3550 Portfolio Management Jobs - Page 8

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 1-4 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 customer satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. 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 business development. Strong knowledge 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.

Salary: 20 to 35 LPA Exp: 3 to 10 years Location: Bangalore/Gurgaon/Pune Notice : immediate to 30 days..!! Role and Responsibilities: Credit Risk /Fraud Risk Strategy: Role Details: The role is expected to use analytical tools to identify opportunities to grow overall assets as well as manage risk. It involves managing risk management framework across customer lifecycle acquisition, portfolio management and collections, across retail lending products. Responsibilities : - Design, analyze, monitor credit risk strategies for different loan products such as personal loans, auto loans, etc. - Identify the opportunity areas for portfolio growth and pro-actively communicate with stakeholders - Collaborate across other risk functions (example technology, product, etc.) to implement the analytical decisions - Understand existing underwriting rules, strategies and replicate them in business rules using SAS/SQL - Design and analyze income, employment, fraud verification strategies - Develop, maintain and improve risk policies, strategies, processes and procedures within the assigned function - Utilize application, bank and bureau information to derive business insights - KPI generation, tracking of risk and delinquency metrics for portfolios using SQL/Tableau

Handle current portfolio of Small Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients

JD Taking day-to-day collection status as well as taking end status of the cash deposited collected on day with team size of 5- 7 FOS for CV ,LCV and TFE products To handle all buckets from 0DPD to 270DPD Managing regular collection, NPA collection and legal collection. To Ensure Quality portfolio. To focus on improving Collections in the area assigned individually and in a team. To ensure adherence MOPP Norms. To adhere to the BANKS processes and procedures. To adhere to Audit requirement. To ensure Good Coordination between individuals in the Team and Branch in Particular. Manage high ticket size delinquent/non delinquent accounts directly

Handle current portfolio of Small Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients

Job Role Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. Detailed Performance analysis of client portfolios and periodical review the portfolio Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. Assist RM in acquiring new Drive sales of Financial products to suitable client portfolios Job Requirements 6-8 years of experience in financial & banking industry with relevant experience in investments High understanding of investment ideas across equity , fixed income and Alternates from a client suitability point of view High understanding of investment products Ability to initiate and hold interactions with HNI Clients and deepen the relationships.

Job role: Handle current portfolio of Light Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients.

Department Agri Business Group (Agri SME Working Capital Loans) Job Title Relationship Manager - Grade M3 / M4 (Manager / Sr. Manager) Portfolio Management Reporting to Area Sales Manager (ASM) Location Job Profile Job Role Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous monitoring of the accounts to ensure business is a per budgets Regular monitoring of accounts to ensure there are no delinquencies, portfolio hygiene, post disbursement deferrals closure in time, security perfection To engage with Credit & risk function, legal & technical teams, RCAD & GR team for customer requirements. CA / Graduate/ Post Graduate Diploma / Post Graduate in Banking and Finance / Fresher CAs and MBAs can also apply People from different industries, such as from Agri Input Industries / Accounting firms / insurance companies / rating agencies / NBFCs / MFI Industries / Branch banking background can also apply. Strong oral and written Communication Relationship Management Skill P Job Role Job Role Job Requirements

Job description PRM Role Job Responsibilities: managing central agencies and adding new agencies. Managing independent team from all states. Liaison with central and state teams. Meeting monthly collection targets. Deep bucket collections Job requirements: Knowhow of managing collection call centers, digital approach, negotiation, skip tracing and managing state level team. Having basic legal knowledge. Deep bucket collections.

Department Agri Business Group (Agri SME Working Capital Loans) Job Title Relationship Manager - Grade M3 / M4 (Manager / Sr. Manager) Portfolio Management Reporting to Area Sales Manager (ASM) Location Job Profile Job Role Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous monitoring of the accounts to ensure business is a per budgets Regular monitoring of accounts to ensure there are no delinquencies, portfolio hygiene, post disbursement deferrals closure in time, security perfection To engage with Credit & risk function, legal & technical teams, RCAD & GR team for customer requirements. CA / Graduate/ Post Graduate Diploma / Post Graduate in Banking and Finance / Fresher CAs and MBAs can also apply People from different industries, such as from Agri Input Industries / Accounting firms / insurance companies / rating agencies / NBFCs / MFI Industries / Branch banking background can also apply. Strong oral and written Communication Relationship Management Skill P Job Role Job Role Job Requirements

CEC Team Leader - Inbound - Credit Cards Department Customer Experience Center Location Thane/Noida/Bangalore Reporting Relationship CEC Team Manager- Inbound Position Grade Manager Job Role Responsible for managing a team of 15-18 officers handling inbound calls in Credit Cards Manage Team to deliver on Quality, Call productivity, Sales, and Shrinkage as per the defined benchmarks Manage Floor to monitor discipline on floor, resolve officers queries to assist customers, raise issues to respective dept. for resolution, update officers on process/product updates, workstation availability, shrinkage, etc. Manage escalated customer calls (complaints) with end-to-end resolution Graduate Minimum 5 to 6 years of relevant experience in servicing of financial products and at least one year in managing a team Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females7AM till 8PM) including Sunday/holidays Leadership skills including team motivation, make team adaptable to changes, deliver overall SOPs, etc Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

Job description PRM Role Chennai Job Responsibilities managing central agencies and adding new agencies. Managing independent team from all states. Liaison with central and state teams. Meeting monthly collection targets. Deep bucket collections Job requirements Knowhow of managing collection call centers, digital approach, negotiation, skip tracing and managing state level team. Having basic legal knowledge. Deep bucket collections.

Job description PRM Role Job Responsibilities: managing central agencies and adding new agencies. Managing independent team from all states. Liaison with central and state teams. Meeting monthly collection targets. Deep bucket collections Job requirements: Knowhow of managing collection call centers, digital approach, negotiation, skip tracing and managing state level team. Having basic legal knowledge. Deep bucket collections.

Department Agri Business Group (Agri SME Working Capital Loans) Job Title Relationship Manager - Grade M3 / M4 (Manager / Sr. Manager) Portfolio Management Reporting to Area Sales Manager (ASM) Location Job Profile Job Role Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous monitoring of the accounts to ensure business is a per budgets Regular monitoring of accounts to ensure there are no delinquencies, portfolio hygiene, post disbursement deferrals closure in time, security perfection To engage with Credit & risk function, legal & technical teams, RCAD & GR team for customer requirements. CA / Graduate / Post Graduate Diploma / Post Graduate in Banking and Finance / Fresher CAs and MBAs can also apply People from different industries, such as from Agri Input Industries / Accounting firms / insurance companies / rating agencies / NBFCs / MFI Industries / Branch banking background can also apply. Strong oral and written Communication Relationship Management Skill Job Role Job Requirements

Job Role Responsible for managing a team of 70-100 officers & 6-7 Team leaders handling inbound calls for HNI/Wealth Customers, for Retail Liabilities, Credit Cards and Retail Assets Responsible for Recruitment and People retention Core delivery on Sales, Portfolio Management & Campaign objectives. Manage and Deliver on other business metrics such as Productivity, Quality, Staffing, etc. Liaise with Product & Business teams to understand business impact factors, bring efficiency in the processes and resolve issue-based situations. Manage Floor to monitor discipline on floor, resolve officers queries to assist customers, raise issues to respective dept. for resolution, update officers on process/product updates, workstation availability, etc. Manage customer escalations with end-to-end resolution Graduate or MBA Minimum 8 to 10 years of relevant experience in servicing of financial products and at least one year in managing supervisors (in turn handling officers) Excellent communication skillsVerbal & Written Flexible to work 24/7 (For Females7AM till 8PM) including Sunday/holidays Leadership skills including team motivation, make team adaptable to changes, deliver overall SOPs, etc Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

: 100% open market and field job-Target driven. Acquisition of Saving/Currentaccount from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product frommapped Book- LI/GI/SIP/PL/FD from existing customer Portfolio Work on the Geographical area mapped (Pin Code) and achieveSaving/Current account and cross buy Target Relationship building with Existing customer Job Requirements: Education Qualification Graduation/Post Graduation Bike Mandatory with Valid License 0 to 1 Years of Sales experience /Fresher Age Upto 25 Years

Department Agri Business Group (Agri SME Working Capital Loans) Job Title Relationship Manager - Grade M3 / M4 (Manager / Sr. Manager) Portfolio Management Reporting to Area Sales Manager (ASM) Location Job Profile Job Role Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous monitoring of the accounts to ensure business is a per budgets Regular monitoring of accounts to ensure there are no delinquencies, portfolio hygiene, post disbursement deferrals closure in time, security perfection To engage with Credit & risk function, legal & technical teams, RCAD & GR team for customer requirements. CA / Graduate/ Post Graduate Diploma / Post Graduate in Banking and Finance / Fresher CAs and MBAs can also apply People from different industries, such as from Agri Input Industries / Accounting firms / insurance companies / rating agencies / NBFCs / MFI Industries / Branch banking background can also apply. Strong oral and written Communication Relationship Management Skill P Job Role Job Role Job Requirements

Opportunity to work with Best Bank of Country Kotak Mahindra Bank Department Agri Business Group (Agri SME Working Capital Loans) Job Title Relationship Manager - Grade M3 / M4 (Manager / Sr. Manager) Portfolio Management Reporting to Area Sales Manager (ASM) Location Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous monitoring of the accounts to ensure business is a per budgets Regular monitoring of accounts to ensure there are no delinquencies, portfolio hygiene, post disbursement deferrals closure in time, security perfection To engage with Credit & risk function, legal & technical teams, RCAD & GR team for customer requirements. CA / Graduate / Post Graduate Diploma / Post Graduate in Banking and Finance / Fresher CAs and MBAs can also apply People from different industries, such as from Agri Input Industries / Accounting firms / insurance companies / rating agencies / NBFCs / MFI Industries / Branch banking background can also apply. Strong oral and written Communication Relationship Management Skill Job Requirements Job Profile

Department Customer Experience Center Location Thane/Noida/Bangalore Reporting Relationship CEC Unit Manager- Inbound Position Grade Chief Manager Job Role Responsible for managing a team of 70-100 officers & 6-7 Team leaders handling inbound calls in Retail Liabilities Responsible for Recruitment and People retention Manage Team to deliver on Quality, Call productivity, Sales, and Shrinkage as per the defined benchmarks Plan and Manage Service Level including forecasting, rostering, etc Manage and Deliver on business metrics SLA, Sales, AHT, Quality, Staffing, etc Liaise with other teams to understand business impact factors, bring efficiency in the processes and resolve issue-based situations Manage Floor to monitor discipline on floor, resolve officers queries to assist customers, raise issues to respective dept. for resolution, update officers on process/product updates, workstation availability, shrinkage, etc. Manage escalated customer calls (complaints) with end-to-end resolution Graduate or MBA Minimum 8 to 10 years of relevant experience in servicing of financial products and at least one year in managing supervisors (in turn handling officers) Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females7AM till 8PM) including Sunday/holidays Leadership skills including team motivation, make team adaptable to changes, deliver overall SOPs, etc Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

Job Responsbibilites: To Ensure Quality portfolio. To focus on improving Collections in the area assigned individually or in a team / as a team. To adhere to the BANKS processes and procedures. To adhere to Audit requirement Job Requirements: Passion for Collection. Willing to Take challenges and responsibility Should have the ability to convince the customer to pay on our terms and conditions Educational Qualification Should be Graduate Work Experience Minimum work experience of 1-3 year in collections.

Department Agri Business Group (Agri SME Working Capital Loans) Portfolio Management Job Title Area Business Manager (Grade M5 / M6 Chief Manager/ AVP) Reporting to Regional Business Manager Location As per list Job Profile Job Role Manage team of Portfolio Managers to manage and grow existing portfolio of customers in Agri SME space. Acceptable knowledge of respective geography & ability to quickly recruit quality team members. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Regular monitoring of accounts to ensure there are no delinquencies, portfolio hygiene, post disbursement deferrals closure in time, security perfection To engage with Credit & risk function, legal & technical teams, RCAD & GR team for customer requirements & collaborate with internal bank channels for deepening customer base. Improve efficiency by monitoring & suggesting improvement in processes basis ground reality & market trends. Job Requirements Job Role CA / Post Graduate Diploma / Post Graduate in Banking and Finance / Commerce etc. Strong oral and written Communication Relationship Management Skill Leadership Skills Local Market Knowledge will be an added advantage Minimum SME funding & portfolio management work experience 5 years P Job Role

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 ROLE Responsible for NTB acquisition of customers. Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. JOB REQUIREMENT Blend of service and sales orientation MBA / Graduate Minimum work exp. 1 year

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

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.