Looking for an AVP/VP - Infra Investment Banking working under Sandeep Upadhya. We are looking for someone with strong execution experience with financial modeling, making presentations, collaterals etc. Should have decent experience in Roads, Railways, Ports, Transportation etc. Mumbai based role
Investment Banking, Financial Modeling, Making Presentations,
Startup Advisory Services
Experience Not Provided
Mumbai, Maharashtra, India
Looking for prospective candidates with 15 years of experience in Financial Planning & Analysis. He should have experience in managing the function at the corporate level as well as a sound understanding of manufacturing costing. He should be strong in stakeholder management.
Stakeholder Management, Financial Planning, Financial Analysis,
Financial Analysis
Experience Not Provided
Hyderabad, Telangana, India
FP&A's responsibilities are the financial support for the strategic plan; run future financial projections; budgeting, forecasting, reporting and control of the P&L; cash flow and capital adequacy management; scenario analysis and risk management support; and project reporting and investment appraisal.
Cash Flow, Project Reporting, Risk Management Support, Financial Analysis, Variance Analysis, Financial Reporting, MIS Reporting, Financial Modelling
Financial Planning
Experience Not Provided
Mumbai, Maharashtra, India
Must have an end-to-end process knowledge for GL/FA and good understanding of OTC and PTP encompassing overall accounting as the area. Proficient with MS Excel and reporting tools. 6-8 years of accounting experience.
Financial Analysis, Financial Reporting, Financial Planning, Financial Analyst, Budgeting
Financial Analysis
Experience Not Provided
Pune, Maharashtra, India
Risk and Control Objective Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Policies and Policy Standards. Working Flexibly We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility then please discuss this with the hiring manager. Introduction lunched 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. We are looking to hire an experienced Private Banker to acquire, develop and service a portfolio of clients across the ultra-high net worth space. What will you be doing? New Business Origination Identify, develop and secure new relationships through personal and client referrals, Group internal networks and corporate and investment banking sources. achieve personal targets for new clients, assets and revenues. Client Relationship Management Maintain highest levels of service and delivery to existing clients at all times. Key contact for all investment advice and client queries. Key interface between clients and other parts of Private Bank Governance and Control Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model. What We’re Looking For 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 Skills That Will Help You In The Role 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 Where will you be working? Kolkata Each day is about being more – as a professional, and as a person. ‘represents our core promise to all current and future employees. It’s the characteristic that we want to be associated with as an employer, and at the heart of every employee experience. We empower our colleagues to Be More Globally Connected, working on international projects that improve the way millions of customers handle their finances. Be More Inspired by working alongside the most talented people in the industry, and delivering imaginative new solutions that are redefining the future of finance. Be More Impactful by having the opportunity to work on cutting-edge projects, and Be More Valued for who you are. Interested and want to know more ? Purpose, Values and Mindset 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. Respect We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution. Integrity We operate with honesty, transparency and fairness in all we do. Service We act with empathy and humility, putting the people and businesses we serve at the centre of what we do. Excellence We champion innovation, and use our energy, expertise and resources to make a positive difference. Stewardship We prize sustainability, and are passionate about leaving things better than we found them. Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive. Empower Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure. Challenge Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints. Drive Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.
Client Service, Financial Advisory, Financial Analysis, Financial Planning, Portfolio Management, Private Banking, Financial Services, Investment Banking, Financial Planning, Financial Management, Wealth Management, Sales, HNI clients acquisition
Financial Advisory
Experience Not Provided
Kolkata,Mumbai, Maharashtra, India,Delhi, India,Pune, Maharashtra, India,Bangalore, Karnataka, India,Chennai, Tamil Nadu, India
Job Description: Summary: We are seeking skilled and motivated Data Analysts and Lead Analysts to join our team on a contract basis. These positions are responsible for data analysis, modeling, and reporting to support critical business decisions. If you have a strong analytical mindset, proficiency in advanced Excel, knowledge of MySQL, and experience with data modeling and Power BI, we encourage you to apply. Positions Available: Data Analyst (6 positions) Lead Analyst (2 positions) Experience and Compensation: Data Analyst: 3 to 5 years of experience, Lead Analyst: 5 to 7 years of experience, Work Location: Ambattur office (Transportation Cab available) Contract Duration: 3 to 6 months, with resources under Flexc payroll. Key Responsibilities: Data Analysis: Analyze large datasets to extract meaningful insights and trends, enabling data-driven decision-making. Data Modeling: Develop and maintain data models to support various analytical and reporting needs. Excel Expertise: Utilize advanced Excel and VBA (preferred) to create complex reports, dashboards, and automate data-related processes. Database Skills: Proficiency in MySQL at an intermediate level to extract, manipulate, and manage data. Visualization: Create interactive dashboards and reports using Power BI or similar tools for effective data presentation. Qualifications: Bachelor's degree in a related field (e.g., Statistics, Computer Science, Business). Strong analytical and problem-solving skills. Excellent communication and teamwork abilities. Proven experience in data analysis and reporting. Familiarity with SQL and data manipulation. Advanced Excel skills with VBA experience (preferred). Proficiency in Power BI or similar data visualization tools.
Data Analysis, Power BI, Excel, Data Modeling, MySQL, Data Visualization, Maintain Data, SQL, Data-Driven, Data Presentation, Computer Science, Data Manipulation
Information Technology
Intermediate (6-10 years)
Chennai, Tamil Nadu, India
regularly meeting with investment analysts and company managers to discuss financial matters researching companies gathering information reading financial briefings (often written by investment analysts) making informed financial recommendations and decisions keeping knowledge up-to-date about the UK economy, current financial news and financial markets assessing and interpreting complicated financial information liaising with clients.
Financial Markets, Fund Management, equity markets, long term equity,
Financial Advisory
Experience Not Provided
Mumbai, Maharashtra, India
We are looking for an experienced Chief Financial Officer or CFO to perform effective risk management and plan the organization’s financial strategy. A CFO must be well-versed in all aspects of financial management ranging from simple accounting to broad investment and banking operations. Responsibilities · Drive the company’s financial planning. · Perform risk management by analyzing the organization’s liabilities and investments. · Decide on investment strategies by considering cash and liquidity risks. · Control and evaluate the organization’s capital structure. · Ensure cash flow is appropriate for the organization’s operations. · Supervise all finance personnel (controllers, treasurers, etc. globally · Manage vendor relationships. · Prepare reliable current and forecasting reports. · Set up and oversee the company’s finance IT system. · Ensure compliance with the law and company policies. · Hands-on experience in defining, strategizing, and implementing new systems and processes from scratch. Requirements and skills · In-depth knowledge of corporate financial law and risk management practices. · Excellent knowledge of data analysis and forecasting methods. · Proficient in the use of MS Office and financial management software (e.g., SAP, ERP). · Ability to strategize and solve problems. · Strong leadership and organizational skills.
Financial Management, Financial Strategy, Risk Management, Capital Structure, Investment Strategies, Financial Law, Cash Flow, Finance IT System, Data Analysis, Company Policies, ERP
Accounting
Experience Not Provided
Mumbai, Maharashtra, India
The Citigold Relationship Banker is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: Client Account Management Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs. Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration Ensure coverage of all relationships through customer engagements, risk profiling and financial planning. Organize CG customer events to enhance customer bonding. Acquire new CitiGold customers through converting referral leads. Compliance, Risk & Controls Ensure that KYC/AML and other compliance norms are strictly adhered to. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 6-10 years of experience Ability to manage relationships both internal and external; Ability to multi-task Mandatory certifications as required for selling financial products Education: Bachelor's/University degree, Master's degree preferred On March 30, 2022 , Citi reached an agreement with Axis Bank for the sale of Citi’s consumer businesses in India. The transaction is expected to close in the first half of 2023. As this particular role operates within the scope of Citi’s consumer businesses, the candidate will be initially required to apply to this requisition and thereafter if selected will have to apply on Axis portal (link will be shared to successful candidates). Once the candidate applies on Axis portal, the requisition will thereafter be processed by Axis Bank. By applying to this requisition, you agree and provide your consent to us to share all your information including your personal and sensitive data with Axis Bank. You further agree that once you have applied on Axis portal, you will be offered employment with Axis, and you shall not raise any claim of employment with Citi for the reason of initially having applied to Citi requisition -------------------------------------------------
Client Account Management, Product Penetration, Financial Planning, Asset Allocation, Risk Profiling, KYC, Customer Needs, sales, Portfolio Management, Financial Advisory
Financial Advisory
Experience Not Provided
Delhi, India,Mumbai, Maharashtra, India,Pune, Maharashtra, India,Bangalore, Karnataka, India,Kolkata, West Bengal, India
Risk and Control Objective Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Policies and Policy Standards. Working Flexibly We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility then please discuss this with the hiring manager. Introduction lunched 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. We are looking to hire an experienced Private Banker to acquire, develop and service a portfolio of clients across the ultra-high net worth space. What will you be doing? New Business Origination Identify, develop and secure new relationships through personal and client referrals, Group internal networks and corporate and investment banking sources. achieve personal targets for new clients, assets and revenues. Client Relationship Management Maintain highest levels of service and delivery to existing clients at all times. Key contact for all investment advice and client queries. Key interface between clients and other parts of Private Bank Governance and Control Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model. What We’re Looking For 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 Skills That Will Help You In The Role 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 Where will you be working? Kolkata Each day is about being more – as a professional, and as a person. ‘represents our core promise to all current and future employees. It’s the characteristic that we want to be associated with as an employer, and at the heart of every employee experience. We empower our colleagues to Be More Globally Connected, working on international projects that improve the way millions of customers handle their finances. Be More Inspired by working alongside the most talented people in the industry, and delivering imaginative new solutions that are redefining the future of finance. Be More Impactful by having the opportunity to work on cutting-edge projects, and Be More Valued for who you are. Interested and want to know more ? Purpose, Values and Mindset 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. Respect We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution. Integrity We operate with honesty, transparency and fairness in all we do. Service We act with empathy and humility, putting the people and businesses we serve at the centre of what we do. Excellence We champion innovation, and use our energy, expertise and resources to make a positive difference. Stewardship We prize sustainability, and are passionate about leaving things better than we found them. Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive. Empower Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure. Challenge Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints. Drive Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.
Financial Advisory, Portfolio Management, Wealth Management, private banking, Sales, Private Banking, Financial Services, Investment Banking, HNI clients acquisition, Financial Sales
Financial Advisory
Experience Not Provided
Kolkata,Delhi, India,Mumbai, Maharashtra, India,Pune, Maharashtra, India,Bangalore, Karnataka, India