3862 Portfolio Management Jobs - Page 7

A leading private bank is hiring NRI Relationship Managers at the Kolkata and Jamshedpur locations Required Candidate profile Current NRI RMs have super excellent english communication skills with a minimum 2 years of relevant experience and are most welcome

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process. Interested candidate can share the Cv on below mention details

Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA. Age Limit: Applicants should be 35 years or less. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals. Acquisition Managers/ Premier Acquisition Manager- Business Banking Source customers for Current and Savings Accounts (CASA) products. Generate leads form open market. Achieve sales targets for CASA and cross-sell financial products. Minimum 1-5 Years of CASA Field Sales experience or BFSI Sales experience and currently employed.

Urgent Hiring for !!! PCG Relationship Manager!!! for one of the leading broking firm. Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM) Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Role Summary:- The Portfolio-cum-Treasury Manager will be responsible for managing and optimizing the investments and treasury operations of the Promoter Family Office. This includes overseeing a diversified portfolio of direct equities, mutual funds, PMSs, AIFs, real estate, and structured products, along with treasury functions such as foreign exchange management, derivatives, and liquidity planning. The role demands strong investment acumen, risk management capability, and hands-on experience with market analysis, portfolio performance tracking, and technology-driven financial managementincluding the use of AI-enabled tools for research, automation, and reporting. Key Responsibilities 1. Investment Strategy & Portfolio Management Formulate and execute investment strategies across asset classes including equity, debt, mutual funds, PMSs, AIFs, structured products, and real estate. Monitor market trends, economic developments, and geopolitical shifts to identify new investment opportunities and risks. Continuously evaluate portfolio performance, rebalance allocations, and provide strategic reallocation advice. Analyze underperforming assets and recommend divestment or repositioning strategies. Oversee overseas investments including ODIs, ensuring compliance and reporting standards are met. 2. Market Research, Analysis & AI Integration Conduct fundamental and technical analysis across global markets, sectors, and instruments. Use AI-based tools (e.g., ChatGPT, CoPilot, Power BI, Trend forecasting platforms) for market research, sentiment analysis, and predictive modeling. Automate regular investment research, risk monitoring, and reporting using intelligent dashboards and platforms. 3. Stakeholder & Advisor Engagement Interact with wealth advisors, fund managers, and AMCs; review and incorporate investment recommendations. Participate in and document monthly performance reviews; prepare actionable follow-ups and insights. Develop and manage strong relationships with bankers for working capital, term loans, foreign currency loans, and derivative limits. 4. Real Estate Investment Oversight Source, evaluate, and manage real estate investments. Conduct due diligence, oversee contracts and negotiations, and monitor asset performance. Collaborate with legal, finance, and operations teams to ensure effective property lifecycle management. 5. Treasury & Currency Risk Management Manage liquidity and cash flow positions to meet short-term and strategic funding needs. Review and advise on currency hedging strategies, including options and futures, in response to market volatility. Monitor mark-to-market (MTM) movements and ensure proactive risk mitigation. 6. Financial Operations & Reporting Maintain detailed transaction records, dividend and interest income, capital gains, and loss carry forwards. Utilize platforms such as MoneyControl, MProfit, ValueResearch , and advanced Excel for portfolio and MIS tracking. Generate daily, fortnightly, and monthly MIS reports on ROI, asset allocation, capital gains, etc., with relevant commentary and strategic recommendations. Prepare cash flow statements and assist in budgeting and financial planning for the Family Office. 7. Risk, Audit & Compliance Implement risk management strategies including diversification and hedging. Ensure compliance with SEBI, RBI, and other regulatory bodies across asset classes and geographies. Perform periodic asset audits to verify asset accuracy, compliance, and portfolio integrity. Collaborate with legal, compliance, and finance departments to ensure adherence to internal controls and external regulations. Candidate Profile:- 5+ years of experience in investment management, family office operations, or portfolio advisory roles. Hands-on experience in managing multi-asset class portfolios and treasury functions. Strong financial modeling, portfolio analysis, and forecasting capabilities. Proficiency in investment platforms such as MProfit, Moneycontrol, ValueResearch , and advanced Excel. Exposure to AI-powered financial tools for research automation, dashboarding (e.g., Power BI, Tableau), and productivity enhancement. Familiarity with forex hedging, derivative products (F&O), and global investment instruments. High level of integrity, ownership, and discretion in handling confidential investment data. Excellent analytical, problem-solving, and communication skills. Ability to work independently with minimal supervision while collaborating cross-functionally. Attention to detail with a strategic mindset and goal-oriented approach. Why Join SandMartins Family Office? This is a high-impact role offering direct exposure to strategic decision-making at the promoter level. You will manage diversified assets, gain international investment exposure, and be part of a progressive environment that values technology, innovation, and performance .

Responsibilities: Rent Negotiation and Portfolio Management Liaisoning and maintaining cordial relationship with developer, landlords & Mall Decision makers Coordinating with various department internally for the end closure of legal/financial requirement. Responsible for monitoring and tracking daily metrics related to New Store opening. Cross functional coordination among various departments. Stakeholder management for resolving all operational challenges. Identifying bottlenecks and proactively resolving issues related to assigned KPI in new store opening. Hands on experience in CRM and excel. Problem solver with analytical skill set. Desired Skills and Experience An ideal candidate should have excellent interpersonal skills required for Negotiations & Coordination with internal and external stakeholders Excel Skills: Advance level preferred . Primary-level decision making Travel mandatory Team management experience

Job description Join us as a Senior in Credit Analysis at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. The Credit Risk department works with the business to independently quantify the appropriate level of risk for the client, for the firm and for our shareholders.We apply appropriate governance and control to ensure the right decisions are made using accurate calculation, assessment and recording of exposure and risk.We aim to have the best-in-class processes, models, systems, and data integrity, thus attracting the best people and aim to be the employer of choice for Risk professionals. Credit Risk is part of the wider Risk Function, which also encompasses Market Risk, Operational Risk, Risk Control and Risk Infrastructure. To be successful as a Senior in Credit Analysis, you should have experience with ( Basic/ Essential Qualifications): Having experience in corporate credit risk / relationship management within Indian banks / Foreign Banks or NBFCs / Rating Agencies. Chartered Accountant. MBA. Qualification from other professional bodies (FRM / CFA/ CAIIB etc.) Desirable skillsets/ good to have: Good understanding of Corporate Banking products. Stakeholder management. Good communication skills.

Job description Person Specification Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking. They all have a breadth of experience in their area of geographical expertise. All of our client-facing professionals are mapped to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients needs including local market, tax, estate planning and liquidity. Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families Experience of building a client base using internal and external networks Effective in gaining an in-depth understanding of client s needs and advising on a diverse range of wealth management solutions Satisfies the criteria for an approved person both initially and ongoing - this will involve obtaining the relevant qualifications if not already qualified. Significant experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the client s requirements. Detailed regulatory knowledge, in particular of Indian regulatory requirements, and an overall understanding of the business impact of the regulatory environment. Excellent market exposure and multi-disciplined private banking expertise Essential Skills/Basic Qualifications: Educated to Degree level Appropriate regulatory qualifications Fluent in English and Hindi Fluency in other Indian languages added advantage (regionally-specific) Desirable skills/Preferred Qualifications: Excellent interpersonal and communication skills Entrepreneurial spirit but also with a collegiate approach Embraces challenge and an evolving/changing environment Rapidly assimilates new information and applies this knowledge as appropriate

Job description As a Barclays Personal Banker you may be assessed on provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently. key critical skills relevant for success in role, such as change and transformation, business acumen, strategic thinking , as well as job-specific technical skills and Mandate skill: Excellent Customer service Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements Build relationships with stakeholders/ customers to identify and address their needs Make judgements based on practice and previous experience Purpose of the role To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels Accountabilities Collaboration across multiple digital channels to personalise each interaction with a customer Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time Support teams within the business operations function as needed, including risk management, compliance and collections Comply with all regulatory requirements and internal policies related to customer care To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels Analyst Expectations Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams Check work of colleagues within team to meet internal and stakeholder requirements Provide specialist advice and support pertaining to own work area Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise Make judgements based on practise and previous experience Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements Build relationships with stakeholders/ customers to identify and address their needs All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship our moral compass, helping us do what we believe is right They will also be expected to demonstrate the Barclays Mindset to Empower, Challenge and Drive the operating manual for how we behave.

Job description About Barclays Private Bank & Wealth Management As Private Bank we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world.The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists. With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore and Dubai, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal services and creative client solutions with access to the Corporate and Investment Bank. About Private Clients India Barclays launched its onshore Private Banking business across India in 2008 and is a leading global player in the India onshore market. The business offers bespoke investment, credit, wealth structuring and banking solutions to family offices and ultrahigh net worth individuals across India through teams in key locations (Mumbai, Delhi, Bangalore, Kolkata, Chennai). The model will consist of experienced Private Bankers in each region supported centrally by a world-class Product Office with access to global expertise. Key Accountabilities Running the business with a focus on Consistently Excellent returns. Ability to grow the business in line with the firm s growth aspirations. Ability to retain, inculcate and grow Controls in line with the firm s policies. Ability to mentor and grow talent. Ability to actively collaborate and take all stakeholders in the region and globally along on the path forward. Stakeholder Management and Leadership Head of Investments, India & Global Indians Head of Investments Distribution, Private Clients India Head of Distribution, Private Clients India Global Head of Investments Global Head of Investment Services, Platform & Product Management Private Bankers / Client Relationship Managers Control functions including but not restricted to Risk, Compliance, Legal and Audit Stakeholders across the ecosystem such as PB COO functions, Operations and IT Decision-making and Problem Solving Investments Research, Investment Advisory, Portfolio Management Services and Execution businesses within Private Clients India are complex, well-regulated, and demanding businesses centred around decision making and problem-solving. A senior Investment Specialist requires proficiency in analytical and problem-solving skills in order for the business to be run in a consistently excellent way. Risk and Control Objective Take ownership for managing risk and strengthening controls in relation to the work you do. Person Specification The role requires extensive knowledge across asset classes and investment products, across both public and private markets, domestic Indian and global, as well as extensive experience in multi-asset client portfolio advisory, investment management and execution only services across market cycles in India. Essential Skills/Basic Qualifications: Long investment counselling, investment advisory and/or investment management experience centred in India. Thorough knowledge of Indian and global markets and investment products and services. Thorough Knowledge of Private Banking & Wealth Management regulatory and industry landscape in India. Thorough Knowledge of business opportunities in the region in Investments. All necessary regulatory certifications, such as NISM X-A, XXI-A, V-A would be required. Desirable skills/Preferred Qualifications: Senior role in strong PB&WM and/or Asset Management franchises in India. Demonstrated ability to build and grow investments business, especially assets under advice/management in PB&WM industry in India. Great collaboration skills. Key Clients relationship management qualities. Platform building and change management skills. Purpose and Values We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term. Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship. Overall purpose of role Investment Specialist at Private Clients India is a senior client-facing role in the business within Investments team. This role entails covering current and prospective investments-led clients, delivering them consistently excellent outcomes on their agreed mandates bringing together the strengths of the Barclays franchise. The role s accountability extends to all aspects of doing investments business across these services in Private Clients India. Accountabilities Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance. Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings. Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage. . Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption. Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations. Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders. Participation in events, conferences, and other networking opportunities to showcase the product and generate interest. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures. . If managing a team, they define jobs and responsibilities, planning for the department s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements. . If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. . OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions. . Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

We are seeking a highly creative and skilled Sr. Visualizer / Jr. Art Director to join our Mainline Advertising team. This role is perfect for a visually driven individual with a strong portfolio showcasing work across diverse media. You will be instrumental in developing compelling visual concepts and executing them to perfection, while also contributing to team leadership. Key Responsibilities: Visual Concept Development: Develop strong, innovative visual concepts and ideas for various advertising campaigns, aligning with strategic objectives and client briefs. Multi-Platform Execution: Create and execute high-quality visual designs across a wide range of advertising mediums, including Print, Web, and Out-Of-Home (OOH) . This involves designing layouts, developing artwork, and ensuring visual consistency. Team Collaboration & Guidance: Work collaboratively within the creative team, providing visual expertise and, for a Senior role, potentially guiding junior team members to ensure seamless project execution and creative excellence. Client Visual Engagement: Ensure that all marketing materials are visually engaging, captivating, and effectively communicate the client's message. Artwork Finalization: Responsible for the completion and execution of final artwork, ensuring readiness for production across all specified media. Required Skills: Portfolio: A strong and compelling portfolio showcasing a diverse range of visual work across various advertising campaigns is mandatory. Communication Skills: Excellent communication skills, both verbal and written, for effective collaboration and concept presentation. Multi-Media Expertise: Solid work experience in creating visual content for Print, Web, and Out-Of-Home (OOH) advertising. Team Handling: Demonstrated ability in team handling or leadership, capable of guiding and collaborating with other creative professionals

The Data Management Specialist is responsible for ensuring the accuracy, integrity, and accessibility of data used across the firm s investment and financial operations. This role will work closely with the investment, risk, and compliance teams to facilitate efficient data handling and governance. The role involves managing data sources, implementing best practices for data quality, and supporting analytics for investment decisions and client reporting. The candidate should also be open to generate new ideas to improve the process increase the efficiency of the process. Corporate Actions team background and responsibilities: The Data Management team at NAM UK is responsiblefocuses on managing and overseeing the collection, organization, and maintenance of critical financial and investment data. Data Management analyst would assist with the day-to-day function of the NAM UK Data Management team which will include: Data Integration Management: Manage and oversee data integration from various sources, including market data providers, portfolio management systems, and custodians. Work with technology and operations teams to streamline data flow across systems and platforms, ensuring seamless access and usability. Handling new security setup request from Portfolio Managers and monitoring trade exceptions failing to feed into the accounting system. Responsible for maintaining SSI into Charles River and Alert to make sure that all SSI s are correctly updated. Ensure that all securities are priced with correct prices and investigate if any security is priced with stale price. 2. Reporting Analytics Support: Work with analysts and portfolio managers to ensure the availability of accurate and up-to-date data for investment decision-making. Maintain system data to support preparation of reports on portfolio performance, risk, compliance metrics and the availability of accurate and up-to-date information for investment decision-making. 3. Process Improvement: Continuously evaluate and improve data management processes and workflows for efficiency and accuracy level. Automate repetitive data management tasks to improve productivity and reduce manual intervention. 4. Stakeholder Collaboration: Communicate effectively with internal teams and external vendors to resolve data issues and optimize data flow. Key Skills: 1-3 years of experience in data management, investment operations, or a related field, ideally within asset management or financial services. Good knowledge of equities, fixed income and Derivatives products High level of accuracy and attention to detail Must be able to communicate clearly, both written and orally, with internal counterparties (e.g. portfolio managers, other Portfolio administration teams, Nomura offices), as well as external bodies. Ability to plan and prioritise workload and work to deadlines. This is essential when communicating with Nomura offices in different time zones. Experience with financial data systems (e.g., Bloomberg, FactSet, MSCI) and portfolio management tools. Well versed with MS Office and hands on Excel VBA macro would be preferable.

KeyResponsibilities ??????? Strategy Work with respective Product Heads, Sales Heads and in-country Heads of Financial Markets to help grow the structured credit business as well as macro derivative business in Indiain line with SCB's overall strategy Provide inputs for the Regional Credit Structuring teamand Regional Macro structuring team to drive service excellence via robust product support, bespoke solutions and strategic cross-asset guidance Ensure that the Financial Markets structured credit and structured macro product suite is delivered regionally with demonstrable Client focus in support of our objective to become core bank to our clients Business Help build Product and Client Structuring business regionally and ensure the continuing growth and stability of the business Work with respective FM Product teams and relevant Regional/Country Heads, identify the initiatives needed to grow the Structuring business on a short, medium and long-term basis Help to build good working partnerships between CIB teams, Product teams and FM sales teams in the region in order to provide a seamless and coordinated interface to our Clients in delivering our structured products and services Work in partnership with stakeholders to deliver new product capabilities to enhance efficiency and expansion of the business Processes Manage business and risk process issues by interacting (where required) with representatives on various risk, governance and control committees Actively support deal originationin India working in conjunction with salesandcoverage teams to generate ideas and pitch to clients Build effective working relationships with key internal stakeholders in CIB. People & Talent Lead through example and build the appropriate culture and values.Set appropriate tone and expectations from their team and work in collaboration with risk and control partners. Risk Management / Risk Governance Enforce a culture of risk management and ensure that the teams comply with the risk management processes in place Provide impartial guidance of matters of product / client appropriateness and suitability. Discourage transactions with unmanageable market risk profiles. Ensure that adequate and appropriate systems and controls are in place to comply with Group and Business policies, procedures, standards and codes, including those governing all Risk types, Compliance, Technology and Operations, Finance and Reputation Escalate any risk issues and concentrations. Where appropriate, carry out remedial action and/or ensure adequate reporting. Protect the stability, long-term sustainability and reputation of the Bank 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 including but not limited to Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance etc Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Key stakeholders Sales, Trading, Coverage and Control functions Other Responsibilities Embed Here for good and Group's brand and values globally across the team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Skills and Experience Financial Risk Management Quantitative Techniques Securities Laws and Regulations (SLR) Compliance Portfolio Management Market Risk Qualifications Undergraduate Degree + Post graduate qualification such as MBA or CA. Experience:Atleast7years of structuring / trading / sales.

Are you ready to step into the world of global finance and be the voice that supports international clients Infosys BPM is looking for individuals to join their team in Bangalore for the position of Customer Support in the International Voice Process. This is an opportunity to work in a professional and elite customer support environment that focuses on Investment Management & Banking. As a Customer Support representative in the International Voice Process, you will be responsible for handling inbound calls and addressing queries from international customers. You will support global clients in areas such as Investment Banking, Portfolio & Wealth Management, assisting with account inquiries, transaction issues, and product support. Additionally, you will escalate complex cases through CRM/ticketing tools and collaborate with cross-functional global teams in a 24x7 setup to ensure exceptional service quality. The ideal candidate for this role should have strong English communication skills with a neutral accent, experience in voice-based customer service, and be confident, solution-oriented, and adaptable to night shifts. Full-time graduates with at least 1-4 years of experience in voice support are preferred for this position. Immediate joiners are highly preferred, and candidates should be willing to work from the office in a high-performance environment. Joining Infosys BPM offers you the opportunity to work with global financial leaders in a Fortune 500 environment. You will receive a competitive salary with shift allowances and incentives, fast-track onboarding, continuous learning, and career growth opportunities. The workplace is described as vibrant, inclusive, and performance-driven. If you are interested in launching your career in global finance, attend the Walk-In Drive at Infosys BPM Hiring Center on 22nd July 2025, from 10:00 AM to 1:00 PM. Bring your updated resume and walk in with confidence to be a part of a team that is redefining customer experience for the world's top financial institutions. Warm Regards, Talent Acquisition Team Infosys BPM Ltd. www.infosysbpm.com Transforming Talent | Empowering Careers,

As a Relationship Manager-First Wealth at IDFC FIRST Bank in Delhi, you will play a crucial role in managing and expanding the First Wealth portfolio. Your primary responsibilities will include developing and nurturing relationships with both existing and potential First Wealth clients, understanding their financial needs and goals, and offering them appropriate investment solutions. Your success will be measured by achieving sales targets, contributing to the growth of the First Wealth portfolio, conducting regular portfolio reviews, and keeping clients informed about their investments. Collaboration with other teams within the bank to cross-sell products and services, staying updated on market trends to provide timely investment advice, and ensuring compliance with all regulatory and internal policies and procedures are also key aspects of this role. To qualify for this position, you should hold a Bachelor's degree in Finance, Business Administration, or a related field, and have a minimum of 2 years of experience in retail banking, wealth management, or sales. A strong understanding of investment products and financial markets, excellent communication and interpersonal skills, a proven track record of meeting sales targets, the ability to work both independently and as part of a team, and knowledge of the local market and customer preferences in Delhi are preferred. IDFC FIRST Bank offers a competitive salary and benefits package, along with opportunities for career growth and development within the organization. If you are a self-motivated individual with a passion for sales and wealth management, we invite you to apply for this exciting opportunity and be a part of our team at IDFC FIRST Bank.,

The position in Corporate and Investment Banking involves providing corporate customers with a comprehensive range of commercial banking products and services, such as cash management, trade finance, and foreign exchange. Your role will focus on supporting the emerging market opportunity related to Ecosystem/B2S Lending by managing product policies and processes. You will be responsible for overseeing the product management and credit policies of Alternate Lending programs, including Ecosystem led partnerships and Big-to-small programs. This includes designing and managing SOPs for lending journeys with risk controls, portfolio management, and ensuring program compliance with digital lending guidelines. Your duties will involve devising new credit programs, creating SOPs for various lending programs, collaborating with stakeholders to launch lending programs, managing portfolio triggers and caps, and setting up risk controls for lending policies. Additionally, you will work on building digital journeys for credit programs, commercializing partnerships, and providing training programs for effective sales and marketing. The ideal candidate should have a minimum of 6-8 years of relevant experience, with expertise in Product Management, lending, trade finance, and digital. A preferred qualification would be an MBA in Finance/Marketing or CA/CFA from a Tier-1 institute. Key competencies required for this role include job knowledge, organizing skills, proactive attitude, effective communication, and strong interpersonal skills. Proficiency in MS-Word, PowerPoint, and Excel is essential for this role. You will collaborate with internal stakeholders such as IBG 4 Head, Product Head, RMG, GTS, and external Ecosystem partners. Demonstrating PRIDE values such as Purposeful, Innovative, and Decisive aligns with the culture and behaviors expected at DBS India.,

As a Mortgage Underwriter at our organization, your primary role will be to underwrite mortgage business and effectively manage the portfolio within the assigned branch or location. You will be responsible for reviewing and assessing a variety of complex loan applications, making decisions within defined guidelines, and recommending approvals to higher authorities when necessary. Your attention to detail and adherence to policies and procedures will ensure that agreed Service Level Agreements (SLAs) are met and that city/area business volumes are effectively managed. Personal discussions with customers are a key aspect of this role, as you will need to establish creditworthiness, ensure the completion of credit/KYC documents, and conduct verification through telephonic, field, and collateral visits. Your ability to assess income to obligation ratios, loan to value ratios, and understand the rationale behind these calculations will be crucial for evaluating loan performance over extended periods. Maintaining Portfolio MIS, Delinquency MIS, and other operational MIS reports for the cluster will be part of your regular responsibilities. Additionally, building and leveraging effective relationships with third parties to achieve the best outcomes for clients, resolving client queries, and striving for continuous process improvement are essential aspects of this role. You will be expected to critically review credit proposals, identify risks, ensure appropriate risk mitigation measures, and facilitate quick turnaround times for credit lending proposals related to mortgage business, including loans against property and home loans. Ongoing review of credit exposures, documentation of proposals, monitoring client and collateral creditworthiness, and managing the credit underwriting function of the branch will also be within your scope of responsibilities. A successful candidate for this position should hold a graduate or post-graduate degree, with certifications such as CA or MBA being preferable. Additionally, efficient follow-up and recovery of quick mortality cases within specified timelines will be part of your responsibilities in this role.,

The Portfolio Management department at Piramal Critical Care in Kurla, Mumbai is seeking a dynamic individual to join our team. As part of this role, you will be responsible for identifying, developing, and exploring new market opportunities aligned with critical care products for US hospital markets. Your main focus will be on developing a pipeline for US hospital markets and managing a portfolio of critical care products. Reporting to the Sr. VP and Global Head of Business Development and Strategic Alliances, you should have a minimum of 8 years of experience working in a pharmaceutical company, preferably in portfolio management, marketing, business development, licensing, or strategic analysis related to injectable, critical care, or other hospital drug products. Your primary responsibilities will include identifying and evaluating new product opportunities in the US hospital pharmaceutical market, developing forecasts, marketing strategies, and launch plans. You will also be tasked with monitoring the progress of potential new critical care products in Phase II and Phase III clinical trials for addition to PCC's pipeline. Additionally, you will contribute to strategic initiatives, develop business plans, and financial justifications for new product development, acquisitions, and licensing opportunities. Key competencies for this role include a deep understanding of the US generic market for hospital drug products, excellent communication and presentation skills, superior analytical skills, and a firm strategic understanding of the pharmaceutical industry. You should be a team player comfortable working autonomously in a global organization and have the ability to travel approximately one to two weeks per month. Piramal Critical Care (PCC) is a subsidiary of Piramal Pharma Limited (PPL) and is committed to delivering critical care solutions for patients and healthcare providers globally. PCC operates with a vision of sustainable and profitable growth, maintaining a wide presence across the USA, Europe, and more than 100 countries worldwide. With a rich product portfolio and state-of-the-art manufacturing facilities, PCC is focused on expanding its global footprint in the critical care space. At PCC, we value inclusivity and equal employment opportunities. Our decisions are based on merit, ensuring that all applicants and employees receive fair treatment in recruitment, selection, training, promotion, compensation, and other personnel matters. We are dedicated to providing equal opportunities for individuals with disabilities and those with religious observances or practices. Join us at Piramal Critical Care and be a part of our mission to provide quality critical care solutions while upholding ethical and values-driven practices.,

You are looking for a detail-oriented and analytical Research Associate to join our finance team in Kolkata, West Bengal. With 13 years of experience in Financial Services, Investment Advisory, Wealth Management, or Mutual fund industry, you will be responsible for conducting investment research, financial analysis, and market intelligence. Your primary responsibilities will include performing fundamental and technical research on various financial products, analyzing macroeconomic trends, sectoral developments, and company financials to provide insights, preparing research reports, investment notes, presentations, and market updates, tracking financial news, regulatory changes, and market movements, and supporting portfolio managers and analysts with research inputs. To excel in this role, you should hold a Bachelors or Masters degree in Finance, Economics, Commerce, or related discipline (CFA/MBA preferred), possess strong analytical and quantitative skills, be proficient in MS Excel, PowerPoint, and have knowledge of financial tools like Bloomberg, Refinitiv, or similar platforms. Additionally, you must have excellent written and verbal communication skills, attention to detail, the ability to work independently or in a team, and a keen interest in financial markets, investments, and wealth management. Knowledge of Equity, Mutual Funds, and Discounted Cash Flow (DCF) is required. Preferred qualifications include internship or work experience in investment research, equity analysis, or wealth advisory, along with certifications such as NISM, CFA Level 1, or equivalent. Remuneration for this full-time position will be competitive and based on your experience and qualifications. The work schedule is during the day shift, and the work location is in person.,

As a Zonal Manager at our organization, you will play a crucial role in overseeing the supply of independent hotels located throughout India. With more than 70000+ hotels contracted on our platforms, you will be responsible for enhancing the productivity of the portfolio, meeting or exceeding supply targets, and identifying market opportunities. You will guide the team to attain their Key Result Areas (KRAs) and develop strategic insights to improve business profitability. Your primary responsibilities will include leading meetings with C-level executives in independent hotels to foster engagement, collaborating with portfolio partners to provide expertise and recommendations based on industry best practices, and traveling across various cities to meet relevant decision-makers to expand the portfolio. You will review monthly production reports, conduct market visits, and create review reports to share market insights with hotels for driving unit growth. Furthermore, as a Zonal Manager, you will lead and inspire team members to achieve monthly KRAs and growth targets, assist in welcoming new hotel partners, and collaborate with the team to drive initiatives such as promotions and optimal pricing. Your role will also involve providing constructive feedback to the team, engaging in discussions regarding career growth, and guiding their professional development. To qualify for this role, you should hold an MBA from a reputed institute with 6 to 9 years of experience in sales, Travel Trade, Key Account Management, Contracting, or B2B Sales. Key success factors for this role include having a mindset focused on Return on Investment, strong communication and influencing skills, great interpersonal and stakeholder management skills, high energy levels, being a team player, and possessing a positive attitude. Proficiency in MS Excel and MS PowerPoint is essential for success in this role.,

The role requires you to take charge of generating and steering Working Capital Business and Portfolio Management activities through Branches and other Channels. Your primary responsibilities include strategic planning aligned with the department's business objectives, functional tasks such as generating business, reviewing application documents, coordinating with Credit Sanction Department, ensuring disbursement, monitoring portfolios, visiting customers, obtaining stock statements, and managing account renewals. Internally, you will be responsible for monitoring processes to maintain Service Level Agreements and Turnaround time, preparing accurate reports for management and statutory bodies, ensuring adherence to standard operating procedures and statutory guidelines, and fostering the team's professional development and compliance standards. Additionally, you will identify training needs and ensure completion of mandatory training programs for yourself. You may also be assigned other responsibilities as standalone projects or regular tasks, which will be reflected in your primary responsibilities following agreement between you, your reporting officer, and HR. Key interfaces for this role include internal stakeholders like Cluster Head - MSME, Head - Branch Banking, Head Retail Assets, and MIS Department, as well as external interfaces such as Auditors, External Consultants, and Customers.,

As a highly driven and detail-oriented Portfolio Manager, you will be responsible for managing and supporting investments across early to growth-stage startups. Your primary role will involve maintaining deep relationships with portfolio founders, monitoring performance, and enabling strategic value creation. Your key responsibilities will include: - Portfolio Management & Monitoring: Track, analyze, and report the performance of portfolio companies in terms of financial, operational, and strategic KPIs. Develop and maintain internal dashboards and MIS systems. Prepare quarterly/annual reports and presentations for LPs and internal stakeholders. - Founder & Stakeholder Engagement: Act as the primary point of contact for portfolio companies. Support founders with strategic guidance, hiring, partnerships, fundraising, and operations. Identify and facilitate value-creation opportunities by making introductions to clients, investors, mentors, etc. - Governance & Compliance: Coordinate board meetings, prepare minutes, and track key actions. Ensure compliance with investment covenants, reporting obligations, and corporate governance norms. Collaborate with legal, tax, and audit advisors for portfolio-level support. - Fund Operations (optional depending on scope): Assist in internal fund processes such as fund audits, investor reporting, and capital calls. Collaborate closely with investment and legal teams during new investments or follow-ons. - Customer Support for query resolutions: Support investors and founders with their queries related to fund updates, business updates, and any preemptive/exit updates. Maintain good business harmony to streamline the business and reduce noise to improve CSAT and NPS. Ensure SLAs are in place. - Exit/Preemptive and Shutdown related formalities: Assist investors and founders with any events related to exit from the business. Be knowledgeable about processes like Exit, Shutdown process, and related compliance obligations to create transparency in the system. Qualifications & Skills: - 4-8 years of experience in venture capital, private equity, consulting, corporate strategy, or startup operations. - Strong financial modeling and business analysis capabilities. - Excellent communication and interpersonal skills to effectively work with founders and stakeholders. - Prior exposure to the Indian startup ecosystem is highly preferred. - CA/MBA or CFA/CPA is a plus.,

The role of QR Risk Lead at our organization involves evangelizing and demonstrating the value and impact of risk analytics for informed business decision making. You will be responsible for developing and deploying analytical solutions, providing data-driven insights to business stakeholders, and addressing various business challenges effectively. An ideal candidate for this role should have 13 to 18 years of experience in the risk field with strong expertise in risk management, specifically in fraud prevention, detection, and mitigation. Additionally, you will be overseeing the lifecycle management of customer onboarding, monitoring, portfolio management, and compliance. We are looking for a creative and dedicated individual who can thrive in our collaborative culture and work effectively with diverse teams and functions on a daily basis. The ability to coordinate with other departments to ensure project compatibility, develop comprehensive project plans, and program manage initiatives for technology improvements is crucial for this role. As the QR Risk Lead, you will be expected to track program/project performance, analyze the successful completion of short and long-term goals, and encourage the use of common services to enhance development speed and execution efficiency. Strong leadership, smart thinking, clear communication, and exceptional stakeholder management skills are essential. Experience in policy formulations, portfolio management, risk analytics, data-backed decision-making, loss models, regulatory environment, and team management is highly desirable. The successful candidate will be entrusted with the end-to-end management of the consumer risk function, owning the P&L, and fostering an appropriate risk culture within the team. If you are the right fit for this role, we believe in creating wealth for you. With over 500 million registered users, 21 million merchants, and a wealth of data in our ecosystem, we are uniquely positioned to democratize credit for deserving consumers and merchants. This presents an exciting opportunity to be a part of India's largest digital lending story. Join us and contribute to this evolving narrative!,

The primary responsibility of this role is to analyze commercial and technical data of electrical components and assemblies to generate, support, and execute different types of cost-out and resiliency projects. You will be required to develop and execute category-wise strategies in close collaboration with various cross-functional teams including Global Procurement Organization, product development teams, product line teams, global sourcing teams, and suppliers worldwide. Your tasks will also include improving engineering data for various electrical components or sub-assemblies associated with LV and MV products and contributing to the development of data libraries. You will play a crucial role in reducing new product development times by suggesting cost-effective and technically compatible products from strategic suppliers within the category. Leveraging data analytics, engineering fundamentals, product design and development knowledge, and ideation principles will be essential for creating new project opportunities. Your responsibilities will include: - Conducting data analysis, both technical and commercial, to identify cost-out opportunities through resourcing, negotiation, and VAVE - Collaborating cross-functionally to create and execute enterprise-level category strategies, enhancing supply chain resilience and achieving cost savings - Establishing data banks for specified electrical products in coordination with contractual engineers - Using engineering fundamentals, product design, and development knowledge to generate and implement VAVE ideas - Collaborating with global sourcing teams, supply chain managers, and suppliers to develop new suppliers from India and across the globe - Working with various teams such as Should Costing, Sourcing, TCO, and plant buyers to address technical queries and constraints from suppliers and internal customers - Collaborating with product development teams and product line managers to identify cost-effective components from strategic suppliers for new product introductions - Visiting vendors to ensure timely delivery and product quality - Mentoring and coaching junior team members on technical and soft skills Qualifications: - Required: Bachelor's/Master's Degree in Electrical Engineering - 6 years of experience with a Bachelor's degree or 5 years of experience with a Master's degree Skills: - Hands-on experience in the design and development of electrical products and subsystems in LV/MV - Experience in cost-out projects and exposure to Supply Chain Management Required Skills: - Strong knowledge of electrical products such as fans, motors, switches, relays, meters, circuit breakers, etc. - Experience in electrical product design, development, and testing - Hands-on experience in supplier identification, selection, and development - Creating cost-out projects using engineering fundamentals, design basics, product knowledge, and data analytics - Experience in implementing cost-out (resourcing, VAVE) projects - Knowledge of various standards applicable to electrical products Additional Skills: - Strong project and portfolio management skills, with the ability to handle multiple projects and lead effectively - Ability to work and interact with global cross-functional and cross-cultural teams - Good interpersonal, communication (oral and verbal), and presentation skills - Proficiency in data analytics, strategic and conceptual thinking - Ability to influence without authority, show learning agility, and a great drive for results,