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4 Transaction Experience Jobs nearby Yanam

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posted 3 days ago

Assistant Operations Manager

YUNIC HR SOLUTIONS.
experience1 to 3 Yrs
Salary6 - 14 LPA
location
Pondicherry, Madurai+8

Madurai, Jaipur, Bangalore, Chennai, Salem, Hyderabad, Thrissur, Bhopal, Guwahati

skills
  • banking operations
  • banking process
  • operations
  • operations research
Job Description
Yunic Hr Solutions Hiring For Banking Assistant Operations Manager An Assistant Operations Manager in a banking role oversees daily operations, supervises staff, and ensures efficiency and compliance. Key duties include managing specific banking processes like loan processing and transaction reconciliation, mentoring and training the team, resolving customer and staff issues, and implementing process improvements to meet performance and regulatory standards. Required Experience And Qualifications Any Diploma/Degree Benefits ESI And PF No Target Fixed Shift Incentives  Job types: full-time Experience - 1 Yr To 3 Yrs Salary 30% To 40% Hike Job location in Pan India Contact Hr yunichrsolutions23@gmail.com

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posted 3 days ago

Operations Manager

YUNIC HR SOLUTIONS.
experience1 to 4 Yrs
Salary7 - 14 LPA
location
Pondicherry, Bangalore+8

Bangalore, Chennai, Salem, Hyderabad, Agartala, Vilupuram, Dharmapuri, Coimbatore, Cuddalore

skills
  • banking operations
  • banking process
  • banking management
Job Description
YunichrSolutions Hiring For Banking Operations Manager Description A bank operations manager oversees daily operations to ensure efficiency, regulatory compliance, and customer satisfaction. Key responsibilities include managing staff, implementing policies, supervising daily transactions, resolving customer issues, and improving operational processes. They are also responsible for staff training and ensuring compliance with all bank regulations and laws. Experience - 1 Yr To 4 Yrs Salary 30% To 50% Hike Job location in Pan India Contact Hr yunichrsolutions23@gmail.com  
posted 2 weeks ago

Ship Broker

AWINMO INDIA MARKETING PRIVATE LIMITED
experience7 to 12 Yrs
Salary42 - 60 LPA
location
Pondicherry, Tambaram+8

Tambaram, Jammu-Kashmir, Maharashtra, Gautam Buddha Nagar, Tamil Nadu, Chennai, Hyderabad, Punjab, Coimbatore

skills
  • customer
  • computer
  • leadership
  • management
  • communication
  • service
  • interpersonal
  • active
  • s
  • problem-solving
  • listening
Job Description
A ship broker acts as an intermediary in the shipping industry, connecting parties to facilitate the chartering, sale, or purchase of vessels. They specialize in negotiating and arranging deals between shipowners and charterers (those who hire ships for cargo) or between buyers and sellers of ships. Their work involves managing transactions, advising clients on market trends, and ensuring all terms and legal matters are handled correctly  Key responsibilities   Chartering brokers: They act as the middleman between shipowners and cargo charterers, arranging the transport of goods by sea. Sales and purchase (S&P) brokers: They act as an intermediary in the buying and selling of ships, overseeing the transaction from negotiation to final contract.   Negotiation: They negotiate rates and terms for both chartering and sales, aiming to secure the best possible deal for their client. Market analysis: They track market trends, analyze information, and provide clients with both a micro (immediate) and macro (long-term) perspective to inform decisions. Logistics and documentation: They can be involved in coordinating logistics, handling necessary paperwork, and ensuring compliance with shipping regulations. Relationship management: They maintain constant communication with numerous individuals in the industry to stay informed and facilitate deals  
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posted 2 months ago

Sales Associate

Attitude mens wear
experience0 to 4 Yrs
location
Karaikal
skills
  • Sales
  • Customer Service
  • Interpersonal skills
  • Teamwork
  • Retail experience
  • Excellent communication
  • Knowledge of mens fashion trends
  • Basic math skills
  • Familiarity with POS systems
Job Description
Job Description: Role Overview: You will be working as a full-time Sales Associate on-site at Attitude mens wear in Karaikal. Your main responsibilities will include assisting customers in finding and purchasing products, keeping the store clean and organized, processing transactions, and delivering exceptional customer service. Key Responsibilities: - Assist customers in finding and purchasing products - Maintain a clean and organized store environment - Handle transactions efficiently - Provide excellent customer service - Stay updated on men's fashion trends and products - Work effectively in a fast-paced team environment - Utilize POS systems for transactions Qualifications Required: - Prior experience in Sales, Customer Service, and Retail - Strong communication and interpersonal skills - Ability to thrive in a fast-paced setting - Knowledge of men's fashion trends and products - Basic math skills for handling transactions - Team player with effective collaboration skills - Familiarity with POS systems - High school diploma or equivalent,
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posted 1 week ago

Senior Analyst-AML Transaction Monitoring

Societe Generale Global Solution Centre
experience4 to 8 Yrs
location
Chennai, Tamil Nadu
skills
  • Surveillance
  • Risk Management
  • Data analysis
  • MS Office Suite
  • AML Transaction Monitoring
  • Compliance Governance
  • Financial Crime
  • Sanctions regulations
  • Operational risks
  • AML surveillance systems
Job Description
You will be responsible for assessing risk events (i.e. Alerts) to identify unusual customer behavior and escalate such patterns for analysis. Processing of Alerts/cases should be within the turnaround time (TAT) and adhere to quality guidelines. You will share best practices with peers to create an FCC Risk Management Culture of Excellence. Additionally, you will ensure that technology/risk issues are reported and escalated to the Manager in a timely manner. Regulatory requests related to AML from the country will be promptly attended to by you. It is mandatory to complete all mandatory e-learning modules within stipulated timelines and attend nominated trainings. Upholding the values of the Group at all times is essential. You will assist the Associate Manager/Manager in BCP/DR testing and managing crisis situations effectively. Specializing in identifying unusual customer behavior in segments like Retail, Private Banking, and Corporates will be part of your role. Working in shifts according to business requirements is also expected. Key Responsibilities: - Assess risk events and escalate unusual customer behavior patterns for analysis - Share best practices with peers to create a culture of excellence in FCC Risk Management - Report and escalate technology/risk issues to the Manager promptly - Attend to regulatory requests related to AML from the country - Complete mandatory e-learning modules and attend nominated trainings - Uphold the values of the Group - Assist in BCP/DR testing and crisis management - Specialize in identifying unusual customer behavior in specific segments - Work in shifts based on business requirements Qualifications Required: - 4+ years of experience in AML TM process - Knowledge of Compliance Governance, Frameworks, and Models - Ability to partner with Business and Operational Risk to identify and mitigate financial compliance risks - Proficiency in surveillance to detect and confirm patterns of behavior - Experience working in AML Transaction Monitoring on specific Business Lines is mandatory Additional Company Details: At Socit Gnrale, people are seen as drivers of change, shaping the world of tomorrow through initiatives. The company values creating, daring, innovating, and taking action. Employees are encouraged to get involved in various solidarity actions, supporting the Group's ESG strategy, and promoting diversity and inclusion.,
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posted 7 days ago
experience10 to 14 Yrs
location
Karnataka
skills
  • Banking
  • Financial services
  • Management
  • Analytical skills
  • Presentation skills
  • Leadership skills
  • MS Office
  • Excel
  • Access
  • 401K retirement
  • Project prioritization
  • Problemsolving skills
  • Organizational skills
  • Written communication skills
  • Verbal communication skills
  • Six Sigma tools concepts
Job Description
As a Manager in this role, your primary responsibility will be to ensure that your team's performance meets and exceeds function/department goals, quality targets, and service level agreements. You will need to assess staffing needs and make decisions regarding hiring new employees, ensuring that your team adheres to timelines and remains flexible to changes in requirements according to business needs. Your team will work closely with upstream and downstream teams to process all incoming cash, focusing on meeting SLAs through team collaboration to achieve organizational goals. You will also be responsible for implementing controls and fostering a collaborative work environment to achieve success together. **Key Responsibilities:** - Thorough understanding of all retirement products, IRS Codes, plan rules, and fund rules, with the ability to communicate complex situations effectively. - Interact with business partners and key stakeholders to address operational challenges and ensure smooth production activities. - Provide supervision, training, motivation, and personal development of staff to maximize department resources. - Maintain employee records, track quality, turnaround time (TAT), productivity, and efficiency. - Career development and coaching of staff, including conducting monthly one-on-one meetings, providing ongoing feedback, and working on process improvements. - Monitor team performance to meet and exceed goals, quality targets, and service level expectations. - Prepare performance reports and participate in client consultations and issue resolutions. - Oversee timely and accurate completion of activities across teams, ensuring error-free results. - Manage/support special projects. **Qualifications:** - Graduation is a must. **Required Skills:** - Minimum 10 years of experience in 401K retirement or banking and financial services entities domain. - Strong management, project prioritization, analytical/problem-solving, organizational, and communication skills. - Excellent organization, prioritization, and planning skills. - Working knowledge of the retirement industry and internal record-keeping systems. - Demonstrated leadership skills. **Preferred Skills:** - Basic knowledge of Six Sigma tools & concepts. - Advanced proficiency in MS Office, particularly Excel and Access. - Willingness to work night shifts (9:00 PM to 06:00 AM IST). (Note: Additional details about the company were not provided in the job description.),
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posted 5 days ago
experience5 to 9 Yrs
location
Karnataka
skills
  • People management
  • Communication
  • Networking
  • Resource management
  • Process improvement
  • Six Sigma Projects
  • US Brokerage industry
  • Capital Market concepts
  • Compliance department
  • Financial brokerage firm
  • Client facing
  • Analytical mindset
Job Description
As a Compliance Legal Services Team Manager at Mphasis, you will be responsible for leading and managing a team of approximately 50 resources in Pune and Bangalore. Your role will involve overseeing day-to-day operations, ensuring compliance, managing client and internal stakeholder relationships, and leading audits. You must have a good understanding of the US Financial Market and associated regulatory bodies. Key Responsibilities: - Manage a diverse team across multiple locations, languages, and cultures - Lead process and people management - Develop client and internal stakeholder relationships - Conduct audits and ensure compliance - Proactively address issues through root cause analysis and mitigation plans - Drive continuous improvement in reporting processes - Handle ad hoc project work for clients - Act as the main point of contact for clients and internal stakeholders Qualifications Required: - Hands-on experience in US Brokerage industry operations or Capital Market concepts - Previous experience in a compliance department of a financial brokerage firm - Strong people management skills and ability to resolve issues effectively - Excellent client-facing capabilities for managing escalations and relationships - Proficient in written and verbal English communication - Networking skills and strategic thinking ability - Experience in resource management and process improvement projects - Willingness to work US shift timings and travel between locations for business reasons About Mphasis: Mphasis is a global technology company that helps enterprises transform their businesses using next-generation technologies. The company's Front2Back Transformation approach leverages cloud and cognitive technologies to deliver hyper-personalized digital experiences to clients and their customers. Mphasis" Service Transformation strategy focuses on applying digital technologies to legacy environments, enabling businesses to adapt to a changing world. The company's commitment to customer centricity, innovation, and specialization has led to strong relationships with marquee clients. Mphasis is an Equal Opportunity Employer and is committed to providing reasonable accommodations to individuals with disabilities. If you require accommodations to search and apply for a career opportunity, please contact accomodationrequest@mphasis.com with details of your request.,
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posted 5 days ago
experience1 to 5 Yrs
location
Karnataka
skills
  • Stock Market
  • Investments
  • Analytical Skills
  • MS Office
  • MS Excel
  • Excel Macros
  • Typing Speed
  • Communication Skills
  • Capital Market Concepts
  • Financial Concepts
  • Accounting methods
  • Quick Learning
  • Power Point
  • Email Drafting
Job Description
As a Transaction Processing Executive/Officer working from the office located at Ella, PL Compound, Morgansgate, Jeppu Market Road, Mangaluru, Karnataka, you will be responsible for processing Capital Market Brokerage process documents for a Non-Voice BPS account with a US Client. Your role will require a good understanding of Stock Market and Capital Market Concepts, primarily focused on the US stock market. Additionally, you must possess knowledge of Financial Concepts, Investments, Calculation, and Accounting methods. Your role demands sound analytical skills, quick learning ability, and a zeal to adapt to new information promptly. It is crucial to maintain 100% accuracy in your work, as errors could lead to financial impacts on both the Client and their Customers. Key Responsibilities: - Process Capital Market Brokerage process documents for a US Client - Utilize knowledge of Stock Market and Capital Market Concepts - Understand Financial Concepts, Investments, Calculation, and Accounting methods - Ensure 100% accuracy in all tasks to avoid financial implications - Work in US Shift Working Hours with flexibility for overtime duty if required Qualifications Required: - Minimum of 1-year work experience in a similar BPO field, preferably in Banking and Capital Markets Domain - Experience in other BPO domains like Accounting, Insurance, Health Care will be considered - Proficiency in MS Office tools such as MS Excel, Power Point, Excel Macros, and Email Drafting - Typing Speed of 28 WPM with >=95% accuracy - Excellent communication skills for client interactions and onshore training sessions If you are interested in this opportunity, kindly share your resume to renita.lasrado1@mphasis.com.,
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posted 1 week ago

Investment Banking - Transaction Advisory

Intuit Management Consultancy
experience10 to 15 Yrs
location
Chennai, Tamil Nadu
skills
  • Investment Banking
  • Transaction Advisory
  • Financial Services
  • Business Development
  • Deal Structuring
  • Financial Projections
  • Valuation
  • Due Diligence
  • Pitch Books
  • Commercial Negotiations
  • Financial Models
  • Information Memorandum
Job Description
Role Overview: As an Accounts professional at Intuit Management Consultancy in Chennai, Tamil Nadu, you will be responsible for handling the Transaction Advisory Services division. Your role will involve originating and executing mandates for Transaction Advisory and related Support Services. You will have the opportunity to interact with Senior Management and Promoter Groups of existing and potential clients in India across diverse sectors. Key Responsibilities: - Lead the existing team to deliver high-quality professional services and efficiently manage the execution of mandates for transaction advisory and support services. - Identify new opportunities to enhance business across service offerings for investment advisory, including buy-side/sell-side and fund-sourcing mandates in and outside India by interacting with clients and associates. - Prepare teasers, lead deal evaluation, financial models, projections, documentation, etc. - Lead, train, and mentor the team while attracting new talent for the division. - Assist in updating the knowledge pool and resources across the service offerings consistently. - Support the management in building and improving existing systems and processes for operational efficiencies. - Coordinate with other divisions and associates for legal, tax, and regulatory advice in structuring and closing investment transactions. - Manage Business Development for the division. Key Service Offerings: - Raising capital through PE and VC funds, Financial Institutions, Family Offices, HNIs, etc. - Advising on buy-side/sell-side/joint venture mandates for corporate and start-ups across sectors. - Assisting in the placement of private capital as financial or strategic investments for Family offices and HNIs. - Providing transaction support services like due diligence, valuation, financial projections, feasibility studies, preparing business plans, pitch books, information memorandum, etc. Qualification Required: - In-depth investment banking/transaction advisory experience in the Indian market. - 10 to 15 years of post-qualification experience in Investment Banking/Private Equity in India. - Strong academic background from a recognized institution, MBA or Masters's Degree from a leading university preferred. - Proficiency in financial projections, hands-on approach, and strong business development skills. - Excellent communication, presentation, and leadership skills with a dynamic personality. - Strong network across the financial sector and various funds in India. Additional Details: The selected candidate will benefit from the best industry standards in terms of compensation and other perks.,
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posted 1 week ago
experience8 to 12 Yrs
location
Karnataka
skills
  • Data Engineering
  • Data Quality
  • Automation
  • Data Governance
  • Analytical Skills
  • Interpersonal Skills
  • Communication Skills
  • Relationship Building
  • Financial Transactions
  • Controls Development
  • Alteryx
  • Data Validation
  • Data Monitoring
  • Data Solutions
  • Root Cause Analysis
  • Machine Learning
  • Operational Data Management
  • AI
  • NextGeneration Technologies
  • Automation Tooling
  • Pro Dev Capabilities
  • AI Strategies
  • Client Relationships
  • PowerBI
  • GenAI
  • Exception Processes
  • Data Flows
  • Functional Data Strategies
  • Exception Reporting
  • Workflow Building
  • Global Alignment
  • Regulatory Standards
  • ProblemSolving
  • Sustainable Solutions
  • Reconciliation Utilities
Job Description
You will be leading a global team to ensure the accuracy, completeness, and transparency of reference and transactional data supporting Transaction Lifecycle Management at a leading Global Asset Manager. Your responsibilities will include: - Managing and remediating data quality issues across middle office platforms, ensuring accuracy, timeliness, and completeness of reference and transactional data. - Developing tools for the operations team using industry-leading technologies like Alteryx, PowerBI, GenAI, etc., to pursue automation and enhance efficiency. - Maintaining robust data validation and exception processes with clear monitoring and escalation. - Overseeing input/output data flows across platforms, collaborating with architecture, design, and control teams to support front-to-back transaction lifecycle processes. - Developing and executing functional and outcome-focused data strategies, ensuring data solutions are fit for purpose and aligned with business needs. - Providing full transparency into operational data quality, including readiness for downstream use, by implementing tiered monitoring and exception reporting. - Enabling high-touch data solutions to address complex requirements, supporting the build of more data-enabled workflows and active monitoring. - Driving an end-to-end product mindset across the team, ensuring data management processes support seamless trade lifecycle execution. - Proactively identifying inefficiencies, re-engineering workflows, and applying AI/automation to streamline controls and reduce manual intervention. - Developing and operationalizing data quality controls and embedding them into production workflows. - Partnering with the enterprise Data Strategy & Governance team to ensure global alignment with data standards, frameworks, and policies. - Leading, mentoring, and growing a global team, fostering a culture of accountability, innovation, and continuous improvement. Qualifications required for this role: - 8+ years of experience in Data Engineering, Data Quality, or Transaction Lifecycle Operations within Asset Management, Investment Banking, or related financial institutions. - Strong expertise in middle office data processes, including trade, reference, and transactional data management. - Proven ability to lead global teams and build a culture of operational excellence and innovation. - Experience with data engineering tools, data quality platforms, and reconciliation utilities. - Understanding of enterprise data management principles, governance, and regulatory standards. - Strong problem-solving and analytical skills, with the ability to identify root causes and design sustainable solutions. - Demonstrated track record of applying automation, AI, or machine learning in data workflows. - Excellent communication skills with the ability to collaborate across Technology, Operations, and Data Governance. - Bachelors or Masters degree in Computer Science, Engineering, Finance, or related field. Morgan Stanley, a global leader in financial services since 1935, is committed to maintaining excellence and diversity in serving clients and communities worldwide. They offer opportunities to work alongside a diverse and talented workforce, providing attractive employee benefits and perks. Morgan Stanley is an equal opportunities employer, fostering a culture of inclusion and supporting individuals to maximize their full potential.,
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posted 7 days ago
experience0 to 4 Yrs
location
Hyderabad, Telangana
skills
  • Loan Servicing
  • Teamwork
  • Escrow Analysis
  • Tax Vendor Management
  • SLA Adherence
  • Verbal
  • Written Communication
  • Organizational Skills
  • Attention to Detail
  • Prioritization
  • Work Ethic
  • Privacy Management
Job Description
As a Commercial Loan Servicing Specialist at Trimont, you will be responsible for various loan servicing activities and ensuring adherence to established service standards. Your role will involve processing loan inquiries, conducting escrow analysis, setting up borrower accounts, monitoring non-escrowed accounts, and maintaining adherence to SLAs for productivity, turnaround time, and accuracy. Key Responsibilities: - Process various loan servicing activities, inquiries, and requests while following laid down procedures to meet established service standards. - Assist in escrow analysis on all escrowed accounts within the guidelines. - Ensure prompt remittance of all escrow items before the delinquency date. - Set up borrower accounts with the Tax Vendor. - Monitor non-escrowed accounts on Watchlist and ensure timely escalation. - Adhere to SLAs for productivity, turnaround time, and accuracy. Qualifications Required: - University Masters/bachelors degree in business or a related discipline. - 6+ months of loan servicing experience, or equivalent demonstrated through work experience, training, or education. - Strong verbal and written communication skills. - Capacity to achieve results in a fast-paced, high-volume, and dynamic setting. - Organizational and administrative skills with attention to detail and the ability to prioritize. - Strong work ethic, sense of urgency, and ability to handle sensitive information. - Efficiently manage workload and special projects. - Ability to work independently and within a team environment. At Trimont, we believe in ongoing learning, growth, and thriving in a culture driven by values. We offer a unique opportunity to work alongside the largest institutional lenders in the world and tackle challenging endeavors in the industry. As an equal opportunity employer, we celebrate diversity and maintain a drug-free policy to ensure a secure and productive workspace for all team members. If you require accommodation during the application process, please contact us.,
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posted 7 days ago
experience5 to 9 Yrs
location
All India
skills
  • Cash Management
  • Trade Finance
  • Risk Management
  • Regulatory Compliance
  • MIS Reporting
  • Customer Service
  • Business Development
  • Market Analysis
  • Transaction Banking Solutions
  • Digital Solutions
  • Financial Regulations
Job Description
As a Transaction Banking Solutions Manager at Global Transaction Services (GTS), your role is crucial in leading the origination of new clients, cross-selling, and growing the existing portfolio for Trade Finance and Cash Management solutions. Your responsibilities include: - Effectively managing and growing the existing portfolio of customers - Growing the bank's market share through origination and acquisition of new business - Collaborating with internal stakeholders such as Coverage RMs, GTS Product Teams, Implementation Team, Service, Operations, Legal & Compliance, etc. - Networking with colleagues across the MNC bank's overseas branches to deepen existing regional client relationships and identify new opportunities - Demonstrating a sound risk and credit mindset to proactively manage triggers in the portfolio and guide on policies, regulatory compliance, and risk management - Adhering to the bank's internal compliance and risk guidelines in your daily work life - Building long-lasting client relationships with a focus on digital solutions - Managing pipeline effectively and taking ownership of the portfolio - Analyzing, maintaining, and disseminating suitable MIS to drive business metrics - Engaging with operations and sales to enhance customer service - Identifying system and process gaps and working towards closing them - Conducting post-implementation reviews and initiating necessary actions Your preferred qualifications for this role are a CA or MBA. Additionally, the core competencies required include: - High level of thinking and execution capabilities - Strong communication and persuasive skills - Teamwork and collaboration with internal teams and stakeholders - Commercial orientation to identify and pursue business opportunities in an organized manner You should also possess technical knowledge of GTS Solutions, Trade Finance, Cash Management, legal compliance, and tax issues. Understanding front and back office processes, customer needs, and regulatory environments is essential. Knowledge of RBI regulations, FEMA, UCP, URDG, and international trade regulations is crucial for this role. You will closely work with Business unit RMs, T&O, and other support units such as Credit, Legal & Compliance, and Finance to achieve the business objectives effectively.,
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posted 1 week ago
experience4 to 8 Yrs
location
Chennai, Tamil Nadu
skills
  • Contracts
  • Joint Ventures
  • Advisory Services
  • Secretarial
  • FEMA
  • Due Diligence
  • Legal Procedures
  • Case Management
  • Corporate Transactions
  • Mergers
  • Acquisitions
  • Strategic Advice
Job Description
Role Overview: You will be joining PSS Legal Advisors LLP as a Lawyer specializing in Corporate Transactions and Contracts. The firm is based in Chennai and is looking for individuals with a minimum of 4 years of PQE experience in handling various Corporate Transactions, including mergers and acquisitions, joint ventures, and advisory services. Your primary responsibility will be to handle and negotiate commercial contracts, conduct due diligence, and ensure compliance with all laws governing contracts. You should be capable of working independently, meeting deadlines, and stationed in Chennai. Key Responsibilities: - Handle various Corporate Transactions including due diligence and commercial contracts - Negotiate contracts related to mergers and acquisitions, joint ventures, and advisory services - Ensure compliance with all laws governing contracts - Work independently and complete tasks within deadlines - Manage multiple cases simultaneously - Analyze complex legal issues and provide strategic advice - Communicate effectively through written and verbal means Qualification Required: - Law Degree from a Registered University - Enrolment with a State Bar Council - Minimum of 4 years of post-qualification experience in Corporate Transactions - In-depth knowledge in one or more of the areas mentioned above - Ability to handle work independently - Excellent understanding of legal procedures, documentation, and case management - Strong written and verbal communication skills (Note: No additional details about the company were provided in the job description),
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posted 7 days ago
experience8 to 12 Yrs
location
Karnataka
skills
  • Loan origination
  • Corporate lending
  • Commercial lending
  • Real estate lending
  • Trade finance
  • Data management
  • Quality control
  • Process creation
  • Training
  • Technology implementation
  • Risk assessment
  • Communication skills
  • Interpersonal skills
  • Tableau
  • Loan IQ
  • Analytical skills
  • Client relationship management
  • Time management
  • Regulatory compliance
  • Lifecycle management
  • Syndicated loans
  • Bilateral loans
  • Structured lending
  • Standards implementation
  • Organizational skills
  • Quantitative skills
  • Excel proficiency
  • Transaction capture tools
  • Problemsolving abilities
  • Solution skills
  • Global team collaboration
  • Legal loan documentation
  • Deal structure
  • Funds flows
  • Operational processes
  • KPI management
Job Description
Role Overview: As a Transaction Management professional, you will be responsible for supporting various aspects of the lending lifecycle, including loan closing and servicing coordination, client onboarding, data management, and quality control. Your accountability will include ensuring operational oversight of loan transactions to meet internal and external requirements. Key Responsibilities: - Contribute to the development team for loan origination and lifecycle management, covering various types of loans such as corporate, commercial, real estate, structured lending, and trade. - Assist in creating processes, standards, controls, and training for transaction management. - Help design and implement technology solutions, including testing and rollout. - Provide training and support to transaction management staff and business constituents. - Collaborate with different business lines, credit risk, operations, legal teams, etc. - Ensure data quality, controls, and processes meet internal policies and regulatory expectations. - Define and implement operational metrics and risk reviews for transparency across stakeholders. - Continuously enhance processes, controls, and efficiencies throughout the loan lifecycle. - Participate in projects to improve performance and efficiency. - Manage loan closing pipeline, coordinate loan transactions, capture data, troubleshoot issues, and perform quality control. - Assess risks in business decisions to safeguard Citigroup's reputation and assets. Qualifications: - 8-10 years of experience in the field. - Excellent communication, organizational, and interpersonal skills. - Ability to work under tight deadlines, manage priorities, and complete tasks independently. - Proficiency in Excel and other Microsoft programs, with quantitative skills. - Familiarity with Tableau or visualization tools. - Experience with Loan IQ, transaction capture tools, etc. - Attention to detail, analytical, and problem-solving abilities. - Client relationship management and solution skills. Additional Details: - Experience in a large global team supporting wholesale lending at a financial institution. - Knowledge of wholesale loan products, legal documentation, deal structures, etc. - Ability to work under time constraints with clients. - Collaboration with team members and senior management. - Decision-making skills and problem-solving capabilities. - Strong organizational and time management skills. - Understanding of corporate and regulatory policies related to lending. - Familiarity with operational processes in Wholesale lending. - Focus on achieving key operating standards in a metrics-driven culture. Education: - Bachelor's/University degree or equivalent experience.,
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posted 6 days ago
experience2 to 6 Yrs
location
Haryana
skills
  • Endorsements
  • Coding
  • Correspondence
  • SLAs
  • Customer satisfaction
  • Back office transactions
  • US PC client area
  • Mid term changes
  • Desktop procedures
  • Process metrics
Job Description
You will be responsible for processing all back office transactions in the US P&C client area, including Mid term changes, endorsements, Coding, correspondence, etc. Your primary role will involve processing transactions according to the SLAs outlined by the client and ensuring they are completed as per defined and documented desktop procedures. It is essential to meet the assigned targets in accordance with SLA and ensure that the quality of transactions complies with predefined parameters. You will be expected to work within strict deadlines, meet, and continuously strive to exceed expectations for all process metrics and customer satisfaction measures. Key Responsibilities: - Process all back office transactions in the US P&C client area - Ensure transactions are completed in line with SLAs and desktop procedures - Meet assigned targets and maintain transaction quality within predefined parameters - Work within strict deadlines and strive to exceed process metrics and customer satisfaction measures Qualifications Required: - Prior experience in back office transaction processing - Familiarity with US P&C client area transactions - Ability to work under pressure and meet strict deadlines - Strong attention to detail and quality compliance (Note: No additional details of the company were provided in the job description),
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posted 6 days ago
experience5 to 9 Yrs
location
Bangalore, Karnataka
skills
  • Loan origination
  • Corporate lending
  • Commercial lending
  • Real estate lending
  • Data management
  • Quality control
  • Process design
  • Technology implementation
  • Training
  • Risk assessment
  • Compliance
  • Client relationship management
  • Tableau
  • Loan IQ
  • Analytical skills
  • Trade Products Deals
  • Syndicated
  • bilateral loans
  • Structured lending
  • Borrowing Base Reviews
  • Problemsolving
  • Transaction capture tools
  • Solution skills
Job Description
As Transaction Management, you will be responsible for supporting various aspects of the lending lifecycle, such as Loan / Trade Products closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. Your team will oversee the operational aspects of closing and servicing all transactions in the business division to ensure compliance with internal and external requirements. **Responsibilities:** - Contribute to the team's development to support loan origination and management of Trade Products Deals, including syndicated and bilateral loans for corporate, commercial, real estate, and structured lending. - Perform Borrowing Base Reviews, monitor overdue receivables, and coordinate various Trade areas. - Assist in creating processes, standards, procedures, controls, training, and implementing transaction management. - Aid in designing and implementing technology, including testing and rollout. - Provide training and support to transaction management staff and business constituents. - Partner with originating and coverage business lines, credit risk, operations, legal, etc. - Ensure data quality, controls, and processes meet internal policies and regulatory requirements. - Work with various teams to define and implement operational metrics and risk reviews for transparency. - Continuously improve processes, controls, and efficiencies across the loan lifecycle. - Participate in projects to enhance performance and efficiency. - Manage a deal closing pipeline, coordinate loan transactions, troubleshoot issues, and perform quality control. - Assess risks in business decisions with consideration for compliance, ethics, and regulations. **Qualifications:** - 5-7 years of relevant experience. - Excellent communication, organizational, and interpersonal skills. - Ability to work under tight deadlines, manage priorities, and complete tasks with minimal follow-up. - Proficiency in Excel and Microsoft programs, quantitative skills. - Familiarity with Tableau or visualization tools, Loan IQ, transaction capture tools. - Attention to detail, analytical, and problem-solving abilities. - Client relationship, solution skills. - Additional qualifications considered are experience in wholesale lending, knowledge of loan products, Trade Receivables, dealing with clients under time constraints, collaboration, decision-making, time management, regulatory policies, operational processes, KPI-driven culture. **Education:** - Bachelor's/University degree or equivalent experience. (Note: The company's additional details were not included in the provided job description),
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posted 5 days ago
experience11 to 15 Yrs
location
Karnataka
skills
  • Project governance
  • Client relationship management
  • Proposal development
  • People management
  • Performance reviews
  • Team development
  • Organization design
  • Change management
  • Data analytics
  • HR Mergers
  • Acquisitions
  • HR Transactions Projects
  • Global stakeholder management
  • RFP responses
  • Human Capital Consulting
  • Legal
  • regulatory compliance
  • Excel skills
  • Power BI skills
Job Description
As a Manager in the People Consulting team at EY, your role will involve leading and supporting HR Transactions and M&A projects, contributing to the growth of the team, and delivering exceptional services to clients. Here's a breakdown of your key responsibilities: - Lead and support the HR Transactions PMO by overseeing project governance, managing milestone tracking, and ensuring timely, high-quality delivery across various HR Transactions projects - Manage end-to-end delivery for global transaction assignments across multiple time zones - Develop and maintain the HR M&A consulting services capability within the business and build strong relationships with global practices - Support account teams in expanding client relationships through cross-selling and upselling services - Drive productivity, utilization, headcount growth, and penetration metrics for the team - Assist in developing the practice, generating demand for learning projects, and contributing to global thought leadership on EY's service offerings - Lead proposal development, client pursuits, and RFP responses in collaboration with global teams to drive business growth As a People Counsellor, your role will involve: - Acting as a counsellor and coach, setting goals, conducting performance reviews, and ensuring continuous learning and development of the team - Implementing strong people practices and policies, providing counselling support for individual team members" learning, performance management, and career growth - Enabling and motivating direct reports to achieve their individual goals To qualify for this role, you must have: - 11 - 14 years of experience in Human Capital and HR Transactions Consulting - Conversant with at least two full HR M&A lifecycle engagements - Strong understanding of the HR landscape, including total rewards, compensation structures, compliance, organization design, and change management principles - Knowledge of legal and regulatory environment related to employee rewards and reporting - Experience in consulting on global client projects and project management skills - Masters or MBA degree in HR or similar - Proficiency in data and talent management tools such as Workday and SAP SuccessFactors - Strong leadership capabilities, data-analytics, Excel, and Power BI skills Additionally, it would be beneficial to have: - Experience in areas of Culture, Actuarial, Equity knowledge, Total reward, workforce talent & Unions - Knowledge of supporting HR Due Diligence assignments - Experience working with consulting firms At EY, you will have the opportunity to work on inspiring projects, receive coaching and feedback from engaging colleagues, develop new skills, and progress your career in a supportive and flexible environment. EY is committed to building a better working world by creating long-term value for clients, people, and society through diverse teams and innovative solutions.,
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posted 1 day ago
experience6 to 10 Yrs
location
Chennai, Tamil Nadu
skills
  • Financial Due Diligence
  • Transaction Advisory Services
  • CPA
  • Financial Statements
  • Financial Modeling
  • US GAAP
  • Client Engagement
  • CA
  • MBA in Finance
  • Financial Ratio Analysis
  • Data Room Management
Job Description
As a Manager at our company based in Chennai, you will be leading financial due diligence engagements for middle-market US clients, collaborating closely with onshore and offshore teams. Your key responsibilities will include: - Overseeing buy-side and sell-side due diligence processes - Conducting working capital analysis - Participating in transaction structuring - Providing guidance to teams - Ensuring the delivery of high-quality outputs within a dynamic M&A environment To be successful in this role, you should have: - Relevant experience in Big 4 or equivalent Transaction Advisory Services practice - Hold a CA/CPA/MBA in Finance - Possess a minimum of 6 years of experience in financial due diligence, encompassing both buy-side and sell-side transactions - A strong grasp of financial statements, financial ratio analysis, financial modeling, and US GAAP - Prior experience in managing due diligence engagements, including tasks such as data room management, document request list preparation, and coordination of management meetings Your communication skills will be critical in this role, as you will be required to effectively present financial findings to clients. Preference will be given to candidates with industry experience in sectors such as healthcare, manufacturing, distribution, consumer products, business services, or financial services. If you are a detail-oriented professional with a solid background in financial due diligence and a knack for client engagement, we invite you to apply for this challenging and rewarding position.,
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posted 1 day ago
experience10 to 14 Yrs
location
Karnataka
skills
  • Risk Management
  • Team Leadership
  • People Management
  • Analytical Skills
  • Communication Skills
  • Interpersonal Skills
  • Transaction Reporting
  • Regulatory Control
  • ProblemSolving
  • DecisionMaking
Job Description
You will be responsible for leading a team of 8 professionals in Bangalore for the Trade & Transaction Reporting Operations (TTRO) division as the Vice President APAC Run The Bank. Your role will involve overseeing the smooth functioning of BAU operations, timely escalation of exceptions and issues to senior stakeholders, and contributing to team and function development. The ideal candidate for this role should have a strong background in Transaction Reporting, risk management, regulatory control, and team leadership. Key Responsibilities: - Manage the APAC RTB team in Bangalore to ensure high performance and adherence to company standards. - Timely and accurate escalation of issues impacting BAU processing. - Investigate and address any observations or issues affecting reporting, requiring escalation. - Develop and implement BAU processes, ensuring up-to-date documentation. - Responsible for overseeing HKMA, ASIC, MAS, FSC, and JFSA functions, understanding regulatory expectations. - Focus on automating manual processes, seeking candidates with process automation experience. - Implement supervisory processes for risk monitoring. - Develop and maintain training plans for the team. - Provide status updates to senior stakeholders globally. - Collaborate with other departments for comprehensive risk management and regulatory compliance. - Provide leadership, mentorship, and professional development opportunities for team members. - Stay informed on industry best practices and regulatory changes to keep procedures current and effective. Qualifications: - Bachelor's degree in Business, Finance, Risk Management, or related field. - Minimum 10 years of experience in risk management, regulatory control, or related field, with at least 3 years in a managerial leadership role. - Strong understanding of people management, risk management principles, and regulatory requirements. - Excellent analytical, problem-solving, decision-making skills. - Strong leadership, team management abilities. - Excellent communication, interpersonal skills. - Ability to work effectively in a fast-paced, dynamic environment. Preferred Skills: - Familiarity with the financial services industry and regulatory environment. - Proficiency in relevant software and tools; experience with Alteryx, Power BI, UI Path, SQL, and Python advantageous.,
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posted 7 days ago
experience5 to 9 Yrs
location
Bangalore, Karnataka
skills
  • Loan origination
  • Corporate lending
  • Commercial lending
  • Real estate lending
  • Data management
  • Quality control
  • Process design
  • Technology implementation
  • Risk assessment
  • Compliance
  • Client relationship management
  • Analytical skills
  • Tableau
  • Loan IQ
  • Client servicing
  • Time management
  • Trade Products Deals
  • Syndicated
  • bilateral loans
  • Structured lending
  • Borrowing Base Reviews
  • Training
  • support
  • Problemsolving
  • Transaction capture tools
  • Attention to detail
Job Description
As a Transaction Management professional, you will be responsible for supporting various aspects of the lending lifecycle, such as Loan/Trade Products closing and servicing coordination, client onboarding, data management, and quality control. Your key responsibilities will include: - Supporting loan origination and lifecycle management of Trade Products Deals, including Receivables, syndicated and bilateral loans in various sectors. - Conducting Borrowing Base Reviews, monitoring overdue receivables, and coordinating with different Trade areas. - Assisting in creating processes, standards, procedures, controls, and training for transaction management. - Collaborating on the design and implementation of technology, including testing and rollout. - Providing training and support to transaction management staff and business constituents. - Partnering with originating and coverage business lines, credit risk, operations, legal, etc. - Ensuring data quality, controls, and processes meet internal policies and regulatory requirements. - Defining and implementing operational metrics and risk/control reviews across the loan lifecycle. - Enhancing processes, controls, and efficiencies within the group and front to back loan lifecycle. - Participating in projects to improve performance and efficiency. - Managing a deal closing pipeline, coordinating loan transactions, capturing data, and performing quality control. - Assessing risks in business decisions, complying with laws and regulations, and safeguarding Citigroup's reputation and assets. Qualifications: - 5-7 years of relevant experience. - Excellent communication, organizational, and interpersonal skills. - Ability to work under tight deadlines, manage priorities, and complete tasks independently. - Proficiency in Excel and other Microsoft programs, Tableau or visualization tools. - Experience with Loan IQ, transaction capture tools, etc. - Attention to detail, analytical skills, problem-solving abilities. - Client relationship management and solution skills. Additional non-core qualifications that will be considered: - Experience in supporting wholesale lending at a large financial institution. - Knowledge of wholesale loan products, legal loan documentation, deal structure, etc. - Experience with Trade Receivables products. - Ability to work with clients under time constraints. - Collaboration with team members, Senior management, and business constituents. - Strong decision-making skills and problem-solving abilities. - Organizational and time management skills. - Understanding of corporate and regulatory policies in lending. - Operational processes knowledge supporting Wholesale lending. - Focus on achieving key operating standards within a metrics-driven culture. Education: - Bachelor's/University degree or equivalent experience.,
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