QUALIFICATIONS AND EDUCATION REQUIREMENTS
Bachelor's degree.
MUST HAVE SKILLS
- Very good communication skills.
- Experience with Query performance optimization.
- Minimum of 10 years of experience working with SQL Server.
- Minimum of 7 years of experience designing, developing, testing, and implementing ETL solutions using SSIS.

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Role
Own a portfolio of customer accounts and drive onboarding, adoption, retention, stakeholder management, and account growth. SaaS experience is preferred; BFSI exposure is useful but not mandatory.
Key Responsibilities
- Own post-sales relationship management for a portfolio of customer accounts.
- Drive onboarding, implementation coordination, and early value realization.
- Run regular account reviews covering adoption, risks, action items, and growth opportunities.
- Improve retention and reduce churn through proactive account management.
- Identify upsell and cross-sell opportunities with sales or account leadership.
- Coordinate with product, support, implementation, and operations teams on escalations and customer requests.
Ideal Candidate
- 5–8 years of experience in customer success, account management, enterprise support, implementation, or client servicing.
- Strong SaaS or B2B technology experience with demonstrated client management capability.
- Comfort managing multiple stakeholders across onboarding, adoption, renewals, and ongoing engagement.
- Commercial mindset with the ability to spot revenue expansion opportunities within existing accounts.
- Strong communication, problem solving, and cross-functional execution skills.
Must Have
- Enterprise client handling and stakeholder management
- Onboarding and product adoption ownership
- Retention / renewal orientation
- Escalation management and follow-through
- CRM discipline and account tracking
Success Metrics
- Gross retention and renewal rate
- Product adoption and account health
- Expansion / upsell contribution
- Time to value for new customers
- Escalation closure and review cadence discipline
Preferred backgrounds: SaaS, fintech, B2B technology, enterprise client management
Job Purpose
• Responsible for managing and driving a team of Virtual Relationship Managers (VRM) handling
portfolio of eligible Imperia & Preferred customers in order to achieve the targets set and that all
guidelines and regulatory requirements are followed.
• Ensuring that customers get world-class services and their needs are understood and met through
financial products that the Bank has to offer.
• Consistently meet portfolio objectives defined Viz. sales, income, group product holding etc.
• Ensure adherence to Operations process aimed at zero defect transaction processing & meeting the
Audit & Compliance guidelines.
• Responsible for managing, training and motivating staff.
• All of the above parameters consistently met by the team of VRMs.
• Income generation through a right blend of enhancement of CASA balance and through cross sell of appropriate products. So that the VRM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRMs also achieves the key performance parameters set
Job Responsibilities(JR) : 6 – 8 Areas
Business Achievement and Development for VRM & Team
• Ensure proper scoping is done and target / niche customers identified with ACTIVE collaboration from concerned Product/Sales Support Teams
• Ensure that the targets on liability accounts, through the channel (Branch and direct sales), are met under all parameters specified.
o Meet value target for Liability Balances of the customers
o Ensure quality of sourcing is maintained and depletion rates are controlled.
o Ensure that Salary credits reach or exceed the expect Salary Credit targets
• Ensure that all managed portfolios are effectively managed through VRMs and that set targets on each of the portfolios is reached.
• Also, Team Manager has to ensure seamless servicing of customers.
• VRMs are made aware of the Scorecard targets & Portfolio Benchmark.
• Ensure that the High Net worth individuals are persuaded to avail the private banking products and services (advisory, etc.)
• Ensure that there is cross sell to the customer on asset products as offered by the Bank.
• Ensure that the customers get credit cards and start using the same for all their transactions- credit card activation push.
• Income to be generated at a customer level.
• Ensure that cross sell targets on Third Party Products is met for the Unit
• Ensure Staff are trained on product knowledge and requisite certifications
• Engaging with bottom 20% performers and identifying ares of improvement and demonstrating the How.
• Review Daily Sales Report of the staff and provide guidance on ways to improve on the same
• Managing and monitoring performance of all the sales resources
o Productivity of Liability and Non Liability sales staff
• Attrition control of customers
o Includes persuading the customer to continue and if required renew FD’s
§ Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attrite
o Ensure that the marketing analytics list on possible attrite, is called and retained
• Ensure that there is no revenue leakage
Customer Service / Customer engagement
• Plan monthly/ weekly/ daily contacts for the team of VRMs basis the contact policy & track implementation
of the interaction plan.
• Effective planning & implementation of event based trigger, birthday calls, campaign calls and other defined
objectives for customer contacts.
• Ensure that VRMs offers highest quality of service to the customers and meets expected Service Quality standard by educating the customers to use the Digital Banking mediums for their banking transactions /
needs. This is measured iva call evaluations and Sup
Reviews
• To review contact attempts versus successful contacts and analyze reasons for non-contactable customers.
• Ensure VRMs make regular contact with customers for service as well as business updates.
• Adequate logging of complaints, Reviewing & Resolving all complaints received (VRM, self, branch, other units) within the stipulated TAT
o Monitor all complaints received and ensure that they are closed within TAT
o Improve customer communication on closures
o Check with customers if the process of complaint has been managed well
o Ensure no escalations happen
o Preventive complaint management
o Asking for feedback from customers, who are not complaining
o Discussing with staff the importance of getting feedback from customers on a regular basis
• Periodic review of customer base i.e. Contactibility,
Eligibility, Product penetration & profitability. Take appropriate action to activate every customer / improve
the product penetration & profitability of the customer to become a Primary Banker for the customer.
• Carry out VoC to assess strengths and to ascertain possible improvement areas of the VRMs basis customer feedback. Take appropriate action- reward the VRM for appreciations/ corrective actions as required.
• Monitoring implementation of Sales Process.
Business Generation / Sales Tracking
• Track business generation and income for each VRM in the team on a daily basis, and take due steps.
• Review leads generated by each VRM and ensure real time lead status availability.
• Ensure VRMs actively track their leads, keep customer regularly updated on the lead status & complete the lead closure within a reasonable timeline, basis product.
• Tracking and highlighting possible customer issues on account of improper lead management.
Supervisory Reviews frequency to assess effectiveness of customer interactions by the VRM.
• Check profiling done by the VRM to ascertain effectiveness.
• Basis interaction logs captured by the VRM & discussions with the VRM, provide directional inputs on customer interactions & business generation.
• Demonstrate “how”.
• 220 Sup Reviews per month
Operations
• Conduct internal checks on a regular basis & share a feedback with VRMs on time to time.
o Lead file maintained by VRMs
o Requests captured by VRMs
o CRM Interaction
• Ensure seamless handling of operations areas such as customer requests, transactions, reversals etc.
• Handling queries of VRMs on floor and provide resolution.
• Ensure timely responses to customers through call out/ e-mail as applicable.
• Handle 1st level escalations and ensure satisfactory resolution to the grievances.
• Ensure judicious utilization of financial and non- financial authority.
• Carry out periodic checks to ensure team adheres to Audit & Compliance guidelines.
Audit and Service Quality
• Ensure all laid down system and process are followed as stipulated by Audit and Senior Management
• Monthly / Periodic Verification of Auditable items.
• Review of CRM Interactions & Lead Quality
MIS - Reporting and Analysis :
• Ensure timely and accurate updates of all portfolio
performance parameters.
• Maintain track of VRM performance w.r.t leads, conversions, income, achievement of portfolio parameters etc.
Staff Management
• Ensure that all VRMs are adequately trained on the
Products of the bank and sales process
• Ensure that all VRMs are trained on the process to be followed (including amendment with new circulars)
• Be aware and make VRMs aware of various policies of the bank with regard to customer service and compliance
• Monitor productivity and give guidance on improving the same in conjunction with the Line Manager / Unit Head.
• Ensure that all VRMs are sent for class room training on a regular basis
• Ensure that nominated VRMs attend training sessions conducted by HR, without fail.
About the company
KPMG International Limited, commonly known as KPMG, is one of the largest professional services networks in the world, recognized as one of the "Big Four" accounting firms alongside Deloitte, PricewaterhouseCoopers (PwC), and Ernst & Young (EY). KPMG provides a comprehensive range of professional services primarily focused on three core areas: Audit and Assurance, Tax Services, and Advisory Services. Their Audit and Assurance services include financial statement audits, regulatory audits, and other assurance services. The Tax Services cover various aspects such as corporate tax, indirect tax, international tax, and transfer pricing. Meanwhile, their Advisory Services encompass management consulting, risk consulting, deal advisory, and other related services.
Job Description
Positions: SAC Planning & Reporting
Education Qualification: CA OR MBA in Finance
Experience:
- 8-12 years of experience as an accountant in NON- Financial services sector (Should not be financial services, ideally manufacturing, can be other services)
- 2-5 years of minimum experience in the SAC Planning & Reporting
- Financial services sector experience- DO NOT APPLY PLEASE
Location: Bangalore, Gurgaon, Mumbai
CTC: 25-40 LPA pa, commensurate with experience
Skills Required:
- Proven experience in SAC implementations (SAP ECC, SAP S/4HANA)
- Strong expertise in finance modules (R2R, FA, AR, AP, Project Accounting, Costing, Margin Analysis)
- Experience with emerging technologies (RPA, AI) and EPM tools (SAC/Anaplan, OneStream, Oracle PBCS)
- Outstanding analytical and communication skills
- SAC certification would be an advantage
- Experience in managing large-scale finance transformation projects
- Strong project management skills with a focus on delivering high-quality results
- Ability to work in a fast-paced, dynamic environment
- Excellent stakeholder management and relationship-building skills
- Proficiency in data analytics and advanced data analytics tools
- Experience with cloud-based finance solutions
- Knowledge of regulatory and compliance regulations in finance
- Ability to adapt to different industries and remain current on economic developments
- Strong understanding of financial planning, budgeting, and forecasting processes.
- Ability to analyze business requirements and translate them into technical solutions.
Responsibilities:
SAC Planning:
- Design and implement SAC Planning models for budgeting, forecasting, and financial planning.
- Develop complex calculations, data transformations, and input forms to enable effective planning processes.
- Provide support for what-if scenarios, variance analysis, and predictive planning functionalities.
SAC Analytics & Reporting:
- Design and deliver SAC stories and dashboards for advanced analytics and interactive reporting.
- Develop models and visualizations that provide actionable insights across different business functions (e.g., finance, sales, supply chain).
Others:
- Create KPIs, charts, and custom widgets to enhance decision-making capabilities.
- Expertise in delivering user-friendly and visually appealing dashboards.
Gather, analyze, and document business requirements from stakeholders, ensuring clarity and completeness.
Translate business needs into detailed technical requirements for the development team.
Collaborate with cross-functional teams, including product managers, developers, and designers, to ensure successful project execution.
Monitor and evaluate project progress, ensuring alignment with business objectives and timelines.
Conduct in-depth data analysis to identify trends, derive actionable insights, and provide strategic recommendations.
Prepare comprehensive reports, presentations, and documentation for management and stakeholders.
Identify potential risks and propose mitigation strategies to ensure project success.
Roles and Responsibilities:
- Developing new user-facing features using React.js
- Developing and implementing highly responsive user interface components using react concepts.
- Writing application interface codes using JavaScript following react.js workflows.
- Experience with RESTful APIs
- Troubleshooting interface software and debugging application codes.
- Create database schemas that represent and support business processes.
- Implement automated testing platforms and unit tests.
- Optimize application for performance and speed.
- Implementation of security and data protection.
- Provide technical support to users.
Skills:
- At least 5 years of experience as a Java Developer or similar role
- Strong expertise in Java programming language and working Knowledge on Back-end technologies such as Spring/Spring Boot.
- In-depth knowledge of JavaScript, CSS, HTML, and front-end languages.
- Knowledge of REACT tools including React.js, Webpack, Enzyme, Redux, and Flux.
- Experience with user interface design.
- Familiarity with database technology such as MySQL, MongoDB.
- Good knowledge of Unit Testing.
- Experience with at least one of the Cloud Services such as AWS, GCP, Azure are plus.
- Familiarity with SCRUM methodologies
- Strong organizational and project management skills.
- Excellent verbal communication skills.
- Analytical and logical skills
- Good problem-solving skills.
Qualification:
- 3-4 years of experience working as a ReactJS Developer or in a similar role.
What we offer:
- Flexible working hours
- Up to 12 Lakh insurance
- Work-life balance
.Net developer role will involve working in all phases of the software development cycle. Build new systems with Microsoft technologies with a primary focus on C#, .NET, .Net Core,Web API, SQL, Entity Framework, Async Programing, Git, and Design patterns. Be an effective team player in a small, experienced and energetic team working on rapid and agile development schedules.
3-5 years of experience as a developer
3+ years in Microsoft Web-related Technologies
Deep knowledge of the .NET Framework, .NET Core,
.Net, MVC, C#, ENTITY Framework, REST web-services
– Authentication, Authorization, Performance Tuning,
JSON, Unit testing – Nunit, Xunit
Experience in Data Modelling, Object Oriented Designs
Experience in integrating with other systems like Payment
gateway or third-party API or integration tools like Boomi
Hands-on experience in SQL Server stored procedure
development and fine-tuning.
Experience in using GitHub, project management, defect
tracking tools.
Provide accurate status to Management/Project Managers
and escalating where appropriate
Mentor and guide new developers and team
Self-directed with excellent problem-solving skills
Strong written and Oral communication skills and must be
a fast learner adapting to new technologies and frameworks.
Review test plans with QA & drive the code reviews
within the team
BE in CS, MCA or BSc in Math or equivalent
Benefits
Health Insurance
Accidental Insurance
Rewards & Recognition
Work-Life Balance
Free Sponsored Meal
Beyond Universe Software Technologies Pvt Ltd (BU Soft Tech) incorporated in the year 2012 is a technology services company having its offices in Chennai (2 locations)We are specializing in product engineering and digital transformation services globally. We are in a consistent growth path with year on year success. We are committed to deliver product excellence, and invest in the best software engineers, test engineers and support professionals. Being a vibrant organisation, we do things a little a differently and provide a happy, fun, progressive workplace. We are an ISO 9001:2015 & ISO 27001:2013 certified company.
About us:
At Priori Capital, we are building The financial SaaS for the Businesses operating with digital assets by empowering the teams to operate in an effective, efficient and error-free manner by bringing all things finance on one platform. We aim to solve digital asset management for institutions offering cryptographic security, user management setup and secure access to the blockchain ecosystem.
We’re looking for someone passionate about driving innovation and solving exciting problems.
What are you joining:
We are currently in a fast-paced growth environment where the only constant is evolution!
Our team includes individuals with experience in internationally known blockchain and fintech companies like Polygon (Matic), udaanCapital, Iris, Infosys, Cognizant etc.
We are a part of the Kira community and backed by a Polygon Co-founder as an investor and mentor.
What will you do:
- Design to simplify the complexity - Work with our designers to simplify the systems that are working across chains, protocols or existing financial systems.
- Build for the future of finance - Build, deploy and come back to the whiteboard with the core team to innovate, ideate and scale solutions.
- Own your ship - Be responsible to build framework components, own the development process and drive the development cycle to improve transparency and productivity across the team.
What are we looking for:
- 2+ years of experience in Frontend Engineering building scalable web applications: Experience in web3/fintech is not a mandate to apply. You learn as you go!
- You should be good at your game: Detailed oriented and have a thorough knowledge of JavaScript, HTML5 and CSS3 & hands-on experience with either of VueJS, Angular, React OR similar.
- You have a strong bias for action: You seek problems. If you see one, you find the solution. If you have one, you should be already building it. If it fails, you move to the next!
- You want to grow but together: You want to learn and master new skills by tackling new problems with the team
We are more excited if you have this:
- Knowledge of Git, GraphQL, Flux, Webpack, etc.
- Good at analytical problem solving, know-how of core computer science and algorithms.
- Interested in blockchain or finance.
- Experience in Fintech or Web3 Applications
Benefits
- Learn from the best!
- Work from wherever
- Self-managed leave policy
- Focus on Work-life Balance
- Learning Budget to hone a skill or learn new ones
- Be a part of the fast-growing environment
- Competitive Salary
This new age venture has handled over 8,00,000 invoices, assisting over 5,000 suppliers through 10,000 investors in 36 locations across India. Backed by Sequoia Capital, Prime Venture Partners and Tiger Global Management this fintech startup helps in fast and secured transactions without the hassle of collaterals.
As a Content & Communication Lead, you will be responsible for creating and spearheading communications strategy and content management.
What you will do:
- Ideating and maintaining a content and communications calendar aligning with the overall marketing and company goals
- Content writing & editing: blogs, articles, whitepapers, newsletters, reports, ad copies, etc
- Being responsible for all internal and corporate communications
- Helping with PR, branding activities, events, social media marketing, etc
- Providing content for emails, landing pages, sales and product collaterals
- Preparing product launch related content and communication
- SEO & keyword research
- Brainstorming and ideating new concepts for campaigns
- Functioning as the central team helping other functions in the organisation with all communication requirements
- Working with designers and digital marketing team to increase website traffic and organic leads
- Aligning all communications to position company as a thought leader in the industry in accordance with the company's vision
Desired Candidate Profile
What you need to have:- Post graduate degree in relevant field
- 5-6 years of relevant experience
- Experience in social media and content marketing
- Sound knowledge of Wordpress and social media platforms
- Strong SEO skills
- Prior startup and B2B experience are preferred
- Excellent team player with great communication skills
- Advise student/ parents for their learning needs through structured Counseling Sessions
- Fix appointments and conduct home demo sessions on daily basis including follow up sessions
- Understand Customer profile & problems to explain implication of ineffective learning methods
- Create the need for Smart Learning and advise student-parent to buy Toppr Subscription as solution
- Handle Objections and Price Negotiation to generate Sales Revenue












