• Gather and analyze business requirements across Oracle Fusion modules (Finance, Procurement, EPM, others). • Translate business needs into detailed functional specifications, workflows, and system configurations. • Perform gap analysis between current and proposed business processes. • Coordinate with technical teams for system design, customization, and integration activities. • Facilitate UAT (User Acceptance Testing), prepare test cases, and ensure issue resolution. • Prepare documentation including BRDs, FDDs, SOPs, and user manuals. • Provide functional support post-implementation and assist users during the stabilization phase. • Work closely with cross-functional business stakeholders to ensure timely delivery of project milestones. Required Skills & Qualifications: • Bachelor’s or Master’s degree in Commerce, Business Administration, or Information Technology. • 4 – 5 years of functional experience in Oracle Fusion ERP + EPM + Procurement implementation or support. • Hands-on knowledge of at least Oracle Fusion modules: o Financials (AP, AR, GL, FA, CM) o Procurement o EPM • Strong understanding of business process mapping and requirement documentation. • Excellent analytical, problem-solving, and communication skills. • Ability to collaborate effectively with technical and non-technical teams. Preferred Qualifications: • Oracle Fusion Functional Certification preferred. • Exposure to end-to-end implementation cycles. • Basic understanding of SQL for data validation. • Chartered Accountant added advantage. • Prior experience working in financial services or BFSI domain is an added advantage. Key Attributes: • Strong business acumen and process orientation. • Excellent attention to detail and documentation. • Proactive, result-driven, and capable of managing multiple priorities in a fast-paced environment. Company Introduction Motilal Oswal Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.
• Documentation: Understand and manage loan documentation, including term sheets, credit agreements, and other relevant documents. • Tracking Investment Terms: Monitor and track key investment terms, such as financial covenants, security, and post-deal terms. • Execution Support: Provide support in the execution of deals, including documentation review, and ensuring timely and accurate completion of tasks. • Coordination: Coordinate with various internal teams (e.g., Investment, Risk, Finance) to ensure smooth deal execution. • Issuance of securities: ISIN creation, listing of the Bonds in stock exchanges and completing all processes therein • Reporting: preparation and review of investor statements and reports. Responding to investor inquiries and provide accurate and timely information. • Valuation: Work with third party valuation service providers to prepare the valuation reports for portfolio companies • Data Management: Maintaining accurate and up-to-date fund database. • Miscellaneous: o On boarding of Borrowers (Issuers) and, or counterparts by completing their KYC, AML, compliance checks etc. o Make pricing sheets of Bonds for issuance at par, discounts or premiums o Manage disbursement process from coordinating with Fund Trustee, Security Trustee and all other stakeholders o Deal confirmation / contract notes on each issuance or sell downs o Coordination with all market participants on obtainment of secondary bid/ask, solicit demand and generate demand for each secondary sell down o Calculation of taxation on each secondary trades o Proper Book keeping for each secondary trades from all compliance and regulatory perspective o Maintenance of all records for calculation of income under the issuance like coupons, redemption premiums, redemption payments for the underlying securities and requisite follow us with respective Issuers o Periodic MIS of all transactions and its further data analysis o Maintaining Master sheets for each security • Operational Efficiency and Reporting: o Process Improvement: Identify and implement process improvements to enhance efficiency and scalability. o Reporting: Coordinate and execute reporting workstreams, including track records, transaction histories, and performance reporting. o Technology/Data Projects: Facilitate the integration of technology and data projects related to private credit operations. • General Responsibilities: o Stakeholder Communication: Serve as a primary point of contact for internal and external stakeholders regarding private credit operational matters. o Knowledge Management: Maintain a strong understanding of the firm's private credit activities and processes. o Compliance: Ensure compliance with relevant policies, procedures, and regulatory requirements. o Risk Management: Contribute to risk management efforts by understanding and mitigating potential operational risks. Role Requirements 1) Qualified chartered accountant or an CA intermediate 2) 3 to 4 years of experience in a similar role in a Fixed Income Fund or in a Fund Administrator. 3) Sound mathematical skill, proficiency in Microsoft Excel, and attention to detail
Customer Support & Issue Resolution: Handle customer complaints and complex service issues in a professional manner. Ensure that all customer inquiries and issues are resolved in a timely and satisfactory manner. Monitor and analyze customer service trends and adjust processes as needed. Process Improvement: Identify areas for improvement in customer service processes and implement enhancements. Develop strategies to improve customer satisfaction and loyalty. Reporting & Analysis: Prepare and present regular reports on customer service metrics, including response times, resolution times, customer satisfaction scores, and other KPIs. Analyze customer feedback and trends to inform operational decisions and improvements. Cross-Functional Collaboration: Work closely with Finance and Sales Teams to stay informed about company offerings, new products, or updates that could impact customers. Communicate customer insights and feedback to relevant teams to inform business decisions. Collaborate with other departments to resolve customer concerns related to products, services, or policies. Ensure all customer service policies and procedures are followed accurately and consistently. Maintain Customer Relationship Management (CRM) System: Ensure accurate and timely entry of customer information, inquiries, and resolutions in the CRM system. Leverage CRM data to identify customer patterns, predict needs, and improve overall service delivery. Qualifications: Education: Post-Graduate in Finance such as CFA / MBA / CA. Bachelor's degree in Business Administration, Communications, or a related field. Experience: 5+ years of experience in customer service, with 2+ years in a Financial Service Industry. Any proven experience of driving customer satisfaction will be preferred. Strong understanding of customer service software, CRM tools, and ticketing systems. Skills & Competencies: Excellent communication, interpersonal, and leadership skills. Strong problemsolving abilities and a customer-centric mindset. Ability to handle high-pressure situations and manage multiple priorities. Analytical mindset with the ability to interpret data and make data-driven decisions. High attention to detail and a commitment to quality. Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and customer service software.
1. 1. SQL Server Expertise • Strong hands-on experience in MS SQL Server — database design, stored procedures, functions, views, query optimization, and performance tuning • Must be capable of handling large datasets efficiently 1. 2. .NET Development & Application Maintenance • Experience in developing and maintaining enterprise applications using .NET Framework (3.5+) and .NET Core • Strong in backend logic, debugging, performance tuning, and code refactoring 1. 3. Production Support & Troubleshooting • Experience in monitoring, incident resolution, job scheduling, and log analysis • Ability to ensure stability and availability of production applications 1. 4. Good to Have – API Exposure • Exposure to RESTful API development/maintenance in .NET Core is a plus • Basic understanding of request/response flow 1. 5. Experience • Minimum 4+ years in .NET & SQL development focused on backend systems, support activities, and performance optimization • Ability to work independently on enhancements, bug fixes, and support issues
We are looking for a dynamic HR executive to partner with our fast-growing Technology team. The ideal candidate is an energetic HR professional with strong exposure to tech hiring, employee engagement, HR operations, and L&D initiatives—someone who loves solving people challenges, builds trust across teams, and thrives in a fast-paced, performance-driven culture. You’ll be the go-to HR partner for our tech employees—driving recruitment, optimizing processes, addressing people issues, and supporting capability building, all while ensuring the employee experience stays world-class. Talent Acquisition & Onboarding o Manage end-to-end recruitment for tech roles across product, engineering, and IT functions. o Partner with hiring managers to define role requirements, interview strategies, and candidate experience. o Drive onboarding excellence and ensure smooth induction for new hires.
1. Student Counselling & Communication Conduct outbound calls to prospective students and parents to explain academic programs and admission criteria. Handle incoming queries via phone, email, WhatsApp, and other communication channels. Understand each student's educational background and guide them towards suitable programs at SNU. Maintain a positive, professional, and empathetic tone in all conversations. 2. Admission Support Explain the admission process, eligibility requirements, fee structure, scholarships, and important deadlines. Assist students with application submission, documentation, entrance tests, and admission formalities. Schedule counselling sessions, campus visits, or online meetings with faculty when required. 3. Lead Management & Follow-ups Manage leads received through online campaigns, walk-ins, seminars, and partner networks. Maintain accurate records using CRM or lead-management systems. Follow up with leads regularly to convert inquiries into admissions. Achieve monthly and yearly admission conversion targets. 4. Reporting & Coordination Prepare daily/weekly MIS reports on calls made, leads handled, and conversions achieved. Coordinate with the admissions, marketing, and academic teams for updated information on courses and events. Participate in training programs, open houses, seminars, and admission drives. Required Qualifications Bachelor’s degree in any discipline (Education, Management, Psychology, or related fields preferred). 0–3 years of experience in tele-counselling, admissions counselling, customer service, or sales (freshers may also apply). Key Skills & Competencies Excellent verbal communication skills (English, Hindi, and Bengali preferred). Strong interpersonal and persuasive skills. Ability to handle student queries with patience and clarity. Good knowledge of university programs and higher-education trends (training will be provided). Basic computer proficiency (MS Office, CRM tools, email communication). Target-oriented and self-motivated.
Financial Reporting & Analysis • Prepare, review, and finalize monthly, quarterly, and annual financial statements. • Analyze financial results and provide insights to management. • Ensure accuracy and compliance with Indian accounting standards and statutory norms. Budgeting & Forecasting • Lead annual budgeting and periodic financial forecasting processes. • Develop financial models supporting strategic decisions. • Monitor budget vs. actual variances and recommend corrective measures. Accounts, Taxation & Compliance • Full responsibility for finalization of books of accounts including notes. • Manage compliance for GST, TDS, and Income Tax. • Coordinate and support internal and external audits. GST Management • Filing of GST returns including GSTR-1, GSTR-3B, GSTR-9, etc. • Reconciliation of ITC with GSTR-2A/2B, resolving differences. • Handle GST audits, assessments, objections, and litigation. • Track GST law changes and update systems/processes. • Ensure correct GST classification, invoicing, and documentation. ________________________________________ Educational Qualification • B.Com + Chartered Accountant (CA) / Cost Accountant (CMA) / Company Secretary (CS) / LLB – Qualified Only
Drive business through direct sales – on the ground, face-to-face. Manage and motivate a teaam of energetic sales executives. Plan local sales strategies and make sure targets are met. Build great relationships with customers and channel partners. Keep a close eye on competition and market trends. Report daily/weekly numbers and updates to the Area Head. Who We’re Looking For Someone with 2–5 years of sales experience (life insurance or financial services preferred). A team player who can also hustle solo when needed. Good communication and convincing skills – both in English and local language. Local Panvel market knowledge is a big plus! Should be comfortable with field work – this is not a desk job.
1. Business Development & Sourcing Generate new leads and drive gold loan business in the assigned territory. Build and maintain strong customer relationships within Thrissur District. Coordinate with local influencers, traders, and jewelers for business sourcing. Achieve monthly and quarterly gold loan targets set by the bank. 2. Gold Appraisal & Loan Processing Conduct accurate and safe gold valuation using standard tools/methods. Ensure purity testing, weight verification, and risk-free appraisal. Verify customer documents (KYC, financial details) and complete loan formalities. Ensure timely disbursal and renewals of gold loans. 3. Customer Service Provide clear information on interest rates, terms & conditions, auction policies, etc. Handle customer queries and grievances promptly. Promote customer retention by offering fast, transparent, and trustworthy service. 4. Risk & Compliance Follow RBI and CSB Bank guidelines related to gold loan operations. Maintain accurate records, register entries, and MIS reports. Ensure safe custody of pledged gold ornaments. Monitor overdue accounts and support recovery/auction processes when needed. 5. Cross-Selling Identify opportunities to cross-sell bank products such as savings accounts, insurance, personal loans, and digital banking services. Required Qualifications & Skills Education Graduate in any discipline (Preferably Commerce or Finance). Experience 1–3 years of experience in gold loan operations, gold appraisal, or banking/financial services. Experience within Thrissur region is preferred. Skills Strong knowledge of gold valuation, purity checking & market rates. Good communication and customer-handling skills. Basic computer skills (MS Office, banking systems). Ability to work under targets and manage pressure. High integrity and attention to detail.
Manage end-to-end branch operations across the Tamil Nadu region and South, ensuring seamless coordination between Sales, Collections, Operations, Underwriting, and Customer Service teams. Drive business development and revenue growth through a team of Branch Sales Managers, Business Managers, and Relationship Managers. Ensure aggressive and focused efforts towards loan collections and provide efficient and empathetic customer service. Build and nurture a high-performance team by mentoring and managing Branch Managers, Credit Managers, Business Managers, and Relationship Managers. Identify and develop new strategic partnerships and distribution channels to drive consistent loan book growth. Execute effective sales promotion activities and support product launches to enhance market penetration and visibility. Ensure complete audit compliance and oversee operational integrity across all branches in the assigned territory. Collaborate with cross-functional teams to develop region-specific strategies aligned with organizational goals.
latform Maintenance & Enhancements Implement minor change requests and bug fixes for ServiceNow SPM modules, including customized functionalities for Demand Management and Project Portfolio Management (PPM). Deliver minor change requests and bug fixes for ServiceNow ITAM, including enhancements to customized screens, dashboards, and OOTB-based configurations. Manage and support ITAM processes, including: Hardware Asset Management (HAM) Software Asset Management (SAM) CMDB data accuracy and integrity Implement enhancements and fixes for customized ServiceNow ITSM (Incident Management) screens, workflows, and configurations. Maintain up-to-date documentation for operational procedures, configuration standards, and support workflows. Collaborate with key stakeholders (HQ business teams, IT operations, and other internal groups) to ensure platform functionality aligns with business processes and governance. Operations & Support Monitor platform health and performance, ensuring stable operations across SPM and ITAM modules. Perform routine system maintenance, troubleshooting, and resolution of incidents and service requests. Provide user training, onboarding, and ongoing guidance as a subject matter expert (SME) for SPM and ITAM. Support continuous improvement by identifying optimization opportunities and recommending best practices. Required Skills & Experience 5–8 years of hands-on ServiceNow development and implementation experience, with at least 2+ years specializing in SPM and ITAM. Strong understanding of ITIL processes, project management methodologies (Agile, Waterfall), and IT asset lifecycle management. Proficiency in: JavaScript, REST API integrations ServiceNow configuration (UI Policies, Client Scripts, Business Rules, ACLs, Catalog items, Workflows) Flow Designer, App Engine, and Performance Analytics Experience working with CMDB, asset models, and lifecycle workflows. Strong communication, analytical, and stakeholder management skills. Certifications (Required/Preferred) ServiceNow Certified System Administrator (CSA) – Required ServiceNow Certified Application Developer (CAD) – Preferred ServiceNow Certified Implementation Specialist – SPM or PPM – Preferred ServiceNow Certified Implementation Specialist – ITAM – Preferred
Drive business through direct sales – on the ground, face-to-face. Manage and motivate a teaam of energetic sales executives. Plan local sales strategies and make sure targets are met. Build great relationships with customers and channel partners. Keep a close eye on competition and market trends. Report daily/weekly numbers and updates to the Area Head. Who We’re Looking For Someone with 2–5 years of sales experience (life insurance or financial services preferred). A team player who can also hustle solo when needed. Good communication and convincing skills – both in English and local language. Local Panvel market knowledge is a big plus! Should be comfortable with field work – this is not a desk job.
Drive business through direct sales – on the ground, face-to-face. Manage and motivate a team of energetic sales executives. Plan local sales strategies and make sure targets are met. Build great relationships with customers and channel partners. Keep a close eye on competition and market trends. Report daily/weekly numbers and updates to the Area Head. Who We’re Looking For Someone with 2–5 years of sales experience (life insurance or financial services preferred). A team player who can also hustle solo when needed. Good communication and convincing skills – both in English and local language. Local Panvel market knowledge is a big plus! Should be comfortable with field work – this is not a desk job.
1. Business Development & Sales Drive branch sales targets across liabilities, assets, third-party products, and revenue-generating portfolios. Source new business and expand the branch customer base. Strengthen CASA, retail assets, and cross-selling performance. 2. Branch Operations Management Ensure smooth daily operations of the branch. Maintain high standards of compliance, audit, KYC/AML adherence, and regulatory guidelines. Oversee cash management, security, and branch infrastructure. 3. Team Leadership Lead, motivate, and guide the branch team to achieve business objectives. Conduct performance reviews and provide coaching for staff development. Foster a positive and performance-driven work environment. 4. Customer Service & Relationship Management Ensure superior customer service delivery and resolution of customer issues. Build long-term relationships with high-value clients and local business communities. Uphold service quality standards to enhance customer experience. 5. Performance & Reporting Track and monitor branch business metrics, productivity, revenue, and cost control. Submit timely MIS reports and performance updates to regional leadership. Maintain proof of past performance (especially for candidates currently employed). Candidate Profile: Minimum 5 years of experience in retail banking or branch banking roles. Proven performance record in sales, customer management, and branch operations. Strong communication, analytical, and leadership skills. Ability to manage teams, multitask, and deliver results under pressure. Must be currently employed in the banking sector (preferred). Must possess a regular full-time degree (No distance/online degrees allowed).
1. Business Development & Sales Drive branch sales targets across liabilities, assets, third-party products, and revenue-generating portfolios. Source new business and expand the branch customer base. Strengthen CASA, retail assets, and cross-selling performance. 2. Branch Operations Management Ensure smooth daily operations of the branch. Maintain high standards of compliance, audit, KYC/AML adherence, and regulatory guidelines. Oversee cash management, security, and branch infrastructure. 3. Team Leadership Lead, motivate, and guide the branch team to achieve business objectives. Conduct performance reviews and provide coaching for staff development. Foster a positive and performance-driven work environment. 4. Customer Service & Relationship Management Ensure superior customer service delivery and resolution of customer issues. Build long-term relationships with high-value clients and local business communities. Uphold service quality standards to enhance customer experience. 5. Performance & Reporting Track and monitor branch business metrics, productivity, revenue, and cost control. Submit timely MIS reports and performance updates to regional leadership. Maintain proof of past performance (especially for candidates currently employed). Candidate Profile: Minimum 5 years of experience in retail banking or branch banking roles. Proven performance record in sales, customer management, and branch operations. Strong communication, analytical, and leadership skills. Ability to manage teams, multitask, and deliver results under pressure. Must be currently employed in the banking sector (preferred). Must possess a regular full-time degree (No distance/online degrees allowed).
1. Business Development & Sales Drive branch sales targets across liabilities, assets, third-party products, and revenue-generating portfolios. Source new business and expand the branch customer base. Strengthen CASA, retail assets, and cross-selling performance. 2. Branch Operations Management Ensure smooth daily operations of the branch. Maintain high standards of compliance, audit, KYC/AML adherence, and regulatory guidelines. Oversee cash management, security, and branch infrastructure. 3. Team Leadership Lead, motivate, and guide the branch team to achieve business objectives. Conduct performance reviews and provide coaching for staff development. Foster a positive and performance-driven work environment. 4. Customer Service & Relationship Management Ensure superior customer service delivery and resolution of customer issues. Build long-term relationships with high-value clients and local business communities. Uphold service quality standards to enhance customer experience. 5. Performance & Reporting Track and monitor branch business metrics, productivity, revenue, and cost control. Submit timely MIS reports and performance updates to regional leadership. Maintain proof of past performance (especially for candidates currently employed). Candidate Profile: Minimum 5 years of experience in retail banking or branch banking roles. Proven performance record in sales, customer management, and branch operations. Strong communication, analytical, and leadership skills. Ability to manage teams, multitask, and deliver results under pressure. Must be currently employed in the banking sector (preferred). Must possess a regular full-time degree (No distance/online degrees allowed
1. Business Development & Sales Drive branch sales targets across liabilities, assets, third-party products, and revenue-generating portfolios. Source new business and expand the branch customer base. Strengthen CASA, retail assets, and cross-selling performance. 2. Branch Operations Management Ensure smooth daily operations of the branch. Maintain high standards of compliance, audit, KYC/AML adherence, and regulatory guidelines. Oversee cash management, security, and branch infrastructure. 3. Team Leadership Lead, motivate, and guide the branch team to achieve business objectives. Conduct performance reviews and provide coaching for staff development. Foster a positive and performance-driven work environment. 4. Customer Service & Relationship Management Ensure superior customer service delivery and resolution of customer issues. Build long-term relationships with high-value clients and local business communities. Uphold service quality standards to enhance customer experience. 5. Performance & Reporting Track and monitor branch business metrics, productivity, revenue, and cost control. Submit timely MIS reports and performance updates to regional leadership. Maintain proof of past performance (especially for candidates currently employed). Candidate Profile: Minimum 5 years of experience in retail banking or branch banking roles. Proven performance record in sales, customer management, and branch operations. Strong communication, analytical, and leadership skills. Ability to manage teams, multitask, and deliver results under pressure. Must be currently employed in the banking sector (preferred). Must possess a regular full-time degree (No distance/online degrees allowed
Promotion & Demand Generation • Conduct frequent site visits to multiple retailers, effectively explaining product features, benefits, and applications to generate interest and demand. • Utilize strong communication and presentation skills to educate buyers on product uses and how they can benefit their customers. • Develop and execute targeted sales strategies to achieve monthly sales targets within the assigned territory. Customer Relationship Management & Collections • Build and nurture strong relationships with assigned retailers by fostering trust and open communication. • Proactively manage client accounts, ensuring timely collections and proper documentation for all transactions. • Employ effective communication techniques to nudge clients for on-time payments while maintaining positive relationships. The FOS (Feet on Street) – Channel Sales serves as the face of our company in the field, driving sales growth and building strong customer relationships through product promotion, demand generation, customer account management, market intelligence gathering, and ensuring operational efficiency and customer satisfaction. Job Purpose At Birla Pivot, we uphold the highest standards of ethics, professionalism, and integrity in all our dealings with customers, suppliers and every other stakeholder. The company adopts policy of zero tolerance towards breach of integrity or any unethical conduct. The prospective candidate should familiarise themselves with the company’s Code of Conduct while exploring employment opportunity with Birla Pivot. By applying for a position at Birla Pivot, the candidate affirms their commitment to these principles and agrees to uphold the company’s standards of ethical behaviour throughout their tenure. Candidates must also fully, clearly and accurately disclose all relevant background information during the recruitment process, including any existing or potential conflicts of interest. Failure to do so may result in disqualification from consideration or termination of employment. • High school diploma or equivalent qualification required; bachelor’s degree preferred. • Result oriented with a focus on achieving targets • Willingness to travel and work flexible hours, as required. • Strong influencing and communication skills • Digital literacy and ability to understand digital tools and processes.
1. Business Development & Sourcing Acquire customers from informal income segments through DSAs, open market sourcing, references, and local market networking. Develop and manage DSA relationships to ensure consistent lead flow. Conduct regular market visits to identify new business opportunities in Kalyan and nearby regions. Ensure healthy funnel management from login to disbursement. 2. Sales Performance Achieve monthly and quarterly targets for login, approval, and disbursement volumes. Drive productivity of DSAs and direct channels through regular tracking and performance reviews. Improve conversion ratios by coordinating with credit, ops, and risk teams. 3. Customer & Partner Management Guide customers through documentation, income assessment (informal income), and application submission. Build strong rapport with DSAs, connectors, and customers to enhance business reach. Ensure high customer satisfaction and repeat business opportunities. 4. Compliance & Process Management Ensure adherence to KYC, regulatory, and internal policy norms for the informal segment. Monitor documentation accuracy and resolve any operational issues. Maintain portfolio quality by identifying early warning signals and coordinating with collections when required. 5. Market Intelligence Track competitor activities, pricing, and schemes in the Kalyan region. Provide insights on customer behavior and market trends to management. Key Skills & Competencies Strong sales and relationship-building skills Knowledge of informal income assessment Local market understanding of Kalyan and surrounding areas Ability to manage channel partners (DSAs, connectors) Good communication and negotiation skills Target-oriented and self-motivated Basic understanding of credit & compliance norms
1. Business Development & Sourcing Acquire customers from informal income segments through DSAs, open market sourcing, references, and local market networking. Develop and manage DSA relationships to ensure consistent lead flow. Conduct regular market visits to identify new business opportunities in Kalyan and nearby regions. Ensure healthy funnel management from login to disbursement. 2. Sales Performance Achieve monthly and quarterly targets for login, approval, and disbursement volumes. Drive productivity of DSAs and direct channels through regular tracking and performance reviews. Improve conversion ratios by coordinating with credit, ops, and risk teams. 3. Customer & Partner Management Guide customers through documentation, income assessment (informal income), and application submission. Build strong rapport with DSAs, connectors, and customers to enhance business reach. Ensure high customer satisfaction and repeat business opportunities. 4. Compliance & Process Management Ensure adherence to KYC, regulatory, and internal policy norms for the informal segment. Monitor documentation accuracy and resolve any operational issues. Maintain portfolio quality by identifying early warning signals and coordinating with collections when required. 5. Market Intelligence Track competitor activities, pricing, and schemes in the Kalyan region. Provide insights on customer behavior and market trends to management. Key Skills & Competencies Strong sales and relationship-building skills Knowledge of informal income assessment Local market understanding of Kalyan and surrounding areas Ability to manage channel partners (DSAs, connectors) Good communication and negotiation skills Target-oriented and self-motivated Basic understanding of credit & compliance norms
1. Underwriting & Credit Assessment Assess loan applications sourced from the Pune–Lohia retail cluster. Analyze financial statements, bank statements, bureaus, cash flows, and income stability. Conduct PDs (personal discussions), tele-PDs, and customer profile evaluations. Review and validate customer documents, KYC, and compliance norms. Recommend or approve files within delegated authority levels. 2. Policy Adherence & Risk Management Ensure all decisions comply with internal credit policies and regulatory requirements. Identify deviations, fraud risks, and early warning signs. Propose mitigants or alternative structures to secure business without compromising risk. Maintain complete underwriting documentation and audit readiness. 3. Portfolio & Quality Monitoring Track delinquency trends, bounce ratios, and early-stage portfolio movements in the Lohia cluster. Coordinate with collections to understand customer behavior and reduce risk. Provide insights on regional risks and recommend policy refinements if needed. 4. Business Partnership & TAT Management Collaborate closely with Sales Managers, Cluster Heads, and DSAs/Channels to ensure quality sourcing. Conduct training sessions for sales teams on documentation, customer profiling, and credit norms. Maintain strict TAT (Turnaround Time) for login-to-approval to ensure smooth disbursement flow. Support business teams by providing timely decisions without compromising quality. 5. Market & Competitor Understanding Stay updated with local market dynamics, customer trends, and competitor credit practices in Pune Lohia. Provide feedback to leadership on regional market risks and opportunities. Key Skills & Competencies Strong underwriting and analytical skills Sound judgment in risk assessment Ability to assess formal and informal income documentation Proficiency in reading bank statements, ITRs, financials, and bureau reports Attention to detail with a compliance-first mindset Strong communication and decision-making capability Ability to work under pressure while maintaining accuracy
1. Business Development & Sourcing Acquire customers from informal income segments through DSAs, open market sourcing, references, and local market networking. Develop and manage DSA relationships to ensure consistent lead flow. Conduct regular market visits to identify new business opportunities in Kalyan and nearby regions. Ensure healthy funnel management from login to disbursement. 2. Sales Performance Achieve monthly and quarterly targets for login, approval, and disbursement volumes. Drive productivity of DSAs and direct channels through regular tracking and performance reviews. Improve conversion ratios by coordinating with credit, ops, and risk teams. 3. Customer & Partner Management Guide customers through documentation, income assessment (informal income), and application submission. Build strong rapport with DSAs, connectors, and customers to enhance business reach. Ensure high customer satisfaction and repeat business opportunities. 4. Compliance & Process Management Ensure adherence to KYC, regulatory, and internal policy norms for the informal segment. Monitor documentation accuracy and resolve any operational issues. Maintain portfolio quality by identifying early warning signals and coordinating with collections when required. 5. Market Intelligence Track competitor activities, pricing, and schemes in the Kalyan region. Provide insights on customer behavior and market trends to management. Key Skills & Competencies Strong sales and relationship-building skills Knowledge of informal income assessment Local market understanding of Kalyan and surrounding areas Ability to manage channel partners (DSAs, connectors) Good communication and negotiation skills Target-oriented and self-motivated Basic understanding of credit & compliance norms
1. Business Development & Sourcing Acquire customers from informal income segments through DSAs, open market sourcing, references, and local market networking. Develop and manage DSA relationships to ensure consistent lead flow. Conduct regular market visits to identify new business opportunities in Kalyan and nearby regions. Ensure healthy funnel management from login to disbursement. 2. Sales Performance Achieve monthly and quarterly targets for login, approval, and disbursement volumes. Drive productivity of DSAs and direct channels through regular tracking and performance reviews. Improve conversion ratios by coordinating with credit, ops, and risk teams. 3. Customer & Partner Management Guide customers through documentation, income assessment (informal income), and application submission. Build strong rapport with DSAs, connectors, and customers to enhance business reach. Ensure high customer satisfaction and repeat business opportunities. 4. Compliance & Process Management Ensure adherence to KYC, regulatory, and internal policy norms for the informal segment. Monitor documentation accuracy and resolve any operational issues. Maintain portfolio quality by identifying early warning signals and coordinating with collections when required. 5. Market Intelligence Track competitor activities, pricing, and schemes in the Kalyan region. Provide insights on customer behavior and market trends to management. Key Skills & Competencies Strong sales and relationship-building skills Knowledge of informal income assessment Local market understanding of Kalyan and surrounding areas Ability to manage channel partners (DSAs, connectors) Good communication and negotiation skills Target-oriented and self-motivated Basic understanding of credit & compliance norms
1. Servicing franchisee & existing PMS clients. 2. Build a good rapport with them by providing market information & current portfolio status. 3. Cross selling of Equity, Mutual Fund & PMS products. 4. Having strong analytical & communication skills. 5. Ability to learn and be updated in line with the capital markets & current affairs. 6. Achieving desired sales targets. 7. Daily update the work to the reporting manager by EOD Qualifications: - An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience – Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented
3-5 years of experience in passive fund management. Proven experience managing or supporting index-tracking strategies. Strong understanding of domestic & global capital markets, index methodologies, and portfolio construction.3-5 years of experience in passive fund management. Proven experience managing or supporting index-tracking strategies. Strong understanding of domestic & global capital markets, index methodologies, and portfolio construction.3-5 years of experience in passive fund management. Proven experience managing or supporting index-tracking strategies. Strong understanding of domestic & global capital markets, index methodologies, and portfolio construction.
Strong mutual fund industry experience, valid experience in Active / Passive Research, advanced Ms. Office skills, Knowledge of Power BI / Python preferredStrong mutual fund industry experience, valid experience in Active / Passive Research, advanced Ms. Office skills, Knowledge of Power BI / Python preferredStrong mutual fund industry experience, valid experience in Active / Passive Research, advanced Ms. Office skills, Knowledge of Power BI / Python preferredStrong mutual fund industry experience, valid experience in Active / Passive Research, advanced Ms. Office skills, Knowledge of Power BI / Python preferred
Research oriented, product support, stakeholder coordination, client engagement; proficiency in MS office, Working knowledge of Power Bi / Python preferred.Research oriented, product support, stakeholder coordination, client engagement; proficiency in MS office, Working knowledge of Power Bi / Python preferred.Research oriented, product support, stakeholder coordination, client engagement; proficiency in MS office, Working knowledge of Power Bi / Python preferred.Research oriented, product support, stakeholder coordination, client engagement; proficiency in MS office, Working knowledge of Power Bi / Python preferred.
Basic understanding of finance and mutual funds, proficiency in MS Office. Basic understanding of finance, capital markets, and mutual funds. Proficiency in MS Office (Excel, PowerPoint, Word) – strong Excel skills preferred. Strong analytical and quantitative skills with attention to detail. Good communication and presentation abilities. Ability to manage multiple tasks and deliver high-quality output within deadlines. Self-motivated, eager to learn, and capable of working both independently and as part of a team. Educational Qualifications: Postgraduate / Fresher in Finance, Economics, Commerce, Business Administration, or related field. Additional certifications (like NISM, CFA Level I, or equivalent) will be an added advantage.
1. Client Relationship Management o Build and manage relationships with HNI, UHNI, and Family Office clients. o Understand their investment goals, risk appetite, and portfolio needs. 2. Investment Advisory o Advise clients on mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), etc. o Coordinate with fund managers and investment research teams. 3. Business Development o Acquire new HNI/UHNI clients through referrals, networking, and events. o Grow assets under management (AUM). 4. Client Servicing o Ensure timely portfolio reviews, reporting, and seamless client experience. 5. Compliance & Documentation o Maintain KYC norms, adhere to SEBI and internal compliance policies. Desired Skills & Background • Experience: 5–10+ years in wealth management / private banking / AMC distribution. • Education: MBA / CFA / CA or equivalent. • Strong understanding of financial products, markets, and portfolio strategies. • Excellent communication and relationship-building skills.
1. Client Relationship Management o Build and manage relationships with HNI, UHNI, and Family Office clients. o Understand their investment goals, risk appetite, and portfolio needs. 2. Investment Advisory o Advise clients on mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), etc. o Coordinate with fund managers and investment research teams. 3. Business Development o Acquire new HNI/UHNI clients through referrals, networking, and events. o Grow assets under management (AUM). 4. Client Servicing o Ensure timely portfolio reviews, reporting, and seamless client experience. 5. Compliance & Documentation o Maintain KYC norms, adhere to SEBI and internal compliance policies. Desired Skills & Background • Experience: 5–10+ years in wealth management / private banking / AMC distribution. • Education: MBA / CFA / CA or equivalent. • Strong understanding of financial products, markets, and portfolio strategies. • Excellent communication and relationship-building skills.
1. Client Relationship Management o Build and manage relationships with HNI, UHNI, and Family Office clients. o Understand their investment goals, risk appetite, and portfolio needs. 2. Investment Advisory o Advise clients on mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), etc. o Coordinate with fund managers and investment research teams. 3. Business Development o Acquire new HNI/UHNI clients through referrals, networking, and events. o Grow assets under management (AUM). 4. Client Servicing o Ensure timely portfolio reviews, reporting, and seamless client experience. 5. Compliance & Documentation o Maintain KYC norms, adhere to SEBI and internal compliance policies. Desired Skills & Background • Experience: 5–10+ years in wealth management / private banking / AMC distribution. • Education: MBA / CFA / CA or equivalent. • Strong understanding of financial products, markets, and portfolio strategies. • Excellent communication and relationship-building skills.
1. Client Relationship Management o Build and manage relationships with HNI, UHNI, and Family Office clients. o Understand their investment goals, risk appetite, and portfolio needs. 2. Investment Advisory o Advise clients on mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), etc. o Coordinate with fund managers and investment research teams. 3. Business Development o Acquire new HNI/UHNI clients through referrals, networking, and events. o Grow assets under management (AUM). 4. Client Servicing o Ensure timely portfolio reviews, reporting, and seamless client experience. 5. Compliance & Documentation o Maintain KYC norms, adhere to SEBI and internal compliance policies. Desired Skills & Background • Experience: 5–10+ years in wealth management / private banking / AMC distribution. • Education: MBA / CFA / CA or equivalent. • Strong understanding of financial products, markets, and portfolio strategies. • Excellent communication and relationship-building skills.
Manage and deepen relationships with HNI and Priority clients to achieve business targets. Provide holistic financial advisory on equity, mutual funds, insurance, PMS, bonds, and other investment products. Acquire new clients through referrals, networking, and market intelligence. Develop customized investment strategies based on client risk profiles and financial goals. Conduct periodic portfolio reviews and recommend rebalancing actions. Collaborate with research and product teams to deliver high-quality investment solutions. Ensure compliance with internal and regulatory guidelines in all client interactions. Track and achieve revenue, AUM growth, and client satisfaction KPIs. Maintain strong market awareness and competitor insights to advise clients effectively. Desired Candidate Profile Education: Graduate / Postgraduate (MBA / CFP / NISM certification preferred). Experience: 3–7 years of experience in Wealth Management, Priority Banking, or Investment Advisory. Skills & Competencies: In-depth understanding of financial markets and investment products. Strong relationship management and client servicing skills. Excellent communication and presentation abilities. Proven track record of achieving AUM and revenue targets. High integrity, result orientation, and client-centric mindset. Certifications: NISM / IRDA / AMFI certifications preferred.
• To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
1. Statutory & Regulatory Compliance Ensure compliance with the Companies Act, 2013, SEBI (LODR) Regulations, RBI Guidelines (NBFC/HFC, as applicable), and other relevant laws. Maintain and file statutory records, returns, and forms with ROC, SEBI, RBI, and other authorities. Monitor regulatory updates and advise management on emerging compliance requirements. 2. Board & Committee Management Organize and conduct Board, Committee, and General Meetings (AGMs/EGMs) in accordance with statutory timelines and secretarial standards. Draft and circulate board agendas, notices, minutes, and resolutions. Ensure smooth coordination between directors, management, and external advisors. 3. Corporate Governance & Disclosures Implement and monitor governance frameworks in line with SEBI Listing Regulations and internal policies. Prepare corporate governance reports, director disclosures, and annual return filings. Manage investor communications and ensure transparent reporting practices. 4. Liaison & Advisory Act as the key liaison between the company, its board, shareholders, regulators, and external stakeholders. Advise the Board and senior management on governance, ethics, and compliance matters. Support internal and external audits, inspections, and regulatory reviews. 5. Secretarial Support for Group Entities Provide guidance and oversight on secretarial compliance across Bajaj Finserv Group subsidiaries and associate companies (e.g., Bajaj Finance, Bajaj Allianz, etc.). Coordinate group-level governance reporting and consolidation of compliance data. 6. Documentation & Record Keeping Maintain statutory registers, records, and digital archives as per legal requirements. Ensure confidentiality and integrity of all corporate documents and board papers. Desired Candidate Profile: Education & Certification: Qualified Company Secretary (ACS / FCS) from the Institute of Company Secretaries of India (ICSI). Additional qualification in Law or Chartered Accountancy (CA) preferred. Experience: 7–12 years of relevant experience, preferably in a listed NBFC / financial services conglomerate / large corporate group. Skills & Competencies: Thorough knowledge of Companies Act, SEBI, RBI, FEMA, and other corporate laws. Excellent drafting, communication, and presentation skills. Strong governance acumen and attention to detail. High integrity, confidentiality, and stakeholder management skills. Proficiency in secretarial software (MCA portal, NSDL/CDSL platforms, etc.).
1. Sector & Company Research Conduct comprehensive research on NBFCs, housing finance, and other financial institutions within the BFSI domain. Track key macro and microeconomic trends affecting the sector (interest rate cycles, liquidity, credit growth, asset quality, etc.). Maintain and update databases of financial and operating metrics for coverage universe. 2. Financial Modeling & Valuation Build and maintain detailed financial models (income statement, balance sheet, cash flow) for companies under coverage. Perform valuation analysis using DCF, relative valuation, and comparable company methodologies. Conduct scenario and sensitivity analyses to assess key drivers and risks. 3. Research Publications & Client Deliverables Assist in drafting research reports such as initiation notes, result updates, thematic reports, and sector outlooks. Support in preparing presentations, investor notes, and marketing materials for institutional clients. Ensure timely publication of earnings previews/reviews and key industry updates. 4. Client & Management Interaction Participate in conference calls and meetings with company managements, industry experts, and institutional clients. Provide analytical support during investor roadshows and client interactions. Track and analyze news flow, regulatory developments, and competitive landscape. 5. Compliance & Data Integrity Ensure adherence to research compliance standards and data accuracy protocols. Maintain high ethical standards in research output and communication. Desired Candidate Profile: Education: MBA (Finance) / Chartered Accountant (CA) / CFA (Level II or higher preferred). Experience: 3–6 years of relevant experience in equity research, preferably on the sell side covering BFSI or NBFC sectors. Skills & Competencies: Strong understanding of financial statements and valuation techniques. Advanced Excel and financial modeling proficiency. Excellent analytical and quantitative abilities. Strong written and verbal communication skills. Ability to work independently and meet tight deadlines. Proficiency in Bloomberg, Reuters, CapitalIQ, or similar platforms preferred.
Key Deliverables 1. Design structured classroom, virtual, and blended learning programs tailored to the needs of the PCG team. 2. Deliver training on financial products (MF, PMS, AIF), market trends, asset allocation, and client handling techniques. 3. Conduct mock sessions, product refreshers, and certification-based training programs. 4. Partner with Zonal/Regional Heads and PCG Business Leads to identify training needs via regular feedback, performance metrics, and data insights. 5. Customize interventions based on advisor lifecycle stages (new joinee, experienced, leadership). 6. Share success stories and best practices from top-performing advisors and senior leaders. 7. Measure effectiveness through pre/post assessments, feedback, and business KPIs (client acquisition, retention, AUM growth). 8. Share monthly reports with insights and recommendations for future training focus areas. 9. Coordinate with regional trainers to drive uniformity and delivery excellence. Role Requirements Education: Graduate/Postgraduate in Finance, Business Administration, or relevant field. Additional certifications like CFP, CFA, or NISM modules preferred. Experience: Minimum 5–8 years of experience in financial advisory, wealth management training, or L&D roles. Exposure to HNI/UHNI client handling or advisory business will be an advantage. Location Flexibility: Willingness to travel for regional rollouts and joint field sessions (PAN India). Desired Skill Set Desired Skill Set Excellent communication, facilitation, and interpersonal skills. Expertise in adult learning principles and instructional design. In-depth knowledge of mutual funds, PMS, AIF, and financial planning. Strong analytical skills to evaluate training impact. Ability to engage senior stakeholders and drive training alignment with business strategy. Proficiency in MS Office, PPT, and LMS tools.
Trading Platform Development Design and implement trading systems and applications to support institutional trading activities. Develop scalable, low-latency solutions optimized for high-frequency trading and large transaction volumes. Integration and API Development Build and maintain APIs for seamless integration with market data providers, execution venues, and clearing systems. Ensure compatibility with third-party systems and compliance with industry protocols (e.g., FIX, SWIFT). Trade Lifecycle Management Develop tools to manage the full trade lifecycle, including order generation, execution, settlement, and reporting. Create mechanisms for reconciliation and exception handling. Data Handling and Analytics Develop secure systems that adhere to financial industry regulations and standards. Implement features for audit trails, data encryption, and role-based access controls. Quality Assurance Produce comprehensive documentation for software design, APIs, and user interfaces. Share technical knowledge with team members and provide training as needed. Collaboration and Support Work closely with trading desks, risk management teams, and stakeholders to gather requirements and provide technical support. Assist in resolving production issues promptly to minimize trading disruptions. Innovation and Continuous Improvement Role Requirements 1. Educational Qualifications: B.SC/BE 2. Experience: 5-8 years 3. Domain Knowledge: Trading domain 4. IT Skills: DotNet/SQL/C/C++
1. Perform process walkthroughs, control testing and report on efficacy of existing SOX and internal financial (IFC) controls across all value chain processes and ensure timely remediation of the control deficiencies ob-served during the control testing 2. Monitoring implementation of control effectiveness enhancing measures/risk mitigation measures and clo-sure of actions (in conjunction with process owners) 3. Pro-active identification and assessment of all possible risks (including re-assessment of identified risks) in the organization across the risk universe involving risk analysis, risk detail, risk classification and risk quantifi-cation 4. Assist in development of measuring metrics for quantification of risks (Asset, Liquidity, Credit, Market, Un-derwriting, Reserving, Reinsurance, etc.) 5. Contributing in planning, re-designing, amending, implementing and periodically updating the existing Risk Policies of the Company. 6. Assist in preparation of the decks for Committees and Sub-Committees 7. Assist in preparation of Group related reportings Key Requirements – Education & Certificates MBA Finance or CA Proficiency in MS Excel, PowerPoint, and risk management tools (e.g., RMIS). Key Requirements - Experience &Skills 1–2 years of experience in risk management or SOX /IFC compliance Strong analytical, communication, and organizational skills Exposure to IRDAI regulations and insurance risk frameworks Experience with data analysis and reporting tools
• Provide 2nd-level support for desktops, laptops, and related hardware (e.g., printers, scanners, monitors, docking stations). • Install, configure, deploy and maintain workstation systems (hardware & operating systems). • Troubleshoot and resolve hardware, software, driver, and peripheral issues. • Support operating system installations, re-installations, imaging, patching and updates. • Configure and support business-critical applications (e.g., MS Office, Outlook, business automation software). • Provide support for network connectivity issues for desktops/laptops (LAN/WAN, WiFi, VPN) and networked printers. • Providing technical support for installation activities and routine troubleshooting of Network Infrastructure • Troubleshoot network issues related to Switching, Firewall and VPNs • Manage user accounts, permissions, group policies in environments such as Active Directory, Office 365, Intune (if applicable). • Maintain accurate documentation of incidents, resolutions, standard operating procedures (SOPs), asset inventory and configuration. • Escalate issues beyond scope to L3/third-party vendors as required, and coordinate vendor support for hardware under warranty/AMC • Work within service-level agreements (SLAs), track-ticketing system metrics and contribute to root cause analysis for recurring problems. • Assist in onboarding/offboarding of users: set up new workstations, configure hardware/software, and decommission equipment. • Support security and compliance requirements: e.g., antivirus, BitLocker, patch management, policy enforcement. • Should posses thorough knowledge in different server hardware and OS, preferably Window and Linux • Taking ownership of customer issues reported, solving their problems through by providing resolution Qualifications & Skills Required • Bachelor’s degree • 5-7 years of experience in desktop or end-user computing support (hardware, software, networking) • Strong working knowledge of Windows OS (Windows 10/11), office productivity applications (e.g., MS Office, Outlook) • Experience with desktop imaging, hardware installation and repair of desktops/laptops/peripherals • Good understanding of networking fundamentals (IP, DNS, DHCP, VPN) and support of networked printers • Experience working with ticketing systems Ability to troubleshoot and resolve end-user issues with minimal supervision • Good communication skills (verbal & written) and customer-facing skills Preferred • Certifications such as CompTIA A+, Network+, Microsoft MCSA/MCSE, ITIL Foundation • Experience with Active Directory, Group Policy, Office 365, Microsoft Intune, remote support tools • Experience working in multi-site environments or with vendor/third-party coordination • Familiarity with asset management and inventory control • Ability to work in shifts/roster if required Behavioural / Soft Skills • Analytical thinking, strong problem-solving capability • Customer-oriented mindset; able to interact with non-technical users • Ability to prioritise and manage multiple tickets/tasks in a dynamic environment • Team-player yet able to work independently when required • Willingness to stay updated on new technologies and continuously improve
1. Individually handling clients with the book size of 25 lacs & above. 2. Creation of revenue & Activation of clients through effective Advisory Role Requirements 1. Any Graduate with minimum experience of around 2-5 years into stock broking industries. 2. Able to Understand Market Reports and share Information with Clients. 3. Should be comfortable working in Shifts. 1. Individually handling clients with the book size of 25 lacs & above. 2. Creation of revenue & Activation of clients through effective Advisory Role Requirements 1. Any Graduate with minimum experience of around 2-5 years into stock broking industries. 2. Able to Understand Market Reports and share Information with Clients. 3. Should be comfortable working in Shifts. 1. Individually handling clients with the book size of 25 lacs & above. 2. Creation of revenue & Activation of clients through effective Advisory Role Requirements 1. Any Graduate with minimum experience of around 2-5 years into stock broking industries. 2. Able to Understand Market Reports and share Information with Clients. 3. Should be comfortable working in Shifts.
1. Individually handling clients with the book size of 25 lacs & above. 2. Creation of revenue & Activation of clients through effective Advisory Role Requirements 1. Any Graduate with minimum experience of around 2-5 years into stock broking industries. 2. Able to Understand Market Reports and share Information with Clients. 3. Should be comfortable working in Shifts. 1. Individually handling clients with the book size of 25 lacs & above. 2. Creation of revenue & Activation of clients through effective Advisory Role Requirements 1. Any Graduate with minimum experience of around 2-5 years into stock broking industries. 2. Able to Understand Market Reports and share Information with Clients. 3. Should be comfortable working in Shifts. 1. Individually handling clients with the book size of 25 lacs & above. 2. Creation of revenue & Activation of clients through effective Advisory Role Requirements 1. Any Graduate with minimum experience of around 2-5 years into stock broking industries. 2. Able to Understand Market Reports and share Information with Clients. 3. Should be comfortable working in Shifts.
• Reports to Regional Sales Manager and has team of SM Direct and SM DSA under him. • From retail HL sales background and handling Mortgage, LAP cases. • Mainly handling Retail, Affordable and Prime cases. (Ticket size min 10L to 2-3Cr and Yield in the ballpark of 10.5% • Proper knowledge of Kolkata Market along with the two 24 Parganas. • Strong market connect with builders, connectors, realtors who can be empaneled if he/she joins us. • NP – 30 to 60 days preferably. • CTC – UPTO 17 LPA. • Senior profiles from retail and prime NBFC e.g – PNB HFC, IIFL Home Loans, SMFG Shakti, Piramal Housing, Samman Capital. • Should be working in Area capacity in the current organistaions.
Partner with state and zonal leadership to implement HR strategies aligned with organizational goals. Manage end-to-end recruitment and onboarding processes to ensure talent acquisition for sales and support functions. Drive employee engagement, retention, and performance management initiatives. Ensure statutory compliance with labor laws and company policies across all branches in the state. Oversee training and development programs to support employee capability building. Handle grievance management, disciplinary actions, and employee relations issues. Track and analyze HR metrics such as attrition, hiring, and productivity to support data-driven decisions. Collaborate with the corporate HR team on policy implementation, payroll coordination, and HR system updates. Promote diversity, inclusion, and a positive workplace culture in line with BALIC values. Qualifications & Experience: Education: MBA or Postgraduate in Human Resources / Industrial Relations. Experience: 5–8 years of progressive HR experience, preferably in financial services or insurance. Strong knowledge of labor laws, HR operations, and business partnering. Excellent interpersonal and communication skills. Ability to work independently and manage multiple stakeholders across locations. Key Competencies: Business Acumen Strategic Thinking Employee Engagement Problem-Solving & Decision-Making Change Management Data-Driven HR
Develop and manage relationships with affluent and high-net-worth clients. Conduct comprehensive financial reviews and develop customized investment strategies. Provide ongoing portfolio monitoring, market insights, and performance updates. Identify cross-selling opportunities across investment, insurance, and estate planning products. Ensure compliance with all regulatory and company standards. Collaborate with research, product, and operations teams to deliver end-to-end client solutions. Qualifications Bachelor’s degree in Finance, Economics, or related field (MBA or CFP/CFA preferred). 5+ years of experience in wealth management, private banking, or investment advisory. Strong knowledge of investment products, portfolio management, and financial planning. Excellent communication, negotiation, and interpersonal skills. Demonstrated ability to build trust and long-term client relationships
Acquire and manage a portfolio of affluent / HNI clients. Understand client needs and provide tailored financial & investment solutions. Cross-sell a range of wealth products – mutual funds, insurance, PMS, bonds, and more. Ensure high levels of client satisfaction and retention. Maintain compliance and adhere to regulatory guidelines. Collaborate with product, research, and operations teams to deliver seamless service. Track market movements and provide relevant investment updates to clients. Who You Are Graduate / Postgraduate with 3–7 years of experience in Wealth Management, Priority Banking, or Financial Advisory. Strong understanding of investment products (mutual funds, PMS, insurance, fixed income, etc.). Excellent communication and relationship-building skills. Strong analytical ability and market awareness. AMFI / NISM certification preferred.
Drive business through direct sales – on the ground, face-to-face. Manage and motivate a team of energetic sales executives. Plan local sales strategies and make sure targets are met. Build great relationships with customers and channel partners. Keep a close eye on competition and market trends. Report daily/weekly numbers and updates to the Area Head. Who We’re Looking For Someone with 2–5 years of sales experience (life insurance or financial services preferred). A team player who can also hustle solo when needed. Good communication and convincing skills – both in English and local language. Local Panvel market knowledge is a big plus! Should be comfortable with field work – this is not a desk job.
Drive business through direct sales – on the ground, face-to-face. Manage and motivate a team of energetic sales executives. Plan local sales strategies and make sure targets are met. Build great relationships with customers and channel partners. Keep a close eye on competition and market trends. Report daily/weekly numbers and updates to the Area Head. Who We’re Looking For Someone with 2–5 years of sales experience (life insurance or financial services preferred). A team player who can also hustle solo when needed. Good communication and convincing skills – both in English and local language. Local Panvel market knowledge is a big plus! Should be comfortable with field work – this is not a desk job.
Drive business through direct sales – on the ground, face-to-face. Manage and motivate a team of energetic sales executives. Plan local sales strategies and make sure targets are met. Build great relationships with customers and channel partners. Keep a close eye on competition and market trends. Report daily/weekly numbers and updates to the Area Head. Who We’re Looking For Someone with 2–5 years of sales experience (life insurance or financial services preferred). A team player who can also hustle solo when needed. Good communication and convincing skills – both in English and local language. Local Panvel market knowledge is a big plus! Should be comfortable with field work – this is not a desk job.
Lead Generation and Client Relationship Building • Proactively generate sales leads through various channels by conducting extensive market research. • Develop and nurture strong relationships with existing and potential clients through regular client visits and effective communication. • Achieve ambitious sales targets set by the City Head. Collections and Order Management • Ensure timely collections of all outstanding receivables by following established procedures. • Assist clients with placing orders digitally by setting up meetings, assessing their needs, and navigating the online platform. Market Development and Product Knowledge • Support the City Head in executing strategies to onboard new retailers within the city/cluster. • Maintain a deep understanding of the company's product portfolio to effectively recommend solutions to clients. • Actively contribute to the execution of new retail initiatives launched. Product portfolio • Managing the product portfolio by analysing sales data, identifying trends, recommending new product additions, and overseeing the launch of new retail initiatives within budget and approval processes. Credit Management • Work collaboratively with the City Head to track credit utilization and requirements for assigned clients. • Identify suitable dealers for participation in the company's financial credit program. Customer Satisfaction • Resolve service and quality issues promptly and efficiently to ensure high customer satisfaction. • Maintain open communication with clients to address their concerns and build long-term relationships. The Territory Manager serves as a vital partner, fostering strong and profitable client relationships within the city/cluster. They achieve this through a comprehensive strategy encompassing building long-term client relationships, managing accounts, working on market opportunities and new initiatives, partnering on credit and collections management to mitigate risk, and delivering data-driven reports and analysis to achieve the target sales numbers. Job Purpose • BBA with 3+ years of experience in Channel sales, preferably in the Construction sector. • Result oriented with a focus on exceptional customer service and achieving targets • Strong influencing and communication skills. • Excellent communication, negotiation, and interpersonal skills. • Digital literacy and ability to understand digital tools and processes. • Knowledge of local market dynamics, regulations, and industry trends
Lead Generation and Client Relationship Building • Proactively generate sales leads through various channels by conducting extensive market research. • Develop and nurture strong relationships with existing and potential clients through regular client visits and effective communication. • Achieve ambitious sales targets set by the City Head. Collections and Order Management • Ensure timely collections of all outstanding receivables by following established procedures. • Assist clients with placing orders digitally by setting up meetings, assessing their needs, and navigating the online platform. Market Development and Product Knowledge • Support the City Head in executing strategies to onboard new retailers within the city/cluster. • Maintain a deep understanding of the company's product portfolio to effectively recommend solutions to clients. • Actively contribute to the execution of new retail initiatives launched. Product portfolio • Managing the product portfolio by analysing sales data, identifying trends, recommending new product additions, and overseeing the launch of new retail initiatives within budget and approval processes. Credit Management • Work collaboratively with the City Head to track credit utilization and requirements for assigned clients. • Identify suitable dealers for participation in the company's financial credit program. Customer Satisfaction • Resolve service and quality issues promptly and efficiently to ensure high customer satisfaction. • Maintain open communication with clients to address their concerns and build long-term relationships. The Territory Manager serves as a vital partner, fostering strong and profitable client relationships within the city/cluster. They achieve this through a comprehensive strategy encompassing building long-term client relationships, managing accounts, working on market opportunities and new initiatives, partnering on credit and collections management to mitigate risk, and delivering data-driven reports and analysis to achieve the target sales numbers. Job Purpose • BBA with 3+ years of experience in Channel sales, preferably in the Construction sector. • Result oriented with a focus on exceptional customer service and achieving targets • Strong influencing and communication skills. • Excellent communication, negotiation, and interpersonal skills. • Digital literacy and ability to understand digital tools and processes. • Knowledge of local market dynamics, regulations, and industry trends
Lead Generation and Client Relationship Building • Proactively generate sales leads through various channels by conducting extensive market research. • Develop and nurture strong relationships with existing and potential clients through regular client visits and effective communication. • Achieve ambitious sales targets set by the City Head. Collections and Order Management • Ensure timely collections of all outstanding receivables by following established procedures. • Assist clients with placing orders digitally by setting up meetings, assessing their needs, and navigating the online platform. Market Development and Product Knowledge • Support the City Head in executing strategies to onboard new retailers within the city/cluster. • Maintain a deep understanding of the company's product portfolio to effectively recommend solutions to clients. • Actively contribute to the execution of new retail initiatives launched. Product portfolio • Managing the product portfolio by analysing sales data, identifying trends, recommending new product additions, and overseeing the launch of new retail initiatives within budget and approval processes. Credit Management • Work collaboratively with the City Head to track credit utilization and requirements for assigned clients. • Identify suitable dealers for participation in the company's financial credit program. Customer Satisfaction • Resolve service and quality issues promptly and efficiently to ensure high customer satisfaction. • Maintain open communication with clients to address their concerns and build long-term relationships. The Territory Manager serves as a vital partner, fostering strong and profitable client relationships within the city/cluster. They achieve this through a comprehensive strategy encompassing building long-term client relationships, managing accounts, working on market opportunities and new initiatives, partnering on credit and collections management to mitigate risk, and delivering data-driven reports and analysis to achieve the target sales numbers. Job Purpose • BBA with 3+ years of experience in Channel sales, preferably in the Construction sector. • Result oriented with a focus on exceptional customer service and achieving targets • Strong influencing and communication skills. • Excellent communication, negotiation, and interpersonal skills. • Digital literacy and ability to understand digital tools and processes. • Knowledge of local market dynamics, regulations, and industry trends
Lead Generation and Client Relationship Building • Proactively generate sales leads through various channels by conducting extensive market research. • Develop and nurture strong relationships with existing and potential clients through regular client visits and effective communication. • Achieve ambitious sales targets set by the City Head. Collections and Order Management • Ensure timely collections of all outstanding receivables by following established procedures. • Assist clients with placing orders digitally by setting up meetings, assessing their needs, and navigating the online platform. Market Development and Product Knowledge • Support the City Head in executing strategies to onboard new retailers within the city/cluster. • Maintain a deep understanding of the company's product portfolio to effectively recommend solutions to clients. • Actively contribute to the execution of new retail initiatives launched. Product portfolio • Managing the product portfolio by analysing sales data, identifying trends, recommending new product additions, and overseeing the launch of new retail initiatives within budget and approval processes. Credit Management • Work collaboratively with the City Head to track credit utilization and requirements for assigned clients. • Identify suitable dealers for participation in the company's financial credit program. Customer Satisfaction • Resolve service and quality issues promptly and efficiently to ensure high customer satisfaction. • Maintain open communication with clients to address their concerns and build long-term relationships. The Territory Manager serves as a vital partner, fostering strong and profitable client relationships within the city/cluster. They achieve this through a comprehensive strategy encompassing building long-term client relationships, managing accounts, working on market opportunities and new initiatives, partnering on credit and collections management to mitigate risk, and delivering data-driven reports and analysis to achieve the target sales numbers. Job Purpose • BBA with 3+ years of experience in Channel sales, preferably in the Construction sector. • Result oriented with a focus on exceptional customer service and achieving targets • Strong influencing and communication skills. • Excellent communication, negotiation, and interpersonal skills. • Digital literacy and ability to understand digital tools and processes. • Knowledge of local market dynamics, regulations, and industry trends
Lead Generation and Client Relationship Building • Proactively generate sales leads through various channels by conducting extensive market research. • Develop and nurture strong relationships with existing and potential clients through regular client visits and effective communication. • Achieve ambitious sales targets set by the City Head. Collections and Order Management • Ensure timely collections of all outstanding receivables by following established procedures. • Assist clients with placing orders digitally by setting up meetings, assessing their needs, and navigating the online platform. Market Development and Product Knowledge • Support the City Head in executing strategies to onboard new retailers within the city/cluster. • Maintain a deep understanding of the company's product portfolio to effectively recommend solutions to clients. • Actively contribute to the execution of new retail initiatives launched. Product portfolio • Managing the product portfolio by analysing sales data, identifying trends, recommending new product additions, and overseeing the launch of new retail initiatives within budget and approval processes. Credit Management • Work collaboratively with the City Head to track credit utilization and requirements for assigned clients. • Identify suitable dealers for participation in the company's financial credit program. Customer Satisfaction • Resolve service and quality issues promptly and efficiently to ensure high customer satisfaction. • Maintain open communication with clients to address their concerns and build long-term relationships. The Territory Manager serves as a vital partner, fostering strong and profitable client relationships within the city/cluster. They achieve this through a comprehensive strategy encompassing building long-term client relationships, managing accounts, working on market opportunities and new initiatives, partnering on credit and collections management to mitigate risk, and delivering data-driven reports and analysis to achieve the target sales numbers. Job Purpose • BBA with 3+ years of experience in Channel sales, preferably in the Construction sector. • Result oriented with a focus on exceptional customer service and achieving targets • Strong influencing and communication skills. • Excellent communication, negotiation, and interpersonal skills. • Digital literacy and ability to understand digital tools and processes. • Knowledge of local market dynamics, regulations, and industry trends
Lead Generation and Client Relationship Building • Proactively generate sales leads through various channels by conducting extensive market research. • Develop and nurture strong relationships with existing and potential clients through regular client visits and effective communication. • Achieve ambitious sales targets set by the City Head. Collections and Order Management • Ensure timely collections of all outstanding receivables by following established procedures. • Assist clients with placing orders digitally by setting up meetings, assessing their needs, and navigating the online platform. Market Development and Product Knowledge • Support the City Head in executing strategies to onboard new retailers within the city/cluster. • Maintain a deep understanding of the company's product portfolio to effectively recommend solutions to clients. • Actively contribute to the execution of new retail initiatives launched. Product portfolio • Managing the product portfolio by analysing sales data, identifying trends, recommending new product additions, and overseeing the launch of new retail initiatives within budget and approval processes. Credit Management • Work collaboratively with the City Head to track credit utilization and requirements for assigned clients. • Identify suitable dealers for participation in the company's financial credit program. Customer Satisfaction • Resolve service and quality issues promptly and efficiently to ensure high customer satisfaction. • Maintain open communication with clients to address their concerns and build long-term relationships. The Territory Manager serves as a vital partner, fostering strong and profitable client relationships within the city/cluster. They achieve this through a comprehensive strategy encompassing building long-term client relationships, managing accounts, working on market opportunities and new initiatives, partnering on credit and collections management to mitigate risk, and delivering data-driven reports and analysis to achieve the target sales numbers. Job Purpose • BBA with 3+ years of experience in Channel sales, preferably in the Construction sector. • Result oriented with a focus on exceptional customer service and achieving targets • Strong influencing and communication skills. • Excellent communication, negotiation, and interpersonal skills. • Digital literacy and ability to understand digital tools and processes. • Knowledge of local market dynamics, regulations, and industry trends
Lead Generation and Client Relationship Building • Proactively generate sales leads through various channels by conducting extensive market research. • Develop and nurture strong relationships with existing and potential clients through regular client visits and effective communication. • Achieve ambitious sales targets set by the City Head. Collections and Order Management • Ensure timely collections of all outstanding receivables by following established procedures. • Assist clients with placing orders digitally by setting up meetings, assessing their needs, and navigating the online platform. Market Development and Product Knowledge • Support the City Head in executing strategies to onboard new retailers within the city/cluster. • Maintain a deep understanding of the company's product portfolio to effectively recommend solutions to clients. • Actively contribute to the execution of new retail initiatives launched. Product portfolio • Managing the product portfolio by analysing sales data, identifying trends, recommending new product additions, and overseeing the launch of new retail initiatives within budget and approval processes. Credit Management • Work collaboratively with the City Head to track credit utilization and requirements for assigned clients. • Identify suitable dealers for participation in the company's financial credit program. Customer Satisfaction • Resolve service and quality issues promptly and efficiently to ensure high customer satisfaction. • Maintain open communication with clients to address their concerns and build long-term relationships. The Territory Manager serves as a vital partner, fostering strong and profitable client relationships within the city/cluster. They achieve this through a comprehensive strategy encompassing building long-term client relationships, managing accounts, working on market opportunities and new initiatives, partnering on credit and collections management to mitigate risk, and delivering data-driven reports and analysis to achieve the target sales numbers. Job Purpose • BBA with 3+ years of experience in Channel sales, preferably in the Construction sector. • Result oriented with a focus on exceptional customer service and achieving targets • Strong influencing and communication skills. • Excellent communication, negotiation, and interpersonal skills. • Digital literacy and ability to understand digital tools and processes. • Knowledge of local market dynamics, regulations, and industry trends
Lead Generation and Client Relationship Building • Proactively generate sales leads through various channels by conducting extensive market research. • Develop and nurture strong relationships with existing and potential clients through regular client visits and effective communication. • Achieve ambitious sales targets set by the City Head. Collections and Order Management • Ensure timely collections of all outstanding receivables by following established procedures. • Assist clients with placing orders digitally by setting up meetings, assessing their needs, and navigating the online platform. Market Development and Product Knowledge • Support the City Head in executing strategies to onboard new retailers within the city/cluster. • Maintain a deep understanding of the company's product portfolio to effectively recommend solutions to clients. • Actively contribute to the execution of new retail initiatives launched. Product portfolio • Managing the product portfolio by analysing sales data, identifying trends, recommending new product additions, and overseeing the launch of new retail initiatives within budget and approval processes. Credit Management • Work collaboratively with the City Head to track credit utilization and requirements for assigned clients. • Identify suitable dealers for participation in the company's financial credit program. Customer Satisfaction • Resolve service and quality issues promptly and efficiently to ensure high customer satisfaction. • Maintain open communication with clients to address their concerns and build long-term relationships. The Territory Manager serves as a vital partner, fostering strong and profitable client relationships within the city/cluster. They achieve this through a comprehensive strategy encompassing building long-term client relationships, managing accounts, working on market opportunities and new initiatives, partnering on credit and collections management to mitigate risk, and delivering data-driven reports and analysis to achieve the target sales numbers. Job Purpose • BBA with 3+ years of experience in Channel sales, preferably in the Construction sector. • Result oriented with a focus on exceptional customer service and achieving targets • Strong influencing and communication skills. • Excellent communication, negotiation, and interpersonal skills. • Digital literacy and ability to understand digital tools and processes. • Knowledge of local market dynamics, regulations, and industry trends
Lead Generation and Client Relationship Building • Proactively generate sales leads through various channels by conducting extensive market research. • Develop and nurture strong relationships with existing and potential clients through regular client visits and effective communication. • Achieve ambitious sales targets set by the City Head. Collections and Order Management • Ensure timely collections of all outstanding receivables by following established procedures. • Assist clients with placing orders digitally by setting up meetings, assessing their needs, and navigating the online platform. Market Development and Product Knowledge • Support the City Head in executing strategies to onboard new retailers within the city/cluster. • Maintain a deep understanding of the company's product portfolio to effectively recommend solutions to clients. • Actively contribute to the execution of new retail initiatives launched. Product portfolio • Managing the product portfolio by analysing sales data, identifying trends, recommending new product additions, and overseeing the launch of new retail initiatives within budget and approval processes. Credit Management • Work collaboratively with the City Head to track credit utilization and requirements for assigned clients. • Identify suitable dealers for participation in the company's financial credit program. Customer Satisfaction • Resolve service and quality issues promptly and efficiently to ensure high customer satisfaction. • Maintain open communication with clients to address their concerns and build long-term relationships. The Territory Manager serves as a vital partner, fostering strong and profitable client relationships within the city/cluster. They achieve this through a comprehensive strategy encompassing building long-term client relationships, managing accounts, working on market opportunities and new initiatives, partnering on credit and collections management to mitigate risk, and delivering data-driven reports and analysis to achieve the target sales numbers. Job Purpose • BBA with 3+ years of experience in Channel sales, preferably in the Construction sector. • Result oriented with a focus on exceptional customer service and achieving targets • Strong influencing and communication skills. • Excellent communication, negotiation, and interpersonal skills. • Digital literacy and ability to understand digital tools and processes. • Knowledge of local market dynamics, regulations, and industry trends
Lead Generation and Client Relationship Building • Proactively generate sales leads through various channels by conducting extensive market research. • Develop and nurture strong relationships with existing and potential clients through regular client visits and effective communication. • Achieve ambitious sales targets set by the City Head. Collections and Order Management • Ensure timely collections of all outstanding receivables by following established procedures. • Assist clients with placing orders digitally by setting up meetings, assessing their needs, and navigating the online platform. Market Development and Product Knowledge • Support the City Head in executing strategies to onboard new retailers within the city/cluster. • Maintain a deep understanding of the company's product portfolio to effectively recommend solutions to clients. • Actively contribute to the execution of new retail initiatives launched. Product portfolio • Managing the product portfolio by analysing sales data, identifying trends, recommending new product additions, and overseeing the launch of new retail initiatives within budget and approval processes. Credit Management • Work collaboratively with the City Head to track credit utilization and requirements for assigned clients. • Identify suitable dealers for participation in the company's financial credit program. Customer Satisfaction • Resolve service and quality issues promptly and efficiently to ensure high customer satisfaction. • Maintain open communication with clients to address their concerns and build long-term relationships. The Territory Manager serves as a vital partner, fostering strong and profitable client relationships within the city/cluster. They achieve this through a comprehensive strategy encompassing building long-term client relationships, managing accounts, working on market opportunities and new initiatives, partnering on credit and collections management to mitigate risk, and delivering data-driven reports and analysis to achieve the target sales numbers. Job Purpose • BBA with 3+ years of experience in Channel sales, preferably in the Construction sector. • Result oriented with a focus on exceptional customer service and achieving targets • Strong influencing and communication skills. • Excellent communication, negotiation, and interpersonal skills. • Digital literacy and ability to understand digital tools and processes. • Knowledge of local market dynamics, regulations, and industry trends
Promotion & Demand Generation • Conduct frequent site visits to multiple retailers, effectively explaining product features, benefits, and applications to generate interest and demand. • Utilize strong communication and presentation skills to educate buyers on product uses and how they can benefit their customers. • Develop and execute targeted sales strategies to achieve monthly sales targets within the assigned territory. Customer Relationship Management & Collections • Build and nurture strong relationships with assigned retailers by fostering trust and open communication. • Proactively manage client accounts, ensuring timely collections and proper documentation for all transactions. • Employ effective communication techniques to nudge clients for on-time payments while maintaining positive relationships. The FOS (Feet on Street) – Channel Sales serves as the face of our company in the field, driving sales growth and building strong customer relationships through product promotion, demand generation, customer account management, market intelligence gathering, and ensuring operational efficiency and customer satisfaction. Job Purpose At Birla Pivot, we uphold the highest standards of ethics, professionalism, and integrity in all our dealings with customers, suppliers and every other stakeholder. The company adopts policy of zero tolerance towards breach of integrity or any unethical conduct. The prospective candidate should familiarise themselves with the company’s Code of Conduct while exploring employment opportunity with Birla Pivot. By applying for a position at Birla Pivot, the candidate affirms their commitment to these principles and agrees to uphold the company’s standards of ethical behaviour throughout their tenure. Candidates must also fully, clearly and accurately disclose all relevant background information during the recruitment process, including any existing or potential conflicts of interest. Failure to do so may result in disqualification from consideration or termination of employment. • High school diploma or equivalent qualification required; bachelor’s degree preferred. • Result oriented with a focus on achieving targets • Willingness to travel and work flexible hours, as required. • Strong influencing and communication skills • Digital literacy and ability to understand digital tools and processes.
Promotion & Demand Generation • Conduct frequent site visits to multiple retailers, effectively explaining product features, benefits, and applications to generate interest and demand. • Utilize strong communication and presentation skills to educate buyers on product uses and how they can benefit their customers. • Develop and execute targeted sales strategies to achieve monthly sales targets within the assigned territory. Customer Relationship Management & Collections • Build and nurture strong relationships with assigned retailers by fostering trust and open communication. • Proactively manage client accounts, ensuring timely collections and proper documentation for all transactions. • Employ effective communication techniques to nudge clients for on-time payments while maintaining positive relationships. The FOS (Feet on Street) – Channel Sales serves as the face of our company in the field, driving sales growth and building strong customer relationships through product promotion, demand generation, customer account management, market intelligence gathering, and ensuring operational efficiency and customer satisfaction. Job Purpose At Birla Pivot, we uphold the highest standards of ethics, professionalism, and integrity in all our dealings with customers, suppliers and every other stakeholder. The company adopts policy of zero tolerance towards breach of integrity or any unethical conduct. The prospective candidate should familiarise themselves with the company’s Code of Conduct while exploring employment opportunity with Birla Pivot. By applying for a position at Birla Pivot, the candidate affirms their commitment to these principles and agrees to uphold the company’s standards of ethical behaviour throughout their tenure. Candidates must also fully, clearly and accurately disclose all relevant background information during the recruitment process, including any existing or potential conflicts of interest. Failure to do so may result in disqualification from consideration or termination of employment. • High school diploma or equivalent qualification required; bachelor’s degree preferred. • Result oriented with a focus on achieving targets • Willingness to travel and work flexible hours, as required. • Strong influencing and communication skills • Digital literacy and ability to understand digital tools and processes.
Promotion & Demand Generation • Conduct frequent site visits to multiple retailers, effectively explaining product features, benefits, and applications to generate interest and demand. • Utilize strong communication and presentation skills to educate buyers on product uses and how they can benefit their customers. • Develop and execute targeted sales strategies to achieve monthly sales targets within the assigned territory. Customer Relationship Management & Collections • Build and nurture strong relationships with assigned retailers by fostering trust and open communication. • Proactively manage client accounts, ensuring timely collections and proper documentation for all transactions. • Employ effective communication techniques to nudge clients for on-time payments while maintaining positive relationships. The FOS (Feet on Street) – Channel Sales serves as the face of our company in the field, driving sales growth and building strong customer relationships through product promotion, demand generation, customer account management, market intelligence gathering, and ensuring operational efficiency and customer satisfaction. Job Purpose At Birla Pivot, we uphold the highest standards of ethics, professionalism, and integrity in all our dealings with customers, suppliers and every other stakeholder. The company adopts policy of zero tolerance towards breach of integrity or any unethical conduct. The prospective candidate should familiarise themselves with the company’s Code of Conduct while exploring employment opportunity with Birla Pivot. By applying for a position at Birla Pivot, the candidate affirms their commitment to these principles and agrees to uphold the company’s standards of ethical behaviour throughout their tenure. Candidates must also fully, clearly and accurately disclose all relevant background information during the recruitment process, including any existing or potential conflicts of interest. Failure to do so may result in disqualification from consideration or termination of employment. • High school diploma or equivalent qualification required; bachelor’s degree preferred. • Result oriented with a focus on achieving targets • Willingness to travel and work flexible hours, as required. • Strong influencing and communication skills • Digital literacy and ability to understand digital tools and processes.
1. Sales Strategy: Develop and implement sales strategies and action plans to drive business growth across the assigned channels. Analyse market trends, competition, and customer needs to identify opportunities for product enhancements and market expansion. 2. Lead Generation: Collaborate with the sales team to generate leads for life, health, and general insurance products through various channels, such as referrals, cold calling, networking, and online platforms. Monitor lead quality and provide guidance on effective lead conversion techniques. 3. Customer Relationship Management: Work closely with the sales and advisory teams of direct and indirect channels (excluding Franchise) to foster strong customer relationships. Support the team in engaging with customers, understanding their insurance needs, and providing customized solutions. 4. Cross-Selling and Upselling: Develop and implement initiatives to drive cross-selling and upselling opportunities for existing customers. Collaborate with the sales team to identify customer needs, match appropriate insurance products, and maximize revenue from the existing customer base. 5. Sales Performance Tracking: Monitor and analyse sales performance metrics, such as revenue, conversion rates, and customer retention. Identify areas of improvement and implement corrective measures to ensure sales targets are met or exceeded. 6. Relationship Management: Build and maintain strong relationships with key stakeholders, including sales partners, branch managers, and internal departments. Collaborate with cross-functional teams to ensure seamless coordination and support in achieving business objectives. Qualifications: 1. Education: Bachelor's degree in any discipline (preferably business, finance, or marketing). 2. Insurance Knowledge: In-depth understanding of life, health, and general insurance products, including their features, coverage, and benefits. Familiarity with insurance market dynamics, competition, and regulatory requirements. 3. Leadership Experience: Proven track record of successfully leading and managing a team of insurance sales professionals. Ability to inspire and motivate team members to achieve sales targets and deliver exceptional customer service. 4. Sales Expertise: Extensive experience in insurance sales, with a strong sales track record and a customer-centric approach. Demonstrated success in cross-selling and upselling initiatives. 5. Communication Skills: Excellent verbal and written communication skills in English and Hindi. Ability to effectively communicate and negotiate with stakeholders at all levels. 6. Analytical Skills: Strong analytical and problem-solving abilities. Ability to analyse sales data, identify trends, and make data-driven decisions. 7. Result-Oriented: Proactive, self-motivated, and goal-driven mind-set. Ability to work independently and manage multiple priorities while meeting deadlines.
Promotion & Demand Generation • Conduct frequent site visits to multiple retailers, effectively explaining product features, benefits, and applications to generate interest and demand. • Utilize strong communication and presentation skills to educate buyers on product uses and how they can benefit their customers. • Develop and execute targeted sales strategies to achieve monthly sales targets within the assigned territory. Customer Relationship Management & Collections • Build and nurture strong relationships with assigned retailers by fostering trust and open communication. • Proactively manage client accounts, ensuring timely collections and proper documentation for all transactions. • Employ effective communication techniques to nudge clients for on-time payments while maintaining positive relationships. The FOS (Feet on Street) – Channel Sales serves as the face of our company in the field, driving sales growth and building strong customer relationships through product promotion, demand generation, customer account management, market intelligence gathering, and ensuring operational efficiency and customer satisfaction. Job Purpose At Birla Pivot, we uphold the highest standards of ethics, professionalism, and integrity in all our dealings with customers, suppliers and every other stakeholder. The company adopts policy of zero tolerance towards breach of integrity or any unethical conduct. The prospective candidate should familiarise themselves with the company’s Code of Conduct while exploring employment opportunity with Birla Pivot. By applying for a position at Birla Pivot, the candidate affirms their commitment to these principles and agrees to uphold the company’s standards of ethical behaviour throughout their tenure. Candidates must also fully, clearly and accurately disclose all relevant background information during the recruitment process, including any existing or potential conflicts of interest. Failure to do so may result in disqualification from consideration or termination of employment. • High school diploma or equivalent qualification required; bachelor’s degree preferred. • Result oriented with a focus on achieving targets • Willingness to travel and work flexible hours, as required. • Strong influencing and communication skills • Digital literacy and ability to understand digital tools and processes.
Lead Generation and Client Relationship Building • Proactively generate sales leads through various channels by conducting extensive market research. • Develop and nurture strong relationships with existing and potential clients through regular client visits and effective communication. • Achieve ambitious sales targets set by the City Head. Collections and Order Management • Ensure timely collections of all outstanding receivables by following established procedures. • Assist clients with placing orders digitally by setting up meetings, assessing their needs, and navigating the online platform. Market Development and Product Knowledge • Support the City Head in executing strategies to onboard new retailers within the city/cluster. • Maintain a deep understanding of the company's product portfolio to effectively recommend solutions to clients. • Actively contribute to the execution of new retail initiatives launched. Product portfolio • Managing the product portfolio by analysing sales data, identifying trends, recommending new product additions, and overseeing the launch of new retail initiatives within budget and approval processes. Credit Management • Work collaboratively with the City Head to track credit utilization and requirements for assigned clients. • Identify suitable dealers for participation in the company's financial credit program. Customer Satisfaction • Resolve service and quality issues promptly and efficiently to ensure high customer satisfaction. • Maintain open communication with clients to address their concerns and build long-term relationships. The Territory Manager serves as a vital partner, fostering strong and profitable client relationships within the city/cluster. They achieve this through a comprehensive strategy encompassing building long-term client relationships, managing accounts, working on market opportunities and new initiatives, partnering on credit and collections management to mitigate risk, and delivering data-driven reports and analysis to achieve the target sales numbers. Job Purpose • BBA with 3+ years of experience in Channel sales, preferably in the Construction sector. • Result oriented with a focus on exceptional customer service and achieving targets • Strong influencing and communication skills. • Excellent communication, negotiation, and interpersonal skills. • Digital literacy and ability to understand digital tools and processes. • Knowledge of local market dynamics, regulations, and industry trends
1. Working on financial models to formulate & finalise views on the industry and companies within the industry/sector assigned 2. Summarizing the various reports published by the company 3. Ensure the generation of an adequate number of reports on the industry assigned to him/ her 4. Initiating and Writing reports on current market/economy / political themes. Back-testing ideas, and screens to generate alpha opportunities. 5. Creating frameworks to assess market valuation. Develop and maintain marketing and other presentation materials. 6. Adhoc quantitative analysis as per client requirements Be updated with current industry trends and trade publications. Role Requirements Educational Qualifications: CA/MBA Domain Knowledge: Financial Modelling, Number crunching, domestic equity understanding 3 to 4 years Exp. IT Skills: MS Office and Business Intelligence Applications
● Design and implement scalable and reliable infrastructure for microservice-based solutions using a wide range of AWS services, including AWS EKS, CodeCommit, CodeBuild, CodePipeline, SNS, SQS, ECS, Docker, Amazon Cognito, RDS, S3, EC2, Route53, CloudFront, Lambda, VPC, EFS, API Gateway, AWS Certifi cate Manager, CloudWatch, Load Balancer, and Terraform. ● Develop and maintain CI/CD pipelines using AWS CodeCommit, CodeBuild, and CodePipeline to automate application deployment, testing, and monitoring. ● You are expected to troubleshoot the applications and infrastructure issues to minimize the impact on the live production environment. ● Ability/Experience with designing and managing large-scale complex cloud-based infrastructure and applications hosted on them. ● Manage Kubernetes workloads, including deployment, scaling, and monitoring of applications, ensuring high availability and optimal performance within the cluster. ● Troubleshoot and resolve infrastructure-related issues in production and non-production environments. ● Optimize the usage of AWS services to reduce costs without compromising performance and scalability. ● A proactive approach to spotting problems, areas for improvement, and performance bottlenecks. ● Implement security best practices for cloud environments and applications. ● Perform regular security audits and vulnerability assessments. Requirements: ● Solid Understanding of CI/CD tools such as Codepipeline, GitLab CI/CD, or others. ● Cloud platform experience, with a focus on Amazon Web Services (AWS). ● Profi ciency in Infrastructure as Code (IaC) using , CDK or similar tools. ● Profi ciency in containerization (Docker) and orchestration (Kubernetes). ● Confi guration management using tools like Ansible or Puppet. ● Monitoring and logging solutions experience (e.g., Prometheus, ELK stack). ● Security best practices for CI/CD and deployments. ● Strong communication and collaboration skills.
1. Sales Strategy & Planning: a. Develop and implement sales strategies to achieve the assigned targets for the zone. b. Conduct market analysis to identify potential growth areas and opportunities. c. Set clear sales targets for the sales team and monitor progress against them. 2. Team Leadership & Development: a. Manage, mentor, and motivate a team of sales managers and executives within the zone. b. Conduct regular performance reviews, provide feedback, and implement training programs to enhance team capabilities. c. Ensure that the team is aligned with company values and sales goals. 3. Sales Operations Management: a. Oversee day-to-day sales operations within the zone, ensuring timely execution of sales plans. b. Monitor and manage sales pipelines, sales forecasts, and budget allocations. c. Collaborate with other departments (e.g., marketing, finance) to ensure smooth execution of sales activities. 4. Customer Relationship Management: a. Build and maintain relationships with key clients, ensuring customer satisfaction and retention. b. Handle high-level negotiations and resolve any critical customer issues. c. Ensure the timely delivery of products and services to clients within the zone. 5. Market Intelligence & Competition Analysis: a. Keep abreast of market trends, competitor activities, and emerging opportunities within the zone. b. Provide regular reports and insights to senior management on the zone’s performance, challenges, and opportunities. c. Collaborate with marketing teams to develop localized campaigns and promotions. 6. Compliance & Reporting: a. Ensure all sales activities are compliant with company policies, industry regulations, and legal requirements. b. Prepare and present regular sales performance reports to senior management. c. Maintain accurate records of sales performance, customer feedback, and market data. Qualifications: • Bachelor's degree in Business Administration, Marketing, or a related field. (Master’s degree/MBA preferred). • Proven experience (8+ years) in sales leadership, with a strong track record of meeting or exceeding targets. • Experience managing a large team of sales professionals across multiple locations. • Strong understanding of the sales process and market dynamics in the assigned zone. Skills Required: • Excellent leadership and team management skills. • Strong negotiation, communication, and interpersonal skills. • Ability to think strategically and drive operational excellence. • Analytical mindset with the ability to interpret sales data and make data-driven decisions. • Proficient in CRM software and other sales management tools.
Drive sales for AWS cloud services, cyber security services, digital services, and generative AI solutions portfolio within the assigned region. - Understand customers' overall business at a high level, the way cloud and associated technologies are used to solve the customer problems, and articulating the best fit solutions. - Lead discussions on cloud architecture and offerings, coordinating with technical teams as required. - Engage existing clients to identify new opportunities; prospect new clients to generate leads and close deals. - Build strategic relationships with CXOs and key decision-makers; conduct AWS solution demos and develop presales documentation independently. - Collaborate with AWS regional field sales teams for joint customer engagements. - Work closely with AWS and other technology partner managers to source leads, gather market intelligence, and drive deals to closure. - Represent Workmates at regional cloud events and industry trade shows. - Consistently deliver on sales targets with an aggressive, goal-driven approach. - Ensure high levels of customer satisfaction, timely collections, and contract renewals. - Demonstrate leadership, ownership, and accountability as a strong team player. - Independently manage key accounts and direct sales activities. - Be proactive, self-motivated, and eager to learn new cloud concepts and offerings. Qualifications - Bachelor’s degree in engineering/ business administration, or related field. - Minimum of 6 years in sales leadership with a strong track record of meeting sales goals. - Excellent negotiation, communication, and interpersonal skills. - Sound understanding of AWS Cloud Services, cyber security, and digital technologies. - Prior experience in cloud, cyber security, or digital services sales is mandatory. Key Skills & Attributes - Proven success in direct sales and key account management. - Strong knowledge of the AWS and/or Hyperscale Cloud ecosystem. - Excellent communication, negotiation, and presentation skills. - Customer-centric mindset with a clear drive to deliver results. - Strong leadership qualities and effective collaboration skills. - Exceptional organizational and time management abilities.
• Evaluate and underwrite mortgage and other loan segment proposals (excluding PL & Credit Card). • Conduct PD and financial analysis to determine creditworthiness. • Manage loan sanctioning process within defined TAT. • Ensure credit policy compliance and documentation accuracy. • Liaise with sales, operations, and legal teams for end-to-end credit assessment. • Track portfolio performance and manage delinquency levels. • Evaluate and underwrite mortgage and other loan segment proposals (excluding PL & Credit Card). • Conduct PD and financial analysis to determine creditworthiness. • Manage loan sanctioning process within defined TAT. • Ensure credit policy compliance and documentation accuracy. • Liaise with sales, operations, and legal teams for end-to-end credit assessment. • Track portfolio performance and manage delinquency levels. • Evaluate and underwrite mortgage and other loan segment proposals (excluding PL & Credit Card). • Conduct PD and financial analysis to determine creditworthiness. • Manage loan sanctioning process within defined TAT. • Ensure credit policy compliance and documentation accuracy. • Liaise with sales, operations, and legal teams for end-to-end credit assessment. • Track portfolio performance and manage delinquency levels.
• Evaluate and underwrite mortgage and other loan segment proposals (excluding PL & Credit Card). • Conduct PD and financial analysis to determine creditworthiness. • Manage loan sanctioning process within defined TAT. • Ensure credit policy compliance and documentation accuracy. • Liaise with sales, operations, and legal teams for end-to-end credit assessment. • Track portfolio performance and manage delinquency levels. • Evaluate and underwrite mortgage and other loan segment proposals (excluding PL & Credit Card). • Conduct PD and financial analysis to determine creditworthiness. • Manage loan sanctioning process within defined TAT. • Ensure credit policy compliance and documentation accuracy. • Liaise with sales, operations, and legal teams for end-to-end credit assessment. • Track portfolio performance and manage delinquency levels. • Evaluate and underwrite mortgage and other loan segment proposals (excluding PL & Credit Card). • Conduct PD and financial analysis to determine creditworthiness. • Manage loan sanctioning process within defined TAT. • Ensure credit policy compliance and documentation accuracy. • Liaise with sales, operations, and legal teams for end-to-end credit assessment. • Track portfolio performance and manage delinquency levels. • Evaluate and underwrite mortgage and other loan segment proposals (excluding PL & Credit Card). • Conduct PD and financial analysis to determine creditworthiness. • Manage loan sanctioning process within defined TAT. • Ensure credit policy compliance and documentation accuracy. • Liaise with sales, operations, and legal teams for end-to-end credit assessment. • Track portfolio performance and manage delinquency levels.
Define the product strategy, vision and roadmap for your assigned area (journey, module or feature-set) aligned with Vymo’s business goals and market trends. Conduct market research, competitor analysis, and customer interviews to identify pain points, opportunities and product priorities. Translate customer & business needs into detailed product requirements: user stories, use-cases, wireframes/functional specs, acceptance criteria. Work with engineering & design teams to deliver product features iteratively using agile methodologies; manage backlog, prioritise features, remove bottlenecks. Partner with sales, customer success & implementation teams to drive adoption, migration, rollout of new features or journeys; monitor metrics like adoption, usage, ARR uplift, customer satisfaction. Drive reduction in customisation demands by shaping configurable, scalable product solutions. Measure product performance: define and track KPIs (e.g., user adoption, feature usage, retention, revenue impact), and make data-driven decisions for improvement. Act as product evangelist internally (and externally as needed) — align stakeholders, build consensus, represent product direction to senior leadership and clients. Support go-to-market activities: release planning, feature launch communications/training, coordination with marketing & sales for positioning and messaging. Stay on top of emerging technologies (especially AI/ML, mobile apps, enterprise SaaS) and industry trends in sales/distribution/field operations. Basic Requirements Bachelor’s degree in Engineering/Computer Science, or equivalent. A master’s (MBA) is a plus. 3-6 years of prior product management experience (for this level) in enterprise SaaS, preferably in sales-tech, field-sales enablement, distribution management, or financial services. Strong analytical skills: comfortable working with data, dashboards, metrics and translating insights into product decisions. Excellent stakeholder and cross-functional collaboration skills; strong communication (written & verbal) with internal teams and external customers. Proven track record of owning features/products end-to-end: from discovery to launch and adoption. Good understanding of agile development, backlog management, minimum viable product (MVP) definition and iterative delivery. Ability to balance user experience, business value and technical feasibility; work in a dynamic start-up/scale-up-environment with shifting priorities. Customer-first mindset: ability to empathise with end-users (sales reps, field agents, managers) and design intuitive, impactful solutions. Preferred / Nice-to-Have Experience working with banks, NBFCs, insurers or large distribution networks. Exposure to AI/ML-driven product features (e.g., predictive nudges, behavioural analysis, workflow automation). Prior experience in mobile-first apps or field-sales/CRM solutions. Familiarity with configurable enterprise-software, customisation vs standardisation trade-offs. Experience in defining product pricing, packaging, or P&L is a plus. MBA or postgraduate qualification from a reputed institute.
Lead and mentor a team of React Native developers to deliver high-quality mobile applications. ● Architect and build cross-platform mobile apps using React Native’s New Architecture (Fabric, TurboModules, Codegen). ● Develop maintainable, scalable, and high-performing components and modules. ● Drive implementation of state management using Redux, and data fetching with React Query. ● Collaborate with product managers, designers, backend developers, and QA to define, design, and ship new features. ● Enforce clean code practices, conduct code reviews, and ensure test coverage with tools like Jest/Mocha. ● Use native modules and third-party APIs for platform-specific capabilities. ● Troubleshoot and resolve complex issues related to performance, reliability, and scaling. ● Promote agile processes, take ownership of sprint planning, and ensure timely delivery of features. ● Maintain comprehensive documentation including component libraries, API contracts, and architectural guidelines. Qualifications & Skill Requirements ● Min Qualifications: Diploma in CS from NIIT or a renowned institute ● 6+ years of experience in React Native with clear understanding of RN concepts and 2 years+ leading a team ● Strong hands-on experience with Redux, React Query, and TypeScript. ● Familiarity with React Native New Architecture (Fabric, TurboModules). ● BFSI experience is a plus. ● Experience publishing apps to iOS App Store and Google Play Store. ● Solid understanding of mobile design principles and performance optimizations. ● Strong grasp of JavaScript/TypeScript, REST APIs, and third-party integrations. ● Comfortable with automated testing frameworks such as Jest, Mocha, Detox. ● Proficient in Git workflows, CI/CD practices, and code versioning standards. ● Excellent problem-solving, analytical, and team collaboration skills. ● Educational Qualification: Diploma or Degree in Computer Science or equivalent. ● Ability to work independently and manage multiple priorities in a fast-paced environment
Lead and mentor a team of React Native developers to deliver high-quality mobile applications. ● Architect and build cross-platform mobile apps using React Native’s New Architecture (Fabric, TurboModules, Codegen). ● Develop maintainable, scalable, and high-performing components and modules. ● Drive implementation of state management using Redux, and data fetching with React Query. ● Collaborate with product managers, designers, backend developers, and QA to define, design, and ship new features. ● Enforce clean code practices, conduct code reviews, and ensure test coverage with tools like Jest/Mocha. ● Use native modules and third-party APIs for platform-specific capabilities. ● Troubleshoot and resolve complex issues related to performance, reliability, and scaling. ● Promote agile processes, take ownership of sprint planning, and ensure timely delivery of features. ● Maintain comprehensive documentation including component libraries, API contracts, and architectural guidelines. Qualifications & Skill Requirements ● Min Qualifications: Diploma in CS from NIIT or a renowned institute ● 6+ years of experience in React Native with clear understanding of RN concepts and 2 years+ leading a team ● Strong hands-on experience with Redux, React Query, and TypeScript. ● Familiarity with React Native New Architecture (Fabric, TurboModules). ● BFSI experience is a plus. ● Experience publishing apps to iOS App Store and Google Play Store. ● Solid understanding of mobile design principles and performance optimizations. ● Strong grasp of JavaScript/TypeScript, REST APIs, and third-party integrations. ● Comfortable with automated testing frameworks such as Jest, Mocha, Detox. ● Proficient in Git workflows, CI/CD practices, and code versioning standards. ● Excellent problem-solving, analytical, and team collaboration skills. ● Educational Qualification: Diploma or Degree in Computer Science or equivalent. ● Ability to work independently and manage multiple priorities in a fast-paced environment
Key Deliverables 1. Design structured classroom, virtual, and blended learning programs tailored to the needs of the PCG team. 2. Deliver training on financial products (MF, PMS, AIF), market trends, asset allocation, and client handling techniques. 3. Conduct mock sessions, product refreshers, and certification-based training programs. 4. Partner with Zonal/Regional Heads and PCG Business Leads to identify training needs via regular feedback, performance metrics, and data insights. 5. Customize interventions based on advisor lifecycle stages (new joinee, experienced, leadership). 6. Share success stories and best practices from top-performing advisors and senior leaders. 7. Measure effectiveness through pre/post assessments, feedback, and business KPIs (client acquisition, retention, AUM growth). 8. Share monthly reports with insights and recommendations for future training focus areas. 9. Coordinate with regional trainers to drive uniformity and delivery excellence. Role Requirements Education: Graduate/Postgraduate in Finance, Business Administration, or relevant field. Additional certifications like CFP, CFA, or NISM modules preferred. Experience: Minimum 5–8 years of experience in financial advisory, wealth management training, or L&D roles. Exposure to HNI/UHNI client handling or advisory business will be an advantage. Location Flexibility: Willingness to travel for regional rollouts and joint field sessions (PAN India). Desired Skill Set Desired Skill Set Excellent communication, facilitation, and interpersonal skills. Expertise in adult learning principles and instructional design. In-depth knowledge of mutual funds, PMS, AIF, and financial planning. Strong analytical skills to evaluate training impact. Ability to engage senior stakeholders and drive training alignment with business strategy. Proficiency in MS Office, PPT, and LMS tools.
Technical Leadership: Guide architecture and design decisions, ensuring scalable and robust ASP.NET/MVC-based solutions. Team Management: Manage and mentor a team of 4–5 developers, conduct performance reviews, and oversee task allocation. Hands-on Contribution: Actively contribute to coding critical modules, create PoCs, and unblock developers when needed. Frontend Expertise: Drive frontend development using JavaScript frameworks (React/Angular), ensuring seamless integration with backend APIs. Framework Proficiency: Strong expertise in ASP.NET MVC (controllers, models, views, Razor syntax) or ReactJS (component-based architecture, JavaScript/TypeScript, HTML5, CSS3). Atleast one of these is mandatory. API Development & Integration: API Build and manage REST APIs, ensuring authentication, versioning, and contract consistency. SQL Server Backend: Design and optimize database structures (SPs, indexing, joins, views, triggers) Issue Management & Support: Handle production issues, conduct root cause analysis, and coordinate with support teams. Go-Live Readiness: Oversee deployment checklists, manage cutover plans, and ensure smooth post-go-live support. Agile & DevOps Practices: Drive CI/CD, release planning, code merging, and sprint tracking. Documentation & Knowledge Transfer: Maintain technical documentation, architecture diagrams, and conduct KT sessions. Communication Skills: Collaborate with stakeholders to translate business requirements into technical deliverables. Code Review & Quality: Ensure adherence to coding standards, conduct peer reviews, and promote reusable components. Security & Compliance: Implement role-based access, secure coding practices, and token handling. Qualifications & Experience • Proven experience as a Technical Lead or Senior Developer with ASP.NET MVC and/or ReacJS. • Strong database and API development expertise. • Solid knowledge of Agile methodologies and DevOps practices. • Excellent communication, leadership, and problem-solving skills Preferred Skills • Domain Knowledge: Basic understanding of investment and financial services (Mutual Funds, Portfolio, AUM, Transactions). • Co-pilot & AI Tools: Familiarity with GitHub Co-pilot or similar AI-assisted development tools
• Team Leadership & Supervision: o Manage a team of policy servicing associates, providing guidance, training, and performance evaluations. o Foster a collaborative environment to achieve departmental goals and maintain high morale. • Policy Alterations & Transactions: o Oversee processing of financial policy changes-Fund Transfer of fund value to issuance of new policy/application. o Ensure adherence to Service Level Agreements (SLAs) and regulatory timelines. • Vendor Management: o Supervise vendor, ensuring timely processing of FT Request and balance payment to client account with accuracy and compliance of regulatory guidelines. o Coordinate with internal departments and external vendors to facilitate timely billing settlements. • Customer Service Excellence: o Address escalated customer queries and complaints, providing resolutions in line with company policies. o Implement feedback mechanisms to continuously improve service delivery. • Process Improvement & Compliance: o Regularly review and update Standard Operating Procedures (SOPs) to align with industry best practices and regulatory changes. o Conduct audits and quality checks to ensure compliance with internal and external standards. • Reporting & Documentation: o Prepare and present regular reports on team performance, policy servicing metrics, and customer satisfaction. o Maintain accurate records of all policy servicing activities for audit and compliance purposes. ________________________________________ ???? Qualifications & Experience • Educational Background: o Bachelor's degree in any discipline; preference for degrees in Business Administration, Finance, or Insurance. • Experience: o Minimum of 3- 5 years in life insurance policy servicing. o Familiarity with regulatory frameworks and compliance requirements in the Indian insurance sector. ________________________________________ ???? Desired Skills & Attributes • Strong analytical and problem-solving abilities. • Excellent communication and interpersonal skills. • Detail-oriented with a focus on accuracy and efficiency. • Ability to manage multiple tasks and prioritize effectively. • Customer-centric mindset with a commitment to service excellence.
• Compliance: A. SEBI reporting for AIFs (alternative investment funds) and VCFs (venture capital funds) B. All applicable compliances under AIF Regulations and PPM of AIFs/VCFs C. SEBI compliances for Portfolio Management Services (PMS) D. RBI Compliances such as: InVi reporting, FC-TRS reporting and FLA Reporting E. Assist in various audits: PPM Audit, Internal Audit and Statutory Audit F. Monitor applicable compliance requirements for Fund in Mauritius by closely working with the administrator in Mauritius G. Obtain other necessary regulatory registrations such as SCORES, CKYC, KRA, LEI, FATCA, FLA, RBI - FIRMS Portal for InVi and FC-TRS, etc. H. Draft/ Prepare/ Review/ Annual Trustee Compliance Test Report I. Assist in preparation/drafting of applications/letters/communications with SEBI, RBI, trustee, investors or other applicable stakeholders for AIFs/VCFs J. Assist in winding up and surrender of VCF/AIF registrations K. Interpreting and execution of compliance with requirements of all Fund documents (including side letters) L. Assistance on investor due diligence: AML/KYC checks, world check screening, FATCA compliances etc. M. Investment process: Review condition precedents documents, condition subsequent documents related to investments made by AIFs N. Updating the investment compliance monitoring portal - PROMISE O. Compliance with investment and exit process as per internal protocol P. Liaising/Communicating with SEBI, RBI, trustee, lawyer, Investment Team, Fund Administration Team, portfolio companies, investors etc. Q. Liaising with Secretarial team for requisite board resolution or other required documents R. Obtain/update DSC, DIN for authorised signatories, nominee directors S. To assist nominee directors in applicable Companies Act compliances such as DIR-3 KYC, MBP- 1, DIR-8, DIR-2, etc. T. Keep track on regulatory update for AIFs / VCFs / PMS businesses, timely update to management and ensure implementation of the same • Legal: A. Review and approval of non-disclosure agreements, engagement letters, consultancy agreements, and similar agreements as required from time to time, B. Review and preparation of deed of adherence for transfer/transmission of units of AIFs C. Drafting or review of letters, communication with SEBI, RBI, Trustee, investors, D. Drafting review of communications/notices/reminder to investee companies/portfolio companies of AIFs E. Drafting or review of various policies, procedures, processes applicable to Fund Manager or AIFs/VCFs from time to time, including but not limited to PMLA Policy, Conflict of Interest Policy, Risk Management Policy, Outsourcing Policy, Stewardship Policy, etc.
• Able to contribute to Strategic decisions of Investment / Divestment • Serve as the primary liaison with IFSCA and other relevant regulatory bodies. • Ensure compliance with all applicable laws, rules, regulations, and circulars issued by IFSCA, SEBI, RBI, IRDAI, or other authorities as applicable. • Oversee day-to-day business operations and ensure adherence to internal controls and governance standards. • Act as the key signatory for all regulatory filings and operational matters. • Design, implement, and monitor policies and procedures to ensure compliance across departments. • Maintain oversight of KYC/AML procedures and risk management frameworks. • Lead internal and external audits, inspections, and regulatory examinations. • Ensure timely submission of periodic reports, returns, and disclosures to the regulators. • Provide strategic input to the management and board regarding regulatory developments and business planning. • Liaise with external consultants, legal advisors, and internal stakeholders to maintain seamless operations. • Train and guide compliance and operational staff to ensure company-wide awareness and implementation of regulatory standards. Qualifications • Postgraduate with any one or more of the degrees i.e., MBA, CA, ICWA, CS, CFA. • At least 06-10 years of experience in tototal out of which minimum 3 to 5 years in business roles such as Broking, Investment banking, Private equity, Mutual Fund, NBFC etc. • Has reasonable knowledge of compliance, risk, operations, or legal functions in financial services. • Prior experience as a Principal Officer, or a similar leadership role in a regulated entity is preferred. • Strong leadership, communication, and stakeholder management skills. Preferred Skills • Understanding of operations within an IFSC setup or cross-border financial services environment. • Hands-on approach with an eye for detail. • Ability to operate in a fast-paced, dynamic environment and manage multiple responsibilities.
1. Finance background (degree or experience in asset/wealth management) 2. CRM skills (Salesforce, client servicing) 3. Strong communication (client-facing support, presentations) 4. Tech-savvy (Excel, PowerPoint, Bloomberg/Morningstar) 5. Detail-oriented & organized (handling data, onboarding, compliance) 1. Finance background (degree or experience in asset/wealth management) 2. CRM skills (Salesforce, client servicing) 3. Strong communication (client-facing support, presentations) 4. Tech-savvy (Excel, PowerPoint, Bloomberg/Morningstar) 5. Detail-oriented & organized (handling data, onboarding, compliance)
1. Security Project Management - Collaborating with Scrum teams, including the CISO of multiple entities and their respective teams, to align security practices across projects. - Implementing and managing the Security Program, with a focus on continuous improvement and compliance. - Highlighting the GAP and remediation plans - Management Reporting with respect to Security programs as well as Data Governance 2. Governance, Risk, and Compliance (GRC) - Managing all aspects of GRC to ensure our organization meets regulatory requirements and industry best practices across entities of MO businesses - Preparing monthly reports that provide clear insights into our security posture and risk landscape. - Managing reporting dashboards to track key metrics and inform decision-making. 3. Business Continuity and Crisis Management - Understanding and conducting Business Continuity Planning (BCP) meetings to safeguard operations. - Conducting and implementing Board-level Crisis Communication and Management Plan (CCMP) exercises, which have notably strengthened our crisis preparedness. - Leading CCMP implementation and providing essential training to ensure readiness across the organization. 4. Awareness and Training - Promoting customer security awareness through targeted initiatives. - Board level security training as part of compliance training. - Enhancing employee security awareness with regular training and communications. 5. Vulnerability Management - Coordinating Bug Bounty programs, including managing external vulnerability submissions and following up to ensure timely resolution. 6. Data Governance Program Management - Managing and implementing data governance initiatives to ensure data integrity, security, and compliance across all business units. 7. Security Procurement - Overseeing procurement management to ensure vendors meet our security standards. Role Requirements 1. Educational Qualifications: Information Security, Computer Science, or a related field 2. Experience: 8-13 years.
1. Team Leadership & Performance Management o Lead, mentor, and monitor a team of Case Managers (AM/DM/Executives) to achieve defined SLAs and quality benchmarks. o Allocate and prioritize workload based on case complexity and turnaround time requirements. o Conduct regular reviews, training sessions, and feedback discussions to drive continuous improvement. 2. Operational Excellence & Quality Control o Ensure all claims are reviewed for admissibility, accuracy, and adherence to clinical and policy standards. o Implement audit frameworks and conduct random checks on high-value or complex claims. o Track and improve key operational metrics such as turnaround time (TAT), error rate, and customer satisfaction. 3. Cost & Risk Management o Monitor and control cost escalations and overbilling trends through data-driven insights. o Identify potential abuse, inflation, or deviation from approved treatment protocols and take corrective actions. o Drive initiatives to reduce claim disputes and enhance resolution speed. 4. Stakeholder Coordination & Escalation Handling o Act as the escalation point for internal and external stakeholders including hospitals, TPAs, underwriting, and FWA teams. o Ensure seamless communication between case managers and network providers to resolve issues in real time. o Represent the Case Management unit in cross-functional discussions and audits. 5. Process Improvement & Reporting o Analyse data and identify process gaps, recommend corrective measures, and implement standard operating procedures. o Prepare periodic MIS reports on team performance, claim patterns, and financial impact. o Stay abreast of regulatory updates, coding changes, and healthcare cost trends. 6. Training & Development o Build team capability on medical coding (ICD, CPT), clinical protocols, and regulatory compliance. o Foster a culture of learning, ethics, and customer-centricity within the team. Education: • Bachelor’s degree in Medicine (MBBS/BAMS/BHMS) mandatory.
• Ideate and coordinate the creation of collaterals – brochures, catalogues, ATL/BTL material, social media creatives, etc. • Develop and write compelling content including blogs, press releases, editorials, video scripts, catalogues, Ad & post copies and more. • Manage photoshoots, video shoots, and brand visual storytelling in collaboration with creative teams. • Work closely with internal teams and external creative, digital, and media agencies for campaign execution. • Ensure all communication adheres to the brand voice, guidelines, and strategic positioning. • Handle marketing budgets, including cost estimation, negotiation, and vendor management. • Support in conducting market surveys, feedback assessments, and industry research. • Assist in BTL activations, exhibitions, and brand events when required. Education • English medium or Convent Graduate background is essential. • MBA in Marketing / PG Diploma in Mass Communication, Advertising, or related field. Experience • Asst. Manager: Minimum 5 years in Marcom or branding roles, preferably in creative agencies or reputed B2B/B2C organizations. Key Skills • Deep understanding of branding, storytelling, and integrated marketing communication. • Excellent written and verbal communication skills. • Creative mindset with the ability to translate business goals into compelling communication. • Proficiency in content creation tools like Canva; familiarity with AI-based content/design tools is a plus. • Hands-on experience with agency coordination, budgeting, and vendor management. • Basic knowledge of design/editing tools (Photoshop, Illustrator, Premiere Pro) is an added advantage. • Strong team collaboration, project ownership, and time management skills. • Ability to work in a fast-paced, cross-functional environment with attention to detail. Internal for TA Team- Key Search Areas (for hiring focus) • Professionals from advertising/digital/creative agencies. • Candidates from building material, real estate, lifestyle, FMCG or design-driven B2B brands. • Strong exposure to content writing, campaign execution, and brand marketing. • Candidates with prior experience in product launches, events, trade shows, or BTL activities. • Hands-on professionals with visual communication sense and campaign management experience.
√ Accountable for Zonal W/H Stock Match with Books on 100% Accuracy level. 20% √ Monitor day to day performances of the W/Hs within the Zone, identify bottlenecks and suggest solutions, build corrective actions and escalate where necessary. 20% √ Drive continuous improvement of On-Time In-Full delivery performance 10% √ Identify operational challenges, Initiate process improvements & Cost reduction in Zonal level Operations. 10% √ Monitor Zonal teams to ensure right channel mix for availability of Material Across zones, Manufacturing, outsourcing & maximize delivery to Customers and minimum Lost orders. 10% √ Balancing minimum stock Matrix as per sales strategies and new projections intra-zonal warehouses. 5% √ Ensuring Utilization of Resources at Zonal Level 5% √ Keeping Logistics up to Delivery schedule and time with Lowest cost and Service Paraments 5% √ Monitoring stock movement around various inventory locations and ensure FIFO, Lowest damages, identify damages scenario and find a root cause and build action plan. 10% √ Drive Daily/ weekly / monthly performance review of the W/Hs and build action plans to improve performance where necessary 5% QUALIFICATIONS EDUCATION – Check the minimal educational background, certification and license required to competently perform the essential responsibilities of the job. _√_ Bachelor’s degree _√_ MBA in Supply Chain management EXPERIENCE – Indicate below the minimum number of years of experience required to perform the essential responsibilities of the job. 12-15 Years of minimum experience in Supply Chain Management AGE- 42-45 years SPECIALIZED SKILLS – Special skills and/or behavioral competencies required to perform the essential responsibilities of the job. 1. Inventory Control, 2. SCM Skills OPTIONAL: SUPERVISION; _√_ The position has immediate oversight of employees* while most of the time performing the same or directly related work as those the position leads. _√_ The position supervises or manages the work of at least two full-time employees* or the equivalent. The position includes decisions or recommendations regarding personnel actions such as hiring, disciplinary action, overtime, changes in pay and terminations.
• Strategic Leadership: Develop and execute a comprehensive placement strategy aligned with the university’s vision and students’ career aspirations. • Industry Engagement: Forge and maintain strong relationships with corporates, startups, government bodies, and industry associations to create placement and internship opportunities. • Placement Operations: Organize campus recruitment drives, job fairs, pool drives, and pre-placement talks across all departments. • Student Preparedness: Design and implement training programs on soft skills, interview techniques, aptitude tests, resume building, and career counseling. • Internship Coordination: Facilitate internships for students in collaboration with academic departments and industry partners. • Data Management & Reporting: Maintain placement records, generate periodic reports, and present data to the university leadership for continuous improvement. • Alumni Engagement: Leverage alumni network for mentoring, referrals, and placement opportunities. • Collaboration with Faculty: Work closely with department heads and faculty to understand curriculum strengths and align placement initiatives accordingly.
We are seeking detail-oriented individuals to join in our highly dynamic and fast growing Case Management team in claims operations. It involves the timely coordination of quality healthcare services to address a client’s specific needs in a cost-effective manner to promote optimal outcomes for customers. This role focuses on reviewing, analysing the claims, identifying and resolving the abuse, inflation in claims and adherence to policy terms. The ideal candidate will ensure compliance with policies, prevent financial losses, and uphold the integrity of the claims process while collaborating with internal teams and external healthcare providers with customer centric approach. Key Responsibilities: 1. Case Review / analysis: 2. Cost Management/ Utilization Review: 3. Communication and Collaboration: 4. Documentation, data analysis & Reporting 5. Patients advocacy and Quality Improvement: Education: Bachelor’s degree in Medicine (MBBS/BAMS/BHMS), MBA in Healthcare Management, or related field will be added advantage. Experience: Minimum 2-3 yrs. experience preferably in Hospitals, TPA’s, Health Insurance. Knowledge Requirement: - Familiarity with cashless claim processes, TPAs, and insurer-provider contracts. - Understanding of health insurance policy terms, Clinical protocols, IRDAI guidelines Skills: - Strong clinical knowledge and problem-solving abilities. - Excellent communication for negotiations and stakeholder collaboration. - Proficiency and knowledge of MS Excel, PowerPoint and/or analytics tools - Knowledge of health insurance terms and IRDA guideline Key Competencies: - High ethical standards and attention to detail. - Critical thinking to assess complex claims and their billing patterns. - Ability to manage fast-paced claims environment. -Quick learner and Process oriented individual.
. Rejection Review - Review and validate all rejection recommendations of claims to ensure compliance with policy terms, regulatory guidelines, and documentation standards. - Clarify on the disputed recommended rejections by collaborating with claims processors, UW, FWA, and other functional teams as and when needed. - Document root causes of rejections and report trends to senior management for corrective action. 2. QC of Approval Cases: - Evaluate and do QC for approval cases (threshold defined by the organization) after thorough scrutiny of medical reports, policy terms and admissibility of claims. - Coordinate with underwriters, with claims processors, and FWA team for complex cases. - Escalate ambiguous cases to senior leadership with detailed recommendations. 3. Compliance & Audit: - Ensure adherence to IRDAI guidelines, internal SOPs, and policy terms and conditions - Conduct periodic audits of rejected/approved claims and identify/address gaps and provide suggestion through training team for further actionable. - Liaise with internal stakeholders to resolve findings and implement corrective measures. 4. Process Improvement - Identify inefficiencies in claims processing and design solutions to reduce errors and turnaround time. - Stay updated on industry trends (e.g., digital claims processing, AI tools) to enhance QC frameworks. 5. Reporting & Stakeholder Collaboration - Collaborate with claims, underwriting, and customer service teams to resolve systemic issues/ grievances. 6. Customer Satisfaction - Address escalations related to claim rejections/approvals, ensuring transparency and fairness. - Uphold the company’s reputation through timely and compliant decisions. Qualifications: Education: Bachelor’s degree in Medicine (MBBS /BAMS/BHMS), Healthcare Management, or related field. - Experience: 3–5 years in health insurance /TPA for claim processing or QC with 2+ years core experience in transaction of reimbursement health claims, experience in fixed benefit cases will be added advantage Skills: - Expertise in IRDAI regulations, medical terminology, and claims workflows. - Proficiency in claims management software - Analytical mind-set, strong decision-making, and conflict-resolution skills. Key Competencies: - Attention to details and quick learner, Result oriented - Ethical judgment and risk management. - Strong analytical skills and understanding of health insurance policy terms - Self-starter, willing to learn and flexible.
The Executive Assistant will serve as a key administrative support resource to the Pro Vice Chancellor: Administration (PVCAdmin), ensuring efficient day-to-day operations across a broad portfolio of functions including governance, compliance, finance, HR, engineering services, registrar’s office, international relations, and external affairs. The ideal candidate must exhibit high levels of professionalism, discretion, and organizational skill, with a demonstrated ability to manage complex calendars, prioritize tasks, and communicate effectively in English, Bengali and Hindi across internal and external stakeholders. ________________________________________ Key Responsibilities: • Calendar and Diary Management: o Manage the Pro Vice Chancellor’s daily schedule, appointments, and meetings with precision and efficiency. o Coordinate complex scheduling across internal departments and external partners, maintaining awareness of priorities and deadlines. o Prepare meeting agendas, minutes, and follow-up notes as required. • Administrative Support: o Act as the first point of contact for the PVC’s office, handling correspondence, calls, and visitors with politeness and professionalism. o Draft, proofread, and format letters, presentations, and reports. o Maintain organized digital and physical filing systems for confidential records. • Communication & Coordination: o Liaise with heads of departments, faculty, staff, external agencies, and international partners on behalf of the PVC. o Follow up on action items and ensure timely updates are provided to the PVC. o Support in preparing presentations and briefing materials for meetings, including Board and committee meetings. • Data Handling & Reporting: o Create and manage spreadsheets, reports, and data analyses using MS Excel. o Prepare professional PowerPoint presentations for internal and external presentations/events. o Monitor deadlines and ensure timely submission of key reports or documentation. • Operational Efficiency: o Support smooth functioning of the PVC’s office including travel arrangements, logistics, and expense management. o Maintain absolute discretion and confidentiality with all sensitive information. o Provide proactive administrative support during audits, inspections, and compliance reviews. ________________________________________ Required Qualifications & Skills: • Graduate or Postgraduate degree in Business Administration, Office Management, or a related field. • Minimum 5 years of experience in a similar executive assistant or administrative role, preferably in higher education or a corporate/government setting. • Advanced proficiency in MS Office Suite: o Excel: VLOOKUP, Pivot Tables, Charts, Dashboarding. o PowerPoint: Well-structured, professional presentations. o Outlook & Word: Efficient handling of email, scheduling, and document formatting. o AI based tools • Excellent written and verbal communication skills in English, Bengali & Hindi. • High standards of personal conduct, discretion, and professionalism. • Punctual, disciplined, and dependable with strong organizational skills. • Ability to handle multiple tasks, manage time effectively, and work under pressure. ________________________________________ Desirable Attributes: • Familiarity with the functioning of academic institutions, especially administrative structures in Indian universities. • Basic knowledge of compliance, HR, or finance processes. • Experience working with senior leadership and multi-stakeholder environments. • Polite, respectful, and courteous demeanor in all interactions. ________________________________________ Work Hours: • Full-time on-campus position. • Standard hours: [10 am to 6 pm, Monday-Saturday], with flexibility to extend during high workload periods. ________________________________________ Remuneration: • Competitive salary commensurate with qualifications and experience.
• Lead & manage the agency sales team in Goregaon area to achieve growth & profitability targets. • Build, develop, and motivate a high-performance agency force: recruiting, training, mentoring, and evaluating agents. • Develop strategies to penetrate the market, increase agency productivity, and expand distribution. • Monitor sales performance, track KPIs, analyze gaps, and implement corrective actions. • Maintain strong relationships with key agents, partners & stakeholders. • Ensure compliance with all regulatory, ethical, and company guidelines. • Prepare sales forecasting, budgeting, and reporting for senior management. ________________________________________ Required Profile Attribute Details Age Limit Male: up to 35 years Female: up to 39 years Education Graduate in any discipline (preferably in Business / Commerce / Insurance / Management) Experience Minimum 5–7 years in insurance / agency / financial services sales, with at least 2 years in a leadership / management role Skills & Competencies • Strong leadership & team-building skills • Excellent communication, negotiation, and presentation skills • Deep understanding of agency channel & sales processes • Ability to analyze data, spot trends, and act decisively • Target driven mindset with strong planning & execution skills
1. Dealing in various long & short term Debt instruments of corporate bonds in primary and secondary market 2. Offering various corporate bonds, government securities, state securities to Provident Fund, Family Offices, HNI, Sub broker / IFA . 3. Sourcing of securities from Banks, Primary Dealers & Institutions. 4. Building relationship with clients Role Requirements • Candidates should have experience in the bond market • Qualification : MBA / Graduate • Excellent communication and interpersonal skills, with the ability to effectively interact with clients from diverse backgrounds. • Proficiency in CRM software, Microsoft Office suite, and other relevant tools for customer relationship management and sales tracking. • Ability to work independently and collaboratively in a fast-paced, dynamic environment. • Demonstrated commitment to professionalism, integrity, and ethical conduct in all aspects of client interactions and business operations.
1. Dealing in various long & short term Debt instruments of corporate bonds in primary and secondary market 2. Offering various corporate bonds, government securities, state securities to Provident Fund, Family Offices, HNI, Sub broker / IFA . 3. Sourcing of securities from Banks, Primary Dealers & Institutions. 4. Building relationship with clients Role Requirements • Candidates should have experience in the bond market • Qualification : MBA / Graduate • Excellent communication and interpersonal skills, with the ability to effectively interact with clients from diverse backgrounds. • Proficiency in CRM software, Microsoft Office suite, and other relevant tools for customer relationship management and sales tracking. • Ability to work independently and collaboratively in a fast-paced, dynamic environment. • Demonstrated commitment to professionalism, integrity, and ethical conduct in all aspects of client interactions and business operations.
1. Achieve given AUM and Revenue targets 2. Maintain relationships with the existing network of IFAs 3. Recruit potential new IFAs 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure Role Requirements o Educational Qualifications: Post Graduate o Experience: 5+ Years in sales of investment products through IFA channel. o Team handling experience: Needed o Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel o IT Skills: MS Office and Business Intelligence Applications
1. Sales Strategy: Develop and implement sales strategies and action plans to drive business growth across the assigned channels. Analyse market trends, competition, and customer needs to identify opportunities for product enhancements and market expansion. 2. Lead Generation: Collaborate with the sales team to generate leads for life, health, and general insurance products through various channels, such as referrals, cold calling, networking, and online platforms. Monitor lead quality and provide guidance on effective lead conversion techniques. 3. Customer Relationship Management: Work closely with the sales and advisory teams of Insurance channel to foster strong customer relationships. Support the team in engaging with customers, understanding their insurance needs, and providing customized solutions. 4. Cross-Selling and Upselling: Develop and implement initiatives to drive cross-selling and upselling opportunities for existing customers. Collaborate with the sales team to identify customer needs, match appropriate insurance products, and maximize revenue from the existing customer base. 5. Sales Performance Tracking: Monitor and analyse sales performance metrics, such as revenue, conversion rates, and customer retention. Identify areas of improvement and implement corrective measures to ensure sales targets are met or exceeded. 6. Relationship Management: Build and maintain strong relationships with key stakeholders, including sales partners, branch managers, and internal departments. Collaborate with cross-functional teams to ensure seamless coordination and support in achieving business objectives. Qualifications: 1. Education: Bachelor's degree in any discipline (preferably business, finance, or marketing). 2. Insurance Knowledge: In-depth understanding of life, health, and general insurance products, including their features, coverage, and benefits. Familiarity with insurance market dynamics, competition, and regulatory requirements. 3. Sales Expertise: Extensive experience in insurance sales, with a strong sales track record and a customer-centric approach. Demonstrated success in cross-selling and upselling initiatives. 4. Communication Skills: Excellent verbal and written communication skills in English and Hindi. Ability to effectively communicate and negotiate with stakeholders at all levels. 5. Analytical Skills: Strong analytical and problem-solving abilities. Ability to analyse sales data, identify trends, and make data-driven decisions. 6. Result-Oriented: Proactive, self-motivated, and goal-driven mind-set. Ability to work independently and manage multiple priorities while meeting deadlines.
1. Sales Strategy: Develop and implement sales strategies and action plans to drive business growth across the assigned channels. Analyse market trends, competition, and customer needs to identify opportunities for product enhancements and market expansion. 2. Lead Generation: Collaborate with the sales team to generate leads for life, health, and general insurance products through various channels, such as referrals, cold calling, networking, and online platforms. Monitor lead quality and provide guidance on effective lead conversion techniques. 3. Customer Relationship Management: Work closely with the sales and advisory teams of direct and indirect channels (excluding Franchise) to foster strong customer relationships. Support the team in engaging with customers, understanding their insurance needs, and providing customized solutions. 4. Cross-Selling and Upselling: Develop and implement initiatives to drive cross-selling and upselling opportunities for existing customers. Collaborate with the sales team to identify customer needs, match appropriate insurance products, and maximize revenue from the existing customer base. 5. Sales Performance Tracking: Monitor and analyse sales performance metrics, such as revenue, conversion rates, and customer retention. Identify areas of improvement and implement corrective measures to ensure sales targets are met or exceeded. 6. Relationship Management: Build and maintain strong relationships with key stakeholders, including sales partners, branch managers, and internal departments. Collaborate with cross-functional teams to ensure seamless coordination and support in achieving business objectives. Qualifications: 1. Education: Bachelor's degree in any discipline (preferably business, finance, or marketing). 2. Insurance Knowledge: In-depth understanding of life, health, and general insurance products, including their features, coverage, and benefits. Familiarity with insurance market dynamics, competition, and regulatory requirements. 3. Leadership Experience: Proven track record of successfully leading and managing a team of insurance sales professionals. Ability to inspire and motivate team members to achieve sales targets and deliver exceptional customer service. 4. Sales Expertise: Extensive experience in insurance sales, with a strong sales track record and a customer-centric approach. Demonstrated success in cross-selling and upselling initiatives. 5. Communication Skills: Excellent verbal and written communication skills in English and Hindi. Ability to effectively communicate and negotiate with stakeholders at all levels. 6. Analytical Skills: Strong analytical and problem-solving abilities. Ability to analyse sales data, identify trends, and make data-driven decisions. 7. Result-Oriented: Proactive, self-motivated, and goal-driven mind-set. Ability to work independently and manage multiple priorities while meeting deadlines.
The Human Resource Executive will support daily HR operations, ensuring smooth employee lifecycle processes from recruitment through exit. This role is hands-on and involves maintaining HR records, facilitating onboarding/offboarding, assisting with compliance, employee relations, and contributing to a positive work environment. Key Responsibilities: • Manage end-to-end recruitment: job postings, sourcing, screening resumes, coordinating interviews, selecting candidates, and issuing offer letters. • Facilitate smooth onboarding and orientation for new hires; manage offboarding, exit procedures and documentation. • Maintain and update employee records, both electronic and physical; ensure data integrity in HRIS or other HR databases. • Support payroll / leave management: track attendance, leaves, entitlements, and coordinate with finance or payroll teams. • Coordinate employee engagement initiatives, welfare activities, and help maintain a positive work culture • Support performance management processes: coordinate appraisals, feedback sessions, and help managers with performance tracking
As an IT Accounts – Team Member, you will: 1. Manage and update financial transactions using TRACE application. 2. Handle procurement of IT hardware/software, vendor coordination, and ensure timely delivery across branches. 3. Generate and manage Purchase Orders (POs), process vendor payments, and maintain ledgers. 4. Oversee accounts receivable and payable, ensuring timely reconciliations and follow-ups. 5. Perform vendor statement reconciliations and bank reconciliations. 6. Ensure full compliance with GST, TDS, and other statutory tax requirements including filings and reconciliations. 7. Maintain contracts, agreements, and statutory documentation. 8. Liaise with internal teams and external vendors to resolve procurement or payment issues. 9. Support budgeting, cost optimization, and MIS reporting. 10. Ensure audit readiness and compliance with organizational policies. Role Requirements 1. Educational Qualifications: M.Com (Finance) or equivalent 2. Experience: 7–8 years of experience in IT procurement, vendor management, GST/TDS compliance, and financial operations. 3. Domain Knowledge: Proficient in IT procurement lifecycle, vendor negotiations, receivables & payables, statutory tax compliance, vendor & bank reconciliations, budgeting, and resource allocation 4. IT Sills:Experienced in TRACE Application and Tally ERP 9, with strong proficiency in MS Office (Excel, Word, PowerPoint) Why Join Motilal Oswal Financial Services? • Be part of one of India’s most trusted and respected financial services brands. • Gain exposure to finance, procurement, and tax compliance in a leading BFSI organization. • Collaborate with experienced professionals in accounts, taxation, and IT procurement. • Access structured career growth opportunities in finance and operations. What We Offer At Motilal Oswal, you will be part of a dynamic and supportive culture where innovation is celebrated: • Competitive compensation aligned with market standards. • Exposure to cross-functional roles in finance, procurement, and compliance. • A supportive, compliance-driven, and innovation-friendly culture.
Participate in requirement discussions & create functional understanding. • Design, review, and execute test cases based on requirements & design docs. • Perform functional, regression, integration, and automation testing. • Manage defect lifecycle: logging, tracking, retesting, and reporting. • Conduct smoke testing post code deployments in UAT/Production. • Support clients with basic troubleshooting and query resolution post-production. • Prepare defect analysis reports & effort estimates. • Collaborate with cross-functional teams. ______________ Must Have Skills • 3–6 years’ experience in Manual & Automation Testing. • Strong understanding of Testing Concepts, Principles & Test Design techniques. • Hands-on with test case creation, regression testing, defect tracking tools. • Experience in SQL querying, web testing & performance testing. • Exposure to integration testing in complex domains (preferred). • Familiarity with test management tools (desirable). • Strong analytical skills and quick learner of business domains
Strategic Leadership • Partner with the CEO and executive team on long-term financial planning and strategic decision-making. • Contribute to overall company strategy with financial insights and risk assessments. • Develop and implement financial strategies that support company objectives and scalability. Financial Planning & Analysis • Oversee budgeting, forecasting, and financial modeling to drive business performance. • Monitor key financial metrics and KPIs; recommend actions to optimize financial outcomes. • Ensure accurate and timely financial reporting and analysis. Accounting & Compliance • Lead and manage the finance and accounting functions, ensuring accurate and GAAP-compliant reporting. • Ensure timely month-end and year-end closes, audits, and statutory compliance. • Maintain relationships with external auditors, regulators, tax advisors, and legal counsel. Treasury & Cash Management • Oversee cash flow management, working capital optimization, and capital allocation. • Manage banking relationships, debt facilities, and investment strategies. Risk Management & Controls • Establish and maintain robust internal controls, risk management frameworks, and financial policies. • Ensure the company meets all legal, regulatory, and tax obligations. Investor Relations (if applicable) • Serve as the primary liaison for investors, analysts, and financial stakeholders. • Lead fundraising initiatives, including equity or debt financing, when required. Team Leadership • Build and lead a high-performing finance team. • Foster a culture of accountability, transparency, and continuous improvement
• Strategic HR Partnership: Collaborate closely with the leadership team in Central Operations to align HR strategies with the business objectives. Act as a trusted advisor to senior leaders and managers. • Employee Relations & Engagement: Foster a positive work environment by managing employee relations issues, addressing concerns, and ensuring employee engagement initiatives are effective. • Talent Management & Development: Oversee talent acquisition, performance management, and succession planning for the central operations team. Support leadership in building a high-performance culture through continuous feedback and development programs. • HR Operations: Lead HR processes such as workforce planning, employee lifecycle management, compensation & benefits administration, and policy development for corporate teams. • Change Management: Guide leadership and employees through organizational change, helping to navigate transitions and ensure smooth implementation of changes. • Compliance & Policy Adherence: Ensure compliance with labor laws, organizational policies, and industry best practices across all HR processes. • Data-Driven Decision Making: Utilize HR analytics to drive decisions related to talent retention, performance improvement, and workforce efficiency. Key Requirements: • Experience: Minimum of 4+ years in a similar HRBP role, with exposure to managing a large headcount of 500–800 employees in a corporate or central operations setting. Skills: • Strong understanding of HR best practices and corporate HR functions. • Excellent interpersonal and communication skills. • Proven ability to work with senior management and influence decisions. • Strong problem-solving skills and the ability to navigate complex HR challenges. • Prior experience in supporting non-sales functions (central operations, corporate office) is preferred. • A degree in Human Resources, Business Administration, or a related field. Additional certifications in HR or management will be a plus.
• Strategic HR Partnership: Collaborate closely with the leadership team in Central Operations to align HR strategies with the business objectives. Act as a trusted advisor to senior leaders and managers. • Employee Relations & Engagement: Foster a positive work environment by managing employee relations issues, addressing concerns, and ensuring employee engagement initiatives are effective. • Talent Management & Development: Oversee talent acquisition, performance management, and succession planning for the central operations team. Support leadership in building a high-performance culture through continuous feedback and development programs. • HR Operations: Lead HR processes such as workforce planning, employee lifecycle management, compensation & benefits administration, and policy development for corporate teams. • Change Management: Guide leadership and employees through organizational change, helping to navigate transitions and ensure smooth implementation of changes. • Compliance & Policy Adherence: Ensure compliance with labor laws, organizational policies, and industry best practices across all HR processes. • Data-Driven Decision Making: Utilize HR analytics to drive decisions related to talent retention, performance improvement, and workforce efficiency. Key Requirements: • Experience: Minimum of 4+ years in a similar HRBP role, with exposure to managing a large headcount of 500–800 employees in a corporate or central operations setting. Skills: • Strong understanding of HR best practices and corporate HR functions. • Excellent interpersonal and communication skills. • Proven ability to work with senior management and influence decisions. • Strong problem-solving skills and the ability to navigate complex HR challenges. • Prior experience in supporting non-sales functions (central operations, corporate office) is preferred. • A degree in Human Resources, Business Administration, or a related field. Additional certifications in HR or management will be a plus.
• Strategic HR Partnership: Collaborate closely with the leadership team in Central Operations to align HR strategies with the business objectives. Act as a trusted advisor to senior leaders and managers. • Employee Relations & Engagement: Foster a positive work environment by managing employee relations issues, addressing concerns, and ensuring employee engagement initiatives are effective. • Talent Management & Development: Oversee talent acquisition, performance management, and succession planning for the central operations team. Support leadership in building a high-performance culture through continuous feedback and development programs. • HR Operations: Lead HR processes such as workforce planning, employee lifecycle management, compensation & benefits administration, and policy development for corporate teams. • Change Management: Guide leadership and employees through organizational change, helping to navigate transitions and ensure smooth implementation of changes. • Compliance & Policy Adherence: Ensure compliance with labor laws, organizational policies, and industry best practices across all HR processes. • Data-Driven Decision Making: Utilize HR analytics to drive decisions related to talent retention, performance improvement, and workforce efficiency. Key Requirements: • Experience: Minimum of 4+ years in a similar HRBP role, with exposure to managing a large headcount of 500–800 employees in a corporate or central operations setting. Skills: • Strong understanding of HR best practices and corporate HR functions. • Excellent interpersonal and communication skills. • Proven ability to work with senior management and influence decisions. • Strong problem-solving skills and the ability to navigate complex HR challenges. • Prior experience in supporting non-sales functions (central operations, corporate office) is preferred. • A degree in Human Resources, Business Administration, or a related field. Additional certifications in HR or management will be a plus.
• Demonstrable experience in the areas of BI development . • A background in (or a firm grasp of) data warehousing and mining. • Up-to-date knowledge of the BI industry and its various languages or systems. • Develop and execute database queries and conduct analyses • A strong analytical mind with proven problem-solving abilities. • The ability to innovate with computer science-centric competencies. • Familiarization with accounting system and visualization with financial data • Develop and update technical documentation • Conduct unit testing and troubleshooting • Collaborate with teams to integrate systems Required Skill Set • Proven experience as a BI Developer. • Understanding of Data modelling ,Data processing ,Data Cleaning (Alteryx Preferred) • Knowledge and experience in working with finance and accounting. • Background in data warehouse design (e.g. dimensional modelling) and data mining • Familiarity with BI technologies (e.g. , Microsoft Power BI,) • Knowledge of SQL queries, SQL Server Reporting Services (SSRS) and SQL Server Integration Services (SSIS) • Proven abilities to take initiative and be innovative • Analytical mind with a problem-solving aptitude • Educational Background • B.Tech/M.Tech. Preferred Work Experience • 4-8 Years overall experience • 3 + Years’ experience in BI Developer
Channel Strategy & Management Develop and implement an integrated engagement strategy across all customer-facing channels (email, SMS, social media, in-app, web, chatbot, etc.). Ensure messaging is consistent, personalized, and aligned with the customer journey. Campaign Execution & Optimization Plan, execute, and optimize engagement campaigns focused on onboarding, retention, win-back, loyalty, and advocacy. A/B test content, delivery time, and channels for maximum impact. Customer Insights & Segmentation Leverage customer data to create targeted campaigns based on behavior, demographics, and engagement history. Use analytics to continuously improve channel performance. Technology & Tools Manage CRM and marketing automation tools (e.g., Salesforce, HubSpot, Braze, Klaviyo, etc.). Collaborate with IT and Data teams to ensure proper tracking and data integration. Collaboration & Alignment Work closely with Product, Sales, Customer Support, and Brand teams to align messaging and ensure a cohesive customer experience. Coordinate with external agencies or partners if required. Reporting & KPIs Track, measure, and report on key engagement metrics (CTR, open rate, churn, NPS, retention, etc.). Provide actionable insights and recommendations to senior leadership. Qualifications: Bachelor’s degree in Marketing, Business, Communications, or related field. 3–5 years of experience in customer engagement, CRM, or digital marketing. Strong understanding of customer journey mapping and lifecycle marketing. Experience with CRM/marketing automation tools and analytics platforms. Excellent communication, project management, and analytical skills. Creative mindset with strong attention to detail and customer-centric thinking. Preferred Skills: Experience in omnichannel campaign management. Knowledge of segmentation, personalization, and data privacy regulations (GDPR, CAN-SPAM, etc.). Background in [Industry – e.g., eCommerce, SaaS, Fintech, etc.].
• Drive product development from concept to launch, working closely with design, engineering, and business teams. • Analyze user behavior and data to identify opportunities for growth and improvement. • Own product metrics, set goals, and track performance. • Translate business requirements into clear product flows and specifications. What we’re looking for: • 1–2 years of experience in product management. • Strong analytical and problem-solving skills — must be comfortable working with numbers and data. • Bonus: Knowledge of financial markets, investing, or fintech products. • Preference for graduates from Tier-1 institutions. Why Riise? • Be part of a high-growth fintech shaping how Indians invest. • Opportunity to take ownership early and work on products with massive scale. • Young, fast-paced, and collaborative culture.
Talent Acquisition & Workforce Planning Collaborate with IT leaders to understand manpower needs and build robust hiring plans. Partner with the talent acquisition team to ensure timely and quality hiring for tech roles (developers, DevOps, cybersecurity, infrastructure, etc.). Drive campus hiring and lateral recruitment for IT talent. 2. Employee Lifecycle Management Manage onboarding, induction, and smooth integration of new IT employees. Handle employee grievances and provide effective resolutions in coordination with business and HR leaders. Conduct periodic check-ins, skip-level meetings, and engagement activities. 3. Performance Management & Talent Development Facilitate the goal-setting and appraisal process in alignment with organizational frameworks. Identify high-potential employees and work with L&D to build tech-specific training & upskilling programs. Support succession planning and career pathing initiatives within the IT function. 4. HR Analytics & Compliance Maintain dashboards for IT workforce metrics such as attrition, engagement, productivity, and hiring. Ensure adherence to HR policies and statutory compliance for IT staff. Track and report HR KPIs to senior management. 5. Culture & Engagement Promote a culture of innovation, collaboration, and continuous improvement within IT teams. Drive initiatives for employee wellness, DEI, and recognition in partnership with central HR. 6. Change Management Act as a change agent during tech-driven transformation or restructuring. Support communication and alignment of business goals with employee experience. Key Requirements Education: MBA / PGDM in Human Resources from a reputed institute. Experience: 4–8 years of experience in an HRBP or generalist HR role, preferably supporting IT/Technology teams in BFSI or Tech companies. Skills: Strong understanding of IT roles, skills, and technologies. Excellent communication and stakeholder management. Data-driven approach with proficiency in Excel, Power BI, or HRMS tools. Problem-solving mindset with ability to manage ambiguity.
To drive the quality agenda across call center operations by ensuring a robust quality ecosystem, enabling business growth through assurance frameworks, and leveraging innovation and technology for improved customer experience. Key Responsibilities (KRA) • Quality Ecosystem Transformation: Design, implement, and enhance a strong quality management system across call center operations. • Quality Assurance as a Business Enabler: Build frameworks that link quality initiatives with business outcomes such as customer satisfaction, process efficiency, and compliance. • Innovation & Technology Integration: Leverage advanced tools, analytics, and automation to strengthen quality monitoring and reporting. • Governance & Partner Management: Manage vendor/partner quality performance, ensure LoB (Line of Business) alignment, and deliver actionable insights through reporting & analytics. • SOP Management: Ensure all Standard Operating Procedures (SOPs) are created, maintained, and updated at all times for consistent service delivery. Key Deliverables • Standardized quality framework and processes across call center. • Up-to-date SOPs ensuring compliance and operational efficiency. • Improved partner governance and LoB performance metrics. • Innovation-driven dashboards, analytics, and insights for leadership. • Tangible impact on customer satisfaction and operational efficiency.
Provider Servicing and Data Management • Contracting support for zonal teams through operational support, data management & tracking of empanelment activity System Preparedness • Ensuring system readiness for data publication & claims management Co-ordination with TPA and Claims Function • Co-ordination with network TPAs for tripartite agreement & provider payment reconciliation • Reporting and co-ordination for investigation of suspected fraud and abuse practices by network providers through FWA team. MIS Preparation • Analysis & publication of network utilization, cost & tariff • Various network related daily, monthly & quarterly MIS Legal and compliance • Ensuring legal and other regulatory compliance for the entire provider function. Cost & Tariff Analysis • Supporting zonal team in agreement renewal & tariff negotiation
Provider Servicing and Data Management • Contracting support for zonal teams through operational support, data management & tracking of empanelment activity System Preparedness • Ensuring system readiness for data publication & claims management Co-ordination with TPA and Claims Function • Co-ordination with network TPAs for tripartite agreement & provider payment reconciliation • Reporting and co-ordination for investigation of suspected fraud and abuse practices by network providers through FWA team. MIS Preparation • Analysis & publication of network utilization, cost & tariff • Various network related daily, monthly & quarterly MIS Legal and compliance • Ensuring legal and other regulatory compliance for the entire provider function. Cost & Tariff Analysis • Supporting zonal team in agreement renewal & tariff negotiation
Provider Servicing and Data Management • Contracting support for zonal teams through operational support, data management & tracking of empanelment activity System Preparedness • Ensuring system readiness for data publication & claims management Co-ordination with TPA and Claims Function • Co-ordination with network TPAs for tripartite agreement & provider payment reconciliation • Reporting and co-ordination for investigation of suspected fraud and abuse practices by network providers through FWA team. MIS Preparation • Analysis & publication of network utilization, cost & tariff • Various network related daily, monthly & quarterly MIS Legal and compliance • Ensuring legal and other regulatory compliance for the entire provider function. Cost & Tariff Analysis • Supporting zonal team in agreement renewal & tariff negotiation
Developing sourcing vendors for all categories for smooth fulfilments. • Manage sourcing relationships with vendors and retailers and ensure standard service levels are maintained. • Ensure payments to all vendors while maintaining documentation and compliance in the process. Pricing & Margin Strategy • Front-end the entire RFQ and negotiation process with suppliers to secure favourable pricing. • Set pricing strategies and negotiate terms with suppliers for multiple products. • Understand cost drivers and performance factors, such as capacity utilization, and logistics, to optimize costs. Revenue Generation • Frontline sales proactively and identify potential sales opportunities. The role will focus on ensuring smooth fulfilment by sourcing vendors across categories and maintaining vendor relationships. You'll negotiate favourable pricing, set pricing strategies, and optimize costs while proactively identifying sales opportunities to drive revenue growth. The role is essential in optimizing vendor management, pricing, and revenue generation for organizational success. Job Purpose At Birla Pivot, we uphold the highest standards of ethics, professionalism, and integrity in all our dealings with customers, suppliers and every other stakeholder. The company adopts policy of zero tolerance towards breach of integrity or any unethical conduct. The prospective candidate should familiarise themselves with the company’s Code of Conduct while exploring employment opportunity with Birla Pivot. By applying for a position at Birla Pivot, the candidate affirms their commitment to these principles and agrees to uphold the company’s standards of ethical behaviour throughout their tenure. Candidates must also fully, clearly and accurately disclose all relevant background information during the recruitment process, including any existing or potential conflicts of interest. Failure to do so may result in disqualification from consideration or termination of employment. • Bachelor’s degree in business administration, Supply Chain Management, or related field; MBA preferred. • 3+ years of experience in sourcing, procurement, or supply chain management, preferably within the construction materials • Strong negotiation skills with the ability to drive cost savings and value creation. • Proficiency in contract administration and supplier performance management. • Familiarity with sourcing processes, RFQ management, and category management principles.
Developing sourcing vendors for all categories for smooth fulfilments. • Manage sourcing relationships with vendors and retailers and ensure standard service levels are maintained. • Ensure payments to all vendors while maintaining documentation and compliance in the process. Pricing & Margin Strategy • Front-end the entire RFQ and negotiation process with suppliers to secure favourable pricing. • Set pricing strategies and negotiate terms with suppliers for multiple products. • Understand cost drivers and performance factors, such as capacity utilization, and logistics, to optimize costs. Revenue Generation • Frontline sales proactively and identify potential sales opportunities. The role will focus on ensuring smooth fulfilment by sourcing vendors across categories and maintaining vendor relationships. You'll negotiate favourable pricing, set pricing strategies, and optimize costs while proactively identifying sales opportunities to drive revenue growth. The role is essential in optimizing vendor management, pricing, and revenue generation for organizational success. Job Purpose At Birla Pivot, we uphold the highest standards of ethics, professionalism, and integrity in all our dealings with customers, suppliers and every other stakeholder. The company adopts policy of zero tolerance towards breach of integrity or any unethical conduct. The prospective candidate should familiarise themselves with the company’s Code of Conduct while exploring employment opportunity with Birla Pivot. By applying for a position at Birla Pivot, the candidate affirms their commitment to these principles and agrees to uphold the company’s standards of ethical behaviour throughout their tenure. Candidates must also fully, clearly and accurately disclose all relevant background information during the recruitment process, including any existing or potential conflicts of interest. Failure to do so may result in disqualification from consideration or termination of employment. • Bachelor’s degree in business administration, Supply Chain Management, or related field; MBA preferred. • 3+ years of experience in sourcing, procurement, or supply chain management, preferably within the construction materials • Strong negotiation skills with the ability to drive cost savings and value creation. • Proficiency in contract administration and supplier performance management. • Familiarity with sourcing processes, RFQ management, and category management principles.
Working on financial models to formulate & finalise views on the industry and companies within the industry/sector assigned 2. Summarizing the various reports published by the company 3. Ensure the generation of an adequate number of reports on the industry assigned to him/ her 4. Initiating and Writing reports on current market/economy / political themes. Back-testing ideas, and screens to generate alpha opportunities. 5. Creating frameworks to assess market valuation. Develop and maintain marketing and other presentation materials. 6. Adhoc quantitative analysis as per client requirements Be updated with current industry trends and trade publications. Role Requirements Educational Qualifications: CA/MBA Domain Knowledge: Financial Modelling, Number crunching, domestic equity understanding 3 to 4 years Exp. IT Skills: MS Office and Business Intelligence Application
Key Accountabilities & Support Actions Sales Growth & Order Management • Proactively generate business enquiries through market research, networking, to expand the customer base. • Develop and implement strategies to achieve assigned sales targets for building materials • Manage existing customer accounts by facilitating repeat orders and upselling opportunities. • Ensure efficient order processing through digital tools and support customers with pre-order inquiries. • Manage customer accounts to ensure timely collection of all receivables. Customer Acquisition & Relationship Management • Develop and execute a strategic plan to identify and target retailer, wholesalers, contractors, builders in the construction materials sector. • Build strong relationships with key decision-makers by conducting regular customer visits and fostering ongoing communication. • Convert qualified leads and onboard new customers and drive continuous transactions to meet Gross Merchandise Value (GMV) forecast and revenue targets. AtBirlaPivot,weupholdthehigheststandardsofethics,professionalism,andintegrityinallourdealingswithcustomers,suppliersandeveryotherstakeholder.Thecompanyadoptspolicyofzerotolerancetowardsbreachofintegrityoranyunethicalconduct. Theprospectivecandidateshouldfamiliarisethemselveswiththecompany’sCodeofConductwhileexploringemploymentopportunitywithBirlaPivot.ByapplyingforapositionatBirlaPivot,thecandidateaffirmstheircommitmenttotheseprinciplesandagreestoupholdthecompany’sstandardsofethicalbehaviourthroughouttheirtenure. Candidatesmustalsofully,clearlyandaccuratelydiscloseallrelevantbackgroundinformationduringtherecruitmentprocess,includinganyexistingorpotentialconflictsofinterest.Failuretodosomayresultindisqualificationfromconsiderationorterminationofemployment. Qualifications & Skills • Bachelor’s degree in business administration, Sales, Marketing, Engineering or related field; MBA preferred. • Minimum of 4 years of experience in B2B (project / direct) sales, relationship management, or customer-facing roles, preferably in the Construction sector. • Proven track record of achieving sales targets and building long-term relationships with clients. • Strong digital literacy with proficiency in using digital tools and platforms for sales enablement. • Excellent communication, negotiation, and interpersonal skills. • Results-oriented mindset with a focus on delivering exceptional customer value and driving business growth. • Knowledge of local market dynamics, regulations, and industry trends.
Prepare and review monthly, quarterly, and annual consolidated financial statements in accordance with applicable accounting standards (e.g., IFRS, US GAAP). Coordinate with subsidiary accounting teams to gather financial data and ensure timely submission of financial results. Ensure intercompany transactions and balances are properly eliminated in the consolidation process. Maintain and update the consolidation system or software (e.g., Hyperion, SAP BPC, OneStream). Analyze consolidated results and provide variance explanations to senior management. Support internal and external audit requirements by providing necessary documentation and responding to queries. Assist in the implementation and improvement of consolidation processes and internal controls. Ensure compliance with group accounting policies and regulatory requirements. Collaborate with FP&A, tax, and treasury teams for group-level reporting and analysis. Stay current on changes in accounting standards and regulations impacting consolidation and reporting. Requirements: Education & Experience: Bachelor’s degree in Accounting, Finance, or related field (Master’s degree or CPA/CA preferred). 3–5+ years of relevant experience in financial consolidation, group reporting, or financial statement preparation. Experience in a multinational or multi-entity environment is preferred. Technical Skills: Strong knowledge of IFRS and/or US GAAP. Proficiency with consolidation tools (e.g., Hyperion, SAP BPC, Oracle FCCS, or similar). Advanced Excel skills; experience with ERP systems (e.g., SAP, Oracle, NetSuite) is an asset. Strong analytical and problem-solving skills. Soft Skills: High attention to detail and accuracy. Ability to work independently and meet tight deadlines. Strong communication and interpersonal skills. Proactive mindset with a focus on continuous improvement
1. Define and drive product strategy and roadmap for B2C features: from ideation through development, launch, iteration. 2. Conduct user research / user testing to deeply understand consumer needs, pain points, behaviour, and preferences. 3. Work cross-functionally with design, engineering and marketing teams to deliver high-quality experiences. 4. Prioritize features based on impact, cost, and alignment with business goals (e.g. user growth, retention, monetization). 5. Analyse user metrics (DAU/MAU, retention curves, engagement, NPS etc.) to track success, identify issues, and inform decisions. 6. Define product requirements document / specs, ensure clear acceptance criteria; coordinate releases. 7. Drive go-to-market: work with marketing, sales, partnerships to position product features, generate demand 8. Iteratively improve the product via feedback loops, customer support insights, data & usage analytics Qualifications- 1. Bachelor’s degree (or higher) in Computer Science, Engineering, Business, Design, or related field. 2. Typically 3-4+ years of product management experience, with a strong track record in consumer-facing applications. 3. Strong product sense: UX / usability judgment, ability to simplify complexity. 4. Experience with growth / retention / engagement strategies. 5. Comfortable with technical complexity: integrations, scalability, performance, reliability. 6. Data-driven decision making; experience with metrics, dashboards, usage analytics. 7. Familiarity with AI/ML technologies is a plus
• Work closely with our market facing teams to understand their information needs, ensuring that Business Intelligence (BI) solutions are an excellent fit to their evolving needs and thus their clients. • Experience developing reports with Power BI & integrations to a Postgres Database. • Experience with connecting multiple data sources in Power BI to implement working reports. • Hands on experience developing dashboards and reporting visualization • SQL writing skills – strong understanding of relational and dimensional data models. • Experience gathering and refining requirements, interviewing business users to understand and document data requirements including elements, entities and relationships, in addition to visualization and report specifications. • Previous experience within the real estate industry a bonus • Construct and maintain BI tools and dashboards with a focus on automation, scalability and action oriented intelligence, both on an ongoing and ad-hoc basis. • Construct data-centric business cases for best business practices and effectively communicate them to stakeholders. • Responsible for data preparation & scrubbing, data analysis, report building, etc. • Provide ongoing analysis of related data trends and behaviour. Job Requirements Skills and Competencies: Microsoft Certified: Power BI Data Analyst Associate. Experience with BI reporting and data visualization tools Experience with SQL Server, Experience developing dashboards with client portals PowerPivot for Data Mining and Predictive Analytics (bonus) Comprehensive database analysis experience, with good knowledge of data warehouse methodologies and data modelling. Strong design experience and an understanding of how to communicate complex data effectively. Educational Background: Bachelor’s degree in computer science, Information Systems, Business Analytics, or related field. 3+ years of experience in data analysis or business intelligence roles. Strong understanding of data modeling, visualization principles, and storytelling with data. Experience with SQL and other data querying languages. Excellent communication and problem-solving skills. Ability to work independently and collaboratively in a fast-paced environment.
1. Business Analysts, Budgeting, Financial monitoring & corrective actions 2. Target Setting & Rollouts 3. Channel performance management 4. Salesforce performance management 5. Outlier Analysis, LR/ Profitability Analysis 6. Tech & Automation opportunity identification 7. Design of sales goal sheets, Design of various strategic contests 8. Benchmarking of R&R, Engagement & Communication with Partners & Employees 9. Calculation of incentives & goal sheet achievements 10. Partner portfolio analysis 11. Competition benchmarking 12. Monthly / weekly governance updates with internal / external stakehoilders
1. Product Ideation & Market Research Lead end-to-end product conceptualization based on market trends, customer needs, competitor analysis, and regulatory outlook. Conduct primary and secondary research to identify gaps in the existing product portfolio and assess demand for new offerings Work closely with sales (including banca, broking, web aggregators and individual agent), marketing, training, actuarial, underwriting and analytics teams to identify opportunities for differentiated and customer-centric products. Evaluate product ideas i.e. profitability, persistency and claims outlook. Bring innovation in Product Development i.e. Industry First or Company first design to bring disruption in the market and gain mind share of Intermediary, Partner and Agents 2. Product Design & Pricing Strategy Define product structure, including benefits, riders, premium payment terms, sum assured options, and bonus mechanisms (for participating products). Collaborate with actuarial teams to design robust pricing strategies aligned with IRDAI’s guidelines and company’s risk appetite. Ensure product design supports long-term view Oversee pricing frameworks for different channels to see Margins/ OPAT 3. Internal Approvals & Governance Present product proposals and financial impact assessments to internal stakeholders including: Product Committee Risk & Compliance Team CFO & CEO/Executive Management Align with operations, underwriting, claims, legal, IT, and servicing teams to ensure readiness for product implementation. Manage approval workflows, meeting documentation standards set by the company’s Product Governance Framework. 4. Regulatory Filing – IRDAI Coordination Prepare comprehensive product filing documents including: Sales Literature Policy Document Benefit Illustration Format Proposal Form Customer Information Sheet etc. Ensure that the product complies with IRDAI (Life Insurance) Regulations, 2024, and subsequent circulars/guidelines. Liaise with IRDAI throughout the filing process — respond to queries, submit clarifications, and ensure prompt turnaround. Maintain records of regulatory communication and track approval timelines to ensure on-time product launches. 5. Pre-Launch Preparation & Testing Develop training content, FAQs, brochures, and sales tools for internal and external distribution teams. Coordinate User Acceptance Testing (UAT) for system readiness Ensure integration with digital platforms and APIs for smooth onboarding and servicing workflows. Define and implement Product Launch Calendar, in sync with marketing, sales, and training departments. Conduct PMC and obtain necessary approvals 6. Go-to-Market strategies Effective go to market planning with Sales, Marketing, Training and other stakeholders Collaborate with bancassurance, broking, agency, direct sales and digital teams to execute scalable sales strategies. Drive channel performance via analytic input and benchmarking 7. Product Launch & Monitoring Drive multi-channel product roll-out through agency, bancassurance, digital, and third-party partnerships. Monitor product performance using metrics such as: PPT, PT, ATS, Avg. SA, Plan options Age, Gender, Smoking status etc. Rider attachments, if any Persistency Conduct Post-Launch Review within 30 to 90 days to assess product success. Recommend tweaks or future product variants based on actual data and market feedback. 8. Regulatory & Risk Management Post-Launch Continuously track changes in IRDAI regulations and align future filings accordingly. Ensure product compliance audits and internal risk assessments are performed periodically. Coordinate with legal/compliance for customer grievances or regulatory escalations related to the product. 9. Stakeholder Reporting Present insights, business plans, and performance metrics to senior leadership and board. Strong market intelligence and understanding of competition landscape and share valuable insight to plan strategies 10. Team Leadership & Stakeholder Engagement Lead a team of product managers, Mentor, supervise and coach the team. Provide for on the job as well as classroom training for skill enhancement and ensure periodic work rotation.
1. Customize ZOHO CRM modules, workflows, and functions using Deluge scripting. 2. Develop custom functions and automation using ZOHO CRM, ZOHO Creator, ZOHO Flow, and ZOHO Analytics. 3. Integrate ZOHO CRM with third-party applications via APIs, webhooks, and ZOHO Flow. 4. Implement and manage blueprints, layouts, validation rules, and approval processes. 5. Build dashboards and custom reports using ZOHO Analytics or within ZOHO CRM. 6. Manage user roles, permissions, and data security settings. 7. Collaborate with cross-functional teams (Sales, Marketing, Support) to define and implement CRM customization requirements. 8. Monitor and resolve technical issues to ensure data integrity and system performance. 9. Provide end-user training and prepare documentation for custom features and workflows. Required Skills & Qualifications: 10. 2+ years of hands-on experience with ZOHO CRM and the ZOHO ecosystem. 11. Proficiency in Deluge scripting. 12. Experience with ZOHO Creator, ZOHO Analytics, ZOHO Flow, ZOHO Books, ZOHO Campaigns, etc. 13. Strong understanding of API integrations, REST/SOAP, and webhooks. 14. Logical thinking and effective problem-solving skills. 15. Basic knowledge of SQL, HTML/CSS, and JavaScript is a plus. 16. Ability to gather requirements and translate business needs into technical solutions. 17. Excellent communication and documentation skills. Preferred Qualifications: 18. ZOHO CRM certification or other relevant certifications from ZOHO. 19. Experience in CRM data migration and data cleansing projects. 20. Prior experience in a SaaS or product-based environment.
1) Underwriter for Group Health and Group Personal Accident (SME/NON-SME) 2) Managing the day to day activity related to group health underwriting. 3) Analysing the overall group health portfolio and proactively take corrective actions reqd. 4) Assess risk based groups health conditions, prepare quotations for group policies based on client’s requirements. 5) Develop and maintain weekly/monthly reports, co-ordinate with direct clients and brokers/agents 6) Provide policy issuance support to Ops and Sales team for Group Health/UW Quotes. 7) Regular monitoring and claims analysis of group health business for the company 8) Resolving queries of Sales and Marketing team for group health business 9) Shall be responsible for timely providing underwriting support to various sales/Relationship manager across channels and locations 10) Responsible to generate group health business by analysing and underwriting and negotiating various group health proposals while keeping the LR in check. 11) Regular monitoring of Planned vs Actual GWP and MCR of the portfolio 12) Must be well versed with Microsoft office- MS Office Excel, PPTs etc.
• Design, develop, and execute test plans, test cases, and automated scripts on scenarios based on project requirements. • Perform functional, regression, integration, and performance testing across web, mobile, and API layers • Collaborate with developers, product managers, and DevOps to ensure test coverage and quality standards. • Build and maintain robust automation frameworks using tools like Selenium, JUnit, TestNG, Cypress, or Playwright. • Identify, document, and track bugs using issue tracking systems (e.g., Click Up, Jira, Azure DevOps). • Follow and promote best practices in testing and automation. • Participate in Agile ceremonies and contribute to continuous integration and delivery pipelines. • Analyze test results and provide actionable insights to improve product stability and performance. Job Requirements Qualification: • Bachelor’s degree in information technology, software engineering, computer science, or related field. • At least 5-7 years of recent experience in software testing, preferably in web or mobile application environments. • Familiarity with Agile development practices and tools (e.g., JIRA, ClickUp) • Experience with test automation tools such as Selenium, JUnit, or TestNG is a plus • Comfortable to work in Agile along with traditional waterfall models. • Knowledge of the real estate and property management domain is preferred. • Relevant certifications (e.g., ISTQB, CSTE) or equivalent are a plus.
To act as a risk champion for policy servicing, proactively analyse impact of regulatory changes, drive all internal & external audits, ensure accurate regulatory reporting for policy servicing processes as per defined frequency and provide time to time clarification as raised by regulatory authority in coordination with risk, IT, Finance and Product or Actuaries. The role holder is also required to review existing control, system enhancement requirements for process automation, drive systemic changes abiding by all risk measures and regulations in policy servicing processes and provide sign off on all Day-0,1 & 2 requirements for new product launch for policy servicing processes. Additionally this role manages SLAs for HDFC sourced policies for policy servicing related processes. Key Result Areas KRA (Accountabilities) Supporting Actions 1 Recommend and implement quality check parameters for types of policy servicing transactions processed and communication generated in the entire policy life cycle and share reports with the respective verticals within Policy Servicing for improvement. Recommend quality check parameters and weightages based on volumes and criticality of the process in accordance with the relevant standard operating procedures. Ensure that the quality check team is abreast with changes in regulations, company policy, products, systems and processes and parameters are modified to suit the same. Set up and implement reporting mechanism for Quality Checks and review along with the relevant processing verticals in Policy Servicing. Assist in the planning and budgeting exercise for policy admin, review functional score-card to ensure that policy servicing cost is within allocated budget and striving for reduction in operating cost. Provide MIS critical to processing teams for daily operations and performance management. Ensure that all data points necessary for inputs for planning and budgeting as well for daily / periodic MIS as input for operations, performance management and appraisal and dashboards are available. Ensure that all such MIS and analysis are prepared timely and accurately. Assist Head - Policy Servicing in identifying variations in cost vis-à-vis budget and recommend cost reduction / optimization initiatives. Drive implementation of cost reduction/optimization initiatives in coordination with processing teams and other relevant functions. Prepare, implement and monitor Risk Control Self Assessment exercise for policy servicing In coordination with the processing teams as well as Risk Management, IT, Accounts, Zonal Operations and other relevant functions identify risks in systems and processes, evaluate the same and suggest and implement mitigants. Carry out regular checks to ensure that security access levels are strictly in accordance with approvals and no unauthorized access is provided. Identify and report deviations. Carryout regular on the floor checks to ensure adherence to SOPs and RCSA and report deviations. Initiate and implement process and system enhancements in coordination with processing teams to eliminate risks. Regulatory Reporting Keeping abreast of all regulatory developments, working in close co-ordinating with Regulatory Risk Products and BSG team to ensure the department is kept updated and stays compliant at all times 2. Adhere to timelines and ensure accuracy for Regulatory reporting HDFC Servicing Coordinate internally with respective vertical heads and servicing team and manage and deliver stringent turnaround times and accuracy parameters. Provide value added services to HDFC customers. Coordinating with respective servicing verticals and deliver related aspects as per stipulated KPIs. Also, provide performance dashboards to for building their confidence and strengthening the relationships. Product Set up - FSD/ UAT closures Evaluating all URs, FSDs, UAT and coordinating with Vertical heads and provide sign off Championing Audit with closure of Audit findings Ensure all audit findings are deep-dived and implement preventive measure Update audit checklist basis earlier and recent findings to prevent recurrence Ensure all findings are followed up with respective manager and IT and all relevant stakeholders to close and anchor representing and closure with Audit team
Thrive to mentor and contribute to the teams whose main responsibilities are: • Involve in professional, sustainable, and secure product development that employ the latest cutting-edge technologies to improve efficiencies and qualities of deliverable. • Co-ordinate and manage onshore / offshore teams with their assignments, user stories, and acceptance criteria along with execution plans • Examine all function as well as non-functional requirements to ensure that product / project engineering meet of country compliance, project constraints • Participate in Back end and Front-end development of the product. • Consider comprehensiveness towards non-functional requirements that cater to the concerns of security, performance, maintainability, scalability, and usability of a product • Provide professional consultation to our business team with feasible and cost-effective technical solutions • Provide knowledge, insights, directions, and guidelines to colleagues that are less experienced. Job Requirements Qualification: • Bachelor’s degree in information technology, software engineering, computer science, or related field. • At least 5-7 years' of recent experience in leading & managing the (onshore and offshore) Team along with developing projects. • Minimum 10+ years professional experience with Software Engineering related fields • Knowledge & experience in modern technical stack benefits and limitations including efficient communication protocol, application frameworks, message queues, system integration. • Experience in databases RDBMS (MS SQL) • Knowledge and comprehensive experience using Microsoft based technologies, Asp.Net Core, .Net 8 / 9, MVC Framework, Angular, REST API development, background services. • Knowledge and experience of developing applications using Blazor & MVC. • Knowledge and experience of using Azure Cloud. • Knowledge of enterprise standards including logging, monitoring, access limitation, sensitive data handling • Knowledge and experience in different development principles & architecture design, micro-services, SOA, etc. • Comfortable to work in Agile along with traditional waterfall models. Bonus points if candidate have got, • Experience with Microsoft products such as Dynamics 365, O365 • Experience with Power Platform and MS Fabric. • Knowledge and experience of Artificial Intelligence implementation in Application. • Knowledge and experience using Node.js and relevant frameworks for back-end development • Familiarity and understanding of Docker • Awareness and work involvement on distribute systems • NoSQL (MongoDB)
• Drive Life Insurance business through Bank of India branches across the Mumbai region. • Build strong relationships with key bank stakeholders (BM, CH, ZH). • Lead a team of Front Line Sales professionals (FLS) to ensure productivity. • Conduct regular training, joint calls & business reviews. • Ensure achievement of business targets (AP, productivity, persistency). • Maintain regulatory & compliance standards. ________________________________________ Candidate Profile: • Minimum 6+ years of Life Insurance experience, preferably in Bancassurance with PSU banks. • Strong interpersonal and leadership skills. • Past experience managing a large geography or multiple branches. • Proven track record in delivering business growth. • Comfortable traveling across Mumbai region.
• Ensuring all Central initiatives of MRA are efficiently run in the zone. • Ensuring substantial MRA base growth in the zone. (As per Zonal Target) • Focus on activation of the MRA base from the zone. (As per Zonal Target) • Act as a catalyst to ensure minimum exits from the MRA program. (As per Zonal Target) • Resolving queries on MRA program from the field • Identifying opportunities in the program for the zone and magnifying it for the BM/BH/RM’s. • Connecting with MRAs digitally on periodical basis. • Travelling to branches and conducting sessions with MRAs • Ensuring training and other skill development programs are run efficiently • Tracking attendance in MRA engagement /training activities for MRA cohort.
Key Accountabilities & Support Actions Sales Growth & Order Management • Proactively generate business enquiries through market research, networking, to expand the customer base. • Develop and implement strategies to achieve assigned sales targets for building materials • Manage existing customer accounts by facilitating repeat orders and upselling opportunities. • Ensure efficient order processing through digital tools and support customers with pre-order inquiries. • Manage customer accounts to ensure timely collection of all receivables. Customer Acquisition & Relationship Management • Develop and execute a strategic plan to identify and target retailer, wholesalers, contractors, builders in the construction materials sector. • Build strong relationships with key decision-makers by conducting regular customer visits and fostering ongoing communication. • Convert qualified leads and onboard new customers and drive continuous transactions to meet Gross Merchandise Value (GMV) forecast and revenue targets. AtBirlaPivot,weupholdthehigheststandardsofethics,professionalism,andintegrityinallourdealingswithcustomers,suppliersandeveryotherstakeholder.Thecompanyadoptspolicyofzerotolerancetowardsbreachofintegrityoranyunethicalconduct. Theprospectivecandidateshouldfamiliarisethemselveswiththecompany’sCodeofConductwhileexploringemploymentopportunitywithBirlaPivot.ByapplyingforapositionatBirlaPivot,thecandidateaffirmstheircommitmenttotheseprinciplesandagreestoupholdthecompany’sstandardsofethicalbehaviourthroughouttheirtenure. Candidatesmustalsofully,clearlyandaccuratelydiscloseallrelevantbackgroundinformationduringtherecruitmentprocess,includinganyexistingorpotentialconflictsofinterest.Failuretodosomayresultindisqualificationfromconsiderationorterminationofemployment. Qualifications & Skills • Bachelor’s degree in business administration, Sales, Marketing, Engineering or related field; MBA preferred. • Minimum of 4 years of experience in B2B (project / direct) sales, relationship management, or customer-facing roles, preferably in the Construction sector. • Proven track record of achieving sales targets and building long-term relationships with clients. • Strong digital literacy with proficiency in using digital tools and platforms for sales enablement. • Excellent communication, negotiation, and interpersonal skills. • Results-oriented mindset with a focus on delivering exceptional customer value and driving business growth. • Knowledge of local market dynamics, regulations, and industry trends.
• Ensuring all Central initiatives of MRA are efficiently run in the zone. • Ensuring substantial MRA base growth in the zone. (As per Zonal Target) • Focus on activation of the MRA base from the zone. (As per Zonal Target) • Act as a catalyst to ensure minimum exits from the MRA program. (As per Zonal Target) • Resolving queries on MRA program from the field • Identifying opportunities in the program for the zone and magnifying it for the BM/BH/RM’s. • Connecting with MRAs digitally on periodical basis. • Travelling to branches and conducting sessions with MRAs • Ensuring training and other skill development programs are run efficiently • Tracking attendance in MRA engagement /training activities for MRA cohort.
Design, develop, and maintain interactive Power BI dashboards, reports, and data visualizations. Build and optimize SQL queries for data extraction, transformation, and loading (ETL). Collaborate with business stakeholders to gather requirements and translate them into BI solutions. Ensure data quality, consistency, and security across all deliverables. Support troubleshooting, performance tuning, and enhancements of existing BI solutions. Required Skills Strong expertise in Power BI (data modeling, DAX, Power Query, visualizations). Proficiency in SQL and understanding of data warehousing concepts. Strong analytical and problem-solving skills with attention to detail. Good to Have: Experience with .NET technologies and Oracle databases. Qualifications Bachelor’s or Master’s degree in Computer Science, IT, or related field. Proven experience delivering BI and data analytics solutions in a corporate or consulting environment. Soft Skills Excellent communication and stakeholder management abilities. Proactive, collaborative, and adaptable to fast-paced environments.
The role is responsible for defining persistency & segmented service strategy for achieving renewal premium collection target, reducing revenue leakage & mitigating financial risk to enhance overall profitability of the organization for Agency Channel. It includes directing organizational efforts towards enhancing persistency by designing organization level policies & interventions which influence various business avenues. Also to ensure timely uploading data of Win Back on relevant Portals as well as sharing the data to field over Mail. Also ensure to achieve conversion target for Win Back cases. Principal Accountabilities Accountability Supporting Actions Ensure collections of renewal premiums and revival of policies • Ensure premium collections are made as per targets / expected premiums. • Ensure revival of policies post lapsation with various strategic interventions. Ensure retention of surrendering/ potentially surrendering customers with adequate proactive and reactive measures • Identify proactive strategies for retention and engage with various stakeholders to implement those • Identify reactive strategies and provide the right enablers for effective retention of customers whose surrender requests have been received. • Identify close looping mechanism for customer VOC and provide insights on the same for strategic intervention Direct organizational stakeholders to improve persistency through effective campaign planning & seamless operations. • Analyse required activities, dependencies, & resource availability. • Design & drive cross functional campaigns / projects to improve renewal & revival • Ensure approvals & engagement of all stakeholders for campaign success through campaign goal setting, promotion & persistency awareness across. • Prescribe controls & MIS requirements to monitor & review campaign effectiveness. • Ensure continuous engagement with sales to influence assignment of higher weight for persistency in critical sales drivers including commission, progression, incentive programs, contests, etc. • Develop & manage functional processes to offer seamless support to sales force in monitoring and improving persistency. • Leverage advisor connect by engaging with the advisor and sales through dedicated outbound call centre and zonal interactions. Develop efficient persistency infrastructure for driving persistency initiatives & campaigns • Define service/product requirements from vendors with maximum objectivity. • Participate in evaluation & negotiation. • Define scope of work, SLA’s & standard operating procedures to set precedence on output expectation from the partnership. • Regularly review vendor performance, provide feedback & take corrective actions, when necessary. • Establish influence and manage vendor relationships to ensure achievement of objective through highly engaged vendors. • Assist in developing persistency improvement structure & infrastructure across sales channels. • Ensure detailed definition, responsibility and smooth implementation of processes, and joint supervision of such interfaces Develop service strategy to enhance customer engagement and assist in expansion of revenue. • Design and manage advisory services to customer and channels based on customer need analysis, products, Fund performance & market outlook from time to time to enhance retention and persistency. Develop effective intervention across multiple customer touch points to improve customer reach and premium payment enablers • Define, set & measure Contactability across mediums. • Identify process controls to obtain customer details. • Improve awareness amongst sales and customers on benefits of Contactability. • Design & manage Contactability enhancement campaigns across various customer touch points. • Design processes for continuous validation of customer information to sustain Contactability. • Carry out strategic benchmarking of premium payment options and introduce the gaps for increasing customer convenience. Proactive intervention in acquisition management with sales and distribution to ensure on-boarding of quality business • Provide strategic direction to various stakeholders for onboarding quality sale • Partner with sales to build sufficient controls at distributors end for good customer acquisition • Agree persistency framework with distribution • Implement framework developed by compliance for CAB
Lead clusters of elite advisors; drive regional AUM growth. Should currently have a AUM of 50 crore+. Recruit, develop, and manage high-potential advisors. Deploy program strategy through Advisors, Investment specialists and Training Managers. Act as franchise owner for the region with direct leadership visibility. ndidate Criteria: • Industry Background: Private Banking, Wealth Management, Asset Management, or Life Insurance (strategy/distribution). Experience: Strong HNI ecosystem access, proven ability to scale businesses. Role Overview — Lead clusters of elite advisors; drive regional AUM growth. Should currently have a AUM of 50 crore+. Recruit, develop, and manage high-potential advisors. Deploy program strategy through Advisors, Investment specialists and Training Managers. Act as franchise owner for the region with direct leadership visibility. Candidate Criteria: Industry Background: Private Banking, Wealth Management, Asset Management, or Life Insurance (strategy/distribution). Experience: Strong HNI ecosystem access, proven ability to scale businesses. Age Band: 35—39 years
Driving sales via Various channels for group sales 1. Initiate and maintain continuous interaction with brokers and other intermediaries 2. Obtain quote request from market & Deliver them on time to the client/partners 3. Weekly tracking of business growth. Seeking support from various stake holders towards closure of business Maintaining Pipeline 1. Managing a pipeline to achieve desired numbers ant to continuously updating the same Partner engagement 1. Understand market dynamics and offering of other manufacturers to the channel partners 2. Drive channel strategy as per cos directives to increase revenue growth in profitable segments (like SME and creditor) / large clients 3. Take regular feedback from channel partners to innovate products and solutions at an organizational level 4. Pursue client specific requirement along with channel partners to support conversion 5. Track channel profitability P & L 1. Working with product team to focus on conversions and retention of profitable clients 2. Create additional profitable revenue streams basis new trends in the employee benefit space 3. Responsible for driving segmented business and profitability to ensure achievement of target business numbers like SME and creditor. Renewal persistency 1. Decoding client’s requirement, pain points and opportunity areas 2. Providing need based solutions to clients to increase stickiness. 3. This would involve building & strengthening relationships across the various stakeholders within the company, within the concerned partner for the account as also within the internal stakeholders in the co. to ensure that the offering we propose, meets their expectations. Team Management 1. Recruit the best talent from the available clutter 2. Mentor, supervise and coach and well as provide direction to subordinates. 3. Facilitate development of skills of sub-ordinates to enable them to perf-orm and achieve their roles as well as take on higher responsibilities.
The candidate must be responsible with accountability on entrusted work and good in time management & stakeholder connect. Support and ensure closure of various risk report related to Quantitative risk dashboards, Model Risk management, Top risk assessment, Business continuity planning, Product Risk Register, Third Party Risk Management Vendor Audit, Entity level control activity and various internal and external reviews with Risk management Committee presentations. 2. ORGANISATIONAL CHART (First level reporting chart for the job) Comments: Numerical figure represents the total number of incumbents in the role 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) 1.Risk Management – enterprise level Providing support in analysis of management related reporting, Risk Assessment Manage and ensure Compliance to approved policies Drive BCMS implementation with business continuity planning documentation updates and maintenance, ongoing monitoring and awareness and ISO BCMS 22301 Certification and sustenance audit Model risk management – driving and coordinating for Organisation wide model risk with governance structure, policy review, life cycle review and reporting Preparation of Risk Management Committee Meeting document Updation of Entity level control and other audits Participate in the BCP Drill activity. Analyze and document review Dashboard development for Financial and non-financial risk 2. Product Management Product launch process – documentations and presentations, Co-ordination for system developments as per Product regulations Monitoring of limits and pre-specified condition on Products and Product Risk Register 3. Reviews and assessment Third party Vendor risk management audit reviews Closure of Action Taken Report of TPRM Audit Ensure responses and coordination for Entity level controls reviews and Audits (internal and statutory) Review & compliance of On-Boarding Document of Vendor Monitoring and ensuring Compliance to corporate governance guidelines 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Co-ordination with other team members and other departments, Meeting Timelines, and Accountability Multiple document review and arriving at critical information, Deeper understanding of the risks and track emerging risks To be well versed with regulations when they are released for preparedness and enhancements in process flows. 5. DECISIONS (Key decisions taken by job holder at his/her end) Following decisions are taken by the role (in compliance with regulatory requirements): Finalization of critical documents with stakeholder management Adherence of IRDAI Product Guidelines, Product Launch milestones Compliance of IRDAI Corporate governance regulations, Outsourcing Regulation and other IRDAI Regulation like Information security, IRMS on risk management areas BCMS ongoing monitoring and maintenance – Criticality of process, people and system, Business impact analysis, Policy and Plan, end to end audits Finalization of TPRM vendor audit reports and results and presentations to senior management & Board Meticulously drafting the final reports, presentations and dashboards to management for deliberations and outcomes 6. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day-to-day work All function owners within the department & organization - for risk reviews and documentations for Audits & BCMS Critical stakeholders for regulatory requirements IT Team for infrastructure and security related aspects Model owners for model risk management
Provides strategic leadership for all HR functions, aligning with university mission and goals. Responsibilities: • Develop and implement comprehensive HR strategies • Serve on university executive leadership team • Oversee all HR divisions and manage department budget • Guide policy development and ensure regulatory compliance • Report HR metrics and initiatives to Board of Trustees/President • Develop recruitment strategies for diverse talent pools • Oversee recruitment for faculty, staff, and administrative positions • Manage relationships with search firms and external partners • Ensure compliance with equal opportunity employment laws • Implement applicant tracking systems and recruitment technologies • Administer healthcare, retirement, and other benefit programs • Conduct benefits orientation for new employees • Manage open enrollment periods • Evaluate benefits packages against benchmarks • Ensure compliance with benefits regulations • Negotiate with benefits providers • Consult with leaders on workforce planning and talent management • Support performance management processes • Address complex employee relations issues • Help implement organizational changes • Advise on policy interpretation and application • Identify opportunities for process improvement • Mediate workplace conflicts • Investigate complaints and grievances • Advise managers on employee issues • Support disciplinary processes • Ensure fair and consistent application of policies • Promote positive workplace culture • Maintain HR database integrity • Generate reports and analytics • Troubleshoot system issues • Train HR staff on system usage • Support system upgrades and implementations • Ensure data security and confidentiality • Design and deliver professional development programs • Create onboarding programs for new employees • Assess training needs across departments • Evaluate training effectiveness • Develop leadership development initiatives • Create learning resources and materials
• Develop and execute a comprehensive IT strategy aligned with the university's strategic plan • Oversee the university's technology infrastructure, systems, hardware, network environment, and services • Lead digital transformation initiatives across academic and administrative functions including high adoption and usage of ERP • Ensure information security and compliance with relevant regulations • Manage IT budget and resources effectively • Manage vendors • Build partnerships with academic and administrative departments • Stay current with emerging technologies relevant to higher education Qualifications: • Master's degree in Computer Science, Information Technology, or related field preferred • 10+ years of progressive IT leadership experience, preferably in higher education • Strong understanding of higher education operations and challenges • Proven experience leading complex IT projects and digital transformation initiatives • Experience with IT governance, security, and compliance frameworks • Excellent communication and relationship-building skills Infrastructure & Operations o Network Services o Server & Storage o ERP & Cloud Services o Data Center Operations o Technical Support Services/Help Desk Information Security o Security Operations o Identity & Access Management o Governance, Risk & Compliance o Security Training & Awareness Enterprise Applications/ERP o Student Information Systems o Finance & HR Systems o Learning Management Systems o Research Computing Support o Library o Business Intelligence & Data Analytics Project Management Office o Project Managers o Business Analysts o Change Management Specialists o Quality Assurance Team Academic Technology Services o Classroom Technology Support o Educational Technology o Digital Learning o Media Services IT Service Management o Service Desk Management o IT Service Catalog Management o IT Asset Management o Process Improvement
Grievance Redressal: • End-to-end ownership of customer grievance lifecycle from registration to resolution. • Handle critical escalations including IRDAI complaints, Ombudsman, Legal, and Chairman’s Office cases. • Coordinate with internal departments (Operations, Claims, Sales, Legal, etc.) for timely resolution. • Ensure TAT and quality benchmarks are consistently met or exceeded. • Ensure empathetic, customer-first responses while complying with product and regulatory norms. Regulatory Reporting: • Prepare and submit accurate monthly and quarterly reports (MCR/QCR) to IRDAI as per guidelines. • Maintain and update grievance registers, classification, and closure codes in line with IRDAI norms. • Ensure zero non-compliance or delays in submissions. Root Cause Analysis & Process Improvement: • Analyse complaint trends, identify root causes, and suggest preventive actions. • Drive improvement projects with relevant teams to reduce repeat complaints and enhance service. • Prepare dashboards, MIS reports, and executive summaries for senior leadership. Audit & Compliance: • Ensure all grievance redressal processes are audit-ready and in line with IRDAI and company policies. • Coordinate with auditors and regulatory bodies during grievance audits or reviews. ________________________________________ Key Skills & Competencies: • Strong knowledge of grievance redressal guidelines issued by IRDAI. • Excellent communication (written and verbal), especially in dealing with sensitive escalations. • Strong stakeholder management and cross-functional coordination. • Proficient in preparing regulatory reports and handling data accuracy. • Analytical mindset with a focus on root cause and process improvement. ________________________________________ Qualifications & Experience: • Graduate/Post-Graduate • Experience in customer service/grievance management in Life Insurance. • Experience in handling IRDAI complaints and reporting is mandatory. ________________________________________ Preferred Tools & Systems: • CRM/ Salesforce • MS Excel, PowerPoint, and MIS reporting • Familiarity with IRDAI BAP system or similar regulatory reporting platforms
• Operational Oversight: • Manage end-to-end operations for group life insurance products including onboarding, policy issuance, renewals, and claims. • Ensure timely and accurate processing of group policies and endorsements. • Monitor SLAs and KPIs to ensure service excellence. • Team Leadership: • Lead, mentor, and develop a team of operations professionals. • Foster a culture of continuous improvement and accountability. • Process Improvement: • Identify inefficiencies and implement process enhancements to improve turnaround time and customer satisfaction. • Collaborate with IT and product teams to automate and digitize operations. • Compliance & Risk Management: • Ensure adherence to regulatory and internal compliance standards. • Conduct periodic audits and risk assessments. • Stakeholder Management: • Liaise with sales, underwriting, actuarial, and customer service teams to ensure seamless operations. • Act as a point of contact for corporate clients and brokers for operational matters. • Reporting & Analytics: • Generate and analyze operational reports to support strategic decision-making. • Present insights and recommendations to senior management.
Strategic Planning & Execution Lead the development and implementation of short- and long-term strategic plans for the TPD channel. Identify market trends, partner needs, and business opportunities to inform strategic direction. Work with senior leadership to define and track KPIs and OKRs for the TPD channel. 2. Performance Management Analyze channel performance, productivity metrics, and partner contributions. Provide actionable insights to improve channel profitability and partner effectiveness. Monitor competitive benchmarks and suggest course-corrections as needed. 3. Market & Competitive Intelligence Conduct thorough industry, competitor, and regulatory analysis to support channel strategy. Identify emerging distribution trends, risks, and innovation opportunities. 4. Project Management & Initiatives Drive key strategic initiatives such as new channel development, digital transformation, or partner engagement programs. Collaborate with internal teams (Sales, Marketing, Compliance, Product, Technology) to ensure alignment and successful execution. 5. Stakeholder Management Act as a key liaison between strategic leadership and the TPD business teams. Support in preparing business cases, executive presentations, and board-level documents. Required Qualifications & Skills: Bachelor’s degree in Business, Finance, Economics or related field; MBA preferred. 5–8 years of relevant experience in strategy, consulting, distribution management, or financial services. Strong understanding of Third Party Distribution models in insurance, asset management, or banking. Exceptional analytical, problem-solving, and data interpretation skills. Strong communication and presentation abilities. High proficiency in tools such as Excel, PowerPoint, and data visualization platforms (e.g., Power BI, Tableau).
Program Planning & Execution: Lead the development and execution of program roadmaps and timelines. Work closely with cross-functional teams to define program scope, objectives, and deliverables. Coordinate resources, manage budgets, and monitor program performance to ensure timely delivery. Stakeholder Management: Serve as the primary point of contact for senior stakeholders and executive leadership. Communicate program progress, risks, and milestones effectively to all stakeholders. Manage relationships with internal teams and external partners to ensure alignment and collaboration. Risk & Issue Management: Identify, assess, and mitigate program risks and issues proactively. Implement risk management strategies to minimize program disruptions. Provide regular updates and solutions to overcome obstacles and ensure program success. Team Leadership & Collaboration: Lead and mentor program teams, ensuring effective collaboration across departments. Foster a culture of accountability and continuous improvement. Drive cross-functional teams to achieve business objectives and ensure program success. Continuous Improvement: Monitor and analyze program performance and KPIs to identify areas for improvement. Implement best practices and processes to enhance program management efficiency. Utilize Agile, Waterfall, or Hybrid methodologies depending on the nature of the project. Required Skills & Qualifications: Bachelor’s degree in Business Administration, Engineering, Computer Science, or a related field. A Master’s degree is a plus. years of experience in program management, project management, or related fields. Proven track record of successfully managing large-scale, complex programs from inception to delivery. Strong understanding of project management methodologies (Agile, Scrum, Waterfall). Excellent communication and interpersonal skills with the ability to influence and motivate cross-functional teams. Strong problem-solving skills and ability to handle multiple tasks simultaneously. Experience with tools like JIRA, Trello, MS Project, or similar project management software. PMP, PgMP, or equivalent certification is preferred. Preferred Skills: Experience in [specific industry, e.g., fintech, software development, healthcare]. Ability to work in a fast-paced, dynamic environment. Experience in managing both technical and non-technical stakeholders. Strong business acumen and ability to align programs with strategic business goals.
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
1. Data Pipeline Design and Implementation: Developing and implementing data pipelines for efficient data processing, transformation, and storage. 2. Database Design and Management: Designing and maintaining geospatial databases, ensuring data accuracy, integrity, and efficiency. 3. Data Management: Handling various data formats, including vector and raster data, and ensuring optimal storage and retrieval. Extract data from a variety of different sources and place into the relevant format onto the central system Editing and updating existing data as and when changes become apparent 4. Software Development: Contributing to the development of GIS-related software and tools. 5. Data Quality and Integrity: Ensuring the accuracy, consistency, and reliability of spatial data. 6. Data Modelling: Creating and managing data schemas, relationships, and metadata. 7. Data Analysis and Visualization: Conducting spatial analyses, creating maps, and visualizing data to extract insights. Job Requirements Skills and Competencies: GIS Software Proficiency: Strong knowledge of GIS software like ArcGIS or QGIS. Database Management: Expertise in spatial databases, including PostgreSQL/PostGIS. Programming Languages: Proficiency in languages like Python, JavaScript Data Analysis: Strong analytical and problem-solving skills. Data Engineering: Understanding of data pipelines, ETL processes, and data warehousing. Spatial Analysis: Experience with geoprocessing, network analysis, and spatial modelling. Cartography and Visualization: Ability to create maps and visual representations of spatial data. Problem-solving and Collaboration: Ability to work collaboratively in a team and solve complex GIS-related issues. Proven ability to manage multiple projects simultaneously in a fast-paced environment. Excellent communication, negotiation, and stakeholder management skills. Ability to work independently, prioritize tasks, and meet tight deadlines. Strong analytical and problem-solving skills. Educational Background: A Bachelor's or Master's degree in GIS, Geography, Computer Science, or a related field is typically required. Experience in GIS application development and geospatial analysis is also desirable.
Data Entry and Validation: Accurately enter and update data into databases, spreadsheets, and other systems. Perform data validation checks to ensure accuracy and completeness of information. Database Management: Maintain and update databases with the latest information. Ensure data security and confidentiality in accordance with company policies. Collaboration: Work closely with other team members to understand data requirements and ensure data alignment with business needs. Collaborate with IT and data management teams to resolve technical issues. Time Management: Prioritize and manage workload efficiently to meet data entry deadlines. Respond promptly to data-related inquiries and requests. Job Requirements Skills and Competencies: Time management Collaboration and teamwork Adaptability to changes in data entry processes. Good written and verbal communication skills required. Capacity to manage high stress situations. Ability to multi-task and manage various task activities simultaneously. Attention to detail and accuracy in data entry and validation. Educational Background: Minimum Graduation required. Immediate availability preferred. Prior experience in data entry and data management would be an advantage.
• Research and source relevant articles from a wide range of external online platforms deciding what is to be included in our Savills newsletters. • Select content for inclusion in Savills newsletters and Snapshots, ensuring relevance and quality. • Write concise, engaging summaries to provide readers with a clear “snapshot” of each article. • Maintain records of previously included content to avoid duplication. • Prepare and distribute daily News Snapshots to staff at 9:00 AM and 1:00 PM (UK time). • Support the creation and distribution of subject- or area-specific Snapshots as required. • Collaborate with the Business Intelligence team to deliver additional knowledge resources. Job Requirements Skills and Competencies: Excellent command of written English with the ability to summaries complex material clearly and concise. Strong editorial judgement to identify information of relevance and value. Meticulous attention to detail and accuracy. Ability to work under time pressure and meet strict deadlines. Highly organized, with a commitment to providing a consistent and comprehensive service. Desirable: • Familiarity with the property market or professional services sector. • Prior experience in content writing, knowledge management, or editorial roles. Educational Background: Bachelor’s degree in English, Journalism, Communications, Media Studies, Information Management or a related discipline. A Master’s degree in a relevant field would be an advantage. Equivalent work experience in editorial, research, or content management roles will also be considered.
1. Servicing franchisee & existing PMS clients. 2. Build a good rapport with them by providing market information & current portfolio status. 3. Cross selling of Equity, Mutual Fund & PMS products. 4. Having strong analytical & communication skills. 5. Ability to learn and be updated in line with the capital markets & current affairs. 6. Achieving desired sales targets. 7. Daily update the work to the reporting manager by EOD Qualifications: - An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience – Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented
1. Servicing franchisee & existing PMS clients. 2. Build a good rapport with them by providing market information & current portfolio status. 3. Cross selling of Equity, Mutual Fund & PMS products. 4. Having strong analytical & communication skills. 5. Ability to learn and be updated in line with the capital markets & current affairs. 6. Achieving desired sales targets. 7. Daily update the work to the reporting manager by EOD Qualifications: - An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience – Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented
1. Servicing franchisee & existing PMS clients. 2. Build a good rapport with them by providing market information & current portfolio status. 3. Cross selling of Equity, Mutual Fund & PMS products. 4. Having strong analytical & communication skills. 5. Ability to learn and be updated in line with the capital markets & current affairs. 6. Achieving desired sales targets. 7. Daily update the work to the reporting manager by EOD Qualifications: - An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience – Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented
Client Acquisition & Onboarding Identify and acquire new high-net-worth individuals (HNIs) and retail clients. Understand client financial needs and goals to offer appropriate investment products and services. Relationship Management Build and maintain long-term relationships with existing clients. Provide regular updates on market trends, portfolio performance, and new investment opportunities. Handle client queries and provide timely resolutions. Investment Advisory Offer tailored investment solutions including equity, mutual funds, PMS, insurance, and other wealth management products. Conduct portfolio reviews and recommend rebalancing strategies as required. Sales & Revenue Generation Achieve sales targets and revenue goals across all financial products. Promote cross-selling of Motilal Oswal offerings to maximize wallet share. Compliance & Risk Management Ensure all regulatory and compliance guidelines are adhered to. Maintain accurate client records and documentation in line with company policies. Key Skills Required: Strong understanding of financial markets, investment products, and wealth management. Excellent interpersonal and communication skills. Ability to build trust and rapport with HNIs and retail clients. Goal-oriented with strong sales acumen. Knowledge of regulatory frameworks (SEBI, RBI, AMFI, etc.). Qualifications & Experience: Graduate/Postgraduate in Finance, Commerce, or related field (MBA/CFP/NISM certified preferred). 2–5 years of experience in relationship management, preferably in financial services, broking, or wealth management. NISM Certifications (especially NISM-Series-V-A: Mutual Fund Distributors) will be an added advantage.
Client Acquisition & Onboarding Identify and acquire new high-net-worth individuals (HNIs) and retail clients. Understand client financial needs and goals to offer appropriate investment products and services. Relationship Management Build and maintain long-term relationships with existing clients. Provide regular updates on market trends, portfolio performance, and new investment opportunities. Handle client queries and provide timely resolutions. Investment Advisory Offer tailored investment solutions including equity, mutual funds, PMS, insurance, and other wealth management products. Conduct portfolio reviews and recommend rebalancing strategies as required. Sales & Revenue Generation Achieve sales targets and revenue goals across all financial products. Promote cross-selling of Motilal Oswal offerings to maximize wallet share. Compliance & Risk Management Ensure all regulatory and compliance guidelines are adhered to. Maintain accurate client records and documentation in line with company policies. Key Skills Required: Strong understanding of financial markets, investment products, and wealth management. Excellent interpersonal and communication skills. Ability to build trust and rapport with HNIs and retail clients. Goal-oriented with strong sales acumen. Knowledge of regulatory frameworks (SEBI, RBI, AMFI, etc.). Qualifications & Experience: Graduate/Postgraduate in Finance, Commerce, or related field (MBA/CFP/NISM certified preferred). 2–5 years of experience in relationship management, preferably in financial services, broking, or wealth management. NISM Certifications (especially NISM-Series-V-A: Mutual Fund Distributors) will be an added advantage.
Client Acquisition & Onboarding Identify and acquire new high-net-worth individuals (HNIs) and retail clients. Understand client financial needs and goals to offer appropriate investment products and services. Relationship Management Build and maintain long-term relationships with existing clients. Provide regular updates on market trends, portfolio performance, and new investment opportunities. Handle client queries and provide timely resolutions. Investment Advisory Offer tailored investment solutions including equity, mutual funds, PMS, insurance, and other wealth management products. Conduct portfolio reviews and recommend rebalancing strategies as required. Sales & Revenue Generation Achieve sales targets and revenue goals across all financial products. Promote cross-selling of Motilal Oswal offerings to maximize wallet share. Compliance & Risk Management Ensure all regulatory and compliance guidelines are adhered to. Maintain accurate client records and documentation in line with company policies. Key Skills Required: Strong understanding of financial markets, investment products, and wealth management. Excellent interpersonal and communication skills. Ability to build trust and rapport with HNIs and retail clients. Goal-oriented with strong sales acumen. Knowledge of regulatory frameworks (SEBI, RBI, AMFI, etc.). Qualifications & Experience: Graduate/Postgraduate in Finance, Commerce, or related field (MBA/CFP/NISM certified preferred). 2–5 years of experience in relationship management, preferably in financial services, broking, or wealth management. NISM Certifications (especially NISM-Series-V-A: Mutual Fund Distributors) will be an added advantage.
As a Business Analyst in Asset Management, you will: • Gather, analyze, and document business requirements for mutual funds, AMC products, and digital platforms. • Prepare detailed BRD, PRD, and FSD documents to ensure clarity between business and technical stakeholders. • Collaborate with product managers, developers, QA teams, and business heads to drive seamless project execution. • Conduct data analysis, process mapping, and gap analysis to support business transformation initiatives. • Partner with QA teams to design and support UAT (User Acceptance Testing), ensuring solutions meet business needs. • Align business requirements with SDLC best practices and support projects in agile environments. • Act as the communication bridge between stakeholders and IT teams, ensuring transparency and alignment. • Track project progress, identify risks, and support timely delivery of financial technology solutions. • Draft SOPs, workflows, and wireframes for enhanced clarity in implementation. • Ensure compliance with AMC processes, regulatory standards, and operational excellence goals. Role Requirements • Bachelor’s degree in Business Administration, Computer Science, Finance, or related fields. • 3–5 years of experience as a Business Analyst, preferably in asset management, AMC, or BFSI. • Strong knowledge of mutual funds, asset management operations, and financial products. • Proven expertise in drafting BRD, PRD, FSD and hands-on knowledge of SDLC methodologies. • Excellent analytical, problem-solving, and stakeholder management skills. • Familiarity with agile techniques, project management tools, and business communication. • CBAP, CCBA, or Agile BA certifications (preferred). Preferred Skills • Experience in drafting SOPs and wireframes for financial product workflows. • Exposure to QA/UAT planning and deployment support. • Ability to work in a dynamic and evolving financial environment. • Strong business acumen with an understanding of digital transformation in AMC and BFSI sectors. •
1. Trading Applications (Investor & Trader Platforms) • Sole Product Owner for a suite of trading applications under a new digital transformation program. • Led the development of two distinct mobile apps: o Investor App – Native development for iOS and Android. o Trader App – Built using Flutter to support both iOS and Android. • Oversaw the end-to-end lifecycle of a unified Trading Web Platform, ensuring high availability, performance, and user-centric design. • Defined product vision, roadmap, and go-to-market strategy in collaboration with cross-functional teams. • Prioritized product backlog and features based on user research, business impact, and market trends. 2. Channel Partner Products • Product Owner for Partner Login (Web & Mobile) and associated systems: o Channel Partner Onboarding o Revenue Dashboard (Web & App) o Back Office and Revenue Tracking Modules • Streamlined partner management and improved onboarding efficiency and partner experience. • Enabled real-time visibility into performance metrics and earnings for channel partners. 3. Core Responsibilities Across Platforms • Led Product Development & Enhancements, balancing technical feasibility with business priorities. • Designed and optimized User Experience and Journey for traders, investors, and channel partners. • Implemented and managed Campaigns & User Engagement Strategies to drive adoption and retention. • Worked in Agile/Scrum environment, collaborating with development, design, QA, marketing, and business stakeholders.
Strategic Leadership: Develop and execute the NRI advisory strategy in alignment with the firm’s overall goals. Lead a team of investment advisors and relationship managers focused on the NRI segment. Identify and develop new business opportunities within the NRI market globally. Client Advisory & Relationship Management: Provide expert advisory to high-net-worth and ultra-high-net-worth NRI clients. Understand client needs, risk appetite, and long-term financial goals to curate personalized portfolios. Conduct regular portfolio reviews and recommend appropriate rebalancing strategies. Product & Investment Strategy: Design and approve investment solutions specifically tailored for NRIs (across geographies and regulatory frameworks). Evaluate and onboard global investment products including mutual funds, PMS, AIFs, bonds, equities, and alternative investments. Work with product teams to introduce or enhance NRI-focused investment offerings. Compliance & Risk Management: Ensure all advisory practices comply with applicable SEBI, FEMA, FATCA, CRS, and other global regulatory requirements. Implement risk management frameworks suitable for NRI investments. Team Development: Recruit, train, and mentor advisory professionals for the NRI desk. Drive performance metrics and foster a high-performance, client-centric culture. Stakeholder Management: Liaise with internal departments like legal, compliance, product, and operations for seamless service delivery. Represent the organization at NRI-focused forums, roadshows, and webinars. Key Requirements: Education & Certifications: MBA (Finance), CA, or equivalent. CFP, CFA, or other relevant certifications (preferred). Experience: 12–18 years of experience in wealth/investment advisory with a strong focus on NRI clientele. Proven track record of managing large portfolios and advisory teams. Skills: Deep understanding of global investment products and taxation for NRIs. Strong interpersonal and communication skills. Analytical mindset and client-first approach. Familiarity with CRM systems and investment platforms. Key Performance Indicators (KPIs): Growth in NRI client base and AUM. Client retention and satisfaction scores. Revenue generation and advisory fee income. Compliance adherence and audit outcomes. Team productivity and training milestones.
Key Accountabilities & Support Actions Sales Growth & Order Management • Proactively generate business enquiries through market research, networking, to expand the customer base. • Develop and implement strategies to achieve assigned sales targets for building materials • Manage existing customer accounts by facilitating repeat orders and upselling opportunities. • Ensure efficient order processing through digital tools and support customers with pre-order inquiries. • Manage customer accounts to ensure timely collection of all receivables. Customer Acquisition & Relationship Management • Develop and execute a strategic plan to identify and target retailer, wholesalers, contractors, builders in the construction materials sector. • Build strong relationships with key decision-makers by conducting regular customer visits and fostering ongoing communication. • Convert qualified leads and onboard new customers and drive continuous transactions to meet Gross Merchandise Value (GMV) forecast and revenue targets. AtBirlaPivot,weupholdthehigheststandardsofethics,professionalism,andintegrityinallourdealingswithcustomers,suppliersandeveryotherstakeholder.Thecompanyadoptspolicyofzerotolerancetowardsbreachofintegrityoranyunethicalconduct. Theprospectivecandidateshouldfamiliarisethemselveswiththecompany’sCodeofConductwhileexploringemploymentopportunitywithBirlaPivot.ByapplyingforapositionatBirlaPivot,thecandidateaffirmstheircommitmenttotheseprinciplesandagreestoupholdthecompany’sstandardsofethicalbehaviourthroughouttheirtenure. Candidatesmustalsofully,clearlyandaccuratelydiscloseallrelevantbackgroundinformationduringtherecruitmentprocess,includinganyexistingorpotentialconflictsofinterest.Failuretodosomayresultindisqualificationfromconsiderationorterminationofemployment. Qualifications & Skills • Bachelor’s degree in business administration, Sales, Marketing, Engineering or related field; MBA preferred. • Minimum of 4 years of experience in B2B (project / direct) sales, relationship management, or customer-facing roles, preferably in the Construction sector. • Proven track record of achieving sales targets and building long-term relationships with clients. • Strong digital literacy with proficiency in using digital tools and platforms for sales enablement. • Excellent communication, negotiation, and interpersonal skills. • Results-oriented mindset with a focus on delivering exceptional customer value and driving business growth. • Knowledge of local market dynamics, regulations, and industry trends.
Key Accountabilities & Support Actions Sales Growth & Order Management • Proactively generate business enquiries through market research, networking, to expand the customer base. • Develop and implement strategies to achieve assigned sales targets for building materials • Manage existing customer accounts by facilitating repeat orders and upselling opportunities. • Ensure efficient order processing through digital tools and support customers with pre-order inquiries. • Manage customer accounts to ensure timely collection of all receivables. Customer Acquisition & Relationship Management • Develop and execute a strategic plan to identify and target retailer, wholesalers, contractors, builders in the construction materials sector. • Build strong relationships with key decision-makers by conducting regular customer visits and fostering ongoing communication. • Convert qualified leads and onboard new customers and drive continuous transactions to meet Gross Merchandise Value (GMV) forecast and revenue targets. AtBirlaPivot,weupholdthehigheststandardsofethics,professionalism,andintegrityinallourdealingswithcustomers,suppliersandeveryotherstakeholder.Thecompanyadoptspolicyofzerotolerancetowardsbreachofintegrityoranyunethicalconduct. Theprospectivecandidateshouldfamiliarisethemselveswiththecompany’sCodeofConductwhileexploringemploymentopportunitywithBirlaPivot.ByapplyingforapositionatBirlaPivot,thecandidateaffirmstheircommitmenttotheseprinciplesandagreestoupholdthecompany’sstandardsofethicalbehaviourthroughouttheirtenure. Candidatesmustalsofully,clearlyandaccuratelydiscloseallrelevantbackgroundinformationduringtherecruitmentprocess,includinganyexistingorpotentialconflictsofinterest.Failuretodosomayresultindisqualificationfromconsiderationorterminationofemployment. Qualifications & Skills • Bachelor’s degree in business administration, Sales, Marketing, Engineering or related field; MBA preferred. • Minimum of 4 years of experience in B2B (project / direct) sales, relationship management, or customer-facing roles, preferably in the Construction sector. • Proven track record of achieving sales targets and building long-term relationships with clients. • Strong digital literacy with proficiency in using digital tools and platforms for sales enablement. • Excellent communication, negotiation, and interpersonal skills. • Results-oriented mindset with a focus on delivering exceptional customer value and driving business growth. • Knowledge of local market dynamics, regulations, and industry trends.
Key Accountabilities & Support Actions Sales Growth & Order Management • Proactively generate business enquiries through market research, networking, to expand the customer base. • Develop and implement strategies to achieve assigned sales targets for building materials • Manage existing customer accounts by facilitating repeat orders and upselling opportunities. • Ensure efficient order processing through digital tools and support customers with pre-order inquiries. • Manage customer accounts to ensure timely collection of all receivables. Customer Acquisition & Relationship Management • Develop and execute a strategic plan to identify and target retailer, wholesalers, contractors, builders in the construction materials sector. • Build strong relationships with key decision-makers by conducting regular customer visits and fostering ongoing communication. • Convert qualified leads and onboard new customers and drive continuous transactions to meet Gross Merchandise Value (GMV) forecast and revenue targets. AtBirlaPivot,weupholdthehigheststandardsofethics,professionalism,andintegrityinallourdealingswithcustomers,suppliersandeveryotherstakeholder.Thecompanyadoptspolicyofzerotolerancetowardsbreachofintegrityoranyunethicalconduct. Theprospectivecandidateshouldfamiliarisethemselveswiththecompany’sCodeofConductwhileexploringemploymentopportunitywithBirlaPivot.ByapplyingforapositionatBirlaPivot,thecandidateaffirmstheircommitmenttotheseprinciplesandagreestoupholdthecompany’sstandardsofethicalbehaviourthroughouttheirtenure. Candidatesmustalsofully,clearlyandaccuratelydiscloseallrelevantbackgroundinformationduringtherecruitmentprocess,includinganyexistingorpotentialconflictsofinterest.Failuretodosomayresultindisqualificationfromconsiderationorterminationofemployment. Qualifications & Skills • Bachelor’s degree in business administration, Sales, Marketing, Engineering or related field; MBA preferred. • Minimum of 4 years of experience in B2B (project / direct) sales, relationship management, or customer-facing roles, preferably in the Construction sector. • Proven track record of achieving sales targets and building long-term relationships with clients. • Strong digital literacy with proficiency in using digital tools and platforms for sales enablement. • Excellent communication, negotiation, and interpersonal skills. • Results-oriented mindset with a focus on delivering exceptional customer value and driving business growth. • Knowledge of local market dynamics, regulations, and industry trends.
Key Accountabilities & Support Actions Sales Growth & Order Management • Proactively generate business enquiries through market research, networking, to expand the customer base. • Develop and implement strategies to achieve assigned sales targets for building materials • Manage existing customer accounts by facilitating repeat orders and upselling opportunities. • Ensure efficient order processing through digital tools and support customers with pre-order inquiries. • Manage customer accounts to ensure timely collection of all receivables. Customer Acquisition & Relationship Management • Develop and execute a strategic plan to identify and target retailer, wholesalers, contractors, builders in the construction materials sector. • Build strong relationships with key decision-makers by conducting regular customer visits and fostering ongoing communication. • Convert qualified leads and onboard new customers and drive continuous transactions to meet Gross Merchandise Value (GMV) forecast and revenue targets. AtBirlaPivot,weupholdthehigheststandardsofethics,professionalism,andintegrityinallourdealingswithcustomers,suppliersandeveryotherstakeholder.Thecompanyadoptspolicyofzerotolerancetowardsbreachofintegrityoranyunethicalconduct. Theprospectivecandidateshouldfamiliarisethemselveswiththecompany’sCodeofConductwhileexploringemploymentopportunitywithBirlaPivot.ByapplyingforapositionatBirlaPivot,thecandidateaffirmstheircommitmenttotheseprinciplesandagreestoupholdthecompany’sstandardsofethicalbehaviourthroughouttheirtenure. Candidatesmustalsofully,clearlyandaccuratelydiscloseallrelevantbackgroundinformationduringtherecruitmentprocess,includinganyexistingorpotentialconflictsofinterest.Failuretodosomayresultindisqualificationfromconsiderationorterminationofemployment. Qualifications & Skills • Bachelor’s degree in business administration, Sales, Marketing, Engineering or related field; MBA preferred. • Minimum of 4 years of experience in B2B (project / direct) sales, relationship management, or customer-facing roles, preferably in the Construction sector. • Proven track record of achieving sales targets and building long-term relationships with clients. • Strong digital literacy with proficiency in using digital tools and platforms for sales enablement. • Excellent communication, negotiation, and interpersonal skills. • Results-oriented mindset with a focus on delivering exceptional customer value and driving business growth. • Knowledge of local market dynamics, regulations, and industry trends.
Key Accountabilities & Support Actions Sales Growth & Order Management • Proactively generate business enquiries through market research, networking, to expand the customer base. • Develop and implement strategies to achieve assigned sales targets for building materials • Manage existing customer accounts by facilitating repeat orders and upselling opportunities. • Ensure efficient order processing through digital tools and support customers with pre-order inquiries. • Manage customer accounts to ensure timely collection of all receivables. Customer Acquisition & Relationship Management • Develop and execute a strategic plan to identify and target retailer, wholesalers, contractors, builders in the construction materials sector. • Build strong relationships with key decision-makers by conducting regular customer visits and fostering ongoing communication. • Convert qualified leads and onboard new customers and drive continuous transactions to meet Gross Merchandise Value (GMV) forecast and revenue targets. AtBirlaPivot,weupholdthehigheststandardsofethics,professionalism,andintegrityinallourdealingswithcustomers,suppliersandeveryotherstakeholder.Thecompanyadoptspolicyofzerotolerancetowardsbreachofintegrityoranyunethicalconduct. Theprospectivecandidateshouldfamiliarisethemselveswiththecompany’sCodeofConductwhileexploringemploymentopportunitywithBirlaPivot.ByapplyingforapositionatBirlaPivot,thecandidateaffirmstheircommitmenttotheseprinciplesandagreestoupholdthecompany’sstandardsofethicalbehaviourthroughouttheirtenure. Candidatesmustalsofully,clearlyandaccuratelydiscloseallrelevantbackgroundinformationduringtherecruitmentprocess,includinganyexistingorpotentialconflictsofinterest.Failuretodosomayresultindisqualificationfromconsiderationorterminationofemployment. Qualifications & Skills • Bachelor’s degree in business administration, Sales, Marketing, Engineering or related field; MBA preferred. • Minimum of 4 years of experience in B2B (project / direct) sales, relationship management, or customer-facing roles, preferably in the Construction sector. • Proven track record of achieving sales targets and building long-term relationships with clients. • Strong digital literacy with proficiency in using digital tools and platforms for sales enablement. • Excellent communication, negotiation, and interpersonal skills. • Results-oriented mindset with a focus on delivering exceptional customer value and driving business growth. • Knowledge of local market dynamics, regulations, and industry trends.
Key Accountabilities & Support Actions Sales Growth & Order Management • Proactively generate business enquiries through market research, networking, to expand the customer base. • Develop and implement strategies to achieve assigned sales targets for building materials • Manage existing customer accounts by facilitating repeat orders and upselling opportunities. • Ensure efficient order processing through digital tools and support customers with pre-order inquiries. • Manage customer accounts to ensure timely collection of all receivables. Customer Acquisition & Relationship Management • Develop and execute a strategic plan to identify and target retailer, wholesalers, contractors, builders in the construction materials sector. • Build strong relationships with key decision-makers by conducting regular customer visits and fostering ongoing communication. • Convert qualified leads and onboard new customers and drive continuous transactions to meet Gross Merchandise Value (GMV) forecast and revenue targets. AtBirlaPivot,weupholdthehigheststandardsofethics,professionalism,andintegrityinallourdealingswithcustomers,suppliersandeveryotherstakeholder.Thecompanyadoptspolicyofzerotolerancetowardsbreachofintegrityoranyunethicalconduct. Theprospectivecandidateshouldfamiliarisethemselveswiththecompany’sCodeofConductwhileexploringemploymentopportunitywithBirlaPivot.ByapplyingforapositionatBirlaPivot,thecandidateaffirmstheircommitmenttotheseprinciplesandagreestoupholdthecompany’sstandardsofethicalbehaviourthroughouttheirtenure. Candidatesmustalsofully,clearlyandaccuratelydiscloseallrelevantbackgroundinformationduringtherecruitmentprocess,includinganyexistingorpotentialconflictsofinterest.Failuretodosomayresultindisqualificationfromconsiderationorterminationofemployment. Qualifications & Skills • Bachelor’s degree in business administration, Sales, Marketing, Engineering or related field; MBA preferred. • Minimum of 4 years of experience in B2B (project / direct) sales, relationship management, or customer-facing roles, preferably in the Construction sector. • Proven track record of achieving sales targets and building long-term relationships with clients. • Strong digital literacy with proficiency in using digital tools and platforms for sales enablement. • Excellent communication, negotiation, and interpersonal skills. • Results-oriented mindset with a focus on delivering exceptional customer value and driving business growth. • Knowledge of local market dynamics, regulations, and industry trends.
Key Accountabilities & Support Actions Sales Growth & Order Management • Proactively generate business enquiries through market research, networking, to expand the customer base. • Develop and implement strategies to achieve assigned sales targets for building materials • Manage existing customer accounts by facilitating repeat orders and upselling opportunities. • Ensure efficient order processing through digital tools and support customers with pre-order inquiries. • Manage customer accounts to ensure timely collection of all receivables. Customer Acquisition & Relationship Management • Develop and execute a strategic plan to identify and target retailer, wholesalers, contractors, builders in the construction materials sector. • Build strong relationships with key decision-makers by conducting regular customer visits and fostering ongoing communication. • Convert qualified leads and onboard new customers and drive continuous transactions to meet Gross Merchandise Value (GMV) forecast and revenue targets. AtBirlaPivot,weupholdthehigheststandardsofethics,professionalism,andintegrityinallourdealingswithcustomers,suppliersandeveryotherstakeholder.Thecompanyadoptspolicyofzerotolerancetowardsbreachofintegrityoranyunethicalconduct. Theprospectivecandidateshouldfamiliarisethemselveswiththecompany’sCodeofConductwhileexploringemploymentopportunitywithBirlaPivot.ByapplyingforapositionatBirlaPivot,thecandidateaffirmstheircommitmenttotheseprinciplesandagreestoupholdthecompany’sstandardsofethicalbehaviourthroughouttheirtenure. Candidatesmustalsofully,clearlyandaccuratelydiscloseallrelevantbackgroundinformationduringtherecruitmentprocess,includinganyexistingorpotentialconflictsofinterest.Failuretodosomayresultindisqualificationfromconsiderationorterminationofemployment. Qualifications & Skills • Bachelor’s degree in business administration, Sales, Marketing, Engineering or related field; MBA preferred. • Minimum of 4 years of experience in B2B (project / direct) sales, relationship management, or customer-facing roles, preferably in the Construction sector. • Proven track record of achieving sales targets and building long-term relationships with clients. • Strong digital literacy with proficiency in using digital tools and platforms for sales enablement. • Excellent communication, negotiation, and interpersonal skills. • Results-oriented mindset with a focus on delivering exceptional customer value and driving business growth. • Knowledge of local market dynamics, regulations, and industry trends.
Key Accountabilities & Support Actions Sales Growth & Order Management • Proactively generate business enquiries through market research, networking, to expand the customer base. • Develop and implement strategies to achieve assigned sales targets for building materials • Manage existing customer accounts by facilitating repeat orders and upselling opportunities. • Ensure efficient order processing through digital tools and support customers with pre-order inquiries. • Manage customer accounts to ensure timely collection of all receivables. Customer Acquisition & Relationship Management • Develop and execute a strategic plan to identify and target retailer, wholesalers, contractors, builders in the construction materials sector. • Build strong relationships with key decision-makers by conducting regular customer visits and fostering ongoing communication. • Convert qualified leads and onboard new customers and drive continuous transactions to meet Gross Merchandise Value (GMV) forecast and revenue targets. AtBirlaPivot,weupholdthehigheststandardsofethics,professionalism,andintegrityinallourdealingswithcustomers,suppliersandeveryotherstakeholder.Thecompanyadoptspolicyofzerotolerancetowardsbreachofintegrityoranyunethicalconduct. Theprospectivecandidateshouldfamiliarisethemselveswiththecompany’sCodeofConductwhileexploringemploymentopportunitywithBirlaPivot.ByapplyingforapositionatBirlaPivot,thecandidateaffirmstheircommitmenttotheseprinciplesandagreestoupholdthecompany’sstandardsofethicalbehaviourthroughouttheirtenure. Candidatesmustalsofully,clearlyandaccuratelydiscloseallrelevantbackgroundinformationduringtherecruitmentprocess,includinganyexistingorpotentialconflictsofinterest.Failuretodosomayresultindisqualificationfromconsiderationorterminationofemployment. Qualifications & Skills • Bachelor’s degree in business administration, Sales, Marketing, Engineering or related field; MBA preferred. • Minimum of 4 years of experience in B2B (project / direct) sales, relationship management, or customer-facing roles, preferably in the Construction sector. • Proven track record of achieving sales targets and building long-term relationships with clients. • Strong digital literacy with proficiency in using digital tools and platforms for sales enablement. • Excellent communication, negotiation, and interpersonal skills. • Results-oriented mindset with a focus on delivering exceptional customer value and driving business growth. • Knowledge of local market dynamics, regulations, and industry trends.
Project Leadership & Delivery Own end-to-end project delivery across multiple AI/ML, data science, and data engineering initiatives. Define project scopes, timelines, goals, and deliverables that support business objectives. Manage and prioritize a portfolio of projects and resources within the department. Stakeholder Management Serve as the primary point of contact between business stakeholders, data teams, and technical contributors. Translate business requirements into actionable data and AI projects. Communicate project progress, risks, and roadblocks clearly to all stakeholders. Team & Process Management Lead and mentor cross-functional project teams including data scientists, machine learning engineers, and data engineers. Drive Agile or hybrid project management methodologies suitable for technical teams. Facilitate daily stand-ups, sprint planning, retrospectives, and stakeholder reviews. Quality & Risk Control Ensure that AI and data projects meet quality, compliance, and performance standards. Identify and mitigate project risks proactively. Establish and monitor KPIs for project health and team performance. Requirements Bachelor’s or Master’s degree in Computer Science, Engineering, Data Science, or related field. 5+ years of experience in managing complex technical/data projects, with 2+ years in a leadership role. Proven track record in delivering AI/ML, data science, or data engineering projects. Strong understanding of project management frameworks (Agile, Scrum, Kanban, etc.). Familiarity with AI/ML workflows, cloud platforms (AWS/GCP/Azure), and data architecture principles. Excellent communication, stakeholder management, and team leadership skills. PMP, PRINCE2, or Agile/Scrum certification is a plus. Preferred Skills Hands-on experience or strong technical understanding of AI/ML pipelines, data warehousing, or model deployment processes. Experience working with JIRA, Asana, Confluence, or similar project management tools. Familiarity with tools like Git, Docker, Kubernetes, MLFlow, or Airflow is a plus.
Technology Strategy & Operations Define and implement the technology roadmap for MOPE, ensuring alignment with business growth objectives and compliance standards. Lead the digital transformation of fund operations, including fund accounting, investor onboarding, KYC/AML, compliance reporting, and data management. Deploy or integrate private equity systems such as fund administration platforms, investor portals, CRM tools, and deal pipeline management software. Data & Analytics Build data architecture for deal intelligence, portfolio tracking, performance benchmarking, and reporting dashboards. Implement business intelligence tools to support decision-making across investments, exits, and portfolio company performance. Establish secure and scalable data governance practices, especially for investor and portfolio data. Support to Investment Team Enable deal sourcing, evaluation, and due diligence through technology solutions — including AI-driven insights, market research tools, and document management systems. Enhance digital capabilities for monitoring portfolio KPIs and operational metrics in real time. Portfolio Company Engagement Act as a technology advisor to portfolio companies — guiding their digital strategy, IT modernization, cybersecurity, and automation initiatives. Identify and evaluate opportunities for tech-led growth, operating model improvements, and risk mitigation across portfolio firms. Build a standardized digital maturity framework to assess and track tech evolution across the portfolio. Risk, Compliance & Cybersecurity Ensure all systems comply with SEBI and other regulatory requirements for private equity and alternative investment funds. Implement robust cybersecurity frameworks across internal systems and ensure adherence to data privacy laws. Manage third-party vendors and technology service providers to ensure secure and cost-effective delivery. Qualifications & Experience Education: Bachelor's degree in Computer Science, Engineering, or related field. MBA or equivalent is a plus. Experience: 12–18 years of experience in technology leadership roles, with at least 5 years in financial services or private equity/venture capital. Domain Expertise: Experience with private equity fund operations, fund administration platforms, data analytics, and investor technology. Key Skills & Competencies Strong knowledge of private equity processes, fund structures, and investor reporting. Experience with tools such as Investran, eFront, Allvue, or similar platforms. Expertise in data analytics platforms (Power BI, Tableau), data lakes, and secure data architecture. Excellent leadership, project management, and vendor management skills. Ability to work cross-functionally with investment professionals, legal/compliance, and operations teams. Preferred Background Private Equity / Venture Capital Financial Services Technology SaaS or Enterprise Software Consulting (with focus on tech enablement in BFSI or PE)
Strategic Leadership Define and implement a comprehensive technology vision and roadmap aligned with MOFSL’s business goals. Drive digital transformation and automation initiatives to enhance customer experience and operational efficiency. Advise the leadership team on emerging technologies, trends, and competitive threats. Technology Management Oversee architecture, development, deployment, and maintenance of all technology systems, including trading platforms, CRM systems, APIs, mobile apps, and cybersecurity infrastructure. Ensure high availability, scalability, and performance of mission-critical systems across all business verticals. Establish and enforce enterprise-wide IT governance, cybersecurity, and compliance protocols. Team Leadership Lead and mentor cross-functional teams including software development, infrastructure, cybersecurity, IT support, and data analytics. Build a high-performing, agile technology organization that can scale rapidly. Foster a culture of innovation, accountability, and continuous learning. Stakeholder Management Collaborate with product, operations, compliance, and business leadership to co-create and deliver tech-enabled products and services. Liaise with regulatory bodies (SEBI, NSE, BSE, RBI, etc.) to ensure technology compliance and data security. Qualifications & Experience Education: Bachelor’s degree in Computer Science, Engineering, or related field. MBA or relevant postgraduate qualification preferred. Experience: Minimum 15+ years of experience in technology roles, with at least 5 years in a senior leadership position (preferably CTO/Head of Technology) in the BFSI domain. Domain Expertise: Strong understanding of capital markets, wealth management, asset management, NBFC operations, and regulatory frameworks. Key Competencies Proven experience in digital transformation and modernization of legacy systems. Deep technical knowledge across cloud computing, cybersecurity, microservices, DevOps, data engineering, and AI/ML. Strong leadership and communication skills with the ability to influence C-level stakeholders and boards. Strategic mindset with hands-on execution capability. Familiarity with Indian financial regulatory environment and data protection norms. Preferred Industry Background Capital Markets Banking & Financial Services (BFSI) Fintech Asset & Wealth Management
Strategic Planning & Execution Develop long-term and short-term strategic plans for the broking business (equity, derivatives, commodities, and currency segments). Identify emerging trends, new market opportunities, competitive threats, and industry developments to maintain leadership positioning. Align strategy with MOFSL’s digital and financial services ecosystem. 2. Business Growth & Expansion Drive customer acquisition strategies, improve activation rates, and increase share of wallet per client. Collaborate with product, research, and advisory teams to design value-added offerings for various client segments. Lead expansion into Tier 2/3 cities via offline and hybrid models (franchisee, RM network, etc.). 3. Digital & Tech-Enabled Initiatives Spearhead digital broking strategy through mobile app/web platform enhancements, API-led innovations, and fintech partnerships. Identify and implement tech solutions to optimize user experience, trading performance, and back-office operations. 4. Cross-Functional Collaboration Work closely with the Research, Product, Marketing, Risk, Compliance, and Technology teams to deliver cohesive outcomes. Partner with the Institutional Broking and Wealth Management divisions for synergy and cross-sell opportunities. 5. Performance Monitoring & Analytics Define and track key performance metrics (KPIs) across business units. Conduct regular business reviews and provide data-driven insights to senior leadership. Benchmark performance with industry and global standards. Key Skills & Competencies: Strong strategic thinking with execution capability. Deep understanding of the Indian capital markets and regulatory landscape. Proven experience in retail or institutional broking. Tech-savvy with understanding of digital platforms and trends in online broking. Strong leadership, stakeholder management, and communication skills. Analytical mindset and comfort with business intelligence tools. Qualifications: MBA / CA / CFA or equivalent advanced degree. 12–18 years of experience in financial services, preferably in broking or strategy roles. Prior experience in leading strategic initiatives or P&L roles in broking firms or fintechs is highly desirable.
1. Regulatory Oversight & Monitoring a. Ensure end-to-end compliance with SEBI regulations across MF, AIF, and PMS. b. Review investment, operational, and marketing activities for regulatory alignment. c. Monitor portfolio restrictions, scheme-specific guidelines, and risk exposure limits. d. Drive timely and accurate regulatory filings, disclosures, and reports. 2. Advisory & Business Enablement a. Act as key advisor to leadership and business teams on regulatory requirements for new products, schemes, and distribution initiatives. b. Interpret regulatory circulars, guidelines, and emerging changes for quick implementation. c. Support product structuring and investor communication with compliance checks. 3. Risk Management & Governance a. Identify and escalate potential compliance risks in business activities. b. Manage audit processes, regulatory inspections, and internal control testing. c. Strengthen and standardize compliance frameworks, SOPs, and internal policies. 4. Leadership & Team Management a. Mentor the compliance team in absence of CCO, ensuring high-quality outputs and responsiveness. b. Drive compliance awareness programs across business units. 5. Regulatory & External Engagement a. Handle queries, inspections, and interactions with SEBI and other regulators. b. Participate in AMFI, industry forums, and regulatory consultations when delegated. Role Requirements 1. Qualification: Chartered Accountant / Company Secretary with strong regulatory orientation. 2. Experience: 10–15 years in compliance within financial services, with mandatory experience in AMC industry (Mutual Fund, AIF, PMS). 3. Proven track record of managing regulatory audits, inspections, and governance frameworks. 4. Strong analytical skills, integrity, and ability to balance compliance with business objectives. 5. Effective leadership, communication, and stakeholder management.
Overseeing PMLA and Surveillance activities undertaken by the team for internal as well as exchange and depository alerts Monitoring and managed screening alerts in accordance with regulatory guidelines Setup process and timely review of PFRDA alerts Evaluated and updated parameters and thresholds for processes, ensuring optimal performance and accuracy across systems Conducted thorough policy reviews to ensure alignment with regulatory frameworks and industry standards Liaised with regulators and compliance bodies (e.g. SEBI, CDSL, NSE, BSE, MCX, NCDEX) to address inquiries/data requests and ensure alignment with evolving regulatory requirements. Facilitating regulatory inspections and audits, providing accurate documentation and timely responses, resulting in zero non-compliance findings. Providing regular updates to senior management on audit (internal as well as external) outcomes and risk mitigation strategies. Managing compliance submissions and reporting to regulators, ensuring timely and accurate filings as per statutory timelines. Implementing regulatory changes in surveillance frameworks to align with new guidelines, reducing compliance risks. Collaborated with multiple internal teams for facilitating regulatory requirements on a timely basis Development and maintenance of trackers to monitor and manage activities for seamless execution and enhanced control Performing surveillance activities for global markets generated through SMARTS, BOXI, and RCM Responsible for providing oversight based on identification, assessment, monitoring, risk exposure remediation, and reporting of the business's risk exposure ensuring regulatory compliance and strengthening control processes Overseeing risk assessments and monitoring the adequacy & effectiveness of the control environment
1) Analyse and understand the industry dynamics a. Analyse market dynamics – macroeconomic factors, segmental growth trends b. Analyse changes in competition focal areas, competition performance, innovations and new practices along with changes in market share. c. Forecast impact of emerging technologies and other innovations on future growth and profitability 2) Setting up of Strategic Planning & review framework a. Manage the strategic planning process across the Group to ensure key milestones are achieved b. Drive Business Review Planning & Framework c. Build analytical models and performs regular financial, competitive, performance, and market analyses for the business in order to comprehensively value business opportunities d. Defining & building growth and profitability metrics 3) Chart out the strategic plan for the business along with the CEO’s and Senior Leadership of MOFS a. Study market and competition dynamics to recommend optimum GTM strategies with roadmap for execution. b. Identify areas for business transformation and scope of optimisation projects to optimise customer outreach and service results c. Identify areas for cost and process optimisation to reduce redundancies and improve output metrics 4) Communication of Strategy and Performance a. Develop strategic presentations and materials for use both internally and externally, including Investor Day and other conferences and forums b. Prepare materials on business performance, market opportunities, and deep dive topics Role Requirements 1. Age bracket 30-42 years Max 2. Experience Range 6- 10 years.. At least 4 years in BFSI with a good understanding of AMC or Wealth Management business 3. Experience of working and driving delivery through influencing senior stakeholders across different teams and businesses 4. Due weightage will be given to experience in leading Growth team or strategy teams 5. Preference will be given to pedigree (Finance/ CA/CFA/ Tier 1 B Schools ) 6. Excellent consultative, interpersonal, communication and presentation skills
1. Facility & Infrastructure Management a. Oversee facilities management for branches and corporate offices across business units, pan-India. b. Ensure seamless day-to-day operations including security, housekeeping, utilities, cafeteria, front-office, vendor services, and transportation. c. Establish policies, SOPs, and governance structures for administration across all business entities. Bring automation where necessary d. Work with government authorities to ensure compliances are met and adhered to. 2. Real Estate & Projects a. Lead planning, execution, and monitoring of new infrastructure projects, including self-owned towers and other real estate developments by the company. b. Manage end-to-end project lifecycle: feasibility, budgeting, design coordination, contractor/vendor management, quality control, and timely handover. c. Drive cost efficiency and best practices in space utilization and workplace design. 3. Branch Expansion & Optimization a. Oversee branch setup, relocation, and closure activities, ensuring alignment with business plans and operational efficiency. b. Negotiate leases, manage property documentation, and maintain relationships with landlords and regulatory authorities. c. Standardize branch infrastructure, ensuring consistent brand and workplace experience across locations. 4. Vendor & Cost Management a. Develop and manage a network of vendors, service providers, and contractors with strict performance and SLA adherence. b. Drive cost optimization initiatives while ensuring service quality and safety standards. c. Establish strong governance and compliance frameworks for vendor management. 5. Leadership & Governance a. Lead a multi-disciplinary team of professionals across administration, facility management, and project management. b. Represent Administration function in internal discussions and with respective business leaders Role Requirements 1. Education: Graduate in any field. However, preference will be given to MBA and those with technical background. 2. Experience: min 15 years in facility management and project execution. Should have worked on execution of new projects. • Experience in managing both – large single location setups and distributed branch infra is required. 3. Demonstrated leadership with ability to build, mentor, and manage large teams. 4. High focus on process orientation, governance, technology adoption, and sustainability.
Design, develop, and maintain scalable web applications (front-end and back-end). Write clean, efficient, and reusable code following best practices. Collaborate with cross-functional teams to define, design, and ship new features. Optimize applications for maximum speed and scalability. Implement secure coding practices and data protection strategies. Troubleshoot and debug issues across the stack. Participate in code reviews and contribute to continuous improvement processes. Stay up-to-date with emerging technologies and propose relevant innovations. Required Skills & Qualifications: Bachelor's degree in Computer Science, Engineering, or related field (or equivalent experience). Proven experience as a Full Stack Developer or similar role. Strong knowledge of front-end technologies (e.g., HTML, CSS, JavaScript, React.js/Vue.js/Angular). Solid experience with back-end development using Node.js / Python / Java / PHP / .NET. Experience with databases like MySQL, PostgreSQL, or MongoDB. Familiarity with RESTful APIs and third-party integrations. Understanding of version control systems, especially Git. Experience with DevOps practices and tools (CI/CD pipelines, Docker, etc.) is a plus. Preferred Qualifications: Experience with cloud platforms like AWS, Azure, or Google Cloud. Knowledge of TypeScript and modern JavaScript frameworks. Familiarity with testing tools and frameworks (e.g., Jest, Mocha, Selenium). Previous experience working in Agile/Scrum environments
API Development: Design, develop, test, and maintain secure and scalable RESTful APIs using .NET Core. • Database Integration: Develop data access layers and implement data models using Microsoft SQL Server, PostgreSQL, and Redis. • Performance Optimization: Ensure high performance and responsiveness of APIs, optimize queries, and implement caching strategies. • Code Quality: Write clean, maintainable, and well-documented code following industry best practices and internal standards. • Collaboration: Work closely with frontend developers, QA, DevOps, and business stakeholders to deliver high-quality features. • Troubleshooting: Identify and resolve technical issues, debug applications, and provide solutions for production incidents. • Continuous Improvement: Contribute to code reviews, participate in knowledge sharing, and suggest improvements to processes and technologies. Required Skills & Qualifications • Bachelor’s degree in Computer Science, Engineering, or related field (or equivalent practical experience). • Minimum 3 years of relevant experience in .NET Core API development. • Strong experience with .NET Core (C#), including Web API and Dapper. • Working knowledge of databases: o Microsoft SQL Server (T-SQL, procedures, optimization) o PostgreSQL (queries, functions, indexing) o Redis (data structures, caching strategies) • Experience with API documentation tools (e.g., Swagger/OpenAPI). • Familiarity with version control systems (preferably Git). • Understanding of REST principles, authentication/authorization mechanisms (JWT/OAuth). • Ability to write unit and integration tests. • Good analytical and communication skills Preferred Skills (Optional) • Exposure to cloud platforms (Azure/AWS). • Knowledge of CI/CD pipelines. • Familiarity with micro services architecture
Job Summary We are looking for a results-driven Product Manager to lead the strategy, development, and optimization of payment systems across investment products, including securities, mutual funds, and stock investments. This role demands a deep understanding of customer needs, regulatory frameworks, and technology to build seamless, secure, and scalable payment solutions that enhance user experience and drive business growth. ________________________________________ Key Responsibilities 1. Product Management & Enhancement • Drive end-to-end product lifecycle for payment systems in securities, mutual funds, stock investments. • Improve transaction success rates and streamline payment experiences, resulting in tangible efficiency gains. 2. Market Research & Customer Validation • Conduct user interviews, surveys, and competitor analysis to identify pain points and product opportunities. • Deliver seamless payment system for stock investments based on validated user demand, increasing reliability and user satisfaction. 3. Product Design & Prototyping • Collaborate with UX/UI teams and external vendors to develop wireframes and prototypes. • Ensure interfaces are intuitive, accessible, and optimized for all user segments. 4. Competitor Benchmarking & Strategic Planning • Perform SWOT analyses of market competitors and define product differentiation strategies. • Implemented UPI AutoPay and redesigned SIP registration flows. 5. Payments Infrastructure & Compliance • Lead the implementation of eMandate and UPI AutoPay for IAPs, ensuring compliance with SEBI’s non-pooling of funds regulation. 6. Data Analytics & Reporting • Analyze transaction performance metrics to identify optimization opportunities. • Launched smart routing for securities payments, boosting gateway reliability and reducing failure rates. 7. Vendor & Stakeholder Management • Manage partnerships with payment gateways and banking partners to improve transaction flow and SLAs. • Negotiate contracts that reduce operational costs while enhancing performance and service quality.
Drive the full product lifecycle for equity-related offerings—from ideation to launch and continuous optimization. • Collaborate with the AI/Tech team to conceptualize and develop innovative equity research-related products leveraging automation, machine learning, and data analytics. • Work cross-functionally with research, technology, sales, compliance, and marketing to ensure product alignment with business objectives. • Analyze market trends, customer needs, and competitor offerings to identify product opportunities. • Gather and prioritize business requirements and translate them into detailed product specs and development roadmaps. • Define and monitor KPIs to evaluate product performance and user engagement. 1. Ensure timely and cost-efficient delivery of product initiatives. Key Requirements: 1. Education: CA or MBA (Finance), preferably from a Tier 1 institute (e.g., IIMs). 2. Experience: 2–5 years of hands-on experience in product management, preferably in financial services or capital markets. 3. Domain Knowledge: 1. Strong understanding of equity markets and investment products 2. Solid grasp of Technical and Fundamental Research frameworks 3. Familiarity with financial data sources and research tools 4. Skills: 1. Analytical and problem-solving mindset 1. Excellent communication and stakeholder management skills 2. Exposure to agile methodologies and digital product
Key Deliverables 1. Ensure timely advice to customers for Equity and Derivative markets. 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to the Compliance process for advice given. 4. One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP. 5. Daily meetings to be done with existing clients and new prospects for business. Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM o Experience: 3+ Years in Equity / MF / PMS / Broking o Domain Knowledge: Understanding of capital markets o IT Skills: MS Office
Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Health Insurance Unit Aditya Birla Health Insurance Company Ltd Location MBC, Thane & Hyderabad Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) TM-AM Reim Claims-Thn Reports to: Poornata Position Title TM-DCM-Rmbrsmt-Claims-Thane Function Service Operations Reports to: Function Service Operations Department Claims Reports to: Department Claims Designation of the Employee Assistant Manager Designation of the Manager DCM Date of writing/updation of JD 20th December 2021 1) Job Purpose: Write the purpose for which the job exists (in 2-3 lines) (Max 1325 Characters) The role is responsible for settlement of all claims for assigned verticals & to either process or repudiate as per set guidelines and close within defined TAT. 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 (Max 254 Characters) Unit Workforce Number (Max 254 Characters) 2800 Function Workforce Number (Max 254 Characters) 500 Department Workforce Number (Max 254 Characters) 155 Other Quantitative and Important Parameters for the job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other parameter Pro-Active Claims Calling at different stages of Claims Cycle; • Fresh Claims– Approx. 30 fresh Claim applications • Follow Up Calling – Approx. 20 Claims Response to Claim queries – Approx. 25 queries per day 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 ((Max 3975 Characters) About the Aditya Birla Health Insurance – Aditya Birla Health Insurance Co. Limited (ABHICL) was incorporated in 2015 as a 51:49 joint venture between Aditya Birla Capital Limited (ABCL) and MMI Strategic Investments (Pty) Ltd. ABHICL commenced its operations in October 2016. ABHICL has entered the competitive health insurance market with an aim to expand the category to wider customer segments, beyond the ones that health insurance companies traditionally have marketed to. As the 6th entrant in a category with well-established players, ABHICL is creating differentiation and equity for itself though the unique business proposition of “Health Insurance for All”, a one of a kind proposition in India at the moment. This is a philosophy that is being built through every single consumer touch point and into every single backend process of the company to ensure a customer’s experience of our proposition is continuous and seamless. ABHI’s unique offering to market includes proposition includes - • A Comprehensive Incentivized Wellness Program that will attract the young and health conscious and will motivate, guide and reward them to stay healthy • A Chronic Care Management Program to cater to the unmet needs of a growing Indian population of those suffering from chronic lifestyle conditions like Diabetes, Asthma, High Cholesterol and Hypertension from Day 1 • ABHICL serves as an enabler and influencer of health and healthcare choices that customers make, in addition to being a payer of healthcare expenses. Thus, ABHICL would act like a much needed catalyst to grow the prevalent health insurance landscape in India through product innovations and a wider choice of consumer relevant products. • ABHICL’s vision has always been digital. The company has been successful in adopting paper-less approach right from identifying to on-boarding to delivering seamless experience of its customers & employees. • Co-operation from stakeholders in timely execution of Risk Actionable & Internal audit (including sharing of data requirement to management response for closure of audit report) Key Challenges for the role – • Knowledge of Claims processes: Indemnity (Cashless, Reimbursement), Fixed Benefit Products • Understanding of Claims systems (process flow & System fields) – Health, PA & Travel • Experience in measurement of performance (TAT, accuracy in claims adjudication) • Expectations management of the Claims team • TAT & expectations management for specialized business handling. • Ensure uniformity in quality & maintain TATs of Claims decisions • Create & maintain standards/protocols for Claims team • Audit claims decisions in adherence & compliance with the Claims guidelines, uniformity in decisions, and approval authority limits (In house and TPA claims) • Periodic portfolio analysis: profitability (loss ratio / combined ratio), analyze frequency and severity, medical inflation • Maintain a consistent service delivery to ensure client retention and satisfaction • Identify risks to the company and escalate accordingly • Execution of processes and projects –operations, to be in line with defined standards • Inputs for refinement and development of claims guidelines, policies, and procedures. Publishing Quality analysis with Claims Team and sharing a positive feedback 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)- Maximum 10 KRAs can be updated Key Result Areas (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Processing & Monitoring of Indemnity and Fixed Benefit Claims 1. Monitor Claims transactions, authority limits, TATs 2. Appropriate & timely resolution of escalations 3. Monitor Claims Team Performance metrics 4. Measure Claims decisions: Quality & TAT 5. Retrospective Claims Quality Analysis 6. Analyzing claims trends across various channels and providing feedback and recommendations to claims and underwriting via calling Intelligence Address queries / complaints 1. Address queries from Customers, Intermediaries, Sales, other departments within defined TAT 2. Respond to Claims queries coming from the Company, Audit Training / BCP / Risk, Review, MIS / Compliance Recommend empowerment for Claims Officers 3. Audit 4. Training Facilitate training: Self, Claims officers & non-medical resources 1. Acquire required technical qualification and training. 2. Update and provide guidance to the New Joinees about the Internal as well as external processes 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) 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 (Max 80 Characters) Frequency Nature (Max 1325 Characters) Internal New Business & Policy Administration Legal/Compliance Sales IT Underwriting Internal Audit Team Provider Management Team Product Team / Actuary Team Contact Centre Team (CRM team) Escalation Resolution w.r.t. File movement / daily update Legal & compliance issue w.r.t to policies in Claims Query Resolution System enhancements/issues. Updating w.r.t guidelines or resolving queries Internal / External Audit Queries resolution/General enquiry New product development/launch related. Resolutions of Queries and Management of Escalations. External Policyholders Vendors External auditors Annually or need based Annually Conveying decisions/ query resolution Recruitment of outsourced employees. Sending audit reports 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)
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 About the Health Insurance Industry – While the current market sees more than 15 non-life players in the private space and 5 exclusive private players in the health insurance space trying to capture a sizable market share, the nationalized service provider (6) remains a strong competitor. In addition to this the business dynamics are such that the overall market on an annual basis which is to the tune of roughly 10,000 Crs sees close to 85 % of the business renewing with the existing service provider itself. This narrows down the opportunity of the fresh business actually being seriously fought in the market to approximately 1500 odd Crs. With the SME and the start-ups being the driving force of Indian economy, the opportunity to cater to these segments is immense and is increasing manifold year on year. The challenge here therefore remains as to how we capture a larger share of the opportunity by developing specific solutions to cater each segment of the business. Also by creating an inexpensive and standardized solution to increase the reach into the pockets of channel partners across the country to harness on their captive business and explore new opportunities with them. Market Opportunities – With the advent of medical advancements, lifestyle changes, change in Indian socio-economic scenario and Indian healthcare space, and the insurers are facing challenges to cater to the needs of this diverse clientele. Increasingly Indian customers have started considering health insurance partners as extensions of health advisers. In this scenario it becomes extremely important to understand their psyche and then provide tailored solutions with wellness benefits which would help them meet their end objectives and bring in profitable revenue source for the company. About the Aditya Birla Health Insurance – Aditya Birla Health Insurance Co. Limited (ABHICL) was incorporated in 2015 as a 51:49 joint venture between Aditya Birla Capital Limited (ABCL) and MMI Strategic Investments (Pty) Ltd. ABHICL commenced its operations in October 2016. ABHICL has entered the competitive health insurance market with an aim to expand the category to wider customer segments, beyond the ones that health insurance companies traditionally have marketed to. As the 6th entrant in a category with well-established players, ABHICL is creating differentiation and equity for itself though the unique business proposition of “Health Insurance for All”, a one of a kind proposition in India at the moment. This is a philosophy that is being built through every single consumer touch point and into every single backend process of the company to ensure a customer’s experience of our proposition is continuous and seamless. ABHI’s unique offering to market includes proposition includes - • A Comprehensive Incentivized Wellness Program that will attract the young and health conscious and will motivate, guide and reward them to stay healthy • A Chronic Care Management Program to cater to the unmet needs of a growing Indian population of those suffering from chronic lifestyle conditions like Diabetes, Asthma, High Cholesterol and Hypertension from Day 1 • ABHICL serves as an enabler and influencer of health and healthcare choices that customers make, in addition to being a payer of healthcare expenses. Thus, ABHICL would act like a much needed catalyst to grow the prevalent health insurance landscape in India through product innovations and a wider choice of consumer relevant products. • ABHICL’s vision has always been digital. The company has been successful in adopting paper-less approach right from identifying to on-boarding to delivering seamless experience of its customers & employees. Key Challenges for the role – • With changing lifestyle habits, following a set pattern for retail underwriting is becoming difficult. Hence each case may need to be reviewed individually as similar demographics & geographies no longer have similar medical history & background. • Ensure seamlessness across different functions on which the team’s deliverables are dependent. • Handling Customer grievance in view of miss-selling • Technical System dependency in achieving the targeted TAT 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 Ensure adherence to UW guidelines • Assisting in developing the underwriting guidelines for each product to achieve profitability. • Aiding in carrying out regular market mapping to gain maximum market share along with maintaining profitability. Quick and accurate underwriting decision ,maintaining high quality service, standards, meeting business targets • Underwrite transactions authority limits within defined TATs • Recommend decisions for transactions beyond authority limits • Appropriate & timely resolution of escalations System UAT • System Requirements to be understood thoroughly • Assisting in carrying out UAT to ensure the correct delivery of requirements 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)
Key Responsibilities: 1. Trading Applications (Investor & Trader Platforms) • Sole Product Owner for a suite of trading applications under a new digital transformation program. • Led the development of two distinct mobile apps: o Investor App – Native development for iOS and Android. o Trader App – Built using Flutter to support both iOS and Android. • Oversaw the end-to-end lifecycle of a unified Trading Web Platform, ensuring high availability, performance, and user-centric design. • Defined product vision, roadmap, and go-to-market strategy in collaboration with cross-functional teams. • Prioritized product backlog and features based on user research, business impact, and market trends. 2. Channel Partner Products • Product Owner for Partner Login (Web & Mobile) and associated systems: o Channel Partner Onboarding o Revenue Dashboard (Web & App) o Back Office and Revenue Tracking Modules • Streamlined partner management and improved onboarding efficiency and partner experience. • Enabled real-time visibility into performance metrics and earnings for channel partners. 3. Core Responsibilities Across Platforms • Led Product Development & Enhancements, balancing technical feasibility with business priorities. • Designed and optimized User Experience and Journey for traders, investors, and channel partners. • Implemented and managed Campaigns & User Engagement Strategies to drive adoption and retention. • Worked in Agile/Scrum environment, collaborating with development, design, QA, marketing, and business stakeholders.
Key Responsibilities: Sales & Business Development: Drive life insurance business through Axis Bank branches. Achieve monthly, quarterly, and annual sales targets. Implement effective sales strategies to generate leads and convert them into business. Promote and sell life insurance products suited to customer needs. Relationship Management: Build and maintain strong relationships with branch managers, cluster heads, and front-line staff of Axis Bank. Ensure high engagement levels with branch staff through regular meetings, training, and joint sales calls. Act as the single point of contact for all life insurance business matters in assigned branches. Training & Development: Train and motivate Axis Bank staff on ABSLI product offerings, processes, and systems. Conduct refresher programs and ensure continuous knowledge upgradation. Customer Service: Ensure high-quality service delivery to customers. Resolve customer queries, grievances, and ensure timely processing of applications. Monitor and ensure adherence to compliance and quality standards. Key Performance Indicators (KPIs): Achievement of assigned targets (premium and policies) Branch activation and productivity Relationship scorecard ratings from Axis Bank stakeholders Customer satisfaction and complaint resolution TAT Persistency and business quality metrics Desired Candidate Profile: Education: Graduate (Mandatory); MBA/PGDM preferred Experience: 2-5 years of experience in BFSI (preferably in life insurance or bancassurance) Skills: Strong relationship management and interpersonal skills Good communication and presentation abilities High self-motivation and goal orientation Understanding of insurance products and financial planning
The purpose of this role is to efficiently manage and optimize daily processes and activities associated with the product, ensuring accurate deal feeding, client and vendor record maintenance, prompt payment processing, and share transfers. The role also involves addressing queries, coordinating with stakeholders, reconciling data. Key Deliverables 1. Handle daily processes and activities associated with the product, including deal feeding in the portal, updating master files, and uploading other data files in the system. 2. Maintain and update client deals records with accuracy. 3. Follow up with vendors and process their payments through HDFC corporate online net banking. 4. Transfer shares to clients through the CDSL Easiest portal or manual DIS execution. 5. Manage queries received via calls and emails from Relationship Managers (RMs) and vendors. 6. Coordinate with internal and external stakeholders of the product to ensure smooth processing. 7. Reconcile data from multiple sources and maintain correct data in the system. 8. Maintain and share daily Management Information System (MIS) reports with the concerned team on a daily basis. Role Requirements 1. Educational Qualifications: Bachelor's degree or Post Graduation in Finance or a related field. 2. Experience: Experience in handling client and vendor queries and coordinating with multiple stakeholders. 3. Domain Knowledge: Proven experience in managing daily financial operations and data reconciliation.