Location :Mumbai, Ahmedabad & Bangalore.
ROLE AND RESPONSIBILITIES
The candidate is required to work on sales plans, generate corporate NPS leads & achieve corporate closure and subscriber targets for NPS.
Meet HR Head/C&B Head/relevant authority in the corporate/PSUs and design NPS implementation plan.
Responsible for conducting online/in-person presentations to senior management/employees.
Improve marketability and business profitability by researching, identifying, and capitalizing on new opportunities.
Perform any other related duties, as assigned by the Management.
Stay abreast of trends in business conditions and credit environment that could affect the investment market.
PREFERRED SKILLS
Customer relationship management & channel management.
Sales planning & analytical skills.
People management & communication skills.
High on integrity and accountability.
Good knowledge of MS Office (Excel, PowerPoint, etc).
EDUCATION AND EXPERIENCE REQUIREMENTS
Postgraduate/MBA from a reputed college/institution/ university specialization preferred in Marketing & Finance
2-4 years of experience in B2B and B2C Sales in employee benefits, NPS,corporate salary, etc
To apply, email your CV to hrexecutive1@sbipensionfunds.com
with subject line – NPS – [Location] – [Your Full Name]
Last date to Apply – 1st January, 2023
Job Purpose:
Credit analyst performs the key function of analyzing the portfolio companies from credit perspective by collating financial information, preparing models, interpreting the statistics and various research reports. Credit analyst reviews the financials of each company in the portfolio and updates the internal credit review reports on regular basis. He/She also looks for investment opportunities in the fixed income market by keeping track of the market trends and macro environment in general.
ROLE AND RESPONSIBILITIES
Responsible for scrutinizing and analyzing the company financials and undertaking the credit review of the company on periodic basis.
Creation and maintenance of earnings templates and industry data leveraging skills in accounting, finance, and economics.
Tracking the macro developments including economic indicators, monetary policy, government finances and global fixed income market developments.
Conduct the primary research about the companies in portfolio and keep track of the relevant developments through industry reports, conference calls etc. Communicate key findings and recommendations to appropriate unit/team.
Responsible for regular monitoring of debt portfolio through multiple sources, including annual and industry reports, trade journals, technical periodicals, and brokers and management reports.
Stay abreast of trends in business conditions and credit environment that could affect the investment market.
EDUCATION AND EXPERIENCE REQUIREMENTS
CA/ MBA from reputed institution
PREFERRED SKILLS
Excellent written and verbal communication skills.
Strong analytical ability
Proven ability to manage multiple projects simultaneously
Excellent planning skills and attention to detail
ROLE AND RESPONSIBILITIES
Write Initiating Coverage report for adding companies to the Equity portfolio.
Write quarterly, periodic reports covering quarterly financial results and any other material information.
Work independently covering two sectors under large and midcap.
Maintain and work on financial model for the portfolio companies of macro and industry data series as well as company specific financial models.
Communicate key findings and recommendations to appropriate unit/team.
Conduct assessment on environmental, social, and governance (ESG) risks, and opportunities.
Conduct industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends Participate in industry and company sponsored conferences and field trips.
EDUCATION AND EXPERIENCE REQUIREMENTS
A minimum of 5 years of experience in similar profile.
Chartered Accountant or MBA (finance)
CFA will be an added advantage.
PREFERRED SKILLS
Prior Experience exclusively researching BFSI/Banking Stock.
How to Apply: Submit your updated resume to hr@sbipensionfunds.com/hrexecutive1@sbipensionfunds.com.
Shortlisted candidature will be called for personal round of Interview.
ROLE AND RESPONSIBILITIES
Compliance
Responsible for reviewing all relevant statutory laws and regulations applicable to the Company and ensure compliance.
Responsible for business activities are conducted in conformity with all applicable laws, regulations, internal policies and procedures.
Responsible for all regulatory permissions remain current and appropriate for business needs.
Continual compliance risk assessment of company practices together with the development of internal policies and procedures, compliance and protocols.
Serve as liaison for all regulatory bodies as well as maintaining relationships with relevant legal bodies and associations.
Keep abreast of regulatory developments and industry initiatives and advise management accordingly.
Provide reporting with respect to regulatory requirements and developments.
Develop compliance checklists and prepare compliance reports, as and when due.
Ensuring compliance with best practices.
Monthly/ Quarterly/ Half-Yearly/ Yearly reporting to the regulator.
Legal
Maintenance and review of Legal Agreements, Handling legal matters.
Negotiation, drafting and implementation of the terms of agreements in all business contracts and agreements.
Responsible for providing legal support to mitigate the risk of litigation and maintain.
Review all documentation that has legal implications for the company prior to signing and implementing.
Provide assistance to the Company Secretary for secretarial activities as and when required.
Perform other, related duties, as assigned by the Management.
EDUCATION AND EXPERIENCE REQUIREMENTS
Qualified Company Secretary with LLB/LLM degree.
Minimum of 2-4 years in similar profile.
PREFERRED SKILLS
Proficient with Microsoft Office Products (Excel, Word).
Excellent communication, organization, interpersonal planning, and analytical skills
Deadline and detail oriented
