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9 Job openings at Vipany Management Consulting
About Vipany Management Consulting

Vipany Management Consulting provides innovative solutions in management consulting, specializing in performance improvement, strategic planning, and operational efficiency.

Service Delivery Ambassador - Cash

Salem, Chennai

1 - 5 years

INR 2.0 - 5.0 Lacs P.A.

Work from Office

Full Time

The Service Delivery Ambassador Cash is responsible for managing day-to-day branch operations with a strong focus on customer service, compliance, and risk management. The role includes handling customer transactions, cross-selling bank products, ensuring adherence to audit and compliance guidelines, and contributing to business growth by nurturing existing relationships and generating leads. Key Responsibilities: 1. Branch Operations, Compliance & Risk Management: Authenticate customer identity through signature verification and valid ID documentation before transaction processing. Ensure customer verification via phone or in-person contact as per internal norms and operating procedures. Report suspicious activities, operational deviations, or irregularities to the Branch Operations Manager / Branch Manager. Track and update inventory and deliverables in designated registers, with joint sign-off with BOM at day-end. Process customer service requests in a timely and efficient manner. Maintain organized records by filing vouchers, forms, and service requests appropriately. 2. Sales & Business Development: Meet cross-sell targets including Life Insurance (LI), General Insurance (GI), bill payments, and digital banking (Mobile & Internet Banking). Achieve Fixed Deposit (FD) mobilization targets. Generate and follow up on leads for asset products, fee-based services, Demat accounts, and other banking products. Build and strengthen relationships with mapped customers to enhance wallet share and customer retention. 3. Capability Building: Complete all mandatory training and development programs as scheduled. Obtain and maintain required certifications (AMFI, IRDA, NCFM, etc.). Continuously upgrade knowledge by reviewing relevant circulars, compliance updates, and operational manuals. 4. Audit & Compliance Adherence: Ensure strict adherence to regulatory, audit, and compliance standards. Maintain availability of updated brochures, forms, and marketing materials at the customer service desk. Participate in regular internal checks and audits to uphold operational integrity. Key Skills & Competencies: Customer-Centric Attitude Strong Knowledge of Banking Operations Good Communication & Interpersonal Skills Understanding of Regulatory & Compliance Frameworks Ability to Cross-Sell & Upsell Banking Products Attention to Detail & Accuracy in Documentation

Aspire relationship manager

Dindigul, Chennai, Coimbatore

2 - 6 years

INR 2.0 - 5.5 Lacs P.A.

Work from Office

Full Time

Roles and Responsibilities Client Acquisition & Relationship Management: Acquire and manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs). Deepen existing client relationships by understanding financial goals and offering tailored banking and investment solutions. Business Development & Revenue Growth: Identify and execute cross-sell opportunities across liability products such as credit cards, life insurance, general insurance, fixed deposits, and mutual funds. Drive consistent growth in the portfolio value through new client acquisition and increased wallet share. Channel Collaboration: Collaborate with retail branch banking teams to create and convert business opportunities across regions and channels. Support team-based targets while promoting synergy between departments. Third-party Product Sales: Promote and sell third-party financial products in partnership with leading institutions, ensuring regulatory and compliance standards are met. Customer Service Excellence: Deliver best-in-class customer service by promptly addressing client inquiries, concerns, and service requirements. Ensure timely and accurate documentation, onboarding, and service delivery for all clients. Qualifications and Skills: Graduate/Postgraduate in Finance, Commerce, or related fields. Proven track record in HNI/NRI relationship management within the banking/financial services industry. Strong product knowledge across banking and investment offerings. Excellent communication, interpersonal, and negotiation skills. Ability to work independently as well as in a team-oriented environment.

Priority Relationship Manager

Goregaon, Amritsar, Delhi / NCR

8 - 13 years

INR 18.0 - 33.0 Lacs P.A.

Work from Office

Full Time

We are seeking an experienced and dynamic Relationship Manager to manage and grow a portfolio of High Net Worth Individuals (HNI) and Ultra HNI (UHNI) clients. The ideal candidate will possess deep knowledge of wealth management products and offer end-to-end advisory and portfolio management solutions. This role requires strong interpersonal skills, a client-first approach, and the ability to manage an AUM portfolio exceeding 100 Cr. Key Responsibilities: Client Relationship Management: Handle a portfolio of affluent HNI/UHNI clients with total AUM of 100 Cr and above. Act as a trusted advisor to clients, offering customized financial and investment solutions aligned with their long-term goals. Ensure client retention, satisfaction, and consistent engagement through proactive communication and reviews. Offer white-glove service through regular portfolio updates, market insights, and exclusive wealth management offerings. Wealth Management & Advisory Services: Provide expert advice on a wide range of wealth products including Mutual Funds, Insurance (LI/GI), SIPs, AIFs, PMS, Bonds, and Structured Products. Guide clients on family wealth planning, succession planning, and tax-efficient investment strategies. Collaborate with Private Banking Relationship Managers to offer seamless financial planning and estate management solutions. Business Development & Revenue Generation: Acquire new HNI/UHNI clients through networking, referrals, and strategic market mapping. Drive cross-sell of banking products including liability products, investment solutions, insurance, and digital banking services. Achieve defined revenue and sales targets through deepening wallet share and increasing AUM. Compliance & Risk Management: Ensure all client interactions, transactions, and advisory practices comply with internal policies, regulatory guidelines, and risk frameworks. Maintain up-to-date documentation and adhere to KYC/AML norms. Attend product and compliance trainings regularly to stay informed on market and regulatory updates. Key Skills & Competencies: Strong interpersonal and client-handling skills with ability to build long-term relationships Excellent communication, negotiation, and presentation skills In-depth understanding of wealth management, investment products, and financial planning Strategic thinking with strong analytical and decision-making ability High level of integrity and customer-centric approach Well-groomed, articulate, and professional demeanor Qualifications & Experience: Graduate/Postgraduate in Finance, Commerce, Economics, or related fields (MBA/CFP/CFA preferred) Minimum 8 years of experience in Wealth Management / Private Banking / Financial Advisory Proven track record in handling affluent clientele and large AUM portfolios (100 Cr+) IRDA, AMFI, or other relevant certifications preferred

Relationship Premium Accounts Manager - Banking

Chennai, Coimbatore

1 - 5 years

INR 2.0 - 5.0 Lacs P.A.

Work from Office

Full Time

To acquire high-end Current and Savings Accounts (CASA) through open market sourcing and drive cross-selling of other banking products and services, ensuring customer activation, retention, and a seamless transition to branch banking. Key Responsibilities Responsibility: 1: Acquire high-value Current Accounts through open market leads and achieve monthly CASA targets. Ensure strict adherence to bank policies, including KYC and AML compliance. 2: Ensure seamless onboarding and handover of new customers to the branch banking team for long-term engagement. 3: Drive early activation of accounts (within M1 and Q1): ensure customers maintain Average Quarterly Balance (AQB), initiate transactions, achieve 75% internet banking penetration, and 50% DSB (Digital Savings Bank) penetration. 4: Conduct lead generation activities in the catchment area through direct sourcing, networking, and promotional events.5Identify and generate leads for cross-selling; coordinate with Branch Manager and product teams (RBL, Trade, FX, CMS/DSB, etc.) to deliver comprehensive banking solutions. Qualifications & Experience Education : Minimum: Graduate Preferred: MBA with IRDA certification Experience : 1- 5 years of experience in acquiring New-to-Bank Current Accounts, preferably in the SME segment In-depth knowledge of commercial catchments and local business ecosystems Fluency in the local language is essential Competency Requirements Technical Skills Computer Proficiency : Strong knowledge of MS Excel Banking Knowledge : Basic understanding of Business Banking products including Trade, Forex, and CMS is desirable Behavioral Skills Communication : Strong verbal and written communication skills; fluency in English Sales Acumen : Target-driven with a proven track record in customer acquisition and relationship building Teamwork & Coordination : Ability to collaborate with internal teams to deliver value-added services to clients

Legal Manager - Litigation & Recovery

Ahmedabad

3 - 5 years

INR 3.0 - 8.0 Lacs P.A.

Work from Office

Full Time

Key Responsibilities: Represent the company in arbitration proceedings , civil and criminal litigation , and matters under Section 138 of the Negotiable Instruments Act . Initiate and pursue legal recovery actions against defaulters, ensuring effective resolution and closure of cases. Handle economic offences , consumer forum cases , recovery suits , and service-related legal matters . Proactively manage and reduce litigation filed against the company by effective handling and timely intervention. Obtain interim relief under Sections 9 and 17 of the Arbitration & Conciliation Act , including securing attachment orders on borrower properties through courts/tribunals. Visit police stations and advocates offices for follow-ups and procedural requirements. Travel across branches in Gujarat for legal case reviews, audits, and process initiation. Draft and send legal notices to defaulters and prepare responses to legal notices received by the company. Assist and support the collections , customer service , and other internal departments on legal matters and compliance. Desired Candidate Profile: Minimum 3 years of experience in the legal domain, preferably with exposure to corporate or financial services. Proven expertise in legal drafting including petitions, complaints, and replies. Strong knowledge of: Arbitration laws Section 138 of the N.I. Act Police complaints and follow-ups Consumer disputes Execution petitions NCLT and Winding-up Petitions Excellent written and verbal communication in English and local language. Willingness to travel extensively across Gujarat for official legal work.

Senior Finance Specialist

Bengaluru

7 - 9 years

INR 3.0 - 8.0 Lacs P.A.

Hybrid

Full Time

The Finance Specialist will be responsible for the day-to-day finance and accounting operations with a primary focus on Taxation , Accounts Payable , and General Ledger functions. This includes managing vendor payments, statutory filings, compliance with regulatory requirements, and supporting process improvement initiatives within the Finance function. Key Responsibilities: Accounts Payable: Ensure timely and accurate processing of supplier/vendor invoices in SAP. Perform 3-way invoice matching (PO, invoice, GRN) and verify GL account coding and tax treatment. Resolve invoice discrepancies in coordination with internal stakeholders and vendors. Manage vendor master data: onboarding, registration, bank detail updates, and compliance validations. Ensure timely and accurate vendor and statutory payments. Address vendor inquiries and provide excellent internal and external customer service. Taxation & Compliance: Prepare and file GST , TDS returns, and process TDS payments. Compute advance income tax and assist in related filings. File SOFTEX , APR , and MPR forms with STPI . Ensure compliance with FEMA and RBI regulations. Assist in handling statutory , tax , and internal audits . Financial Reporting & Audit Support: Assist in month-end closing activities , including journal entries and reconciliations. Prepare financial statement schedules and perform reconciliations. Capitalize fixed assets and maintain the Fixed Asset Register . Support audit documentation and reporting requirements. Vendor Reconciliation: Perform reconciliation of vendor/creditor statements. Investigate and resolve discrepancies or aged items on a timely basis. Process Improvement: Identify inefficiencies in finance processes and drive automation or improvement initiatives. Participate in cross-functional collaboration for continuous improvement in finance operations. Provide knowledge sharing and training support within the team. General & Safety Responsibilities: Take ownership of individual and team safety, following all global safety standards and procedures. Identify and address unsafe conditions and encourage a safe work culture. Carry out additional tasks and responsibilities as directed by management. Key Competencies & Skills: Strong knowledge of accounting principles , taxation , and compliance regulations . Proficiency in SAP (FI & Procurement modules) is highly desirable. Advanced knowledge of Excel and working proficiency in Outlook and Word . Excellent analytical, problem-solving, and organizational skills. Strong interpersonal and communication abilities (written & verbal). Proactive and quality-focused with a commitment to accuracy and continuous improvement. Team-oriented, dependable, and capable of working independently.

Non-IT Recruiter

Hyderabad

0 - 1 years

INR 1.0 - 2.0 Lacs P.A.

Work from Office

Full Time

We are seeking a proactive and goal-oriented Non-IT Recruiter to join our dynamic team. The ideal candidate will be responsible for sourcing, screening, and placing candidates across various non-IT sectors, including BFSI, Healthcare, Manufacturing, Retail, FMCG, Education, Logistics, Hospitality, and more. Key Responsibilities: Understand job descriptions and client requirements for diverse non-IT roles. Source candidates through job portals (e.g., Naukri), LinkedIn, internal databases, and referrals. Screen and evaluate candidate profiles via telephonic interviews to assess skills and cultural fit. Coordinate and schedule interviews with hiring managers or client teams. Maintain timely communication with candidates throughout the hiring process, from initial contact to onboarding. Update and manage candidate databases and recruitment dashboards. Foster strong relationships with clients and candidates for long-term collaboration. Achieve daily, weekly, and monthly recruitment targets and deadlines. Required Skills and Qualifications: Bachelors degree in any discipline (HR specialization preferred). 0 - 1 year of experience in Non-IT recruitment. Prior experience recruiting for sectors such as BPO, BFSI, Manufacturing, Retail, Healthcare, or Logistics is a plus. Proficient in sourcing and screening candidates through various platforms. Good knowledge of the recruitment lifecycle and metrics. Strong communication, interpersonal, and negotiation skills. Ability to multitask and manage recruitment independently. Preferred Skills: Experience using ATS (Applicant Tracking Systems). Prior experience in a staffing agency or recruitment consultancy. Target-driven mindset and self-motivated personality. Perks and Benefits: Attractive incentive structure based on performance Exposure to reputed clients and diverse industry verticals Opportunities for rapid career advancement and leadership roles

Graphic Designer

Hyderabad

3 - 8 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

We are seeking a talented and detail-oriented Presentation & Graphic Designer to create impactful and visually engaging marketing and sales collateral. The ideal candidate has a strong eye for aesthetics, a deep understanding of brand consistency, and the ability to convert complex concepts into clear, compelling visual communication. Key Responsibilities Design visually engaging presentation decks, templates, and layouts that align with brand identity and storytelling objectives. Enhance presentations with appropriate animation and transition effects to improve clarity and engagement. Create a wide range of marketing and sales assets such as infographics, whitepapers, solution briefs, and landing pages. Maintain visual consistency across all materials by strictly following brand guidelines (typography, color palette, layout). Collaborate with content creators, subject matter experts, and stakeholders to visually represent data and complex ideas. Stay updated with modern design trends, tools, and techniques to continuously deliver fresh and innovative solutions. Develop and manage a centralized library of design templates, assets, and resources for team-wide use. Must-Have Qualifications Bachelor's degree in Graphic Design, Visual Communication, or a related field 35 years of hands-on experience in graphic and presentation design, ideally in a corporate or B2B environment A robust portfolio showcasing work in presentation design, infographics, marketing collateral, and digital layouts Technical Skills Required Proficiency in Adobe Creative Suite (Illustrator, InDesign, Photoshop) Expertise in Figma for digital layout and team collaboration Advanced skills in Microsoft PowerPoint (expert-level proficiency required) Familiarity with project management and collaboration tools such as Wrike, Zoho, or similar platforms

Talent Acquisition Executive

Hyderabad

0 - 3 years

INR 1.0 - 3.0 Lacs P.A.

Work from Office

Full Time

We are seeking a dynamic and results-driven Talent Acquisition Specialist to manage end-to-end recruitment activities. This role requires a proactive recruiter who can identify, attract, and engage top talent while enhancing the candidate experience and aligning hiring practices with business goals. Key Responsibilities: Collaborate with hiring managers to understand job requirements and develop tailored recruitment strategies. Source and attract candidates using diverse sourcing methods, including job boards, social media, referrals, and networking. Screen, interview, and evaluate candidates to ensure a strong fit for both role and culture. Manage the candidate experience from application through onboarding to create a seamless and engaging process. Maintain accurate and up-to-date recruitment data in Applicant Tracking Systems (ATS) and generate regular hiring reports. Support employer branding initiatives to strengthen the organizations talent appeal. Track recruitment metrics and analyze data to identify trends, optimize performance, and drive continuous improvement. Promote and implement diversity, equity, and inclusion (DEI) practices across all stages of the hiring process. Stay informed about market trends, talent intelligence, and evolving hiring technologies to continuously innovate sourcing strategies. Essential Skills: Proven ability to source and attract high-quality candidates through multiple channels. Excellent communication and interpersonal skills with the ability to influence stakeholders at all levels. Experience in developing and executing effective recruitment strategies. Strong organizational and time management skills to handle multiple roles simultaneously. A passion for delivering a high-quality candidate experience. Desirable Skills: Proficiency in using recruitment analytics to inform decision-making and improve hiring processes. Knowledge of employer branding strategies and experience executing branding campaigns. Understanding of DEI best practices and a commitment to inclusive hiring. Familiarity with recruitment technologies such as ATS (e.g., Greenhouse, Lever) and CRM platforms. Ability to adapt quickly to changing hiring needs and market dynamics. Soft Skills: Strong problem-solving abilities with a solution-focused mindset. Skilled in negotiation and influencing to align candidate and business expectations. Collaborative and team-oriented approach to working with internal stakeholders. Self-motivated, proactive, and goal-driven with a strong sense of ownership.

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Vipany Management Consulting

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Vipany Management Consulting

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Management Consulting

New York

50 Employees

9 Jobs

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