1. Conduct cold calling and cold emailing to generate corporate leads.
2. Research and extract data for potential clients and business opportunities.
3. Reach out to existing clients through email marketing and calls to regenerate business.
4. Support social media marketing activities to help generate new leads.
5. Identify new sources and channels for business development.
6. Maintain and update lead databases and contact records accurately.
7. Follow up on inquiries and coordinate with internal teams as needed.

Required Skills

1. Good English communication skills
2. Good email communication and etiquette
3. Phone etiquette and confidence in cold calling
4. Basic knowledge of Excel, MS Office, and data management
5. Good research and lead generation skills
6. Ability to work independently and with a team
7. Positive attitude, willingness to learn, and a target-driven mindset

1. Maintain a clean, neat office environment, including common areas and individual workstations.
2. Ensure files and records, both physical and digital, are organized for easy retrieval, confidentiality, and data security.
3. Assist with general office operations such as answering phones, scheduling appointments, preparing forms, ordering and managing office supplies.
4. Coordinate maintenance of equipment like printers and computers.
5. Prepare tea for staff and keep workstations clean and tidy.
6. Provide proactive administrative support to team members and handle miscellaneous tasks.
7. Efficiently pick up and drop off visa documents from clients and vendors.
8. Prepare and submit documents to the relevant authorities and ensure all deadlines and compliance requirements are met.

Requirements

1. Strong organizational skills, attention to detail, and reliability.
2. Basic computer knowledge.
3. Immediate joiners preferred.
4. Only male candidates.

1. Client consultation and coordination on calls and emails.
2. Identify potential clients through various channels such as networking, referrals and cold calling.
3. Develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.
4. Negotiate with clients and close deals to achieve set goals.
5. Stay updated on industry trends, market conditions and market competition.
6. Manage leads, track sales activities, and generate reports for management review.

Required Skills

1. Pursuing or recently completed a degree in Insurance, Finance, BMS, BBA, Commerce or a related field
2. Strong verbal and written communication skills with confidence in client-facing interactions
3. Self-motivated with a target-oriented mindset and ability to work independently
4. Basic understanding of insurance products is a plus but not mandatory — full training provided
5. Proficiency in MS Office and ability to maintain sales trackers

 🕒 Experience: Max 3 Years

📍 Location: Andheri east, Mumbai

💼 Employment Type: Full-Time

Timings: 9 am to 6 pm

Interview mode : 2 Rounds face to face interiews

Job Summary

We are looking for a motivated Inside Sales Executive to drive business growth through lead generation, client engagement, and sales of Cloud and SaaS solutions. The ideal candidate should have prior experience in IT, ITES, Software, SaaS, Cloud, or Technology Solution sales.

Key Responsibilities

Lead Generation & Prospecting

• Identify and research potential customers and business opportunities.
• Engage with inbound and outbound leads through Email, WhatsApp, Online Chat, and Phone calls.
• Qualify prospects and schedule discussions with decision-makers.

Client Engagement

• Present and explain AWS, Microsoft Azure, Google Workspace, and related cloud solutions to prospective clients.
• Build and maintain strong customer relationships.
• Understand customer requirements and recommend suitable solutions.

Sales Pipeline Management

• Manage and track leads through the sales cycle.
• Maintain accurate records of customer interactions in CRM systems.
• Ensure timely follow-ups and lead conversions.

Collaboration

• Work closely with marketing and technical teams to support customer acquisition and retention initiatives.
• Coordinate with implementation teams for smooth project handovers.

Target Achievement

• Achieve monthly and quarterly sales targets.
• Drive New Sales, Renewals, Upselling, Cross-selling, and Customer Retention.
• Contribute to business growth through customer acquisition and relationship management.

Market Intelligence

• Stay updated on industry trends, competitor activities, and cloud technology offerings.
• Develop a strong understanding of AWS, Azure, Google Workspace, and SaaS solutions.

Required Skills & Qualifications

• Bachelor's Degree in Business, Marketing, IT, or a related field.
• 1–2 years of Inside Sales, IT Sales, SaaS Sales, Software Sales, Cloud Sales, or Technology Sales experience.
• Excellent communication, presentation, and negotiation skills.
• Proven ability to achieve sales targets and KPIs.
• Hands-on experience with CRM tools and Microsoft Office.
• Familiarity with AWS, Azure, Google Workspace, Cloud Solutions, or SaaS Products is highly preferred.

Preferred Profile

• Self-motivated and target-driven professional.
• Strong relationship-building and customer engagement skills.
• Ability to work in a fast-paced and growth-oriented environment.

Qualifications

BE in IT or equivalent

Job Description: Data Center Electrical Design Expert (5+ Years of Experience, minimum 2 years in Hyperscale Data Center Design)

Position: Data Center Electrical Design Expert

Location: Mumbai/Navi Mumbai

Department: Data Center Design

Overview:

We are seeking a highly experienced Data Center Electrical Design Expert to join our dynamic team, specializing in the electrical design of hyperscale data centers. The ideal candidate will bring extensive experience (5+ years) in the design and development of large-scale electrical systems in high-demand, high-reliability environments. You will work closely with cross-functional teams to ensure the successful delivery of innovative, energy-efficient, and scalable electrical designs for cutting-edge hyperscale data centers.

Key Responsibilities:

• Electrical Design Leadership:
• Lead the electrical design and engineering efforts for hyperscale data centers, including low voltage (LV) and high voltage (HV) systems, electrical distribution, uninterruptible power supply (UPS) systems, generators, and electrical infrastructure.
• Develop electrical system designs, specifications, and layouts for all electrical components, ensuring full compliance with industry standards, safety regulations, and codes.
• Design power distribution systems, backup power systems, and electrical layouts that are scalable, resilient, and optimized for high-efficiency performance in hyperscale data center environments.

• Collaboration and Coordination:
• Collaborate with architects, structural engineers, mechanical engineers, and other stakeholders to integrate electrical systems into the overall building design.
• Coordinate with internal teams and external vendors to select and procure electrical equipment and materials that meet the project specifications.
• Ensure that designs align with company sustainability goals, including energy efficiency, renewable energy integration, and reduction of environmental impact.

• Project Management and Oversight:
• Lead technical reviews, risk assessments, and troubleshooting efforts throughout the project lifecycle.
• Provide leadership and technical guidance to junior engineers and designers, ensuring high-quality standards are maintained in all work products.
• Support the project management team with cost estimation, resource planning, and timeline management for electrical design and implementation.

• Design Validation and Optimization:
• Conduct detailed electrical load analysis and power system modelling to optimize capacity, efficiency, and redundancy.
• Review and validate electrical systems designs to ensure they meet operational performance requirements, such as uptime, energy efficiency, and scalability.
• Lead testing and commissioning of electrical systems during data center construction and ensure systems are operating as designed.

• Regulatory Compliance and Documentation:
• Ensure compliance with all local, national, and international electrical codes, standards, and regulations (e.g., NEC, IEEE, NFPA, IEC).
• Prepare and maintain detailed design documentation, including drawings, specifications, and reports, for internal review, regulatory approvals, and contractor coordination.
• Stay current on emerging electrical technologies, best practices, and industry trends to continuously improve the design process.
• Risk Management:
• Identify potential risks in electrical system designs and provide mitigation strategies.
• Troubleshoot and resolve electrical system issues during design, construction, and operational phases.

Qualifications:

• Education:
• Bachelor’s degree in electrical engineering, Power Systems, or a related field.

• Experience:
• Minimum of 5 years of experience in electrical design
• Minimum of Two year in designing hyperscale data centers or mission-critical facilities.
• Proven track record of managing complex electrical systems design, implementation, and commissioning for hyperscale data centers.
• Extensive experience with electrical load analysis, power distribution, UPS systems, standby generators, and backup power solutions.
• Expertise in industry codes, standards, and regulations (NEC, NFPA, IEEE, etc.).
• Skills and Competencies:
• Proficient in electrical design software (e.g., AutoCAD, Revit, SKM Power Tools, ETAP, etc.).
• Strong knowledge of power system protection, grounding, and lightning protection systems.
• Familiarity with energy-efficient design principles, including green building practices and renewable energy solutions.
• Excellent problem-solving skills and the ability to think critically in high-pressure situations.
• Strong communication and collaboration skills to interact with internal teams, clients, and external stakeholders.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred Qualifications:

• Experience with mission-critical electrical infrastructure for high-density computing environments.
• Certifications in electrical design or energy management (e.g., LEED, PMP, etc.).

Knowledge of automation and smart grid technologies

JOB TITLE: Sales Manager – Data Center Operators

LOCATION: Mumbai

EXPERIENCE: 6–12 Years

ROLE SUMMARY

We are hiring a Sales Manager to drive business exclusively with Data Center Operators, including colocation, hyperscale, and wholesale data centers. The role focuses on building strong relationships and closing high-value deals in the data center ecosystem.

KEY RESPONSIBILITIES

• Manage and grow relationships with Data Center Operators

• Identify opportunities related to expansions and new builds

• Drive full sales lifecycle including RFPs, negotiations, and closure

• Engage with senior decision-makers and influencers

• Track market trends and competitor activities

• Achieve quarterly and annual sales targets

REQUIRED SKILLS & EXPERIENCE

• Mandatory experience selling to Data Center Operators

• Strong understanding of data center ecosystem

• Proven ability to close large and consultative deals

• Excellent communication and negotiation skills

PREFERRED BACKGROUND

• Data Centers / Colocation / Hyperscale

• IT Infrastructure / Power / Cooling / Connectivity

Manager — Banking Relationships & Payment Commercials

Job Title Manager — Banking Relationships & Payment Commercials

Department Finance & Accounts (Treasury)

Job Location Mumbai (Head Office)

Experience 8+ years, mandatory banking / payments background

Key Responsibilities:

Banking Relationship Management

• Act as the group's single point of contact and owner of all banking partner relationships across Etrav Tech and Eagle Crest.

• Build and maintain strong, healthy, long-term relationships with relationship managers, product heads, and senior banking stakeholders.

• Conduct regular business reviews with each bank, manage escalations, and ensure consistent service quality and responsiveness.

• Map the banking ecosystem, maintain a diversified panel of partners, and identify and onboard new banking partners where they deliver better terms or capability.

Corporate Credit Cards

• Own and manage all corporate credit card programs across the group, including issuance, limits, controls, and lifecycle management.

• Negotiate best-in-market card commercials: cashback and reward rates, credit limits, interest-free / float periods, fee waivers, and airline / category-specific benefits.

• Optimize card spend routing across issuers to maximize cashback yield and free-credit float on airline and supplier payments.

• Coordinate with the Finance team on accurate reconciliation of card spends, cashback, and reward realization.

Payment Gateway & POS Commercials

• Own commercial relationships with payment gateways, aggregators, and POS / terminal providers used for agent and customer collections.

• Negotiate the lowest achievable MDR, transaction fees, setup, and maintenance charges, and renegotiate as volumes grow.

• Benchmark payment gateway and POS commercials continuously against the market across cards, UPI, net banking, and wallets.

• Manage settlement cycles (e.g. T+1), chargeback terms, success-rate optimization, and reconciliation support, and evaluate / onboard new providers where beneficial.

Overall Banking & Forex Commercials

• Negotiate all banking commercials: current account terms, transaction banking and cash-management charges, NEFT / RTGS / IMPS fees, and BG / LC pricing.

• Negotiate competitive forex spreads, remittance charges, and cross-border payment commercials supporting Eagle Crest's overseas DMC operations.

• Negotiate and manage credit lines, working-capital, and overdraft facilities on the best available rates, limits, and terms.

• Optimize float, idle balances, and liquidity arrangements (sweeps / auto sweeps) to improve working-capital efficiency.

Market Intelligence & Benchmarking

• Maintain a live, documented benchmark of the best commercials available in the market across banks, gateways, and card issuers.

• Track new banking and payment products, schemes, network changes, and RBI / regulatory developments that affect commercials.

• Proactively bring cost-saving and revenue-enhancing proposals to the Managing Director with clear commercial business cases.

Compliance & Governance

• Ensure all banking and payment arrangements remain compliant with RBI guidelines, FEMA (for forex / cross-border), KYC norms, and PCI-DSS where applicable.

• Maintain complete and current documentation of every agreement, commercial term, amendment, and renewal.

• Coordinate with Finance and internal audit to ensure all negotiated commercials are correctly applied, billed, and reconciled.

Key Performance Indicators

• Blended Payment Cost: Reduce blended MDR plus gateway / POS processing cost as a percentage of payment throughput against a defined baseline, reviewed monthly.

• Corporate Card Yield: Maximize total card value realized — cashback, rewards, and free-credit float — as a percentage of corporate card spend.

• Commercial Benchmarking: Maintain 100% of banking, card, and payment commercials at or better than the prevailing market benchmark, validated through quarterly benchmarking reviews.

• Relationship Health: Maintain active, healthy relationships with all partner banks and resolve service escalations within agreed SLAs, with no unresolved relationship breakdowns.

• Forex & Remittance Cost: Reduce the average forex spread and remittance cost on Eagle Crest cross-border DMC payments against baseline.

• Working-Capital & Facility Terms: Secure best-available interest rates, limits, and terms on credit lines and working-capital facilities, and improve float days.

• New / Renegotiated Deals: Deliver a target number of new partner onboardings and volume-based renegotiations each year that improve commercials.

• Compliance & Documentation: Maintain 100% compliant and fully documented banking arrangements with zero regulatory or documentation lapses.

Required Qualifications:

Education

• Bachelor's degree in Commerce, Finance, or Business Administration.

• MBA in Finance or equivalent post-graduate qualification preferred.

Mandatory Banking Background

• 8+ years of experience in banking, payments, or cards, with a strong, demonstrable track record in

commercial negotiation and relationship management.

• Direct experience within a bank, payment gateway, card network, or fintech — for example in

corporate / transaction banking, merchant acquiring, cards, or relationship management — is

mandatory.

• Proven experience negotiating MDR, corporate card programs, payment gateway / POS

commercials, forex spreads, and credit facilities.

Domain Knowledge

• Deep understanding of how banks and payment providers price cards, MDR / interchange,

transaction banking, forex, and credit — i.e. knowing where the real negotiating room sits.

• Strong working knowledge of the payments ecosystem: issuers, acquirers, networks (Visa /

Mastercard / RuPay / UPI), aggregators, and settlement mechanics.

• Familiarity with RBI guidelines, FEMA (cross-border / forex), and PCI-DSS principles relevant to

payments.

Technical Skills:

• Advanced Microsoft Excel and commercial modeling — able to build clear cost-benefit and like-for-

like commercial comparisons.

• Comfort with corporate / net-banking portals, card-management platforms, and payment-gateway

/ POS dashboards.

Preferred Qualifications

• Exposure to the travel, e-commerce, or other high-volume transaction industries.

• An existing network of relationships with major banks and payment providers in India.

• Experience with cross-border / multi-currency payments, directly relevant to DMC operations.

• Experience with corporate card and expense / spend-management platforms.

• Prior experience working with internal audit and implementing commercial controls and documentation frameworks.

Job Title: Finance Head — Airlines

Experience 10+ years (6+ years in finance leadership)

Role Overview

The Finance Head for Airlines is a critical strategic finance leadership role responsible for managing the

complete financial operations of the airline business vertical within Etrav Tech Ltd. This position

oversees all aspects of airline ticketing financial management including payables to airlines and Global

Distribution System (GDS) partners, receivables from travel agents, full account reconciliation across

multiple revenue streams, GST and TDS compliance, and comprehensive monthly Profit & Loss

reporting. You will manage and mentor a finance team responsible for delivering accurate, timely

financial reporting and strategic insights that drive profitability and agent satisfaction across the airline

distribution network.

Key Responsibilities

• Develop and implement comprehensive financial strategies for the airline business vertical aligned

with company growth targets and profitability objectives.

• Negotiate payment terms with airline partners and GDS providers to optimize working capital and

improve margins while maintaining strong relationships.

• Work with the Managing Director to set financial targets, forecast airline business performance,

and identify strategic growth opportunities within the airline ticketing segment.

• Build and mentor a high-performing finance team capable of managing increasing transaction

volumes, implementing automation, and maintaining accuracy at scale.

Operational

• Manage complete payables processes including invoice receipt, verification, approval workflows,

and timely payment to airlines and GDS partners while maintaining compliance.

• Oversee receivables management — ensuring accurate invoicing to travel agents, follow-up on

outstanding payments, and minimizing Days Sales Outstanding while maintaining agent

relationships.

• Execute full account reconciliation including GST reconciliation, TDS reconciliation, agent

settlement statements, and airline commission verification on a monthly basis.

• Maintain internally audited monthly Profit & Loss statements for the airline business reflecting

accurate revenue, cost of goods sold, commissions, and operating expenses.

• Implement and monitor monthly financial close procedures ensuring accuracy and timeliness

across all transaction types and agent segments.

• Coordinate with travel agents and airline partners to resolve billing

growth trajectory and significant impact on company performance.

Minimum Experience

• 10+ years of experience in finance roles, with a minimum of 6 years in a leadership or supervisory

capacity managing finance teams.

• Minimum 5 years of experience in B2B travel industry finance, airline industry finance, or similar

high-volume transaction-based financial environments.

• Demonstrated experience managing full-cycle accounting including payables, receivables,

reconciliation, and financial reporting in the travel or airline sector.

Job Title: Head of DMC Operations – B2B Holidays

Department: Operations – DMC

Location: Mumbai

Reporting To: Director

About Eagle Crest Holidays

Eagle Crest Holidays is a leading B2B destination management specialist delivering

curated FIT and group travel solutions to travel partners. With a strong focus on service

reliability, supplier excellence, and seamless on-ground execution, we enable our

partners to scale their holiday business with confidence.

Role Overview

The Head of DMC Operations will lead and own the entire operations function across

destinations, ensuring scalable, efficient, and high-quality delivery of all B2B holiday

services. This role goes beyond execution — it requires strategic leadership in process

excellence, supplier ecosystem development, team building, and service innovation.

The incumbent will be responsible for driving operational efficiency, improving partner

experience, optimizing costs, and building a future-ready operations framework to

support business growth.

Key Responsibilities

1. Strategic Leadership & Operations Ownership

• Own end-to-end DMC operations across FIT, GIT, and series departures globally.

• Define and execute the operations strategy aligned with business growth targets.

• Build scalable systems and processes to support multi-destination expansion.

• Act as the central decision-maker for all operational escalations and risk

management.

2. Team Leadership & Capability Building

• Lead, structure, and scale the operations team across geographies and

destinations.

• Hire, mentor, and develop second-line leadership (team leads, assistant

managers).

• Drive a high-performance, accountability-driven culture with clear KPIs.

• Ensure continuous training on destinations, systems, and service excellence.

3. Service Excellence & Customer Experience

• Define service standards and ensure consistent delivery across all bookings.

• Own key B2B partner experience and satisfaction metrics (CSAT, repeat

business).

• Oversee handling of high-impact escalations and critical live tour issues.

• Build proactive service recovery frameworks to enhance partner trust.

4. Supplier Strategy & Ecosystem Management

• Develop and strengthen strategic relationships with global DMC partners, hotels,

transporters, and ground handlers.

• Collaborate with contracting/product teams to optimize rates, allocations, and

availability.

• Establish supplier performance frameworks, SLAs, and quality benchmarks.

• Drive cost optimization without compromising service quality.

5. Process Excellence, Automation & SOP Governance

• Design, implement, and continuously improve SOPs across the operations

lifecycle.

• Drive automation and digitization through CRM, B2B platforms, and workflow

tools.

• Reduce manual errors, improve turnaround times, and enhance operational

efficiency.

• Standardize operations across destinations for consistency and scalability.

6. Commercial & Financial Oversight

• Partner with finance and product teams on margins, cost controls, and

profitability.

• Oversee dispute resolution related to cancellations, refunds, and supplier

claims.

• Monitor operational costs, leakages, and inefficiencies.

• Contribute to pricing strategy through operational insights.

7. Cross-Functional Collaboration

• Work closely with B2B sales to improve conversion through operational

confidence.

• Align with product and contracting teams on destination readiness and supply

gaps.

• Support business expansion into new destinations with operational feasibility

inputs.

8. MIS, Analytics & Governance

• Drive data-led decision-making through detailed MIS and dashboards.

• Monitor KPIs such as TAT, booking accuracy, issue rates, cost per booking, and

partner satisfaction.

• Identify trends, risks, and improvement opportunities proactively.

• Present periodic reviews to leadership with actionable insights.

Skills & Competencies

• Strong leadership with strategic and execution balance

• Deep understanding of global DMC operations and supplier ecosystems

• Excellent problem-solving and crisis management ability

• Commercial acumen with cost and margin awareness

• High process orientation with a focus on scalability and automation

• Strong stakeholder management across internal and external teams

Qualifications & Experience

• Graduate in Tourism, Hospitality, or related field (MBA preferred)

• 8–15 years of experience in DMC / tour operations

• Minimum 3–5 years in a leadership role managing large operations teams

• Strong experience in B2B outbound/inbound operations with Indian travel agents

• Proven track record of scaling operations and improving service metrics

What Eagle Crest Holidays Offers

• Leadership ownership of a growing DMC business

• Opportunity to build and scale multi-destination operations

• High visibility role working closely with senior leadership

• Fast-track growth into regional or business leadership roles

Job Title: Senior Executive Ticketing Operations–

Travel Consultant

Industry: Travel & Tourism only

Experience: 2–4 Years

Location: Malad, Mumbai (Work from Office)

Job Description:

We are hiring a Ticketing Operations (Travel Consultant) with hands-on experience in

flight bookings, reissues, refunds, and fare rules. The role requires strong knowledge of

GDS systems and airline procedures, supporting both B2B and B2C ticketing

operations.

Key Responsibilities:

• Handle group booking requests from B2B partners (travel agents, corporates,

etc.)

• Provide best fare quotes, negotiate group rates with airlines

• Issue tickets, handle reissuance, cancellations, and refunds

• Coordinate with airline representatives for seat blocks, PNRs, and confirmations

• Manage end-to-end group travel itineraries, including pre- and post-sales

support

• Maintain relationships with airline partners and B2B clients

• Keep updated with airline policies, group fare trends, and industry regulations

• Generate and share reports on group booking performance and pipeline

Required Skills & Qualifications:

• 2–3 years of experience in travel consulting with focus on group bookings (B2B)

• 2 -3 years of hands-on experience of GDS systems -Amadeus, Galileo, Sabre

• Excellent communication and negotiation skills

• Ability to handle multiple group requests and tight deadlines

• Strong attention to detail and customer service orientation

1.Conduct employee induction and support employee engagement activities.

2.Handle recruitment activities including screening, coordination, and onboarding

3.Carrying out induction program for new joiners.

4.On board joining documentation and formalities.

5.Prepare and issue HR letters such as Offer Letters, Appointment Letters,

Service,Bonds, and Confirmation Letters.

6.Handling the recruitment MIS

Position: Yardi Functional Consultant

Location: Mumbai, India

Experience: 3–5 Years

Employment Type: Full-Time

Shift: Flexible to work in Global Shifts (US/EMEA/APAC)

About us

techsofya is a trusted partner in real estate technology solutions, helping organizations optimize operations through effective use of Yardi software and modern IT solutions. As a Great Place to Work Certified organization, we foster a collaborative, growth-oriented environment where innovation, ownership, and continuous learning thrive.

We are looking for passionate Yardi professionals who enjoy solving client challenges, delivering exceptional support, and working in a dynamic global environment.

Role Overview

As a Yardi Functional Consultant, you will serve as a trusted advisor to clients, providing functional support, troubleshooting, business process guidance, and solution recommendations across various Yardi modules. You will work closely with global clients, understand their business requirements, resolve issues, and help maximize the value of their Yardi investment.

Key Responsibilities

Client Support & Advisory

• Provide functional support to Yardi clients across Residential, Commercial, and Retail property management operations.
• Analyze client issues, troubleshoot problems, and provide timely resolutions.
• Act as the primary point of contact for assigned clients and maintain strong client relationships.
• Understand client business processes and recommend best practices within Yardi.

Helpdesk & Ticket Management

• Manage support tickets through helpdesk systems and ensure SLA compliance.
• Prioritize incidents, service requests, enhancements, and change requests.
• Perform root cause analysis and document resolutions.
• Escalate complex issues appropriately while maintaining ownership until closure.

Functional Consulting

• Gather and analyze business requirements from clients.
• Configure and support Yardi modules based on business needs.
• Conduct gap analysis and recommend process improvements.
• Assist clients with system optimization and adoption initiatives.

User Training & Documentation

• Conduct user training sessions and knowledge-sharing workshops.
• Prepare user guides, SOPs, process documents, and solution documentation.
• Support User Acceptance Testing (UAT) and deployment activities.

Collaboration

• Work closely with technical consultants, project managers, and client stakeholders.
• Coordinate with global teams to ensure seamless service delivery.
• Participate in continuous improvement and process automation initiatives.

Required Skills & Experience

Functional Expertise

• 3–5 years of experience working with Yardi applications.
• Strong understanding of:
• Residential Property Management
• Commercial Property Management
• Retail Property Management
• Experience supporting property management operations, leasing, tenant management, maintenance, and financial processes.

Support Experience

• Experience in client-facing support roles.
• Strong helpdesk/ticketing support experience.
• Ability to troubleshoot and resolve functional issues independently.
• Experience working within defined SLAs and support frameworks.

Communication Skills

• Excellent verbal and written English communication.
• Ability to interact confidently with international clients and senior stakeholders.
• Strong presentation and documentation skills.

Technical Awareness

• Understanding of Yardi Voyager workflows and configurations.
• Familiarity with SQL, reporting tools, Power BI, or Yardi Reporting is an advantage.
• Exposure to Yardi ancillary products is desirable.

Preferred Qualifications

• Experience with Yardi Voyager modules.
• Exposure to Yardi Elevate, VendorCafe, CommercialCafe, ResidentialCafe, Maintenance IQ, or related products.
• Understanding of real estate accounting and property management processes.
• Experience supporting clients in North America, EMEA, or APAC regions.

What We Are Looking For

✔ Client-first mindset

✔ Strong problem-solving skills

✔ Ownership and accountability

✔ Ability to work independently and collaboratively

✔ Adaptability to a fast-paced consulting environment

✔ Willingness to work in rotational/global shifts

Why Join Us?

• Work with leading global real estate organizations.
• Exposure to cutting-edge PropTech, AI, and Business Intelligence solutions.
• Accelerated learning and career growth opportunities.
• Collaborative and innovation-driven culture.
• Opportunity to become a trusted Yardi domain expert.

If you are passionate about Yardi, client success, and solving real-world business challenges, we'd love to hear from you.

Job Title: Assistant Manager – Corporate Finance & Banking 

Experience: 6 months -1 Year

Location: Mumbai

Employment Type: Full-Time

Role Overview

We are looking for a detail-oriented and proactive Assistant Manager – Corporate Finance & Banking to support banking transactions, financial analysis, MIS reporting, loan documentation, compliance, and client coordination.

The candidate will coordinate with banks, clients, CA firms, legal teams, and other stakeholders to ensure timely completion of banking and finance-related activities, including working capital management, loan processing, financial reporting, and regulatory compliance.

Key Responsibilities

1. Banking & Finance Coordination

• Coordinate with banks regarding working capital facilities, term loans, Bank Guarantees (BG), Letters of Credit (LC), Cash Credit (CC), and Overdraft (OD).
• Maintain bank-wise records of sanctioned limits, outstanding balances, utilization, and available limits.
• Follow up with banks for sanction letters, disbursements, renewals, and pending documentation.
• Assist in preparing funding requirements and coordinating with banks.

2. Financial Analysis & CMA

• Assist in preparing CMA data, financial projections, and project reports.
• Analyse financial statements, including Profit & Loss accounts, Balance Sheets, and Cash Flow statements.
• Prepare financial ratios and supporting information for banks.
• Respond to routine bank queries in coordination with the senior team.

3. MIS & Financial Reporting

• Prepare daily funding summaries based on financial data received from clients.
• Maintain bank-wise funding, utilization, outstanding, and Rate of Interest (ROI) statements.
• Track renewal dates, stock audit dates, and other important banking deadlines.
• Ensure accuracy and timely submission of MIS reports.

4. Documentation & Banking Compliance

• Coordinate with banks and clients for loan documentation, security documentation, and execution formalities.
• Collect, verify, and submit required financial and supporting documents to banks.
• Track pending documentation, Paripassu requirements, valuations, TSR, ROC charges, and other security-related requirements.
• Maintain trackers for sanction conditions and compliance requirements.
• Prepare basic documentation and drafts when required, under senior guidance.
• Coordinate with clients, CAs, legal teams, and banks to close pending requirements.

5. RBI Compliance & Banking Requirements

• Coordinate the collection and submission of routine RBI and bank compliance-related information.
• Maintain a basic working knowledge of Annexure I, Annexure III, UFCE (Unhedged Foreign Currency Exposure), stock statements, and related banking compliance requirements.
• Guide clients regarding the documents and information required for routine compliance.
• Track compliance deadlines and ensure timely submission of required information.

6. Client & Stakeholder Coordination

• Collect financial and operational information from clients.
• Coordinate with client accounts and finance teams for financial statements, bank statements, stock statements, and other documents.
• Handle routine client queries and follow-ups related to banking and finance.
• Provide basic guidance on documentation requirements and escalate complex credit, legal, or technical matters to senior management.
• Maintain professional communication with clients, banks, and other stakeholders.

7. Data Management & Reconciliation

• Maintain accurate and updated Excel trackers for banking and financial information.
• Reconcile bank-wise sanctioned limits, outstanding balances, and utilization figures.
• Maintain organized client records and financial documentation.
• Ensure data accuracy, confidentiality, and timely updates.

Required Skills & Competencies

• Good knowledge of MS Excel and MS Word.
• Understanding of accounting principles, financial statements, banking, and treasury operations.
• Knowledge of banking products and working capital facilities, including CC, OD, BG, and LC.
• Basic knowledge of CMA preparation, financial projections, and financial analysis.
• Familiarity with banking documentation and RBI compliance requirements.
• Strong numerical, analytical, and problem-solving skills.
• Excellent communication, coordination, and follow-up skills.
• Attention to detail and the ability to manage multiple tasks within deadlines.

Preferred Qualifications & Experience

• B.Com / M.Com / MBA in Finance / CA Inter / CMA Inter or an equivalent finance qualification.
• Minimum 6 months of relevant experience in banking, corporate finance, accounting, NBFCs, CA firms, or financial consultancy.
• Candidates with experience in bank coordination, working capital facilities, loan processing, CMA data, and financial MIS will be preferred.

Key Performance Indicators (KPIs)

• Timely and accurate preparation of banking and finance MIS.
• Accuracy of financial data, utilization statements, and reconciliation.
• Timely submission of documents and compliance-related information to banks.
• Effective follow-up and closure of pending banking requirements.
• Accuracy of sanctioned limit and utilization tracking.
• Timely completion of CMA data and financial analysis.
• Effective coordination with clients, banks, and internal stakeholders.

Reporting Structure: The selected candidate will report to the Manager / Senior Manager – Corporate Finance & Banking.