Subject Matter Expert - Credit Analyst
  • 8 To 10

  •  Any UG/PG

  • Greetings from PPTS ! We’re Hiring: Subject Matter Expert (SME) – Credit Analyst we are looking for a highly experienced Credit Analyst SME to support our Financial Services vertical and drive domain excellence in credit risk and lending solutions. Location: Coimbatore, Tamil Nadu Experience Required: 8+ Years Domain: Banking / NBFC / FinTech / Financial Services Role Overview: As a Subject Matter Expert in Credit Analysis, you will play a critical role in aligning business requirements with IT solutions, supporting client consulting, and strengthening our financial services delivery capabilities. 🎯 Key Responsibilities: βœ” Provide end-to-end expertise in credit underwriting & risk assessment βœ” Translate credit business requirements into functional IT specifications βœ” Support pre-sales, RFP/RFI responses & client workshops βœ” Review credit scoring models & risk methodologies βœ” Guide automation initiatives in credit evaluation workflows βœ” Train and mentor internal teams on credit domain practices 🧠 Required Expertise: Strong background in Credit Risk Assessment & Financial Statement Analysis Experience in lending operations (Banking/NBFC preferred) Knowledge of underwriting frameworks & scoring models Exposure to risk management systems and credit automation tools Strong analytical, stakeholder management & presentation skills Any Degree with good communication skills. Regards HRD

Business Development Manager
  • 5 To 10

  •  Any UG/PG

  • About PPTS Solutions PPTS Solutions is a technology solutions company specializing in Odoo ERP Implementation, AI Solutions, Custom Software Development, Mobile Application Development, Cybersecurity, IT Infrastructure Services, and Digital Marketing. We are looking for a dynamic Business Development Manager to drive revenue growth and expand our client base across domestic and international markets. Key Responsibilities: Identify, generate, and qualify new business opportunities through cold calling, email campaigns, LinkedIn outreach, networking, and referrals. Develop and execute strategic business development plans to achieve sales targets. Generate leads for Odoo ERP, Custom Software Development, Mobile Applications, AI Solutions, Cybersecurity, IT Infrastructure, and Digital Marketing services. Build and maintain strong relationships with prospective and existing clients. Understand customer requirements and coordinate with technical teams to provide suitable solutions. Conduct client meetings, presentations, product demonstrations, and proposal discussions. Prepare and negotiate commercial proposals, contracts, and service agreements. Manage the complete sales cycle from lead generation to closure. Maintain accurate sales pipeline and forecast reports in CRM. Participate in industry events, exhibitions, webinars, and networking activities. Collaborate with marketing and delivery teams to ensure customer satisfaction and repeat business. Required Skills: Strong experience in IT Services Sales, Software Sales, ERP Sales, or Technology Consulting Sales. Excellent communication, presentation, and negotiation skills. Experience in lead generation through LinkedIn Sales Navigator, email campaigns, and cold calling. Understanding of software development lifecycle and IT services. Ability to work independently and achieve revenue targets. Strong relationship-building and client management skills. Experience in handling domestic and international clients is preferred. Preferred Qualifications: Bachelor's Degree in Business Administration, Marketing, Engineering, or a related field. MBA (Marketing/Business Development) preferred. Experience in selling ERP solutions, SaaS products, or IT services will be an added advantage. Key Performance Indicators (KPIs) Monthly qualified leads generated. Client meetings and proposal submissions. Revenue generated and target achievement. Conversion ratio from leads to closures. Customer retention and repeat business. Compensation & Benefits Attractive salary with performance-based incentives. Career growth opportunities. Professional development and training programs. Exposure to international clients and projects.

Team Leader - Credit Analyst
  • 8 To 10

  •  Any UG/PG

  • Team Leader – Credit Research & Company Profiling Greetings from PPTS Position Summary We are seeking an experienced and detail-oriented Team Leader – Credit Research & Company Profiling to lead a team of analysts responsible for conducting comprehensive business research, credit assessments, and risk analysis for global clients. The ideal candidate will possess strong leadership capabilities, excellent analytical skills, and extensive experience in financial and company due diligence. The Team Leader will oversee daily operations, ensure high-quality report delivery, mentor team members, and maintain compliance with internal quality standards and client requirements. Key Responsibilities Team Leadership & Management ο‚· Lead, supervise, and mentor a team of Credit Research Analysts. ο‚· Allocate workloads and manage team productivity to ensure timely project completion. ο‚· Conduct regular performance reviews, coaching sessions, and skill development initiatives. ο‚· Foster a culture of quality, accountability, and continuous improvement. ο‚· Monitor team KPIs and implement corrective actions where required. Credit Research & Company Profiling ο‚· Oversee detailed company profiling and credit research using public and subscription-based databases. ο‚· Review financial statements, business operations, ownership structures, management profiles, and industry performance. ο‚· Analyze creditworthiness, financial stability, and potential business risks. ο‚· Evaluate risk indicators including legal, operational, financial, and compliance-related concerns. ο‚· Ensure accurate interpretation of financial ratios, trends, and business performance metrics. Verification & Due Diligence ο‚· Guide the team in conducting company verification through: o MCA (Ministry of Corporate Affairs) o GST Portals o IEC (Import Export Code) Databases o International Company Registries o Regulatory and Compliance Sources ο‚· Validate ownership structures, registration details, and operational legitimacy. ο‚· Ensure adherence to established due diligence procedures and verification protocols. Report Quality & Delivery Management ο‚· Review and approve structured credit assessment reports before client delivery. ο‚· Ensure reports meet client-specific guidelines and quality standards. ο‚· Maintain high levels of accuracy, consistency, and documentation quality. ο‚· Implement quality control measures to minimize errors and improve report effectiveness. ο‚· Drive continuous improvements in reporting methodologies and research processes. Stakeholder Coordination ο‚· Collaborate with Quality Assurance, Operations, and Delivery teams to ensure seamless workflow management. ο‚· Act as the primary escalation point for complex research and credit assessment cases. ο‚· Support client queries, audits, and special projects as required. ο‚· Coordinate with management on resource planning, process enhancements, and performance reporting. Process Improvement & Compliance ο‚· Identify opportunities for automation and process optimization. ο‚· Ensure compliance with company policies, industry regulations, and client requirements. ο‚· Maintain updated knowledge of financial analysis techniques, credit risk methodologies, and regulatory changes. ο‚· Develop and implement best practices across the research and reporting functions. Required Qualifications ο‚· Bachelor's Degree in Commerce, Finance, Accounting, Economics, Business Administration, or a related field. ο‚· Master's Degree / MBA (Finance) preferred. ο‚· Professional certifications such as CFA, FRM, CA Inter, CMA, or equivalent are an added advantage. Experience Requirements ο‚· 8 + years of experience in Credit Research, Financial Analysis, Business Research, Due Diligence, or Risk Assessment. ο‚· Minimum 2–3 years of team handling or supervisory experience. ο‚· Experience working with international company verification and credit assessment projects preferred. Technical Skills ο‚· Financial Statement Analysis ο‚· Credit Risk Assessment ο‚· Business Due Diligence ο‚· Company Profiling & Verification ο‚· Financial Ratio Analysis ο‚· Risk Identification & Evaluation ο‚· Advanced Excel and Data Analysis ο‚· Report Writing & Documentation Leadership Skills ο‚· Team Management ο‚· Performance Coaching ο‚· Quality Control ο‚· Problem Solving ο‚· Decision Making ο‚· Stakeholder Management ο‚· Process Improvement Soft Skills ο‚· Strong Analytical Thinking ο‚· Excellent Written & Verbal Communication ο‚· Attention to Detail ο‚· Time Management ο‚· Organizational Skills ο‚· Client-Focused Approach Key Performance Indicators (KPIs) ο‚· Report Accuracy & Quality Score ο‚· Turnaround Time (TAT) Adherence ο‚· Team Productivity Metrics ο‚· Client Satisfaction Levels ο‚· Error Reduction Rate ο‚· Team Development & Retention ο‚· Compliance and Quality Audit Scores Best Wishes HRD