on various dimensions, including income, repayment behavior, stability of income/ residence, profile, collateral [valuation, marketability], ownership structure of business and the property and many others. Loan approvals entail a good mix of profile checks, balance sheet lending and collateral assessment. An in-depth understanding of the customer’s business model, Cash flows, customers & suppliers, success factors and dependencies needs to be considered given these are long term exposures [ranging upto 15 years]. The financials are assessed to understand the repayment capability in the near and long term. Collateral assessment is another complex part of the underwriting process involving checking the structural stability, marketability, valuation, regulatory / local body compliance and legal veracity – all to ensure the property can be liquidated to repay the loan if required in case of customer default. Lending is often structured to meet the client needs by deriving comfort through the hard collateral [can be a ready or under-construction property / project] and cash flows [in form of rentals, or project cash-flows – both against sold/ unsold receivables]. For the FY ended 31st March 2023 , SME is significant contributor to ABFL’s Portfolio (35% of ABFL Book Size) with a closing book of 23,133 crs SME has been delivering all-time high PBT of almost 563.3 crs and has posted 3.04% of ROA for FY23 SME has moved into segmented strategy model with further focus on client types considering their different complexities and expectations In Retail LAP – Tier 1 Business , robust & tiered distribution network has been put in place to expand retail footprint of SME Business to More than 75 locations across pan India with key intent to add to the Topline numbers and create a sizeable and profitable at the same time quality Portfolio. To bring in more focus on distribution and channel engagement we propose the following structure wherein Tier 1 is divided into 2 verticals: Alternate Channel Business which will source from Corporate channels and 2. Retail Channel which will source from Non-Corporate channels For the FY ended 31st March 2023 , Tier I has been significant contributor to SME Portfolio (26% of SME Book Size) with a closing book of 6,048 crs Tier I had also delivering all-time high PBT of almost 192 crs and has posted 2.7% of ROA for FY23. Being one of the most preferred asset classes in the lending business today, this business continues to present challenge of competing with all FI’s / Banks in a highly price sensitive target segment. Key Challenges Retail LAP – Tier I as a business faces a lot of competition from Banks, other NBFCs and Fintechs which has been intense, dynamic and ever changing considering the entry of new players in the market. Managing factors like technological advancements, changing regulations, and evolving consumer behavior Strongly imbibe the ethical way of business & drive Aditya Birla Group’s Vision & values to each and every one in the team. Develop robust processes across Credit, operations, Collections & legal. Manage profit & loss, manage portfolio, customer, customer portfolio, customer life-cycle to maintain a clean Book growth and hygiene. Spearhead & launch many campaigns to drive the business in respect to Distribution, support functions & keep the spirit & morale high for the team while imbibing the ethical way of business & drive Aditya Birla Group’s Vision & values to each and every one in the team. Manage and Monitor employee productivity and foster employee development To ensure manpower is in place to execute the desired business plan. Setting up robust, comprehensive and scalable Governance frameworks for identifying and managing risk. Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated Key Result Areas (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Deliver Sales growth at the location and expand the customer base Identify business growth opportunities across the location, build direct/Retail DSAs channel/ new client acquisition strategies and tap growth opportunities to achieve area targets Augment the business volumes of SME lending in the location, manage client databases and tap them through Relationship Managers. Drive relationships with key clients, faster TAT and cross selling initiatives in order to increase the client base of the Area. Monitor lead generation & RM sales productivity metrics to drive a high-performance sales culture across the areas. Analyze product positioning and competition across the locations and develop the distribution network Scan the location market and its competitive offerings on a periodic basis, report on emerging trends and business opportunities for the SME segment to the head office Engage with retail DSA channel partners and develop a touch point management system for faster customer connectivity Conduct engagement programs and sales trainings to develop channel partners Monitor SLAs, sales efficiencies and RoIe of channels Effectively deploy schemes and prioritize sales of high revenue products and structures Drive high levels of customer satisfaction across the location through relationship managers Monitor client servicing metrics, develop relationship marketing programs and motivate RMs and channel partners to display highest levels of client servicing standards Encourage the implementation of improved processes and best practices in order to enhance operational productivity Engage with key customers on a periodic to build stronger relationships, thereby contributing to faster growth Monitor customer issues and complaints and drive necessary action to address the same Analyze and communicate information for better risk management and operational effectiveness to the management team Support the risk and review process by supervising the preparation of loan proposals and documentations to ensure controlled operations for the locations Liaise with the customers and the Risk team to provide regular information required for monitoring the creditworthiness of the proposals Prepare periodic MIS reports for profits, NPAs, new clients & report on a periodic manner to Cluster Area/Regional Heads. Team Management & Development Guide and develop RMs to facilitate better customer acquisition, retention and support, and helping them to achieve superior performance standards Nominate teams for product, behavioral and negotiation trainings and work for self development initiatives Job Purpose of Direct Reports : Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report) Relationship Manager - To effectively contribute towards building the SME line of business and loan book by marketing/ selling all products (LAP/LRD) and solutions to potential and existing customers at targeted yields and fee through a strong distribution network, identified and empaneled able retail DSA Channel partners through knowledge sharing and capability building. Leverage an understanding of local markets and preferences and facilitate structuring of loans in accordance, while ensuring all necessary due diligence is conducted to prevent fraudulent loans and ensure all sales processes are carried out in keeping with internal and regulatory guidelines. Relationships: Describe the nature and purpose of most important contacts or relationship (except superior/team members) with individuals, departments, organizations inside and outside of the organization, that job is required to interact with in order to deliver the job objectives Relationship Type (Max 80 Characters) Frequency Nature (Max 1325 Characters) Internal Cluster Head Relationship Managers HO HR dept Risk dept Operations dept Weekly Daily Weekly Need based Fortnightly Weekly Region business MIS, review on new market development Reviewing new leads generated & new clients developed MIS Region recruitments, performance reviews Providing market intelligence, MIS on deviations in client accounts Client servicing issues External Existing and Prospective clients Retail DSA Channel partners Daily Daily/ weekly CRM & understanding the need of new products Product and business development initiatives Organizational Relationships : Provide the structure for a level above and below the position for which this job description is written. Use position titles in the structured and indicate all the reports of the position. SIGN -OFF: Provide the name of the Manager and the jobholder. Signature needed for the hard copy of the JD. Hard copy to be maintained in the organizational record. Job Holder Reports to – Manager Name Signature (needed for the hard copy) Show more Show less

Project and Development Services – Corporate Solutions (Pune/India) What this job involves: Steering projects at the helm To be stationed in (region/country), you’ll work side-by-side with the cost manager or senior cost manager to ensure the success of a project—from its pre-design phase to its completion. You’ll assemble and lead various project teams; and monitor the teams’ performance, and bring out the best in every team member. You’re also in charge of creating the organisational structure, project objectives and working procedures for the teams. Your Cost management skills will also be of great value, as you set up clear project cost plans and allot sufficient budget to achieve optimal results and meet the company’s target profits. Also part of your job is to attend project meetings as required, develop monthly reports and carry out contract administration. Furthermore, you’ll oversee negotiations, analyses and promotions of quality control systems. Your task is to fully understand, collect and deliver clients’ requirements. The CC team will depend on you to help schedule or plan establishment, value engineer, and design change management. You’ll also assist the contract manager in all related procurement and VO management. On top of that, you’ll support the construction manager in all related installation, site inspection and contractor management, Prepare BOQ’s, Quantity Survey & Quantity Take Off, Cost Analysis for each of the line items in the BOQ as required for project to project, Benchmarking, Review & Standardize of Specifications, Sound Technical Knowledge on Civil / MEP aspects as applicable, Procurement from Cost Management perspective, Finalise Commercials with vendors, Rate Contracts as applicable, Boosting client relationships Helping clients achieve success is what JLL does best—and your role is an extension of this tradition. To effectively help our clients, you’ll identify their needs and constraints, and work around these challenges. You also have to effectively represent our clients throughout the whole duration of the projects. Do you have an enormous talent for promotion? If so, this is the perfect job for you, as you’ll also represent and promote the company throughout the project. The Cost Manager is responsible for implementing administering and maintaining cost control systems and procedures to track budgets, commitments, expenditures and forecasts, and to assist in the preparation and review of cost estimates and schedules for projects of medium complexity and value; Provide cost information to support decision and alternative selection Evaluate contractor invoices prior to submission into client Finance systems for pre-approval Utilize information from SAP (or similar) and input to cost report and validation of spending Evaluate and analyze bids and provide recommendation for decision making Provide forecasts and cash flow analysis Maintain and manage the cost report and provide regular updates on financial position Assist in the development, validation and maintenance of the project schedule Assist in developing reporting tracking tools and generates cost reports on regular basis including evaluation of earned value Support the coordination of the Change Management process for the project Build intricate spreadsheets to enable fast and accurate data manipulation of large data sets Extract data from several sources, transforming it to fit operational needs Reconcile data to support complete accuracy and creates a clean audit trail Pre-Contract Developing cost plans and estimates through the design phase, delivering updated cost plans at appropriate design milestones. Providing commercial input to design optioneering and input into value engineering exercises. Reviewing contractor and subcontractor pricing and leading negotiations on behalf of the client to drive fair contract prices. Post-Contract Performing quantity surveying, cost controls and change management activities throughout the project life cycle. Ensuring that post-contract cost variances and change control processes are managed effectively. Ensuring that cost auditing and valuation work is managed effectively and that a robust process for cost validation is in place. Carrying out the production of monthly cost reports for presentation to the client. Ensuring that final accounts are negotiated and agreed in a timely manner. Compiling as built cost estimate records for bench marking purposes. A seasoned expert The ideal candidate is no neophyte—you should exhibit high-level management skills, and should hold a degree in relevant property-related discipline. Likewise, you should have established yourself as a professional within design, construction and cost management. Moreover, you should have a proven track record in profit planning, business development, networking and marketing. An effective communicator Are you considered a natural communicator? Alongside your native tongue, do you have a strong grasp of written and spoken English? You’ll need it in this role - strong communication skills will surely land you the job. Likewise, you’ll be in charge of creating an environment where all team members are encouraged to contribute; as well as managing company staff to achieve enthusiastic and effective contribution to the project. Furthermore, you’ll actively search for improvement opportunities, and empower the team to implement them. What we can do for you: At JLL, we make sure that you become the best version of yourself by helping you realize your full potential in an entrepreneurial and inclusive work environment. We will empower your ambitions through our dedicated Total Rewards Program, competitive pay and benefits package. Apply today! Show more Show less