3550 Portfolio Management Jobs - Page 4

The role involves monitoring the Best Execution of Fixed Income and Equity transactions as well as the Liquidity of Fixed Income and Equity portfolios. You will be responsible for computing performance and risk measures using existing models, tools, and processes. Additionally, you will assist in the investment rule setting process, User Acceptance Testing (UAT), maintenance of rules, and monitoring of rule exceptions. Stress testing of portfolios and periodic updating and reporting of trackers and dashboards will also be part of your responsibilities. Monitoring exposures of portfolios and assisting in the preparation of Risk Committee Agenda are key tasks. You will also contribute to Business Continuity Plan (BCP) and Disaster Recovery (DR) processes, as well as error and incident analysis and reporting. Identifying, analyzing, and monitoring operational risks through existing and new processes, as well as assisting in the RCSA process, are important aspects of the role. Qualifications required for this position include being an Article Trainee pursuing CA/CFA Final or an MBA in Finance. Proficiency in MS Office, particularly good excel skills, is necessary. Knowledge of VBA would be preferable. The ideal candidate should have 0-1 years of experience in a relevant field.,

You will be responsible for underwriting mortgage business and managing the portfolio in the assigned branch/location. This includes reviewing and assessing a wide range of complex loan applications within defined guidelines, making decisions or recommending them for approval to higher authorities. You will underwrite proposals in adherence to the laid down policies & procedures to meet the agreed Service Level Agreements (SLAs) and manage the business volumes in the city/area. Your role will involve conducting personal discussions with customers to evaluate their creditworthiness, ensuring completion of credit/KYC documents, and conducting verifications through telephonic, field visits, and collateral visits. It is essential to assess income to obligation ratios, loan to value ratios, and have a comprehensive understanding of the rationale behind these calculations and their impact on loan performance over long tenures. You will be required to maintain Portfolio Management Information System (MIS), Delinquency MIS, and other operations-related MIS of the cluster, providing regular reports. Building and leveraging effective relationships with third parties to achieve the best outcomes for clients is crucial. Taking ownership of client queries, utilizing industry knowledge and experience to solve problems and exceed service quality standards are also key responsibilities. Your tasks will include critically reviewing credit proposals to identify industry, business, financial, management, and facility structure risks. Ensuring collateral and other credit risk mitigation to support the approving authority in decision-making, quick turnaround time of credit lending proposals, and ongoing review of credit exposures will be part of your role. You will facilitate critical review and documentation of proposals, monitor client & collateral creditworthiness from pre-sanction to post-disbursement phases, and take steps for risk mitigation as necessary while ensuring compliance with legal & documentation norms & policies. Managing the credit underwriting function of your branch, ensuring quick turnaround of credit lending proposals, and collaborating closely with local credit analysts and sales team are vital responsibilities. Moreover, you will be responsible for following up and ensuring recovery of quick mortality cases between 12 - 18 MOV. Qualifications required for this role include a Graduate degree, with preference given to candidates holding Masters/Post Graduate qualifications. CA/MBA certifications are preferable.,

As a Senior Business Analyst specializing in Wealth Management Transformation, you will play a crucial role in a dynamic team dedicated to driving strategic initiatives across various sectors such as Managed Investments, Private Markets, Portfolio Management, Investment Advisory, and Discretionary Portfolio Management. Your expertise in wealth management products and services will be instrumental in leading large-scale business analysis and transformation projects, working closely with stakeholders to identify areas for improvement, and creating detailed business requirements aligned with transformation goals. Your responsibilities will include conducting gap analyses, proposing data-informed optimizations, facilitating workshops to align strategy and execution, and delivering actionable insights to senior leadership. You will collaborate with advisors, investment teams, and IT professionals to drive end-to-end transformation projects in financial services and banking environments. Additionally, you will mentor junior analysts and foster a culture of continuous improvement within the team. To excel in this role, you should have at least 7 years of experience in business analysis, with a minimum of 3 years in wealth management or financial services. Your strong domain knowledge across various wealth management domains and proven track record in driving transformation projects will be essential. Proficiency in financial modeling, investment analysis, and tools such as Excel, PowerPoint, Visio, JIRA, and Confluence is required. Exposure to SQL, Python, and data visualization tools like Tableau, Power BI, or QlikView is highly preferred. Familiarity with Agile methodologies and excellent communication skills are also crucial for success in this position. Joining our team will provide you with the opportunity to work on mission-critical transformation projects in a globally-aligned Wealth Management platform. You will collaborate with leaders in investment strategy, advisory, and digital innovation, leveraging cutting-edge tools in financial modeling, analytics, and machine learning. We offer a supportive culture that encourages learning, leadership development, and career advancement, along with competitive compensation, work-life balance programs, and access to next-gen investment platforms. If you are a data-savvy analyst passionate about driving transformation in the wealth management domain, and eager to make a meaningful impact, we invite you to apply now and become a valuable member of our future-focused team.,

The Portfolio Manager Specialist is responsible for supporting the development, implementation, and management of investment or project portfolios. Your role will involve analyzing portfolio performance, aligning investments with strategic goals, optimizing resource allocation, and ensuring risk-adjusted returns. You will work closely with analysts, project managers, clients, and senior leadership to provide insights and drive portfolio success. Drive consistent revenue growth and ensure healthy ROI through optimized operations and lead conversions. Manage and mentor a diverse team across multiple verticals including RMs, Insurance Advisors, and Investment Specialists to deliver strong individual and departmental performance. Ensure timely handling of digital and offline leads with a focus on conversion, accountability, and process excellence. Maintain strategic relationships with important product to offer a competitive and compliant product portfolio. Standardize workflows, ensure use of CRM/tools, and maintain high-quality service with strict adherence to regulations. Foster a performance-driven, ethical, and collaborative work culture with regular coaching, reviews, and recognition initiatives. Drive wallet share growth through coordinated cross-selling strategies and inter-departmental synergy. Qualifications: - Bachelor's degree in Finance, Business, Economics, Engineering, or related field; Master's degree or MBA preferred. - 8-12 years of experience in portfolio management, investment management, or project/program oversight. - Advanced financial modeling, valuation, or project management skills. - Strong analytical, strategic thinking, and leadership skills.,

You will be joining a leading PE fund based in Bangalore as an Associate/VP for their investment team. Your role will involve collaborating with management teams of investee companies to enhance customer-centric enterprise value. You will be responsible for overseeing the entire investment process, which includes origination, modelling, due diligence, documentation, and transaction structuring. Additionally, you will be involved in portfolio management by closely monitoring monthly financial and operating metrics of the companies and working on exit strategies while preparing exit recommendations. The ideal candidate for this position should have a Tier-1 MBA (IIMs/ISB/Ivy League) or be a rank holder CA with 6 to 12 years of experience in investing, investment banking, finance, entrepreneurship, consulting, or a related field. A strong background in working with financial models, understanding business models, and analyzing large datasets to extract key insights will be highly beneficial. Moreover, you should possess excellent research skills with a keen eye for detail and exceptional communication abilities. Being proactive, taking ownership of tasks, welcoming feedback, and demonstrating a strong work ethic are essential qualities for a successful candidate in this role.,

The job requires you to lead all wealth management activities in the assigned territories/area, ensuring the achievement of revenue and market share goals, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to HNI and ultra HNI clients. You will be engaged in client interaction and relationship management, market research and analysis, financial planning and reporting, marketing and business development, Portfolio Performance Analysis, Portfolio Management, and Business Analytics. In terms of client engagement and relationship management, you will address HNI and ultra HNI clients for their investment requirements, offer an exclusive product range, and provide superior service delivery to help clients achieve their investment goals. You will also be responsible for profiling customers, offering financial products based on their needs, and working closely with Relationship Managers to support client portfolios and execute wealth management strategies. For market research and analysis, you will conduct detailed research on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. You will direct Relationship Managers to identify cross-selling and upselling opportunities to maximize client value. In the area of financial planning and reporting, you will guide the development of personalized financial plans considering clients" goals, risk tolerance, and preferences. Additionally, you will prepare and deliver accurate financial reports, investment summaries, and performance matrix for client presentations. Your responsibilities will also include setting and achieving cluster-level business targets such as revenue, AUM (Assets Under Management), and client acquisition goals. As a leader, you will be tasked with establishing the Tata Capital Wealth Management brand in the area, recruiting and nurturing talent, reviewing team performance for revenue optimization, and co-owning clients of the team. The direct team size for this role is 1, with an indirect team size of 4 members on rolls. To qualify for this position, you should hold a Postgraduate/Graduate degree in any discipline with a minimum of 5-7 years of experience. The leadership competencies required for this role include Ownership, Passion, Boundaryless Behaviour, Meritocracy, Leadership Effectiveness, Customer Focus, Tech Quotient, Cost Consciousness, Adaptive, Innovative, Collaborative, Analytical, Compliance, Resilient, and being Decisive and solution-focused.,

At EY, you will have the opportunity to develop a career that is as unique as you are, supported by a global network, inclusive culture, and cutting-edge technology to help you reach your full potential. Your distinctive voice and perspective are vital in contributing to EY's continuous improvement. By joining us, you can create an exceptional experience for yourself while contributing to building a better working world for all. As a WAM - Aladdin professional, your expertise should include prior experience in one or more Aladdin modules such as Core Aladdin, Aladdin Risk, Implementation, and Client Servicing. Your responsibilities will involve being the primary point of contact for your project, identifying project risks early, planning for contingencies, resolving issues promptly, managing scope changes, overseeing resource allocation, ensuring project objectives are met on time, and maintaining effective communication with customer representatives. You should be prepared to travel as necessary and be open to cross-training in various industry-focused wealth and asset management packages. In terms of people responsibilities, you will be tasked with fostering a quality culture, managing the performance of direct reports, aligning the project team towards common objectives, motivating team members, promoting teamwork, and integrating cross-team project functions to build a high-performing and responsive team. You will also participate in organization-wide initiatives aimed at enhancing team effectiveness. The ideal candidate will possess sector-specific experience in financial services or capital markets, with knowledge of different asset classes across front, middle, and back-office operations for both buy and sell sides of the business. You should have a solid understanding of portfolio management, trade execution, data control, operations, and portfolio administration. Additionally, techno-functional knowledge of Core Wealth/Asset management, preferably with experience in third-party packages like Aladdin, Multifonds, Charles River, among others, is required. Strong communication, leadership, and client-facing skills are essential, along with the ability to understand and translate client requirements effectively to the team. Qualifications for this role include an MBA/MCA/BE/B.Tech or equivalent with 8 to 10 years of experience in FIS products. Preferred skills include prior client-facing experience, functional testing, UAT testing, platform implementations, and familiarity with databases such as Oracle, MS SQL, and DB2. Join EY in our mission to build a better working world, where diverse teams across 150+ countries leverage data and technology to provide assurance, drive growth, facilitate transformation, and deliver value to clients while upholding trust in the capital markets. Working in areas such as assurance, consulting, law, strategy, tax, and transactions, EY teams strive to address complex global challenges by asking better questions and finding innovative solutions.,

You will be responsible for making independent decisions for Private Equity investments and providing financial planning to clients and advisors. You will regularly review and assess private investment portfolios through meetings and performance reports. Developing strategies to attract investors and conducting 3 - 4 in-person meetings daily will be a key part of your role. A strong understanding of capital markets, fundraising, valuation, financial modeling, and forecasting is necessary. You should have a proactive, target-driven approach with strong communication, relationship-building, and sales skills. Experience in stockbroking, mutual funds, or private equity advisory for at least 2 years is a plus. The salary for this position ranges from 50,000/- per month to 80,000/- per month. The job is located in Noida - 62 and requires a minimum of 2 years of experience. Interested candidates can share their resume on 9289161915. This is a full-time, permanent position with benefits including paid sick time. The work schedule is during the day shift and the work location is in person.,

The role of a Territory Manager- Home Loans Prime in the Home Loans department involves sourcing loans from the market using DSAs/DSTs and existing channel partners while ensuring the establishment of a quality portfolio. It is crucial to manage a team effectively, maintain strong relationships, foster cooperation, and communicate across various mediums. Adherence to policies and guidelines is a key aspect of this role, with a focus on executing tasks in a manner that supports sales objectives and minimizes risks for the bank. Key Responsibilities include: - Sourcing and managing channels from the market to acquire business - Maintaining a quality portfolio by minimizing delinquency and rejection - Demonstrating extensive knowledge of retail assets, products, operations, and current market trends - Identifying market trends, developing channels for business acquisition, and delivering high-quality customer service - Recommending process and policy improvements within the Retail Banking business to enhance operational efficiencies and customer service quality Education and Experience Requirements: - Graduate in any discipline - Post Graduate degree in MBA or PGDM - Minimum of 2 to 5 years of sales experience in BFSI industries The ideal candidate for this role should possess a strong understanding of the loan market, excellent communication skills, and a proven track record in sales within the BFSI sector. An ability to adapt to changing market conditions, drive business growth, and ensure customer satisfaction are essential for success in this position.,

Landytech is dedicated to transforming the landscape of how investment managers, asset owners, and their advisors access asset information. By utilizing Sesame, a cutting-edge investment reporting platform, we are empowering clients across 15 countries to make well-informed investment decisions and gain insights swiftly. With a recent attainment of $12M in Series B funding in January 2023, Landytech is experiencing rapid growth, presenting an exciting opportunity to become a part of our journey. In just four years, we have expanded from two co-founders to a nearly 100-member team, with offices situated in London and Paris. At Landytech, we view diversity as a cornerstone of our strength, boasting a multicultural team representing over 15 countries and proficient in 14 languages. **Team & Role:** At Landytech, we offer our clients a comprehensive perspective of their investment portfolios spanning various asset classes and aggregated from multiple data origins. Our Client Delivery and Professional Services Teams are tasked with grasping our clients" portfolios, their data, and their analytical and reporting requirements. Our objective is to utilize this comprehension and our technological prowess to construct a solution that enhances our clients" investment management and client reporting processes. The Client Delivery Associate (Onboarding) holds a pivotal position in guiding clients through the initial onboarding phase, ensuring the gathering of requirements, establishing data connectivity, organizing processes, and facilitating seamless collaboration with clients and internal teams. This role demands adept communication, organizational skills, collaboration, problem-solving abilities, and a foundational knowledge of investment data and technology. **What We Are Looking For:** *Client Communication & Coordination:* - Manage onboarding and data feed setup inboxes, ensuring prompt responses and escalating delays when necessary. - Assist clients in collaborating with their custodians and banks to incorporate accounts into our managed data feeds. - Collect and document initial scope details, encompassing private assets, bank/custodian accounts, and ownership structures. - Maintain client accountability by keeping them informed about their responsibilities and timelines. - Proactively identify and resolve potential delays or bottlenecks in the onboarding process. *Data Feed Setup & Technical Support:* - Aid in the initial connection of new data feeds, ensuring comprehensive information gathering and documentation. - Provide technical support for SFTP, API, and other integration methods, guaranteeing smooth data flow between systems. - Keep records of managed feeds, including communication channels, signature requisites, and integration specifics. - Enhance scalability and efficiency by continuously refining documentation and record-keeping processes. *Process Monitoring & Improvement:* - Monitor onboarding pipelines to ensure all crucial information is collected and shared with teams responsible for subsequent implementation phases. - Contribute to identifying and implementing process enhancements that optimize the scalability of client onboarding operations. - Collaborate with and oversee cross-functional teams, such as data, product, and implementation teams, to ensure seamless onboarding experiences. **Your Skills & Expertise:** - 1-3 years of experience in client onboarding, operations, or project coordination within Financial Services, fintech, or SaaS environments. - Strong organizational skills enabling the management of multiple client interactions and data collection tasks concurrently. - Meticulous attention to detail and a dedication to upholding data accuracy, security, and compliance standards. - Proficient and professional communication skills, capable of providing clear instructions and guidance to clients and internal teams. - Working knowledge of investment data, portfolio management, and financial instruments is advantageous. - Technical proficiency in SFTP, API integrations, and data transfer protocols. - Analytical mindset with the ability to summarize and synthesize complex information. - Ambition to develop a career in client operations, client delivery management, or product specialization. - Proficiency in Excel and a willingness to learn data tools and platforms pertinent to financial technology. - Professional fluency in English; additional European languages are a bonus. **Our Benefits:** - An opportunity to be part of a rapidly growing fintech innovating investment reporting. - Regular social events and inclusion in an international team headquartered in London, UK, with an office in Paris, France. - Hybrid work style with 2 days working from our office in Pune, India. - Private medical insurance coverage for you and your family members. If this resonates with you, we eagerly anticipate receiving your application!,

You are an experienced Credit Risk Manager responsible for overseeing the identification, assessment, and management of credit risks within the company's portfolio of Small, Medium, and Large Enterprises. Your role involves evaluating the creditworthiness of potential and existing clients, analyzing financial statements and credit reports, and implementing strategies to mitigate credit risks. You will work closely with stakeholders to develop credit risk mitigation policies, establish guidelines for lending and credit exposure limits, and manage the company's credit portfolio. It is essential to regularly review and update credit risk models, ensure compliance with regulatory requirements, and stay informed about market trends and best practices in credit risk management. In addition to your core responsibilities, you will collaborate with other departments to design risk-reduction techniques, provide training to team members on risk management practices, and conduct research on market trends and economic developments that may impact credit risk exposure. To qualify for this role, you should have a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field, along with 10-15 years of progressive experience in credit appraisal of SME business clients. Professional certifications such as CFA, FRM, PRM, or CA are considered a plus. Strong analytical, quantitative, and communication skills are necessary, as well as proficiency in financial software and tools for credit risk analysis and portfolio management. If you are a proactive individual with a proven track record in credit risk analysis and management within a financial institution, this role offers an opportunity to contribute to the company's risk management objectives and business goals effectively.,

As a Manager/Senior Manager of Risk Management and Surveillance with 7-10 years of experience, you will be responsible for leading a team of Broking Risk Management at the Corporate Office. Your role will involve developing policy frameworks, processes, and systems to ensure effective risk management for the retail equity broking business. You will be tasked with creating scorecards, metrics, and dashboards to analyze portfolio behavior, as well as conducting Scrip and Client Profiling, Periodic Flushing, and monitoring Margin utilization. Your duties will include tracking, monitoring, and analyzing the portfolio, along with generating regular MIS reports for senior management. Supervising and mentoring the risk team to ensure efficient processes, liaising with software vendors for system enhancements, and collaborating with business units to understand requirements and recommend policy changes will also be part of your responsibilities. You will be expected to resolve audit queries, ensure compliance with risk-related regulations, and handle tasks such as Scrip Profiling, Client Profiling, Margin Monitoring, and Flushing. To excel in this role, you should possess practical knowledge of capital markets, industry insights, and an understanding of various products and market segments. A thorough comprehension of risk management in capital markets is crucial for this position. You will play a vital role in ensuring compliance requirements are met, reporting margin shortfalls, and managing risk-related submissions to exchanges. Your expertise in risk management will be instrumental in maintaining a secure and efficient broking environment.,

The ideal candidate will have a strong background in functional consulting and excellent communication skills. Roles and Responsibility Collaborate with cross-functional teams to design and implement functional solutions. Analyze business requirements and develop effective functional designs. Develop and maintain technical documentation for functional systems. Provide training and support to end-users on functional systems. Troubleshoot and resolve functional issues efficiently. Work closely with stakeholders to identify and prioritize project requirements. Job Requirements Strong understanding of functional consulting principles and practices. Excellent communication and interpersonal skills. Ability to work effectively in a team environment. Strong analytical and problem-solving skills. Experience with functional testing and quality assurance. Familiarity with industry-standard functional tools and technologies. Mandatory Skills: SAP PPM Project & Portfolio Management. Experience: 8-10 Years.

Key Accountabilities/ Responsibilities Financial: To achieve our set targets on monthly basis with the correct information adhering to the quality parameter. 100% transaction updated on all the leads request received. Proper knowledge on the product process. 100% achievement of the daily targets. Adhering to the compliance. Adhering to the login time break timings. Productivity: Update on the performance. Quality would help to provide the right set of information to the customers for the better customer service Providing the end to end resolution to the customers query. Daily MIS to be published MIS on Leads received, Leads converted and Premium generated. Stakeholder interfaces Experience Education

We are looking for a highly skilled and experienced Investment Analyst/Associate to join our Portfolio Management team at Synapse Search Partners. The ideal candidate will have 2-4 years of experience in the field. Roles and Responsibility Analyze market trends and provide insights to support investment decisions. Develop and maintain financial models to forecast revenue and expenses. Conduct thorough research on potential investments and present findings to senior management. Collaborate with cross-functional teams to identify new business opportunities. Monitor and report on portfolio performance, providing recommendations for improvement. Stay up-to-date with industry developments and regulatory changes. Job Requirements Strong understanding of financial markets and instruments. Excellent analytical and problem-solving skills. Ability to work effectively in a fast-paced environment and meet deadlines. Effective communication and presentation skills. Proficiency in financial modeling and data analysis tools. Strong attention to detail and organizational skills.

Department Commercial & Brand Management, Operations GBS Location Bangalore, Novo Nordisk Global Business Services (GBS), India Are you a strategic thinker with a passion for driving impactful projectsDo you have a proven track record of leadership and expertise within commercial domainIf youre ready to lead a diverse portfolio and make a difference in the pharmaceutical industry, we want to hear from you! Check out this exciting leadership role and apply today to take the next step in your career. The position As an Associate Director, you will lead a diverse team managing portfolios such as Digital Health, Obesity Consumer Engagement, and Regional Operations. You will manage internal and external stakeholder relationships, ensuring alignment and collaboration across organizational boundaries. Expanding the footprint of responsible brands across regions and business areas. Attract, retain, and develop talent through proactive people management and individual development plans. Develop and implement strategies and tactics to ensure the success of Novo Nordisks products. You will also be responsible for: Oversee portfolio management and Life Cycle Management (LCM) for assigned areas. Drive financial management, including budgeting, forecasting, and cost optimization. Lead the development and communication of marketing initiatives, ensuring effective regional and affiliate implementation. Collaborate with cross-functional teams, including Medical Affairs and Regional/Affiliate teams to align on strategic objectives. Ensure compliance with local legislation and health and safety requirements. Qualifications We are looking for a candidate with the following qualifications: Master degree or above in relevant area with 12+ years of experience in pharmaceutical marketing and sales, project management with prior leadership experience. Management experience exhibiting the Marketing strategy formulation and implementation along with strong leadership experience. Planning and organization. Communication and interpersonal skills. Strong analytical skills- ability to make data driven and fact-based decisions. Quality mind-set. Proven track record working in global and/or regional environment. Diabetes and medical understanding. Fluent in written & spoken English with excellent communication & presentation skills. About the department You will be part of the Commercial & Brand Management, Operations GBS team. Based in a dynamic and collaborative environment, this department is at the heart of driving strategic initiatives for Novo Nordisks brands. With a focus on quality, effective processes, and impactful implementation, the team works across organizational boundaries to deliver results. Located in a fast-paced and innovative setting, you will have the opportunity to shape the future of our brands while working alongside talented and dedicated colleagues. The role is located in Bangalore, where youll join a vibrant community of professionals committed to making a difference in patients lives.

Department: Commercial & Brand Management, Operations GBS Location Bangalore, Novo Nordisk Global Business Services (GBS), India Are you passionate about shaping the future of pharmaceutical marketingDo you have a proven track record of leadership and expertise within commercial domainIf youre ready to lead a diverse portfolio and make a difference in the pharmaceutical industry, we invite you to join Novo Nordisk as Senior Marketing Manager - Cardiometabolic Marketing. Check out this exciting leadership role and apply today to take the next step in your career. The position As a Senior Marketing Manager - Cardiometabolic Marketing, you will lead a diverse team to drive the Cardiometabolic portfolio and ensure sustained promotional activity plans. You will develop and communicate marketing initiatives for Novo Nordisk brands, ensuring regional and affiliate implementation. Managing multiple work streams, ensuring quality processes and effective implementation. Leading performance management, attract and retain talent, and drive the vision for your team with clearly defined goals. Oversee budget planning for projects and negotiate with agencies to optimize costs. You will also: Own the lifecycle management (LCM) development plans to maximize brand value & drive external tactical plans and ensure internal awareness of the strategic relevance of key brands. Collaborate with Medical Affairs and regional/affiliate medical projects to leverage key publications in support of strategic imperatives will also be a part of your responsibilities. Demonstrate strong capabilities in portfolio management, launch management, and lifecycle management. Build strategic networks with key stakeholders to align decisions with Novo Nordisks strategy and societal benefits. Ensure compliance with local legislation and Novo Nordisk health and safety requirements. Qualifications To succeed in this role, you will: Need to have: A masters degree or above in a relevant area. 10+ years of experience in pharmaceutical marketing, sales and/or project management, with prior leadership experience. Proven expertise in marketing strategy formulation and implementation. Strong analytical skills and a quality mind-set. Experience working in global and/or regional environments. Diabetes and/or Obesity therapy area understanding/experience is preferred. Nice to have: Proficiency in Veeva Promomats for promotional material review. Strong communication, interpersonal, and planning skills. About the department You will be part of the Commercial & Brand Management team within Operations GBS. Based in a dynamic and collaborative environment, this department is dedicated to driving impactful marketing strategies for Novo Nordisks global portfolio. With a focus on quality, innovation, and teamwork, the team works closely across regions to deliver exceptional results. The role is located in Bangalore, where youll join a vibrant community of professionals committed to making a difference in patients lives.

Job Description : We are hiring Preferred Relationship Managers (PRM) Retail Branch Banking segment. Ideal for candidates passionate about client relationship management and sales . Key Responsibilities : Build and manage relationships with high-net-worth (HNI) clients. Drive sales of banking products Savings, Current Accounts, Fixed Deposits, Mutual Funds, Insurance, and Loans. Cross-sell third-party products to enhance portfolio value. Regular portfolio review and ensure customer satisfaction. Meet assigned monthly/quarterly sales targets . Ensure compliance with KYC and banking norms. Candidate Requirements : Experience : 6+ years only Qualification : Graduate or Postgraduate. Skills : Sales-driven, excellent communication, customer-focused, strong financial product knowledge, Portfolio Management. To Apply : Interested candidate can revert back with updated resume on qcnaukri2@gmail.com Any query can call Manisha : 9152859486 / 022-40697716.

Role Description : As a Principle Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations documentation and policies Collaborating with other teams to implement process improvements Providing guidance and mentorship to junior Investment Ops Managers Staying up-to-date with industry trends and best practices in investment operations. Technologies involved may include trading platforms, custodian systems, and investment management software. Foster a collaborative and supportive work environment, promoting open communication and teamwork. Demonstrate strong leadership skills, with the ability to inspire and motivate team members to perform at their best. Technical Skills : Knowledge of investment products such as equities, bonds, and derivatives Experience in managing investment operations processes such as trade settlements, portfolio accounting, and corporate actions Familiarity with investment management systems such as Bloomberg, Reuters, or FactSet Understanding of investment performance reporting and analytics Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Should be able to identify problems, generate effective solutions, and troubleshoot issues that may arise while working on complex projects. Must Display Adaptability to changing circumstances, new technology, and shifting priorities. Nice-to-have skills Qualifications 11-12 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

We are looking for high quality talent to join Bernsteins premier Equity Research platform in Asia. We are recruiting for full-time Research Associates. Our research teams are typically only two or three professionals; therefore, you will have a high level of responsibility and be empowered to make an important contribution. As a Research Associate you will: Acquire expertise in your sector working with a Senior Analyst who is a seasoned industry expert. Become adept at in-depth analysis of your industry and companies. Contribute to our highly differentiated written product Build relationships with company managements as well as sales, trading, and institutional clients We make a strong commitment to Associate development and will give you opportunities to gain visibility and incremental responsibility over time. While our culture is intellectually rigorous, it is also very collegial and fun Associates participate in a range of activities including philanthropy, development and leadership programmes, social events, mentoring and annual on- and off-sites. Profile required Our Research Associates typically possess: Track records of outstanding academic performance from leading educational institutions Advanced financial modelling skills including confident knowledge of Excel and/or experience of analysing financial companies Coding Skills is an advantage Outstanding verbal and written communication skills in English Relentless intellectual curiosity and a drive to excel at the highest level Team players who seek a highly rigorous and collegial environment for their career development

GLOBAL BANKING AND ADVISORY (GLBA) /Credit Portfolio Management Financial Assets and Insurance (GLBA/CPM/FAI). The mission of CPM/FAI is to provide credit analysis and manage the credit relationship with clients of FAI. This position has a focus on Financial Institutions (Funds, Asset Managers, Agent Lenders and other NBFIs). MAIN ACCOUNTABILITIES The individual will be responsible for credit analysis of existing or new financial institution clients/counterparties related to the following industries: agent lenders, asset managers, regulated funds, pension funds; other NBFIs. Products lines encompass OTC derivatives, prime services products, foreign exchange, repo, securities lending and structured transactions. Clients may also require committed loan facilities. Day to day responsibilities include: Process credit requests in a timely manner to meet business deadlines and maintain the annual review cycle. Research and analyze financial data on the client to prepare high quality analysis in credit applications that address client credit risk and transaction risk. Conduct sector research to support the analysis. Develop strong credit judgment skills when recommending credit facilities, taking into consideration facility size, tenor, and suitability for client. Propose obligor ratings using our internal rating tools. Manage key components of counterparty credit administration such as internal ratings, trading documentation (ISDA/CSA, GMRA, GMSLA, GTB), and credit risk limits. Become knowledgeable of credit terms for legal documents and follow up with legal department on negotiations. Perform ongoing monitoring of client credit quality to identify a possible deterioration of credit quality. Monitor exposure and manage credit limit exceptions. Adapt to ongoing accounting and regulatory changes that affect credit limits and exposure. Coordinate all aspects of a credit request, liaising with legal staff, Risk Division and relevant parties. Assist in special credit related assignments and projects, as required. COMPETENCIES Required: Ability to organize time and manage deliverables to deadlines. Ability to identify and accommodate shifting priorities with little notice. Ability to analyze and evaluate counterparty risk and financial condition based utilizing quantitative and qualitative data. Acquire ability to complete work with minimal or no supervision. Possess a high degree of enthusiasm and energy to learn a variety of financial institution industry sectors. Ability to work in a team environment, interfacing with team members, front office bankers and salespersons, risk team, and clients. TECHNICAL SKILLS Required: Proficiency using Word for written analysis and Excel for spreadsheet analysis. Ability to acquire knowledge of the accounting, legal and regulatory issues governing relevant sectors. Ability to investigate/research/synthesize data and make appropriate conclusions as to what is causing the observed result(s). Ability to write concisely and in a way that conveys analysis and conclusions without minimal follow-up questions. Develop competency with SGs internal systems. Desired: Knowledge of capital markets/traded products and committed financing facilities. Knowledge of Asset Management and Banking Industry. Advanced Excel skills, such as macros and pivot tables

1. 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. 2. PRINCIPAL ACCOUNTABILITIES Allocate delinquent accounts to Field collectors / Collection agency and obtain feedback / PTPs for the accounts allocate d.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 recovery recours e. Negotiate payment programs with delinquent customersInitiate SARFAESI proceedings against the chronic delinquent customer in line with SARFAESI Act, 200 2.Represent the company in day to day court matters and update the legal status of cases filed for /against the company 3. DIMENSIONSFinancial Dimensions(if applicabl 4. SKILLS AND KNOWLEDGE(State the minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent Educational Qualifications : Graduation Functional Skills : Market knowledgeNegotiation Skills Maintain data on profiles Relevant and total years of Experience4-7 Years of experience into Collections.

16-19 years of experience in the IT industry in delivery roles; 5+ years on experience in program or portfolio management with large, geographically distributed teams. 8+ years of experience coupled with strong business domain knowledge in the financial services domain (preferably capital markets/ investment banking), with an IT consulting/ services firm. Experience of setting up delivery teams or an account and ramping it up to 80+ people. Project or Program management experience across the full SDLC lifecycle involving different methodologies like agile, iterative, waterfall and hybrid. Prior experience of managing delivery engagements with quality frameworks such as CMMI. Experience across service offerings (e.g. application development, maintenance, re-engineering, migration, etc.), different pricing models (fixed price, fixed capacity, time and material, etc.) and engagement models (partner/ vendor managed, co-managed and client managed). Prior experience in managing senior and demanding stakeholders (Director/ VP or higher) across business, technology and operations with customers based in US or UK. Must be consultative and solutions oriented; prior experience of structuring or defining solutions oriented delivery engagements and troubleshooting critical delivery issues. Experience of managing high priority/ high severity production issues. Strong commercial acumen with high proficiency in effort/ cost estimation. Strong knowledge of project financials and IT services contracts. Hands on delivery leadership experience on complex/ high risk projects. Experience of driving pre-sales effort as the bid manager (i.e. large proposals and sales pitches) and mining accounts/ farming for opportunities in existing customer businesses. Strong outcomes focused leadership skills with strong people focus. Demonstrated ability to drive change and continuous improvement journeys across delivery excellence and margin improvement. Prior experience of managing senior managers in a matrix organization. Very strong business communication, negotiation and conflict management skills. Education: Bachelors Masters degree in a Software discipline. MBA Preferred

As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations documentation and policies Collaborating with other teams to implement process improvements Staying up-to-date with industry trends and best practices in investment operations. Technologies involved may include trading platforms, custodian systems, and investment management software. Technical Skills Skills Requirements: Knowledge of investment products such as equities, bonds, and derivatives Experience in managing investment operations processes such as trade settlements, portfolio accounting, and corporate actions Familiarity with investment management systems such as Bloomberg, Reuters, or FactSet Understanding of investment performance reporting and analytics Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Nice-to-have skills Qualifications Qualifications 3-5 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

Role Description As a Senior Investment ops Manager at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations documentation and policies Collaborating with other teams to implement process improvements Providing guidance and mentorship to junior Investment Ops Managers Staying up-to-date with industry trends and best practices in investment operations. Technologies involved may include trading platforms, custodian systems, and investment management software. Technical Skills Skills Requirements: Knowledge of investment products such as equities, bonds, and derivatives Experience in managing investment operations processes such as trade settlements, portfolio accounting, and corporate actions Familiarity with investment management systems such as Bloomberg, Reuters, or FactSet Understanding of investment performance reporting and analytics Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Provide leadership, guidance, and support to team members, ensuring the successful completion of tasks, and promoting a positive work environment that fosters collaboration and productivity, taking responsibility of the whole team. Nice-to-have skills Qualifications 4-6 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred