3558 Portfolio Management Jobs - Page 20

About The Role Portfolio Manager Department Kotak Mahindra Bank Retails Assets Reporting Relationship Reporting to Location Collections Manager Position Grade M1 M2 Monitoring and maintaining collection for the area. Managing repossession. Co-ordination with collection agency, repossession agent, sale of asset, Legal formalities. Graduate Min 2 5 years of experience in collections. Confident, ability to handle a team of collections, can go to the field when required and also give training to his team when needed

collect, clean and pre-process data from various sources responsible for MIS including tracking of collection vis- -vis legal actions through various tools create reports, dashboards and visualizations to communicate findings effectively data analysis, translate numbers into useful information which can further be utilized for enhancing performance organisationally and individually. work closely with cross-functional teams to identify trends, insights and opportunities to drive business growth. present data driven recommendations to stake holders use statistical tools and techniques to solve business problems conduct predictive and prescriptive analysis to for-cast outcomes and guide strategies

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 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 1-2year 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.

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.

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 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.

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

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

Grade- E0Role- Collection ExecutiveDescription for Internal Candidates Job Role KRA"sv To Ensure Quality portfolio To focus on improving Collections in the area assigned individually or in a team as a team To ensure adherence MOPP Norms To adhere to the BANKS processes and procedures To adhere to Audit requirement Job Requirements, Skills, Knowledge prerequisites Passion for Collection Willing to Take challenges and responsibilityShould have the ability to convince the customer to pay on our terms and conditions Educational Qualificationsv Graduate & above Experience Profile1-3 years

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 REQUIREMENT s 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

Advising clients with regards to their Investments in Equity & Derivatives Market through Virtual engagement. Building relationships with the client & educating them about Investments Accelerating client base. Cross selling of third party products without face to face meeting. Specialized Activities: Helping clients to punch in orders through app Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM VA & VIII Certification

The Private Markets team at Third Bridge supports European and North American Private Equity funds with their primary research needs by leveraging a portfolio of services content available. You will join our content team based in Mumbai, whose aim is to build the worlds most extensive content library for PE/VC-backed companies across the US and Europe. Our content will allow investors in private markets to identify, track and research investment opportunities. Reporting to the Private Markets Quality Excellence Manager, you will be responsible for ensuring we deliver our commitment to producing high-quality content to institutional investment clients globally. This is an amazing opportunity to develop editorial and quality control skills, honing your business acumen and financial markets knowledge and understanding, and being part of a global, dynamic and entrepreneurial team. The successful candidate will show an ability to understand and assess content accuracy, while being informative and grammatically astute. Responsibilities: Review Primer interviews and Tearsheets covering a variety of sectors, ensuring they consistently adhere to Third Bridge s Style Guide. This will include minor editing and suggesting relevant changes, balancing tone, concision, and ensuring an appropriate level of context/detail has been provided. Grade Primers and Tearsheets by following a consistent, thorough and fair scoring system that aligns with client quality standards Use external research platforms and news sources to verify content accuracy or identify discrepancies and coordinate with the content production team if further specialist clarification is needed. Collaborate with the compliance team to escalate content for compliance review and act as a first line of defence in identifying potential compliance issues and/or breaches. Provide continual feedback to the Content Creation Team to ensure we continue to high-quality content Ensure accuracy of tags to ensure content can be easily searched and consumed by our clients Be reactive to content and turn around coverage to strict daily deadlines Collaborate with internal stakeholders globally, including the Interviewer, Compliance, and Operations teams, to ensure all content is of the highest standard A successful candidate will: Be passionate about building a new product Have the ability to think and review Third Bridge content from the point for view of an investor Have prior experience in researching and summarising content Have experience in dealing with written reports dedicated to the investment space Have a strong entrepreneurial drive and desire to develop the Third Bridge s products Be a results-driven team player who is able to effectively manage their time while maintaining a positive and can-do attitude Flexible to work different time zones as per business requirements Be able to thrive in a hybrid (remote and in-office) environments Qualifications Bachelor s or Masters degree 1-4 years of experience in the financial services industry Prior experience using external databases such as PitchBook is preferred Outstanding grasp of editorial and grammatical principles Highly developed attention to detail and researching skills Proficient in English Demonstrable interest in content that covers various sectors and financial markets Eligible to work in Mumbai without requiring sponsorship now or in the future Additional information Additional Information Why work for us What can you expect: Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience. Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure. Learning Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications. Health Well-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health. Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC. Flexibility: Hybrid work options, Work from Anywhere program and flex days, offered at the company s discretion and subject to annual review. Snacks Refreshments: Stay energised with daily snacks, tea, and coffee provided. CSR Days: Contribute to social responsibility with 2 CSR days annually - take time off to volunteer. Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws.

Responsibilities: Review Primer interviews and Tearsheets covering a variety of sectors, ensuring they consistently adhere to Third Bridge s Style Guide. This will include minor editing and suggesting relevant changes, balancing tone, concision, and ensuring an appropriate level of context/detail has been provided. Grade Primers and Tearsheets by following a consistent, thorough and fair scoring system that aligns with client quality standards Use external research platforms and news sources to verify content accuracy or identify discrepancies and coordinate with the content production team if further specialist clarification is needed. Collaborate with the compliance team to escalate content for compliance review and act as a first line of defence in identifying potential compliance issues and/or breaches. Provide continual feedback to the Content Creation Team to ensure we continue to high-quality content Ensure accuracy of tags to ensure content can be easily searched and consumed by our clients Be reactive to content and turn around coverage to strict daily deadlines Collaborate with internal stakeholders globally, including the Interviewer, Compliance, and Operations teams, to ensure all content is of the highest standard A successful candidate will: Be passionate about building a new product Have the ability to think and review Third Bridge content from the point for view of an investor Have prior experience in researching and summarising content Have experience in dealing with written reports dedicated to the investment space Have a strong entrepreneurial drive and desire to develop the Third Bridge s products Be a results-driven team player who is able to effectively manage their time while maintaining a positive and can-do attitude Flexible to work different time zones as per business requirements Be able to thrive in a hybrid (remote and in-office) environments Qualifications Bachelor s or Masters degree 1-4 years of experience in the financial services industry Prior experience using external databases such as PitchBook is preferred Outstanding grasp of editorial and grammatical principles Highly developed attention to detail and researching skills Proficient in English Demonstrable interest in content that covers various sectors and financial markets Eligible to work in Mumbai without requiring sponsorship now or in the future Additional information

Drive strategic planning with insights analytics for key Occupier clients. Creatively combine and interpret different data layers to solve client challenges and unlock opportunities for clients across GOS. As a team leader, manage multiple direct reports ensuring high quality, timely, and accurate delivery of analytics. As the lead representative of Insights Analytics within the APAC region, interface with CW account leads to drive IA collaboration within their account and sales support. About the role: Analyze client portfolios and advise clients on portfolio strategy and optimization opportunities Lead project teams to ensure project success and effective team resource allocation while communicating with Senior team leaders Affinity with strategic consulting and analytics, while looking for creative solutions to create new tools and enhance existing products Part of an international team, willing to travel Contribute to business development assignments, helping to target new clients and grow fee revenue Collaborate with global team members in the development of innovative analytics, tools, and processes Perform outreach to account leaders to diagnose challenges and problem areas, then drive facilitate the delivery and presentation of insights analytics related to those challenges Track programmatic delivery to accounts and the outcomes of that delivery with the account teams About you: 10+ years experience within strategic real estate portfolio management, preferably in a client-facing role consulting / strategy, optimization, or transformation Strong financial acumen and ability to deliver and oversee financial analysis Experience in the management consulting role desired Bachelor s degree, masters preferred Proven track record in business development and client project leadership Ability to think strategically and creatively, to articulate client challenges and demonstrate how the real estate portfolio strategy can address these Ability to manage a team to deliver medium to large scale projects including leading commercial aspect, quality of content, managing client expectations, relationships and new opportunities Strong data analytical skills, ability to distinguish the emerging themes from data/research material to present in an innovative, visual and concise way

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ 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 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 Preferred 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. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 17th July25 (Thursday) Time 10:00 AM to 12:00 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ 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 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 Preferred 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. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 17th July25 (Thursday) Time 10:00 AM to 12:00 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Responsibilities: Manage client relationships through mutual fund, MF, PMS, AIF & AMCS sales. Provide wealth management solutions for HNI clients. Conduct NRI services and Premier/Elite portfolio management. Health insurance Annual bonus Provident fund

As a Manager in the Portfolio Management Services department, you will play a crucial role in acquiring new clients and managing their portfolios to offer them superior investment solutions and services for seamless wealth creation. Your responsibilities will include: - Acquiring new clients and enhancing the engagement of existing clients by delivering comprehensive financial planning solutions. - Regularly communicating with clients to provide them with organization-related information, research updates, and relevant materials. - Reviewing and diversifying existing client portfolios periodically while offering guidance as needed. - Conducting quarterly and annual reviews and analyses of clients" investment portfolios to ensure alignment with their expectations and risk profiles. - Collaborating with the product and research teams to make investment decisions on behalf of clients. - Advising clients on suitable investment opportunities based on their risk profile, return expectations, asset allocation, and liquidity needs. The ideal candidate for this role should possess an MBA qualification, excellent verbal and written communication skills, and a minimum of 3 years of prior experience in the financial services sector, with a preference for exposure to Capital Markets, Mutual Funds, or Financial Institutions. This position is available in Jaipur and Mumbai.,

As a Relationship Manager, you will leverage your 2 years of stock brokerage or demat account management service experience to understand clients" business objectives and challenges, delivering strategic recommendations. You will be the primary point of contact, responsible for building strong client relationships, analyzing data, and fostering partnerships to drive the acquisition and management of Equity, Currency, and Commodities trading accounts and investments. Regularly reviewing client portfolios to assess performance, balance investments, and optimize asset allocation is a critical aspect of this role. You will also be responsible for monitoring market trends and economic developments to make timely adjustments to client portfolios. Ensuring compliance with regulatory requirements and internal policies in all client interactions and investment recommendations is essential. Educating clients about investment risks and implementing risk management strategies to safeguard their investments is a key responsibility. Conducting market research, staying updated on industry trends, economic indicators, and geopolitical events that may impact equity markets, and using data-driven insights to inform investment decisions and client recommendations are integral to this role. Collaboration with research analysts, portfolio managers, and other departments within the firm to leverage expertise is encouraged. Participation in team meetings and sharing insights to enhance client service and satisfaction is expected. Continuous learning and development are emphasized, with a focus on staying abreast of changes in financial markets, investment products, and regulatory requirements through ongoing training and professional development. The role requires continuous enhancement of knowledge and skills to provide superior client service and support business growth. Requirements for this position include a Bachelor's degree in Marketing or Finance, with an MBA being a plus, along with a minimum of 2 years of relevant experience. The ability to drive sales and acquire new clients/accounts, meeting or exceeding targets, is essential. Excellent verbal and written communication skills are required to interact effectively with clients, colleagues, and stakeholders. Strong analytical skills are necessary to analyze market trends, client data, and financial statements for informed decision-making. Proficiency in negotiation skills to ensure mutual benefit for clients and the firm is also crucial. Key responsibilities include client relationship management, channel partner recruitment, investment advisory, and sales strategy development. Building strong relationships with existing clients, offering expert guidance on equity investments, developing and executing recruitment strategies for channel partners, and implementing effective sales strategies to achieve revenue goals are vital aspects of the role. The position offers a salary range of Rs. 3,00,000 - 7,50,000 per annum, with a full-time, permanent job type. The working schedule includes 6 days per week, with morning hours from 10:00 am to 7:00 pm. The job location is Thane, Maharashtra, and work is required in person. In summary, as a Relationship Manager with stock brokerage or demat account management experience, you will play a pivotal role in delivering strategic recommendations, building strong client relationships, and driving the acquisition and management of trading accounts and investments. Your responsibilities will include portfolio review and management, compliance and risk management, market research and analysis, team collaboration, continuous learning and development, client relationship management, channel partner recruitment, investment advisory, and sales strategy development, all aimed at providing superior client service and supporting business growth.,

You will be responsible for underwriting corporate finance business and managing the portfolio in the assigned area. Your key duties will include: - Supporting and co-partnering with business teams to manage end-to-end credit approval for the designated region. - Underwriting cases and presenting them to the senior level for approval. - Authorizing deviations raised and documented by underwriters in compliance with credit policy. - Finalizing the review of credit memos prepared by underwriters, and providing approval/decline sign-offs on every file after checking for documentation requests. - Approving all disbursement requests based on achieved adherence to requirements on agreement value and full documentation attainment at the branch level. - Monitoring and overseeing PDD management to ensure timely completion of personal discussion documents through customer visits in high-value cases. - Overseeing and initiating follow-ups with external vendors (FI, Legal & Technical valuations) to ensure timely query resolution/report submission and eliminate any undue/non-process related delays. - Coordinating with the recoveries team and generating business insights. - Leading a team of credit approvers to ensure portfolio quality and minimize delinquencies. - Engaging in the development, implementation, review, and monitoring of various credit programs, providing training and coaching to continuously upgrade the team's competency, and improving processing efficiency. - Ensuring due diligence in credit analysis, customer application screening, evaluation, underwriting, and loan sanctioning. - Evolving underwriting norms customized to the local market needs and ensuring the continuous enhancement and execution of consumer credit risk strategy. Candidates with an MBA/PGDBA/PGPM/CA or equivalent degree are preferred for this role.,

You will be responsible for monitoring the Best Execution of Fixed Income and Equity transactions as well as the Liquidity of Fixed Income and Equity portfolios. You will compute performance and risk measures using existing models, tools, and processes. Additionally, you will assist in the investment rule setting process, User Acceptance Testing (UAT), maintenance of rules, and monitoring of rule exceptions. Conducting stress tests on portfolios, updating and reporting trackers and dashboards periodically, and monitoring exposures of portfolios will also be part of your responsibilities. You will assist in preparing the Risk Committee Agenda and contribute to the Business Continuity Plan (BCP) and Disaster Recovery (DR) processes. Furthermore, you will support error and incident analysis and reporting processes, as well as identifying, analyzing, and monitoring operational risks through existing and new processes. Additionally, you will assist in the Risk Control Self Assessment (RCSA) process. To qualify for this role, you should be an Article Trainee pursuing CA/CFA Final or an MBA in Finance. Proficiency in MS Office, particularly in Excel with good skills, is required. Knowledge of VBA would be preferable. This position requires 0-1 years of relevant experience.,

Ambit Finvest Pvt. Ltd. is a systemically important ND-SI Non-Banking Financial Company (NBFC) with an AUM of approximately 5000 Cr. Backed by the renowned Ambit Group, India's most respected investment banking and financial services group, Ambit Finvest focuses on helping Entrepreneurs and Business Owners realize the true potential of their businesses through SME Finance. With a presence across PAN India, Ambit strives for continuous growth. The team at Ambit comprises individuals with intellectual depth, extensive experience, incisive knowledge, and an appetite for sustainable growth. As a Policy and Risk Manager in the Vehicle Finance department within the Credit and Risk division, you will report directly to the Chief Risk Officer (CRO) and be based in Mumbai. The ideal candidate should hold a CA or MBA qualification with 5-6 years of relevant experience. Your responsibilities will include: - Monitoring industry trends, key factors affecting the industry, local market trade performance, and regulatory impacts. - Reviewing the portfolio monthly in terms of delinquency, losses, and fraud for the underwritten period, utilizing advanced Excel and PowerPoint skills. - Supporting the delivery of Business Volumes by focusing on operational efficiency through process enhancements and effective policy implementation. - Developing various Policies and Programs in a timely manner and ensuring adherence to the policies and procedures by the Credit Function. - Conducting policy trainings and tests to clarify the stand on Policies continuously. - Compiling and extracting data for various analyses, preparing structured MIS for meaningful interpretation. - Creating DGV (Depreciated Grid Value) and regularly monitoring Vehicle prices for timely corrections if necessary. - Identifying Early Warning Risk Indicators by monitoring triggers and periodically reviewing the portfolio against various parameters. - Monitoring triggers as outlined in LPOs and other schemes, updating, and following up with Credit/sales for adherence/exceptions. - Continuously monitoring Risk Triggers set against each program and tracking disbursements to ensure sourcing quality aligns with projections. - Quantifying major parameters for objective monitoring of portfolio quality and initiating corrective action plans for triggered deviations. - Modifying approval matrices, following up with sales/credit for sourcing corrections, and reporting key trends in markets. - Ensuring corrective plans maintain Net Credit Losses within budgeted levels and discontinuing policies contributing to higher losses. - Addressing unplanned growth affecting portfolio quality in geographies and delegating deviations to line teams. - Developing scorecards and possessing good knowledge of systems for faster TAT delivery without compromising on Risk parameters. If you believe you meet the qualifications and are ready to take on this challenging role, please send your application to shweta.rathore@ambit.co.,

The job's purpose is to lead all wealth management activities in the assigned territories/area, ensuring the achievement of revenue and market share goals, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to HNI and ultra HNI clients. You will be responsible for client engagement and relationship management, market research and analysis, financial planning and reporting, marketing and business development, Portfolio Performance Analysis, Portfolio Management, and Business Analytics. In client engagement and relationship management, you will address HNI and ultra HNI clients for investment requirements by offering an exclusive product bouquet and superior service delivery to help clients achieve their investment goals. You will also be responsible for profiling customers and providing financial products tailored to meet their needs, working closely with Relationship Managers to support client portfolios. For market research and analysis, you will conduct thorough research on investment products, financial markets, and economic trends to enhance client portfolios, and identify cross-selling and upselling opportunities. In financial planning and reporting, you will guide in developing personalized financial plans, preparing accurate financial reports, and setting and achieving cluster-level business targets. As a leader, you will be responsible for establishing the Tata Capital Wealth Management Brand for the area, recruiting and nurturing talent, reviewing team performance, and co-owning clients of the team. Qualifications & Experience required for this role include a minimum of a Postgraduate/ Graduate degree in any discipline and 5-7 years of experience. Leadership competencies sought include Ownership, Passion, Boundaryless Behaviour, Meritocracy, Leadership Effectiveness, Customer Focus, Tech Quotient, Cost Consciousness, Adaptive, Innovative, Collaborative, Analytical, Compliance, Resilient, Decisive, and solution-focused mindset.,