13295 Portfolio Management Jobs - Page 24

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

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 P...

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

Job Overview: Nuvama Wealth is seeking an experienced Relationship Manager Wealth to join our team. The ideal candidate will have a strong foundation in wealth management along with a proven ability to build, manage, and grow high-value client relationships. Location: Hyderabad & Kolkata Key Responsibilities: Acquire, manage, and grow a portfolio of HNI/UHNI clients. Leverage an existing client base to drive business growth and revenue generation. Provide comprehensive wealth solutions across PMS, AIF, Mutual Funds, Insurance, Equity/Stock Trading, and other investment products. Drive revenue growth through effective client engagement, cross-selling, and portfolio expansion. Build and mainta...

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Acquire new clients for Equity, MF, PMS, Insurance & other financial products Manage and service existing HNI / Retail clients Conduct regular client meetings and portfolio reviews Provide investment guidance based on client requirements Required Candidate profile Experience in Stock Broking / Wealth Management / Financial Services Strong communication & relationship-building skills Result-oriented with a passion for sales & client servicing. Perks and benefits Career growth in a wealth management ecosystem

Title Agile Coach Department Asset Management Delivery Location Gurgaon Reports To ISS Scrum Master Lead Level 6 About your team Join our global team of Agile experts, driving continuous improvement and self-managing teams to embad agility across Investment Solutions & Services. About your role As an Agile Coach, you will play a pivotal role in enabling our scaled agile transformation. You will partner with teams, leaders, and stakeholders to embed agile principles, practices, and mindsets across the organisation. Your mission is to foster high-performing, transparent, and collaborative teams that deliver exceptional outcomes for our clients. This role is critical to driving cultural change,...

Work Level : Individual Core : Communication Skills, Result Driven, Problem Solving, Networking Leadership : Influencing, Responsive Industry Type : Banking Function : Credit Manager Key Skills : Lap,Loan Against Property,Credit,Credit Approver,Credit Note,Credit Underwriter,Letter oF Credit,Risk Management,Credit Analysis,Portfolio Management Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Roles & Responsibilities Key Accountabilities: 1) To recommend / approve credit applications in line with agreed process workflows and policies after highlighting / considering all significant risks. 2) To keep track of delinquency levels and ensuring that requ...

Allocation and monitoring of securities within a portfolio, aligned to the banks risk tolerance to framework and changing market conditions, investment objectives and regulatory requirements, utilizing specialist software and data analytics tools, to enhance the portfolio management efficiency and effectiveness. Execution of research and analysis on various securities (equity, bond, funds) to identify profitable investment opportunities, aligned to the banks risk tolerance. Communication of the banks investment philosophy, decision making and investment selection to Clients and other key stakeholders such as Relationship Managers and Investment Advisors. Performance monitoring against benchm...

Responsibilities include, but not limited to: Data Analysis - Analyze financial data, including balance sheets, income statements and cash flow metrics, to assess financial performance and trends. Financial Modeling - Develop complex financial models to forecast future financial outcomes and stress test projected financials. Reporting - Prepare reports and presentations for senior management, summarizing findings and providing recommendations Portfolio Management - Quarterly review of financials and updating of internal borrower risk scoring. Ad Hoc portfolio management tasks Bachelors Degree in Accounting/Finance or equivalent experience (3-5 years) required. Proficiency reading GAAP financ...

Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Financial Services Unit Aditya Birla Capital Ltd Location Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) Area Sales Head Reports to: Poornata Position Title Function Sales-SLS Reports to: Function Sales Department BGFMRS-Mortgages Retail Sales Reports to: Department SME Tier 1 Designation of the Employee Area Sales Head Designation of the Manager Regional Sales Head Date of writing/updation of JD Job Purpose: Write the purpose for which the job exists (in 2-3 lines) ( Max...

Job Purpose: The Relationship Manager Mid Market is responsible for acquiring, managing, and growing relationships with mid-sized corporate clients. The role focuses on understanding client needs, offering appropriate financial solutions, and achieving business and revenue targets while ensuring strong customer satisfaction. Key Responsibilities Acquire new mid-market clients and build long-term relationships Manage an assigned portfolio of mid-market corporate customers Understand clients business needs and offer suitable banking/financial products Drive revenue through loans, trade finance, cash management, and other services Ensure timely credit appraisal, documentation, and disbursement ...

Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Ficial Services Unit Aditya Birla Capital Ltd Location Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) Area Sales Head Reports to: Poornata Position Title Function SalesSLS Reports to: Function Sales Department BGFMRSMortgages Retail Sales Reports to: Department SME Tier 1 Designation of the Employee Area Sales Head Designation of the Manager Regional Sales Head Date of writing/updation of JD 1) Job Purpose: Write the purpose for which the job exists (in 23 lines) ( Max 13...

Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Ficial Services Unit Aditya Birla Capital Ltd Location Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) Area Sales Head Reports to: Poornata Position Title Function SalesSLS Reports to: Function Sales Department BGFMRSMortgages Retail Sales Reports to: Department SME Tier 1 Designation of the Employee Area Sales Head Designation of the Manager Regional Sales Head Date of writing/updation of JD 1) Job Purpose: Write the purpose for which the job exists (in 23 lines) ( Max 13...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

Project Role : Program/Project Management Lead Project Role Description : Manage overall delivery of a program or project to achieve business outcomes. Define project scope and monitor execution of deliverables. Communicate across multiple stakeholders to manage expectations, issues and outcomes. Must have skills : Project Portfolio Management Tools Good to have skills : NAMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Program/Project Management Lead, you will oversee the comprehensive delivery of programs or projects, ensuring alignment with business objectives. Your typical day involves defining project scopes, monitoring...

Join us as a Portfolio Analyst Youll be accountable for the provision of investment planning and transformation portfolio design services by supporting all aspects of our portfolio management approach Working closely with the Portfolio Manager, youll ensure that we continue to complete accurate monthly reporting and assurance activities required by our senior leaders Youll enjoy considerable variety as well as stakeholder engagement and have the ability to seek information and find solutions Youll be supporting forecasting and managing workforce and financial plans, including tracking actual performance against forecast We''re offering this role at associate vice president level What you''ll...

The Business Partner plays a critical role in enabling strategic alignment between KBS and its business units, ensuring high-quality service delivery, stakeholder satisfaction, and continuous improvement. This role acts as a key liaison between KBS operational teams and frontline/area leadership, driving collaboration, resolving escalations, and supporting transformation initiatives. The ideal candidate will be a highly skilled professional with a strong background in stakeholder management, project leadership, and a proven ability to drive results in a dynamic environment. Key Responsibilities Key Responsibilities 1. Governance and Methodology Establish and Enforce Standards: Design, implem...

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Job description Roles and Responsibilities Acquire and manage a portfolio of high-value customers, ensuring strong relationships and long-term engagement. Understand client needs and provide tailored solutions across banking products such as savings, investments, loans, and insurance. Drive cross-selling of financial products to maximize wallet share and achieve assigned revenue targets. Conduct regular portfolio reviews and proactively address customer queries and service requirements. Ensure compliance with regulatory guidelines, internal policies, and risk management standards in all transactions. Collaborate with internal teams to deliver seamless customer experience and resolve operatio...

Title: Business Development Head - (Contract Manufacturing/CMO / CDMO) - Pharmaceutical Human Health Industry (DOMESTIC MARKETING & BUSINESS DEVELOPMENT ONLY) Summary: We are currently seeking a dynamic and experienced Business Development Head (FOR DOMESTIC MARKETING) to spearhead our business development initiatives in the pharmaceutical human health sector. This pivotal role requires a focus on B2B marketing and contract manufacturing, particularly in oral liquids and nutraceuticals. The ideal candidate will bring a strong background in multinational corporate environments, with a demonstrated track record of success in generating new B2B orders and selling developed products within the h...

We are seeking a Relationship Manager to build, maintain,and grow strong relationships with our clients.The ideal candidate will act as a trusted point of contact,ensuring client satisfaction,identifying opportunities for longterm business success.

As a candidate for the role in Ahmedabad, you will be involved in a mix of research, operations, and startup interfacing. Your responsibilities will include: - Working with the team on all program-related execution - Building sector knowledge and contributing to creating content like sector landscaping and use-cases - Helping prepare IMs, one pagers, and other stakeholder reports - Providing advisory and support services to program portfolio companies - Facilitating investments and supporting startups in their fundraising - Interacting and maintaining relationships with portfolio companies, mentors, and other stakeholders - Creating timely portfolio update reports and monitoring the performa...

We are looking for aPrincipal Delivery Manager to join our team who will be focusing on driving the delivery of business outcomes for the IP segment, with a particular emphasis on programs and products related to Data Science, Machine Learning, and AI. This includes leading end-to-end delivery of technology and software development projects across the Patent Intelligence portfolio and other initiatives that leverage advanced data, search, and AI capabilities. The successful candidate will be responsible for planning, executing, and reporting on the Intellectual Property Data Science and Search team portfolio. This includes establishing and facilitating program operating rhythms, portfolio pl...

As a Relationship Manager in the financial services industry, your role will involve understanding clients' business objectives and challenges to provide strategic recommendations. Building strong client relationships, analyzing data, and fostering partnerships for acquiring and managing Equity, Currency, and Commodities trading accounts and investments will be crucial. - Regularly review client portfolios to evaluate performance, balance investments, and optimize asset allocation. - Monitor market trends and economic developments to make timely adjustments to client portfolios. - Ensure compliance with regulatory requirements and internal policies in all client interactions and investment r...