366 Portfolio Monitoring Jobs - Page 11

You will be responsible for formulating, reviewing, and implementing the credit policy for the Personal Loan business in compliance with regulatory and business requirements. This includes overseeing portfolio monitoring and ensuring policy governance on credit decision systems. Your key responsibilities will include formulating and implementing policies, procedures, and guidelines for credit appraisal, credit risk models, and frameworks. You will collaborate with cross-functional teams to drive the credit policy agenda and ensure the correct implementation of credit policy guidelines in origination systems and decisioning platforms. You will manage the Rule engine for credit decisions and a...

As the person responsible for the formulation, review, and implementation of credit policy for the Personal Loan business, your primary focus will be to ensure compliance with regulatory requirements and business needs. Additionally, you will oversee portfolio monitoring activities and ensure proper governance of credit decision systems. Your key responsibilities will include: - Formulating and implementing policies, procedures, and guidelines for credit appraisal, credit risk models, and frameworks. - Collaborating with cross-functional teams to drive the credit policy agenda and ensure the correct implementation of credit policy guidelines in origination systems and decisioning platforms. ...

You should have a strong understanding of various financial products such as Term loans, Working capital, and structural products. Your role will be sector agnostic and require the following skills: - Conducting due diligence of corporate, group, and promoters - Analyzing financial statements - Understanding industry and market dynamics related to proposals and applying them in credit assessments and risk mitigation - Conducting site visits and having personal discussions with promoters/CFO - Preparing credit notes and specifying deal-specific covenants - Ensuring adherence to internal credit policies and documenting any deviations in the credit note - Approving/recommending credit limits an...

Job Title: Risk Manager Location: Chennai, Mumbai Employment Type: Full-Time Experience: 15 years Qualification: Chartered Accountant (CA)/ MBA Key Responsibilities Analyze financial statements and assess credit risk for corporates and financial institutions. Conduct due diligence, prepare credit proposals, and present findings to management. Develop risk scorecards and models; suggest risk mitigants. Monitor macroeconomic trends and regulatory changes. Collaborate with internal teams and manage stakeholder communication. Travel pan-India for client monitoring and deal execution. Desired Skills Strong analytical and financial interpretation skills. Experience in structured credit/lending, po...

We are looking for a highly motivated professional in the Valuation and Portfolio Monitoring domain to join our experienced and collaborative team in Bangalore. You should have a strong interest in venture capital and private equity asset classes, possess exceptional financial modeling skills, and be experienced in creating detailed and complex financial models. Additionally, you should have a mindset focused on establishing top-notch global processes from the ground up. As the ideal candidate, you should have 2-6 years of relevant experience and hold a qualification such as CA, CPA, MBA (Finance), or CFA. Your responsibilities will include: - Understanding the economics and value drivers of...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented, and empathetic Client Relationship Associate to join our team. Who are we Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries. To learn more about us, visit www.cambridgewealth.in What you will do: Client onboarding: Facilitate smooth onboarding of new clients, including High Net Worth Indi...

The Commercial Banking Portfolio Manager position at Wells Fargo involves supporting the Credit Underwriting and Portfolio Monitoring processes to ensure compliance with relevant credit policies and procedures. Your responsibilities will include performing reviews of credit reports, validating financial analysis for commercial loans, identifying credit policy exceptions, and escalating risks as necessary. Additionally, you will be expected to document findings, provide expertise for business initiatives, and quality-check the work of junior team members. The ideal candidate for this role should have an MBA in Finance or Banking, Cost and Management Accountancy, Chartered Accountancy, or post...

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take t...

Department: Lending Services Job Purpose We are looking for a passionate, energetic individual to join our Lending Services division. You will be part of team working as an extension to our European based client ensuring we fulfill the applicable SLAs. Key Responsibilities Project Finance Portfolio Monitoring Credit Review: Perform detailed annual and quarterly credit reviews for allocated projects, assessing performance against original underwriting assumptions and covenants. Analyze financial, operational, and technical performance of the projects, including key project milestones (for construction phase) and actual vs. budget comparisons (for operational phase). Monitor key financial metr...

Roles & Responsibilities: Portfolio Risk Monitoring & Control Maintain operational and credit risk controls over sanctioned and disbursed portfolios using effective monitoring tools Monitor portfolio delinquency trends across locations, customer profiles, products, and programs Analyze portfolio behavior and identify reasons for defaults at individual and segment levels Suggest modifications in policies and programs based on portfolio trends and risk analysis Portfolio Analytics & Reporting Design, develop, and maintain portfolio dashboards for delinquency, repayment, outstanding balances, disbursement, and sanction monitoring across critical parameters and demographics Benchmark competition...

Role & Responsibilities Team Lead (Liabilities & Wealth Management) Team & Business Management Effectively manage a team of Relationship Managers (RMs) to meet organizational goals related to liability book growth, fee income, and portfolio quality . Provide ongoing guidance, mentoring, and coaching to RMs to ensure delivery of a superior customer experience . Monitor and drive adherence to the operating rhythm cadence , ensuring regular customer interactions and relationship deepening. Customer Engagement & Service Conduct joint client meetings with RMs to support business conversions and strengthen client relationships. Manage customer complaints and service issues to ensure satisfactory c...

The key objective of the job is to conduct credit analysis of proposals and prepare credit notes. You will be responsible for facilitating faster deal closures by actively participating in deal structuring and credit enhancement while maintaining a balance between business growth and portfolio quality. It will be essential to meet new and existing customers regularly and monitor the portfolio to identify any signs of stress in accounts and take necessary corrective actions. Your primary responsibilities will include ensuring the quality of credit underwriting, monitoring the portfolio performance in terms of delinquencies, deferrals, annual reviews, and renewals. You will also be required to...

Role & responsibilities Implement Policy changes, work on alternative channel development Implement and monitor Data based changes to existing policy programs and impact monitoring of the same Enhancing understanding of sales manpower for rolled out policies Enhancing contribution of Direct sourcing in existing disbursements Enhancing volumes from partnership channels. Drive overall effectiveness of business sourcing by using data insights and program management

About the Opportunity Job TypeApplication 31 August 2025 About The Role Title Manager - Portfolio Compliance Monitoring Department General Counsel Shared Services Location Gurgaon, India Reports To Senior Manager - Portfolio Compliance Monitoring Level 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our General Counsel Shared Services Team and feel like youre part of something bigger. General Counsel General Counsel (GC) is a trusted advisor to all parts of FIL, providing high-value independent advisory and assurance expertise through our spe...

We are looking for a CIB Portfolio Manager with 10 + years of experience who has good experience in the following domain for Hyderabad location: Credit Underwriting Portfolio Management Securitisation Financial Statement Analysis Credit Worthiness/Credit Analysis Only candidates from Banking and Credit Rating and Research companies should apply. Interested please send their profiles to [HIDDEN TEXT] . Responsibilities: Manage and develop a team of individuals to provide portfolio management and underwriting support to the entire industry Engage coverage officers and relationship managers which may often lead the credit approval process through Wholesale Credit Risk and more experienced manag...

As a Credit Analyst at Moksha Financial Services Pvt. Ltd., you will be responsible for credit appraisal and assessment, collateral evaluation, loan structuring, TAT management, compliance and documentation, portfolio monitoring, risk management, coordination with stakeholders, and more. You will analyze cases to determine feasibility within TAT, complete paperwork efficiently, sanction files, and conduct customer visits. Additionally, you will be required to obtain references and testimonials from customers. To qualify for this role, you should hold a Bachelor's or Master's degree in Finance, Accounting, or a related field along with a CA/CS/CFA qualification. You should have 3-5 years of e...

Maintaining high quality in the workflows by establishing strong processes, performing quality checks, providing training, mentoring, and upskilling team members: Overseeing the request intake process, including participation in project scoping calls to improve understanding and prepare detailed project scope documents . Preparing and driving the content of client and prospect-related materials , including pitches, proposals, proposals proposals, client marketing materials , and other associated offering documents and analyses. Working with Private Markets clients on various tasks, including but not limited to financial modeling, credit analysis, performing investment due diligence, portfoli...

The key objective of the job is to conduct credit analysis of proposals and prepare credit notes. You will play an essential role in facilitating faster deal closures by actively participating in deal structuring and credit enhancement while maintaining a balance between business growth and portfolio quality. Regular meetings with both new and existing customers are required, in addition to monitoring the portfolio on a regular basis to identify stress in accounts and implement corrective measures promptly. Continuous monitoring of all high-value exposures in the region is crucial for this role. The major deliverables include ensuring the quality of credit underwriting, monitoring portfolio ...

You will be responsible for evaluating, underwriting, and approving Loan Against Property (LAP) proposals within defined credit policies for the Micro LAP segment (40 Lakhs ticket size). Your main objective will be to ensure balanced credit decisioning while maintaining portfolio quality and minimizing risk. Your key responsibilities will include credit appraisal, where you will underwrite LAP proposals for self-employed and informal borrowers according to the defined credit policy and risk framework. You will also need to ensure adherence to internal credit policies, RBI norms, and regulatory guidelines during the loan evaluation process. Additionally, you will be tasked with income and ris...

You will be joining a leading NBFC as a Credit Analyst for Infrastructure Finance with the following responsibilities: You should have at least 6 years of experience in Credit Underwriting, specifically in Infrastructure Project underwriting. Your educational background should include either a CA or an MBA degree. This role is within the BFSI industry and based in Mumbai. Your main tasks will involve creating Credit Appraisal Notes for Infrastructure Project Finance Cases, including TL/NCD. You will communicate with clients or businesses to gather data for CRAN preparation. Your responsibilities will include creating comprehensive CRAN for credit risk assessment, industry evaluation, complia...

The role requires you to take charge of generating and steering Working Capital Business and Portfolio Management activities through Branches and other Channels. Your primary responsibilities include strategic planning aligned with the department's business objectives, functional tasks such as generating business, reviewing application documents, coordinating with Credit Sanction Department, ensuring disbursement, monitoring portfolios, visiting customers, obtaining stock statements, and managing account renewals. Internally, you will be responsible for monitoring processes to maintain Service Level Agreements and Turnaround time, preparing accurate reports for management and statutory bodie...

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take t...

Contributing to origination of new transactions, to facilitate credit approval and to execute the transaction within tight deadlines. Analyzing financials and providing economic evaluations for prospective and existing clients Assessing the short- and long-term risk in existing operations, as well as in expansions and new projects Assist in conducting the external technical due diligence including reviewing financial and operational models, business and industry performance, assessing process effectiveness and recommending a risked approach to reserve/production/process/costs profiles (used in bank case models) Reviewing environmental and social impact assessment or similar due diligence and...

As the Policy Formulation and Compliance specialist, you will be responsible for leading the formulation, review, and periodic updates of Policies and risk guidelines. It is crucial to ensure that these policies are in alignment with regulatory requirements, market trends, and internal risk appetite. Your role will also involve integrating and enhancing systems for the effective implementation of these policies. Working closely with audit and compliance teams will be essential to ensure adherence to regulatory guidelines. Standardizing risk assessment procedures across products and business lines will also fall under your purview. Furthermore, you will be tasked with ensuring periodic review...

Credit Manager About Supermoney We are looking for a dynamic Credit Manager to join our team as we scale our company. Supermoney is the trusted digital working capital solutions partner for enterprises and small businesses. We partner with leading brands such as Jiomart, Reliance, Haier, Jindals, Amaron etc. to extend customized payments and financing solutions for their supply chain ecosystem. Learn more at https://www.supermoney.in/ Location: Mumbai Roles & Responsibilities: 1. Provide analysis of customer financial statements and ensure that all data entry is accurate and complete and authorize credit limits 2. Responsible for the underwriting of loan requests and annual reviews 3. Serve ...