Jobs
Interviews

125 Transaction Management Jobs

Setup a job Alert
JobPe aggregates results for easy application access, but you actually apply on the job portal directly.

2.0 - 6.0 years

0 Lacs

karnataka

On-site

Join our team at Chase and seize the opportunity to drive innovative impacts for our customers. In this role as a Transactions Specialist III at JPMorgan Chase, you will be pivotal in managing customer accounts, handling inquiries and requests, and ensuring the seamless operation of our financial services. Your responsibilities will encompass processing, clearing, servicing, researching, and settling transactions, all while leveraging your expertise in transaction management protocols and processes. Embrace the dynamic work environment that presents new challenges and opportunities every day, where your skills in artificial intelligence, automation, and data & tech literacy will play a significant role in enhancing our services. Your primary focus will be on processing transactions in compliance with established procedures, utilizing your knowledge of automation and artificial intelligence. Engage with customers to address inquiries and requests, delivering a positive customer experience consistently. Your strategic thinking and innovation skills will be put to the test as you contribute to resolving new issues within the framework of standard policies and procedures. Take an active role in training new employees, drawing upon your coaching and mentoring abilities to support their growth. Engage in projects aimed at elevating customer experience, drawing on your market product knowledge and data & tech literacy to provide valuable insights and drive impact. Key Responsibilities: - Process, clear, service, research, and settle transactions following established procedures and incorporating automation and artificial intelligence knowledge - Address customer inquiries and requests, ensuring a positive customer experience across all interactions - Contribute to the resolution of new issues by applying strategic thinking and innovation within established policies - Assist in training new employees and fostering a positive work environment through coaching and conflict management - Participate in projects to enhance customer experience, utilizing market product knowledge and data & tech literacy for continuous insights Required Qualifications and Skills: - Proficiency in transaction management, including processing, clearing, servicing, researching, and settling transactions - Ability to handle customer inquiries and requests effectively, focusing on maintaining a positive customer experience - Experience with automation and artificial intelligence tools in transaction management - Developing skills in coaching, conflict management, strategic thinking, and innovation - High school diploma or GED Preferred Qualifications and Skills: - Familiarity or developing knowledge of automation and process optimization tools or technologies,

Posted 3 days ago

Apply

8.0 - 12.0 years

0 Lacs

chennai, tamil nadu

On-site

You will be responsible for leading efforts to identify and build relationships with new capital market partners in the Investment Banking Deal Origination department. Your role will involve analyzing different sectors, creating pitch presentations, negotiating deals, and sourcing mandates. You will play a crucial role in managing all aspects of deal origination, including documentation, due diligence, legal liaison, and ensuring high standards of transaction management. Additionally, you will be tasked with sourcing corporate clients and analyzing their funding requirements related to Project Loans, Term Loans, Working Capital, and Structured Financing needs. Building relationships with debt issuers and establishing executive sponsorship with partners such as rating agencies and lawyers will be essential. You will also need to develop strategies to deepen relationships, enhance revenue opportunities, and introduce new products. Your responsibilities will include overseeing all deal flow, maintaining the pipeline for syndications, and representing the company in various in-house and external forums. It will be crucial to maintain strong relationships with promoters and CFOs of Mid-Corporate and Large Corporate clients. To excel in this role, you must possess excellent communication skills and negotiation abilities. A minimum of 8-10 years of experience in dealing with Financial Institutions and Corporate Treasuries is required. A good understanding of Fixed Income products and the ability to provide optimal financial solutions are essential. Strong proficiency in number crunching, data analysis, and interpretation using MS-Office tools (Word, Excel, and PowerPoint) is necessary. Attention to detail, precision, organizational skills, the ability to work independently, and effectively manage multiple tasks simultaneously are key competencies for this position. Candidates with post-graduate qualifications are preferred for this role. For more information, please visit our company website at www.akgroup.co.in.,

Posted 4 days ago

Apply

3.0 - 7.0 years

0 Lacs

pune, maharashtra

On-site

As an Accounting Expert with expertise in E-Invoice & E-Way Bill, you will be responsible for transaction management including bill booking for purchase, sales, debit notes, and credit notes. Your role will also involve inventory management and utilizing Tally for accurate financial recording. In addition, you will handle GST and TDS related tasks to ensure compliance with regulations. This full-time, permanent position comes with benefits such as cell phone reimbursement, health insurance, leave encashment, life insurance, paid time off, and provident fund. The work schedule is during day shifts and the work location is in person. If you meet the qualifications and are looking to utilize your accounting skills in a dynamic work environment, we encourage you to apply for this opportunity.,

Posted 4 days ago

Apply

6.0 - 7.0 years

6 - 7 Lacs

Chennai, Gurugram, Bengaluru

Work from Office

Join us as a Transaction Management Analyst In your new role, you ll be processing transactions for the investment banking function, working with others to create a seamless process You ll be collaborating with counterparties, traders, sales people and other global operations teams, allowing you to develop an extensive network Take advantage of our development opportunities, hone your skills and advance your career in this critical role Were offering this role at senior analyst level What youll do As a Transaction Management Analyst, you ll be processing investment banking transactions which will include confirmations, settlements, reconciliations and investigations. Day-to-day, you ll be: Processing transactions for products like over-the-counter derivatives, FX and securities Ensuring a prompt response to communications, keeping the impact of time-zones in mind Making sure that targets are met by processing day-to-day trades in-line with set guidelines and procedures Escalating any issues where there are deviations from existing procedures Helping to reduce risk to the bank and maintain a control focused environment The skills youll need We re looking for a highly organised individual, with strong written and verbal communication skills. You ll be confident when liaising with stakeholders over the phone or by email and have good interpersonal skills. You ll also need: Previous experience in and an understanding of the industry A good academic background, with graduate level qualifications or an MBA Hours 45 Job Posting Closing Date: 30/07/2025

Posted 4 days ago

Apply

6.0 - 7.0 years

6 - 7 Lacs

Gurugram, Chennai

Work from Office

Join us as a Transaction Management Analyst In your new role, you ll be processing transactions for the investment banking function, working with others to create a seamless process You ll be collaborating with counterparties, traders, sales people and other global operations teams, allowing you to develop an extensive network Take advantage of our development opportunities, hone your skills and advance your career in this critical role Were offering this role at senior analyst level What youll do As a Transaction Management Analyst, you ll be processing investment banking transactions which will include confirmations, settlements, reconciliations and investigations. Day-to-day, you ll be: Processing transactions for products like over-the-counter derivatives, FX and securities Ensuring a prompt response to communications, keeping the impact of time-zones in mind Making sure that targets are met by processing day-to-day trades in-line with set guidelines and procedures Escalating any issues where there are deviations from existing procedures Helping to reduce risk to the bank and maintain a control focused environment The skills youll need We re looking for a highly organised individual, with strong written and verbal communication skills. You ll be confident when liaising with stakeholders over the phone or by email and have good interpersonal skills. You ll also need: Previous experience in and an understanding of the industry A good academic background, with graduate level qualifications or an MBA Hours 45 Job Posting Closing Date: 30/07/2025

Posted 4 days ago

Apply

6.0 - 7.0 years

6 - 7 Lacs

Gurugram, Chennai, Bengaluru

Work from Office

Join us as a Transaction Management Analyst We ll look to you to support the middle office for the Treasury business covering term funding and capital raising, FX and interest rate risk management, and liquidity portfolio management Acting as the liaison between front office and other support areas, you ll monitor workflow queues to ensure day one accuracy, and maintain the integrity of all underlying assets, trade bookings, structure maintenance, and appropriate reconciliations You ll calculate a daily volatility buffer and liaise with the collateral management team to independently verify the margin calls Were offering this role at associate level What youll do As a Transaction Management Analyst, you ll work on the trade validation of vanilla and exotic derivative products and support the trading activity of derivative transactions relating to secured funding. This will include the maintenance and development of the volatility buffer calculation. You ll ensure the accuracy of all components of new and existing transactions across internal systems and manage all medium-term notes across various programmes through their life cycle. You ll also control the event management process, including rate resets, coupons, calls, triggers, and early redemptions. You ll deal with any transaction related queries originating from front office, client services, and other support areas. You ll also maintain procedure manuals and daily process checklists and you ll produce daily control dashboard reporting for transaction control and front office management. In addition, you ll: Contribute to continuous process improvements and strategic projects relating to structured transactions and provide support for the implementation and development of a global support model Ensure the accuracy of all components of new and existing transactions across internal systems and maintain an understanding of the cash flows of the business, ensuring accurate funding on a daily basis Liaise with colleagues across other teams and functions to facilitate continuous process improvements and strategic projects relating to structured transactions Ensure all reconciliations and reports are complete and signed off on a timely basis, such as internal deals, exercise reports, and corporate actions Maintain knowledge of the front to back operations process, including the key elements of settlements, finance, and risk Assist in the development of the control environment within the structured products support team and with system development testing The skills youll need To succeed in this role, you ll need knowledge of treasury and rates products, such as FX, money market, and derivative products and experience of working in a derivatives middle office, trade support, or control role. You ll also have an understanding of the functions performed by other support areas. As well as this, we re looking for: Good Excel skills Strong communication skills The ability to work under pressure and to tight deadlines in a fast-paced environment Strong organisation and prioritisation skills Experience of working in environments of continuous improvement Hours 45 Job Posting Closing Date: 30/07/2025

Posted 4 days ago

Apply

6.0 - 7.0 years

6 - 7 Lacs

Chennai

Work from Office

Join us as a Transaction Management Analyst In your new role, you ll be processing transactions for the investment banking function, working with others to create a seamless process You ll be collaborating with counterparties, traders, sales people and other global operations teams, allowing you to develop an extensive network Take advantage of our development opportunities, hone your skills and advance your career in this critical role Were offering this role at senior analyst level What youll do As a Transaction Management Analyst, you ll be processing investment banking transactions which will include confirmations, settlements, reconciliations and investigations. Day-to-day, you ll be: Processing transactions for products like over-the-counter derivatives, FX and securities Helping to ensure a prompt response to communications, keeping the impact of time-zones in mind Making sure that targets are met by processing day-to-day trades in-line with set guidelines and procedures Escalating any issues where there are deviations from existing procedures Helping to reduce risk to the bank and maintain a control focused environment The skills youll need We re looking for a highly organised individual, with strong written and verbal communication skills. You ll be confident when liaising with stakeholders over the phone or by email and have good interpersonal skills. You ll also need: Previous experience in and an understanding of the industry A good academic background, with graduate level qualifications or an MBA Hours 45 Job Posting Closing Date: 30/07/2025

Posted 4 days ago

Apply

4.0 - 9.0 years

13 - 15 Lacs

Bengaluru

Work from Office

In charge of managing a team of Investigation specialists who investigate Seller and Buyer transactions on on Amazon platforms and take appropriate actions based on processes, tools and high-judgment decisions. Provide leadership and administrative support to their team and manage them to achieve and constantly improve service levels based on forecast and capacity, minimize the impact of bad debt by achieving targets, achieve process improvement, ensure road mapped project execution (and identify new ones), and focus on the people development of their team. In addition to being responsible for achieving and exceeding team s defined metrics through sustainable change or process improvement. She / he will be expected to participate in strategic planning, project road mapping activities of the team. Identify trends in team performance and recommends/ implements change to constantly raise the Performance levels in the team. Expected to participate in projects that involve one (or more) teams within the Organization and that address issues outside the normal areas of responsibility or expertise required by their process. The Key to success in this role is the ability to understand the Transaction Management group s vision and make independent decisions with sound judgment to manage their teams to attain that vision. The incumbent is required to demonstrate performance in the following areas: Metrics by consistently leading their team to meet and exceed service levels and operational goals of all team members. Process Improvement by delivering significant Business impacts and/ or contributions to their company through improvement to quality, productivity, or customer experience. Work with peer technical teams in Amazon to articulate and prioritize feature needs for investigation tool sets. Consistently demonstrate timely delivery of projects on roadmap to support the team and department vision. People Development by developing the Performance levels, career and skills of their Investigator teams through continuous closure of performance feedback loops. Possess ability to recruit excellent team members into their team and Amazon. Business Exposure by using their exposure to team s technical or business areas, their understanding of Amazon s marketplace, trends and fraud issues impacting the retail industry, to share ideas with Management that positively influence the vision for the Transaction Risk management group. Judgment and Discretion: The incumbent has direct responsibility over multiple functions and processes in the Transaction Risk Management Group. She/he consistently exercises discretion in tactical and strategic decision making/problem solving and routinely reports to management chain as required. She/he takes decisions that are documented, and involve partnering with other internal stakeholder/teams as appropriate and required when making decisions that have wider impact. In charge of managing a team of Investigation specialists who investigate buyer and seller transactions on on Amazon.com platforms and take appropriate actions based on processes, tools and high-judgment decisions. Provide leadership and administrative support to their team and manage them to achieve and constantly improve service levels based on forecast and capacity, minimize the impact of bad debt by achieving targets, achieve process improvement, ensure road mapped project execution (and identify new ones), and focus on the people development of their team. In addition to being responsible for achieving and exceeding team s defined metrics through sustainable change or process improvement. She / he will be expected to participate in strategic planning, project road mapping activities of the team. Identify trends in team performance and recommends/ implements change to constantly raise the Performance levels in the team. Expected to participate in projects that involve one (or more) teams within the Organization and that address issues outside the normal areas of responsibility or expertise required by their process. The Key to success in this role is the ability to understand the Transaction Management group s vision and make independent decisions with sound judgment to manage their teams to attain that vision. The incumbent is required to demonstrate performance in the following areas: Metrics by consistently leading their team to meet and exceed service levels and operational goals of all team members. Process Improvement by delivering significant Business impacts and/ or contributions to their company through improvement to quality, productivity, or customer experience. Work with peer technical teams in Amazon to articulate and prioritize feature needs for investigation tool sets. Consistently demonstrate timely delivery of projects on roadmap to support the team and department vision. People Development by developing the Performance levels, career and skills of their Investigator teams through continuous closure of performance feedback loops. Possess ability to recruit excellent team members into their team and Amazon. Business Exposure by using their exposure to team s technical or business areas, their understanding of Amazon s marketplace, trends and fraud issues impacting the retail industry, to share ideas with Management that positively influence the vision for the Transaction Risk management group. Judgment and Discretion: The incumbent has direct responsibility over multiple functions and processes in the Transaction Risk Management Group. She/he consistently exercises discretion in tactical and strategic decision making/problem solving and routinely reports to management chain as required. She/he takes decisions that are documented, and involve partnering with other internal stakeholder/teams as appropriate and required when making decisions that have wider impact. 4+ years of operational and/or retail management experience 2+ years of team management experience Knowledge of Microsoft Office products and applications (esp. MS Excel, Word) at an advanced level Experience with operations, risk, fraud investigations etc. Experience with six sigma tools and Lean techniques

Posted 4 days ago

Apply

0.0 - 6.0 years

4 - 5 Lacs

Bengaluru

Work from Office

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. Job responsibilities Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures High school diploma or GED required Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies. Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. Job responsibilities Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures High school diploma or GED required Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies.

Posted 4 days ago

Apply

0.0 - 6.0 years

4 - 5 Lacs

Bengaluru

Work from Office

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. Job responsibilities Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures High school diploma or GED required Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies. Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. Job responsibilities Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures High school diploma or GED required Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies.

Posted 4 days ago

Apply

0.0 - 6.0 years

4 - 5 Lacs

Bengaluru

Work from Office

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist II within JPMorganChase, you will play a crucial role in processing and servicing transactions, ensuring smooth operations for all customer accounts. Your responsibilities include handling document transactions, which may involve moderately complex tasks within a structured and supervised environment. You will be tasked with extracting checks and remittances from envelopes, inputting data into systems, and maintaining the highest standards of production and accuracy. Your critical thinking and problem-solving skills are essential for success in this role. Job responsibilities Process and clear transactions, adhering to established routines and procedures, ensuring accuracy and timeliness. Handle customer inquiries and requests related to account balances and transactions, providing a positive customer experience at all touchpoints Escalate non-routine issues to senior team members, applying common sense and experience of similar situations to identify potential solutions. Contribute to innovation efforts by applying knowledge of artificial intelligence and automation to optimize transaction processes. Maintain up-to-date knowledge of market products and industry regulations, using this knowledge to ensure compliance in all transaction activities. Required qualifications, capabilities, and skills Baseline knowledge of transaction management processes, including processing, clearing, servicing, researching, and settling transactions. Demonstrated ability to handle customer inquiries and requests, with a focus on providing a positive customer experience. Experience with escalating non-routine issues, applying common sense and experience of similar situations to identify potential solutions. Developing proficiency in artificial intelligence and automation, with experience applying these technologies to optimize transaction processes. Familiarity with market products and industry regulations, with the ability to apply this knowledge to ensure compliance in transaction activities. High school diploma or GED required. Physical requirements sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time. Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies. Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist II within JPMorganChase, you will play a crucial role in processing and servicing transactions, ensuring smooth operations for all customer accounts. Your responsibilities include handling document transactions, which may involve moderately complex tasks within a structured and supervised environment. You will be tasked with extracting checks and remittances from envelopes, inputting data into systems, and maintaining the highest standards of production and accuracy. Your critical thinking and problem-solving skills are essential for success in this role. Job responsibilities Process and clear transactions, adhering to established routines and procedures, ensuring accuracy and timeliness. Handle customer inquiries and requests related to account balances and transactions, providing a positive customer experience at all touchpoints Escalate non-routine issues to senior team members, applying common sense and experience of similar situations to identify potential solutions. Contribute to innovation efforts by applying knowledge of artificial intelligence and automation to optimize transaction processes. Maintain up-to-date knowledge of market products and industry regulations, using this knowledge to ensure compliance in all transaction activities. Required qualifications, capabilities, and skills Baseline knowledge of transaction management processes, including processing, clearing, servicing, researching, and settling transactions. Demonstrated ability to handle customer inquiries and requests, with a focus on providing a positive customer experience. Experience with escalating non-routine issues, applying common sense and experience of similar situations to identify potential solutions. Developing proficiency in artificial intelligence and automation, with experience applying these technologies to optimize transaction processes. Familiarity with market products and industry regulations, with the ability to apply this knowledge to ensure compliance in transaction activities. High school diploma or GED required. Physical requirements sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time. Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies.

Posted 4 days ago

Apply

2.0 - 11.0 years

11 - 12 Lacs

Bengaluru

Work from Office

Join our team where youll lead and inspire teams to excel in processing document transactions and remittances and where you ll utilize your expertise in operations management to optimize productivity, quality, and customer experience while fostering a collaborative and inclusive environment. As a Transactions Manager I within JPMorganChase, you will be at the forefront of managing dynamic teams that process daily document transactions and extract checks and remittances. Your role is pivotal in leveraging your extensive knowledge of transaction and operations management to ensure the seamless integration of cutting-edge technology services for capturing client information. You will excel in delegating tasks, managing conflicts, and enhancing the customer experience, all while fostering a culture of innovation and strategic thinking within your team. In this role, you will take charge of remittance processing operations, setting ambitious daily production goals and crafting action plans to boost productivity and quality. Your ability to build strong relationships with other operations departments will be key in researching and resolving inquiries. Additionally, you will lead or participate in projects that aim to enhance operations and elevate the customer experience, driving impactful change across the organization. Job responsibilities Lead teams in processing document transactions and extracting checks and remittances, while optimizing strategic priorities to enhance productivity, quality, and customer experience. Oversee remittance processing by setting production goals, delegating tasks, evaluating performance, and implementing action plans to ensure high productivity and quality. Manage shift operations, resolve production or quality issues, and escalate process delays to management and stakeholders as needed. Utilize strategic thinking and sound judgment in decision-making, fostering a collaborative and engaged team environment through effective leadership and communication. Analyze data to identify and resolve procedural issues, support junior team members, and build strong relationships with other departments to address inquiries. Drive innovation by leveraging skills in market products and artificial intelligence to optimize transaction processes and support new technology implementation. Participate in projects aimed at enhancing operations and customer experience, while coaching and mentoring team members to develop leadership and operational talent. Communicate effectively with the team, providing strategic communications and simplifying complex information, ensuring compliance with guidelines, policies, and procedures. Required qualifications, capabilities, and skills Minimum two years of operations leadership or management experience in remittance processing or equivalent expertise. Intermediate knowledge of remittance processing or equivalent operations experience with indirectly or directly leading front-line teams to deliver towards business priorities and objectives. Ability to understand, navigate, and manage end-to-end operational processes, including identifying, resolving, or escalating breaks or issues. Demonstrated proficiency in using automation technologies to optimize transaction processing and implement automation initiatives. Experience in applying data and technical acumen to interpret models and diagram as well as to make data-informed decisions or recommendations to optimize transaction management. Proven track record in enhancing customer experience, understanding how customers interact and perceive a brand or business throughout the entire customer journey. Work Schedule and Shift Differential must be input as applicable. This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change. Join our team where youll lead and inspire teams to excel in processing document transactions and remittances and where you ll utilize your expertise in operations management to optimize productivity, quality, and customer experience while fostering a collaborative and inclusive environment. As a Transactions Manager I within JPMorganChase, you will be at the forefront of managing dynamic teams that process daily document transactions and extract checks and remittances. Your role is pivotal in leveraging your extensive knowledge of transaction and operations management to ensure the seamless integration of cutting-edge technology services for capturing client information. You will excel in delegating tasks, managing conflicts, and enhancing the customer experience, all while fostering a culture of innovation and strategic thinking within your team. In this role, you will take charge of remittance processing operations, setting ambitious daily production goals and crafting action plans to boost productivity and quality. Your ability to build strong relationships with other operations departments will be key in researching and resolving inquiries. Additionally, you will lead or participate in projects that aim to enhance operations and elevate the customer experience, driving impactful change across the organization. Job responsibilities Lead teams in processing document transactions and extracting checks and remittances, while optimizing strategic priorities to enhance productivity, quality, and customer experience. Oversee remittance processing by setting production goals, delegating tasks, evaluating performance, and implementing action plans to ensure high productivity and quality. Manage shift operations, resolve production or quality issues, and escalate process delays to management and stakeholders as needed. Utilize strategic thinking and sound judgment in decision-making, fostering a collaborative and engaged team environment through effective leadership and communication. Analyze data to identify and resolve procedural issues, support junior team members, and build strong relationships with other departments to address inquiries. Drive innovation by leveraging skills in market products and artificial intelligence to optimize transaction processes and support new technology implementation. Participate in projects aimed at enhancing operations and customer experience, while coaching and mentoring team members to develop leadership and operational talent. Communicate effectively with the team, providing strategic communications and simplifying complex information, ensuring compliance with guidelines, policies, and procedures. Required qualifications, capabilities, and skills Minimum two years of operations leadership or management experience in remittance processing or equivalent expertise. Intermediate knowledge of remittance processing or equivalent operations experience with indirectly or directly leading front-line teams to deliver towards business priorities and objectives. Ability to understand, navigate, and manage end-to-end operational processes, including identifying, resolving, or escalating breaks or issues. Demonstrated proficiency in using automation technologies to optimize transaction processing and implement automation initiatives. Experience in applying data and technical acumen to interpret models and diagram as well as to make data-informed decisions or recommendations to optimize transaction management. Proven track record in enhancing customer experience, understanding how customers interact and perceive a brand or business throughout the entire customer journey. Work Schedule and Shift Differential must be input as applicable. This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.

Posted 4 days ago

Apply

0.0 - 4.0 years

0 Lacs

lakhisarai, bihar

On-site

You will be working as a Sales Attendant at DIET Lakhisarai, a company based in Lakhisarai, Bihar, India. Your primary responsibilities will include assisting customers, managing transactions, maintaining the store's cleanliness, stocking shelves, and ensuring top-notch customer service. In addition to these tasks, you will handle customer inquiries, provide product information, and support the sales team in achieving sales targets. To excel in this role, you should possess excellent customer service and communication skills, adeptness in sales and transaction management, strong organizational and time management abilities, basic math and computer competencies, and the capacity to work both independently and collaboratively as part of a team. Prior experience in retail or sales will be advantageous, although not mandatory. A high school diploma or its equivalent is required for this position.,

Posted 5 days ago

Apply

1.0 - 2.0 years

1 - 4 Lacs

Bengaluru

Work from Office

Skills & Qualifications Required Minimum of 1 years of experience in SEO content writing, preferably in the finance sector. Proven track record of using content optimization tools (Frase, Surfer SEO, Clearscope, etc.). Strong experience in formatting, structuring, editing, and publishing content in WordPress. Excellent writing, editing, and proofreading skills. Strong research skills and attention to detail. Knowledge of SEO principles and best practices is a plus Roles & Responsibilities Develop and write high-quality, SEO-friendly content that aligns with our brand voice and business objectives. Experienced with Content Optimization tools like Frase, Surfer SEO, and Clearscope to enhance content visibility and search engine rankings. Edit articles to ensure structural integrity, accuracy, and readability while meeting reader intent. Use plain language to translate complex scientific language into a 6th to 8th grade reading level. Efficiently publish and manage content on WordPress, ensuring a seamless integration with the website design and functionality. Collaborate with the marketing team to align content with overall marketing goals. Stay updated on SEO trends and adjust content strategies accordingly About the company: Pice is a B2B payments & credit service provider company, offering a single platform to manage all business-related transactions. It operates within an established ecosystem of retailers and distributors enhancing the visibility, record keeping and easy reconciliation. It is designed to offer end-to-end business transaction management with features like account-wise ledgers, GST return tracking, daily sales/expense management, and online invoice payment, all without businesses needing to shift between multiple platforms. The app empowers retailers and businessmen to manage payments like vendor, supplier, GST, salary and other day to day expenses more seamlessly through in app features like business UPI along with other payment options. Pice has onboarded 1 Lac+ users, mostly business owners with GST registrations spread across 25 states of the country and dealing with 23K distributors and suppliers.

Posted 5 days ago

Apply

7.0 - 12.0 years

25 - 30 Lacs

Bengaluru

Hybrid

Tech Lead- Full stack Developer 7-12 yrs Bengaluru Role overview Proficient in building scalable SaaS products with a focus on microservices. Technologies worked on: Java (Mandatory) & Spring Boot along with ReactJS or any other Javascript Framework. Familiar with designing RESTful APIs and using mocking frameworks. Ability to profile services and debug performance issues. Knowledge of containerization technologies like Docker & Kubernetes. Experience with data integration tools like Pentaho Kettle or Apache Nifi. Influence technical decision-making and design choices, focusing on automation and security best practices. What would you do here Design, implement, test, and deploy both front-end and back-end components of the product. Develop, test, and deliver highly scalable services using Spring Boot Create frameworks and accelerators to expedite development processes. Establish and enforce software engineering best practices. Create design artifacts using UML for team implementation. Mentor and guide product engineers within the team. Ensure timely delivery of user stories planned for sprints. Participate in all phases of the product development lifecycle, from definition and design to implementation and testing in multi-cloud environments. Develop robust technical solutions to business problems, emphasizing quality and execution. Collaborate with motivated software developers focused on solving complex challenges and building large-scale SaaS products. Contribute to the design and construction of the product from the ground up, implementing processes for modularity, efficiency, and maintainability. Write blogs, articles, and whitepapers to share knowledge and insights.

Posted 5 days ago

Apply

6.0 - 9.0 years

8 - 13 Lacs

Bengaluru

Work from Office

Location: Bangalore Experience: 6 - 9 Years The Skills that are Key to this role You have passion for technology and the financial domain with demonstrated ability to learn quickly. You are Delivery focused with the ability to take full ownership You have Experience working with distributed teams in different time-zones You have Strong commitment to quality and engineering excellence You have Strong communication skills, problem solving skills and adaptability You have Experience in reverse engineering and understanding existing applications You demonstrate leadership qualities and own the outcome with a passion for delivering strong results. Technical / Behavioral Experience in the analysis, design, development, testing and implementation of enterprise scale apps. Experience in the Microsoft Power Platform MS PowerApps, Power automate flow. Experience developing new PowerApps model and canvas driven apps as well as enhancing existing apps. Proficient with PL/SQL (Oracle experience preferred) Understanding PowerApps formulas and development methods. Knowledge of Automating business processes with Microsoft Flow. Ability to create custom connectors for Microsoft Flow. Independently Identifying business critical gaps and discrepancies; actively propose Technical solutions Is a self-starter and can work with stakeholders/support teams driving to a solution taking full ownership The Skills that are Good to Have for this role If you have experience on Jenkins, Concourse, Cloud adoption through EKS, Stash, CI/CD, and transaction management and multi-thread programming that would be an added advantage If you know Docker it is an added advantage. If you have experience working on AWS that would be an added advantage.

Posted 6 days ago

Apply

8.0 - 12.0 years

0 Lacs

karnataka

On-site

As the ideal candidate for this role, you will be responsible for the end-to-end journey of the software development lifecycle. This includes designing and architecting solutions, developing, deploying, and monitoring applications. You will be expected to proactively address incidents or outages, conduct root cause analysis, and contribute to comprehensive incident reports. Your expertise will be instrumental in tackling real-world business challenges at scale, impacting millions of users positively. In this role, you will be working in a distributed microservice environment, where you will build and enhance features to provide seamless experiences with millisecond-level performance for a large customer base. Additionally, you will play a crucial role in mentoring teammates, sharing your knowledge, and upholding a high standard of excellence throughout the development process. To excel in this position, you should possess extensive experience in backend development, with a strong focus on scalability and high performance. Your proficiency in core Java concepts, multi-threading, concurrency control, and Java Collections will be vital for developing efficient applications. A deep understanding of JVM internals, memory management, garbage collection, and performance tuning is also required. Your familiarity with Java 8+ features, Spring Boot, and Microservices architecture will be essential for building REST APIs and designing scalable systems. Experience with Cloud platforms like AWS, GCP, or Azure will be advantageous for deploying and managing backend services effectively. In addition to technical skills, you should have expertise in database design, optimization, and management, including working with SQL and NoSQL databases. Your ability to optimize database queries, design effective data models, and manage transactions will be crucial for maintaining high performance and scalability. Moreover, you should be well-versed in code optimization, performance tuning, and best engineering practices such as TDD, BDD, and clean code principles. Your experience in software design and architecture, technical code reviews, and mentorship will contribute to the overall excellence of the team. Furthermore, a strong understanding of cloud infrastructure, monitoring tools, troubleshooting practices, and incident management will be necessary for ensuring the reliability and observability of production systems. Your involvement in root cause analysis, issue resolution, and reducing Mean Time to Repair (MTTR) will be key in maintaining operational efficiency. Overall, this role offers a challenging and rewarding opportunity to make a significant impact by leveraging your technical expertise to solve complex business problems and deliver high-quality solutions to a broad user base.,

Posted 1 week ago

Apply

1.0 - 5.0 years

0 Lacs

kolkata, west bengal

On-site

As an Associate Relationship Manager (Transaction Manager) at M1xchange (Mynd Solutions Pvt Ltd), you will play a crucial role in overseeing the end-to-end conversion of individual transactions from various clients across different bank limits. Your responsibilities will include ensuring seamless transaction processes within scheduled turnaround times and budget constraints. Regular updates to seniors, management personnel, and clients regarding transaction-related changes and deviations will also be part of your role. To excel in this position, you must possess a comprehensive understanding of products and processes, proactively identify transactional challenges, and swiftly address them to minimize costs and risks. Effective communication with clients, suppliers, buyers, and internal banking teams will be essential for successful transaction management. Key Responsibilities: - Interact closely with client users to post bills/invoices on the platform. - Guide buyers and MSME suppliers on the required procedures and documentation for bill/invoice uploads and acceptance. - Analyze requests for changes in transaction documents/process flow and consult with management for approval. - Estimate, project, and plan daily bill/invoice discounting. - Develop transactional plans and documents outlining expectations, scope, schedule, and budget. - Coordinate with internal banking teams to ensure timely and suitable bids from banks/financers. - Collaborate with clients, relationship managers, and banking teams to facilitate bid acceptance for transaction processing/disbursement. - Maintain progress updates through summary reports for scheduled and completed transactions. - Monitor customer-provided leads for smooth onboarding processes. Requirements: - Bachelor's degree. - Minimum 1 year of experience in transaction management and digital transactions. - Familiarity with trade finance, related transactions, documentation, tools, and templates. - Strong interpersonal skills. This is a full-time, permanent position with benefits including health insurance and provident fund. The work schedule is during day shifts, and the role requires at least 2 years of experience in transaction banking. The work location is in person.,

Posted 1 week ago

Apply

6.0 - 11.0 years

18 - 32 Lacs

Chennai

Work from Office

Leasing strategy and planning Tenant acquisition Lease negotiation Tenant coordination Reporting & documentation Should have relevant experience in IT Park space leasing Strong in English communication

Posted 1 week ago

Apply

4.0 - 8.0 years

2 - 3 Lacs

Kolkata

Work from Office

Responsibilities: * Manage financial records and transactions accurately * Prepare monthly GST returns on time * Ensure compliance with accounting standards and tax laws * Maintain up-to-date knowledge of regulatory changes

Posted 1 week ago

Apply

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a Financial Planner, you will have the opportunity to assist clients in achieving their financial goals and aspirations. Your responsibilities will include developing personalized financial strategies, managing client portfolios, conducting regular reviews, and providing expert investment advice. Your role is crucial in helping clients navigate their financial journey through meticulous planning and exceptional service. Client Portfolio Management - Tailor and oversee client portfolios based on their financial objectives, risk tolerance, and preferences. - Conduct regular reviews of portfolios and adjust strategies to align with clients" goals and market conditions. Financial Planning & Advisory - Develop customized plans covering investments, retirement, taxes, and estate requirements. - Offer ongoing advice and make necessary adjustments as clients" circumstances evolve. Client Communication & Relationship Building - Maintain regular communication through monthly calls, in-person meetings, and virtual sessions. - Keep clients informed about market updates, regulatory changes, and new investment opportunities. Transaction & Compliance Management - Manage KYC procedures, investment transactions, paperwork, and documentation. - Work closely with internal teams to ensure accurate and timely execution. Reporting & CRM Maintenance - Prepare review reports comparing current positions with initial plans and recommend refinements. - Keep detailed records in CRM systems tracking interactions, plan progress, and transactions. Training & Development - Stay updated on financial regulations, products, and industry trends. - Share knowledge with colleagues and assist in onboarding new team members. Requirements: - Bachelor's degree in Finance, Accounting, Economics, or a related field. - CFP certification or equivalent is preferred. - Minimum of 3 years of experience in financial planning or client-facing wealth roles. - Proficiency in Excel and financial planning tools. - Familiarity with Zoho CRM or similar platforms. - Strong communication skills with the ability to simplify complex financial concepts. - Detail-oriented, analytical, and proactive problem-solver. - Comfortable working independently and collaboratively. Join a fast-paced and client-focused financial planning environment offering an exceptional opportunity to build and nurture comprehensive client relationships. Benefit from a supportive culture that emphasizes continuous learning, training, mentorship, and peer insights. The vibrant office location in Chembur, Mumbai adds to the dynamic work environment. Apply now by sending your resume to the provided email address.,

Posted 1 week ago

Apply

0.0 - 3.0 years

0 Lacs

chennai, tamil nadu

On-site

As a Trade Operations - FX/MM professional at UST based in Chennai, your main responsibility is to ensure timely completion of all assigned transactions and tasks. It is crucial to follow up and escalate any issues as needed. Effectively managing your workload and seeking guidance from senior team members when necessary is key to success in this role. Additionally, resolving queries or discrepancies in stock and cash and escalating unresolved issues based on specific criteria is part of your daily tasks. Taking full ownership of additional tasks and projects and completing them within agreed timeframes is expected. Proactively handling client and stakeholder queries with clear and timely communication is essential. Following internal procedures diligently, reporting any risks or concerns, and actively sharing ideas to enhance efficiency and service quality are also important aspects of this role. Collaborating with your team to maintain a positive work environment is crucial for success in this position. The ideal candidate for this role should have a strong attention to detail and be proficient in using Microsoft Excel. Knowledge of derivatives and collateral management would be advantageous. Experience in trade operations across various asset classes, familiarity with SWIFT messaging standards, and understanding of corporate actions and income processing are desirable. Previous experience using the Aladdin platform and awareness of operational risks throughout the transaction and asset lifecycle would be beneficial. To excel in this role, you should have a willingness to continuously learn about transaction services and related processes. The ability to plan your workload effectively, make sound decisions in routine situations, and report any identified issues promptly are essential for success. Your role will involve asset servicing, transaction management, and trade finance operations. Join UST, a global digital transformation solutions provider, and work alongside the world's best companies to make a real impact through transformation. With over 20 years of experience, UST partners with clients from design to operation, embedding innovation and agility into their organizations. With a workforce of over 30,000 employees in 30 countries, UST is committed to building for boundless impact, touching billions of lives in the process.,

Posted 1 week ago

Apply

2.0 - 6.0 years

0 Lacs

chennai, tamil nadu

On-site

As a Trade Operations Securities and Repo professional with 2 to 4 years of experience, your role will involve ensuring timely completion of all assigned transactions and tasks. You will be responsible for organizing and prioritizing your workload efficiently, with the ability to escalate issues when necessary. Investigating and resolving stock or cash mismatches will be a key part of your responsibilities, including escalating unresolved issues based on specific criteria. You will take ownership of additional tasks or assigned projects, ensuring they are completed within agreed timelines. Responding to client and stakeholder queries in a clear, timely, and professional manner is crucial. Following internal policies and procedures accurately, reporting risks or concerns with integrity, and contributing to continuous improvement initiatives will be expected from you. Additionally, you will be required to develop and maintain strong relationships with internal teams, portfolio managers, dealers, and external partners to support seamless daily operations. Key Skills and Behaviours Required: - Proactively seek to deepen your knowledge of transaction processes - Contribute to process improvements and challenge inefficiencies - Effective workload management even when priorities shift - Make sound decisions in day-to-day operations with the ability to escalate when complexity exists - Strong time management and deadline adherence - Act as a mentor and knowledge resource for junior colleagues - Clearly report and escalate any issues identified on the same day Essential Knowledge & Experience: - Experience using the Aladdin platform - High level of attention to detail - Proficiency in Microsoft Excel Additional Useful Experience: - Working knowledge of derivatives and collateral management - Experience in trade operations across various asset types (e.g., equities, fixed income, FX, money markets) - Familiarity with SWIFT messaging standards - Understanding of corporate actions, including mandatory and voluntary events, and income processing - Awareness of operational risks across the transaction and asset servicing lifecycle Core Skills: - Asset Servicing - Transaction Management - Trade Finance Operations About UST: UST is a global digital transformation solutions provider that partners with clients to make a real impact through transformation. With deep domain expertise, innovation, and agility, UST collaborates with clients from design to operation. UST's global team of over 30,000 employees in 30 countries builds for boundless impact, touching billions of lives in the process.,

Posted 1 week ago

Apply

2.0 - 6.0 years

0 Lacs

chennai, tamil nadu

On-site

The Trade Operations - FX/MM role in Chennai requires someone with 2 to 4 years of experience. Your key responsibilities include ensuring timely completion of assigned transactions and tasks, escalating issues when necessary, organizing work effectively, resolving stock or cash mismatches, taking responsibility for extra tasks or projects, handling client and stakeholder inquiries professionally, following internal procedures carefully, reporting risks or concerns honestly, sharing ideas to improve efficiency and service quality, collaborating with your team to create a positive work environment, and building strong working relationships with other teams, portfolio managers, dealers, and external partners to support daily operations. You should always be eager to learn more about transaction processes, actively involved in improving daily workflows, able to plan and prioritize work effectively, make sound decisions in routine situations, manage time efficiently, be a subject expert and mentor junior team members, and report any issues clearly and promptly on the same day they are identified. Essential knowledge and experience for this role include experience using the Aladdin platform, strong attention to detail, and skills in Microsoft Excel. Additional useful experience includes knowledge of derivatives and collateral management, experience in trade operations across asset types such as equities, fixed income, FX, money markets, familiarity with SWIFT messaging standards, understanding of corporate actions, including mandatory/voluntary events and income processing, and awareness of operational risks in the transaction and asset lifecycle. The required skills and behaviors for this role include asset servicing, transaction management, and trade finance operations. UST is a global digital transformation solutions provider that partners with clients to embed innovation and agility into their organizations. With over 30,000 employees in 30 countries, UST aims to make a real impact through transformation and touch billions of lives in the process.,

Posted 1 week ago

Apply

7.0 - 12.0 years

5 - 12 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

Work from Office

Role Objective: The incumbent is responsible for implementation of sales strategy and business development towards growth of the Direct Sales segment. The primary focus is on prospecting new accounts for the assigned projects and geographies, towards meeting revenue goals. The role requires consistently identifying leads, seeking business opportunities and developing strong client relationships towards effective sales. A significant responsibility is to build a database of prospects for our luxury segment and deliver significant throughput from the same. The incumbent is expected to be a brand representative and support the Team Lead in all client interactions and negotiation process. Key Responsibilities: Business Development Consistently identify and qualify leads in designated markets to achieve set personal targets. Initiate leads through B2B and B2C sales calls and by leveraging Lodha Groups existing network to understand their property requirements Deliver sales numbers as per business plan, both in terms of sourcing and closing - ensure completion of sales targets on a consistent basis through the year Ensure cross-selling to enhance sales value productivity with existing customers Client Relationship Building Actively follow through on potential customers based on their specific requirements. Possess in-depth product knowledge (and micro information at project level) and communicates the same effectively to prospects. In collaboration with the Team Lead, meet with prospects, organize and conduct site visits and strive to establish a strong client relationship with an aim to convert from proposal to definite status Play a key role during various stages of customer engagement till delivery and provide support for query resolution Industry Awareness Keep abreast with relevant competitor details including price movements, construction activity, key trends and market dynamics Network effectively with peer teams and industry contacts to stay updated on key trends, developments, market dynamics and potential business opportunities. Liaison with various departments to get deeper product knowledge. Team Collaboration Support peer teams for effective deal closure, ensuring required documents (legal agreements, billing, credit etc.) are in place and monitoring collections for designated accounts Coordinate with various departments (Customer Care, Sales Peer Teams etc.) to ensure exceptional customer service Systems and Process Compliance Maintain accurate records for designated accounts and share regular updates with the Team Lead and Segment Head Maintain thorough adherence to SFDC and lead tracking mechanisms as required Ensure highest standards of compliance to Lodha Groups policies, processes and value structure

Posted 1 week ago

Apply
Page 1 of 5
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Featured Companies