13 Financial Institutions jobs in Delhi

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

2. ORGANIZATIONAL BACKGROUND:

Water.org 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, Water.org 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, Water.org 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, Water.org 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 Water.org’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 Water.org’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 Water.org’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 Water.org’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 Water.org 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 110 025

Phone Nos.: 011- ;

10. APPLICATION PROCESS:

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

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

2. ORGANIZATIONAL BACKGROUND:

Water.org 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, Water.org 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, Water.org 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, Water.org 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 Water.org’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 Water.org’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 Water.org’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 Water.org’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 Water.org 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 110 025

Phone Nos.: 011- ;

10. APPLICATION PROCESS:

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

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

2. ORGANIZATIONAL BACKGROUND:

Water.org 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, Water.org 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, Water.org 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, Water.org 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 Water.org’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 Water.org’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 Water.org’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 Water.org’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 Water.org 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 110 025

Phone Nos.: 011- ;

10. APPLICATION PROCESS:

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

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

2. ORGANIZATIONAL BACKGROUND:

Water.org 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, Water.org 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, Water.org 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, Water.org 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 Water.org’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 Water.org’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 Water.org’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 Water.org’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 Water.org 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 110 025

Phone Nos.: 011- ;

10. APPLICATION PROCESS:

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

Job Title: US Tax Supervisor

About the firm:

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.

At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.

Job description & Summary:

Job responsibilities:

Responsibilities Includes, but not limited to:

• Prepare & Review U.S. tax returns viz tax returns for form 1065 Partnerships ( PE / HF / FOF ).
• Able to do tax research independently.
• Interacts, coordinates, and collaborates with all levels of the team to ensure timeliness and effective communication on an engagement.
• Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
• Demonstrates the ability to handle multiple projects, effectively prioritize, manage others, and meet deadlines.
• Exhibits exceptional client relationship management and client service skills.
• Build working relationships with peers, supervisors, and U.S. colleagues.

Position Requirements:

• 6-8 years of experience into partnership taxation.
• Qualification: CA, CA Inter, CPA, EA, MBA Finance, M.COM,B.com, BBA
• Knowledge of a broad range of US income tax laws.
• Develop and train new and experienced staff.
• Exercise initiative and sound judgement.
• Responsive to clients.
• Strong writing, Excel modeling, and verbal communication skills.
• Strong analytical, organizational and project management skills.
• Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect).

Job Title: US Tax Supervisor

About the firm:

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.

At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.

Job description & Summary:

Job responsibilities:

Responsibilities Includes, but not limited to:

• Prepare & Review U.S. tax returns viz tax returns for form 1065 Partnerships ( PE / HF / FOF ).
• Able to do tax research independently.
• Interacts, coordinates, and collaborates with all levels of the team to ensure timeliness and effective communication on an engagement.
• Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
• Demonstrates the ability to handle multiple projects, effectively prioritize, manage others, and meet deadlines.
• Exhibits exceptional client relationship management and client service skills.
• Build working relationships with peers, supervisors, and U.S. colleagues.

Position Requirements:

• 6-8 years of experience into partnership taxation.
• Qualification: CA, CA Inter, CPA, EA, MBA Finance, M.COM,B.com, BBA
• Knowledge of a broad range of US income tax laws.
• Develop and train new and experienced staff.
• Exercise initiative and sound judgement.
• Responsive to clients.
• Strong writing, Excel modeling, and verbal communication skills.
• Strong analytical, organizational and project management skills.
• Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect).

Job Title: US Tax Supervisor

About the firm:

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems.

At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, attest and auditing, tax compliance and consulting, business advisory, valuation, litigation support, and other professional work.

Job description & Summary:

Job responsibilities:

Responsibilities Includes, but not limited to:

• Prepare & Review U.S. tax returns viz tax returns for form 1065 Partnerships ( PE / HF / FOF ).
• Able to do tax research independently.
• Interacts, coordinates, and collaborates with all levels of the team to ensure timeliness and effective communication on an engagement.
• Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
• Demonstrates the ability to handle multiple projects, effectively prioritize, manage others, and meet deadlines.
• Exhibits exceptional client relationship management and client service skills.
• Build working relationships with peers, supervisors, and U.S. colleagues.

Position Requirements:

• 6-8 years of experience into partnership taxation.
• Qualification: CA, CA Inter, CPA, EA, MBA Finance, M.COM,B.com, BBA
• Knowledge of a broad range of US income tax laws.
• Develop and train new and experienced staff.
• Exercise initiative and sound judgement.
• Responsive to clients.
• Strong writing, Excel modeling, and verbal communication skills.
• Strong analytical, organizational and project management skills.
• Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect).

About Our Client

A market-leading financial services organization with a diversified portfolio across lending, wealth, and insurance, backed by strong governance and a high-performing leadership team. The company is undergoing rapid digital transformation and is committed to innovation-led growth.

Job Description

Strategic Thinking:
* Act as a strategic advisor/ sounding board for functions and function heads, proactively identify opportunities, risks, and interdependencies across initiatives and provide insights for informed decision-making.
* Ideate and Design workshops to drive expected outcomes for strategic initiatives.
* Partner along with function heads in formulating strategy, OKRs, Balanced Score Card metrics for concerned functions
* Inculcate strategic thinking as a way of working, impactful storyboards and deliverables
Portfolio Leadership:
* Lead the end-to-end portfolio management process, ensuring initiatives are aligned with strategic imperatives, and delivering intended business value/ outcome.
Cross-functional collaboration:
* Foster a culture of collaboration by bringing together multiple functions and ensuring a unified approach toward portfolio priorities.
* Encourage knowledge sharing, and collective problem-solving across teams.
Program Governance, Change Management:
* Deliver high-quality, insightful, and actionable executive reporting on portfolio status, OKRs, Balance Score Card, risks, and outcomes to senior leadership
* Support change management efforts across initiatives, helping the organization navigate through transformation with minimal disruption and maximum engagement.
Job Description - Associate Director Portfolio Management
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* Managing the relationship and communication with business partners and all stakeholders, ensuring the projects/initiatives are delivered to intended outcomes.
Continuous Improvement:
* Identify opportunities to advance portfolio management practices and evolve the function to meet evolving business needs.

The Successful Applicant

Experience, skills
* Graduate from reputed institute, MBA/CA/ BE/B. Tech. from a reputed institute.
* 12+ years of experience in strategy, portfolio management roles.
* Demonstrate ability to lead cross-functional initiatives and manage complex stakeholder environments.
* Strong strategic thinking skills and the ability to connect project-level execution with enterprise-level strategy.
* Proven track record of constructively challenging stakeholders to improve clarity, prioritize efforts, and drive business value.
* Excellent collaboration, communication, and relationship-building skills.
* Strong organizational, problem-solving, and analytical skills.
* PMP, Scrum Master, or other relevant certifications are a plus, but not mandatory.