10126 Portfolio Management Jobs - Page 37

As a Credit Manager/Head in the NBFC (Unsecured Business Loan) division, your role involves assessing the creditworthiness of potential borrowers and making informed lending decisions. You will be responsible for underwriting loans, developing credit policies, mitigating risks, managing the loan portfolio, ensuring compliance, and generating credit-related reports. Key Responsibilities: - Evaluate the creditworthiness of potential borrowers using financial statements, credit reports, and industry trends. - Utilize credit scoring models and risk assessment tools for making lending decisions. - Determine appropriate loan structures and collaborate with the underwriting team for timely processi...

As a Relationship Manager - Sales (Mutual Funds) in Guwahati, Assam, you will play a crucial role in acquiring new clients, fostering strong relationships, and assisting investors in achieving their financial objectives through appropriate mutual fund solutions. **Key Responsibilities:** - Identify and onboard new clients by actively reaching out to potential prospects. - Cultivate and nurture lasting relationships with current clients, delivering personalized service to cater to their investment requirements and goals. - Perform thorough client needs assessments to grasp their financial objectives, risk tolerance, and investment preferences, and suggest suitable mutual fund products. - Educ...

As a Business Development Executive, your role involves acquiring new clients and managing relationships with existing business customers. Your responsibilities include: - Source new-to-bank (NTB) current account customers through market visits, industry scoping, and referrals to expand the customer base within your designated area. - Engage in direct customer interaction to explain and sell various current account products and services to prospective business clients. - Develop and maintain long-term, profitable relationships with existing business clients as their primary point of contact for queries and account-related needs. - Deepen relationships by cross-selling banking products like l...

Role Overview: You are being recruited for the position of Associate within the European Direct Lending Group at Ares, focusing on Portfolio Management. This role requires strong analytical and interpersonal skills, along with the ability to work effectively with limited supervision. You will have the opportunity to be part of a growing group that provides exposure to various phases of the Direct Lending process. Key Responsibility: - Monitor European corporate debt and equity investments, including general portfolio management - Assist deal teams with assigned investments, quarterly valuation, and reporting - Support potential restructuring of investments with senior professionals - Assist ...

Role Overview: Orange Business is undergoing a major transformation and is looking for a Solution Integrator for Monitoring and Observability. In this role, you will be responsible for designing, implementing, and optimizing end-to-end monitoring and Observability solutions to drive data-driven decision-making and innovation within the organization. Key Responsibilities: - Design and build the next-generation monitoring and Observability platform while managing the current solution and leading the migration strategy. - Implement full-stack Observability platforms, AIOps, and telemetry solutions such as Splunk, MoogSoft, and ELK. - Utilize monitoring platforms like Ciena UAA, Solarwinds, NNMi...

Job Description: You will be responsible for managing and leading teams, defining performance objectives, allocating resources, and ensuring prompt resolution of credit decisions and collection matters. Additionally, you will align individual metrics with corporate objectives, identify talent for development opportunities, and drive efficient credit and collection operations at a regional level. You will evaluate credit risk, authorize credit decisions, resolve challenges with high-value customers, propose structural enhancements, and provide strong leadership across businesses and functions. Your responsibilities will also include talent management, recruitment, performance management, coac...

As an Asset Manager, you will be responsible for managing and optimizing assets on behalf of clients, which may include individuals, businesses, or organizations. Your main role will involve developing and implementing investment strategies to maximize asset value while effectively managing risks. You will be required to monitor asset performance, manage portfolios, conduct financial analysis, and provide strategic advice to help clients meet their financial goals. Key Responsibilities: - Manage clients" financial and physical assets such as stocks, bonds, real estate, commodities, and other investment products. - Develop, organize, and maintain investment portfolios to maximize returns and ...

As a Credit Assessment Manager for Loan Against Property (LAP) in Chennai, your role will involve managing and overseeing the credit assessment process. You will be responsible for evaluating loan applications, assessing creditworthiness, and determining loan eligibility. This includes analyzing financial statements, credit reports, and other relevant documents to make informed decisions. Key Responsibilities: - Evaluate loan applications and assess creditworthiness - Determine loan eligibility based on thorough analysis - Ensure compliance with lending policies, procedures, and regulatory requirements - Monitor and manage the loan portfolio, including delinquency and recovery - Collaborate ...

Role Overview: The Equity Seeds is looking for a Progress Partner based in Ajmer to provide expert financial advice, manage portfolios, conduct market research, and develop investment strategies for clients. Your daily responsibilities will include data-driven analysis, creating personalized financial strategies, and ensuring compliance with SEBI regulations. Your role will involve collaborating closely with clients to understand their goals and deliver tailored solutions that meet their investment objectives. Key Responsibilities: - Provide clients with expert financial advice - Manage portfolios and conduct market research - Develop investment strategies based on research and analysis - En...

As a Portfolio Director at RX, you will have the opportunity to lead the existing event portfolio and identify new event opportunities. Your responsibilities will encompass various functions including strategy, financials, sales, marketing, operations, and people management. Here is a breakdown of what you can expect in this role: **Role Overview:** You will be responsible for the strategic oversight of events in your portfolio, from planning and budgeting to execution and post-event analysis. Market intelligence and business management will be crucial for identifying growth opportunities, ensuring sustainability, and meeting business objectives. Networking, account management, brand strateg...

Bharat Banking : Sales Manager Nano Business INTERNAL USAGE: No. of Vacancies: Reports to: Head- Bharat Enterprise and New Initiative Is a Team leader Y Team Size: NA Grade: DM/M Business: Bharat Banking Department: Bharat Enterprise Sub - Department: Nano Business Location: Mumbai About Bharat Bank The increasing income diversification, evolution of the tech stack, various government schemes to improve livelihoods, and integrating the country via roads and the internet have provided strong tailwinds to the rural and semi urban (RUSU) or Bharat markets. To better capitalize on the growth runway and open the world of possibilities for the Bharat customer, the bank has set up a separate Bharat...

Line of Service Advisory Industry/Sector Not Applicable Specialism Operations Management Level Associate Job Description & Summary A career within General Consulting services, will provide you with the opportunity to help clients seize essential advantages by working alongside business leaders to solve their toughest problems and capture their greatest opportunities. We work with some of the world s largest and most complex companies to understand their unique business issues and opportunities in an ever changing environment. We help create sustainable change by stimulating innovation, unlocking data possibilities, navigating risk and regulatory complexity, optimising deals, and aligning cos...

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 cust...

The ideal candidate should have strong technical skills with a good knowledge of financial risk management methods. The candidate should also be a quick learner, productive and creative with an ability to thrive in a global organization. Major responsibilities include, Be a product specialist for a Multi - Asset Class risk and performance attribution platform Keep up to date with new features and enhancements being introduced in MSCI product and services Liaise with sales team to understand prospective client requirements and set-up client data to demonstrate the value add of MSCI MAC solutions Understanding how modelling and mapping configuration choices affect the risk and performance resu...

The ideal candidate should have strong technical skills with a good knowledge of financial risk management methods. The candidate should also be a quick learner, productive and creative with an ability to thrive in a global organization. Major responsibilities include, Conduct prospective client trainings and demo proof of concepts of comprehensive Multi-Asset Class solutions to allow clients to visualize the product features Develop and configure standard/bespoke automated workflows based on MSCI APIs with different wrappers supported within MSCI infrastructure Gathering Business Requirements from Client, translate them into technical and functional requirements Keep up to date with new fea...

We are seeking a strategic, finance-savvy Loan Officer with experience in venture capital, private equity, or structured lending to support our deal team in underwriting, due diligence, loan servicing, and ongoing portfolio management. This role requires a deep understanding of credit structures for investor-backed companies and strong analytical and relationship-management skills. Key Responsibilities: Loan Origination & Structuring: Evaluate VC- and PE-backed companies for creditworthiness by analyzing financial statements, cap tables, investor profiles, and market dynamics Structure and originate loan products such as venture debt, acquisition financing, growth capital, and working capita...

Kotak Mahindra Bank Limited is looking for Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients: regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements: understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities: identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Provid...

As Tech Lead or Change Owner, define, organize, plan and execute activities related to product design change and new product registration in compliance with current international/regional/national regulations with minimal support of senior colleagues or independently. Provide technical assessment for product changes related to design, labeling, raw material, manufacturing support, regulatory compliance, quality improvement and new registrations in collaboration with senior scientists Lead, and coordinate - including follow-ups as required with global stakeholders - of technical activities in collaboration with key stakeholders, with respect of project commitment, quality procedures and busin...

The candidate is expected to use analytical tools to identify opportunities to grow overall assets as well as manage risk. It involves managing risk management framework across customer lifecycle acquisition, portfolio management and collections, across retail lending products. Responsibilities : Design, analyze, monitor credit risk strategies for different loan products such as personal loans, auto loans, etc Identify the opportunity areas for portfolio growth and pro-actively communicate with stakeholders Collaborate across other risk functions (example technology, product, etc) to implement the analytical decisions Understand existing underwriting rules, strategies and replicate them in b...

Collaborate with technical teams to design, refine, and validate reinsurance pricing models, including exposure rating, treaty pricing, and cyber risk evaluation Work closely with actuarial teams to integrate loss cost models, trends, and risk parameters into reinsurance pricing tools Analyze large datasets to extract insights that drive improvements in reinsurance pricing and portfolio management Use reinsurance pricing models to identify underperforming layers or treaties and recommend strategies for improvement Collaborates with the Domain Lead(Ops & IT leads) and business partners to create product vision and alignment with strategic priorities with stakeholders Contributes to the develo...

Description of activities for the resources:Help review policy/acquisition strategy to ensure simplification and optimization of risk adjusted returnsHelp harvesting and aggregating data to ensure production of key credit metrics for newly defined segments (eg Emerging Affluent)Revisit acquisition strategy (where applicable) to ensure customer limits remain competitive in the market while credit performance remains within appetiteFurther enhance portfolio exposure programs to ensure increased return on capital while focusing on auth rate optimization and right sizing of the limitsQualifications:Prior experience in managing risk activities in retail lending 6-7 years exp experience in analyti...

Hi, Please find the job description of Wealth RM Bangalore Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Se...

As bp transitions to a coordinated energy company, we must adapt to a changing world and maintain driven performance. bp's customers & products (C&P) business area is setting up a business and technology centre (BTC) in Pune, India. This will support the delivery of an enhanced customer experience and drive innovation by building global capabilities at scale, using technology, and developing deep expertise . The BTC will be a core and connected part of our business, bringing together colleagues who report into their respective part of C&P, working together with other functions across bp. This is an exciting time to join bp and the customers & products BTC! Job Title: Business Project SME Lea...

The Independent Hotels team, part of the Domestic Hotel supply function, is responsible for overseeing the supply of independent hotels located throughout India. The Independent Hotels team has more than 70000+ hotels contracted on our platforms About the Role The incumbent will be tasked with establishing and fostering connections with independent hotels. Oversee comprehensive key account management from start to finish, ensuring the sustainable performance of the region. This role necessitates travel to various hotels within the portfolio, delivering expert guidance, metrics analysis and recommendations based on industry best practices to our hotel partners. What will you be doing 1. Relat...

1. Relationship Management Business Development Build, nurture, and strengthen relationships with key decision-makers in NBFCs and banks. Collaborate with Alliances Team, Project Management Team for activating new partnerships; deliver on business plan through new partnerships. Manage the complexity of Open Architecture within key partnerships listed above to ensure that Axis Max Life maintains dominant counter share. Drive sales team to counter stiff competition in open-architecture scenario through innovation, change management, digitalization strategic initiatives. Deepening within Existing Partnerships / Increasing Share of Wallet by constantly identifying new business opportunities rele...