13295 Portfolio Management Jobs - Page 35

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 ...

Responsibilities: * Develop investment strategies * Manage HNIs' portfolios & wealth * Provide exceptional client service * Collaborate with cross-functional teams * Achieve revenue targets through relationship building

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

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 ...

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 ...

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 ...

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.” Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans. 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 ...

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 PlanningPlanning allocation of portfolios to RO’s and Agencies Based on: PerformancePrevious months track record Data Analysis and Insights Geographical dimensions Capacity Location 2. Vendor ManagementActivities 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 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 area o...

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 ...

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...

Establish, build, and maintain strong relationships with the venture ecosystem across South Asia, including early to growth stage start-ups, venture, corporate and strategic investors and development partners Develop strong relationships with leading industry strategics across relevant industry verticals (ie energy, financial institutions, manufacturing, healthcare, agribusiness, fintech and logistics) to facilitate connections with portfolio companies for commercial and strategic partnerships Lead business development, due diligence, negotiation and transaction structuring of new business opportunities and liaise extensively with colleagues across the regions and industry verticals Develop ...

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...

The candi will join the Global Sourcing & Logistics Service Center organization and will be responsible for processing Sourcing & Procurement requests for a certain commodity / commodity across various regions. The role includes providing Sourcing & Procurement support to the buyers & businesses across the regions. REQUIRED QUALIFICATIONS Graduates with at least 3 to 5 yrs. of experience in Sourcing, Procurement and Supply Chain in BPO/ITES Industry supporting US/UK Clients. PR to PO process experience is must. POSITION ACTIVITIES INCLUDE Maintains purchasing systems, ensuring they reflect current pricing and contract terms. Resolves exception notices and other invoicing disputes. Resolves b...

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 manage...

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 ...

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 ...

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.” 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 organization’s 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,...

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Responsibilities: Manage high net worth clients' wealth through investment advice, portfolio management & life insurance sales. Handle ultra HNIs with expertise in private banking & mutual funds. Health insurance Sales incentives Annual bonus Performance bonus Referral bonus Gratuity Provident fund Maternity leaves Paternity leaves Maternity policy

Role & responsibilities: Analyse financial data to build detailed research reports and financial models. Identify and evaluate investment opportunities across market conditions. Assist in building and managing client portfolios aligned with investment goals. Design tailor-made portfolios for clients. Monitor investment performance on an ongoing basis. Prepare accounting statements, performance reports, and projections. Ensure strict adherence to PMS and other applicable financial regulations . Preferred candidate profile: At least 5 years of overall Stock Market work experience with at least 2 years of experience as Investment Advisor, Assistant Fund Manager, Fund Manager, or Portfolio Manag...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Hi, Greetings from SketchHR Manpower Consultancy (www.sketchhr.com)! We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level ) for one of our leading clients in the Private Wealth Management industry. Our client is one of the leading Private Wealth Management firms , currently expanding its footprint across multiple geographies in India. The firm carries forward the groups core values of Knowledge, Integrity, Trust, and Transparency, and serves affluent families, business owners/promoters, family offices, new-age entrepreneurs, and CXOs. Its business offering is designed to help clients create, preserve, and transition wealth across generations, buil...