10126 Portfolio Management Jobs - Page 33

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. 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 report - Portfolio management €“ Maintaining healthy portfolio - Ensure adherence to sales governance & compliance processes - Adherence to customer delivery & queries within defined TAT - Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the are...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans. Managing & grooming of the team to achieve their respective targetsCulture 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 Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, da...

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/...

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

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. 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 report - Portfolio management €“ Maintaining healthy portfolio - Ensure adherence to sales governance & compliance processes - Adherence to customer delivery & queries within defined TAT - Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the are...

Job Purpose Managing the collections 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 Check...

Job Purpose "This position is open with Bajaj finance limited" Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines Duties and Responsibilities 1. Portfolio Management Analyses trend of incremental portfolios Chalks out loss projection based on the portfolio 2. Case Management Works out changes in allocation patterns along with Area/Cluster Managers - tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for Skip Tracing; Regularly reviews delay in closures / non-resolution cases / Custome...

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective Advisory. Required Candidate profile Cross selling of other products like Mutualfund,PMS,Insurance.Monitoring &enhancing Advisor'sAdvising skills through call tracking.Acquiring new clients &retaining the oldclients by periodic meetings.

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

The Portfolio Relationship Manager (PRM) in the SME segment of Wholesale Banking is responsible for managing and growing a portfolio of corporate clients with turnover ranging from 50 to 500 crores. This role involves deep relationship management, credit handling, and cross-selling of banking solutions tailored to the unique needs of emerging corporates. The PRM acts as a single point of contact (SPOC) for all client requirements, ensuring high levels of service, profitability, and portfolio hygiene. 1. Portfolio ManagementManage and grow the existing client portfolio by maintaining strong relationships and understanding client needs. Handle credit renewals, limit enhancements, and ensure ti...

Responsible for identifying, acquiring, and managing relationships with Ultra High Net Worth Individuals UHNIs family offices wealth managers & institutional investors for the purpose of marketing and distributing pre-IPO and equity opportunities. Annual bonus

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Delhi, Noida, Mumbai Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for ...

portfolio management, ethics, and investment theory. It is often considered a gold standard in the investment profession. 5-10 years of experience in sector analysis, equity research, or a related field within an equity broking firm. CFA

Job Purpose "This position is open with Bajaj finance limited" Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines Duties and Responsibilities 1. Portfolio Management Analyses trend of incremental portfolios Chalks out loss projection based on the portfolio 2. Case Management Works out changes in allocation patterns along with Area/Cluster Managers - tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for Skip Tracing; Regularly reviews delay in closures / non-resolution cases / Custome...

Job Purpose "This position is open with Bajaj finance limited" Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines Duties and Responsibilities 1. Portfolio Management Analyses trend of incremental portfolios Chalks out loss projection based on the portfolio 2. Case Management Works out changes in allocation patterns along with Area/Cluster Managers - tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for Skip Tracing; Regularly reviews delay in closures / non-resolution cases / Custome...

Job Purpose "This position is open with Bajaj finance limited" Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines Duties and Responsibilities 1. Portfolio Management Analyses trend of incremental portfolios Chalks out loss projection based on the portfolio 2. Case Management Works out changes in allocation patterns along with Area/Cluster Managers - tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for Skip Tracing; Regularly reviews delay in closures / non-resolution cases / Custome...

Job Purpose This position is open with Bajaj Finance Ltd. Duties and Responsibilities Responsible for Policy Drafting, Existing policy changes and implementation of Policy rules on System Responsible for Portfolio Management for Loan portfolio according to annual operating plans and Risk KPIs Responsible to developing new program / DOEs which are relevant for Digital loan process. Responsible for AOP delivery on various risk KPIs Working closely with the Tech team to completely coding of Risk Policy through Rule Engine on BFDL lending platform. Responsible for getting UAT testing of risk rules coded & sign off. Ensuring that the Rule Engine in the BFDL Loan Platform is working as coded and E...

Job Purpose "This position is open with Bajaj finance limited" Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines Duties and Responsibilities 1. Portfolio Management Analyses trend of incremental portfolios Chalks out loss projection based on the portfolio 2. Case Management Works out changes in allocation patterns along with Area/Cluster Managers - tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for Skip Tracing; Regularly reviews delay in closures / non-resolution cases / Custome...

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 C...

Job Purpose Lead the Data and BI Unit for Microfinance business. Contribute to the business formation and expansion analysis by making relevant propensity models for analysis and implementation. Drive usage of models at the field for effective democratization Duties and Responsibilities 1. Business Planning Support for Microfinance Business ‚Lead team in providing internal business team with relevant information/analysis on portfolio and segmentation to enable development of AOP for Microfinance business ‚Address questions users may have with data/analysis, provide various cuts/segments for deep analysis. 2. Segmentation ‚Guide team to understand Microfinance business context and on-ground r...

Job Purpose "This position is open with Bajaj finance limited" Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines Duties and Responsibilities 1. Portfolio Management Analyses trend of incremental portfolios Chalks out loss projection based on the portfolio 2. Case Management Works out changes in allocation patterns along with Area/Cluster Managers - tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for Skip Tracing; Regularly reviews delay in closures / non-resolution cases / Custome...

Contribute to drafting strategies for sectors, countries, or regions for business development; and develop and execute strategies for more complex client engagements with the objective of building a robust investment or advisory pipeline. Develop long-term relationships and engagement plans with key local clients to identify and act on opportunities for repeat business. Draw comparisons with other industry projects across the region to determine fit with current portfolio and conduct quality control to ensure accuracy and adequacy of analytical work completed by junior staff. Assess and articulate the development impact and IFC additionality of moderately complex transactions at the sector o...

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 involves ...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc Build and grow CASA book size by onboarding quality customers...