7223 Portfolio Management Jobs - Page 15

OB 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 / Post Graduate Having more than 1-2 year work experience

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 customer's . Having more than 1-2 year work experience

OB 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 / Post Graduate Having more than 1-2 year work experience

Role Name: Junior Acquisition Manager / E0 Acquisition Manager / M1 Premier Acquisition Manager / M2 Function: Consumer Bank - Retail Liabilities 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 / Post Graduate Having more than 1-2 year work experience

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 customer's . Having more than 1-2 year work experience

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 customer's . Having more than 1-2 year work experience

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 customer's . Having more than 1-2 year work experience

OB 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 / Post Graduate Having more than 1-2 year work experience

Roles & Responsibilities :- Identify and evaluate opportunities for acquiring loan portfolios - Home Loans, LAP. Conduct initial discussions with originators for securitization deals. Coordinate with internal business and product teams to assess suitability of portfolios. Review underlying loan agreements, origination processes, and customer profiles. Work with treasury and legal teams to structure the securitization/assignment transactions. Prepare MIS and reports for management, investors, and regulators. Explore new partnerships with banks, NBFCs, fintechs, and microfinance institutions. Stay updated on market trends, RBI guidelines, and competitor practices.

Area Manager - Tractor Finance Job Purpose Plan, organize, and control collections for PLCS Tier II Growth markets for Bucket 0 and Bucket 1 through efficient portfolio management and cost management. Develop forecasts for manpower and collections resolution planning. Duties and Responsibilities Collection Planning Develop monthly, six-monthly, and annual collection plans. Analyze AOP targets and determine aspirational targets; distribute targets across calendar months to increase resolution as per location nuances. Cascade AOP and aspirational targets across Zone Managers (ZMs) and Regional Collection Managers (RCM). Review performance (POS resolution and POS flow) region and location-wise ...

Area Manager - Commercial Vehicle Retail Job Purpose This position is open with Bajaj Finance Ltd. Achieving and exceeding business goals and targets for Commercial Vehicle Finance. Managing and grooming the team to achieve their respective targets. Duties and Responsibilities Achieving and exceeding business goals and targets for Rural Two Wheeler Loans. Creating a strong and compliant sales culture to drive business. Sales force management, data management, and efficient use of call center leads. Dealer visits along with sales manager/FOS. Portfolio management - maintain 99% zero bucket collections. Maintain FEMI at 9% across location and span. Monthly 5 days location travel. Ensure team's...

Area Manager - Commercial Vehicle Retail Job Purpose This position is open with Bajaj Finance Ltd. Achieving & exceeding business goals and targets for Commercial Vehicle Finance. Managing and grooming the team to achieve their respective targets. Duties and Responsibilities Achieving & exceeding business goals and targets for Rural Two Wheeler Loans. Creating a strong and compliant sales culture to drive business. Sales force management, data management, and efficient use of call center leads. Dealer visits along with sales manager/FOS. Portfolio management with a target of 99% zero bucket collections. Maintaining FEMI at 9% across locations and span. Monthly 5 days location travel. Ensure ...

Area Manager - Commercial Vehicle Retail Job Purpose Achieving and exceeding business goals and targets for Commercial Vehicle Finance. Managing and grooming the team to achieve their respective targets. Duties and Responsibilities Achieve and exceed business goals and targets for Rural Two Wheeler Loans. Create a strong and compliant sales culture to drive business. Manage sales force, data, and efficiently use call center leads. Conduct dealer visits along with sales manager/FOS. Portfolio management aiming for 99% zero bucket collections. Maintain FEMI at 9% across location and span. Monthly travel to locations for at least 5 days. Ensure team's adherence to sales governance and complianc...

Villgro is a leading incubator supporting startups that drive positive social impact. We support enterprises through grants, low-cost debt, and equity, while also offering targeted technical assistance. In addition, we design and implement programs that deliver tangible, real-world outcomes. Key deliverables Villgro is seeking a dynamic, impact-driven professional with an entrepreneurial mindset to lead and scale climate-smart innovations in waste and water management. The role focuses on leading programs in waste and water management where critical components are building partnerships with local governments, engaging with research & advocacy partners for quicker adoption and planning financ...

Responsibilities: * Manage HNIs' portfolios, provide investment advice. * Handle alternative investments, private banking services. * Collaborate with banking products team.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (10+ Years Exp) 3) Preferred Relationship Manager (6+ Years Exp) 4) Imperia Relationship Manager (8+ Years Exp) 5) Branch Sales Manager (6+ Years Exp) 6) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams t...

Walk-In Recruitment Drive: Roles - PB Classic, PB Sales, Imperia & Preferred RM and Branch Manager Date - 20-Sep-25 (Saturday ) Time - 11am-1pm (Timings to be followed strictly) Contact person - Himanshu Mudgal Location - C-Scheme Jaipur Interview Venue - HDFC Bank,O-10 Ashok Marg ,2nd floor Near Ahinsa Circle Jaipur Seeking experienced candidates only for mentioned roles (Minimum 3+ Years of Retail Branch Banking Exp Required) Freshers need not apply. Role & responsibilities (Sales) - PB 3+ Years of Exp required in Banking Sales and RM/BSM 5+ Years of exp required in Banking Sales and for BM must have experience as BM in competative banks. - Identify and acquire new customers for the bank's...

Company Description Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth while ensuring transparency, trust, and a client-centric approach. Our headquarters is located in Pune, and further information can be found on our website www.purnartha.com. Role Description This is a full-time on-site role for a Senior Wealth Manager at our Pune office. The Senior Wealth Manager will be resp...

Company Description First Door Realty LLP provides data-backed, transparent, and personalized real estate consultancy, guiding clients to make smarter homebuying and investment decisions. With a strong presence in Pune, Noida, Delhi, Mumbai, and Bangalore, we specialize in end-to-end support for both residential and commercial real estate transactions. We offer market insights, RERA-verified options, and personalized support to help clients unlock the right door for their real estate needs. Role Description This is an on-site full-time role for a Senior Manager (Home Loan) at our Noida location. The Senior Manager will be responsible for overseeing the home loan segment, managing loan servic...

We are looking for a passionate Intern to join our Recruiting Team at Miratech. This position requires a tenacious self-starter who enjoys finding world-class talent on a global basis using a variety of sourcing techniques, tools, and resources. You will work cross-functionally with different business departments to understand hiring priorities and use that knowledge to build deep talent pipelines. This position is subject to onboarding and working remotely during these uncertain times and the rapidly changing environment. Responsibilities: Talent sourcing through LinkedIn direct outreach. Provide a strong focus on sourcing passive and active candidates through networking, complex internet s...

Job description Key Responsibilities: Sales and Business Development: Identify, qualify, and develop new business opportunities within the capital markets and investment sales sectors. Build and maintain strong relationships with institutional investors, high-net-worth individuals (HNWIs), and other key stakeholders. Advise clients on investment opportunities and assist in structuring investment deals. Collaborate with senior management to develop tailored investment strategies and solutions for clients. Market Research and Analysis: Monitor and analyze capital markets, trends, and investment opportunities. Conduct comprehensive market research to identify potential deals, acquisitions, and ...

Job description Key Responsibilities: Sales and Business Development: Identify, qualify, and develop new business opportunities within the capital markets and investment sales sectors. Build and maintain strong relationships with institutional investors, high-net-worth individuals (HNWIs), and other key stakeholders. Advise clients on investment opportunities and assist in structuring investment deals. Collaborate with senior management to develop tailored investment strategies and solutions for clients. Market Research and Analysis: Monitor and analyze capital markets, trends, and investment opportunities. Conduct comprehensive market research to identify potential deals, acquisitions, and ...

You will be responsible for acquiring, managing, and deepening client relationships in the retail lending segment. This involves identifying lending needs, providing suitable product solutions, and ensuring high standards of customer service and compliance. - Source new clients for retail lending products such as home loans, personal loans, auto loans, loan against property, and credit cards. - Generate business through referrals, branch walk-ins, corporate tie-ups, and direct outreach. - Understand customers financial needs and recommend appropriate lending products. - Provide end-to-end support from documentation to disbursement. - Achieve monthly and quarterly sales targets for assigned l...

As an Investment Risk Senior Risk Analyst at DWS in Mumbai, India, you will have the opportunity to be part of an industry-leading firm with a global presence. You will play a crucial role in finding investment solutions to ensure the best possible foundation for clients" financial future. At DWS, you will have the support and platform to develop new skills, make an impact, and work alongside industry thought leaders, ultimately leading an extraordinary career. **Key Responsibilities:** - Conduct portfolio risk monitoring, analysis, and reporting across risk types (e.g. market risk, liquidity risk, sustainability risk, and counterparty risk) and asset classes (e.g. equity, fixed income, and ...