10126 Portfolio Management Jobs - Page 20

Job Requirements Role/ Job Title: Credit Manager-Loan Against Property. Function/ Department: Retail Underwriting. Job Purpose: To assess, evaluate review and approve credit proposals as which is referred to retail credit involving LAP products. To Maintain the service level deliverables agreed with counter parts. Effective portfolio management including regular monitoring, early warning identifications, deferral tracking, renewals and working on appropriate account strategy in conjunction with business team in line with the banks’ risk appetite. Interpersonal relationship Management with Peers. Roles & Responsibilities: Responsible for underwriting secured and unsecured proposals for loan c...

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

1) Job Purpose: Write the purpose for which the job exists (in 2-3 lines) ( Max 1325 Characters) The purpose of this job is: To set business objectives for the branch & geographic region covered by the branch in line with the mortgage business unit objectives of book size, profitability, MIS & portfolio management, team building etc. To own the P&L for the branch in terms of % contribution, NII, campaign/ marketing activity spends, fees, direct sourcing, distribution payments and risk- return parameters To devise business strategy for area wise achievement of business objectives in terms of product mix [LAP/ LRD/ HL] and channel/distribution mix. To ensure end to end management of sales oper...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also invol...

About the role The Real Estate transactions team is responsible for supporting all transactional work and performing all financial analysis, market research and deal management pertaining to WeWork s regional expansion. The Transactions position is responsible for facilitating all actions required for the professional management of WeWork s leasing pipeline and portfolio within their designated region and territory. As a dedicated member of a regional deal team, this role requires a deep understanding of the commercial real estate market, real estate portfolio management, commercial and legal negotiation, and stakeholder management. Manage the day-to-day activities of WeWork s Real Estate po...

RPMG: Cluster Portfolio Manager SBB Loans INTERNAL USAGE: No. of Vacancies: Reports to: National Portfolio Manager Is a Team leader Y Team Size: Grade: AVP/VP Business: SBB Loans Department: Retail Portfolio Management Group Sub - Department: Location: PAN India 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 custom...

RPMG: Cluster Portfolio Manager SBB Loans INTERNAL USAGE: No. of Vacancies: Reports to: National Portfolio Manager Is a Team leader Y Team Size: Grade: AVP/VP Business: SBB Loans Department: Retail Portfolio Management Group Sub - Department: Location: PAN India 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 custom...

RPMG: Portfolio Manager Personal Loan INTERNAL USAGE: No. of Vacancies: Reports to: Area Collections Manager Is a Team leader N Team Size: Grade: AM/DM/M Business: Retail Banking Department: Retail Portfolio Management Group Sub - Department: PDM/Flows/NPA Location: PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans and Credit Cards among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager for Personal Loans ...

RPMG: Cluster Portfolio Manager - Mortgage INTERNAL USAGE No of Vacancies Reports to Circle Manager Is a Team leader Y Team Size Grade AVP Business Retail Banking Department Retail Portfolio Management Group Sub - Department Flows Location PAN India 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 multipl...

RPMG: Portfolio Manager Bharat Banking Loans INTERNAL USAGE No of Vacancies Reports to Area Collections Manager Is a Team leader N Team Size Grade AM/DM/M Business Retail Banking Department Retail Portfolio Management Group Sub - Department PDM/Flows/NPA Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans, Jewel Loans, Business loans and Credit Cards among others They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Ma...

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 ficial counseling, promoting responsible credit behavior and long-term ficial health This approach aligns with the bank s overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key contribu...

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 ficial counseling, promoting responsible credit behavior and long-term ficial health This approach aligns with the bank s overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key contribu...

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 ficial counseling, promoting responsible credit behavior and long-term ficial health This approach aligns with the bank s overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key contribu...

RPMG: Legal Manager INTERNAL USAGE No of Vacancies Reports to SVP I Is a Team leader Y/N Team Size Grade VP Business Retail Banking Department RPMG Sub - Department Legal Location About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like home loans, car loans, and personal loans among others They also offer working capital loans and business loans for small businesses and is also responsible for receivables/collections business of the bank About the Role The Legal Manager handles multiple portfolios for loans The Circle Legal Manager ensures NPA resolution and recoveries through Legal tools in delinquent buc...

JD- Portfolio Relationship Manager Experiene-2+ years(Real estate industry experience mandatory) Only female candidate preferred Location- Chennai, Hyderabad, Mumbai Responsibilities: Lead and manage the real estate portfolios of high-net-worth individuals, offering expert advice and strategic solutions for asset management and growth. Develop and nurture strong, long-term relationships with clients, understanding their unique needs and objectives to provide tailored services and solutions. Foster and expand our network of builders and partners, maintaining collaborative and mutually beneficial relationships. Provide innovative and value-added solutions to meet client requirements, enhancing...

Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations documentation and policies Collaborating with other teams to implement process improvements Staying up-to-date with industry trends and best practices in investment operations Technologies involved may include trading platforms, custodian systems, and investment management software Technical Skills Skills Requirements: Knowledge of investment products such as equities, bonds, and derivatives Experience in managing investment operations proc...

11 20 years of relevant experience in Data & Analytics project delivery, portfolio management, ETL migration projects from legacy to cloud, data transformation projects and data support operations. Specialization in Delivery Management (including Projects and Support Delivery), Client Management, Team Management, Escalation Management, Strong Stakeholder Management, Budgeting and Forecasting (P&L) Management should be managing a team size upto 100 team members with Portfolio Size being approx. $10M Proven track record of delivering complex projects working in latest modern tech stack including AWS, Azure, GCP...Power BI, Tableau for data visualization and reporting. Report Migration from leg...

Job Requirements Job Requirements Role/ Job Title : Debt Manager-Flows-Commercial Vehicle Function/ Department : Collections Job Purpose: The role bearer has the responsibility to plan, organize, direct and oversee the activities of the collections department. It also includes managing the agencies associated with the company in their assigned territory. The role bearer is responsible for the efficiency and optimization of retrieving EMI from the customers and ensuring adherence to all the guidelines laid out by the bank contributing to the larger organizational objectives of the bank. Roles & Responsibilities: Responsible for managing and undertaking collections process for debts that have ...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones through various channels such as Priority Banking, Preferred Banking, and Wealth Management. Identify opportunities for cross-selling of retail liabilities products like CASA deposits to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional service quality standards. Collaborate with internal teams to resolve client issues promptly and efficiently. Analyze market trends and competitor activity to stay ahead in the competition. Desired Candidate Profile 9-14 years of experience in Retail Branch Banking or ...

Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Mobile bill reimbursements Retention bonus Sales incentives Travel allowance Health insurance Annual bonus

Job Purpose Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Job Purpose Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Job Purpose Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which

Role & responsibilities New product development- new fund ideation and research and development for launching new products including New Asset Class/Alternate Funds, International and Gift City funds and domestic mutual fund products. Work on asset allocation models to provide bundled solutions through fund of fund structure products. Analyze the existing products and its related features to enhance the appeal of the product. Provide product/marketing related literature and work with Investment Team to prepare Market Outlook Reports and communication of portfolio strategy. Peer Group Analysis with competitor funds. Prepare due diligence reports for global fund mandates and for various distri...