investment-performance-jobs-in-vellore, Vellore

2 investment Performance Jobs nearby Vellore

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posted 2 months ago

Gold Loan - Sales and Service Manager

AV Global Advisory Services
AV Global Advisory Services
experience5 to 10 Yrs
Salary5 - 8 LPA
location
Vellore, Chennai+4

Chennai, Pondicherry, Tiruvannamalai, Vilupuram, Cuddalore

skills
  • gold loan
  • jewell loan
  • gold loan sales
Job Description
Urgent Vacancy for Leading Bank   Role - Sales and Service Manager Gold Loan  Location Chennai, Kalakurichi, Tiruvannamalai, Aarni, Villupuram, Pondicherry, Cuddalore, Ranipet, Vellore, Panruti, Chengalpattu, Guduvanchery  Job Description:  The Sales and Service Manager is responsible for overseeing the day-to-day operations of the branch, ensuring profitability, customer satisfaction, and compliance with company policies. The role involves managing gold loan disbursements, driving business growth and ensuring process. Manage and supervise all branch activities for gold loan processing, customer service, Ensure error-free audit and compliance with internal policies and regulatory guidelines. SPOC for all audit and resolutions for RCU Gold inspectors incidents Drive gold loan growth and meet monthly targets. Conduct local marketing and promotional activities to attract new customers. Cross-sell financial products like insurance, savings, and investment plans. Lead and motivate the team towards the goal Resolve customer complaints and queries effectively. Ensure strict adherence to KYC norms and loan documentation. Submit timely reports on branch performance, loan disbursements, and collections.  Interested candidates can WhatsApp profiles to 8925889566 / 8925889567

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posted 2 months ago

Assistant Agency Manager

Net Connect Private Limited
Net Connect Private Limited
experience2 to 3 Yrs
Salary50,000 - 3.5 LPA
location
Vellore, Chennai+4

Chennai, Coimbatore, Kochi, Kerala, Thrissur

skills
  • field sales
  • insurance sales
  • agency management
  • general insurance sales
  • sales
  • health insurance
Job Description
Locations: Chennai, Cochin, Coimbatore, Thrissur, Trivandrum, Vellore  Experience: 2 - 3 Years  CTC: 2 - 4 LPA  Notice Period: Immediate to 15 Days  About the Role We are seeking dynamic and result-oriented Assistant Agency Managers to join our Health Agency vertical at HDFC ERGO General Insurance. In this role, you will be responsible for building and expanding our health insurance agency premium across multiple locations. You will recruit, train, and mentor insurance agents, drive business growth, and ensure sustainable revenue and profitability. If you have a passion for mentoring agents, meeting sales targets, and making a meaningful impact in the insurance industry, this opportunity is for you.  Key Responsibilities Build and grow health insurance agency premiums in assigned regions. Recruit, onboard, and mentor talented insurance agents for long-term success. Coach agents to improve productivity, performance, and engagement levels. Drive renewal business and achieve revenue/profitability targets. Implement best practices across Digital Office (DO) locations. Provide strategic insights based on local market dynamics and customer needs. Design and execute location-specific business plans. Collaborate effectively with cross-functional teams to support growth initiatives. Monitor and review agent performance through structured evaluation and feedback. Create an engaging, supportive, and high-performance environment for agency partners. Ideal Candidate Profile 2 3 years of experience in insurance, sales, or agency management. Proven track record of achieving business targets. Bachelors degree in any discipline. Proficiency in digital tools and computer applications. Strong communication, leadership, and interpersonal skills. Self-motivated, with a go-getter attitude and a result-oriented mindset. Why Youll Love Working With Us At HDFC ERGO General Insurance, we are committed to delivering excellence and innovation in insurance services across India. As an Assistant Agency Manager, you will: Play a key role in expanding and strengthening our agency network. Contribute to sustainable growth and service excellence in health insurance. Gain exposure to agent recruitment, training, and performance management. Work in a dynamic, innovation-driven environment backed by: The financial strength of HDFC Bank The global expertise of Munich Re Group (ERGO International AG) Benefits Competitive Compensation: Salary + performance-based incentives. Health & Wellness: Comprehensive insurance for you and your family. Incentives & Recognition: Structured reward programs to celebrate success. Career Growth: Ongoing training and learning opportunities. Work-Life Balance: Initiatives to support your personal and professional well-being. Employee Assistance Program: Confidential support for personal and professional challenges. Dynamic Culture: Be part of one of Indias most trusted and fastest-growing insurance brands.
posted 5 days ago
experience10 to 20 Yrs
Salary12 - 24 LPA
location
Chennai, Salem+4

Salem, Tiruchirappalli, Coimbatore, Kochi, Hyderabad

skills
  • hni sales
  • hni client handling
  • wealth management
  • exclusive rm
  • imperia rm
  • nri hni rm
  • treasury relationship manager
  • burgundy rm
  • investment rm
Job Description
Job Role: Treasury Relationship Manager Experience- Min 10 years  Compensation- Upto 24 LPA   Locations: Hyderabad, Chennai, Kochi, Coimbatore, Trichy, Salem  Contact Person- Sridevi Mail-  sridevi@livecjobs.com. Contact Details- 98840 12140 Role Overview: The Treasury Relationship Manager will be responsible for managing and expanding relationships with High-Net-Worth (HNI) clients within the Wealth Management and Private Banking segment. The role involves offering treasury products, investment solutions, and ensuring high-quality advisory services to meet client financial objectives. Key Responsibilities: Acquire, manage, and grow relationships with HNI clients by offering treasury and investment-related products. Understand client financial needs and provide customized solutions aligned with their investment goals. Cross-sell treasury products such as Forex services, structured products, mutual funds, fixed-income solutions, etc. Maintain strong relationships with existing clients and ensure prompt resolution of queries. Ensure compliance with regulatory, risk management, and internal policy guidelines. Coordinate with internal teams and product specialists to deliver best-in-class client experience. Meet revenue targets and contribute to the branch/business units overall performance. Candidate Requirements: Minimum 10 years of experience in HNI Sales, Wealth Management, or Private Banking. Strong understanding of treasury and investment products. Excellent communication, relationship-building, and advisory skills. Proven track record of managing high-value client portfolios. Ability to work in a fast-paced, target-driven environment.
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posted 1 month ago
experience7 to 11 Yrs
location
Chennai, Tamil Nadu
skills
  • Manual Testing
  • Automated Testing
  • Selenium
  • Investment Banking
  • Private Banking
  • Wealth Management
  • Business Process Management
  • Document Management
  • Performance Testing
  • JMeter
  • Middleware
  • MQ
  • CFT
  • Batch Processing
  • Unix
  • Linux
  • Windows
  • Jira
  • Test Planning
  • REST APIs
  • DB SQL Scripts
  • ALM Octane
Job Description
As a Senior Test Engineer specializing in Functional Testing with Investment Private Banking, your main responsibilities will include: - Understanding and implementing structured test methods and processes - Creating high-quality test scenarios for manual testing, reviewing them with Business Analysts, and inputting them in ALM Octane - Identifying regression scenarios and developing corresponding test cases - Generating and verifying test data in the SIT environment - Executing manual test cases, issuing reports, and sharing them with the test manager promptly - Collaborating with other application teams for end-to-end integration testing - Estimating testing efforts based on requirements and contributing to test automation script specification and validation - Analyzing defects, identifying root causes, and patterns - Executing performance test scenarios and suggesting efficient testing strategies - Participating in Agile rituals such as daily stand-up, grooming, sprint planning, and retrospective meetings - Reporting test activities progress and data gathering to generate metrics - Delivering Functional tests, System integration tests, and Regression tests - Providing UAT test support - Demonstrating expertise in Manual Testing and hands-on experience in Automated Testing with Selenium Additionally, you will be expected to: - Coordinate with various application teams for test data requests and support during test case execution - Develop and maintain automation scripts, with knowledge in automation frameworks and tools like Selenium/UFT/Postman & HP ALM Octane - Demonstrate technical competencies in functional, integration, system integration, and end-to-end testing - Possess mandatory experience in Investment Banking or Private Banking, with knowledge in Wealth Management considered a plus - Show proficiency in Business Process Management and Document Management - Have hands-on experience in performance testing tools, such as JMeter - Exhibit middleware knowledge in MQ, CFT, Batch processing, and REST APIs - Demonstrate technical skills in Unix/Linux and Windows commands, DB SQL Scripts development, and coordination with various teams on testing activities - Display effective communication skills, both oral and written, and work as a team player with a problem-solving attitude - Participate in test planning with hands-on experience in preparation of test plans, test completion reports, test data management, test effort estimation, and effective regression pack - Have a minimum of 7 years of overall experience in professional Software Engineering Furthermore, your success in this role will be supported by your abilities to: - Speak at conference calls and/or user groups - Coordinate with multiple teams - Own and deliver tasks on time - Work independently with minimal support - Identify issues and bugs in programs - Maintain a positive attitude, share knowledge, and be a good team player CGI is dedicated to providing equal opportunities and accommodations for individuals with disabilities according to provincial legislation. If you require reasonable accommodation during the recruitment process, please inform us so we can assist you accordingly.,
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posted 2 months ago
experience5 to 9 Yrs
location
Chennai, Tamil Nadu
skills
  • Eagle PACE
  • SQL
  • database management
  • analytical skills
  • communication skills
  • STAR platforms
  • investment accounting principles
  • posttrade lifecycle
  • securities reference data
  • problemsolving skills
  • project management skills
  • interpersonal abilities
Job Description
At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Role Overview: As an Investment Systems Analyst at EY, you will be joining the Investment Operations team. The ideal candidate will have extensive experience with Eagle PACE and STAR platforms, a deep understanding of investment accounting principles, and familiarity with the post-trade lifecycle and securities reference data across various asset classes. Key Responsibilities: - Implement, configure, and maintain Eagle PACE and STAR systems to support investment accounting and performance measurement. - Work closely with the investment operations team to ensure accurate and timely processing of trades, corporate actions, and other investment-related data. - Develop and maintain system interfaces with external data providers, custodians, and trading platforms. - Ensure the integrity and accuracy of securities reference data within the Eagle systems. - Collaborate with IT and business teams to enhance system capabilities and address any technical issues. - Provide training and support to end-users on the Eagle PACE and STAR platforms. - Participate in the development of investment reports and performance analytics. - Understand and comply with all relevant regulatory requirements affecting investment accounting and reporting. - Stay current with industry trends and best practices related to investment systems and data management. Qualifications: - Bachelor's/Masters degree in finance, Accounting, Computer Science, or a related field. - Minimum of 5+ years of experience with Eagle PACE and/or STAR systems. - Strong knowledge of investment accounting principles and the post-trade lifecycle. - Familiarity with securities reference data and various asset classes including equities, fixed income, derivatives, and alternative investments. - Proficiency in SQL and experience with database management. - Excellent analytical, problem-solving, and project management skills. - Strong communication and interpersonal abilities to work effectively with both technical and non-technical stakeholders. - Ability to work independently and as part of a team in a fast-paced environment. Preferred Qualifications: - Professional certifications such as CFA, CPA, or CIPM. - Experience with additional investment management systems and tools. - Knowledge of regulatory reporting requirements for investments.,
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posted 6 days ago
experience6 to 10 Yrs
location
Chennai, Tamil Nadu
skills
  • Asset Management
  • SQL
  • Data Analysis
  • Quality Assurance
  • Stakeholder Management
  • Documentation
  • Reporting
  • Market Data
  • Investment Banking
  • Front Office
  • Middle Office
  • Back Office
  • Performance Attribution
  • Agile Methodology
  • Financial Systems Testing
Job Description
Role Overview: You will be joining the Finergy division within Oracle FSGIU as a Capital Market Business Analyst. Your main responsibility will be to analyze business processes, support system enhancements, and ensure the quality of asset management solutions through effective testing. Your role will involve collaborating with asset management teams, executing test plans, writing and executing SQL queries, and acting as a liaison between business users, IT teams, and vendors. Key Responsibilities: - Collaborate with asset management teams to understand business processes, identify pain points, and propose improvements. - Document current and future state process flows, use cases, and functional requirements. - Develop and execute test plans, test cases, and scripts for asset management systems. - Perform functional, regression, and UAT testing to ensure system changes meet business requirements. - Write and execute basic SQL queries to extract, analyze, and validate data from asset management systems. - Act as a liaison between business users, IT teams, and vendors to ensure alignment on project deliverables. - Assist in the implementation of new asset management systems or enhancements to existing platforms. - Create and maintain documentation for business processes, system configurations, and test results. - Stay updated on industry trends and best practices in asset management and technology. - Propose and implement process and system improvements to enhance efficiency and reduce risk. Qualifications Required: - Masters or Bachelors degree in finance, Business, Computer Science, or a related field. - 6 to 8 years of relevant experience. - Hands-on experience with asset management processes. - Experience in testing and quality assurance for financial systems. - Knowledge of Market Data domain. - Excellent communication, problem-solving, and stakeholder management skills. - Proficiency in writing basic SQL queries for data extraction and analysis. - Experience with testing tools and methodologies. - Proficiency in Microsoft Office. - Ability to work in a fast-paced, deadline-driven environment. - Strong attention to detail and analytical mindset.,
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posted 3 weeks ago

Fundraising Manager

QnQ Healthcare Pvt Ltd
experience5 to 10 Yrs
location
Viluppuram, Tamil Nadu
skills
  • Stakeholder Engagement
  • Fundraising Investor Management
  • Financial Modeling Analysis
  • Strategic Investment Planning
  • Risk Return Management
  • Compliance Reporting
Job Description
As a Fundraising Manager at QnQ Healthcare Pvt Ltd, you will play a crucial role in spearheading fundraising, investment planning, and capital management initiatives to support the rapid business and franchise growth of the company. **Key Responsibilities:** - Lead and manage fundraising initiatives from investors, banks, and financial institutions. - Develop and execute investment strategies aligned with company growth objectives. - Drive capital planning, fund allocation, and utilization across expansion projects. - Build and maintain relationships with investors, venture capitalists, and strategic partners. - Prepare financial projections, models, and investor presentations. - Monitor fund performance, ROI, and compliance with all regulatory requirements. - Support due diligence, audits, and documentation processes. - Provide strategic insights to management on investment trends and opportunities. **Qualifications & Experience:** - MBA (Finance) / CA / CFA or equivalent qualification. - 5-10 years of experience in fund management, investment banking, or corporate finance. - Proven experience in fundraising, project financing, or investment strategy. - Strong analytical, negotiation, and stakeholder management skills. - Sound understanding of SEBI, RBI, and corporate finance regulations. At QnQ Healthcare Pvt Ltd, you will be part of one of the fastest-growing healthcare and retail pharmacy networks in South India, with a strong presence across Tamil Nadu and an ambitious expansion plan. Join us in our commitment to building accessible, high-quality healthcare retail.,
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posted 2 months ago
experience3 to 7 Yrs
location
Chennai, Tamil Nadu
skills
  • Microsoft Excel
  • Business acumen
  • Strategic thinking
  • Excellent written
  • verbal communication skills
  • Investment Banking experience
  • Risk
  • Control understanding
  • Operational Resilience
  • Stakeholder Management experience
  • Data modeling functions
  • Collaborative teamwork
  • Change
  • transformation
  • Digital
  • technology skills
Job Description
As a Controls Analyst at Barclays, your role is to provide first-class support by conducting in-depth due diligence, ensuring compliance with regulatory requirements, and safeguarding clients and the organization with expertise and care. **Key Responsibilities:** - Monitor quality standards and policies across all operational processes. - Collaborate with control owners to execute Risk Control Self Assessments (RSCA) to measure the effectiveness of controls. - Identify regulatory trends and industry developments that may impact the bank's operations. - Support the implementation of quality standards and policies by collaborating with operational teams. - Develop reports and presentations on control performance and communicate findings to internal senior stakeholders. - Participate in projects and initiatives aimed at improving control efficiency and effectiveness. - Collaborate with Control Owners to develop and manage RCSA to monitor design effectiveness, appropriateness of controls, and compliance to regulatory requirements. - Support operational teams with formal escalation and management of incidents, departmental procedures, record management, and controls testing. **Qualifications Required:** - Excellent written and verbal communication skills. - Investment Banking experience (within Operations preferable). - Previous experience with Risk and Control understanding. - Understanding of Operational Resilience. - Proven Stakeholder Management experience. - Intermediate/Advanced Experience with Microsoft Excel, comfort managing large data sets and data modelling functions (Pivot tables Conditional/IF Formulas). - Collaborative, team approach, innovative, and dynamic thinker. This role is based out of Chennai. As an Analyst at Barclays, you are expected to perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. You need to have in-depth technical knowledge and experience in your assigned area of expertise, along with a thorough understanding of the underlying principles and concepts within the area. You will be leading and supervising a team, guiding and supporting professional development, allocating work requirements, and coordinating team resources. Additionally, you will partner with other functions and business areas, take responsibility for end results of a team's operational processing and activities, and escalate breaches of policies/procedures appropriately. All colleagues at Barclays are expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset to Empower, Challenge, and Drive.,
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posted 3 weeks ago

Data Engineer (Treasury)

Epergne Solutions
experience2 to 6 Yrs
location
Chennai, Tamil Nadu
skills
  • SAP
  • SQL
  • Python
  • Scala
  • ETL tools
  • automation
  • data governance
  • security
  • compliance reporting
  • treasury operations
  • cash management
  • financial risk management
  • FX
  • liquidity risk
  • financial reporting
  • regulatory compliance
  • data pipeline frameworks
  • cloudbased data solutions
  • API integrations
  • realtime data processing
  • investment tracking
  • interest rate
  • audit processes
  • machine learning models
Job Description
As a Treasury Data Engineer at Epergne Solutions, you will play a key role in the data squad within the Treasury Data & Analytics team. Your responsibilities will include: - Contributing to the development and maintenance of a common finance data model for GCFO, ensuring centralized control and application of policies. - Designing and implementing an optimized finance data architecture with straight-through processing (STP) to enable future initiatives like self-service business product portals for analytics. - Implementing a data governance model that encompasses policies, procedures, and business data ownership. - Monitoring and managing data quality through the Data Quality Management System (DQMS) and Issue Management Resolution process (IMR). - Leveraging self-service data modeling capabilities with AI functionalities. - Ensuring a standardized and rationalized set of analytics are accessible on the Treasury Landing Page with a persona-driven UI/UX. Qualifications required for this role include: - Demonstrated track record in data management and/or data operating model execution within transformation projects. - Minimum of 6 years of overall work experience with at least 2 years in relevant data management. - Proactive, independent, and initiative-driven work approach. - Strong communication and presentation skills. - Consistent high performance aligning with the core values of the organization. - High levels of energy, drive, and willingness to work hard. - Attention to detail with a pragmatic team player mindset. - Hands-on experience in data management and operating models within Tier 1 Banks. - Proficiency in SAP products for planning and outlook, including SAP HANA Cloud, Datasphere, and SAP Analytics Cloud. - Strong experience in SQL, Python, or Scala. - Familiarity with ETL tools, data pipeline frameworks, and cloud-based data solutions such as AWS, BigQuery, or Azure. - Knowledge of API integrations, real-time data processing, and automation. - Experience in data governance, security, compliance reporting, and financial risk management. - Ability to bridge business requirements with technical solutions. - Familiarity with financial reporting, regulatory compliance, audit processes, and machine learning models for treasury forecasting. Join Epergne Solutions as a Treasury Data Engineer and contribute to the growth and success of the Treasury Data & Analytics team.,
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posted 1 week ago

Business Analyst

Impact Standard Business Reporting
experience5 to 9 Yrs
location
Coimbatore, Tamil Nadu
skills
  • Interpreting data
  • Researching
  • Supporting project teams
  • Estimating costs
  • Evaluating risks
  • Developing quality assurance practices
  • Writing reports
  • Determining risk
  • return on investment
  • Acting as a liaison between business
  • IT department
  • Acting as a liaison between business
  • clients
  • Evaluating Key Performance Indicators
  • Facilitating meetings
  • workshops
  • Acquiring knowledge of products
  • services
  • Making sure projects stay within budget
  • Incorporating user suggestions
  • Effective leadership
  • communication
  • Ability to document effectively
  • Ability to coordinate
  • make presentations
  • Proven e
Job Description
As a Business Analyst at our company, you will play a crucial role in shaping project direction, technology, and strategy. You will witness projects progressing from start to finish with direct impact on outcomes. This newly created role requires you to work collaboratively with internal and external stakeholders to drive business success through analysis and project facilitation. You should be able to add immediate value, work effectively in a team, and autonomously when necessary. **Key Responsibilities:** - Researching possible software solutions to enhance work efficiency - Interpreting data regarding company policies and workflows - Supporting project teams during software development analysis and planning stages - Managing project phases like implementation, testing, and successful release handover - Estimating project costs and time requirements - Evaluating risks, predicting potential issues, and developing quality assurance practices - Establishing deliverables and evaluating Key Performance Indicators - Acting as a liaison between the business, its Information Technology (IT) department, and clients - Incorporating user feedback into projects and ensuring projects stay within budget - Conducting meetings, workshops, and providing final approval on finished projects **Qualifications Required:** - Experience in addressing client needs, building relationships, and understanding firm services - Team player with effective communication and leadership skills - Ability to document effectively using non-technical language - Proven experience in designing application solutions and familiarity with common business systems and processes - Knowledge of IT application development methodologies and tools - Passion for emerging and disruptive technologies In addition to the responsibilities and qualifications, you will have an initial 12-month employment contract with the option for full-time employment based on performance. We offer a competitive salary and a challenging yet flexible working environment. This role is based in Coimbatore, and local candidates are preferred, but interstate applicants willing to relocate will also be considered. If you are interested, please apply with your resume, and rest assured that your details will be handled confidentially.,
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posted 2 months ago

Investment Analyst

Future Solution Centre
experience10 to 20 Yrs
Salary20 - 30 LPA
location
Chennai, Bangalore+8

Bangalore, Noida, Madhubani, Hyderabad, Kolkata, Gurugram, Pune, Mumbai City, Delhi

skills
  • communication skills
  • data
  • analysis
  • interpretation
  • accounting
  • valuation analysis
  • modeling
  • financial
  • thinking
  • problem-solving
  • knowledge
  • critical
Job Description
An Investment Analyst plays a critical role in the financial industry by researching and analyzing investment opportunities to help individuals and institutions make informed decisions. They delve into financial markets, companies, and various asset classes, providing the insights necessary to build successful investment portfolios. Key responsibilitiesInvestment Analysts' responsibilities are diverse, involving in-depth research, financial modeling, and the ability to articulate investment theses. Key duties include:Market and industry research: Conducting comprehensive research on industries, economic trends, and market conditions to identify potential investment opportunities and risks.Company analysis: Performing fundamental analysis on companies, including reviewing financial statements, evaluating business models, and assessing management quality to determine intrinsic value.Financial modeling: Building and maintaining detailed financial models (e.g., discounted cash flow, comparable company analysis) to forecast company performance and valuation.Investment recommendations: Formulating clear, data-backed investment recommendations (buy, sell, hold) based on research and analysis, and presenting them to fund managers, clients, or internal committees.Portfolio monitoring: Tracking the performance of existing investments and portfolios, identifying factors affecting their value, and recommending adjustments as needed.Due diligence: Participating in due diligence for potential investments, which might involve site visits, management interviews, and reviewing legal documents.Reporting: Preparing detailed research reports, investment memorandums, and presentations to communicate findings and recommendations. If you're interested, Kindly forward your resume to:- worksuccess565@gmail.com
posted 2 months ago

Senior Financial Analyst

UNITED CARGO LOGISTIC
UNITED CARGO LOGISTIC
experience15 to >25 Yrs
Salary70 - 1 LPA
location
Chennai, Bangalore+8

Bangalore, Chattisgarh, Noida, Hyderabad, Gurugram, Kolkata, Pune, Mumbai City, Delhi

skills
  • analytical
  • ad-hoc
  • data
  • variance
  • analysis
  • hyperion
  • performance
  • process
  • financial
  • improvement
  • strong
  • models
  • reconciliations
Job Description
We are looking for a detail-oriented and strategically minded senior financial analyst to join our finance team. The senior financial analyst's responsibilities include assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as may be required by leadership. As a senior financial analyst, you will also be responsible for providing project teams with financial guidance and assisting with monthly close processes. To be successful as a senior financial analyst, you should be able to perform a variety of financial activities including planning, analysis, budgeting, and reporting. You should also have strong analytical, organizational, and problem-solving skills and be able to present financial information and models in a concise and easily comprehensible manner.
posted 2 months ago
experience8 to 12 Yrs
location
Chennai, Tamil Nadu
skills
  • Communication Skills
  • Domain Expertise
  • Custody settlement
  • Technical Knowledge
  • Analytical Thinking
  • Swift messages
Job Description
As an experienced professional with 8 to 12 years of experience in asset custody, corporate actions, securities servicing, and regulations, you will be responsible for various key aspects in this role. Your strong domain expertise should include knowledge of custody settlement processes such as FO (Trade Booking, Trade Execution) and BO (Trade settlement & clearing). Additionally, your technical knowledge should encompass an understanding of custody systems, APIs, integrations, and Basic SQL. Your excellent communication skills will be crucial in conveying complex concepts to both technical and business stakeholders. Analytical thinking is another essential skill needed for analyzing trends, customer feedback, and system performance for data-driven decisions. Familiarity with Swift messages like Settlement Instruction (MT540 -MT543), Settlement confirmation (MT544-MT547), and Statement holdings (MT535-MT537) is preferable. Your roles and responsibilities will include: - Understanding Business Needs & Requirements: Collaborate with business stakeholders (Product, Risk, Operations) to gather custody service requirements. Stay updated on custody industry trends, regulations, and emerging technologies (e.g., blockchain, digital assets). - Defining Product Vision & Roadmap: Develop and maintain the product vision & strategy to enhance efficiency, security, and scalability. Prioritize features based on business value, risk mitigation, and regulatory requirements. Align short-term and long-term roadmap with strategic business goals. - Ensuring Regulatory Compliance: Ensure adherence to SEC, MiFID II, FATCA, AML, and other industry regulations. Work with risk teams to identify and mitigate operational risks in custody services. - Managing Backlog & Requirements: Maintain and prioritize the product backlog with key features and technical improvements. Write clear user stories, functional requirements, and acceptance criteria. - Cross-functional Collaboration: Work with development teams to ensure alignment with product goals and compliance needs. Partner with UX/UI teams to enhance the user experience in custody processes. Support operations & support teams with documentation, training, and troubleshooting. - Client & Stakeholder Communication: Present product updates, new features, and roadmaps to internal and external stakeholders. - Driving Innovation & Technology Advancements: Explore emerging technologies like blockchain and AI for custody solutions. Lead initiatives to automate workflows and improve operational efficiency. If any additional details of the company are present in the JD, please provide them for inclusion in the final JD.,
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posted 3 weeks ago

Tally Accountant

Sri Lakshmi Automobiles world
experience2 to 6 Yrs
location
Salem, All India
skills
  • Accounting
  • Financial analysis
  • Tax audits
  • Budget management
  • Cash flow management
  • Financial strategy
  • Investment management
  • Mergers
  • acquisitions
Job Description
As an Accountant at our company, you will be responsible for recording all transactions accurately and reconciling accounts. You will also prepare balance sheets, income statements, and other reports to provide a clear financial overview. Your key responsibilities will include performing cost and general ledger analysis, completing tax audits to ensure compliance, managing budgets and cash flows, and examining financial discrepancies. Additionally, you will be involved in creating and implementing new accounting systems, consulting management on financial strategy, and providing guidance on investments, mergers, and acquisitions. In terms of qualifications, a Bachelor's degree is preferred for this role. The work location for this position is in person at Salem, Tamil Nadu. Benefits include cell phone reimbursement, food provided, internet reimbursement, leave encashment, and provident fund. The schedule offers day shift, fixed shift, and morning shift options. You may also be eligible for performance bonuses and yearly bonuses based on your contributions. Join our team and be a part of a dynamic work environment where your expertise in accounting will contribute to the success of the company. As an Accountant at our company, you will be responsible for recording all transactions accurately and reconciling accounts. You will also prepare balance sheets, income statements, and other reports to provide a clear financial overview. Your key responsibilities will include performing cost and general ledger analysis, completing tax audits to ensure compliance, managing budgets and cash flows, and examining financial discrepancies. Additionally, you will be involved in creating and implementing new accounting systems, consulting management on financial strategy, and providing guidance on investments, mergers, and acquisitions. In terms of qualifications, a Bachelor's degree is preferred for this role. The work location for this position is in person at Salem, Tamil Nadu. Benefits include cell phone reimbursement, food provided, internet reimbursement, leave encashment, and provident fund. The schedule offers day shift, fixed shift, and morning shift options. You may also be eligible for performance bonuses and yearly bonuses based on your contributions. Join our team and be a part of a dynamic work environment where your expertise in accounting will contribute to the success of the company.
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posted 3 weeks ago
experience3 to 7 Yrs
location
Chennai, Tamil Nadu
skills
  • Financial Analysis
  • Investment Strategy
  • Risk Management
  • Portfolio Optimization
  • Market Research
  • Asset Allocation
  • Regulatory Compliance
  • Fund Performance Evaluation
Job Description
As a Mutual Fund Portfolio Manager - Sales in Chennai, you will be responsible for managing mutual fund portfolios, conducting financial analysis, creating investment strategies, and evaluating fund performance to achieve desired financial goals. Your key responsibilities will include: - Manage and oversee mutual fund portfolios to achieve desired financial goals. - Develop and implement customized investment strategies based on client objectives and market conditions. - Conduct in-depth financial analysis to identify profitable investment opportunities. - Evaluate fund performance and make data-driven decisions to optimize returns. - Monitor market trends and perform risk assessments to mitigate potential losses. - Allocate assets effectively across various investment options to maintain a balanced and diversified portfolio. - Ensure adherence to regulatory compliance and industry standards in all investment activities. - Collaborate with clients and internal teams to address investment needs and provide expert advice. Qualifications and Skills: - Financial Analysis (Mandatory skill): Proficiency in analyzing financial statements and investment opportunities to maximize returns. - Selling mutual Funds & Insurance - Investment Strategy (Mandatory skill): Expertise in developing and implementing investment strategies tailored to client needs. - Fund Performance Evaluation (Mandatory skill): Ability to evaluate mutual fund performance using various financial metrics. - Risk Management: Experience in identifying and mitigating financial risks associated with mutual fund investments. - Portfolio Optimization: Skilled in optimizing investment portfolios for maximum return and minimum risk. - Market Research: Conducting thorough market research to inform investment decisions and strategies. - Asset Allocation: Proficient in allocating assets across different investment options to ensure a balanced portfolio. - Regulatory Compliance: Ensuring all investment activities adhere to financial regulations and compliance standards.,
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posted 2 months ago

BBA

Vendasta Technology (India) Private Limited
experience0 to 4 Yrs
location
Chennai, Tamil Nadu
skills
  • Analytical Skills
  • Teamwork
  • Financial Analysis
  • Investment Strategies
  • Market Analysis
  • Brand Management
  • Recruitment
  • Employee Relations
  • Training Programs
  • Performance Management
  • Communication Abilities
  • Problemsolving
  • Understanding of Business Operations
  • Loan Management
  • Marketing Strategies
Job Description
As a BBA graduate, your role will involve analyzing business data, identifying areas for improvement, and implementing solutions to enhance operational efficiency. The common job descriptions for BBA graduates are categorized into Finance, Marketing, and Human Resources. Your key responsibilities in Finance may include: - Evaluating financial data, providing insights, and recommending strategies as a Financial Analyst. - Advising clients on investment strategies, managing transactions, and raising capital as an Investment Banker. - Managing loans, assessing creditworthiness, and offering financial advice as a Loan Officer. In Marketing, you may be responsible for: - Developing and executing marketing strategies, analyzing market trends, and enhancing brand awareness as a Marketing Manager. - Managing online presence, creating digital marketing campaigns, and optimizing online performance as a Digital Marketer. - Developing and overseeing brand strategies to ensure consistency and effective market positioning as a Brand Manager. For Human Resources, your responsibilities may include: - Supervising recruitment, employee relations, training programs, and performance management as an HR Manager. - Sourcing and recruiting talent, overseeing the recruitment process, and fostering a skilled workforce as a Recruiter. Qualifications required for this role include: - BBA (Bachelor of Business Administration) degree - Strong analytical skills - Excellent communication abilities - Ability to work collaboratively in a team environment - Problem-solving aptitude - Understanding of business operations and strategies The company provides a Provident Fund as a benefit. This position is Full-time, Permanent, and Fresher suitable. The schedule is a Day shift, and the work location is in person.,
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posted 2 weeks ago
experience10 to 14 Yrs
location
Chennai, Tamil Nadu
skills
  • Stakeholder Management
  • Risk Management
  • Data Science
  • Analytics
  • Stakeholder Management
  • Data Analytics
  • Business Acumen
  • Strategic Thinking
  • RegulatoryLicensing Requirements
  • Product Governance
  • Management Information
  • Global Markets
  • Investment Banking Products
  • Business Controls
  • Regulatory Framework
  • MS Office Applications
  • Commercial Judgment
  • Financial Services Industry
  • Risk
  • Controls
  • Change
  • Transformation
  • Digital
  • Technology
Job Description
As the Vice President Client and Product Controls at Barclays, you will play a crucial role in overseeing various activities related to regulatory and licensing requirements across multiple business units within the Investment Bank. Your responsibilities will include designing, monitoring, and evaluating controls related to Product Governance and Customer Complaints. You will need to excel in stakeholder management, producing management information, identifying when escalations are necessary, and recognizing opportunities for process and system enhancements. Successful interaction with stakeholders in different regions and functions will be a key aspect of this role. **Key Responsibilities:** - Organize and lead Control governance forums, utilizing data and analytics to ensure insightful conversations and overseeing the Controls framework. - Provide Control Subject Matter Expert (SME) input to ensure processes are appropriately designed and fit for purpose. - Undertake thematic/targeted reviews requiring specialist knowledge in alignment with business risk priorities. - Provide SME input to incidents and post-incident reviews, driving a proactive risk management culture. - Identify opportunities and co-create solutions to simplify and automate processes. - Develop direct reports" skills and performance through training and coaching. - Demonstrate strong people management skills to inspire and lead the team effectively. **Qualifications Required:** - Chartered Accountant/Certified Internal Auditor/CPA or equivalent qualification in Auditing or Risk Management with at least 10 years of experience. - Good understanding of front to back processes across diverse Banking businesses. - Experience in Control Business Partnering, Controls Assurance, and Risk Management. - Proficiency in Data science and analytics application. - Strong stakeholder management skills and experience in a matrixed environment. - Ability to effectively prioritize and work under pressure while identifying when external input is required. - Sound commercial judgment and understanding of the Financial Services Industry. - Proficient in MS Office applications. - Hands-on experience in designing and delivering Data analytics. - Pro-active and delivery-focused, working to high standards of performance. The location of the role is Chennai. **Additional Company Details:** The purpose of the role is to assess the integrity and effectiveness of the bank's internal control framework to support risk mitigation and protection of operational, financial, and reputational risk. Accountabilities include collaborating with stakeholders, identifying weaknesses in internal controls, developing reports, executing reviews, and implementing adherence to the Barclays Controls Framework. Vice President Expectations involve contributing to strategy, managing resources, and policies, while demonstrating leadership behaviors or subject matter expertise. You will be assessed on critical skills relevant for success in the role, including risk and controls, change management, strategic thinking, and digital/technology proficiency. As a Barclays colleague, you are expected to embody the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as demonstrate the Barclays Mindset of Empower, Challenge, and Drive in your behavior.,
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posted 3 weeks ago
experience8 to 12 Yrs
location
Chennai, All India
skills
  • Quality Assurance
  • Root Cause Analysis
  • Process Improvement
  • Six Sigma
  • ISO Standards
  • Power BI
  • Critical Thinking
  • Analytical Skills
  • Audit Methodologies
  • KPI Performance Monitoring
  • Data Analysis Reporting
  • Leadership Team Management
  • ProblemSolving DecisionMaking
  • Communication Negotiation Skills
  • Attention to Detail
  • Logistics Operations Processes
  • BPO Vendor Management
  • Training teams on quality standards
  • Strong Leadership Skills
Job Description
As a Supervisor BPO (Lead - Quality Assurance) at C.H. Robinson in Chennai, Tamil Nadu, India, you will play a crucial role in managing and developing your team to ensure operational excellence and compliance with processes. Your primary responsibilities will include: - Expertise in process audits, compliance checks, and service-level agreements (SLA) monitoring - Tracking and analyzing performance metrics of the teams, such as accuracy rates, turnaround times (TAT), and issue resolution - Identifying process gaps, conducting root cause analysis (RCA), and implementing corrective and preventive actions (CAPA) - Utilizing Excel and Power BI tools to assess trends and generate quality reports - Mentoring and guiding the QA team while collaborating with BPO partners for continuous improvement - Proactively identifying operational inefficiencies and implementing effective solutions - Ensuring quality benchmarks are met by liaising between internal stakeholders and third-party vendors - Providing error-free audits and detailed reporting on quality performance - Recommending process improvements and contributing to wider decision-making Qualifications Required: - Bachelor's degree from an accredited college or university - Minimum 8 years of relevant trade experience - Ability to work a flexible schedule, including some evening and/or weekend work - Fluent in English (written and verbal) Preferred Qualifications: - Experience in Logistics Operations & Processes - Experience in Quality Assurance within the logistics sector or BPO vendor management - Experience in training teams on quality standards & best practices and compliance expectations - Prior experience in a Quality Lead or Supervisory role - Hands-on experience in process improvement initiatives - Certification in Six Sigma / ISO standards / Power BI, etc. - Proactive, ambitious, and hardworking - Critical thinking, analytical, and problem-solving skills - Strong Leadership skills, including a presence within the team, ability to direct work, training and coaching skills, and ability to make timely decisions - Previous experience with process improvement and maximizing efficiency and customer satisfaction - Values a diverse and inclusive work environment In addition to a competitive salary, C.H. Robinson offers a comprehensive benefits package that includes Group Mediclaim Policy (GMC), Group Personal Accident (GPA) policy, Covid-19 related coverage and reimbursement, Employee State Insurance Corporation (ESIC), Group Term Life (GTL) Insurance Plan for employees, Employee Stock Purchase Plan (ESPP), Investment Declaration & Flexi Benefit Plan, flexible work arrangements, various paid leaves, reward & recognition programs, and employee wellness initiatives. C.H. Robinson is an Equal Opportunity Employer committed to providing an inclusive environment where all employees feel welcomed, valued, and respected. Join us in shaping the strengths of our worldwide marketplace with your unique experiences and diverse background. As a Supervisor BPO (Lead - Quality Assurance) at C.H. Robinson in Chennai, Tamil Nadu, India, you will play a crucial role in managing and developing your team to ensure operational excellence and compliance with processes. Your primary responsibilities will include: - Expertise in process audits, compliance checks, and service-level agreements (SLA) monitoring - Tracking and analyzing performance metrics of the teams, such as accuracy rates, turnaround times (TAT), and issue resolution - Identifying process gaps, conducting root cause analysis (RCA), and implementing corrective and preventive actions (CAPA) - Utilizing Excel and Power BI tools to assess trends and generate quality reports - Mentoring and guiding the QA team while collaborating with BPO partners for continuous improvement - Proactively identifying operational inefficiencies and implementing effective solutions - Ensuring quality benchmarks are met by liaising between internal stakeholders and third-party vendors - Providing error-free audits and detailed reporting on quality performance - Recommending process improvements and contributing to wider decision-making Qualifications Required: - Bachelor's degree from an accredited college or university - Minimum 8 years of relevant trade experience - Ability to work a flexible schedule, including some evening and/or weekend work - Fluent in English (written and verbal) Preferred Qualifications: - Experience in Logistics Operations & Processes - Experience in Quality Assurance within the logistics sector or BPO vendor management - Experience in training teams on quality standards & best practices and compliance expectations - Prior experience in a Quality Lead or Supervisory role - Hands-on experience in process improvement initiatives - Certification in Six Sigma / ISO standards / Power BI, etc. - Proactive, ambitious, and hardworking - Critical thinking, analytical, and problem-solving skills - Strong Leadership skills
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posted 6 days ago
experience20 to 24 Yrs
location
Chennai, Tamil Nadu
skills
  • Quality Engineering
  • Testing
  • Client engagement
  • Governance
  • Innovation
  • Test strategy
  • Manual testing
  • Automation testing
  • Performance testing
  • Security testing
  • Escalation management
  • Root Cause Analysis
  • Productivity
  • Commercial activities
  • Renewals
  • Billing
  • Team management
  • Architects
  • PMO
  • IT support
  • IT Services
  • Automation frameworks
  • Mobile testing
  • ITIL
  • PMP
  • Prince2
  • Test management tools
  • JIRA
  • ADO
  • TestRail
  • Automation tools
  • Selenium
  • Appium
  • Reporting tools
  • Power BI
  • SLA performance
  • Defect resolution
  • Operational dashboards
  • KPIs
  • Release readiness
  • Automation ROI
  • Scope changes
  • SOW amendments
  • RFPRFI responses
  • Test Managers
  • Automation Leads
  • Software testing lifecycle
  • Productplatform testing
  • AI testing
  • Smart device testing
  • ISTQB Advanced
  • Gen AI
  • HiTech domain
  • Products Platforms domain
  • Playwright
  • Power Apps
Job Description
As a Quality Engineering & Testing professional in managed service models, your role will involve the following responsibilities: - Taking end-to-end accountability for a global Product Quality Testing service with over 500 resources across different geographies. - Owning SLA performance, client engagement, governance, and driving continuous improvement through innovation. - Serving as the single point of accountability between the client, leadership, and support teams. - Driving the test strategy encompassing manual, automation, performance, and security testing; focusing on scaling automation adoption for enhanced efficiency. - Managing escalations, Root Cause Analysis (RCA), corrective/preventive actions, and defect resolution. - Delivering operational dashboards for key performance indicators (KPIs), release readiness, defect trends, automation Return on Investment (ROI), and productivity. - Supporting commercial activities such as scope changes, Statement of Work (SOW) amendments, renewals, billing, and responses to Requests for Proposal/Information (RFP/RFI). - Leading a team consisting of Test Managers, Architects, Automation Leads, Project Management Office (PMO), and IT support. Qualifications required for this role include: - More than 20 years of total experience in IT Services organizations. - Demonstrated ability to scale and optimize delivery teams within large managed services. - Profound expertise in the software testing lifecycle encompassing manual, automation, performance, and security testing. - Strong background in automation frameworks and experience in scaling automation adoption. - Exposure to clients dealing with products/platforms such as mobile, Artificial Intelligence (AI), and smart device testing. - Certifications in ITIL, PMP/Prince2, ISTQB Advanced, and Gen AI. - Previous involvement in the Hi-Tech, Products & Platforms domain. Additionally, the tools and technologies you should be familiar with include: - Test management tools like JIRA, Azure DevOps (ADO), and TestRail. - Automation tools such as Selenium, Playwright, Appium, and Power Apps. - Reporting tools like Power BI. This job offers a challenging opportunity to lead and drive quality engineering and testing activities within a global managed service model, focusing on delivering high-quality testing services and driving continuous improvement initiatives.,
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posted 2 months ago

Portfolio Analyst

Neurealm (Formerly GS Lab | GAVS)
experience0 to 4 Yrs
location
Chennai, Tamil Nadu
skills
  • Market Research
  • Investment Strategies
  • Portfolio Management
  • Financial Data Evaluation
  • Performance Reports Preparation
Job Description
You will be responsible for analyzing investments, monitoring their performance, and providing recommendations to improve returns while managing risk, aligning with client or organizational goals. Your duties will include conducting market research, evaluating financial data, developing investment strategies, preparing performance reports, and collaborating with portfolio managers and clients to ensure investment strategies meet financial objectives. - Conduct market research - Evaluate financial data - Develop investment strategies - Prepare performance reports - Collaborate with portfolio managers and clients Qualifications Required: - Bachelor's degree in Finance or related field - Strong analytical skills - Knowledge of financial markets - Excellent communication skills The company provides Provident Fund as a benefit for this full-time, permanent, and fresher job. The work location is in person.,
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