1. Responsible for Sales 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenario 5. Responsible for Distributor Servicing for the assigned distributors 6. Should be sensitive to their needs in terms of Product Updates,Query resolution and ensure proper follow up etc. 7. Should be able to close the sales call by working closely with more experienced sales representative in case of need required 8. Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market 9.Create awareness & for building brand by organizing events, conferences, product sessions for distributors for top-of-the-mind recall 10.Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis 11.Soft skills training in terms of Communication, Motivation etc. for distributors specially for smaller / one man location 12.Coordination with the Admin/Finance team for any distributor payout in terms of creation and

Role & responsibilities • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A private wealth customers • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy • Cross sells bank products to existing set of Customers • Informs customers of new products or product enhancements to further expand the banking relationship • Plans and conducts special sales initiatives and events for prospective and existing clients • Coordinates with other group companies to provide seamless access to other products • Maintains complete relationship record for assigned customer accounts

Client Relationship Management: Develop and maintain strong relationships with corporate clients. Understand clients' business models and financial needs, and propose tailored working capital solutions. Conduct regular meetings with clients to review their financial positions and working capital requirements. Act as the primary point of contact for client queries related to working capital services. Product & Solution Offering: Offer various working capital products such as trade finance, revolving credit facilities, receivables financing, and supply chain financing. Assess and recommend products that align with clients' business operations and cash flow cycles. Work with product specialists to ensure the delivery of customized financial solutions. Credit Risk Management: Conduct thorough credit assessments for potential clients to evaluate their eligibility for working capital products. Work closely with the credit team to structure working capital financing deals that align with the bank's risk appetite. Monitor clients financial health and working capital usage to minimize default risks. Sales & Revenue Growth: Identify new business opportunities for working capital solutions within existing and new clients. Drive cross-selling opportunities with other banking products such as trade, forex, and term loans. Meet sales targets and contribute to the growth of the working capital banking portfolio. Operational Efficiency: Ensure timely documentation, approval processes, and efficient execution of working capital products. Oversee the day-to-day operations related to working capital financing, ensuring compliance with regulatory guidelines. Liaise with other departments (e.g., credit, legal, operations) to ensure seamless execution of financial solutions. Market Intelligence: Stay updated on the latest trends, market conditions, and regulatory changes in the working capital and trade finance markets. Provide strategic insights and market intelligence to senior management to help shape product offerings. Reporting & Analytics: Prepare regular reports on the performance of working capital products and client portfolios. Provide recommendations based on data analytics to optimize client engagement and risk management strategies. Role & responsibilities

Generate leads by identifying potential industrial areas/trading units and prepare strategies to increase the Banks penetration in those areas. Manage the internal (Branches/ other business verticals) and external ( empanelled outsourced agencies) lead generating channels to generate the expected business. Enable the sanctioning process by ensuring conduct and scrutiny of pre-disbursement activities. Liaison with Corporate Banking Operations team and Centralized Processing Unit to enable smooth completion of post sanction formalities, account opening and disbursement. Meet customer service requirements through regular interactions with the customers to understand business condition, enhancement opportunity, etc. Monitor transactions in the customer accounts to ensure that the cash flow movement and end use of fund are in compliance with the sanction stipulations. Assist the Credit Manager in unit inspections and ensure timely insurance renewal, DP updated, stock renewal statement scrutiny and gathering of relevant market information. Ensure maintenance of quality and health of portfolio and minimize Days Past Due through regular interactions with the customer. Initiate recovery of stressed accounts through tele-calling/ field visits. Ensure compliance to the stipulated guidelines/ norms and ensure closure to the audit processes.

1. Responsible for Sales from ifa Branches 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenario 5. Responsible for Distributor Servicing for the assigned distributors 6. Should be sensitive to their needs in terms of Product Updates, Query resolution and ensure proper follow up etc. 7. Should be able to close the sales call by working closely with more experienced sales representative in case of need required 8. Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market 9.Create awareness & for building brand by organizing events, conferences, product sessions for distributors for top-of-the-mind recall 10.Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis 11.Soft skills training in terms of Communication, Motivation etc. for distributors specially for smaller / one man location 12.Coordination with the Admin/Finance team for any distributor payout in terms of creation and payment of all debit notes

1. New Client Acquisition Identify and acquire new customers for Current and Savings Accounts (CASA). Conduct cold calls, lead generation, and market mapping to expand the customer base. Develop relationships with key individuals and businesses to increase CASA penetration. 2. Relationship Management & Portfolio Growth Manage and grow a portfolio of existing CASA customers through engagement and superior service. Ensure regular interactions with clients to understand their banking needs and provide customized solutions. Enhance customer experience by addressing queries, resolving issues, and maintaining service excellence.

This role is responsible to handle Taxation & Compliance including accounting of all vendors, customers & employees as well as manage payroll for employees. Conduct a thorough analysis of taxes to provide expert advice on tax planning and optimization opportunities to ensure compliance with local regulations. Coordinate and manage tax audits, inquiries and notices from tax authorities. Maintain documentation and records related to tax filings, provisions and other tax-related activities. Collaborate with other departments and teams, such as finance, legal and operations, to ensure alignment and coordination on tax matters. Provide guidance and support to internal stakeholders on financial issues, including tax implications of business decisions and transactions. Stay updated with changes in tax laws and regulations in India and proactively identify potential risks or opportunities for the organization. Foster a culture of tax compliance and awareness throughout the organization, providing training and support as needed. Including responsibility to timely and rightly handle all statutory compliance for making all statutory payment and statutory return filling. This roles requires close coordination with bank for all our regular banking needs and communication.

Role & responsibilities Preparing Daily Cash Flow and communicating to Fund Managers. Uploading various reports in Cash Management System. Identifying , verifying and timely utilization of all scheme wise collection in various bank account promptly. Responsible for timely redemption payout to all investors, funding respective bank scheme accounts, movement of fund from various collection account to operating account and transferring funds to scheme wise custody account on a timely basis. Monitoring of fund inflow in various banks for Liquid / Debt / Equity transaction and reporting the same to Fund Manager through Cash Flow System. Verifying all purchase transaction received in Cash Flow System and matching the credit received in various bank with the transaction received, ensuring all transaction are reported in Cash Management System by all Investor Service Executives. Preparing bank instruction and upload -electronically / through secured mode as per the format of bank and ensuring timely authorization of collection ensuring all transaction are processed by the bank before the RTGS / NEFT cut off time. Co-ordination with all Customer Service Team / Branch Coordinator across all locations, R&T agents, banks for resolution of queries relating to collection/redemption/transfers. Interacting with bankers with regard to the daily bank transactions. Preparation of projected / daily estimated Funding (Redemption outflow) and reporting the same to fund managers. Audit coordination (Annual / Concurrent /Internal / External ) Acting as a backup for Settlement desk.

Role & responsibilities Main responsibility shall be the ownership, development, customization and maintenance of Custom SAP Extractor Module. Understanding the needs and requirements of the clients by coordinating with their representatives and seeking clarity on every minute detail in order to provide the best possible solution. Consulting with professionals from other departments and those working on specific SAP modules such as SAP FI/CO and MM to ensure a consistent experience to the various users on the client's side. Writing the code using ABAP programming language on the basis of the blueprint provided by the clients and performing regular tests on the usability of the code. Ensuring that all programs are completed in schedule as per the client's guidelines and allocating appropriate resources to achieve this. Experience with integrating SAP modules such as SD, FI and MM. Providing technical support to the end users in the form of troubleshooting guidelines and modifications to the system after it has been delivered. Training the end users and client representatives is also performed at this stage of the SAP ABAP software life cycle.

1. Client Acquisition & Relationship Management Identify and acquire new HNWI and ultra-HNWI clients through networking, referrals, and direct engagement. Build and maintain strong relationships with clients by understanding their financial goals, risk appetite, and investment preferences. Offer personalized financial planning and advisory services to ensure long-term wealth growth. 2. Investment Advisory & Portfolio Management Recommend suitable investment products such as mutual funds, PMS, alternative investments, bonds, structured products, and insurance solutions. Conduct regular portfolio reviews and provide market insights to optimize client portfolios. Stay updated with financial market trends, regulatory changes, and global economic conditions to guide investment decisions.

Job description Role & responsibilities - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. - Ensures high levels of customer service orientation and application of bank policy . - Cross sells existing bank products to customers. - Informs customers of new products or product enhancements to further expand the banking relationship. - Plans and conducts special sales initiatives and events for prospective and existing clients . - Coordinates with other group companies to provide seamless access to other products . - Maintains complete relationship record for assigned customer accounts. - Tracks customer complaints/queries and turnaround times for customer satisfaction

Role & responsibilities • Manages a team of Wealth Relationship Managers • Leading, guiding and mentoring team of Banking Managers • Strategic planning and implementation to achieve business goals • Enhancing engagement of High Net Worth Customer through joint calls with RMs • Ensuring team focus and consistent delivery across all products as per defined vectors Balance-sheet, Contactibility, Investment & Insurance, Asset products, Trade Forex • Monitoring & reviewing Relationship Manager’s Portfolio quality and hygiene metrics • Achievement of Relationship Manager Targets • Effectively manage and motivate team • Hiring and retaining of competent team members • Portfolio analysis with RMs and alignment with client needs • Ensuring 360 client engagement – “Total Client Ownership” • Working closely with other Business Units, Regional level sales team and Branch Team to leverage Cross-sell opportunities • Ensuring adherence to Compliance processes and guidelines • Coordination with other departments to ensure an enabling work environment and infrastructure for the team • Performance evaluation of RM Team in consultation with other stakeholders

Role & responsibilities Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & responsibilities • Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM INR 6cr • Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM • A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement • Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements • Use financial acumen and investment expertise to review a client& information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short- term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

Role & responsibilities Roles and Responsibilities: • Acquire new quality corporate business for Indias largest digital platform (Acquisition of market participants (Buyers viz. Large corporate, Sellers/ Suppliers, Financiers viz. Banks/ NBFCs) • Drive sales through new customer acquisition and deliver to the overall revenue growth • Prospect potential clients using various direct methods, networking & research • Ability to plan, pitch and execute a strategy for a given area • Work closely with the product, operations & service teams to address operational & service queries Required competencies: • Domain knowledge of Invoice/BOE financing • Excellent communication and presentation skills • Prior experience of influencing C level executives is desirable • Enjoy working as a team; but have the ability to own outcomes and work independently • Demonstrated ability to achieve stretch goals in a dynamic environment

Role & responsibilities • Responsible for overall Compliance of AMC and Trustee Company. • Responsible for compliance under SEBI Regulations, Circulars issued there under & AMFI Guidelines (MF and PMS), • Responsible for reporting under SEBI (Substantial Acquisition of Shares & Takeover) Regulations & SEBI (Insider Trading) Regulations. • Supervising various Compliances as per SEBI Regulations on day-to-day basis, internal compliance systems, etc. • Drafting of Scheme Information Documents & Statement of Additional Information. • Review of Key Information Memorandum. • Review of Compliance Manual, Employees Securities Dealing Policy, etc. • Interacting with the statutory authorities for approvals & clarifications • Reporting of compliances to SEBI, AMFI, RBI, etc. • Liasoning with the auditors on compliance issues • Providing compliance updates to various departments • Monitoring & reporting of compliances relating to investors servicing to statutory authorities • Approving advertisements & other marketing material. • Issue of Notices & Addendums. • Ensure that the guidelines are adhered to for introduction of new schemes, change in load structure based on recommendations from marketing and sales. • Uploading of reports on SEBI Mutual Fund & PMS portals. • SEBI guidelines adherence for Scheme Information documents – both external (SEBI, Custodians) and internal (Sales, Fund Managers, Operations ) Ensure that all employees adhere to the SEBI guidelines.

Role & responsibilities • Manages a team of Wealth Relationship Managers • Leading, guiding and mentoring the team of Wealth RMs • Strategic planning and implementation to achieve business goals • Enhancing the engagement of High Net Worth Customers through joint calls with RMs • Ensuring team focus and consistent delivery across all products as per defined vectors Balance-sheet, Contactability, Investment & Insurance, Asset products, Trade Forex • Monitoring & reviewing Relationship Managers' Portfolio quality and hygiene metrics • Achievement of Relationship Manager Targets • Effectively manage and motivate the team • Hiring and retaining of competent team members • Portfolio analysis with RMs and alignment with client needs • Ensuring 360 client engagement “Total Client Ownership” • Working closely with other Business Units, the Regional level sales team and the Branch Team to Leverage cross-sell opportunities • Ensuring adherence to Compliance processes and guidelines • Coordination with other departments to ensure an enabling work environment and infrastructure for the team • Performance evaluation of the RM Team in consultation with other stakeholders

Job Duties & responsibilities : Preparation of local financials (under Indian GAAP & as per RBI directives) Preparation of regulatory (RBI) reports. Reports include Bank Returns, Form-A, Special Fortnightly Returns, Form-VIII, Form-X, etc. BASEL-3 compliance including capital adequacy computation, Pillar 3 reporting, etc. Responsibility for all reporting to RBI pertaining to Finance and reportings to the Board/Audit Committees in compliance with the Companies Act. Coordination with RBI Inspection Team, Concurrent Auditors, Statutory Auditors, etc.

QA Analyst is responsible for performing quality assurance testing for online products and platforms throughout the product development lifecycle Job Purpose The QA Analyst is responsible for performing quality assurance testing for online products and platforms throughout the product development lifecycle. This position is responsible for reviewing manual test cases; making an impact on the scrum team, suggest process for improvement, proactively mentor and support team members, design test plan and participate in integration testing. Technical Skills Manual & Regression Testing : Expertise in testing complex modules and integrated systems, with a focus on regression testing and identifying system interdependencies. Defect Tracking & Test Management : Skilled in defect tracking, test case creation, execution, and issue resolution. Agile Methodologies : Proficient in Agile (Scrum/Kanban), actively participating in sprint planning, stand-ups, retrospectives, and reviews. Domain & Integration Knowledge : Strong understanding of the industry/domain and system integrations. Process Improvement : Actively suggests process improvements and follows best QA practices. Performance, API & Database Testing : Basic knowledge of performance testing, API testing (Postman, SoapUI), and SQL for database validation. Automation : Knowledge with executing automation scripts and openness to advancing automation skills will be a plus. MS CRM Knowledge: Knowledge of MS Dynamics 365 will be a plus Show more Show less

Primary Responsibility: Monitor and analyze network traffic and security logs to detect and respond to potential security threats. We are looking for a skilled Cybersecurity Analyst to protect our organization's IT infrastructure from potential security breaches and cyber-attacks. The ideal candidate will have experience in monitoring network traffic, conducting vulnerability assessments, responding to security incidents, and implementing security measures to safeguard data and systems. This role requires a strong understanding of security protocols, threat management, and proactive defense strategies. Key Responsibilities: Monitor and analyze network traffic and security logs to detect and respond to potential security threats. Perform vulnerability assessments and penetration testing to identify weaknesses in systems and networks. Implement and enforce security measures, such as firewalls, encryption, and access controls, to protect sensitive data and systems. Investigate and resolve security incidents, working with the incident response team to contain and mitigate breaches. Conduct regular security audits to ensure compliance with security policies, standards, and regulations. Provide recommendations for improving the organization's overall security posture. Stay up-to-date with the latest security trends, threats, and technologies, and apply this knowledge to improve defense mechanisms. Develop and maintain incident response procedures and security documentation. Work closely with IT teams to ensure proper security configurations and patches are applied to systems and software. Educate employees about security best practices and conduct security awareness training. Show more Show less

The Branch Head is responsible for managing the day-to-day operations of the bank branch. This includes leading a team of banking professionals, managing customer relationships, ensuring compliance with banking regulations, achieving branch sales targets, and contributing to the overall success of the bank. The Branch Head is also responsible for managing financial activities, operational risks, and providing excellent customer service. Branch Operations Management : Supervise and manage day-to-day branch operations, ensuring smooth functioning. Implement and monitor operational policies and procedures to ensure compliance with banking regulations. Ensure adherence to security protocols and safeguard branch assets. Sales and Business Development : Drive sales and marketing initiatives to achieve branch revenue targets and business goals. Identify new business opportunities and promote the banks products and services to existing and potential customers. Analyze customer needs and recommend appropriate financial products and services. Customer Relationship Management : Build and maintain strong relationships with customers, resolving issues and ensuring a high level of satisfaction. Handle complex customer queries and ensure timely resolution of complaints. Promote and maintain customer loyalty by delivering high-quality customer service. Team Leadership : Lead, motivate, and manage the branch staff to ensure a high level of performance and teamwork. Train, mentor, and develop branch personnel to enhance their skills and capabilities. Monitor and assess the performance of branch staff, conducting regular appraisals and providing feedback. Financial Management : Oversee branch budgets, financial performance, and operational costs. Manage cash flow and ensure the proper handling of financial transactions. Monitor daily cash balances, deposits, and withdrawals to maintain a secure financial environment.