3550 Portfolio Management Jobs - Page 7

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Portfolio Manager Department Kotak Mahindra Bank Retails Assets Reporting Relationship Reporting to Location Collections Manager Position Grade M1 M2 Monitoring and maintaining collection for the area. Managing repossession. Co-ordination with collection agency, repossession agent, sale of asset, Legal formalities. Graduate Min 2 5 years of experience in collections. Confident, ability to handle a team of collections, can go to the field when required and also give training to his team when needed

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

The key responsibilities for this role include designing and sketching new outfit concepts specifically tailored for baby shoots in the age group of 0 to 3 years. You will be responsible for selecting suitable fabrics, colors, and embellishments that are not only visually appealing in photos but also comfortable and safe for babies. Additionally, you will collaborate with photographers and shoot coordinators to understand shoot themes and concepts, overseeing sample creation, and providing direction to tailoring or production teams. It is crucial to ensure that each outfit is durable, easy to dress, and baby-friendly, free from any sharp elements, choking hazards, or irritants. Furthermore, maintaining an organized portfolio of past designs and photo references and staying updated with baby fashion trends and seasonal themes such as fairy tale, festive, floral, and vintage are essential aspects of this role. The company is a photography company based in Noida, operating across India and internationally. Their primary services include wedding and pre-wedding shoots, maternity photoshoots, newborn photography, birthday and pre-birthday shoots, as well as corporate and event coverage. To learn more about the company's work, you can visit their websites at www.theimpressio.com and www.theimpressio.in.,

ROLE PURPOSE & OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details. Call Handling as per desired standards. Fulfilling customer service requirements and deepening relationships. Creating the opportunity to provide financial solutions to customers via cross-sell and upsell. Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients. Seek out new business opportunities for the clients while advising them on products or services that best fit their needs. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE 50000 to 200000 TRV customers portfolio management 12 to 20 Lakhs value generation All assets and liabilities products and services handled 130+ calls handled per day Manage 3000+ customer portfolio KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Continuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer (Both Internal & External) Call handling as per defined standards (Both Service & Sales) Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal Process Achieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions & requests Adherence to set processes of updating customer interactions in CRM next Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications Graduate in any discipline Experience (Years and Core Experience Type) 1+ years of experience; fresher can be considered if they possess the required educational qualifications and aptitude. Certifications NA Functional Skills Relationship Management Sales Banking Customer Relationship Upselling and Cross Selling Behavioral Skills Good communication skills both oral and written Good interpersonal management skills Problem solving skills Decision making ability Competencies Banks Product Knowledge Planning and Organizing Skills Sales and Influencing Skills Awareness of Banking regulations KEY INTERACTIONS INTERNAL EXTERNAL Operations team Branch team Products team Service Quality Deliverables team NTB/ETB Customers Referrals

Primary Responsibilities: Business Financials Daily Weekly Monthly monitoring of the accomplishment of targets according to the annualmonthly targets established for the area and branches under hisher responsibility to provide guidance and solutions to hisher team as required Assign targets and results on daily weekly monthly basis of portfolio of risk by different categories such as days in arrears number of installment due amount within hisher region by area branch loan officer with the objective to identify tendencies and risks Supports Relationship Officers in hisher area in their duties of client visits risk assessment and recovery strategiesEfficient staffing by timely recruitment trainingImplement supervise and control effectiveness of commercial strategy with hisher team to reach the productivity and growth targets established Approve deviations and exceptions according to policy in placeEnsure supervise the correct implementation of the credit procedures including all the respective toolsCustomer Both Internal External Ensure customers are educated about all productsservices offered by UjjivanEnsure lower customer attrition by providing different products as per customer requirementFocus on lower TAT as per laid down standards Internal ProcessEnsure compliance with lending guidelines quality framework and audit requirements ensure speedy resolution of any audit observations and take necessary steps to prevent recurrence audit and other regulationsMonitor health of portfolioSanctioning of loans according to the policy in place Ensure supervise the correct implementation of the credit procedures including all the respective toolsDiscuss strategies and changes in terms of products capacity building procedures etcInnovation LearningEnsure that all members of his team are up to date on all relevant circulars and all productsservices offered in the Branch Evaluate the staff competences in terms of promotion business assessment and credit risk assessment capacity and propose solutions for improvement Ensure adherence to training mandays mandatory training programs for self and reportees Ensure goalsetting midyear review and annual appraisal process within specified timelines for self and reportees Monitor performance of staff against defined goalsmetrics and take corrective action wherever required undertake disciplinary and attendance monitoring of VF Loans team Location - Aligarh,Bulandshahr,Chowk,Gorakhpur,Hardoi,Lucknow,Meerut,Nagar,New Delhi,Varanasi

At JLL, we value what makes you unique, and were committed to give you the opportunity, knowledge and tools to own your success. Explore opportunities to advance your career from within, whether youre looking to move up, broaden your experience or deepen your expertise. What this job involves: The Project Management process forms the foundation of our delivery. Viewing and analyzing every aspect of the process from a risk lens helps develop a deep understanding of why we do things in a certain way. On site daily training meeting to the workers in the form of TBT to ensure to meet the quality standards and it's requirements by minimizing observations. As per approved MIS reports, Stakeholder discussion

Position description: This role is responsible for acquiringnew current account customers from the open market and enhance the relationshipwith existing customers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & need of thecustomers. This role drives the current account business for the respectivebranch and ensure the CA targets for the branch is met. The incumbent providesservice to both existing as well as to NTB current account customers. This role also handles cross selling of QR &POS and is accountable for adherence to compliance and regulatory norms. Primary Responsibilities: Business Meet the set targets on current account in terms of open market acquisition & existing customer conversion Focus on building the current account book for the bank Understand need and ac Location: Ahmedabad,Vadodara,Dombivli,Gandhidham,Gandhinagar,Goregaon,Hyderabad,Mehsana,Mumbai,Nagar,Nagpur,Nashik,Pune,Rajkot,Surat,Thane,Vapi

KEY RESPONSIBILITIES Develop and maintain relationships with high-net-worth individuals, family offices, and private investors Source, analyse, and structure real estate investment opportunities across various asset classes Execute buy-side and sell-side transactions for private capital / family office clients Provide strategic investment advice aligned with clients' wealth management goals Collaborate with JLL's broader capital markets platform globally to leverage market intelligence and opportunities Create detailed financial models and investment memorandums for potential acquisitions and dispositions Negotiate investment terms and transaction structures Stay current on market trends, capital flows, and regulatory environments affecting private wealth real estate investments Work with cross-functional teams including debt and equity specialists. Develop customized portfolio strategies for clients based on their investment objectives and risk profiles QUALIFICATIONS MBA Finance / CA / CFA with 5-10 years of experience in finance, Real Estate, Investment banking or related field. 5-10 years of experience in commercial real estate investment, with demonstrated experience working with private investors Strong understanding of real estate capital markets, investment structures, and portfolio management Excellent financial modelling and analytical skills Superior communication and relationship management capabilities Demonstrated track record of successful transaction execution Strong negotiation skills and attention to detail Ability to work independently while collaborating effectively with team members Proficient in MS Office (Excel & Power Point)

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 14 years of experience in the BFSI industry, specifically in Micro Finance, Receivables, and Relationship Management. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Develop and implement strategies to increase client engagement and retention. Identify new business opportunities through networking and referrals. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of client needs and preferences. Job Requirements Proven experience in relationship management, preferably in micro finance or receivables. Strong communication and interpersonal skills are essential for building rapport with clients. Ability to work in a fast-paced environment and meet deadlines. Excellent problem-solving and analytical skills are needed to resolve complex issues. Experience working with cross-functional teams is required. Strong knowledge of financial products and services, particularly in micro finance, is necessary.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 14 years of experience in the BFSI industry, with a strong background in Micro Finance, Receivables, and Relationship Management. Roles and Responsibility Manage and maintain relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities and develop strategies to acquire new customers. Conduct regular portfolio reviews and provide insights to improve customer engagement. Collaborate with internal teams to resolve customer complaints and issues. Develop and implement effective collection plans to meet business objectives. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong knowledge of Micro Finance, Receivables, and Relationship Management principles. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills to analyze data and make informed decisions. Experience working with cross-functional teams to achieve business objectives. Strong understanding of the BFSI industry and regulatory requirements.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in Micro Finance, Receivables, and Relationship Management. Roles and Responsibility Manage and maintain relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities and develop strategies to acquire new customers. Conduct regular portfolio reviews and provide insights to improve customer engagement. Collaborate with internal teams to resolve customer complaints and issues. Develop and implement effective collection plans to meet business objectives. Analyze market trends and competitor activity to stay ahead in the market. Job Requirements Strong knowledge of Micro Finance, Receivables, and Relationship Management principles. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills to analyze data and make informed decisions. Experience working with cross-functional teams to achieve business objectives. Strong understanding of the BFSI industry and regulatory requirements.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in Micro Finance and Business Development. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of the bank's products and services. Job Requirements Minimum 4 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with cross-functional teams to achieve business objectives.

Project Role : Program/Project Management Lead Project Role Description : Manage overall delivery of a program or project to achieve business outcomes. Define project scope and monitor execution of deliverables. Communicate across multiple stakeholders to manage expectations, issues and outcomes. Must have skills : Project Portfolio Management Tools Good to have skills : NAMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Program/Project Management Lead, you will oversee the comprehensive delivery of programs or projects, ensuring alignment with business objectives. Your typical day involves defining project scopes, monitoring the execution of deliverables, and facilitating communication among various stakeholders to effectively manage expectations, address issues, and achieve desired outcomes. You will engage with team members and stakeholders to foster collaboration and drive project success, adapting to challenges and ensuring that all aspects of the project are on track and aligned with strategic goals. Roles & Responsibilities:- Expected to be an SME.- Collaborate and manage the team to perform.- Responsible for team decisions.- Engage with multiple teams and contribute on key decisions.- Expected to provide solutions to problems that apply across multiple teams.- Facilitate regular project meetings to ensure alignment and address any emerging challenges.- Develop and maintain project documentation to ensure transparency and accountability. Professional & Technical Skills: - Must To Have Skills: Proficiency in Project Portfolio Management Tools.- Strong understanding of project management methodologies and frameworks.- Experience with stakeholder management and communication strategies.- Ability to analyze project performance metrics and implement improvements.- Familiarity with risk management practices and tools. Additional Information:- The candidate should have minimum 12 years of experience in Project Portfolio Management Tools.- This position is based at our Kolkata office.- A 15 years full time education is required. Qualification 15 years full time education

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 7-10 years of experience in the BFSI industry, with a strong background in Micro Finance and Business Development. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of the bank's products and services. Job Requirements Minimum 7 years of experience in the BFSI industry, with a focus on Micro Finance and Business Development. Strong knowledge of financial products and services, including Mutual Funds and other investment products. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets and deadlines. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience working with cross-functional teams, including sales, marketing, and operations. Location - Inclusive Banking - MF,South,Tamil Nadu , Mailaduthurai , Mailaduthurai , Chidambaram , Cudalore , 1112 , Panruti

Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : ServiceNow Strategic Portfolio Management (SPM) Good to have skills : NAMinimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. Your typical day will involve collaborating with various stakeholders to gather insights, translating business needs into technical specifications, and ensuring that the applications align with organizational goals. You will also engage in iterative design processes, working closely with development teams to refine application features and functionalities, while maintaining a focus on user experience and operational efficiency. Roles & Responsibilities:- Expected to be a Subject Matter Expert with deep knowledge and experience.- Should have influencing and advisory skills.- Responsible for team decisions.- Engage with multiple teams and contribute on key decisions.- Expected to provide solutions to problems that apply across multiple teams.- Facilitate workshops and meetings to gather requirements and feedback from stakeholders.- Mentor junior professionals in application design and development best practices. Professional & Technical Skills: - Must To Have Skills: Proficiency in ServiceNow Strategic Portfolio Management.- Strong understanding of application design principles and methodologies.- Experience with business process modeling and requirements gathering.- Ability to create detailed technical specifications and documentation.- Familiarity with agile development practices and project management tools. Additional Information:- The candidate should have minimum 15 years of experience in ServiceNow Strategic Portfolio Management.- This position is based at our Noida office.- A 15 years full time education is required. Qualification 15 years full time education

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably in micro finance or business development. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the industry. Job Requirements Proven experience as a Relationship Manager in micro finance or business development. Strong understanding of the BFSI industry and its regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with cross-functional teams to achieve business objectives. Location - Nashik,Nagpur,Wardha,Pusad

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in Micro Finance and Business Development. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of the bank's products and services. Job Requirements Minimum 4 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance and Business Development principles and practices. Excellent communication and interpersonal skills are required to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets and deadlines. Strong analytical and problem-solving skills are needed to analyze market trends and competitor activity. Any Graduate or Postgraduate degree from a recognized institution.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in Micro Finance and Business Development. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the industry. Job Requirements Minimum 4 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with cross-functional teams and building strong relationships with clients. Location - Mayiladuthurai , Tiruchirapalli , Pudukkottai , Aranthangi

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in Micro Finance and Business Development. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of customer satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the industry. Job Requirements Minimum 4 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with cross-functional teams and building strong relationships with clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in Micro Finance and Business Development. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of customer satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of client needs and preferences. Job Requirements Minimum 4 years of experience in the BFSI industry, preferably in Micro Finance or Business Development. Strong knowledge of Micro Finance products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with cross-functional teams to achieve business objectives.