Wealth Manager Jobs in Mumbai

543 Jobs Found

SC

Business Development Manager - Flavors And Fragrances (essential Oils)

Scimplify

10-15 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Business Development Manager Flavors & Fragrances (Essential Oils) Location: Mumbai Experience: 10 15 years Work Type: Full-Time About Scimplify Scimplify is a specialty chemicals manufacturing company offering end-to-end solutions from R&D and custom synthesis to large-scale manufacturing and doorstep delivery. Headquartered in Bengaluru, we serve multiple industries including pharmaceuticals, agrochemicals, personal care, and fragrances. We support 500+ businesses across 20+ countries, helping them scale innovative chemicals from lab to commercial production. With over $54 million raised from top investors like Accel and Bertelsmann, Scimplify operates globally with teams in India, Japan, USA, UAE, and Indonesia, comprising 250+ professionals. Learn why Forbes recognizes us as one of the top 100 startups in Asia to watch. Role Overview We are seeking a Business Development Manager to lead and expand our **Essential Oils** division in the fragrances sector. This role involves driving sales, revenue growth, and establishing strategic relationships with clients globally, while building a high-performing business development team. Key Responsibilities Drive sales and revenue growth for the Essential Oils division in the fragrances industry. Identify, develop, and maintain relationships with key clients and new business opportunities. Conduct market research and competitive analysis to identify trends, customer needs, and growth opportunities. Develop and execute marketing strategies to enhance brand visibility and market presence. Collaborate with cross-functional teams to achieve business objectives. Focus on essential oil formulations, blends, and bases for the F&F sector. Qualifications & Skills 10 15 years of experience in sales and marketing within the Essential Oils / Flavors & Fragrances industry. Proven client relationship management and negotiation skills. Strong strategic planning, market analysis, and business development capabilities. Excellent communication, interpersonal, and leadership skills. Benefits & Perks Travel & Mobility: Corporate Uber/MMT, relocation & transfer support, travel policy. Insurance & Wellness: Family health coverage (up to 5 members, 5 L), Employee Assistance Program, onsite medical, emergency support, online doctor consultation. Lifestyle & Engagement: Monthly outings, corporate dinners, trips, parental support (maternity/paternity, daycare). Retirement & Financial: Employee PF contribution, flexible PF, NPS, car lease, salary advance policy.

Business Development Business Development Manager Business manager
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Business Management

Nomura

2-4 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Business Management GMDO CAO, E-Trading Strategy Location: Mumbai Skill Category: Global Markets Corporate Title: Analyst / Associate Company Overview Nomura is a global financial services group with an integrated network spanning ~30 countries. By connecting markets East & West, Nomura serves individuals, institutions, corporates, and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, Nomura is built on disciplined entrepreneurship and a commitment to creative solutions and thought leadership. Nomura Services India supports the group s global businesses, providing world-class capabilities in trading support, research, IT, financial control, operations, risk management, and legal support, playing a critical role in global operations. Nomura is recognized for its inclusive workplace initiatives and has received awards such as Top 10 Employers (IWEI), IWEI Gold Employer of Choice, India CSR Leadership Award 2024, and YUVA Unstoppable Changemaker Awards. Division Overview The Global Markets (GM) division, based in Mumbai, provides front-office expertise in pricing, modelling, and risk management. The team is integral to portfolio optimization, pricing, and structuring strategies, supporting aggressive revenue targets. Business Unit Overview The Business Management team in Powai enables Front Office teams globally, including AEJ, EMEA, and US GM Business Management, Client Account Management & Strategy (CAMS), Front Office Supervision (FOS), GMDO CAO, and Senior Relationship Management (SRM). This role is within the **GMDO CAO, E-Trading Strategy** team, responsible for implementing the business policy, executing strategy, and managing day-to-day operations. You will work closely with Co-Heads of E-Trading Strategy and the COO of GM Digital Office. Position Specifications Experience: 2 4+ years relevant experience Qualification: MBA (Finance) or CA preferred Role & Responsibilities Business & Financial Management Lead financial planning and control, including budget management, tracking actuals, and providing meaningful insights for management decisions. Ensure accuracy of balance sheet items, including asset capitalization and depreciation. Control spend by managing approvals for T&E and platform expenditure. Partner with vendor teams to manage software, data, and resource suppliers throughout the lifecycle. Team Structure & Contribution Track monthly headcount and organizational changes. Maintain project structures reflecting team activities. Create business-level allocations to inform internal cost allocation and measure team contribution. Strategy & Delivery Work with the Global E-Trading Strategy CAO to drive strategy execution and delivery of roadmap initiatives. Optimize team structure and working environment in collaboration with local support and HR. Ensure risk management and control processes are adhered to. Business Analysis & Reporting Prepare weekly business summaries with financial metrics and commentary. Develop executive-level presentations to support senior management decision-making. Stakeholder Management Advocate for the E-Trading Strategy team across the organization. Partner with GM desk, business managers, Technology, Operations, Finance, and other corporate functions to ensure recognition and support of team successes and challenges. Why Join Nomura This role offers a unique opportunity to partner with global stakeholders, drive strategic initiatives, and manage key business operations in a fast-paced, front-office environment. You will play a critical part in shaping the E-Trading Strategy business agenda and contributing to Nomura s global market success. Qualification : MBA (Finance) or CA preferred

Business Management Business management Full-Time Business Operations
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Sr. Infrastructure Operations & Services

Nomura

5-8 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Sr. Infrastructure Operations & Services Location: Mumbai Skill Category: IT / Technology Work Type: Full-Time Company Overview Nomura is a global financial services group spanning ~30 countries and regions. By connecting markets East & West, Nomura serves individuals, institutions, corporates, and governments through Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, Nomura has a long-standing tradition of disciplined entrepreneurship and thought leadership. Nomura Services India (Powai) supports global operations with world-class capabilities in trading support, research, IT, financial control, operations, risk management, and legal support. Powai serves as a critical platform for Nomura s growth and global expansion strategy. Role Overview The Sr. Infrastructure Operations & Services role offers an opportunity to join a global, diverse engineering team in a hands-on capacity. You will be responsible for supporting and optimizing Nomura s cloud infrastructure while collaborating with cross-functional teams to ensure reliability, scalability, and operational excellence. Key Responsibilities Cloud Operations & Support Provide follow-the-sun support for the Global Cloud Operations team, including on-call rotation and weekend coverage as required. Lead incident response and problem resolution with urgency, ensuring minimal business disruption. Manage cloud environments across AWS platforms, ensuring stability, performance, and security. Infrastructure & Automation Deliver Public Cloud projects through design and implementation, collaborating with Cloud Engineering teams. Develop and maintain robust Infrastructure as Code (IaC) artifacts using tools such as Terraform, AWS CloudFormation, and Ansible. Optimize cloud systems to improve reliability, scalability, and deployment velocity. Kubernetes & Container Management Troubleshoot and resolve issues related to Kubernetes infrastructure, networking, and container orchestration. Collaborate with software engineering teams to optimize application deployment and performance on Kubernetes environments. Documentation & Compliance Document processes, procedures, and configurations to facilitate knowledge sharing. Ensure adherence to compliance and regulatory requirements. Required Skills & Experience Hands-on experience: 5 8 years in AWS platform management. Automation & IaC: Proficiency with Terraform, AWS CloudFormation, Ansible. Kubernetes & Containers: Working knowledge of Rancher/RKE2 and AWS EKS; containerization with Docker/Podman. Monitoring & Logging: Experience with Prometheus, Grafana (preferred), ELK stack. Operating Systems: Strong Linux/Unix/Windows skills. Excellent problem-solving, communication, and collaboration skills. Ability to thrive in fast-paced, high-pressure environments. Preferred Skills AWS certifications (e.g., Solutions Architect, SysOps Administrator). Kubernetes certifications (e.g., CKA, CKAD). Experience with CI/CD pipelines and hybrid/multi-cloud strategies. Programming skills in Python for cloud API automation. Strong interest in emerging cloud and infrastructure technologies. Why Join Nomura This role provides a unique opportunity to drive cloud infrastructure strategy, implement automation, and support global operations in a highly dynamic and collaborative environment. You will work at the forefront of emerging technologies while contributing to Nomura s global technology footprint.

Sr. Infrastructure Operations Services Infrastructure services
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Principal Infrastructure Operations & Services

Nomura

10+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Principal Infrastructure Operations & Services Location: Mumbai Skill Category: IT / Technology Work Type: Full-Time Company Overview Nomura is a global financial services group with an integrated network across ~30 countries. By connecting markets East & West, Nomura serves individuals, institutions, corporates, and governments through Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship and considered thought leadership. Nomura Services India (Powai) supports global operations with world-class capabilities in trading support, research, IT, financial control, operations, risk management, and legal support. The Powai operation plays a critical role in facilitating Nomura s global business growth. Role Overview The Principal Infrastructure Operations & Services role focuses on Identity and Access Management (IAM), particularly Multi-Factor Authentication (MFA) systems. You will drive MFA implementation and migration projects, serve as a subject matter expert (SME), and ensure security and regulatory compliance across the organization. Key Responsibilities MFA Implementation & Migration Lead the migration from Cisco DUO and RSA SecurID to Microsoft Authenticator. Ensure minimal service disruption and optimal user experience during migrations. Technical Expertise & Support Act as SME for MFA technologies, including Cisco DUO, RSA SecurID, and Microsoft Authenticator. Provide technical guidance, integration support, and troubleshooting expertise. Design & Architecture Collaborate with architecture teams to design robust MFA solutions aligned with security requirements and industry regulations. Ensure solutions are scalable, secure, and compliant. Policy Development Develop and enforce MFA policies and procedures following organizational security frameworks and best practices. User Training & Support Conduct training and provide ongoing support for internal teams and end-users on MFA tools and processes. Monitoring & Reporting Implement monitoring solutions to track MFA usage and performance. Generate reports for management highlighting effectiveness and improvement opportunities. Risk Assessment Conduct risk assessments related to identity and access management. Identify vulnerabilities and propose remediation strategies to mitigate risk. Qualifications & Requirements Bachelor s degree in Computer Science, IT, or related field; Master s preferred. Minimum of 10 years of experience in Identity and Access Management, focusing on MFA solutions. Proven experience in financial institutions with strong understanding of regulatory and security requirements. Hands-on expertise with Cisco DUO, RSA SecurID, and Microsoft Authenticator, including migration projects. Strong knowledge of identity protocols (SAML, OAuth, OpenID Connect) and enterprise security frameworks. Excellent analytical, problem-solving, and communication skills. Relevant certifications such as CISSP, CISM, or CISA are highly desirable. Why Join Nomura This role offers an opportunity to lead critical IAM and MFA initiatives in a global financial institution, ensuring robust security, compliance, and seamless user experience. You will work at the forefront of identity security technologies while influencing enterprise-wide security strategy. Qualification : Bachelors degree in Computer Science, IT, or related field; Masters preferred

Principal Infrastructure Operations Services Infrastructure services
QA

Wealth Manager - Direct Sales

Quantum Asset Management

4+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Wealth Manager Direct Sales Location: Mumbai Experience Required: 4+ Years Industry: BFSI (Banking, Financial Services, and Insurance) Employment Type: Full Time Job Summary: We are looking for a result-driven Wealth Manager Direct Sales to join our growing team in Mumbai. The ideal candidate will have a strong track record in sales within the financial services industry and will be responsible for client acquisition, relationship management, and achieving revenue targets through direct interactions and personalized wealth solutions. Key Responsibilities: Develop and maintain strong relationships with existing clients to grow wallet share and foster client loyalty. Acquire new clients through personal network, company-generated leads, and references. Meet or exceed monthly and quarterly sales targets for: New investments/inflows Cross-sell and up-sell of financial products Reference and lead generation Regularly connect with clients via calls, meetings, and follow-ups to drive engagement and conversions. Maintain consistent daily/weekly/monthly contact goals with leads and clients. Provide accurate and timely updates on client interactions, leads status, and follow-ups using prescribed reporting formats. Maintain a deep understanding of financial products (mutual funds, insurance, fixed income, etc.) to offer customized solutions. Key Skills & Competencies: Excellent verbal and written communication skills Strong sales acumen and a passion for client servicing and relationship building Self-motivated and result-oriented with the ability to work independently Comfortable handling a wide range of client profiles and understanding their financial goals Strong time management and follow-up discipline Willingness to continuously learn and stay updated on financial products and market trends Qualifications: Graduate (any discipline) a background in Finance will be a plus NISM Certification (mandatory) preferably in Mutual Funds or Investment Advisory Preferred Experience: Minimum 4 years of proven success in direct sales within the financial services or wealth management domain Exposure to a range of investment products and advisory services

Wealth Manager Wealth manager Sales Manager sales
QA

Assistant Manager / Sr. Executive - Human Resources

Quantum Asset Management

5-7 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Assistant Manager / Sr. Executive - Human Resources Experience: 5 - 7 Years Location: Mumbai Roles and Responsibilities: You will manage the complete employee life cycle, from onboarding through to offboarding, ensuring smooth HR operations and compliance. Key Tasks: Manage new hire orientation including pre-joining checks, onboarding, and induction processes. Maintain updated employee data files and personal folders accurately and confidentially. Prepare and submit internal MIS reports on a monthly basis. Coordinate and manage employee onboarding surveys to capture employee feedback regularly. Provide timely support to employees on HR-related queries and concerns. Maintain HRIS and HR records meticulously. Generate employee-related letters and documentation. Assist in medical and health insurance management processes. Coordinate and support training programs and initiatives. Oversee exit management processes, including exit formalities and interviews; maintain exit tracker. Ensure adherence to all statutory compliances; liaise regularly with consultants to resolve pending issues and maintain legal compliance across HR functions. Skill Sets: Excellent written and verbal communication skills. Strong process orientation with attention to detail. Robust employee relations and interpersonal skills. Deep understanding of HR statutory compliances. Advanced proficiency in Excel for data management and reporting. Qualifications: Graduate or MBA in Human Resources. Qualification : Graduate or MBA in Human Resources

Assistant Manager Assistant manager Manager assistant Sr.
IF

Relationship Manager NRI

Idfc First Bank

5-10 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Job Title: Relationship Manager NRI Department: Retail Banking Location: Mumbai Experience: 5 to 10 Years (Relevant Branch Banking Experience) Education: Graduate (Any discipline); Postgraduate preferred Job Purpose: The Relationship Manager NRI is responsible for acquiring new-to-bank NRI customers and deepening existing relationships through tailored financial solutions. This role plays a key part in enhancing customer engagement, cross-selling banking products, and ensuring world-class service delivery. The role demands close coordination with internal teams like product and operations to create seamless customer experiences, aligned with the overall goals of the branch banking division. Key Responsibilities: Customer Acquisition & Relationship Building Acquire NTB (New-to-Bank) NRI customers through referrals, networking, and targeted sales efforts. Build long-term relationships by understanding customer needs and delivering personalized banking solutions. Expand existing customer relationships by penetrating group or family accounts. Sales & Product Advisory Cross-sell relevant banking and investment products based on customer profiling and financial needs. Promote new product offerings or enhancements to deepen wallet share. Ensure proactive engagement and advisory support to retain high-value NRI clients. Customer Service & Experience Provide timely resolution of customer queries and complaints, ensuring high satisfaction. Track service turnaround times and ensure all service requests are fulfilled as per SLA. Collaborate with the Senior Relationship Manager NRI to maintain a best-in-class service model. Internal Coordination Work with product, operations, and compliance teams to ensure smooth transaction processing and service delivery. Maintain accurate and updated relationship records for all assigned customer accounts. Sales Strategy & Initiatives Assist in designing and executing special sales campaigns, customer meets, and NRI engagement events. Provide market intelligence and competitor insights to enhance acquisition and retention strategies. Suggest process improvements to enhance service quality and operational efficiency across the branch. Skills & Competencies: Strong relationship management and interpersonal skills Knowledge of NRI banking products, regulatory norms, and global remittance platforms Ability to communicate effectively and persuasively Goal-oriented, self-motivated, and customer-centric High integrity and adherence to compliance guidelines Qualifications: Graduate in any discipline (mandatory) Postgraduate or MBA (preferred) Experience Required: 5 to 10 years of experience in branch banking, preferably in NRI customer management Summary: The Relationship Manager NRI plays a strategic role in acquiring, retaining, and growing NRI client relationships through superior customer service, product advisory, and process excellence. As a key driver of branch performance, the incumbent will work closely with cross-functional teams to achieve business targets while ensuring regulatory compliance and customer satisfaction. Qualification : Graduate (Any discipline); Postgraduate preferred

Relationship Manager Relationship manager NRI Full-Time
GR

Compliance

Groww

4+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Compliance Location: Mumbai About Groww Mutual Fund Groww Mutual Fund, formerly Indiabulls Mutual Fund, offers a diverse range of mutual fund schemes tailored to meet the unique needs and financial goals of investors. Backed by Groww Invest-Tech Private Limited, we provide a mix of equity, debt, and hybrid funds. Our core values revolve around simplicity, transparency, and a relentless focus on long-term wealth creation. We seek out investment opportunities that combine robust growth potential with sound fundamentals, ensuring our investors financial goals are met with clarity and precision. Our Mission Our primary goal is to generate steady, long-term wealth for our investors. We are committed to identifying new opportunities and designing innovative schemes that help our investors capitalize on growth prospects, all while maintaining a strong focus on consistency and risk management. What We Stand For Simplicity & Transparency: We communicate with investors in a clear, jargon-free manner, ensuring 100% transparency in performance, strategy, and challenges. Consistent Wealth Creation: We prioritize sustainable wealth growth, carefully selecting assets that consistently deliver long-term returns. Customer-Centric Approach: Every decision we make is focused on the needs of our investors. From personalized products to ongoing support, we put our customers at the core of everything we do. Innovation: We re constantly evolving our offerings to meet diverse risk appetites, time horizons, and liquidity needs. Our team is driven by a spirit of passion, commitment, and innovation, and every member takes ownership in shaping the future of wealth management. If you're looking to join a dynamic environment that challenges the status quo, we d love for you to be part of our journey. Role Overview As a Compliance professional, you will be responsible for managing and overseeing compliance-related activities at Groww Mutual Fund. You will work closely with various departments to ensure adherence to SEBI, AMFI regulations, and internal policies, while ensuring that all reporting and surveillance systems are functioning seamlessly. Key Responsibilities Daily Compliance Operations: Manage day-to-day compliance activities, including ad-hoc reporting in line with SEBI and AMFI regulations. Policy Management: Review and prepare compliance-related policies and procedures for annual review. Audit Coordination: Coordinate with internal auditors to facilitate compliance audits. Regulatory Reporting: Ensure compliance with PMLA guidelines, including STR reporting. Surveillance System Review: Review alerts generated from surveillance systems and investigate as necessary. Tracker Maintenance: Maintain trackers for daily SEBI recovery orders and folio freezing orders, ensuring prompt and accurate action. PIT Compliance: Track and manage PIT (Prohibition of Insider Trading) approvals. Website Compliance Monitoring: Ensure compliance with regulatory requirements concerning website content. Marketing Material Compliance: Support the compliance review and clearance of marketing materials. Policy Tracker & Compliance Review: Maintain an up-to-date policy tracker and ensure all policies are in compliance. Committee and Board Support: Assist in preparing agendas and documentation for compliance-related committee and board meetings. Required Skills & Expertise Education: Bachelor's degree in Business Administration, Law, Finance, or a related field. Advanced degrees are a plus. Experience: Minimum 4 years of experience in compliance, regulatory affairs, or a related field. Knowledge: Strong understanding of SEBI, AMFI regulations, and PMLA guidelines. Analytical Skills: Strong attention to detail and excellent analytical thinking capabilities. Communication: Effective verbal and written communication skills, capable of conveying complex compliance concepts clearly. Technical Proficiency: Proficiency in Microsoft Office Suite and relevant compliance software tools. If you have a strong regulatory background, attention to detail, and a passion for maintaining high compliance standards, we invite you to apply and join a forward-thinking team that s making a real impact in India s wealth management industry. Qualification : Bachelor's degree in Business Administration, Law, Finance, or a related field

Compliance Full-Time Regulatory Compliance Risk Management Compliance officer
GR

Equity Research Associate (AMC)

Groww

1-3 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Equity Research Associate (AMC) Location: Mumbai About Groww Mutual Fund Who We Are: Groww Mutual Fund, formerly known as Indiabulls Mutual Fund, is dedicated to providing mutual fund schemes that cater to a wide variety of investor needs. We operate with a strong focus on simplicity, transparency, and long-term wealth creation, always placing our investors at the center of everything we do. With the robust backing of Groww Invest-Tech Private Limited, our diverse portfolio includes equity funds, hybrid funds, and debt funds, all designed to capture investment opportunities that balance growth potential with solid fundamentals. Our Mission Our primary mission is to create steady, long-term wealth for our investors. Through diligent research and careful planning, we discover and develop innovative schemes that allow our investors to harness the best wealth-building opportunities available. What We Stand For Simplicity and Transparency: Clear, jargon-free communication to help our investors make informed decisions. Consistent Wealth Creation: A focus on selecting securities that consistently compound returns, helping investors realize their financial goals. Customer Centricity: Products and resources tailored to meet investors financial objectives, with a commitment to superior service and support. Innovation: Continuously evolving to redefine wealth management with innovative schemes that cater to diverse risk appetites, timelines, and liquidity needs. About the Role As an Equity Research Associate, you will play a pivotal role in providing high-quality, objective investment research to support the fund management team s decision-making process. You will analyze sector trends, financial data, and emerging opportunities to deliver timely and actionable investment recommendations. Your expertise in fundamental analysis and financial modeling, combined with the ability to track industry developments, will help the team identify key trends and investment opportunities, ultimately contributing to the generation of alpha. The role is ideal for candidates with a solid understanding of financial markets and those looking to scale their skills toward future fund management responsibilities. Key Responsibilities: Financial Analysis: Create and maintain earnings, valuation, and industry models for your assigned sectors. Research & Identification: Analyze data to uncover emerging investment opportunities and risks. Investment Ideas: Generate actionable buy/sell recommendations to drive alpha for the portfolio. Documentation & Reporting: Maintain detailed documentation on sector developments, industry news, and trends. Provide timely insights to the team. Primary Research: Devise and conduct primary research methods, keeping a pulse on sector sentiment, emerging trends, and key market shifts. Collaboration: Actively contribute to team discussions, providing timely insights and support in investment decision-making. Qualifications & Expertise: Educational Background: Master s degree in Finance, Economics, or CA. Experience: 1-3 years of relevant experience in equity research or financial analysis. Sector Expertise: Strong understanding of the assigned sector(s) with a deep knowledge of fundamental analysis, financial modeling, and valuation techniques. Certifications (Preferred): CFA, CA, FRM, or MBA is a plus. Analytical Skills: Strong proficiency in financial analysis, model-building, and interpretation of data. Execution & Teamwork: A self-starter with the ability to work independently while being an effective team player. Impact: Play a crucial role in shaping investment strategies and decisions at Groww. Growth: Opportunities to expand your skill set and grow toward future fund management roles. Innovation: Be part of an innovative, customer-first team redefining wealth management. Culture: Join a dynamic, fast-growing company where collaboration, transparency, and continuous learning are at the forefront. If you re passionate about equity research and eager to contribute to the success of India s fastest-growing mutual fund platform, we d love to hear from you. Qualification : Masters degree in Finance, Economics, or CA

Research Equity Research Associate Research associate Equity research associate
OF

Assistant Floor Manager / Floor Manager

Orra Fine Jewellery

7+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Assistant Floor Manager / Floor Manager Locations: Mumbai, Bangalore, Lucknow, Delhi, Pune India Job Overview: We are looking for a dynamic and experienced Floor Manager to lead our in-store operations, drive sales performance, and ensure a seamless customer experience. The ideal candidate will have a strong background in retail management, a passion for customer service, and the ability to lead, mentor, and inspire a high-performing team. Key Responsibilities: Deliver exceptional customer service to drive satisfaction and loyalty Lead and motivate the sales team to meet or exceed sales targets through training, coaching, and performance management Develop and implement strategies to increase footfall, attract new customers, and boost profitability Oversee recruitment, training, and onboarding of new team members Address and resolve customer complaints and concerns with professionalism Ensure full compliance with health, safety, and store operational standards Plan and manage promotional campaigns and in-store visual merchandising Prepare detailed sales reports, analyze customer buying trends, and track store performance Handle store administration, including budgeting, financial reporting, and cash handling Monitor inventory levels and coordinate timely replenishment of stock Requirements: High school diploma required; a Bachelor's degree in Business Administration or a related field is preferred Minimum 7 years of experience in a retail environment, including prior leadership roles Proven ability to manage staff, improve store operations, and deliver strong sales results In-depth understanding of retail business operations and customer service best practices Strong leadership, problem-solving, and organizational skills Excellent interpersonal and communication abilities Willingness to work flexible hours, including weekends and holidays

Assistant Manager Assistant manager Manager assistant Floor manager
LT

Program Manager

Lrn Technology Content Solutions

8+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Program Manager Location: Mumbai, India About LRN: With a global presence across the US, EMEA, APAC, and Latin America, LRN supports over 2,500 organizations, including many of the world s most recognizable brands. Our solutions help companies navigate complex regulatory environments, translating core values into measurable behaviors and business practices that create lasting competitive advantage. About the Role: As a Program Manager (PGM) at LRN, you ll serve as a strategic delivery partner, ensuring the seamless execution of client contracts and long-term account success. You will act as the central liaison between internal teams and external stakeholders, overseeing project coordination, risk management, and service delivery for high-impact global clients. This role is ideal for someone who excels in cross-functional collaboration, thrives in a dynamic SaaS environment, and has a strong foundation in program or client management. Key Responsibilities: Client Success & Relationship Management: Ensure clients receive full value from their contractual entitlements Monitor delivery health, manage escalations, and proactively resolve issues Partner with Sales and Customer Success teams to identify upsell and growth opportunities Maintain high customer satisfaction through strategic roadmap oversight and engagement Program & Delivery Coordination: Serve as the operational hub across Sales, Delivery, Product, and Support teams Create and manage structured work plans with clear accountability Oversee deliverables and service-level agreements (SLAs) across internal teams Escalate and follow up on product-related issues with internal stakeholders Support effective triage and resolution of client support tickets Develop scalable delivery frameworks and contribute to program standardization Account Stabilization & Growth: Lead recovery initiatives for at-risk accounts (Red/Amber status) Collaborate with Sales and CSMs to ensure client retention and renewal readiness Facilitate solution design discussions aligned with client needs Client Communication & Advocacy: Act as the primary point of contact for all client delivery-related matters Advocate for client priorities internally and manage clear, consistent communication Represent client needs in operational and executive discussions Operational Excellence & Process Improvement: Identify workflow gaps and propose scalable, repeatable solutions Refine internal systems and processes within Bespoke and Professional Services Contribute to documentation, templates, and internal playbooks for consistency Core Activities: Monitor delivery progress against contract terms and timelines Coordinate cross-functional collaboration for service delivery Keep stakeholders updated on key milestones and project changes Ensure visibility into account updates for internal delivery teams and leadership Requirements: 8+ years of experience in program/project management or B2B client support 3 5 years of experience supporting sales teams in servicing enterprise clients Strong stakeholder engagement, communication, and conflict resolution skills Proficiency in MS Office (Excel, Word, PowerPoint) Ability to understand and translate technical information into client-facing language Strong organizational, problem-solving, and multitasking abilities Preferred Qualifications: Experience in a SaaS or eLearning environment Familiarity with Learning Management Systems (LMS) Background in ethics and compliance programs Proficiency in Japanese (JLPT N3 or above) is a plus Shift Requirements: Must be flexible to work rotational shifts, including night and early morning shifts to support global clients Why Join LRN: Work in a purpose-driven, inclusive environment Collaborate with global teams and Fortune 500 clients Make an impact through work that matters LRN is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Manager Program manager Full-Time Program Management Project Management
BC

Finance Associate

Blenheim Chalcot It Services India Pvt. Ltd.

4+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Finance Associate Location: Mumbai, India (Andheri East) Division: Finance Employment Type: Full-Time, Onsite (5 days a week) About Blenheim Chalcot Blenheim Chalcot is a leading global venture builder with over 25 years of experience creating and growing SaaS businesses powered by Generative AI. With a portfolio of 60+ ventures across sectors including financial services, education, health, and marketing, we leverage a global ecosystem spanning Scale Space in London, Rajasthan Royals in Mumbai, and a go-to-market hub in Austin. This network provides unparalleled access to top-tier talent, advanced tools, and resources to accelerate growth and establish market-leading businesses. Our Values Honesty and Integrity: We build trust through transparency and ethical conduct. Resilience: We stay optimistic, embrace feedback, and adapt in the face of challenges. Teamwork: We collaborate to elevate each other and achieve shared goals. Innovation: We relentlessly seek improvements and challenge the status status quo. Deliver Results: We commit to excellence and fulfill our promises. Commercial Awareness: We prioritize cost-effective solutions and smart resource management. Role Overview As a Finance Associate, you will be instrumental in managing daily accounting operations and supporting the financial health of our AI-driven tech ventures. Reporting to the Finance Manager, you will ensure accurate month-end processes, streamline accounts payable, and contribute to process improvements that enhance reporting quality and operational efficiency. Key Responsibilities Manage month-end accruals and apply core accounting principles accurately. Handle Accounts Payable processes efficiently. Perform bookkeeping tasks using accounting software such as QuickBooks, Xero, SAP, Netsuite, etc. Work comfortably with large data sets, ensuring data integrity and accuracy. Communicate effectively with internal teams, expressing ideas clearly and participating actively in discussions. Maintain high attention to detail in all financial transactions and reporting activities. Who You Are CA/ACCA/CIMA qualified with 4+ years of relevant finance experience. Strong technical understanding of accounting standards and month-end closing procedures. Hands-on experience with Accounts Payable and bookkeeping. Proficient in multiple accounting software platforms (QuickBooks, Xero, SAP, Netsuite). Comfortable analyzing large volumes of financial data with accuracy. Excellent communicator, able to collaborate across teams and engage proactively. Detail-oriented, reliable, and committed to delivering high-quality work. Adaptable to a fast-paced environment with evolving priorities. Work in a dynamic startup-corporate hybrid environment at the forefront of AI-driven technology. Collaborate with a global, diverse team passionate about innovation and impact. Opportunity to develop your finance career within a supportive, growth-focused company. Competitive compensation and benefits aligned with industry standards. Recruitment Process We have a thorough recruitment process to ensure we hire the best talent. This role requires full-time office presence at our Andheri East location with flexibility to accommodate personal commitments. Being onsite fosters collaboration and connection across our global portfolio.

Finance Associate Finance associate Full-Time Financial analysis
BC

Finance Manager

Blenheim Chalcot It Services India Pvt. Ltd.

4+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Finance Manager Location: Mumbai, India (Andheri East and/or Turbhe) Division: Finance Employment Type: Full-Time, Onsite About Blenheim Chalcot Blenheim Chalcot is a leading global venture builder with over 25 years of experience creating and scaling SaaS businesses powered by Generative AI. Our portfolio includes 60+ ventures spanning financial services, education, health, and marketing sectors. Our global ecosystem featuring Scale Space in London, the Rajasthan Royals in Mumbai, and a go-to-market base in Austin offers access to world-class talent, tools, and support to accelerate growth and build market-leading companies. Our Values Honesty and Integrity: Acting with transparency and trustworthiness. Resilience: Staying optimistic and adaptable through challenges. Teamwork: Collaborating to elevate and support each other. Innovation: Continuously seeking better solutions and improvements. Deliver Results: Committing to quality and meeting promises. Commercial Awareness: Making financially sound decisions and optimizing value. Role Overview The Finance Manager will oversee all financial operations to ensure the financial health and stability of our GenAI-enabled tech ventures. This role combines strategic leadership with hands-on expertise, supporting senior management in decision-making and driving financial success through innovation and process excellence. Key Responsibilities Lead workshops with stakeholders to identify finance process risks, gaps, and inefficiencies across people, processes, technology, data, and controls. Document current processes, pain points, and stakeholder feedback using process flow diagrams. Drive process improvements and implement robust financial controls leveraging emerging technologies such as Generative AI. Act as liaison between finance and other departments ensuring seamless integration. Lead AI technology integration into finance operations to drive innovation and competitive advantage. Own month-end closing, variance analysis, and finalization of business segmental P&L. Oversee daily accounting activities, ensuring accurate and timely financial reporting. Prepare financial reports analyzing KPIs, revenue, costs, and expenses with historical trends. Support senior business partners in financial planning, budgeting, and forecasting. Prepare business review packs and present reports to senior management and stakeholders. Conduct regular financial analysis to identify trends, variances, and improvement areas. Support internal and statutory audits ensuring timely and accurate completion. Maintain communication with clients, vendors, and external partners. Manage payments and receipts processing timely and accurately. Ensure compliance with local GAAP, VAT, and regulatory requirements. Opportunity Join Blenheim Chalcot as a Finance Manager to shape financial strategies for cutting-edge GenAI-enabled ventures. Work closely with senior leaders across India and the UK, owning end-to-end financial operations and driving high-impact decisions in a dynamic, fast-growing environment. About You CA/ACCA/CIMA qualified with experience in large, complex businesses. Minimum 4+ years of finance experience. Strong knowledge of finance processes, systems, and process implementation. Excellent interpersonal and communication skills, including professional English. In-depth understanding of financial accounting principles, regulations, and best practices. Proficient in accounting software (e.g., Xero) and advanced MS Excel skills. Self-starter able to manage multiple priorities independently. Prior management and supervisory experience in a team environment. Strong business partnering skills, able to work cross-functionally. Flexible and adaptable to a high-growth, rapidly changing environment. Commitment to continuous learning and professional development. Recruitment Process We have a rigorous recruitment process to attract top talent. Please note the role is office-based, requiring colleagues to work onsite five days a week, with flexibility to support personal commitments. This promotes continuous collaboration and community growth across our portfolio. Qualification : CA/ACCA/CIMA qualified with experience in large, complex businesses.

Finance Manager Finance Manager Manager Finance Full-Time
DA

Bfsi Enterprise Director

Databricks

15+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

BFSI Enterprise Director Location: Mumbai, India As part of our rapidly expanding Enterprise business, we are looking for a BFSI Leader to scale the business in the India region. You will lead a team of professionals and be responsible for multiplying consumption, new customer acquisition, and developing the ecosystem. You will inherit a team of seasoned campaigners, passionate about building a data ecosystem in the India region, technically knowledgeable, and have a desire to help customers and partners succeed. You will report to the Head of Enterprise business, India Region. The Impact You Will Have: Scale a team of motivated Enterprise Account Executives to increase growth in the BFSI domain. Inspire a culture of teamwork, leading with value, and achieving desired customer outcomes. Develop trust-based relationships with customers and partners to ensure long-term success. Encourage learning and ongoing understanding of technical product details and our future product roadmap. Lead our BFSI Enterprise growth plans, ensure forecast accuracy, and drive a predictable, high-growth business. What We Look For: Desire to build a collaborative, inspired team culture. Alignment with our core values: customer obsession, teamwork, ownership, and data-driven decision making. 15+ years of experience building a high-growth sales team serving BFSI customers. Experience in the Big Data, Cloud, or SaaS Sales industry. A history of exceeding sales quotas in similar high-growth Enterprise software companies. Understanding of value selling and structured methodologies (e.g., MEDDPICC, Challenger, Command of Message). Knowledge of developing the partner ecosystem to help grow strategic enterprise territories. Success in implementing strategies for usage and booking-based sales revenue models. Enterprise BFSI experience coupled with Cloud Data & AI experience is highly desirable. About Databricks: Databricks is the data and AI company. More than 10,000 organizations worldwide including Comcast, Cond Nast, Grammarly, and over 50% of the Fortune 500 rely on the Databricks Data Intelligence Platform to unify and democratize data, analytics, and AI. Databricks is headquartered in San Francisco, with offices around the globe, and was founded by the original creators of Lakehouse, Apache Spark , Delta Lake, and MLflow. Benefits: At Databricks, we strive to provide comprehensive benefits and perks that meet the needs of all of our employees.

Bfsi Enterprise Director Enterprise director Full-Time
WR

Assistant Manager Business Development

White Rivers Media

2-3 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Assistant Manager Business Development Location: Mumbai Experience Required: 2 3 Years Employment Type: Full-Time About the Role: We are looking for a proactive and ambitious Assistant Manager Business Development with experience in the digital marketing industry. The ideal candidate will be responsible for driving new business opportunities, supporting pitch development, and contributing to strategic growth through effective planning and stakeholder engagement. Requirements: 2 3 years of experience in business development, preferably within a digital marketing agency. Strong passion for sales and client acquisition. Deep understanding of digital marketing services and solutions. Excellent written and verbal communication skills. Proficiency in creating and executing brand acquisition strategies is an added advantage. Familiarity with CRM platforms like HubSpot, LeadSquared, Salesforce, or similar. Effective in planning, negotiation, and stakeholder engagement. Key Responsibilities: Lead and support new business pitches, RFPs, and proposals, coordinating with internal teams. Work closely with media and tech teams to execute monthly ad campaigns using internal databases. Collect and analyze campaign reports and extract key learnings for future improvements. Ensure timely execution of monthly outreach activities and follow-up communications. Liaise with corporate communications teams to explore PR and award opportunities for client brands. Collaborate with account managers and business heads to ensure account health and uncover growth opportunities. Identify and attend networking events and industry forums relevant to business development. Provide training and mentoring to junior team members or business development executives.

Assistant Manager Assistant manager Manager assistant Business
IF

Product Manager-mutual Fund

Idfc First Bank

2-5 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Job Requirements Role/Job Title: Product Manager-Mutual Fund. Function/Department: Wealth, Retail Liabilities. Job Purpose: This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building financial planning models. Roles & responsibilities: Onboarding of new products (MF, PMS,AIF) by way of evaluation, due diligence, suitability, commercials, sales & operational processes Relationship management with business partners, AMCs, Third Party product providers Ensure legal & compliance requirements with respect to investment products are met. Attend fund manager calls and provide input where ever necessary. Ideate on opportunities to enhance the product basket. Maintain top standards of internal and external communication. Automate Excel sheets and build models on financial planning. Collate and update Weekly/Monthly reports and presentations. Secondary Responsibilities: MIS & platform enhancements Satisfactory regulatory audits Run campaigns and assist in Investor education programs. Managerial & leadership responsibilities: Self-starter Motivated and hard-working In-depth knowledge of investment products across asset classes Skills Required: Strong knowledge on mutual funds and portfolios (PMS/AIF is a bonus) Excellent verbal and written communication Education Qualification: Post-graduation: Any Experience: 2 5 years Industry Banking/ Wealth Management / AMC Functional Area Products

Manager Product manager Mutual Fund manager Mutual fund
HU

Construction Safety Manager

Hindustan Unilever

7-10 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Job Title: Construction Safety Manager Location: Mumbai Department: Central Safety, Health, and Environment Work Level: 2B Job Summary We are seeking an experienced Construction Safety Manager to join our team. The ideal candidate will be a subject matter expert in construction safety, with deep knowledge of safety statutes across various geographies. The role will involve developing, maintaining, and disseminating construction safety standards, conducting training, and managing safety compliance. As a key leader, you will be responsible for ensuring that the construction safety practices meet regulatory standards and for managing root cause analysis in case of safety incidents related to construction. Key Responsibilities Develop & Implement Safety Standards: Create, maintain, and disseminate comprehensive construction safety standards for the organization. Training & Education: Conduct training sessions for employees on construction safety standards and best practices to ensure proper understanding and adherence. Safety Inquiries & Issue Resolution: Act as the primary reference for construction safety-related inquiries and provide expert guidance in resolving any safety concerns. Root Cause Analysis: Lead root cause analysis for any safety incidents related to construction, and develop corrective action plans to prevent recurrence. Compliance: Ensure that construction safety operations comply with local and international construction safety statutes and regulations across various business units. Safety Audits & Inspections: Perform regular safety audits and inspections at construction sites to identify potential hazards and ensure compliance with established safety standards. Collaboration with Project Managers: Work closely with project managers and other stakeholders to integrate safety measures into ongoing construction projects. Safety Performance Tracking: Work with the SHE reporting team to track performance against safety targets, ensuring progress aligns with the company's expectations. Learning & Development: Support the development and maintenance of construction safety learning content and curricula in collaboration with the Supply Chain Academy (SCA) team. Qualifications Education: Bachelor s degree in Occupational Health and Safety, Construction Management, Engineering, or a related field. Construction Safety Expertise: In-depth knowledge of construction safety statutes and regulations across major geographies. Experience: 7-10 years of relevant experience in construction safety management, particularly in medium to large-scale construction projects like factories and warehouses with refrigeration requirements. Certifications: Preferred certifications include OSHA or NEBOSH in construction safety. Skills: Strong analytical and problem-solving skills, especially in root cause analysis. Ability to work collaboratively with diverse teams, including SHE Managers/Directors, Engineering, and Project Managers. Proficiency in MS Office tools and other relevant software. Excellent communication and training skills to effectively lead safety programs. Travel Travel as required by the job, based on project needs. Contacts SHE Managers/Directors (Global & BUs) Engineering (BG, BU, site level) Reporting and Finance Essential Skills Construction/Civil Engineering Design Knowledge: A strong working/design knowledge of construction and civil engineering. Safety Standards Development: Proven experience in developing and implementing safety standards for large-scale construction projects. Root Cause Analysis: Expertise in conducting root cause analysis for incidents and implementing corrective actions. This role is critical in maintaining the highest standards of construction safety, ensuring that safety compliance and training are up to date, and that safety risks are continuously assessed and mitigated. Qualification : Bachelors degree in Occupational Health and Safety, Construction Management, Engineering, or a related field.

Construction Safety Construction safety Manager Construction manager
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Business Manager Joints

Johnson & Johnson Services, Inc

4+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Description Business Manager Next Tier Business, Joints Caring for the world, one person at a time has encouraged and united the people of Johnson & Johnson for over 125 years. We embrace research and science -- bringing creative ideas, products, and services to advance the health and well-being of people. Every day, more than 130,000 employees across the world are blending heart, science, and ingenuity to profoundly change the trajectory of health for humanity. J&J Medical India (JJMI) is the market leader in the Medical Company Devices & Diagnostics Industry in India. It is in the business of caring and providing solutions to doctors, patients, and nurses. It comprises of multiple Franchises (Strategic business units) providing healthcare solutions across Vision Care, Orthopaedics, Infection Prevention, Wound Management, Women s health, minimally invasive surgery, Circulatory disease management, and Blood glucose monitoring and insulin delivery. Position Title: Sr. Business Manager Next Tier Business, Joints & Digital Surgery Role Type: Individual Contributor Department Name / Franchise: Orthopedics Joints Sector: MD Position Location: Mumbai Reports to (Title): Associate Sales Director, Orthopedics Joints Role Overview: Responsible for establishing relationships with customers and for developing the business for the franchise, in a manner consistent with the CREDO, company policy and goals, and in line with franchise direction. This may involve developing new businesses, growing into new territories, and establishing a new dealer network. Develops and implements sales strategies and objectives. Has in-depth knowledge of the products and a good understanding of other J&J products and service offerings. Has insights of customer's needs and sharpened knowledge of market trends. Through effective leadership, encourages, leads, directs, motivates, coaches and develops employees to achieve/exceed sales target. Works with all levels of customers, developing long-term positive customer relationships to increase customer satisfaction, and build loyalty and confidence in J&J Medical as a preferred supplier. Business Overview: Responsible for Managing Orthopedics Joints in Next Tier ( Tier 4/5 Cities) Product Overview Orthopedics Joints range of products Customer Segmentation: All orthopedic surgeons in Next Tier ( Tier 4/5 Cities) Illustrative Responsibilities: Business Financial Results Deliver the assigned Business plan for the Next Tier ( Tier 4/5 Cities) Business Achieve Monthly / Quarterly / Annual Business Plan Understand market potential, and set direction, strategies and plans to expand the market and realize market potential. Analyze sales reports to proactively seek opportunities and at-risk, re-prioritize resources to maximize sales opportunities. Establish a monitoring system to ensure delivery of sales plan on volume, price and value objectives for products. Identify key markets and ensuring coverage and resourcing of the same adequately. Meet the AR / DSO target and manage account receivables as per the company policy. The role would also entail relevant knowledge of channel management and how to build a strong primary and secondary channel. Territory Management In-depth understanding of current and future customers needs and translate them into sales opportunities. Guide in expansion of new geographies and markets. Ensuring adherence to KPIs of working on day to day basis by the team and driving efficiencies in terms of coverage to ensure best business outcomes. Drive market environment base on a thorough knowledge of competitor's structure, culture, personnel, distribution, capabilities, and weakness, as well as customer preferences for competitive products and services Should have exposure in conceptualization, implementation, and monitoring of channel management processes such as AR, Inventory, return on investment and overall channel health. Conduct SWOT analysis for the territory responsible. Based on results of SWOT analysis, set direction, strategies and plans for the region to achieve dept/functional goals; communicate plans and gain consensus on the plans from the team and related sales/marketing groups Drive marketing campaigns with effect and share market insights with the marketing team. Core member of the leadership team to create a strategic roadmap for the business. Coach supervisor/individual contributor to develop: An effective and efficient territory account coverage plan and customer call plans Conduct regular reviews with team as a basis for challenging and improving both short and long term strategies and action plans Demonstrates expert knowledge of sales process and specialist selling skills to make an effective sales call, to guide others and to improve the current selling process Strong grasp of internal organization (J&J) resources, priorities, and needs, relating to the business operations and achievement of plans Customer Satisfaction Develop and maintain strong relationships with various levels of customers and drive high levels of customer satisfaction. Research and identify key customer's critical success factors to identify innovative sales and service opportunities which will deliver improved customer business performance and healthcare outcomes. Advise the development/implementation of strategies and plans to increase customer satisfaction, confidence, and loyalty. Design innovative customer support services including E-initiatives and optimal use of company valuable services. Set up appropriate systems, e.g., regular meetings with customers to obtain their feedback and supervise customer perceptions and use feedback to improve performance. Ensure compliance with the "Customer Complaints Procedure"; customer issues/ complaints are attended to promptly and professionally to customer's satisfaction. Ensure appropriate problem-solving strategies are used by the sales team when dealing with product or service difficulties. Internal Business Processes...

Business Manager Business manager Joints Full-Time
HS

Vice President Non Resident Indian Process

Hsbc

Fresher | Not Disclosed | Mumbai, Maharashtra, India | Full-time

About HSBC If you're seeking a career that opens new doors and offers exciting opportunities, HSBC is the place for you. Whether you aspire to reach the top or explore new career directions, HSBC provides the opportunities, support, and rewards that can propel your career further. We are currently looking for an experienced professional to join the HSBC International Team. Position: FEMA Compliance Specialist Principal Responsibilities As a FEMA Compliance Specialist with HSBC, you will be integral in assisting Relationship Managers (RMs) and clients with FEMA (Foreign Exchange Management Act) queries and ensuring compliance with regulations and operational controls. Your role will focus on supporting clients with regulatory queries, guiding them through documentation processes, and ensuring timely resolution of queries. Key Responsibilities: FEMA Query Management: Assist Relationship Managers (RMs) in addressing FEMA queries raised by clients and ensure that issues are resolved according to established procedures and quality standards. Client and RM Training: Conduct regular sessions and workshops for the RM team and clients on the latest developments in the FEMA landscape, ensuring all parties are updated on regulations and compliance requirements. Compliance Assurance: Ensure compliance with all Internal Procedures, Operational Controls, and Regulatory Requirements pertaining to FEMA and money laundering prevention. Document Review and Guidance: Guide clients on regulatory guidelines before submitting payment requests, reviewing drafts and annexures for accuracy and completeness prior to submission to the bank. Regulatory Document Assistance: Assist clients in filling out regulatory forms and ensure documents meet all necessary criteria before submission. Training and Education: Organize internal and client-facing training events on FEMA, ensuring all stakeholders have the knowledge and tools to comply with regulatory expectations. Client Communication: Maintain effective communication with clients, guiding them on changes in FEMA regulations and managing client inquiries effectively. Risk and Compliance: Collaboratively identify, escalate, mitigate, and resolve risk, compliance, and cross-border matters, ensuring all activities are compliant with both internal and regulatory standards. Standardization: Create and maintain checklists, templates, and ready reckoners for client guidance on document submission for capital account and current account transactions. Requirements: FEMA Certification: A certification in FEMA is required to demonstrate expertise in FEMA regulations and compliance. Educational Qualification: Minimum Graduation or as required for the role. Additional certifications in Compliance, Banking Regulations, or related fields are a plus. Experience: Prior experience working in FEMA-related roles or compliance in the banking/finance sector is preferred. Strong Communication Skills: Ability to engage and guide clients and internal teams effectively, both in written and verbal communication. Regulatory Knowledge: Deep understanding of FEMA regulations, KYC norms, and Anti-Money Laundering (AML) practices. Attention to Detail: Strong ability to review documents and ensure they meet the regulatory and procedural standards. Our Commitment to Diversity & Inclusion HSBC is committed to fostering an inclusive work environment. We embrace diversity and provide equal opportunities to all qualified individuals, regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity, or any other protected characteristic. At HSBC, we offer a culture that promotes learning and career growth, competitive rewards, and comprehensive benefits, including: Competitive salary and performance-based bonuses Health insurance and well-being programs Opportunities for career development within HSBC s global network A diverse and supportive work environment Qualification : Minimum Graduation or as required for the role, whichever is higher

President Vice president Resident Process Full-Time
HS

Vp And Regional Wealth Coach

Hsbc

5-10 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

About HSBC If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you're aiming to rise to the top or take your career in an exciting new direction, HSBC offers the opportunities, support, and rewards that will take you further. Wealth & Personal Banking serves more than 50 million customers globally with a comprehensive range of banking and wealth management services. Our goal is to help clients manage their finances, protect, and build their financial futures. As a global business, we integrate Retail Banking, Wealth Management, Insurance, and Asset Management, with a customer-centric focus and innovative, efficient distribution channels. The Role We are looking for a dedicated professional to join our team with extensive knowledge in holistic financial planning and a proven track record in client management and coaching. This role will see you actively contributing to the strategic direction of our Global Wealth Strategy, driving high standards of sales management, and mentoring the team to deliver exceptional financial planning solutions. Principal Responsibilities Holistic Financial Planning: Demonstrate in-depth knowledge of financial planning strategies and the application of generic financial vehicles to address client needs. Coaching Excellence: Provide advanced levels of coaching to enhance the performance of individuals and teams, displaying behavioral excellence and aligning with HSBC s values. Global Economic Outlook: Stay updated on global economic trends and how they affect financial planning, guiding clients and teams with relevant insights. Presentation & Communication Skills: Utilize superior presentation skills on multiple platforms to communicate strategies and financial plans effectively. Development Plans: Create, manage, and follow through on individual development plans, helping colleagues improve their skills and achieve goals. Client-Centric Approach: Use goal-related questioning techniques to engage clients, ensuring financial solutions are tailored to meet their personal goals. Change Management: Be a resilient change agent who can influence others to embrace change, optimizing the delivery of financial services. Activity-Based Sales Management: Demonstrate an understanding of activity-based sales management, driving successful business results through well-organized and focused efforts. Wealth Strategy Alignment: Understand the regional Global Wealth Strategy and ensure your activities align with both local and group-wide initiatives. Client and Colleague Engagement: Foster authentic relationships with clients and colleagues, delivering results with integrity and speed while protecting HSBC s interests. Decision Making: Make considered decisions that balance business objectives with protecting both HSBC and our clients. Requirements To be successful in this role, you should meet the following qualifications: Post Graduate degree with 5-10 years of relevant experience in the financial services industry. Proven track record in coaching, sales management, and client relationship management, preferably with experience as a Premier RM, Premier Sales Manager, or Wealth Coach at HSBC or a leading financial institution. In-depth expertise in portfolio planning, sales processes, and client management skills. Strong coaching and influencing abilities, with the capacity to drive results and influence team behaviors. Detailed knowledge of global anti-money laundering standards and relevant regulatory governance in the financial sector. Understanding of local and Group compliance regulations, and the ability to obtain HSBC-specific compliance knowledge if new to the company. Strong ability to multi-task and prioritize in a fast-paced, dynamic work environment. Global Presence: Work in one of the largest global financial institutions with a diverse, international team. Career Development: HSBC offers career growth and opportunities for professional advancement. Innovative Environment: Join a company that values forward-thinking and continuous innovation in wealth management. Join HSBC and achieve more in your career. Qualification : Post Graduate with 5 to 10 years of relevant experience

Vp Wealth Regional wealth coach Full-Time Wealth Management

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