393 Financial Institutions jobs in India

1. POSITION VACANT: Senior Partnership Account Manager – Financial Institutions (Microfinance Focus), New Delhi,

2. ORGANIZATIONAL BACKGROUND:

is a global non-profit headquartered in Kansas City, Missouri, USA, working to bring water and sanitation to the world. Co-founded by Gary White and Matt Damon in 2009,

helps remove the barriers between people living in poverty and access to the safe water and sanitation solutions they need to survive and thrive. The organization has changed 73 million lives with safe water or sanitation and transformed thousands of communities in Africa, South Asia, and Latin America.

In India,

has empowered over 28 million people with access to water and sanitation through innovative financing models like
WaterCredit
. By partnering with microfinance institutions (MFIs), self-help group federations, and rural livelihood missions,

has expanded the reach of water and sanitation finance to low-income households across the country.

For more information please visit,

3. JOB DESCRIPTION/ RESPONSIBILITIES:

Reporting to
the Portfolio Lead
, the
Senior Partnership Account Manager – Financial Institutions (SPAM-FI)
shall be responsible for driving the growth and performance of complex and/or strategic partnership accounts, ensuring consistent delivery against account priorities. S/he will serve as technical consultant, business advisor and/or implementer of partner-facing business plans and related programs. The
Senior Partnership Account Manager – Financial Institutions (SPAM-FI)
is a catalyst for the partner's vision and brings an exceptional customer success mindset to delivering appropriate solutions to assigned partner accounts that leverage
's
unique value.

Key Responsibilities
:

Job Specific Accountabilities:

(A) Account Management

(1) Serve as the primary relationship owner for assigned financial institution partners, building and maintaining trust-based, strategic relationships that align with partners' goals and
's
mission;

(2) Facilitate regular engagement and collaboration with partner teams, ensuring clear communication, mutual accountability, and ongoing alignment with partnership objectives;

(3) Lead the implementation of partner-facing programs, including onboarding, capacity building, product design, marketing support, and impact tracking;

(4) Provide technical guidance and advisory support to partners on inclusive financial products and delivery models, particularly those targeting low-income households for water and sanitation access (or similar impact areas);

(5) Ensure timely and effective issue resolution, performance monitoring, and adaptive management of partnership activities;

(6) Maintain high-quality data on partner activities, ensuring completeness, accuracy, and timely updates in internal systems and dashboards to inform decision-making.

B. Business Development

(1) Actively contribute to the expansion of
's
reach by identifying new opportunities within existing partnerships and building strategic relationships with key decision-makers and influencers in the financial services ecosystem;

(2) Collaborate with internal teams to craft tailored value propositions for potential partners, drawing from
's
tools, products, research, and success stories;

(3) Stay informed on financial sector trends, regulatory developments, and market opportunities that could influence partner priorities or open new avenues for collaboration;

(4) Represent

at relevant forums, meetings, and industry events to increase visibility and build credibility with potential partners and stakeholders.

C. Business Metrics and Reporting
:

(1) Monitor partner performance against agreed milestones, including disbursement targets, outreach goals, and impact metrics (e.g., number of households served, portfolio performance);

(2) Prepare and deliver regular internal and external reports on partnership status, challenges, lessons learned, and contributions to broader organizational goals;

(3) Track and forecast partner-level fund utilization and ensure alignment with grant conditions, donor reporting needs, and impact strategies;

(4) Collaborate with M&E and portfolio teams to interpret results, support learning, and inform improvements in partnership strategies and service delivery.

D. Information & Business Advisory
:

(1) Act as a subject matter expert on strategic account management principles, tactics, and partnership/program design;

(2) Provide insights and advisory support to strengthen business decision-making and program outcomes;

(3) Collaborate with cross-functional workgroups, teams, and committees to drive alignment and shared objectives;

(4) Engage effectively with individuals and groups from diverse backgrounds, interests, and perspectives to build strong working relationships.

Department Accountabilities:

(1) Impact Strategy Leadership and Execution

(2) Portfolio and Account Management

(3) Business Development

(4) Business Metrics and Data Insights

(5) Pre-Award and Post Award Administration

(6) Project Management

(7) Risk Identification

(8) Advisory and Consulting Services

This description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities required by an incumbent in this job. Some responsibilities, activities, and people who are expected to regularly interact with the incumbent in this job may change or be assigned at any time with or without notice.

4. QUALIFICATIONS, EXPERIENCE AND COMPETENCIES:

Qualification and Experience:

(1) Applicants must have Bachleor's degree and/or equivalent;

(2) Minimum seven of experience in microfinance, inclusive finance, or rural banking, preferably with exposure to water, sanitation, or housing loan portfolios;

(3)
Demonstrated experience managing MFI partnerships and large loan portfolios;

(4) Experience in strategic account management, business development, or credit product innovation in the development finance ecosystem;

(5)
Familiarity with MFI operating models, NBFC-MFI regulatory norms, SHG-based finance, and low-income client engagement;

(6)
Fluency in English and proficiency in Hindi or other regional language preferred.

Skills and Competencies:

(1)
Customer Focus:
Builds strong customer relationships and delivers customer-centric solutions.

(2)
Optimizes Work Processes:
Knows the most effective and efficient processes to get things done, with a focus on continuous improvement.

(3)
Communicates Effectively:
Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.

(4)
Values Differences:
Recognizes the value that different perspectives and cultures bring to an organization.

(5)
Nimble Learning:
Learns through experimentation when tackling new problems, using both successes and failures as learning fodder.

Complex Problem-Solving Skills

(1) Ability to manage multiple complex internal and external relationships, requiring application of existing standards and processes related to account management and/or business development;

(2) Functional knowledge of related industry and/or market segments within the assigned portfolio of accounts in one or more of the following partnership areas: public or private enterprises focusing on water and/or sanitation projects/finance and financial institutions;

(3) Broad knowledge of programmatic planning and experience appropriately mitigating and/or escalating risks within the assigned accounts;

5. TRAVEL:
Travel
up to 25% of the time both domestically and internationally.

6. COMPENSATION OFFERED:

Gross compensation offered for the position is attractive. The offer made to the selected candidate shall be commensurate with qualifications, experience, and salary history.

7. LOCATION: New Delhi.

8. REFERENCE: SPAM-FI -WO

9. CONTACT INFORMATION:

Team SAMS

Strategic Alliance Management Services P Ltd.

1/1B, Choudhary Hetram House, Bharat Nagar

New Friends Colony, New Delhi

Phone Nos.: ;

10. APPLICATION PROCESS:

Eligible candidates interested in the position are requested to apply using the link by or before September 20, 2025

• Lead M&A advisory, capital raising, and strategic finance transactions for financial institutions.
• Originate and develop new client relationships within the banking and finance sectors.
• Manage deal execution, including financial modeling, valuation, due diligence, and closing.
• Prepare pitch books, offering memorandums, and other transaction-related materials.
• Supervise and mentor junior banking professionals.
• Analyze market trends and competitive landscapes impacting financial services clients.
• Build and maintain strong relationships with clients and key stakeholders.
• Ensure compliance with all relevant regulatory requirements.
• Contribute to the overall strategy and growth of the FIG practice.
• Present findings and recommendations to senior management and clients.

• Identify, assess, and monitor various types of financial risks (credit, market, operational, compliance).
• Develop, implement, and refine risk management policies, procedures, and frameworks.
• Conduct comprehensive risk assessments and quantitative analysis of financial exposures.
• Perform stress testing and scenario analysis to evaluate resilience.
• Monitor key risk indicators (KRIs) and report on risk exposures to senior management.
• Develop and recommend strategies for mitigating identified risks.
• Collaborate with business units, internal audit, and compliance teams.
• Ensure adherence to regulatory requirements and industry best practices.
• Prepare detailed risk reports for internal and external stakeholders.
• Contribute to the continuous improvement of the organization's risk management capabilities.

• Master's degree in Finance, Economics, Statistics, Mathematics, or a related quantitative field.
• 5+ years of experience in risk management within the financial services industry.
• Deep understanding of financial products, markets, and regulatory environments (e.g., Basel Accords, SEBI guidelines).
• Proficiency in risk modeling, statistical analysis, and data visualization tools.
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent written and verbal communication skills, with the ability to present complex information clearly.
• Experience with GRC (Governance, Risk, and Compliance) platforms is a plus.
• Professional certifications such as FRM, PRM, CFA are highly desirable.
• Ability to work effectively in a hybrid work setting.

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Responsibilities:

Required Qualifications:

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Experience RSM. Experience the power of being understood.

Position: Associate Director-Business Development-Financial Institutions Group & Structured Finance

Role:

- Responsible for developing and executing target driven marketing strategy for Business Development of Financial Institutions in Bangalore/ Chennai

- Management of existing issuer relationships and origination of new issuer/product mandates.

- Should have handled large FI relationships independently

- Should have a flair of understanding of the various types of market borrowings these entities embark on

- Should have interacted at CXO level in the counter parties

- Identity and target potential Capital market deals ( Debt) from the market

- Ability to network the influencers in the DCM space - Should have the maturity and experience to engage large arrangers in DCM space for getting market information on potential deals

- Should have broad understanding of the various economic indices and their interlink ages to approach issuers / arrangers with value inputs

- Should have sound understanding of the loan/ bond markets

- In charge of fee negotiations for both existing and new mandates.

- From the outset the individual will enjoy a high degree of autonomy and responsibility, with excellent opportunities for self and career development

Requirements:

- MBA/ CA

- 8-11 yrs of experience in Corporate Banking, Lending to NBFCs, Debt Capital markets targeting FIG (Banks/ NBFCs/ Financial Institutions) issuers

- Good relationship with NBFCs, Banks and Financial Institutions at a senior level

- Understanding of debt capital markets as well as a good understanding of functioning of Banks, FIs and NBFCs

- Understanding of Structured Products issued by Banks and NBFCs

- Excellent communication skills and should be able to communicate at senior management level. Must have interpersonal skills

- Self-starter with strong focus on revenue generation. Team player with ability to mingle across cultures

Location: Bangalore/ Chennai

This position is for a Client of Vertex Corporate Services which is a Leading Financial Services Firm

• Lead and manage all aspects of the Financial Institutions Group, including M&A advisory, capital raising (debt and equity), and strategic advisory services.
• Drive deal origination and execution, building and maintaining strong relationships with C-suite executives at financial institutions.
• Develop and implement strategic initiatives to expand the firm's presence and market share in the FIG sector.
• Oversee financial modeling, valuation analysis, and due diligence processes for transactions.
• Mentor, train, and manage a team of investment banking professionals, fostering a high-performance culture.
• Ensure compliance with all regulatory requirements and industry best practices.
• Collaborate with other divisions of the bank to leverage synergies and cross-sell services.
• Represent the firm at industry conferences and events.
• Manage the P&L for the FIG division.
• Contribute to the overall strategic direction of the investment banking division.

• MBA or advanced degree in Finance, Economics, or a related field from a top-tier institution.
• Minimum of 15+ years of progressive experience in investment banking, with a significant focus on the Financial Institutions Group.
• Proven track record of successfully originating and executing complex M&A and capital markets transactions for financial institutions.
• Deep understanding of financial services regulations, market trends, and industry dynamics.
• Exceptional leadership, team management, and business development skills.
• Strong financial modeling, valuation, and analytical capabilities.
• Excellent negotiation, communication, and presentation skills, with the ability to influence at the highest levels.
• Extensive network of contacts within the financial services industry.
• Demonstrated ability to manage multiple high-stakes projects simultaneously.
• Series 7, 63, and other relevant licenses are highly desirable.

Business Function
Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.

Job Purpose

• Support Sponsor & leverage financing transaction origination and lead the transaction structuring and execution cycle

Key Accountabilities & Job Responsibilities

• Support origination of structured transactions with Financial Sponsors in India
• Responsible for analysing and execution of sponsor and leverage finance investments across the range of capital structures
• Participate in all stages of investments and decision making including idea generation, underwriting, execution and portfolio management. Tasks include:
• Preparation of investment committee memorandums
• Building and maintaining detailed cashflow models
• Performing due diligence on prospective investment opportunities
• Negotiating terms with both the sponsor/borrower
• Interfacing directly with clients, counterparties and internal stakeholders for smooth and successful closure of transactions
• Staying up to date with current capital market conditions and relevant regulatory developments
• develop the bank's access to alternative / structured / loan market investors and distribute the leveraged and structured financing products to the most suitable investors
• Comply with all regulatory and internal policies and procedures, regulations and guidelines
• Support portfolio management by actively monitoring and reporting performance of existing portfolio

Required Experience

• years of experience in a similar role

Education / Preferred Qualifications

• MBA or a professional degree from a premier institute or compensating experience

Core Competencies

• Strong financial market experience and demonstrated financial risk & credit analysis skills
• Ability to work independently to conduct sophisticated financial / credit analysis and develop and analyse financial models for financing
• Transaction structuring experience with the ability to convert the clients' financing requirements into relevant investment / trade ideas
• Solid understanding and interpretation of financial reports and key financing terms / covenants with experience in drafting and negotiating term sheets
• Critical thinking and strong attention to detail are a must
• Good organisation skills and ability to prioritise, manage and meet expectations / deadlines with strong work ethics, integrity and commitment
• Superior written, oral communication and interpersonal skills

DBS India - Culture & Behaviors
DBS Is Committed To Building a Culture Where All Employees Are Valued, Respected And Their Opinions Count. We Take Pride In Providing a Workplace That Fosters Continuous Professional Development, Flexible Working, And Opportunities To Grow Within An Inclusive And Diverse Environment. Expected Value Driven Behaviors Are

• Demonstrate Business Performance through PRIDE 2.0 Value Based Propositions
• Ensure Customer Focus by Delighting Customers & Reduce Complaints
• Build Pride and Passion to Protect, Maintain and Enhance DBS' Reputation
• Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement
• Maintain the Highest Standards of Honesty and Integrity

Primary Location
India-Maharashtra-Mumbai

Job
Relationship Management

Schedule
Regular

Job Type
Full-time

Job Posting
Sep 23, 2025, 10:17:38 AM

Business Function

Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.

Job Purpose

Key Accountabilities & Job Responsibilities

Required Experience

Education / Preferred Qualifications

Core Competencies

DBS India - Culture & Behaviors

DBS is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviors are:

Primary Location

Job

Schedule

Employee Status

Job Posting