10066 Portfolio Management Jobs - Page 8

Role CSM/Sr.CSM/RM/Sr.RM (CASA Sales) under Retail Liabilities Branch Banking Role & responsibilities To acquire new quality customers and cross sell various products as desired by the Bank from time to time To ensure accurate, timely and error free processing of customer service requests To overcome problems using guidelines and escalate with expediency, when necessary. To ensure the best visual impact of the branches on customers To work for providing first class service experience to existing customers and take references for acquiring new quality customers. To cross sell deposit and fee products to such customers and penetrate better market share To constantly endeavor to improve existin...

Job Purpose Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Role & responsibilities 1. Trading on behalf of clients 2. Building relationships with clients & educating them about investments. 3. Client Acquisitions as per targets and cross selling of 3rd party products. (MF, Insurance, SIP, etc.) Must have - 1. Capital Market Knowledge(Equity, derivatives, future,& options) 2. Educating customers about various investment product like insurance, mutual fund, SIP. 3. Excellent communication skills 4. NISM 8 and NISM 5A certificate Interested candidates can share their resume om Samidha.mahadik@hdfcsec.com

Job Purpose Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Work on pursuits , partnering with pursuit leader and team including Enterprise Architects, Deal Solution Architects, peer Workstream Leaders and Service Line Subject Matter Resource to help shape RFP responses and bring in incisive insights from Tech experience. Take part in due diligence exercises pre and post contract analysing complex data to drive solution, risk and commercial decisions in the best interest of the client and the firm. Participate in deal review board and associated governance checkpoints as needed. Design target client solution (technology, integration) for transition and transformation, based upon repeatable IP and assets. Capture functional and non-functional requirem...

Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis. Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials. Validation of fund data against the internal portfolio management systems and highlighting differences and discrepancies. Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios. Analyze performance attribution data across funds, on the backdrop of financial markets environment and understanding its impact on returns. Ensure t...

Key Responsibilities1 Market & Portfolio Insights Build and communicate structured insights around portfolios, markets, and macro trends through reports, dashboards, and presentations Evaluate portfolio performance drivers, risk exposures, and valuation trends using data-driven frameworks Collaborate with Fund Management, Research, and Product teams to contextualize insights and drive investment outcomes Thought Leadership Write high-quality articles, blogs, and research pieces that reflect independent, well-reasoned thinking Contribute to Dezerv s voice on markets and portfolio strategy shaping how investors understand risk, return, and discipline Data & Technology Integration Extract, proc...

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

Portfolio Management and Growth Creating and delivering strategic development plans that drive quality, growth, and profitability for our Science, Technology and Medicine portfolio. Overseeing and managing P&Ls under the direction of an Executive Publisher. Meeting and wherever possible exceeding revenue and article volume targets. Building, maintaining and sharing a thorough knowledge of market need and competitor activity to inform decisions on journal development Managing the successful transition to T&F of acquired titles Working with external Editors, Editorial teams and internal colleagues to commission and acquire new content Relationship Management Building and maintaining strategic ...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management. “ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence...

Job Purpose "This position is open with Bajaj finance limited" Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines Duties and Responsibilities 1. Portfolio Management Analyses trend of incremental portfolios Chalks out loss projection based on the portfolio 2. Case Management Works out changes in allocation patterns along with Area/Cluster Managers - tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for Skip Tracing; Regularly reviews delay in closures / non-resolution cases / Custome...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management. “ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence...

Job Purpose "This position is open with Bajaj finance limited" Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines Duties and Responsibilities 1. Portfolio Management Analyses trend of incremental portfolios Chalks out loss projection based on the portfolio 2. Case Management Works out changes in allocation patterns along with Area/Cluster Managers - tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for Skip Tracing; Regularly reviews delay in closures / non-resolution cases / Custome...

Job Purpose "This position is open with Bajaj finance limited" Plan, organize and control collections for PLCS Tier II Growth markets for Bucket 0 and Bucket 1 through efficient portfolio management and cost management; Develop forecasts for manpower and collections resolution planning Duties and Responsibilities PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) 1. Collection planning. “ Monthly, six monthly and annual planning Analyze the AOP targets and determine aspirational targets; Spread the target across the calendar months to gradually increase resolution as per the location wise nuances Cascade the AOP and aspirational targets across the ZMs and RCM Review perfor...

Job Purpose "This position is open with Bajaj finance limited" Plan, organize and control collections for PLCS Tier II Growth markets for Bucket 0 and Bucket 1 through efficient portfolio management and cost management; Develop forecasts for manpower and collections resolution planning Duties and Responsibilities PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) 1. Collection planning. “ Monthly, six monthly and annual planning Analyze the AOP targets and determine aspirational targets; Spread the target across the calendar months to gradually increase resolution as per the location wise nuances Cascade the AOP and aspirational targets across the ZMs and RCM Review perfor...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management. “ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence...

Job Purpose "This position is open with Bajaj finance limited" Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines Duties and Responsibilities 1. Portfolio Management Analyses trend of incremental portfolios Chalks out loss projection based on the portfolio 2. Case Management Works out changes in allocation patterns along with Area/Cluster Managers - tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for Skip Tracing; Regularly reviews delay in closures / non-resolution cases / Custome...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management. “ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence to...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management. “ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence to...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management. “ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management. “ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence...

Job Purpose Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines and complying with regulators norms Duties and Responsibilities 1. Allocation Planning: Planning allocation of portfolios to RO. ™s and Agencies Based on: Performance: Previous months track record Data Analysis and Insights Geographical dimensions Capacity Location 2. Vendor Management: Activities including researching and sourcing vendors, obtaining quotes, analyzing capabilities, turnaround times, negotiating contracts and managing relationships. Role would include: Capacit...

Job Purpose "This position is open with Bajaj finance limited" Managing the collections unit in a particular area and monitoring the collection of the amount due to the organization, while ensuring that cases are handled appropriately according to the company guidelines Duties and Responsibilities 1. Portfolio Management Analyses trend of incremental portfolios Chalks out loss projection based on the portfolio 2. Case Management Works out changes in allocation patterns along with Area/Cluster Managers - tracks impact on collection efficiency Engages with the Risk / Credit teams to get sufficient KYC inputs for Skip Tracing; Regularly reviews delay in closures / non-resolution cases / Custome...

Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the ...

We are hiring Investment Managers for full time or freelancing opportunity Job Summary: We are seeking an experienced Investment Manager who has successfully handled $200 million+ deals and specializes in private placements . The ideal candidate will have a deep understanding of customer needs , the ability to identify investment opportunities with speed , and a proven track record of building and managing investments across diverse asset classes. This role requires direct interfacing with investors , handholding them through the investment process , and sourcing opportunities from multiple funding sources, including PE, debt, venture capital, foreign funds, and social impact funds . Key Res...