10066 Portfolio Management Jobs - Page 12

Role & responsibilities For Relationship Manager PB Classic: Manage and grow the portfolio of Classic / High Net Worth (HNI) clients. Cross-sell banking products like CASA, Insurance, Mutual Funds, Demat, Loans, etc. Provide financial advice and maintain long-term customer relationships. Ensure achievement of monthly revenue and balance growth targets. Maintain compliance and service quality standards. For Branch Sales Manager (BSM): Drive sales and business growth for the branch through CASA, Insurance, and cross-sell products. Manage a team of Sales Officers and ensure branch-level target achievement. Monitor daily activities, ensure high-quality customer acquisition, and maintain business...

About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the P...

Responsibilities: We are looking for a proactive and result-oriented Investment Advisor to join our team. The candidate will focus on selling fixed income products (bonds) to HNI clients and guiding them on portfolio diversification and risk management. Key Responsibilities: Identify, engage, and build long-term relationships with HNI clients, Corporates, Institutions, MF & PF. Advise clients on fixed income investment opportunities and diversification strategies. Conduct portfolio reviews and recommend rebalancing based on market trends. Stay abreast of market movements, interest rate changes, and regulatory updates. Coordinate with internal teams for seamless execution and client servicing...

Salary: 30 to 45 LPA Exp: 7 to 13 years Location: Bangalore/Gurgaon/Pune Notice : immediate to 30 days..!! Role and Responsibilities: Credit Risk /Fraud Risk Strategy: Role Details: The role is expected to use analytical tools to identify opportunities to grow overall assets as well as manage risk. It involves managing risk management framework across customer lifecycle acquisition, portfolio management and collections, across retail lending products. Responsibilities : - Design, analyze, monitor credit risk strategies for different loan products such as personal loans, auto loans, etc. - Identify the opportunity areas for portfolio growth and pro-actively communicate with stakeholders. - Le...

*Manage HNI client portfolios and pitch for Mutual Funds investments. *Have meetings with HNI clients and generating more leads or better client acquisition. Travel allowance Health insurance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements

Acquiring new clients & providing advice on financial investments by selling Mutual Funds, General & Health Insurance. Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM

Urgent Opening in Yes Bank as SBU-Field Collection Commercial ( CV & CE ) Roles and Responsibilities Manage commercial vehicle portfolio through effective collections strategies. Conduct field visits to recover outstanding dues from customers. Identify potential risks and develop mitigation plans for non-performing assets. Collaborate with internal teams to resolve customer issues and improve recovery rates. Analyze market trends and competitor activity to optimize collection processes. ROLE PROFILE REQUIREMENTS Minimum qualification which are essential to execute the role. Education Essential: Bachelors degree in any field Preferred: Bachelors degree in any field Experience Essential: 4-6 Y...

Analyze income statements, balance sheets, and cash flow statements of corporates, banks, and NBFCs to assess their financial health and creditworthiness. Identify key trends, risks, and opportunities in the financial statements and provide recommendations to stakeholders. Generate detailed reports on borrowers, including credit scores, risk ratings, and recommendations for lending decisions. Develop and maintain financial models to forecast future performance and assess the impact of various scenarios on the borrower's credit profile. Conduct industry research and market analysis to stay up-to-date on industry trends and developments. Collaborate with cross-functional teams, including credi...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on ...

Description We are seeking a motivated Financial Consultant to join our team in India. The ideal candidate will assist clients in making informed financial decisions and help them achieve their financial objectives. This is an excellent opportunity for individuals looking to build a career in finance. Responsibilities Conduct financial analysis and modeling to support strategic decision-making. Assist clients in identifying their financial goals and develop comprehensive plans to achieve them. Evaluate investment opportunities and provide recommendations based on thorough research and analysis. Prepare financial reports and presentations for clients and stakeholders. Stay updated on financia...

Job Description Key Roles and Responsibilities: Team Building and Channel Development. Achievement of business plan and strategies. Regular review meetings with team below & above Portfolio management in coordination OPS & Collection Asset Verification of the cases under processing Random field visits Collections of the ED & NS cases What We're Looking For Person should be from the same domain only with relevant experience. Candidates with experience in Commercial Vehicle Loan etc. shall be given due weightage Should have a proven track record of growth Good grasping over collections should be there. Notable interpersonal skills. Preference to locals. Recruiter Name: Drashti Kanjariya Recrui...

Overall purpose of role This is the Program Manager role within the Private Bank Technology team for managing the India Private bank strategic initiatives which include expansion of business propositions with new products, re-design existing products to make them more rewarding both for clients and the firm and Automation Program and other Operations efficiency initiatives. The Program Manager is responsible for overall successful delivery of the Program objectives and ensuring delivery within the committed budget and timelines. The program aims to grow the business and enhance processes and improve controls. This role requires extensive interaction with operations, business stakeholders, te...

Mega Drive for Mutual Fund Sales, SIP in stock market company Locations - , Coimbatore, Mettupalayam, Coonoor, Erode, Mettur, Gobi. Pollachi .Tiruppur Tiruchengode, Ramanathapuram ctc - 2.5 to 5 lacs Experience in Mutual Fund required Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

Brand: HSBC Area of Interest: Branch and Retail Banking Location: Mumbai, MH, IN, 400063 Work style: Office Worker Date: 28 Oct 2025 Some Careers Open More Doors Than Others. Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career th...

Job Purpose: Responsible for analyzing and managing delinquency metrics for the personal loans portfolio, performing customer segmentation, and developing loss reduction strategies with a focus on business growth while maintain risk guardrails. Leverage Machine Learning (ML) and Artificial Intelligence (AI) solutions to automate portfolio monitoring, loss prediction models, which are fed into policy creation and pricing strategies. Principal Accountabilities: Analyze delinquency metrics and portfolio performance, identifying key risk segments on day to day basis. Deep dive into multiple data sources and create features for model development and risk segmentation strategies. Develop and imple...

Role & responsibilities Preferred candidate profile Perks and benefits

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...

Role & 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 record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfactio...

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Vijayawada Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - 5 Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and sug...

Job Purpose/ Summary The Support – RM – QC role in the Steel Rolling Mill is responsible for assisting in the management of raw materials and ensuring quality control throughout the rolling process. The position involves coordinating with procurement for material availability, supporting quality inspections, maintaining records, and ensuring compliance with quality and safety standards. The role plays a key part in maintaining consistent product quality and smooth plant operations. Job Description Raw Material (RM) Support: Coordinate with procurement and stores for timely availability of raw materials (billets, ingots, etc.) Track and report daily RM consumption and stock levels. Ensure RM ...

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing Actively engage in acquiring new customers for CASA accounts.

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing Actively engage in acquiring new customers for CASA accounts.

GTPL is hiring for below positions Executive Online Collection (Payment Gateway Reconciliation) & CMS Reconciliation Perform daily reconciliation of online transactions received through multiple payment gateways (e.g., Razorpay, PayU, Paytm, CCAvenue, etc.). Match payment receipts, gateway payment confirmations, and bank credits to ensure all receipts are correctly recorded. Identify, investigate, and resolve transaction mismatches, chargebacks, refunds, and failed transactions Maintain a detailed reconciliation tracker and report unresolved discrepancies to the Reporting Manager. Coordinate with payment gateway partners and banks for settlement issues. Reconcile CMS bank credits with intern...