3977 Portfolio Management Jobs

Job Description: Job Title: Sales Coverage Support, Analyst Location: Mumbai, India Role Description Within PB, the client service team plays a constructive role in partnering with coverage in driving Key Business initiatives and RTB (Run the business) activities. Function ensures adherence to risk & control governance framework in line with Regulatory requirements / Internal policies /Audit standards; also involving front-to-back review of processes and scaling up of controls to address the gaps that are self-identified or highlighted by Regulators. The successful candidate will participate in and perform full spectrum of support activities for PB EM client service including collating, preparing, reviewing reports, and verifying accurate submissions in a timely manner. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Provide day to day Client servicing of both external and internal Clients by researching account and transaction records to resolve basic discrepancies, and answer questions, process transactions for Clients or provide documentation on Client activities. Respond to Client requests and inquiries in a timely and accurate manner. Facilitate Client directed transactions incl. wires, research requests and assist with account maintenance. Prepare customized reports / summaries as needed. Organize and maintain files, correspondence and records in accordance with policy. Perform account opening for Clients and assist Product Teams such as Discretionary Portfolio Management (DPM) in managing and servicing their client s transaction and account opening needs. Adhering to all regulatory policies and operating procedures, responsible for ensuring proper documentation is on file for all wire requests and following High Risk Media (HRM) Policy. Support client requests for trade processing and payments processing in a timely manner Management of Term sheets and Factsheets, Prepare the SWIFT and sent to SDC for outward security transfers, Internal security transfers / LOU / Legal, Trade Related Control Team Reconciliation responses etc. Your skills and experience University graduates and candidates with a minimum of 2-3 years of relevant experience. Experience in risk / compliance / control functions in Private Banking/ Wealth Management would be added advantage Keen learner and quick adapters of change and good team player Self-initiative and to be able to manage and deliver with time bound activities Willing to learn and take on additional scope of work with training Good communication skills (oral and written) and interpersonal skills. Good understanding of Wealth Management products and services and regulatory environment. How we ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs https://www. db. com/company/company. htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

Primary Details Time Type: Full time Worker Type: Employee To develop and manage a profitable business portfolio under the specified insurance class according to the Company s guidelines and delegated authorities. Primary Responsibilities Strategy and Planning Execute operational objectives and the business plan for the underwriting function Review existing portfolios / accounts and recommend strategies for profitable growth Develop product plans, operating budgets and initiatives to ensure profitable growth and increased market share Support and develop product strategy and individual product strategies Policy, Process and Procedures Underwrite complex risks in accordance with defined limits of authority, organizational policy and underwriting standards Monitor and review underwriting standards, procedures and variations from proposal standards Contribute to continuous quality improvement processes Maintain in-depth knowledge of current legislation, best practice, underwriting acceptance levels, systems, and organizational guidelines Environmental Awareness/Customer Focus Manage key portfolios/accounts with intermediaries Deliver timely decisions and problem solving solutions for customers and intermediaries Develop and maintain good working relationships with all customers, brokers, colleagues, intermediaries and internal stakeholders Maintain strong knowledge of new products and commission structures, in order to enhance relationships with intermediaries Technical Performance Achieve underwriting results and growth (through new business and renewals) in accordance with plan/budget Identify new business opportunities and self-insurance prospects, as well as underwriting requirements to meet business needs Establish appropriate measurement techniques and reporting systems Develop new / tailored products to meet customer needs or respond economic, political, legislative or compliance changes Monitor portfolio results and individual product performance, identifying trends and opportunities and taking correction action as necessary People Management Supervise the underwriting activities of other underwriters, ensuring all procedures are adhered to Provide technical expertise and guidance to employees Coach/mentor Underwriters and Assistant Underwriters, on either a formal or informal basis Preferred Competencies/Skills Presentation Skills Negotiation and problem-solving skills Relationship management and communication skills People Management Preferred Education Specifics College degree, of any business course Preferred Experience 15+ years relevant working experience with over 5 years of underwriting experience in supervisorial role Experience in underwriting / portfolio management role Use of risk and pricing tools and loss models Preferred Knowledge Advance knowledge in insurance Extensive knowledge in relevant market conditions for specific portfolio Working knowledge of risk management, portfolio management and underwriting QBE Cultural DNA Everything we do at QBE is underpinned by our DNA (which interlinks seven cultural elements) because we know its not just what we do that matters, its how we do it that makes the difference. We expect all employees to role model and inspire the right behaviours that link to our cultural elements: We are customer-focused We are technical experts We are inclusive We are fast-paced We are courageous We are accountable We are a team All employees are expected to adhere to QBE s Code of Ethics and Conduct and apply sound risk management practices US Only - Disclaimer To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities. Global Disclaimer The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee s normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls. Skills: How to Apply: To submit your application, click "Apply" and follow the step by step process. Equal Employment Opportunity: QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.

Job Title: Manager Alliance Job Level: 4+ years of experience Report to: Director Banking Alliance Department: Banking Alliance and Partnership Organization: Airpay Payment Services Pvt. Ltd Location: Pune Job Summary: Primarily build Alliances and Partnership for Acquiring, Retail (BC Business) You will be responsible for understanding banking needs & to pitch Airpay Product Work with banks as a channel to generate revenue, either through merchant conversations or bank or partner product deals. Stakeholder management across levels and cross-functions Receivables management including pre and post invoice captures. RFP/ RFQ deliveries for bank driven white labelled projects/ custom merchant projects. Be informed of the payment industry landscape, competitions/competitors, and client requirements at various levels. This role will be responsible for generating leads/ opportunities across sectors. Resource to be based at Mumbai and would be covering Pan India location as required. Experience in long-term sales/project pipeline development. Required Qualifications: BCom or B. Tech or equivalent (MBA Preferred) Min 4+ years of work experience in Digital Payments who has managed Banking/Financial partnerships, Banking Alliances and have closely worked with banks and other financial partners. Experience of working with Cooperative Bank would be an added advantage. Strong knowledge in PG acquiring, issuing and online payments business. Should be aware of the pricing structure in online payments for cards, net banking, schemes, interchanges etc. and should have good negotiation skills. Build, evaluate and manage partnerships that deepens Airpay s product stack and able to explore new opportunities with them to partner with them as technology partner and able to close such opportunities. Should be able to manage banking operations team to on-board Airpay s merchants on all Banking partners & work closely with cross functional teams. Skills and Experience: Fintech with Enterprise sales, B2B sales, PSP, Banking (Digital Banking, Ecom, Enterprise sales,Neo banking), Telecom, IT/SAAS with Enterprise sales experience Portfolio Management Excellent written and verbal communication skills. Travel Requirement: Yes (Local as well as domestic)

The PRM & SPRM role are client facing roles. Playing a integral part of HSBC RBWM flagship offering of Premier Banking’ To grow and nurture HSBC Premier relationships (the HNI segment of the PLB customer base) and achieve business targets as laid down and in accordance with the business plan To facilitate a single point of contact for all Premier customers, anticipate needs and provide required banking/financial advisory services. The jobholder to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards. The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals as complied with local regulatory requirement. All this needs to be achieved by keeping the highest standards of integrity towards the bank and clients and the regulatory requirements. Principal Accountabilities Impact on the Business / Function Maximize profit and achievement of the growth of Premier clients portfolio Achieve agreed financial targets by development of existing and new relationships Build effective relationships with clients to retain and develop sustainable relationships Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals Effective use of tools and information to drive client service delivery and RBWM performance Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals Establish and agree client contact strategies in line with Group operating models Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales Customers / Stakeholders Own the client relationship with HSBC Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients Monitor client satisfaction data implementing portfolio level improvements Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client Leadership & Teamwork To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered Proactively support others through direct and indirect actions beyond activities particular to this role Collaborate with the wider team to deliver the Branch RBWM Performance measures and plan to support the multi-channel client journey Establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs Operational Effectiveness & Control Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines Agree and manage lending facilities within any agreed Approval Authority (RAA) Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimize loss Adhere to selling process and sales quality requirements Comply with the applicable laws, regulations, Group and local guidelines related to Sanctions and AML policy of HSBC while undertaking various day to day operations Remain alert and promptly report to the Sanctions Officer/ INM FCC office/ Line manager ( As applicable and required by the AML and sanction Policy) if a customer is found to be engaging in sanction evasion activities or violations of AML policy or any other related procedures. Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activities Support the Country or Regional FCC AML Office/ AML Investigations by providing additional information when required Responsible for attending and successfully completing the AML and Sanctions related assigned training in the mandated timeframe Understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC; Requesting additional AML training that you deem necessary or appropriate to perform your jobs through your entity manager Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP. Understand the relatively high reputational risk that arises from any perceived weaknesses in controls in respect of substantial cash deposits or withdrawals activity, wire transfer, monetary instruments and pouch and mail To be aware and Identify high risk indicators for various products and Services offered by INM RBWM example Cash, insurance, credit cards products etc Ensure that all records are obtained in respect of INM RBWM customers or New to bank customer for any products and services provided by HSBC are as per the process laid down. Must ensure that the prescribed process is being followed while dealing with non HSBC customers request for monetary instruments and wire transfers Ensure Adherence to the regulatory guidelines and internal AML & Sanction Policy of HSBC, which includes pouch and mail, monetary instruments, cash services and payment transparency Line of Business Procedures To be aware of AML risk posed by pouch and mail, Monetary instruments, cash services and wire transfer services and should undergo the mandatory training for the same Necessary remediation steps needs to be undertaken in case if there is any breach or non-adherence to the policy laid down in the LoBP Must undertake necessary due diligence to ensure that the nature of the transaction is in sync with the customer profile , else raise it to line manager for further clarification The staff must be aware of the scope of services of various products and services that are offered and those which are prohibited because of the guidelines laid down in the line of Business procedures and must ensure the same is communicated to customer in a effective and polite manner Ensure adequate due diligence is undertaken by the Individual/team to ensure that the nature of the various transactions of wire transfer, cash services, monetary instruments are in sync with customer profile Major Challenges The bank seeks to grow its RBWM business through an efficient operation and the pursuit of providing clients with globally consistent experiences, excellent service, cross selling products and services appropriate to client needs in order to enhance that value. In the face of fierce competition in this segment the bank is seeking to grow the significance of this group in their contribution to our business. The Premier segment typically comprises clients with Total Relationship Balances. We should also recognise our responsibility to the community in which we operate and improve the bank’s profile within those communities building economic value for the bank and its shareholders. The range of competitors and products has established an increased financial awareness in clients, creating demand for increased experience and skill at PRM level. A Premier Relationship Manager requires the following key attributes: Excellent sales and people management skills Client driven with a strong focus on quality of service Strong interpersonal communication skills A strong sense of ownership, responsibility and accountability An excellent understanding of financial planning, wealth management and understanding client need The jobholder forms an integral part of the wider HSBC management team. As part of this wider team the jobholder is expected to identify opportunities in their day to day activities that directly or indirectly contribute to the success of colleagues with differing responsibilities, particularly in other areas of HSBC such as Commercial and Private Bank. Role Context The jobholder will own and manage a portfolio of clients with Total Relationship balance. The jobholder has prime responsibility for: Maximising growth in their portfolio and achieving the RBWM plan/metrics Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources. Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the RBWM strategy in their country Job holder will hold Lending Approval authorities appropriate to their role. The job holder operates within the approved operating and strategic plan process to develop the RBWM business. Management of Risk Adheres to processes and controls to identify and mitigate risks and ensures timely escalation of control issues and reputation risks. Observation of Internal Controls Maintains HSBC internal control standards and addresses audit points and/or any issues raised by regulators in a timely manner. Role Dimensions Portfolio Size of Total Relationship Value of customer Portfolio Size of Premier clients or number of relationships as dictated by market requirements Growth in Income, balances, clients volumes, number of clients, etc.. Requirements Bachelor's degree with relevant experience Minimum of 5-8 years of Relationship management work experience with high net worth clients. Evidence of strong sales results in insurance and investment products Relationship management experience with high net worth clients Strong technical skills in wealth management Strong communication, client focus and influencing skills Strong sales orientation, networking and portfolio management skills Sound knowledge of financial services products and services and the client relationship management system Understanding of the business banking client segment and products, and services Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by the country Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment Able to communicate well in English and local languages Accreditations IRDA and AMFI certifications are mandatory Leadership Capabilities Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly Be ambitious about providing the highest standards of delivery to colleagues and clients Show the ability to set stretch goals for oneself and the ability to deliver these with courage and tenacity Be authentic and show the ability to engage with colleagues and clients to deliver at pace Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses Global Wealth Management - Relationship Manager Technical Capabilities Technical Capabilities Client Skills Client focus Sales orientation Portfolio management Communicating & influencing Business Acumen Marketplace knowledge Business understanding Solutions Premier products and services HSBC services and propositions Processes Risk and compliance Business processes Tools and systems Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. The GCB 5 or GCB 6 will be offered depending on the selected candidate's skill and relevant experience

. The ideal candidate will have a strong background in treasury management processes and the ability to optimize them using SAP Treasury modules. Responsibilities: - Lead and participate in SAP Treasury implementation projects, focusing on S4 HANA migration and integration with other SAP modules. - Configure and customize SAP Treasury modules to meet specific business requirements, including cash management, liquidity planning, and risk management. - Collaborate with stakeholders to analyze treasury management needs and translate them into technical solutions within the SAP Treasury framework. - Provide expertise in S4 HANA implementation, ensuring smooth migration and alignment with organizational objectives. - Conduct end-user training sessions and provide ongoing support for SAP Treasury functionalities. - Collaborate with cross-functional teams to ensure seamless integration with other SAP modules such as FI/CO, SD, and MM. - Stay updated with SAP best practices, new features, and industry trends related to treasury management processes. Requirements: - Bachelors degree in Finance, Accounting, Business Administration, or a related field. - 5-7 years of experience working with SAP Treasury modules and S4 HANA implementation. - Strong expertise in configuring and customizing SAP Treasury functionalities, including cash positioning, bank account management, and hedge management. - Excellent understanding of treasury management processes, financial markets, and regulatory requirements. - Should have worked on the below components: - Loans - Equity - Liquidity Management - Cash Management - Trading and Hedging - Portfolio Management - Effective communication and interpersonal skills, with the ability to interact with stakeholders at all levels. - Ability to work independently and collaboratively in a team environment. If you meet the above requirements and are looking for an exciting opportunity to work with cutting-edge SAP technologies in a dynamic environment, please submit your resume to the provided contact email. We look forward to hearing from you.

Roles and Responsibilities Manage a team of customer success professionals to drive revenue growth through cross selling, upselling, and retention strategies. Identify new business opportunities by leveraging existing relationships with key decision-makers at target companies. Collaborate with internal stakeholders to ensure seamless delivery of services across departments such as sales, marketing, and operations. Supporting Actions Opportunity identification cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Cross LOB communication Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Managing lead generation and closure Ensure robust lead generation by networking across CSEs of various units to drive cross sell opportunities Follow up with sales teams for closure of leads generated Query redressal De-bottlenecking any issues, wherever needed Achieving new client acquisition & cross sell targets Ensuring the new client acquisition targets for the branch are achieved Ensuring consistent delivery of cross-sell product/service offerings, driving innovation basis contextual needs of the customer Tracking scale and quality on a day to day basis and identifying opportunities for improvement

Responsibilities: * Manage client portfolios using PMS software * Recommend investments to client for the stocks and securities * Provide financial advice and guidance on buying mutual funds * Monitor market trends and risks Health insurance Annual bonus

Branch Relationship Manager Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 3 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate (10+2+3). DBS India - Culture & Behaviours Drive Performance Through Value Based Propositions Ensure Customer Focus by Delighting Customers & Reduce Complaints Build Pride and Passion to Protect, Maintain and Enhance DBS’ Reputation Enhance Knowledge Base, Build Skill Sets & Develop Competencies Invest in Team Building & Motivation through Ideation & Innovation Execute at Speed While Maintaining Error Free Operations Develop a Passion for Performance to Grow Talent Pool Maintain the Highest Standards of Honesty and Integrity Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We are obsessed about driving meaningful change and are seeking an experienced Black Belt in Enterprise Business Process Improvement to join our Enterprise Excellence team. This role is essential to our Global Business Services (GBS) platform, focusing on end-to-end process transformation across Iron Mountains global operations. This leader will drive initiatives that enhance efficiency, improve customer experience, streamline operations, and deliver measurable results. As a key member of the Enterprise Excellence team, you will lead a portfolio of improvement projects using Lean, Six Sigma, DMAIC, Agile, and structured problem-solving methodologies. Your efforts will optimize critical processes, establish best practices, and leverage automation, aligning with the strategic priorities of Iron Mountain. KEY RESPONSIBILITIES Strategic Process Transformation & Standardization Identify, standardize, and automate high-impact processes across GBS, ensuring alignment with enterprise goals and customer experience standards. Leverage best practices to create a cohesive, unified approach to operational excellence. Portfolio Management & Prioritization Develop a portfolio of improvement projects that drive tangible cost savings, process efficiencies, and customer satisfaction. Establish clear criteria for prioritizing initiatives based on business value, securing stakeholder buy-in for seamless execution. Operational Excellence Using Lean and Six Sigma Black Belt Apply Lean, Six Sigma, Agile, and other methodologies to streamline end-to-end processes. Conduct root cause analysis and deploy process control techniques to improve operational efficiency, quality, and compliance across global teams. Cross-Functional Collaboration & Engagement Collaborate closely with Global Process Owners to drive enhancements across critical GBS functions, aligning process improvements with broader business goals. Facilitate cross-functional workshops to foster collaboration and implement impactful changes. Coaching & Change Management Train and coach teams on continuous improvement principles, embedding a culture of operational excellence. Support change management efforts by establishing a framework for sustainable adoption and scaling best practices across the organization. Performance Tracking & Reporting Establish and monitor key performance indicators (KPIs) for each project to track progress and measure results. Develop visual management tools and dashboards to provide transparent, real-time insights into process health and project impact, ensuring alignment with GBS leadership goals. Functional Knowledge, Skills, and Competencies Understands technology as a process enabler Hands-on, meticulous, and capable of seeing the big picture. Very skilled and able to breakdown problems and sophisticated situations into actions that drive progress. Strong ability to map processes for as is and to be Strong problem-solving and analytical skills; data-driven and Strong business acumen Known for and is an agent for change. Strong communication, training, and facilitation skills. Capable of influencing others. An independent worker, capable of operating in a fast-paced, constantly evolving environment. Shown results with Lean / Kaizen / continuous improvement. Consistent track record of leading multi-functional teams Travel up to 25% primarily domestic Understands agile as a delivery method and ways of working Ability to engage and influence stakeholders at all levels Ability to multi-task in a fast-paced environment, balancing competing priorities yet appropriately assertive in accomplishing the task at hand Possess learning agility - the ability to quickly grasp new concepts and emerging technology, proactively seeks out learning and continuously expands expertise Solid coaching and mentoring competency CANDIDATE EDUCATION REQUIREMENTS 10+ black belt experience including industry six sigma black belt certification from an accredited institution. Bachelors degree required, preferably in Engineering; Six Sigma Black Belt or Master Black Belt certification is required. Advanced degree, such as an MBA, is a plus. Finance/Economics English language proficiency, written, verbal. BACKGROUND/EXPERIENCE 10+ years of experience leading large-scale Six Sigma and Lean initiatives within global, cross-functional environments. Proven success in process mapping, standardization, and performance monitoring, particularly in high-impact business functions. Strong experience in data analytics, KPI benchmarking, and statistical modeling to support fact-based decision-making and insights Core Competencies: Methodologies: Mastery of Lean, Six Sigma, DMAIC, and Agile methodologies; expertise in statistical process control and structured problem-solving. Project Management: Demonstrated capability in managing complex, multi-phase projects across departments, with a track record of measurable outcomes. Analytical Skills: Ability to translate data insights into strategic process improvements; skilled in creating visual management tools to communicate KPIs and process performance. Communication: Excellent verbal and written communication skills, adept at conveying complex information to diverse audiences, including senior leadership. Collaborative Leadership: Strong cross-functional skills, with the ability to drive engagement and align teams around shared goals in an international setting Industry Knowledge: Experience in Finance or IT industries is advantageous, bringing an understanding of specific regulatory, compliance, and operational requirements in these sectors

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

Hiring: Independent Financial Advisor (IFA) Responsibilities: Acquire & onboard IFAs to grow AUM Train & support IFAs on products Complete onboarding & referrals Cross-sell investment & wealth products Build strong franchise relationships Required Candidate profile Mumbai / Pune | 6–11 LPA | Top Private Bank Subsidiary 2–5 yrs in Mutual Funds / PMS / AIF sales B2B sales experience Graduate / PG; NISM 10 preferred call 9022157571 Khyati www.hyfly.in

Role & responsibilities Manage a portfolio of high-net-worth customers. Build and deepen relationships through proactive engagement and financial advisory. Achieve sales and revenue targets for banking and wealth products including CASA, FD, Mutual Funds, Insurance, and Loan products. Conduct regular reviews with clients to ensure their banking needs are being met. Ensure seamless onboarding and servicing of customers, coordinating with internal teams as needed. Monitor and control attrition of the portfolio and ensure customer stickiness. Stay updated on market trends, competitor offerings, and regulatory changes affecting wealth customers.

Role & responsibilities : Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold Client service standards. Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Preferred candidate profile: AMFI / IRDA / FEDAI certified candidates with BCSBI certification would be an added advantage

Qualification: CFP / NISM X-A / X-B / PG Degree in Finance Salary Expectation: In line with industry (depends on experience and role-fit; no upper limit for the right candidate) Job Description Preparation and review of customized financial plans, ensuring precision and product understanding. Monitor and update financial plans regularly with attention to detail. Coordinate with junior planners on scenario analysis and case studies tailored to clients. Engage with service providers for availability, comparison, analysis, and finalization of financial products. Set up client meetings and accompany advisory team for plan presentations and reviews. Conduct client risk profiling and understand individual requirements. Provide portfolio reviews and tailored investment recommendations. Maintain accurate records of clients and their financial plans. Stay updated on market trends, economic developments, and industry news. Work with investment advisors and client service teams to implement plans and assist clients through the process. Research financial planning trends and present findings in article format for web publication. Possess deep understanding of investment products across asset classes. Strong grasp of wealth management and asset allocation principles. Assist with financial plan queries and investment recommendations. Maintain planning and review calendars for clients. Ensure client compliance and documentation integrity. Conduct detailed research on financial products. Attend regular meetings with asset managers, fund managers, and relationship managers. Analyze and communicate macroeconomic views and market updates to the team. Share ongoing investment-related research, blogs, and updates with internal stakeholders. Must Have Excellent written and spoken English skills. Advanced proficiency in Excel and PowerPoint. Strong professional track record, ideally with reputed firms. Two references from previous employers. 35 years of relevant industry experience

Roles and Responsibilities To be responsible for managing Key Clients NR and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which required to gain business wallet share from NR clients. Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level. Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products. Contributing to the development of new products and services, by channelising self and customer feedback to the respective Program Teams. Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution. Desired Candidate Profile 8-10 years of experience in NR Client Handling or similar roles in Private Banking/ Wealth Management/ Portfolio Management Banking Industry. Strong understanding of NRI Services, Personal Banking, Relationship Management, and Wealth Management principles. Excellent communication skills for effective relationship-building with high-net-worth individuals (HNIs) and non-resident Indians (NRIs).

Role & responsibilities : Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold Client service standards. Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Preferred candidate profile: AMFI / IRDA / FEDAI certified candidates with BCSBI certification would be an added advantage

Role & responsibilities Acquire and manage HNI clients. Provide personalised banking solutions across assets, liabilities, and wealth products Cross-sell investment, insurance, and loan products. Ensure high levels of customer service and relationship retention Conduct regular portfolio reviews and financial planning discussions Coordinate with product and operations teams to ensure smooth customer on boarding and transaction execution Maintain compliance with regulatory and internal audit standards Meet monthly and quarterly sales and service targets

This position requires creativity & a zeal for conceptualizing. Organizational skills and a penchant for time management being an advantage, we are looking for a committed you, who is able to translate your ideas into what the space demands. Your portfolio will reflect your distinct design language and your broad range of experience in Interior designing. It will be full of inspiring examples of your work for various spaces - commercial, residential or both. You will have a natural and keen eye for details with equally good conceptualizing skills. But that extra edge will be your strategic thinking and ability to see the bigger picture.

The Investment Analyst role will entail working closely with the investment research team. Candidates are encouraged to pursue higher studies post the completion of the 2-year program. Exceptional performers in the program may be considered for a full-time role after the completion of higher studies. Key Responsibilities: Evaluating listed companies for potential investment opportunities Analysing and evaluating business models, preparing financial models, conducting due diligence Monitoring existing investments Qualification & Skills: Chartered Accountant (Rank holders and/or CFA Level 2 cleared candidates preferred) Strong analytical and spreadsheet modelling skills Excellent written and verbal communication Passion for investing

Location: Bangalore Position: Wealth Advisor Broader Role / Responsibilities: Acquisition of Wealth Clients : 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients. Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in PMS Sales and meeting clints F2F on ground. 11. Impeccable sales skills to handle HNI clients and PMS. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets.

1. Understanding customer requirements: like his risk profile, financial goals, and asset allocation and preparing financial plans 2.write articles, support on product research and create reports for customers. Work from home Flexi working

Handles all aspects of client interaction, including directing and coordinating execution of securitisation transactions Supports the credit rating process for structured finance transactions of moderate to high complexity Supports team for a complex entity or complicated transactions and prepare material for ratings publication Guides team in assigned credits within a portfolio of assigned transactions, data, and information, assesses quarterly financial projections and supports difficult analytical situations Actively participates in preparation of rating committee notes and presenting in committees for new issuance and an allocated portfolio of structured finance transactions, such as Asset Backed Securities (ABS), Residential Mortgage Backed Securities (RMBS), Commercial Mortgage Backed Securities (CMBS), Collateralized Debt Obligation (CDO), Collateralized Loan Obligations (CLO) and Covered Bonds Contributes to business activity including developing capabilities of their team members and identifying opportunities for their skillset improvement through trainings Maintains the integrity of internal systems that support the rating process and champions continuous improvement efforts including application of new tool introductions, models, and processes for better quality outcomes Ensures that analytical guidelines, quality standards, procedures and policies established are adhered to within the team Supports in implementing department strategy and priorities, champions and supports organization decisions and business strategies in a credible way

7+ years of experience in credit risk assessment/loan review of commercial credit with good understanding of risk policies and framework, credit lines, and counterparty credit risk Job duties Conduct independent, high quality, comprehensive reviews of borrowers across a diverse range of loan portfolios to assess adequacy of credit quality, loan documentation, credit administration, collateral valuations, risk rating accuracy, and compliance with established policies Analyse and interpret borrower specific information, including an independent assessment of repayment capacity, covenant adherence, legal documentation, and industry risk Interpreting and applying regulatory feedback and requirements as well as bank policies and credit standards and evaluate adherence of reviewed credits to these policies, credit standards, risk limits, and regulatory guidance Produce workpapers documenting review findings for internal presentation to bank management and external presentation to Line of Business partners and Regulatory review Qualification CA/MBA Finance/Graduate in Finance (Accounting) Skills required Strong knowledge of Indian banking laws and regulations, specifically those which pertain to commercial credit, underwriting, and credit department management Understanding of credit processes, such as loan origination and underwriting; credit policies; portfolio management; allowance for loan and lease losses; loan review and remediation Prior experience with risk ratings, risk rating methodology, and allowance methodology would be a plus Demonstrated experience overseeing and performing loan reviews is preferrable Effective communication skills and the ability to interact with all levels of management with limited supervision Working knowledge of project planning and project management methods and tools

Position Purpose The purpose of the role is to perform daily BAU activities for the Client implementation operational team in the space of various transition events such as Portfolio setup, Portfolio closure, Portfolio restructure, onboarding, off boarding of clients etc within Middle office. The role would suit someone with overall understanding of Capital markets and related hands on experience in Middle office / Custody operations with a understanding of third-party investment manager, client and custodian requirements. Fund accounting experience would also be highly beneficial. Commitment, engagement and collaboration with a good understanding of project management principles are required to deliver a professional service, in a quality manner by building and maintaining a continuous service program that supports the business and enhances its responsiveness whilst protecting our existing business requirements through effective scope management. Responsibilities Direct Responsibilities ؠEnsure to support the team as an Analyst in performing various client implementation activities such as Portfolio setup, Portfolio closure, Portfolio restructure, onboarding, off boarding to the underlying Asset Manager clients. ؠEnsure preliminary analysis is performed for the transition / project activities and to highlight any issues to controller. ؠEnsure all stock / cash movements are completed as per the agreed transition timelines. ؠEnsure KPIs and KRIs of the team are met and in line to SLA standards. ؠEnsure to support the team as an Analyst and back of controller as required in BAU. ؠEnsure eye to detail in managing various activities within the process. ؠAct as a Key participant for audit and other assignments for the team. ؠContribute towards process enhancements to bring in operational efficiencies. ؠDevelop a strong understanding of all upstream and downstream processes, systems and stakeholders involved. ؠEnsure effective communication to all the parties involved. ؠTo follow escalation protocols to managers, senior stakeholders on all critical topics within the process. Contributing Responsibilities ؠOverall understanding of Capital markets operations with familiarity towards Middle office trade processing, fund accounting, custody business etc. ؠHands on experience in new fund setups, fund closure, transition activities etc within similar domain. ؠIn depth knowledge on transition related activities linked to Asset manager clients. ؠFair understanding of various investment products such as Equities, Fixed income, MM, FX, etc ؠMust be prepared to work in flexible timings. ؠGood communication skills. ؠWillingness to act as subject matter expert on behalf of the business when needed. ؠProblem solving and problem resolution skills at a functional level. ؠCommunicates effectively with diverse groups and individuals across different locations including within the team, onshore partners, project team, managers etc. Technical & Behavioral Competencies ؠDemonstrated knowledge on Capital markets and trade life cycle. ؠHands on experience in new fund setups, fund closure, transition activities etc within similar domain. Fund accounting (and preferably Hi-Port) experience would also be highly beneficial. ؠAbility to work as part of a team of problem solvers, helping to solve complex transitions from strategy to execution in performing various client implementation activities. ؠAbility to identify and make proactive suggestions for improvements before problems and/or opportunities arise. ؠGood knowledge on KPIs/KRIs and ensure KPIs/KRIs of the team are met and in line to SLA standards. ؠAbility to conduct risk awareness session with team periodically as team should be made aware of past incidents, internal errors etc to ensure to avoid repetitive errors. ؠCollaborative mindset and an excellent team player with a zeal to learn new things. ؠAbility to understand, explain and support change. Specific Qualifications (if required) ؠAccounting/Finance/Economics or Financial Services Related Degree Skills Referential BehaviouralSkills : (Please select up to 4 skills) Ability to collaborate / Teamwork Ability to deliver / Results driven Client focused Communication skills - oral & written Transversal Skills: (Please select up to 5 skills) Ability to understand, explain and support change Ability to anticipate business / strategic evolution Analytical Ability Education Level: Bachelor Degree or equivalent Experience Level At least 2 years Other/Specific Qualifications(if required)