7223 Portfolio Management Jobs - Page 16

Role Overview: You will be responsible for managing valuations, conducting technical audits, setting up standard processes, and monitoring technical evaluation in the location/branch. Key Responsibilities: - Ensure that the NPA's are maintained at minimum trigger levels and recommend appropriate legal actions for stress contracts. - Manage portfolio movement and control loss for the specific product in the assigned region, while keeping roll forward rates to higher buckets within defined parameters. - Analyze and maintain zero delinquency within required parameters/policies and systems. Publish MIS, review daily collections, pending cases, and expected delinquency. - Establish effective inte...

Role Overview: As a Territory Manager at our Retail Banking unit in Mumbai, your main responsibility will be to source loans from the market using DSAs/DSTs and existing channel partners. Your role will also include establishing a quality portfolio, managing a team, maintaining strong relationships, fostering cooperation, and effective communication across different mediums. It is imperative that you ensure adherence to the policies and guidelines set by the bank. Your execution of tasks should be both sales supportive and risk averse, contributing to the larger objectives of the bank. Key Responsibilities: - Source and manage channels from the market to acquire business - Ensure a quality p...

As an Equity Research Intern at Vallum Capital Advisors Pvt. Ltd., you will have the opportunity to work with the Investment Team in Mumbai, gaining hands-on exposure to portfolio management. Your responsibilities will include: - Conducting fundamental research on listed Indian companies across sectors - Preparing financial models, valuation analyses, and earnings projections - Tracking and analyzing sectoral and macroeconomic developments impacting investments - Assisting in preparing research notes, presentations, and investment recommendations - Supporting portfolio monitoring by analyzing company updates, quarterly results, and news flow - Collaborating with senior analysts on live proje...

Role Overview: As an investment consultant at Kohlberg Kravis Roberts (KKR) in Gurugram, you will be joining the Private Asset Backed Finance business of one of the world's largest and most successful investment firms. Your role will involve ongoing proactive performance monitoring of the structured credit/ asset-backed finance portfolio, financial modeling, updating performance metrics, preparing quarterly reviews, collaborating with various teams across KKR, and potentially taking ownership of portfolio monitoring and reporting on certain deals. Key Responsibilities: - Ongoing proactive performance monitoring of the structured credit / asset-backed Finance portfolio, including servicer & o...

Role Overview: You will be responsible for client acquisition and business development through direct and indirect sales. Your main focus will be to offer customized portfolio solutions to clients based on their risk, return, and liquidity profiles. You will need to maximize revenue generation and lead closures by utilizing social and public media marketing campaigns. Your client focus should be strong, including providing pre and post-sales services for long-term wealth retention. Additionally, you will meet and advise clients on real estate, manage transactions, and oversee deal closure from sourcing to ROI generation. Your role will also involve developing Square Yards as a brand by ensur...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Halasuru) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition an...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition ...

You will be responsible for: - Timely due diligence of the funding proposals of the branches - Ensuring the Credit policy implementations - Managing and supervising FI agency/ valuation agency operations - Ensuring quality portfolio of the branches within the set parameters - Conducting training for FI/Channels and cross verticals at regular intervals - Visiting Channels/ Branches and customers at regular intervals - Handling a team of Credit Managers and associates - Providing market feedback through field visits and networking with Credit counterparts of competition You will need the following qualifications: - Strong understanding of credit policies and procedures - Excellent leadership a...

As the Head of Portfolio Management at JITO Incubation and Innovation Foundation (JIIF), your role will involve managing a portfolio of 110+ startup companies, actively supporting them in their growth journey, and ultimately aiming for healthy exits for the investors. You will work closely with founders, providing strategic guidance, operational support, and networking opportunities to help them scale effectively. **Key Responsibilities:** - Managing portfolio of 110+ startup companies - Leveraging the JIIF investor and JITO network for business and strategic connects - Ecosystem connects to optimally manage startups including debt, short-term loans, and business connects - Networking with o...

As a Project Coordinator within the Finance Team at our global energy business, you will play a crucial role in coordinating and executing various business engagement activities. Your responsibilities will include: - Assisting the Business Engagement Manager in planning, coordinating, and performing all engagement activities. - Serving as the primary point of contact for customers involved in engagements. - Preparing reports, presentations, and briefing materials for meetings and engagements. - Facilitating communication between business teams, external partners, and leadership. In addition to these key responsibilities, you will also be involved in: - Planning and coordinating business visi...

Deputy Manager - Activity Business Job Purpose This position is open with Bajaj Finance Ltd. Achieving & exceeding business goals and targets for Rural Two Wheeler Loans. 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 focus on 99% zero bucket collections. Maintaining FEMI at 9% across location and span. Monthly 5 days of location travel. Ensure team's a...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Unit Manager - BFS Direct Job Purpose Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines. Duties and Responsibilities Portfolio Management Analyzes trend of incremental portfolios Chalks out loss projection based on the portfolio Case Management Works out changes in allocation patterns along with Area/Cluster Managers and tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for skip tracing Regularly reviews delay in closures / non-resolution cases / customer service issues (Flow) with ...

Role & responsibilities Requirements Gathering: Engage with stakeholders to elicit, analyse, and document business requirements related to treasury and back-office processes for alternative investments. Process Mapping & Analysis: Document and analyse current-state and future-state processes across cash movements, funding, FX hedging, reconciliations, and settlement workflows. Change Delivery Support: Collaborate with project managers, developers, and testers to ensure successful delivery of system enhancements and process improvements. Stakeholder Engagement: Act as a liaison between business users and technology teams, ensuring clear communication and alignment of objectives. Documentation...

About this role: Wells Fargo is seeking a CIB Portfolio Manager for its CIB Markets Counterparty Credit Management (CCM) Underwriting and Portfolio Management team in India. The global team sits within the Corporate & Investment Banking (CIB) Markets Division and is the front line team responsible for underwriting, grading, and ongoing monitoring of certain institutional client types, mostly non-bank financial institutions such as Broker Dealers, Mortgage REITs, mortgage originators, CCPs, GSEs, and municipalities, as well as regulated funds, hedge funds, and private equity funds, with the focus on entities that transact with the CIB Markets Division. In this role, you will: Participate in m...

Job description Relationship manager ( Working capital) Location :- Bangalore Core Responsibilities Acquisition of New to Bank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. Enhance Book Profitability and Client stickiness by consistently seeki...

Position: Relationship Manager ( Supply Chain Finance ) Location: Bangalore Years of experience Required: 4 to 9 years Qualification: Graduate/Postgraduate in Marketing/Finance Key Responsibilities:- Develop and managing a portfolio of SCF programs for clients, including large corporates and vendors/dealers. - Act as the primary point of contact for clients, owning the end-to-end lifecycle from sourcing to disbursement and monitoring. Vendor finance, Supply Chain Finance, Channel Finance. - Strong client sourcing and origination mindset including analytical mindset with proficiency in tools such as Excel, Power BI or similar are preferred. - Utilization management of the existing clients and...

Job Summary Individually acquire and nurture relationships of the bank through w premium accounts/casa Detailed Responsibilities Generate new business to achieve defined sales targets nd in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued ...

Job Description 10281 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management . Managing PL of the Region and Building up Market Share . Owning and Establishing Tata Capital Wealth Management Brand for the regions . Recruitment, Nurturing talent,Hand Holding . Reviewing team's performance for optimisation of revenues . Co Owning clients of the team . Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offeri...

Role & Responsibilities 100% Outbound sales (50-60 calls per day) Client Portfolio Management Interacting with clients regarding their Google Ads Account Strategizing Google Ads Campaigns and Marketing Maintaining Google Ads Campaigns and Improving performances. Interacting with Agencies to help them with their challenges, advising the best Practices to the Agencies and clients. Demonstrate commitment to consultative sales in service of client goals. Manage a portfolio (book of business) of small business clients with responsibility for revenue for their business and meta. Prioritize outreach plans across your assigned portfolio based on understanding of clients and their needs. Research and...

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...

Walk-In Recruitment Drive: Roles - PB Classic, PB Sales, Teller, Welcome Desk, Imperia & Preferred RM Date - 18-Sep-25 (Thursday ) Time - 11am-1pm (Timings to be followed strictly) Contact person - Divya Yadav Location - Gurgaon Sector 53 Interview Venue - HDFC bank, Vatika Atrium,Vatika Atrium, A-Block, Golf Course Road, Sector-53, Gurgaon, Haryana . 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 - Identify and acquire new customers for the bank's current account products...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore Thippasandra, Indiranagar CMH Road and 100 Feet Road Indirangar) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer ...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income....