10126 Portfolio Management Jobs - Page 38

Analyze income statements, balance sheets, and cash flow statements of corporates, banks, and NBFCs to assess their financial health and creditworthiness. Identify key trends, risks, and opportunities in the financial statements and provide recommendations to stakeholders. Generate detailed reports on borrowers, including credit scores, risk ratings, and recommendations for lending decisions. Develop and maintain financial models to forecast future performance and assess the impact of various scenarios on the borrowers credit profile. Conduct industry research and market analysis to stay up-to-date on industry trends and developments. Collaborate with cross-functional teams, including credit...

Program Portfolio Management - Prepare clear and compelling executive-level presentations and detailed diagrams that define program design and implementation strategies for leadership and stakeholders. - Coordinate technology-driven transformation programs across the department, ensuring alignment with evolving business strategies. - Define and guide project and program requirements, including product roadmaps, resource allocation, and timeline estimation. - Drive continuous improvement by rationalizing technology portfolios, reducing redundancies, and optimizing resource utilization. - Establish and standardize program management frameworks and methodologies across diverse teams to create c...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...

Job Description 11465 Leading a sales team of Cluster Managers and field staffs to augment the Business Correspondent (BC) network of various financial institution. Build strategic partnerships with Universal Banks, NBFCs, NBFC-MFIs, Payment Banks, Small Finance Banks to provide an array of financial products and services for the channel partners. Business development & expansion on business correspondence alliance partners Innovate & develop retail asset products e.g. JLG Loans, Secured & Unsecured MSME Loans to suit the target customers and geographies. Sales strategies to improve market share and Identification of business potential areas / districts for expansion of region Enabling busin...

" Healthcare,Release Train,Agile,Scrum ","description":" Role Proficiency: Contributes in driving the Product Vision that addresses cross-domain market needs with strong business viability in line with the Product\/Platform Portfolio and guidance from Managers. Assists Managers in delivering the desired product and platform outcomes from initial conception to implementation and support. Outcomes: A strong evangelist of Product & Platforms Division\u2019s Vision and Philosophy Actively contributes in driving the product vision approach after sound product research and discovery through modern product discovery practises Performs primary and secondary research; executes and tracks the product\...

The opportunity A Product Portfolio Analyst support BUs product portfolio management and product management teams in informed strategic decisions by performing tasks such as conducting market and competitor analysis, analyzing ficial performance, creating data-driven reports and dashboards, and collaborating with cross-functional teams to optimize overall product portfolio performance, drive product lifecycle decisions, including product and technology development, competitiveness, strategic pricing, and profitability. Key skills for this role include strong analytical and problem-solving abilities, strategic thinking, attention to detail and data management and visualization. How you ll mak...

Position Overview ABOUT APOLLO Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products...

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether youre producing thought-provoking...

Build, advise, and manage a portfolio of HNI/UHNI clients with a focus on real estate-centric investment strategies, diversified with real estate, mutual funds, PMS, AIFs, bonds, and structured notes. HNI/UHNI Client Relationship Management Sales incentives Mobile bill reimbursements Provident fund

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 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 custo...

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 custom...

Salary: 20 to 35 LPA Exp: 3 to 10 years Location: Bangalore/Gurgaon/Pune Notice : immediate to 30 days..!! Role and Responsibilities: Credit Risk /Fraud Risk Strategy: Role Details: The role 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 - Col...

The candidate in this position will be responsible for overseeing the efficient and profitable operation of all branch activities. In addition to reporting all financial and operations information to company management, this candidate is responsible for hiring, training, and dismissing any employees at the branch. Responsibilities Portfolio management: Handle the profit and loss (P&L) for the branch's housing loan portfolio, with a focus on collection efficiency and minimising non-performing assets (NPAs). Staff and operations: Managing a team of employees and overseeing daily branch operations. Sales and targets: Developing and achieving sales goals for the branch. Customer service: Deliver...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Acquiring quality clients for Broking & Third-Party Products through networking, data base, market Intelligence, references from existing clients and assigned leads from the organization. Managing profit centre operations with key focus on bottom line profitability by ensuring optimal utilization of available resources Responsible for new client acquisition and increasing depth in existing relationships Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and focus on generating new business Maintaining channel partner relationship and providing services to new Sub-broker/Franchise/channel partners Responsible for achievi...

Sales & Business Development Executive Wealth & Investment Solutions Company: Jones Group of Companies (Jones Asset Management & Jones Elite Logistics) Location: Bangalore Openings: 34 Department: Investment & Business Development About the Company Jones Group of Companies, comprising Jones Asset Management and Jones Elite Logistics (JEL), is a Bengaluru-based conglomerate offering a diverse range of services across logistics, asset management, and investment solutions. With a strong focus on technology, sustainability, and financial growth, we deliver excellence through innovation and trusted client partnerships. Role Overview We are seeking energetic and target-driven professionals to join...

JOB PURPOSE Responsible for driving branch / area collection activities as applicable (including adherence to Policy & Collection processes) Delinquency management, Collection MIS. Accountable for reducing delinquency. PRINCIPAL ACCOUNTABILITIES Allocate delinquent accounts to Field collectors / Collection agency and obtain feedback / PTPs for the accounts allocated Responsible to monitor Promise to Pay and address the broken promises Regularly visit chronic default accounts and resolve the delinquency Review and monitor branch/agency collector performance vis a visAchieve Case resolution / Roll Back Targets/ Collection targetsIdentify chronic accounts and provide regular update on the recov...

JOB PURPOSE Responsible for driving branch / area collection activities as applicable (including adherence to Policy & Collection processes) Delinquency management, Collection MIS. Accountable for reducing delinquency. PRINCIPAL ACCOUNTABILITIES Allocate delinquent accounts to Field collectors / Collection agency and obtain feedback / PTPs for the accounts allocated Responsible to monitor Promise to Pay and address the broken promises Regularly visit chronic default accounts and resolve the delinquency Review and monitor branch/agency collector performance vis a visAchieve Case resolution / Roll Back Targets/ Collection targetsIdentify chronic accounts and provide regular update on the recov...

JOB PURPOSE Responsible for driving branch / area collection activities as applicable (including adherence to Policy & Collection processes) Delinquency management, Collection MIS. Accountable for reducing delinquency. PRINCIPAL ACCOUNTABILITIES Allocate delinquent accounts to Field collectors / Collection agency and obtain feedback / PTPs for the accounts allocated Responsible to monitor Promise to Pay and address the broken promises Regularly visit chronic default accounts and resolve the delinquency Review and monitor branch/agency collector performance vis a visAchieve Case resolution / Roll Back Targets/ Collection targetsIdentify chronic accounts and provide regular update on the recov...

LTFinance is looking for AREA CREDIT MANAGER to join our dynamic team and embark on a rewarding career journey. The Area Credit Manager is responsible for managing the credit and collections activities within a specific geographical area or region. This includes assessing creditworthiness, setting credit limits, monitoring accounts receivable, and ensuring timely collections. Key Responsibilities : Credit Risk Assessment : Evaluate the creditworthiness of new and existing customers. Analyze financial statements, credit reports, and other relevant information to determine credit limits. Credit Policy Development : Develop and implement credit policies and procedures in line with company objec...

Fostering strong relationships with Mapped book HNI customers to grow CASA& TD and to offer them best financial planning solution through Insurance and Investment solutions. Build Book of potential Customers for the Bank through acquiring HNI clients to increase profits Penetrate on Mapped book by positioning various products and solutions to mapped base customers to increase Product Holding 1. Acquisition of new Customers and Increase book size. 2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals Domestic and NR. 3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth...

Service To Sales: Manage day-to-day branch operations and ensure excellent customer service. Handle customer queries, transactions, and KYC documentation efficiently. Build and maintain relationships with new and existing customers to drive business growth. Core Sales: Cross-sell and up-sell banking products such as CASA, Loans, Insurance, Mutual Funds, Credit Cards, and Digital Banking. Achieve monthly and quarterly business and revenue targets. Support the branch team in achieving sales, service, and operational excellence. Preferred Candidate Profile: Education: Graduate / Postgraduate (B.Com, BBA, MBA, or any relevant field). Experience: 1-7 years depending on role: 2 years: Personal Ban...

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...

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...