Job Role: Operations Team Member o Managing Booking/Authorization of structured loans o Due generation on billing date o Managing accurate and timely recording of disbursement and repayments. o Updation of loan renewal terms in LMS system o Ensuring accuracy of Interest billing o Overdue management Putting in place appropriate processes to ensure o Fast and accurate customer service delivery. o Foreclosure calculation o Recording and reconciliation of TDS in System Handle Internal, Statutory and RBI audit Manage collateral/cross collateral and issuance of NOC/NDNC. Observance of regulatory and procedural compliances Managing Bank Reconciliation Pledging / Unpledging of Share, Lien marking of mutual fund units, Redemption of Mutual fund. Knowledge of LMS system (Pennant) will be added advantage Automation of processes and System enhancements Regulatory reporting and MIS Job Requirements: Should have experience in Operations of Wholesale products. At least 5-6 years of experience of managing Operations and other financial products. Experience of working on wholesale lending will be an added advantage. Working knowledge of KYC verification and RBI norms applicable to lending business. Knowledge on various risks involved in handling various systems Knowledge of Commercial Real estate financing and Corporate Loan. Should have ability and experience of working on Loan Management systems. Sound knowledge in MS office. Familiar with loan documentation is must. Should be Graduate / MBA / CA Inter Personality Traits: Good Organizational Discipline and team player Process orientation and error free execution of Tasks Assigned Eye for detail and diligent
Reconciliation, Bank Reconciliation, Loan Documentation, KYC, Wholesale Lending, Loan Management Systems, Regulatory Reporting, Customer Service Delivery, Commercial Real Estate, Mutual Fund, MIS, LMS System, Process Orientation, MS Office, System Enhancements
Accounting
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
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
Job Purpose Management of Trade Finance operations in the branch as per laid down process and guidelines. Reporting deviations as per bank policy and ensure smooth and flawless operations at all the time. Processing of Trade Finance transactions Voucher/Record management System security Grade : E1 E2 E3 Job Responsibilities(JR) : 6 – 8 Areas Actionable (4-6) Direct Recourse under Letter of Credit : Generations of Business Object report on a daily basis. Follow up of Payment etc. Follow up For Payment/Past Due Obligations from Letter of Credit Opening Bank. To ensure that tracers (Acceptance/Payment) are properly sent. Scrutiny of Bills. Authorization of the bills inputted for all events. Raising/Tracking for Exception approval. To ensure that discrepancy message regarding documents, if any, is properly conveyed to the client. Tracking of rate of interest/handling charges etc. approvals for discounting of Bills. In case Acceptance received has single signature, Branch Visit Report (BVR) needs to be performed. ( instead of BVR : necessary process note to be followed ) Monitoring SMFS Acceptance For physical acceptance, need to arrange/check for signature verification. ( instead of BVR : necessary process note to be followed ) Telephonic verification of acceptance which are received through courier/post. Tracking of Post Due Obligation Bills. Maintaining Margin money details. Monitoring of General Ledger Consistency report for the entries posted in Flexcube Corporate and Flexcube core system. This would be redundant after having moved into New FCUBS Remitting Funds through RTGS/NEFT for Inland payment Conduct client meetings as mandated. Refund of Interest in case of pre-poned payments post proper check, If client claims. To ensure proper safe keeping of documents. Maintaining of tracker for signature verification of banks and Bank Visit Report (BVR) expiry, proactively get the fresh Signature Verification and BVR done prior to expiry. Periodic physical verification of Direct Recourse Under Letter of Credit Outstanding Documents. To ensure that processes are followed properly. Ensure complete, immediate response to client queries. Fortnightly review of Bills booked in order to check MIS & other details related to the transactions booked. Export Collection/Discounting/Loans/Liquidation – Authoriser : Generation of Outstanding Bills report from related system (OBIEE) on weekly basis - for approval to be taken for outstanding bill as per Board Note. Generation of Past Due Obligation Bills report from OBIEE system on daily basis. Generation of Outstanding Loans Report from OBIEE system on daily Basis Checking of Office of Foreign Assets Control list/Specially Designated Nationals list. Scrutiny of Bills received for processing. Authorisation of Bill in Flexcube Corporate system. Checking of Country Risk as per Grid provided by Credit and Market Risk group. Updation of Status Holder Certificate received. Raising/Tracking of Approval Mails sent to business. Monitoring of General Ledger and Deferred account/s. Monitoring of Converter utility and outstanding entries in Nostro accounts. Monitoring of disposal as per mail received from Relationship Manager/Corporates/Service desk. Preparation of Quality Initiative Group data on daily/monthly basis and provide to Central Processing Unit Trade Finance. Meetings to be held with client/Relationship Manager to educate them for reducing First Time Not Right cases. Monitoring updation of inward messages in FCC received in inward tracker. Half yearly Export Outstanding (XOS) reporting. Monitoring of calculation of interest and refund of correct amount of interest at the time of booking and liquidation. Updation and circulation of charges approval in Trade Stream and amongst team members. Liaising with RBI for cases referred to them. FRMS check for all the bills booked FIRC utility check for all the bills booked wherein part funds received EDPMS check for Shipping Bills Fortnightly review of Bills booked in order to check MIS & other details related to the transactions booked. Ensuring RBP check for ROI Ensuring Subvention check for Interest Equalisation Schemes Ensuring charges are taken as per requisite approval Tracking of Inward Messages Sending cases to RBI for approval. Letter of Credit – Authoriser : Scrutinize Letter of Credit application. Perform signature verification. Ensure consistency of documents/clauses/details. Check internal guidelines, FEMA regulations, Foreign Assets Control list/Specially Designated Nationals list, Harmonised System of Nomenclature Code. Check Outstanding Post Due Obligations. Check Credit Appraisal Memo for conditions. Check Limits in system, if available. If not available, raise the request to concerned team i.e. Business Banking Operations, Credit Administration Department etc. Raise discrepancies to customer and liaise for resolution. If any internal approvals are required, raise the same to Credit/Business/Operations etc. Follow-up for limits/internal approval/discrepancy resolution with customer. Authorize the Letter of Credit contract inputted in system. Authorize Letter of Credit in Swift. Check if authorized Letter of Credit's have stuck in Swift Screening and clearance of the same. Ensuring transactions are processed within defined TAT. Checking of swift messages received in inward tracker and informing/taking necessary actions. Updating pricing/charges approval in system. Responding to various MIS/preparing MIS. Educating customer/Relationship Manager, to increase First Time Right transactions. Attending Internal Audit and responding to their queries. Monitoring of General Ledger/Suspense accounts. Fortnightly review of Bills booked in order to check MIS & other details related to the transactions booked. Guarantees – Authoriser : Vetting of the Bank Guarantees. Authorisation of Bank Guarantee issuance, Amendment, Cancellation, Invocations. Signing of Bank Guarantee issuance, Amendment, Tracers and other written communication. Monitoring, tracking and conducting follow up towards Bank Guarantee Invocation cases (both conditional and unconditional). Liaising and interacting with Customers, Relationship Managers for their queries/doubts. Conducting customer meetings as mandated. Liaising and following up with internal depts. viz. Credit, Credit Administration Department, Business Banking Operations, Legal etc. Providing complete service as per Service Level Agreement to different Business verticals. To clear the document deferrals so that transactions can be processed. Training and guidance to team members and Relationship Manager/s. Maintenance of Ticklers for charges Maintenance of file for invocation & fortnightly review of the same. Fortnightly review of Bills booked in order to check MIS & other details related to the transactions booked. System Security : To ensure there is no sharing of system passwords in the section. To ensure that the process for password handover/takeover is followed. To ensure timely servicing of all equipment and testing of backup systems. Voucher Management : To manage all vouchers and records as per laid down guidelines. Archive, Print and file approval mails for Referrals. To ensure that rubber stamps are affixed as prescribed. Timely processing of all records in the RMS/Archival system as per laid down guidelines. To liaise with Record management Agency for storage/retrieval of records. Other Responsibilities : Error-free operations. Clean Audits and Compliance Team handling, grooming and motivation. Contributing ideas and suggest process simplifications/improvements. Ensure and build internal control mechanism to prevent frauds, errors. Ensure training at regular intervals to staff at various levels. Investigate customer complaints and analyze, send response and resolve the same under intimation to seniors. Investigate errors/lapses and inform seniors scrupulously. Procure relevant approvals from seniors. Liaison with internal customers for resolution of issues. Maintain good liaison with all stake holders. Take up issues relating to infrastructure, utilities, systems. Cost management. Ensure smooth implementation of new systems, enhancements, migration. To identify/escalate cases of potential misuse of the banking systems. Participate in various Corporate Social Responsibility activities of the bank. Ensure timely handover of systems. Maintain relevant registers and documents. Suspense/General Ledger accounts monitoring. Store all security documents, instruments, etc. in FRFC under dual custody. Ensure generation of all the relevant reports for all the functions. To convert customer on digital platform. Co-ordination with external agencies, vendors, system support teams. Management of staff leaves, absenteeism, replacements, exigencies. Efficiency management. Any other responsibilities entrusted from time to time. Educational Qualifications (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) Key Skills(examples listed below) Banking Product & Process Knowledge Regulatory Knowledge Planning and Organizing Skills Communication IIBF certification in Foreign Exchange & CTF Knowledge of Competition & Current trends in
Trade Finance, Record Management, System Security, Flexcube, MIS, Client Meetings, General Ledger, OBIEE, Physical Verification
Other
Intermediate (6-10 years)
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
Looking for a Senior Seasoned Coverage Banker for Advisory business, working closely with Ramnish - President, IB. Open for any sector exp. Should bring in strong Origination Skills.
End-to-End Fund Raise, Investment Advisory,
Startup Advisory Services
Experience Not Provided
Mumbai, Maharashtra, India