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Careers at Career Guideline Services India Pvt Ltd

Career Guideline is a recruitment consultancy and staffing solutions firm established in 2011, specializing in connecting job seekers with opportunities in BPO, engineering, law, and tech fields. They focus on executive and mid-management roles, offering placement services and career advice, with a reported 3.8/5 star rating on AmbitionBox based on user reviews.

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Showing 27 positions

BFSI, Investments & Trading - Any Roles

ASSET MOVEMENT

HyderabadFull Time, Permanent2-6 yrsβ‚Ή3,00,000 - β‚Ή9,00,000 / yearly

πŸ“’ HIRING ALERT – ASSET MOVEMENT We are hiring for Asset Movement – SPE / SME roles with experience in Capital Markets, Brokerage, Wealth Management, or Cash Management Operations. πŸ“Œ Job Details Location: Hyderabad Levels: Senior Process Executive (SPE) / Subject Matter Expert (SME) Work Mode: Work from Office (WFO) Shift: US Shift – 7:30 PM to 5:30 AM IST Working Days: 5 days a week Notice Period: Immediate Joiners to 30 Days Only πŸ’° Salary Range SPE: Up to β‚Ή6.5 LPA SME: Up to β‚Ή10 LPA πŸ”Ή Required Skills Asset Movement / Asset Transfers ACATS & Non-ACATS Transfers Cash Management & Payments Processing Securities Transfers, Journals & Account Transfers Wealth Management / Brokerage Operations Reconciliation & Exception Management Knowledge of Equities, Fixed Income, FX, Mutual Funds and ETFs Good communication and MS Excel skills 🎯 Experience: 2–5 years of relevant experience preferred. ⚠️ Important: Please avoid profiles from standalone Corporate Actions, AML, Settlements, and other unrelated core operations processes. Candidates must have relevant hands-on experience in Asset Movement / Asset Transfers. πŸ“© Interested candidates: Share your updated resumes at the earliest. madhumitha@careerguideline.com #Hiring #AssetMovement #AssetTransfers #CapitalMarkets #BrokerageOperations #WealthManagement #CashManagement #SPE #SME #HyderabadJobs #ImmediateJoiners #USShift #WFO

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BFSI, Investments & Trading - Any Roles

US INSURANCE OPERATIONS

Pune, GurugramFull Time, Permanent5-14 yrsβ‚Ή6,00,000 - β‚Ή21,00,000 / yearly

πŸ“’ HIRING ALERT – US INSURANCE OPERATIONS We are hiring experienced professionals for leadership roles with expertise in US Insurance Operations. πŸ“Œ Open Positions & Locations Service Delivery Manager (SDM): Pune Team Manager (TM): Pune / Gurgaon Team Leader (TL): Pune / Gurgaon πŸ”Ή 1. Service Delivery Manager (SDM) Experience: 16+ years Salary: Up to β‚Ή22 LPA Team Size: 80+ FTEs People Management: 5+ years of on-paper management experience πŸ”Ή 2. Team Manager (TM) Experience: 8–12 years in Insurance/BPO Operations Salary: Up to β‚Ή15 LPA Team Size: 20–40 FTEs People Management: Minimum 2 years of on-paper TM experience πŸ”Ή 3. Team Leader (TL) Experience: 6–8+ years in Insurance Operations Salary: Up to β‚Ή11 LPA Team Size: 12–20 FTEs People Management: Minimum 1 year of on-paper TL experience βœ… Mandatory Skills US Insurance Operations – Personal Lines (PL), Commercial Lines (CL), and/or Employee Benefits (EB) Team Handling & People Management SLA, KPI, Quality & Productivity Management Client & Stakeholder Management Escalation Handling & Process Improvement Process Transition / Migration exposure preferred ⏳ Notice Period: Immediate Joiners Only 🏒 Work Location: Pune / Gurgaon (as per role) πŸ“© Interested candidates: Share your updated resume. πŸ“± WhatsApp: +91-7666654522 πŸ“§ Email: suriyakala@careerguideline.com #Hiring #USInsurance #InsuranceOperations #ServiceDeliveryManager #TeamManager #TeamLeader #PuneJobs #GurgaonJobs #ImmediateJoiners #BPOJobs #LeadershipHiring

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BFSI, Investments & Trading - Any Roles

ACCOUNTANT – SPE / SME

HyderabadFull Time, Permanent3-6 yrsβ‚Ή4,00,000 - β‚Ή8,00,000 / yearly

🚨 HIRING ALERT | ACCOUNTANT – SPE / SME πŸ“ Location: Hyderabad πŸŒ™ Shift: US Shift πŸ’Ό Experience: 1–3 Years πŸŽ“ Qualification: Bachelor's Degree in Accounting or a related field 🏒 Department: Management Company Services – Private Equity πŸ“Œ Job Description We are seeking an Accountant to join the Management Company Services department. The role involves supporting multiple Private Equity sponsors with their financial accounting and reporting requirements. The ideal candidate should be detail-oriented, organized, and capable of managing multiple accounting projects within defined timelines. πŸ”‘ Key Responsibilities Perform cash transaction processing, accounting, and bank reconciliations. Handle fixed asset and prepaid expense accounting. Perform payroll accounting and reconcile payroll provider records. Support accounts payable activities, including invoice and journal entry reviews. Assist with monthly accounting activities, including journal entries for expense accruals, equity-related activities, and other transactions. Assist in preparing financial statements, footnote disclosures, and workpapers. Support the annual Form 1099 process. Assist with new client setup. Complete ad-hoc assignments and special projects as required. Coordinate with clients' third-party auditors and tax accountants. 🎯 Required Skills Accounting Principles and Financial Accounting Cash Transaction Processing Bank Reconciliation Fixed Asset Accounting Prepaid Expense Accounting Payroll Accounting and Reconciliation Accounts Payable Invoice and Journal Entry Review Month-End Accounting Expense Accruals and Equity-Related Accounting Financial Statements and Footnote Disclosures Workpaper Preparation Form 1099 Microsoft Office Suite Strong MS Excel and Spreadsheet Preparation Skills Sage Intacct (Added Advantage) βœ… Candidate Requirements Bachelor's degree in Accounting or a related field. 1–3 years of experience, preferably in public accounting or the financial services sector. Strong understanding of accounting theory. High attention to detail, accuracy, and organizational skills. Analytical thinking and problem-solving abilities. Ability to manage multiple priorities in a fast-paced environment. Strong written and verbal communication skills. Self-motivated and able to work collaboratively. πŸ“© Interested candidates: Share your updated resume. #Hiring #Accountant #AccountingJobs #PrivateEquity #FinancialAccounting #BankReconciliation #PayrollAccounting #AccountsPayable #FinancialReporting #MSExcel #SageIntacct #HyderabadJobs #USShift #SPE #SME

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BFSI, Investments & Trading - Any Roles

US INSURANCE BROKING

GurugramFull Time, Permanent2-5 yrsβ‚Ή2,00,000 - β‚Ή6,00,000 / yearly

🚨 HIRING ALERT | SPE & SME – US INSURANCE BROKING πŸ“ Location: Gurugram ⚑ Notice Period: Immediate Joiners Only 🏒 Industry: US Insurance Broking πŸ’Ό Experience: SPE: As per role requirements SME: 3–5 years of relevant insurance broking experience πŸ’° Salary / CTC Details πŸ”Ή SPE: β‚Ή3,37,050 – β‚Ή5,28,990 per annum πŸ”Ή SME: β‚Ή5,06,550 – β‚Ή6,90,000 per annum πŸ“Œ Job Description – Subject Matter Expert (SME) We are looking for experienced professionals in US Insurance Broking with strong knowledge of Personal Lines (PL), Commercial Lines (CL), and Employee Benefits (EB). The ideal candidate should have expertise in complex insurance operations, quality management, process transitions, and stakeholder coordination. πŸ”‘ Key Responsibilities Act as a domain expert across multiple L2/L3 processes, including Quote Review, Program Brokering, Policy Servicing, Premium Financing, and Client Setup. Review complex insurance submissions, quotes, binders, endorsements, billing issues, and escalations. Support transition and migration activities, including SOP creation, process mapping, job aids, L2/L3 workflows, and quality parameters. Conduct quality audits, identify process defects, and drive continuous improvement initiatives. Coordinate with licensed Account Managers, insurance carriers, and internal teams to resolve complex cases. Provide floor support, mentor associates, and validate process deliverables. Ensure compliance with US insurance regulations, documentation standards, and servicing guidelines. Support multi-region process standardization and operational excellence initiatives. 🎯 Required Skills & Experience βœ… US Insurance Broking Operations βœ… Personal Lines (PL) βœ… Commercial Lines (CL) βœ… Employee Benefits (EB) βœ… Quote Review & Program Brokering βœ… Policy Servicing & Endorsements βœ… Premium Financing & Billing Resolution βœ… ACORD Forms & Insurance Documentation βœ… Evidence of Coverage (EOC) βœ… US Insurance Regulatory Requirements βœ… Quality Audits & Defect Management βœ… SOP Creation & Process Mapping βœ… Transition, Migration & Process Standardization βœ… L2/L3 Escalation Management βœ… Stakeholder & Client Coordination βœ… Team Mentoring & Floor Support πŸ‘€ Candidate Requirements SME: 3–5 years of relevant US insurance broking experience. Strong expertise in Personal Lines, Commercial Lines, and/or Employee Benefits. Good understanding of US insurance documentation, regulatory requirements, and servicing workflows. Experience in transitions, migrations, or multi-region standardization programs is preferred. Strong analytical, communication, problem-solving, and quality management skills. Immediate joiners only. πŸ“© Interested candidates: Share your updated resume along with current CTC, expected CTC, notice period, and relevant insurance broking experience. suriyakala@careerguideline.com πŸ“’ Immediate hiring for Gurugram! #Hiring #InsuranceJobs #USInsurance #InsuranceBroking #SPE #SME #PersonalLines #CommercialLines #EmployeeBenefits #PolicyServicing #ACORD #QualityAnalyst #GurugramJobs #ImmediateJoiners #Recruitment

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BFSI, Investments & Trading - Any Roles

PROVIDER DATA MANAGEMENT (PDM)

ChennaiFull Time, Permanent2-5 yrsβ‚Ή2,00,000 - β‚Ή7,00,000 / yearly

🚨 HIRING ALERT | SPE / SME – PROVIDER DATA MANAGEMENT (PDM) πŸ“ Location: Chennai πŸŒ™ Shift: US Night Shift πŸ‘¨β€πŸ’Ό Experience: 2–7 Years ⚑ Notice Period: Immediate Joiners Only πŸŽ“ Education: Graduation Mandatory (10+2+3) πŸ’° Salary Details SPE: Up to β‚Ή4.5 LPA SME: Up to β‚Ή7 LPA πŸ”‘ Key Skills Required βœ… US Healthcare Operations βœ… US Healthcare Claims βœ… Provider Data Management (PDM) βœ… Provider Credentialing & Re-Credentialing βœ… Facets Platform βœ… Provider Data Maintenance & Validation βœ… Data Accuracy & Quality Management βœ… Productivity & SLA Management βœ… Healthcare Operations Process Knowledge πŸ“‹ Job Responsibilities Manage and maintain provider demographic and related data in the PDM process. Handle provider credentialing and re-credentialing activities. Update, validate, and maintain provider information using the Facets platform. Ensure data accuracy, quality, and compliance with established process guidelines. Meet daily productivity targets and quality standards in a fast-paced operational environment. Identify and resolve provider data discrepancies and errors. πŸ“Œ Mandatory Requirements 2–7 years of relevant experience in US Healthcare PDM / Claims operations. Hands-on experience with the Facets platform. Immediate joiners only. Candidates from across India can apply; work location is Chennai. Graduation is mandatory (10+2+3 format). Candidates must have complete educational documents, government-issued IDs, and previous employment documents. πŸ“© Interested candidates: Share your updated resume with your current CTC, expected CTC, notice period, and relevant PDM experience. πŸ“’ Immediate hiring! Apply now or refer suitable candidates. #Hiring #PDM #ProviderDataManagement #USHealthcare #HealthcareClaims #Facets #Credentialing #Recredentialing #SPE #SME #ChennaiJobs #ImmediateJoiners #NightShift #HealthcareJobs #Recruitment

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BFSI, Investments & Trading - Any Roles

PROJECT MANAGER – CAPITAL MARKETS / FINANCIAL SERVICES

BengaluruFull Time, Permanent6-13 yrsβ‚Ή10,00,000 - β‚Ή21,00,000 / yearly

πŸš€ HIRING ALERT | PROJECT MANAGER – CAPITAL MARKETS / FINANCIAL SERVICES We are hiring experienced professionals for Project Manager / Delivery Manager positions in Bangalore. πŸ“Œ Position Details Role: Project Manager Total Openings: 10 FTEs Location: Bangalore Shift: UK Shift Grades: TM / SDM Maximum CTC: Team Manager (TM): Up to β‚Ή15 LPA Senior Delivery Manager (SDM): Up to β‚Ή20.45 LPA 🎯 Key Skills & Expertise βœ… Project & Delivery Management Project Management Delivery Management End-to-End Project Delivery Multiple Project / Workstream Management Stakeholder Management Vendor Management βœ… Project Governance & Controls Project Planning & Scheduling Project Governance Financial / Budget Management Risk & Issue Management Change Control Management Status Reporting Implementation Readiness βœ… Agile & Scrum Methodologies Agile Project Management Scrum Framework Scrum Master Activities Agile Ceremonies Traditional / Waterfall Methodology Hybrid Delivery Models βœ… Tools & Technical Skills JIRA Confluence Project Scheduling Tools Financial Tracking & Reporting Presentation Tools Project Documentation βœ… Domain Expertise Capital Markets Financial Services Banking & Financial Services Business & Technology Coordination Cross-Functional Team Leadership πŸ’Ό Core Competencies Strong analytical and problem-solving skills Excellent communication and presentation skills Stakeholder engagement and relationship management Negotiation and influencing skills Decision-making and issue resolution Risk assessment and mitigation Prioritization and multitasking Accountability and execution excellence πŸŽ“ Education & Certifications University degree or equivalent professional experience PMP / PMI-ACP / CSM / CSP certifications preferred CFA / FRM certification is an added advantage Preferred Experience: Proven project or delivery management experience in a large, complex organization, with exposure to Capital Markets or Financial Services strongly preferred. πŸ“© Interested candidates: Share your updated resume with details of your current CTC, expected CTC, notice period, and relevant project management experience. πŸ“’ Apply now or refer suitable candidates! #Hiring #ProjectManager #ProjectManagement #DeliveryManagement #CapitalMarkets #FinancialServices #BankingJobs #Agile #ScrumMaster #JIRA #Confluence #PMP #BangaloreJobs #UKShift #Leadership #StakeholderManagement #Recruitment

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BFSI, Investments & Trading - Any Roles

LOGISTICS OPERATIONS

ChennaiFull Time, Permanent2-8 yrsβ‚Ή2,00,000 - β‚Ή8,00,000 / yearly

🚨 HIRING ALERT – LOGISTICS OPERATIONS SPE / SME / TL – Chennai (CHN) πŸ“ Location: Chennai πŸ’Ό Department: Logistics Operations πŸ‘” Open Positions: Senior Process Executive (SPE) / Subject Matter Expert (SME) / Team Leader (TL) 🏒 Work Mode: To be confirmed ⚑ Joining: Immediate Joiners Only πŸ’° Salary Details SPE: Up to β‚Ή4.75 LPA SME: Up to β‚Ή6.64 LPA TL: Up to β‚Ή9.48 LPA πŸ“‹ Job Responsibilities Set up brokers and drivers in the system, assign driver IDs, and notify internal teams. Set up trucks/units in the system and inform relevant internal teams upon completion. Track and update expiry dates for driver licenses, motor vehicle inspections, LCV training and certifications, Transport of Dangerous Goods (TDG) training, Free and Secure Trade (FAST) cards, work permits, passports, and other required documents. Maintain electronic driver files and upload copies of relevant documents. Review monthly maintenance reports for completeness against the expected monthly submission list. Verify Motor Vehicle Inspection reports, Workers’ Compensation Board (WCB) documents, and monthly maintenance reports for accuracy and completeness. Update tracking lists and system records to confirm receipt of documents. Coordinate with internal teams to resolve missing documentation and maintain accurate records. Ensure compliance with documentation requirements and established operational procedures. πŸŽ“ Required Qualifications Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. Experience in Logistics Operations, Freight Rating, Freight Billing, or related logistics processes . Hands-on experience with any one of the following tools: PeopleNet Fleet Management MercuryGate CARMA Oracle Fusion Cloud Strong attention to detail and documentation management skills. Good communication, coordination, and problem-solving abilities. Ability to maintain accurate system records and track document expiry dates. ⭐ Preferred Candidate Profile Candidates with a Logistics Operations background are preferred. Experience in broker, driver, and truck/unit setup is an advantage. Knowledge of fleet documentation, compliance tracking, and maintenance reports is desirable. Immediate joiners are strongly preferred. Candidates from a pure Supply Chain background without relevant logistics operations experience are not required . πŸ“© Interested Candidates Share relevant profiles for SPE / SME / TL positions in Chennai. #Hiring #LogisticsJobs #LogisticsOperations #FreightOperations #FleetManagement #SPE #SME #TeamLeader #ChennaiJobs #ImmediateJoiners

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BFSI, Investments & Trading - Any Roles

OTC Dispute Resolution (SPE & SME)

ChennaiFull Time, Permanent2-6 yrsβ‚Ή2,00,000 - β‚Ή7,00,000 / yearly

πŸ“’ Hiring Alert – OTC Dispute Resolution (SPE & SME) πŸ“ Work Location: Chennai 🏒 Work Mode: Work from Office (WFO) πŸŒ™ Shift: Night Shift (Must be flexible as per business requirements) ⏳ Notice Period: Immediate Joiners Only πŸ’Ό Open Positions 1. SPE – Dispute Resolution Openings: 15 Experience: 2–4 Years Skill: OTC Dispute Resolution Maximum CTC: β‚Ή4.9 LPA 2. SME – Dispute Resolution Openings: 15 Experience: 4–6 Years Skill: OTC Dispute Resolution Maximum CTC: β‚Ή7 LPA 🎯 Key Roles & Responsibilities Handle customer disputes related to invoices, payments, deductions, and credit notes. Investigate and resolve billing discrepancies and payment-related issues. Communicate with customers through calls and emails to gather dispute details and supporting documents. Coordinate with internal teams to ensure timely and effective dispute resolution. Negotiate with customers and stakeholders to reach mutually acceptable resolutions. Monitor dispute ageing and ensure timely closure to reduce outstanding receivables. Maintain accurate dispute records in ERP systems and tracking tools. Prepare and maintain dispute status reports, ageing reports, and resolution updates. Ensure compliance with company policies, procedures, and quality standards. Support process improvement initiatives to enhance dispute resolution efficiency. βœ… Required Candidate Profile Mandatory experience in OTC (Order-to-Cash) Dispute Resolution . Relevant experience of 2–4 years for SPE and 4–6 years for SME. Good verbal and written communication skills. Strong analytical, problem-solving, and customer-handling skills. Willingness to work night shifts and from the Chennai office. Immediate joiners only. πŸ“© Interested Candidates Candidates with relevant OTC Dispute Resolution experience who can join immediately are encouraged to apply. πŸ“Œ Keywords: OTC, Order-to-Cash, Dispute Resolution, Invoice Disputes, Billing, Payment Reconciliation, Deductions, Credit Notes, Accounts Receivable, Customer Service, ERP, Ageing Analysis.

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BFSI, Investments & Trading - Any Roles

Chinese Language Expert – F&A

ChennaiFull Time, Permanent4-6 yrsβ‚Ή7,00,000 - β‚Ή13,00,000 / yearly

🚨 WE ARE HIRING | Chinese Language Expert – F&A πŸ“ Location: Chennai πŸ’Ό Experience: 3+ Years πŸ’° CTC: Up to β‚Ή13 LPA 🏒 Work Mode: To be confirmed πŸ—£οΈ Language Requirement: HSK Level 4 or above OR Graduation in Chinese Job Description We are looking for a skilled Chinese Language Expert with experience in Financial Planning & Analysis (F&A), Financial Statement Analysis, and Financial Spreading to support credit appraisal and financial analysis activities for global banking clients. The ideal candidate should have strong Chinese language proficiency along with a sound understanding of accounting principles, corporate finance, and financial statement analysis. Key Responsibilities Read, interpret, and analyze financial statements. Perform financial spreading of Income Statements, Balance Sheets, and Cash Flow Statements. Analyze public and private company financials for credit appraisal. Review supplementary schedules, financial statement notes, and Management Discussion & Analysis (MD&A) reports. Monitor covenant compliance and prepare periodic reports. Analyze financial ratios and assess company financial performance. Understand the interrelationship between financial statements. Ensure accuracy and compliance with accounting standards and client requirements. Mandatory Skills Chinese language proficiency in reading, writing, and speaking. HSK Level 4 or above, or graduation in Chinese. 3+ years of relevant professional experience. Hands-on experience in Financial Statement Analysis and Financial Spreading. Strong knowledge of accounting principles and corporate finance. Understanding of GAAP and IFRS. Knowledge of financial ratios, credit analysis, and covenant monitoring. Good communication skills and ability to work under tight deadlines. Interested Candidates Candidates who meet the above requirements and are interested in the Chennai opportunity may share their updated resumes with the recruitment team. Contact No: +91-7666654522 Email Id: suriyakala@careerguideline.com

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BFSI, Investments & Trading - Any Roles

Mortgage Compliance Review

PuneFull Time, Permanent4-6 yrsβ‚Ή4,00,000 - β‚Ή8,00,000 / yearly

🚨 WE ARE HIRING | Mortgage Compliance Review πŸ“ Location: Pune πŸ’° Budget: Up to β‚Ή8 LPA 🏒 Work Mode: To be confirmed Job Description We are looking for candidates with experience in US Mortgage Compliance Review and strong knowledge of mortgage disclosure regulations and compliance guidelines. Mandatory Skills Experience with LE (Loan Estimate) and CD (Closing Disclosure) review. Strong knowledge of TRID (TILA-RESPA Integrated Disclosure) guidelines . Experience in mortgage compliance reviews and disclosure validation. Familiarity with Mavent or ComplianceEase reports and their review. Ability to identify compliance discrepancies and disclosure-related errors. Preferred Candidate Profile Hands-on experience in US mortgage operations/compliance. Good understanding of mortgage regulations and disclosure requirements. Ability to review compliance findings and support corrective actions. Compensation: Up to β‚Ή8 LPA, depending on skills and experience. Candidates with relevant hands-on skills are encouraged to apply. Contact No: +91-7666654522 Email Id: suriyakala@careerguideline.com

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BFSI, Investments & Trading - Any Roles

Master Data Management (MDM)

ChennaiFull Time, Permanent2-8 yrsβ‚Ή4,00,000 - β‚Ή10,00,000 / yearly

🚨 WE ARE HIRING | Master Data Management (MDM) 🚨 🚨SAP,VENDOR & CUSTOMER MASTER DATA 🚨 πŸ“ Location: Chennai 🏒 Work Mode: Hybrid πŸ• Shift: Rotational Shifts ⚑ Notice Period: Immediate Joiners Only We are hiring experienced professionals for Master Data Management (MDM) roles supporting Vendor & Customer Master Data operations. πŸ”Ή Open Positions SPE – β‚Ή6 LPA SME – β‚Ή7.7 LPA TL – β‚Ή11 LPA πŸ”Ή Key Responsibilities Manage creation and maintenance of Material, Vendor and Customer Master Data Manage, verify and provide clarification for Item Approval processes Ensure system data accuracy across multiple tools Investigate and resolve business/store queries and tickets Coordinate with vendors, merchants and internal stakeholders on MDM activities Prepare and manage Ad-hoc reports Maintain and review SOPs as required Manage priorities and deliverables while maintaining high accuracy Support process excellence and continuous improvement πŸ”Ή Required Skills Strong experience in Master Data Management Experience with Vendor & Customer Master Data Hands-on knowledge of SAP / SAP S/4HANA Good understanding of Retail / E-commerce / Supply Chain processes Strong analytical and problem-solving skills Excellent verbal and written communication Good attention to detail and ownership Strong stakeholder management skills Good knowledge of MS Excel, PowerPoint and Word πŸ”Ή Experience SPE: 3–5 years SME: 4–6 years TL: Relevant team-handling / MDM experience Candidates should be comfortable working in rotational/night shifts and should be available to join immediately. πŸ“© Interested candidates: Share your updated CV with your current CTC, expected CTC, notice period and contact details.

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BFSI, Investments & Trading - Any Roles

BUSINESS ANALYST-(Capital Markets | Settlements & Reconciliation)

PuneFull Time, Permanent5-9 yrsβ‚Ή8,00,000 - β‚Ή13,00,000 / yearly

🚨 WE ARE HIRING | BUSINESS ANALYST – TEAM LEAD Capital Markets | Settlements & Reconciliation We are hiring an experienced Business Analyst – Team Lead for a leading client in Pune. The ideal candidate should have strong Capital Markets domain knowledge, hands-on experience in Settlements & Reconciliation, and expertise in Broadridge tools. πŸ“ Location: Pune πŸ’Ό Experience: 5+ Years πŸ‘” Designation: Team Lead (TL) πŸŒ™ Shift: UK Shift πŸ’° Maximum CTC: β‚Ή15 LPA ⏳ Notice Period: Immediate Joiners Only 🏒 Work Mode: Work from Office (as per client requirement) Key Responsibilities Analyze business requirements related to Capital Markets operations. Manage and support Settlements & Reconciliation processes. Gather, document, and analyze business requirements from stakeholders. Work closely with operations, technology, and business teams to resolve issues. Perform requirement analysis, impact assessment, and gap analysis. Support system enhancements, UAT, and process improvement initiatives. Investigate settlement breaks, reconciliation discrepancies, and operational issues. Coordinate with stakeholders to ensure timely resolution of exceptions. Lead a team, monitor deliverables, and ensure process quality and SLA adherence. Prepare functional documentation, process flows, and business requirement documents. Mandatory Skills 5+ years of experience in Business Analysis / Capital Markets Operations. Strong experience in Capital Markets . Hands-on experience in Settlements & Reconciliation . Experience working with Broadridge tools/platforms . Team Lead experience with stakeholder and team coordination skills. Strong analytical, problem-solving, and communication skills. Ability to work in a UK shift. Eligibility Criteria βœ… Capital Markets experience is mandatory. βœ… Settlements & Reconciliation experience is mandatory. βœ… Broadridge tools experience is mandatory. βœ… Immediate joiners only. βœ… Candidates must be available to work in Pune. πŸ“© Interested candidates: Share your updated resume along with your current CTC, expected CTC, total experience, relevant Capital Markets experience, Broadridge experience, current location, and availability to join. πŸ“© Interested Candidates – Apply Now! πŸ“± Contact / WhatsApp: +91 76666 54522 πŸ“§ Email: suriyakala@careerguideline.com Please share your updated CV via email or WhatsApp. 🀝 Employee Referrals Welcome! Know someone who matches this requirement? Share this opportunity with your friends and professional network.

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BFSI, Investments & Trading - Any Roles

P&C INSURANCE – BUSINESS OPERATIONS / ANALYTICS

BengaluruFull Time, Permanent3-5 yrsβ‚Ή3,00,000 - β‚Ή7,00,000 / yearly

🚨 WE ARE HIRING | P&C INSURANCE – BUSINESS OPERATIONS / ANALYTICS 🚨 πŸ“ Location: Bangalore πŸ’Ό Experience: 3+ Years πŸŽ“ Qualification: Bachelor's Degree in Any Stream 🏒 Work Mode: work from office CTC: 7Lpa We are looking for experienced professionals with a strong background in Property & Casualty (P&C) Insurance to join our team in Bangalore. If you have experience in insurance operations, business analysis, customer support, or product analytics, this is an excellent opportunity to grow your career! πŸ”Ή Key Responsibilities Monitor business data and performance metrics to identify trends and anomalies. Investigate operational and product-related issues and perform root cause analysis. Handle customer queries and ensure timely resolution of issues. Manage customer portfolio onboarding and quarterly data updates. Analyze insurance industry trends and competitor developments. Prepare and maintain SOPs, process documentation, and knowledge-sharing materials. Develop reports and dashboards to track business performance. Collaborate with cross-functional teams to improve processes and operational efficiency. πŸ”Ή Required Skills βœ… Strong knowledge of Microsoft Excel βœ… Familiarity with Power BI or other reporting and dashboarding tools βœ… Excellent analytical and problem-solving skills βœ… Strong communication and stakeholder management skills βœ… Experience in business operations, business analysis, product operations, or insurance operations βœ… Knowledge of Property & Casualty (P&C) Insurance and claims πŸ”Ή Candidate Profile 3+ years of relevant professional experience. Experience in P&C Insurance is highly desirable. Ability to analyze data and convert insights into actionable business recommendations. Bachelor's degree in any discipline. πŸ“© Interested candidates: Share your updated CV via email or WhatsApp. Contact No: +91-7666654522 Email Id: suriyakala@careerguideline.com 🀝 Know someone who would be a good fit? Please share this opportunity with your friends and professional network! πŸ“² Apply now or refer a suitable candidate! #Hiring #BangaloreJobs #PAndCInsurance #InsuranceJobs #BusinessAnalyst #InsuranceOperations #BusinessOperations #ProductAnalytics #PowerBI #Excel #Recruitment #CareerOpportunity

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BFSI, Investments & Trading - Any Roles

RECONCILIATION & COLLATERAL OPERATIONS

HyderabadFull Time, Permanent2-9 yrsβ‚Ή3,00,000 - β‚Ή25,00,000 / yearly

🚨 HIRING ALERT | RECONCILIATION & COLLATERAL OPERATIONS | HYDERABAD 🚨 Career Guideline Service India Pvt. Ltd. is hiring experienced professionals for a leading financial services opportunity in Liquidity, Funding & Payments Operations . πŸ“ Location: Hyderabad 🏒 Work Mode: Work from Office πŸŒ™ Shift: US Shift ⏳ Notice Period: Immediate to 60 Days πŸ’Ό OPEN POSITIONS & BUDGET πŸ”Ή SPE (Senior Process Executive): Up to β‚Ή6.5 LPA πŸ”Ή SME (Subject Matter Expert): Up to β‚Ή9 LPA πŸ”Ή SDM (Service Delivery Manager): Up to β‚Ή25 LPA πŸ”‘ Key Skills Required βœ… Cash, Nostro/Vostro & Position Reconciliation βœ… Collateral Management & Margin Operations βœ… Break Investigation & Resolution βœ… Margin Calls – Initial Margin (IM) & Variation Margin (VM) βœ… Cash / Payment / Settlement Operations βœ… SWIFT Messaging & Treasury Operations πŸ’» Mandatory Platform Experience Candidates must have hands-on experience with at least ONE platform from EACH category : Reconciliation Platforms: SmartStream TLM / Corona | Intellimatch | Duco | Gresham Clareti | Xceptor Collateral / Margin Platforms: Acadia / MarginSphere | Colline | CloudMargin | Calypso 🎯 Candidate Requirements 2–10+ years of relevant experience in Banking / Financial Services. Hands-on experience in both reconciliation and collateral/margin platforms. Knowledge of cash movements, settlements, margin calls and break resolution. Exposure to US / EMEA markets is preferred. Strong analytical, communication and stakeholder management skills. πŸŽ“ Qualification: Graduate / Postgraduate in Finance, Commerce, Economics or a related field. πŸ“© Interested candidates can share their updated resumes. πŸ“ž Contact: +91 - 8655884775 (Whatsapp) Email ID : tannu@careerguideline.com πŸ‘‰ Not looking for a change? Refer your friends or colleagues who may be a good fit! πŸ”„ Like | Comment | Share | Refer

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BFSI, Investments & Trading - Any Roles

FX & Money Markets Operations

HyderabadFull Time, Permanent3-11 yrsβ‚Ή4,00,000 - β‚Ή25,00,000 / yearly

🚨 Hiring | FX & Money Markets Operations πŸ“ Location: Hyderabad 🏒 Work Mode: Offshore / Work from Office πŸŒ™ Shift: US Shift – 5 PM onwards πŸ’Ό Domain: Treasury / FX & Money Markets Operations ⏳ Notice Period: Immediate to 60 Days πŸ’° CTC SPE: Up to β‚Ή6.5 LPA SME: Up to β‚Ή9 LPA SDM: Up to β‚Ή25 LPA πŸ”Ή Key Requirement – RIMMS Hands-on experience in RIMMS is mandatory. Candidates should have experience using RIMMS for FX & Money Market trade processing, confirmation, settlement and reconciliation. πŸ”Ή Products / Process FX: Spot Forward / Outright Forward FX Swap NDF Money Markets: Deposits Loans Commercial Paper (CP) Certificates of Deposit (CD) πŸ”Ή Key Responsibilities Process and validate FX & Money Market trades in RIMMS Perform trade capture, confirmation and settlement activities Handle trade matching and resolve exceptions/breaks Manage settlement instructions and payment processing Perform Nostro / Cash / Position Reconciliation Investigate and resolve aged breaks and failed trades Coordinate with Front Office, Treasury, Middle Office and Settlements teams Support US & EMEA cut-off timelines Handle CLS-related FX settlement activities Support month-end/quarter-end activities and reporting Participate in RIMMS UAT, upgrades and process improvement initiatives πŸ”Ή Required Skills RIMMS – Mandatory 2–5+ years of relevant experience for Analyst/Senior Analyst roles 10+ years for senior management-level roles Strong knowledge of FX & Money Market Operations Knowledge of SWIFT messages – MT300, MT320, MT2xx/6xx Knowledge of CLS settlement Nostro reconciliation experience Advanced Excel Knowledge of TLM / SmartStream / Duco is an advantage Good communication and stakeholder-management skills ⭐ Preferred Skills CLS Bank experience RIMMS UAT / configuration / upgrade experience FXall / 360T MarkitWire / ClearPar or similar confirmation platforms Process improvement / RPA / Six Sigma exposure πŸŽ“ Education Bachelor’s / Master’s degree in Finance, Economics, Business or related field. πŸ“© Interested candidates: Share your updated CV Contact No : +91 - 8655884775 (Whatsapp) Email ID : tannu@careerguideline.com πŸ‘‰ Not looking for a change? Refer your friends or colleagues who may be a good fit! πŸ”„ Like | Comment | Share | Refer

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BFSI, Investments & Trading - Any Roles

MARKET DATA

BengaluruFull Time, Permanent2022-4 yrsβ‚Ή50,00,000 - β‚Ή50,00,000 / yearly

🚨 HIRING | MARKET DATA – BANGALORE πŸ“ Location: Bangalore 🏒 Work Mode: Work from Office 🌏 Shift: APAC Shift πŸ’Ό Experience: 2+ Years πŸ’° CTC: Up to β‚Ή6.5 LPA (including β‚Ή18K variable) πŸ”Ή Role: Market Data Analyst We are looking for candidates with experience in Market Data / Financial Data Operations / Fixed Income / Securities Data . πŸ”Ή Key Responsibilities Manage, cleanse and validate market/financial data . Ensure data accuracy, completeness and timely updates. Work with securities and fixed-income data and related financial instruments. Perform data quality checks and investigate data discrepancies. Conduct root cause analysis and support data correction. Handle data queries and provide timely resolutions. Support data enhancement and process improvement activities. Maintain process documentation and support reporting/metrics. Participate in testing/UAT/BAT for system or process changes. Provide process guidance and support to team members. πŸ”Ή Required Skills 2+ years of experience in Market Data / Financial Data / Securities Operations / Middle or Back Office . Good knowledge of Fixed Income / Securities / Financial Instruments . Experience in data cleansing, validation and quality analysis . Strong analytical and problem-solving skills. Good knowledge of MS Excel . Bloomberg / Reuters knowledge preferred. Knowledge of derivatives is an added advantage. Good communication and stakeholder-management skills. Ability to work with high-volume data and meet strict deadlines. 🎯 Preferred Keywords Market Data | Fixed Income | Securities Data | Data Validation | Data Cleansing | Data Quality | Bloomberg | Reuters | Excel | Root Cause Analysis | Financial Data | Middle Office | Back Office πŸ“© Interested candidates can share their updated CV with relevant Market Data experience.

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BFSI, Investments & Trading - Any Roles

GLOBAL KYC / CLIENT ONBOARDING

HyderabadFull Time, Permanent2-9 yrsβ‚Ή2,00,000 - β‚Ή8,00,000 / yearly

HIRING ALERT | GLOBAL KYC / CLIENT ONBOARDING – HYDERABAD We are hiring experienced KYC/AML professionals for a leading financial services opportunity in Hyderabad. Location: Hyderabad Work Mode: Work from Office Shift: 24Γ—7 Rotational Shifts Domain: Investment Banking / Asset & Wealth Management / Capital Markets OPEN POSITIONS SPE – KYC Analyst Experience: 2–4 Years CTC: Up to β‚Ή5.5 LPA SME – KYC/CLM Experience: 4–6 Years CTC: Up to β‚Ή7 LPA Team Leader – KYC/CLM Experience: 6+ Years CTC: Up to β‚Ή10 LPA Team Leader experience on paper is mandatory Required key skills βœ… KYC / AML / Client Lifecycle Management (CLM) βœ… Institutional Client Onboarding & Periodic Reviews βœ… CDD / EDD & Complex Client Structures βœ… Investment Banking / Capital Markets / Asset Management experience βœ… Sanctions, PEP & Adverse Media Screening βœ… False Positive Handling & Risk-Based Assessment βœ… Fenergo or similar CLM platforms βœ… QC / 4-Eye Review & Escalation experience βœ… Strong stakeholder management with Front Office & Compliance βœ… FATCA / CRS exposure is an added advantage Preferred Background: Global Banks | Investment Banking | Asset Management | Capital Markets | Financial Services πŸ“© Interested candidates can share their updated CV or connect with me for further details. Contact No: +91-7666654522 Email Id: suriyakala@careerguideline.com

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BFSI, Investments & Trading - Any Roles

Opening with Banking Sales

Navi MumbaiFull Time, Permanent1-4 yrsβ‚Ή2,00,000 - β‚Ή3,00,000 / yearly

Opening with Banking Sales Location - Ghansoli Process - Outbound Sales Graduate with 1–2 years BPO sales experience Good communication (Versant 4/5) Day shift (8 AM–8 PM, any 9-hour window) Salary: β‚Ή22,000 in-hand / β‚Ή26,000 CTC

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BFSI, Investments & Trading - Any Roles

– Global KYC Analyst | Client Onboarding & Periodic Reviews (SPE/SME)

HyderabadFull Time, Permanent1-6 yrsβ‚Ή4,00,000 - β‚Ή6,00,000 / yearly

JD – Global KYC Analyst | Client Onboarding & Periodic Reviews (SPE/SME) Location: Hyderabad Profile Summary Looking for a KYC/AML professional with 4–6+ years in Investment Banking, Asset & Wealth Management, or Capital Markets to join our CLM team in Hyderabad – working on institutional client onboarding, periodic reviews, due diligence and screening for large, complex client structures. The role runs on a 24x7 rotational shift model with global handovers, so sound risk-based judgment and comfort working night shifts matter. Educational Qualification Any Degree / bachelor’s in commerce; MBA or M.Com an added advantage CAMS certification an added advantage French or German language skills a nice-to-have, not mandatory Expertise & Competencies Good understanding of CLM and KYC within IB / Asset and Wealth Management / Capital Markets Awareness of AML/KYC regulations across geographies Strong stakeholder management and time prioritization Comfortable engaging directly with institutional clients, Front Office and Compliance Strong decision-making skills with a practical, risk-based approach Experience using AI tools and automation to support KYC refresh and onboarding Advanced Excel skills and prior exposure to MI reporting will be an added advantage Good oral and written communication skills Comfortable in a 24x7 rotational shift model with global handovers, incl. holiday coverage Work Experience 4–6+ years in financial services, ideally in KYC/AML or client onboarding roles Hands-on experience on Fenergo or similar CLM platforms and screening tools Prior experience handling complex CDD cases, activity reviews and false positives Experience working with large global banks or financial institutions a plus Exposure to QC checks (e.g., 4-eye review) and second-line escalation is a plus Role and Responsibilities / Job Description Own the end-to-end client lifecycle for institutional clients – onboarding, periodic reviews, event-driven reviews and offboarding Handle CDD/EDD documentation for complex entity types – corporates, funds, trusts, SPVs, financial institutions Enrich onboarding cases from Relationship Managers and re-key email-received documentation into the CLM/onboarding system Apply your understanding of capital markets – products, participants and how they fit together – to client structures Stay current on global AML/KYC standards and how requirements vary by jurisdiction Use Fenergo and internal workflow tools to manage outreach and keep records audit-ready Coordinate with Front Office, Compliance, AML Middle Office, Legal, Tax and Account Management in a fast-paced environment Own periodic and event-driven KYC reviews within agreed SLAs – typically 24–48 hours, with same-day responses to urgent queries Carry out sanctions, PEP and adverse media screening; confidently rule out false positives Participate in QC checks / Calibration (incl. 4-eye review) and coordinate with second-line teams on escalations Apply sound, risk-based judgment when assessing case complexity and prioritizing work Use AI-enabled tools and automation to support KYC refresh/onboarding and drive greater straight-through processing Prior exposure to FATCA/CRS, tax operations or MI reporting/dashboarding is an added advantage Track and help close out AML/CLM audit findings from internal or external audits Interact daily with onshore clients and Front Office for status updates and governance Flex to support higher volumes during peak periods such as quarter-end and tax season Look for ways to make onboarding smoother for clients without compromising on compliance Work from office in a 24x7 rotational shift model with global handovers, incl. occasional weekend/holiday coverage

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BFSI, Investments & Trading - Any Roles

Hedge fund accounting

HyderabadFull Time, Permanent4-10 yrsβ‚Ή5,00,000 - β‚Ή12,00,000 / yearly

Hiring For Hedge fund accounting Location: Hyderabad Us Night shift, WFO Notice - upto 1 month ctc upto 12lpa Role : SME - 4+yrs of exp in Hedge fund accounting NOTE - 30% Hike given on ur last drawn. Skills: Hedge fund accounting, Waterfall calculations, Distributions, Capital calls, Management fee, Nav calculation Tools required : Geneva/ Investran 1.Accounting daily Journal entries for cash/bank transactions in accordance with the relevant supporting docs as per agreed quality and turnaround time (TAT) with clients Preparing/accounting for adhoc Fund accounting deliverables like Capital Call, Distributions with accuracy 2.Perform cash/bank reconciliations on a regular basis 3.Prepare financial statements, schedule of investments and portfolio valuations on a quarterly basis 4.Monitor the cash flows to facilitate capital calls and distributions on a regular basis 5.Perform bank accounting reconciliations on a regular basis 6.Hands on experience in preparing and review of monthly, quarterly, bi-annual Financial Statements with supporting documentation. 7.Preparation and review of partner capital statements and waterfall schedules Prepare and review monthly valuations, reconciliations of fund draw downs and distributions, accruals, expenses etc. 8.Prepare and review partner capital activity- capital calls, distributions, partner transfers 9.Prepare and review various fee calculations eg. Management fee calculations, carried interest allocations in accordance with the Fund documentation.

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BFSI, Investments & Trading - Any Roles

US Banking Cards & Payments - Implementation Experts

HyderabadFull Time4-8 yrsβ‚Ή5,00,000 - β‚Ή23,00,000 / yearly

πŸš€ WE ARE HIRING! | US Banking Cards & Payments - Implementation Experts πŸš€ Are you an expert in US Banking Cards, Payments Implementation, and Database Querying (SQL/Oracle) ? We are expanding our core implementation team across multiple pan-India locations! πŸ“ Locations & Shift Details 🏒 Work Locations: Bangalore | Hyderabad | Chennai | Pune | Kolkata | Ahmedabad 🏒 Work Mode: Work From Office (WFO) πŸŒ™ Shift Timing: US Night Shift (EST Time Zone) πŸ’Ό Roles & Experience Criteria Subject Matter Expert (SME) πŸŽ“ Experience: 4+ Years πŸ› οΈ Mandatory: US Banking Cards & Payments + Implementation + SQL/Oracle Team Lead (TL) πŸŽ“ Experience: 6+ Years πŸ› οΈ Mandatory: US Banking Cards & Payments + Implementation + SQL/Oracle + Min. 1 Year on-paper TL experience Manager πŸŽ“ Experience: 8+ Years πŸ› οΈ Mandatory: US Banking Cards & Payments + Implementation + SQL/Oracle + Min. 1 Year on-paper Manager experience Service Delivery Manager (SDM) πŸŽ“ Experience: 10+ Years πŸ› οΈ Mandatory: US Banking Cards & Payments + Implementation + SQL/Oracle + Min. 4 Years on-paper Manager experience πŸ’° Compensation & Budget πŸ’΅ Budget: Up to β‚Ή32.0 LPA πŸ“ˆ Offered Hike: Standard 20% – 30% hike on last drawn CTC πŸ”΄ Key Skills & Domain Expertise πŸ› οΈ Technical & Core Skills βœ… Database Skills: Basic to working knowledge of SQL & Oracle βœ… Implementation Lifecycle: End-to-end client solutioning, requirements gathering, file intake, & data validation βœ… Composition & Output Tooling: Print & Mail processing fundamentals, print floor/insertion processing, printer & inserter constraints πŸ’³ Functional & Domain Knowledge βœ… Cards & Payments: Deep expertise in US Banking and Payments domain βœ… Item/Image Processing: Item & Image Processing implementation workflows βœ… Distributed Capture: Merchant & Mobile distributed capture workflows (end-to-end deposit lifecycle) βœ… ATM & ICL: ATM image deposit capture, balancing, exception handling, and Image Cash Letter (ICL) processing βœ… Risk & Compliance: Duplicate Detection configuration & management πŸ“‹ Key Responsibilities πŸ—£οΈ Client-Facing Leadership: Lead client calls during US hours (EST), managing requirements gathering and solution design with high autonomy. πŸ”„ End-to-End Delivery: Own and run projects as both Project Manager and Technical Analyst, bringing structure to ambiguous project needs. πŸ› οΈ Problem Solving & Escalations: Troubleshoot technical issues, analyze data patterns, identify risks, and apply innovative solutions. πŸ‘₯ Mentorship & Leadership: Mentor junior team members, optimize workflows, and drive design decisions (for TL/Manager/SDM levels). πŸ“© How to Apply If you fit the requirements and are ready to take the next step in your career, share your updated CV with us! πŸ“„ Current Fixed CTC: 🎯 Expected CTC: ⏳ Notice Period: πŸ“ Current & Preferred Location: πŸ“§ Email: πŸ“ž Phone / WhatsApp: US Banking, Cards and Payments, Payment Implementation, Item Processing, Image Processing, SQL, Oracle, Image Cash Letter, ICL, Distributed Capture, Merchant Capture, Mobile Deposit Capture, ATM Deposit Processing, Duplicate Detection, File Intake, Data Validation, Client Implementation, Technical Business Analyst

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BFSI, Investments & Trading - Any Roles

SME & SPE – OTC Brokerage Payable

PuneFull Time2-9 yrsβ‚Ή5,00,000 - β‚Ή10,00,000 / yearly

πŸš€ WE ARE HIRING! | SME & SPE – OTC Brokerage Payable πŸš€ Are you an expert in OTC Derivatives and Brokerage Reconciliation ? We are looking for talented professionals to join our growing team in Pune & Bengaluru ! πŸ“Œ Position Details πŸ’Ό Role: Subject Matter Expert (SME) / Senior Process Executive (SPE) 🏒 Domain: OTC Brokerage Payable ⏳ Experience: 2 to 9 Years πŸ“ Location: Pune / Bengaluru (BLR) πŸ—“οΈ Notice Period: 0 – 90 Days πŸ’° Compensation & Budget πŸ’΅ SME: Up to β‚Ή10.0 LPA πŸ’΅ SPE: Up to β‚Ή6.5 LPA πŸ“ˆ Offered Hike: Standard 30% – 40% on last drawn fixed CTC πŸ”΄ Mandatory Skills & Qualifications (Must Have) βœ… Hands-on experience in OTC Brokerage Reconciliation βœ… Proven expertise in Manual Brokerage Calculation βœ… Strong domain knowledge of OTC derivative products: FX, Options, IRS, CCS, Repos, FXO, PM, PMO βœ… Proficiency in Advanced MS Excel & Word βœ… Exceptional client communication and stakeholder management skills πŸ“‹ Key Responsibilities πŸ”„ Daily Reconciliation: Manage trade reconciliations and calculate brokerage accurately. ⚠️ Exception Management: Identify, escalate, and resolve discrepancies within agreed SLAs. 🀝 Broker Relationship: Handle broker queries, settle outstanding balances, and drive zero-escalation targets. πŸ“Š Reporting & Compliance: Maintain EOD checklists, generate accuracy reports, and participate in client review meetings. πŸ’‘ Process Improvement: Identify gaps, propose workflow enhancements, and assist team leads with ad-hoc reporting. πŸ“© How to Apply If you fit the criteria or know someone who does, share your updated resume along with the following details: πŸ“„ Current Fixed CTC: 🎯 Expected CTC: ⏳ Notice Period: πŸ“ Current & Preferred Location: πŸ“§ Email: javeed@careerguideline.com πŸ“ž Phone / WhatsApp: +91 8828153744 Key Skills: OTC Derivatives, OTC Brokerage, Brokerage Reconciliation, Manual Brokerage Calculation, Interest Rate Swaps, IRS, FX Options, FXO, Cross Currency Swaps, CCS, Repos, Precious Metals, PM, PMO, Trade Reconciliation, Exception Management, Invoice Reconciliation, Inter-Dealer Broker, IDB Top 5 Core Interview Questions 1.Walk me through a scenario where you had to manually calculate brokerage for a complex OTC derivative trade (e.g., IRS, CCS, or FX Options). What specific variables did you account for? 2.How does brokerage calculation for a linear product like a foreign exchange (FX) Spot or Forward differ from non-linear or swap products like an Interest Rate Swap (IRS) or Option? 3.When your calculated brokerage figure does not match the invoice sent by the Inter-Dealer Broker (IDB), what step-by-step process do you follow to investigate and resolve it? 4.How do you handle brokerage calculations when a trade is amended, canceled, or rolled over post-trade date? 5.What specific Excel functions or tools do you use daily to perform large-volume trade reconciliations and handle dynamic rate cards

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BFSI, Investments & Trading - Any Roles

Private Equity (Fund Accounting)

HyderabadFull Time4-13 yrsβ‚Ή11,000 - β‚Ή20,000 / monthly

Hiring For Private Equity    Location: Hyderabad Us Night shift, WFO Notice - upto 1 month  Role : Team Manager & SME (SUBJECT MATTER EXPERT)                    SKILLS : Private equity, Fund Accointing, Water fall , capital calls, distributions , NaV, Management fee                                                                                                        TM - 8+yrs of exp in private equity   with Team Handling exp of 1+yr  , ctc upto 20lpa                                                                                                           SME - 4+yrs of exp in private equity , ctc upto 11lpa NOTE - 30% Hike given on ur last drawn.  Skills: Private Equity, Waterfall calculations, Distributions, Capital calls, Management fee, Nav calculation                                     Tools required : Geneva/ Investran 1.Accounting daily Journal entries for cash/bank transactions in accordance with the relevant supporting docs as per agreed quality and turnaround time (TAT) with clients Preparing/accounting for adhoc Fund accounting deliverables like Capital Call, Distributions with accuracy 2.Perform cash/bank reconciliations on a regular basis 3.Prepare financial statements, schedule of investments and portfolio valuations on a quarterly basis 4.Monitor the cash flows to facilitate capital calls and distributions on a regular basis 5.Perform bank accounting reconciliations on a regular basis 6.Hands on experience in preparing and review of monthly, quarterly, bi-annual Financial Statements with supporting documentation. 7.Preparation and review of partner capital statements and waterfall schedules Prepare and review monthly valuations, reconciliations of fund draw downs and distributions, accruals, expenses etc. 8.Prepare and review partner capital activity- capital calls, distributions, partner transfers 9.Prepare and review various fee calculations eg. Management fee calculations, carried interest allocations in accordance with the Fund documentation. Interested Candidates contact HR Umme@ 8655884775 / Umme@careerguideline.com

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BFSI, Investments & Trading - Any Roles

Data Management -Team lead

HyderabadFull Time6-13 yrsβ‚Ή2,000 - β‚Ή16,000 / monthly

Dear Applicant, Hiring for COGNIZANT Hiring for Data Management (Alternative Investments) - Analyst & TL  Location - Hyderabad WFO US NIGHT SHIFT CTC UPTO 16LPA (depends on last drawn) Notice upto 2month Role Purpose Ensure accurate, timely, and controlled data management across alternative investment fund processes, enabling reconciliations, reporting, and operational integrity across fund admin, custodians, and internal systems.​​​​​​​ Role : Team Lead 6+yrs of exp required in Data Management / Data reconciliation / Data Operations & TL on paper for 1+yr Knowledge of Alternative Investments (PE, Credit, Hedge Funds, Real Estate, Infra) Core Responsibilities : Data Operations Manage fund, investor, and transaction data across systems Perform data extraction, transformation, and uploads Maintain security master, portfolio, and cash data Reconciliations & Controls Perform daily reconciliations (Cash, Trades, Holdings) Investigate and resolve breaks (price, quantity, FX, etc.) Ensure alignment between internal systems, fund admin, and custodians Data Quality & Governance Execute data quality checks and remediation Support audit, SOX controls, and compliance processes Maintain audit trails and process documentation Reporting Support Provide validated data for performance, financial, and regulatory reporting Enable ILPA/PCAP and internal reporting requirements Interested Candidates contact HR Umme@ 8655884775 / Umme@careerguideline.com

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BFSI, Investments & Trading - Any Roles

US Banking Cards & Payments - Implementation

HyderabadFull Time4-15 yrsβ‚Ή10,000 - β‚Ή20,000 / monthly

Hiring for US Banking Cards & Payments - Implementation Location - Bangalore/ Hyderabad/ Chennai/Pune/ Kolkata/Ahmedabad US Night shift WFO CTC - 30% hike on last drawn Skills required : US Banking Cards & payment experience + Implementation + SQL/ORACLE Role : SME : 4+yrs of exp in US Banking Cards & payment experience + Implementation with sql/oracle TL : 6+yrs of exp in US Banking Cards & payment experience + Implementation with sql/oracle with 1+yrs TL on paper Manager : 8+yrs of exp in US Banking Cards & payment experience + Implementation with sql/oracle with 1+yrs Manager on paper SDM ( Service Delivery Manager ) : 10+yrs of exp in US Banking Cards & payment experience + Implementation with sql/oracle with 4yrs Manager  on paper Job Role: Experienced implementation role involving responsibility for leading larger-scale projects or programs and providing mentorship and subject-matter expertise Banking experience is a plus. Inclusive of: Print & Mail Processing Fundamentals Composition & Output Tooling File Intake & Data Validation Print Floor & Insertion Processing Printer and Inserter capabilities and constraints Good to Have Basic knowledge of SQL and Oracle   Key responsibilities: Troubleshoot, identify potential escalations, and alert management; analyze data, identify patterns or risks, and apply innovative thinking to solve problems Demonstrate an understanding of the industry that goes beyond mere competence with FIS systems Communicate detailed insights and implementation direction to the organization Provide communication on issues or complex information to a wide audience; lead FIS client calls during US work hours, EST time zone Independently manage projects demonstrating a high level of autonomy and judgment, often bringing structure to high degrees of ambiguity Manages complex tasks, improves processes, mentor juniors, contributes to design decisions   Interested Candidates contact HR Umme@ 8655884775 / Umme@careerguideline.com

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BFSI, Investments & Trading - Any Roles

U.S Residential Mortgage-Underwriting

PuneFull Time, Permanent2-8 yrsβ‚Ή2,00,000 - β‚Ή13,00,000 / yearly

Hiring for Live Underwriter   - WFO Location - Pune Shift: US Night shift Notice Period : Immediate to 30 days Package : ctc upto - 12 Lpa( Based on current ctc 30% hike) Minimum 2+yrs of exp required in underwriting  *1+yrs in live underwriting 2+ yrs in underwriting Key Responsibilities Review and underwrite U.S. residential mortgage loan files to ensure compliance with FNMA, FHLMC guidelines. Familiarity with GNMA and other investor guidelines is a strong plus. Conduct comprehensive analysis of borrower’s credit, income, asset, and collateral (4Cs) to determine creditworthiness. Perform income analysis from salaried, self-employed (business), rental, and other sources, including complex tax documents such as 1040s, Schedule E, K1s, 1120, 1120S, and transcripts. Review credit reports to evaluate trade lines, delinquencies, public records, and reconcile discrepancies. Validate collateral and property valuations and assess appraisal documentation. Verify asset documentation including bank statements, retirement accounts, and other investments. Make independent underwriting decisions (approve, deny, or counter) in accordance with investor and company policies. Maintain compliance with internal controls and regulatory requirements. Communicate findings and decisions clearly to internal stakeholders and/or clients. Deliver quality outcomes while meeting turnaround time (TAT) and accuracy metrics. Interested Candidates contact HR Suriyakala@ 7666654522/ suriyakala@careerguideline.com.

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BFSI, Investments & Trading - Any Roles

Relationship Managers

MumbaiFull Time2-8 yrsβ‚Ή5,00,000 - β‚Ή7,00,000 / yearly

Role : KAM – Home Loan Sales (Open Market) Shift Details: 10:30AM-7:30PM | Mon-Sat working | Sun fix off Work Location: Mumbai- Vasai, Malad, Vile Parle, Thane, Dombivali, Kharghar Benefits : Incentives+ Travelling Allowance+ Medical+ PF+ Gratuity Job Summary: We are looking for candidates with 1-5+ year of experience in open market Home Loan/LAP sales. The role involves sourcing home loans leads from the open market through real estate builders and connectors, small DSA, and managing the end-to-end home loan process until disbursement. Key Responsibilities: - Source real estate builders, connectors, and small DSAs from the open market. - Build and maintain good relationships with builders to ensure a regular flow of home loan leads. - Connect with customers and guide them in choosing suitable home loan options from 60+ banks and NBFCs. - Handle the complete home loan process, including lead sourcing, documentation, bank coordination, sanction, and disbursement. - Achieve monthly disbursement targets of β‚Ή2 crore and above. - Share daily and monthly reports with the manager.

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