7284 Portfolio Management Jobs - Page 28

Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous monitoring of the accounts to ens...

About The Role 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 f...

About The Role Deferral tracking / reporting Timely submission of Deferrral reports -PDF pending are a critical risk to the bank and the PDF report is circulated to the all the business and credit teams including the top management on monthly basis. This is further circulated with a synoptic summary for the top management information. 1. Monthly Reporting of PDFs to Business / Credit / SeSo/ Other Stake holders 2. Monthly submission of Critical PDF Report to CC" Vendor payments -Checking the correctness of bills and timely payments Ensuring timely processing of Vendor Bills Legal Audit- Ensuring all cases due for Legal Audit are sent to Legal and completeness of the same is tracked. Helping ...

About The Role Premier Acquisition Manager-RL SALES- JOB DESCRIPTION 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 1-2 year 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...

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...

About The Role 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 f...

About The Role Recovery Executive Job Responsbibilites: "¢ To Ensure Quality portfolio. "¢ To focus on improving Collections in the area assigned individually or in a team / as a team. "¢ To adhere to the BANKS processes and procedures. "¢ To adhere to Audit requirement Job Requirements: "¢ Passion for Collection. "¢ Willing to Take challenges and responsibility "¢ Should have the ability to convince the customer to pay on our terms and conditions Educational Qualification Should be Graduate

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...

About The Role Platinum Relationship Manager - Household/Business Banking Job Role: Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to 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. Tracks customer compl...

Position - Portfolio Relationship Manager - WC-Salaried PL And Working Capital-Sales Department - WCG Portfolio Reporting Relationship - Will report to TBM/ABM/RBM Position Grade - M2/M3/M4 Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/ Term Deposits/...

The role includes Licensing, Business Development , Entry Strategy, Identification of partners, Portfolio Management, Competitive Intelligence, Sales Forecasting, Budget Management, Product Life Cycle Management, Relationship Management. Required Candidate profile Should be conversant with the regulatory requirements as role would require candidate to oversee the registrations and launch

Role & responsibilities 1. Attending morning meeting to discuss strategy for the day. 2. Promote Focus Product of the month. 3. Take ownership of client queries and use industry knowledge and experience to overcome challenges and solve problems. 4. Generate revenue from new and existing clients. 5. Acquiring new and old clients through the data base. 6. Conduct activities for Client Acquisition and Financial Planning. 7. Develop and maintain strong liaisons with the clients for repeat business or referrals. Desired Candidate Profile: 1. Above one year of experience in relationship management or sales role within the broking industry. 2. Strong knowledge of Equity market, commodity market, Mu...

Duties & responsibilities Liaise with internal parties to obtain appropriate lease documentation Manage document workflow to ensure team responsibilities are completed in a timely manner Work closely with colleagues within other Lease Administration teams to ensure workload is completed in a timely and accurate manner and escalate issues where required To abstract critical and key information from leases and other contract documentation; To transfer or abstract information into various lease and portfolio database systems; To Cross Check and verify Abstracts and System Data; To verify and review System Reports and System Data for Accuracy and Completeness; To perform Lease Document Matching ...

Managing assigned client portfolio to ensure superior service delivery leading to cross sell. CASA Build up, improving product holding per customer through cross sell of banking products, acquiring new clients, walk in clients. Call khyati 9022157571

Job Purpose This position is open with Bajaj Finance ltd. Achieving exceeding Business goals and targets for Commercial Vehicle Finance. Managing grooming of the team to achieve their respective targets Duties and Responsibilities Achieving exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management 99% zero bucket collections Maintaining FEMI at 9% across location span Monthly 5 days location travel Ensure teams adherence to sales governance compliance processes Adherence to customer de...

Job Purpose This position is open with Bajaj Finance ltd. Achieving exceeding Business goals and targets for Commercial Vehicle Finance. Managing grooming of the team to achieve their respective targetsCulture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomes Duties and Responsibilities Achieving exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Port...

Job Purpose This position is open with Bajaj Finance ltd. Achieving exceeding Business goals and targets for Commercial Vehicle Finance. Managing grooming of the team to achieve their respective targetsCulture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomes Duties and Responsibilities Achieving exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Port...

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 and complying with regulators norms Duties and Responsibilities 1.Allocation Planning: Planning allocation of portfolios to ROs and Agencies Based on: Performance: Previous months track record Data Analysis and Insights Geographical dimensions Capacity Location 2.Vendor Management: Activities including researching and sourcing vendors, obtaining quotes, analyzing capabilities, turnaround times, negotiating contracts and managing relationships. Role would include: Capacity Che...

Job Purpose This position is open with Bajaj Finance ltd. Achieving exceeding Business goals and targets for Commercial Vehicle Finance. Managing grooming of the team to achieve their respective targets Duties and Responsibilities Achieving exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management 99% zero bucket collections Maintaining FEMI at 9% across location span Monthly 5 days location travel Ensure teams adherence to sales governance compliance processes Adherence to customer de...

A Snapshot of Your Day Lead all aspects of Data Architecture at Siemens Energy Engage with teams to maintain high data standards, How Youll Make an Impact Lead the maintenance, development, and documentation of the data architecture, Manage and optimize the finance reporting tool, ensuring accuracy and efficiency, Collaborate with multicultural teams to coordinate activities and achieve business objectives, Coordinate roadmap activities and participate in the development work to ensure timely delivery, Implement standard methodologies in data management and portfolio management, Develop and maintain tool interfaces and build new applications from the database, What You Bring Outstanding fina...

Role & responsibilities Develop and manage relationships with HNI customers for liabilities and commercial assets. Ensure high levels of customer service and adherence to bank policies. Cross-sell bank products including CASA, MF, Insurance, and third-party products. Inform clients about new products and enhancements to deepen banking relationships. Plan and execute sales initiatives and client engagement events. Coordinate with group companies to offer seamless access to additional financial products. Maintain comprehensive relationship records and track customer queries/complaints for timely resolution. Preferred candidate profile Experience: Minimum 2 - 8 years in BFSI/Banking, with at le...

Role : Advisor - PCG Job Location - Motilal Oswal Tower, Prabhadevi KEY RESPONSIBILITIES 1. Derivative Trading. 2. Individually handling clients with the book size of 1cr & above. 3. Seamless execution of trades on terminal 4. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 5. Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets REQUIREMENT: Experience: 5+ Years in Financial Markets Domain Knowledge: Understanding of capital markets *Interested candidates can share their Resume at divya.sharma@motilaloswal.com*

Job Purpose This position is open with Bajaj finserv ltd.Engage with B2B customers to build and strengthen relationship with business partners to generate multi product business.Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organizations policiesAct with Integrity Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler and Consumer Durable loans- Sales Force Management & data management- Regular Dealer visit and updating Daily Visit repo...

Roles and Responsibilities More than 3 years of experience required in Banking, Portfolio Management, Cross selling of bank products, sales knowledge Job Role & Location:- PB Teller Authorizer -Chaitaniyanagar-Raigarh Teller -Bhoring, Ghargoda,Pithora WD -Raigarh ,Chaitaniyanagar PB Classic -Raigarh , Gaurishankar,Lailunga,Bhoring,Sarangarh PB Sales -Pithora Perks and Benefits As per Industry Walk in date - 17 September 2025 Walk in time - 11:00 am to 03:00 pm Address - HDFC Bank Ltd, Ward no,01,Shankar Nagar, Raipur Road, Mahasamund Chhattisgarh.