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5.0 - 7.0 years
4 - 5 Lacs
Chennai
Work from Office
JOB TITLE - Accounts Manager Oversee and manage all financial aspects of the company, ensuring the accuracy, integrity and timely reporting of financial data. LOCATION - Chennai KEY RESPONSILBILITIES Financial Management & Reporting Oversee and Manage all general accounting Functions Ensure month end closing and posting of month-end accruals/provisions as per timelines to maintain the books of accounts and verify correctness of entries. Ensure accurate & Timely monthly, quarterly & year end financial close & reporting Prepare & present Financial Reports to the management team & BOD Any other items as may be delegated by management and Assist and mentor executives in order to ensure that business objectives are met. Budgeting & Forecasting Lead the annual budgeting process, collaborating with all departments to ensure comprehensive and realistic budgets Develop and maintain rolling forecasts, providing insights and recommendations for financial performance improvement Cash Flow & Treasury Management Monitor & Manage Cash Flow to ensure adequate liquidity for operations Oversee treasury functions including cash management, banking relationships and financial risk management Compliance & Audits Ensure compliance with statutory and regulatory requirements, including Taxation, GST, RBI, Auditing and financial reporting standards Assist in statutory audit and tax audit EDUCATION Any Post Graduate / Graduate with 5-7 years of experience in Accounts Background Interested Candidates can share their resume to the mail hr@dugar.co.in or WhatsApp to 9092807676 KOMAL AGARWAL HR OFFICER
Posted 3 weeks ago
2.0 - 10.0 years
3 - 5 Lacs
Delhi, India
On-site
Urgent opening in Life Insurance - Business Development Manager Location - Barahkhamba Only Female can apply Package Range - upto 5.6 Lpa + Inc. Number of openings - 6 only ANY BFSI SALES / Agency / APC / Broking sales exp. holder can appl y Roles & Responsibilities: To recruit good quality prospective insurance advisors / agents and ensure that they are acquiring IRDA licensing to achieve the sales target set by the company. Motivating the advisors / agents to achieve the sales target set by the company. Provide on the job training and manage & monitor performance of the advisors / agents on financial planning with the clients / customers Update knowledge about financial markets and latest trends in life insurance industry. Conduct advisor / agent engagement activities during the week to motivate and train advisors / agent Conduct rewards and recognition program for advisors / agents monthly, Quarterly and Annually. Motivate advisors to visit the branch and create branch engagement, visiting advisors at home / office to do prospecting and there by initiating the client meeting. Relationship management with stake holders. Maintain persistence for the policies procured by the team of advisors/ agents to achieve overall profitability of the team. Providing proper customer service and assist agents / advisors / clients / customers in claim settlement What we're Looking: Must have minimum 1 year of experience with current organisation or earned 20% to 25% incentive in current organisation (If from BFSI Sector). Must have minimum 2 to 3 years of experience Should be local and have good network & reference for agency/advisor Recruitment Own vehicle is mandatory We are not hiring un-employed candidates. We can hire from BFSI, Insurance, Field Sales, Network Sales, Real estate, Medical Representative background candidates. Age - Maximum 35 Yrs No Poach Companies - HDFC Bank, HDB Financial Services, Axis Bank, TATA AIA Life Insurance (HDFC Channel), HDFC Life (HDFC Channel), Policy Bazar Interested one share their resume at 9871885026 from Damita HR team
Posted 3 weeks ago
0.0 - 5.0 years
1 - 6 Lacs
Jaipur
Work from Office
Selling and managing home loans, typically focusing on acquiring customers and ensuring smooth loan processing. Responsibilities include lead generation, client interaction, loan product education, application processing, and achieving sales targets.
Posted 3 weeks ago
2.0 - 7.0 years
2 - 4 Lacs
Ahmedabad, Surat, Vadodara
Work from Office
Responsibilities: Build strong client relationships and drive insurance sales Understand financial needs and offer suitable life insurance plans Act as RM/AM to ensure client satisfaction Generate leads via local contacts, referrals, and fieldwork Required Candidate profile 2+ years of experience in field sales Bachelor’s degree in any stream Having Good Local network and Own vehicle Good Communication and presentation skill Call : 84888 33693 | Shraddha Perks and benefits Speedy Growth Attractive incentive structure
Posted 3 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
Kochi, Kannur, Kottayam
Work from Office
Post : Home Loan Officer Meet new people every day and explain home loan benefits Coordinate with lenders to get fast approvals Work on the ground at housing sites and local markets Enjoy fixed pay plus unlimited incentives Required Candidate profile • 12th Pass OR Graduation • Must have 1 YRS of experience in Home Loan / Mortgage Loan / Loan Against Property • Good Communication skills • Contact : 74909 71634 HR Mahek Perks and benefits Incentive + PF + Mobile with Several
Posted 4 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
Beawar, Ajmer, Jaipur
Work from Office
Post : Senior Relationship Manager • Recruit Team • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate Call OR WhatsApp : 90991 10239 HR Nikul Perks and benefits Incentives, Performance Bonuses, Career Growth
Posted 4 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Udaipur, Bikaner, Jodhpur
Work from Office
Post : Business Development Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 1 year of experiencein Sales / Banking / Finance / insurance sector • Good Communication skills • For more info. Call on : 78619 85887 HR Janak Perks and benefits Incentive + PF + Mobile with Several allowances
Posted 4 weeks ago
3.0 - 6.0 years
1 - 2 Lacs
Maharashtra
Work from Office
We are looking for a highly skilled and experienced Branch Relationship Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 3-6 years of experience in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and expand the customer base. Provide excellent customer service and resolve customer complaints promptly. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of customer needs and preferences. Job Requirements Strong knowledge of the BFSI industry and its regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is preferred. Ability to build and maintain strong relationships with customers and colleagues.
Posted 4 weeks ago
12.0 - 22.0 years
15 - 25 Lacs
Chandigarh, Jaipur, Mumbai (All Areas)
Work from Office
Role Description This is a full-time, on-site role for a DST Channel Head based in Mumbai. The DST Channel Head will be responsible for overseeing the channel sales operations, managing relationships with channel partners, and developing sales strategies. Day-to-day tasks include analyzing sales data, managing and leading a team, and implementing tactics to meet sales targets. The role also involves coordinating with other departments to ensure efficient workflow and customer satisfaction. Qualifications Experience in Channel Sales and working with Channel Partners Strong Analytical Skills to interpret sales data and market trends Proven Team Management and leadership capabilities Excellent Sales skills with a focus on meeting targets and driving growth Good communication and interpersonal skills Ability to work on-site in Mumbai Bachelor's degree in Business, Marketing, or a related field Experience in the financial or real estate industry is a plus
Posted 4 weeks ago
5.0 - 10.0 years
16 - 20 Lacs
Gurugram
Work from Office
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. Qualification: Chartered Accountant As a Manager/ Senior Manager you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The tasks, roles and responsibilities pertaining to the job role will include the following: Handling complex advisory and compliance engagements such as Regulatory/Tax structuring and re-structuring of funds, companies, LLPs, trusts etc., Advisory and Litigation support pertaining to Income-tax laws and rules framed therein, SEBI regulations (covering broking, mutual funds, distributors, investment advisors, private equity, venture capital), Companies Act and rules framed therein, FEMA, Non-Banking Financial Companies (NBFC) regulations, Mutual Fund (MF) regulations, banking regulations, Insurance regulations, Service tax laws, rules framed therein, Handling structures / transactions involving GIFT City IFSC, Preparing application for and obtaining Foreign Investment Promotion Board (FIPB) approvals for foreign direct investments, assisting in obtaining foreign portfolio investor. Mutual Fund rules regulations, regulations governing Real Estate Infrastructure Trusts, Infrastructure investments trusts, Research analysts regulations, Alternate Investment Funds regulations, Periodical uploading of TDS returns, preparation and uploading of annual tax returns, filing routine reports with authorities and any other routine compliances. Preparation and filing of submissions before income-tax authorities, objections and submissions filed before dispute resolution panel, appellate documents and submissions before Commissioner (Appeals), appeal documents and submissions before the Income-tax Appellate Tribunal, application before the Authority for Advance Ruling and appeal before the Hon'ble High Court/Supreme Court Interpreting international tax treaties, income-tax laws of overseas nations, their regulatory rules. Coordinating with the department for obtaining approvals, registrations, licenses, etc. Ability to discuss complex technical issues, ask appropriate questions and gather relevant information from the client. Developing good rapport with top level, middle level of client management. Responsible for the complete execution of the assigned engagements. Updating the Partner proactively on various work related issues. Coordinating with the Partner on the planning and management of assignments. Providing timely and high-quality services and work products that exceed the clients expectations. Delegating and reviewing work of managers. Profile requirements- To qualify for the same the candidate will need: To be a Qualified Chartered Accountant with 5+ years of relevant experience (for Manager) and 7 + years for Senior Manager. Degree in law from a recognized University, Company secretary, CFA are good to have additional qualifications. To have a thorough technical knowledge of Tax, SEBI regulations, FEMA regulations Prior Experience in Big 4 working with FS clients like banks, (NBFCs), insurance/reinsurance companies, foreign portfolio investors, stock-brokers, mutual funds, asset management companies, etc. Experience in advising on tax and regulatory issues relating to the Financial Services sector with emphasis on structuring investment strategies of Private Equity Funds, Foreign Venture Capital Funds, Real Estate Funds, Foreign Institutional Investors, etc. To demonstrate excellent written and verbal communication skills To have excellent presentation and report writing skills Be strong in Team handling and Client handling skills Have the necessary soft skills to demonstrate confidence and sophistication in interacting with senior level client personnel Through knowledge of Tax laws, SEBI regulations, Double Tax Avoidance Agreements, FEMA regulations, Company Law and other laws relating to the FS space Awareness regarding all developments from tax and regulatory standpoint in FS space is expected Aware of commercial aspects of transactions in FS space
Posted 4 weeks ago
3.0 - 8.0 years
4 - 6 Lacs
Gurugram
Work from Office
Experience - 3 to 7 Yrs Budget - 6 LPA Statutory Compliance Corporate Governance Legal and Secretarial Advisory Liaison & Representation Record Keeping & Documentation
Posted 4 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
Bengaluru, Peenya
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably with a background in MLAP. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Minimum 1 year of experience in the BFSI industry, preferably in MLAP. Strong knowledge of financial products and services, including loans and investments. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Experience working with small finance banks or similar institutions is an advantage.
Posted 4 weeks ago
4.0 - 9.0 years
1 - 3 Lacs
Coimbatore, Erode
Work from Office
We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with expertise in managing receivables and handling customer queries. Roles and Responsibility Manage and oversee the daily operations of the branch's receivable functions. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Build strong relationships with customers to resolve their queries and concerns. Collaborate with internal teams to ensure seamless communication and coordination. Analyze and report on receivable performance metrics to senior management. Identify areas for improvement and implement process enhancements. Job Requirements Strong knowledge of BFSI regulations and compliance requirements. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience in managing customer complaints and resolving issues professionally.
Posted 4 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Bhilai, Delhi / NCR, Mumbai (All Areas)
Work from Office
Direct sales of HDFC Home loan products. *Sourcing business through open market through different channels. *Fulfilling the leads. Implement & develop sales activities to achieve target. *Sourcing through DSA, Builders & Connectors Required Candidate profile Candidate Should Have Good Communication Skills Home Loan Sales The job requires extensive traveling so the candidate must be willing to travel within the city. Bike is Mandatory
Posted 4 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Pune
Remote
Position: Senior HR Executive Recruitments Location: Remote Experience: 1 to 6 years Job Type: Full-Time Company: Aspire and Succeed HR Website: www.aspireandsucceedhr.com Job Summary: Aspire and Succeed HR is looking for a passionate and results-driven Sr. HR Recruiter to join our dynamic team. In this pivotal role, you will support our clients' recruitment needs across a range of industries. From sourcing top talent to facilitating interviews and closing offers, you'll manage the entire recruitment lifecycle. This role provides an excellent opportunity to make a meaningful impact and grow within a highly rewarding and collaborative environment. Our Services : http://www.aspireandsucceedhr.com/our-services Key Responsibilities: External Recruitment: Support hiring efforts to attract and retain top talent for Aspires clients, particularly in various sectors. Collaborate with team leaders to define hiring needs and create accurate job descriptions. Source, screen, and interview candidates, ensuring both technical fit and cultural alignment. Maintain a proactive talent pipeline for future hiring needs. Manage onboarding for new hires, ensuring a smooth transition. Required Skills & Qualifications: Experience: At least 1 year in recruitment Technical Skills: Proficiency in applicant tracking systems (ATS) is preferred but not essential. Strong knowledge of sourcing techniques, including Boolean searches and leveraging social media, is a plus. Familiarity with Job portal is essential. Communication: Exceptional verbal and written communication skills to engage and influence candidates and clients. Problem-Solving: Strong analytical skills with the ability to adapt to changing recruitment needs. Interpersonal Skills: Ability to build and maintain strong relationships with both internal teams and external clients. Organization: Excellent organizational skills with the ability to manage multiple recruitment processes simultaneously. Benefits: Competitive salary with performance-based incentives. Opportunities for professional development and career advancement. A supportive and collaborative work environment. Dynamic team culture that encourages growth and excellence.
Posted 4 weeks ago
1.0 - 5.0 years
1 - 3 Lacs
Noida, Ghaziabad, New Delhi
Work from Office
Requirements: Bachelors degree in HR, Business, or a related field. Minimum 1 years of recruitment experience in the BFSI domain. Strong knowledge of BFSI job functions including Retail Banking, Corporate Banking, Risk, Compliance, Audit, Wealth Management, Investment Banking, Insurance, and NBFC roles. Interested candidates can directly contact me on 8700817975
Posted 4 weeks ago
10.0 - 15.0 years
8 - 10 Lacs
Lucknow, Agra
Work from Office
We are Hiring Area Sales Manager for a leading microhousing company based in several locations like Agra, Lucknow . Candidates with minimum 10 years of experience in Housing Finance can apply. Job title: Cluster Sales Manager Microhousing Business Location: Agra, Lucknow CTC: up to 10 LPA Experience: 10+ Years Qualification: Graduation Key Responsibilities Leadership & Strategy Lead and manage sales across the assigned microhousing cluster to meet revenue, disbursement, and profitability targets. Create and execute region-specific sales strategies, aligned with corporate goals. Team Management & Development Oversee and mentor Area/Branch Sales Managers, defining clear targets and accountability frameworks. Recruit, train, and coach talent; foster high-performance culture within a multi-branch environment. Business Growth & Portfolio Oversight Drive new customer acquisition and deepening of the microhousing loan portfolio. Analyze sales data, market trends, and performance KPIs to proactively adjust strategies. Financial & Compliance Management Ownership of cluster P&L, monitoring cost controls, portfolio quality, asset performance, delinquency, and audit compliance. Ensure strict adherence to internal risk guidelines, regulatory norms, and credit policies. Stakeholder & Customer Relations Maintain partnerships with builders, developers, banking correspondents, and regulatory bodies. Serve as key escalation point for client queries and major operational issues. Reporting & Coordination Deliver timely MIS reports and business reviews to senior leadership detailing cluster performance, challenges, and recovery plans. Collaborate across functionsMarketing, Credit, Operations, Legalto align efforts and resolve issues. Experience: 10-15 years in microhousing or micro-lending finance, with at least 5 years managing branch sales. Track Record: Proven ability to build teams, achieve clusters disbursement and revenue targets, and manage large portfolios. Skills: Strategic sales planning and execution Strong people leadership, data-driven, analytical mindset Excellent communication, stakeholder management, and negotiation capabilities Proficiency in CRM and MIS/reporting tools Familiarity with regulatory frameworks (NHB, RBI) and audit processes For further assistance contact /whatsapp: 9354909515, 9354909517 or write to kajal@gist.org.in hema@gist.org.in
Posted 4 weeks ago
3.0 - 8.0 years
2 - 5 Lacs
Vijayawada, Visakhapatnam, Hyderabad
Work from Office
Role & responsibilities Branch Manager Responsible for overall Branch operations ,Team Handling and profitability of the branch Handling Branch operations Team, Motivate and work along with branch team to achieve branch set targets Month on Month, Ensure Gold Loan growth at Branch month of month Responsible for canvasing and marketing all products like Debentures, Insurance products, Tour products etc. Building relationship with Customers and follow-up, Increase Interest Collections of the branch and control on NPAs Conducting different marketing activities Gold Appraisal, Interest Collection, Cash Management Assistant Branch Manager Assisting Branch Head to handle Branch operations Team, Motivate and work along with branch team to achieve branch set targets Month on Month, Ensure Gold Loan growth at Branch month of month Responsible for canvasing and marketing all products like Debentures, Insurance products, Tour products etc. Building relationship with Customers and follow-up, Increase Interest Collections of the branch and control on NPAs Participate in different marketing activities Gold Appraisal, Interest Collection, Cash Management and accounting and Key handling
Posted 4 weeks ago
2.0 - 5.0 years
3 - 4 Lacs
Kolkata
Work from Office
Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.
Posted 4 weeks ago
5.0 - 8.0 years
9 - 10 Lacs
Pandharpur
Work from Office
RPMG: Portfolio Manager - Bharat Banking Loans INTERNAL USAGE No. of Vacancies Reports to Area Collections Manager Is a Team leader N Team Size Grade AM/DM/M Business Retail Banking Department Retail Portfolio Management Group Sub - Department PDM/Flows/NPA Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans, Jewel Loans, Business loans and Credit Cards among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager is responsible for managing the portfolio of Bharat Banking Loans, ensuring bucket and NPA resolution, and achieving collection targets. This role involves handling portfolio, achieving resolution and normalization targets, and ensuring compliance with audit procedures. Key Responsibilities Portfolio Management Manage the portfolio of Agri loans. Ensure maximum release from the bucket/NPA pool by achieving the required resolution target as per the business requirement. Ensure minimum roll forwards and addition to the NPA pool by maintaining the delinquency level. Achieve calling resolution targets for PDM/flows/NPA buckets for Agri loans. Adhere to calling norm targets for Agri loans. Operational Management Oversee the collection process to ensure efficient and effective portfolio management. Monitor and analyze portfolio performance metrics and implement necessary adjustments. Ensure compliance with regulatory guidelines and internal policies. Engage defaulting members through telephone, emails, and physical visits to recover payments on defaulted accounts. Maintain daily activity logs of calls, physical visits, right party contacts, promises to pay, and promises to pay kept. Data Analysis and Reporting Collect, analyze, and interpret data to measure portfolio performance against established KPIs. Generate detailed reports on portfolio metrics and provide actionable insights. Identify trends, patterns, and opportunities for optimization. Process Improvement Continuously evaluate and enhance portfolio management processes and workflows. Identify opportunities to improve efficiency and effectiveness. Implement industry best practices and emerging technologies. Qualifications Graduation/Post-Graduation from a recognized institute. Minimum of 3 years of relevant experience in the NBFC/Banking industry. Desired Qualifications Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms. Operational and system knowledge. Role Proficiencies Proven experience in portfolio management, preferably within the financial services industry. Strong analytical skills with proficiency in data analysis and interpretation. Excellent project management skills with the ability to prioritize and meet deadlines. Strong interpersonal and communication skills with the ability to collaborate effectively. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines.
Posted 4 weeks ago
5.0 - 8.0 years
13 - 14 Lacs
Rajkot
Work from Office
RPMG: Portfolio Manager - Business Loans INTERNAL USAGE No. of Vacancies Reports to Area Collections Manager Is a Team leader N Team Size Grade AM/DM/M Business Retail Banking Department Retail Portfolio Management Group Sub - Department PDM/Flows/NPA Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans, Business loans and Credit Cards among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager for Business Loans is responsible for managing the portfolio of Business Loans, ensuring bucket and NPA resolution, and achieving collection targets. This role involves handling portfolio, achieving resolution and normalization targets, and ensuring compliance with audit procedures. Key Responsibilities Portfolio Management Manage the portfolio of business loans. Ensure maximum release from the bucket/NPA pool by achieving the required resolution target as per the business requirement. Ensure minimum roll forwards and addition to the NPA pool by maintaining the delinquency level. Achieve calling resolution targets for PDM/flows/NPA buckets for business loans. Adhere to calling norm targets for business loans. Operational Management Oversee the collection process to ensure efficient and effective portfolio management. Monitor and analyze portfolio performance metrics and implement necessary adjustments. Ensure compliance with regulatory guidelines and internal policies. Engage defaulting members through telephone, emails, and physical visits to recover payments on defaulted accounts. Maintain daily activity logs of calls, physical visits, right party contacts, promises to pay, and promises to pay kept. Data Analysis and Reporting Collect, analyze, and interpret data to measure portfolio performance against established KPIs. Generate detailed reports on portfolio metrics and provide actionable insights. Identify trends, patterns, and opportunities for optimization. Process Improvement Continuously evaluate and enhance portfolio management processes and workflows. Identify opportunities to improve efficiency and effectiveness. Implement industry best practices and emerging technologies. Qualifications Graduation/Post-Graduation from a recognized institute. Minimum of 3 years of relevant experience in the NBFC/Banking industry. Desired Qualifications Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms. Operational and system knowledge. Role Proficiencies Proven experience in portfolio management, preferably within the financial services industry. Strong analytical skills with proficiency in data analysis and interpretation. Excellent project management skills with the ability to prioritize and meet deadlines. Strong interpersonal and communication skills with the ability to collaborate effectively. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines.
Posted 4 weeks ago
5.0 - 8.0 years
8 - 9 Lacs
Rajkot
Work from Office
RPMG: Portfolio Manager - Personal Loan INTERNAL USAGE No. of Vacancies Reports to Area Collections Manager Is a Team leader N Team Size Grade AM/DM/M Business Retail Banking Department Retail Portfolio Management Group Sub - Department PDM/Flows/NPA Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans and Credit Cards among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager for Personal Loans is responsible for managing the portfolio of personal loans, ensuring bucket and NPA resolution, and achieving collection targets. This role involves handling portfolio, achieving resolution and normalization targets, and ensuring compliance with audit procedures. Key Responsibilities Portfolio Management Manage the portfolio of personal loans. Ensure maximum release from the bucket/NPA pool by achieving the required resolution target as per the business requirement. Ensure minimum roll forwards and addition to the NPA pool by maintaining the delinquency level. Achieve calling resolution targets for PDM/X/flows/NPA buckets for personal loans. Adhere to calling norm targets for personal loans. Operational Management Oversee the collection process to ensure efficient and effective portfolio management. Monitor and analyze portfolio performance metrics and implement necessary adjustments. Ensure compliance with regulatory guidelines and internal policies. Engage defaulting members through telephone, emails, and physical visits to recover payments on defaulted accounts. Maintain daily activity logs of calls, physical visits, right party contacts, promises to pay, and promises to pay kept. Data Analysis and Reporting Collect, analyze, and interpret data to measure portfolio performance against established KPIs. Generate detailed reports on portfolio metrics and provide actionable insights. Identify trends, patterns, and opportunities for optimization. Process Improvement Continuously evaluate and enhance portfolio management processes and workflows. Identify opportunities to improve efficiency and effectiveness. Implement industry best practices and emerging technologies. Qualifications Graduation/Post-Graduation from a recognized institute. Minimum of 3 years of relevant experience in the NBFC/Banking industry. Desired Qualifications Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms. Operational and system knowledge. Role Proficiencies Proven experience in portfolio management, preferably within the financial services industry. Strong analytical skills with proficiency in data analysis and interpretation. Excellent project management skills with the ability to prioritize and meet deadlines. Strong interpersonal and communication skills with the ability to collaborate effectively. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines.
Posted 4 weeks ago
8.0 - 12.0 years
9 - 10 Lacs
Rajkot
Work from Office
About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager handles multiple vendors which handle the Write off portfolio for respective products. The Portfolio manager ensures maximum recovery and manages the portfolio as per the existing process. The Portfolio Manager also ensures compliance with the audit procedures of the bank. Key Responsibilities Achieve the required recovery target as per the business requirement. Customer Escalation management and Response within TAT, Structured review mechanism / Allocation Strategies / SMS Allocation / Billing TAT / Settlement conversion & Waiver% Ensure maximum ROR across vintages. Legal Filling, Coverage & Execution. Manage outsourced staff /vendors and ensure achievement of the monthly resolution targets. Ensure adherence to the set process and audit requirements in place. Create a performance-oriented environment leading to high employee motivation and productivity. Ensure that all staff are adequately trained on the products of the bank, processes, and various policies of the bank Qualifications Graduation/ Post-Graduation from a recognized institute Min 5 years of relevant experience in NBFC/ Banking industry Role Proficiencies: Knowledge and understanding of collections and market dynamics. Excellent vendor management skills. Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines
Posted 4 weeks ago
5.0 - 8.0 years
9 - 10 Lacs
Rajkot
Work from Office
RPMG: Portfolio Manager - Two Wheeler INTERNAL USAGE No. of Vacancies Reports to Area Collections Manager Is a Team leader N Team Size Grade AM/DM Business Retail Banking Department Retail Portfolio Management Group Sub - Department Flows Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager for Mortgage products (Home Loan, LAP & Asha) is responsible for managing the portfolio of mortgage loans, ensuring NPA resolution, and achieving collection targets. This role involves handling the Risk - 60 portfolio, achieving resolution and normalization targets, and ensuring compliance with audit procedures. Key Responsibilities Portfolio Management Manage the portfolio of mortgage loan products including Home Loan, Loan Against Property (LAP), and Asha. Ensure maximum release from the NPA pool by achieving the required resolution target as per the business requirement. Ensure minimum addition to the NPA pool by maintaining the delinquency level. Achieve calling resolution targets for X & 30 buckets for mortgage products. Adhere to calling norm targets for mortgage products. Should have knowledge about SARFAESI Act and the linked secured process. Operational Management Oversee the collection process to ensure efficient and effective portfolio management. Monitor and analyze portfolio performance metrics and implement necessary adjustments. Ensure compliance with regulatory guidelines and internal policies. Engage defaulting members through telephone, emails, and physical visits to recover payments on defaulted accounts. Maintain daily activity logs of calls, physical visits, right party contacts, promises to pay, and promises to pay kept. Data Analysis and Reporting Collect, analyze, and interpret data to measure portfolio performance against established KPIs. Generate detailed reports on portfolio metrics and provide actionable insights. Identify trends, patterns, and opportunities for optimization. Process Improvement Continuously evaluate and enhance portfolio management processes and workflows. Identify opportunities to improve efficiency and effectiveness. Implement industry best practices and emerging technologies. Qualifications Graduation/Post-Graduation from a recognized institute. Minimum of 3 years of relevant experience in the NBFC/Banking industry. Desired Qualifications Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms. Operational and system knowledge. Role Proficiencies Proven experience in portfolio management, preferably within the financial services industry. Strong analytical skills with proficiency in data analysis and interpretation. Excellent project management skills with the ability to prioritize and meet deadlines. Strong interpersonal and communication skills with the ability to collaborate effectively. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines.
Posted 4 weeks ago
2.0 - 7.0 years
2 - 5 Lacs
Nagpur, Nashik, Pune
Work from Office
Hire, train, and manage Financial advisors to generate business Guide advisors in achieving sales goals Monitor and report advisor performance Builds long-term client relationships and ensures satisfaction Required Candidate profile 2+ years of experience in field sales Bachelor’s degree in any stream Having Good Local network and Own vehicle Good Communication and presentation skill Call : 78620 87265 | Rupa Perks and benefits Speedy Growth Attractive incentive structure
Posted 4 weeks ago
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