Job Description The candidate will be primarily responsible for the following: - Develop a sound understanding of the various debt products including NCDs, PTCs, Direct assignment etc. - Participate in end-to-end life cycle of debt syndication assignments for FI clients i.e. NBFCs, Microfinance companies and HFCs - Develop knowledge of various aspects of debt fund raising including regulations, tax, excel modelling and documentation. - Creating high-quality content in the form of teasers, presentations, pitchbooks etc. - Provide inputs for transaction structuring. - Assisting in building and managing long-term investment partnerships with all stakeholders including investors, clients, rating agencies, trustee, legal counsel etc. - Assist the clients in strategically managing their asset and liability side of the balance sheets by offering suitable debt and structured finance products. - Identify high quality companies to on board as Company clients. Develop a strong investor franchise for Company's transactions. Job Type: Full-time Pay: ₹1,200,000.00 - ₹2,000,000.00 per year Schedule: Day shift Experience: Debt Syndication : 3 years (Required) Treasury Front office: 3 years (Required) License/Certification: Chartered Accountant (Required) Work Location: In person
Job Description The candidate will be primarily responsible for the following: - Develop a sound understanding of the various debt products including NCDs, PTCs, Direct assignment etc. - Participate in end-to-end life cycle of debt syndication assignments for FI clients i.e. NBFCs, Microfinance companies and HFCs - Develop knowledge of various aspects of debt fund raising including regulations, tax, excel modelling and documentation. - Creating high-quality content in the form of teasers, presentations, pitchbooks etc. - Provide inputs for transaction structuring. - Assisting in building and managing long-term investment partnerships with all stakeholders including investors, clients, rating agencies, trustee, legal counsel etc. - Assist the clients in strategically managing their asset and liability side of the balance sheets by offering suitable debt and structured finance products. - Identify high quality companies to on board as Company clients. Develop a strong investor franchise for Company's transactions. Job Type: Full-time Pay: ₹1,200,000.00 - ₹2,000,000.00 per year Schedule: Day shift Experience: Debt Syndication : 3 years (Required) Treasury Front office: 3 years (Required) License/Certification: Chartered Accountant (Required) Work Location: In person
Job Purpose: Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Roles & Responsibilities: Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans. Monitor and review clients' investment portfolios to ensure they are aligned with their goals and make necessary adjustments as needed. Stay updated on market trends and economic conditions to make informed investment recommendations. Collaborate with other departments, such as sales and wealth management, to identify potential clients and cross-sell investment products and services. Build and maintain strong relationships with clients to ensure their satisfaction and retention. Keep accurate records of client interactions and investment transactions. Comply with all regulatory and compliance standards. Job Type: Full-time Pay: ₹2,000,000.00 - ₹2,200,000.00 per month Schedule: Day shift Experience: Investment Counselor : 5 years (Required) AIF, PMS and MF: 5 years (Required) Work Location: In person
Job Purpose: Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Roles & Responsibilities: Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans. Monitor and review clients' investment portfolios to ensure they are aligned with their goals and make necessary adjustments as needed. Stay updated on market trends and economic conditions to make informed investment recommendations. Collaborate with other departments, such as sales and wealth management, to identify potential clients and cross-sell investment products and services. Build and maintain strong relationships with clients to ensure their satisfaction and retention. Keep accurate records of client interactions and investment transactions. Comply with all regulatory and compliance standards. Job Type: Full-time Pay: ₹2,000,000.00 - ₹2,200,000.00 per month Schedule: Day shift Experience: Investment Counselor : 5 years (Required) AIF, PMS and MF: 5 years (Required) Work Location: In person
Responsibilities Experience in conducting Statutory Audits Having Statutory Audit experience in BFSI sector Having knowledge in reviewing Balance Sheet Work with the Audit practice to execute Statutory Audit. Have the ability to work under stringent deadlines. Have strong soft skills like leadership, interpersonal, team and communication skills both verbal and written. Daily tasks include preparing audit reports Job Type: Full-time Pay: ₹800,000.00 - ₹1,000,000.00 per month Schedule: Day shift Monday to Friday Experience: Statutory Audit: 3 years (Required) License/Certification: Chartered Accountant (Required) Work Location: In person
Payroll Management: Manage end-to-end payroll processing, ensuring accuracy and compliance with company policies and statutory regulations. Handle employee salary revisions, incentives, and arrears processing. Maintain payroll records, including salary structure, bonuses, and deductions. Handle tax calculations, TDS, PF, ESI, and other statutory contributions. Resolve payroll discrepancies and employee queries related to salary and benefits. Coordinate with finance for payroll reconciliation and audits. Develop and implement payroll policies and best practices. Maintain data and work on continuous improvement for employee benefits like Insurances, Car lease, Food Coupon, ESOP, NPS etc. Preparation for Actuarial data Continuously build and share an area of expertise; keep current with internal and external updates and changes HR Operations: Manage employee onboarding, documentation, and exit formalities. Maintain HR records, employee databases, and HRIS systems. Ensure compliance with labor laws and company policies. Administer employee benefits, leave management, and insurance processing. Assist in drafting HR policies and process improvements. TDS & Compliance Management: Calculate TDS on salaries as per applicable income tax laws and ensure timely deductions. File Quarterly TDS returns (Form 24Q) and generates Form 16 for employees. Stay updated with Income Tax Act changes and ensure compliance with tax regulations. Assist employees with investment declarations, tax-saving proofs, and exemptions. Coordinate with tax consultants and auditors for assessments and compliance checks Qualifications & Key Skills: Bachelor’s/Master’s degree in HR, Finance, or a related field. Excellent proficiency in MS Excel, tax calculations, and payroll reconciliation. Experience in mid-to-scale organizations handling high-volume payroll processing. Proven experience in payroll processing and TDS calculations. Strong knowledge of labor laws, tax regulations, and compliance. Expertise in payroll software and HRMS platforms. Excellent attention to detail, problem-solving skills, and confidentiality handling. Strong communication and organizational skills. Ability to manage large-scale payroll operation Job Type: Full-time Pay: ₹400,000.00 - ₹500,000.00 per year Education: Bachelor's (Required) Experience: Payroll management: 2 years (Required) Work Location: In person
Key Responsibilities: ▪ Building and maintaining strong relationships with banks, financial institutions, co-lending partners, investors, and other external stakeholders ▪ Source funds through diverse debt instruments, including securitization (PTC/DA), term loans, debentures (NCDs), commercial papers (CPs), and working capital lines (WCDL/CC) etc. ▪ Preparing loan proposals and CMA (Credit Monitoring Arrangement) data for Term Loan, ECBs, NCDs, Tier-II Capital, CPs, Direct Assignment/PTC, and other instruments ▪ Screening of borrowing documentation including term sheets, covenant review, negotiation of commercials, security structure, and other terms prior to fund raising ▪ Handling co-lending operations including partner onboarding, agreement execution, fund settlement coordination, interest/principal reconciliation, and MIS/reporting ▪ Coordinating with lenders for due diligence and ensuring timely, precise information sharing ▪ Liaising with credit rating agencies and external valuators for periodic rating reviews and documentation ▪ Assess liquidity positions, monitor ALM statements, and initiate borrowings aligned with company strategies ▪ Providing daily/weekly liquidity position of the Company to the Management ▪ Ensuring timely repayment of all debt obligations and tracking repayment confirmation; follow up on overdue cases and escalations ▪ Managing transaction banking platforms for seamless fund flows ▪ Effective fund management by identifying idle cash and pooling funds for optimized usage ▪ Performing all month-end treasury closures including interest calculations, fund position reporting, and cash flow statements ▪ Ensuring completeness and accuracy of information before sharing with lenders/investors ▪ Periodic reporting (Monthly/Quarterly/Half-Yearly/Annual) to investors, lenders, rating agencies, and senior management ▪ Continuous tracking of covenants across lenders and reporting deviations ▪ Acting as a central coordination point between treasury, accounts, and senior management ▪ Effective execution of all month end and treasury related activities as per organisation requirement ▪ Driving automation initiatives within treasury operations to improve process efficiency Job Type: Full-time Pay: ₹1,200,000.00 - ₹1,800,000.00 per year Schedule: Day shift Education: Master's (Required) Experience: NBFC Treasury : 3 years (Required) Work Location: In person
KEY ACCOUNTABILITIES: - Perform the statutory duties and other legal formalities as per the provisions of the Companies Act, Income-tax, RBI and other regulations applicable to the group (including Non-Banking Finance Company requirements & MFI). - The job holder ensures that the policies and procedures laid out are in compliance with all statutory and operational processes at all branches - Ensures compliance of all audit reports, timely completion, closure of reports etc., within the timeframe and are driven by policies - Manage conflict of interest between directors and the governance in the best interests of the organization - Ensures compliance of all audit reports, timely completion, closure of reports etc., within the timeframe and are driven by policies - Develops systems that monitors and ensures organization complies with all applicable legal and statutory requirements - Controlling error, reporting of frauds and cost leakage - Taking care of RBI's regulations on Fraud reporting, fraud monitoring, guiding the Company, reporting to RBI etc. To get complete details of the fraud, suspected fraud and to be reported to the senior management, followed by adherence to RBI guidelines on FIR, reporting to RBI etc. QUALIFICATIONS, EXPERIENCE, & SKILLS: - A qualified Company Secretary with minimum 10 + years of experience from NBFC - Good drafting skills with excellent communication and presentation skills Job Type: Full-time Pay: ₹1,500,000.00 - ₹1,800,000.00 per year Experience: NBFC: 10 years (Required) Language: Local language (Required) English (Required) License/Certification: Company Secretary (Required) Work Location: In person
You will define the investment strategy and asset allocation based on prevailing market conditions. Stay updated with Equity and Debt markets by reviewing investment reports and participating in con-calls. You will develop and manage fund selection models, conduct product due diligence to understand qualitative aspects, and engage in financial goal setting and planning for clients. Prepare investment proposals accordingly. Ensure asset allocation and construct portfolios, review and rebalance portfolios as needed. Collaborate with the Sales Team to facilitate product penetration through product and research support. Your knowledge should encompass various asset classes like Equity, Fixed Income, Structured Products, Real Estate, FX, Commodities, and International Markets. Have a deep understanding of Wealth Management products such as Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds, and Listed Investments. Familiarity with taxation implications for different investment products is essential. Proficiency in Research and Portfolio Software like Morning Star, Invest well, Bloomberg, etc., is required. Demonstrate strong analytical and interpretative skills, integrity, ability to establish trust, self-drive, teamwork, networking skills, ability to work under time pressure, and meet deadlines. Possess strong Excel sheet and presentation skills. This is a full-time position with a day shift from Monday to Friday. The ideal candidate should have a minimum of 3 years of experience in Wealth Management and Private Banking as well as Investment Portfolio Management. The work location is in person.,