Success Partner

Assistant Manager - Assurance - Bangalore

Expectations and requirements: • Should have strong proficiency in English – both written and oral. • Should possess excellent knowledge of Assurance. • Should possess excellent knowledge of accounting standards, including and specifically Ind AS. • Should have strong proficiency of using excel and spreadsheets. • Should have excellent report writing skills including compiling presentations, memos and relevant documents. • Have expert knowledge and understanding of concepts around accounting and Assurance, including strong familiarity with financial statements. • Have experience of working on site and performing Assurance, including client and team management experience. • Have experience of reviewing financial statements, compiling Assurance reports, etc • Have knowledge and experience of ensuring excellent quality Assurance documentation, Assurance work papers, etc. • The role is for Bangalore location and is fully on site, and the expectation will be to primarily and substantially work at client locations /client offices basis nature of engagements and respective engagement and client requirements. Roles & Responsibilities: • Performing testing procedures including substantive and controls testing, vouching, verification, etc. • Provide necessary support to the team manager on Assurance engagement formalities • Handle areas and work allocated including testing and relevant Assurance procedures • Prepare Assurance work papers and ensure compliance with firms policies and procedures and also regulatory requirements. • Manage and supervise junior team members including article staff. • Act as a SPOC for the team with the client in terms of data flow, communication, coordination and discussions. • Coordinate with internal and external teams including client personnel for information/ data • Support the team on standardization of processes, documentation, analysis of technical issues, and research solutions. • Support the team manager in project management, preparing status updated, compiling requirements lists, etc • Participate in meeting with various teams and contribute for the areas and responsibilities handled. • Understanding business & industry issues / trends. • Ensuring timely delivery of working papers as per the defined timelines. • Ensuring compliance with engagement plans, internal quality & risk management procedures. • Should demonstrate knowledge of applicable laws and regulations and keep up to date with new pronouncements relating to Ind AS. • Ownership and accountability of delivering all aspects of the Assurance engagement, from start to finish. • Be responsible to front end and manage the internal and external quality review process for respective engagements and deliverables. • Collaborate with teams including with experts and specialists involved in supporting delivery of Assurance engagements. • Responsible for the operational matters including, billing, collections, efficiency and optimal utilisation of efforts and resources, monitoring engagement budgets, etc. • Proactively taking up full responsibility of documentation and guiding/monitoring junior resources of the team.

Date: 22-07-2026

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Investment Counsellor - Surat

Role Overview The Investment Counsellor is responsible for providing investment advice and financial solutions to clients based on their financial goals, risk appetite, and investment horizon. The role involves building long-term client relationships, managing investment portfolios, and driving business growth through advisory services while ensuring regulatory compliance. Key Responsibilities Client Advisory & Financial Planning Understand clients' financial goals, income, liabilities, and risk profile. Recommend suitable investment products and wealth management solutions. Prepare customized investment and financial plans. Conduct regular portfolio reviews and provide rebalancing recommendations. Business Development Acquire new clients through referrals, networking, and business development activities. Manage and grow an existing portfolio of clients. Achieve assigned revenue, AUM (Assets Under Management), and sales targets. Cross-sell investment and financial products to existing clients. Investment Products Advisory Advise clients on: Mutual Funds Fixed Deposits Bonds and Debentures Equity and PMS (where applicable) SIPs and STPs Insurance solutions Retirement and tax-saving investments Keep clients informed about market trends and investment opportunities. Relationship Management Build and maintain long-term relationships with high-value and retail clients. Conduct regular client meetings and investment review sessions. Address client queries and provide prompt service support. Compliance & Documentation Ensure all investment recommendations comply with regulatory guidelines. Complete KYC, risk profiling, and client documentation. Maintain confidentiality and ethical standards in all client interactions. Reporting & MIS Track portfolio performance and prepare investment review reports. Maintain CRM records and client communication history. Prepare business performance reports and pipeline updates. Key Performance Indicators (KPIs) Assets Under Management (AUM) growth Revenue generation New client acquisition Client retention Investment product sales Portfolio performance reviews completed Customer satisfaction Required Skills Strong knowledge of investment products and financial markets Financial planning and portfolio management skills Excellent communication and presentation skills Relationship management and client servicing Analytical and problem-solving abilities Sales and business development skills Proficiency in MS Excel and CRM tools Qualifications Bachelor's degree in Finance, Commerce, Economics, Business Administration, or a related field MBA (Finance) is preferred Relevant certifications such as NISM, AMFI, CFP, or IRDAI (as applicable) are an advantage

SPHVAD4223

Relationship Manager - Vadodara

Date: 30-06-2026

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SPHRAJ4222

Relationship Manager - Rajkot

Date: 30-06-2026

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TSM/CSM - Kalyan (Affordable Channel)

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SPHMUM4187

Relationship Manager - B&PW- Mumbai

Date: 23-06-2026

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SPHHYD4186

SPHSAR4175

Relationship Manager - Sarjapur

Role Overview The Relationship Manager is responsible for acquiring new customers, managing existing client relationships, and driving revenue growth through the sale of financial products and services. The role focuses on customer satisfaction, portfolio management, and achieving business targets. Key Responsibilities Customer Acquisition & Business Development Identify and acquire new customers through various channels. Generate leads and convert prospects into customers. Achieve monthly, quarterly, and annual sales targets. Promote company products and services to potential clients. Relationship Management Build and maintain long-term relationships with customers. Understand customer needs and provide appropriate financial solutions. Regularly engage with clients to increase product penetration and retention. Handle customer queries and resolve issues promptly. Portfolio Management Manage and grow the assigned customer portfolio. Cross-sell and up-sell products such as loans, insurance, investments, and deposits. Monitor customer accounts and identify opportunities for business growth. Service & Compliance Ensure high levels of customer satisfaction and service quality. Adhere to company policies, regulatory requirements, and compliance guidelines. Maintain accurate customer records and documentation. Reporting & MIS Track sales performance and customer interactions. Prepare reports on business achievements and pipeline status. Update CRM systems and maintain data accuracy. Key Performance Indicators (KPIs) Revenue and sales target achievement Customer acquisition and retention Cross-sell and up-sell performance Customer satisfaction scores Portfolio growth and profitability Required Skills Excellent communication and interpersonal skills Strong sales and negotiation abilities Relationship-building and networking skills Customer-centric approach Problem-solving and analytical thinking Time management and organizational skills

PCG Advisor – HNI Desk (Malad)

Date: 18-06-2026

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SPHDUR4167

Regional Sales Manager - Informal - Durgapur

• Role - Regional Sales Manager - Informal - Kolkata • No. of Openings – 1 • Loc – One ABC Kolkata • JB – 9 • CTC – up to 25LPA max • Educational Qualification – Graduation Compulsory. • Industry – HL, LAP, Mortgages background – experience in a mix of Informal and Affordable segments. HL: LAP Ratio – 70:30 • Profile – ROI (13 -15%) and product range – 10L to up to 60L • Team – Will manage a total of 6-7 SMs • Locations – Howrah, Kharagpur, Durgapur – 50km Radius. • Open Market experience is needed – Sourcing from RPs, Connectors, DSAs and Channel Partners. • Companies Targeted – Aadhar Housing, Jana Small Finance Bank, Ujjivan Small Finance Bank, Aavas Financiers. • Productivity – 6-7Cr/ Month – 1Cr per SM • NP – 60-90 Days • Age – 37+ years for Gentlemen candidates and max up to 40 years with deviation. • Role - Regional Sales Manager - Informal - Kolkata • No. of Openings – 1 • Loc – One ABC Kolkata • JB – 9 • CTC – up to 25LPA max • Educational Qualification – Graduation Compulsory. • Industry – HL, LAP, Mortgages background – experience in a mix of Informal and Affordable segments. HL: LAP Ratio – 70:30 • Profile – ROI (13 -15%) and product range – 10L to up to 60L • Team – Will manage a total of 6-7 SMs • Locations – Howrah, Kharagpur, Durgapur – 50km Radius. • Open Market experience is needed – Sourcing from RPs, Connectors, DSAs and Channel Partners. • Companies Targeted – Aadhar Housing, Jana Small Finance Bank, Ujjivan Small Finance Bank, Aavas Financiers. • Productivity – 6-7Cr/ Month – 1Cr per SM • NP – 60-90 Days • Age – 37+ years for Gentlemen candidates and max up to 40 years with deviation.

SPHVAR4159

Territory Sales Manager –BWT (VARANASI)

Date: 16-06-2026

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SPHKAN4158

Territory Sales Manager –Tiles (KANPUR)

Date: 16-06-2026

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SPHGUJ4157

Territory Sales Manager –BWT (BARIELLY)

Date: 16-06-2026

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SPHBAN4156

Relationship Manager (Remote Sales)

• Drive customer acquisition and revenue growth through remote sales channels. • Build and manage relationships with trader, distributor, and business customers. • Understand customer requirements and recommend suitable solutions. • Manage the complete sales lifecycle from lead qualification to closure. • Achieve monthly and quarterly sales targets. • Develop strong customer engagement strategies to improve retention and repeat business. • Conduct product demonstrations and sales presentations virtually. • Collaborate with internal teams to ensure seamless customer onboarding and support. • Maintain accurate sales pipeline and customer records in CRM systems. • Identify opportunities for upselling and cross-selling products and services. • Similar high-performance sales organizations Required Skills • Relationship Management • Consultative Selling • Customer Acquisition • Account Management • Revenue Ownership • Stakeholder Management • Negotiation & Closing Skills • Strong Communication & Presentation Skills • Ability to thrive in a target-driven environment

Date: 15-06-2026

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AI Adoption Trainer – Microsoft Copilot, M365 & Other AI Tools

We are looking for an experienced AI Adoption Trainer with strong expertise in the Microsoft ecosystem (M365 + Copilot) to drive enterprise-wide adoption of AI tools. This role focuses on enabling business users to integrate Microsoft Copilot and related AI tools into their daily workflows through hands-on training, use-case-based enablement, and behaviour change initiatives. The trainer will execute predefined business use cases from the AI Transformation team and ensure sustained adoption, productivity improvement, and measurable impact across functions. Key Responsibilities 1. Microsoft AI Training Delivery • Deliver hands-on training sessions on: o Microsoft Copilot (Word, Excel, Outlook, Teams, PowerPoint) o Microsoft 365 tools (SharePoint, OneDrive, Teams) • Conduct role-based workshops aligned to business functions • Run live demonstrations, labs, and scenario-based training 2. Use Case Enablement • Translate predefined AI use cases into: o Practical workflows using M365 tools o Step-by-step execution guides for business users • Enable adoption across functions such as: o Operations, Finance, Marketing, HR 3. Behaviour Change & Adoption • Drive AI-first ways of working using Microsoft tools • Identify adoption barriers and implement solutions • Build and enable Copilot Champions / Super Users network • Conduct refresher sessions and reinforcement programs 4. Content & Learning Material Development • Develop Microsoft-focused assets: o Copilot usage guides and playbooks o M365 AI productivity scenarios o Videos, quick reference cards, SOPs • Build role-based learning pathways for AI adoption 5. Adoption Measurement & Reporting • Track KPIs such as: o Copilot usage and feature adoption o M365 productivity improvements o Training effectiveness and coverage • Provide insights to: o AI Transformation team o Business and leadership stakeholders 6. Stakeholder Collaboration • Work closely with: o AI Transformation / CoE teams o IT / M365 administrators o Business leaders and functional heads • Support enterprise-wide AI rollout initiatives MUST-HAVE Skills (Critical – Mandatory) Microsoft Ecosystem Expertise • Strong hands-on experience with: o Microsoft 365 suite (Word, Excel, PowerPoint, Outlook, Teams) o SharePoint Online, OneDrive, Teams collaboration • Proven exposure to: o Microsoft Copilot (or similar GenAI tools within enterprise) • Understanding of: o M365 workflows, collaboration patterns, and productivity use cases Training & Facilitation • Experience in: o Delivering end-user training (in-person + virtual) o Designing interactive workshops and learning programs • Strong presentation and facilitation skills AI & Digital Adoption • Understanding of: Generative AI concepts and business use cases • Ability to: Translate AI tools into practical business value Business Enablement Skills • Ability to: o Map tools like Copilot to real job tasks o Simplify technical concepts for non-technical users Communication & Stakeholder Engagement • Strong communication and storytelling skills • Ability to engage across: o Business teams, leadership, and technical teams GOOD-TO-HAVE Skills Experience with: • Power Platform (Power Automate, Power BI, Power Apps) • Digital Adoption Platforms (Whatfix, WalkMe) Knowledge of: • Change management frameworks (ADKAR, Prosci) Certifications: • Microsoft Certified (M365 / Azure AI / Copilot) • L&D or facilitation certifications Success Metrics (KPIs) • Increase in Microsoft Copilot adoption (% users, frequency) • Growth in M365 productivity usage patterns • Training effectiveness (feedback, completion rates) • Use-case adoption across business functions • AI Champion network development and impact Key Competencies • Strong user-centric thinking • Ability to drive behaviour change (not just training) • Practical, outcome-focused mindset • High energy and engagement skills • Continuous learner (AI + Microsoft ecosystem) Experience & Qualifications • 5–10 years of experience in Training / Digital Adoption / L&D / Technology Enablement • Hands-on experience with Microsoft ecosystem implementations or training • Exposure to Enterprise-wide tool adoption programs • Bachelor’s degree in computer science, IT, or related field (or equivalent experience).

Date: 11-06-2026

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SPHMUM4148

Quality Analyst (Automation Testing) Female

If you have 3–5 years of experience in Selenium, Java, API testing, and automation framework development—and have worked on Wealth_Management, Broking, Trading, or Capital Markets applications—we'd love to connect. We're looking for professionals who can help us build reliable, scalable, and high-quality technology platforms that power investment experiences for millions of investors. Key Skills: • Selenium & Java • API Testing • Automation Framework Development • TestNG / JUnit • CI/CD Integration (Jenkins, Maven) • Manual & Automation Testing Preferred Domain Experience: • Wealth Management • Capital Markets • Broking Platforms • Investment Products • Financial Services Technology

Date: 10-06-2026

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SPHMMR4147

Tele Verification - FWA Operations

1) Job Purpose: Write the purpose for which the job exists (in 2-3 lines) (Max 1325 Characters) The Tele/Video investigation Officer is responsible for conducting remote investigations of health insurance claims to ensure accuracy, detect potential fraud, and validate supporting documentation. The role requires strong analytical skills, excellent communication, and adherence to regulatory and ethical standards. 3) Preferred Attributes:  Experience in telephonic customer interaction roles.  Knowledge of IRDAI guidelines.  Knowledge of health insurance and investigation. 4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated Key Result Areas (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Accuracy of investigation reports By conducting telephonic conversation with the insured Closing cases within the IRDAI prescribed TAT By adhering the quality at every step Maintaining a good success rate By providing timely closure Compliance with regulatory standards By maintaining the quality report & TAT `

Date: 10-06-2026

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SPHDEL4127

Manager Ops - FWA - Delhi

1) Job Purpose: Write the purpose for which the job exists (in 2-3 lines) (Max 1325 Characters) The purpose of this role includes 1.To do investigation of the cases referred to FWA team, do the quality check of cases referred to investigation and at additional observation point for investigation allocate case to vendor in a given TAT and take follow up with vendor to cover 3- 5 parameter along with supporting investigation documents which will help in taking final decision on claim. Payable/rejection, query). FWA manager need to also monitor closely to vendor on quality of investigation, parameters covered during investigation, evidences collected during investigation. Adherence to investigation TAT, vendor involvement with nexus are giving wrong report. In branch level they also need to observe FLS, local hospitals, vendors, customers, sales manager, provider manager involved in any fraudulent activity and same need to be reported to zonal manager and vertical manager. 2) Dimensions: Mention quantitative or qualitative parameters that are relevant for the job and provide a better understanding of the scope and scale of the job. Business Workforce Number (Max 254 Characters) On Roll – 6000+ Offroll/ Part time – 4000+ Unit Workforce Number (Max 254 Characters) On Roll – 6000 Offroll/ Part time – 4000+ Function Workforce Number (Max 254 Characters) On Roll – 800 Offroll/ Part time - 279 Department Workforce Number (Max 254 Characters) On roll – 29 Off roll - 2 Other Quantitative and Important Parameters for the job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other parameter 3) Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section ((Max 3975 Characters) 1) Once the claim verification request is received from company, QC manager will study the claim, make additional triggers, refines triggers, to form customize questionnaire according to trigger, to allocate the claim for field investigation. 2) To monitor activity of field officers, to guide them and to get the claim investigated according to trigger and as per protocol, to take daily and timely updates, to maintain updates in our data. 3) To verify/ analyses evidence collected by field officers, to guide them if any rework is needed. Guide vendor to cover minimum 3 to 5 parameter (Insured, Hospital, treating Doctor, Lab & Pharmacy) as per case requirement ` Job Description Template 2017 3) Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section ((Max 3975 Characters) during field investigation. 4) Coordinate with vendor, to make closure report as per format, to close the FWA in portal of ABHI, to update FWA Manager / Central OPS team through mail about closure of claim. 5) To monitor claims from allocation to closure and to maintain quality of investigation. As per given product TAT for investigation. 6) To deliver assignment in TAT, we need to manage vendor smartly so that we need not to work on weekends and public holidays. 7) To maintain harmonious relationship with all managers in FWA, Claim, provider team, higher management staff in branch location, / clients/ Vendors/officer managers/supporting staff. 8) To maintain target of company, 95% TAT and 30% Success ratio, A grade quality evidence with minimal escalations, to maintain hygiene in document collection. 9) Confidentiality of work, Nature of work and insured’s data base should be protected with utmost care. Digital work ethics like – keeping camera on while attending meeting, prior information about late joining, distraction at background while Microsoft Teams/ Digital/Virtual meet/ training Challenges – To execute all strategies, duties, efforts which increases business of company in ethical way. a. To perform all those activities to cut down the claim cost of the company. b. To identify, investigate and to report nexus/ fraud claims/ fraud advisor etc if any c. To maintain data of all investigated cases, to identify fraud/ new fraud hospitals/ fraud pathologist/ fraud pharmacy/ fraud customers which will improves overall performance. d. To maintain secrecy of our internal or external data. e. No opinion/pro rejection/query cases discussion with Zonal Manager /Claim manager prior closure. 4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated Key Result Areas (Max 1325 Characters) Supporting Actions (Max 1325 Characters) 1.Investigation Portfolio Management - assigned Geography 2.Innovative Investigation practices & Fraud prevention measures 1.a) Portfolio Monitoring & Management. 1.b)Investigation performance w.r.t success rate & TAT 1.c)Look after quality of triggers , referrals & quality of investigation for better outcome. 1. d) Portfolio Impact in retail & group 2.a) Number of seeding activities carried out & Outcome 2.b) Number of fraud hospitals identified and DE panelled from the network `

SPHMUM4117

AREA MANAGER IFA - CHENNAI

Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through client's platform. Conduct seminars for the IFAs and their clients on different products. Key Deliverables 1. Achieve given AUM and Revenue targets 2. Maintain relationships with the existing network of IFAs 3. Recruit potential new IFAs 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure Role Requirements 1. Educational Qualifications: Post Graduate 2. Experience: 5+ Years in sales of investment products through IFA channel. 3. Team handling experience: Needed 4. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 5. IT Skills: MS Office and Business Intelligence Applications

Date: 05-06-2026

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SPHCHE4093

PCG EQUITY ADVISOR- CHENNAI

Job Title: PCG Advisor Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Educational specifications: S. No. Specification Details 1. Minimum Qualification Graduation & Above 2. Preferred Qualification Post graduateJob Title: PCG Advisor Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Educational specifications: S. No. Specification Details 1. Minimum Qualification Graduation & Above 2. Preferred Qualification Post graduateJob Title: PCG Advisor Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Educational specifications: S. No. Specification Details 1. Minimum Qualification Graduation & Above 2. Preferred Qualification Post graduate

Business Development Head

About the Role: To drive business growth by strengthening ND & IFA partnerships, ensuring smooth onboarding, compliance, and product approvals. The role builds long-term distributor relationships, delivers AUM and sales targets, and positions MF, PMS, and AIF offerings competitively. It enables data-driven decision-making through MIS and insights, while mentoring a high-performing BD team. Cross-functional collaboration ensures seamless execution and regulatory alignment. About the Role: To drive business growth by strengthening ND & IFA partnerships, ensuring smooth onboarding, compliance, and product approvals. The role builds long-term distributor relationships, delivers AUM and sales targets, and positions MF, PMS, and AIF offerings competitively. It enables data-driven decision-making through MIS and insights, while mentoring a high-performing BD team. Cross-functional collaboration ensures seamless execution and regulatory alignment. About the Role: To drive business growth by strengthening ND & IFA partnerships, ensuring smooth onboarding, compliance, and product approvals. The role builds long-term distributor relationships, delivers AUM and sales targets, and positions MF, PMS, and AIF offerings competitively. It enables data-driven decision-making through MIS and insights, while mentoring a high-performing BD team. Cross-functional collaboration ensures seamless execution and regulatory alignment. About the Role: To drive business growth by strengthening ND & IFA partnerships, ensuring smooth onboarding, compliance, and product approvals. The role builds long-term distributor relationships, delivers AUM and sales targets, and positions MF, PMS, and AIF offerings competitively. It enables data-driven decision-making through MIS and insights, while mentoring a high-performing BD team. Cross-functional collaboration ensures seamless execution and regulatory alignment.

Date: 04-06-2026

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Sr Manager - Broking (Bangalore) 2

Key Roles &Responsibilities Business Growth & Portfolio Management • Drive new business acquisition and renewal retention for corporate insurance products • Achieve premium and profitability targets • Oversee portfolio quality, risk management, and loss ratio performance Relationship Management • Build and manage strong relationships with large corporate clients and brokers • Act as senior escalation point for key accounts and strategic partnerships • Strengthen broker engagement to increase wallet share and business pipelines Service Delivery • Ensure timely and effective service delivery to corporate clients • Oversee resolution of complex service and claims-related escalations • Drive client satisfaction and retention across the region Cross-functional Collaboration • Work closely with underwriting, claims, operations • Ensure alignment between business goals and underwriting/risk appetite

SPHRAI4070

State Head - Raipur

Key Responsibilities Business Development & Revenue Growth • Drive state-level business targets across: o Derivatives o Bonds o Portfolio Management Services (PMS) o Alternative Investment Funds (AIF) o Mutual Funds • Develop and execute state business plans aligned with organizational objectives. • Drive AUM growth, client acquisition, revenue enhancement, and product penetration. • Identify market opportunities and formulate strategies to increase market share. Distribution & Channel Management • Lead and manage branch, franchisee, relationship manager, and partner networks across the state. • Expand distribution reach through channel partners, IFAs, wealth managers, and institutional relationships. • Monitor productivity and profitability of distribution channels. • Ensure effective implementation of sales campaigns and product launches. Team Leadership • Build, mentor, and lead high-performing sales and relationship management teams. • Set performance goals, conduct reviews, and implement development plans. • Foster a culture of accountability, customer centricity, and performance excellence. • Drive recruitment, retention, and succession planning for key roles. Client Relationship Management • Develop relationships with HNI, UHNI, family offices, corporate treasuries, and institutional clients. • Conduct investor awareness programs, product presentations, and client engagement events. • Support teams in acquiring and managing key strategic accounts. • Ensure superior client experience and retention. Product Advisory & Market Development • Collaborate with product, research, and investment teams to drive product adoption. • Provide market insights and competitive intelligence to management. • Promote cross-selling opportunities across wealth and capital market products. • Drive advisory-led conversations for asset allocation and investment solutions. Governance, Compliance & Risk Management • Ensure adherence to all regulatory requirements and internal policies. • Maintain high standards of compliance, suitability, and client documentation. • Monitor business risks and implement corrective measures where necessary. • Ensure ethical sales practices across all channels. Stakeholder Management • Work closely with regional leadership, product teams, operations, compliance, and marketing. • Represent the organization at industry forums, client events, and partner meetings. • Build strong relationships with key external stakeholders and distribution partners. Key Performance Indicators (KPIs) • Revenue achievement versus target • AUM growth • Net sales across product categories • Client acquisition and activation • Cross-sell ratio • Channel productivity • Team performance and retention • Partner engagement and expansion • Compliance and audit scores Desired Candidate Profile Education • MBA / PGDM in Finance, Marketing, or related discipline. • NISM certifications and relevant capital market certifications preferred. Experience • 12–18+ years of experience in wealth management, capital markets, asset management, or financial services. • Proven experience managing state or regional business responsibilities. • Strong exposure to derivatives, bonds, PMS, AIF, and mutual fund distribution. • Demonstrated success in leading large sales and distribution teams. Skills & Competencies • Strategic business planning • Wealth management and investment product expertise • Leadership and people management • Sales and revenue management • Relationship management with HNI/UHNI clients • Distribution channel development • Negotiation and influencing skills • Analytical and decision-making ability • Regulatory and compliance awareness • Strong

Date: 02-06-2026

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SPHDEL4069

Territory Manager - Delhi

Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. Managing the existing mapped franchisee his territory and ensure the Business Development of all the existing franchisee. Business conversion of all the newly acquired franchisee. Key Deliverables 1. Responsible for Sourcing & Acquiring New Franchisee in his mapped territory. 2. Managing the existing mapped franchisee his territory and ensure the Business 3. Development of all the existing franchisee. 4. Business conversion of all the newly acquired franchisee. 5. Cross – selling of investment products. 6. Follow up with the advisor to understand the revenue progress of franchisee, joint franchisee meetings of advisor along with TM/RFM 7. For coordinating the franchisee compliance of Internal /Regulatory Audit query. 8. For compliance of statutory requirements. 9. Co-ordinating for all the old franchisee related issues, limits, Brokerage payout, account opening, charges, debits & escalations 10. Co-ordinating for New Franchisee Operational training & ensure proper & timely training are given to all the new franchisee 11. For ensuring superior customer experience including smooth administrative activities like client activation, welcome kit etc Role Requirements o Educational Qualifications: Graduate/Post Graduate/ MBA Marketing o Additional Certification: NISM o Prior Experience: 1+ years in broking business or BFSI Sales. o Domain Knowledge: Knowledge of broking, Capital Markets, Banking. o IT Skill: MS Office, Internet etc. o Must have good communication and should be aggressive and passionate about market

Business Development Executive - BDE (Trichy)

Promotion & Demand Generation • Conduct frequent site visits to multiple retailers, effectively explaining product features, benefits, and applications to generate interest and demand. • Utilize strong communication and presentation skills to educate buyers on product uses and how they can benefit their customers. • Develop and execute targeted sales strategies to achieve monthly sales targets within the assigned territory. Customer Relationship Management & Collections • Build and nurture strong relationships with assigned retailers by fostering trust and open communication. • Proactively manage client accounts, ensuring timely collections and proper documentation for all transactions. • Employ effective communication techniques to nudge clients for on-time payments while maintaining positive relationships. The FOS (Feet on Street) – Channel Sales serves as the face of our company in the field, driving sales growth and building strong customer relationships through product promotion, demand generation, customer account management, market intelligence gathering, and ensuring operational efficiency and customer satisfaction. Job Purpose At Birla Pivot, we uphold the highest standards of ethics, professionalism, and integrity in all our dealings with customers, suppliers and every other stakeholder. The company adopts policy of zero tolerance towards breach of integrity or any unethical conduct.

Date: 12-05-2026

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SPHKOL4019

Head - Production (Kolkata)

● Responsible for planning and organizing the production activities to ensure the smooth and efficient flow of production. ● Responsible for managing the resources required for a production such as manpower, machinery, materials, and finances. ● Monitor the production progress to ensure that the production is on schedule and to make any necessary adjustments to ensure the timely completion of the project. ● Ensure that the production process is meeting the quality standards set by the company. This involves conducting regular inspections and tests to ensure that the products meet the required standards. ● Responsible for ensuring that the production processes are safe for the workers and the environment. They must enforce safety policies and procedures to minimize accidents and injuries in the workplace. ● Manage the inventory levels of raw materials, semi-finished products, and finished goods to ensure that the production process is not interrupted by a shortage of materials. ● Managing the production costs to ensure that the production is cost-effective and profitable for the company. This includes managing labour costs, materials costs, and equipment costs. ● Responsible for managing the production team, including the hiring and training of new employees, and the performance appraisal of existing employees. ● Work closely with other departments such as engineering, purchasing, and sales to ensure that the production process is in line with the company's goals and objectives. ● Constantly look for ways to improve the production process, reduce costs, and increase efficiency and productivity. Head -Production Competencies: Technical ● Knowledge of wagon engineering and manufacturing processes ● Experience in managing large-scale production projects ● Understanding of quality control and safety regulations in rail industry ● Familiarity with industry-standard tools and technologies ● Knowledge of project management methodologies Behavioural ● Strong leadership skills ● Excellent communication and interpersonal skills ● Ability to work under pressure and meet deadlines ● Problem-solving skills and decision-making ability ● Team management and conflict resolution skills ● Adaptability and willingness to learn and embrace change. Desired Qualification & Experience: Qualification: ● Bachelor's degree in Mechanical Engineering, Production Engineering, or a related field Skills & Experience: ● A minimum of 20+ years of experience in production management in an engineering manufacturing environment ● Strong knowledge of lean manufacturing principles and quality management systems ● Proficiency in computer software programs such as Microsoft Office and enterprise resource planning (ERP) systems ● Knowledge of production processes and procedures, including welding, assembly, and testing

Assistant Sourcing Manager- Bitumen & TMT Steel (Mumbai)

The role will focus on ensuring smooth fulfilment by sourcing vendors across categories and maintaining vendor relationships. You'll negotiate favourable pricing, set pricing strategies, and optimize costs while proactively identifying sales opportunities to drive revenue growth. The role is essential in optimizing vendor management, pricing, and revenue generation for organizational success. Job Purpose • Bachelor’s degree in business administration, Supply Chain Management, or related field; MBA preferred. • 3+ years of experience in sourcing, procurement, or supply chain management, preferably within the construction materials • Strong negotiation skills with the ability to drive cost savings and value creation. • Proficiency in contract administration and supplier performance management. • Familiarity with sourcing processes, RFQ management, and category management principles.

Date: 11-05-2026

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SPHBAN4011

Assistant Sourcing Manager- Bitumen (Bangalore)

The role will focus on ensuring smooth fulfilment by sourcing vendors across categories and maintaining vendor relationships. You'll negotiate favourable pricing, set pricing strategies, and optimize costs while proactively identifying sales opportunities to drive revenue growth. The role is essential in optimizing vendor management, pricing, and revenue generation for organizational success. Job Purpose • 3+ years of experience in sourcing, procurement, or supply chain management, preferably within the construction materials • Strong negotiation skills with the ability to drive cost savings and value creation. • Proficiency in contract administration and supplier performance management. • Familiarity with sourcing processes, RFQ management, and category management principles.

SPHHYD4004

Territory Manager – TM (Channel Sales) (Hyderabad)

Date: 08-05-2026

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