10066 Portfolio Management Jobs - Page 13

Responsibilities: * Manage existing portfolios, provide investment advice & products * Lead HNI client acquisition efforts * Collaborate with sales team on new business opportunities

As an NRI Wealth Relationship Manager , youll manage a select portfolio of NRI and HNI clients. The role is a mix of relationship management and business growth , where you act as a trusted advisor while meeting structured sales and revenue goals.

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing ones through cross-selling of investment products such as Mutual Funds, AIFs, PMS, TPP, Open Market etc. Identify opportunities for upselling and cross-selling various financial solutions to HNI clients to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional customer service and ensuring their financial goals are met. Collaborate with internal teams to resolve client queries and issues related to portfolio management services. Meet sales targets set by the organization while adhering to regulatory compliance no...

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 Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank's retail receivables, with a sharp focus on loss containment, cost efficiency, and portfolio sustainability. Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution. RPMG engages delinquent customers with multiple repayment solutions and financial counseling, promoting responsible credit behavior and long-term financial health. This approach aligns with the bank's overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key...

About Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank's retail receivables, with a sharp focus on loss containment, cost efficiency, and portfolio sustainability. Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution. RPMG engages delinquent customers with multiple repayment solutions and financial counseling, promoting responsible credit behavior and long-term financial health. This approach aligns with the bank's overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key...

About Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank's retail receivables, with a sharp focus on loss containment, cost efficiency, and portfolio sustainability. Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution. RPMG engages delinquent customers with multiple repayment solutions and financial counseling, promoting responsible credit behavior and long-term financial health. This approach aligns with the bank's overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key...

About Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank's retail receivables, with a sharp focus on loss containment, cost efficiency, and portfolio sustainability. Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution. RPMG engages delinquent customers with multiple repayment solutions and financial counseling, promoting responsible credit behavior and long-term financial health. This approach aligns with the bank's overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key...

About Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank's retail receivables, with a sharp focus on loss containment, cost efficiency, and portfolio sustainability. Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution. RPMG engages delinquent customers with multiple repayment solutions and financial counseling, promoting responsible credit behavior and long-term financial health. This approach aligns with the bank's overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key...

About Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank's retail receivables, with a sharp focus on loss containment, cost efficiency, and portfolio sustainability. Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution. RPMG engages delinquent customers with multiple repayment solutions and financial counseling, promoting responsible credit behavior and long-term financial health. This approach aligns with the bank's overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key...

About Acquiring and Cards: The Acquiring and Cards department focuses on the Cards and merchant acquiring business of the bank. The Bank offers a wide range of cards designed for the customers specific needs along with offering PoS services under the Acquiring business vertical within the cards team. The department is also responsible for driving growth in the UPI payments space. About the Role: The Product team manages the entire product line life cycle from strategic planning to tactical activities. They are responsible for conceptualizing and implementing the strategic plan to steer top line growth and bottom line delivery. The Product team is also responsible for Product Development, Por...

About Acquiring and Cards: The Acquiring and Cards department focuses on the Cards and merchant acquiring business of the bank. The Bank offers a wide range of cards designed for the customers specific needs along with offering PoS services under the Acquiring business vertical within the cards team. The department is also responsible for driving growth in the UPI payments space. About the Role: The Product team manages the entire product line life cycle from strategic planning to tactical activities. They are responsible for conceptualizing and implementing the strategic plan to steer top line growth and bottom line delivery. The Product team is also responsible for Product Development, Por...

Strategic Programs: Bharat Banking Product Manager - Microfinance About Rural Lending - Microfinance The program aims to lend small ticket unsecured loans in the range of INR 10k to 50k to economically active poor women individually or under Joint Liability Group (JLG) through Business Correspondent channel About the Role The Product Manager manages the entire product line life cycle from strategic planning to tactical activities. They are responsible for conceptualizing and implementing the strategic plan to steer top line growth and bottom line delivery. The product manager is also responsible for Product Development, Portfolio Management and Analysis. Key Responsibilities .Responsible for...

About Acquiring and Cards: The Acquiring and Cards department focuses on the Cards and merchant acquiring business of the bank. The Bank offers a wide range of cards designed for the customers specific needs along with offering PoS services under the Acquiring business vertical within the cards team. The department is also responsible for driving growth in the UPI payments space. About the Role: The Product team manages the entire product line life cycle from strategic planning to tactical activities. They are responsible for conceptualizing and implementing the strategic plan to steer top line growth and bottom line delivery. The Product team is also responsible for Product Development, Por...

About Acquiring and Cards: The Acquiring and Cards department focuses on the Cards and merchant acquiring business of the bank. The Bank offers a wide range of cards designed for the customers specific needs along with offering PoS services under the Acquiring business vertical within the cards team. The department is also responsible for driving growth in the UPI payments space. About the Role: The Product team manages the entire product line life cycle from strategic planning to tactical activities. They are responsible for conceptualizing and implementing the strategic plan to steer top line growth and bottom line delivery. The Product team is also responsible for Product Development, Por...

About Bharat Banking - B2C Farmer Funding Farmer funding team aims to provide timely credit facilities to farmers, meeting all their cultivation, farm maintenance, consumption and investment needsby offering various loan products like KCC (Kisan Credit Card), Kisan Samarth (ODSAM) and ODCON. About the Role: The Portfolio team member is responsible for maintaining the portfolio health and ensuring that the irregularities are at its minimal. Key Responsibilities To drive the following objectives through the field teams & Support Teams viz. Credit, Collection, Operations, Product, BIU. Deepen the existing relationships by driving Enhancement and cross selling of the Bank's Liability products & ...

Job Title: Investment Analyst Single Family Office Location: Bangalore, India Reporting To: CIO/Family Office Head Type: Full-time | On-site Experience: 2 -3 years Candidate Profile Qualifications MBA (Finance) from a reputable B-school • CFA Level 2 cleared or in progress Preferred Experience • Listed equity research (Indian public markets) • Deal evaluation or business profiling in an investment or advisory team Financial modelling and data collation for internal investment discussions Key Attributes Trustworthy and discreet handling sensitive financial data Detail-oriented with strong follow-through Good communicator Independent, proactive, and able to manage multiple priorities What We O...

Brand: HSBC Area Of Interest Location: Bangalore, KA, IN, 560103 Work style: Hybrid Worker Date: 1 Nov 2025 Some Careers Have More Impact Than Others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Manager,Portfolio Analytics and Insights B...

Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS • Manage clients through client visits, suggest financial products to the clients • Identifying prospective clients & acquiring new clients.

Key Responsibilities: Updating & checking pipeline data, including cross checking with other business teams to verify funding date, allocations, spread, OID, EBITDA, LTV etc. Checking to ensure the pipeline details are populated correctly for deals that have progressed through further stages. Handling weekly and monthly deliverables, meeting the given timelines. Updating holdings data from reports into the deployment backup file, on weekly basis. Refresh fund materials in the deck and ensure data and dates updated. Prepare monthly one-pagers and fund monthly deck immediately post the NAV is made available. Updating of fund monthly returns bridge model with latest results. Support in preparat...

Urgent Hiring for banking client for the following role: Role : RELATIONSHIP MANAGER_ CURRENT ACCOUNT sales department . Experience required: candidate should be experienced in casa sales for atleast 4-5 years in banking . ctc is upto 8 Lakhs age limit is upto 35 years Interested candidate can share cvs on jobs2@dreamsplacement.com

COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR s investments may include the activities of its sponsor...

Proficient in analyzing financial data to provide actionable insights and strategic recommendations. Experience in implementing process improvements and delivering impactful solutions for finance-related projects. Adept at utilizing industry best practices to enhance consulting methodologies and drive client success. Demonstrated ability to manage multiple projects concurrently while maintaining high-quality standards. Knowledgeable in leveraging data analytics tools to support decision-making and optimize financial performance. Skills and attributes To qualify for the role you must have Qualification Master of Business Administration Post Graduate Diploma in Management Experience Financial ...

Demonstrated ability to analyze complex business processes and develop innovative solutions in the finance sector. Proficient in leveraging consulting frameworks to deliver impactful transformation projects within clients financial operations. Strong knowledge of finance and accounting principles to guide strategic decision-making. Experienced in stakeholder engagement to understand client needs and align consulting initiatives effectively. Skilled in conducting market research and data analysis to inform business recommendations and strategies. Skills and attributes To qualify for the role you must have Qualification Bachelor of Technology in Computer Science Experience Cybersecurity (5+ ye...

The Relationship Manager will play a pivotal role in managing relationships, identifying sales opportunities and driving growth in the Old Car Fice vertical. You will be responsible for achieving sales targets and maintaining strong client relationships. 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 pr...