3558 Portfolio Management Jobs - Page 12

The role requires you to lead and manage the credit risk management team responsible for underwriting all products within the Retail Banking and SME portfolio across PAN India. Your primary focus will be to ensure effective credit risk management and adherence to underwriting policies and procedures. You will work closely with the leadership to create and implement strategies, operational plans, and budget allocations for the credit risk function. Your responsibilities will include conducting strategic credit risk assessments, analyzing credit proposals, and ensuring compliance with regulatory guidelines and risk management frameworks. You will be involved in managing the credit decision-making processes, monitoring portfolio quality, and implementing corrective actions as necessary. Building and maintaining relationships with key customers and stakeholders to drive business growth will also be a key aspect of your role. In addition to risk management and credit appraisal, you will be responsible for establishing and maintaining documentation standards, conducting audits for compliance, and collaborating with internal and external stakeholders to ensure regulatory compliance. Managing operational risk, overseeing audits, and implementing business continuity plans to minimize disruptions will also fall under your purview. To qualify for this role, you should have a Master's degree in business, finance, or a related field. Professional certifications such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) are preferred. A minimum of 18+ years of experience in credit risk management, with at least 5 years in leadership roles, is required. Prior experience in credit underwriting and managing credit risk for retail asset products and SME portfolios in large banks is essential. Overall, the position requires a seasoned professional with a strong background in credit risk management, strategic planning, and regulatory compliance to lead the credit risk management team effectively and contribute to the growth and success of the organization.,

The Sales Manager- Cross Sell (Personal Loan) in the Personal Loan function is responsible for sourcing loans from the market using DSAs/DSTs and existing channel partners. The primary objective is to establish a quality portfolio, manage a team, maintain strong relationships, foster cooperation, and communicate effectively across various mediums. It is essential to ensure adherence to the policies and guidelines set by the organization. The role requires executing tasks in a manner that is both supportive of sales and risk-averse, contributing to the larger objectives of the bank. Key Responsibilities: - Sourcing and managing channels from the market and acquiring business from them - Ensuring a quality portfolio by minimizing delinquency and rejection - Possessing extensive knowledge and understanding of retail assets, products, operations, and current market trends - Identifying changing market trends, developing channels for acquiring business, and providing high-quality customer service - Recommending improvements to processes and policies across the Retail Banking business to enhance operational efficiencies and customer service quality Education: - Graduate in any field - Post Graduate degree in MBA or PGDM Experience: - Minimum of 2 to 8 years in sales within the BFSI industry The ideal candidate for this role should have a strong sales background, an understanding of the BFSI sector, and the ability to effectively manage channels and relationships to drive business growth while maintaining a quality portfolio.,

As a DWS Risk Manager - Investment Risk Models, AVP at Deutsche Bank Group in Pune, India, you will play a crucial role in overseeing the investment risk of DWS fiduciary portfolios. Your responsibilities will include developing, testing, and documenting both in-house and vendor-provided models, as well as designing and implementing compensating controls to address identified model weaknesses. You will be responsible for maintaining and enhancing existing risk models to deliver high-quality analytics and insights for the Investment and Product Divisions. Additionally, you will coordinate and document model development activities in collaboration with model vendors and key stakeholders to contribute to the development and continuous improvement of the Model Risk Program for Investment Risk in liquid products. To excel in this role, you should possess a Masters degree in mathematics, Statistics, Quantitative Finance, Physics, or a related field; a PhD is a plus. You must have a minimum of 5 years of proven experience in the financial industry, ideally in Model Development, Model Validation, Valuation, Risk Management, or Portfolio Management. Demonstrated expertise in developing and applying analytical models for financial instruments is essential, along with familiarity with regulatory frameworks related to model risk in the asset management industry. Strong programming skills in languages such as Python, MATLAB, or R, as well as experience with databases (SQL) are required. Prior experience with BlackRock Solutions Aladdin is preferred. Excellent verbal and written communication skills are necessary to effectively communicate with management, and a proactive mindset with a focus on process improvement and innovative solution development is key. Strong organizational skills and the ability to manage multiple priorities effectively are also essential. At Deutsche Bank Group, you will have access to training and development opportunities to excel in your career, coaching and support from experts in your team, and a culture of continuous learning to aid progression. The company strives for a culture where employees are empowered to excel together every day, acting responsibly, thinking commercially, taking initiative, and working collaboratively. Deutsche Bank Group promotes a positive, fair, and inclusive work environment and welcomes applications from all people. Join Deutsche Bank Group and be part of an industry-leading firm with a global presence. Lead ambitious opportunities, shape the future of investing, and support clients, local communities, and the environment. As a DWS Risk Manager - Investment Risk Models, AVP, you will have the chance to achieve your goals and lead an extraordinary career while working alongside some of the industry's greatest thought leaders. As Investors for a new now, together we share and celebrate the successes of our people.,

As a Credit Analyst at SCB GIFT City located in Gandhinagar, Gujarat, your main responsibility will be to grow the business of the branch with a focus on maintaining a good quality portfolio. You will be required to interact with Relationship Managers and clients to gather deal requirements, financial statements, and other necessary inputs for performing quality analysis and due diligence. Working closely with RM/product partners, you will be involved in structuring credit solutions for clients and ensuring the appropriateness of the products. Additionally, you will be responsible for the end-to-end BCA process using tools like Creditlens, RMWB, Raptor, Scorecard, etc., to conduct in-depth risk analysis, make quality presentations, and ensure fast credit approval. In terms of processes, you will monitor the quality of the portfolio by tracking excess/past dues, complying with ASTAR and EAR processes, and ensuring timely submission of quality Quarterly Credit/Performance Reports. You will review reports from various tools like Fraud Risk Analytics, Credit Analytics, monitor risk triggers, covenants, and other credit conditions, and ensure zero BCA and CaRT overdues. Proper maintenance of credit files, attending EAR/Portfolio calls, and liaising with Credit on BCA and other credit issues will also be part of your responsibilities. Furthermore, you will be expected to display exemplary conduct in line with the Group's values and Code of Conduct, take personal responsibility for embedding high ethical standards, and ensure compliance with all applicable laws, regulations, guidelines, and the Group Code of Conduct. You will also be required to engage with audit report findings and ensure feedback is acted upon. In terms of qualifications, you should have substantial experience in the banking industry, including demonstrated success in a similar role, possess sharp business acumen, excellent interpersonal skills, and multi-cultural awareness and sensitivity. Ability to work with geographically dispersed stakeholders and at least 7-8 years of relevant experience in credit analysis are essential. Standard Chartered is an international bank that values diversity, challenges the status quo, and strives to make a positive impact. If you are looking for a purpose-driven career and want to work for a bank that celebrates unique talents and advocates inclusion, we encourage you to join us. Together, we do the right thing, continuously strive to improve, and work collectively to build for the long term. At Standard Chartered, we offer core bank funding for retirement savings, medical and life insurance, flexible working options, proactive wellbeing support, continuous learning opportunities, and an inclusive and values-driven environment that celebrates diversity and respects individual potential. Join us and be part of a team that values difference, advocates inclusion, and works towards driving commerce and prosperity through unique diversity. For more information and to explore career opportunities, visit www.sc.com/careers.,

You are an experienced and strategic Director in Commercial Leasing, responsible for leading and managing retail leasing operations across the portfolio. Your role involves driving revenue generation, managing the leasing lifecycle, ensuring profitability, and delivering data-driven market insights. You must have a deep understanding of the commercial real estate landscape and a strong track record in leasing strategy, negotiation, and team leadership. Your responsibilities include developing and implementing retail leasing strategies, leading end-to-end leasing processes for various types of developments, fostering relationships with tenants, brokers, and stakeholders, owning the P&L for commercial leasing, monitoring leasing budgets and forecasting, analyzing ROI and performance metrics, identifying and securing new leasing opportunities, driving sales strategies, conducting market research and competitor analysis, overseeing leasing for large-scale projects, collaborating with cross-functional teams, and representing the organization at industry events. To qualify for this role, you need a Bachelor's degree in Business, Real Estate, Finance, or a related field (MBA preferred), along with 15+ years of experience in commercial real estate, including 5+ years in a leadership position. You should have a proven track record in commercial leasing, P&L management, and revenue growth, a strong network of industry stakeholders, excellent negotiation, communication, and analytical skills, and the ability to manage multiple projects in a dynamic environment. This is a full-time, permanent position with a morning shift schedule. Experience in real estate is mandatory, with a minimum of 10 years in leadership, commercial leasing, and sales in real estate. The work location is in person.,

You will be responsible for sourcing used car loans and meeting targets through channel development. This includes identifying and forming tie-ups with used car dealers and re-sellers. You will also be in charge of resolving any Post Disbursement Discrepancy (PDD) issues and managing the collection of used car loans. In addition, you will focus on team building, achieving the business plan, and managing the portfolio in coordination with Operations and Collection departments. Asset verification of cases under processing and overseeing vehicle loan business across the assigned geography will be part of your role. Regular review meetings with line managers and maintaining a strong check on Early Delinquencies (EDs) and Non-Starter (NS) cases are essential. You will contribute to business growth by identifying and selling prospects while nurturing relationships. If you are interested in this opportunity, please share your updated CV to careers.gujarat@kogta.in. For more information, you can reach out to the Recruiter, Drashti Kanjariya, at the same email address. Apply now to be part of this dynamic team.,

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role JOB DESCRIPTION Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Premier Acquisition Manager-RL SALES- JOB DESCRIPTION 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 customer"™s Graduates / MBA Having more than 1-2 year work experience

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role 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 customer"™s Graduates / MBA Having more than 1-2year work experience

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Premier Acquisition Manager-RL SALES- JOB DESCRIPTION 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 customer"™s Graduates / MBA Having more than 1-2 year work experience

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role Role of Disbursement Coordinator in disbursement process- TAT starts post LOS sanction All required approvals / Deferrals to be taken by DC Account opening to be initiated by DC DC to check KYC before login of the case. Check BCIF and KYC should match RCU to be checked by DC. IN case of any approval to be provided by DC Legal and technical and BCIF address to be checked before SL issuance Technical hard copy report to be collected by DC. Legal to be cleared by ABM if any specific query is raised by legal GC to be collected by DC( Non BT cases /upfront property cases ) Disbursement File and Docket preparation with marking DC will do. If file is processed through MO or Non MO - ET to be raised by SRM/RM. DST to ensure all the documents are prepared as per DVU checklist. Application form to be filled if not already provided at the time of login RCU to be done on file. Property papers numbering to be ensured by DC as per GC / Legal report Put all necessary approvals (rate, legal, technical, RFD, etc.) in the file/Mail Once the file is ready RM raise ET in KRAMAN and DC submits the file in RCAD Register entry is done in RCAD for each file so that FIFO system can be followed Follow up for query with RCAD once the case is in their bucket If ET is raised before, RCAD cut off than DC to ensure that queries are received before EOD else next day before 12 PM. In Maharashtra , NOI initiation from vendor to be done by DC In registered mortgage cases, DC to ensure SRO appointment is provided by the vendor. Query resolution if any raised by RCAD Deferral closure from RCAD

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role SERVICE DELIVERY OFFICER (SDO) KRAs: Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. Regular generation of leads for NTB customer and cross sell. The SDO will act as a backup to the SO. Non-transaction related servicing at the Branch Audit,Reconciliation of Branch Accounts Customer query resolution Should have a desire to know and understand financial terminology Cross selling of financial products Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. EXPERIENCE, QUALIFICATIONS & QUALITIES: Atleast 3 years in branch banking operations. Post-graduate or graduate with appropriate experience. Primary motivation customer service through querry resolution A senior teller or branch operations person. TARGET COMPANIES:HDFC Bank, ICICI Bank, IDBI Bank, UTI Bank AGE: 23-25 years OTHERS: Reporting toSM THE ROLE (bold): Customer service at the Branch, customer retention

About The Role Job Role: Team Leader "¢ Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. "¢ Collaborating with fulfilment teams to ensure best in class conversion ratios. "¢ Ensure availability of trained manpower to maintain production at 100% capacity. "¢ Meet cost to income ratios as determined by Score card. "¢ Adherence to Standards of Performance. "¢ Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: "¢ Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. "¢ People management skill essential. "¢ Experience in working in a tele-sales or relationship management in BFSI preferred. "¢ Certified in AMFI/IRDA. "¢ Good listening skills and strong communication abilities. "¢ Team Player. Job Role: VRM Officer "¢ To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. "¢ This skill will also do sales with assigned customer based mapped to them. "¢ Measure of outcomes NPS, Service Level, Service Quality and Sales. "¢ Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. "¢ Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues. "¢ Complete the logs specified by the process (End-of-day target). "¢ Adherence to Information Security norms & quality process norms. "¢ To be aware of and comply with any updates about the process. "¢ Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: "¢ Should be a least graduate. "¢ No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. "¢ Should not have employment gap for more than a month. "¢ Should have at least completed a year in current org. "¢ Better soft skills conversational skills and English versant scores 7+. "¢ Flexible to work on rotational week offs.

About The Role SERVICE DELIVERY OFFICER (SDO) KRAs: Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. Regular generation of leads for NTB customer and cross sell. The SDO will act as a backup to the SO. Non-transaction related servicing at the Branch Audit,Reconciliation of Branch Accounts Customer query resolution Should have a desire to know and understand financial terminology Cross selling of financial products Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. EXPERIENCE, QUALIFICATIONS & QUALITIES: Atleast 3 years in branch banking operations. Post-graduate or graduate with appropriate experience. Primary motivation customer service through querry resolution A senior teller or branch operations person. TARGET COMPANIES:HDFC Bank, ICICI Bank, IDBI Bank, UTI Bank AGE: 23-25 years OTHERS: Reporting toSM THE ROLE (bold): Customer service at the Branch, customer retention

About The Role Grade- E0 Role- Collection Executive Description for Internal Candidates Job Role / KRA"™s 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