Responsibilities Subscriber Acquisition & PFM Shift Identify and engage Central and State Government departments with a high base of NPS subscribers as well as Individual employees Promote Tata PFM’s performance, investment philosophy, and service advantages to drive voluntary PFM switches. Conduct on-ground awareness sessions, helpdesks, and educational seminars for NPS subscribers to facilitate informed decision-making. Drive physical and digital form collection, documentation, and back-end coordination for smooth PFM transition. Relationship Management Build and nurture strong working relationships with key officials (DDOs, Nodal Officers, Treasury Offices, etc.) across government departments. Act as a single point of contact for addressing department-level and subscriber-level queries regarding Tata Capital and Tata PFM and the switching process. Compliance & Reporting Ensure all subscriber acquisition and switching activities are in line with PFRDA guidelines and internal policies. Provide periodic reports to regional leadership and central teams on performance, challenges, and opportunities. Skills: government,government engagement,communication,national pension system,relationship management,compliance,public financial management,nps,subscriber acquisition,reporting

Key Roles And Responsibilities Follow a consistent and formally defined project management approach for IT projects undertaken. The project management approach shall, inter alia, enable appropriate stakeholder participation for effective monitoring and management of project risks and progress.Adopting new or emerging technologies, tools, or revamping their existing ones in the technology stack and following a standard enterprise architecture planning methodology or framework.To maintain enterprise data dictionary to enable the sharing of data among applications and information systems along with promoting a common understanding of data.To ensure that maintenance and necessary support of software applications is provided by the software vendors and the same is enforced through formal agreement.To obtain the source codes for all critical applications from their vendors and ensure that all product updates and programme fixes are included in the source code escrow arrangement.Complete handling of the timelines and performance tracking of a project/ programme. Validation and analysis of project progress and highlight showstoppersDeveloping and maintaining the programme management plan, publish schedules, weekly and monthly reporting to key stakeholders on project progressShould possess an ability to engage with various team members from cross functional technology and business. Discuss scope of projects with business and technology team and doing feasibility analysisGood understanding of project, portfolio and service management. Ensuring PMO services are delivered using best in class practices and methodologiesContributing to building PMO proposalsNegotiate on functionalities with technology partners/vendors and prioritize deliverablesEnd to end coordination from business, technology and other department on activities/projectsParticipate in investigation and resolution of complex and unusual problemRecommend change to established method, suggest alternative methodProvide support for creating and maintaining project documentation as per the project development life cycleImplementation and post-implementation support Qualifications & Experience Minimum of 10-12 years of experience and should have been in a project management roleExperience of leading and managing teams. Should have managed a large project end-to-end following the project management methodology.Must actively practice the concepts of project management.Advanced skills on Microsoft Office tools (Excel, PowerPoint & Word)Excellent written & verbal communication skillsStrong analytical and planning skills with the ability to effectively track and work with multiple stakeholder groups.Proven teamwork skills, with the ability to collaborate effectively and influence individuals without a formal hierarchical relationship.Exceptional organizational and time management skills with the ability to prioritize tasks effectively Skills: programme management,risk management,teamwork,feasibility analysis,excel,time management,project management,analytical skills,problem resolution,organizational skills,data management,vendors,performance tracking,pmo services,microsoft office (excel, powerpoint, word),documentation,software maintenance,powerpoint,negotiation,project,planning skills,stakeholder management

Responsibilities Business Leadership & AUM Delivery Own and deliver regional AUM targets by driving voluntary switches to Tata PFM from existing NPS subscribers across Central and State Government departments. Monitor performance of Government Relationship Managers and ensure structured outreach to high-potential departments and subscriber bases. Ensure consistent pipeline build-up, lead conversion, and timely execution of switching documentation. Government & Institutional Engagement Build and manage senior-level relationships with key government stakeholders – including Treasury offices, Directorate of Accounts, Nodal Offices, and Ministry departments. Represent Tata Capital and Tata PFM in regional government forums, PFRDA-linked events, and subscriber outreach programs. Support Government RMs in breaking into new departments and unlocking scale opportunities. Team Management & Productivity Train, and mentor a high-performing team of Government RMs in the region. Drive structured weekly reviews, performance tracking, and coaching for productivity improvement. Ensure team is equipped with latest product collaterals, objection handling scripts, and updated switching SOPs. Sales Planning, Reporting & Compliance Drive regional sales planning including target allocation, funnel tracking, and R&R program execution. Coordinate with central MIS/operations teams for accurate reporting and adherence to TATs. Ensure 100% compliance with PFRDA regulations, internal risk/compliance norms, and data handling protocols. Skills: nps,team management,relationship management,compliance,government engagement,government,national pension government,business leadership,aum delivery,sales planning

Responsibilities Subscriber Acquisition & PFM Shift Identify and engage Central and State Government departments with a high base of NPS subscribers as well as Individual employees Promote Tata PFM’s performance, investment philosophy, and service advantages to drive voluntary PFM switches. Conduct on-ground awareness sessions, helpdesks, and educational seminars for NPS subscribers to facilitate informed decision-making. Drive physical and digital form collection, documentation, and back-end coordination for smooth PFM transition. Relationship Management Build and nurture strong working relationships with key officials (DDOs, Nodal Officers, Treasury Offices, etc.) across government departments. Act as a single point of contact for addressing department-level and subscriber-level queries regarding Tata Capital and Tata PFM and the switching process. Compliance & Reporting Ensure all subscriber acquisition and switching activities are in line with PFRDA guidelines and internal policies. Provide periodic reports to regional leadership and central teams on performance, challenges, and opportunities. Skills: government,government engagement,communication,national pension system,relationship management,compliance,public financial management,nps,subscriber acquisition,reporting

Responsibilities Subscriber Acquisition & PFM Shift Identify and engage Central and State Government departments with a high base of NPS subscribers as well as Individual employees Promote Tata PFM’s performance, investment philosophy, and service advantages to drive voluntary PFM switches. Conduct on-ground awareness sessions, helpdesks, and educational seminars for NPS subscribers to facilitate informed decision-making. Drive physical and digital form collection, documentation, and back-end coordination for smooth PFM transition. Relationship Management Build and nurture strong working relationships with key officials (DDOs, Nodal Officers, Treasury Offices, etc.) across government departments. Act as a single point of contact for addressing department-level and subscriber-level queries regarding Tata Capital and Tata PFM and the switching process. Compliance & Reporting Ensure all subscriber acquisition and switching activities are in line with PFRDA guidelines and internal policies. Provide periodic reports to regional leadership and central teams on performance, challenges, and opportunities. Skills: government,government engagement,communication,national pension system,relationship management,compliance,public financial management,nps,subscriber acquisition,reporting

Responsibilities Business Leadership & AUM Delivery Own and deliver regional AUM targets by driving voluntary switches to Tata PFM from existing NPS subscribers across Central and State Government departments. Monitor performance of Government Relationship Managers and ensure structured outreach to high-potential departments and subscriber bases. Ensure consistent pipeline build-up, lead conversion, and timely execution of switching documentation. Government & Institutional Engagement Build and manage senior-level relationships with key government stakeholders – including Treasury offices, Directorate of Accounts, Nodal Offices, and Ministry departments. Represent Tata Capital and Tata PFM in regional government forums, PFRDA-linked events, and subscriber outreach programs. Support Government RMs in breaking into new departments and unlocking scale opportunities. Team Management & Productivity Train, and mentor a high-performing team of Government RMs in the region. Drive structured weekly reviews, performance tracking, and coaching for productivity improvement. Ensure team is equipped with latest product collaterals, objection handling scripts, and updated switching SOPs. Sales Planning, Reporting & Compliance Drive regional sales planning including target allocation, funnel tracking, and R&R program execution. Coordinate with central MIS/operations teams for accurate reporting and adherence to TATs. Ensure 100% compliance with PFRDA regulations, internal risk/compliance norms, and data handling protocols. Skills: nps,team management,relationship management,compliance,government engagement,government,national pension government,business leadership,aum delivery,sales planning

Role Description As the Zonal Manager, you will spearhead sales operations within your designated region, driving growth strategies and ensuring market dominance. Your role will encompass acquiring, managing, and cultivating relationships with Category B and C real estate developers and brokers. You will be tasked with achieving ambitious business targets, boosting net sales, and unlocking new revenue streams through our' extensive array of product offerings. Key Responsibilities Strategic Oversight: Devise and implement innovative annual and quarterly sales strategies to exceed targets and propel regional expansion. Team Leadership: Recruit, mentor, and guide a high-performing team of Account Managers. Foster a culture of excellence and ensure alignment with strategic business objectives. Relationship Management: Forge and nurture robust relationships with key clients and stakeholders. Elevate customer satisfaction through proactive engagement and efficient issue resolution. Product Development: Collaborate with product teams to shape and refine offerings based on market demands. Ensure seamless coordination among team members. Industry Expertise: Utilize your extensive experience in real estate or digital advertising, and leverage existing developer connections to enhance ourmarket presence. Market Analysis: Stay abreast of industry trends and competitive dynamics to strategically position for sustained success. Leadership Excellence: Exhibit exemplary work ethics and professionalism, leading by example. Cultivate a culture of continuous improvement and ethical conduct. Dynamic Approach: Demonstrate a proactive and dynamic business approach with strong market analysis capabilities, exceptional communication skills, and a relentless drive for revenue growth, all while maintaining the highest standards of integrity Skills & Experience Sales Experience: At least 6 to 8 years of B2B or corporate sales experience required with proven team handling experience. Communication Skills: Outstanding verbal and written communication skills. Proven ability to build strong rapport with customers and stakeholders, and to present effectively to executives and senior leadership. Networking Ability: Strong networking acumen, particularly in the financial sector, to engage diverse client bases and achieve targeted goals. Role Model: Demonstrates unwavering work ethics and professionalism. Effectively develops self and team while fostering a positive and productive work environment. Customer Focus: Results-oriented approach with a focus on effectively managing key account relationships. Proven Track Record: Demonstrated success in managing a minimum of ₹ 10-15 crore in monthly B2B sales. Education MBA in any discipline is required. MBA from a prestigious institution preferred. Skills: b2b,sales,sales experience,networking ability,communication skills,leadership excellence,customer focus,leadership Show more Show less

Role Description As the Zonal Manager, you will spearhead sales operations within your designated region, driving growth strategies and ensuring market dominance. Your role will encompass acquiring, managing, and cultivating relationships with Category B and C real estate developers and brokers. You will be tasked with achieving ambitious business targets, boosting net sales, and unlocking new revenue streams through our' extensive array of product offerings. Key Responsibilities Strategic Oversight: Devise and implement innovative annual and quarterly sales strategies to exceed targets and propel regional expansion. Team Leadership: Recruit, mentor, and guide a high-performing team of Account Managers. Foster a culture of excellence and ensure alignment with strategic business objectives. Relationship Management: Forge and nurture robust relationships with key clients and stakeholders. Elevate customer satisfaction through proactive engagement and efficient issue resolution. Product Development: Collaborate with product teams to shape and refine offerings based on market demands. Ensure seamless coordination among team members. Industry Expertise: Utilize your extensive experience in real estate or digital advertising, and leverage existing developer connections to enhance ourmarket presence. Market Analysis: Stay abreast of industry trends and competitive dynamics to strategically position for sustained success. Leadership Excellence: Exhibit exemplary work ethics and professionalism, leading by example. Cultivate a culture of continuous improvement and ethical conduct. Dynamic Approach: Demonstrate a proactive and dynamic business approach with strong market analysis capabilities, exceptional communication skills, and a relentless drive for revenue growth, all while maintaining the highest standards of integrity Skills & Experience Sales Experience: At least 6 to 8 years of B2B or corporate sales experience required with proven team handling experience. Communication Skills: Outstanding verbal and written communication skills. Proven ability to build strong rapport with customers and stakeholders, and to present effectively to executives and senior leadership. Networking Ability: Strong networking acumen, particularly in the financial sector, to engage diverse client bases and achieve targeted goals. Role Model: Demonstrates unwavering work ethics and professionalism. Effectively develops self and team while fostering a positive and productive work environment. Customer Focus: Results-oriented approach with a focus on effectively managing key account relationships. Proven Track Record: Demonstrated success in managing a minimum of ₹ 10-15 crore in monthly B2B sales. Education MBA in any discipline is required. MBA from a prestigious institution preferred. Skills: b2b,sales,sales experience,networking ability,communication skills,leadership excellence,customer focus,leadership Show more Show less

Role Description As the Zonal Manager, you will spearhead sales operations within your designated region, driving growth strategies and ensuring market dominance. Your role will encompass acquiring, managing, and cultivating relationships with Category B and C real estate developers and brokers. You will be tasked with achieving ambitious business targets, boosting net sales, and unlocking new revenue streams through our' extensive array of product offerings. Key Responsibilities Strategic Oversight: Devise and implement innovative annual and quarterly sales strategies to exceed targets and propel regional expansion. Team Leadership: Recruit, mentor, and guide a high-performing team of Account Managers. Foster a culture of excellence and ensure alignment with strategic business objectives. Relationship Management: Forge and nurture robust relationships with key clients and stakeholders. Elevate customer satisfaction through proactive engagement and efficient issue resolution. Product Development: Collaborate with product teams to shape and refine offerings based on market demands. Ensure seamless coordination among team members. Industry Expertise: Utilize your extensive experience in real estate or digital advertising, and leverage existing developer connections to enhance ourmarket presence. Market Analysis: Stay abreast of industry trends and competitive dynamics to strategically position for sustained success. Leadership Excellence: Exhibit exemplary work ethics and professionalism, leading by example. Cultivate a culture of continuous improvement and ethical conduct. Dynamic Approach: Demonstrate a proactive and dynamic business approach with strong market analysis capabilities, exceptional communication skills, and a relentless drive for revenue growth, all while maintaining the highest standards of integrity Skills & Experience Sales Experience: At least 6 to 8 years of B2B or corporate sales experience required with proven team handling experience. Communication Skills: Outstanding verbal and written communication skills. Proven ability to build strong rapport with customers and stakeholders, and to present effectively to executives and senior leadership. Networking Ability: Strong networking acumen, particularly in the financial sector, to engage diverse client bases and achieve targeted goals. Role Model: Demonstrates unwavering work ethics and professionalism. Effectively develops self and team while fostering a positive and productive work environment. Customer Focus: Results-oriented approach with a focus on effectively managing key account relationships. Proven Track Record: Demonstrated success in managing a minimum of ₹ 10-15 crore in monthly B2B sales. Education MBA in any discipline is required. MBA from a prestigious institution preferred. Skills: b2b,sales,sales experience,networking ability,communication skills,leadership excellence,customer focus,leadership Show more Show less

Role- Cluster Head / Senior / Relationship Manager - Wealth ( Hyderabad ) Experience- 4-10 Years Mode - WFO- 5.5 days Location- Hyderabad Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Responsibilities Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing And Business Development Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial And Product Expertise Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients; financial positions. Skills: wealth,sales,wealth management,networking,tpp,mutual funds,relationship management,pms,client acquisition,portfolio management,financial analysis,cluster,investment products,hni,business development,cross selling,financial markets Show more Show less

Role Description As the Zonal Manager, you will spearhead sales operations within your designated region, driving growth strategies and ensuring market dominance. Your role will encompass acquiring, managing, and cultivating relationships with Category B and C real estate developers and brokers. You will be tasked with achieving ambitious business targets, boosting net sales, and unlocking new revenue streams through our' extensive array of product offerings. Key Responsibilities Strategic Oversight: Devise and implement innovative annual and quarterly sales strategies to exceed targets and propel regional expansion. Team Leadership: Recruit, mentor, and guide a high-performing team of Account Managers. Foster a culture of excellence and ensure alignment with strategic business objectives. Relationship Management: Forge and nurture robust relationships with key clients and stakeholders. Elevate customer satisfaction through proactive engagement and efficient issue resolution. Product Development: Collaborate with product teams to shape and refine offerings based on market demands. Ensure seamless coordination among team members. Industry Expertise: Utilize your extensive experience in real estate or digital advertising, and leverage existing developer connections to enhance ourmarket presence. Market Analysis: Stay abreast of industry trends and competitive dynamics to strategically position for sustained success. Leadership Excellence: Exhibit exemplary work ethics and professionalism, leading by example. Cultivate a culture of continuous improvement and ethical conduct. Dynamic Approach: Demonstrate a proactive and dynamic business approach with strong market analysis capabilities, exceptional communication skills, and a relentless drive for revenue growth, all while maintaining the highest standards of integrity Skills & Experience Sales Experience: At least 6 to 8 years of B2B or corporate sales experience required with proven team handling experience. Communication Skills: Outstanding verbal and written communication skills. Proven ability to build strong rapport with customers and stakeholders, and to present effectively to executives and senior leadership. Networking Ability: Strong networking acumen, particularly in the financial sector, to engage diverse client bases and achieve targeted goals. Role Model: Demonstrates unwavering work ethics and professionalism. Effectively develops self and team while fostering a positive and productive work environment. Customer Focus: Results-oriented approach with a focus on effectively managing key account relationships. Proven Track Record: Demonstrated success in managing a minimum of ₹ 10-15 crore in monthly B2B sales. Education MBA in any discipline is required. MBA from a prestigious institution preferred. Skills: b2b,sales,sales experience,networking ability,communication skills,leadership excellence,customer focus,leadership Show more Show less

Role Description As the Zonal Manager, you will spearhead sales operations within your designated region, driving growth strategies and ensuring market dominance. Your role will encompass acquiring, managing, and cultivating relationships with Category B and C real estate developers and brokers. You will be tasked with achieving ambitious business targets, boosting net sales, and unlocking new revenue streams through our' extensive array of product offerings. Key Responsibilities Strategic Oversight: Devise and implement innovative annual and quarterly sales strategies to exceed targets and propel regional expansion. Team Leadership: Recruit, mentor, and guide a high-performing team of Account Managers. Foster a culture of excellence and ensure alignment with strategic business objectives. Relationship Management: Forge and nurture robust relationships with key clients and stakeholders. Elevate customer satisfaction through proactive engagement and efficient issue resolution. Product Development: Collaborate with product teams to shape and refine offerings based on market demands. Ensure seamless coordination among team members. Industry Expertise: Utilize your extensive experience in real estate or digital advertising, and leverage existing developer connections to enhance ourmarket presence. Market Analysis: Stay abreast of industry trends and competitive dynamics to strategically position for sustained success. Leadership Excellence: Exhibit exemplary work ethics and professionalism, leading by example. Cultivate a culture of continuous improvement and ethical conduct. Dynamic Approach: Demonstrate a proactive and dynamic business approach with strong market analysis capabilities, exceptional communication skills, and a relentless drive for revenue growth, all while maintaining the highest standards of integrity Skills & Experience Sales Experience: At least 6 to 8 years of B2B or corporate sales experience required with proven team handling experience. Communication Skills: Outstanding verbal and written communication skills. Proven ability to build strong rapport with customers and stakeholders, and to present effectively to executives and senior leadership. Networking Ability: Strong networking acumen, particularly in the financial sector, to engage diverse client bases and achieve targeted goals. Role Model: Demonstrates unwavering work ethics and professionalism. Effectively develops self and team while fostering a positive and productive work environment. Customer Focus: Results-oriented approach with a focus on effectively managing key account relationships. Proven Track Record: Demonstrated success in managing a minimum of ₹ 10-15 crore in monthly B2B sales. Education MBA in any discipline is required. MBA from a prestigious institution preferred. Skills: b2b,sales,sales experience,networking ability,communication skills,leadership excellence,customer focus,leadership Show more Show less

Role- Cluster Head / Senior / Relationship Manager - Wealth ( Chennai ) Experience- 4-10 Years Mode - WFO- 5.5 days Location- Hyderabad Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Responsibilities Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing And Business Development Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial And Product Expertise Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. Skills: pms,investment products knowledge,hni,investment,wealth,cross-selling,relationship management,financial analysis,portfolio management,mutual funds,client acquisition,sales,business development,cluster,tpp,wealth management Show more Show less

Job Title: Consultant – Oil & Gas Industry (AI/ML & Data Analytics) Location: Noida (Hybrid) Experience: 15–20 Years Industry Focus: Oil & Gas Role Overview We are looking for a highly experienced Consultant from the Oil & Gas industry who will serve as a domain expert and business advisor , helping introduce and position AI/ML and Data Analytics offerings to key stakeholders in the Oil & Gas sector. This individual will bridge the gap between technology teams and business leaders, playing a pivotal role in customer acquisition, solution mapping, and strategic engagement. Key Responsibilities Leverage deep industry knowledge to identify and articulate key business challenges in Oil & Gas that can be addressed through AI/ML and data analytics. Build and maintain trusted relationships with senior leaders, decision-makers, and influencers in the Oil & Gas industry. Collaborate with technical and sales teams to shape go-to-market strategies and tailored solutions. Act as the voice of the customer in internal discussions—ensuring offerings align with current and emerging industry needs. Conduct industry-specific presentations, webinars, and workshops showcasing value propositions. Support business development efforts by participating in client meetings, proposal development, and RFP responses. Stay abreast of industry trends, regulations, and digital transformation initiatives in Oil & Gas. Mentor internal teams on Oil & Gas business processes, data usage, and opportunities for digital innovation. Required Qualifications 15–20 years of experience in the Oil & Gas industry, preferably in operations, technology, strategy, or consulting roles. Proven experience in digital transformation or exposure to data analytics/AI/ML implementations. Strong network and credibility in the Oil & Gas ecosystem—exploration, production, refining, or downstream segments. Excellent communication and stakeholder management skills. Ability to translate complex technical concepts into actionable business insights. Preferred Skills Knowledge of industry-specific software like SCADA, PI systems, ERP (SAP, etc.), and data platforms. Familiarity with predictive maintenance, reservoir modeling, asset performance management, and other analytics use cases in Oil & Gas. Consulting or pre-sales experience in technology-led services or SaaS companies. Skills: stakeholder management,data usage,digital transformation,ai/ml,data analytics,oil,ml,industry-specific software (scada, pi systems, erp),communication,gas Show more Show less

Job Designation - Regional Manager – HNI Wealth Products Experience: 2-4 years Job Locations:  Gujarat-Ahmedabad, Valsad, Surat, Vapi, Jamnagar, Vadodara  Maharashtra- Pune, Kolhapur, Nashik, Nagpur, Aurangabad, Amravati Job Description: This is a pivotal, customer-facing role, responsible for acquiring, managing, and retaining High Net Worth (HNI) clients, predominantly for wealth management services. The role involves building strong relationships, providing financial advisory services, and ensuring exceptional service standards. The candidate must have experience in selling mainstream (MF, Equity) and alternative (NCDs/Fixed-Income Instruments) products, and managing investment portfolios across multiple asset classes. Key Responsibilities Client Acquisition & Management  Acquire, manage, and grow a portfolio of HNI clients with investments of ₹25 Lakhs and above individually.  Build long-term relationships and ensure high client retention.  Provide customized financial solutions based on clients' risk profiles and goals. Investment Advisory & Portfolio Management  Advise clients on investment opportunities across asset classes, including NCDs, equity, and mutual funds.  Stay updated on financial market trends and provide strategic insights.  Work closely with research and product teams to recommend suitable investments . Business Development & Growth  Track and engage the affluent and super-affluent client segments for new client acquisition.  Conduct and participate in seminars, workshops, and networking events to drive business growth. Required Qualifications & Experience:  Experience: Minimum 2 years in HNI sales & relationship management from BFSI sector.  Industry Background: Preferably from HNI Broking/PCG Desk of Stock Broking firms, Wealth Management, or Private Banking.  Education: MBA/PGDM or Graduate (Finance/Marketing) Desired Skills & Competencies ✔ Ability to inspire trust and confidence in HNI clients. ✔ Strong understanding of financial markets, investment products, and portfolio management. ✔ Excellent interpersonal, communication, and negotiation skills. ✔ Proven ability to acquire and manage high-value relationships independently. ✔ Strong analytical and research-driven decision-making capabilities. ✔ High perseverance, result-oriented approach, and willingness to engage in fieldwork. Skills: relationship management,research,wealth,investment portfolio management,negotiation,sales,investment,communication,client acquisition,market analysis,financial advisory,financial products knowledge,hni,management Show more Show less

Job Designation - Regional Manager – HNI Wealth Products Experience: 2-4 years Job Locations:  Gujarat-Ahmedabad, Valsad, Surat, Vapi, Jamnagar, Vadodara  Maharashtra- Pune, Kolhapur, Nashik, Nagpur, Aurangabad, Amravati Job Description: This is a pivotal, customer-facing role, responsible for acquiring, managing, and retaining High Net Worth (HNI) clients, predominantly for wealth management services. The role involves building strong relationships, providing financial advisory services, and ensuring exceptional service standards. The candidate must have experience in selling mainstream (MF, Equity) and alternative (NCDs/Fixed-Income Instruments) products, and managing investment portfolios across multiple asset classes. Key Responsibilities Client Acquisition & Management  Acquire, manage, and grow a portfolio of HNI clients with investments of ₹25 Lakhs and above individually.  Build long-term relationships and ensure high client retention.  Provide customized financial solutions based on clients' risk profiles and goals. Investment Advisory & Portfolio Management  Advise clients on investment opportunities across asset classes, including NCDs, equity, and mutual funds.  Stay updated on financial market trends and provide strategic insights.  Work closely with research and product teams to recommend suitable investments . Business Development & Growth  Track and engage the affluent and super-affluent client segments for new client acquisition.  Conduct and participate in seminars, workshops, and networking events to drive business growth. Required Qualifications & Experience:  Experience: Minimum 2 years in HNI sales & relationship management from BFSI sector.  Industry Background: Preferably from HNI Broking/PCG Desk of Stock Broking firms, Wealth Management, or Private Banking.  Education: MBA/PGDM or Graduate (Finance/Marketing) Desired Skills & Competencies ✔ Ability to inspire trust and confidence in HNI clients. ✔ Strong understanding of financial markets, investment products, and portfolio management. ✔ Excellent interpersonal, communication, and negotiation skills. ✔ Proven ability to acquire and manage high-value relationships independently. ✔ Strong analytical and research-driven decision-making capabilities. ✔ High perseverance, result-oriented approach, and willingness to engage in fieldwork. Skills: relationship management,research,wealth,investment portfolio management,negotiation,sales,investment,communication,client acquisition,market analysis,financial advisory,financial products knowledge,hni,management Show more Show less

Job Designation - Regional Manager – HNI Wealth Products Experience: 2-4 years Job Locations:  Gujarat-Ahmedabad, Valsad, Surat, Vapi, Jamnagar, Vadodara  Maharashtra- Pune, Kolhapur, Nashik, Nagpur, Aurangabad, Amravati Job Description: This is a pivotal, customer-facing role, responsible for acquiring, managing, and retaining High Net Worth (HNI) clients, predominantly for wealth management services. The role involves building strong relationships, providing financial advisory services, and ensuring exceptional service standards. The candidate must have experience in selling mainstream (MF, Equity) and alternative (NCDs/Fixed-Income Instruments) products, and managing investment portfolios across multiple asset classes. Key Responsibilities Client Acquisition & Management  Acquire, manage, and grow a portfolio of HNI clients with investments of ₹25 Lakhs and above individually.  Build long-term relationships and ensure high client retention.  Provide customized financial solutions based on clients' risk profiles and goals. Investment Advisory & Portfolio Management  Advise clients on investment opportunities across asset classes, including NCDs, equity, and mutual funds.  Stay updated on financial market trends and provide strategic insights.  Work closely with research and product teams to recommend suitable investments . Business Development & Growth  Track and engage the affluent and super-affluent client segments for new client acquisition.  Conduct and participate in seminars, workshops, and networking events to drive business growth. Required Qualifications & Experience:  Experience: Minimum 2 years in HNI sales & relationship management from BFSI sector.  Industry Background: Preferably from HNI Broking/PCG Desk of Stock Broking firms, Wealth Management, or Private Banking.  Education: MBA/PGDM or Graduate (Finance/Marketing) Desired Skills & Competencies ✔ Ability to inspire trust and confidence in HNI clients. ✔ Strong understanding of financial markets, investment products, and portfolio management. ✔ Excellent interpersonal, communication, and negotiation skills. ✔ Proven ability to acquire and manage high-value relationships independently. ✔ Strong analytical and research-driven decision-making capabilities. ✔ High perseverance, result-oriented approach, and willingness to engage in fieldwork. Skills: relationship management,research,wealth,investment portfolio management,negotiation,sales,investment,communication,client acquisition,market analysis,financial advisory,financial products knowledge,hni,management Show more Show less

Job Designation - Regional Manager – HNI Wealth Products Experience: 2-4 years Job Locations:  Gujarat-Ahmedabad, Valsad, Surat, Vapi, Jamnagar, Vadodara  Maharashtra- Pune, Kolhapur, Nashik, Nagpur, Aurangabad, Amravati Job Description: This is a pivotal, customer-facing role, responsible for acquiring, managing, and retaining High Net Worth (HNI) clients, predominantly for wealth management services. The role involves building strong relationships, providing financial advisory services, and ensuring exceptional service standards. The candidate must have experience in selling mainstream (MF, Equity) and alternative (NCDs/Fixed-Income Instruments) products, and managing investment portfolios across multiple asset classes. Key Responsibilities Client Acquisition & Management  Acquire, manage, and grow a portfolio of HNI clients with investments of ₹25 Lakhs and above individually.  Build long-term relationships and ensure high client retention.  Provide customized financial solutions based on clients' risk profiles and goals. Investment Advisory & Portfolio Management  Advise clients on investment opportunities across asset classes, including NCDs, equity, and mutual funds.  Stay updated on financial market trends and provide strategic insights.  Work closely with research and product teams to recommend suitable investments . Business Development & Growth  Track and engage the affluent and super-affluent client segments for new client acquisition.  Conduct and participate in seminars, workshops, and networking events to drive business growth. Required Qualifications & Experience:  Experience: Minimum 2 years in HNI sales & relationship management from BFSI sector.  Industry Background: Preferably from HNI Broking/PCG Desk of Stock Broking firms, Wealth Management, or Private Banking.  Education: MBA/PGDM or Graduate (Finance/Marketing) Desired Skills & Competencies ✔ Ability to inspire trust and confidence in HNI clients. ✔ Strong understanding of financial markets, investment products, and portfolio management. ✔ Excellent interpersonal, communication, and negotiation skills. ✔ Proven ability to acquire and manage high-value relationships independently. ✔ Strong analytical and research-driven decision-making capabilities. ✔ High perseverance, result-oriented approach, and willingness to engage in fieldwork. Skills: relationship management,research,wealth,investment portfolio management,negotiation,sales,investment,communication,client acquisition,market analysis,financial advisory,financial products knowledge,hni,management Show more Show less

Role: Inside Sales Process Lead/Head Exp: 7 + Years Location: Noida Working Mode: 6 Days, WFO Role Description Strong telesales operations experience. Managed 40+ members telesales team. Should be able to get into details,even work with agents if needed, ManagedInside sales / Outbound sales. Haveworked ongenerating a revenue of 100+ cr. Strong with Data, understanding of funnel and conversion improvement Appointment Settings Visit by Buyers/ clients (Especially operations where fixed time is sought from the buyer) Job Responsibilities Productivity of Sales. Lead funnel Management Track the number of site visits happening. Conversion from leads to visits and repeat visits Quality score via Audit, revisit intent Distribution of Visits (Track and avoid skew) Total visits, Visits done per project per week. Skills Revenue delivered Conversion from leads to Visits and Repeat visits Quality of Visits measured by revisit intent/revisits Education A postgraduate qualification is preferred. Skills: outbound sales,inside sales,team management,sales process,appointment settings,data analysis,operations,team handling,agents,management,telesales operations,conversion improvement,funnel management Show more Show less

Job Designation - Chief Risk and Audit Control Job Role- Credit Risk Management & Audit Conduct regular audits of the company's credit risk management framework to ensure compliance with internal policies, industry standards, and regulatory requirements. Review credit risk models, approval processes, and credit assessment tools to ensure they are appropriate, effective, and up-to-date. Assess credit underwriting standards, credit scoring models, and decision-making algorithms for accuracy and reliability in predicting creditworthiness. Identify areas of credit risk exposure, including fraud, defaults, and bad debt, and recommend corrective actions to mitigate these risks. Policy Compliance And Effectiveness Audit and assess the company credit risk policies and procedures to ensure they are consistent with business goals, risk appetite, and regulatory requirements. Review and validate credit policies related to personal loans, credit cards, digital lending, and other fintech products to ensure adherence to legal and ethical standards. Work with legal and compliance teams to identify any regulatory changes and ensure that credit risk policies and procedures are updated accordingly. Credit Portfolio Monitoring Perform regular audits on the credit portfolio to assess risk, performance, and quality of loans or credit products. Evaluate the loan origination process, monitoring for any potential systemic risks or weaknesses in the portfolio. Analyze portfolio metrics such as delinquency rates, non-performing loans (NPLs), default rates, and recovery performance. Work with credit operations teams to ensure proper documentation and compliance with established policies for credit transactions. Risk Control And Mitigation Identify opportunities to enhance or improve risk controls in credit operations, including new systems, processes, or tools. Collaborate with the credit risk team to develop strategies for risk mitigation, including the setting of credit limits, loan-to-value ratios, and risk-based pricing. Recommend best practices for credit policy governance and ensure that credit risk is managed consistently across all products and services. Audit Reporting And Documentation Prepare detailed audit reports outlining findings, risks, and recommended actions to senior management and relevant stakeholders. Provide actionable insights to improve credit risk policies, processes, and controls, ensuring alignment with company objectives and regulatory frameworks. Track the implementation of audit recommendations and ensure that corrective measures are adopted in a timely manner. Ensure proper documentation of audit activities and findings, maintaining compliance with internal and external audit standards. Stakeholder Collaboration and Advisory; Act as a subject matter expert for credit risk management policies and audits, advising key stakeholders on potential risks and best practices. Collaborate with risk, compliance, and credit operations teams to address issues related to risk exposure, fraud, and credit management. Support the development of training and awareness programs to ensure staff understand and adhere to credit risk policies and procedures. Continuous Improvement and Process Optimization; Regularly assess and update audit methodologies to reflect changes in the fintech industry, emerging risks, and new regulatory requirements. Leverage technology, including data analytics and automation tools, to improve the effectiveness and efficiency of the credit risk management audit process. Identify trends or emerging risks in credit risk and make proactive recommendations to mitigate potential issues before they impact the business. Qualifications And Skills Education: Bachelor's degree in Finance, Business, Economics, or a related field (Master's or professional certifications such as FRM, CFA, or CPA are preferred). 6-10 years of experience in credit risk management, policy audit, or internal audit roles, preferably in the fintech, banking, or financial services sector. Experience with credit risk models, underwriting processes, and credit portfolio management. Strong understanding of regulatory frameworks related to lending, credit risk, and fintech operations. Familiarity with industry-specific risk tools, credit scoring systems, and fintech products. In-depth knowledge of credit risk management principles, policies, and processes. Strong analytical skills with the ability to identify and assess complex risks in credit portfolios. Skills: credit scoring systems,risk management,credit risk,mitigation strategies,stakeholder collaboration,credit,operations,data analytics,credit portfolio monitoring,risk control,policy compliance,documentation,audit,regulatory frameworks,credit risk management,loans Show more Show less