3558 Portfolio Management Jobs - Page 13

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 Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of 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 Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

About The Role Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of 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 Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

JobDescription OBJECTIVE OF THE ROLE To ensure Returns filing compliances by way of timely submission after quality verification of IRDAI returns and review of advertisements KEY RESPONSIBILITIES Weightage Ensuring Filing of Regulatory Returns with the Authorities on/before time Maintenance of Regulatory filing calendar upto date Conducting quality verification checks and ensuring correction of identified errors before filing or regulatory returns Setting of processes of data receipt from depts and controls put in place to ensure quality of data for filing Preparation of analytical MIS for above activities and presentation to the management. Maintenance of records Attending to audits 3 0% Review of advertisements, Communications Ensuring Filing of advertisements with the Authorities on/before time Maintenance of Advertisement Register and Communication Register Setting of processes of data receipt from depts and controls put in place to ensure quality of data for filing Preparation of analytical MIS for above activities and presentation to the management. Maintenance of records Attending to audits 1 0% Ensuring AML and IRDA Compliance through compliance checks and monitoring the business based on parameters Filing of Regulatory Returns with the Authorities Ensuring implementation of Board approved Policy and processes AML mail box - Resolving queries of various department on AML aspects Preparation of analytical MIS for above activities and presentation to the management. Maintenance of AML correspondence Attending to audits 30 % Release of Circulars and ensuring implementation of actionables in time Maintenance of register and documentation of actionables Release of compliance self certification and assisting in board documents Verifcation of compliance self certifications and releasing the observations 30% INTERACTIONS Internal Relations All teams External Relations Regulators

About The Role Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of 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 Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

About The Role Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of 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 Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

About The Role Short Description for Internal Candidates 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 Portfo Description for Internal Candidates 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 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 Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of 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 Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous monitoring of the accounts to ensure business is a per budgets Regular monitoring of accounts to ensure there are no delinquencies, portfolio hygiene, post disbursement deferrals closure in time, security perfection To engage with Credit & risk function, legal & technical teams, RCAD & GR team for customer requirements. CA / Graduate / Post Graduate Diploma / Post Graduate in Banking and Finance / Fresher CAs and MBAs can also apply People from Agri Input Industries / rating agencies / NBFCs / Branch banking background with Working Capital Exposure can also apply. Strong oral and written Communication Relationship Management Skill

About The Role Short Description for Internal Candidates 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 Portfo Description for Internal Candidates 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 Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of 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 Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

About The Role Deferral tracking / reporting Timely submission of Deferrral reports -PDF pending are a critical risk to the bank and the PDF report is circulated to the all the business and credit teams including the top management on monthly basis. This is further circulated with a synoptic summary for the top management information. 1. Monthly Reporting of PDFs to Business / Credit / SeSo/ Other Stake holders 2. Monthly submission of Critical PDF Report to CC" Vendor payments -Checking the correctness of bills and timely payments Ensuring timely processing of Vendor Bills Legal Audit- Ensuring all cases due for Legal Audit are sent to Legal and completeness of the same is tracked. Helping in identification and submission of cases for legal audit. Follow up and updation of status of the same NSLR Bonds Ensuring security is created and reminders are sent to Security Trustee -Tracking NSLR Bonds issued by Treasury and follow-up with Security Trustee for confirmation of security creation and registration certificate. CAD Systems Smooth and un-interrupted functioning of DTS / File-Net / Omni scan / Omni scan upload tool "Management and support /maintenance of CAD"™s internal systems DTS / File Net which help in the critical control function as it is thru these systems that a number of risks are managed. These are hardcore and extremely critical system for CAD. Constant liaison is maintained with IT to ensure smooth and uninterrupted functioning of these systems. Storage of executed docs. Smooth Lodgement / Retrieval of docs from storage and updation of storage locaion of document on the system Lodgement - Retreivals - Storage Location uploads - Safe Custody - Old Records - OEC MIS data submission -Timely submission of MIS reportsVarious MIS reports as and when required are formulated and generated which are critical tools in controlling pre-emptively the risks. Providing vital timely and critical inputs and support to all Regional Heads , Portfolio Management teams. Host of MIS reports as required generated with various permutations and combinations to assist in controlling of the department. This also includes preparing presentations for reviews , reports related to tracking and monitoring of business deals, compiling the portfolio parameters as required, portfolio allocations,Credit committee submissions, etc. The MIS generated certainly strives to provide the top management with required info for their decision making. House Keeping- Ensuring all docs are moved to storage within TAT Every fornightly check to make sure that unattended / retreived documents are not lying the the FRFCs and ensuring that documents are moved to storage. Maintaining databases Ensuring prompt updation of databases Maintaining the SHCIL database of dockets lodged at SHCIL & Retreived at SHCIL Maintaining the OEC database of dockets lodged & retreived from OEC Maintaining the LLI databases. Maintaining the Legal Audit status database Maintaining the Accepted Sancions database Maintaining the RCAD takeover database

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

At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, sustainable and more connected world. Job Overview TE Connectivity's Engineering Project Management Teams manage cross-functional engineering projects. They work with Product Management, Sales, Quality, Manufacturing, Finance, and other functions across TE to ensure projects meet financial, schedule and customer expectations. They are responsible for defining and creating project schedules, portfolio management, communication and execution of programs, identifying resource constraints and working with management for resolution, while adhering to LeanPD processes. Required Skills: o Bachelor s degree in engineering or business or local equivalent. o 2 - 4 years of project management experience or other relevant experience o Basic understanding of the interdependence across the engineering, operations, plant manufacturing, and product management functions. o Ability to work in a global environment - able to accommodate varying time zones and able to collaborate with individuals across multiple geographies. (PAC meetings are global and will require that this individual can routinely facilitate early morning and evening meetings.) o Experienced meeting facilitator able to keep participants on topic, achieve all meeting goals, and achieve meeting closure within allotted meeting time. o Strong communicator able to articulate points of view clearly and concisely in a global setting with a diverse audience including senior leadership o Knowledge in Lean principles and/or experience in continuous improvement activities a plus. o Proficiency in developing dashboards using Power BI or Tableau will be considered an added advantage. Responsibilties: o Coordinate and facilitate global PAC (Project Approval Committee) meetings on a weekly basis for all product teams, including scheduling and accurate documentation. o Provide comprehensive administrative support for the PMO office and the Project and Portfolio Management system. o Manage all aspects of Mini-PAC and PAC administration, including facilitation, auditing, and compliance tracking. o Oversee the organization and maintenance of Microsoft Teams and ESS folders; manage dashboard content and access. o Accurately document meeting minutes and PAC action items and collaborate with the global project management engineering team to ensure timely closure. o Monitor and generate reports on the performance and progress of the PMO s project portfolio. o Design and implement Microsoft Teams dashboards aimed at enhancing engineering efficiency and visibility. o Facilitate the collection, tracking, and closure of PMO-related metrics. o Proactively identify opportunities for process improvement and contribute to continuous enhancement initiatives within the PMO. Location

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.

What this job involves: The Project Management process forms the foundation of our delivery. Viewing and analyzing every aspect of the process from a risk lens helps develop a deep understanding of why we do things in a certain way. On site daily training meeting to the workers in the form of TBT to ensure to meet the quality standards and it's requirements by minimizing observations.

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

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

Role: Service Relationship Manager - WC-Working Capital-Sales : Description for Internal Candidates Handling and managing client service request. Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc Monitoring PDD MIS and taking care of timely closure of PDDs. Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RMs for same. Overdue renewal tracking and following up with RM to get it update timely. HO monitoring activities etc

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 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

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. 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.

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

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