Job description The Data, Digital and Coverage Platform Team (DDCP) unit, sits within the Corporate and Investment Banking (CIB) division, is looking to hire a CRM Product Owner to join an established program that has been set up to deliver Customer relationship management (CRM) solution for our frontline sales team. The program looks to transform our sales, marketing servicing approach, to unlock new revenue opportunities and to support our top-line growth ambition. The CRM Product Owner will support drive the definition and implementation of pan-CIB transformation initiative CRMx. Responsibilities include aligning the CRM Sustainable Finance Roadmap to the overall vision strategy set by the Chief Product Owner and to take up ownership of the CRMx Sustainable Finance product backlog. Key Responsibilities Strategy Presents and leads sessions and requirement workshops, based on Agile Delivery Methods Defines, refines, socializes, and tracks product roadmap for owned CRM capabilities together with Hive Chief Product Owner(s) Has knowledge of CRM products (Desired Dynamics 365 etc) to make adequate design decisions propose solutions to requirements based on industry technology best practices Manage vendors, do joint design, and influence product direction Drive adoption of the product Business Knowledge of CIB business processes products and/or Sustainable Finance related framework and processes [preferred]. Processes Support project team on commercialisation of project deliverables such as Sales users training, workshops, and roadshows by helping design the agenda, scheduling meetings, logistics and materials as and when required. People Talent Support CRM CoE team members with direct reporting line on their deliverables Continually strive to share key relevant knowledge and learnings with others across the team Provide design and process specific coaching to new/existing members of the team Risk Management Manage all Deliverables Risk aspects and activities related to CRM owned processes with First line (GPOS/CPOS) Ensure there is due diligence on vendor capabilities and service records when involved in evaluating vendor Confidential information related to programme/projects costs and resources must be handled in discreet and professional manner. Review mitigate process business-related impacts with Process, Operational Risk and CFCC Owners as applicable Governance Adherence to policies and control standards, ensuring compliance and operation within risk tolerance and risk appetite. Maintain awareness and understanding of the regulatory framework in which the Bank operates, and the regulatory requirements and expectations relevant to the role. Responsible for delivering effective governance within the deliverables and possessing the ability to constructively challenge relevant stakeholders and teams effectively. Ability and willingness to work through details with relevant control functions in an open and collaborative manner to achieve the desired governance outcome within the bank s risk appetite. Work with global teams in Risk, Compliance and COO Office to ensure adherence to the Bank s Risk framework, in the identification, assessment, mitigation, control and monitoring of risk. Regulatory Business Conduct Display exemplary conduct and live by the Group s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Lead the [country / business unit / function/XXX [team] to achieve the outcomes set out in the Bank s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. ] [Insert local regulator e. g. PRA/FCA prescribed responsibilities and Rationale for al
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Job description Job Title: Cluster Business Head - Emerging Markets (MSME/LAP/Secured BL) Location: Hyderabad Reporting To: Regional Sales Head Responsibilities Includes: Responsible for establishing the brand by overseeing the sales team and business development activities for secured LAP/BL affluent segment for all the branches in purview. Prepare branch wise implementation plan to achieve defined targets in alignment with the geography Ensure achievement for overall sales and cross sell targets for the cluster through building and development of internal team of BDEs and DSTs and channel partners, while ensuring maintenance of required standards for customer satisfaction, profitability metrics and product mix Devise strategies/means to continually improve product Disbursements in Mass Affluent and affordable segments for all branches in the cluster and guide the teams in operationalizing the same through DSTs and Channel partners. Evaluate market trends and gather competitive information to plan and undertake measures for expansion of the business within the geographic limit of the area as budgeted and act as the feedback loop from branch to region. Conduct regular visits to the locations to nurture the relationships established by the internal team and channel partners and collaborate with alliance partners and distributors to grow the market presence. Ensure implementation of SOPs and best practices across all branches mapped to the cluster and guide Branch Managers how to best achieve business targets and manage productivity. Monitor annual budgeted expenses and manage resources within budgetary guidelines according to the company policy. Minimize audit deviations by ensuring compliance to all policies and processes for the cluster Track and analyze reports and MIS, review and implement performance sheets and provide feedback to Branch Managers for course correction. Preferred candidate profile 8-10 years of experience in a mid-sized Banking or NBFC firm Experience of recruiting and training of sales team and channel partners Experience of managing multiple branches with deep knowledge and understanding of the local market Excellent written & verbal communication skills Ability to work under tight deadlines. Knowledge of compliance regulations as issued by NHB, RBI etc. Role: Area Sales Manager (B2B) Industry Type: NBFC (Micro Finance) Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Enterprise & B2B Sales Education UG: Any Graduate Key Skills Skills highlighted with ‘‘ are preferred keyskills Secured LoanMortgage Retail AssetsLoan Against PropertyBusiness LoanMortgage LoansLapMortgage Sales
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Job description Title: Customer Success Operations Manager Location: In Office, Bangalore Type: Full-Time About Unifize: At Unifize , we are revolutionizing the way life science and manufacturing companies manage processes and communication to innovate. Our eQMS SaaS platform accelerates product development and process innovation. In a world where changing regulatory environments, market competition, customer demands, and technological advancements are constants, Unifize provides the solution to overcome both internal and external constraints that hinder progress. Please review our extensive case studies and testimonials from customers, who talk about how Unifize is differentiated in the following four key areas: No code process builder Intuitive, chat-based collaboration Low-code automation Artificial Intelligence You should also check out our medical device landing page as well, including the overview video, to get a sense of what we do. Role Overview We are seeking a Founders Office - Customer Success Operations to establish and lead the foundation of our Customer Success (CS) operations. This role will be critical in designing scalable processes, ensuring clean and reliable data, generating meaningful insights through metrics, and executing structured business reviews like QBRs (Quarterly Business Reviews) and MBRs (Monthly Business Reviews). If you re someone who thrives on operational excellence, enjoys solving problems through structured thinking, and wants to enable CS teams to be more impactful, we d love to hear from you. Key Responsibilities Develop and Optimize Customer Success Processes: Establish core CS workflows such as onboarding, renewals, and business review cadences. Collaborate closely with cross-functional teams including GTM, Product, and Implementation to document and align the customer lifecycle. Ensure Data Accuracy and Integrity: Create, maintain, and enforce clean, reliable data across CRMs, CS tools, and internal dashboards. Enable accurate tracking of customer accounts, engagement levels, and product usage metrics. Define and Report on Key Metrics: Identify, track, and report critical performance indicators, including churn rates, CSAT scores, onboarding metrics, upsell opportunities, and product adoption. Build insightful dashboards for the CS, Product, and Leadership teams and provide data-driven recommendations. Manage Business Reviews (QBRs/MBRs): Own the roadmap and execution of customer business reviews. Analyze account data, prepare presentation material, and coordinate across stakeholders to ensure impactful engagements. Monitor and Improve Customer Health: Develop and refine customer health scoring models. Proactively identify at-risk accounts, surface trends, and collaborate with Customer Success Managers to plan and execute intervention strategies. Lead Projects Across the Customer Lifecycle: Act as the operational anchor for strategic projects that enhance customer experience across all lifecycle stages from onboarding to renewal and expansion. Who You Are You bring 2+ years of experience in Customer Success Operations, Revenue Operations, or a similar analytical, cross-functional role. You are proficient with Salesforce or equivalent CRMs and are comfortable navigating CS platforms and reporting tools. You have a background in B2B roles, ideally with exposure to both Account Management and Customer Success. You demonstrate exceptional attention to detail, with strong analytical thinking and a clear, concise communication style. You thrive in a fast-paced, startup environment and are effective working across diverse functions. Bonus: Prior experience in SaaS, compliance, life sciences, or manufacturing domains. Why Join Unifize? Take ownership of building a critical operations function from the ground up. Work with a high-growth, mission-driven team tackling the broken state of operational communication in regulated industries. Operate at the intersection of AI, quality, compliance, and innovation, where your work directly impacts real-world outcomes. Collaborate with driven, kin
Posted 1 day ago
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Job description Job Title: Branch Manager - Emerging Markets (MSME/LAP/Secured BL) Location: Hyderabad, Nagarkurnool, Peddapalli, Mancherial Reporting To: Cluster Business Head Responsibilities Includes: Business target: Responsible for achievement of Disbursement targets allotted to the branch Responsible for the meeting the Weighted Average Yield target allotted to the branch. • Responsible for Portfolio growth of the branch and retention of existing customers. Lead generation & management activities • Monitoring the activities of the BDEs and ensure regular flow of business • Empanelment of the direct sourcing agents to ensure regularly and steady flow of business from major sourcing channels • Planning & execution of marketing activities of the location with a monthly calendar and monitoring the same on a daily basis • Monitoring productivity of the BDEs and ensuring that all of them meet the productivity norms on monthly basis Principal Accountabilities Business Process flow & Management Responsible for loan file logins as per the product & policy norms of UGRO. Location visits to meet the identified customers for appraisal of the loan proposal • Ensuring proper & complete documentation of loan file put up for sanction. • Management of post sanction documentation i.e. disbursement documentation. • Ensuring customer satisfaction for all loans sanctioned & disbursed. Team recruitment & training • Responsible for recruitment of BDEs, training them and ensuring the productivity levels as per the norms of the company. Portfolio Quality Management • Responsible for management of portfolio quality. • Responsible for closure of outstanding post disbursal documentation • Handling chronic / delinquent accounts and initiating appropriate action for regularization of the loan Educational Qualification: Any Graduate / Post Graduate. Experience: minimum 01 to 03Years as a Branch Manager with any reputed NBFC, with overall minimum 05 to 08years into Secured Mortgage sales Role: Branch Sales Manager (B2B) Industry Type: NBFC (Micro Finance) Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Enterprise & B2B Sales Education UG: Any Graduate PG: Any Postgraduate Key Skills Skills highlighted with ‘‘ are preferred keyskills Loan Loan Against PropertyBusiness LoanDSASecured LoanMortgageMortgage LoansLAPBl
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Job description Job Title Sales Development Representative (for Asia & Europe) Experience Level 1-2 Years Location Chennai, India Position 2 Job Description We are seeking enthusiastic Sales Development Representatives to join our dynamic team. As a Sales Development Representative, youll play a crucial role in the early stages of our sales process. You’ll be responsible for generating leads, qualifying prospects, and setting up meetings for our Account Executives. This is a highly impactful position where you’ll get hands-on experience and training, with plenty of opportunities for growth and advancement within the sales team. Key Responsibilities: 1. Client Engagement: Initiate and maintain relationships with potential and existing clients through responding to chats, calls, emails, and face-to-face meetings. 2. Sales Generation: Work with the Business head to achieve and exceed sales targets, generating new business and retaining customers. 3. Product Knowledge: Develop a solid understanding of our products/services to effectively communicate their value to clients. 4. Sales Presentations: Conduct product demonstrations, presentations, and negotiate deals with clients to drive revenue. 5. CRM Management: Maintain accurate records of customer interactions, sales pipeline, and follow-up actions using the company CRM system. 6. Reporting: Track sales performance and prepare reports to share with management, providing insights into trends, challenges, and opportunities. 7. Team Collaboration: Collaborate with marketing, customer support, and other teams to optimize the sales process and customer experience. Required Qualifications: 1. 1+ year of sales experience, ideally in SaaS Products, B2B and Tech 2. Proven track record of meeting or exceeding sales targets. 3. Excellent communication and interpersonal skills. 4. Ability to understand and present products/services effectively. 5. Comfortable working in a fast-paced, target-driven environment. 6. Strong organizational and time management skills. 7. Basic proficiency with CRM software like HubSpot and Microsoft Office Suite. Preferred Qualifications: 1. Bachelor’s degree in Business, Marketing, or a related field 2. Experience in UK, Europe and Singapore markets 3. Knowledge of basic accounting, financial reports and XBRL. Benefits Flexible Work Hours, Health insurance Company Description Imagine working for a company that welcomes you in, inspires you to bring your best self to every opportunity, and encourages you to grow and develop your career in a fast-growing set-up. FinTags offers our employees this kind of career and environment. As a young growing company, leading innovation in our industry, FinTags offers ample opportunities to learn and grow rapidly. FinTags is a leading regulatory technology company specializing in iXBRL tagging services. With presence spanning Europe, the United Kingdom, Ireland, South Africa, Singapore, Malaysia, and India, FinTags serves prestigious clients including Big 4 accounting firms and large group companies. FinTags is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service while allowing you to build your career without sacrificing your personal priorities. Our flexible working arrangements can help you to achieve a lifestyle balance. We proudly live and work by our values, striving each day to be better and do better as people, as a company, and as members of the communities we call home. Come, join us at FinTags and embark on a journey of growth, innovation, and collaboration. Together, we'll shape the future of regulatory technology while advancing your career to new heights. How to Apply Please email your resume to hr@fintags.com Role: Business Development Executive (BDE) Industry Type: Accounting / Auditing Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: BD / Pre Sales Education UG: Any Graduate Key Skills Skills highlighted wit
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Job description Job Description: The SVP, Operations is a key executive leadership role responsible for overseeing and optimizing the day-to-day operational functions of our office in Ahmedabad, India. This includes the development, implementation, and refinement of operational strategies, processes, and systems that drive efficiency, improve productivity, and align with the company s overall strategic objectives. The SVP, Operations, will work closely with other senior leaders and departments to ensure operational excellence, foster continuous improvement, and drive long-term growth. This position will report to the President of the Company located in our USA office. This position is open for India Residents only. Essential Duties & Responsibilities: Strategic Leadership & Planning Develop and execute the company s operational strategy in alignment with organizational goals. Lead the operational planning process, ensuring cross-functional alignment with company objectives. Set long-term operational goals and OKRs and monitor progress. Identify and drive opportunities for innovation and operational efficiency across all departments. Define strategic roadmap to fully integrate the India and US offices. Evaluate reporting structure, team functions and roles. Create roadmap to expand responsibilities and roles within the India office. Operations Management Oversee day-to-day operations across all business units, ensuring high levels of productivity and quality. Manage the operational budget, optimize resource allocation, and ensure cost effective operations. Lead process improvement initiatives and drive operational excellence using best practices and lean methodologies. Ensure adherence to policies, standards, and regulatory requirements across all operational activities. Team Leadership & Development Lead, mentor, and develop a high-performing operations team, fostering a culture of collaboration, accountability, and continuous learning. Build and maintain strong relationships with senior leadership, department heads, and external partners. Establish and promote a customer-centric operational approach to enhance delivery and satisfaction. Evaluate and assess talent, promoting a diverse and inclusive work environment. Cross-functional Collaboration Work closely with other senior leaders in Sales, Marketing, Finance, HR, and IT to ensure seamless integration of operational processes across the organization. o Provide strategic input to support new business initiatives, product launches, and expansion efforts. Collaborate with the HR department to optimize workforce planning and talent management for operational success. Data-Driven Decision Making & Reporting Utilize data analytics and performance metrics to make informed, data-driven decisions. Generate regular operational reports and provide insights on performance, challenges, and opportunities to the CEO and Board of Directors. Implement tools and systems that enable real-time tracking and reporting of key operational metrics. Responsible for overseeing the overall financial performance of the entire office, including revenue generation, cost management, budgeting, and driving profitability to meet or exceed financial targets; must have prior experience in P&L management Risk Management & Compliance Ensure that operational activities comply with industry standards, legal requirements, and internal policies. Identify operational risks, develop mitigation strategies, and implement corrective actions as necessary. Change Management & Process Optimization Lead the organization through operational changes, ensuring smooth transitions and buy-in from all stakeholders. Champion continuous improvement and process optimization initiatives to improve efficiency, reduce costs, and enhance service delivery. Qualifications: Education: Bachelor s degree in business administration, Operations Management, or related field. Master s degree (MBA or similar) preferred. Experience: o Minimum 15 years of experience in operations management, with at least 5 years in a senior leadership role.
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Job description Strategy Build the Investment Services (IS) business so as to achieve leadership position in the region. Drive the Investments business through the segment/channel teams. Constantly update the segment/channels on the markets and our house views. Coach the RMs on the various investment products and processes. Periodic review of product performance availed of by the customers through us. Provide inputs to customers/RM s on products / transactions Build and deepen relationships with internal stakeholders. Ensure customers and the various Segments view IS as a value proposition. Manage product providers at a local level. Business Bottom Line Focus Maximize business performance opportunity. Maximize AUM. Distribution Management Optimally use the sales model and maximize sales and AUMs from the allocated territories. Product Proposition Suggest innovative products and product bundles to the product team based on market/customer Key Responsibilities Processes Sales and Operational Processes Ensure the stringent adherence to sales and operational processes People & Talent People Management Ensure acceptance among all stakeholders. Integrate into the Premium Segment set up in the allocated branches. Risk Management Governance Ethical Responsibilities Act with integrity and honesty in all dealings with customers and be a good steward of their interests. Act with integrity and honesty in fulfilling the responsibilities of the employment and seek to avoid any acts, omissions or business practices that damage the reputation of the organization. Attain and actively maintain a level of professional competence appropriate to the responsibilities of a WS and commit to the continued learning and development of others. Regulatory & Business Conduct Display exemplary conduct and live by the Group s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead to achieve the outcomes set out in the Bank s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Serve as a Director of the Board Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Key stakeholders Branch Managers Relationship Managers Clients Cluster Heads - WRB Skills and Experience Product Knowledge Comm Skills Relationship Management Qualifications Education Post Graduate from a Recognised Instt Certifications AMFI,PMS Languages English, Hindi Competencies Action Oriented Collaborates Customer Focus Gives Clarity & Guidance Manages Ambiguity Develops Talent Drives Vision & Purpose Nimble Learning Decision Quality Courage Instills Trust Strategic Mindset Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and publ
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Job description - Oracle Financials hands-on & solutioning experience - Ability to communicate effectively - Ability to lead large/ multiple projects - Focus on sales & practice mgmt activities along with regular delivery - Open to travel- India & abroad Role: Head - QA Industry Type: Financial Services Department: Engineering - Software & QA Employment Type: Full Time, Permanent Role Category: Quality Assurance and Testing Education UG: Any Graduate PG: Any Postgraduate Key Skills SalesNetworkingFocusManager TechnologyOracle financialsprofessional servicesManagementinternational clients
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Job description Job Title: Vice President Sales Department: Sales & Marketing Location: Ghaziabad Reporting to: Managing Director / CEO Experience Required: 15+ years in Sales Leadership (preferably in Racking Systems, MHE, and Office Equipment) Job Summary: We are seeking a dynamic and results-driven Vice President of Sales to lead and expand our sales operations. The ideal candidate will have deep experience in Racking Systems, Material Handling Equipment (such as HPTs, Stackers, Forklifts), and Office Furniture & Equipment. This individual will be responsible for driving strategic sales initiatives, building strong client relationships, and leading a high-performing sales team to achieve business growth. Key Responsibilities: Develop and implement effective sales strategies to meet and exceed revenue targets. Lead and mentor the sales team across regions and verticals. Identify new business opportunities and drive market expansion. Build and maintain strong relationships with key clients, distributors, and partners. Collaborate with product, marketing, and operations teams to align sales strategies. Track, analyze, and report on sales performance metrics and market trends. Ensure customer satisfaction and long-term business relationships. Represent the company at industry events, trade shows, and client meetings. Requirements: Bachelor's degree in Business Administration, Engineering, or related field (MBA preferred). Proven experience in B2B Sales of Racking Systems, Material Handling Equipment (HPTs, Stackers, Forklifts), and Office Furniture & Equipment. Minimum 15 years of progressive experience in sales leadership roles. Strong network within relevant industries and customer base. Excellent negotiation, communication, and interpersonal skills. Strategic thinker with a strong customer orientation Role: Sales Operations / Enablement Industry Type: Iron & Steel Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Sales Support & Operations Education UG: B.Tech/B.E. PG: MBA/PGDM Key Skills Skills highlighted with ‘‘ are preferred keyskills Racking systemStackerforklifterMaterial Handling Equipmentshpt VP SALESEquipment Handlingsales headOffice Furniture
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Job description Drive market intelligence, partnership development, and startup engagement. Generate and convert leads; work on assigned leads and referrals. Develop and execute sales strategies and achieve monthly targets. Identify new business opportunities and strategic partners (hunter role). Manage end-to-end sales operations, ensuring 100% order fulfilment and SLA adherence. Analyse performance data, deliver strategic pitches, and grow key accounts. Build and retain strong client relationships to maximize revenue. Collaborate cross-functionally on marketing and operational initiatives. Take on team management responsibilities based on performance. Preferred Expertise: Payments & Settlement Act (RBI), Nodal & Escrow accounts. MCC, PCI-DSS Compliance, SSL protocols. Strong interpersonal and strategic thinking skills. 5+ years of relevant experience in digital payment space. Should have held senior leadership positions in tier-1 payment companies/ banks like Razor pay,Cashfree, PayU, Billdesk, HDFC, ICICI, Paytm, etc. Excellent verbal + written skills to communicate with various stakeholders effectively The person should have exposure to extracurricular activities and should be an all-rounder. Role: Treasury Operations Manager Industry Type: IT Services & Consulting Department: Finance & Accounting Employment Type: Full Time, Permanent Role Category: Treasury Education UG: Any Graduate PG: Any Postgraduate Key Skills PCI DSSSales strategyTeam managementSales operationsMarket intelligenceMCCAssistant Vice PresidentOperationsSSLFinancial services
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