3550 Portfolio Management Jobs - Page 5

At FinEdge, the focus is on redefining investment management to make high-quality, goal-based investing accessible to everyone, not just the ultra-wealthy. The unique bionic model integrates human expertise with cutting-edge technology, empowering investors to achieve long-term financial success through a disciplined, personalized, and process-driven approach. As an Investment Manager at FinEdge, your role is centered around helping clients make meaningful financial decisions, building trust, and guiding them towards their financial goals. If you are passionate about ethical investing, financial planning, and portfolio management, FinEdge is the place for you. What Makes FinEdge Different: - No Sales or Revenue Targets: Success is measured by client outcomes, not sales figures. - High Client Centricity: Build long-term relationships, co-own client goals, and engage in meaningful conversations that create real impact. - Virtual Engagement: Manage all client interactions from the office, with no field visits or physical meetings. - Work-Life Balance: No late hours, no pressure-driven selling, just value-driven investing. - State-of-the-Art Investing Platform: Leverage the award-winning Dreams into Action (DiA) Investing platform to deliver hyper-customized financial solutions. - FinEdge is a case study at IIM Kolkata for its transformative business model. Your Role as an Investment Manager: As part of the Investment Management team at FinEdge, you will: - Guide clients on their financial journey by defining, prioritizing, and executing their investment plans through deep collaboration. - Provide expert financial mentorship to help clients avoid investing pitfalls, manage market volatility, and stay committed to long-term financial goals. - Deliver hyper-personalized solutions by leveraging DiA's intelligent insights to create personalized investment plans. - Engage in meaningful, value-driven conversations to ensure clients stay on track towards their long-term financial objectives. - Uphold the highest ethical standards, operating with transparency and high integrity while keeping client interests at the utmost priority. - FinEdge was recognized with the Innovation in Investing Award by Franklin Templeton. Who Are We Looking For: - Experience: Individuals with 0-3 years of experience. Experience in financial services is not mandatory as long as specific requirements are met. - Mindset Over Experience: Attitude, empathy, and purpose-driven investing are valued more than prior industry experience. Freshers are welcome. - Excellent Communication Skills: Ability to articulate financial concepts in a simple, engaging manner. Proficiency in English & Hindi preferred. - Educational Qualifications: A Masters Degree is required. Certifications like CFP (Certified Financial Planner) are an added advantage. - Genuine Passion for Financial Planning: Strong desire to help people achieve financial independence through ethical and goal-based investing. - Adaptability & Organizational Skills: Ability to multi-task, manage client interactions efficiently, and follow a structured investment process. - Post-Joining Requirement: Clearing the NISM Series V-A certification is mandatory. Compensation & Growth Opportunities: - Starting CTC for Post-Graduates: 7.4 LPA (5 LPA Fixed + 2.4 LPA qualitative variable based on effort quality, not sales targets). - Structured career growth based on expertise and creating meaningful client impact. - Continuous learning opportunities in goal-based investing, behavioral finance, and investment advisory. - Access to certifications like CFP supported by the company. - FinEdge is a Certified Great Place to Work. Why Join FinEdge: FinEdge provides a unique and enriching work environment that values ethics over sales, fosters expertise in goal-based investing, and supports continuous professional growth. If you are looking for a career with purpose, where learning and development are prioritized, FinEdge is the place for you. Ready to make a real impact in the world of investing Apply here.,

The role you are applying for is responsible for achieving the collections target in the assigned area while ensuring that SOPs and legal norms are followed as per process and organizational policy. Your core responsibilities will include managing the assigned portfolio to achieve expected resolution, updating trail/feedback in the system and reporting to respective stakeholders, resolving NPA reversals and Write off recoveries through personal visits, and initiating and executing legal tools such as Warrants execution under Section -138/ Section -25 and timely execution of Sarfaesi. You will be required to coordinate with the Legal team/Lawyers for timely filing of Sec 14 and obtaining DM orders & Enforcement of agents for timely and smooth possessions. Additionally, ensuring customer satisfaction through quick resolution of customer issues and complaints by personal visits on assigned customers, applicants, co-applicants, and collateral properties is crucial. Driving resolution through personal visits to achieve set targets, managing trail/feedback in M Collect, monitoring Delinquency files on a regular basis, and ensuring customer satisfaction by resolving customer issues within specified TAT are key aspects of this role. Collaborating with team members and other functions is essential, as is ensuring compliance with all Audit/NHB/IRB regulations, as well as policies and procedures of the company. To be considered for this position, you should be a Graduate with a desired experience of minimum 2 to 4 years in the field.,

As a Relationship Manager at Chola Securities, you will play a vital role in managing client relationships and providing tailored investment solutions. Your responsibilities will include offering financial advice, reviewing client portfolios, and delivering timely market updates. It will be essential to meet sales targets, acquire new clients, and ensure high customer satisfaction through exceptional service quality. To excel in this role, you should possess strong communication and interpersonal skills, along with expertise in financial and market analysis. Previous experience in portfolio management, investment advisory, sales, and customer service will be beneficial. You must demonstrate the ability to work effectively under pressure, achieve targets, and adhere to regulatory requirements and compliance standards. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is required for this position. Holding certifications such as CFP or CFA would be an added advantage, showcasing your commitment to professional development in the finance industry. Join our dedicated team at Chola Securities and contribute to providing personalized investment solutions that align with our clients" long-term financial goals.,

About Credit Saison India Established in 2019, Credit Saison India is one of the country's fastest-growing Non-Bank Financial Company (NBFC) lenders, with verticals in wholesale, direct lending, and tech-enabled partnerships with Non-Bank Financial Companies (NBFCs) and fintechs. Its tech-enabled model, coupled with underwriting capability, facilitates lending at scale, meeting India's significant gap for credit, especially with underserved and underpenetrated segments of the population. Credit Saison India is committed to growing as a lender and evolving its offerings in India for the long term, focusing on MSMEs, households, individuals, and more. It is registered with the Reserve Bank of India (RBI) and holds an AAA rating from CRISIL (a subsidiary of S&P Global) and CARE Ratings. Currently, Credit Saison India has a branch network of 45 physical offices, 1.2 million active loans, an AUM of over US$1.5 billion, and an employee base of about 1,000 people. Credit Saison India (CS India) is part of Saison International, a global financial company with a mission to bring people, partners, and technology together, creating resilient and innovative financial solutions for a positive impact. Across its business arms of lending and corporate venture capital, Saison International is committed to being a transformative partner in creating opportunities and enabling the dreams of people. Based in Singapore, over 1,000 employees work across Saison's global operations spanning Singapore, India, Indonesia, Thailand, Vietnam, Mexico, and Brazil. Job Summary: We are seeking a data-driven and strategic professional to lead our collection strategy for retail and SME loans in India. The ideal candidate will develop, implement, and optimize debt collection strategies that improve recovery rates, reduce delinquency, and ensure compliance with regulatory guidelines. The role requires a strong understanding of analytics, collection processes, RBI regulations, and customer segmentation. Key Responsibilities: Strategy Development: Design and implement end-to-end collection strategies across delinquency buckets (soft, hard, and legal collections). Develop risk-based segmentation to prioritize accounts and personalize recovery actions. Optimize contact strategies (SMS, IVR, email, field visits, call center) based on customer behavior and risk profile. Portfolio Management: Monitor portfolio performance, delinquency trends, and recovery rates. Identify stress segments and design focused recovery campaigns. Analytics & Reporting: Use data analytics and machine learning models to forecast recoveries and predict roll rates. Work closely with the data science team to improve scoring models. Build dashboards and performance reports for senior management. Process Optimization: Drive automation and digitization of collections processes. Identify and fix bottlenecks in existing collection flows. Agency & Vendor Management: Onboard and manage third-party collection agencies and legal vendors. Define SLAs and ensure adherence to compliance and performance metrics. Compliance & Risk: Ensure adherence to RBI guidelines, fair practices code, and regulatory requirements. Mitigate reputational and operational risk through effective control mechanisms. Qualifications & Skills: Bachelors degree in Business, Finance, Economics, or related field; MBA preferred. 5-10 years of experience in debt collections, preferably in a fintech, NBFC, or bank. Experience in managing unsecured and secured loan portfolios. Strong knowledge of Indian regulatory framework (RBI, DRA guidelines, SARFAESI). Proficient in Excel, SQL, Power BI/Tableau; knowledge of SAS/R/Python is a plus. Excellent problem-solving, analytical, and communication skills. Experience in working with cross-functional teams (tech, legal, product, operations). Preferred: Exposure to collections strategy in digital lending or consumer finance. Experience with AI/ML-based collection scorecards or decision engines. Multilingual proficiency to deal with regional agencies across India.,

As a Relationship Manager at our organization, you will play a crucial role in managing and supporting high-value customers who are investing in bonds and fixed-income products. Your primary responsibilities will include handling customer queries, providing investment insights, and ensuring customer satisfaction and retention. You will be the main point of contact for clients, resolving their queries, assisting with portfolio-related needs, and offering support across the bond platform. Building and managing a portfolio of customers, ensuring timely follow-ups, and collaborating with internal teams to resolve service requests will be key aspects of your role. Additionally, you will be responsible for tracking and managing client interactions via CRM tools such as Leadsquared, Google Sheets, and Excel. To excel in this role, you should hold a Bachelor's degree in any stream and have at least 2-5 years of experience in customer relationship roles within financial services, NBFCs, or fintech industry. A strong understanding of fixed-income instruments, bond markets, and investment products is essential. Excellent communication, problem-solving, and interpersonal skills are also required, along with proficiency in CRM tools and data handling. Having SEBI RIA/NISM Certification, experience with bond platforms or wealth management tools, and fluency in English and Hindi, with knowledge of any regional language, would be considered advantageous. If you are a motivated and customer-focused individual with a passion for building strong relationships and providing exceptional service, we encourage you to apply for this exciting opportunity.,

As a Credit Assessment and Risk Management professional, you will be responsible for evaluating loan applications and determining the creditworthiness of applicants by analyzing financial data and other relevant factors. This includes performing a detailed analysis of financial statements, bank statements, and credit reports to make informed decisions. Your role will also involve identifying, analyzing, and mitigating potential credit risks to protect the financial interests of the organization. It is essential to ensure compliance with internal credit policies and regulatory guidelines to maintain a sound credit portfolio. In addition, you will be required to conduct periodic portfolio reviews to proactively identify any early warning signals and take necessary actions. Collaboration with sales and operations teams is crucial for the smooth processing of loan applications and timely approvals. Within delegated authority limits, you will have the responsibility to approve or recommend loans based on your assessment. Effective communication and coordination with legal and technical teams will be vital for the finalization of loan agreements. Overall, your expertise in credit assessment, risk management, and loan approval processes will play a key role in maintaining a healthy credit portfolio and contributing to the financial success of the organization.,

Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became Indias fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All 5 of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance. Yubi Loans Term loans and working capital solutions for enterprises. Yubi Invest Bond issuance and investments for institutional and retail participants. Yubi Pool End-to-end securitisations and portfolio buyouts. Yubi Flow A supply chain platform that offers trade financing solutions. Yubi Co.Lend For banks and NBFCs for co-lending partnerships. Currently, we have onboarded over 4000+ corporates, 350+ investors and have facilitated debt volumes of over INR 40,000 crore. Backed by marquee investors like Insight Partners, B Capital Group, Dragoneer, Sequoia Capital, LightSpeed and Lightrock, we are the only-of-its-kind debt platform globally, revolutionising the segment. At Yubi, People are at the core of the business and our most valuable assets. Yubi is constantly growing, with 650+ like-minded individuals today, who are changing the way people perceive debt. We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story. Inviting applications for the role of Trade operations - Stock Broker Roles and Responsibilities - Manage End to End trade execution Via BSE & NSE Exchange - Reconciliation of the trade settlements - Inventory Management - Execute buy and sell orders for debt securities and other financial instruments on behalf of clients/Distributors . - Build and maintain relationships with clients, addressing their inquiries and concerns and providing exceptional customer service. - Monitor market trends, economic indicators, and news events to identify investment opportunities and risks. - Collaborate with research analysts and other team members to develop investment strategies and portfolio recommendations. - Stay updated on industry developments, regulatory changes, and best practices in the brokerage industry. - Identify and address operational challenges, process gaps, and glitches in Daily BAUs. - Continuously enhance operational procedures within the system to align with the organization's scale and scope. - Align with internal compliance and risk & regulatory policies to achieve business process excellence. Qualifications : - Bachelor's degree in finance, economics, business administration, or related field. - 3 to 7 years of experience as a licensed stock broker or investment advisor. - Strong understanding of financial markets, investment products, and trading platforms. - Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. - Proven track record of achieving sales targets and delivering exceptional client service. - Ability to work independently and collaboratively in a fast-paced, dynamic environment. - Chartered wealth Manager , Fixed income Certifications or NISM certifications if any - Strong Numerical skills required to structure pricing for Fixed Income products. - Excellent interpersonal skills and enjoys working in a highly iterative, agile, and open team environment.,

As a Credit Card Portfolio Manager, you will be responsible for managing and growing the credit card portfolio by monitoring key metrics, developing strategies to enhance customer lifetime value, and reducing attrition rates. You will collaborate with the marketing team to design and drive portfolio strategy, identify opportunities to increase credit card usage, and implement campaigns, rewards, and benefits to engage customers effectively. You will also be involved in identifying and prospecting new alliances to expand the credit card portfolio. Managing the end-to-end partnership process, negotiating commercial agreements, and working with partners to implement offers will be key aspects of your role. Your ability to analyze customer data to derive insights on spend patterns, retention drivers, and risks will be crucial in making informed decisions. Collaboration with cross-functional teams is essential in this role. You will work closely with the tech team to enhance customer experience, align with operations and customer service teams to resolve issues, and partner with risk and compliance teams to ensure regulatory compliance. To qualify for this position, you should have 3 to 6 years of experience in credit card portfolio management within fintech or banks. A strong understanding of credit card lifecycle management, customer segmentation, and portfolio profitability is required. Experience in forging alliances and partnerships in the financial services sector, as well as hands-on experience with data analysis and reporting, are valuable assets. Excellent communication, negotiation, and stakeholder management skills are essential for success in this role. The location for this position is Andheri, Mumbai.,

The Summer Analyst Program is a nine to ten-week internship designed for students pursuing a bachelor's or graduate degree. Throughout the program, you will have the opportunity to fully immerse yourself in the day-to-day activities of the firm. As a participant, you will attend an orientation session where you will gain insights into our culture, understand the benefits, and responsibilities associated with being a part of our organization. You will also undergo training sessions that are specifically tailored to help you succeed in your role. During the internship, you will work on real responsibilities alongside fellow interns and experienced professionals. When submitting your application, each applicant can apply to up to 4 different business or location combinations in a single recruiting year. Any additional applications beyond this limit will be automatically withdrawn. If you wish to apply to an additional opportunity, you must first withdraw a current application that has not been rejected. It is important to note that creating multiple email addresses to apply for additional opportunities is not permitted and discouraged. Asset Management is a division within our organization that offers investment management solutions across various asset classes to a diverse clientele comprising institutional and individual clients. By combining traditional and alternative investments, we provide our clients worldwide with dedicated partnership and focus on long-term performance. As a prominent investment area within the firm, Asset Management delivers investment and advisory services to leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals, overseeing assets worth over $2 trillion. In a culture that prioritizes integrity and transparency, you will collaborate with a diverse team that is dedicated to its craft, clients, and sustainable success. We are a team of investors who cover traditional and alternative markets, offering a wide range of products and services. As advisors, we strive to understand our clients" priorities and provide tailored investment advice and strategies that align with their portfolios. Additionally, we aim to be thought leaders by providing timely insights on macro and secular themes to guide our clients" investment decisions. As innovators, we are constantly seeking new ways to enhance our services and offerings to meet the evolving needs of our clients.,

As a Portfolio Manager at Deutsche Bank in Mumbai, India, you will be part of the Risk & Portfolio Management (RPM) team within the global Trade Finance and Lending (TF&L) group. Your primary responsibility will be to develop and coordinate a comprehensive risk-to-revenue strategy to maximize portfolio risk/returns while proactively managing risk and balance sheet consumption for Trade Finance & Lending. You will work closely with onshore RPM Portfolio Management colleagues to further improve the risk-reward of the TF&L and wider CB portfolio through efficient allocation of risk resources. This includes identifying and driving portfolio optimization, increasing transparency on the portfolio through reporting and analysis, facilitating the preparation of regular portfolio reports, and performing ad hoc analytics for senior management and outside requests. To excel in this role, you should have 7-10 years of work experience in a relevant field of Finance/Economics, with a background in portfolio/credit risk/rating agency desired. Strong analytical and problem-solving skills are essential, along with the ability to work in virtual teams and matrix structures. Excellent communication skills in English, both oral and written, are required, and experience with Trade Finance & Lending products and regulatory topics is a plus. A Bachelor's/Master's degree in Economics, Finance, or Engineering is recommended, along with technical competencies in advanced Excel, Power Queries, Macros, and working with large datasets. Knowledge of Python, Tableau, and other analytical/reporting tools is advantageous. At Deutsche Bank, you will have access to training and development opportunities to help you excel in your career, coaching and support from experts in your team, and a culture of continuous learning to aid progression. The company promotes a positive, fair, and inclusive work environment where employees are empowered to excel together every day. If you are looking to join a dynamic team focused on maximizing portfolio risk/returns while managing risk and balance sheet consumption, we encourage you to apply for the Portfolio Manager role at Deutsche Bank in Mumbai. Please visit our company website for further information: [Deutsche Bank Company Website](https://www.db.com/company/company.htm),

The role of Territory Manager - Two Wheeler Loans in the Two Wheeler department involves sourcing loans from the market through Direct Selling Agents/Teams and existing channel partners, while also building and maintaining a high-quality loan portfolio. This position requires effective team management, strong relationship building, cooperation, and clear communication. Adherence to set policies and guidelines is crucial to ensure sales supportiveness and risk mitigation, contributing to the bank's overall objectives. Responsibilities include sourcing and managing channels for business acquisition, ensuring a quality portfolio by reducing delinquency rates, and staying updated on retail assets, products, operations, and market dynamics. The role also involves identifying market trends, developing channels for business growth, and delivering exceptional customer service. Additionally, proposing enhancements to processes and policies in Retail Banking to enhance operational efficiency and customer service quality is part of the job scope. Candidates for this position should possess a Graduation degree in any discipline, with a preference for a Post-graduation degree such as MBA or PGDM. The ideal candidate would have 2 to 5 years of relevant experience in a similar role.,

The role of Equity Dealer at JADEPURPLE INVESTRIGHT PVT LTD in Guwahati is a full-time on-site position where you will be responsible for executing trades on behalf of clients, managing client portfolios, and providing market insights and investment advice. Your duties will also include monitoring market trends, responding to client inquiries, and ensuring compliance with regulatory requirements. To excel in this role, you should possess knowledge of stock markets, trading platforms, and financial instruments. You must also demonstrate skills in portfolio management and investment strategies, along with strong analytical and research abilities. Excellent communication and interpersonal skills are essential, as well as attention to detail and the ability to work effectively under pressure. Moreover, a thorough understanding of regulatory compliance and ethical decision-making is crucial. A Bachelor's degree in Finance, Economics, Business, or a related field is required for this position, along with relevant certifications such as NISM or equivalent.,

Job Description: At First Door Realty, we offer data-backed, transparent, and personalized real estate consultancy services to assist in making smarter homebuying and investment decisions. With a significant presence in Pune, Noida, Delhi, Mumbai, and Bangalore, we provide comprehensive support for both residential and commercial real estate transactions. Our services cater to first-time homebuyers and experienced investors by offering market insights, RERA-verified options, and a commitment to long-term value. We pride ourselves on transparent processes, verified listings without any brokerage surprises, and personalized assistance from initial consultation to possession. This full-time on-site role is for a Senior Manager (Home Loan Sales) based in Noida. The Senior Manager will be responsible for overseeing loan servicing operations, managing loan portfolios, and delivering exceptional customer service. Daily responsibilities include assisting customers with loan applications, nurturing client relationships, and ensuring compliance with financial regulations. Additionally, the role will involve financial analysis and collaboration with internal teams to streamline loan processing procedures. Qualifications: - Demonstrated experience in Loan Servicing and loan management - Solid background in Finance and Portfolio Management - Exceptional Customer Service skills - Strong analytical and problem-solving abilities - Willingness to work on-site in Noida - Proven track record in home loan sales - Bachelor's degree in Finance, Business Administration, or a related field ,

As a Mortgage Underwriter at our organization, you will be responsible for managing the mortgage portfolio in the assigned branch/location. Your primary duties will include reviewing and assessing a variety of complex loan applications, underwriting proposals according to established policies, conducting personal discussions with customers to determine creditworthiness, and maintaining various reports related to the portfolio. You will need to possess a deep understanding of income to obligation ratios, loan to value ratios, and the factors affecting loan performance over extended periods. Furthermore, you will be expected to collaborate with third parties to provide the best possible outcomes for clients, address client queries, and continuously strive for process improvement. Additionally, you will play a crucial role in the credit underwriting function of your branch, ensuring quick turnaround times for credit lending proposals related to mortgage business. It will be essential for you to conduct critical reviews of credit proposals, facilitate risk mitigation strategies, and monitor the creditworthiness of clients and collateral throughout the lending process. To excel in this role, you should hold a Graduate or Masters/Post Graduate degree, with certifications such as CA or MBA being preferable. Your ability to manage credit underwriting effectively, maintain high service quality standards, and contribute to the overall success of the mortgage business will be key to your success in this position.,

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As a WAM Fund Accounting Business Analyst Senior Consultant at EY, you will be responsible for managing and delivering innovative solutions to clients. You must be flexible, adaptable, and passionate about innovation. Your role will involve liaising and managing key stakeholders and technical teams to ensure successful delivery of solutions. The successful candidate for this position will have the following qualifications: - Experience working in the Wealth or Asset Management industry, particularly in the areas of portfolio accounting and fund accounting - Work experience in fund accounting platform migrations/implementations would be advantageous - Strong knowledge of various asset classes such as fixed income, equity, and derivatives across front office, middle office, and back office for either or both buy and sell side of the business - Exposure to portfolio management, trade execution, data control and operations, and portfolio administration - High-level understanding of data models and application/business architecture around the package - Experience in understanding client requirements and streamlining them appropriately to the team - Ability to relate high-level business requirements to appropriate package capabilities - Reviewing client processes and workflows and making recommendations to maximize benefits from the package - Strong leadership skills and excellent client-facing skills - MBA/CA/CFA/MCA/BE/B.Tech or equivalent with 5 to 10 years of experience Preferred skills for this role include: - Good Techno-functional knowledge of Core Wealth/Asset Management with exposure to Geneva/FIS Hedge Fund Portfolio Manager/Temenos Multifonds, Simcorp, etc. - Exposure to Charles River, Aladdin, Bloomberg AIM, or other front office platforms - Technical experience working on data, understanding relational data models, and executing SQL queries - Experience in Oracle, MS SQL, DB2 databases, with good data analytics skills - Advanced Excel and VBA skills At EY, we exist to build a better working world, helping to create long-term value for clients, people, and society while building trust in the capital markets. Enabled by data and technology, our diverse teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. In our work across assurance, consulting, law, strategy, tax, and transactions, we ask better questions to find new answers for the complex issues facing our world today.,

Job Title: Relationship Manager Royale (HNI Clients) Location: Bank Branches Across India Company: Leading Private Sector Bank Department: Liabilities Sales | Branch Banking Grade: Sr. Executive / Assistant Manager / Deputy Manager / Manager Experience: 4 to 8 Years Qualification: Graduate (Postgraduate preferred) Job Description We are looking for dynamic and customer-focused Relationship Managers to manage and grow our portfolio of High Net Worth (HNI) clients under the Royale Banking segment . Key Responsibilities: Manage and grow HNI customer relationships for liabilities and retail assets. Drive CASA and investment product sales through portfolio deepening and NTB (New to Bank) acquisitions. Provide superior banking and investment service to Au Royale clients. Ensure high customer satisfaction through effective client engagement and advisory. Regularly use CRM tools to track interactions and opportunities. Comply with internal KYC, AML, and risk management guidelines. Ensure achievement of sales targets as per defined scorecards. Desired Candidate Profile Experience: 4-8 years in Retail/Transactional/Relationship Banking , preferably handling HNI clients. Strong interpersonal, negotiation, and customer service skills. Fluent in English and local language; excellent communication skills. High ethical standards with a passion for customer success. Willingness to travel and ability to work under pressure. Key Skills Relationship Management, HNI Client Handling, Banking Sales, CASA, Investments, Liabilities, Retail Banking, CRM, KYC, AML, Portfolio Management

We are looking for an Asset Manager to join our team and help our clients grow their financial portfolios by providing recommendations and asset acquisition on their behalf. Asset Manager responsibilities include conducting risk analyses, preparing financial reports and developing strategies to maximize asset growth for their clients. Ultimately, you will work directly with clients to help them cultivate their financial portfolios, understand risks in the market and prepare financial statements on their behalf. Responsibilities Monitor asset performance and recommend corrective measures Develop strategies to increase ROI and minimize risk and loss Review policies and make recommendations for potential adjustments Research relevant markets and identify trends and patterns Collaborate with the asset management team, company analysts and senior executives

You will be responsible for sourcing Used Car Loans and meeting targets in the Sales-Vehicle department. Your key tasks will include Channel Development, Identifications and Tie Ups with Used Car Dealers as well as Re-sellers, Resolution of PDD(if any), and taking care of Used Car Loan collection. Additionally, you will be required to focus on Team Building and Channel Development, Achievement of Business Plan, Portfolio management in coordination with Ops & Collection, and Asset Verification of the cases under processing. Your role will involve managing the vehicle loan business across the assigned geography, conducting regular review meetings with line managers, and maintaining a strong check on EDs and NS cases. You will also play a crucial part in building business by identifying and selling prospects, as well as maintaining relationships with clients. Experience of 5+ years in a similar role is required for this position located in Kishangarh, Rajasthan, IN. If you are interested in this opportunity, please reach out to the recruiter Priya Kumawat via email at ta.rajasthan@kogta.in.,

About Us bp Technical Solutions India (TSI) centre in Pune aims to build on bp's existing engineering and technical strengths to deliver high-quality services to its hydrocarbons and new energy businesses worldwide. TSI brings together diverse engineering capability to provide technical services across a range of areas including engineering, maintenance, optimization, data processes, projects, and subsurface, to deliver safe, affordable, and lower emission energy, while continuously innovating how we work. About The Role Role Synopsis bp's Projects India organization is in search of a Project Manager and PM discipline Team Lead who will work across all delivery areas of the Project India organization to successfully align and integrate our project organization, scope, and delivery. Reporting to the Project Management Discipline Manager and Projects India Unit leader (UL), the role will be part of the Projects India leadership team and will support all projects activity in all project delivery lines. Responsibilities include: - Supporting the Projects India Unit leader in project management and leadership integration. - Leading project performance management. - Managing project contractors and key external stakeholders. - Handling internal partners engagement and project performance cadence. - Leading on project governance and verification including preparation for project assurance gates. - Line manages and deploys project management resources within the Project India Unit. - Agency staff line manager. The role will be a key integrator across projects partners and contractors. Close working and integration with the wider Project Leadership team will be critical to success. Key Accountabilities Role model our beliefs of Care for Others, Live our Purpose, and Play to Win. Lead and participate in the development of a strong culture to deliver world-class safety and quality performance. Build a high performing, multi-discipline project team focused on rigorous project management and delivery of the plan incl. project cost, schedule, safety, risk, quality, and operability. Forge strong relationships with partners aligning on a goal to deliver a safe and predictable outcome. Challenge traditional practices and encourage team creativity and agility to achieve optimum pace and cost efficiency. Ensure delivery of conformance to our Projects common processes (PDcp), self-verification, and oversight plans (SV&O). Capture, apply, and share lessons learned and best practices. Build Projects India 3rd hub capability. Coach, mentor, and development of bp Project Management staff resources. Deployment of PM resources to India unit and internationally as needed. What You Will Need To Be Successful Must have educational qualifications: A minimum of a bachelor's degree level qualification in a technical field or equivalent. Total years of experience: 15+ Years Must have experiences/skills: - Demonstrable evidence of relevant experience and accountability in the energy industry with capability and track record in delivering complex projects safely in FEL2, FEL 3 and implement. - A strong integrator and communicator who is inclusive, respectful and capable of building strong relationships, influencing and collaborating with others; understanding the big picture and driving focus on what matters. - A passionate leader in the delivery of safety and quality. - Knowledge of industry best practices and standards in Project Management. - Familiar with risk management, major project processes and tools. - A collaborative and engaging leader that supports the partners. - Ability to clearly communicate and handle interactions with project partners and external collaborators. - Excellent English oral and written communication skills. Desirable criteria: - Demonstrable experience and accountability working with Tier 1 contractors in the delivery of complex greenfield and brownfield projects. - Experience of operating in an Agile organization, using agile tools. - Chartership or Professional Engineering accreditation. - APM/PMP accreditation. Additional Information % travel requirements: Up to 15% ad hoc business travel. Why join bp At bp, we support our people to learn and grow in a diverse and exciting environment. We believe that our team is strengthened by diversity. We are committed to fostering an inclusive environment in which everyone is respected and treated fairly. There are many aspects of our employees" lives that are significant, so we offer benefits to enable your work to fit with your life. These benefits can include flexible working options, a generous paid parental leave policy, and excellent retirement benefits, among others! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation! Travel Requirement Up to 25% travel should be expected with this role. Relocation Assistance: This role is eligible for relocation within the country. Remote Type: This position is not available for remote working.,

The role of State Head - Cross Sell (SME Loans) in the SME Loans department involves sourcing loans from the market through DSAs/DSTs and existing channel partners to build a quality portfolio. As a State Head, you will manage a team, cultivate strong relationships, promote cooperation, and communicate effectively across various mediums. It is essential to adhere to the bank's policies and guidelines while carrying out these responsibilities. Your execution of tasks should support sales objectives while mitigating risks to contribute to the bank's overall goals. Your main responsibilities will include sourcing and managing channels in the market to acquire business, maintaining a high-quality portfolio by minimizing delinquency and rejection rates, possessing extensive knowledge of retail assets, products, operations, and market trends, identifying market trends and developing channels for business acquisition, and delivering excellent customer service. You will also be expected to suggest enhancements to processes and policies in Retail Banking to enhance operational efficiencies and customer service quality. To qualify for this role, you should hold a Graduation degree in any field and a Post-graduation degree in MBA or PGDM. Additionally, you should have 5-10 years of relevant experience in the industry.,

You are looking for a skilled and dynamic Head of PMO to take charge of and oversee our Project Management Office. In this crucial role, you will play a key part in ensuring the successful execution of strategic projects, enhancing project governance, and promoting operational excellence throughout the organization. The ideal candidate should have extensive knowledge in project and program management, exceptional leadership qualities, and a demonstrated history of establishing and expanding PMO functions. Your responsibilities will include: Strategic Leadership: Developing and executing the PMO strategy to align with organizational objectives and business priorities. Governance & Standards: Establishing and upholding project management methodologies, governance frameworks, standards, and best practices across all projects. Ensuring adherence to project management tools and applications. Portfolio Management: Supervising the entire project portfolio to guarantee alignment with strategic goals, optimal resource allocation, and efficient risk management. Performance Monitoring: Tracking project performance by utilizing key metrics like revenue forecasts, revenue recognition, UER/UBR tracking, backlog validation, invoicing, collections, and compliance. Providing timely and accurate reporting through dashboards and executive summaries. Stakeholder Engagement: Collaborating with cross-functional teams, senior management, external partners, and regional project leaders to ensure project alignment and success. Team Management: Guiding, mentoring, and nurturing a high-performing PMO team, fostering a culture of accountability and continuous improvement. Continuous Improvement: Initiating process improvements and overseeing the implementation of new initiatives, including digital tools, updated processes, and directives from the Central PMO. Encouraging knowledge sharing and incorporating lessons learned across the PMO. Qualifications: Education: - A Bachelor's degree in engineering or a related field is mandatory. - A Master's degree (MBA or equivalent) is preferable. - Professional certifications such as PMP (Project Management Professional), PRINCE2 are highly desirable. Experience: - Minimum of 12-15 years of progressive experience in project and program management with reputable organizations. - At least 5 years in a leadership role within a PMO or similar strategic function. - Demonstrated experience in establishing and growing PMO functions in mid-to-large organizations, managing complex cross-functional project portfolios, implementing project governance frameworks and performance metrics, leading digital transformation or enterprise-wide change initiatives, and proficiency in both traditional (Waterfall) and Agile/Hybrid project management methodologies. - Hands-on experience with project management tools such as MS Project or similar platforms. This is a full-time position. Req: 009HBO,

As a Supply Chain Finance / Trade Products professional with 05-20 years of experience, you will play a vital role in various strategic initiatives aimed at building and expanding the Supply Chain Finance Business. Your responsibilities will include implementing digital initiatives, developing new products, and on-boarding new Anchors for Dealer / Vendor Finance propositions. It will be crucial to ensure maximum spoke onboarding and utilization of limits while maintaining regular engagement with anchors to identify any red flags in specific spokes or locations. Portfolio management must be diligent to minimize overdues and enhance returns. Collaboration with internal stakeholders such as Risk, Operations, and Compliance teams is essential for successful performance. Tracking the portfolio rigorously, developing new initiatives, and maximizing returns from the portfolio, including X-Sell revenue from other products, will be key performance indicators. Your role will also involve on-boarding NTB Anchors/spokes, managing bilateral lending propositions, and ensuring cohesive working relationships to drive the business forward. To excel in this position, you should hold a minimum qualification of an MBA, CA, Masters in Finance, or Economics. Your ability to drive new initiatives, manage portfolios effectively, and foster strong relationships with internal and external partners will be critical in achieving success in this role.,

As a Creative/Content Strategist for WA, you will be responsible for developing innovative strategies for digital campaigns. Your primary focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. You will be tasked with producing original and visually appealing content that demonstrates a high level of accuracy in grammar, brevity, and syntax across various corporate marketing and communications materials. In this role, you will also be expected to craft compelling press releases highlighting WA's achievements, new clients, client news, and employee accomplishments. Your responsibilities will encompass a wide range of content production areas, including web pages, blogs, Q&As, FAQs, invitations, emailers, case studies, outreach articles, reports, and white papers. To excel in this position, you must possess excellent research skills and a deep understanding of the target audience's needs. This involves analyzing existing content, conducting online research, and engaging in interviews and collaborations with financial advisors. You will also be required to ensure the accuracy, timeliness, and quality of the content you produce while adhering to strict deadlines. If you are a detail-oriented individual with a passion for creating impactful content and can deliver flawless work consistently, this role offers an exciting opportunity to showcase your skills and contribute to WA's digital presence effectively.,

You will be joining Loan Management in Bengaluru as an Analyst supporting the US mortgage desk within the Global Banking & Markets Division at Goldman Sachs. Your primary role will involve acting as an Asset Manager, responsible for various Asset Management functions related to Warehouse Lending positions. This includes tasks such as deal/legal document review, portfolio performance monitoring, deal covenant monitoring, reporting, market research, and deal onboarding to internal systems. You will collaborate with US counterparts in Pre/Post close discussions with the Trading Desk and Clients to understand business needs and gather information for Asset Management functions. The ideal candidate should have a strong understanding of structured finance asset classes, specifically on the residential and consumer sides. Your key responsibilities will encompass managing warehouse facilities, assisting in negotiating loan terms and documents, interpreting legal documents, translating complex loan documentation into models for analysis and reporting, ensuring collateral data adequacy, monitoring covenants and portfolio trends, maintaining data integrity within internal systems, managing client relationships, participating in process improvement projects, developing reporting solutions, monitoring internal dashboards, and communicating results to various business groups. To qualify for this role, you should have relevant experience in Mortgages or Consumer Portfolio / Collateral Analytics / Asset Management, a strong academic background in Finance, business, or accounting, excellent communication skills, solid analytical and logical mindset, technical skills including SQL and RDBMS Databases, project management skills, commercial focus, ability to work under tight deadlines, prioritize workload, work independently, and interact effectively with stakeholders. Goldman Sachs is a global investment banking, securities, and investment management firm committed to fostering diversity and inclusion. As a part of the team, you will have access to various opportunities for professional and personal growth, including training, development programs, networks, benefits, wellness programs, and more. The firm is dedicated to providing reasonable accommodations for candidates with special needs or disabilities during the recruiting process.,

You will be joining Reckitt, home to some of the world's most beloved and trusted hygiene, health, and nutrition brands. Our purpose is to protect, heal, and nurture in our continuous pursuit of a cleaner, healthier world. As a part of our global team, united by this purpose, you will contribute to making high-quality hygiene, wellness, and nourishment accessible to all as a right, not a privilege. In the realm of Information Technology & Digital, you will play a crucial role in championing cyber security, leveraging technology to enhance our business operations, and utilizing data to drive innovation in products that consumers love. Working across functions on a global scale, you will take ownership of projects from inception to completion, with the ability to influence and make a significant impact. By sharing your ideas, you will receive the necessary support and resources to bring them to fruition. Your potential will be nurtured and valued. You will have the space and encouragement to enhance your skills and expertise continually. Each day will present opportunities to learn from peers and leaders, engaging in diverse projects with real-world implications. As our work spans various sectors, from Research and Product Development to Sales, you will be exposed to novel approaches and experiences. ### About The Role As an IT&D Solution Architect, you will be responsible for leading solution design activities within the IT Manufacturing product teams. Your role will involve ensuring alignment with the overall Enterprise Architecture and product stream strategy. By offering technical leadership, analysis, and design expertise, you will contribute to the development of products within a product group. ### Your Responsibilities - Utilize your technical proficiency to design, architect, develop, and document Manufacturing IT solutions that address complex challenges across projects involving Factory Network, Azure, or SaaS. - Provide technical leadership throughout the design and deployment lifecycle, prioritizing quality in delivery. - Engage in technical discussions on Technical Architecture and facilitate consensus among all stakeholders, including vendors. - Develop Technical Architecture Specification Documents in collaboration with Factory network, Cloud, Product, and Integration Teams. - Offer technical architecture consultancy and design support for projects. - Ensure solutions are delivered in accordance with established business standards, principles, and patterns, particularly concerning Factory Network and Azure Cloud perspectives. - Design end-to-end application architecture (Single or multi-tier) and data security for IaaS, PaaS, and SaaS, integrating with Factory OT Devices. - Guarantee compliance with organizational IT policies, procedures, and standards. ### The Experience We're Looking For - 10+ years of experience in Network, enterprise applications, integration & Solution Designing. - Profound technical expertise in networking (factory and corporate) and infrastructure design, encompassing On-premises, private and public cloud, virtualization, storage & Integration Services. - Demonstrated proficiency in designing and architecting multi-tier Cloud only / Hybrid network, infrastructure, integrations. - Understanding of OT Assets and OT Network integration with Cloud Infrastructure. - Knowledge of Security services and Identity services like Encryption, Active Directory, RBAC, NSGs / ASGs, firewall policies, etc. - Familiarity with Azure Networking services (e.g., VNETs, Load Balancers, Front Door, ExpressRoute, Traffic Manager, Content Delivery Network) and Firewalls. ### The Skills for Success - Product Development - System development - Project Management - Programme Management - Design Thinking - Process Automisation - IT Service Management - Innovation Processes - Innovation - User Experience Design - Change Analyst - Change Management - Digital Transformation - Value Analysis - Change Management - Adoption - Technology Adoption Lifecycle - Stakeholder Relationship Management - Vendor Management - Outstanding Communication - Stakeholder Engagement - Digital Strategy - Product Solution Architecture - Cyber Security Strategy - Cyber Security - Data Privacy - Portfolio Management - Data Governance - Product Compliance - Media Analytics - Advertising - Consumer Engagement - Market Value - Market Chain - Data Driven Practices - Advanced Analytics - Data Analytics - Governance. ### What We Offer - Equality,