Looking for avp - for New Age Tech/New Economy group. reporting to Sam Kamath. 2 open positions - 1 for Mumbai & 1 for Bangalore.
M&A, Private Equity, Fund Raising
Investment Banking
Experience Not Provided
Mumbai, Maharashtra, India,Bangalore, Karnataka, India
Develop and implement engagement strategies and loyalty programs targeted at mutual fund distributors, family offices, and wealth counters. This a national role Collaborate with the sales team (PAN India, NDs and Wealth counters) to identify key objectives and align engagement initiatives with business goals. Generate innovative engagement ideas to drive customer loyalty and improve business performance. Coordinate and execute engagement activities, events, and campaigns in collaboration with internal and external stakeholders. Collaborate with the technology and analytics team to build a measurement dashboard for tracking the business impact and effectiveness of engagement programs. Analyze data and generate reports on a regular basis to evaluate the success and impact of engagement initiatives. Present findings and recommendations to various stakeholders, including senior management, sales teams, and clients. Stay updated on industry trends and best practices in engagement and loyalty programs to drive continuous improvement. Establish strong relationships with mutual fund distributors, family offices, and wealth counters to enhance engagement and loyalty.
Mutual Fund, Business Goals, Analyze Data, Generate Reports,
Other
Experience Not Provided
Mumbai, Maharashtra, India
Entity Centrum Wealth External Title Equity Advisor Educational Qualification MBA/CA/CFA Job location Centrum House, Mumbai (Kalina) Key Responsibility Areas (indicative) Manage portfolios of UHNI/Corporate clients on Equity Advisory /NDPMS Platform Conduct fundamental research on companies covered & use those in client portfolios as per their profile Support the desk & RMs in the acquisition & management of new direct equity assets Quality Advice on client portfolios under management and restructuring for existing & new ones Regular reviews & realignment in line with the desk thought process Process improvement & innovation for the desk Pre Requisites Passionate about equity markets, long term orientation & understanding of fundamental research, prior experience of research/advisory/fund management/equity counselling, team player to the core
Manage Portfolios, Fund Management, equity advisory, stock selection, Client meetings,
Financial Advisory
Expert (10+ Years)
Mumbai
Looking at someone with 18-20 years of experience, for a Head/MD role - Investment Banking. Primary products to be covered - M&A, PE & ECM. Mumbai based role. Across sectors.
M&A, Fund Raising, ECM,
Investment Banking
Experience Not Provided
Mumbai, Maharashtra, India
· Meet the critical distributors on predefined frequency, foster relationships, and deliver exemplary service experience to our distributors. · Effective Tracking of all the queries and ensure thorough NIGO checks · Effective use of data, MIS by adding value by creating talking points during all scheduled interactions with the distributors. · Answers queries including but not limited to processing of transactions, processes, regulatory & compliance guidelines from distributors, financial advisors and other interested parties either from an incoming call or an outgoing returned call. · Keeps abreast of current market conditions, fund and company policies, investment and tax law changes, compliance requirements, and all other procedural information in a constantly changing environment. · Adheres to all legal requirements (compliance rules) while servicing distributors. · Maintain effective channels of communication with all CAMS/KARVY POS for effective delivery of services to our distributors. · Share monthly statistics with distributors on error trends at their level (Monthly Distributor Service Level Report) · Preparation of monthly MIS to error trends and measure improvement · Be flexible for switching job profile within the team. · Should be a good team player. · Build a good rapport with the stakeholders. · Need to take care of operational activities of the branch.
MIS, Company Policies, Compliance Requirements, POS, Operational Activities, Customer Service
Customer Support
Junior (3-6 years)
Mumbai, Maharashtra, 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
PURPOSE OF THE ROLE The Head of Investor Relations is responsible for ensuring the company is appropriately and strategically positioned with analysts, investors, and all stakeholders. KEY RESPONSIBILITIES AND ACCOUNTABILITIES OF THE ROLE · Develop investor confidence and belief in the company’s vision and strategy for delivering shareholder value through right Investor Relations Strategy · Target, attract and retain right shareholders that would help to get the right valuation for the company · Create and manage strong reputation of the company and function by demonstrating consistent and clear communication between internal and external parties · Manage quarterly earnings meet / calls along with conceptualising and executing other key investor relation activities · Manage relationships with ‘Sell’ side research houses and ‘Buy’ side analysts / fund managers / CIOs and FII investors; · Work with CFOs and CIOs of other listed group companies to implement uniform group IR policies and processes · Provide insights on market activity to the leadership team · Analyse and present financial trends, competitor behaviour, shareholder concerns, and anything else that could impact the business valuation / reputation · Work with Head of Compliance / Regulator to ensure compliance on regulatory matters · Help preparing company’s annual report another statutory reports, as may be required from time to time Educational Qualification: CA / MBA from premier management institute Experience : 15-20 years plus, with at least five years in areas related to investment, Investor Relations, etc., FUNCTIONAL SKILLS · Strong business acumen and understanding of business strategy; prior experience in Auto and farm related businesses would be an advantage, though not necessary; · Knowledge of financial models, financial ratios and valuation techniques · Understanding of stock market and network with various market participants · Understanding of regulatory environment regarding secondary market investments · Understanding of ESG issues that are important from investor’s point of view BEHAVIOURAL COMPETENCIES · Ability to build strong relationships / networks · Self-starter with proven track-record · Strong communication skills
Investor Relations, Valuation Techniques, Financial Models, Annual Report, Secondary Market,
Financial Reporting
Experience Not Provided
Mumbai, Maharashtra, India
` Annexure I : ABG Job Description Template ` HayGroup Job Description Template 2017 Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Grasim – Birla Paints Division Unit Paints – HO Location Mumbai Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job Lead Commercial - Marketing + CX Reports to: Poornata Position Title CFO Function Marketing & CX Reports to: Function Department Marketing & CX Reports to: Department Designation of the Employee Designation of the Manager Date of writing/updation of JD 24.3.2021 ` Annexure I : ABG Job Description Template ` HayGroup Job Description Template 2017 1) Job Purpose: Write the purpose for which the job exists (in 2-3 lines) To provide financial and commercial leadership to the marketing team on commercial matters. 2) Dimensions: Mention quantitative or qualitative parameters that are relevant for the job and provide a better understanding of the scope and scale of the job. Business Workforce Number Unit Workforce Number Function Workforce Number Department Workforce Number Other Quantitative and Important Parameters for the job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other parameter 3) Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section 1. Ensure clear and timely resolution of contractual and commercial issues despite tight timelines. 2. Support development of strategic plans, create financial returns and business growth. 4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas) Key Result Areas Supporting Actions Support development of Marketing plan and budget • Liaison with Head CX and Head Marketing to support the overall marketing planning and budgeting exercise, providing inputs the marketing team on commercial matters. • Support the overall marketing planning and budgeting exercise, providing inputs to Category Heads and the Head Marketing on commercial matters. ` Annexure I : ABG Job Description Template ` HayGroup Job Description Template 2017 Support marketing team to execute all marketing related initiatives • Support the marketing team on dispatches and storage of POS and branding merchandise. • Generate and share commercial data as required from time to time to the marketing team for their analysis. Monitor and drive compliance to CX and marketing SOPs • Conduct regular review compliance to SOPs on marketing processes, pricing, and schemes; and highlight deviations, if any, to the Marketing Head. • Monitor compliance of GST regulations and reconciliation. • Ensure periodic audits for monitoring compliance. • Implement and review internal control systems to ensure proper accounting. • Conduct periodic audits of the pay-outs v/s budgets and highlight any deviations to the Marketing Head. Manage vendors to enable execution of marketing related activities within timelines • Perform evaluations and reference checks to ensure superior quality of vendors within budget while sourcing them. • Manage vendors to ensure smooth and timely execution of the project by effectively tackling interpersonal issues, and commercial issues. • Onboarding, managing, and ensuring compliance for all vendors including process handholding of raising POs, advances etc. • Track outstanding invoices as well as open advances. • Ensure timely bill clearance of vendors. Build cross functional synergies with other teams to enable successful implementation of Commercial related initiatives • Share Commercial issues with relevant internal stakeholders across functions. • Create processes and synergies for periodic execution of commercial related activities across functions. 5) Job Purpose of Direct Reports: Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report) ` Annexure I : ABG Job Description Template ` HayGroup Job Description Template 2017 6) Relationships: Describe the nature and purpose of most important contacts or relationship (except superior/team members) with individuals, departments, organizations inside and outside of the organization, that job is required to interact with in order to deliver the job objectives Relationship Type Frequency Nature Internal Head CX Weekly Update the Head CX on Commercial action plan progress Head Marketing Weekly Update the Head Marketing on Commercial plan progress Peer Leads Weekly Regular updates and discussions External Vendors As and when required Updates and coordination 7) Organizational Relationships: Provide the structure for a level above and below the position for which this job description is written. Use position titles in the structured and indicate all the reports of the position. SIGN-OFF: Provide the name of the Manager and the jobholder. Signature needed for the hard copy of the JD. Hard copy to be maintained in the organizational record. Job Holder Reports to – Manager Name Signature (needed for the hard copy) CFO Lead Commercial –CX +Marketing
Marketing Processes, Marketing Plan, Commercial Plan, Overall Marketing, Reference Checks, Business Growth, Geography, SOPs, Manage Vendors, Review Compliance, Reconciliation, Accounting, POS, Action Plan
Financial Reporting
Experience Not Provided
Mumbai
Role : Head of Government Banking (Agency Banking) Location – Mumbai Experience – 15-18 years Job Description – [Indicative but not limited to] · End to End Ownership of multiple payment platform for customers across segments · Plan, develop and maintain the roadmap for end to end lifecycle of the platform to ensure its growth trajectory is aligned with the organization plan · Breakdown projects in sub-projects and individual milestones, Develop and maintain detailed project plan (Ensuring resource availability and allocation) to track progress against individual deliverables · Developing project scopes and objectives, involving all relevant stakeholders, dept. heads and sponsors · Ensure that all projects are delivered on-time, within scope and within budget · Extend support for any specific requirement from agencies or the Bank to evaluate customization requirements, provide data & custom reports, reconciliation support, audit & compliance · Optimize platform resource utilization and Cost management · Coordinate internal resources and third parties/vendors for the flawless execution of projects · Use appropriate verification techniques to manage project risks, changes in project scope, schedule and other resources · Measure project performance using appropriate systems, tools and techniques · Report and escalate to management as needed · Establish and maintain relationships with Clients, internal stakeholders, third parties / vendors · Create and maintain comprehensive project documentation · Definition of service level agreements (SLA) in relation to services, ensuring the SLA’s are achieved; data sanity and hygiene & client expectations are exceeded · Effectively monitor, control and support delivery, ensuring standard operating procedures and methodologies are followed · Create KPIs for monitoring and review, update tools and publish project status reports on a recurring basis · Conduct Stakeholder Presentations, reviews and report sharing as per the organizational needs · Plan and Execute Application Support activities o VA-PT o DR Drills o Server Patching o Audit Handling o End User Query Handling · Team Management o Provide guidance and direction to team members in execution of their duties effectively and in compliance with internal and external guidelines o Manage Roster and work schedule o Maintain and develop talents for taking up higher responsibilities – Technical and Non-Technical o Recruitment and Selection of Team members Key Skills / Knowledge required: 1. Experience in Channel integration (Collection, Remittance, Reconciliation and RBI Reporting), troubleshooting & support in any of the following (Mandatory) – a. CBDT b. GST c. State Taxes d. CBEC e. Other Agency Business 2. Implementation Exposure to Payment Technologies – Fund Transfer, NEFT, RTGS, Card Txns, UPI etc. 3. Proven Experience in delivering complex techno-functional requirements in MNC, Large Corporates or Government Projects (Preferable) 4. Proven ability to engage and manage stakeholders across the hierarchy – internally and externally 5. Experience band of 10-15 years (should not be the bar for candidates having hands-on experience in pt. 1 & 2 above) 6. Exposure to Software delivery process, ability to troubleshoot delivery issues 7. Good to have – Hands on Web Technologies and Database management skills - full stack development/ portal management experience is a definite plus 8. The role requires mature written & verbal communication skills, expertise in presentation skills and proficiency in MS-Office Tools 9. Ability to deliver while working with cross functional teams 10. Exposure to Agile Development (Scrum / Kanban) methodology 11. Experience in working in agile, fast paced & result oriented environment 12. Desired: Certified in Scrum or PMP or Other Delivery Methodologies Required Technical Skills: Serial Item Version Mandatory (Yes/ No) Purpose 1 Oracle 12c R1 (12.1.0.1) (64 Bit ) EE Yes Database Server 2 JDK 1.8.x or above Yes For compiling and executing the Product 3 Spring Boot 2.1.6 Product Middleware frame work 4 Apache Shiro 1.3.2 User Management Frame work 5 Log4J 1.2.17 Application Logging frame work 6 Itexpdf 5.5.13 To generate pdf files in application 7 Angular JS 1.8.2 UI Frame work 8 Bootstrap 3.3.7 UI Frame work for styles 9 Jquery 3.5.1 UI Frame work for event calls 10 Oracle JDBC driver 11.2.0.3 JDBC software 11 Multiple Bancs Connects Yes (any of Serial No. 11, 12 or 13) For posting bulk Transaction in CBS and works as interface between Product and CBS 12 BancsConnect Yes (any of Serial No. 11, 12 or 13) For posting simple Transaction in CBS and works as interface between Product and CBS 13 FI Yes (any of Serial No. 11, 12 or 13) For posting simple and bulk Transaction in CBS and works as interface between Product and CBS 14 Tomcat Application Server Enterprise edition/ JBoss EAP 8.5 Yes Application processing server 15 Apache httpd Webserver Enterprise edition 2.2 Application load balancer 16 Apache tomcat connectors Enterprise edition 1.2.48 Gateway between Web server and Application Server
Service Level Agreements, Project Scope, Agile Development, Agile, Apache Tomcat, Tomcat Application Server, Functional Requirements, Oracle JDBC, JDBC, Project Documentation
Information Technology
Experience Not Provided
Mumbai
ISEC is looking for a Traditional Investment Banking Tech Banker working closely with Gautam Benjamin - he is the Tech Coverage Banker. We are looking at someone at an AVP/VP level who would be focusing on Origination & Execution both. Mumbai-based role.
End-to-End Fund Raise, Investment Advisory,
Startup Advisory Services
Experience Not Provided
Mumbai