Current Openings
SPHHYD4540
Provider Network - Cluster Manager
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 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 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) Zonal Head - The role will be responsible for creating, developing & managing a comprehensive network of healthcare providers and partners across the Zone along with team members across assigned geography. The role will also be responsible to negotiate best tariff structure for ABHI and manage the renewals and relationships while being responsible for making sure delivery of quality services as per signed SLAs. 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
SPHCHE4539
Provider Network - Cluster Manager
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 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 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) Zonal Head - The role will be responsible for creating, developing & managing a comprehensive network of healthcare providers and partners across the Zone along with team members across assigned geography. The role will also be responsible to negotiate best tariff structure for ABHI and manage the renewals and relationships while being responsible for making sure delivery of quality services as per signed SLAs. 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
SPHDEL4538
Provider Network - Regional Manager
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 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 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) Zonal Head - The role will be responsible for creating, developing & managing a comprehensive network of healthcare providers and partners across the Zone along with team members across assigned geography. The role will also be responsible to negotiate best tariff structure for ABHI and manage the renewals and relationships while being responsible for making sure delivery of quality services as per signed SLAs. 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
SPHBAN4537
Zonal Head (Retail Broking)
Key Responsibilities 1. Business & Financial Performance • Drive regional business growth by achieving sales targets across Equity, Advisory, MTF, and Investment Products, including NCA, NCR, and TGS. • Deliver revenue, profitability, and P&L objectives through growth in broking, distribution, cross-sell, and interest income. • Expand the MTF book while ensuring portfolio quality, risk management, and sustainable interest income. • Increase Investment Product sales, trail income, and customer wallet share across Mutual Funds, PMS, AIFs, Bonds, Insurance, and other wealth products. • Improve branch productivity, market share, and overall business performance through effective execution and cost optimization. 2. Operational Excellence • Drive operational excellence by improving account productivity, sales revenue productivity, client activation, and advisory performance across the region. • Ensure adherence to operational processes, regulatory compliance, governance standards, and deliver a superior customer experience. • Monitor business performance through dashboards and MIS, identify gaps, and implement corrective actions to achieve business objectives. • Build, develop, and retain high-performing Sales and Advisory teams through effective recruitment, coaching, and capability development. • Strengthen leadership by mentoring Regional, Cluster, and Branch Managers, driving performance management, fostering a high-performance culture, and ensuring succession planning for critical roles. ________________________________________ Desired Candidate Profile • 15 to 20 years of experience in Broking companies with exposure to Equity, MTF, Mutual Funds, Insurance, PMS, AIF, and Wealth products. • Proven experience in managing large south state sales teams. • Experience in leading a team of 300 plus across south states through state heads/Branch heads • Strong understanding of Equity, MTF, Mutual Funds, Insurance, PMS, AIF, and Wealth products. • Demonstrated track record of delivering revenue growth and profitability. • Strong P&L management capability. • Excellent leadership, coaching, and stakeholder management skills. • Strong analytical, strategic planning and execution capabilities. • Requires a strong understanding and cultural intelligence of the Southern states________________________________________ Core Competencies • Strategic Business Leadership • Sales Management • P&L Ownership • Retail Distribution • Wealth & Investment Products • Team Building & Coaching • Performance Management • Market Expansion • Customer Relationship Management • Data-Driven Decision Making • Operational Excellence • Cross-functional Collaboration
SPHSUR4536
Provider Network - Regional Manager
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 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
SPHBAR4535
Provider Network - Regional Manager
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 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
SPHGUW4534
Branch Manager (BM) - Silchar
Key Responsibilities • Business Development: Drive health insurance business through the agency channel and achieve assigned premium and revenue targets. • Agency Recruitment: Recruit, onboard, and activate insurance advisors and agents to expand the distribution network. • Channel Management: Develop and maintain relationships with agents, advisors, and other relevant distribution partners. • Branch Operations: Manage day-to-day branch sales activities, business planning, performance monitoring, and operational coordination. • Sales Target Achievement: Prepare and execute sales strategies to achieve monthly, quarterly, and annual business targets. • Team Management: Lead, motivate, and coach agency sales teams to improve productivity and business performance. • Market Expansion: Identify new business opportunities, develop local market coverage, and strengthen the branch's presence. • Performance Monitoring: Track premium generation, agent activation, policy conversion, renewal business, and overall sales productivity. • Training & Development: Conduct product training, sales reviews, and capability-building sessions for agents and sales personnel. • Customer Relationship Management: Ensure quality customer acquisition, support policy servicing, and resolve escalated customer issues. • Compliance & Governance: Ensure adherence to IRDAI regulations, internal policies, documentation requirements, and ethical sales practices. • MIS & Reporting: Maintain branch-level sales reports, business forecasts, recruitment data, and performance dashboards. Candidate Profile • Graduate in any discipline; an MBA in Sales, Marketing, or Business Administration is an advantage. • Relevant experience in health insurance, life insurance, agency sales, or financial services distribution. • Experience in agency recruitment, channel development, and sales target achievement. • Prior experience managing a branch or leading an agency sales team is preferred for the Branch Manager role. • Strong leadership, communication, negotiation, and relationship-management skills. • Good understanding of health insurance products, distribution channels, and market dynamics. • Ability to drive business growth and manage a target-oriented sales environment. Key Performance Indicators (KPIs) • Achievement of gross written premium (GWP) or assigned premium targets. • Number of agents recruited, licensed, and activated, as applicable. • Agency productivity and average business per agent. • Policy issuance and conversion rates. • Renewal business and persistency. • Branch profitability and business growth. • Customer satisfaction and complaint resolution. • Compliance with regulatory and internal guidelines. Key Competencies • Branch Sales & Business Management • Agency Channel Development • Insurance Advisor Recruitment • Business Planning & Revenue Growth • Team Leadership & Performance Management • Market Mapping & Distribution Expansion • Relationship Management • Sales Analytics & MIS Reporting • Regulatory Compliance & Customer Service
SPHSIL4533
Branch Manager (BM) - Siliguri
Key Responsibilities • Business Development: Drive health insurance business through the agency channel and achieve assigned premium and revenue targets. • Agency Recruitment: Recruit, onboard, and activate insurance advisors and agents to expand the distribution network. • Channel Management: Develop and maintain relationships with agents, advisors, and other relevant distribution partners. • Branch Operations: Manage day-to-day branch sales activities, business planning, performance monitoring, and operational coordination. • Sales Target Achievement: Prepare and execute sales strategies to achieve monthly, quarterly, and annual business targets. • Team Management: Lead, motivate, and coach agency sales teams to improve productivity and business performance. • Market Expansion: Identify new business opportunities, develop local market coverage, and strengthen the branch's presence. • Performance Monitoring: Track premium generation, agent activation, policy conversion, renewal business, and overall sales productivity. • Training & Development: Conduct product training, sales reviews, and capability-building sessions for agents and sales personnel. • Customer Relationship Management: Ensure quality customer acquisition, support policy servicing, and resolve escalated customer issues. • Compliance & Governance: Ensure adherence to IRDAI regulations, internal policies, documentation requirements, and ethical sales practices. • MIS & Reporting: Maintain branch-level sales reports, business forecasts, recruitment data, and performance dashboards. Candidate Profile • Graduate in any discipline; an MBA in Sales, Marketing, or Business Administration is an advantage. • Relevant experience in health insurance, life insurance, agency sales, or financial services distribution. • Experience in agency recruitment, channel development, and sales target achievement. • Prior experience managing a branch or leading an agency sales team is preferred for the Branch Manager role. • Strong leadership, communication, negotiation, and relationship-management skills. • Good understanding of health insurance products, distribution channels, and market dynamics. • Ability to drive business growth and manage a target-oriented sales environment. Key Performance Indicators (KPIs) • Achievement of gross written premium (GWP) or assigned premium targets. • Number of agents recruited, licensed, and activated, as applicable. • Agency productivity and average business per agent. • Policy issuance and conversion rates. • Renewal business and persistency. • Branch profitability and business growth. • Customer satisfaction and complaint resolution. • Compliance with regulatory and internal guidelines. Key Competencies • Branch Sales & Business Management • Agency Channel Development • Insurance Advisor Recruitment • Business Planning & Revenue Growth • Team Leadership & Performance Management • Market Mapping & Distribution Expansion • Relationship Management • Sales Analytics & MIS Reporting • Regulatory Compliance & Customer Service
SPHGUW4532
Area Manager (AM) - Jorhat
Key Responsibilities • Agency Development: Recruit, onboard, and activate insurance advisors/agents to expand the agency network. • Business Growth: Achieve assigned sales targets for insurance products through the agency channel. • Agent Management: Train, motivate, and support agents to improve productivity and business performance. • Sales Planning: Develop and execute business plans to achieve monthly, quarterly, and annual targets. • Relationship Management: Build strong relationships with agents and support them in lead generation, customer acquisition, and policy conversion. • Performance Monitoring: Track agent productivity, sales performance, persistency, and business growth. • Training & Development: Conduct product training, sales coaching, and regular performance reviews. • Market Development: Identify new business opportunities, expand market reach, and strengthen the local agency network. • Customer Service: Ensure effective resolution of customer queries and support policy servicing requirements. • Compliance: Ensure adherence to company policies, insurance regulations, documentation standards, and ethical sales practices. • Reporting: Maintain accurate sales reports, recruitment data, business forecasts, and agent performance MIS. Candidate Requirements • Graduate in any discipline; an MBA in Marketing or Sales would be an added advantage. • 2–5 years of experience in insurance sales, agency development, or channel sales. • Experience in recruiting, managing, and developing insurance agents or advisors. • Strong sales, negotiation, communication, and relationship-management skills. • Ability to achieve targets and work in a performance-driven environment. • Good knowledge of insurance products and agency sales processes. Key Performance Indicators (KPIs) • Achievement of premium and revenue targets. • Number of agents recruited and activated. • Agent productivity and business contribution. • Policy issuance and conversion rates. • Renewal and persistency performance. • Customer satisfaction and retention. • Compliance with regulatory and internal processes. Key Competencies • Sales and business development • Agency recruitment and development • Team motivation and performance management • Relationship building and negotiation • Market mapping and lead generation • Planning, execution, and target achievement
SPHBAN4531
KAM - Tiles - (Bangalore)
Key Responsibilities • Key Account Management: Develop and maintain strong relationships with key customers, including tile dealers, distributors, builders, contractors, and institutional buyers. • Sales & Revenue Growth: Achieve assigned sales targets, drive business growth, and increase the share of business from existing accounts. • Business Development: Identify and onboard new customers, expand the dealer and distributor network, and explore new business opportunities. • Customer Relationship Management: Understand customer requirements, provide suitable product and commercial solutions, and ensure a high level of customer satisfaction. • Market Intelligence: Monitor competitor activities, pricing trends, customer preferences, and market developments in the tiles and building materials industry. • Order & Supply Coordination: Coordinate with internal teams to ensure smooth order processing, timely deliveries, and resolution of customer issues. • Commercial Management: Negotiate pricing and commercial terms within company guidelines, monitor outstanding payments, and support timely collections. • Cross-functional Collaboration: Work closely with category, procurement, supply chain, operations, and marketing teams to ensure seamless customer service. • Reporting & Forecasting: Maintain accurate sales reports, account plans, sales forecasts, and pipeline updates.
SPHCOC4530
Territory Manager – TM (BW) (Cochin)
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
SPHHYD4529
Business Development Executive - BDE (Hyderabad)
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.
SPHTRI4528
Business Development Executive - BDE (Trichy)
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.
SPHSUR4527
Sales Manager - Surat
Job Description The channel is focused on driving B2B and corporate NPS through multiple acquisition and engagement avenues, including CRA data mining, Superannuation trusts, corporate relationships. The role is responsible for spearheading regional business growth by identifying opportunities across retirement and pension ecosystems, converting institutional relationships into sustainable revenue streams, and expanding ABSLI's presence within the retirement benefits market. The employee would have to interact with CFOs, CHROs and even promoters. It is a B2B fund acquisition role.
SPHAHM4526
Sales Manager - Ahmedabad
Job Description The channel is focused on driving B2B and corporate NPS through multiple acquisition and engagement avenues, including CRA data mining, Superannuation trusts, corporate relationships. The role is responsible for spearheading regional business growth by identifying opportunities across retirement and pension ecosystems, converting institutional relationships into sustainable revenue streams, and expanding ABSLI's presence within the retirement benefits market. The employee would have to interact with CFOs, CHROs and even promoters. It is a B2B fund acquisition role.
SPHBAR4525
Sales Manager - Baroda
Job Description The channel is focused on driving B2B and corporate NPS through multiple acquisition and engagement avenues, including CRA data mining, Superannuation trusts, corporate relationships. The role is responsible for spearheading regional business growth by identifying opportunities across retirement and pension ecosystems, converting institutional relationships into sustainable revenue streams, and expanding ABSLI's presence within the retirement benefits market. The employee would have to interact with CFOs, CHROs and even promoters. It is a B2B fund acquisition role.
SPHAHM4524
Deputy Area Sales Manager - Ahmedabad
Job Description The channel is focused on driving B2B and corporate NPS through multiple acquisition and engagement avenues, including CRA data mining, Superannuation trusts, corporate relationships. The role is responsible for spearheading regional business growth by identifying opportunities across retirement and pension ecosystems, converting institutional relationships into sustainable revenue streams, and expanding ABSLI's presence within the retirement benefits market. The employee would have to interact with CFOs, CHROs and even promoters. It is a B2B fund acquisition role.
SPHSUR4523
Territory Manager - Surat
Job Description The channel is focused on driving B2B and corporate NPS through multiple acquisition and engagement avenues, including CRA data mining, Superannuation trusts, corporate relationships. The role is responsible for spearheading regional business growth by identifying opportunities across retirement and pension ecosystems, converting institutional relationships into sustainable revenue streams, and expanding ABSLI's presence within the retirement benefits market. The employee would have to interact with CFOs, CHROs and even promoters. It is a B2B fund acquisition role.
SPHAHM4522
Territory Manager - Ahmedabad
Job Description The channel is focused on driving B2B and corporate NPS through multiple acquisition and engagement avenues, including CRA data mining, Superannuation trusts, corporate relationships. The role is responsible for spearheading regional business growth by identifying opportunities across retirement and pension ecosystems, converting institutional relationships into sustainable revenue streams, and expanding ABSLI's presence within the retirement benefits market. The employee would have to interact with CFOs, CHROs and even promoters. It is a B2B fund acquisition role.
SPHAHM4521
Key Account Manager-Udyog - Ahmedabad
Job Description- The channel is focused on driving B2B and corporate NPS through multiple acquisition and engagement avenues, including CRA data mining, Superannuation trusts, corporate relationships. The role is responsible for spearheading regional business growth by identifying opportunities across retirement and pension ecosystems, converting institutional relationships into sustainable revenue streams, and expanding ABSLI's presence within the retirement benefits market. The employee would have to interact with CFOs, CHROs and even promoters. It is a B2B fund acquisition role.
SPHRAJ4520
Regional Training Manager
Regional Training Manager – Agency Channel Company: Aditya Birla Sun Life Insurance Location: Rajkot Region Role: Regional Training Manager Key Responsibilities Conduct onboarding and training programs for new employees. Deliver product, process, and sales training for Agency Channel teams. Coach and mentor employees to improve productivity and performance. Identify training needs and provide field-level support. Track training effectiveness and employee progress. Coordinate with Agency Sales teams and managers on training requirements. Conduct regular field visits across the Rajkot Region. Maintain training records and performance reports.
SPHBAN4519
CATEGORY MANAGER - BANGALORE
Key Accountabilities & Support Actions Vendor Management • 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. Qualifications & Skills Grasim
SPHAHM4518
Regional Manager – RPV Annuity
Job Description – Regional Manager Position: Regional Manager – RPV Annuity Location: Ahmedabad Role Overview We are looking for an experienced Regional Manager to manage and grow the annuity business across the assigned region. The role will focus on driving partner productivity, strengthening institutional relationships, and achieving business targets. Key Responsibilities Manage and grow the annuity business across the assigned region. Drive business growth through existing and new institutional/partner channels. Develop and maintain strong relationships with key partners and stakeholders. Drive partner productivity and ensure achievement of business targets. Identify opportunities to increase annuity penetration and revenue. Monitor regional performance, partner-wise productivity, and business outcomes. Coordinate with internal teams to ensure smooth execution of business requirements. Provide regular business updates and performance reports to senior management. Preferred Experience Institutional / Annuity business experience will be preferred.
SPHKOL4517
REGIONAL HEAD (PCG WEALTH) - KOLKATA
Key Responsibilities 1. Regional Business Leadership • Own the overall P&L, AUM, revenue and profitability of the PCG Wealth business in the assigned region. • Develop and execute the regional business strategy in line with organizational objectives. • Drive growth in AUM, net inflows, revenue, client acquisition and wallet share. • Identify emerging markets, client segments and business opportunities across the region. • Build a sustainable and scalable wealth management franchise in Eastern India. 2. Client Acquisition & Relationship Management • Drive acquisition of HNI, UHNI, affluent and institutional/promoter clients. • Build and maintain strong relationships with key clients, family offices, business promoters and influential stakeholders. • Deepen existing client relationships through comprehensive wealth management and investment solutions. • Personally engage with key/high-value clients and participate in critical client acquisition and retention initiatives. • Ensure high levels of client satisfaction, engagement and retention. 3. Wealth & Investment Solutions • Ensure effective distribution and adoption of the organization's wealth management offerings. • Drive business across mutual funds, equities, bonds, PMS, AIFs, structured products, insurance, estate/legacy planning and other investment solutions, as applicable. • Ensure solutions are aligned with clients' risk profiles, investment objectives and overall wealth needs. • Work closely with product and investment teams to provide differentiated solutions to clients. 4. Team Leadership • Lead, mentor and develop Relationship Managers, Wealth Managers and other PCG team members across the region. • Build a strong performance-driven culture focused on client centricity, productivity and ethical business practices. • Set clear business targets and monitor individual/team performance. • Identify talent, develop succession plans and strengthen the regional leadership pipeline. • Conduct regular business reviews and provide coaching to improve team effectiveness. 5. Distribution & Business Development • Develop strategic relationships with corporates, promoters, family businesses, professional networks, intermediaries and other referral channels. • Leverage internal group relationships and cross-sell opportunities to acquire and deepen client relationships. • Develop a strong regional network and create a consistent pipeline of high-quality prospects. • Drive market visibility and positioning of the PCG Wealth franchise in the region. 6. Risk, Compliance & Governance • Ensure strict adherence to all regulatory, compliance, KYC/AML and internal risk-management requirements. • Maintain high standards of suitability, transparency and client servicing. • Ensure business growth is achieved within the organization's risk and governance framework. • Maintain strong audit and operational discipline across the region. Core Competencies • Strategic & commercial thinking • Wealth management expertise • HNI/UHNI client acquisition • Relationship management • Leadership & people development • Business development • Investment product knowledge • Financial acumen • Stakeholder management • Risk & compliance orientation • Strong execution and result orientation Role Location Kolkata, West Bengal Reporting To: National Head / Business Head – PCG Wealth Management
SPHGUJ4516
EHS MANAGER - DHOLERA
Key Responsibilities • Implement and monitor project-specific EHS policies, procedures, and compliance. • Conduct site inspections, safety audits, risk assessments (HIRA), and ensure timely closure of observations. • Manage high-risk construction activities including work at height, lifting operations, excavation, scaffolding, electrical works, confined space entry, and hot work. • Review Method Statements, Job Safety Analysis (JSA), Risk Assessments, and Permit-to-Work documentation. • Lead incident investigations, corrective and preventive actions (CAPA), and statutory reporting. • Conduct safety inductions, toolbox talks, emergency drills, and contractor awareness programs. • Monitor contractor compliance and coordinate with clients, consultants, and regulatory authorities. • Maintain EHS records, dashboards, KPIs, statutory documentation, and support internal/client audits. ________________________________________ Position Details 1. Department: -Project Management Services (PMS) 2. Location: -Ghansoli, Navi Mumba 3. Experience: - 5–7 Years 4. Qualification: - • Bachelor’s degree in engineering, Science, or a related discipline mandatory. • ADIS / NEBOSH / PGDISM or equivalent EHS certification. • Additional certifications in ISO 45001, ISO 14001, Fire Safety, First Aid, etc., will be an added advantage ________________________________________ Mandatory Experience • 5–7 years of relevant EHS experience in the construction/real estate sector. • Hands-on experience in executing high-rise residential apartment projects (30+ stores) is mandatory. • Experience with International Property Consultants (IPCs) or reputed real estate developers is highly preferred. • Strong knowledge of contractor safety management, statutory compliance, construction safety, and audit processes. ________________________________________ Preferred Industry Background • International Property Consultants (IPCs) • Premium Residential Real Estate Developers • Large Construction & Project Management Companies • High-Rise Residential / Township Projects ________________________________________ Key Skills & Competencies • . Construction & High-Rise Residential Safety • Indian EHS Regulations & Statutory Compliance • HIRA, JSA & Permit-to-Work Systems • Incident Investigation & CAPA • Contractor & Stakeholder Management • ISO 45001 / ISO 14001 • Excellent communication, leadership, and reporting skills
SPHGOR4514
Relationship Manager - Gurgaon
Job Description • Acquire new clients by opening Demat and Trading Accounts. • Promote and facilitate investments across Equity, Commodity, and Currency segments. • Generate new business through the sale of third-party financial products such as SIPs, Mutual Funds, Insurance, Value Packs, and ACE/TGS. • Build and maintain strong, long-term relationships with clients by providing timely support and financial guidance. Qualifications & Experience • Graduate or MBA (Finance/Marketing) preferred. • Relevant qualification and experience will also be considered. • Knowledge of Equity Markets. • Ability to interpret market reports and communicate insights to clients. • Strong communication and interpersonal skills. Key Skills • Client Acquisition & Relationship Management • Demat & Trading Account Opening • Equity / Commodity / Currency Products • Third-Party Financial Product Sales • Mutual Funds / SIPs / Insurance • Equity Market Knowledge • Market Report Interpretation • Client Servicing & Financial Guidance • Strong Communication & Interpersonal Skills Role Focus The Relationship Manager will be responsible for acquiring and servicing clients, driving Demat and Trading account acquisition, promoting market-linked investment products, cross-selling third-party financial products, and maintaining long-term client relationships.
SPHGOR4513
Equity Advisor - Gurgaon
Key Responsibilities: • 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.
SPHBAN4512
Human Resource Business Partner (HRBP) - Bangalore
Key Responsibilities: • 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.
SPHGUW4511
Area Sales Manager - Silchar
Key Responsibilities • Lead and manage the Direct Sales team across the assigned region. • Drive business growth and achieve assigned sales and revenue targets. • Develop and execute regional sales strategies aligned with business objectives. • Manage, mentor, and motivate a team of sales managers/executives. • Monitor individual and team performance through regular reviews and performance metrics. • Drive customer acquisition and business development through the Direct Channel. • Identify new market opportunities and develop strategies for market penetration. • Ensure effective implementation of sales campaigns, products, and business initiatives. • Build a strong performance-driven culture within the team. • Track key business metrics including productivity, conversion, persistency, and revenue. • Conduct regular field visits and provide on-ground coaching and support to the team. • Manage key customer/stakeholder relationships and resolve escalations. • Ensure adherence to company policies, processes, compliance, and regulatory requirements. • Prepare and present regular business performance reports to senior management. Candidate Profile • Graduate in any discipline; MBA/PGDM will be an added advantage. • Life Insurance experience is mandatory. • Strong experience in team handling and sales management. • Prior experience managing a Direct Sales team/region is preferred. • Proven track record of consistently achieving sales and business targets. • Strong leadership, coaching, and people-management skills. • Excellent communication and stakeholder-management abilities. • Strong analytical and problem-solving skills. • Good understanding of the local market and customer dynamics will be an advantage. Key Competencies • Direct Sales Management • Team Leadership • Regional Business Development • Sales Strategy & Execution • Performance Management • People Development • Target Achievement • Customer & Stakeholder Management • Market Expansion
SPHGUW4510
Branch Manager – Agency Channel (BM) - Silchar
Key Responsibilities • Manage the overall operations and business performance of the branch. • Drive sales and revenue through the Agency Channel. • Recruit, train, develop, and manage agency sales teams/agents. • Set clear business targets and ensure achievement of monthly, quarterly, and annual objectives. • Monitor team performance, productivity, and conversion ratios. • Build and maintain strong relationships with agents and key stakeholders. • Identify opportunities to increase agent productivity and business penetration. • Conduct regular reviews, team meetings, and performance tracking. • Ensure effective implementation of sales strategies and company initiatives. • Ensure compliance with company policies, processes, and regulatory guidelines. • Drive customer acquisition, persistency, and overall business quality. • Handle escalations and provide appropriate support to the team. Candidate Profile • Graduate in any discipline; MBA/PGDM will be an added advantage. • Life Insurance experience is mandatory. • Prior experience in Agency Sales / Branch Management is preferred. • Strong team handling and leadership skills. • Proven track record of achieving sales targets. • Good communication, relationship management, and interpersonal skills. • Strong local market knowledge and network will be an advantage. • Local candidates from Silchar are preferred. Key Competencies • Team Leadership • Agency Channel Management • Sales & Business Development • Recruitment & Agent Development • Target Orientation • Relationship Management • Performance Management • Market Development
SPHMUM4509
Senior Manager- Business Compensation & Benefits - Mumbai
Job Title: Sr. Manager / Assistant Vice President (AVP) – Business Compensation & Benefits Department: Human Resources – Total Rewards Reporting To: Head of Compensation & Benefits Experience: 4+ Years Role Overview We are looking for a dynamic and analytical HR professional to join our Total Rewards team at Motilal Oswal Financial Services. In this role, you will partner closely with the Performance Management System (PMS) function to design, implement, and monitor compensation structures that drive business performance. You will play a pivotal role in linking pay-for-performance metrics within the BFSI and Fintech landscape. Key Responsibilities 1. Compensation Strategy & Benchmarking • Conduct market benchmarking against top-tier BFSI and Fintech competitors (e.g., ICICI Bank, HDFC, Razorpay, Paytm, etc.) to ensure competitive positioning. • Design and review salary structures, variable pay plans, and long-term incentive (LTI) schemes for various business verticals. • Analyze compensation trends in the financial services sector to recommend adjustments for retention and acquisition of top talent. 2. Integration with Performance Management System (PMS) • Collaborate with the PMS team to align compensation outcomes with performance ratings. • Ensure seamless data flow between performance scores and variable pay calculations. • Develop models for merit increases, bonuses, and promotions based on PMS outputs. • Identify gaps in current PMS-compensation linkage and propose process improvements. 3. Business Partnering & Analytics • Act as a strategic partner to business heads, providing insights on compensation budgets, manpower costs, and reward effectiveness. • Prepare detailed MIS reports on compensation ratios, attrition analysis related to pay, and budget utilization. • Support annual compensation review cycles, including budget planning, communication, and implementation. 4. Compliance & Governance • Ensure all compensation practices comply with statutory regulations (PF, ESIC, Gratuity, Taxation) and internal governance policies. • Maintain data integrity and confidentiality within HRIS systems.
SPHMUM4508
Senior Engineer – Plumbing
JOB DESCRIPTION – PLUMBING SERVICES ENGINEER Position: Plumbing Services Engineer Department: MEP / Plumbing Services 1. Job Purpose The Plumbing Services Engineer will be responsible for planning, supervising, coordinating, inspecting, testing, and commissioning plumbing and associated water-management systems for the residential building project. The engineer shall ensure that all plumbing works are executed in accordance with approved drawings, specifications, BOQ, applicable codes and standards, project quality requirements, and the approved construction programme. 2. Key Responsibilities A. Plumbing Installation & Execution • Supervise day-to-day plumbing installation activities at the project site. • Ensure plumbing works are executed as per approved shop drawings, specifications and method statements. • Supervise installation of: o Domestic cold-water supply systems. o Hot-water supply systems, where applicable. o Soil, waste and drainage systems. o Rainwater drainage systems. o Storm-water drainage systems. o Underground and overhead water tanks. o Pumping systems. o Transfer and booster pump systems. o Sewage systems. o Water treatment systems, where applicable. o Sewage treatment plant (STP) interfaces. o Grease traps, where applicable. o External water-supply and drainage networks. • Ensure proper installation of pipes, valves, pumps, fixtures, supports and associated accessories. • Monitor workmanship and ensure installations meet required quality standards. B. Design & Drawing Coordination • Review plumbing design drawings, specifications and BOQ. • Review and coordinate plumbing shop drawings and builders' work drawings. • Check pipe sizing, flow requirements, gradients and routing. • Coordinate plumbing services with architectural, structural and electrical/MEP services. • Identify clashes between plumbing services and other building services. • Coordinate necessary openings, sleeves, shafts, trenches and builder's work requirements. • Review and coordinate as-built drawings. C. Water Supply Systems Supervise and coordinate installation of: • Domestic water supply. • Hot-water systems, where applicable. • Underground water tanks. • Terrace/overhead water tanks. • Transfer pumps. • Booster pumps. • Pressure-reducing systems. • Water meters and sub-metering. • Water filtration/treatment systems. • Apartment and common-area water distribution. Ensure adequate pressure, flow and accessibility for maintenance. D. Drainage & Sewage Systems • Supervise soil and waste pipe installation. • Ensure correct pipe gradients and proper drainage flow. • Coordinate installation of floor traps, cleanouts, inspection chambers and manholes. • Supervise underground drainage networks. • Coordinate connections to STP/sewer systems. • Ensure proper testing of drainage pipelines. • Check prevention of leakage, blockage and backflow. • Ensure proper ventilation of drainage systems. E. Rainwater & Storm-Water Systems • Supervise rainwater down-take pipe installation. • Coordinate roof drainage systems. • Ensure proper installation of rainwater outlets and gratings. • Coordinate storm-water drainage networks. • Ensure correct gradients and discharge arrangements. • Coordinate rainwater harvesting systems where applicable. F. Pumps & Plumbing Equipment • Coordinate installation and alignment of: o Domestic water pumps. o Transfer pumps. o Booster pumps. o Drainage pumps. o Sump pumps. o Sewage pumps. o Hot-water circulation pumps, where applicable. • Verify equipment installation against approved technical specifications. • Coordinate electrical power requirements with the electrical team. • Support testing and commissioning of pumps and associated controls. G. Testing & Commissioning Coordinate and supervise: • Hydrostatic pressure testing. • Water-supply pipeline testing. • Drainage leakage testing. • Flushing and cleaning of water pipelines. • Disinfection of domestic water systems. • Flow and pressure testing. • Pump testing. • Tank testing. • Drainage flow testing. • Final testing and commissioning of plumbing systems. Ensure all test reports are properly recorded and submitted. H. Quality Control • Ensure plumbing works comply with approved drawings and specifications. • Coordinate inspections with the QA/QC team and Consultant/PMC. • Raise inspection requests as required. • Verify plumbing materials against approved material submittals. • Inspect pipes, valves, pumps, fixtures and accessories before installation. • Ensure proper pipe supports, sleeves, clamps and insulation where applicable. • Monitor workmanship and installation standards. • Identify defective work and ensure timely rectification. • Maintain plumbing inspection and testing records. I. Material & Procurement Coordination • Prepare/review material requirements based on drawings and BOQ. • Review technical specifications of plumbing materials and equipment. • Coordinate with procurement and vendors. • Inspect materials received at site. • Ensure materials comply with approved specifications. • Monitor material consumption and minimize wastage. • Ensure proper storage and protection of plumbing materials. J. Site Coordination • Coordinate plumbing works with civil, structural, architectural and other MEP teams. • Coordinate pipe routes through shafts, ceilings, walls and floors. • Ensure sleeves and openings are provided before concrete works. • Coordinate concealed plumbing works before closing walls, ceilings and shafts. • Participate in coordination meetings and technical discussions. • Monitor subcontractor manpower and productivity. • Ensure plumbing activities are completed as per project schedule. K. Safety • Ensure plumbing activities comply with project HSE requirements. • Ensure safe working practices during excavation, pipe installation and testing. • Ensure proper PPE is used by workers. • Ensure safe access to shafts, tanks, trenches and confined spaces. • Coordinate with the HSE team for excavation and confined-space activities. • Ensure pressure testing is carried out using approved safety procedures. L. Documentation & Reporting Maintain and update: • Approved plumbing drawings. • Shop drawings. • Builders' work drawings. • As-built drawings. • Material approvals. • Inspection requests. • Test reports. • Pressure-test records. • Flushing/disinfection records. • Equipment data sheets. • Pump test reports. • Snag/punch lists. • Daily and weekly progress reports. • O&M manuals. • Warranty documentation. 3. Residential Plumbing Systems The engineer should have good working knowledge of: • Domestic water supply. • Hot-water supply. • Soil and waste drainage. • Ventilation systems. • Rainwater drainage. • Storm-water drainage. • Sewage collection. • STP interface. • Water tanks. • Pump rooms. • Booster/transfer pump systems. • Water treatment systems. • Rainwater harvesting. • Plumbing fixtures and sanitaryware. • External water and drainage networks. • Apartment and common-area plumbing. 4. Pre-Handover & Handover • Conduct final inspection of apartments, common areas and service areas. • Ensure all plumbing fixtures are installed and operational. • Coordinate final pressure and leakage testing. • Ensure all snags and punch points are closed. • Verify completion of testing and commissioning. • Prepare final plumbing documentation. • Support preparation of O&M manuals and handover dossiers. • Assist the Client/Consultant during final inspection and handover.
SPHMUM4507
Senior Engineer – Electrical
JOB DESCRIPTION – ELECTRICAL SERVICES ENGINEER Position: Electrical Services Engineer Department: MEP / Electrical Services 1. Job Purpose The Electrical Services Engineer will be responsible for planning, coordinating, supervising, inspecting, testing, and commissioning all electrical services for the residential building project. The position will ensure that electrical installations are executed safely, efficiently, and in accordance with approved drawings, specifications, applicable electrical codes, project requirements, and statutory regulations. 2. Key Responsibilities A. Electrical Installation & Execution • Supervise day-to-day electrical installation activities at the project site. • Ensure execution is as per approved shop drawings, specifications, BOQ, and method statements. • Coordinate installation of: o HT/LT electrical systems. o Transformers and substations. o DG sets and associated systems. o LT panels, DBs and SMDBs. o Busduct/busbar systems. o Cable trays, trunking and conduits. o Power and lighting systems. o Earthing and lightning protection. o Emergency power systems. o Common-area electrical systems. o External electrical works. • Ensure proper installation of electrical equipment, cables, conduits, switches, sockets, lighting fixtures and accessories. • Monitor installation quality and ensure proper workmanship. B. Electrical Design & Drawing Coordination • Review electrical design drawings, specifications and BOQ. • Review and coordinate shop drawings and as-built drawings. • Check electrical load schedules and single-line diagrams. • Coordinate electrical requirements with architectural, structural, HVAC, plumbing, fire-fighting and other MEP services. • Identify design discrepancies and coordinate resolution with consultants/design teams. • Ensure adequate provisions for future requirements wherever specified. C. Site Supervision & Coordination • Plan daily and weekly electrical work activities. • Coordinate with civil, architectural and other MEP teams to avoid service clashes. • Coordinate with subcontractors, suppliers, consultants and client representatives. • Monitor manpower, materials, tools and equipment required for electrical works. • Ensure work fronts are available before starting electrical installations. • Monitor project progress against the approved construction schedule. D. Testing & Commissioning Supervise and coordinate testing and commissioning of: • Transformers. • DG sets. • HT/LT panels. • Distribution boards. • Busduct systems. • Power cables. • Lighting systems. • Emergency lighting. • Earthing systems. • Lightning protection systems. • Fire alarm interfaces. • ELV interfaces, where applicable. • Common-area and apartment electrical systems. Ensure all test reports and commissioning records are properly documented. E. Quality Control • Ensure electrical works comply with approved drawings and specifications. • Coordinate inspections with QA/QC and Consultant/PMC teams. • Raise inspection requests and ensure timely approvals. • Verify materials against approved material submittals. • Ensure proper testing of cables, insulation resistance, continuity, earth resistance and other required parameters. • Monitor installation tolerances and workmanship. • Ensure rectification of defects and punch points. F. Material & Procurement Coordination • Prepare/review electrical material requirements based on project drawings and BOQ. • Review technical specifications of electrical materials and equipment. • Coordinate with procurement and vendors for timely delivery. • Inspect materials received at site. • Ensure only approved materials are installed. • Monitor material consumption and minimize wastage. G. Safety • Ensure all electrical works comply with project HSE requirements. • Ensure proper isolation/LOTO procedures before electrical work. • Monitor safe working practices for HT/LT systems. • Ensure proper PPE and electrical safety equipment are used. • Coordinate with the HSE team for electrical safety inspections. • Immediately report electrical hazards and unsafe conditions. H. Documentation & Reporting Maintain and update: • Approved electrical drawings. • Shop drawings. • As-built drawings. • Material approvals. • Inspection requests. • Testing and commissioning reports. • Cable schedules. • Load schedules. • Equipment schedules. • Installation checklists. • Snag/punch lists. • Daily and weekly progress reports. • Operation & Maintenance manuals. • Warranty documents. Prepare regular progress reports for the MEP Manager/Project Manager. 3. Residential Building Electrical Systems The engineer should have working knowledge of electrical systems typically used in residential projects, including: • HT/LT distribution. • Transformer and substation systems. • DG backup power. • Main LT panels and distribution boards. • Busduct/rising mains. • Apartment electrical distribution. • Lighting and power distribution. • Common-area electrical systems. • External lighting. • Earthing and lightning protection. • Emergency power supply. • Electrical metering. • EV charging provisions, where applicable. • Solar PV systems, where applicable. • Fire alarm and ELV interface coordination. • Building management/automation interface, where applicable. 4. Authority & Responsibility The Electrical Services Engineer shall be responsible for: • Ensuring electrical work is executed as per approved drawings and specifications. • Identifying and reporting technical issues and design discrepancies. • Rejecting defective/non-approved materials or workmanship. • Coordinating corrective actions with subcontractors. • Ensuring timely completion of electrical activities. • Supporting testing, commissioning and project handover.
SPHMUM4506
Manager QAQC - Navi Mumbai
Job Description – QA/QC Manager Position: QA/QC Manager Department: Quality Assurance / Quality Control 1. Job Purpose The QA/QC Manager will be responsible for establishing, implementing, and maintaining the Quality Assurance and Quality Control systems for the residential building project. The role involves ensuring that all civil, structural, architectural, finishing, MEP coordination, and associated works are executed in accordance with approved drawings, specifications, method statements, applicable codes, and project quality requirements. 2. Key Responsibilities A. Quality Management System • Develop and implement the Project Quality Plan (PQP). • Establish inspection and testing procedures for all construction activities. • Prepare and maintain Inspection & Test Plans (ITPs), checklists, method statements, and quality procedures. • Ensure compliance with approved drawings, project specifications, BOQ, and applicable standards/codes. • Conduct regular quality audits and site inspections. • Monitor implementation of quality procedures by site engineers and subcontractors. • Maintain proper quality documentation and records. B. Material Quality Control • Review and approve material submittals in coordination with the consultant/client. • Verify incoming construction materials against approved specifications and purchase orders. • Ensure proper material inspection, sampling, testing, storage, and traceability. • Coordinate laboratory testing for concrete, reinforcement steel, blocks, waterproofing materials, tiles, aggregates, soil, etc. • Review test certificates and laboratory reports. • Ensure non-conforming materials are identified, segregated, and controlled. C. Civil & Structural Works Monitor and control quality of: • Excavation, earthwork, backfilling and compaction. • Piling/foundation works, where applicable. • Reinforcement and formwork. • RCC works including columns, beams, slabs, walls, staircases, etc. • Concrete batching, pouring, sampling, cube testing and curing. • Masonry/blockwork. • Plastering and screeding. • Waterproofing and water-retaining structures. • External development and infrastructure works. D. Architectural & Finishing Works Ensure quality compliance for: • Flooring and tiling. • Internal and external plaster. • Painting and texture finishes. • False ceiling and drywall works. • Doors, windows and glazing. • Stone and façade works. • Joinery and carpentry. • Kitchen and bathroom finishes. • Sealants and expansion joints. • Final finishing and snag rectification. E. Inspection & Testing • Coordinate inspections with the Consultant/PMC/Client. • Raise and close Inspection Requests (IRs/WIRs). • Monitor material testing and site testing requirements. • Review concrete cube test results and other laboratory reports. • Ensure calibration of testing and measuring equipment. • Maintain inspection and test records. F. Non-Conformance & Corrective Actions • Identify quality deviations and issue Non-Conformance Reports (NCRs). • Investigate root causes of quality failures. • Coordinate corrective and preventive actions (CAPA). • Monitor NCR closure within agreed timelines. • Maintain an NCR and quality observation tracker. • Implement lessons learned to prevent recurrence. G. Subcontractor & Vendor Quality • Evaluate subcontractors' quality systems and capabilities. • Conduct subcontractor quality audits. • Monitor subcontractor compliance with approved method statements and ITPs. • Review vendor/manufacturer quality documents. • Ensure approved materials and workmanship standards are maintained throughout the project. H. Documentation & Reporting Prepare and maintain: • Project Quality Plan. • ITPs and checklists. • Method statements. • Material approval records. • Inspection requests. • Test reports. • Concrete pour records. • Cube test records. • NCR/Observation reports. • Calibration certificates. • Quality audit reports. • Snag/punch-list records. • As-built quality documentation. • Handover and QA/QC dossiers. Submit regular weekly and monthly quality reports to the Project Manager/Project Director. 3. Pre-Handover & Handover • Establish inspection and snagging procedures for apartments, common areas, amenities, façade and external works. • Coordinate final inspections with the Client/Consultant. • Monitor closure of snags and punch points. • Verify completion of testing and commissioning documentation where applicable. • Prepare and maintain final QA/QC dossiers. • Support project handover and ensure all quality documentation is complete. 4. Key Performance Indicators (KPIs) • Reduction in recurring defects. • Timely closure of NCRs. • First-time inspection approval rate. • Compliance with approved drawings and specifications. • Concrete/material test compliance. • Timely completion of inspections. • Reduction in rework and material wastage. • Subcontractor quality performance. • Timely completion of snag/punch-list closure. • Completeness of project quality documentation.
SPHMUM4505
Zonal Sales Manager IDFC Bank (ZSM-IDFC)
Job Title Zonal Sales Manager DBS Bank Function DBS Branch Banking Department DBS Channel Reporting To (Title) Head – Relationship DBS Job Band JB7/8 (depending on the size of the zone) Superior’s Superior (Title) CDO Unit Birla Sun Life Insurance Location Zone Office Business Life Insurance Date February 9th 2018 1) Job Purpose To manage the assigned Bancassurance partner relationship to achieve business objectives and align various functional teams internally at BSLI and externally across the DBS bank. The large Banca relation increases the complexity of the role since the partner has higher negotiating power owing to the larger business potential and multiple business channels from which business is sourced by BSLI. The role also ensures focus on various parameters like cost efficiencies, revenue and profitability within the legal and regulatory frameworks of banking and insurance. 2) Dimensions What are the areas (in quantitative terms) the job has an impact on? Dimension Remarks 1. Manpower Direct: ~ 6-7 Regional Heads Indirect: ~300 + ( Spread across DBS Bank Branches) Leads and oversees sourcing of business through Branch Banking Model of the DBS bank 2. Business Impact a. Target - (Individual + Group) Annualized Premium – 100 to 150 Crs Complete accountability of the Sales Target of the Relationship for the Zone which has a direct impact on the Organisation’s top-line target. b. Customer Complaints / Compliance 0 Customer Complaints and ensuring adherence to Compliant business c. Persistency 80% Premium Persistency 80% Policy Persistency Drive high 13 month Rolling Premium Persistency 3. Expense Gap Management As per Banca plan expense gap plan of the Zone Complete Accountability of the Expense gap planned for the Zone 4. Business Development Increase Life Insurance penetration to HDFC Branches and other verticals within the Bank Working with Product and Actuarial teams to design solutions that can penetrate to these new verticals of the Bank. 5. Job Complexity Managing multiple branches & different verticals in the Banca partnership basis customer segmentation as well as manage different internal stakeholders at BSLI The role also indirectly drives the banks sales force to sell life insurance vis-a-vis other competing fee based products 3) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone? Key Challenges for the role – • Branch Banking RMs are having fungible Revenue targets from multiple product lines where Life Insurance is just one among them Therefore it is a challenge to capture the mindshare of the RMs to still sell Life Insurance as part of their overall Revenue target • Regularly track external environment, including what the other partners are offering, the changing regulatory framework affecting banks business and accordingly align strategies. • Constantly coming up with initiatives to grab the mindshare of the bank’s sales force which involves training, engaging with the bankers, organising customer interactions and designing & fulfilment of attractive Rewards & Recognition programs which motivates them to sell.. • Ensuring strong relationship management with the Bank to ward off a potential tie up with Competition. This is extremely critical especially in light of Open Architecture where the Bank has a Tie-up with the other Insurance companies also. • Working towards tying up with other Verticals such as Commercial Banking groups, NRI Group, Group Business etc which are not under the Vertical with which BSLI is tied up. This require totally different product suite for which close working with Actuarial team is required. 4) Principal Accountabilities Accountability Supporting Actions Drive the implementation of the channel strategy and delivery of business targets for the Banca relationship and ensure maximum market share and deeper brand penetration. 1. Design & ensure execution of sales strategies through the bank and BSLI staff and deliver planned business targets for the relationship. 2. Ensure achievement of business targets and maximization of business potential from multiple business verticals of the bank by liaising with the concerned sales teams and ensuring they are aligned to the defined business plans. 3. Identify and implement various sales processes to capture and enhance the business potential presented by each line of business of the Banca partner. 4. Plan and drive lead generation activities for Life Insurance business by organising activities like Customer Events, RM Roadshows, and Lead Generation activities at Branches etc. 5. Plan & Strategise for manpower allocation within allocated to relationship as well as segmentation in order to ensure achieve revenue/premium targets for their respective relationship. 6. Ensure quality recruitment of manpower to enable HNI customer requirement which shall result in high quality sales as per the requirement. 7. Conduct regular meetings ( as per hierarchy mapping grid defined ) with Channel Partner on Business Planning 8. Analyse the objective and create a strategy for the Relationship. 9. Working on and executing an action plan with BSLI and Bank’s Team to achieve the set targets for the quarter/year. 10. Analyse channel partner/BSLI needs, objectives and accordingly train team to recruit right quality of people. Ensure achievement of desired levels of profitability and business quality for the relationship 1. Ensure achievement of profitability and persistency targets for the Vertical @ % for the first 13month 2. Manage expenses within allowable expense gap 3. Manage the renewal team & ensure adequate focus is maintained by the sales team on persistency 4. Ensure that the business activities are carried out as per the compliance & regulatory guidelines laid by the company 5. Put in place checks and balances to control the quality of business 6. Conduct periodic reviews and audit checks and take corrective & documented actions when any malpractice is found. Drive effective channel management 1. Oversee judicious expenditure on sales promotion activities. 2. Give inputs for the creation of an effective incentive plan for the Vertical 3. Work with the channel partner to effectively use R&R programs to drive desired behaviours 4. Ensure efficient use of spent on Channel Partners which helps in achieving the end objective. 5. Ensure achievement of desired levels of People Retention:10% Activisation of SPs:10% FYP ISSUED:40% NOPs:10% Product Mix: 20%,Trad 50%: ULIP 40%: Protection 10%Monthly – 6. 15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an in-depth understanding of Channel needs 7. Identify training needs for the in-house and channel partner teams 8. Position gaps / Vacancy to be filled within a TAT of T+15 Days Relation Ship Management: Open Architecture 1. To Handle Bank customers requirements with the best services and products ranges 2. To be equipped with insurance and Bank Products knowledge To manage the relationship at all the levels to have the desire out-puts. Relationship Management with key management of verticals within the bank to improve penetration 1. Manage relationships at the highest level in the Vertical to ensure a continued beneficial relationship. 2. Drive the business by using the key influencers to help us put right enablers in place. 3. Identify innovative methods working with the Vertical to enhance Cuts ID Penetration & Book Size Penetration, within the Vertical to maximise business opportunities 4. Identify the new opportunities in the Vertical and execute the action plan to have incremental business. 5. Provide inputs to facilitate design of the product and defining of related processes Team Management 1. Ensure through continuous on the job training, skill enhancement of team 2. Mentor, supervise and coach the team. 3. Provide for on the job as well as classroom training for skill enhancement 4. Ensure periodic job rotation to give a higher exposure to the team members on all aspects. 5) Job Purpose of Direct Reports Regional/Area Sales Manager: Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation. Branch Manager : The role is responsible to manage Sales function of one distribution vertical in the Bancassurance channel partner HDFC Bank. The same includes planning and working on Sales strategies with the Channel Partner, extending sales support to the DBS Branch Managers, acting as one stop solution to the team and executing the plan as per objectives including manpower planning and sales numbers. 6) Relationships (If Applicable) Internal Frequency Nature HO- Operations Regular Advisory and suggestions and making HO – F&A Need Based them understand our business HO –HR Need Based requirements. Suggesting their help HO- Compliance & Legal Regular needed in action plan, feedback, MISs etc. HO – Product & Actuarial team Regular TPD Support, Underwriting, Almost daily to support Training, M&C action plan. External Frequency Nature Leadership team of Bank Weekly Review of Quarterly business Central Product Team/Management Team of verticals of Bank Daily Analysing and reviewing action plan and implement changes, taking and providing suggestions. Zonal heads of Daily Driving sales, feedback on Execution Plan, 6) Relationships (If Applicable) Business/Insurance of channel partner Other Banks Industry peers Occasional Occasional launches etc. Acquisition, market intelligence Acquisition, market intelligence
SPHMUM4504
Zonal Sales Manager DBS Bank (ZSM-DBS)
Job Title Zonal Sales Manager DBS Bank Function DBS Branch Banking Department DBS Channel Reporting To (Title) Head – Relationship DBS Job Band JB7/8 (depending on the size of the zone) Superior’s Superior (Title) CDO Unit Birla Sun Life Insurance Location Zone Office Business Life Insurance Date February 9th 2018 1) Job Purpose To manage the assigned Bancassurance partner relationship to achieve business objectives and align various functional teams internally at BSLI and externally across the DBS bank. The large Banca relation increases the complexity of the role since the partner has higher negotiating power owing to the larger business potential and multiple business channels from which business is sourced by BSLI. The role also ensures focus on various parameters like cost efficiencies, revenue and profitability within the legal and regulatory frameworks of banking and insurance. 2) Dimensions What are the areas (in quantitative terms) the job has an impact on? Dimension Remarks 1. Manpower Direct: ~ 6-7 Regional Heads Indirect: ~300 + ( Spread across DBS Bank Branches) Leads and oversees sourcing of business through Branch Banking Model of the DBS bank 2. Business Impact a. Target - (Individual + Group) Annualized Premium – 100 to 150 Crs Complete accountability of the Sales Target of the Relationship for the Zone which has a direct impact on the Organisation’s top-line target. b. Customer Complaints / Compliance 0 Customer Complaints and ensuring adherence to Compliant business c. Persistency 80% Premium Persistency 80% Policy Persistency Drive high 13 month Rolling Premium Persistency 3. Expense Gap Management As per Banca plan expense gap plan of the Zone Complete Accountability of the Expense gap planned for the Zone 4. Business Development Increase Life Insurance penetration to HDFC Branches and other verticals within the Bank Working with Product and Actuarial teams to design solutions that can penetrate to these new verticals of the Bank. 5. Job Complexity Managing multiple branches & different verticals in the Banca partnership basis customer segmentation as well as manage different internal stakeholders at BSLI The role also indirectly drives the banks sales force to sell life insurance vis-a-vis other competing fee based products 3) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone? Key Challenges for the role – • Branch Banking RMs are having fungible Revenue targets from multiple product lines where Life Insurance is just one among them Therefore it is a challenge to capture the mindshare of the RMs to still sell Life Insurance as part of their overall Revenue target • Regularly track external environment, including what the other partners are offering, the changing regulatory framework affecting banks business and accordingly align strategies. • Constantly coming up with initiatives to grab the mindshare of the bank’s sales force which involves training, engaging with the bankers, organising customer interactions and designing & fulfilment of attractive Rewards & Recognition programs which motivates them to sell.. • Ensuring strong relationship management with the Bank to ward off a potential tie up with Competition. This is extremely critical especially in light of Open Architecture where the Bank has a Tie-up with the other Insurance companies also. • Working towards tying up with other Verticals such as Commercial Banking groups, NRI Group, Group Business etc which are not under the Vertical with which BSLI is tied up. This require totally different product suite for which close working with Actuarial team is required. 4) Principal Accountabilities Accountability Supporting Actions Drive the implementation of the channel strategy and delivery of business targets for the Banca relationship and ensure maximum market share and deeper brand penetration. 1. Design & ensure execution of sales strategies through the bank and BSLI staff and deliver planned business targets for the relationship. 2. Ensure achievement of business targets and maximization of business potential from multiple business verticals of the bank by liaising with the concerned sales teams and ensuring they are aligned to the defined business plans. 3. Identify and implement various sales processes to capture and enhance the business potential presented by each line of business of the Banca partner. 4. Plan and drive lead generation activities for Life Insurance business by organising activities like Customer Events, RM Roadshows, and Lead Generation activities at Branches etc. 5. Plan & Strategise for manpower allocation within allocated to relationship as well as segmentation in order to ensure achieve revenue/premium targets for their respective relationship. 6. Ensure quality recruitment of manpower to enable HNI customer requirement which shall result in high quality sales as per the requirement. 7. Conduct regular meetings ( as per hierarchy mapping grid defined ) with Channel Partner on Business Planning 8. Analyse the objective and create a strategy for the Relationship. 9. Working on and executing an action plan with BSLI and Bank’s Team to achieve the set targets for the quarter/year. 10. Analyse channel partner/BSLI needs, objectives and accordingly train team to recruit right quality of people. Ensure achievement of desired levels of profitability and business quality for the relationship 1. Ensure achievement of profitability and persistency targets for the Vertical @ % for the first 13month 2. Manage expenses within allowable expense gap 3. Manage the renewal team & ensure adequate focus is maintained by the sales team on persistency 4. Ensure that the business activities are carried out as per the compliance & regulatory guidelines laid by the company 5. Put in place checks and balances to control the quality of business 6. Conduct periodic reviews and audit checks and take corrective & documented actions when any malpractice is found. Drive effective channel management 1. Oversee judicious expenditure on sales promotion activities. 2. Give inputs for the creation of an effective incentive plan for the Vertical 3. Work with the channel partner to effectively use R&R programs to drive desired behaviours 4. Ensure efficient use of spent on Channel Partners which helps in achieving the end objective. 5. Ensure achievement of desired levels of People Retention:10% Activisation of SPs:10% FYP ISSUED:40% NOPs:10% Product Mix: 20%,Trad 50%: ULIP 40%: Protection 10%Monthly – 6. 15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an in-depth understanding of Channel needs 7. Identify training needs for the in-house and channel partner teams 8. Position gaps / Vacancy to be filled within a TAT of T+15 Days Relation Ship Management: Open Architecture 1. To Handle Bank customers requirements with the best services and products ranges 2. To be equipped with insurance and Bank Products knowledge To manage the relationship at all the levels to have the desire out-puts. Relationship Management with key management of verticals within the bank to improve penetration 1. Manage relationships at the highest level in the Vertical to ensure a continued beneficial relationship. 2. Drive the business by using the key influencers to help us put right enablers in place. 3. Identify innovative methods working with the Vertical to enhance Cuts ID Penetration & Book Size Penetration, within the Vertical to maximise business opportunities 4. Identify the new opportunities in the Vertical and execute the action plan to have incremental business. 5. Provide inputs to facilitate design of the product and defining of related processes Team Management 1. Ensure through continuous on the job training, skill enhancement of team 2. Mentor, supervise and coach the team. 3. Provide for on the job as well as classroom training for skill enhancement 4. Ensure periodic job rotation to give a higher exposure to the team members on all aspects. 5) Job Purpose of Direct Reports Regional/Area Sales Manager: Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation. Branch Manager : The role is responsible to manage Sales function of one distribution vertical in the Bancassurance channel partner HDFC Bank. The same includes planning and working on Sales strategies with the Channel Partner, extending sales support to the DBS Branch Managers, acting as one stop solution to the team and executing the plan as per objectives including manpower planning and sales numbers. 6) Relationships (If Applicable) Internal Frequency Nature HO- Operations Regular Advisory and suggestions and making HO – F&A Need Based them understand our business HO –HR Need Based requirements. Suggesting their help HO- Compliance & Legal Regular needed in action plan, feedback, MISs etc. HO – Product & Actuarial team Regular TPD Support, Underwriting, Almost daily to support Training, M&C action plan. External Frequency Nature Leadership team of Bank Weekly Review of Quarterly business Central Product Team/Management Team of verticals of Bank Daily Analysing and reviewing action plan and implement changes, taking and providing suggestions. Zonal heads of Daily Driving sales, feedback on Execution Plan, 6) Relationships (If Applicable) Business/Insurance of channel partner Other Banks Industry peers Occasional Occasional launches etc. Acquisition, market intelligence Acquisition, market intelligence
SPHSAM4503
Agency Branch Manager - Sambalpur
JOB DESCRIPTION Agency Branch Manager / Assistant Branch Manager Company: Aditya Birla Health Insurance Locations: Sambalpur, Odisha Role Overview We are looking for experienced Agency Branch Manager / Assistant Branch Manager professionals to drive business growth through the Agency channel. The role involves managing and developing an on-roll team, achieving branch business targets, strengthening the agency network, and ensuring effective sales and operational performance. Key Responsibilities Manage and lead the Agency sales team to achieve business, revenue and productivity targets. Drive business growth through the development and activation of the Agency channel. Recruit, train, coach and develop insurance sales professionals to build a productive on-roll team. Monitor individual and team performance against defined business targets and KPIs. Drive customer acquisition, policy issuance, renewals and overall business productivity. Develop and maintain strong relationships with agents, customers and key stakeholders. Conduct regular performance reviews, team meetings and field-level activities. Identify opportunities to expand the agency network and improve market penetration. Ensure adherence to company policies, processes, compliance and regulatory guidelines. Prepare and review sales MIS, business reports and performance dashboards. Candidate Profile Minimum 2–3 years of relevant Agency channel experience. Candidates with proven on-roll team handling experience will be preferred. Experience in the Health Insurance / Life Insurance / General Insurance sector preferred. Strong sales, business development and team management skills. Proven track record of achieving sales and team targets. Good communication, interpersonal and leadership skills. Strong local market knowledge and relationship-building capabilities
SPHPUN4502
Sales Manager (SM) - Lohiya
Job Title: Sales Manager – Home Loans Company: Aditya Birla Housing Finance Limited Industry: BFSI – Housing Finance Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHRAI4501
PCG-Group leader - Raipur
Key Deliverables P&L Management: Ensure effective maintenance and growth of the team’s Profit & Loss (P&L) while meeting financial objectives. New Client Acquisition: Responsible for hiring, training, and developing team members to drive consistent acquisition and business growth. Coordination with Cross-Functional Teams: Ensure smooth collaboration with Operations, Compliance, Product, Risk, and other internal departments to facilitate seamless client onboarding, service delivery, and timely resolution of issues. Compliance & Surveillance: Conduct regular checks to ensure adherence to compliance, regulatory guidelines, and internal surveillance requirements. Team Leadership: Perform daily team reviews, performance monitoring, and provide ongoing guidance to drive productivity. Client Meetings: Ensure a minimum of three client meetings per day to strengthen engagement and improve portfolio outcomes. Joint Calls: Conduct joint calls with Relationship Managers (RMs) and team members to support client servicing and conversions. Role Requirements Education: Postgraduate degree in Finance or related fields. Experience: 8+ years of experience into Banking and Wealth Product Sales Proven experience in Wealth Management, PCG (Private Client Group), Equity Advisory, or related financial domains. Strong understanding of equity markets, investment products, and advisory processes. Demonstrated expertise in HNI client management and portfolio handling. Ability to drive P&L, team performance, and revenue growth. Strong knowledge of compliance norms, risk controls, and regulatory standards. Excellent communication, leadership, and stakeholder management skills. Ability to manage daily reviews, client meetings, and collaborative calls efficiently.
SPHMUM4499
RELATIONSHIP HEAD/KAM (IDFC BANCA CHANNEL) - MUMBAI
Job Description 2 1) Job Purpose Engage with bank on identifying digital initiatives and implementation of the same. Work internally with teams for uptake of digital tools. Drive efficiency in the system through analytics and identify opportunities and white spaces 2) Dimensions What are the areas (in quantitative terms) the job has an impact on? Areas Dimension Remarks 1. Stakeholder & Escalation Management Product, Process, Digital, Issuances, Query Resolutions, Partner Management 2. Executing Business Strategy Sales Enablers, Initiatives, Brand Visibility, Product Mix, Product positioning 3. Enhancing Sales Productivity & Process Adoption FLS/FLM SP/Br Activisation, Incentive/Sales Progressions through analytics 3) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit? Key Challenges • Constant alignment with respective stakeholders/departments within ABHI. • Manage constant comparison with other insurers in terms of product, process and manpower productivities • Maintain the balance between ABHI process requirement and expectations of the Channel partners. 4) Principal Accountabilities Accountability Supporting Actions Business Development & Partner Management • Execute Account strategy for the relationship • Account ring fencing • Engage vertical and horizontally including the senior management and sales team of the Partners to drive ABHI business objectives • Continuously engage with Bank stakeholders to influence them on ABHI proposition, to explore alternatives to achieve business growth through analytics and digital adoption • Generate ideas and alternatives with respect to Job Description 3 processes, technology, products and new lines of categories to achieve set business objectives with the partner. • Gather and analyze inputs from data analytics, competition benchmarking, market intelligence, new products in the market, etc. to apply learnings for partner business • Engage with partners to achieve exclusivity, continuously explore ways to give better value and profitability Analytics for Prompt decision making • Branch wise, FLS wise, zone wise, internal FLS productivity, ATS, product penetration, persistency • Oversee data analysis to ensure sharper data cuts are used based on inferences, trend analysis, etc. Regularly managing and optimizing routine tasks & Driving new Initiatives • Overseeing daily operations through collaboration with sales heads, department leaders and channel partner • Improving adoption of current processes to optimize efficiency and productivity. • Influencing Bank on ABHI critical initiatives/ strategies to implement in the channel • Identifying core pain points and solving for optimal channel efficiency • Serving as a subject matter expert, handling inquiries, and developing action plans to address them, and assisting with the preparation and dissemination of communications to field sales staff Product, Process & Digital Execution • Undertake competition benchmarking on a regular basis across aspects such as products, processes and technology to continuously innovate, gather intelligence on disruptions in the market. • Drive technology and process integration with bank – on digital, bank systems, products, LI visibility, compliance etc • Evaluate and generate ideas for improvements related to APIs, technology, etc. • Identify opportunities to enhance and give customer delight through efficient and simple processes
SPHMUM4498
Lead Performance Management – Direct Sales
Drive business performance and operational excellence for the Direct Channel through robust performance management frameworks across fresh and renewal business, incentive design and governance, business analytics, profitability tracking, P&L management, Group to retail design and program implementation, recognition programs and competition benchmarking & insights. The role will support leadership decision-making by driving performance dashboards, business insights, competition benchmarking, and key business initiatives focused on growth, productivity, and channel profitability. 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) 7200 – please review this Unit Workforce Number (Max 254 Characters) 7200 – please review this Function Workforce Number (Max 254 Characters) 4000 – please review this Department Workforce Number (Max 254 Characters) 50 – please review this Other Quantitative and Important Parameters for the job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other parameter Management of Direct Channel performance metrics, incentive spends, productivity tracking, profitability monitoring, sales analytics, R&R governance, Group to Retail project management and competition benchmarking across multiple business lines and geographies 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) The Direct Channel operates in a highly competitive and rapidly evolving health insurance landscape where business growth, productivity, profitability, and customer acquisition efficiency remain key focus areas. The role requires balancing topline growth with sustainable profitability while ensuring performance governance across multiple sales teams and business segments. One of the key challenges is driving consistent performance visibility through accurate and timely dashboards, identifying productivity gaps, and enabling data-backed decision-making for leadership. The role also requires managing complex incentive structures aligned to business priorities while ensuring fairness, effectiveness, and financial prudence. Additionally, the role demands continuous analysis of market trends, channel productivity, customer behavior, and competitor practices to identify improvement opportunities and enhance business outcomes. Driving recognition and reward initiatives to improve employee engagement and sales motivation while maintaining alignment with organizational goals is another critical aspect of the role. The incumbent will work closely with Sales, Finance, HR, Operations, Product, Digital, Data Innovation, Persistency band Analytics teams to drive business reviews, performance interventions, and key business priorities for the Direct Channel. 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
SPHKOL4497
Regional Head- Pvt Wealth & Banks - Kolkata
Key Deliverables Strategic Sales & Business Growth • Own regional sales P&L for Banks & Private Wealth channels; achieve AUM, revenue and market share targets. • Develop and execute go-to-market strategies tailored to affluent/HNI/UHNI segments and bank partners. • Drive sales of Mutual Funds and Alternative Products through key distributors, bank branches & wealth partners. Channel & Relationship Management • Build and deepen strategic relationships with Bank Product Heads, RM heads, Private Wealth Advisors. • Act as the face of MOAMC in the region for all strategic channel engagements; participate in partner events, product forums, and client seminars. Team Leadership & Development • Lead, mentor and scale a team of Relationship Managers / Sales Heads. • Set clear KPIs, performance targets and champion a high-performance, compliant sales culture. • Drive regular training on product, regulatory, and sales excellence. Execution & Market Insights • Conduct periodic market analysis, competitor benchmarking, and feedback sharing with national leadership for strategy refinement. • Ensure MIS reporting and funnel management with disciplined sales process execution Role Requirements o Education: Graduate / Postgraduate in Finance, Commerce, or Business Administration. Professional o Experience: o 15+ years in retail distribution / sales leadership within AMCs, broking, or wealth management; proven track record of running zonal / regional sales. o Valid NISM 5A and 21A certification- mandatory o Deep understanding of Mutual Funds, AIFs, PMS and alternate products; distribution economics and regulatory landscape. o Strong track record in retail distribution, channel management, and business scaling. o Established network across MFDs, NDs, IFA channels and in-house MOFSL distribution teams. Skills & Competencies o Exceptional sales leadership, negotiation & stakeholder management skills. o Strong analytical mind-set with ability to leverage data for decision making. o Deep understanding of investment products: Mutual Funds, PMS, AIFs/Alts, and wealth solutions. o Excellent communication, presentation & client engagement capabilities. Why Join Us? • Opportunity to work with a leading, well-recognized AMC brand having wide distribution reach and a diversified product suite (Mutual Funds + Alternates). • High growth potential: You’ll play a critical role in scaling AUM and shaping the company’s distributor / IFA channel strategy, a visible, impactful role. • Leadership & autonomy: Lead a team, own channel strategy and execution; your efforts directly influence business outcomes.
SPHLUD4496
Cluster Manager - Ludhiana
Key Deliverables • Lead and drive retail sales across assigned clusters/regions for Mutual Funds and Alternates. • Manage and grow business through IFAs, National Distributors, MFDs, Regional Distributors, and Retail Partners. • Achieve sales targets through effective channel activation, product promotions, and relationship management. • Conduct regular partner engagement drives, training sessions, and investment product presentations. • Develop and execute cluster-level sales strategies and distribution expansion plans. • Strengthen relationships with key partners to improve penetration and increase wallet share. • Track sales performance, competitor activities, and market trends to identify new opportunities. • Work closely with Investments, Product, and Marketing teams to drive product visibility. • Lead, mentor, and manage a team of Relationship Managers / Sales Managers within the cluster. Role Requirements o Education: Graduate / Postgraduate in Finance, Commerce, or Business Administration. Professional o Experience: o 12+ ears of experience in Mutual fund/ AMC distribution or channel sales, preferably with exposure to both MF and alternate investment products (PMS / AIF / others) o Valid NISM 5A and 21A certification- mandatory o Skills & Competencies o Strong understanding of Mutual Funds, Alternates, and retail distribution ecosystem. o Ability to manage high-value relationships with Banks, Private Wealth desks, and key decision-makers. o Proven ability to manage and scale business in multi-city clusters. o Strong leadership experience in team handling and performance management. o Deep understanding of market cycles, investor behaviour, and product suitability frameworks. Why Join Us? • Opportunity to work with a leading, well-recognized AMC brand having wide distribution reach and a diversified product suite (Mutual Funds + Alternates). • High growth potential: You’ll play a critical role in scaling AUM and shaping the company’s distributor / IFA channel strategy, a visible, impactful role. • Leadership & autonomy: Lead a team, own channel strategy and execution; your efforts directly influence business outcomes.
SPHCHA4495
Product Specialist- Alternates (RM) - Chandigarh
Key Deliverables o Drive PMS and AIF sales by leveraging a multi-channel distribution network including MFDs, banks, NDs, and wealth counters. o Build strong relationships with key stakeholders and partners to generate sustained and scalable business. o Regularly conduct product presentations, training sessions, and knowledge-sharing workshops for channel partners to improve product penetration. o Act as a single point of contact for distributors and support them in pitching alternates to their HNI and UHNI clients. o Collaborate with internal product and marketing teams to ensure timely updates, collaterals, and support for alternate investment products. o Maintain comprehensive records of meetings, pipelines, closures, and partner engagement activity in CRM tools. o Stay updated with SEBI regulations, compliance norms, and competitor landscape in the PMS & AIF space. Role Requirements o Education: MBA/PGDM with specialisation in Finance & Marketing. o Experience: 3–8 years of experience in sales within the AMC industry. o Certificate: NISM XXIA & VA is must as per the regulatory requirement. Key Attributes o Self-motivated and results-driven. o Ability to work collaboratively with cross-functional teams. o Strong networking, Communication and negotiation skills. o Proven expertise in selling Alternate products i.e. PMS & AIF.
SPHLUC4494
Product Specialist- Alternates (RM) - Lucknow
Key Deliverables o Drive PMS and AIF sales by leveraging a multi-channel distribution network including MFDs, banks, NDs, and wealth counters. o Build strong relationships with key stakeholders and partners to generate sustained and scalable business. o Regularly conduct product presentations, training sessions, and knowledge-sharing workshops for channel partners to improve product penetration. o Act as a single point of contact for distributors and support them in pitching alternates to their HNI and UHNI clients. o Collaborate with internal product and marketing teams to ensure timely updates, collaterals, and support for alternate investment products. o Maintain comprehensive records of meetings, pipelines, closures, and partner engagement activity in CRM tools. o Stay updated with SEBI regulations, compliance norms, and competitor landscape in the PMS & AIF space. Role Requirements o Education: MBA/PGDM with specialisation in Finance & Marketing. o Experience: 3–8 years of experience in sales within the AMC industry. o Certificate: NISM XXIA & VA is must as per the regulatory requirement. Key Attributes o Self-motivated and results-driven. o Ability to work collaboratively with cross-functional teams. o Strong networking, Communication and negotiation skills. o Proven expertise in selling Alternate products i.e. PMS & AIF.
SPHKOL4493
Product Specialist- Alternates (RM) - Kolkata
Key Deliverables o Drive PMS and AIF sales by leveraging a multi-channel distribution network including MFDs, banks, NDs, and wealth counters. o Build strong relationships with key stakeholders and partners to generate sustained and scalable business. o Regularly conduct product presentations, training sessions, and knowledge-sharing workshops for channel partners to improve product penetration. o Act as a single point of contact for distributors and support them in pitching alternates to their HNI and UHNI clients. o Collaborate with internal product and marketing teams to ensure timely updates, collaterals, and support for alternate investment products. o Maintain comprehensive records of meetings, pipelines, closures, and partner engagement activity in CRM tools. o Stay updated with SEBI regulations, compliance norms, and competitor landscape in the PMS & AIF space. Role Requirements o Education: MBA/PGDM with specialisation in Finance & Marketing. o Experience: 3–8 years of experience in sales within the AMC industry. o Certificate: NISM XXIA & VA is must as per the regulatory requirement. Key Attributes o Self-motivated and results-driven. o Ability to work collaboratively with cross-functional teams. o Strong networking, Communication and negotiation skills. o Proven expertise in selling Alternate products i.e. PMS & AIF.
SPHMUM4492
Circle Relationship Head (CRH) - Mumbai
Key Responsibilities • Drive business performance and revenue growth across the assigned circle. • Lead, coach, and manage a team of Cluster Managers. • Build and strengthen relationships with key channel stakeholders. • Drive sales activation, productivity, and business penetration across the geography. • Monitor business quality, persistency, compliance, and customer experience standards. • Plan manpower deployment and support hiring for critical positions. • Review business performance periodically and implement corrective actions where required. • Coordinate with cross-functional teams to ensure smooth execution of business initiatives. Candidate Profile • Minimum 8-12 years of experience in Life Insurance/Bancassurance sales. • Proven experience in handling teams and driving business through channel partners. • Strong stakeholder management and relationship-building skills. • Good understanding of insurance products, sales management, and business planning. • Exposure to managing multiple locations/regions will be preferred. • Candidates currently in leadership roles managing a team of managers will be preferred
SPHAHM4491
Deputy Area Sales Manager - Ahmedabad
Key Responsibilities Accountabilities Supporting Actions KRA1 Ensure achievement of Targets (Premium & NAAC) in order to contribute in overall growth of the company 1. Continuous interaction with the Sales managers. 2. Regular reviews to monitor productivity levels. 3. Ensuring awareness and participation in all the R&R activities run by the organisation. 4. Converting the key prospects into customers. KRA2 Ensure smooth function of the sales and other processes in order to maximise business potential. 1. Communicating any process change or change in any rules and regulations by the help of different training module. 2. Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling KRA3 Maintain the expense gap in order to reduce the cost 1. Understanding the need of the expense 2. Taking commitment from the channel before any spending or allocation of the budget 3. Maintain a SM wise expanse tracker KRA4 Ensure relevant people in the right place right time in order to maximise the productivity 1. Understanding the strength of the resource and depending on that allocating job responsibility 2. Evaluating the opportunity of each business unit and allocating targets as per that 3. Recruit, develop and train team members to maximize productivity KRA5 Ensure the right method of business acquisition in order get the profitable mix for the organisation 1. Scrutinise the business on regular basis 2. Interacting with the customers through welcome calls KRA6 Ensure Persistency targets as per the company norms so that renewals take place on time 1. Communicate with customers and 2. Resolve queries as and when required to ensure that renewal takes place on time KRA7 Supporting activities for Lead generation 1. As a support mechanism to the leads which are generated centrally, there should be activities planned including newer ways of generating lead prospects KRA8 Team Management 1. Mentor, supervise and coach the team. 2. Provide for on the job as well as classroom training for skill enhancement
SPHAHM4490
Regional Manager - Ahmedabad
Key Responsibilities • Manage and drive annuity business across the assigned region to achieve business objectives. • Develop and strengthen relationships with institutional partners and key stakeholders. • Drive partner productivity and business activation through regular engagement, reviews, and business planning. • Identify opportunities to increase annuity penetration and generate incremental business through existing and new partners. • Work closely with internal teams and external partners to ensure smooth execution of business initiatives. • Conduct regular partner performance reviews, track business metrics, and identify areas for improvement. • Build strong relationships with senior stakeholders and decision-makers across partner organizations. • Support regional business strategy and ensure effective implementation of business plans. • Monitor market developments, competitor activity, and emerging opportunities within the annuity segment. • Ensure adherence to organizational processes, compliance requirements, and business quality standards. Key Requirements • Experience in Annuity / Institutional Business / Retirement Solutions / Life Insurance preferred. • Strong understanding of annuity products and institutional distribution would be an advantage. • Proven experience in partner management, business development, or relationship management. • Strong stakeholder management and relationship-building skills. • Ability to drive partner productivity, business growth, and revenue outcomes. • Strong communication, negotiation, presentation, and analytical skills. • Ability to work effectively with senior internal and external stakeholders. • Candidates with relevant experience in Life Insurance, Annuity, Pension, Institutional Sales, or Retirement Solutions will be preferred. Key Skills Annuity Business | Institutional Business | Partner Management | Partner Productivity | Stakeholder Management | Business Development | Relationship Management | Life Insurance | Retirement Solutions | Institutional Sales
SPHPUN4489
Relationship Manager - (Retail Channel) - Pune ND
Key Deliverables o Achieve gross and net sales targets across MF, PMS, and AIF categories. o Drive market share growth within the assigned territory. o Activate and engage dream buyers / high-potential IFAs & NDs to maximise business contribution. o Strengthen relationships with active and high-volume partners to ensure consistent AUM flow. o Conduct regular meetings to provide product insights, resolve queries, and support business conversions. o Ensure consistent activation of dormant/low-engaged partners to improve productivity. o Execute distributor training, joint calls, and investor meetings to support business growth. o Track competitor strategies, market updates, and share insights with management. o Maintain accurate data on sales activities, funnel updates, and channel performance. o Ensure adherence to regulatory norms and internal compliance standards. Role Requirements o Education: MBA/PGDM with specialisation in Finance & Marketing. o Experience: 5–8 years of experience in sales within the AMC industry. o Certificate: NISM XXIA & VA is must as per the regulatory requirement. Key Attributes o Self-motivated and results-driven. o Ability to work collaboratively with cross-functional teams. o Strong networking, Communication and negotiation skills.
SPHMUM4488
Relationship Manager - (Retail Channel) - Mumbai IFA
Key Deliverables o Achieve gross and net sales targets across MF, PMS, and AIF categories. o Drive market share growth within the assigned territory. o Activate and engage dream buyers / high-potential IFAs & NDs to maximise business contribution. o Strengthen relationships with active and high-volume partners to ensure consistent AUM flow. o Conduct regular meetings to provide product insights, resolve queries, and support business conversions. o Ensure consistent activation of dormant/low-engaged partners to improve productivity. o Execute distributor training, joint calls, and investor meetings to support business growth. o Track competitor strategies, market updates, and share insights with management. o Maintain accurate data on sales activities, funnel updates, and channel performance. o Ensure adherence to regulatory norms and internal compliance standards. Role Requirements o Education: MBA/PGDM with specialisation in Finance & Marketing. o Experience: 5–8 years of experience in sales within the AMC industry. o Certificate: NISM XXIA & VA is must as per the regulatory requirement. Key Attributes o Self-motivated and results-driven. o Ability to work collaboratively with cross-functional teams. o Strong networking, Communication and negotiation skills.
SPHBAN4487
Regional Training Manager - Bangalore
Aditya Birla Sun Life Insurance – Regional Training Manager Experience: 5+ years Location: Bangalore Responsible for conducting training programs across Bangalore and willing to travel extensively for training requirements. Strong knowledge of life insurance products, including participating and non-participating plans, taxation, and IC38 guidelines. Experience in handling Partner and Agency channels, sales training, product training, and capability development. Strong communication and presentation skills. Must be proficient in Kannada and English..................................................
SPHMUM4486
Senior Software Engineer - GoLang - Mumbai
Senior Software Engineer — Go (Trading Systems) Location: Mumbai (on-site) · Type: Full-time · Experience: 4+ years · Team: Trading Platform Engineering About the role You will work on the backend of a retail trading platform carrying live order flow to NSE, BSE and MCX. The work spans order management, pre-trade risk, exchange connectivity and real-time market-data distribution — systems where correctness is non-negotiable, load peaks are unforgiving, and latency is measured in microseconds. You will own services in that path end to end. Our stack: Go (primary), C#, PostgreSQL, MSSQL, Kafka, Redis, Aerospike, and in-house binary/TCP protocols. Responsibilities • Design, build and own Go services in the trading path — from design doc to production and on-call. • Write concurrent code that is correct under load: goroutines, channels, select, and Go’s synchronisation primitives, used deliberately rather than by habit. • Profile and optimise: pprof, benchmarks, escape analysis, allocation and GC pressure, lock contention. • Build and consume TCP/binary and REST/WebSocket interfaces; handle partial reads, backpressure and reconnection properly. • Write unit and integration tests; treat production incidents in your service as your problem to fix and prevent. • Mentor junior engineers and raise the bar in design and code review. • Work with QA, DevOps and Business teams through release cycles in a SEBI-regulated environment — auditability, change control, no shortcuts. Must-have • 4+ years building production backend systems, with substantial recent Go. • Deep grasp of concurrency: race conditions, deadlocks, memory visibility — and how to test for them. • Capital markets domain: equity and F&O workflows, order types, margins, and how an OMS behaves. • Hands-on with exchange connectivity or real-time market data in an Indian broking or trading environment. • Strong SQL (PostgreSQL or SQL Server) and query performance tuning. • Networking fundamentals: TCP vs UDP, sockets, timeouts, keepalives, framing. • Complexity analysis applied to real design decisions. • Git. Good to have • Distributed systems at scale: Kafka, Redis, Aerospike, or similar. • Protocol buffers or other binary serialisation. • Low-latency tuning experience — kernel, NIC, or GC-level. • Effective use of AI coding assistants within enterprise data-handling norms. Why this team • Real ownership: you own a service end to end, not a ticket queue.
SPHPUN4485
L&D corporate - Pune
Key Responsibilities: 1. Learning Strategy & Execution Support the development and execution of the annual L&D strategy in alignment with organizational goals. Conduct regular Training Needs Analysis (TNA) in collaboration with business stakeholders. Drive digital and blended learning initiatives through platforms like LMS, e-learning modules, etc. 2. Program Design & Delivery Design and roll out functional, behavioral, and leadership training programs. Collaborate with internal and external trainers, content providers, and institutes to curate impactful programs. Deliver in-house training sessions where applicable (e.g., soft skills, compliance, induction). 3. Capability Development Lead initiatives focused on upskilling and reskilling employees across functions. Monitor effectiveness of learning interventions through feedback, assessments, and performance metrics. 4. Stakeholder Management Partner with business leaders, HRBPs, and department heads to understand training requirements. Work closely with external training vendors and agencies to ensure quality delivery. 5. Reporting & Compliance Maintain training dashboards, reports, and analytics for internal reviews and audits. Ensure compliance with IRDAI training mandates and maintain records as per regulatory norms. Key Requirements: Education & Experience: MBA/PGDM in HR or equivalent from a reputed institute. 5–8 years of experience in Learning & Development, preferably within BFSI or insurance industry. Skills & Competencies: Strong understanding of L&D frameworks, instructional design, and adult learning principles. Proficiency in managing LMS and digital learning tools. Excellent communication, facilitation, and stakeholder management skills. Ability to work independently and lead cross-functional learning projects.
SPHPUN4484
Manager- HRBP - Pune
Job Title: Manager / Senior Manager – HR Business Partner (Technology & Product) Location: Pune Experience: 10 – 14 Years Industry Preference: InsurTech, BFSI (Digital/GCC Units), Product Engineering, or Tech-heavy IT Services About the Role Bajaj Allianz Life is undergoing rapid digital transformation, and our Technology & Product teams are at the heart of this innovation. We are seeking a strategic, data-driven HR Business Partner to serve as the primary people-strategy advisor to our CTO, CPO, and Engineering leadership. You will not just manage HR processes; you will design tech career frameworks, drive data-backed retention, and modernize HR operations to build a world-class engineering culture. Key Responsibilities ● Strategic Tech Partnering: Act as a trusted advisor to senior technology leadership (VP/Director/CTO level), aligning workforce planning, talent density, and organizational design with business objectives. ● Org Design & Role Architecture: Design, refine, and implement career progression frameworks and competency matrices for technical individual contributors (SDE to Principal/Architect) and engineering managers. ● Data-Driven Retention: Utilize people analytics to identify attrition risks in critical tech roles and implement targeted, proactive interventions (compensation benchmarking, internal mobility, upskilling) to reduce regretted attrition. ● HR Innovation & Efficiency: Champion the adoption of modern HR tech, AI-enabled workflows, and standardized technical assessments to reduce hiring friction, interview fatigue, and manual HR effort. ● Agile Culture & Change Management: Drive employee engagement, agile ways of working, and change management initiatives to support the rapid scaling of our digital and InsurTech teams. What We’re Looking For ● Experience: 10+ years of progressive HR experience, with at least 5+ years exclusively partnering with Technology, Product, or Engineering teams (GCC, Product Engineering, or Digital BFSI experience highly preferred). ● Strategic Depth: Proven track record of building or restructuring Org Design, role architecture, or skill-matrix frameworks from scratch (not just executing existing processes). ● Analytical Mindset: Strong proficiency in People Analytics, attrition modeling, and modern HR dashboards. Familiarity with AI tools in HR is a strong plus. ● Education: MBA / PGDM in Human Resources is mandatory. (Note: An undergraduate degree in Engineering/Technology is a significant advantage). ● Stakeholder Gravitas: Exceptional communication skills with a proven ability to challenge, advise, and influence senior business and technology leaders.
SPHMUM4483
Senior. Analyst- AMC Analytics - Mumbai
Job Description — Analyst / Senior Analyst – AMC Analytics & Machine Learning Role Summary Drive development and deployment of analytics and machine learning models to solve business problems across customer acquisition, cross-sell, retention, and win-back initiatives within the AMC/business ecosystem. Collaborate with cross-functional stakeholders to deliver data-driven solutions by leveraging large datasets, advanced analytics, and business intelligence tools to enhance customer experience, operational efficiency, and business outcomes. Key Responsibilities Analyze business performance including AUM growth, SIP trends, redemption patterns, distributor performance, and customer behavior. Develop, validate, and deploy machine learning/statistical models for acquisition, propensity modeling, cross-sell, retention, churn prediction, and campaign optimization. Prepare daily, weekly, and monthly MIS reports, dashboards, and business insights. Work with structured and unstructured datasets from multiple internal and external data sources. Generate actionable insights for sales, marketing, Risk, investment, CRM, and product teams. Perform customer segmentation, cohort analysis, and campaign performance tracking. Monitor model performance and continuously improve prediction accuracy and business impact. Collaborate with Data Engineering and IT teams to ensure scalable data pipelines and deployment readiness. Support automation initiatives and improve reporting/process efficiency. Present analytical findings and recommendations to leadership and business stakeholders. Ensure data quality, governance, compliance, and reporting accuracy. Required Skills Strong analytical and problem-solving capabilities Hands-on experience with SQL and Advanced Excel Experience in Python/R for analytics and machine learning Knowledge of Power BI/Tableau for dashboarding and visualization Understanding of ML techniques such as regression, classification, clustering, and predictive modeling Knowledge of customer analytics, campaign analytics, and business KPIs Good communication and stakeholder management skills Ability to translate complex analytics into business recommendations Preferred Qualifications Bachelor’s degree in Engineering, Statistics, Mathematics, Economics, Finance, Computer Science, or related field MBA/PGDM preferred 2–5 years of experience in Analytics, Data Science, BFSI, AMC, or Marketing Analytics Experience in Asset Management, Mutual Funds, Banking, NBFC, or Financial Services preferred NISM certification is an added advantage Key Tools & Technologies SQL Python / R /PySpark MS Excel Power BI / Tableau Machine Learning Libraries (Scikit-learn, XGBoost, etc.) Cloud/Data platforms like Databricks is preferred Role KPIs Model performance uplift (AUC, accuracy, precision/recall improvement vs baseline) Incremental revenue from cross-sell/upsell campaigns Lead conversion and campaign ROI improvement Customer retention and engagement enhancement Timely delivery of models, reports, and insights Adoption and impact of analytics outputs by business teams Accuracy and automation of dashboards/reporting Role Challenges Managing large, fragmented, and evolving datasets across multiple systems Ensuring data quality, governance, and integration consistency Balancing business expectations with analytical/model limitations Keeping pace with evolving ML/AI technologies and analytical tools Translating complex analytical findings into actionable business decisions Stakeholder Management Internal Stakeholders Head – Marketing & Channel Analytics (strategy alignment and prioritization) Business Teams (Retail Sales, Digital Sales, Product Teams, Operations, Alternate Assets) IT. Operations & Data Engineering teams for infrastructure and deployment Marketing, Sales & Call center teams for campaign execution and tracking Finance and Operations teams for reporting support Investment and Risk teams for reporting and strategy enhancement External Stakeholders Data vendors, credit bureaus, and aggregators for enrichment and validation Technology/platform partners for integration and analytics support Nice-to-Have Knowledge of SIP, NAV, AUM, equity/debt mutual fund products Experience with customer lifecycle analytics Exposure to campaign management platforms and CRM analytics Understanding of BFSI regulations and data governance practices
SPHMUM4482
Analyst- AMC Analytics - Mumbai
Job Description — Analyst / Senior Analyst – AMC Analytics & Machine Learning Role Summary Drive development and deployment of analytics and machine learning models to solve business problems across customer acquisition, cross-sell, retention, and win-back initiatives within the AMC/business ecosystem. Collaborate with cross-functional stakeholders to deliver data-driven solutions by leveraging large datasets, advanced analytics, and business intelligence tools to enhance customer experience, operational efficiency, and business outcomes. Key Responsibilities Analyze business performance including AUM growth, SIP trends, redemption patterns, distributor performance, and customer behavior. Develop, validate, and deploy machine learning/statistical models for acquisition, propensity modeling, cross-sell, retention, churn prediction, and campaign optimization. Prepare daily, weekly, and monthly MIS reports, dashboards, and business insights. Work with structured and unstructured datasets from multiple internal and external data sources. Generate actionable insights for sales, marketing, Risk, investment, CRM, and product teams. Perform customer segmentation, cohort analysis, and campaign performance tracking. Monitor model performance and continuously improve prediction accuracy and business impact. Collaborate with Data Engineering and IT teams to ensure scalable data pipelines and deployment readiness. Support automation initiatives and improve reporting/process efficiency. Present analytical findings and recommendations to leadership and business stakeholders. Ensure data quality, governance, compliance, and reporting accuracy. Required Skills Strong analytical and problem-solving capabilities Hands-on experience with SQL and Advanced Excel Experience in Python/R for analytics and machine learning Knowledge of Power BI/Tableau for dashboarding and visualization Understanding of ML techniques such as regression, classification, clustering, and predictive modeling Knowledge of customer analytics, campaign analytics, and business KPIs Good communication and stakeholder management skills Ability to translate complex analytics into business recommendations Preferred Qualifications Bachelor’s degree in Engineering, Statistics, Mathematics, Economics, Finance, Computer Science, or related field MBA/PGDM preferred 2–5 years of experience in Analytics, Data Science, BFSI, AMC, or Marketing Analytics Experience in Asset Management, Mutual Funds, Banking, NBFC, or Financial Services preferred NISM certification is an added advantage Key Tools & Technologies SQL Python / R /PySpark MS Excel Power BI / Tableau Machine Learning Libraries (Scikit-learn, XGBoost, etc.) Cloud/Data platforms like Databricks is preferred Role KPIs Model performance uplift (AUC, accuracy, precision/recall improvement vs baseline) Incremental revenue from cross-sell/upsell campaigns Lead conversion and campaign ROI improvement Customer retention and engagement enhancement Timely delivery of models, reports, and insights Adoption and impact of analytics outputs by business teams Accuracy and automation of dashboards/reporting Role Challenges Managing large, fragmented, and evolving datasets across multiple systems Ensuring data quality, governance, and integration consistency Balancing business expectations with analytical/model limitations Keeping pace with evolving ML/AI technologies and analytical tools Translating complex analytical findings into actionable business decisions Stakeholder Management Internal Stakeholders Head – Marketing & Channel Analytics (strategy alignment and prioritization) Business Teams (Retail Sales, Digital Sales, Product Teams, Operations, Alternate Assets) IT. Operations & Data Engineering teams for infrastructure and deployment Marketing, Sales & Call center teams for campaign execution and tracking Finance and Operations teams for reporting support Investment and Risk teams for reporting and strategy enhancement External Stakeholders Data vendors, credit bureaus, and aggregators for enrichment and validation Technology/platform partners for integration and analytics support Nice-to-Have Knowledge of SIP, NAV, AUM, equity/debt mutual fund products Experience with customer lifecycle analytics Exposure to campaign management platforms and CRM analytics Understanding of BFSI regulations and data governance practices
SPHPUN4481
Sales Manager Direct - Pune
Key Responsibilities Manage, lead and motivate the Direct Sales team to achieve HL/LAP business targets. Managing and leading a sales team. Working extensively on digital platforms. Drive business through digital sourcing platforms and online lead-generation channels. Monitor and track digital leads from generation to conversion. Ensure timely follow-up and effective conversion of digital leads into disbursals. Develop strategies to improve lead quality, conversion ratio and sales productivity. Track individual and team performance against defined sales KPIs and targets. Analyse lead funnel, conversion trends and campaign performance to identify improvement areas. Coordinate with credit, operations and other internal teams to ensure smooth processing and timely closure of cases. Ensure adherence to company policies, processes and compliance requirements. Prepare regular sales, lead and conversion MIS for management review. Train and coach team members on digital sourcing, customer engagement and sales conversion techniques.
SPHTHA4480
Claims Processing - Thane
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
SPHTHA4479
Case Management (PN)- Thane
1) Job Purpose: Write the purpose for which the job exists (in 2-3 lines) The role will be responsible for network data management, system preparedness, tripartite agreement management, preparing various daily, monthly & quarterly MIS, cost & tariff analysis. The role will be responsible for assisting the zonal contracting team to manage the renewal & tariff negotiation with hospital based providers, management of agreement & on boarding the providers while ensuring compliance as per regulator directives. 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) On Roll – 6000+ Offroll/ Part time – 4000+ Unit Workforce Number (Max 254 Characters) On Roll – 6000 Offroll/ Part time – 4000+ Function Workforce Number (Max 254 Characters) On Roll – 800 Offroll/ Part time - 279 Department Workforce Number (Max 254 Characters) On Roll – 16 Offroll/ Part time - 4 Other Quantitative and Important Parameters for the job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other parameter 3) Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section 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.
SPHGUW4478
Area Manager - Guwahati
JOB SPECIFICATIONS REQUIRED: 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
SPHBIL4477
Branch Manager - Bilaspur
Company-Aditya Birla AMC Branch Manager – Bilaspur Experience: Minimum 5 years Channel: B2B – MFD, Bank & National Distributors Preferred Background: Mutual Fund/AMC, Securities, Wealth Management, Banking or Insurance Key Responsibilities: Lead branch business development across B2B distribution channels. Manage and expand relationships with MFDs, banks and distributors. Drive AUM, revenue and overall branch targets. Lead and guide the team towards business objectives. Develop new distribution opportunities and strengthen market presence. Key Responsibilities: Lead branch business development across B2B distribution channels. Manage and expand relationships with MFDs, banks and distributors. Drive AUM, revenue and overall branch targets. Lead and guide the team towards business objectives. Develop new distribution opportunities and strengthen market presence
SPHPAT4476
Relationship Manager - Patna
Company-Aditya Birla AMC Relationship Manager – Patna Experience: Minimum 5 years Channel: B2B – MFD, Bank & National Distributors Preferred Background: Mutual Fund/AMC, Securities, Wealth Management, Banking or Insurance Key Responsibilities: Lead branch business development across B2B distribution channels. Manage and expand relationships with MFDs, banks and distributors. Drive AUM, revenue and overall branch targets. Lead and guide the team towards business objectives. Develop new distribution opportunities and strengthen market presence. Key Responsibilities: Lead branch business development across B2B distribution channels. Manage and expand relationships with MFDs, banks and distributors. Drive AUM, revenue and overall branch targets. Lead and guide the team towards business objectives. Develop new distribution opportunities and strengthen market presence
SPHDEL4475
Assistant Manager/ Marketing Executive - Delhi
About Savills: Savills plc is a global real estate services provider listed on the London Stock Exchange. We have an international network of more than 700 offices and associates throughout the Americas, the UK, continental Europe, Asia Pacific, Africa and the Middle East, offering a broad range of specialist advisory, management and transactional services to clients all over the world. Our people combine entrepreneurial spirit and a deep understanding of specialist property sectors with the highest standards of client care. Scope: We are seeking a highly skilled and experienced Assistant Manager – Regional Marketing to join our team. The ideal candidate will be responsible for managing and executing regional marketing initiatives across 14 APAC markets, including the rollout and adoption of global Savills brand initiatives, marketing projects, trainings, and digital programmes. This role will involve coordinating with country teams and cross-functional stakeholders, managing regional martech platforms and vendors, overseeing marketing operations and reporting, and supporting the planning and execution of B2C residential services campaigns. The role will also provide extended regional support to the APAC Digital Marketing Lead, ensuring effective project delivery, stakeholder alignment, resource coordination, and consistent execution of marketing initiatives across the region. Responsibilities • Project Manage and execute country roll-out of global Savills brand initiatives, drive training and adoption across the 14 APAC markets. • Marketing Operations- manage and coordinate marketing projects across different marketing functions, create reports of country projects, regional support and resource allocation for management review. • Coordinate and organise marketing trainings. • Coordinate and manage regional martech platforms and support countries where needed. • Plan and execute residential services (B2C) campaigns for local markets/ region on a need basis. • Support APAC Digital Marketing lead in executing digital initiatives. Act as extended support for 14 countries in the region. Job Requirements Skills and Competencies: • Excellent communication skills • Stakeholder management • Vendor management • Marketing reviews and reporting • Regional/ country coordination • Project Management • Regional marketing campaigns- B2C- Residential Services • Understanding and experience of SFMC, Sprinkler and other marketing analytics tools. Preferred Qualifications: Education: Master’s/Bachelor's Degree in Marketing. Experience: 5 - 8 years of experience in a similar role. Preferred experience with Salesforce Marketing Cloud (SFMC) and/or Sprinklr. Equal Employment Opportunity: Savills is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
SPHMUM4474
Manager / Senior Manager – Valuation
Key Responsibilities • Independently execute and manage valuation assignments on an end-to-end basis. • Undertake valuation studies and demonstrate strong understanding of relevant valuation methodologies and industry practices. • Manage team and monitor team’s work on day-to-day execution of assignments. • Review analyses, reports, financial models and deliverables to ensure quality and timely completion. • Act as a key point of contact for clients, address client queries, and maintain strong client relationships. • Coordinate with internal stakeholders and support smooth project delivery across multiple assignments. • Take ownership of critical departmental responsibilities to ensure high-quality client servicing and operational efficiency. • Support business development initiatives and client presentations as required.
SPHPAT4473
AREA MANAGER - PATNA
JOB SPECIFICATIONS REQUIRED: 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
SPHMUM4472
SALES MANAGER - BORIVALLI
Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales target • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 2-5 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Target-driven & result-oriented approach
SPHPUN4471
CREDIT MANAGER - KONDHWA
Key Responsibilities • Assess and underwrite Affordable Housing Loan, Loan Against Property, and Mortgage Loan applications. • Analyse customer income, banking transactions, financial documents, and repayment capacity. • Evaluate salaried and self-employed customer profiles. • Review credit bureau reports, legal reports, technical valuation reports, and property-related documents. • Ensure compliance with internal credit policies and regulatory guidelines. • Approve loan proposals within delegated authority limits and recommend higher-value cases for approval. • Maintain portfolio quality through prudent credit evaluation and risk assessment. • Coordinate with sales, operations, legal, and technical teams for seamless loan processing. • Ensure adherence to defined turnaround times for credit decisions. • Support business growth while maintaining healthy risk parameters. Eligibility Criteria Education • Graduate in any discipline. • MBA (Master of Business Administration), CA (Chartered Accountant), or other relevant finance qualifications preferred. Experience Hands-on experience in: • Experience in credit underwriting within Housing Finance Companies (HFCs), Banks, or Non-Banking Financial Companies (NBFCs). • Affordable Housing Loans • Loan Against Property (LAP) • Mortgage Lending • Underwriting both salaried and self-employed customer segments. Required Skills • Credit appraisal and underwriting • Financial statement analysis • Banking and cash-flow assessment • Credit bureau analysis (CIBIL and other bureaus) • Property valuation and legal assessment • Risk evaluation and decision-making • Portfolio quality management • Stakeholder management and coordination Authority & Volume Handling • Credit approval authority up to ₹50 Lakhs • Recommendation authority up to ₹2 Crores • Ability to manage approximately 30 login files per month Service Level Expectations • Same-day credit decision for salaried cases. • Decision within one working day (T+1) for self-employed cases.
SPHCAK4470
CREDIT MANAGER - CHAKAN
Key Responsibilities • Assess and underwrite Affordable Housing Loan, Loan Against Property, and Mortgage Loan applications. • Analyse customer income, banking transactions, financial documents, and repayment capacity. • Evaluate salaried and self-employed customer profiles. • Review credit bureau reports, legal reports, technical valuation reports, and property-related documents. • Ensure compliance with internal credit policies and regulatory guidelines. • Approve loan proposals within delegated authority limits and recommend higher-value cases for approval. • Maintain portfolio quality through prudent credit evaluation and risk assessment. • Coordinate with sales, operations, legal, and technical teams for seamless loan processing. • Ensure adherence to defined turnaround times for credit decisions. • Support business growth while maintaining healthy risk parameters. Eligibility Criteria Education • Graduate in any discipline. • MBA (Master of Business Administration), CA (Chartered Accountant), or other relevant finance qualifications preferred. Experience Hands-on experience in: • Experience in credit underwriting within Housing Finance Companies (HFCs), Banks, or Non-Banking Financial Companies (NBFCs). • Affordable Housing Loans • Loan Against Property (LAP) • Mortgage Lending • Underwriting both salaried and self-employed customer segments. Required Skills • Credit appraisal and underwriting • Financial statement analysis • Banking and cash-flow assessment • Credit bureau analysis (CIBIL and other bureaus) • Property valuation and legal assessment • Risk evaluation and decision-making • Portfolio quality management • Stakeholder management and coordination Authority & Volume Handling • Credit approval authority up to ₹50 Lakhs • Recommendation authority up to ₹2 Crores • Ability to manage approximately 30 login files per month Service Level Expectations • Same-day credit decision for salaried cases. • Decision within one working day (T+1) for self-employed cases.
SPHMUM4469
CREDIT MANAGER - GOREGAON
Key Responsibilities • Assess and underwrite Affordable Housing Loan, Loan Against Property, and Mortgage Loan applications. • Analyse customer income, banking transactions, financial documents, and repayment capacity. • Evaluate salaried and self-employed customer profiles. • Review credit bureau reports, legal reports, technical valuation reports, and property-related documents. • Ensure compliance with internal credit policies and regulatory guidelines. • Approve loan proposals within delegated authority limits and recommend higher-value cases for approval. • Maintain portfolio quality through prudent credit evaluation and risk assessment. • Coordinate with sales, operations, legal, and technical teams for seamless loan processing. • Ensure adherence to defined turnaround times for credit decisions. • Support business growth while maintaining healthy risk parameters. Eligibility Criteria Education • Graduate in any discipline. • MBA (Master of Business Administration), CA (Chartered Accountant), or other relevant finance qualifications preferred. Experience Hands-on experience in: • Experience in credit underwriting within Housing Finance Companies (HFCs), Banks, or Non-Banking Financial Companies (NBFCs). • Affordable Housing Loans • Loan Against Property (LAP) • Mortgage Lending • Underwriting both salaried and self-employed customer segments. Required Skills • Credit appraisal and underwriting • Financial statement analysis • Banking and cash-flow assessment • Credit bureau analysis (CIBIL and other bureaus) • Property valuation and legal assessment • Risk evaluation and decision-making • Portfolio quality management • Stakeholder management and coordination Authority & Volume Handling • Credit approval authority up to ₹50 Lakhs • Recommendation authority up to ₹2 Crores • Ability to manage approximately 30 login files per month Service Level Expectations • Same-day credit decision for salaried cases. • Decision within one working day (T+1) for self-employed cases.
SPHMUM4468
EHS Officer - Mumbai
job description is as follows: Experience in RCC base-build structures from concept to completion. Ability to manage and coordinate civil and other services contractors effectively. Coordinate with architects, MEP consultants, liaison agencies, and other stakeholders. Strong knowledge of construction safety, EHS, and quality standards, with the ability to ensure quality execution. Should have sound knowledge of construction industry SOPs. Quality Management: Good understanding of construction quality standards and quality control processes, ensuring that all works are executed as per approved specifications, drawings, and required quality standards. SOP Knowledge: Sound knowledge of Standard Operating Procedures (SOPs) and best practices in the construction industry, with the ability to implement and monitor them effectively
SPHMUM4467
Billing Engineer - Mumbai
Key Responsibilities • Client & Subcontractor Invoicing: Prepare, review, and certify Running Account (RA) bills, final bills, and payment certificates in accordance with contract terms and agreed Bill of Quantities (BOQ). • Site Measurements & Verifications: Cross-verify joint measurement sheets (JMS) against physical site execution and engineering drawings before processing invoices. • BOQ & Quantity Take-Off: Extract accurate quantities for civil, structural, PEB, or MEP works directly from architectural and structural GFC drawings. • Variations & Extra Claims: Identify out-of-scope tasks, prepare extra item claims, and compile rate analyses with supporting documentation for client approval. • Reconciliation: Conduct monthly reconciliations of critical materials (e.g., structural steel, rebar, cement) against theoretical vs. actual consumption, tracking wastage and recovery. • Contract Administration: Monitor contract clauses related to price escalation, retention money, statutory deductions (TDS, GST, labor cess), and milestone-linked deliverables. • Cost Reporting: Generate weekly/monthly cost-to-complete statements, cash flow forecasts, and subcontractor liabilities for management review. Required Qualifications & Skills • Education: B.Tech / B.E. / Diploma in Civil, Mechanical, or Electrical Engineering. • Experience: 4–8 years in billing and quantity surveying, with at least 3 years dedicated to industrial construction or EPC sites. • Software Proficiency: Advanced MS Excel, AutoCAD, and ERP software (SAP, Candy, or MS Project). • Technical Knowledge: Working familiarity with standard measurement codes (e.g., IS 1200), CPWD/FIDIC contract norms, and statutory billing rules. • Core Competencies: Strong analytical mindset, sharp negotiation skills, and clear coordination across site execution and procurement teams.
SPHMUM4466
MEP Manager - Mumbai
job description is as follows: Experience in RCC base-build structures from concept to completion. Ability to manage and coordinate civil and other services contractors effectively. Coordinate with architects, MEP consultants, liaison agencies, and other stakeholders. Strong knowledge of construction safety, EHS, and quality standards, with the ability to ensure quality execution. Should have sound knowledge of construction industry SOPs. Quality Management: Good understanding of construction quality standards and quality control processes, ensuring that all works are executed as per approved specifications, drawings, and required quality standards. SOP Knowledge: Sound knowledge of Standard Operating Procedures (SOPs) and best practices in the construction industry, with the ability to implement and monitor them effectively
SPHMUM4465
Sr. Civil Engineer - Mumbai
job description is as follows: Experience in RCC base-build structures from concept to completion. Ability to manage and coordinate civil and other services contractors effectively. Coordinate with architects, MEP consultants, liaison agencies, and other stakeholders. Strong knowledge of construction safety, EHS, and quality standards, with the ability to ensure quality execution. Should have sound knowledge of construction industry SOPs. Quality Management: Good understanding of construction quality standards and quality control processes, ensuring that all works are executed as per approved specifications, drawings, and required quality standards. SOP Knowledge: Sound knowledge of Standard Operating Procedures (SOPs) and best practices in the construction industry, with the ability to implement and monitor them effectively
SPHMUM4464
Planning Manager - Mumbai
Job Description- Planning Manager Savills Sr. No. Description Parameters Comments 1 Name of Position Sr. Manager / Asstt. General Manager 2 Educational Qualification BE Civil, NICMAR (Planning) -preferred 3 No. of Years of Experience 12 to 15 Years Preferably. However, 8 to 10 will do 4 Project Location Ghansoli, Navi Mumbai 5 Key Result Areas / JD 1) Complete knowledge of planning and co-ordination 2) Knowledge of Microsoft Office software platform 3) Worked on high rise residential towers (start to finish) 4) Draw complete master plan, look ahead plan 5) Tracking of master / revised plan on daily, weekly, monthly basis 6) Interaction with project stakeholders including architects & consultants 7) Co-ordination with site and contractor’s team for reports & MIS 8) Presentation of schedule with senior management and committee 9) Conduct daily, weekly & monthly management review meetings 10) Top management reporting and furnishing MIS 11) Very well always versed with the project health in terms of schedule
SPHMUM4463
Project Manager / Lead - Mumbai
job description is as follows: Experience in RCC base-build structures from concept to completion. Ability to manage and coordinate civil and other services contractors effectively. Coordinate with architects, MEP consultants, liaison agencies, and other stakeholders. Strong knowledge of construction safety, EHS, and quality standards, with the ability to ensure quality execution. Should have sound knowledge of construction industry SOPs. Quality Management: Good understanding of construction quality standards and quality control processes, ensuring that all works are executed as per approved specifications, drawings, and required quality standards. SOP Knowledge: Sound knowledge of Standard Operating Procedures (SOPs) and best practices in the construction industry, with the ability to implement and monitor them effectively
SPHMUM4462
Manager / Senior Manager ( Broker Residential ) - South Mumbai
Role Overview We are looking for a proactive and resourceful Sales Manager/Sr Manager to join our Residential team, with a primary focus on expanding our footprint in elite markets (South Bombay, Bandra) and supporting sales efforts across key micro-markets in Mumbai. This role is critical to our business growth and client satisfaction journey, requiring a sharp understanding of real estate sales, strong client communication, and cross-functional collaboration. Core Responsibilities 1. Sales & Market Intelligence Build in-depth knowledge of all current and upcoming homes and land developments in Mumbai. Create and maintain a live project database, including asset values, developer details, amenities, possession timelines, maintenance costs, and water supply availability. 2. Client Presentations & Site Visit Management Prepare detailed, professional presentations for every client visit. These must include: o Asset value, project USPs, and floor plans o Pros and cons of each project o Maintenance costs and water supply availability o Travel time o Map of Mumbai highlighting project locations Attend client site visits and ensure a seamless, well-informed experience. 3. Sales Support for Mumbai Markets Support client servicing and property presentations for high-value areas in Bandra West and South Mumbai. Participate in site visits, maintain property knowledge, and assist in shortlisting suitable options. 4. Client Communication & Responsiveness Ensure client callback turnaround within 30 minutes of receiving a new inquiry during working hours. Maintain consistent, professional communication via email, WhatsApp, and calls. Share tailored property options within 12–24 hours post-inquiry. 5. Marketing Coordination & Data Accuracy Work closely with the marketing team to: o Share updated property and project data for EDMs, social media posts, and website uploads o Ensure EDM data and images are accurate, timely, and aligned with campaign goals o Support quick turnaround on creatives by providing structured, ready-to-use inputs o Provide on-ground insights and client feedback to help improve messaging 6. CRM, Documentation & Reporting Maintain proper records of all client interactions, property visits, and feedback. Update lead status, deal progress, and site visit logs on our CRM Submit weekly reports on active leads, upcoming visits, and status updates Key Success Parameters Revenue Targets: Meet or exceed monthly revenue goals; contribute to team deal closures across Mumbai and Mumbai. Lead Management: o Call new leads within 30 minutes of receiving the inquiry o Share initial property options within 12–24 hours Mandate & Inventory Awareness: o Proactively track just-on-market listings and land opportunities o Share timely updates with the team on new launches or exclusive assets Marketing Integration: o Collaborate with marketing for quick campaign creative turnarounds o Ensure accurate and complete data is shared for EDMs, social media, and the website Client Experience: o Prepare presentation decks that reflect in-depth research and attention to detail o Ensure a seamless and professional experience during site visits
SPHRAI4461
Business Development Manager - Investment Products - Franchisee Biz
Job Description for Business Development Manager – Investment Products JOB SPECIFICATIONS REQUIRED: 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 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
SPHMUM4460
National Training Manager - Mumbai
Job Description National Training Manager • Bancassurance Position Title: National Training Manager Job Band (JB): Band 7 (JB : 7) Base Location: Mumbai, Maharashtra Role Nature: Individual Contributor (IC) Business Channel: Bancassurance (Banca) Age Eligibility: Under 43 Years Designation: Corporate Designation & Level will be finalized during evaluations 1. ROLE PURPOSE & OVERVIEW The National Training Manager (Bancassurance) is a strategic individual contributor role responsible for architecting, driving, and executing the end-to-end training and capability-building agenda across our Bancassurance partner networks on a pan-India level. Operating at Job Band 7, this role anchors key training governance, product adoption, sales enablement, and regulatory certifications for partner bank staff as well as frontline sales teams. The incumbent will be instrumental in strengthening multi-tier bank stakeholder relationships, aligning business performance with tailored learning interventions, and elevating overall channel productivity. 2. KEY RESPONSIBILITIES Stakeholder Management & Relationship Building: Partner closely with national and regional bank leadership (Circle Heads, Cluster Managers, Branch Heads, and Banca Relationship Managers) to assess training needs, secure mindshare, and drive alignment on joint business enablement goals. National Capability & Curriculum Architecture: Design, contextualize, and deploy comprehensive training modules covering Life / Health / Investment product suites, pitch narratives, compliance & underwriting guidelines, objection handling, and cross-sell/up-sell strategies. Sales Enablement & Joint Field Work: Conduct high-impact masterclasses, Train-The-Trainer (TTT) workshops, and structured coaching interventions. Participate in tactical branch visits and joint calls to observe field execution and refine training inputs. Digital Learning & Adoption: Drive digital tool adoption across mobile learning applications, LMS platforms, virtual product launches, and digital sales tools provided to partner bank channels. Governance, Metrics & Impact Evaluation: Track and report key performance indicators (KPIs) including partner activation percentage, training throughput, certification completion rates (IRDAI / partner-mandated), and posttraining business productivity increments. Regulatory & Compliance Adherence: Ensure that all training delivered complies with statutory mandates, fair practice codes, and partner bank operational guidelines. 3. CANDIDATE PROFILE & KEY REQUIREMENTS Experience & Channel Expertise: Minimum 8–14 years of robust experience in Learning & Development / Sales Training, with significant and proven exposure in the Bancassurance channel (Life, Health, or General Insurance). Stakeholder Engagement Skills: Exceptional ability to interface with, influence, and manage high-level external banking partners and internal cross-functional leaders (Sales, Products, Marketing, Operations). Role Demeanor: Proven track record of thriving in an Individual Contributor (IC) setup, exhibiting strong self-drive, ownership, and hands-on execution agility without relying on large direct reporting teams. Age Criteria: Age strictly under 43 years as of the date of application. Location & Travel: Based in Mumbai, with readiness to travel pan-India to partner banks' hub locations and zonal circles as needed. Educational Qualifications: Full-time Graduate / Post-Graduate / MBA from a recognized institution. Relevant industry accreditations (e.g., III, CFP, LOMA, ATD) will be considered an added advantage.
SPHMUM4459
AVP Key Account Manager - Mumbai
Job Description 2 1) Job Purpose Engage with bank on identifying digital initiatives and implementation of the same. Work internally with teams for uptake of digital tools. Drive efficiency in the system through analytics and identify opportunities and white spaces 2) Dimensions What are the areas (in quantitative terms) the job has an impact on? Areas Dimension Remarks 1. Stakeholder & Escalation Management Product, Process, Digital, Issuances, Query Resolutions, Partner Management 2. Executing Business Strategy Sales Enablers, Initiatives, Brand Visibility, Product Mix, Product positioning 3. Enhancing Sales Productivity & Process Adoption FLS/FLM SP/Br Activisation, Incentive/Sales Progressions through analytics 3) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit? Key Challenges • Constant alignment with respective stakeholders/departments within ABSLI. • Manage constant comparison with other insurers in terms of product, process and manpower productivities • Maintain the balance between ABSLI process requirement and expectations of the Channel partners.
SPHMUM4458
Regional Sales Manager-Mumbai
Job Purpose : Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Cluster Managers to maintain the proper process of doing valued business for the organisation. Job Context and Major Challenges : • High dependency on third party/relationships who may have their own priorities so alignment is the key. • Balancing between the process requirement and expectations of the Channel partners • High competition in the channel Principal Accountabilities Accountability Supporting Actions Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth of the company 1. Continuous interaction with the channel partners 2. Right deployment of resources in branches to ensure maximum mindshare is captured 3. Aggressively downloading all the RnR activities running by the organisation to the team members Ensure smooth function of the sales and other processes in order to maximise business potential. 1. Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling 2. Communicating any process change or change in any rules and regulations in collaboration with training team Ensure relevant people in the right place right time in order to maximise the productivity 1. Recruit, develop and train team members to maximize productivity 2. Understanding the strength of the resource and depending on that allocating branches Ensure the right method of business acquisition in order get the profitable mix for the organisation 1. Scrutinise the business on regular basis 2. Maintain product mix for the channel 3. Interacting with the customers through welcome calls Ensure Persistency targets as per the company norms so that renewals take place on time 1. Resolve queries as and when required to ensure that renewal takes place on time Building new business opportunities within the allocated area/relationships in order to maximise the 1. Identify innovative methods working with the relationship to enhance penetration of the database
SPHKOL4457
Area Manager - Investment Products - Franchisee Biz
JOB SPECIFICATIONS REQUIRED: 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
SPHKOL4456
Relationship Manager-Kolkata
Company-Aditya Birla AMC Branch Manager – Raipur Experience: Minimum 5 years Channel: B2B – MFD, Bank & National Distributors Preferred Background: Mutual Fund/AMC, Securities, Wealth Management, Banking or Insurance Key Responsibilities: Lead branch business development across B2B distribution channels. Manage and expand relationships with MFDs, banks and distributors. Drive AUM, revenue and overall branch targets. Lead and guide the team towards business objectives. Develop new distribution opportunities and strengthen market presence. Key Responsibilities: Lead branch business development across B2B distribution channels. Manage and expand relationships with MFDs, banks and distributors. Drive AUM, revenue and overall branch targets. Lead and guide the team towards business objectives. Develop new distribution opportunities and strengthen market presence
SPHMUM4455
Manager – Investment Operations - Mumbai
Job Description – Manager – Investment Operations & Finance Responsible for managing end-to-end operations, accounting, MIS, documentation, banking, stakeholder coordination and control processes for private investments, acting as the key interface between the investment team, investee companies, legal, finance, bankers, consultants and fund managers. Role: Private Investment Operations Experience: 3–5 years Qualification: MBA Finance from Reputed B-School or Graduate/Post Graduate in Commerce, Finance, Accounting, or related field. CA qualification is not mandatory. Location: Mumbai Industry Experience: Prior experience/knowledge of private investments is mandatory. Role Overview We are looking for a detail-oriented and proactive professional to manage the operations, accounting, MIS, documentation and stakeholder coordination for private investment activities. The role will work closely with the Promoters, operations team, legal team, tax team, investee companies, bankers, consultants, and other external stakeholders to ensure smooth execution of investment-related activities and robust operational controls. The ideal candidate should have a strong understanding of accounting and investment operations, excellent communication and coordination skills, and the ability to independently manage multiple stakeholders and operational processes. Key Responsibilities 1. Investment Operations & Execution • Manage end-to-end operational activities relating to private investments, including investment documentation, funding, transactions, exits and related post-investment activities. • Coordinate with investee companies, investment teams and internal stakeholders for timely execution of transactions. • Maintain and update investment records, transaction trackers and supporting documentation. • Ensure all investment-related paperwork and records are complete, accurate and properly maintained. 2. Accounting & Financial Review • Review and periodically update accounts and financial records relating to investment entities/transactions. • Understand accounting entries relating to investments, capital calls, distributions, mark-ups, valuations, gains/losses and other investment-related transactions. • Coordinate with the accounting/finance team for timely closure and resolution of accounting-related matters. • Review bank statements and ensure appropriate accounting and reconciliation of transactions. • Coordinate with Statutory and Tax Auditor for closure of Accounts and Tax Returns for the year. 3. MIS & Management Reporting • Prepare, maintain and regularly update investment MIS. • Track investment exposure, valuations, funding, returns, mark-ups, cash flows and other relevant parameters. • Prepare periodic reports and dashboards for management review. • Ensure accuracy, completeness and timely availability of MIS and management information. 4. Banking & Treasury Operations • Monitor banking transactions and daily/periodic cash positions. • Coordinate and execute inter-bank fund transfers as required, ensuring appropriate approvals and controls. • Coordinate with AD bankers, relationship managers and banking partners for investment-related transactions, remittances and documentation. • Track inward/outward remittances and ensure timely resolution of banking-related issues. 5. Legal & Documentation Coordination • Work closely with the legal team and for / on investment documentation, agreements, amendments, closing documents and other legal requirements. • Coordinate with investee companies and external counsel, lawyers for obtaining and completing required documentation. • Maintain appropriate records of executed agreements and other transaction documents. • Ensure documentation is complete before execution of transactions and funding. 6. Fund / GIFT City Operations • Coordinate with GIFT FME, administrators, consultants and other service providers for investment-related operational requirements. • Support activities relating to GIFT City/private investment structures, including documentation, reporting, fund flows and reconciliations. • Coordinate with external consultants on accounting, tax, regulatory and operational matters.
SPHRAI4454
Branch Manager-Raipur
Company-Aditya Birla AMC Branch Manager – Raipur Experience: Minimum 5 years Channel: B2B – MFD, Bank & National Distributors Preferred Background: Mutual Fund/AMC, Securities, Wealth Management, Banking or Insurance Key Responsibilities: Lead branch business development across B2B distribution channels. Manage and expand relationships with MFDs, banks and distributors. Drive AUM, revenue and overall branch targets. Lead and guide the team towards business objectives. Develop new distribution opportunities and strengthen market presence. Key Responsibilities: Lead branch business development across B2B distribution channels. Manage and expand relationships with MFDs, banks and distributors. Drive AUM, revenue and overall branch targets. Lead and guide the team towards business objectives. Develop new distribution opportunities and strengthen market presence
SPHBAN4453
KAM – SME - BANGALORE
Key Responsibilities • Identify, acquire, and develop new SME and business-owner relationships to drive insurance sales. • Build and execute business development strategies to expand the Udyog Plus customer base. • Generate leads through networking, referrals, industry associations, and market outreach activities. • Achieve assigned business targets relating to premium, policy issuance, and customer acquisition. • Build and maintain strong relationships with key stakeholders, including SMEs, business owners, and corporate decision-makers. • Understand customer requirements and provide suitable insurance and protection solutions. • Ensure high levels of customer engagement, satisfaction, and retention. • Identify new business opportunities and emerging customer segments. • Analyze market trends, customer needs, and competitor activities to identify growth opportunities. • Collaborate with internal sales, product, operations, and support teams to deliver seamless customer experiences. • Provide exceptional service and support to existing customers. • Drive customer retention, cross-sell, and referral opportunities. Eligibility & Experience Education: Graduate in any discipline. MBA or Postgraduate qualification preferred. Prior experience in SME, MSME, Insurance, Banking, Financial Services, or related sectors preferred. Key Skills & Competencies • Excellent communication and presentation skills. • Strong negotiation and interpersonal abilities. • Relationship-building and stakeholder management expertise. • Strong analytical and problem-solving skills. • Ability to work independently as well as collaboratively within a team environment. • Customer-centric and consultative selling approach. • Results-driven with a strong focus on achieving targets and business outcomes. • Understanding of SME customer ecosystem and business insurance solutions is preferred. Key Performance Indicators (KPIs) • New SME/Business Customer Acquisition • Premium and Revenue Achievement • Lead Conversion Ratio • Customer Retention and Persistency • Cross-sell and Upsell Performance • Market Penetration and Business Growth • Customer Satisfaction and Service Excellence Preferred Candidate Profile • Strong network within the SME/MSME ecosystem. • Passion for sales, business development, and customer relationship management. • Self-motivated, entrepreneurial, and performance-oriented. • Ability to thrive in a fast-paced and target-driven environment.
SPHKOL4452
KAM – SME - KOLKATA
Key Responsibilities • Identify, acquire, and develop new SME and business-owner relationships to drive insurance sales. • Build and execute business development strategies to expand the Udyog Plus customer base. • Generate leads through networking, referrals, industry associations, and market outreach activities. • Achieve assigned business targets relating to premium, policy issuance, and customer acquisition. • Build and maintain strong relationships with key stakeholders, including SMEs, business owners, and corporate decision-makers. • Understand customer requirements and provide suitable insurance and protection solutions. • Ensure high levels of customer engagement, satisfaction, and retention. • Identify new business opportunities and emerging customer segments. • Analyze market trends, customer needs, and competitor activities to identify growth opportunities. • Collaborate with internal sales, product, operations, and support teams to deliver seamless customer experiences. • Provide exceptional service and support to existing customers. • Drive customer retention, cross-sell, and referral opportunities. Eligibility & Experience Education: Graduate in any discipline. MBA or Postgraduate qualification preferred. Prior experience in SME, MSME, Insurance, Banking, Financial Services, or related sectors preferred. Key Skills & Competencies • Excellent communication and presentation skills. • Strong negotiation and interpersonal abilities. • Relationship-building and stakeholder management expertise. • Strong analytical and problem-solving skills. • Ability to work independently as well as collaboratively within a team environment. • Customer-centric and consultative selling approach. • Results-driven with a strong focus on achieving targets and business outcomes. • Understanding of SME customer ecosystem and business insurance solutions is preferred. Key Performance Indicators (KPIs) • New SME/Business Customer Acquisition • Premium and Revenue Achievement • Lead Conversion Ratio • Customer Retention and Persistency • Cross-sell and Upsell Performance • Market Penetration and Business Growth • Customer Satisfaction and Service Excellence Preferred Candidate Profile • Strong network within the SME/MSME ecosystem. • Passion for sales, business development, and customer relationship management. • Self-motivated, entrepreneurial, and performance-oriented. • Ability to thrive in a fast-paced and target-driven environment.
SPHSUR4451
Cluster Head - Surat
Role Overview The Cluster Head will be responsible for driving business growth across a cluster of branches/locations, combining branch-level business management, retail sales leadership, team handling and distributor/channel development. The role will own the cluster's AUM, revenue, sales and investor acquisition targets, while leading Branch Heads/Retail Sales teams and strengthening relationships with distributors, IFAs/MFDs, banks and other retail investment channels. Key Responsibilities 1. Business & Sales Leadership • Own and deliver the cluster-level AUM, revenue and sales targets. • Drive growth across Mutual Funds and other relevant investment products. • Develop and execute business plans for the assigned cluster. • Identify new business opportunities and expand the investor base. • Monitor branch-wise and team-wise performance against targets. 2. Branch Management • Provide overall business direction to branches within the cluster. • Review branch performance, productivity and business pipeline. • Ensure branches achieve their monthly/quarterly business objectives. • Identify underperforming branches and implement corrective action. • Work closely with Branch Heads/Retail Sales Managers to improve productivity. 3. Retail Sales & Investor Acquisition • Drive retail investor acquisition and AUM mobilisation. • Develop business through MFD/IFA, distributor, banking and other retail channels. • Strengthen existing distributor relationships and acquire new partners. • Increase penetration of AMC products within the assigned geography. • Conduct investor/distributor meets, seminars and product awareness initiatives. 4. Team Management • Lead, mentor and develop the cluster sales team. • Set individual/team targets and regularly review performance. • Coach team members on product knowledge, sales techniques and market developments. • Drive a culture of accountability, performance and continuous improvement. • Support hiring and manpower planning for the cluster wherever required. 5. Distributor & Channel Relationship • Build strong relationships with IFAs, MFDs, banks, national distributors and other channel partners. • Understand distributor requirements and provide appropriate business support. • Resolve escalated distributor/client issues. • Ensure high standards of servicing and relationship management. 6. Market & Competition • Track competitor AMC activities, products, schemes and distribution strategies. • Gather market intelligence and identify emerging business opportunities. • Share market insights with senior management and recommend appropriate actions. 7. MIS & Governance • Monitor daily/weekly/monthly sales and AUM MIS. • Analyse branch and channel-wise performance. • Ensure adherence to AMC policies, regulatory requirements and internal processes. • Coordinate with Operations, Product, Marketing and other support functions for smooth execution.
SPHVIJ4450
CSM/TSM -MOHFL- VIJAYWADA
Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHAHM4449
Cluster Sales Manager - Ahmedabad
The Cluster Sales Manager is responsible for driving home loan sales across multiple branches/locations, managing sales teams, and achieving business targets within a defined cluster. The role focuses on sales growth, team leadership, and channel development. ________________________________________ ???? Key Responsibilities ???? Sales & Business Development • Drive home loan (HL) and loan against property (LAP) sales across the assigned cluster • Achieve monthly, quarterly, and annual disbursement targets • Identify new business opportunities and expand market share • Monitor competitor activities and market trends ________________________________________ ???? Team Management • Lead, manage, and motivate a team of Relationship Managers / Sales Executives • Set performance targets and track team productivity • Conduct regular training, coaching, and performance reviews • Ensure high levels of team engagement and retention ________________________________________ ???? Channel & Partner Management • Develop and manage relationships with DSAs (Direct Selling Agents), brokers, builders, and connectors • Strengthen sourcing channels to ensure a steady pipeline of leads • Negotiate and finalize business terms with channel partners ________________________________________ ???? Branch & Operations Coordination • Coordinate with credit, legal, and operations teams for smooth loan processing • Ensure quick turnaround time (TAT) from login to disbursement
SPHKOL4448
Regional Training Manager-Kolkata
Aditya Birla Sun life Insurance. Designation- Regional Training Manager. Exp-5 years. Location-Kolkata Willingness to travel entire West Bengal for training purposes. Should have strong knowledge about life insurance products. Should have knowledge about partner channel, agency channel handling. Should have knowledge about participating, non-participating plan and taxation Responsible for designing and delivering effective training programs, assessing learning needs, developing training materials, conducting product and process sessions, and ensuring sales teams achieve desired business and performance objectives. Must know regional language (Bengali) also Hindi, English
SPHMUM4447
Quality Fit-out MEP Engineer-Malad
JD/KRA for all the mandates : a) Complete knowledge of managing interior fit-outs, preferably hospitals b) Knowledge of interior finishes and related works c) Worked on interior fit-out assignments from start to finish d) Draw complete master plan, look ahead plan e) Tracking of master / revised plan on daily, weekly, monthly basis f) Interaction with project stakeholders including architects & consultants g) Co-ordination with site and contractor’s team for reports & MIS h) Presentation of schedule with senior management and committee i) Conduct daily, weekly & monthly management review meetings j) Having quality aspect while execution of the fit-out works k) MEP testing and commissioning experience preferably hospitals
SPHMUM4446
MEP Fit-out Engineer-Malad
JD/KRA for all the mandates : a) Complete knowledge of managing interior fit-outs, preferably hospitals b) Knowledge of interior finishes and related works c) Worked on interior fit-out assignments from start to finish d) Draw complete master plan, look ahead plan e) Tracking of master / revised plan on daily, weekly, monthly basis f) Interaction with project stakeholders including architects & consultants g) Co-ordination with site and contractor’s team for reports & MIS h) Presentation of schedule with senior management and committee i) Conduct daily, weekly & monthly management review meetings j) Having quality aspect while execution of the fit-out works k) MEP testing and commissioning experience preferably hospitals
SPHMUM4445
Civil Fit-out Manager-Malad
JD/KRA for all the mandates : a) Complete knowledge of managing interior fit-outs, preferably hospitals b) Knowledge of interior finishes and related works c) Worked on interior fit-out assignments from start to finish d) Draw complete master plan, look ahead plan e) Tracking of master / revised plan on daily, weekly, monthly basis f) Interaction with project stakeholders including architects & consultants g) Co-ordination with site and contractor’s team for reports & MIS h) Presentation of schedule with senior management and committee i) Conduct daily, weekly & monthly management review meetings j) Having quality aspect while execution of the fit-out works k) MEP testing and commissioning experience preferably hospitals
SPHNAS4443
Assistant MEP Manager - Nashik
job description is as follows: Experience in RCC base-build structures from concept to completion. Ability to manage and coordinate civil and other services contractors effectively. Coordinate with architects, MEP consultants, liaison agencies, and other stakeholders. Strong knowledge of construction safety, EHS, and quality standards, with the ability to ensure quality execution. Should have sound knowledge of construction industry SOPs. Quality Management: Good understanding of construction quality standards and quality control processes, ensuring that all works are executed as per approved specifications, drawings, and required quality standards. SOP Knowledge: Sound knowledge of Standard Operating Procedures (SOPs) and best practices in the construction industry, with the ability to implement and monitor them effectively
SPHNAS4442
Junior Engineer-Nashik
job description is as follows: Experience in RCC base-build structures from concept to completion. Ability to manage and coordinate civil and other services contractors effectively. Coordinate with architects, MEP consultants, liaison agencies, and other stakeholders. Strong knowledge of construction safety, EHS, and quality standards, with the ability to ensure quality execution. Should have sound knowledge of construction industry SOPs. Quality Management: Good understanding of construction quality standards and quality control processes, ensuring that all works are executed as per approved specifications, drawings, and required quality standards. SOP Knowledge: Sound knowledge of Standard Operating Procedures (SOPs) and best practices in the construction industry, with the ability to implement and monitor them effectively
SPHNAS4441
Senior Engineer-Nashik
job description is as follows: Experience in RCC base-build structures from concept to completion. Ability to manage and coordinate civil and other services contractors effectively. Coordinate with architects, MEP consultants, liaison agencies, and other stakeholders. Strong knowledge of construction safety, EHS, and quality standards, with the ability to ensure quality execution. Should have sound knowledge of construction industry SOPs. Quality Management: Good understanding of construction quality standards and quality control processes, ensuring that all works are executed as per approved specifications, drawings, and required quality standards. SOP Knowledge: Sound knowledge of Standard Operating Procedures (SOPs) and best practices in the construction industry, with the ability to implement and monitor them effectively
SPHNAS4440
Project Manager / Lead - Nashik
job description is as follows: Experience in RCC base-build structures from concept to completion. Ability to manage and coordinate civil and other services contractors effectively. Coordinate with architects, MEP consultants, liaison agencies, and other stakeholders. Strong knowledge of construction safety, EHS, and quality standards, with the ability to ensure quality execution. Should have sound knowledge of construction industry SOPs. Quality Management: Good understanding of construction quality standards and quality control processes, ensuring that all works are executed as per approved specifications, drawings, and required quality standards. SOP Knowledge: Sound knowledge of Standard Operating Procedures (SOPs) and best practices in the construction industry, with the ability to implement and monitor them effectively
SPHMUM4439
Head of AI - Investment Sciences - Lead Quantitative AI Strategy-Mumbai
Key Responsibilities 1. Team Leadership & ScalingLead, mentor, hire, and scale a team of ML and AI data scientists and quant researchers. Establish team structures, workflows, career pathways, and a culture of peer review and experimental rigor. Conduct technical reviews of models, research pipelines, and production systems. 2. AI Strategy & RoadmapOwn the quantitative research/AI roadmap aligned with investment priorities and the Chief AI Officer. Identify high-value areas where AI/quant modeling can drive superior investment outcomes. Drive build-vs-buy decisions for third-party quant data, tools, and internal AI capabilities. Set organizational quality bars and technical standards for financial modeling. 3. Quantitative Research & Machine LearningOversee models across alpha research, time-series forecasting, portfolio optimization, risk modeling, and derivatives pricing. Guide both classical approaches (ARIMA, GARCH, Kalman filters, VAR/VECM) and deep learning models (LSTMs, Temporal Fusion Transformers, N-BEATS, Transformers). Direct mathematical optimization (convex optimization, Black-Litterman, risk parity, mean-variance). Enforce institutional-grade backtesting standards (walk-forward validation, combinatorial purged cross-validation, transaction-cost/slippage modeling) evaluated on finance-specific metrics (Sharpe/Sortino, IC/ICIR, max drawdown). Guide feature engineering (microstructure, factor exposures, alternative data) and explore Bayesian inference, Monte Carlo simulations, and dynamic allocation via Reinforcement Learning. 4. Production, MLOps & GovernanceImplement MLOps frameworks for tracking experiments, model versioning, continuous monitoring, and rollback procedures. Lead model risk governance, validation, and documentation before deployment to ensure reproducibility and audit readiness. 5. Stakeholder Management & EnablementAct as the primary strategic interface between AI/Investment Sciences and portfolio managers, investment teams, and risk divisions. Translate complex quantitative and AI concepts into clear business insights for executive leadership.
SPHRAJ4438
Business Development Manager - BDM ( Sales ) ( Rajkot)
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. Results-oriented mindset with a focus on delivering exceptional customer value and driving business growth. • Knowledge of local market dynamics, regulations, and industry trends.
SPHBAN4437
Tech Lead – Application Development
Key Responsibilities 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)
SPHBAN4436
CRM / SENIOR CRM MANAGER - BANGALORE
Key competencies Order management and issue resolution; product-requirement gathering and UAT coordination; digital-adoption orientation; agent / team training; cross-functional collaboration with product and tech teams; attention to detail and turnaround discipline. Experience 4–7 years in order management, customer relationship management, retail / e-commerce operations or related roles. Qualifications Bachelor's degree in Business Administration or related field; MBA a plus. The Sr. CRM / CRM is the order-management and product-feedback nerve centre for Birla Pivot's retail operations — ensuring every order moves cleanly from RFQ to buyer invoice, resolving issues fast, and channelling buyer, seller and sales-team feedback into the product roadmap. The role sits closest to daily order execution, making it the first line of defence against delays, errors and digitization gaps. Reporting to the Head – Operations & Customer Experience, the role combines hands-on order monitoring and issue resolution with product-facing responsibilities — testing new features, supporting UAT and driving WhatsApp (Nova) order adoption — so operational execution and the digitization roadmap move forward together. Major Challenges ● Processing issue-free orders within increasingly tight turnaround targets — from 30 minutes toward 15 minutes — as order volumes and complexity grow ● Driving WhatsApp (Nova) order adoption across Electrical, Plumbing and Private Label categories, where buyer and seller habits are still largely offline ● Balancing day-to-day order-management responsibilities with sustained product-requirement coordination and UAT support ● Maintaining agent-wise reporting accuracy and training the COB team consistently as processes and tools evolve ● Supporting budget delivery across UBS and Non-UBS channels while managing operational execution simultaneously
SPHMAH4435
CSM/TSM -MOHFL- SOLAPUR
Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHJAM4434
CSM/TSM -MOHFL- JAMNAGAR
Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHDWA4433
CSM/TSM -MOHFL- DWARKA
Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHDAV4432
CSM/TSM -MOHFL- DAVANGERE
Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHGHA4431
Senior Manager / Assistant General Manager - Ghansoli
1) Complete knowledge of planning and co-ordination 2) Knowledge of Microsoft Office software platform 3) Worked on high rise residential towers (start to finish) 4) Draw complete master plan, look ahead plan 5) Tracking of master / revised plan on daily, weekly, monthly basis 6) Interaction with project stakeholders including architects & consultants 7) Co-ordination with site and contractor’s team for reports & MIS 8) Presentation of schedule with senior management and committee 9) Conduct daily, weekly & monthly management review meetings 10) Top management reporting and furnishing MIS Very well always versed with the project health in terms of schedule
SPHMYS4430
CSM/TSM -MOHFL- MYSURU
Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHFAR4429
CSM/TSM -MOHFL- FARIDABAD
Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHNAG4428
CSM/TSM -MOHFL- NAGPUR
Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHRAJ4427
CSM/TSM -MOHFL- BHIWARA
Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHPAN4426
CSM/TSM -MOHFL- PANIPAT
Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHMUM4425
Junior Business Analyst / Consultant – Oracle EPM - Mumbai
Key Responsibilities • Work closely with business stakeholders to understand functional requirements related to Oracle EPM modules, with a strong focus on Allocations. • Support configuration, testing, and deployment of Oracle EPM applications. • Assist in design and implementation of allocation logic, rules, and models. • Prepare functional requirement documents (FRD), test cases, and user documentation. • Perform data validation, reconciliation, and troubleshooting during implementation and post-go-live support. • Coordinate with technical teams to ensure functional requirements are correctly translated into system solutions. • Provide end-user support and participate in UAT and production issue resolution. Required Skills & Qualifications 1. 2–4 years of relevant experience in Oracle EPM Functional roles. 2. Strong hands-on experience with Allocations (mandatory). 3. Good understanding of financial processes such as planning, budgeting, forecasting, and reporting. 4. Experience in requirement gathering, functional documentation, and testing. 5. Basic understanding of EPM architecture and data flows. 6. Strong analytical and problem-solving skills. 7. Good communication and stakeholder management skills. Good to Have • Exposure to Oracle EPM modules like PBCS / EPBCS / FCCS / ARCS. • Experience working in consulting or implementation environments. • Knowledge of financial reporting and management accounting concepts. Key Competencies • Functional analysis • Oracle EPM Allocations • Stakeholder coordination • Documentation & testing • Problem-solving mindset
SPHMUM4423
DVP/VP For Equity Capital Markets - Mumbai
Key Skills Strong origination instinct with the ability to independently build a client pipeline and convert relationships into mandates. Excellent relationship-management and investor-facing communication skills, comfortable leading client and investor meetings. Confident presence for external representation — conferences, roadshows and one-on-one investor meetings. Commercial mindset with the ability to identify and prioritise high-potential origination opportunities. Leadership orientation with willingness to mentor junior team members on origination and client engagement. CTC (Per Annum) Commensurate with experience and credentials ROLE & JOB RESPONSIBILITIES To lead origination of ECM mandates (IPOs, QIPs, rights issues, OFS, preferential allotments and other equity/equity-linked instruments), with the primary focus on client acquisition, relationship management and investor engagement. The incumbent will be a senior individual contributor working closely with the Head – ECM to build the client franchise and syndication network and will mentor the junior member of the team. Exposure to execution matters (documentation, due diligence coordination, liaison with legal counsel) is a good-to-have but not a core requirement — the team's execution and legal coordination will be supported separately. • Originate ECM mandates by proactively building and managing relationships with corporates, promoters, PE/VC investors, family offices and other prospective issuers. • Identify and pursue new client opportunities across sectors, converting relationships into live mandates for IPOs, QIPs, rights issues, OFS and other equity instruments.
SPHKER4422
Provider Network - Thrissur
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 –
SPHCHA4421
Provider Network - Chandigarh
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 –
SPHNAG4420
Provider Network - Nagpur
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 –
SPHAHM4419
Provider Network - Ahmedabad
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 –
SPHKOL4418
Wealth Manager- Kolkata
JOB DESCRIPTION – WEALTH MANAGER / HNI RELATIONSHIP MANAGER Position: Wealth Manager – HNI Relationships Function: Wealth Management / Private Banking / Broking Experience: 3+ Years preferred Location: Kolkata ROLE OVERVIEW We are looking for an experienced Wealth Manager / HNI Relationship Manager who has hands-on experience managing Affluent, Super Affluent, HNI and UHNI clients. The ideal candidate should have prior experience in a Broking, Private Banking or Wealth Management setup, with a proven ability to independently acquire and manage high-value clients, generate AUM and revenue, and provide investment solutions across multiple asset classes. The candidate should be comfortable working in an individual contributor role, conducting face-to-face client meetings and leveraging their own market relationships/network to build a strong client book. KEY RESPONSIBILITIES Acquire, manage and deepen relationships with Affluent, Super Affluent, HNI and UHNI clients. Bring in and develop an existing client base to build a strong and sustainable HNI client book. Manage clients with a minimum investment portfolio of ₹25 Lakhs and above. Generate AUM, revenue and business from existing and newly acquired clients. Advise clients on their overall financial portfolio based on their financial goals, risk profile and investment requirements. Provide investment advice and solutions across multiple asset classes. Deepen wallet share through portfolio reviews, cross-selling and identifying additional investment opportunities. Track the Affluent and Super Affluent segment in the market for new client acquisition. Develop relationships with prospective HNI clients through personal networks, references, market mapping and field-based business development. Research and stay updated on financial markets, market trends and investment opportunities relevant to clients. Convert market and research insights into meaningful, client-specific investment recommendations. Coordinate with Product, Research and Centralized CFP/Financial Planning teams for investment decisions and portfolio solutions. Conduct regular client meetings and portfolio reviews to ensure strong engagement and retention. Organize and participate in seminars, workshops, client events and other business development activities. Independently manage client relationships and be responsible for achieving AUM, revenue, acquisition and relationship deepening targets. EXPERIENCE & STABILITY CRITERIA Preferably 2–3 years or more in each of the last organizations. Should ideally not have changed more than 2 jobs in the last 5 years. Candidates with strong career stability and proven long-term client relationships will be preferred. QUALIFICATION Graduate / MBA / PGDM in Finance, Marketing or related discipline. Education in Financial Planning / Wealth Management will be an advantage. CFP certification will be an added advantage. DESIRED SKILL SET Strong HNI/UHNI relationship management skills. Strong client acquisition and networking ability. Knowledge of Equity, Mutual Funds, Bonds, PMS, AIF and other investment products. Strong understanding of financial markets, market movements and investment opportunities. Ability to analyze research inputs and translate them into client-specific investment solutions. Excellent verbal and written communication skills. Strong interpersonal and relationship-building skills. Good analytical and problem-solving abilities. Ability to inspire trust and confidence in HNI clients. Positive attitude with high perseverance and patience. Assertive, hardworking and result-oriented. Ability to work independently as an Individual Contributor. KEY PERFORMANCE INDICATORS (KPIs) HNI Client Acquisition | AUM Generation | Revenue Generation | Client Retention | Portfolio Deepening | Wallet Share | Cross-Selling | New Client Acquisition | Incentive Generation | Client Relationship Management
SPHSUR4417
CSM/TSM -MOHFL- SURAT
Job Purpose We are seeking a highly driven and result-oriented Territory Sales Manager (TSM) / Cluster Sales Manager (CSM) for our Affordable Housing Finance business in India. The ideal candidate will have strong leadership skills, in-depth market knowledge, and proven expertise in driving direct sourcing of affordable housing loans through an on-ground sales team and individual market initiatives. This role requires leading, motivating, and guiding a team of BSMs and ROs/RMs to achieve monthly and quarterly disbursement targets, expand customer base, and strengthen brand presence in the respective territory/cluster. Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHJOD4416
CSM/TSM -MOHFL- JODHPUR
Job Purpose We are seeking a highly driven and result-oriented Territory Sales Manager (TSM) / Cluster Sales Manager (CSM) for our Affordable Housing Finance business in India. The ideal candidate will have strong leadership skills, in-depth market knowledge, and proven expertise in driving direct sourcing of affordable housing loans through an on-ground sales team and individual market initiatives. This role requires leading, motivating, and guiding a team of BSMs and ROs/RMs to achieve monthly and quarterly disbursement targets, expand customer base, and strengthen brand presence in the respective territory/cluster. Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHMAD4415
CSM/TSM -MOHFL- MADURAI
Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHMUM4412
Senior Manager – Broking - Andheri East
About HDFC ERGO HDFC ERGO General Insurance Company Limited was promoted by erstwhile Housing Development Finance Corporation Ltd. (HDFC), India’s premier Housing Finance Institution and ERGO International AG, the primary insurance entity of Munich Re Group. Consequent to the implementation of the Scheme of Amalgamation of HDFC with and into HDFC Bank Limited, one of India’s leading private sector bank (Bank), the Company has become a subsidiary of the Bank. The Company offers complete range of general insurance products ranging from motor, health, travel, home and personal accident in the retail space and products like property, marine and liability insurance in the corporate space. With a network of branches spread across wide distribution network and a 24x7 support team, the Company has been offering seamless customer service and innovative products to its customers. Key Roles & Responsibilities Manage and grow relationships with key insurance brokers and corporate clients Drive business through broker channels across new business and renewals Identify cross-sell and upsell opportunities across corporate insurance products Coordinate with underwriting, operations and service teams for timely closures and servicing Track pipeline, conversions, renewals and broker-wise business performance Ensure adherence to internal governance and regulatory requirements Key Requirements–Education & Certification Graduate/Postgraduate from a recognized institute; MBA/PGDM preferred Key Requirements – Experience & Skills 6–10 years of experience in Corporate Insurance/Broking/B2B Insurance Sales Strong broker and corporate relationship management capabilities Good understanding of commercial insurance products and market dynamics Strong negotiation, stakeholder management and business development skills Remarks The details of this position are confidential. The decision to change/modify the specifications is at management’s discretion.
SPHKOL4410
AGENCY BRANCH MANAGER - BARASAT
Key Roles & Responsibilities 1. *Agency Channel Management & Agent Development* * Recruit, onboard, train, and manage insurance agents/advisors to build a strong and productive agency network. * Develop long-term relationships with agents and regularly monitor their performance, productivity, and business contribution. * Conduct regular meetings, training sessions, and sales reviews to improve agent knowledge, product understanding, and sales effectiveness. * Identify opportunities to expand the agency network by recruiting new agents and activating inactive agents. 2. *Sales & Business Target Achievement* * Drive General Insurance business through the Agency channel and achieve assigned monthly, quarterly, and annual sales targets. * Generate new business through agents/advisors and increase sales of products such as Motor, Health, Personal Accident, Travel, Property, and Commercial Insurance. * Monitor sales performance and implement strategies to improve business volumes, agent productivity, customer acquisition, and policy renewals. * Identify new market opportunities, support agents in lead generation and conversion, and ensure consistent achievement of business targets. 3. *Relationship Management & Business Development* * Maintain strong relationships with agents, customers, and key channel partners to ensure sustainable business growth and customer retention. * Conduct regular market and customer visits to identify new business opportunities and strengthen existing relationships. * Support agents in customer acquisition, policy issuance, renewals, and resolution of business-related queries. * Prepare sales reports and performance updates, track key business metrics, and coordinate with internal teams to ensure smooth operations and effective customer servicing.
SPHIND4409
CSM/TSM -MOHFL- INDORE
Job Purpose We are seeking a highly driven and result-oriented Territory Sales Manager (TSM) / Cluster Sales Manager (CSM) for our Affordable Housing Finance business in India. The ideal candidate will have strong leadership skills, in-depth market knowledge, and proven expertise in driving direct sourcing of affordable housing loans through an on-ground sales team and individual market initiatives. This role requires leading, motivating, and guiding a team of BSMs and ROs/RMs to achieve monthly and quarterly disbursement targets, expand customer base, and strengthen brand presence in the respective territory/cluster. Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHBHO4408
CSM/TSM -MOHFL- BHOPAL
Job Specifications We are seeking a highly driven and result-oriented Territory Sales Manager (TSM) / Cluster Sales Manager (CSM) for our Affordable Housing Finance business in India. The ideal candidate will have strong leadership skills, in-depth market knowledge, and proven expertise in driving direct sourcing of affordable housing loans through an on-ground sales team and individual market initiatives. This role requires leading, motivating, and guiding a team of BSMs and ROs/RMs to achieve monthly and quarterly disbursement targets, expand customer base, and strengthen brand presence in the respective territory/cluster. Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head.
SPHSHI4407
Branch Manager - Shillong
Company-Aditya Birla AMC Branch Manager – Shillong Experience: Minimum 5 years Channel: B2B – MFD, Bank & National Distributors Preferred Background: Mutual Fund/AMC, Securities, Wealth Management, Banking or Insurance Key Responsibilities: Lead branch business development across B2B distribution channels. Manage and expand relationships with MFDs, banks and distributors. Drive AUM, revenue and overall branch targets. Lead and guide the team towards business objectives. Develop new distribution opportunities and strengthen market presence. Key Responsibilities: Lead branch business development across B2B distribution channels. Manage and expand relationships with MFDs, banks and distributors. Drive AUM, revenue and overall branch targets. Lead and guide the team towards business objectives. Develop new distribution opportunities and strengthen market presence
SPHGAT4406
Branch Sales Manager - Ghatkesar
JOB DESCRIPTION TEMPLATE SECTION 1: BASIC INFORMATION Title Branch Sales Manager Area of operation Branch Sales Department Sales Direct reporting Cluster Sales Manager Level Asst Manager/Manager Dotted line/any other reporting RO/RM Location Branch Locations Number of people supervised 3 to 4 SECTION 2: PURPOSE OF ROLE In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required Responsible for setting up new branch, customer / developer relationship management, achievement of business targets and overall branch profitability. Training and Development and up keep of the branch Media SECTION 4: DO: KEY ACTIVITIES Critical Routine Ensuring monthly, yearly targets are met by the branch Monitoring the daily visits by team and ensuring updating the same in the app. Meeting overall KPI(Targets) Branch Administration Training, coaching and monitoring team performance. Organizing business promotion campaign and participate in Marketing activities Ensuring conversion of leads generated and disbursement of file in line with the credit policy. overall policy and process implementation and monitoring Maintain relationships with the existing customer and develop network SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS KRA "Performance Indicator" Rank (Rank all KRA's in the order of their importance, with 1 being the most important) SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction. Educational Qualifications Graduation in any discipline Additional Certifications/Trainings (desirable) Prior Experience Minimum 3 years experience in sales of HL/LAP. Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan. IT Skills MS Office SECTION 8: COMPETENCIES In this section, please indicate the key behavioural and technical attributes required to perform the job Behavioural Technical Leadership Product Knowledge Assertion Market intelligence Aggression People Management Planning and Organizing Customer orientation Interpersonal/ relationship management skills
SPHBAN4405
State Trainer - (RTM) - Bangalore
JD – RTM for KN/APTL Key Skills & Qualifications: Experience in corporate training, sales training, or L&D, ideally within BFSI, affordable housing, or NBFC sectors. Strong understanding of affordable housing loan products, credit policies, documentation, and local market conditions. Excellent communication, negotiation, relationship-building, and presentation skills. Ability to manage projects, analyze data, and drive results in a high-performance environment. Proficiency in adult learning principles, instructional design, and e-learning platforms. Needs Analysis & Strategy: Conduct Training Needs Analysis (TNA) for internal Employees majorly sales RMs with an objective to make them active on disbursements and increase their productivity. Curriculum Development: Create and update training content (presentations, handbooks, videos) for home loan products, sourcing, documentation, credit norms, compliance, and soft skills (objection handling, communication). Training Delivery: Conduct onboarding, refresher, and specialized training sessions (classroom, virtual, on-field) for sales executives, relationship managers, DSAs, and branch staff. Performance & Evaluation: Measure training effectiveness through assessments, feedback, and post-training performance tracking Stakeholder Collaboration: Work closely with Sales, Credit, Operations, Risk, and Legal teams to ensure content accuracy and address business challenges. Budget & Logistics: Manage training budgets, resources, and logistics for efficient program delivery. Market & Product Updates: Stay updated on affordable housing market dynamics, competitor offerings, and policy changes, disseminating information to relevant teams. Key Skills & Qualifications: Experience in corporate training, sales training, or L&D, ideally within BFSI, affordable housing, or NBFC sectors. Strong understanding of affordable housing loan products, credit policies, documentation, and local market conditions. Excellent communication, negotiation, relationship-building, and presentation skills. Ability to manage projects, analyze data, and drive results in a high-performance environment. Proficiency in adult learning principles, instructional design, and e-learning platforms. Graduate in any stream Desired Candidate Profile 5-9 years of experience in corporate training or a related field. Strong understanding of adult learning principles and instructional design models. Excellent communication, presentation, and facilitation skills. Ability to analyze data to measure program effectiveness and make recommendations for improvement. Proven work experience as a training manager Track record in designing and executing successful training programs Familiarity with traditional and modern training methods (mentoring, coaching, on-the-job or in classroom training, e-learning, workshops, simulations etc.) Excellent communication and leadership skills Ability to plan, multi-task and manage time effectively Strong writing and record keeping ability for reports and training manuals Good computer, PowerPoint, Analytics and Data skills Industry: - BFSI – HFC candidates will be preferred Employment Type: Full Time
SPHHOW4404
CREDIT MANAGER (INFORMAL)
Review and assess Home Loan and LAP loan applications as per company credit policy. Conduct detailed analysis of applicant/co-applicant profiles, income, banking, liabilities, bureau reports, and repayment capacity. Evaluate salaried and self-employed customer profiles. Analyze financial statements, ITR, GST returns, bank statements, business vintage, turnover, and profitability. Conduct detailed credit appraisal and risk assessment of loan proposals. Verify and evaluate CIBIL/credit bureau reports, repayment history, existing obligations, and credit behavior. Assess property-related documents, valuation reports, legal reports, and LTV eligibility. Ensure proper assessment of collateral security and property marketability. Identify potential credit risks, deviations, and early warning signals. Take appropriate credit decisions within delegated authority and recommend cases beyond authority. Ensure compliance with internal credit policies, regulatory guidelines, and risk parameters. Coordinate with Sales, Legal, Technical, Operations, and other departments for smooth processing. Review deviations and ensure appropriate mitigants are documented before approval. Monitor sanctioned cases until disbursement and ensure all pre-disbursement conditions are fulfilled. Conduct portfolio monitoring and identify delinquency or risk trends. Maintain proper credit documentation and audit-ready records. Support the team in achieving TAT (Turnaround Time) while maintaining credit quality. Key Credit Assessment Areas Customer profile and repayment capacity Income assessment Banking analysis CIBIL / bureau history FOIR / DBR LTV and property valuation Legal & technical reports
SPHSIL4402
AGENCY BRANCH MANAGER
Manage and supervise the overall day-to-day operations of the branch. Achieve branch-wise sales, revenue, and business targets. Lead, motivate, and manage the branch team to improve productivity and performance. Develop new business opportunities and maintain strong relationships with existing customers. Monitor daily sales activities, leads, conversions, and team performance. Ensure excellent customer service and resolve customer complaints promptly. Conduct regular team meetings and performance reviews. Prepare and submit daily, weekly, and monthly branch performance reports. Ensure compliance with company policies, procedures, and operational standards. Monitor branch expenses and ensure effective utilization of resources. Coordinate with other departments to ensure smooth business operations. Identify market opportunities, competitor activities, and areas for business growth. Train and develop team members to improve their skills and performance. Ensure proper documentation, record keeping
SPHMUM4401
Enterprise Architech - Mumbai
Role Overview We are seeking a technically strong and analytically driven professional to support Enterprise Architecture and Solution Design initiatives within the Life Insurance domain. The ideal candidate should have hands-on application development experience, a solid understanding of system design principles, and the ability to translate business requirements into technical solutions. This role offers an opportunity to work closely with Enterprise Architects, Business Teams, Development Teams, Infrastructure Teams, and External Partners to design scalable, secure, and compliant technology solutions across insurance platforms and digital ecosystems. ________________________________________ Key Responsibilities 1. Architecture Documentation & Analysis • Create and maintain architecture artifacts including: o Application Landscape Diagrams o Integration Architecture Diagrams o Data Flow Diagrams o System Dependency Maps o Sequence and Process Flow Diagrams • Document current-state (AS-IS) and future-state (TO-BE) architectures. • Maintain architecture repositories and standards documentation. • Support architecture assessments and impact analysis activities. ________________________________________ 2. Solution Design & Project Architecture Support • Participate in solution design activities for initiatives across: o New Business & Underwriting o Policy Administration o Claims Processing o Customer and Agent Digital Platforms • Assist in preparing: o High-Level Design (HLD) o Solution Architecture Documents o Interface Specifications o Non-Functional Requirements (Performance, Security, Availability) • Collaborate with Development, Testing, Security, Infrastructure, and Business teams throughout the SDLC lifecycle. ________________________________________ 3. Application Development & System Design • Apply software engineering fundamentals to analyze and design solutions. • Understand end-to-end application architecture including: o Web Applications o APIs and Microservices o Application Servers o Databases o Integration Platforms • Participate in technical design discussions and reviews. • Perform impact analysis for application changes. ________________________________________ 4. Life Insurance Domain Support • Understand and map life insurance business processes such as: o Proposal Management o Underwriting o Policy Issuance o Endorsements and Servicing o Claims Management o Agent Commission and Payout Processes • Translate business requirements into technology solution views. • Support digital transformation initiatives within the insurance ecosystem. ________________________________________ 5. Integration & API Architecture Support • Analyze integration requirements across enterprise applications including: o Policy Administration Systems (PAS) o CRM Systems o Digital Portals o Payment Gateways o Reinsurance Platforms o Aggregator Platforms • Assist in defining: o API Contracts o REST Service Specifications o Event-Driven Architecture Requirements o Message and Data Flows • Understand and differentiate: o Synchronous vs Asynchronous integrations o API-based integrations o Event-driven communication models ________________________________________ 6. Architecture Governance & Compliance • Support architecture review processes. • Validate project designs against: o Enterprise Technology Standards o Security Guidelines o Regulatory Requirements (IRDAI) • Track architecture decisions, risks, exceptions, and remediation actions. ________________________________________ 7. Vendor Evaluation & Technology Assessments • Support evaluation of vendor products and platforms. • Assist in: o Preparing RFP responses o Product comparison matrices o Proof-of-Concept (PoC) documentation • Work with vendors and system integrators on technical clarifications. ________________________________________ Required Qualifications Education • Bachelor's Degree in Engineering / Computer Science / Information Technology • MBA or equivalent qualification preferred ________________________________________ Required Experience • 3 to 8 years of IT experience • Minimum 1 to 2 years of hands-on application development experience (mandatory) • Exposure to solution design or system design activities • Understanding of end-to-end Software Development Lifecycle (SDLC) • Experience in at least one of the following areas: o Application Development o Business Analysis o Enterprise Integration o Middleware Technologies o Insurance Technology Platforms • Exposure to Life Insurance systems is highly preferred. ________________________________________ Required Technical Skills Must Have • Application Development experience (minimum 1-2 years) • Strong understanding of System Design concepts • Knowledge of SDLC methodologies • Understanding of: o APIs & REST Services o JSON o Web Applications o Application Servers o Databases (RDBMS) o Request-Response Architecture o HTTPS and Web Security Basics • Experience working with: o Jira (or equivalent Agile project management tools) Good to Have • Life Insurance Domain knowledge • Core Insurance Platforms: o LifeAsia o Ingenium o Similar PAS solutions • Cloud Fundamentals: o Azure o AWS • Basic understanding of: o Microservices Architecture o Event-Driven Architecture o Enterprise Architecture Frameworks ________________________________________ Tools • Visio • Draw.io • Lucidchart • Confluence • SharePoint • Jira • Azure DevOps Good to Have • Sparx Enterprise Architect • LeanIX ________________________________________ Key Competencies • Strong documentation and analytical skills • Ability to understand business and technical requirements • Excellent communication skills with technical and business stakeholders • Structured problem-solving approach • Attention to detail • Ability to ask relevant technical and functional questions • Strong learning mindset, especially in the Life Insurance domain
SPHAHM4400
Relationship Manager - Passive Sales - Ahmedabad
Job Specifications Role Designation: Relationship Manager Department: Sales Function: Passive Business Company: Motilal Oswal Asset Management Company Limited Reporting to: Regional Head – Passive Sales Location: Pune & Mumbai Job Purpose We are seeking a dynamic and driven individual to join our sales team in a Passive Sales Role. The primary responsibility is to promote and drive the adoption of passive investment products, such as Exchange-Traded Funds (ETFs) and Index Funds, through various distribution channels, including MFDs (Mutual Fund Distributors), Banks, and National Distributors (ND). The ideal candidate should have a strong understanding of passive products, excellent relationship-building skills, and a passion for growing business through innovative strategies and partnerships. Key Deliverables o Develop and manage relationships with MFDs, Banks, and NDs to drive passive product sales. o Onboard and engage new distributors, ensuring product awareness and training on passive investment strategies. o Achieve assigned sales targets by effectively pitching passive products. o Monitor and analyze sales performance across channels to identify growth opportunities. o Conduct presentations, webinars, and training sessions to educate distributors and clients on the benefits and structure of passive products. o Collaborate with the marketing team to create and distribute product collaterals and campaigns. o Gather feedback from distributors and clients to improve product offerings and identify market trends. o Stay updated on competitors' offerings and recommend strategies to maintain a competitive edge. o Ensure adherence to all regulatory and compliance guidelines while promoting products. o Provide regular updates and detailed reports on sales performance and channel engagement. Role Requirements o Education: MBA/PGDM with specialisation in Finance & Marketing. o Experience: 3–8 years of experience in sales within the AMC industry. o Certificate: NISM VA is must as per the regulatory body. Key Attributes o Self-motivated and results-driven. o Ability to work collaboratively with cross-functional teams. o Strong networking, Communication and negotiation skills. o Proven expertise in selling passive products like ETFs or Index Funds & Strong knowledge of passive investment products and financial markets.
SPHHYD4399
Relationship Manager - Passive Sales - Hyderabad
Job Specifications Role Designation: Relationship Manager Department: Sales Function: Passive Business Company: Motilal Oswal Asset Management Company Limited Reporting to: Regional Head – Passive Sales Location: Pune & Mumbai Job Purpose We are seeking a dynamic and driven individual to join our sales team in a Passive Sales Role. The primary responsibility is to promote and drive the adoption of passive investment products, such as Exchange-Traded Funds (ETFs) and Index Funds, through various distribution channels, including MFDs (Mutual Fund Distributors), Banks, and National Distributors (ND). The ideal candidate should have a strong understanding of passive products, excellent relationship-building skills, and a passion for growing business through innovative strategies and partnerships. Key Deliverables o Develop and manage relationships with MFDs, Banks, and NDs to drive passive product sales. o Onboard and engage new distributors, ensuring product awareness and training on passive investment strategies. o Achieve assigned sales targets by effectively pitching passive products. o Monitor and analyze sales performance across channels to identify growth opportunities. o Conduct presentations, webinars, and training sessions to educate distributors and clients on the benefits and structure of passive products. o Collaborate with the marketing team to create and distribute product collaterals and campaigns. o Gather feedback from distributors and clients to improve product offerings and identify market trends. o Stay updated on competitors' offerings and recommend strategies to maintain a competitive edge. o Ensure adherence to all regulatory and compliance guidelines while promoting products. o Provide regular updates and detailed reports on sales performance and channel engagement. Role Requirements o Education: MBA/PGDM with specialisation in Finance & Marketing. o Experience: 3–8 years of experience in sales within the AMC industry. o Certificate: NISM VA is must as per the regulatory body. Key Attributes o Self-motivated and results-driven. o Ability to work collaboratively with cross-functional teams. o Strong networking, Communication and negotiation skills. o Proven expertise in selling passive products like ETFs or Index Funds & Strong knowledge of passive investment products and financial markets.
SPHTHA4398
Associate Product Manager - Thane
Job Title: Associate Product Manager • Designation: Associate Manager • Location: Thane • Department: Digital Product Team • Reports To: Senior Product Manager • Experience Level: 2+ years • Industry: Life Insurance / Financial Services About the Role We are on a mission to redefine operational excellence in our organization and deliver best in-class experience to our customers and distributors. As an Associate Product Manager, you will lead onboarding of new partners for ABSLI by integrating their platforms for a seamless journey. You will also drive operational efficiency to achieve human-less operations for non-medical cases during customer onboarding, policy assessment, and issuance by FY27. This role offers the opportunity to collaborate with underwriting team which does policy assessment, policy issuance team which focuses on policy issuance, compliance to build and design compliant processes along with technology and data team for development. Key Responsibilities Operational Transformation • Identify inefficiencies in underwriting and policy issuance resulting in manual intervention. • Design and implement scalable, automated solutions to streamline workflows and reduce turnaround times which can also be scaled to other functions like servicing and claims. Technology & Automation • Collaborate with engineering, automation, and data science teams to deploy AI/ML, RPA, and workflow orchestration tools. • Evaluate and integrate third-party platforms that support straight-through processing (STP). Data-Driven Optimization • Track KPIs such as STP rate, processing time, and error reduction. • Use insights to continuously iterate and improve product and process performance. Qualifications and Work Experience • Bachelor’s degree in Business, Engineering, or related field (MBA preferred). • 2+ years of experience in product management, operations, or digital transformation with proven track record of building scalable and tech-enabled solutions. • Exposure to agile practices of product development is essential. • Candidate with understanding of life / health / general insurance operational processes would be preferred. Preferred Skills • Experience with straight-through processing (STP) in financial services preferably insurance. • In depth understanding of API, JSON. • Exposure to JIRA for planning and tracking. • Understanding of AML and KYC regulations. • Familiarity with AI/ML, OCR, RPA, and low-code/no-code platforms. • Exposure to account aggregator framework, income tax returns, bureau and alternate sources of data to assess financial health of consumer digitally would be preferred. • Familiarity with SQL queries, database.
SPHMUM4397
GL PCG Advisor - Mumbai
Job Purpose To lead and scale the Private Client Group (PCG) business by driving revenue growth, expanding AUM, and delivering high-quality advisory to HNI/UHNI clients & Family Offices, while bringing a strong team along and operating as a non-playing captain. The role is responsible for building a strong performance culture by mentoring Team Leaders and Advisors. The Group Leader will support zonal priorities, enhance market presence, and deliver sustainable business outcomes. Key Deliverables Business Growth & Revenue: Drive the Team to achieve broking revenue, AUM, and client acquisition targets across the assigned zone. Drive cross-sell and upsell of wealth products—equity, PMS, fixed income, mutual funds, structured products, etc. Team Leadership: Manage, mentor, and motivate Team Leaders and Advisors to deliver consistent performance. Build future leaders through coaching, performance reviews, and mentoring. Client Management: Ensure delivery of best-in-class advisory to HNI/UHNI clients & family offices. Drive enhanced client engagement, retention, and customer experience. Risk & Compliance: Ensure strict adherence to regulatory guidelines, internal processes, and risk frameworks. Promote ethical selling practices and safeguard client interests. Strategic Initiatives: Implement zone-level strategies, productivity enhancement measures, and digital adoption. Drive market intelligence, competitor insights, and product penetration initiatives Education: Post-graduate in Finance, Business, or related fields. Experience: o 10+ years in Wealth Management, PCG, Broking, or BFSI Sales Leadership. o Strong background in managing advisory team servicing HNI/UHNI clients & family office Skills Competencies: o Proven ability to manage multi-level teams and drive high performance o Deep understanding of financial markets, wealth products, and portfolio advisory. o Expertise in equity markets, investment strategies, and regulatory guidelines. o Strong communication, negotiation, and relationship management capabilities.
SPHPAT4396
Area Manager (Agency Channel)
Area Manager – ABHI Sales JD Role: Area Manager Department: Sales Business: ABHI Key Responsibilities • Drive sales and achieve business targets for the assigned area. • Manage, develop, and motivate the sales/agency team. • Recruit and onboard new agents/advisors and improve team productivity. • Monitor daily, weekly, and monthly sales performance. • Develop business through existing and new distribution channels. • Conduct regular field visits and review team performance. • Coach team members on lead generation, customer acquisition, and conversion. • Ensure achievement of key KPIs such as premium/business, recruitment, activation, and productivity. • Maintain strong relationships with customers, agents, and channel partners. • Ensure adherence to company processes, compliance, and reporting requirements. Key Skills • Sales and team-management skills • Agency/channel development • Target and performance management • Customer relationship management • Strong communication and negotiation • Field-sales orientation Key KPIs • Area sales/target achievement • New agent recruitment • Active agent ratio • Agent productivity • Business/premium generation • Customer acquisition • Team retention and development • Persistency/renewal performance
SPHODI4395
Relationship Manager - Cuttack
• Experience: Minimum 1.5–2 years • Channel: B2B – MFD, Bank & National Distributors • Preferred Background: Candidates from AMC / Mutual Fund industry preferred • Key Responsibilities: o Manage and strengthen relationships with MFDs, banks and distributors. o Drive business growth and achieve assigned targets. o Generate and develop new distribution partnerships. o Conduct regular partner meetings and product presentations. o Ensure strong partner engagement and business retention. • Experience: Minimum 1.5–2 years • Channel: B2B – MFD, Bank & National Distributors • Preferred Background: Candidates from AMC / Mutual Fund industry preferred • Key Responsibilities: o Manage and strengthen relationships with MFDs, banks and distributors. o Drive business growth and achieve assigned targets. o Generate and develop new distribution partnerships. o Conduct regular partner meetings and product presentations. o Ensure strong partner engagement and business retention.
SPHBAN4394
Business Process Analyst - APAC
Key Responsibilities 1. Use Case Discovery & Business Analysis Engage with business users, process owners, and subject matter experts across Asia Pacific to understand current operating processes, volumes, pain points, risks, and cycle times. Conduct structured virtual discovery workshops, process walkthroughs, interviews, and requirements gathering sessions. Document current-state and future-state processes using clear and consistent business analysis methodologies. Develop comprehensive AI use case briefs covering: o Business problem statement o Current baseline performance o Proposed AI intervention o Expected business benefits o Scope and success criteria Elicit and document functional requirements, user stories, acceptance criteria, and business rules for AI development teams. Collect representative data samples, documents, and business scenarios to support solution development and testing. Educate business users on data quality, information organization, and readiness requirements for AI initiatives. 2. Delivery Support Act as the voice of the business within AI delivery squads. Participate in delivery ceremonies, including stand-ups, planning sessions, and project reviews. Clarify business requirements and resolve requirement ambiguities throughout the delivery lifecycle. Validate AI outputs against real-world business scenarios and operational requirements. Identify, document, and track defects, gaps, and quality issues using reproducible examples. Plan and coordinate User Acceptance Testing (UAT) activities across multiple markets. Create test scripts and acceptance criteria aligned with business objectives. Recruit, brief, and support business testers throughout UAT execution. Consolidate feedback, prioritize issues, and provide implementation readiness recommendations. 3. Adoption & User Enablement Develop user-facing documentation to support self-service adoption across time zones, including: o Quick-start guides o Standard Operating Procedures (SOPs) o FAQs o Prompt libraries o User guides Deliver virtual onboarding sessions, training workshops, and recorded demonstrations. Facilitate drop-in clinics and support channels to assist users following deployment. Provide hands-on hypercare support during solution rollouts and stabilization periods. Monitor adoption metrics such as active users, frequency of use, engagement levels, and drop-off trends. Proactively engage with teams and users where adoption is lower than expected. Gather post-implementation feedback and maintain a prioritized enhancement backlog for future releases. 4. Measurement & Reporting Establish baseline metrics before implementation, including: o Time per task o Processing volumes o Error rates o Operational effort Measure and report realized benefits following solution deployment. Track adoption and utilization metrics across deployed AI solutions. Prepare adoption, benefits realization, and performance reports for the AI Transformation Director. Maintain the regional AI use case portfolio and tracker, including: o Status o Business owner o Adoption levels o Benefits realized o Enhancement priorities Key Success Metrics (KPIs) Number of qualified AI use cases identified and progressed. Percentage of projects successfully completing UAT. User adoption rates following deployment. Active user engagement and utilization levels. Reduction in manual effort and process cycle time. Measured improvement in productivity and efficiency. Stakeholder satisfaction scores. Delivery of accurate and timely benefits realization reporting. Quality and completeness of business requirements and documentation. Enhancement backlog progression and closure rates. Experience & Qualifications 4 to 7 years of experience in business analysis, process improvement, digital adoption, change delivery, or similar roles. Demonstrated experience in requirements gathering and business process documentation. Practical understanding of Generative AI tools and their application within business environments. Strong written and verbal English communication skills. Experience working with stakeholders across multiple countries and time zones. Proven ability to facilitate virtual workshops, training sessions, and user support activities. Strong analytical skills with the ability to track and interpret adoption and performance data using Excel or equivalent tools. Highly organized with the ability to operate independently and manage competing priorities. Desirable Experience Exposure to AI, automation, or digital transformation initiatives. Experience within real estate, professional services, consulting, or advisory businesses. Familiarity with Microsoft 365, Microsoft Copilot, business intelligence platforms, collaboration tools, and databases. Experience using Jira, Azure DevOps, or similar delivery and defect management tools. Business Analysis, Change Management, or related professional certifications. Skills Matrix Category Must Have Skills Good to Have Skills Business Analysis Requirements gathering, process mapping, business documentation, stakeholder management BPMN, Lean, Six Sigma methodologies AI & Digital Familiarity with Generative AI tools and use case identification AI transformation, automation platforms User Adoption Training delivery, onboarding, change support, hyper care management Adoption frameworks, change management methodologies Testing & Delivery UAT planning, test script creation, defect logging, feedback management Jira, Azure DevOps Data & Reporting Excel, KPI tracking, benefits realization reporting Power BI, analytics platforms Communications Workshop facilitation, documentation, stakeholder engagement Executive reporting and presentation skills Collaboration Tools Microsoft 365 ecosystem Copilot, Power Platform, Microsoft Fabric Key Attributes • Curious and persistent, with a strong focus on driving adoption beyond deployment. • Comfortable bridging technical and non-technical audiences. • Practical and user-centric in problem-solving and decision-making. • Credible and confident when engaging with senior business stakeholders. • Self-motivated and capable of operating effectively in a remote, regional environment.
SPHBAN4393
Senior System Administrator – L3 - Bangalore
Scope: The System Administrator - L3 is a senior technical role responsible for supporting and improving on-premises and Microsoft Azure infrastructure. The position provides advanced troubleshooting across Windows Server, Active Directory, Microsoft Entra ID, Azure, patching, Microsoft Exchange, Veeam Backup, reporting, Microsoft Graph API and infrastructure automation. The role acts as an escalation point for complex incidents and contributes to infrastructure projects, operational reporting and process improvement. Success requires strong ownership, structured analysis and clear communication with technical and business stakeholders. Key Responsibilities On-Premises Server Administration • Administer and support Windows Server infrastructure across physical and virtual environments. • Provide L3 troubleshooting for operating systems, server performance, services, storage, networking and application-related issues. • Complete server builds, upgrades, migrations, hardening, maintenance and decommissioning activities. • Diagnose CPU, memory, disk, service and event-log issues, and support virtualization and hybrid infrastructure environments. Microsoft Azure and Cloud Infrastructure • Administer and troubleshoot Azure Virtual Machines and supporting infrastructure services. • Resolve Azure VM connectivity, performance, availability, storage and configuration issues. • Troubleshoot dependencies and connectivity between on-premises and Azure environments. • Work with Azure networking, Network Security Groups, monitoring, storage and related components, and support cloud migration and modernization initiatives. Azure and Windows Patching • Plan, execute, monitor and validate monthly security and cumulative patching cycles using Azure Update Manager and enterprise Windows Server patching processes. • Perform pre-patch health checks and post-patch server and application validation. • Troubleshoot Windows Update failures, compliance gaps and deployment errors. • Maintain patch-compliance dashboards and management reports. Active Directory and Microsoft Entra ID • Administer Active Directory and provide L3 support for replication, DNS, Group Policy, Kerberos, authentication, domain-controller and sign-in issues. • Manage users, groups, computers, organisational units, Group Policy Objects and delegated permissions. • Support hybrid identity environments involving Active Directory and Microsoft Entra ID. • Resolve complex identity, authentication and access incidents. Microsoft Graph API and Infrastructure Automation • Develop and maintain secure automation using Microsoft Graph API, PowerShell, Azure Automation and related scripting technologies. • Automate user lifecycle, licence management, reporting, device and inventory processes, and recurring administrative tasks. • Design API-based integrations and workflows across Microsoft 365 and Azure services using appropriate identity, authentication and authorisation methods. • Create reusable scripts, runbooks and operational tools with maintainable logging and error handling. Dashboard, Reporting and Monitoring • Design and maintain dashboards covering server health, Azure resources, patch compliance, backup status, licences and service performance. • Create management and technical dashboards using Power BI or other enterprise reporting platforms. • Automate data collection and dashboard refresh processes using Azure Monitor, Log Analytics, Microsoft Graph API, PowerShell and other approved sources. • Develop actionable operational indicators and reporting for technical teams and management. Backup, Recovery and Business Continuity • Administer and troubleshoot Veeam Backup & Replication jobs, including backup, replication and recovery activities. • Perform virtual machine, file and application-level restores. • Monitor backup health, capacity, retention and recovery points. • Support backup testing, disaster recovery and business-continuity activities. Microsoft Exchange • Administer and support Microsoft Exchange Server and/or Exchange Online. • Troubleshoot mail flow, mailbox, Outlook, authentication, connectivity, permissions and transport issues. • Support hybrid messaging environments where applicable. L3 Incident, Problem and Change Management • Act as a senior escalation point for complex infrastructure incidents. • Apply structured troubleshooting, root-cause analysis and permanent remediation across Windows Server, Azure, Active Directory, DNS, Exchange, Veeam and hybrid infrastructure. • Contribute to major incident, problem and change-management processes. • Prepare clear root-cause analysis documentation for critical incidents and recurring problems. Documentation, Stakeholder and Vendor Management • Maintain SOPs, architecture notes, knowledge articles, automation documentation and troubleshooting guides. • Provide clear technical updates to management, service desk and L2 teams, project teams and business stakeholders. • Coordinate with vendors and Microsoft support on complex technical issues. • Promote knowledge sharing and continuous improvement across infrastructure operations. Key Success Metrics (KPIs) • Consistent resolution and ownership of complex L3 infrastructure incidents within agreed service targets. • Stable, secure and reliable on-premises and Azure infrastructure. • High patch compliance and effective remediation of deployment failures and compliance gaps. • Reliable backup operations, successful recovery validation and effective disaster-recovery support. • Accurate, actionable dashboards and timely operational reporting. • Measurable reduction in repetitive manual activity through secure and maintainable automation. • Clear documentation, stakeholder communication and root-cause analysis quality. Experience & Qualifications • 8+ years of relevant experience in enterprise infrastructure administration and troubleshooting. • Strong hands-on experience supporting hybrid on-premises and Microsoft Azure environments. • Advanced troubleshooting capability across Windows Server, Active Directory, Microsoft Entra ID, DNS, Group Policy, Kerberos, Exchange and Veeam. • Demonstrated experience with Microsoft Graph API, PowerShell, automation runbooks and API-based workflows. • Experience creating infrastructure dashboards, operational reports and monitoring solutions. • Strong analytical, incident-management, documentation and communication skills. Preferred Certifications • Microsoft Certified: Azure Administrator Associate (AZ-104). • Microsoft Certified: Windows Server Hybrid Administrator Associate (AZ-800/AZ-801). • Microsoft 365 or Microsoft Entra ID-related certification. • ITIL certification is mandatory. Skills Matrix Category Must-Have Skills Good-to-Have Skills Windows Server Administration, troubleshooting, builds, upgrades, migrations, hardening and lifecycle management Virtualization and hybrid infrastructure exposure Microsoft Azure Azure VMs, networking, NSGs, storage, monitoring and hybrid connectivity troubleshooting Cloud migration and infrastructure modernization Patching Azure Update Manager and enterprise Windows Server patching Automated compliance reporting and remediation Identity Active Directory, Microsoft Entra ID, DNS, DHCP, Group Policy, Kerberos and AD replication Hybrid identity enhancement and delegated administration Automation and APIs Microsoft Graph API, PowerShell, Azure Automation runbooks and API-based workflows Additional scripting or infrastructure-as-code exposure Reporting and Monitoring Power BI or enterprise dashboards, Azure Monitor and Log Analytics Advanced operational analytics and automated refresh design Backup and Recovery Veeam Backup & Replication, restore operations and backup health monitoring Disaster-recovery testing and business-continuity support Messaging Microsoft Exchange Server and/or Exchange Online troubleshooting Hybrid Exchange administration Service Management L3 incident ownership, root-cause analysis, problem and change management ITIL certification or formal service-management experience
SPHIMP4392
Branch Manager ( Agency Channel ) - Imphal
Job Title: Agency Manager Location: [Your Location] Experience: 3-7 Years Industry: Recruitment / Insurance / BFSI Role Overview: Responsible for managing, growing, and developing a team of recruiters / advisors / agents to achieve business targets. The role involves client handling, business development, team leadership, and driving revenue through quality service delivery. Key Responsibilities: 1. Team Management: Lead, train, motivate and manage a team of recruiters / agents / consultants. 2. Business Development: Acquire new clients / business partners and build strong, long-term relationships with existing ones. 3. Target Achievement: Own the P&L for the branch / team. Achieve monthly and quarterly revenue, closure, and hiring targets. 4. Sourcing & Delivery: Guide the team on sourcing strategies, talent pipeline building, and ensuring quality closures. 5. Client Management: Handle key accounts, understand their hiring / business needs, and ensure high service standards. 6. Recruitment & Training: Recruit new team members, conduct regular training on sourcing tools, interview techniques, and products. 7. Reporting: Maintain reports on team performance, pipeline, closures, and market trends.
SPHIMP4391
Branch Manager - Imphal
Job Title: Agency Manager Location: [Your Location] Experience: 3-7 Years Industry: Recruitment / Insurance / BFSI Role Overview: Responsible for managing, growing, and developing a team of recruiters / advisors / agents to achieve business targets. The role involves client handling, business development, team leadership, and driving revenue through quality service delivery. Key Responsibilities: 1. Team Management: Lead, train, motivate and manage a team of recruiters / agents / consultants. 2. Business Development: Acquire new clients / business partners and build strong, long-term relationships with existing ones. 3. Target Achievement: Own the P&L for the branch / team. Achieve monthly and quarterly revenue, closure, and hiring targets. 4. Sourcing & Delivery: Guide the team on sourcing strategies, talent pipeline building, and ensuring quality closures. 5. Client Management: Handle key accounts, understand their hiring / business needs, and ensure high service standards. 6. Recruitment & Training: Recruit new team members, conduct regular training on sourcing tools, interview techniques, and products. 7. Reporting: Maintain reports on team performance, pipeline, closures, and market trends.
SPHRAN4390
Branch Manager ( Agency Channel )
Job Title: Agency Manager Location: [Your Location] Experience: 3-7 Years Industry: Recruitment / Insurance / BFSI Role Overview: Responsible for managing, growing, and developing a team of recruiters / advisors / agents to achieve business targets. The role involves client handling, business development, team leadership, and driving revenue through quality service delivery. Key Responsibilities: 1. Team Management: Lead, train, motivate and manage a team of recruiters / agents / consultants. 2. Business Development: Acquire new clients / business partners and build strong, long-term relationships with existing ones. 3. Target Achievement: Own the P&L for the branch / team. Achieve monthly and quarterly revenue, closure, and hiring targets. 4. Sourcing & Delivery: Guide the team on sourcing strategies, talent pipeline building, and ensuring quality closures. 5. Client Management: Handle key accounts, understand their hiring / business needs, and ensure high service standards. 6. Recruitment & Training: Recruit new team members, conduct regular training on sourcing tools, interview techniques, and products. 7. Reporting: Maintain reports on team performance, pipeline, closures, and market trends.
SPHKOL4389
Marine Application Support Engineer - Kolkata
Areas of Responsibilities Monitor the flow of all Functional Support incidents, requests, or queries addressed to the Global Support Team in the production system. Track all alert emails and take the required action. Follow the defined process flow for all cases. Handle Code Registration Requests from users. Handle Data Provision tasks. Perform primary analysis to respond to user queries. Provide root cause analysis for reported problems and suggest solutions wherever possible. Contact the client’s users, Development teams, and other stakeholders directly when a problem is identified or additional information is required. Coordinate with Development & System Support teams as required. Track Releases/Data Patches and coordinate the Release Management process with stakeholders. Send announcement emails to the client’s users regarding application usage restrictions during system updates, maintenance, or program releases. Update daily log sheets and ensure proper shift handover. Document standard procedures. Provide support during UAT and training. Ensure task timelines are consistently met and process standards are followed. Gain knowledge of the client’s business and industry. Become familiar with and remain up to date with the client’s software applications, standards, and guidelines, and perform all tasks accordingly. Perform all other related tasks commensurate with the position as assigned by superiors from time to time.
SPHRAN4388
Relationship Manager - Ranchi
Relationship Manager – Ranchi • Experience: Minimum 2 years • Channel: B2B – MFD, Bank & National Distributors • Preferred Background: Mutual Fund/AMC, Securities, Wealth Management, Banking or Insurance • Key Responsibilities: o Manage relationships across MFD, Bank and Distributor channels. o Drive AUM and business growth through the distribution network. o Identify new business opportunities and strengthen existing partnerships. o Support distributors with product knowledge and sales initiatives. o Achieve business and revenue targets. Relationship Manager – Ranchi • Experience: Minimum 2 years • Channel: B2B – MFD, Bank & National Distributors • Preferred Background: Mutual Fund/AMC, Securities, Wealth Management, Banking or Insurance • Key Responsibilities: o Manage relationships across MFD, Bank and Distributor channels. o Drive AUM and business growth through the distribution network. o Identify new business opportunities and strengthen existing partnerships. o Support distributors with product knowledge and sales initiatives. o Achieve business and revenue targets.
SPHDEL4387
Business Development Manager - BDM ( Delhi )
This role plays a crucial part in driving sales growth and managing the customer lifecycle for building materials. You will be responsible for proactively generating new business opportunities, managing existing customer relationships, ensuring efficient order processing, and maximizing customer satisfaction. You will achieve this by developing and implementing strategic sales plans, building strong relationships with key decision-makers, managing customer data effectively, and collaborating seamlessly with internal teams. 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.
SPHMUZ4386
CM Retail Affordable - Muzaffarpur
Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHKHA4385
SM Informal Direct - Kharagpur
Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHBHU4384
SM Informal Direct - Bhubaneshwar
Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHKOL4383
SM Direct Affordable - Rajarhat
Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHMUM4380
Sr. Manager - Product Management
(First level reporting chart for the job) 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) • Product Planning, Development and Management ▪ Contribute to the planning, design and development of the product strategy and calendar for the Company, in consultation with sales, actuarial and other related functions, to ensure that the plan is dynamic and flexible enough to respond to market situations and meets company’s business objectives. ▪ Contribute to the organization knowledge in area of products through consumer, competition and industry studies to track industry and product performance trends, define target segments and recommend development of new product ideas or modification of existing products that reflect the needs of target markets, channel and company. • Product Implementation ▪ Establish best practice standards, develop process maps, operating procedures and continuously work to define and enhance the company’s product development, implementation and management processes and systems to ensure that they are streamlined, efficient, sustainable and complete and enables time bound delivery of the product plans. ▪ Ensure timely implementation of the product plans through coordination and liaison with sales, actuarial and other related functions. ▪ Contribute to ongoing compliance with regulatory and internal guidelines in all aspects of product development, management and implementation ▪ Contribute in developing compelling sales stories, product pitches and campaign through all marketing mediums as per the requirement and need of the Organization ▪ Work with regional sales teams to develop product communication strategies and action plans AVP- Product Management Product Management- Sr Manager 2 ▪ Collaborate with cross-functional teams on new projects and ensure timely delivery as expected • Reviews & Governance ▪ Ensure due process is followed and regulatory compliance are in place for product documentations and other communications ▪ Support seniors in presenting product plans for monthly/quarterly updates to senior leadership ▪ Support seniors in preparing reports for the consumption of other senior stakeholders for timely update ▪ To ensure accurate & timely delivery of with proper approvals • Research & Analysis ▪ Conducting workshops and reinforce product pitches ▪ Conducting research to understand and analyze the sales / customers’ views on upcoming products of the company. 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) ▪ Adherence to accuracy and regulatory framework ▪ Engage with multiple stakeholders for their inputs within stipulated time ▪ Ensure regulatory guidelines and compliance approvals ▪ Ensure timely delivery from cross functional teams 5. DECISIONS (Key decisions taken by job holder at his/her end) Following decisions are taken by the role: ▪ Preparing product idea float with necessary justifications ▪ Converting an idea into a product ▪ Decision on preparation of product filing documents ▪ Sales stories around product 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 ▪ Sales Team (Mancom Members) ▪ Actuarial Team ▪ Training Team ▪ Marketing Team ▪ Legal and Compliance Team ▪ IT Team ▪ Finance Team ▪ Investment Team External Clients 3 Roles you need to interact with outside the organization to enable success in your day to day work ▪ Customer ▪ Vendor Team 7. DIMENSIONS (Key numerical data which will reflect the scope and scale of activities concerning this job) Financial Dimensions (These should be quantifiable numerical amounts) Independently preparing accurate product filing documents No of Competition update – tracker accuracy and frequency Other Dimensions (FY 22) (Significant volume dimensions associated with the job) 8. SKILLS AND KNOWLEDGE (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) Educational Qualifications a) Qualifications ▪ Post-graduation/ MBA / Graduation b) Work Experience ▪ 5+ years in life insurance product development ▪ Regulatory framework of industry ▪ Well versed in MS Word, MS Excel and MS PowerPoint
SPHPUN4379
AM/DM/ Manager - Commission Payout
1. Processing and payments Ensure accuracy in commission Payments as per Regulatory guidelines & Product FnU. Reward computation and payout as per agreed process and board approved polciy. Within TAT. Premium Vs Commission Variance Analyze on various partners in terms of volume, rate, other variables, etc. to make meaningful decisions Manage distributor compensation while understanding structures with various distributors like Agency, IB, Banca, etc. Engage with various institutional partner of institutional business for query resolution and reporting 2. Compliance & Audit Ensure Compliance of Statutory Taxes TDS and PT are appropriately deducted and reported Accurate IRDAI reporting on Schedule V & VI as per regulations and ensure regulations on remuneration, etc. are strictly followed and compliances maintained at all times. Engage with Internal, External and IFC auditors for commission and RnR review and sign off forming part of financial statements 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) - (difficulty, complexity, and problem faced in the job) Domain expertise of products and guidelines on commission and R&R Analysis of expenses between acquisition/ management and reporting thereof Compliance of IRDAI regulation w.r.t intermediary pay-outs and reporting Management of distributor compensation. Understanding of structures with various distributors like Agency, IB, Banca, etc. Ensuring control over expenses and avoid overruns. Engage with auditors for review and sign off on expenses forming part of financial statements. Engagement with various partners of institutional business for query resolution and reporting 5. DECISIONS (Key decisions taken by job holder at his/her end) - (decisions to be taken independently, with colleague, and supervisor. Describes nature and extent of accountability a job has) Following decisions are taken by the role (within the allocated budget and in compliance with regulatory requirements/guidelines): Take decisions on Commission UAT & Month End Provisions. Take decision on Partner and Agent Query Desk Take decision on Commission & Reward Payments & Reconciliation 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 Sales Administration Team: Coordination for the commission payout process Finance Taxation Team: Ensuring taxes are appropriately deducted and reported Finance Accounts Payable Team: Ensuring timely payments Internal Team External Clients Roles you need to interact with outside the organization to enable success in your day to day work Partners: Coordination for the commission payout process & query resolution of partners Auditors: External Audit 7. DIMENSIONS (Key numerical data which will reflect the scope and scale of activities concerning this job) Financial Dimensions (FY’XX) (These should be quantifiable numerical amounts) - (critical and necessary metric for BALIC is GWP figures) Total payout volume: Minimum 300+ Cr per month Other Dimensions (FY’XX) (Significant volume dimensions associated with the job) Total Team Size: 1 (span of the role i.e. self + no. of direct reports) Number of Direct Reports: 0 Number of Outsourced employees: 0 No. of active clients: NA No. of geographies: NA No. of product variants: NA 8. SKILLS AND KNOWLEDGE (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) Educational Qualifications - (Min qualification, experience, and skills required for the role and not of the incumbent) a) Qualifications Post-Graduation in Finance Working experience with Commission Payment Team Experience from Life/General Insurance Preferred a) Work Experience Commission Payout in Life Insurance Industry (Preferred) Minimum 7-8 Yrs Experience in Insurance Currently working under Finance Dept. would be preferred
SPHRAI4377
Business Development Manager - Franchsiee(B2B)- Raipur
Key Responsibilities 1. Franchisee Engagement & Client Acquisition • Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities. • Organize and manage events in premium residential societies and local communities to target HNI clients. • Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support • Drive growth for overall revenue generation for the franchisee partner. • Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth, and boost product penetration. • Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (HNIs) within the partner network and drive their engagement and growth. 3. Knowledge Transfer & Product Penetration • Promote Investment Products (IP) and Commodities by facilitating educational engagement seminars and workshops. • Coordinate with internal product teams to ensure timely knowledge dissemination and client engagement through franchisee partners. 4. Business Acumen & Relationship Management • Act as the single point of contact (SPOC) for assigned franchisee partners, ensuring consistent business development support. • Provide strategic inputs to partners on growth opportunities, portfolio enhancement, and revenue optimization. 5. Compliance, Audit & Partner Satisfaction • Ensure a high Franchisee Satisfaction Index by proactively resolving partner concerns and operational issues. • Conduct regular compliance audits and hygiene checks using standardized formats. • Work in alignment with internal policies and regulatory frameworks. ________________________________________ Key Requirements • Experience: Minimum 3+ years in field sales with a focus on broking, third-party product distribution, or wealth management (preferably with competition). • Industry Exposure: Must have experience working in Wealth Management, Broking, NBFCs, or related financial services. • Location Knowledge: Familiarity with specific Mumbai localities and the ability to operate within a 4–6 km radius. • Skills: o Strong relationship management and communication skills. o Expertise in sales strategies, financial product knowledge, and client engagement. o Self-motivated and target-oriented. o Problem-solving skills with a proactive approach to partner management. • Education: Graduate/Postgraduate in Finance, Business Administration, or related fields (preferred).
SPHDEL4376
Business Development Manager - Franchsiee(B2B) -Bhopal
Key Responsibilities 1. Franchisee Engagement & Client Acquisition • Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities. • Organize and manage events in premium residential societies and local communities to target HNI clients. • Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support • Drive growth for overall revenue generation for the franchisee partner. • Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth, and boost product penetration. • Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (HNIs) within the partner network and drive their engagement and growth. 3. Knowledge Transfer & Product Penetration • Promote Investment Products (IP) and Commodities by facilitating educational engagement seminars and workshops. • Coordinate with internal product teams to ensure timely knowledge dissemination and client engagement through franchisee partners. 4. Business Acumen & Relationship Management • Act as the single point of contact (SPOC) for assigned franchisee partners, ensuring consistent business development support. • Provide strategic inputs to partners on growth opportunities, portfolio enhancement, and revenue optimization. 5. Compliance, Audit & Partner Satisfaction • Ensure a high Franchisee Satisfaction Index by proactively resolving partner concerns and operational issues. • Conduct regular compliance audits and hygiene checks using standardized formats. • Work in alignment with internal policies and regulatory frameworks. ________________________________________ Key Requirements • Experience: Minimum 3+ years in field sales with a focus on broking, third-party product distribution, or wealth management (preferably with competition). • Industry Exposure: Must have experience working in Wealth Management, Broking, NBFCs, or related financial services. • Location Knowledge: Familiarity with specific Mumbai localities and the ability to operate within a 4–6 km radius. • Skills: o Strong relationship management and communication skills. o Expertise in sales strategies, financial product knowledge, and client engagement. o Self-motivated and target-oriented. o Problem-solving skills with a proactive approach to partner management. • Education: Graduate/Postgraduate in Finance, Business Administration, or related fields (preferred).
SPHJAB4375
Business Development Manager - Franchsiee(B2B)- Jabalpur
Key Responsibilities 1. Franchisee Engagement & Client Acquisition • Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities. • Organize and manage events in premium residential societies and local communities to target HNI clients. • Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support • Drive growth for overall revenue generation for the franchisee partner. • Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth, and boost product penetration. • Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (HNIs) within the partner network and drive their engagement and growth. 3. Knowledge Transfer & Product Penetration • Promote Investment Products (IP) and Commodities by facilitating educational engagement seminars and workshops. • Coordinate with internal product teams to ensure timely knowledge dissemination and client engagement through franchisee partners. 4. Business Acumen & Relationship Management • Act as the single point of contact (SPOC) for assigned franchisee partners, ensuring consistent business development support. • Provide strategic inputs to partners on growth opportunities, portfolio enhancement, and revenue optimization. 5. Compliance, Audit & Partner Satisfaction • Ensure a high Franchisee Satisfaction Index by proactively resolving partner concerns and operational issues. • Conduct regular compliance audits and hygiene checks using standardized formats. • Work in alignment with internal policies and regulatory frameworks. ________________________________________ Key Requirements • Experience: Minimum 3+ years in field sales with a focus on broking, third-party product distribution, or wealth management (preferably with competition). • Industry Exposure: Must have experience working in Wealth Management, Broking, NBFCs, or related financial services. • Location Knowledge: Familiarity with specific Mumbai localities and the ability to operate within a 4–6 km radius. • Skills: o Strong relationship management and communication skills. o Expertise in sales strategies, financial product knowledge, and client engagement. o Self-motivated and target-oriented. o Problem-solving skills with a proactive approach to partner management. • Education: Graduate/Postgraduate in Finance, Business Administration, or related fields (preferred).
SPHDEL4374
Business Development Manager - Franchsiee(B2B) -Delhi
Key Responsibilities 1. Franchisee Engagement & Client Acquisition • Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities. • Organize and manage events in premium residential societies and local communities to target HNI clients. • Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support • Drive growth for overall revenue generation for the franchisee partner. • Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth, and boost product penetration. • Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (HNIs) within the partner network and drive their engagement and growth. 3. Knowledge Transfer & Product Penetration • Promote Investment Products (IP) and Commodities by facilitating educational engagement seminars and workshops. • Coordinate with internal product teams to ensure timely knowledge dissemination and client engagement through franchisee partners. 4. Business Acumen & Relationship Management • Act as the single point of contact (SPOC) for assigned franchisee partners, ensuring consistent business development support. • Provide strategic inputs to partners on growth opportunities, portfolio enhancement, and revenue optimization. 5. Compliance, Audit & Partner Satisfaction • Ensure a high Franchisee Satisfaction Index by proactively resolving partner concerns and operational issues. • Conduct regular compliance audits and hygiene checks using standardized formats. • Work in alignment with internal policies and regulatory frameworks. ________________________________________ Key Requirements • Experience: Minimum 3+ years in field sales with a focus on broking, third-party product distribution, or wealth management (preferably with competition). • Industry Exposure: Must have experience working in Wealth Management, Broking, NBFCs, or related financial services. • Location Knowledge: Familiarity with specific Mumbai localities and the ability to operate within a 4–6 km radius. • Skills: o Strong relationship management and communication skills. o Expertise in sales strategies, financial product knowledge, and client engagement. o Self-motivated and target-oriented. o Problem-solving skills with a proactive approach to partner management. • Education: Graduate/Postgraduate in Finance, Business Administration, or related fields (preferred).
SPHBAR4373
Territory Manager-Franchsiee(B2B)- Bareilly
Job Purpose Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. Managing the existing mapped franchisee his territory and ensure the Business Development of all the existing franchisee. Business conversion of all the newly acquired franchisee. Key Deliverables 1. Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. 2. Managing the existing mapped franchisee his territory and ensure the Business 3. Development of all the existing franchisee. 4. Business conversion of all the newly acquired franchisee. 5. Cross – selling of investment products. 6. Follow up with the advisor to understand the revenue progress of franchisee, joint franchisee meetings of advisor along with TM/RFM 7. For coordinating the franchisee compliance of Internal /Regulatory Audit query. 8. For compliance of statutory requirements. 9. Co-ordinating for all the old franchisee related issues, limits, Brokerage payout, account opening, charges, debits & escalations 10. Co-ordinating for New Franchisee Operational training & ensure proper & timely training are given to all the new franchisee 11. For ensuring superior customer experience including smooth administrative activities like client activation, welcome kit etc Role Requirements o Educational Qualifications: Graduate/Post Graduate/ MBA Marketing o Additional Certification: NISM o Prior Experience: 1+ years in broking business or BFSI Sales. o Domain Knowledge: Knowledge of broking, Capital Markets, Banking. o IT Skill: MS Office, Internet etc. o Must have good communication and should be aggressive and passionate about market
SPHLUC4372
Territory Manager -Franchsiee(B2B) - Lucknow
Job Purpose Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. Managing the existing mapped franchisee his territory and ensure the Business Development of all the existing franchisee. Business conversion of all the newly acquired franchisee. Key Deliverables 1. Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. 2. Managing the existing mapped franchisee his territory and ensure the Business 3. Development of all the existing franchisee. 4. Business conversion of all the newly acquired franchisee. 5. Cross – selling of investment products. 6. Follow up with the advisor to understand the revenue progress of franchisee, joint franchisee meetings of advisor along with TM/RFM 7. For coordinating the franchisee compliance of Internal /Regulatory Audit query. 8. For compliance of statutory requirements. 9. Co-ordinating for all the old franchisee related issues, limits, Brokerage payout, account opening, charges, debits & escalations 10. Co-ordinating for New Franchisee Operational training & ensure proper & timely training are given to all the new franchisee 11. For ensuring superior customer experience including smooth administrative activities like client activation, welcome kit etc Role Requirements o Educational Qualifications: Graduate/Post Graduate/ MBA Marketing o Additional Certification: NISM o Prior Experience: 1+ years in broking business or BFSI Sales. o Domain Knowledge: Knowledge of broking, Capital Markets, Banking. o IT Skill: MS Office, Internet etc. o Must have good communication and should be aggressive and passionate about market
SPHBHO4371
Territory Manager -Franchsiee(B2B) - Bhopal
Job Purpose Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. Managing the existing mapped franchisee his territory and ensure the Business Development of all the existing franchisee. Business conversion of all the newly acquired franchisee. Key Deliverables 1. Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. 2. Managing the existing mapped franchisee his territory and ensure the Business 3. Development of all the existing franchisee. 4. Business conversion of all the newly acquired franchisee. 5. Cross – selling of investment products. 6. Follow up with the advisor to understand the revenue progress of franchisee, joint franchisee meetings of advisor along with TM/RFM 7. For coordinating the franchisee compliance of Internal /Regulatory Audit query. 8. For compliance of statutory requirements. 9. Co-ordinating for all the old franchisee related issues, limits, Brokerage payout, account opening, charges, debits & escalations 10. Co-ordinating for New Franchisee Operational training & ensure proper & timely training are given to all the new franchisee 11. For ensuring superior customer experience including smooth administrative activities like client activation, welcome kit etc Role Requirements o Educational Qualifications: Graduate/Post Graduate/ MBA Marketing o Additional Certification: NISM o Prior Experience: 1+ years in broking business or BFSI Sales. o Domain Knowledge: Knowledge of broking, Capital Markets, Banking. o IT Skill: MS Office, Internet etc. o Must have good communication and should be aggressive and passionate about market
SPHRAI4370
Territory Manager -Franchsiee(B2B) - Raipur
Job Purpose Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. Managing the existing mapped franchisee his territory and ensure the Business Development of all the existing franchisee. Business conversion of all the newly acquired franchisee. Key Deliverables 1. Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. 2. Managing the existing mapped franchisee his territory and ensure the Business 3. Development of all the existing franchisee. 4. Business conversion of all the newly acquired franchisee. 5. Cross – selling of investment products. 6. Follow up with the advisor to understand the revenue progress of franchisee, joint franchisee meetings of advisor along with TM/RFM 7. For coordinating the franchisee compliance of Internal /Regulatory Audit query. 8. For compliance of statutory requirements. 9. Co-ordinating for all the old franchisee related issues, limits, Brokerage payout, account opening, charges, debits & escalations 10. Co-ordinating for New Franchisee Operational training & ensure proper & timely training are given to all the new franchisee 11. For ensuring superior customer experience including smooth administrative activities like client activation, welcome kit etc Role Requirements o Educational Qualifications: Graduate/Post Graduate/ MBA Marketing o Additional Certification: NISM o Prior Experience: 1+ years in broking business or BFSI Sales. o Domain Knowledge: Knowledge of broking, Capital Markets, Banking. o IT Skill: MS Office, Internet etc. o Must have good communication and should be aggressive and passionate about market
SPHDEL4369
Territory Manager -Franchsiee(B2B) - Delhi
Job Purpose Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. Managing the existing mapped franchisee his territory and ensure the Business Development of all the existing franchisee. Business conversion of all the newly acquired franchisee. Key Deliverables 1. Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. 2. Managing the existing mapped franchisee his territory and ensure the Business 3. Development of all the existing franchisee. 4. Business conversion of all the newly acquired franchisee. 5. Cross – selling of investment products. 6. Follow up with the advisor to understand the revenue progress of franchisee, joint franchisee meetings of advisor along with TM/RFM 7. For coordinating the franchisee compliance of Internal /Regulatory Audit query. 8. For compliance of statutory requirements. 9. Co-ordinating for all the old franchisee related issues, limits, Brokerage payout, account opening, charges, debits & escalations 10. Co-ordinating for New Franchisee Operational training & ensure proper & timely training are given to all the new franchisee 11. For ensuring superior customer experience including smooth administrative activities like client activation, welcome kit etc Role Requirements o Educational Qualifications: Graduate/Post Graduate/ MBA Marketing o Additional Certification: NISM o Prior Experience: 1+ years in broking business or BFSI Sales. o Domain Knowledge: Knowledge of broking, Capital Markets, Banking. o IT Skill: MS Office, Internet etc. o Must have good communication and should be aggressive and passionate about market
SPHCHA4368
IP Area Manager - Franchsiee(B2B) - Chandigarh
JOB SPECIFICATIONS REQUIRED: 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
SPHLUD4367
IP Area Manager - Franchsiee(B2B) - Ludhiana
JOB SPECIFICATIONS REQUIRED: 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
SPHGUR4366
IP Area Manager - Franchsiee(B2B)- Gurgaon
JOB SPECIFICATIONS REQUIRED: 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
SPHNOI4365
IP Area Manager -Franchsiee(B2B)- Noida
JOB SPECIFICATIONS REQUIRED: 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
SPHMUM4364
Policy Manager - Mumbai
Job Description ( Role ) • Creating location, product, customer profile specific policies and upload / dissemination of the same • Pointing out issues, opportunities and suggesting corrective actions to build a quality portfolio • Suggesting modifications to credit policies based on data backed analysis • Maintaining, Record keeping and periodic review of the policies in accordance with the portfolio study • Participating in monthly / quarterly reviews – leading all studies and presentations for the same • Undertaking detailed portfolio performance analysis and highlighting any adverse trends to management • Closely monitoring first time bounce, non-starters, infant delinquency of the new amends / policies • Tracking the business impact and portfolio health of new policies / products and amends • Tracking quota / sub-quota branch / geography wise for new policies / products and amends • Undertaking studies to track performance and liaising with stakeholders (Sales, Credit and Collections) to follow through on corrective and preventive actions to improve portfolio quality. • Other policy related actionable Skills • Knowledge of policies and products in mortgage lending including competition knowledge of similar products • Ability to create location and product specific policies as well as record keeping • Ability to create executive summary of changes done in a particular period • Willing to travel to various locations to identify location specific property, economic, customer profile/ vocation dynamics and propose specific products • Strong understanding of key risk return metrics in the lending business • Strong analytical skills – able to draw meaningful conclusions from large data sets • Strong presentation and communication skills – ability to present complex analysis in a simple way for management consumption • Working knowledge of statistics preferred • High proficiency in the use of Microsoft Excel and Microsoft PowerPoint • Good stakeholder management skills
SPHDEL4363
IP Area Manager - Franchsiee(B2B) - Delhi
JOB SPECIFICATIONS REQUIRED: 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
SPHDEL4362
Regional Manager - Business Development – Passive - Delhi
1) Job Purpose: This role is responsible to drive Passive (ETF & Index) across all sales channels at respective regional level. Dimensions Remarks 1 Drive Passive (ETF & Index) sales in the given location. Continuously coordinate with Regional Heads, Center Heads & RMs to push Passive drive in the respective zones. Train RMs for passive market share. 2 Track & report Passive performance (MIS, dashboards) Maintain micro level MIS for respective Zone. 3 Increase in AUM/market share Execute HO Vision & product wise strategies at zonal level. 4 Strategic Alliances 1. Tie up with existing distributors. Identify new age distribution models and recruit them for passive fund. 2. Conduct Event, training workshops. Organization Context Established in 1994, Aditya Birla Sun Life Asset Management Company, (ABSLAMC) is a joint venture between Aditya Birla Group and Sunlife Financial Inc., a leading international financial services company in Canada. ABSLAMC is a fund manager for Birla Sunlife Mutual Funds and currently ranks as the third largest fund Management houses in India with a total Average AUM base of over INR 2 Lakh 47 Thousand crores (as on March 2018). Out of the 43 fund houses in the country, ABSLAMC ranked 1st in Fixed Income AUM and 5th in Equity AUM category respectively. As of March 2018, the Average AUM market Share of the organisation was approx 10.75%. The company grew its investor client base by 44% to about 5.2 Mn from 3.6 Mn from the previous year, thereby bagging a second position in this category. Distribution Network: ABSLAMC has a footprint in more than 250 locations across the country with approx 68000 IFAs, 210 National Distributors & 40 banking partnership. ABSLAMC also has its offshore presence through its rep offices in Singapore, Dubai & Mauritius. The employees’ strength of ABSLAMC is approx. 1350 employees (On rolls and Associates as on November 2017). ABSLAMC has a customer base of approx. over 5.2 million customers as on March 2018 with total gross sales of approx. 19 lac crores ABSLAMC offers investors a range of comprehensive investment options, which includes diversified and sector specific equity schemes, hybrid funds and a wide range of debt and treasury products. Its offerings also include Portfolio advisory services for High Net worth individuals as well as offshore funds for Non Resident Indians. There are approx. 119 schemes managed by the organisation as on March 2018. The Company follows a long – term, fundamental research based approach to investment and thrives to provide a transparent and ethical services to its investors. One of the key challenges for ABSLAMC has been to maintain a balance between moving with dynamic and constantly changing regulatory norms of the country and maintaining growth and profitability in the extremely competitive market. And some of key strengths of the organization that have helped it to sustain and grow are: • Focus on Technology – The organization has been in the forefront in implementing technological innovation to foster innovation and also to improve efficiency for its stakeholders, whether it is employees, clients or distributors • 5) Job Purpose of Direct Reports: NA 6) Relationships: Relationship Type Frequency Nature Internal MIS Daily To review our target & align all sales vertical with the progress Operations Daily Assist ops team on deal execution/distributor enrollment External Business Development Daily Drive net incremental AUM, coordination with various sales team, branch level meetings, distributor/partner meetings new products introduction, liaising in setting up transaction platform & operational flow, Brokerage discussion.
SPHDEL4361
Senior Relationship Manager – Institutional channel - Delhi
1) Job Purpose: To drive and manage institutional business across Corporates, PSUs, Treasuries, Trusts, Family Offices, and Financial Institutions in the assigned region. The role is responsible for acquiring new institutional clients, deepening wallet share of existing accounts, and maximizing Net Inflows / Average AUM across Liquid, Ultra-Short, Fixed Income, Active Equity, and Passive/ETF institutional mandates. # Dimensions Remarks 1 Drive Institutional Sales & Net Inflows Acquire and manage large Corporate Treasuries, PSUs, Banks, and Trusts across Delhi/NCR. Promote debt, equity, and passive institutional product offerings. 2 AUM & Wallet Share Expansion Maximize Average AUM and expand market share across institutional clients by pitching tailored liquidity and long-term treasury management solutions. 3 Client Servicing & Market Intelligence Regularly engage with Treasurers, CFOs, and Investment Committees; provide macroeconomic updates, yield curves, portfolio valuations, and market commentary. 4 Tracking & MIS Governance Maintain micro-level MIS on daily/monthly inflows, outflows, client mandates, and pipeline conversions using CRM tools. Key Challenges for the Role: • Managing High-Ticket Inflows & Redemptions: Balancing large ticket size movements (especially in Liquid and Overnight funds) while ensuring stickiness of core institutional AUM. • Corporate Treasury Penetration: Overcoming competitive yields and establishing institutional trust to empanel ABSLAMC with new Large-Cap Corporates, MNCs, and PSUs. • Macro & Regulatory Navigation: Articulating complex macroeconomic trends, yield movements, credit ratings, and SEBI/RBI regulatory norms clearly to institutional decision-makers. • Cross-Functional Turnaround Times: Coordinating closely with Fund Management, Fixed Income Credit Teams, Operations, and Compliance for rapid customized term sheets, deal execution, and reporting. 3) Principal Accountabilities: Accountability Supporting Actions Institutional Business Development & Acquisition • Map institutional client universe (Corporates, PSUs, Trusts, Endowments, Family Offices) across the Delhi/NCR region. • Secure formal AMC empanelment with corporate investment committees. • Pitch appropriate product solutions across Cash Management (Liquid/Overnight), Fixed Income/Duration Funds, and Institutional Equity/ETFs. Portfolio Retention & Wallet Share Growth • Act as the primary relationship owner for designated corporate treasuries. • Track maturity profiles, cash flow cycles, and corporate treasury surplus to capture repeat subscription opportunities. • Deepen client relationships with CFOs, Treasury Heads, and Finance Controllers. Operational & Transactional Execution • Liaise with the Operations and Custody teams to ensure smooth and accurate deal processing, cut-off adherence, and instant transaction confirmations. • Address client operational queries regarding KYC/CKYC, statements of accounts, valuation reports, and audit certificates. Macro Updates & Product Advisory • Work closely with Fund Managers, CIOs, and Credit Research analysts to structure and present market outlooks, credit rationale, and portfolio health updates to institutional clients. • Conduct customized boardroom presentations for treasury teams.
SPHMUM4360
Group Leader PCG Wealth - Mumbai
The Group Leader – PCG Wealth is responsible for leading a team to acquire, manage, and expand relationships with HNI and Ultra-HNI clients under the Private Client Group. The role focuses on delivering customized equity advisory, enhancing portfolio performance, and maximizing wallet share while ensuring full compliance, superior client engagement, and consistent revenue growth. Key Deliverables P&L Management: Ensure effective maintenance and growth of the team’s Profit & Loss (P&L) while meeting financial objectives. New Client Acquisition: Responsible for hiring, training, and developing team members to drive consistent acquisition and business growth. Coordination with Cross-Functional Teams: Ensure smooth collaboration with Operations, Compliance, Product, Risk, and other internal departments to facilitate seamless client onboarding, service delivery, and timely resolution of issues. Compliance & Surveillance: Conduct regular checks to ensure adherence to compliance, regulatory guidelines, and internal surveillance requirements. Team Leadership: Perform daily team reviews, performance monitoring, and provide ongoing guidance to drive productivity. Client Meetings: Ensure a minimum of three client meetings per day to strengthen engagement and improve portfolio outcomes. Joint Calls: Conduct joint calls with Relationship Managers (RMs) and team members to support client servicing and conversions. Role Requirements Education: Postgraduate degree in Finance or related fields. Experience: 8+ years of experience into Banking and Wealth Product Sales Proven experience in Wealth Management, PCG (Private Client Group), Equity Advisory, or related financial domains. Strong understanding of equity markets, investment products, and advisory processes. Demonstrated expertise in HNI client management and portfolio handling. Ability to drive P&L, team performance, and revenue growth. Strong knowledge of compliance norms, risk controls, and regulatory standards. Excellent communication, leadership, and stakeholder management skills. Ability to manage daily reviews, client meetings, and collaborative calls efficiently.
SPHMUM4359
PCG Wealth Manager - Mumbai
To acquire, manage, and grow relationships with high-net-worth (HNI/Ultra-HNI) clients under the Private Client Group. The role focuses on delivering personalized wealth management solutions, deepening wallet share, and ensuring a superior client experience with complete compliance and portfolio performance. Key Deliverables HNI/UHNI Client Acquisition: Identify prospective clients, convert high-value leads, and expand the PCG portfolio through strategic sourcing. Relationship Management: Build strong, long-term relationships with premium clients through continuous engagement and exceptional service delivery. Investment Advisory: Offer well-researched, customized financial planning across Mutual Funds, PMS, AIF, Bonds, Insurance, and Alternate Investment products. Portfolio Reviews: Conduct periodic portfolio performance assessments, risk profiling updates, and strategic reallocations based on market trends. AUM Growth & Cross-Sell: Drive asset growth, revenue generation, and penetration of wealth solutions to maximize wallet share. Client Onboarding & Documentation: Ensure seamless onboarding, complete KYC compliance, and accurate documentation in line with regulatory norms. Market Intelligence: Stay informed of market movements, product changes, and economic developments to deliver proactive insights to clients. Internal Collaboration: Work with Research, Investment Product, Operations, and Customer Support teams to ensure best-in-class advisory and service. Risk & Compliance: Maintain strict adherence to SEBI/RBI/IRDA guidelines, internal audit norms, and risk management frameworks. Client Retention: Execute retention strategies through superior service, timely query resolution, and consistent engagement. Role Requirements Education: Postgraduate degree in Finance or related fields. Experience: o 5+ years of experience in Wealth Management / PCG / HNI Sales roles within BFSI. Skills & Competencies: o Strong product knowledge across Mutual Funds, PMS, AIF, Bonds, Equity, Insurance, and Alternate Investments. o Proven track record in HNI client acquisition and managed asset growth. o Excellent communication, relationship-building, and negotiation skills. o Certifications such as NISM, CFP, or similar are an added advantage. Why Join Us? Join a high-growth PCG Team where you work with premium HNI/UHNI clients and gain access to advanced, research-backed investment solutions. Benefit from strong brand support, cutting-edge platforms, and a transparent, performance-driven incentive structure. Grow your career with continuous learning, mentorship, and accelerated AUM-building opportunities.
SPHPUN4358
SM Direct Informal Pune Kharadi
Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHKAL4357
SM Direct-Informal-Kalyan
Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHCAK4356
SM Direct-Retail-Chakan
Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHVAS4355
SM DSA-Retail-Nashik
Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHVAS4354
SM Direct -Retail-Vasai
Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHBOR4353
SM Direct -Retail-Borivali
Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHPAN4352
SM Direct -Retail-Panvel
Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHDEL4351
Relationship Manager - Retail Sales - Direct HNI (Connaught Place)
Key Result Areas Supporting Actions Business Management and achieving the set target o Drive the business by targeting HNI Clients. o Build a strong connect with target audience for maximizing the mind share and market share. o Synergize with all relevant verticals for achieving the desired objective. o Work on customized solution by offering Combo products. Build strong Client Relationship o Maintain excellent relationship with existing clients and expansion of key clients o Ensuring high volume of business in the given location/segment to achieve the desired gross sales. o Develop and maintain key new client base. Compliance on all regulatory rules o Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements o Ensure all SEBI/AMFI rules and regulations are strictly complied. Create a Strong mind Recall for ABSLAMC o Organize meetings with Fund manager/CEOs and Head of Sales. o Disseminates updates and other product related information in timely manner o Push for reference of their relatives and social circle. o Be the wealth one stop solution for investor for all investment related Needs. Absolute Gross Sales- Equity (20%) Absolute Gross Sales- Debt & Liquid (20%) Net sales in Alternate products (20%) Re-activation of Clients (20%) NCA/Activities/Engagements (20%) o Incumbent will be on variable pay scheme (Bonus)
SPHJOD4349
Relationship Manager - Retail - Jodhpur
Key Responsibilities 1. Business Development & Target Achievement Drive retail business in the assigned geography/market and achieve defined sales targets. Acquire new retail investors and expand the existing customer base. Increase business through SIPs, lump-sum investments, and other suitable investment solutions. Identify opportunities for cross-selling and up-selling across the product portfolio. Drive higher market share and business volumes in the assigned territory. 2. Client Relationship Management Build and maintain strong relationships with existing retail investors. Understand customer investment requirements and provide suitable product solutions. Ensure regular engagement with clients for business retention and growth. Reactivate dormant/inactive investors and generate repeat business. Generate references and develop new client relationships through existing networks. 3. Market & Business Development Identify new business opportunities within the assigned market. Conduct investor meetings, awareness sessions and customer engagement activities. Work closely with internal teams and distribution partners to maximize business opportunities. Develop strong market connect and create greater mind share for the brand. 4. Product & Investment Solutions Develop strong knowledge of mutual fund products, market trends and investment solutions. Present appropriate product solutions based on customer requirements and risk profile. Promote SIP, equity, debt, liquid and other relevant investment products. Provide customized solutions and leverage the wider product ecosystem wherever applicable. 5. Customer Service & Compliance Ensure high standards of customer service and investor experience. Adhere strictly to SEBI, AMFI and internal compliance requirements. Ensure all sales and client engagement activities are conducted in accordance with regulatory guidelines. Maintain accurate customer and business-related records. Ideal Candidate Profile Experience in Retail Sales / Retail Banking / Mutual Funds / AMC / Wealth Management / Broking / Financial Services. Strong understanding of investment products and retail customer behaviour. Proven track record of achieving sales/business targets. Strong relationship management and customer acquisition skills. Good communication, negotiation and networking abilities. Target-oriented, proactive and comfortable working in a business-driven environment
SPHRAJ4348
Relationship Manager - Retail - Ajmer
Key Responsibilities 1. Business Development & Target Achievement Drive retail business in the assigned geography/market and achieve defined sales targets. Acquire new retail investors and expand the existing customer base. Increase business through SIPs, lump-sum investments, and other suitable investment solutions. Identify opportunities for cross-selling and up-selling across the product portfolio. Drive higher market share and business volumes in the assigned territory. 2. Client Relationship Management Build and maintain strong relationships with existing retail investors. Understand customer investment requirements and provide suitable product solutions. Ensure regular engagement with clients for business retention and growth. Reactivate dormant/inactive investors and generate repeat business. Generate references and develop new client relationships through existing networks. 3. Market & Business Development Identify new business opportunities within the assigned market. Conduct investor meetings, awareness sessions and customer engagement activities. Work closely with internal teams and distribution partners to maximize business opportunities. Develop strong market connect and create greater mind share for the brand. 4. Product & Investment Solutions Develop strong knowledge of mutual fund products, market trends and investment solutions. Present appropriate product solutions based on customer requirements and risk profile. Promote SIP, equity, debt, liquid and other relevant investment products. Provide customized solutions and leverage the wider product ecosystem wherever applicable. 5. Customer Service & Compliance Ensure high standards of customer service and investor experience. Adhere strictly to SEBI, AMFI and internal compliance requirements. Ensure all sales and client engagement activities are conducted in accordance with regulatory guidelines. Maintain accurate customer and business-related records. Ideal Candidate Profile Experience in Retail Sales / Retail Banking / Mutual Funds / AMC / Wealth Management / Broking / Financial Services. Strong understanding of investment products and retail customer behaviour. Proven track record of achieving sales/business targets. Strong relationship management and customer acquisition skills. Good communication, negotiation and networking abilities. Target-oriented, proactive and comfortable working in a business-driven environment
SPHALW4347
Branch Manager - Retail - Alwar
Key Responsibilities 1. Business Development & Target Achievement Drive retail business in the assigned geography/market and achieve defined sales targets. Acquire new retail investors and expand the existing customer base. Increase business through SIPs, lump-sum investments, and other suitable investment solutions. Identify opportunities for cross-selling and up-selling across the product portfolio. Drive higher market share and business volumes in the assigned territory. 2. Client Relationship Management Build and maintain strong relationships with existing retail investors. Understand customer investment requirements and provide suitable product solutions. Ensure regular engagement with clients for business retention and growth. Reactivate dormant/inactive investors and generate repeat business. Generate references and develop new client relationships through existing networks. 3. Market & Business Development Identify new business opportunities within the assigned market. Conduct investor meetings, awareness sessions and customer engagement activities. Work closely with internal teams and distribution partners to maximize business opportunities. Develop strong market connect and create greater mind share for the brand. 4. Product & Investment Solutions Develop strong knowledge of mutual fund products, market trends and investment solutions. Present appropriate product solutions based on customer requirements and risk profile. Promote SIP, equity, debt, liquid and other relevant investment products. Provide customized solutions and leverage the wider product ecosystem wherever applicable. 5. Customer Service & Compliance Ensure high standards of customer service and investor experience. Adhere strictly to SEBI, AMFI and internal compliance requirements. Ensure all sales and client engagement activities are conducted in accordance with regulatory guidelines. Maintain accurate customer and business-related records. Ideal Candidate Profile Experience in Retail Sales / Retail Banking / Mutual Funds / AMC / Wealth Management / Broking / Financial Services. Strong understanding of investment products and retail customer behaviour. Proven track record of achieving sales/business targets. Strong relationship management and customer acquisition skills. Good communication, negotiation and networking abilities. Target-oriented, proactive and comfortable working in a business-driven environment
SPHJAI4346
Relationship Manager - Retail - Jaipur
Key Responsibilities 1. Business Development & Target Achievement Drive retail business in the assigned geography/market and achieve defined sales targets. Acquire new retail investors and expand the existing customer base. Increase business through SIPs, lump-sum investments, and other suitable investment solutions. Identify opportunities for cross-selling and up-selling across the product portfolio. Drive higher market share and business volumes in the assigned territory. 2. Client Relationship Management Build and maintain strong relationships with existing retail investors. Understand customer investment requirements and provide suitable product solutions. Ensure regular engagement with clients for business retention and growth. Reactivate dormant/inactive investors and generate repeat business. Generate references and develop new client relationships through existing networks. 3. Market & Business Development Identify new business opportunities within the assigned market. Conduct investor meetings, awareness sessions and customer engagement activities. Work closely with internal teams and distribution partners to maximize business opportunities. Develop strong market connect and create greater mind share for the brand. 4. Product & Investment Solutions Develop strong knowledge of mutual fund products, market trends and investment solutions. Present appropriate product solutions based on customer requirements and risk profile. Promote SIP, equity, debt, liquid and other relevant investment products. Provide customized solutions and leverage the wider product ecosystem wherever applicable. 5. Customer Service & Compliance Ensure high standards of customer service and investor experience. Adhere strictly to SEBI, AMFI and internal compliance requirements. Ensure all sales and client engagement activities are conducted in accordance with regulatory guidelines. Maintain accurate customer and business-related records. Ideal Candidate Profile Experience in Retail Sales / Retail Banking / Mutual Funds / AMC / Wealth Management / Broking / Financial Services. Strong understanding of investment products and retail customer behaviour. Proven track record of achieving sales/business targets. Strong relationship management and customer acquisition skills. Good communication, negotiation and networking abilities. Target-oriented, proactive and comfortable working in a business-driven environment
SPHAHM4345
CSM/TSM – Ahmedabad
We are seeking an experienced and result-driven TSM/CSM – Affordable Home Loans (Sales) to lead and expand our affordable housing finance business across the state, with base operations in Bhavnagar. The role involves driving sales strategy, managing regional teams, building distribution networks, and ensuring portfolio quality while achieving business targets. ________________________________________ Key Responsibilities Business Growth & Strategy • Develop and execute state-level sales strategy for affordable home loans. • Drive disbursement targets and ensure sustainable portfolio growth. • Identify new markets and expansion opportunities across urban and semi-urban locations. • Monitor competition and market trends to refine business plans. Sales & Distribution Management • Build and manage a strong DSA/channel partner network. • Strengthen relationships with real estate developers and connectors. • Oversee branch sales performance and productivity metrics. • Ensure geographic penetration in affordable housing segments. Team Leadership • Recruit, train, and mentor Regional/Cluster Managers and sales teams. • Set KRAs, monitor performance, and drive accountability. • Foster a high-performance, target-driven sales culture. Portfolio & Risk Management • Ensure quality sourcing with focus on delinquency control. • Work closely with credit and operations teams for smooth processing and disbursement. • Maintain compliance with regulatory and company policies. Stakeholder Management • Coordinate with credit, legal, operations, and collections teams. • Represent the organization in key business forums and industry meetings.
SPHMUM4344
Investment Risk - Prabhadevi IB
KRAs Actionable Items Risk Management Monitoring risk management guidelines and risk appetite framework for schemes; Ensure daily management of risk and necessary reporting relating to Investment risk of all scheme(s) such as market Risk, liquidity Risk, credit risk etc. Review and provide recommendations for changes to the Investment and other policies related to Investments function Ensure investment policies are aligned to the investment objectives as documented in the Scheme Information Document (“SID”) Formulate, review and implement a framework for Investments o Updation / modification in the equity or debt investment universe o Updation in internal investment limits; o Provide relevant information to CRO regarding the risk reports o Quantitative risk analysis o Review portfolio concentration and take necessary actions to make adjustments to the portfolios o Monitoring risk appetite within the potential risk class of the respective schemes o Assessment of the governance risk of the issuer o Assessing and monitoring risks of investing in multiple markets o Maintenance of all relevant documents and disclosures with regard to the debt and money market instruments before finalizing the deal Ensure periodic reviews and monitoring o Activities performed by fund managers with respect to risks identification, risk management, reporting and corrective actions. o Review and approve the changes to the risk appetite within the potential risk class of the respective schemes o Exceptions / breaches to the Investment limits and identify and implement corrective actions. o Implementation of controls around dealing room such as – - non usage of mobile phones - dedicated recorded lines - restricted internet access - handling of information o Ensure adequate due diligence are conducted and documented during inter-scheme transfers Reporting & Monitoring Investment Risk o Monitor exceptions identified on review of the regular risk management activities o Ensure that fund managers and dealers comply with Code of Conduct as per Schedule V B of Mutual Fund Regulations. o Report the key risk identified and corrective actions taken to the CEO and CRO. o Define the responsibilities of the Fund Managers.
SPHMUM4343
QA Tester - Retail
Roles and Responsibilities: 1. Who will understand the process flow and take business requirement and functional requirements related to OMS, Exchange functions, Adapters, Exchange APIs, and Retail trading platform features of investor client trading (Mobile/ Web trading/ TWS trading) and CTCL trading, order placements, advanced order such as Bracket order, SOR, Cover order, GTT, OCO etc 2. Take descriptive BRS’s for deliverables and feature sets from BA Team, Write the test scenario’s, test cases and execute them and give sign off on the release. 3. Work closely with developers, functional analysts to understand the business requirements and create test cases for the features/ requirements. 4. Understands SEBI/Exchange compliance requirements and facilitate in implementations of the same. 5. To create the test plans, write the test cases, and execute manual tests for functional accuracy and automation scripts for high-frequency trading scenarios, create traceability matrix, Bug management. 6. Ensuring correct behaviour of Test cases execution. 7. Maintaining Test Plan Report, Test Case Execution Report, Defect or Bug Report, Regression Report, Test summary report. 8. closely work to identify the dependencies and Task required to bring an end-to-end Product development life cycle and the client Go live. Tasks • Work with customer proposition, product, and technology and testing teams to understand product requirements. • Understand the exchange compliance and regulations • Understand the existing features of the product • Produce functional test scenario’s that are clear and easy to understand • Document the workflows and use cases as required. • High quality documentation for the development teams to execute on and is thoroughly tested to meet the business requirement. • Review Testcase and signoff • User acceptance test and sign off • Facilitate, understand and contribute to technical discussions. • Support development - i.e. handover, answer questions, supervise what is delivered. • Manage a JIRA backlog if any or document them on confluence. Required Skills/Experience: • Ability and willingness to work through detail, including where required, data mappings. • Excellent communication skills – verbal and written. • Ability to rapidly learn new business domains. • Requirements elicitation and documentation. • Require 4 years of minimum industry experience for junior role. • Require 8-10 years of industry experience for senior role. • Knowledge of Agile methodologies. • Understanding of financial markets and Capital markets – Equity,Derivatives,Currency,Commodity – NSE,BSE,MCX,NCDEX • Latest exchange compliance – SEBI Rules etc. • Domain knowledge of Exchange functioning, Trading ,Order matching • Retail features (BO,CO, normal, Spread, GTD, GTC,EQ SIP, Basket order,GTT etc,) & Retail platforms like Investor EXE,WEB, Mobile platforms, • Trading BOD/EOD activities, integration with NSCCL/ICCL , NSDL/CDSL,Banks , PG , Exchange API’s • Word, PDF, Excel, UML charts, flow diagrams, JIRA ,Confluence
SPHPIM4342
Sales Manager (SM) --Pune Pimpri - Retails
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.
SPHPUN4341
Sales Manager (SM) Direct - Pune Katraj - Informal
Own the store’s sales numbers and smash monthly targets ???? Lead the front-end sales team and keep the energy high on the floor Drive walk-ins, conversions, UPT & ATV Ensure top-notch customer experience and handle complaints smartly Plan daily sales actions, incentives, and team motivation Keep VM, store hygiene, and brand standards on point Manage stock, replenishment, and shrinkage control Coordinate with HO for reports, promos, and campaigns What we’re looking for: 2–6 years of retail experience (fashion/lifestyle preferred) Proven sales leadership experience as SM / ASM / Sales Manager Strong communication and people management skills Target-driven mindset with good number sense Comfortable with weekends, shifts, and peak sale days Why this role: High-impact, sales-driven role Scope to grow fast with performance Work in a dynamic retail environment
SPHCHE4340
RM Retail - Chennai
Job Purpose The Relationship Manager will drive gross and net sales across Mutual Funds, PMS, and AIF categories by managing and activating IFA and ND partners. The core focus is on increasing market share, generating long-term business, and strengthening engagement with high-potential distributors. Key Deliverables o Achieve gross and net sales targets across MF, PMS, and AIF categories. o Drive market share growth within the assigned territory. o Activate and engage dream buyers / high-potential IFAs & NDs to maximise business contribution. o Strengthen relationships with active and high-volume partners to ensure consistent AUM flow. o Conduct regular meetings to provide product insights, resolve queries, and support business conversions. o Ensure consistent activation of dormant/low-engaged partners to improve productivity. o Execute distributor training, joint calls, and investor meetings to support business growth. o Track competitor strategies, market updates, and share insights with management. o Maintain accurate data on sales activities, funnel updates, and channel performance. o Ensure adherence to regulatory norms and internal compliance standards. Role Requirements o Education: MBA/PGDM with specialisation in Finance & Marketing. o Experience: 5–8 years of experience in sales within the AMC industry. o Certificate: NISM XXIA & VA is must as per the regulatory requirement. Key Attributes o Self-motivated and results-driven. o Ability to work collaboratively with cross-functional teams. o Strong networking, Communication and negotiation skills.
SPHBAN4339
RM Retail (IFS, NDS) - Bangalore
Job Purpose The Relationship Manager will drive gross and net sales across Mutual Funds, PMS, and AIF categories by managing and activating IFA and ND partners. The core focus is on increasing market share, generating long-term business, and strengthening engagement with high-potential distributors. Key Deliverables o Achieve gross and net sales targets across MF, PMS, and AIF categories. o Drive market share growth within the assigned territory. o Activate and engage dream buyers / high-potential IFAs & NDs to maximise business contribution. o Strengthen relationships with active and high-volume partners to ensure consistent AUM flow. o Conduct regular meetings to provide product insights, resolve queries, and support business conversions. o Ensure consistent activation of dormant/low-engaged partners to improve productivity. o Execute distributor training, joint calls, and investor meetings to support business growth. o Track competitor strategies, market updates, and share insights with management. o Maintain accurate data on sales activities, funnel updates, and channel performance. o Ensure adherence to regulatory norms and internal compliance standards. Role Requirements o Education: MBA/PGDM with specialisation in Finance & Marketing. o Experience: 5–8 years of experience in sales within the AMC industry. o Certificate: NISM XXIA & VA is must as per the regulatory requirement. Key Attributes o Self-motivated and results-driven. o Ability to work collaboratively with cross-functional teams. o Strong networking, Communication and negotiation skills.
SPHPUN4337
Regional Business Manager - Pune
Key Responsibilities: Key Responsibilities:Key Responsibilities: Key Responsibilities:Key Responsibilities: Key Responsibilities: Key Responsibilities: Key Responsibilities:Key Responsibilities: Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from 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retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute strategies to acquire retirement funds business from Develop and execute 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Build and maintain strong relationships with decisionBuild and maintain strong relationships with decisionBuild and maintain strong relationships with decision Build and maintain strong relationships with decisionBuild and maintain strong relationships with decision Build and maintain strong relationships with decisionBuild and maintain strong relationships with decisionBuild and maintain strong relationships with decisionBuild and maintain strong relationships with decisionBuild and maintain strong relationships with decisionBuild and maintain strong relationships with decision Build and maintain strong relationships with decision Build and maintain strong relationships with decision Build and maintain strong relationships with decisionBuild and maintain strong relationships with decision Build and maintain strong relationships with decisionBuild and maintain strong relationships with decisionBuild and maintain strong relationships with decision Build and maintain strong relationships with decision Build and maintain strong relationships with decision Build and maintain strong relationships with decision Build and maintain strong relationships with decisionBuild and maintain strong relationships with decisionBuild and maintain strong relationships with decision Build and maintain strong relationships with decision Build and maintain strong relationships with decision Build and maintain strong relationships with decisionBuild and maintain strong relationships with decision Build and maintain strong relationships with decisionBuild and maintain strong relationships with decision-makermakermakermakermakers in MNCs, Indian s in MNCs, Indian s in MNCs, Indian s in MNCs, Indian s in MNCs, Indian s in MNCs, Indian s in MNCs, Indian s in MNCs, Indian companies, banks, and public sector organizations. companies, banks, and public sector organizations.companies, banks, and public sector organizations.companies, banks, and public sector organizations.companies, banks, and public sector organizations.companies, banks, and public sector organizations. companies, banks, and public sector organizations. companies, banks, and public sector organizations.companies, banks, and public sector organizations.companies, banks, and public sector organizations.companies, banks, and public sector organizations. companies, banks, and public sector organizations.companies, banks, and public sector organizations.companies, banks, and public sector organizations.companies, banks, and public sector organizations. companies, banks, and public sector organizations.companies, banks, and public sector organizations.companies, banks, and public sector organizations. companies, banks, and public sector organizations. companies, banks, and public sector organizations. companies, banks, and public sector organizations. companies, banks, and public sector organizations.companies, banks, and public sector organizations. companies, banks, and public sector organizations.companies, banks, and public sector organizations.companies, banks, and public sector organizations. companies, banks, and public sector organizations. companies, banks, and public sector organizations. 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Eligibility:Eligibility: Eligibility: Eligibility: Eligibility:Eligibility: Minimum 6Minimum 6 Minimum 6Minimum 6Minimum 6 -7 years of sales e7 years of sales e 7 years of sales e7 years of sales e7 years of sales e 7 years of sales e 7 years of sales e 7 years of sales e 7 years of sales experience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, xperience, preferably in financial services, insurance, or retirement fund business. insurance, or retirement fund business. insurance, or retirement fund business. insurance, or retirement fund business. insurance, or retirement fund business.insurance, or retirement fund business. insurance, or retirement fund business.insurance, or retirement fund business. insurance, or retirement fund business.insurance, or retirement fund business.insurance, or retirement fund business.insurance, or retirement fund business. insurance, or retirement fund business.insurance, or retirement fund business.insurance, or retirement fund business.insurance, or retirement fund business.insurance, or retirement fund business.insurance, or retirement fund business.insurance, or retirement fund business.insurance, or retirement fund business. insurance, or retirement fund business.insurance, or retirement fund business. 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Strong networking and relationshipStrong networking and relationship Strong networking and relationshipStrong networking and relationshipStrong networking and relationship Strong networking and relationshipStrong networking and relationship Strong networking and relationshipStrong networking and relationship Strong networking and relationshipStrong networking and relationshipStrong networking and relationship Strong networking and relationshipStrong networking and relationshipStrong networking and relationship Strong networking and relationship Strong networking and relationship Strong networking and relationshipStrong networking and relationshipStrong networking and relationship -building skills with corporate clients.building skills with corporate clients.building skills with corporate clients. building skills with corporate clients.building skills with corporate clients. building skills with corporate clients. building skills with corporate clients. building skills with corporate clients. building skills with corporate clients.building skills with corporate clients. building skills with corporate clients. building skills with corporate clients. building skills with corporate clients. building skills with corporate clients. building skills with corporate clients.building skills with corporate clients. ExcExcExcellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills. ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills. ellent communication, negotiation, and presentation skills. ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills. ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills. ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills. ellent communication, negotiation, and presentation skills. ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills. ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills. ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills. ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills. ellent communication, negotiation, and presentation skills.ellent communication, negotiation, and presentation skills. ellent communication, negotiation, and presentation skills. Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team. Ability to work independently and as part of a team. Ability to work independently and as part of a team. Ability to work independently and as part of a team.Ability to work independently and as part of a team. Ability to work independently and as part of a team.Ability to work independently and as part of a team. Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team. Ability to work independently and as part of a team. Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team. Ability to work independently and as part of a team. Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team. Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team. Ability to work independently and as part of a team.Ability to work independently and as part of a team. Ability to work independently and as part of a team.Ability to work independently and as part of a team.Ability to work independently and as part of a team. Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed. Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed.Willingness to travel across the West Zone region as needed.Willingness
SPHTIR4336
CSM / TSM – Tirupati
We are seeking a highly driven and result-oriented Territory Sales Manager (TSM) / Cluster Sales Manager (CSM) for our Affordable Housing Finance business in India. The ideal candidate will have strong leadership skills, in-depth market knowledge, and proven expertise in driving direct sourcing of affordable housing loans through an on-ground sales team and individual market initiatives. This role requires leading, motivating, and guiding a team of BSMs and ROs/RMs to achieve monthly and quarterly disbursement targets, expand customer base, and strengthen brand presence in the respective territory/cluster. Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head. Education: Graduate / Postgraduate in Business Administration, Finance, or related field. Experience: 7–12 years of sales experience in Affordable Housing / Home Loans / LAP / Retail Assets. Minimum 3–5 years in a team management role leading 15+ team members. Strong track record in direct sourcing and market development. Skills & Competencies: Strong sales leadership and team management skills. Excellent market networking and relationship management. Good knowledge of affordable housing loan products, customer segments, and credit policies. Analytical mindset with ability to interpret sales data & MIS. Proficiency in MS Office, CRM tools, and digital sales platforms.
SPHNEL4335
TSM/CSM - Nellore
We are seeking a highly driven and result-oriented Territory Sales Manager (TSM) / Cluster Sales Manager (CSM) for our Affordable Housing Finance business in India. The ideal candidate will have strong leadership skills, in-depth market knowledge, and proven expertise in driving direct sourcing of affordable housing loans through an on-ground sales team and individual market initiatives. This role requires leading, motivating, and guiding a team of BSMs and ROs/RMs to achieve monthly and quarterly disbursement targets, expand customer base, and strengthen brand presence in the respective territory/cluster. Key Deliverables Sales & Business Development Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. Lead business growth strategy, ensuring achievement of monthly disbursement targets. Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). Set performance targets, KPIs, and sales strategies for the team. Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. Drive recruitment, training, and performance management for team members. Channel & Customer Management Ensure excellent customer service experience for borrowers of affordable housing loans. Build strong relationships with builders, connectors, and market influencers to drive business. Maintain high standards of compliance and documentation in all disbursements. Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight Ensure all credit policies, risk guidelines, and operational processes are strictly followed. Monitor quality of sourcing, minimize delinquency, and support collections when required. Regularly report sales pipeline, market feedback, and MIS to the State Head. Education: Graduate / Postgraduate in Business Administration, Finance, or related field. Experience: 7–12 years of sales experience in Affordable Housing / Home Loans / LAP / Retail Assets. Minimum 3–5 years in a team management role leading 15+ team members. Strong track record in direct sourcing and market development. Skills & Competencies: Strong sales leadership and team management skills. Excellent market networking and relationship management. Good knowledge of affordable housing loan products, customer segments, and credit policies. Analytical mindset with ability to interpret sales data & MIS. Proficiency in MS Office, CRM tools, and digital sales platforms.
SPHBAN4333
Relationship Manager - B&PW- Bangalore
The Relationship Manager will be responsible for driving business through Banking Partners and Private Wealth Firms, building strong distributor relationships, and expanding product penetration across Mutual Funds and Alternate Investment products. The role demands strong product knowledge, relationship management skills, and the ability to influence decision-makers across wealth platforms. Key Deliverables o Achieve market share growth, gross sales, and net sales targets across assigned partners. o Grow AUM across MF, PMS, and AIF through focused relationship management. o Engage and influence Bank RMs, Wealth Managers, and Product Teams to drive recommendations. o Conduct product trainings, investment sessions, and market updates to enhance partner productivity. o Secure product placements in model portfolios, recommended lists, and advisory mandates. o Track competition, partner behavior, and provide actionable channel intelligence. o Ensure strong compliance, reporting, and execution discipline. o Build deep, long-term relationships to strengthen channel loyalty and business outcomes. Role Requirements o Education: MBA/PGDM with specialisation in Finance & Marketing. o Experience: 5–8 years of experience in sales within the AMC industry. o Certificate: NISM XXIA & VA is must as per the regulatory requirement. Key Attributes o Self-motivated and results-driven. o Ability to work collaboratively with cross-functional teams. o Strong networking, Communication and negotiation skills. Function: HNI/Insti Channel;
SPHHYD4332
Product Specialist -Passive (RM) - Hyderabad
We are seeking a dynamic and driven individual to join our sales team in a Passive Sales Role. The primary responsibility is to promote and drive the adoption of passive investment products, such as Exchange-Traded Funds (ETFs) and Index Funds, through various distribution channels, including MFDs (Mutual Fund Distributors), Banks, and National Distributors (ND). The ideal candidate should have a strong understanding of passive products, excellent relationship-building skills, and a passion for growing business through innovative strategies and partnerships. Key Deliverables o Develop and manage relationships with MFDs, Banks, and NDs to drive passive product sales. o Onboard and engage new distributors, ensuring product awareness and training on passive investment strategies. o Achieve assigned sales targets by effectively pitching passive products. o Monitor and analyze sales performance across channels to identify growth opportunities. o Conduct presentations, webinars, and training sessions to educate distributors and clients on the benefits and structure of passive products. o Collaborate with the marketing team to create and distribute product collaterals and campaigns. o Gather feedback from distributors and clients to improve product offerings and identify market trends. o Stay updated on competitors' offerings and recommend strategies to maintain a competitive edge. o Ensure adherence to all regulatory and compliance guidelines while promoting products. o Provide regular updates and detailed reports on sales performance and channel engagement. Role Requirements o Education: MBA/PGDM with specialisation in Finance & Marketing. o Experience: 3–8 years of experience in sales within the AMC industry. o Certificate: NISM VA is must as per the regulatory body. Key Attributes o Self-motivated and results-driven. o Ability to work collaboratively with cross-functional teams. o Strong networking, Communication and negotiation skills. o Proven expertise in selling passive products like ETFs or Index Funds & Strong knowledge of passive investment products and financial markets.
SPHBAN4331
CSM/TSM - Bangalore
We are seeking a highly driven and result-oriented Territory Sales Manager (TSM) / Cluster Sales Manager (CSM) for our Affordable Housing Finance business in India. The ideal candidate will have strong leadership skills, in-depth market knowledge, and proven expertise in driving direct sourcing of affordable housing loans through an on-ground sales team and individual market initiatives. This role requires leading, motivating, and guiding a team of BSMs and ROs/RMs to achieve monthly and quarterly disbursement targets, expand customer base, and strengthen brand presence in the respective territory/cluster. Key Deliverables Sales & Business Development • Drive affordable housing loan business in the assigned territory through direct market sourcing and team productivity. • Lead business growth strategy, ensuring achievement of monthly disbursement targets. • Develop and execute sales campaigns, local tie-ups, and outreach activities to penetrate target markets. • Monitor competitor activities, market trends, and regulatory changes to optimize business performance. Team Management • Directly manage a team of 4–5 Business Sales Managers (BSMs) and indirectly lead 16–20 Relationship Officers / Managers (RO/RM). • Set performance targets, KPIs, and sales strategies for the team. • Coach, mentor, and motivate sales staff to ensure high performance and adherence to company values. • Drive recruitment, training, and performance management for team members. Channel & Customer Management • Ensure excellent customer service experience for borrowers of affordable housing loans. • Build strong relationships with builders, connectors, and market influencers to drive business. • Maintain high standards of compliance and documentation in all disbursements. • Resolve customer grievances in coordination with the credit, operations, and collection teams. Operational & Compliance Oversight • Ensure all credit policies, risk guidelines, and operational processes are strictly followed. • Monitor quality of sourcing, minimize delinquency, and support collections when required. • Regularly report sales pipeline, market feedback, and MIS to the State Head. • Education: Graduate / Postgraduate in Business Administration, Finance, or related field. • Experience: • 7–12 years of sales experience in Affordable Housing / Home Loans / LAP / Retail Assets. • Minimum 3–5 years in a team management role leading 15+ team members. • Strong track record in direct sourcing and market development. • Skills & Competencies: • Strong sales leadership and team management skills. • Excellent market networking and relationship management. • Good knowledge of affordable housing loan products, customer segments, and credit policies. • Analytical mindset with ability to interpret sales data & MIS. • Proficiency in MS Office, CRM tools, and digital sales platforms
SPHMUM4327
DBG - Retail Business Group - Aggregator Sales (Bhandup)
Digital Partner Onboarding: Lead the onboarding process through seamless API integration. Channel Partner Development: Identify and pursue new digital insurance broker partnerships. Understanding Digital Partner Requirements: Collaborate with internal stakeholders to ascertain partners’ needs and focus on Channel-centric API development. Competitor Benchmarking: Analyze partners journeys on competing platforms and implement best practices to enhance user experience. User Acceptance Testing (UAT) and Integration: Facilitate system integration, oversee UAT, and ensure testing is completed within established timelines. Stakeholder Engagement: Provide comprehensive support to both internal and external stakeholders, ensuring smooth business operations. Gap Analysis: - Address and resolve any partner escalations in a timely manner. - Identify process gaps and implement permanent digital solutions. - Innovate and develop new processes and systems aimed at automating and digitizing business operations. Reporting and MIS: Generate reports and monitor business metrics to ensure performance visibility. Budget & profitability: Achieve the Budgeted target for GWP and MCOR keeping business within profitability matrix. Key Requirements – Education & Certificates • Qualification – MBA Key Requirements - Experience &Skills • Broker handling Experience • Presentation Skills • MS Excel Basic
SPHCHE4326
Group Advisory Leader – PCG - Chennai
To lead and scale the Private Client Group (PCG) business by driving revenue growth, expanding AUM, and delivering high-quality advisory to HNI/UHNI clients & Family Offices, while bringing a strong team along and operating as a non-playing captain. The role is responsible for building a strong performance culture by mentoring Team Leaders and Advisors. The Group Leader will support zonal priorities, enhance market presence, and deliver sustainable business outcomes. Key Deliverables Business Growth & Revenue: Drive the Team to achieve broking revenue, AUM, and client acquisition targets across the assigned zone. Drive cross-sell and upsell of wealth products—equity, PMS, fixed income, mutual funds, structured products, etc. Team Leadership: Manage, mentor, and motivate Team Leaders and Advisors to deliver consistent performance. Build future leaders through coaching, performance reviews, and mentoring. Client Management: Ensure delivery of best-in-class advisory to HNI/UHNI clients & family offices. Drive enhanced client engagement, retention, and customer experience. Risk & Compliance: Ensure strict adherence to regulatory guidelines, internal processes, and risk frameworks. Promote ethical selling practices and safeguard client interests. Strategic Initiatives: Implement zone-level strategies, productivity enhancement measures, and digital adoption. Drive market intelligence, competitor insights, and product penetration initiatives Role Requirements Education: Post-graduate in Finance, Business, or related fields. Experience: o 10+ years in Wealth Management, PCG, Broking, or BFSI Sales Leadership. o Strong background in managing advisory team servicing HNI/UHNI clients & family office Skills Competencies: o Proven ability to manage multi-level teams and drive high performance o Deep understanding of financial markets, wealth products, and portfolio advisory. o Expertise in equity markets, investment strategies, and regulatory guidelines. o Strong communication, negotiation, and relationship management capabilities.
SPHMUM4325
Team Leader Advisory-PCG - Mumbai
Job Purpose To lead a team of Advisors in driving the Private Client Group (PCG) business through managing and acquiring HNI/UHNI Clients and family office, while also functioning as a playing captain—managing the team and simultaneously achieving individual targets. The role focuses on strengthening client relationships, improving productivity, and delivering superior advisory solutions. The Team Leader ensures a high-performance culture, and supports strategic initiatives to scale AUM and enhance client experience. Key Deliverables Business Growth & Revenue Achieve assigned Broking, AUM, and client acquisition targets for the PCG business. Drive cross-sell and upsell of wealth and investment products—equities, mutual funds, fixed income, PMS, structured products, etc. Monitor self & team productivity and implement initiatives to enhance conversion ratios and business quality. Team Management & Leadership Lead, coach, and motivate Individual Advisors to meet business objectives. Conduct regular performance reviews, skill development sessions, and goal-setting activities. Build a strong advisory culture focused on client-first thinking and ethical practices. Client Relationship & Advisory Excellence Support Advisors in managing HNI/UHNI client relationships with high engagement and service standards. Review client portfolios, ensure timely rebalancing, and drive adoption of research-backed investment strategies. Ensure proactive resolution of client concerns and enhance overall satisfaction. Strategic & Operational Execution Support Group Leader in implementing business strategies, campaigns, and new product roll-outs. Provide market insights and competitor analysis to improve business positioning. Role Requirements Education: Post-graduate in Finance, Business, Economics, or related fields. Experience: o 8+ years in Wealth Management, Broking, PCG, or BFSI Sales. o Experience in managing Advisory teams is preferred. Skills & Competencies: o Strong understanding of financial markets, HNI investment behaviour, and wealth products o Hands-on experience in equity advisory, financial planning, and portfolio management. o Excellent communication, coaching, and relationship management skills. o Ability to drive performance and maintain compliance rigor.
SPHMUM4324
Advisor - PCG - Mumbai
Job Purpose The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients. Key Deliverables Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies. Acquire and Service portfolios of HNI/Ultra-HNI clients and family offices. Provide comprehensive investment advisory across segments (equities, mutual funds, PMS, fixed income, derivatives, and structured products). Conduct regular portfolio reviews and advice based on market trends and client return objectives. Drive cross-selling of third-party products to enhance client portfolios and wallet share. Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling. Role Requirements Education: Graduate/Postgraduate in Finance, Commerce, or related fields. Mandatory: NISM Series VIII – Equity Derivatives Certification. Experience: o 5+ years of experience in broking and wealth of HNI/Ultra-HNI clients and family offices. Skills & Competencies: o Strong understanding of capital markets, risk management, portfolio and trading operations. o Proven track record in new client acquisition through references and relationship management. o Excellent communication, negotiation, and interpersonal skills. o High ethical standards and a client-centric approach. o Proficiency in Trading and Advisory Platforms and portfolio analytics
SPHMUM4323
Quality Assurance Tester - RMS
1. Who will understand the process flow and take business requirements and functional requirements related to RMS risk management, margin computation, collateral management, Peak, MTM calculation, etc. 2. Take descriptive BRS’s for deliverables and feature sets from BA Team, Write the test scenario’s, test cases and execute them and give sign off on the release. 3. Work closely with developers, functional analysts to understand the business requirements and create test cases for the features/ requirements. 4. Understands SEBI/Exchange compliance requirements and facilitate in implementations of the same. 5. To create the test plans, write the test cases, and execute manual tests for functional accuracy and automation scripts for high-frequency trading scenarios, create traceability matrix, Bug management. 6. Ensuring correct behaviour of Test cases execution. 7. Maintaining Test Plan Report, Test Case Execution Report, Defect or Bug Report, Regression Report, Test summary report. 8. closely work to identify the dependencies and Task required to bring an end-to-end Product development life cycle and the client Go live. Tasks • Work with customer proposition, product, and technology and testing teams to understand product requirements. • Understand the exchange compliance and regulations • Understand the existing features of the product • Produce functional test scenario’s that are clear and easy to understand • Document the workflows and use cases as required. • High quality documentation for the development teams to execute on and is thoroughly tested to meet the business requirement. • Review Testcase and signoff • User acceptance test and sign off • Facilitate, understand and contribute to technical discussions. • Support development - i.e. handover, answer questions, supervise what is delivered. • Manage a JIRA backlog if any or document them on confluence. Required Skills / experience: • Ability and willingness to work through detail, including where required, data mappings. • Excellent communication skills – verbal and written. • Ability to rapidly learn new business domains. • Requirements elicitation and documentation. • Require 4 years of minimum industry experience for junior role. • Require 8-10 years of industry experience for senior role. • Knowledge of Agile methodologies. • Understanding of financial markets and Capital markets – Equity,Derivatives,Currency,Commodity – NSE,BSE,MCX,NCDEX • Latest exchange compliance – SEBI Rules etc. • Domain knowledge of Exchange functioning, Trading ,Order matching • Retail features (BO,CO, normal, Spread, GTD, GTC,EQ SIP, Basket order,GTT etc,) & Retail platforms like Investor EXE,WEB, Mobile platforms, • Trading BOD/EOD activities, integration with NSCCL/ICCL , NSDL/CDSL,Banks , PG , Exchange API’s • Word, PDF, Excel, UML charts, flow diagrams, JIRA ,Confluence
SPHKOL4322
Group advisory leader PCG - Kolkata (2)
Job Purpose The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organisation. To ensure quality deliverables within stipulated timelines - To ensure all processes are followed keeping in mind the ethos of the organization. To acquire quality PCG accounts with an average margin of 25 Lakhs and above. Key Deliverables 1. Ensure the maintenance of the P&L of the team/branch monthly 2. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) as per defined timelines 3. Pass on ground customer feedback to the Senior PCG advisor as and when reported 4. To ensure and to keep check on the Advisory certification program for the advisors as per defined timelines 5. Compliance and surveillance to be checked on regular time intervals frequently Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI o Experience: 8+ Years in Financial Markets, 5+ Years with leadership role o Domain Knowledge: Understanding of capital markets including Derivatives, Currency and Commodities o IT Skills: MS Office
SPHKOL4321
Group advisory leader PCG - Kolkata (1)
Job Purpose The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organisation. To ensure quality deliverables within stipulated timelines - To ensure all processes are followed keeping in mind the ethos of the organization. To acquire quality PCG accounts with an average margin of 25 Lakhs and above. Key Deliverables 1. Ensure the maintenance of the P&L of the team/branch monthly 2. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) as per defined timelines 3. Pass on ground customer feedback to the Senior PCG advisor as and when reported 4. To ensure and to keep check on the Advisory certification program for the advisors as per defined timelines 5. Compliance and surveillance to be checked on regular time intervals frequently Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI o Experience: 8+ Years in Financial Markets, 5+ Years with leadership role o Domain Knowledge: Understanding of capital markets including Derivatives, Currency and Commodities o IT Skills: MS Office
SPHMUM4320
Group advisory leader PCG - Malad
Job Purpose The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organisation. To ensure quality deliverables within stipulated timelines - To ensure all processes are followed keeping in mind the ethos of the organization. To acquire quality PCG accounts with an average margin of 25 Lakhs and above. Key Deliverables 1. Ensure the maintenance of the P&L of the team/branch monthly 2. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) as per defined timelines 3. Pass on ground customer feedback to the Senior PCG advisor as and when reported 4. To ensure and to keep check on the Advisory certification program for the advisors as per defined timelines 5. Compliance and surveillance to be checked on regular time intervals frequently Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI o Experience: 8+ Years in Financial Markets, 5+ Years with leadership role o Domain Knowledge: Understanding of capital markets including Derivatives, Currency and Commodities o IT Skills: MS Office
SPHMUM4319
Group advisory leader PCG - Prabhadevi
Job Purpose The role would require complete P&L responsibility for the Team reporting in - To make sure targets /goal are achieved as per projections for the financial year - To take initiatives in new business as given by the organisation. To ensure quality deliverables within stipulated timelines - To ensure all processes are followed keeping in mind the ethos of the organization. To acquire quality PCG accounts with an average margin of 25 Lakhs and above. Key Deliverables 1. Ensure the maintenance of the P&L of the team/branch monthly 2. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) as per defined timelines 3. Pass on ground customer feedback to the Senior PCG advisor as and when reported 4. To ensure and to keep check on the Advisory certification program for the advisors as per defined timelines 5. Compliance and surveillance to be checked on regular time intervals frequently Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI o Experience: 8+ Years in Financial Markets, 5+ Years with leadership role o Domain Knowledge: Understanding of capital markets including Derivatives, Currency and Commodities o IT Skills: MS Office
SPHMUM4318
Senior Project Manager - DBG Partners
Understanding Digital Partner’s Requirement: Collaborate with internal stakeholders to grasp digital partners’ needs and work on customer-centric API development. Digital Partner Onboarding: Lead the onboarding process through seamless API integration. Competitor Benchmarking: Analyze customer journeys on competitive platforms and implement best practices for enhanced user experience. Process Documentation: Prepare and share standard operating procedures (SOPs) with internal teams for process alignment for the program. Requirement Documentation: Document partner requirements and create change requests (CRs) for technical development for new product into existing systems. UAT and Integration: Push for system integration, launch User Acceptance Testing (UAT) and ensure testing within the defined timelines (TAT). Stakeholder Engagement: Engage with internal teams to align on project prerequisites and share detailed insights into partners’ requirements. Provide end-to-end support to internal and external stakeholders, ensuring smooth business operations. Process Management: Identify, design and implement necessary workflows and processes to ensure smooth customer journey. Coordinate approvals with underwriting, operations and other internal stakeholders for product launches. Gap Analysis: Address and resolve any escalations by partner in a timely manner Identify and address process gaps during product launch and ensure timely resolution within TAT. Innovate and develop new processes and systems aimed at automation and the digitization of business operations. Business Prioritization: Maintain a balanced approach to prioritize business needs efficiently. Reporting & MIS: Generate reports and track business parameters to ensure performance visibility. This role requires a dynamic individual who can navigate technical and business landscapes while driving efficient integration processes and customer-centric solutions. Key Requirements – Education & Certificates Graduate/Postgraduate, Engineer / MBA preferred Understanding of Motor & Health insurance product tech, preferred Key Requirements - Experience &Skills Sharp attention to detail Superior presentation & communication skills (written and verbal) Proven ability to write marketing and technical content Strong process-oriented mindset, with the ability to understand and align processes Excellent interpersonal skills and relationship management abilities with internal & external stake holders Good understanding of technology, tech stacks, and solution-building capabilities Remarks The details of this position are confidential. The decision to change / modify the specifications is at management’s discretion
SPHMUM4317
Research Analyst – IE – Metals & Mid caps
DESIGNATION Institutional Equities - Analyst NO. OF VACANIES 1 EXPERIENCE RANGE More than 3 years of experience with in-depth knowledge of the any one sector or Working as an associate minimum 5 years CRITICAL EXPERIENCE Equity Research experience is mandatory ESSENTIAL QUALIFICATIONS MBA (Finance) from premier institutes LOCATION Mumbai Head Office CTC (Per Annum) Commensurate with experience CANDIDATE'S PROFILE 1. Have strong knowledge of finance and capital markets. SKILLS AND TRAITS 1. Excellent communication and presentation skills. 2. Excellent relationship management and networking skills. JOB DESCRIPTION / RESPONSIBILITIES 1. To track, understand and analyze industries and companies in the sector. 2. Meet corporates in the sector as well as attend analyst meets and annual general meetings to expand his knowledge horizon. 3. Brainstorm & formulate new investment ideas. 4. Preparing investment research reports and other reports like industry analysis, market scenario analysis etc. 5. Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication. 6. Ensure timely and accurate dissemination of ideas to clients. 7. Co-ordinate with sales and business development team, and other business verticals
SPHMUM4315
Non Tower In Charge - Mumbai
Job Title: Non-Tower Incharge Role Summary: Responsible for managing and maintaining non-tower telecom infrastructure, ensuring smooth operation of power systems, DG sets, batteries, shelters, air conditioning units, and other passive equipment while minimizing downtime and ensuring compliance with safety standards. Key Responsibilities • Monitor and maintain passive telecom infrastructure, including DG sets, battery banks, SMPS, AC units, and shelters. • Conduct preventive and corrective maintenance to ensure maximum site uptime. • Coordinate with field engineers and vendors for breakdown resolution and scheduled maintenance. • Monitor fuel consumption, battery health, and power availability across assigned sites. • Ensure timely closure of maintenance tickets and adherence to SLA timelines. • Maintain records of maintenance activities, equipment status, and inventory. • Ensure compliance with EHS guidelines and company policies. • Coordinate with Tower Incharge and Operations team. • Conduct site inspections and identify process improvements. • Support audits and maintain documentation. Required Skills Telecom passive infrastructure, DG, SMPS, Battery Bank, HVAC, Vendor Management, Preventive & Breakdown Maintenance, MS Excel. Qualification Diploma/B.E./B.Tech in Electrical, Electronics, Mechanical or related discipline. ITI with relevant experience may also be considered. Experience: 2–6 years in telecom passive infrastructure/site operations.
SPHMYS4314
PROVIDER NETWORK - MYSORE
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 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
SPHVAD4313
Business Development Manager - BDM ( Vadodara )
• 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. This role plays a crucial part in driving sales growth and managing the customer lifecycle for building materials. You will be responsible for proactively generating new business opportunities, managing existing customer relationships, ensuring efficient order processing, and maximizing customer satisfaction. You will achieve this by developing and implementing strategic sales plans, building strong relationships with key decision-makers, managing customer data effectively, and collaborating seamlessly with internal teams. Data updating and process management • Maintain accurate and up-to-date customer data by meticulously capturing, entering, and updating all relevant information in the CRM system. This includes ensuring timely meeting updates, managing CX data documents, and effectively handling all inquiries. Customer Satisfaction • Proactively manage customer expectations by maintaining clear communication on delivery timelines and product quality. • Address customer inquiries and resolve any issues in a timely and professional manner. • Ensure customer satisfaction by monitoring key metrics and identifying areas for improvement. Collaboration & Compliance • Collaborate effectively with internal teams (operations, finance, logistics, category) to ensure smooth order fulfilment and customer service. • Introduce new construction material products to the market as per company requirements and customer needs. • Ensure adherence to all local regulations, company standards, processes and policies throughout the sales process.
SPHBAN4312
Business Development Manager - BDM ( Bangalore )
This role plays a crucial part in driving sales growth and managing the customer lifecycle for building materials. You will be responsible for proactively generating new business opportunities, managing existing customer relationships, ensuring efficient order processing, and maximizing customer satisfaction. You will achieve this by developing and implementing strategic sales plans, building strong relationships with key decision-makers, managing customer data effectively, and collaborating seamlessly with internal teams. • 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. Maintain accurate and up-to-date customer data by meticulously capturing, entering, and updating all relevant information in the CRM system. This includes ensuring timely meeting updates, managing CX data documents, and effectively handling all inquiries. Customer Satisfaction • Proactively manage customer expectations by maintaining clear communication on delivery timelines and product quality. • Address customer inquiries and resolve any issues in a timely and professional manner. • Ensure customer satisfaction by monitoring key metrics and identifying areas for improvement. Collaboration & Compliance • Collaborate effectively with internal teams (operations, finance, logistics, category) to ensure smooth order fulfilment and customer service. • Introduce new construction material products to the market as per company requirements and customer needs. • Ensure adherence to all local regulations, company standards, processes and policies throughout the sales process.
SPHMUM4311
PCG TEAM LEAD - Mumbai
ROLE OVERVIEW The PCG Team Lead will be responsible for leading a team of Relationship Managers catering to HNI and UHNI clients, driving AUM growth, revenue generation, client acquisition, and portfolio advisory. The role requires strong leadership, deep product knowledge, and a client-first approach while ensuring compliance with regulatory and internal guidelines. ________________________________________ KEY RESPONSIBILITIES Team Leadership & Management • Lead, mentor, and manage a team of PCG Relationship Managers. • Set targets for AUM, revenue, and client acquisition and ensure achievement. • Conduct regular performance reviews, training, and coaching sessions. Client Relationship Management • Manage a portfolio of HNI/UHNI clients and build long-term relationships. • Support RMs in complex client interactions, large ticket investments, and portfolio reviews. • Ensure high levels of client satisfaction and retention. Business Development & Growth • Grow Assets Under Management (AUM) and improve wallet share of existing clients. • Identify cross-sell and up-sell opportunities across wealth products. Investment Advisory & Product Expertise • Provide advisory across Equities, Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance. • Guide clients on asset allocation, risk profiling, and goal-based investing. • Stay updated on market trends, product developments, and investment strategies. Compliance & Risk Management • Ensure strict adherence to SEBI regulations, KYC, AML, and internal compliance policies. • Maintain documentation and ensure suitability of products recommended. • Mitigate operational and investment risks through strong governance. Stakeholder Collaboration • Work closely with research, product, operations, and compliance teams to deliver seamless client service. • Coordinate with marketing and digital teams for client engagement initiatives. ________________________________________ KEY PERFORMANCE INDICATORS (KPIs) • AUM growth • Revenue generation • Team productivity & performance • Compliance adherence CERTIFICATIONS (PREFERRED) • AMFI Certified • NISM Series (XA / XB / VIII) • CFP / CFA (added advantage) ________________________________________ SKILLS & COMPETENCIES • Leadership & people management • Strong client-facing and communication skills • Sales orientation with advisory mindset • Analytical & strategic thinking • High ethical standards and compliance orientation
SPHMUM4310
Deputy Manager - PMO - Mumbai (Sion)
Key accountabilities: Working Closely with Different Functions Team as an Agency SPOC for key projects and initiatives Work on GTM Strategy and drive adoption Support End-users on critical issues Presentation to management on the projects as per business requirement Taking key decisions on project execution and drive Drive Agency Communication around projects, objectives and main drives of the channel. Understanding on business process and identification on area of improvements Communicating recommendations to management on projects Interacting with Sales Team and Sales Leader to drive and execute critical projects Must have: Minimum 5-7 yrs. of experience in Project Management, Product Management, Stakeholder’s Management, BFSI Consulting. Desirable: Having exposure to Life/General Insurance Industry with leading companies, preferably with Agency model. This is not mandatory – similar experience in other financial industry also will do.
SPHCHE4309
Territory Manager – TM (Channel Sales) (Chennai - Tiles/Ply)
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
SPHHYD4308
Business Development Manager - BDM ( Hyderabad )
This role plays a crucial part in driving sales growth and managing the customer lifecycle for building materials. You will be responsible for proactively generating new business opportunities, managing existing customer relationships, ensuring efficient order processing, and maximizing customer satisfaction. You will achieve this by developing and implementing strategic sales plans, building strong relationships with key decision-makers, managing customer data effectively, and collaborating seamlessly with internal teams. 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. 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familiarise themselves with the company’s The prospective candidate should familiarise themselves with the company’s Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By Code of Conduct while exploring employment opportunity with Birla Pivot. By applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to applying for a position at Birla Pivot, the candidate affirms their commitment to these printhese printhese printhese printhese printhese printhese printhese printhese prin ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the 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uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and 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ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical ciples and agrees to uphold the company’s standards of ethical behaviour throughout their tenure.behaviour throughout their tenure.behaviour throughout their tenure.behaviour throughout their tenure.behaviour throughout their tenure.behaviour throughout their tenure. behaviour throughout their tenure.behaviour throughout their tenure.behaviour throughout their tenure. behaviour throughout their tenure.behaviour throughout their tenure.behaviour throughout their tenure.behaviour throughout 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Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant Candidates must also fully, clearly and accurately disclose all relevant background information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existing background information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existing background information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existing background information during the recruitment process, including any existing background information during the recruitment process, including any existingbackground information during the recruitment process, including any existing background information during the recruitment process, including any existingbackground information during the recruitment process, including any existing background information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existingbackground information during the recruitment process, including any existing background information during the recruitment process, including any existingbackground information during the recruitment process, including any existing background information during the recruitment process, including any existing or poteor poteor poteor poteor poteor poteor potential conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification ntial conflicts of interest. Failure to do so may result in disqualification from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment. from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment. from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment. from consideration or termination of employment.from consideration or termination of employment. from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment. from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment. from consideration or termination of employment.from consideration or termination of employment. from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment.from consideration or termination of employment. Data updating and process management • Maintain accurate and up-to-date customer data by meticulously capturing, entering, and updating all relevant information in the CRM system. This includes ensuring timely meeting updates, managing CX data documents, and effectively handling all inquiries. Customer Satisfaction • Proactively manage customer expectations by maintaining clear communication on delivery timelines and product quality. • Address customer inquiries and resolve any issues in a timely and professional manner. • Ensure customer satisfaction by monitoring key metrics and identifying areas for improvement. Collaboration & Compliance • Collaborate effectively with internal teams (operations, finance, logistics, category) to ensure smooth order fulfilment and customer service. • Introduce new construction material products to the market as per company requirements and customer needs. • Ensure adherence to all local regulations, company standards, processes and policies throughout the sales process. 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.
SPHMUM4307
Virtual Relationship Manager - VRM
Key Responsibilities Manage and service a portfolio of retail and HNI clients virtually Understand client needs and offer suitable mutual fund solutions Drive cross-selling and upselling of financial products Ensure high levels of client engagement and satisfaction Meet revenue and AUM targets Requirements Graduate/Postgraduate in Finance or related field 2–5 years of experience in financial services/asset management AMFI/NISM certification mandatory Strong communication and relationship management skills Tech-savvy and comfortable with CRM & digital communication tools
SPHTHA4306
Retails Underwriting
The role is required to carry out the operational tasks for the assigned retail underwriting policies by acting prudently in all aspects while accepting risk. Role will be responsible for Risk assessment by ensuring adherence to process & medical/product related guidelines. It will be responsible for ensuring daily productivity as per target assigned. 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) On Roll – 6000+ Offroll/ Part time – 4000+ Unit Workforce Number (Max 254 Characters) On Roll – 6000 Offroll/ Part time – 4000+ Function Workforce Number (Max 254 Characters) On Roll – 800 Offroll/ Part time - 279 Department Workforce Number (Max 254 Characters) On Roll – 42 Offroll/ Part time - 1 Other Quantitative and Important Parameters for the job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other parameter 3) Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section 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.
SPHMUM4305
Junior Broker - Office leasing
Responsibilities - Generate leads through various channels to expand the customer base and create opportunities for office business, focusing on comprehensive market coverage. - Recognize the importance of reaching decision-makers swiftly to present business opportunities effectively. - Aim for 6 to 8 meetings per week to enhance market penetration and foster business growth. - Conduct fortnightly performance assessments to maintain a healthy pipeline and meet targets within the YTD timelines. - Establish strong connections with developers, investors, and landlords to foster a robust professional network - Possess an understanding of the market landscape and strong connections with occupiers in Mumbai, particularly in the IT, ITeS, and SEZ asset classes. - Demonstrate outstanding presentation and Excel skills to convey information effectively. - Actively contribute to growing both the business and the organizational culture by being a team player. - Maintain a positive and enthusiastic attitude, fostering a mindset focused on winning. - Advantageous to have knowledge of investment sales, particularly in pre-leased assets. Good Knowledge of MS Office (Power Point and Excel) High on Ethics and Compliance . Responsibilities - Generate leads through various channels to expand the customer base and create opportunities for office business, focusing on comprehensive market coverage. - Recognize the importance of reaching decision-makers swiftly to present business opportunities effectively. - Aim for 6 to 8 meetings per week to enhance market penetration and foster business growth. - Conduct fortnightly performance assessments to maintain a healthy pipeline and meet targets within the YTD timelines. - Establish strong connections with developers, investors, and landlords to foster a robust professional network - Possess an understanding of the market landscape and strong connections with occupiers in Mumbai, particularly in the IT, ITeS, and SEZ asset classes. - Demonstrate outstanding presentation and Excel skills to convey information effectively. - Actively contribute to growing both the business and the organizational culture by being a team player. - Maintain a positive and enthusiastic attitude, fostering a mindset focused on winning. - Advantageous to have knowledge of investment sales, particularly in pre-leased assets. Good Knowledge of MS Office (Power Point and Excel) High on Ethics and Compliance .
SPHMUM4304
Institutional Equity Research - Pharmaceutical
1. To track, understand and analyze industries and companies in the sector. 2. Meet corporates in the sector as well as attend analyst meets and annual general meetings to expand his knowledge horizon. 3. Brainstorm & formulate new investment ideas. 4. Preparing investment research reports and other reports like industry analysis, market scenario analysis etc. 5. Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication. 6. Ensure timely and accurate dissemination of ideas to clients. 7. Co-ordinate with sales and business development team, and other business verticals1. To track, understand and analyze industries and companies in the sector. 2. Meet corporates in the sector as well as attend analyst meets and annual general meetings to expand his knowledge horizon. 3. Brainstorm & formulate new investment ideas. 4. Preparing investment research reports and other reports like industry analysis, market scenario analysis etc. 5. Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication. 6. Ensure timely and accurate dissemination of ideas to clients. 7. Co-ordinate with sales and business development team, and other business verticals1. To track, understand and analyze industries and companies in the sector. 2. Meet corporates in the sector as well as attend analyst meets and annual general meetings to expand his knowledge horizon. 3. Brainstorm & formulate new investment ideas. 4. Preparing investment research reports and other reports like industry analysis, market scenario analysis etc. 5. Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication. 6. Ensure timely and accurate dissemination of ideas to clients. 7. Co-ordinate with sales and business development team, and other business verticals1. To track, understand and analyze industries and companies in the sector. 2. Meet corporates in the sector as well as attend analyst meets and annual general meetings to expand his knowledge horizon. 3. Brainstorm & formulate new investment ideas. 4. Preparing investment research reports and other reports like industry analysis, market scenario analysis etc. 5. Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication. 6. Ensure timely and accurate dissemination of ideas to clients. 7. Co-ordinate with sales and business development team, and other business verticals
SPHMUM4303
Institutional Equity Research - Pharmaceutical
1. To track, understand and analyze industries and companies in the sector. 2. Meet corporates in the sector as well as attend analyst meets and annual general meetings to expand his knowledge horizon. 3. Brainstorm & formulate new investment ideas. 4. Preparing investment research reports and other reports like industry analysis, market scenario analysis etc. 5. Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication. 6. Ensure timely and accurate dissemination of ideas to clients. 7. Co-ordinate with sales and business development team, and other business verticals1. To track, understand and analyze industries and companies in the sector. 2. Meet corporates in the sector as well as attend analyst meets and annual general meetings to expand his knowledge horizon. 3. Brainstorm & formulate new investment ideas. 4. Preparing investment research reports and other reports like industry analysis, market scenario analysis etc. 5. Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication. 6. Ensure timely and accurate dissemination of ideas to clients. 7. Co-ordinate with sales and business development team, and other business verticals1. To track, understand and analyze industries and companies in the sector. 2. Meet corporates in the sector as well as attend analyst meets and annual general meetings to expand his knowledge horizon. 3. Brainstorm & formulate new investment ideas. 4. Preparing investment research reports and other reports like industry analysis, market scenario analysis etc. 5. Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication. 6. Ensure timely and accurate dissemination of ideas to clients. 7. Co-ordinate with sales and business development team, and other business verticals1. To track, understand and analyze industries and companies in the sector. 2. Meet corporates in the sector as well as attend analyst meets and annual general meetings to expand his knowledge horizon. 3. Brainstorm & formulate new investment ideas. 4. Preparing investment research reports and other reports like industry analysis, market scenario analysis etc. 5. Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication. 6. Ensure timely and accurate dissemination of ideas to clients. 7. Co-ordinate with sales and business development team, and other business verticals
SPHMUM4302
TOWER IN CHARGE (AGM) - MUMBAI
Key Responsibilities Project Execution • Manage end-to-end execution of the assigned tower from foundation to handover. • Ensure construction activities are carried out as per approved drawings, specifications, and project schedules. • Monitor RCC, masonry, plastering, waterproofing, flooring, finishing, façade, and external development works. • Coordinate daily site activities to achieve project milestones. Contractor Management • Supervise contractors and subcontractors for quality and productivity. • Review manpower deployment, construction methodology, and equipment utilization. • Conduct daily progress meetings with contractors. • Monitor contractor performance against contractual obligations. Quality Management • Ensure compliance with approved Quality Assurance and Quality Control (QA/QC) procedures. • Conduct inspections and monitor workmanship. • Verify material quality and approve inspection requests. • Ensure timely closure of quality observations and NCRs. Planning & Monitoring • Track project progress against baseline schedules. • Identify delays and recommend corrective measures. • Coordinate with planning teams for weekly and monthly progress updates. • Support preparation of MIS reports and dashboard reviews. Safety & Compliance • Ensure compliance with HSE standards and statutory regulations. • Conduct regular safety inspections and toolbox talks. • Ensure work permits and safe work practices are followed. • Promote a zero-incident safety culture on site. Coordination • Liaise with clients, architects, structural consultants, MEP consultants, and statutory authorities. • Coordinate civil activities with MEP and finishing teams to avoid interface issues. • Support design clarifications and implementation of approved changes. Commercial Support • Verify contractor measurements and running account bills. • Monitor material consumption and minimize wastage. • Assist in cost control and budget monitoring. • Review variation orders and additional work proposals. Handover & Closeout • Prepare snag lists and monitor closure. • Coordinate testing, commissioning, and final inspections. • Ensure documentation is complete before tower handover. • Support occupancy certificate and project closeout activities. Key Competencies • Leadership and team management • Stakeholder coordination • Time management • Risk assessment and mitigation • Client relationship management • Attention to detail • Negotiation and conflict resolution
SPHMUM4301
Regional Business Manager - Mumbai
Key Responsibilities Acquire and manage corporate, institutional, and group business clients for investment and fund products. Drive business through corporate partnerships, channel partners, brokers, and financial intermediaries. Promote Mutual Funds, Fixed Income Products, PMS, AIFs, Bonds, and other investment solutions based on client requirements. Build and maintain long-term relationships with corporate clients, treasury teams, HR departments, and key decision-makers. Achieve monthly, quarterly, and annual AUM, revenue, and business acquisition targets. Identify new business opportunities and expand the corporate client portfolio. Conduct investment presentations, product demonstrations, and client review meetings. Coordinate with internal teams to ensure smooth onboarding, documentation, and client servicing. Monitor market trends and provide clients with timely investment insights and portfolio recommendations. Ensure compliance with SEBI, AMFI, and internal regulatory guidelines. Maintain CRM records, business MIS, and pipeline reports. Key Performance Indicators (KPIs) Assets Under Management (AUM) growth Revenue generation Corporate client acquisition Client retention and relationship management Product penetration and cross-selling Business pipeline conversion Compliance adherence Required Skills Strong knowledge of investment products and financial markets. Excellent relationship management and business development skills. Strong negotiation, presentation, and communication abilities. Analytical mindset with customer-centric approach. Proficiency in MS Excel, PowerPoint, CRM, and MIS reporting. Qualifications Graduate in Commerce, Finance, Economics, or Business Administration. MBA (Finance/Marketing) is preferred. NISM/AMFI certification is preferred.
SPHAHM4300
Channel Head - Ahmedabad
The Relationship Manager will be responsible for driving business through Banking Partners and Private Wealth Firms, building strong distributor relationships, and expanding product penetration across Mutual Funds and Alternate Investment products. The role demands strong product knowledge, relationship management skills, and the ability to influence decision-makers across wealth platforms. Key Deliverables o Achieve market share growth, gross sales, and net sales targets across assigned partners. o Grow AUM across MF, PMS, and AIF through focused relationship management. o Engage and influence Bank RMs, Wealth Managers, and Product Teams to drive recommendations. o Conduct product trainings, investment sessions, and market updates to enhance partner productivity. o Secure product placements in model portfolios, recommended lists, and advisory mandates. o Track competition, partner behavior, and provide actionable channel intelligence. o Ensure strong compliance, reporting, and execution discipline. o Build deep, long-term relationships to strengthen channel loyalty and business outcomes. Role Requirements o Education: MBA/PGDM with specialisation in Finance & Marketing. o Experience: 5–8 years of experience in sales within the AMC industry. o Certificate: NISM XXIA & VA is must as per the regulatory requirement. Key Attributes o Self-motivated and results-driven. o Ability to work collaboratively with cross-functional teams. o Strong networking, Communication and negotiation skills.
SPHKOL4299
Executive Assistant to President
Requirements for the position: • Business Awareness – Understanding of the company’s goals, IT industry trends, and the impact of technology on business operations. • Analytical Thinking – Ability to summarize key information, track business metrics, and support decision-making. • Communication & Coordination – Strong written and verbal communication skills to engage with stakeholders and ensure smooth workflow. • Organization & Time Management – Ability to manage schedules, track action points, and handle multiple priorities efficiently. • Tech-Savvy – Proficiency in Microsoft Office and collaboration tools like Teams, Slack, or Trello for effective task management. • Confidentiality – High level of discretion in handling sensitive information and executive matters. • Flexibility & Problem-Solving – Quick adaptability to changing priorities and proactive approach to resolving challenges. Qualifications & Experience • Bachelor's degree in a relevant field (IT, Business Administration, or similar) preferred. MBA on business ADMIN will be more preferred • Minimum 8-12 years of experience as an Executive Assistant or similar role, with experience supporting executives in the IT industry a strong plus. CTC -As per the industry standard
SPHKOL4298
SQA Engineer - Kolkata
The Junior Software Quality Assurance (SQA) Engineer – Power Platform will be responsible for ensuring the quality, reliability, and performance of Microsoft Power Platform solutions, including Power Apps, Power Automate, and Power BI. The role involves manual testing, defect management, test documentation, UAT support, and collaboration with developers and business stakeholders to ensure the delivery of high-quality enterprise solutions. This position offers an excellent opportunity for QA professionals seeking to build expertise within Microsoft's low-code/no-code ecosystem Areas of Responsibilities 1. Manual Testing & Test Execution • Execute test cases and test scripts for Power Apps (Canvas & Model-Driven) and Power Automate solutions. • Perform functional, regression, smoke, sanity, integration, and UAT testing. • Validate forms, business rules, workflows, controls, navigation, and user interfaces. • Verify Power Automate flows for trigger accuracy, approval logic, conditions, and error handling. • Support User Acceptance Testing (UAT) activities and document business feedback. • Ensure complete test coverage against business requirements. 2. Defect Logging & Quality Assurance • Identify, log, and track defects using Azure DevOps, Jira, or equivalent tools. • Classify defects based on severity and business impact. • Perform re-testing and regression testing after fixes are implemented. • Maintain defect logs and testing metrics. • Escalate critical or recurring issues in a timely manner. • Contribute to quality reviews and defect trend analysis. 3. Test Documentation • Develop test cases, test scripts, test scenarios, and test checklists. • Maintain Requirement Traceability Matrices (RTM). • Document testing outcomes and prepare test summary reports. • Update testing artifacts in SharePoint, Azure DevOps, or similar repositories. • Ensure documentation follows QA standards and best practices. • Support audit and compliance requirements through proper documentation. 4. Power Platform Validation • Validate Power Apps functionality and business processes. • Test Power Automate flows and workflows. • Verify Microsoft Dataverse data and configurations. • Validate integrations with SharePoint Online, Teams, and Outlook. • Perform API validation using Postman. • Support Power BI testing and data verification activities. 5. Collaboration & Agile Participation • Participate in Agile ceremonies including stand-ups, sprint reviews, and retrospectives. • Collaborate with developers and business analysts to clarify requirements. 4• Support test environment preparation and test data setup. • Ensure testing activities align with sprint objectives and timelines. • Communicate testing progress, risks, and quality concerns proactively. • Contribute to continuous improvement initiatives within the QA practice. 6. Learning & Continuous Improvement • Stay informed about Microsoft Power Platform updates and enhancements. • Learn automation testing tools such as Playwright, Selenium, and Power Apps Test Studio. • Improve QA processes, methodologies, and standards. • Support adoption of modern testing practices. • Contribute to knowledge-sharing initiatives within the team. • Promote a quality-first culture across projects. Required Skill Set Experience • 3–4 years of overall Software Testing / Quality Assurance experience. • 1–2 years of exposure to Power Platform or Low-Code platform testing preferred. • Experience supporting enterprise application testing projects. • Experience working in Agile/Scrum environments. • Prior involvement in UAT support activities. Mandatory Technical Skills • Power Apps • Power Automate • Manual Testing • Functional & Regression Testing • Azure DevOps / Jira • Microsoft Dataverse • SharePoint Online • Microsoft Teams • Outlook Integration Testing • REST API Testing • Postman • SQL Basics • SDLC & STLC • Defect Lifecycle Management • Agile / Scrum Methodologies • Copilot Awareness Quality Assurance Skills • Test Case Design & Execution • Requirement Traceability Matrix (RTM) • Functional Testing • Smoke Testing • Sanity Testing • Integration Testing
SPHHYD4297
Senior Associate-RTR (Hyderabad)
Financial & General Ledger Management • Maintain accurate and timely reconciliations of vendor and customer accounts. • Manage financial reports, records, and general ledger entries to ensure accuracy. • Ensure correct posting of fixed asset adjustments and lease accounting transactions. • Close accounts and perform reconciliations as part of month-end and year-end processes. • Prepare financial statements, including P&L statements, balance sheets, and trial balances. • Conduct variance analysis, revenue, and expenditure assessments to support financial planning. • Ensure compliance with taxation, branch accounting, and internal financial policies. • Support budgeting and forecasting activities for business decision-making. Process & Operations • Monitor compliance with SLAs, KPIs, and internal controls for service delivery. • Identify and implement process improvements and automation in RTR operations. • Support financial audits by preparing and maintaining necessary documentation. • Participate in daily huddles and governance meetings, providing operational insights. • Maintain audit readiness by ensuring proper documentation and record-keeping. • Develop and update SOPs, workflow charts, and process manuals to standardize financial operations. • Collaborate with external auditors and stakeholders to ensure adherence to compliance and controls. Transition & Knowledge Management • Support knowledge transfer (KT) sessions and SOP creation with Team Leads. • Ensure adherence to current procedures while identifying & implementing improvements to enhance efficiency. • Participate in transition governance meetings, providing operational insights. • Document key learnings and best practices to facilitate future transitions. Governance & Compliance • Participate in daily huddle meetings to align on priorities and address issues. • Follow the governance and service management framework, ensuring compliance with risk controls and performance reviews. • Maintain audit readiness by ensuring proper documentation and record-keeping. • Adhere to risk controls, financial reporting standards, and compliance policies. • Coordinate with onshore PICs and support teams to address challenges in RTR operations. Process Improvement & Automation • Analyze existing RTR processes to identify inefficiencies and recommend enhancements. • Work with stakeholders to implement automation tools for improved accuracy and efficiency. • Drive continuous improvement initiatives, monitoring performance metrics and gathering feedback
SPHGHA4296
Senior Engineer - Civil (Navi Mumbai)
Role Overview The Site Engineer – Civil is responsible for planning, executing, and supervising all civil construction activities for commercial office projects. The role involves managing site execution, coordinating with contractors and consultants, monitoring project progress, and ensuring quality, safety, and timely completion of the project. Key Responsibilities Execute and supervise civil works for commercial office construction projects. Manage the complete project lifecycle, from excavation and foundation to project completion and handover. Supervise all civil activities, including RCC works, shuttering, reinforcement, concreting, blockwork, plastering, flooring, and finishing works. Monitor workmanship, material quality, and adherence to approved drawings, specifications, and safety standards. Coordinate and manage civil contractors, subcontractors, and labour teams to ensure timely execution. Liaise with architects, structural consultants, MEP consultants, and project stakeholders for smooth site operations. Prepare and maintain Daily Progress Reports (DPR), Weekly Progress Reports (WPR), Project MIS, and site documentation. Track project schedules, identify execution risks, and implement corrective actions to meet project timelines. Ensure compliance with quality standards, safety regulations, and company policies. Attend site meetings and provide regular project updates to management. Required Skills Strong knowledge of RCC construction, finishing works, and commercial building execution. Ability to manage contractors and multiple site activities. Good coordination, communication, and problem-solving skills. Knowledge of AutoCAD, MS Excel, MS Project, or Primavera is an advantage. Strong understanding of construction drawings, BOQs, and project scheduling. Qualifications B.E./B.Tech or Diploma in Civil Engineering. 3–8 years of experience in commercial office building construction. Preferred Experience Experience in executing at least one complete commercial office project from excavation to final handover. Exposure to high-rise commercial buildings, corporate offices, IT parks, or mixed-use developments is preferred. Additional Requirements Flexible to work in regular and second shifts based on project requirements. Willingness to work at project sites and travel as required.
SPHGHA4295
Manager EHS - Navi Mumbai
Job Title: EHS Manager Location: Ghansoli, Navi Mumbai Experience: 5–7 Years Qualification Bachelor's Degree in Engineering, Environmental Science, Industrial Safety, or a related discipline. PGDISM (Post Graduate Diploma in Industrial Safety Management) or equivalent qualification is preferred. Mandatory Certifications / Knowledge NEBOSH (National Examination Board in Occupational Safety and Health) – Certified or strong working knowledge. Advanced Industrial Safety (AIS) / Industrial Safety certification preferred. Good understanding of Occupational Health & Safety regulations, environmental management systems, and statutory compliance. Knowledge of ISO 45001 (Occupational Health & Safety Management System) and ISO 14001 (Environmental Management System). Familiarity with Factory Act, Fire & Life Safety, Hazard Identification & Risk Assessment (HIRA), Permit to Work (PTW), Incident Investigation, Emergency Response, and Waste Management. Key Responsibilities (KRAs) Develop, implement, and monitor Environment, Health & Safety (EHS) policies and procedures across the organization. Ensure compliance with all statutory EHS regulations and company safety standards. Conduct safety inspections, audits, risk assessments, and hazard identification to minimize workplace risks. Investigate accidents, incidents, and near misses, identify root causes, and implement corrective and preventive actions (CAPA). Plan and conduct safety training, toolbox talks, emergency drills, and employee awareness programs. Monitor environmental compliance, waste management, pollution control, and sustainability initiatives. Maintain EHS documentation, reports, licenses, statutory records, and compliance trackers. Coordinate with government authorities, auditors, and regulatory agencies during inspections and audits. Promote a strong safety culture by driving continuous improvement initiatives and ensuring employee participation. Monitor contractor safety compliance and ensure adherence to site safety requirements. Desired Skills Strong knowledge of EHS laws and statutory compliance. Experience in safety audits, risk assessment, incident investigation, and emergency preparedness. Excellent communication, leadership, and stakeholder management skills. Good analytical and problem-solving abilities. Proficiency in MS Office and EHS reporting/documentation.
SPHKOL4294
Commodity Advisor - Branch (Kolkata)
Role Overview The Commodity Advisor – Branch is responsible for advising clients on commodity market investments, generating business, and managing client relationships. The role involves providing market insights, executing commodity trading opportunities, and achieving revenue targets while ensuring regulatory compliance and excellent customer service. Key Responsibilities Acquire new clients and generate business for the commodity trading segment. Advise clients on commodity market trends, trading opportunities, and investment strategies. Execute commodity trades as per client instructions and company guidelines. Build and maintain strong relationships with existing and prospective clients. Cross-sell financial products such as equities, mutual funds, insurance, and other investment solutions where applicable. Monitor commodity markets, economic developments, and global events affecting commodity prices. Achieve monthly, quarterly, and annual brokerage and revenue targets. Ensure timely client servicing and resolution of queries. Maintain accurate client records and ensure compliance with SEBI, Exchange, and internal company policies. Coordinate with branch teams to support business development initiatives and increase client engagement. Key Performance Indicators (KPIs) Revenue and brokerage generation Client acquisition and activation Trading volume Client retention Cross-selling performance Customer satisfaction Compliance adherence Required Skills Strong knowledge of commodity markets and trading platforms Excellent sales, advisory, and relationship management skills Good understanding of technical and fundamental market analysis Strong communication and negotiation abilities Customer-focused approach with analytical skills Proficiency in MS Office and trading applications
SPHCHE4293
Manager - Assurance - Chennai
Expectations and requirements: • Should have strong proficiency in English – both written and oral. • Should possess excellent knowledge of Assurance. • Should possess excellent knowledge of accounting standards, including and specifically Ind AS. • Should have strong proficiency of using excel and spreadsheets. • Should have excellent report writing skills including compiling presentations, memos and relevant documents. • Have expert knowledge and understanding of concepts around accounting and Assurance, including strong familiarity with financial statements. • Have experience of working on site and performing Assurance, including client and team management experience. • Have experience of reviewing financial statements, compiling Assurance reports, etc • Have knowledge and experience of ensuring excellent quality Assurance documentation, Assurance work papers, etc. • The role is for Bangalore location and is fully on site, and the expectation will be to primarily and substantially work at client locations /client offices basis nature of engagements and respective engagement and client requirements. Roles & Responsibilities: • Performing testing procedures including substantive and controls testing, vouching, verification, etc. • Provide necessary support to the team manager on Assurance engagement formalities • Handle areas and work allocated including testing and relevant Assurance procedures • Prepare Assurance work papers and ensure compliance with firms policies and procedures and also regulatory requirements. • Manage and supervise junior team members including article staff. • Act as a SPOC for the team with the client in terms of data flow, communication, coordination and discussions . • Coordinate with internal and external teams including client personnel for information/ data • Support the team on standardization of processes, documentation, analysis of technical issues, and research solutions. • Support the team manager in project management, preparing status updated, compiling requirements lists, etc • Participate in meeting with various teams, and contribute for the areas and responsibilities handled. • Understanding business & industry issues / trends. • Ensuring timely delivery of working papers as per the defined timelines. • Ensuring compliance with engagement plans, internal quality & risk management procedures. • Should demonstrate knowledge of applicable laws and regulations and keep up to date with new pronouncements relating to Ind AS. • Ownership and accountability of delivering all aspects of the Assurance engagement, from start to finish. • Be responsible to front end and manage the internal and external quality review process for respective engagements and deliverables. • Collaborate with teams including with experts and specialists involved in supporting delivery of Assurance engagements. • Responsible for the operational matters including, billing, collections, efficiency and optimal utilisation of efforts and resources, monitoring engagement budgets, etc. • Proactively taking up full responsibility of documentation and guiding/monitoring junior resources of the team.
SPHCHE4292
Assistant Manager - Assurance - Chennai
Expectations and requirements: • Should have strong proficiency in English – both written and oral. • Should possess excellent knowledge of Assurance. • Should possess excellent knowledge of accounting standards, including and specifically Ind AS. • Should have strong proficiency of using excel and spreadsheets. • Should have excellent report writing skills including compiling presentations, memos and relevant documents. • Have expert knowledge and understanding of concepts around accounting and Assurance, including strong familiarity with financial statements. • Have experience of working on site and performing Assurance, including client and team management experience. • Have experience of reviewing financial statements, compiling Assurance reports, etc • Have knowledge and experience of ensuring excellent quality Assurance documentation, Assurance work papers, etc. • The role is for Bangalore location and is fully on site, and the expectation will be to primarily and substantially work at client locations /client offices basis nature of engagements and respective engagement and client requirements. Roles & Responsibilities: • Performing testing procedures including substantive and controls testing, vouching, verification, etc. • Provide necessary support to the team manager on Assurance engagement formalities • Handle areas and work allocated including testing and relevant Assurance procedures • Prepare Assurance work papers and ensure compliance with firms policies and procedures and also regulatory requirements. • Manage and supervise junior team members including article staff. • Act as a SPOC for the team with the client in terms of data flow, communication, coordination and discussions. • Coordinate with internal and external teams including client personnel for information/ data • Support the team on standardization of processes, documentation, analysis of technical issues, and research solutions. • Support the team manager in project management, preparing status updated, compiling requirements lists, etc • Participate in meeting with various teams and contribute for the areas and responsibilities handled. • Understanding business & industry issues / trends. • Ensuring timely delivery of working papers as per the defined timelines. • Ensuring compliance with engagement plans, internal quality & risk management procedures. • Should demonstrate knowledge of applicable laws and regulations and keep up to date with new pronouncements relating to Ind AS. • Ownership and accountability of delivering all aspects of the Assurance engagement, from start to finish. • Be responsible to front end and manage the internal and external quality review process for respective engagements and deliverables. • Collaborate with teams including with experts and specialists involved in supporting delivery of Assurance engagements. • Responsible for the operational matters including, billing, collections, efficiency and optimal utilisation of efforts and resources, monitoring engagement budgets, etc. • Proactively taking up full responsibility of documentation and guiding/monitoring junior resources of the team.
SPHBAN4291
Assistant Manager - Assurance - Bangalore
Expectations and requirements: • Should have strong proficiency in English – both written and oral. • Should possess excellent knowledge of Assurance. • Should possess excellent knowledge of accounting standards, including and specifically Ind AS. • Should have strong proficiency of using excel and spreadsheets. • Should have excellent report writing skills including compiling presentations, memos and relevant documents. • Have expert knowledge and understanding of concepts around accounting and Assurance, including strong familiarity with financial statements. • Have experience of working on site and performing Assurance, including client and team management experience. • Have experience of reviewing financial statements, compiling Assurance reports, etc • Have knowledge and experience of ensuring excellent quality Assurance documentation, Assurance work papers, etc. • The role is for Bangalore location and is fully on site, and the expectation will be to primarily and substantially work at client locations /client offices basis nature of engagements and respective engagement and client requirements. Roles & Responsibilities: • Performing testing procedures including substantive and controls testing, vouching, verification, etc. • Provide necessary support to the team manager on Assurance engagement formalities • Handle areas and work allocated including testing and relevant Assurance procedures • Prepare Assurance work papers and ensure compliance with firms policies and procedures and also regulatory requirements. • Manage and supervise junior team members including article staff. • Act as a SPOC for the team with the client in terms of data flow, communication, coordination and discussions. • Coordinate with internal and external teams including client personnel for information/ data • Support the team on standardization of processes, documentation, analysis of technical issues, and research solutions. • Support the team manager in project management, preparing status updated, compiling requirements lists, etc • Participate in meeting with various teams and contribute for the areas and responsibilities handled. • Understanding business & industry issues / trends. • Ensuring timely delivery of working papers as per the defined timelines. • Ensuring compliance with engagement plans, internal quality & risk management procedures. • Should demonstrate knowledge of applicable laws and regulations and keep up to date with new pronouncements relating to Ind AS. • Ownership and accountability of delivering all aspects of the Assurance engagement, from start to finish. • Be responsible to front end and manage the internal and external quality review process for respective engagements and deliverables. • Collaborate with teams including with experts and specialists involved in supporting delivery of Assurance engagements. • Responsible for the operational matters including, billing, collections, efficiency and optimal utilisation of efforts and resources, monitoring engagement budgets, etc. • Proactively taking up full responsibility of documentation and guiding/monitoring junior resources of the team.
SPHBAN4290
Manager - Assurance - Bangalore
Expectations and requirements: • Should have strong proficiency in English – both written and oral. • Should possess excellent knowledge of Assurance. • Should possess excellent knowledge of accounting standards, including and specifically Ind AS. • Should have strong proficiency of using excel and spreadsheets. • Should have excellent report writing skills including compiling presentations, memos and relevant documents. • Have expert knowledge and understanding of concepts around accounting and Assurance, including strong familiarity with financial statements. • Have experience of working on site and performing Assurance, including client and team management experience. • Have experience of reviewing financial statements, compiling Assurance reports, etc • Have knowledge and experience of ensuring excellent quality Assurance documentation, Assurance work papers, etc. • The role is for Bangalore location and is fully on site, and the expectation will be to primarily and substantially work at client locations /client offices basis nature of engagements and respective engagement and client requirements. Roles & Responsibilities: • Performing testing procedures including substantive and controls testing, vouching, verification, etc. • Provide necessary support to the team manager on Assurance engagement formalities • Handle areas and work allocated including testing and relevant Assurance procedures • Prepare Assurance work papers and ensure compliance with firms policies and procedures and also regulatory requirements. • Manage and supervise junior team members including article staff. • Act as a SPOC for the team with the client in terms of data flow, communication, coordination and discussions . • Coordinate with internal and external teams including client personnel for information/ data • Support the team on standardization of processes, documentation, analysis of technical issues, and research solutions. • Support the team manager in project management, preparing status updated, compiling requirements lists, etc • Participate in meeting with various teams, and contribute for the areas and responsibilities handled. • Understanding business & industry issues / trends. • Ensuring timely delivery of working papers as per the defined timelines. • Ensuring compliance with engagement plans, internal quality & risk management procedures. • Should demonstrate knowledge of applicable laws and regulations and keep up to date with new pronouncements relating to Ind AS. • Ownership and accountability of delivering all aspects of the Assurance engagement, from start to finish. • Be responsible to front end and manage the internal and external quality review process for respective engagements and deliverables. • Collaborate with teams including with experts and specialists involved in supporting delivery of Assurance engagements. • Responsible for the operational matters including, billing, collections, efficiency and optimal utilisation of efforts and resources, monitoring engagement budgets, etc. • Proactively taking up full responsibility of documentation and guiding/monitoring junior resources of the team.
SPHHYD4289
Manager - Assurance - Hyderabad
Expectations and requirements: • Should have strong proficiency in English – both written and oral. • Should possess excellent knowledge of Assurance. • Should possess excellent knowledge of accounting standards, including and specifically Ind AS. • Should have strong proficiency of using excel and spreadsheets. • Should have excellent report writing skills including compiling presentations, memos and relevant documents. • Have expert knowledge and understanding of concepts around accounting and Assurance, including strong familiarity with financial statements. • Have experience of working on site and performing Assurance, including client and team management experience. • Have experience of reviewing financial statements, compiling Assurance reports, etc • Have knowledge and experience of ensuring excellent quality Assurance documentation, Assurance work papers, etc. • The role is for Hyderabad location and is fully on site, and the expectation will be to primarily and substantially work at client locations /client offices basis nature of engagements and respective engagement and client requirements. Roles & Responsibilities: • Performing testing procedures including substantive and controls testing, vouching, verification, etc. • Provide necessary support to the team manager on Assurance engagement formalities • Handle areas and work allocated including testing and relevant Assurance procedures • Prepare Assurance work papers and ensure compliance with firms policies and procedures and also regulatory requirements. • Manage and supervise junior team members including article staff. • Act as a SPOC for the team with the client in terms of data flow, communication, coordination and discussions . • Coordinate with internal and external teams including client personnel for information/ data • Support the team on standardization of processes, documentation, analysis of technical issues, and research solutions. • Support the team manager in project management, preparing status updated, compiling requirements lists, etc • Participate in meeting with various teams, and contribute for the areas and responsibilities handled. • Understanding business & industry issues / trends. • Ensuring timely delivery of working papers as per the defined timelines. • Ensuring compliance with engagement plans, internal quality & risk management procedures. • Should demonstrate knowledge of applicable laws and regulations and keep up to date with new pronouncements relating to Ind AS. • Ownership and accountability of delivering all aspects of the Assurance engagement, from start to finish. • Be responsible to front end and manage the internal and external quality review process for respective engagements and deliverables. • Collaborate with teams including with experts and specialists involved in supporting delivery of Assurance engagements. • Responsible for the operational matters including, billing, collections, efficiency and optimal utilisation of efforts and resources, monitoring engagement budgets, etc. • Proactively taking up full responsibility of documentation and guiding/monitoring junior resources of the team.
SPHHYD4288
Assistant Manager - Assurance - Hyderabad
Expectations and requirements: • Should have strong proficiency in English – both written and oral. • Should possess excellent knowledge of Assurance. • Should possess excellent knowledge of accounting standards, including and specifically Ind AS. • Should have strong proficiency of using excel and spreadsheets. • Should have excellent report writing skills including compiling presentations, memos and relevant documents. • Have expert knowledge and understanding of concepts around accounting and Assurance, including strong familiarity with financial statements. • Have experience of working on site and performing Assurance, including client and team management experience. • Have experience of reviewing financial statements, compiling Assurance reports, etc • Have knowledge and experience of ensuring excellent quality Assurance documentation, Assurance work papers, etc. • The role is for Bangalore location and is fully on site, and the expectation will be to primarily and substantially work at client locations /client offices basis nature of engagements and respective engagement and client requirements. Roles & Responsibilities: • Performing testing procedures including substantive and controls testing, vouching, verification, etc. • Provide necessary support to the team manager on Assurance engagement formalities • Handle areas and work allocated including testing and relevant Assurance procedures • Prepare Assurance work papers and ensure compliance with firms policies and procedures and also regulatory requirements. • Manage and supervise junior team members including article staff. • Act as a SPOC for the team with the client in terms of data flow, communication, coordination and discussions. • Coordinate with internal and external teams including client personnel for information/ data • Support the team on standardization of processes, documentation, analysis of technical issues, and research solutions. • Support the team manager in project management, preparing status updated, compiling requirements lists, etc • Participate in meeting with various teams and contribute for the areas and responsibilities handled. • Understanding business & industry issues / trends. • Ensuring timely delivery of working papers as per the defined timelines. • Ensuring compliance with engagement plans, internal quality & risk management procedures. • Should demonstrate knowledge of applicable laws and regulations and keep up to date with new pronouncements relating to Ind AS. • Ownership and accountability of delivering all aspects of the Assurance engagement, from start to finish. • Be responsible to front end and manage the internal and external quality review process for respective engagements and deliverables. • Collaborate with teams including with experts and specialists involved in supporting delivery of Assurance engagements. • Responsible for the operational matters including, billing, collections, efficiency and optimal utilisation of efforts and resources, monitoring engagement budgets, etc. • Proactively taking up full responsibility of documentation and guiding/monitoring junior resources of the team.
SPHMUM4287
Product Team - Senior Business Analyst / Lead Business Analyst (Prabhadevi)
Job Responsibility 1. Working as Product Manager / Product Owner / Business Analyst in any Broking / Securities organization. 2. Will be part of team that owns development of Mobile App, Website, EXE, Middleware, Open API, etc. used by clients for securities / shares trading. 3. Should have hands on experience of working on any of trading OMS & RMS (e.g. OMNENEST, etc.), along with competitors offerings. 4. Should have sound knowledge of all the features (trading & non-trading) available to clients, within a trading application. 5. Vendor management & team management is integral part of role. 6. Track & evaluate data analytics for business interpretation, and plan accordingly. (Campaign experience will be add on)
SPHMUM4286
Product Team - Junior BA - Prabhadevi
Job Responsibility 1. Working as Product Manager / Product Owner / Business Analyst in any Broking / Securities organization. 2. Will be part of team that owns development of Mobile App, Website, EXE, Middleware, Open API, etc. used by clients for securities / shares trading. 3. Should have hands on experience of working on any of trading OMS & RMS (e.g. OMNENEST, etc.), along with competitors offerings. 4. Should have sound knowledge of all the features (trading & non-trading) available to clients, within a trading application. 5. Vendor management & team management is integral part of role. 6. Working knowledge of User Stories, Sprint management, Jira, Confluence is preferred. 7. Agile / Scrum / Project certification such as PMI, Prince, PSM, PSPO, etc. preferred 8. NISM certifications preferred.
SPHKOL4285
PCG Advisor - Kolkata
Key Responsibilities: • Client Acquisition & Relationship Management o Identify, acquire, and manage HNI and Ultra HNI clients. o Build long-term client relationships through proactive engagement and consistent service delivery. o Conduct periodic portfolio reviews and offer suitable investment recommendations. • Portfolio Management o Understand client needs, risk appetite, and investment goals. o Provide asset allocation and investment advisory across multiple product categories (Equity, MF, PMS, AIF, Bonds, Insurance, etc.). o Monitor client portfolios and ensure performance aligns with objectives. • Revenue & Business Targets o Achieve monthly and annual revenue, AUM, and client acquisition targets. o Cross-sell wealth management products and increase the share of wallet. o Contribute to branch profitability through client retention and referrals. • Compliance & Risk Management o Adhere to all compliance guidelines, internal policies, and regulatory frameworks. o Maintain accurate documentation and records as per KYC and audit requirements. • Collaboration o Coordinate with product, research, and operations teams for seamless client servicing. o Participate in marketing and client engagement initiatives. Required Skills & Competencies: • Strong understanding of financial markets, investment products, and portfolio management. • Excellent communication, presentation, and interpersonal skills. • Proven sales and relationship management capabilities. • Analytical and advisory ability with client-centric approach. • NISM certification (Mutual Fund, Equity Derivatives) mandatory. Educational Qualification: • Graduate / Post Graduate in Finance, Commerce, or Business Administration. • MBA (Finance) / CFP / NISM Certified preferred. Key Performance Indicators (KPIs): • Revenue generation and AUM growth. • New HNI client acquisition. • Retention and client satisfaction levels. • Product penetration across categories.
SPHPUN4284
SM Direct Informal - Jejuri
Job Purpose To drive home loan business by managing sales teams and sourcing channels, ensuring achievement of business targets while maintaining portfolio quality and customer satisfaction. Key Responsibilities • Drive Home Loan and Loan Against Property (LAP) sales in the assigned geography • Achieve monthly, quarterly, and annual sales targets • Lead, manage, and motivate a team of Relationship Officers / Sales Executives • Build and maintain strong relationships with channel partners and builders • Coordinate with Credit, Legal, and Operations teams for smooth loan processing • Ensure quality sourcing with minimal rejections and delinquency • Ensure high customer satisfaction and timely resolution of escalations Eligibility Criteria • Graduate / MBA • 4–8 years of experience in Home Loans / Mortgage / Housing Finance sales Key Skills Required • Home Loan Sales • Mortgage / LAP • Team Handling & Channel Management • Target-driven & result-oriented approach
SPHPUN4283
Sales Manager (SM) --Pune Kharadi Retails
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.
SPHBAN4282
OMS Support - Bangalore
OPS RMS ROTA & Retail Functional Essential Skills/Experience Required: Domain expertise of Indian stock & commodities markets. Holder of NISM certification is additional benefit Incident management, troubleshooting and client management skills. Logical thinker/problem solver who is self-motivated and strong contributor within a team. Knowledge of Stock market in cash , Derivatives , commodity , currency, Nest trader Application e.t.c. Ability to communicate in English and Hindi are essential. Fluency in any other local native languages is a plus. Independent worker with excellent time management and escalation skills. Demonstrates can-do attitude in challenging situations.
SPHMUM4281
Senior Manager - Customer Experience & NPS
Insight & Analytics ▪ Build and continuously evolve the CX/NPS measurement framework — dashboards, scorecards, and diagnostic reporting — moving the function from descriptive reporting toward root-cause and driver-level analysis. ▪ Analyse NPS, VOC, and customer journey data to surface the why behind the scores, quantify the impact of detractor themes, and prioritise improvement areas by business value. ▪ Correlate CX/NPS performance with downstream business outcomes (retention, service efficiency, advisor/branch performance) to establish NPS as a leading indicator and build a defensible business case for CX investment. ▪ Design and run segment-, vertical-, and vintage-level analysis to identify where, for whom, and why experience is breaking down. Driving Action & Closed-Loop ▪ Own the closed-loop process — ensure detractor recovery, escalation handling, and feedback follow-through are not just tracked but actually closed, with adherence measured and reported. ▪ Partner with business, service, and operations stakeholders to convert insights into committed actionables, and hold the loop accountable to closure timelines. ▪ Identify systemic, recurring detractor drivers and drive structural fixes with the relevant process/product owners — not just case-level resolution. Leadership Reporting & Governance ▪ Produce and present CX/NPS reviews for senior leadership (including CXO-level forums), translating data into a clear narrative of performance, risk, and recommended action. ▪ Run and strengthen CX governance — performance reviews, red-flag detection, and closure tracking — ensuring leadership has a reliable, single source of truth. ▪ Define and track the CX KPI set the function is accountable for, and report progress against improvement targets. Programme & Capability (especially at Senior Manager level) ▪ Own the operational running and continuous improvement of the NPS programme across verticals — survey design and channels, response-rate optimisation, and data integrity end-to-end. ▪ Drive automation and visualisation enhancements in partnership with analytics/IT to scale reporting efficiency and free up analyst capacity for higher-value work. ▪ Lead, mentor, and develop a small team of analysts/coordinators; set standards for accuracy, timeliness, and insight quality. (Senior Manager) SKILLS & COMPETENCIES ▪ Advanced Microsoft Excel (Pivot Tables, Power Query, advanced formulas, automation) and strong PowerPoint storytelling for leadership audiences. ▪ Working knowledge of Power BI or similar BI tools (preferred); comfort with data automation. Familiarity with SQL or Python for analytics is an added advantage. ▪ Strong analytical and structured problem-solving ability — able to connect data to business impact and translate findings into clear recommendations. ▪ Solid grasp of NPS framework, VOC analytics, closed-loop methodology, and CX metrics; exposure to journey mapping / CX design thinking is a plus. ▪ Excellent communication and executive stakeholder management — able to influence senior leaders and cross-functional partners without direct authority. ▪ High ownership and results orientation — accountable not just for reporting the number, but for helping move it. ▪ Demonstrated people leadership and ability to manage a programme end-to-end. (Senior Manager) QUALIFICATION & EXPERIENCE ▪ Bachelor's or Master's degree in Statistics, Data Analytics, Business Management, Economics, or a related field. ▪ Manager: 5–8 years in CX, customer insights, analytics, or process excellence — preferably within BFSI / broking / financial services. ▪ Proven experience running or significantly contributing to NPS / VOC / CX improvement programmes, with at least one example of having driven a measurable improvement in a customer or service metric. ▪ Prior exposure to closed-loop management, CX governance, or structured stakeholder reporting strongly preferred.
SPHMUM4280
AVP – Product - Manager
Key Responsibilities 1. Product Strategy & Vision • Define the long-term vision and product roadmap for digital General Insurance products (e.g., Motor, Health, Travel, Home, and Cyber insurance). Align digital roadmaps with overarching business objectives, ensuring profitability and a competitive market edge. Conduct market research, competitor analysis, and monitor industry trends (e.g., embedded insurance, telematics, and AI underwriting). 2. Product Development & User Experience (UX) • Lead the end-to-end digital buying journey, from simplified onboarding and digital KYC to seamless checkout. • Own UX/UI enhancements for mobile applications and web platforms to drive higher conversion rates, cross-selling, and customer retention. Define features, draft user stories, and oversee the product backlog, ensuring the engineering team delivers viable solutions. 3. Cross-Functional Collaboration • Partner with technical teams (engineering, QA, design) and business stakeholders (underwriting, claims, actuarial, and marketing) to build and scale products.Ensure core digital features—such as premium calcu-lators, automated claims processing, and policy issuance—adhere to actuarial rating logic and risk pro-files. • Oversee Go-To-Market (GTM) strategies, digital marketing integrations, and push notification campaigns for lifecycle engagement. 4. Compliance & Risk Management • Ensure all digital products and online flows comply with IRDAI (Insurance Regulatory and Development Authority) guidelines and local data privacy laws. Collaborate with legal and compliance teams to ensure accurate policy wordings, transparent disclosures, and data security. • Monitor product performance metrics and enforce data-driven governance. • Key Requirements – Education & Certificates • A postgraduate degree in business administration or computer science field typically preferred. Key Requirements - Experience &Skills • 10-15 years of experience in product management or digital product roles • Strong exposure to mobile apps or web platforms • Comfortable working in Agile/Scrum setups with tools like JIRA, Confluence, Figma • Data‑driven mindset and customer‑first approach • Team Management Remarks The details of this position are confidential. The decision to change / modify the specifications is at management’s discretion
SPHMUM4279
Senior Manager – Product (Mumbai)
Key Responsibilities 1. Product Strategy & Vision • Define the long-term vision and product roadmap for digital General Insurance products (e.g., Motor, Health, Travel, Home, and Cyber insurance). Align digital roadmaps with overarching business objectives, ensuring profitability and a competitive market edge. Conduct market research, competitor analysis, and monitor industry trends (e.g., embedded insurance, telematics, and AI underwriting). 2. Product Development & User Experience (UX) • Lead the end-to-end digital buying journey, from simplified onboarding and digital KYC to seamless checkout. • Own UX/UI enhancements for mobile applications and web platforms to drive higher conversion rates, cross-selling, and customer retention. Define features, draft user stories, and oversee the product backlog, ensuring the engineering team delivers viable solutions. 3. Cross-Functional Collaboration • Partner with technical teams (engineering, QA, design) and business stakeholders (underwriting, claims, actuarial, and marketing) to build and scale products.Ensure core digital features—such as premium calcu-lators, automated claims processing, and policy issuance—adhere to actuarial rating logic and risk pro-files. • Oversee Go-To-Market (GTM) strategies, digital marketing integrations, and push notification campaigns for lifecycle engagement. 4. Compliance & Risk Management • Ensure all digital products and online flows comply with IRDAI (Insurance Regulatory and Development Authority) guidelines and local data privacy laws. Collaborate with legal and compliance teams to ensure accurate policy wordings, transparent disclosures, and data security. • Monitor product performance metrics and enforce data-driven governance. • Key Requirements – Education & Certificates • A postgraduate degree in business administration or computer science field typically preferred. Key Requirements - Experience &Skills • 5-9 years of experience in product management or digital product roles • Strong exposure to mobile apps or web platforms • Comfortable working in Agile/Scrum setups with tools like JIRA, Confluence, Figma • Data‑driven mindset and customer‑first approach Remarks The details of this position are confidential. The decision to change / modify the specifications is at management’s discretion
SPHMUM4278
Deputy Manager – PMO
Key Accountabilities: Persistency Drive and Execution • Drive daily, weekly, and monthly persistency improvement activities across SPOCs • Coordinate with BSOs, GMs, and field teams for Autopay drive, NGIN multiple-due collections, unmapped policy VOC, and field follow-up • Track commitment-vs-collection data for all impact groups; prepare daily EOD status for the Persistency Head • Monitor NACH / eMandate / UPI autopay penetration; drive mandate enrolment campaigns with Call Centre and BSO teams • Manage orphan/unmapped policy tracking — ensure 48-hour re-mapping SOP is adhered to across all branches • Support BH-level RCA submissions, compile responses into master tracker, and flag Critical/High Risk branches for escalation Reporting and Presentations • Prepare weekly and monthly persistency performance presentations for senior leadership, PMO reviews, and Zonal/Regional management meetings • Build decks (PPT) for management presentations — combining data, insights, root cause analysis, and action plans in a clear visual format • Produce the Monthly Activity MIS summarizing all drive activities, collection progress, SPOC-wise updates, and Call Centre outcomes • Prepare and track minutes of meetings (MOM) for all persistency review calls — SPOC meetings, CRT coordination, PMO reviews — and track action closure Automate all routine MIS and reports to reduce manual effort and enable real-time decision-making Must have: Minimum 3-5 yrs. of experience in Persistency Management, Stakeholder Management, BFSI, Experienced in MS office and data management. INTERACTIONS Prerequisite of interaction with Operations, IT, Sales and Compliances on regular basis Ensuring actionable pertaining to Call Centre are tracked for closure
SPHKOL4277
Relationship Manager Retail - Kolkata
Key Responsibilities Acquire new retail clients for Demat and Trading accounts. Generate leads through referrals, field visits, cold calling, digital channels, and local marketing activities. Build and maintain long-term relationships with clients. Cross-sell financial products such as: o Mutual Funds o SIPs o PMS o Insurance o Bonds o IPOs o Margin Funding o Other investment products Help clients with account opening and onboarding. Provide market updates and investment-related information. Meet monthly sales, revenue, and client acquisition targets. Coordinate with operations and research teams to ensure quality client service. Ensure compliance with SEBI and company policies. Eligibility Graduate in any discipline (preferred). 3 years of experience in broking,financial sales. Strong communication, sales, and relationship-building skills. Knowledge of equity markets and investment products is an advantage. NISM certification mandatory Skills Required Sales and business development Client relationship management Prospecting and lead generation Negotiation and convincing skills Financial product knowledge Target orientation Communication and presentation skills
SPHBHU4276
Area Manager - IFA (Bhubaneshwar)
Role Summary The Area Manager – IFA is responsible for driving business through the Independent Financial Advisor (IFA) channel by acquiring, managing, and strengthening relationships with IFAs in the assigned territory. The role focuses on achieving sales targets, increasing AUM, and expanding the distribution network. Key Responsibilities Acquire and onboard new IFAs in the assigned territory. Manage and strengthen relationships with existing IFAs. Drive sales of Mutual Funds, SIPs, and other investment products. Achieve monthly and quarterly business targets. Conduct product presentations, training sessions, and investor awareness programs. Provide regular market updates and sales support to IFAs. Monitor business performance and prepare MIS reports. Ensure compliance with company policies and regulatory guidelines. Required Skills Strong sales and relationship management skills. Good knowledge of Mutual Funds and financial products. Excellent communication and presentation skills. Ability to work independently and achieve business targets.
SPHMUM4275
Udyog Plus - Mumbai
Key Responsibilities Identify, acquire, and develop new SME and business-owner relationships to drive insurance sales. Build and execute business development strategies to expand the Udyog Plus customer base. Generate leads through networking, referrals, industry associations, and market outreach activities. Achieve assigned business targets relating to premium, policy issuance, and customer acquisition. Build and maintain strong relationships with key stakeholders, including SMEs, business owners, and corporate decision-makers. Understand customer requirements and provide suitable insurance and protection solutions. Ensure high levels of customer engagement, satisfaction, and retention. Identify new business opportunities and emerging customer segments. Analyze market trends, customer needs, and competitor activities to identify growth opportunities. Collaborate with internal sales, product, operations, and support teams to deliver seamless customer experiences. Provide exceptional service and support to existing customers. Drive customer retention, cross-sell, and referral opportunities. Eligibility & Experience Education: Graduate in any discipline. MBA or Postgraduate qualification preferred. Prior experience in SME, MSME, Insurance, Banking, Financial Services, or related sectors preferred. Key Skills & Competencies Excellent communication and presentation skills. Strong negotiation and interpersonal abilities. Relationship-building and stakeholder management expertise. Strong analytical and problem-solving skills. Ability to work independently as well as collaboratively within a team environment. Customer-centric and consultative selling approach. Results-driven with a strong focus on achieving targets and business outcomes. Understanding of SME customer ecosystem and business insurance solutions is preferred. Key Performance Indicators (KPIs) New SME/Business Customer Acquisition Premium and Revenue Achievement Lead Conversion Ratio Customer Retention and Persistency Cross-sell and Upsell Performance Market Penetration and Business Growth Customer Satisfaction and Service Excellence Preferred Candidate Profile Strong network within the SME/MSME ecosystem. Passion for sales, business development, and customer relationship management. Self-motivated, entrepreneurial, and performance-oriented. Ability to thrive in a fast-paced and target-driven environment.
SPHAHM4274
Udyog Plus - Ahmedabad
Key Responsibilities Identify, acquire, and develop new SME and business-owner relationships to drive insurance sales. Build and execute business development strategies to expand the Udyog Plus customer base. Generate leads through networking, referrals, industry associations, and market outreach activities. Achieve assigned business targets relating to premium, policy issuance, and customer acquisition. Build and maintain strong relationships with key stakeholders, including SMEs, business owners, and corporate decision-makers. Understand customer requirements and provide suitable insurance and protection solutions. Ensure high levels of customer engagement, satisfaction, and retention. Identify new business opportunities and emerging customer segments. Analyze market trends, customer needs, and competitor activities to identify growth opportunities. Collaborate with internal sales, product, operations, and support teams to deliver seamless customer experiences. Provide exceptional service and support to existing customers. Drive customer retention, cross-sell, and referral opportunities. Eligibility & Experience Education: Graduate in any discipline. MBA or Postgraduate qualification preferred. Prior experience in SME, MSME, Insurance, Banking, Financial Services, or related sectors preferred. Key Skills & Competencies Excellent communication and presentation skills. Strong negotiation and interpersonal abilities. Relationship-building and stakeholder management expertise. Strong analytical and problem-solving skills. Ability to work independently as well as collaboratively within a team environment. Customer-centric and consultative selling approach. Results-driven with a strong focus on achieving targets and business outcomes. Understanding of SME customer ecosystem and business insurance solutions is preferred. Key Performance Indicators (KPIs) New SME/Business Customer Acquisition Premium and Revenue Achievement Lead Conversion Ratio Customer Retention and Persistency Cross-sell and Upsell Performance Market Penetration and Business Growth Customer Satisfaction and Service Excellence Preferred Candidate Profile Strong network within the SME/MSME ecosystem. Passion for sales, business development, and customer relationship management. Self-motivated, entrepreneurial, and performance-oriented. Ability to thrive in a fast-paced and target-driven environment.
SPHHYD4273
Associate - P2P - Hyderabad
Key Responsibilities: Procure-to-Pay (P2P) Operations & Financial Processing Perform daily P2P operations, ensuring seamless execution of accounts payable tasks. Ensure timely and accurate processing of vendor invoices in the system. Maintain accurate transaction records for reporting and audit purposes. Verify and audit invoices to ensure compliance with internal financial policies and payment guidelines. Download invoices from supplier portals and SharePoint for processing. Monitor and track invoices in the system to reflect real-time processing status. Ensure proper documentation for each invoice and payment. Review and approve reimbursement requests. Escalate unresolved supplier invoice issues and discrepancies to the appropriate teams. Service Delivery & Compliance Adhere to SLAs, KPIs, and turnaround times (TATs) for transaction processing. Ensure compliance with P2P policies, internal controls, and regulatory requirements. Maintain strong relationships with group company counterparts and suppliers to ensure smooth operations. Coordinate with enablement and support functions to resolve operational challenges. Maintain audit readiness and proper record-keeping for all P2P transactions. Participate in daily huddle meetings to align on tasks, priorities, and issue resolution. Supplier & Stakeholder Engagement Address and resolve supplier/vendor queries in coordination with the front office. Maintain professional communication with internal and external stakeholders. Coordinate with vendors and onshore teams to resolve discrepancies. Transition Responsibilities Participate in Knowledge Transfer (KT) sessions and assist in documenting processes. Ensure compliance with transition timelines and governance requirements. Collaborate with the transition team to identify and resolve operational gaps. Process Improvement & Development Identify areas for process optimization and contribute to automation initiatives. Suggest improvements to enhance operational efficiency and financial controls. Stay updated on industry best practices and compliance requirements. Key Outputs / Measurable Deliverables: Accuracy & Timeliness in invoice processing and financial transactions. Effective resolution of supplier/vendor queries. Adherence to SLAs, KPIs, compliance, and process guidelines. Strong collaboration with internal & external stakeholders. Proactive identification and resolution of process gaps. Technical & Skill-Based Competencies: Educational Qualifications Graduate/Postgraduate in Commerce. Basic MS Office Certification. Technical Skills • 4-6 years of relevant AP/P2P experience. • Strong experience in Shared Services / SSC / BPO environments. • Experience managing small teams (formal or ad-hoc). • Advanced MS Excel proficiency. • SAP S4 HANA Public Cloud ERP experience(Mandatory). • Shipping/logistics industry experience (preferred). • Strong communication and stakeholder management skills. • Ability to work in rotational shifts as per global business needs.
SPHKOL4272
Senior Circle Relationship Head - Axis
Job Purpose The Senior Circle Relationship Head will be strategically responsible for driving the Life Insurance business volume and maintaining top-tier mindshare within the Axis Bank relationship across the assigned circle/clusters in Kolkata. As an L2 Manager, the incumbent will lead a high-performing team of Cluster Managers, Area Managers, and Relationship Managers. Operating in an Open Architecture environment, the role demands strategic positioning, aggressive market share acquisition, and deep institutional relationship management to achieve a minimum business volume of ₹30 Crores Per Annum. Key Responsibilities 1. Relationship & Mindshare Management • Act as the primary strategic liaison between the Insurance organization and the Axis Bank Circle/Zonal leadership in Kolkata. • Establish deeply rooted relationships with Bank Zonal Heads, Circle Heads, and Key Cluster Heads to ensure priority placement for the company's product suite. • Navigate the bank’s Open Architecture framework efficiently, deploying strategies to counter competition and maximize our counter-share at individual branches. 2. Business Delivery & P&L Ownership • Own and deliver the annual target of ₹30+ Crores in new business premium (NBP). • Drive key business metrics including product mix optimization (ULIP, Traditional, Protection), average ticket size, and active branch penetration. • Monitor and ensure high operational efficiency, high case-issuance rates, and an impeccable persistency ratio (13th & 25th month). 3. Team Leadership & Capability Building • Lead, mentor, and track the performance of a layered team of Cluster Heads and Frontline Sales Professionals across mapped branches. • Foster a high-performance culture by ensuring strict adherence to sales processes, daily activity tracking, and joint field work. • Conduct regular structured intervention and training programs for both the internal team and bank staff on new product launches and compliance guidelines. 4. Market Intelligence & Compliance • Keep a close pulse on competitive movements within Axis Bank branches and design rapid-response strategies. • Ensure 100% adherence to regulatory guidelines (IRDAI) and internal bank compliance protocols. Zero tolerance for mis-selling or unethical market practices.
SPHMUM4271
Sales Manager - Mumbai
Role Description This is a full-time on-site role as a Sales Manager located in Mumbai. The Sales Manager will be responsible for generating new business opportunities, managing and growing existing accounts, meeting sales targets, developing sales strategies, preparing proposals and contracts, and maintaining customer relationships. The Sales Manager will collaborate with internal teams to ensure customer satisfaction and stay up-to-date with industry trends and developments. Skills Sales and Business Development skills, including lead generation and account management. Excellent communication, negotiation, and interpersonal skills Ability to meet and exceed sales targets Experience in the securities markets industry Ability to work independently and as part of a team Qualification Bachelor's degree in Business Administration, Finance, Marketing, or related field
SPHMUM4250
Human Resource Business Partner (HRBP) - Mumbai
Employee Relations: Providing guidance and support to managers and staff on a wide range of strategic and operational human resources issues. HR Activities: Contributing to various HR functions and driving business performance. Operational Management: Leading the operational function within the HR team. Recruitment: Managing recruitment processes to meet organizational needs. Organizational Development: Implementing strategies for organizational development and learning. Performance Management: Overseeing performance management systems to ensure alignment with business goals. Stakeholder Management: Engaging with senior stakeholders to influence change at a strategic level across the business. The role requires proactive communication skills, competence in managing various HR activities across the employee life cycle, and experience in business partnering.
SPHMUM4199
Regional Business Head - Andheri E
Key Responsibilities: • Develop and execute strategies to acquire retirement funds business from corporate clients in key, mega, and PSU segments in the West Zone. • Build and maintain strong relationships with decision-makers in MNCs, Indian companies, banks, and public sector organizations. • Identify and capitalize on business development opportunities within Group Fund products. • Generate qualified leads for other LOBs like Group Term Insurance, Group Credit Life, NPS, and ABC entities to support cross-selling efforts. • Collaborate with internal teams to ensure smooth onboarding and service delivery. • Achieve assigned sales targets and contribute to overall business growth in the region. Eligibility: • Minimum 6-7 years of sales experience, preferably in financial services, insurance, or retirement fund business. • Proven track record of business development and client acquisition in the corporate segment. • Strong networking and relationship-building skills with corporate clients. • Excellent communication, negotiation, and presentation skills. • Ability to work independently and as part of a team. • Willingness to travel across the West Zone region as needed.
SPHCOI4152
Business Development Manager - BDM (Coimbatore)
This role plays a crucial part in driving sales growth and managing the customer lifecycle for building materials. You will be responsible for proactively generating new business opportunities, managing existing customer relationships, ensuring efficient order processing, and maximizing customer satisfaction. You will achieve this by developing and implementing strategic sales plans, building strong relationships with key decision-makers, managing customer data effectively, and collaborating seamlessly with internal teams. 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. Ensure adherence to all local regulations, company standards, processes and policies throughout the sales process. 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.
SPHMUM4126
Manager Ops - FWA - Mumbai
1) Job Purpose: Write the purpose for which the job exists (in 2-3 lines) (Max 1325 Characters) The purpose of this role includes 1.To do investigation of the cases referred to FWA team, do the quality check of cases referred to investigation and at additional observation point for investigation allocate case to vendor in a given TAT and take follow up with vendor to cover 3- 5 parameter along with supporting investigation documents which will help in taking final decision on claim. Payable/rejection, query). FWA manager need to also monitor closely to vendor on quality of investigation, parameters covered during investigation, evidences collected during investigation. Adherence to investigation TAT, vendor involvement with nexus are giving wrong report. In branch level they also need to observe FLS, local hospitals, vendors, customers, sales manager, provider manager involved in any fraudulent activity and same need to be reported to zonal manager and vertical manager. 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) On Roll – 6000+ Offroll/ Part time – 4000+ Unit Workforce Number (Max 254 Characters) On Roll – 6000 Offroll/ Part time – 4000+ Function Workforce Number (Max 254 Characters) On Roll – 800 Offroll/ Part time - 279 Department Workforce Number (Max 254 Characters) On roll – 29 Off roll - 2 Other Quantitative and Important Parameters for the job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other parameter 3) Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section ((Max 3975 Characters) 1) Once the claim verification request is received from company, QC manager will study the claim, make additional triggers, refines triggers, to form customize questionnaire according to trigger, to allocate the claim for field investigation. 2) To monitor activity of field officers, to guide them and to get the claim investigated according to trigger and as per protocol, to take daily and timely updates, to maintain updates in our data. 3) To verify/ analyses evidence collected by field officers, to guide them if any rework is needed. Guide vendor to cover minimum 3 to 5 parameter (Insured, Hospital, treating Doctor, Lab & Pharmacy) as per case requirement `
SPHMUM4085
Passive Sales - Product Specialist
Drive sales and AUM growth for Passive products (Index Funds, ETFs, FoFs) Work closely with distributors, IFAs, banks, and wealth partners Conduct product training sessions and investor education programs Support sales teams with product positioning and client pitches Promote passive investment strategies based on market trends and asset allocation needs Support NFOs, product launches, and marketing initiatives for passive funds Track product performance and prepare sales updates and MIS Provide insights on market trends, competitor offerings, and client feedback Ensure compliance with SEBI regulations and internal sales policies Key Skills & Competencies Strong understanding of Passive Investing concepts (Indexing, ETFs, Tracking Error) Good communication and presentation skills Analytical mindset with ability to interpret market data Relationship management and stakeholder coordination Result-oriented with strong execution skills Educational Qualification Graduate in any discipline MBA / PGDM in Finance preferred CFA or NISM certifications are an added advantage
SPHAHM3999
Business Development Manager - BDM ( Sales ) ( Ahmedabad )
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. Results-oriented mindset with a focus on delivering exceptional customer value and driving business growth. • Knowledge of local market dynamics, regulations, and industry trends.