361 Portfolio Monitoring Jobs - Page 2

Role & responsibilities Evaluate loan applications based on financial data, credit history, and repayment capacity. Ensure all credit decisions comply with internal policies, RBI guidelines, and regulatory norms. Coordinate with collections team for follow-up on overdue accounts. Work closely with the sales, operations, and legal teams to streamline processing Preferred candidate profile 5+ years of experience in Secured Business Loans/LAP/NBFC. Preference will be given to local candidates with local geography knowledge. Locations: Meerut, Muzaffarnagar, Ghaziabad, Bulandshahr & Bijnor Share your updated CV to goutam.shekhawat@hfs.in

As a Private Equity Advisor at Planify Capital, a fast-growing fintech firm specializing in unlisted shares, pre-IPO investments, and alternative investment products, you will play a crucial role in identifying, evaluating, and advising clients on private equity investment opportunities. You will collaborate with HNIs, family offices, and institutional investors to structure deals, manage portfolios, and support capital deployment strategies. Key Responsibilities: - Advise clients on private equity investment opportunities tailored to their financial goals, risk appetite, and portfolio strategies. - Analyze private equity deals, conduct due diligence, assess business models, financials, and ...

Role Overview: Risk Management Group works closely with business partners to manage the bank's risk exposure by balancing the objective to maximize returns against an acceptable risk profile. As part of the team, you will partner with origination teams to provide financing, investments, and hedging opportunities to customers. Your role is crucial in managing risk effectively and ensuring the success of the business by investing significantly in people and infrastructure. Key Responsibilities: - Develop and implement strategies to manage relationships with clients whose accounts are classified as NPLs. - Work closely with NPL clients to understand their financial situation, negotiate restruct...

As a Relationship Manager in Corporate and Investment Banking, your role is to acquire and build a diversified portfolio within the IBG 4 segment. Your portfolio should generate revenue from various sources such as assets, trade, cash, treasury, and fees while maintaining an acceptable risk level for the bank. You are expected to adhere to the lending guidelines set by the bank. **Key Responsibilities:** - Source new asset relationships within the IBG 4 segment, focusing on companies with turnovers ranging from INR 200 crores to 600 crores in alignment with the bank's lending policy. - Drive Net Interest Income and fee generation across the portfolio through cross-selling of trade, liabiliti...

As a Cluster Credit Manager at Premium Finlease Pvt. Ltd., you will be responsible for overseeing credit operations across multiple branches in the Hisar cluster. Your role will involve assessing credit proposals for Home Loans (HL), Loan Against Property (LAP), and Individual Loans (IL) from various branches, ensuring alignment with internal risk policies. You will need strong Tele Verification & Reference (TVR) skills, in-depth risk analysis experience, and a solid understanding of property evaluation and business financials to excel in this role. Your decisions will play a crucial role in maintaining credit quality while supporting business growth. Key Responsibilities: - Evaluate credit ...

As a Risk Analyst - FI Lending at Anand Rathi Global Finance Ltd, you will be responsible for conducting risk analysis and evaluation. This includes: - Analyzing and finalizing proposal notes prepared by the business team - Ensuring compliance with all regulatory and internal guidelines - Presenting Risk team views at Sanctioning Committees meetings You will also be required to: - Make presentations to the Top Management regarding the Overall FI portfolio - Monitor the portfolio by regularly interacting with customers for credit-related issues - Track PAR/MFIN data, quarterly financials, news articles, security perfection, etc. - Interact with rating agencies and other Lenders for due dilige...

The incumbent would be responsible for Risk Policy & Risk management for multiple partnerships/own sourcing products under Digital lending vertical of the company Key Roles & Responsibilities Design, develop, and implement robust risk policies for digital lending programs, including direct sourcing via digital channels and fintech-led acquisition models; ensure alignment of policy with the company's risk appetite and regulatory guidelines Conduct comprehensive risk assessments for portfolios under management, identifying potential risks and opportunities to enhance risk-adjusted returns; Develop and implement risk mitigation strategies and action plans to address identified risks Support new...

In this role, you will be responsible for Risk Policy & Risk management for multiple partnerships/own sourcing products under Digital lending vertical of the company. Your key roles and responsibilities will include: - Designing, developing, and implementing robust risk policies for digital lending programs - Conducting comprehensive risk assessments for portfolios under management - Developing and implementing risk mitigation strategies and action plans - Supporting new Partnership and program launches in Digital lending space - Overseeing credit risk management activities, including credit scoring and underwriting standards - Ensuring adherence to internal risk governance standards - Remai...

Role & responsibilities Tracking portfolio health & quality Review portfolio for early warning signs Handle MIS of Portfolio Daily running of the portfolio monitoring reports Collect and arrange documents of new and existing portfolio companies Monitor borrowers for identification of missing monthly installments and compile reports to facilitate follow ups with the district managers Check all round compliance adherence requirements relating to the portfolio Monitor and control pre delinquency requirements of the portfolio to ensure quality of the loan book is maintained Monitor covenants to ensure their adherence and also ensure there are no defaults Monitor the submission of periodic financ...

Risk:Credit Risk-II Team INTERNAL USAGE: No. of Vacancies: Reports to: Is a Team leader N Team Size: Grade: M-AVP Business: Corporate Center Department: Risk Sub - Department: - Location: CO About Risk The Risk department ensures that the Banks risk is managed through a risk management architecture as well as through policies and processes approved by the Board of Directors encompassing independent identification, measurement and management of risks across the various businesses of the Bank. The Risk department of the Bank strives to proactively anticipate vulnerabilities at the transaction as well as at the portfolio level, through quantitative or qualitative examination of the embedded ris...

detailed credit analysis of potential borrowers, including assessment of financial statements Portfolio Monitoring Monitoring for Financial Ratio Completeness: troubleshooting and investigation Analyzing cash flow models. Credit Analysis Required Candidate profile Minimum 4 years experience in investment management including Credit Research Strong analytical and problem-solving skills, with proficiency in financial modeling and valuation.

As a Share Market Analyst in the Research & Analytics department, you will be responsible for conducting technical and fundamental analysis of companies and market trends. Your key responsibilities will include: - Conducting technical analysis using charts, indicators, patterns, and price movements. - Performing fundamental analysis of companies, financial statements, balance sheets, and earnings reports. - Tracking daily market trends, global cues, and economic indicators affecting stock prices. - Preparing research reports, stock recommendations, and investment insights. - Monitoring portfolio performance, sector trends, and risk factors. - Working closely with the trading team to provide ...

Role Overview: You will be responsible for delivering comprehensive analytical support across private market investments and fixed income strategies. Your role will involve contributing to the evaluation of investment opportunities, assessment of financial performance, and development of insights to support informed portfolio decisions. By combining deep financial analysis, rigorous market research, and structured reporting, you will assist investment teams in identifying attractive deals, understanding market risks, and optimizing long-term returns. Key Responsibilities: - Analyzing private equity opportunities through detailed company assessments, industry research, and evaluation of compe...

As a Portfolio Implementation Support Analyst at AQR Capital Management, you will have the opportunity to work at the intersection of financial theory and practical application. AQR is dedicated to delivering long-term results by identifying key factors and developing innovative strategies. Your role will involve supporting the Portfolio Implementation team in managing global asset allocation and stock selection portfolios effectively. Here are the key responsibilities you will be expected to handle: - **Portfolio Operations**: - Monitor daily portfolio management workflows and address any discrepancies or issues. - Assist in onboarding new accounts, funds, and strategies by managing operati...

You are seeking a Fund Manager with a minimum of 3 years of investment experience to drive deal sourcing, diligence, and portfolio operations within the PE/VC fund. - Source, evaluate, and structure investments. - Conduct due diligence and prepare investment memos. - Manage portfolio monitoring and performance reporting. - Support fund operations, accounting, and LP communications. - Coordinate with external administrators and vendors. - Mentor junior team members. Requirements: - Bachelors degree; MBA/CFA/CA preferred. - At least 3 years in PE, VC, IB, or M&A. - Strong modeling and analytical skills. - Familiarity with fund operations and accounting. - Excellent communication and collaborat...

Role & responsibilities : 1. Provide insights, perform trend and variance analyses across the product suite and across functions (acquisitions, cross-sell, customer service and collections) 2. Assist stakeholders in performing data pulls, basic data manipulations to derive operational insights 3. Identify key reporting or MIS gaps, recurring requests from stakeholders and work with the Tableau team to dashboard them 4. Export product-specific and function-specific requests to other products and functions, as required 5. Act as the bridge between the business teams and the D&A modelling teams provide timely inputs, insights to improve the sharpness of ML models as well as as model usage. 6. M...

Role Summary- This role is designed to help us grow our Trade Finance, Bullion, Foreign Exchange Services and Supply Chain business grow multifold in the next few years. He/She will be building and scaling up digital analytics, business planning and organizational capabilities to help acquire and retain high quality customers an offer them a superior banking experience. Portfolio monitoring & Strategy Monthly PSM/TL/RBL level dashboard covering all revenue / book parameters. Fortnightly Pipeline call for tracking the deals. To be tracked on a daily basis for Quarter end fortnight, and on a daily basis for Month end week. Budget allocation and monitoring across the sales / Product team. Trade...

Role Name - RM Department Location Reporting Relationship Position Grade Evaluation of annual reports, business, fixed assets of the underlying loans being purchased Due Diligence of facility documents and litigation documents Portfolio monitoring. Coordination amongst various teams - internal legal, internal operations team, external lawyers, valuers etc. CA having 3-5 years of experience, preferably from Banks/large NBFCs/ large ARCs who have worked in distressed loans Good communication & inter-personal skills Hard worker & team player

As a Collections Manager at CreditMitra, your role involves managing and recovering overdue and non-performing personal loan accounts. You will engage with guarantors or family members, monitor allocated loan portfolios, and track follow-ups and resolutions in the internal system. Classifying delinquent accounts into buckets and prioritizing actions accordingly will be key responsibilities. Key Responsibilities: - Manage and recover overdue and non-performing personal loan accounts. - Engage with guarantors or family members when necessary for facilitating recoveries. - Monitor allocated loan portfolio, track follow-ups, and resolutions in the internal system. - Classify delinquent accounts ...

Role Overview: As a Product Manager for Personal Loan at the Retail Banking division, your main responsibility will be to drive value propositions for the Personal Loan lending business. You will be executing strategies to expand existing products, channels, segments, and customer base in a cost-efficient and technology-effective manner. Your role will involve managing teams, systems, processes, and culture conducive to scalability while ensuring consistent delivery. Collaboration with various teams within the organization, such as Product Head, Operations, Sales, IT, Credit, and BIU, will be essential for success. Your ultimate goal will be to provide a seamless and fulfilling customer expe...

Key Responsibilities Monitor UPI transactions, dashboards, alerts, and risk signals in real time across rotational shifts. Identify anomalies such as velocity spikes, abnormal TPV surges, repeated failures, or merchant-specific irregularities. Triage issues swiftly and escalate to the Risk Manager / Engineering teams as per the defined playbook. Run quick data checks during live events to validate or reject fraud hypotheses. Document confirmed incidents, fraud patterns, and typologies with clear tagging. Support merchant onboarding checks and participate in periodic monitoring calls. Maintain accurate logs of alerts, responses, and resolutions to support RCA. Own SLAs for response time and a...

**Role Overview:** As the Lead Product Owner for Allvue's Portfolio Monitoring (PM) solution, you will be responsible for owning the product backlog and driving the development and integration of capabilities that enable General Partners (GPs) to collect, analyze, and report on the operational and financial performance of their portfolio companies (PortCos). This role involves working with Allvue's market-leading Credit Front Office and Equity Back Office solutions to provide GPs with trusted, timely, and actionable insights. Your responsibilities will include facilitating communication, collection, storage, and dissemination of key performance, financial, and operational data across interna...

An Associate Manager for Gold Loan Operations isresponsible for the day-to-day management of a branch's gold loan business, including ensuring smooth customer service, managing operations, and meeting sales targets. Key duties include processing loans, verifying gold assets, managing operational errors and fraud prevention, and driving new customer acquisition through sales strategies and relationship management. Core responsibilities Core responsibilities for an Associate Manager in Gold Loan Operations include customer and sales management, operations and risk management, and portfolio and compliance. Customer and sales management: This involves providing excellent customer service, resolv...

An Associate Manager for Gold Loan Operations isresponsible for the day-to-day management of a branch's gold loan business, including ensuring smooth customer service, managing operations, and meeting sales targets. Key duties include processing loans, verifying gold assets, managing operational errors and fraud prevention, and driving new customer acquisition through sales strategies and relationship management. Core responsibilities Core responsibilities for an Associate Manager in Gold Loan Operations include customer and sales management, operations and risk management, and portfolio and compliance. Customer and sales management: This involves providing excellent customer service, resolv...

An Associate Manager for Gold Loan Operations isresponsible for the day-to-day management of a branch's gold loan business, including ensuring smooth customer service, managing operations, and meeting sales targets. Key duties include processing loans, verifying gold assets, managing operational errors and fraud prevention, and driving new customer acquisition through sales strategies and relationship management. Core responsibilities Core responsibilities for an Associate Manager in Gold Loan Operations include customer and sales management, operations and risk management, and portfolio and compliance. Customer and sales management: This involves providing excellent customer service, resolv...