3558 Portfolio Management Jobs - Page 10

Role- Relationship Manager- Used Car Loan Minimum experience of 3-4 years in Auto Loans Minimum qualification Any Graduate. Grade Deputy Manager/Manager To Plan and implement strategy to achieve business numbers and profitability. Managing Collaborates to tie up with Dealers, DSAs and direct business models. To develop and Drive the business by ensuring healthy portfolio and achieve heathy IRR. In addition, ensuring dealer and brokers are on boarded as per budget. Develop New and pre-owned car loans business cross branches and location. Portfolio Management Engage in managing the team, provide training & knowledge about the new product and policy of the organization. Manage, Allocate, assess business and leads from Channels/Dealers to Team leader, sales officers and coordinators tagged under there geographic territory. Maintaining relationship with Channels / Dealers and pre- asses in principle decision to fund the customer. Keeping an eye on the Nonstarter, PDD and creating new counters that can be a better business prospect in the future

1 Ensure regular process improvements to increase RM productivity , reduction in disbursement TAT , Improvement in First pass through and adherence of defined Service level agreements by respective stakeholders. 2 Ensuring process controls are built and implemented to keep PDDS , Customer complaints and Overdue renewals in control. 3 Ensuring regular interaction with sales team on process feedback and Process gaps. Also ensuring that Processes are benchmarked with competition. Liasoning with all stakeholders to ensure closure and roll out of process notes 4 Ensuring control frameworks are defined to check process implementation and adherence. 5 Ensuring all audit observations are closed within defined timelines and all process gaps are proactively identified through central level audits and dip stick checks on process implementation. 6 Ensuring all RBI regulations are implemented and all RBI communications are reverted on time.

Role- Relationship Manager- Used Car Loan Minimum experience of 3-4 years in Auto Loans Minimum qualification Any Graduate. Grade Deputy Manager/Manager To Plan and implement strategy to achieve business numbers and profitability. Managing Collaborates to tie up with Dealers, DSAs and direct business models. To develop and Drive the business by ensuring healthy portfolio and achieve heathy IRR. In addition, ensuring dealer and brokers are on boarded as per budget. Develop New and pre-owned car loans business cross branches and location. Portfolio Management Engage in managing the team, provide training & knowledge about the new product and policy of the organization. Manage, Allocate, assess business and leads from Channels/Dealers to Team leader, sales officers and coordinators tagged under there geographic territory. Maintaining relationship with Channels / Dealers and pre- asses in principle decision to fund the customer. Keeping an eye on the Nonstarter, PDD and creating new counters that can be a better business prospect in the future

Portfolio Manager Department Kotak Mahindra Bank Retails Assets Reporting Relationship Reporting to Location Collections Manager Position Grade M1 M2 Monitoring and maintaining collection for the area. Managing repossession. Co-ordination with collection agency, repossession agent, sale of asset, Legal formalities. Graduate Min 2 5 years of experience in collections. Confident, ability to handle a team of collections, can go to the field when required and also give training to his team when needed

Portfolio Manager Department Kotak Mahindra Bank Retails Assets Reporting Relationship Reporting to Location Collections Manager Position Grade M1 M2 Monitoring and maintaining collection for the area. Managing repossession. Co-ordination with collection agency, repossession agent, sale of asset, Legal formalities. Graduate Min 2 5 years of experience in collections. Confident, ability to handle a team of collections, can go to the field when required and also give training to his team when needed

Grade- E0 Role- Collection Executive Description for Internal Candidates Job Role / KRAs v To Ensure Quality portfolio. v To focus on improving Collections in the area assigned individually or in a team / as a team. v To ensure adherence MOPP Norms. v To adhere to the BANKS processes and procedures. v To adhere to Audit requirement. Job Requirements, Skills, Knowledge prerequisites v Passion for Collection. v Willing to Take challenges and responsibility Should have the ability to convince the customer to pay on our terms and conditions Educational Qualifications v Graduate & above Experience Profile 1-3 years

Grade- E0 Role- Collection Executive Description for Internal Candidates Job Role / KRAs v To Ensure Quality portfolio. v To focus on improving Collections in the area assigned individually or in a team / as a team. v To ensure adherence MOPP Norms. v To adhere to the BANKS processes and procedures. v To adhere to Audit requirement. Job Requirements, Skills, Knowledge prerequisites v Passion for Collection. v Willing to Take challenges and responsibility Should have the ability to convince the customer to pay on our terms and conditions Educational Qualifications v Graduate & above Experience Profile 1-3 years

JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Graduates / MBA Having more than 1-2 year work experience

JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Graduates / MBA Having more than 1-2 year work experience

Role Credit Appraisal Loan applications within defined guidelines and accordingly take decision or recommend for approval to higher authorities Under writing cases with desired level of quality and enabling achievement of Branch Business target by proper training Use performance history along with liquidity, debt/asset management and profitability ratios to assess creditworthiness in evaluation Stock on HireIncrease in volume of business Ensure that SOH increases(pl confirm if this applies to CM role ) NPA trend Analyze the NPA trend like area, industry, sector etc. Interact with Customers & understand the business and regularly monitor delinquencies / infants. Infant loan which is less than 12 months NPA Ensure qualitative portfolio Ensure that there is no infant 12 months NPA Daily tasks: Daily accessing the loan file Daily case discussion with Sales team Preparing credit underwriting for the cases assigned Personal discussion calls with customer financials & banking Decision making with predefined TAT Tele-verification calls to the customer

JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Graduates / MBA Having more than 1-2 year work experience

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls. Resolves client queries for the managed book within the specified TAT Ensures high levels of customer service orientation and application of bank policy 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 Maintains complete relationship record for assigned customer accounts Endure adherence to all bank and regulatory Processes at all times. Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills. NISM/IRDA/AMFI if any can be strongly preferred. Fluent in communication skills, presentable and a quick grasping power. Decision making skills with good sense of ownership-understanding the client requirements Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management. Experienceminimum 7-8 years of experience in relationship and portfolio management. Graduation Qualification in any stream/ MBA preferred

Job Role Achieving the Business Objectives for the Area and meet the value, volume and channel productivity metrics Generation of revenues through sale of CASA, Assets, TFX and Third Party Products like Insurance, General Insurance etc through branch channel Leading Branch Managers, Operation Team and Mentoring of Sales teams Enhancement of Deposit pool from customers Regulatory compliance Manpower planning RM & RO channel productivity improvement Driving Service Quality parameters across span Manage productivity, morale of branch personnel Establishing standards and delivery of customer service Job Requirements: Excellent written and oral skills Analytical skills Ability to influence people in different departments Strong relationship orientation Should be an excellent team player Eligibility Minimum tenure in current role & grade for applying for same grade role is 18 months & next grade role is 24 months Employees with Meets Expectations and above rating can apply

JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Graduates / MBA Having more than 1-2 year work experience

JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Graduates / MBA Having more than 1-2 year work experience

JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Graduates / MBA Having more than 1-2 year work experience

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls. Resolves client queries for the managed book within the specified TAT Ensures high levels of customer service orientation and application of bank policy 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 Maintains complete relationship record for assigned customer accounts Endure adherence to all bank and regulatory Processes at all times. Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills. NISM/IRDA/AMFI if any can be strongly preferred. Fluent in communication skills, presentable and a quick grasping power. Decision making skills with good sense of ownership-understanding the client requirements Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management. Experienceminimum 7-8 years of experience in relationship and portfolio management. Graduation Qualification in any stream/ MBA preferred

Role- Relationship Manager- Used Car Loan Minimum experience of 3-4 years in Auto Loans Minimum qualification Any Graduate. Grade Deputy Manager/Manager To Plan and implement strategy to achieve business numbers and profitability. Managing Collaborates to tie up with Dealers, DSAs and direct business models. To develop and Drive the business by ensuring healthy portfolio and achieve heathy IRR. In addition, ensuring dealer and brokers are on boarded as per budget. Develop New and pre-owned car loans business cross branches and location. Portfolio Management Engage in managing the team, provide training & knowledge about the new product and policy of the organization. Manage, Allocate, assess business and leads from Channels/Dealers to Team leader, sales officers and coordinators tagged under there geographic territory. Maintaining relationship with Channels / Dealers and pre- asses in principle decision to fund the customer. Keeping an eye on the Nonstarter, PDD and creating new counters that can be a better business prospect in the future

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

As a global leader in helping companies build, manage, and scale global teams, ANSR is dedicated to simplifying the process of setting up and operating global teams. ANSR is currently seeking a Head of the Project Management Office (PMO) to lead, develop, and optimize project and portfolio management strategies for successful delivery of complex, multi-national Global Capability Center (GCC) projects. This pivotal role requires strong leadership, strategic vision, and operational execution with a deep understanding of managing diverse cultural dynamics, particularly in India. In this role, you will collaborate closely with senior leadership, cross-functional teams, and global clients to align project outcomes with business goals. The ideal candidate for this position is an experienced professional with over 10 years of proven expertise in managing large-scale projects, establishing governance frameworks, and driving continuous improvement. The role also involves regular interaction with external clients and stakeholders, ensuring seamless communication and project execution. The ideal candidate will have experience in a business consulting environment, with a focus on technology, start-ups, and global business preferred. Key Responsibilities: - **Strategic Leadership**: - Develop and implement a global PMO strategy aligned with the firm's vision and strategic objectives. - Drive governance, methodologies, and best practices for project and portfolio management across multi-national engagements. - Collaborate with leadership to define project priorities, resource allocation, and budget management. - **Portfolio and Project Management**: - Oversee successful delivery of high-complexity, large-scale projects, ensuring timelines, budgets, and quality standards are met. - Manage a diverse portfolio of projects, identifying risks, dependencies, and opportunities to enhance delivery efficiency. - Lead efforts to standardize tools and processes across geographies, ensuring consistency in execution. - **Team Leadership and Development**: - Build and mentor a high-performing PMO team, fostering a culture of accountability, innovation, and continuous improvement. - Provide leadership and support to project managers, ensuring alignment with organizational goals and client needs. - Promote knowledge sharing, skill development, and career progression within the PMO team. - **Client Engagement and Regional Expertise**: - Cultivate strong relationships with multi-national clients, understanding their unique needs and cultural nuances. - Leverage expertise in the Indian market to enhance delivery excellence for clients operating in or expanding to the region. - Ensure seamless communication and coordination between global and regional teams. - **Performance Monitoring and Reporting**: - Establish metrics and KPIs to measure project performance, portfolio health, and PMO effectiveness. - Regularly report to executive leadership on project outcomes, resource utilization, and strategic alignment. - Drive continuous process improvement based on data-driven insights and industry trends. Qualifications: - Bachelor's degree in Business, Engineering, or related field; Master's degree or PMP/PMI certification is a plus. - Over 10 years of experience in project and portfolio management, with a proven track record in delivering large-scale, multi-national projects. - Extensive experience with governance frameworks, risk management, and performance optimization. - Strong expertise in managing client relationships, with demonstrated experience in India or similar markets. - Exceptional leadership, communication, and stakeholder management skills. - Proficiency in project management tools and technologies, including Agile and Waterfall methodologies. - Exceptional communication and interpersonal skills, with the ability to effectively collaborate with clients and stakeholders at all levels. - Ability and willingness to present issues to senior management and work closely on resolutions. - Ability to work independently and as part of a collaborative team in a fast-paced, change-forward environment. - Must be able to effectively work and lead teams in high-pressure situations, which involve deadlines while demonstrating high ethical standards. Preferred: - Experience in cross-cultural environments and ability to navigate complex organizational structures. - Strong analytical and problem-solving skills, with a focus on delivering business value. - Familiarity with change management and transformation initiatives.,

As an Investment Analyst at Dvara Holdings, you will be an integral part of the investment team, contributing to researching, analyzing, and executing investment strategies. Your role will involve supporting the founders" office of DVARA's portfolio entities, providing transaction advisory services, and handling legal documentation. This position offers a unique opportunity to collaborate with experienced professionals in the industry across various departments. Your responsibilities will include: Financial Modelling & Analysis: - Develop financial models for investment opportunities, such as projected financial statements, valuation models, sensitivity analysis, unit economics, and benchmarking. - Coordinate, prepare, and review financial reports, ensuring accuracy and conducting financial analysis. - Analyze results, identify trends, and offer recommendations for optimization. - Assist in preparing budgets (Annual Operating Plans/ Business Plans) for the Group. Transaction Support and Advisory: - Collaborate closely with stakeholders to execute transactions. - Establish tax-efficient and legally sound investment structures aligned with the company's strategy. - Negotiate terms of investment opportunities with the Executive team. Portfolio Management: - Support in managing the company's investment portfolio, monitoring performance, and generating management reports. - Identify and assess potential risks, develop risk mitigation strategies. - Prepare investment materials, including memos and pitch decks, for presentation to management and investors. Investor Relations and Reporting: - Prepare reports for investors, including financial statements and performance updates. - Deliver presentations to senior management and investors, communicating financial analysis and investment recommendations. Investment Strategy Development: - Work with the Executive team to identify investment opportunities and develop strategies. - Conduct research on industry trends, competitive landscape, and emerging technologies. - Identify and research potential investment opportunities, build relationships with stakeholders, and contribute to deal sourcing efforts. - Conduct thorough diligence on potential investments, including financial and legal analysis. Stakeholder Management, Compliance and Regulations: - Coordinate and collaborate with external organizations for financial data and analysis. - Ensure compliance with regulatory requirements and monitor changes in regulations impacting investment strategies. Key Requirements: - Relevant bachelor's degree (Finance, Accounting, Business Administration, Economics, Commerce). - Chartered accountant or equivalent professional qualification with 3 to 5 years post-qualification experience. - Strong analytical skills, problem-solving abilities, and judgment. - Proficiency in Financial Modeling and presentation tools. - Excellent interpersonal and communication skills (both written and verbal). - Ability to work effectively in multi-disciplinary teams within a matrix environment. - Drive for results, teamwork, and inclusion. If you are interested in this role, please send your resume to jobs@dvara.com by December 31, 2023.,

Artha Group is a performance-first investment house that manages over 1,250 crores (USD 150M+) across various fund platforms, including Artha Venture Fund (AVF), Artha Continuum Fund (ACF), and Artha Select Fund. With a portfolio of 130+ companies and 30+ exits, we prioritize conviction, founder alignment, and execution speed. Our investors consist of renowned Indian family offices and global UHNIs. We are currently seeking a mid-level Associate to oversee portfolio execution within ACF. This role emphasizes hands-on experience in managing companies, handling founder complexities, and translating data into actionable insights. As an Associate, you will be responsible for owning and managing 8-12 active portfolio companies, reporting directly to a Principal. Your duties will include KPI tracking, quarterly reviews, intervention planning, leading analysts, supporting AOP reviews, preparing for follow-on rounds, and providing assistance to underperforming companies. The ideal candidate for this Partner-track role should possess strong portfolio management skills, the ability to navigate complexity and ambiguity, and experience working with cross-functional founders. Additionally, candidates must have a minimum of 3-5 years of experience in venture capital, private equity, or cross-stage fund investing, managing a portfolio of at least 5 companies, and supporting AOP planning, follow-on fundraising, or company turnarounds. An MBA or CA qualification is required, or strong proof of financial modeling expertise and decision-prep ownership. As an Associate at Artha Group, you will lead structured monthly and quarterly reviews, track KPIs, collaborate with founders, manage analyst teams, support investment execution, and maintain relationships with founding teams. The compensation structure for this role includes a total annual package of 26,50,000, consisting of a fixed annual salary, a confirmed retention bonus, ESOP grants, performance bonuses, and carry participation. Candidates with backgrounds solely in investment banking, transaction advisory, or consulting will not be considered for this position. Join Artha Group if you are a proactive, results-driven individual with a passion for value creation and portfolio management in the investment industry.,

The Global Portfolio Sustainability Specialist role at Hitachi Energy offers you the opportunity to play a crucial role in ensuring that the organization is equipped with the necessary capabilities and tools to map and analyze sustainability-related market developments. You will be instrumental in supporting corporate and BU level reporting on the sustainability performance of the portfolio. Collaboration with global and regional, cross-functional teams such as Portfolio and Product Management, Application Engineering, Finance, Marketing & Sales, Environmental Management, and Reporting Teams will be a key aspect of your role. Your impact will be significant as you undertake various responsibilities including developing data mapping and visualization tools, collaborating with cross-functional teams to ensure data quality and accuracy, managing the yearly reporting cycle on portfolio sustainability KPIs, supporting auditing processes on portfolio-related non-financial data, and working on quantification methodologies for non-financial reporting. Additionally, you will analyze and compile sustainability-related market developments, support the Global Portfolio Sustainability Lead in preparing presentation materials and reports, and ensure compliance with relevant external and internal regulations. To excel in this role, you should hold a Bachelor's degree in mechanical engineering, Electrical Engineering, Environmental Management, Business Administration, or a related field with 3-6 years of experience. Proficiency in tools such as Microsoft Office, Microsoft PowerApps, Graphic Design, PowerBI, and Microsoft Office is required. A strong interest in sustainability, ESG management, and corporate non-financial reporting, along with excellent analytical, problem-solving, and communication skills will be essential. Moreover, you should have a keen eye for detail, data acumen, and the ability to work both independently and collaboratively in a team environment. Proficiency in spoken and written English is a must. If you are a qualified individual with a disability and require accessibility assistance during the job application process, you may request reasonable accommodations by completing a general inquiry form on the Hitachi Energy website. Your specific requirements will be addressed to support you effectively throughout the application process. Please note that this accommodation is exclusively for job seekers with disabilities, and inquiries for other purposes will not receive a response. Join Hitachi Energy and embody the core values of safety and integrity by taking responsibility for your actions, caring for your colleagues, and contributing to the success of the business.,

You will be responsible for Bkt Collection and W-off recovery in the Consumer Durable portfolio. This includes managing a team of Collection Associates and agencies, ensuring adequate manpower agencies for portfolio coverage meeting CAPE norms, and ensuring that Mobile App usage is 100% with quality feedback/trails updated. Your specific focus will be on Non starters and visiting delinquent cases. You will also be required to coordinate with the Sales, Credit underwriting, and RIC team for portfolio quality management and recommend legal actions for critical cases. Ensuring no delay in the deposition of money is crucial. Your key responsibilities will include achieving collection efficiency in a timely manner to deliver targeted performance, effective cost management, and maintaining a healthy portfolio.,