142 Portfolio Handling Jobs - Page 2

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...

Role Details Key Account Managers are responsible for acquiring new customers, increasing banks liability base, servicing walk-in-customers and covering all the needs of the mapped clients. Overall Job Description To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs including bank/3rd party products To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns cond...

A Relationship Manager for Pioneer Personal Bankingfocuses on acquiring and deepening relationships with high-net-worth (HNI) and affluent clients. The role combines sales, client service, and wealth management to achieve revenue targets and ensure client satisfaction. Key Responsibilities : Client Acquisition : Generate new business and expand the client base by acquiring high-net-worth customers through proactive sales calls, referrals, and networking. Relationship Management : Build and maintain long-term, trusting relationships with existing clients to increase their wallet share and retain them. This involves acting as the main point of contact and providing personalized attention. Fina...

To underwrite and manage the portfolio in assigned branch/location Responsibilities : Review and assess a broad range of complex loan applications within defined guidelines and accordingly take decision or recommend for approval to higher authorities. Under write proposals as per the laid down policies & procedure to honor the agreed SLAs and manage city/area business volumes. Conduct personal discussion with customers to establish credit worthiness and ensure completion of credit/KYC documents and verification- telephonic, field & collateral visits. Assess income to obligation ratios, in depth knowledge of rational behind calculation of ratios and its impact on loan performance during the l...

Company Description JMS Global Gas India Limited is a premier solution provider for India's commercial LPG gas needs. We specialize in delivering high-quality LPG products and services with a commitment to excellence, safety, and environmental sustainability. Our extensive product range and dependable service make us the preferred choice for residential, commercial, and industrial clients. We are dedicated to empowering women by establishing a network of women-owned dealerships across the subcontinent. Experience reliable and efficient energy solutions with JMS Global Gas. Role Description Job Responsibilities Face-to-Face Client Interaction: Meet clients personally to understand their needs...

Responsible for gathering assets for investment products such as mutual funds, PMS, Corporate FD, Insurance Responsible for achieving New Business development targets by Inactive/activating new clients. Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines NISM VA (for Mutual Funds), NISM XXI A(for PMS), IRDA Info.aspiringmantra@gmail.com Call 9318431991

Job Summary: The Delivery Head is a senior leadership role responsible for overseeing the successful delivery of services to key clients. This position ensures that projects and engagements are delivered on time, within scope, and in line with client expectations. The role combines leadership, strategic thinking, and operational expertise to manage client relationships, lead delivery teams, and drive operational excellence across multiple accounts. The Delivery Head acts as the key point of contact for our strategic clients, ensuring highquality service and fostering long-term partnerships. Key Responsibilities: Client Relationship Management: Serve as the senior client liaison and strategi...

Role Overview: As an Imperia Relationship Manager, your primary responsibility will be to develop new and expand existing High Net worth Customer relationships for liabilities. You will be sourcing category A priority customers through external individual efforts and acquisition channels. Ensuring high levels of customer service orientation and application of bank policy will be crucial in this role. Cross-selling bank products to the existing set of Customers and informing them of new products or enhancements to further expand the banking relationship will also be part of your duties. Additionally, you will be planning and conducting special sales initiatives and events for prospective and ...

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 ICICI Prudential Asset Management

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 ICICI Prudential Asset Management

Key Responsibilities: Client Relationship Management: Maintain and develop strong relationships with HNI and retail clients. Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues. Regularly update clients on market trends, investment opportunities, and portfolio performance. Sales & Advisory Support: Understand client financial needs and provide suitable investment options across equity, mutual funds, bonds, PMS, AIFs, etc. Support business development by cross-selling and upselling investment products. Assist in achieving revenue targets through client retention and acquisition. Onboarding & Documentation: Guide new client...

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

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. Preferred candidate profi...

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...

Platinum 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

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 Bajaj Finserv Asset Management Ltd.

Role & responsibilities Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing HNI UHNI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring adherence to Compliance processes and guidelines Preferred candidate profile Education ...

Job Title: Relationship Manager Commercial Banking Group Grade: Manager Location: Gangapur, Nashik Incentives: High-Earning Potential | Lucrative Performance-Based Incentives About Commercial Banking Group (CBG): The Commercial Banking Group caters to clients with a turnover between 10 Cr to 250 Cr, delivering the One Axis proposition. The group offers a comprehensive suite of solutions including forex, trade finance, payments, cash management, tax payments , and retail offerings such as salary accounts, trust services, commercial cards, and credit cards. About the Role: As a Relationship Manager , you will be responsible for acquiring and managing corporate clients, understanding their fina...

Job Title: Relationship Manager Commercial Banking Group Grade: Assistant Manager / Deputy Manager Location: Across South Mumbai , Bandra Incentives: High-Earning Potential | Lucrative Performance-Based Incentives About Commercial Banking Group (CBG): The Commercial Banking Group caters to clients with a turnover between 10 Cr to 250 Cr, delivering the One Axis proposition. The group offers a comprehensive suite of solutions including forex, trade finance, payments, cash management, tax payments , and retail offerings such as salary accounts, trust services, commercial cards, and credit cards. About the Role: As a Relationship Manager , you will be responsible for acquiring and managing corp...