137 Portfolio Handling Jobs

Job Title: Sales Manager Product & Portfolio Department: Branch Channel Location: Chandigarh & Sonipat Experience: 5 to 8 years Diversity Focus: Female candidates (DEI initiative) Role Overview: We are seeking an experienced Sales Manager Product & Portfolio to join our Branch Channel team. The ideal candidate will be responsible for driving product penetration, managing portfolio performance, and ensuring business growth through effective sales strategies. Key Responsibilities: Develop and implement sales plans to achieve product and portfolio targets within the branch channel. Drive acquisition and cross-sell initiatives for assigned products. Monitor portfolio health and ensure compliance...

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability..

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability..

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability..

MASS HIRING FOR TEAM LEADER & SENIOR EXECUTIVE FOR BANGALORE SALARY UP TO 8 LPA + INCENTIVES + YEARLY BONUS + 5 DAYS WORKING + FREE CABS. Call HR KAJAL To Schedule Your Interview @ 9257048579 Call HR ANSHUL To Schedule Your Interview @ 9257048578 Drop your Resume:- virtuehiringteam@gmail.com Role & responsibilities:- In this role, you will be responsible for all the activities related to O2C domain. Validate the Purchase Order (PO) requests from to bill the order. • Constantly to be interacted with clients for their feedback and support them wherever required. Ready to support any time at various locations as per clients expectation • Manage Order to Cash related to collections and dispute m...

MASS HIRING FOR TEAM LEADER & SENIOR EXECUTIVE FOR BANGALORE SALARY UP TO 8 LPA + INCENTIVES + YEARLY BONUS + 5 DAYS WORKING + FREE CABS. Call HR ANSHUL To Schedule Your Interview @ 9257048578 Call HR NIKITA To Schedule Your Interview @ 9257030239 Drop your Resume:- virtuehiringteam@gmail.com Role & responsibilities:- In this role, you will be responsible for all the activities related to O2C domain. Validate the Purchase Order (PO) requests from to bill the order. • Constantly to be interacted with clients for their feedback and support them wherever required. Ready to support any time at various locations as per clients expectation • Manage Order to Cash related to collections and dispute ...

***Leading MNC Hiring Order to cash (O2C/ OTC Collections ) with B2B collections +DSO+ Portfolio handling experience *** **Locations: Bangalore, Gurugram, Hyderabad & Kolkata** process: US Night shift voice process its 100% work from office ( NO WFH) **Role & responsibilities : Manage Order to Cash (O2C/ OTC) Collection process, including Credit Management, O2C Collections, Dispute Management, Collection Management, Credit Collection & B2B Collections with DSO & Portfolio handling experience Lead Transformation & Transition Management initiatives within the Order to Cash team. Develop and implement strategies for improving cash flow and reducing bad debts. Collaborate with cross-functional t...

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserve Asset Management

Retail Branch Banking CASA CASA Sales Portfolio handling HNI Ultra HNI client handling Cross selling Responsibilities Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross-sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship records for assigned cust...

Work Level : Individual Core : Communication Skills Leadership : Building Work Relationships Industry Type : Banking Function : Retail Banking Sales Key Skills : Wealth,Wealth Management,Ultra HNI,Ntb,Portfolio Handling,Branch Banking Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Roles and Responsibility The Relationship Manager is responsible for managing and deepening relationships with premium clients . The role focuses on delivering customized wealth advisory, driving portfolio growth, and ensuring exceptional service experience for high-net-worth customers. Manage a portfolio of HNI/Ultra-HNI clients and serve as a single point of contact. Bu...

Roles and Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) Liaising with branch st...

Role & responsibilities Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer sati...

Hiring for leading bank Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

Kotak Mahindra Bank Walk-In Interview Drive Multiple Roles - 10th December 2025 (Wednesday) Join us and become a potential Kotakite! Attractive Incentive Structure Structured Growth Plan Excellent Mentorship with Proven Track Records Opportunity to be part of one of the fastest-growing financial conglomerates Function: Retail Liabilities Education: Graduation Mandatory Date: 10th December 2025 (Wednesday) Time: 11:00 AM 02:00 PM Venue: Kotak Mahindra Bank, Eros City Square Mall, Rosewood City Rd, Sector 49, Gurugram, Haryana 122018 Contact Persons: Aashwarya (HR) & Amit Kaushik (Area Head) Open Positions & Eligibility Platinum RM 4-8 years in Portfolio/Relationship Management experience in B...

Role : Platinum Relationship Manager - CASA : Retail Liabilities / Branch Banking Location : Noida Employment Type : Full Time Role Summary: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Co...

Overall Job Description : • To grow the liability base of the bank by deepening relationships of mapped customer base. • To service clients covering all their banking needs including bank/3rd party products. • To enhance product penetration in the mapped customer base. • To activate clients on Non branch delivery channels including Net banking, Mobile Banking, Video Branch, ATM, Point of Sale etc. • To sell bank and third party products with a view to enhance revenue per client. To conform to processes of the bank and have a high focus on compliance. Any specific requirements : • AMFI Certified (Mandatory) • IRDA certification (Mandatory) • Relevant work experience in the banking industry is...

Role & responsibilities - Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. - Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. - Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. - Easily establish relationship with customers and build a rapport. - Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. EDUCATION Essential requi...

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month

Overall Job Description : • To grow the liability base of the bank by deepening relationships of mapped customer base. • To service clients covering all their banking needs including bank/3rd party products. • To enhance product penetration in the mapped customer base. • To activate clients on Non branch delivery channels including Net banking, Mobile Banking, Video Branch, ATM, Point of Sale etc. • To sell bank and third party products with a view to enhance revenue per client. To conform to processes of the bank and have a high focus on compliance. Any specific requirements : • AMFI Certified (Mandatory) • IRDA certification (Mandatory) • Relevant work experience in the banking industry is...

The candidate will be required to write good quality credit proposal, assist the Relationship Manager in operations of the existing portfolio and in acquiring new business. Candidate will be assisting the RM in effectively managing the portfolio of clients. Part of which is bringing aggressive growth through SANCTION & Disbursement of new to bank in the SME Segment. Specific Roles and Responsibilities: Well versed with credit for note preparing and proposing. Getting the case sanctioned from risk ( 0 -500 Cr), Must be thorough with disbursement process (legal / valuation, etc.), To deepen share of wallet for the acquired portfolio Responsible for Day to Day monitoring of clients and identify...

The candidate will be required to write good quality credit proposal, assist the Relationship Manager in operations of the existing portfolio and in acquiring new business. Candidate will be assisting the RM in effectively managing the portfolio of clients. Part of which is bringing aggressive growth through SANCTION & Disbursement of new to bank in the SME Segment. Specific Roles and Responsibilities: Well versed with credit for note preparing and proposing & Getting the case sanctioned from risk ( 0 -500 Cr), Must be thorough with disbursement process (legal / valuation, etc.), To deepen share of wallet for the acquired portfolio Responsible for Day to Day monitoring of clients and identif...

The candidate will be required to write good quality credit proposal, assist the Relationship Manager in operations of the existing portfolio and in acquiring new business. Candidate will be assisting the RM in effectively managing the portfolio of clients. Part of which is bringing aggressive growth through SANCTION & Disbursement of new to bank in the SME Segment. Specific Roles and Responsibilities: Well versed with credit for note preparing and proposing & Getting the case sanctioned from risk ( 0 -500 Cr), Must be thorough with disbursement process (legal / valuation, etc.), To deepen share of wallet for the acquired portfolio Responsible for Day to Day monitoring of clients and identif...

The candidate will be required to write good quality credit proposal, assist the Relationship Manager in operations of the existing portfolio and in acquiring new business. Candidate will be assisting the RM in effectively managing the portfolio of clients. Part of which is bringing aggressive growth through SANCTION & Disbursement of new to bank in the SME Segment. Specific Roles and Responsibilities: Well versed with credit for note preparing and proposing & Getting the case sanctioned from risk ( 0 -500 Cr), Must be thorough with disbursement process (legal / valuation, etc.), To deepen share of wallet for the acquired portfolio Responsible for Day to Day monitoring of clients and identif...

A Relationship Manager for Agri Business isresponsible for managing and growing a portfolio of clients in the agriculture sector by acquiring new relationships, managing existing ones, and cross-selling financial products like working capital loans and term loans. Key duties include understanding client needs, assessing credit and legal requirements, ensuring portfolio quality, monitoring accounts, and liaising with internal teams to provide high standards of service. Key responsibilities Client acquisition and relationship management: Source new clients, including farmers and agri-entrepreneurs, and manage and deepen relationships with existing ones to increase business volume. Product mana...