14 Portfolio Allocation Jobs

As a Portfolio Manager in our organization, you will be responsible for the following key tasks: - Allocate portfolios to vendors based on past performance trends and Field Officer availability, ensuring adequate manpower capacity. - Review cases with Field Officers/Team Leaders and assign work based on disposition codes. - Coordinate with agency resources for call planning to enhance resolution rates and provide support on challenging cases. - Allocate receipt books and Repo kits and conduct periodic audits. - Ensure timely closure of agency billing within 60 days of the completed month's work. - Obtain prior approvals for repo cases and assist agencies in managing repo-related issues. - Ad...

Role Overview: As an ideal candidate for this role, your responsibilities will include efficiently managing the portfolio, ensuring smooth operations, and maintaining a high standard of customer service. Key Responsibilities: - Allocating portfolio to vendors based on past performance trends and availability of Field Officers, ensuring adequate manpower capacity for the portfolio. - Reviewing cases with Field Officers/Team Leaders and assigning work based on disposition codes. - Coordinating with agency resources, planning calls for better resolution, and providing appropriate support to the agency on challenging cases. - Periodically allocating and auditing receipt books and Repo kits. - En...

Key Responsibilities Allocate & rebalance portfolios to agencies; publish daily Feeds (Not Connected/Failed PTP/High Propensity) Track promise-to-pay (PTP), broken PTP, contactability, CE% (collection efficiency) & roll rates; drive huddles Verify field visits: route plans, geo-tags, app usage; escalate non-contactables/skip-trace cases Ensure scripts/compliance: DRA coverage, ID cards, consent, call masking, no cash collection, receipt trails Run weekly performance reviews; recommend penalties/bonuses per annexure Manage legal pipeline hand-offs (61+ DPD): default notices, Sec-138, arbitration, settlements. Coordinate digital nudges (SMS/WhatsApp/IVR/bot), Razorpay/UPI links, and payment re...

Role Overview: As an Assistant Manager - Collection (Motorcycle), you will be responsible for managing collections across diverse locations in India. Your main duties will include portfolio allocation, performance review, agency coordination, documentation, billing and approvals, customer service, legal actions, performance monitoring, team management, compliance, field audits, and tech utilization. Key Responsibilities: - Portfolio Allocation: Assign portfolios to vendors based on performance trends and FOS availability. - Performance Review: Monitor cases with FOS/TL and delegate tasks accordingly. - Agency Coordination: Assist agency resources with call planning and handle challenging cas...

As a Portfolio Manager, your role will involve allocating portfolios to vendors based on past performance trends and Field Officer availability. You will need to create adequate manpower capacity for the assigned portfolio. Additionally, you will be responsible for reviewing cases with Field Officers/Team Leaders and assigning work based on disposition codes. Key Responsibilities: - Coordinate with agency resources and plan calls for better resolution, providing necessary support to the agency on challenging cases. - Allocate receipt books and Repo kits, auditing them periodically. - Ensure agency billing closure within 60 days of the completed work month. - Obtain prior approvals in repo ca...

As a Portfolio Manager in our organization, your responsibilities will include: - Allocating portfolio to vendors based on past performance trends and field officer availability, while also ensuring adequate manpower capacity for the portfolio. - Reviewing cases with Field Officers and Team Leaders, and assigning work based on disposition codes. - Coordinating with agency resources to plan calls effectively for better case resolution, and providing necessary support to handle difficult cases. - Periodically allocating receipt books and Repo kits, and conducting audits to ensure compliance. - Ensuring timely closure of agency billing within 60 days of completing the work month. - Securing pri...

As a Portfolio Manager, your role involves allocating portfolios to vendors based on past performance trends and Field Officer availability. You will need to ensure adequate manpower capacity for the portfolio. Reviewing cases with Field Officers/Team Leaders and assigning work based on disposition codes is a key responsibility. Coordinate with agency resources to plan calls for better resolution, providing necessary support to the agency on challenging cases. Your responsibilities also include allocating receipt books & Repo kits and conducting periodic audits. It is essential to close agency billing within 60 days of completing the work month. Obtain prior approvals in repo cases and assis...

You will be responsible for allocating portfolios to vendors based on past performance trends and Field Officers (FOS) availability, while ensuring adequate manpower capacity for the portfolio. Collaborate with FOS and Team Leaders to review cases and assign work based on disposition codes. Coordinate with agency resources for call planning to improve resolution rates and provide necessary support on challenging cases. You will oversee the allocation and periodic auditing of receipt books and Repo kits. Ensure timely closure of agency billing within 60 days of completing the work month. Obtain prior approvals for repo cases and assist agencies in managing repo-related issues. Address collect...

As an individual responsible for portfolio management in this role, your key tasks will include allocating portfolios to vendors based on past performance trends and Field Officer availability. It will be crucial for you to create sufficient manpower capacity for the assigned portfolio. You will be expected to review cases with Field Officers and Team Leaders, assigning work based on disposition codes. Coordinating with agency resources and planning calls effectively for better case resolution will be a critical aspect of your responsibilities. Providing the necessary support to agencies on challenging cases is also part of your role. You will be accountable for the periodic allocation and a...

You will be responsible for allocating portfolios to vendors based on past performance trends and Field Officers (FOs) availability, ensuring adequate manpower capacity for the portfolio. You will need to review cases with FOs/Team Leaders (TLs) and assign work based on the disposition code. Coordinating with agency resources, you will plan calls for better resolution and provide necessary support to the agency on challenging cases. Your duties will include allocating receipt books and Repo kits, and conducting periodic audits. It is crucial to ensure agency billing closure within 60 days of completing the work month. You will also be required to obtain prior approvals in repo cases and assi...

You will be responsible for allocating portfolios to vendors based on past performance trends and Field Officers (FOs) availability. It will be your duty to ensure adequate manpower capacity for the portfolio. You will need to review cases with FOs / Team Leaders (TLs) and assign work based on the disposition code. Coordinating with agency resources for call planning to improve resolution rates and providing necessary support to agencies on challenging cases will also be part of your role. You will be required to allocate receipt books and Repo kits and conduct periodic audits. Ensuring closure of agency billing within 60 days of completing the work in a month is crucial. You must obtain pri...

As a Financial Advisor, you will play a pivotal role in providing tailored financial strategies to high-net-worth individuals, NRIs, and expats in the UAE. Your responsibilities will include building and managing long-term client relationships, assessing client needs and risk tolerance to develop holistic financial plans, and offering strategic advice on investment portfolios, insurance, estate planning, and tax optimization. Collaborating with investment specialists, research analysts, and product teams, you will craft bespoke solutions across asset classes such as equities, fixed income, structured products, and offshore options. It will be essential to stay informed about market trends, r...

Roles and Responsibilities :- Allocation of portfolio to vendor basis the past performance trend and FOS availability, creating adequate manpower capacity for the portfolio. Review cases with FOS / TL and work assignment basis the disposition code. Coordinating with agency resources and doing the call planning for better resolution, ensuring appropriate support to the agency on difficult cases. Receipt book & Repo kits allocation and auditing periodically Agency billing closure within 60 days of the work completed month. Ensuring prior approvals in repo cases & helping the agency manage repo related issues. Handling collection/repo related customer service issues/escalations. Coordinating wi...

Role & responsibilities About the Role: We are looking for a passionate, self-driven, and ethical sales professional to join our growing Insurance and Mutual Fund advisory team. The ideal candidate should have strong interpersonal skills, proven insurance and mutual fund sales experience, and the ability to build long-term rela onships with clients. This is not a typical sales job its about guiding people to secure their financial future. Key Responsibilities: Engage with inbound leads from social media, referrals, and internal sources. Explain Mutual Fund and Insurance products in a simplified and goal-based manner. Conduct portolio reviews, recommend suitable investment strategies. Coordin...