Project Manager – FinTech

Roles and Responsibilities

• Client acquisition & Grievance Handling.
• Explain Trading Strategies, Company Terms, and Market Risk to the Clients.
• Generate prospects on Daily Basis via Telephonic, Visual & Text conversations.
• Conduct Risk Profile Management & Trading Strategies sessions with the clients.
• Coordinate with Digital Marketing & Research Team to Service Best to the Clients.
• Explore Global Market, Keep updated on current affairs to Serve Investors & Traders.
• Achieve Monthly tasks via Client Acquisition on Generating Leads.

Desired Candidate Profile

• Minimum Graduate or Post Graduate.
• Talkative, Enthusiastic, and Innovative.
• Knowledge of Global Market. (Forex &Comex)
• Fluent English Communication, Sales & Marketing Skills required.
• Should be a self-motivated, independent, detail-oriented, responsible team player and exhibit exceptional relationship management skills.
• Experienced in International Sales, Marketing, Global Market and Financial Services will be preferred.

Perks and Benefits

• Desired Incentives.
• Overseas Trip by Company.
• Monthly Contest & Trophies.
• Quarterly and Annual Rewards and Recognition.

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.

We are looking for an experienced Technical Lead with a strong development background and leadership skills to drive technical solutions and manage a dynamic development team. The ideal candidate must have hands-on experience in WordPress, Laravel, Shopify, Node.js, and Server management, along with excellent communication and team leadership abilities.

Key Responsibilities:

Technical Leadership & Development:

• Lead the development team, providing technical direction, guidance, and mentorship.
• Architect and implement scalable, high-performance, and secure web applications.
• Provide hands-on expertise in WordPress, Laravel, Shopify, and Node.js.
• Manage and optimize server infrastructure for smooth deployment and performance.
• Ensure best coding practices, security, and performance optimization.
• Conduct code reviews, provide constructive feedback, and improve development processes.
• Troubleshoot, debug, and resolve complex technical issues.

Team Management & Leadership:

• Build and lead a high-performing development team, fostering a collaborative work culture.
• Assign tasks, monitor progress, and ensure timely delivery of projects.
• Conduct regular team meetings, training, and performance evaluations.
• Encourage innovation, skill development, and knowledge sharing within the team.
• Collaborate with cross-functional teams, including designers, project managers, and stakeholders.
• Act as a bridge between technical teams and business stakeholders, ensuring alignment on goals

Requirements:

• 5+ years of experience.
• Proven ability to lead and manage a development team.
• Expertise in WordPress, Laravel, Shopify, and Node.js.
• Strong experience in server management (Linux, cloud hosting, deployment).
• Hands-on experience with APIs, third-party integrations, and database management.
• Ability to design and implement technical solutions aligned with business objectives.
• Strong understanding of performance optimization, security, and scalability.
• Excellent problem-solving skills and attention to detail.
• Strong communication skills in English, both written and verbal.
• Proactive, self-motivated, and able to work in a fast-paced environment.

Please note that, we are looking Male candidates for this position, in an around West Bengal only. 

• Solid experience in PHP/Frameworks of PHP (Laravel,Codeignitor,etc)
• Excellent knowledge of JavaScript, jQuery
• Experience in working with REST APIs and AJAX
• Good understanding of database design and optimization
• Experience of responsive and mobile-first design platforms like Bootstrap
• Knowledge of version control systems like GIT
• In-depth understanding of Agile development process

Desired Candidate Profile and skill set:

• Minimum 2 years of relevant software development experience.
• Good Knowledge of E-commerce websites and WordPress
• Experience in ReactJs and Redux, React-Native would be a plus

Salary ranges from 20 LPA onwards; negotiable based on experience

Mandatory Skills Required:

▪ ASP.NET & .NET Core, C#, NET 2.0 Web Services, OAuth 2.0 (JWT)

▪ Sitecore 9 and 10, Sitecore MVC, Sitecore JSS, Content Hub, Digital Asset Manager, Product Catalog Manager, Sitecore Experience Manager, Experience Platform, Customer Data Management

▪ Good working knowledge of CI/CD environments (preferably Azure DevOps), Git or similar confuration management software

Required Experience: 
▪ Bachelor's degree in Computer Science or Computer Engineering from an accredited university
▪ 5+ years of relevant industry experience
▪ Must have worked with industry leading Content Management systems; certification in Sitecore is a must
▪ Strong fundamentals in Software Architecture & Software Engineering - OOP, RESTful architectures, Design Patterns, Data Structures, Algorithms
▪ Experience with RESTful API development, Open API specification ▪ Experience with Microservices Development; working on Docker, Kubernetes
▪ Experience analyzing and tuning application performance

Primary responsibilities include : 
1. Leading a small team of software engineers and, also contributing individually to design, develop and test software for cloud, web and mobile
2. Design, develop, test and document quality software to user and functional requirements within specified timeframes and in accordance with CNHI coding standards
3. Design and implement complex real-time data visualization technologies
4. Generate rapid prototypes for feasibility testing
5. Generate all documentation relevant to software operation
6. Adhere to prescribed development systems, processes procedures and ensure efficient, effective,high quality delivery
7. Contribute to the improvement of development systems, processes, procedures
8. Contribute to growing team members, building a strong cohesive team; provide guidance, mentorship
9. Communicate effectively with all stakeholders
10. Perform tasks as specified by the Delivery Lead/Team Lead

• using data modelling techniques to identify ways in which an organisation can operate more effectively.
• communicate with senior people in organisations to find out what they hope to achieve
• formulate ways for businesses to improve, based on previous research
• persuade internal and external stakeholders of the benefits of new technology or strategies
• oversee the implementation of new technology and systems

• - 5+ Years working experience as Java Development
• - Hands on using Microservices
• - Extensive experience on Spring boot / spring
• Primary Skill: Java, Microservices

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• Design and develop application with your strong knowledge in .NET
  • Apply your expertise in OOPS and best coding practices, TDD & Solid design Principles.
  • Expertise level implementations of multithreading concepts & You are familiar with Full
  stack development. If you are a developer with strong experience in .Net backend technologies
  and comfortable on frontend technologies like angular, JavaScript HTML, CSS etc.
  • Apply your versatility in choosing appropriate tools and frameworks for the Core
  development procedures
  • Work on large scale complex algorithmic solutions and fine tuning
  • Working on service oriented solutions and micro services architecture and be a part of
  monolithic to micro services re-architecture

• PHP Web Development experience - Core PHP and PHP frameworks.
• Strong knowledge of PHP web frameworks {such as Laravel, Yii, etc depending on your technology stack}
• Should have positive and adaptive behavior. Strong knowledge of the common PHP or web server exploits and their solutions
• Basic understanding of front-end technologies, such as JavaScript, HTML5, and CSS3
• Understanding client requirements & functional specifications
• Developing and maintaining dynamic websites and web applications
• Ensuring foolproof performance of the deliverable
• Must be proficient in PHP, MySQL, CSS, HTML, JavaScript, AJAX, XML
• Experience with Joomla, WordPress, Drupal, Magento would be added advantage.
• Must have the capacity to work independently and as a part of a team
• Eager to learn new web technologies