120 Financial Services Banking Investments Insurance Jobs - Page 5

Position: Group Leader:Equity Dealer/Advisor Key Job Responsibilities - -Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. NISM 8 Certificate is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Ashwini : 9822643371

Location:Gurgaon, Mumbai, Bangalore, Chennai, Pune, Hyderabad Must have skills:Genesys Cloud, CX Transformation, CCaaS Advisory Solution Architecture, CCaaS Consulting, Business Case Creation Value Realization, Industry Solutions Consulting Good to have skills:Genesys PureConnect, Genesys Engage, Consulting experience across any of the CCaaS/Customer Service solutions (Amazon Connect, Nice, Verint, Cisco, Five9, Sprinklr, Twilio, Salesforce, Servicenow, Adobe, Microsoft Azure, Google Cloud etc.) Join our team of SONG consultants who solve customer facing challenges at clients spanning sales, service, and marketing to accelerate business change. Practice: SONG I Areas of Work: Genesys- Solution Consulting, Pre-Sales Implementation | Level: Senior Manager | Location: Gurgaon, Mumbai, Bangalore, Chennai, Pune, Hyderabad | Years of Exp: 12+ years Explore an Exciting Career at Accenture Are you passionate about scaling businesses using in-depth frameworks and techniques to solve customer facing challengesDo you want to design, build, and implement strategies to enhance business performanceDoes working in an inclusive and collaborative environment spark your interest Then, this is the right place for you! Welcome to a host of exciting global opportunities within Accenture Strategy Consulting Global Network's SONG practice. The practice is aligned to the Capability Network Practice of Accenture and works with clients across their marketing, sales and services functions. As part of the team, you will work on transformation services driven by key offerings like Marketing Transformation, Connected Commerce and Advanced Customer Engagement. These services help our clients become living businesses by optimizing their marketing, sales, and customer service strategy, thereby driving cost reduction, revenue enhancement, customer satisfaction and impacting front end business metrics in a positive manner. You will work closely with our clients as consulting professionals who design, build and implement initiatives that can help enhance business performance. As part of these, you will Functional Experience :Develop and execute the contact center strategic initiatives including AI/Gen AI strategy to improve customer experience optimize business expenses, operational costs Industry Experience :Experience Specialization in any of industry divisions such as Communication Media Technology, Financial Services, Health Public Services, Products Resources. Understand market and customer challenges: Create business case and strategic transformation roadmap based on industry market trends. Help sell and deliver Genesys contact center solutions to clients: Product overview, Partner readiness support, pricing, documentation, first call presentations Drive Partner support activities: A strong focus on nurturing deeper, more strategic relationships with key parties Develop requirements based on leadership input: Performance/Status reporting, Problem Solving and Conflict Management Bring your best skills forward to excel at the role: Experience working with Customer Service Operations: Experience in Contact Center channels, leading Customer Service operations assessment/benchmarking, identifying gaps and deriving business case for driving improvements. Experience implementing multichannel self-service/IVR and Omni-Channel Orchestration Routing: Experience in Genesys Cloud/Engage suite. In-depth knowledge and know-how of Customer Service Operations: Cross-industry experience, functional and hands on experience on Voice , Digital (SMS, Email, Chat etc.) , WFM, Predictive Routing and Analytics applications Proactively identifying customer needs through a functional and technical benefits assessment: Carefully building the business value of the solution, to assist with overcoming potential objections to proposed technical solutions. Knowledge of on-premises, on-cloud, hybrid cloud and cloud economics: This includes pricing strategy of different Genesys on-premises and cloud solutions and providing detailed TCO Experience in Genesys Cloud administration Solution experience: Use Genesys Architect/Composer/Designer, Genesys WFM, Pointillist , Genesys Cloud Models , Genesys Predictive Routing and Engagement. Read about us. Your experience counts! MBA from a tier 1 institute A minimum 12 years of experience working with Customer Service operations and Contact Center channels, leading Customer Service operations assessment/benchmarking and In depth knowledge and know-how of Customer Service Operations, Cross-industry experience is preferred. Functional and hands on experience on Voice and Digital (SMS, Email, Chat etc.) applications solutioning Experience in leveraging Genesys product suite to automate customer service processes, enhance CX/AX provide value based outcomes What's in it for you An opportunity to work on with key G2000 clients Potential to with leaders in strategy, industry experts, enterprise function practitioners and, business intelligence professionals to shape and recommend innovative solutions that leverage emerging technologies. Ability to embed into everything"from how you service your clients to how you operate as a responsible professional. Personalized training modules to develop your to grow your skills, industry knowledge and capabilities Opportunity to thrive in a that is committed to accelerate equality for all. Engage in boundaryless collaboration across the entire organization. About Accenture: Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions " underpinned by the world's largest delivery network " Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With 569,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. Visit us at About Accenture Strategy Consulting Global Network: Accenture Strategy shapes our clients' future, combining deep business insight with the understanding of how technology will impact industry and business models. Our focus on issues such as digital disruption, redefining competitiveness, operating and business models as well as the workforce of the future helps our clients find future value and growth in a digital world. Today, digital is changing the way organizations engage with their employees, business partners, customers and communities. This is our unique differentiator. To bring this global perspective to our clients, Accenture Strategys services include those provided by our Capability Network a distributed management consulting organization that provides management consulting and strategy expertise across the client lifecycle. Our Capability Network teams complement our in-country teams to deliver cutting-edge expertise and measurable value to clients all around the world. For more information visit Song | At the heart of every great change is a great human. If you have ideas, ingenuity and a passion for making a difference, . Qualification Experience:12+ years Educational Qualification:MBA from a tier 1 institute

Role & responsibilities: This position would include the mentioned set of responsibilities but not limited to: Underwriter corporate card applications which includes interpreting and analyzing financial statements, understanding and having an informed view of the borrowers credit facilities from BoB, interpreting the CIBIL and CMR reports amongst others. Should have good understanding on legal aspects of documentation requirements w.r.t application form, board resolution, undertakings, auto-debit mandates etc. Should be able to decision correctly and properly in terms of assigning corporate card limits balancing risk management norms along-with facilitating adequate corporate spends. Should be able to mentor and coach team-members to help improve the quality of approval notes and the teams ability to correctly analyze financial information. Should be able to effectively and with clarity address queries from sales Teams and should work towards minimizing the same. Underwrite corporate card applications through a holistic approach involving taking a 360- degree view of the corporate including the industry in which it operates, news & updates related to the corporate and any information which is discernible through social media. Should working towards clearing pendencys without compromising on quality. Should also be able to contribute in improving and further building of MIS and dashboarding pertaining to corporate card underwriting. Applicants should possess the following attributes: Minimum experience in underwriting at a manager level position in unsecured lending (cards/PL) in corporate underwriting with a reputed Bank/NBFC. Good understanding of interpreting / analysis of financial statements and treatment of various line items appearing in the balance sheet and P&L and supporting schedules. Has worked extensively in the corporate lending space and has the ability to read the fine print in financial statements. Would be an added advantage if has awareness of thirdparty credible and reliable sources for retrieving key corporate financial data. Has knowledge for essential risk related norms pertaining to underwriting especially in the corporate card/corporate lending space. Brings with him an understanding and awareness of best practices in unsecured underwriting, corporate lending and has an informed view on competition benchmarking including acceptable industry level TAT for underwriting corporate proposal.

Position Purpose : To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities : 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement – “Total Client Ownership”. Qualification: Graduate Work Experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years Position Purpose : To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities : 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Manager’s to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement – “Total Client Ownership”. Qualification: Graduate Work Experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years

About this role: Wells Fargo is seeking a Senior Institutional Investment Operations Representative. Wells Fargo India enables global talent capabilities for Wells Fargo Bank NA., by supporting business lines and staff functions across Technology, Operations, Risk, Audit, Process Excellence, Automation and Product, Analytics and Modeling. We are operating in Hyderabad, Bengaluru and Chennai locations. In this role, you will: Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems Provide ideas for improving or implementing processes Perform moderately complex duties such as processing, researching inquires, and reconciling transactions Review time sensitive documents Provide training or work direction to less experienced staff Support audit requirements within the process Address compliance and corporate governance issues for the department Lead or participate in projects Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Interact with internal and external customers as per prescribed process or procedure Identify and drive process re-engineering or transformation opportunities within the process Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Take responsibility of monitoring daily functions of Derivatives Collateral management process Organizes the work of the team, assigns task, sets short-term priorities, monitors all activities and ensure timely and accurate completion of the work Displays sound working knowledge surrounding Collateral margining process Escalate in a timely manner within the Operations group, Technology application support and Middle Office to ensure prompt resolution of exceptions/disputes Understands needs and sensitivities of internal and external clients and proactively ensuring these are met Acquainted with ISDA/CSA standards definitions Builds relationship with businesses and counterparties to ensure effective escalation and timely resolutions Partner with Technology to identify/ resolve system issues, and implements system enhancements to increase efficiency Swiftly Identifies potential risks in operational processes; develops and implements controls to mitigate related risk Displays strong analytical skills to improve workflow to increase operational efficiency Collaborates with global team to produce reports and build metrics Competent in TAT Management, Process Improvements, Regulatory Compliance, Audits- Process/Transactional Level including adherence to SLAs Periodically reviews the procedure documents and check list Ability to train and mentor new hires Review the root cause for a trade valuation difference or unmatched trade. This analysis will be published daily and will be used by management to create informed commentary where call disputes occur. Trade matching will be required in trioptima as part of the root cause analysis and remediation Escalate large discrepancies and report on all differences over a threshold to relevant margin analysts and managers. Review trade, source system, and portfolio level issues and escalate to management and technology or the relevant trading desk. MBA or an advanced degree (or equivalent exp.) 3-4 years experience in Collateral management process, Strong interpersonal and influencing skills, with the ability to build strong partnership with business stakeholders and other support functions Strong organizational and project management skills with demonstrated ability to manage expectations and deliver on commitments Experience of working across one or more geographic territories or regions. Must be a great team player with a high degree of flexibility, prepared to work in a deadline-driven and fast-paced environment Experience of working with senior leaders cutting across Technology, Operations and Strategy function is an added advantage Job Expectations: Understands Derivatives trade life cycle and associate functions End to End experience of Collateral margining process Good understanding on Colline/Tri-optima/OPICS and other industry standard applications Proficient in Excel CSA set-up Excellent internal/external client handling skills Analytical and detail oriented

remote typeOnsite locationsBangalore - North time typeFull time posted onPosted 4 Days Ago job requisition idJR-0010952 Details of required position Position(s) Reports to: Vice President Functional Title: Team Manager Corporate Title: Assistant Vice President Work Location: Bangalore About Apex Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 45 offices worldwide and 3,000+ employees, Apex delivers a broad range of solutions to asset managers, capital markets and private clients. The Group has continually improved and evolved its service suite to cover three key pillarsfund solutions, financial solutions and corporate solutions. Apex administers over $750 billion in assets globally. For more information please visit our website - Job Summary The candidate should be well versed with Pricing, Reference Data, Corporate action, Portfolio accounting. He/She must be a dynamic personality with ability to work tactically wherever needed with quality results. The candidate must be having very good communication and should be competitive to connect with stakeholders across the globe. The candidate should be capable of running the Projects independently. He/she should possess a minimum experience of 5 years in managing and handling a team. Job Responsibilities: Team management and supervision Processing and verification of daily and monthly pricing across multiple asset classes. Ensuring accurate valuations and performing validation process across all capital market products including but not limited to derivatives and OTC securities. Setup of OTC securities, including unlisted derivatives, illiquid stocks and private equity, bank debt and swaps, and their processing into the fund accounting platform will be an added advantage. Processing and verification of daily market prices on listed securities from multiple vendors, including market research on large variances and stale/missing prices. Strong knowledge about Bloomberg, ICE, Markit, Refinitiv, SIX, etc Strong knowledge on overall pricing concepts like price types, vendor hierarchy, price methodology, market value concept, etc. Processing and verification of valuations on OTC securities from data vendors and counterparty statements. Review of corporate actions on portfolio holdings and necessary correction and posting of exceptions. Documentation of trade file mapping requirements for existing and new clients, and working with various internal groups (Analytics, Client Services) and external client if needed, to automate pricing workflows. Working closely with multiple vendors to identify issues, track them and drive their resolution. Knowledge on API for BBG and Reuters is preferred. Maintenance and creation of standard Operating Procedures Providing assistance to supervisors, auditors and fund accountants as and when required. Daily MIS Qualification & Experience required 9 11 years of experience in investment banking Bachelors/Masters degree in a financial domain Operational experience in a financial institution will be a strong advantage Good knowledge of OTC products such as foreign exchange options, swaps, swaptions, Spots, forwards, credit default swaps Should possess Decision making, problem solving and tactical skills. Multitasking is a must. Strong organizational skills and structured management approach, supporting timely delivery of complex meeting material that includes input from across the global valuations team Strong communication skills including the ability to distil complex issues into an easy digest summary for senior management Confident and assertive with the ability to negotiate and influence constructively across teams and geographies Knowledge of the hedge fund administration business and/or industry will be a strong advantage. Knowledge of either Paxus, Advent Geneva , or Broadridge suite of applications related to the Fund Administration business, or both, will be a strong advantage. Excellent Communication skills Flexible with shift timings Ability to work under time constraints and handle pressure Strong analytical skills, detail orientation & service commitment Good understanding of programming in VBA would be good plus. Strong Analytical skills and attention to detail. An ability to work under pressure with changing priorities DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

locationsMumbai, Raiaskaran Tech Park time typeFull time posted onPosted 2 Days Ago time left to applyEnd DateMay 9, 2025 (3 days left to apply) job requisition idJR-0012284 Experience Experienced (2-3yrs) as a Fund Accountant or similar role. Proficiency in accounting knowledge and MS Office (Excel, Word & PPT). Skills Strong attention to detail and accuracy. Excellent organizational and time management skills. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Other Requirements Strong accounting knowledge/ principles. Basic understanding of Hedge Fund Industry and Reconciliations Ability to handle sensitive and confidential information. Fund Accounting Roles & Responsibilities Responsible for processing and capturing various portfolio activities such as trades, fees, corporate actions and forex into the system. Responsible for daily reconciliations- Cash/Trade/Market value Reconciliations. Ensures all reconciliation breaks ( Cash & Trades) are validated and justified for each calculated NAV at Fund level. Ability to perform NAV Calculation of Hedge Fund and Capitalized Fund /Private Equity. Responsible to calculate Fund Level fees- Management and Performance fees. Ensuring NAV calculations are produced in a timely manner. Completeness of NAV packs including accurate report generation and timely delivery of these reports to clients. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Hiring Parameters: Should be a graduate with all the educational documents in place. Should be comfortable with Night Shift and Work from office. Should be staying within the cab boundary of 25 KMS from Wipro Salt Lake Sec - 5 Should have all the employment proof as a supporting documents. Should have mandatory govt id proof PAN, Aadhar and Voter ID. Roles & Responsibilities Customer relationship administration Meeting Customer's expectations / targets / metrics / Key Performance Indicators Usage of the Customer's tools / Follow up of the Customer's processes & procedures Management of all incoming requests. Management of the backlog Addressing all verbal requests and complaints received from the Customer Process improvements proposals / implementation Manages Customer relationship through providing daily operational support Keeps Customer informed of progress at all stages Skill Required Computer (internet, MS Office package) Good command of English (both written & spoken) Customer relations management Very good verbal communication skills Rigorous and accurate working style Preferred candidate profile : Immediate Joiners Perks and benefits: Night Shift Allowance and Cab facility. Interested candidate are welcome. Documents to carry: 2 copy of CV and write HR-Raushan on the top of the CV for reference.

Skill required: Customer Operations - Non Voice - Service Desk Non-Voice Support Designation: Customer Service Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? CSR is primarily responsible for providing customer service support according to the scope of work and service level requirements. This includes ensuring call quality and quantitative standards are observed in meeting customer care needs and resolving them in a timely fashion.Customer Operations - Voice - Help desk role - ticket resolution/Chat supportRecording, diagnosing, troubleshooting, resolving or assigning incidents and service requests based on defined scope of support. Manage unplanned interruptions to restore normal service operations as quickly as possible for non-voice interactions like email, web and chat. What are we looking for? Work on a shifting schedule and during holidays as needed Work in office facility and at home Excellent English Communication Skills demonstrated by having a local Berlitz rating of B1T, or B2 and higher (For offshore resources) Experience in customer care, sales, tech support and/or similar accounts, required Experience in broadband and/or TV troubleshooting, recommended but not required Roles and Responsibilities: Provide support for resolution of customer problems, issues, requests and queries. Ensure proper documentation, notification, escalation, tracking, and follow up of all incidents. Primary responsibilities are focused on customer contact, not transaction processing. To perform assigned skill sets and its corresponding activities and tasks efficiently. To support & record a variety of customer service issues through telephone from customers. Validate, investigate and resolve these issues within established guidelines. This includes coordinating with the escalation path which may include but not limited to internal Accenture or Client. To provide first-level troubleshooting on customer home broadband, tv, and phone setup and connectivity issues To provide recommendations to customers on new product, packages, upsells, and cross-sells that match the customer's lifestyle needs and generate additional revenues as a result To provide customers with a positive call experience by exhibiting positive call conversation behaviors and etiquette, a sense of urgency, knowledge in the product and service, genuine concern for the customer, with timely and efficient resolution of issues. To promote and maintain a high level of professionalism, reliability, and work attitude through attendance, metric performance, and interaction with peers and management. To promote, proactively maintain & enhance positive relationships for Client/Customers/Accenture through excellent performance of accountabilities. Qualification Any Graduation

Dear Applicants, Currently we are hiring for Debt Recovery Agent (Field Collection Officer) for DEBT MANAGEMENT COMPANY Location: Bangalore,Hyderabad,Chennai Salary: - Upto 15k to 22k LPA + Lucrative Incentives Send CV to Sandeep kaur - 9220132326 or sandeep@getwork.org Experience: Freshers to 5 years Product : Credit Card and Unsecured Loan Collection

Position : Associate Agency Development Manager (AADM) Qualification - Full time Graduation is must (10+2+3) Location : Chennai/ Mumbai/ Kolkata/ Pune/ Mumbai/ Ahmedabad/ Goa/ Bangalore/ Hyderabad. Salary : Decent Hike on your current salary + Incentives Job Summary: Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Key Responsibilities/ Key Deliverables: Agent Recruitment Develop various sources of agent hiring & build a team of agent & agent pipe line. Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Implementation of MNYL GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by MNYL ways of training Field demonstration (FODs) Development of agent prospecting habits, calling habits and Measures of Success: Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Number of EC/MDRT agent work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same Interested Candidates share your resume on 6265413516

Greeting from Infosys BPM Ltd., We are hiring candidates for Commercial Pre Closingg Skill. Please walk-in for interview on 7th May 25 at Bangalore Location Note: Please carry copy of this email to the venue and make sure you register your application before attending the walk-in. Please use below link to apply and register your application. Please mention Candidate ID on top of the Resume *** Process Specialist- 1Yr to 5Yrs experience: https://career.infosys.com/jobdesc?jobReferenceCode=PROGEN-EXTERNAL-205489 Interview details: Interview Date: 7th May 25 Interview Time: 9:30 AM till 12 PM Interview Venue: JP Nagar: Infosys BPM Limited., #785, Ground Floor Axis Sai Jyoti, 15th Cross 100 Feet Road, Sarakki, 1st Phase. J P Nagar, Bengaluru, Karnataka 560078. Landmark: Near Sindhoor Convention Centre (NOTE: No Candidate parking facility will be available Documents and things to Carry:: Carry a print out your updated resume; Carry any 2 photo Identity proof (PAN Card/Driving License/Voters ID card/Passport). All original education documents need to be available for verification. (10th, 12th, Graduation (Sem Wise Marksheet, CMM. Provisional and Original Degree) Candidates to carry mobile charger and ear/headphones to the hiring venue for in-person assessments and evaluations Job Summary The Commercial Pre-Closing Specialist position works with the Relationship Managers (RM) in the Commercial and Business Banking segments to provide sales support and coordinate all new money and renewal requests. This role must be proficient in the commercial online application system (CML), financial information required for underwriting, loan structuring guidelines, collateral requirements, due diligence items and banking processes. The Commercial Pre-Closing Specialist provides an appropriate review of entity documents, appraisals, title insurance, UCC Searches and other required supporting documentation to ensure proper signor authorities and lien position. This role must communicate effectively with other members of the Loan Fulfillment team, RMs, Banking Specialists, Credit Underwriters, in-house legal counsel, and Loan operations to resolve any issues or questions. This position requires a high level of decision-making capabilities and exception processing capability. Key Accountabilities Loan Processing: Reviews and inputs loan submissions from RMs in CML including reviewing financial information, ownership, loan structure and compliance needs; responsible for complete and accurate data entry in CML. Communicates with the RM to gather additional information necessary to deem the application as complete and ready for underwriting. Completes loan pre-closing tasks including ordering appraisals, environment reports, and title/UCC searches; performs a detailed and thorough review of entity documents, title insurance, UCC searches, flood determinations, and other supporting documentation. Collaborates with RM to ensure all conditions precedent to closing required by credit are met. Reviews existing loan documents for accuracy and compliance with loan guidelines. Finalizes post-approval in CML. Communicates with underwriting, Line of Business Executives and Credit Administration to address policy exceptions. Preparation of Loan Documents: Utilizes Loan Guidelines and commercial procedures to ensure documents are prepared in accordance with approval document. Utilizes special loan software to produce accurate and complete loan documents. Prepares template documents outside of loan software (i.e. Rate Modifications & Due Date Changes) Service: Ability to prioritize large pipelines to ensure adherence to service level expectations. Exhibits flexibility in response to the changing banking environment. Ability to work in a fast-paced environment. Provides options and solutions when issues arise. Additional position levels: In addition to the core job requirements outlined above, the Senior & Team Lead roles are also accountable for: Senior Specialist Processes specialty lending products and complex loan transactions. Completes a comprehensive review of loan documents prepared by outside legal counsel to ensure they meet serviceability requirements and terms of approval. Assists in second level reviews of critical items, as needed, to ensure accuracy prior to releasing closing documents. Acts effectively as the first step in the escalation process and exception decisions. Assists in training new team members. Assists in creating and updating processes and procedures for the department. Assists management with special projects. Key Competencies for Position Culture Leadership Communication Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience, and selects suitable delivery method(s). Execution Leadership Attention to Detail Completes work thoroughly and accurately; pursues quality in accomplishing tasks. Problem Solving/Decision Making Seeks to identify what caused the issue; incorporates input from multiple sources (e.g., lines of business, subject matter experts, data, policies, procedures, etc.) to ensure effective action and shared ownership; decisions are sound based on what was known at the time and are based on a blend of analysis, wisdom, experience, and judgement. Technical Knowledge – Possesses the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise. Client Leadership Client Focus – Puts the client at the center of all decisions; takes action to create a high level of service to internal and external clients; makes and maintains long-term relationships with clients. Qualifications and Education Requirements Associate or bachelor’s degree preferred but not required. Knowledge of loan documents and experience with loan processing Knowledge of ONB loan policy and Commercial Guidelines preferred but not required. Highly organized with a strong attention to detail. Strong analytical and problem resolution skills. Excellent verbal and written communication skills. Must have experience working in a fast-paced office environment with service level expectations. Must be able to meet deadlines (for Team Lead) – Prior supervisor experience preferred Key Measures of Success/Key Deliverables: Service – Provides high level of service to RMs Speed – Delivers product within service level expectations Accuracy – Delivers product without errors Interview Location: JP Nagar Work Location: Bangalore Qualification: Graduates & Post graduation Designation: Process Specialist Shifts: US Shift Experience: 1Yr to 5Yrs Pointers to note: Please do not carry laptops/cameras to the venue as these will not be allowed due to security restrictions. Original Government ID card is must for Security Clearance Regards, Infosys BPM Recruitment team.

Job Summary As a Standard Chartered Relationship Manager, youll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the banks strategic objectives. Youll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. About Wealth and Retail Banking Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs. As an Affluent Relationship Manager, you will play a pivotal role in managing and growing our high-value customer base. You will be responsible for: Acquiring and retaining a portfolio of priority clients. Cross-selling wealth management products and services to customers. Providing exceptional customer service and building strong relationships with clients. Contributing to the overall success of the branch by achieving business performance measures. Role Requirements: Minimum of Five (5) years of proven and progressive wealth sales experience or equivalent. Strong understanding of financial planning fundamentals Excellent communication and interpersonal skills Ability to build strong relationships with clients. Proven track record in sales and customer service. Passion for delivering exceptional customer experiences. About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realize their full potential. www. sc. com/careers 23185

Business Achieve personal sales target Segment focus, customer focussed needs-based selling Being a Priority Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Liabilities, Insurance and Investment for such customers as mandated by the Bank. It will also involving deepening these relationships by cross-selling various product Risk Management Conduct CDD, MLP & TCF diligently Zero tolerance - Fraud, Mis-selling Attend training, acquire knowledge and apply to job function Adhere to all policies, guidelines and procedures, comply with local regulatory requirements To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager Regulatory & Business Conduct Display exemplary conduct and live by the Group s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead the team to achieve the outcomes set out in the Bank s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. ] Skills and Experience Business - Market Knowledge Business - Products and Processes FM - Products - Bonds and Loans Qualifications Substantial experience in the banking industry, including demonstrated success in a similar role. Must possess sharp business / sales acumen, excellent interpersonal skills and multi-cultural awareness and sensitivity. Ability to work with geographically dispersed and highly varied stakeholders At least 2-3 years of relevant experience across CASA sales in the region About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If youre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we cant wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. www. sc. com/careers 9738

Relationship Manager - (Sales and Distribution) Experience : 3 to 5 Years Full-Time Role Location : Bangalore Organization Background: A NBFC duly registered with and regulated by RBI Building Digital First Secured Lending Platform Backed by Marquee Investors- Angels & Institutions. Responsibilities: Developing the offline B2B2C channel for the LAS (Loan Against Securities) product Onboarding Partners - Understanding the needs of each partner and convincing them to partner with Abhiloans. Regular engagement with Partners, impart Product Training, manage campaigns, organize and participate in networking events. Driving business volumes and targets through onboarded partners. Required Skill Sets : 3 -5 Years of experience in Distribution of Financial Products. Exposure and understanding of Capital Markets, Loan Against Securities, Credit Products will be Preferred Prior work experience with Mutual Fund AMC, Mutual Fund Distributors, Wealth Managers, DSA s, Share Brokers will be an added advantage. Good Written and Spoken English along with effective Communication and Presentation skills are required. Ability To Communicate Effectively Pleasant Personality and ability to leverage existing contacts, networks in the financial services industry. Educational Qualifications: Minimum requirement of a Bachelor s Degree from a recognized University Reporting Structure : This position reports into Sr. Distribution Manager

Job Posting Title: SUPV II CUSTOMER SERVICE Band/Level: 5-3-M Education Experience: Bachelors Degree (High School +4 years) Employment Experience: 7-10 years Job Overview TE Connectivity Ltd. is a $14. 9 billion global technology and manufacturing leader creating a safer, sustainable, productive, and connected future. For more than 75 years, our connectivity and sensor solutions, proven in the harshest environments, have enabled advancements in transportation, industrial applications, medical technology, energy, data communications, and the home. With 80, 000 employees, including more than 7, 500 engineers, working alongside customers in approximately 150 countries, TE ensures that EVERY CONNECTION COUNTS. Learn more at www. te. com Roles and Responsibilities ROLE OBJECTIVE: Supervisor Customer Solutions Support will be responsible of a team of Associates for supporting all Customer Service-related tasks of the TE Order-to-Cash Process playing a key role in the whole business success. The team will support the whole EMIA Customer Solutions, intercompany business. He/She must get the new tasks for the team and support transition smoothly. This role requires cross functional support by which the team gain process knowledge. Supporting all kind of TEOA initiatives and track daily key KPI s and ensure 100% quality. RESPONSIBILITIES: Managing customer service teams Analyze and identify the right trainings based on their expertise and skill set Identify the high potential and critical talents and set the career path Set reasonable customer satisfaction goals and work with the team to meet them on a consistent basis Interact with internal stake holders on a regular basis On-board new employees and ensure they get the trainings Handling internal and external customer escalations Review, Analyze and answer customer complaints Hiring right employees and provide the training Set the right KPI s and developmental goals for the team Ensuring a daily Performance Improvement Management with team Analyzing monthly VOC and defining appropriate actions Evaluating performance and behavior by conducting 1:1 meeting. Taking necessary actions if there is any deviation in performance or behavior. Conducting root cause analysis for the customer escalation and taking corrective and preventive actions Identify and create the back up for supervisor of the respective team Driving TEOA according to Star Level Requirements and supporting continuous improvement projects (Kaizen Events, Six Sigma Projects) Driving team initiatives to keep motivation and performance on a high level Share monthly reports summarizing the assigned team s performance. Desired Candidate QUALIFICATIONS EXPERIENCE / KNOWLEDGE : Graduation in any stream Minimum 7-9 years of work experience in Customer Service environment - Order management domain. Hands on experience in SAP is preferred Knowledge in the Supply Chain Processes Expertise in the SAP - SD / MM module Minimum 2 years of team managing experience. Competencies Managing and Measuring Work Building Effective Teams Motivating Others Values: Integrity, Accountability, Inclusion, Innovation, Teamwork SET : Strategy, Execution, Talent (for managers) ABOUT TE CONNECTIVITY TE Connectivity plc (NYSE: TEL) is a global industrial technology leader creating a safer, sustainable, productive, and connected future. Our broad range of connectivity and sensor solutions enable the distribution of power, signal and data to advance next-generation transportation, energy networks, automated factories, data centers, medical technology and more. With more than 85, 000 employees, including 9, 000 engineers, working alongside customers in approximately 130 countries, TE ensures that EVERY CONNECTION COUNTS. Learn more at www. te. com and on LinkedIn , Facebook , WeChat, Instagram and X (formerly Twitter). WHAT TE CONNECTIVITY OFFERS: We are pleased to offer you an exciting total package that can also be flexibly adapted to changing life situations - the well-being of our employees is our top priority! Competitive Salary Package Performance-Based Bonus Plans Health and Wellness Incentives Employee Stock Purchase Program Community Outreach Programs / Charity Events Employee Resource Group Across our global sites and business units, we put together packages of benefits that are either supported by TE itself or provided by external service providers. In principle, the benefits offered can vary from site to site. Location:

Job Overview TE Connectivitys Customer Service Teams interact with customers, company sales and/or service representatives to handle a variety of pre-sales or post-sales service functions. They take and process transactions via phone, internet and correspondence from customers and representatives and respond to inquiries about TE s products or services. They may promote and sell our companys products or services as well as investigate and resolve customer complaints. A key area of focus is to develop strong business relationships via TEs Extraordinary Customer Experience strategy. Responsibility: This position is the central point of contact for various accounts regarding all daily operational requirements from inquiry and pre-orders needs through all post-order activities. Key performance responsibilities of this role to achieve the goal of Customer Satisfaction improvements include: Extraordinary Customer Experience (ECE) and Customer touch point On-going efforts to drive ECE by interacting professionally for your internal and external customers. KPI s are STR, CES, FCR, and efficiency. Satisfaction Management Support the execution of improvement actions based on Net Promoter Score (NPS) and transactional surveys. Metric - NPS/Transactional Survey Customer Relationship & Satisfaction Central point of contact for Customer on all daily inquiries and provides timely follow up and resolution of issues and inquiries Proactive communication to Customer and liaise with parties to come up with solutions for open and upcoming matters. Customer visits might be required Seek regular informal and formal feedback via transactional surveys or via phone and e-mail during daily communications Manage Service Delivery Process / Execution Manage escalations for your customers. Review quote and order requirements, create scheduling agreements, clear blocks, workflows daily, monitor critical shipments Follow up on quotes and quality issues Manage Interfaces & Build Service Culture Act as voice of the Customer for internal support departments Participate in development training and process improvement projects to expand and challenge learning new ideas and processes Take ownership for actions and follow through on tasks until resolved Desired Candidate Profile: EDUCATION/KNOWLEDGE Graduate in any field, 12+3 and German B2 level QUALIFICATIONS & EXPERIENCE Customer Focus, Organizational Agility, Communication Skills, Problem Solving, Drive for Results, Good working knowledge of English and German language, Action Oriented, Detail Oriented and Business Acumen, minimal bachelor s degree. SAP experience (SD module) is a big advantage. All candidates are required to be fluent in English and the language being hired for. Competencies Values: Integrity, Accountability, Inclusion, Innovation, Teamwork EOE, Including Disability/Vets Location:

SUMMARY SME LEVEL: - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ------------------- Basic Requirements ( Must to have ) Good Verbal & Written Communication skills Should have good MS - Office skills Has been in a Client Facing role Willing to Work from Office (Hybrid) Willing to work in US Shifts (No Rotational shifts) Immediate Joiner ( Preferred ) Domain skills ( Must to have ) Experienced on SWIFTs Experienced on Transaction Monitoring / Sanction Screening/Wire processing/Investigations Wing to Wing Understanding of settlement systems especially the US specific ones - Fed/Chips/NACHA etc SPE LEVEL: Basic Requirements ( Must to have ) Good Verbal & Written Communication skills Should have good MS - Office skills Willing to Work from Office (Hybrid) Willing to work in US Shifts (No Rotational shifts) Immediate Joiner ( Preferred ) Domain skills ( Must to have ) Experienced on SWIFTs Experienced on Transaction Monitoring / Sanction Screening/Wire processing/Investigations Wing to Wing Understanding of settlement systems especially the US specific ones - Fed/Chips/NACHA etc TL Level: Basic Requirements ( Must to have ) Good Verbal & Written Communication skills Should have good MS - Office skills Has been in a Client Facing role Should have min.1 to 2 years of People Management Experience(Must be an on paper TL/TM) Willing to Work from Office (Non-Hybrid) Willing to work in US Shifts (No Rotational shifts) Immediate Joiner ( Preferred ) Domain skills ( Must to have ) Experienced on SWIFT Experienced on Transaction Monitoring / Sanction Screening Understanding of settlement systems especially the US specific ones - Fed/Chips/NACHA etc Requirements Requirements: Experience in the international banking domain Strong verbal and written communication skills Analytical skills Attention to detail Excellent data entry skills Strong math, reconciliation, and accounts skills Ability to work quickly and accurately while maintaining acceptable standards of workmanship Quick learner with the ability to retain a high volume of information Ability to recognize and escalate any discrepancies identified or noticed while processing --- International Payment Processing Specialist We are looking for an individual with experience in payment processing, particularly in international funds transfer, SWIFT, ISO MX messages, Federal Reserve Wire Transfer Payments, and Foreign Exchange Payments. Knowledge of message types such as SWIFT, FED WIRE, CHIPS, Telex, and IntelliTRACS system is an advantage. Responsibilities: Perform moderately complex operations duties in support of a service center or department environment Collect data and prepare related operational reports Prepare input forms for automated data processing systems Utilize the company's internal operations to perform duties Coordinate projects and furnish information to authorized persons Provide guidance to all levels of employees regarding personnel policies and procedures requiring some policy interpretation Job Expectations: Strong knowledge of payment investigations and various case types Strong knowledge of SWIFT messages and Fed Messages Ability to multi-task effectively and interpret documents or requests received Strong verbal and written communication skills Attention to detail and excellent data entry skills Good math, reconciliation, and accounts skills Ability to work quickly and accurately while maintaining acceptable standards of workmanship Quick learner with the ability to retain a high

Responsibilities: 1. Algorithm Development, Quantitative coding 2. Trading strategies, Development 3. Data Analysis and Modeling 4. Risk Management and Compliance 5. Technology Integration and Support Required Candidate profile Bachlors in Comp. engineer,Science,Mathematics,Physics etc Hands on in coding, backtesting, derivatives, option & algorithmic trading, Python & similar language, numeric computing & analysis, trading

Role & responsibilities: Salary:- 12,200 in hand plus unlimited incentives every month depends on interview Immediate Joining Freshers & experience both can apply Basic communication in Marathi, Hindi & English Job Location: Viman Nagar Pune-411014 Preferred candidate profile: Min qualification - 12th & Immediate Joiners Having basic Knowledge of Computer. Fixed day shift Perks and benefits: PF+ESIC and other benefits How to Apply: To schedule your interview Call or send your CV/Resume through WhatsApp HR Saloni:- 7796426783 Mail Id :- saloni.chavhan@credicus.co