365 Portfolio Monitoring Jobs - Page 3

**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...

Role Overview: As a Relationship Manager Asset in the SME segment within IBG 4 at the bank, your main responsibility is to acquire and develop a diversified portfolio. This portfolio should generate revenue from various sources like assets, trade, cash, treasury, and fees while maintaining an acceptable risk level. Your role involves following lending guidelines set by the bank to achieve these results effectively. Key Responsibilities: - Source New to Bank Asset relationships within IBG 4 Segment up to T/O of 100 Crore, aligned with Bank Lending Policy - Ensure a good Net Interest Income and fee across the portfolio through Cross-Selling of Trade, Liabilities, Cash, Treasury, Fee, etc. - Co...

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 BRM, you will manage to grow client portfolios by acquiring new customers and deepening existing relationships. Drive business growth through cross-selling banking products, ensure excellent service, and comply with regulations. Required Candidate profile Candidate should have 3–7Yrs banking exp, IRDAorAMFI certified, strong communication and sales skills, deep banking product knowledge, customer focus, ability to meet targets, and work in teams.

We are seeking self-motivated and analytically driven professionals to join our Risk Analytics team. The ideal candidate to have a strong background in Credit Risk or Portfolio Risk Management , with the ability to derive actionable insights through robust data analysis. You will work closely with cross-functional teams and contribute toward maintaining and improving portfolio quality across lending products. Key Responsibilities Develop insights and recommendations to support business decisions and risk mitigation strategies Contribute to Expected Credit Loss (ECL) modeling, loss forecasting, and stress testing exercises Evaluate Early Warning Signal (EWS) frameworks using internal and exte...

A Credit Analyst for Business Banking job description involvesanalyzing financial datato assess the creditworthiness of business clients, preparing detailed credit proposals, andmaking recommendationson loan applications. Key responsibilities include performing financial and ratio analysis, managing risk by monitoring client financial health, and presenting findings to sanctioning committees. The role requires strong analytical skills and knowledge of financial statements, regulations, and bank lending policies. Key responsibilities Financial analysis: Conduct in-depth financial statement analysis, ratio analysis, and credit appraisal for business clients. Risk management: Monitor economic a...

A Credit Analyst for Business Banking job description involvesanalyzing financial datato assess the creditworthiness of business clients, preparing detailed credit proposals, andmaking recommendationson loan applications. Key responsibilities include performing financial and ratio analysis, managing risk by monitoring client financial health, and presenting findings to sanctioning committees. The role requires strong analytical skills and knowledge of financial statements, regulations, and bank lending policies. Key responsibilities Financial analysis: Conduct in-depth financial statement analysis, ratio analysis, and credit appraisal for business clients. Risk management: Monitor economic a...

A Zonal Head - Business Banking job description includesdriving regional business growth, managing a team of relationship managers, and overseeing the portfolio to achieve revenue targets while ensuring client satisfaction and regulatory compliance. Key responsibilities involve developing and executing regional strategies, identifying new business opportunities, building client relationships, and managing a team to achieve performance goals, including revenue growth and asset/liability targets. Key responsibilities Business and revenue growth: Drive regional revenue and profitability by expanding the mid-corporate/business client base and increasing wallet share. Strategy and planning: Trans...

A Portfolio Manager in Business Bankingmanages a portfolio of business clients, focusing on client relationship management, portfolio health, and strategic growth. Key responsibilities include driving business banking parameters like new accounts and product activation, ensuring portfolio health through risk monitoring and loan servicing, and identifying opportunities for cross-selling and deepening client relationships. This role requires strong analytical, risk management, and sales skills, a deep understanding of business banking products, and the ability to meet business targets. Key responsibilities Client relationship management: Maintain and grow relationships with a portfolio of busi...

All Images News Videos Short videos Shopping More Tools AI Overview A Portfolio Officer in agribusiness is typicallyresponsible for managing and growing a portfolio of agricultural clients by offering financial products like loans, and ensuring the health and performance of that portfolio. Key duties include client relationship management, credit and legal evaluation, risk monitoring, cross-selling other products, and supporting business growth targets. Key responsibilities Client and portfolio management : Build and deepen relationships with clients, monitor accounts for delinquencies, and ensure portfolio hygiene. Business development : Source new clients, cross-sell liability and third-pa...

A Relationship Manager for Agri Business isresponsible for managing and growing a portfolio of clients in the agriculture sector by acquiring new relationships, managing existing ones, and cross-selling financial products like working capital loans and term loans. Key duties include understanding client needs, assessing credit and legal requirements, ensuring portfolio quality, monitoring accounts, and liaising with internal teams to provide high standards of service. Key responsibilities Client acquisition and relationship management: Source new clients, including farmers and agri-entrepreneurs, and manage and deepen relationships with existing ones to increase business volume. Product mana...

You will be responsible for monitoring the portfolio on an ongoing basis and ensuring strict adherence to the Credit Monitoring Policy. Your key responsibilities will include: - Regular monitoring of the portfolio - Conducting Credit Monitoring Committee Meetings - Reporting actionable items to various authorities - Constant monitoring of events related to borrower accounts - Annual Review of Accounts - Appointments and maintenance of Vendors such as Lenders Independent engineer, Lenders Legal counsel, and Lenders insurance consultant - Identification of stress accounts and recommendation of appropriate actions - Handling restructuring of accounts - Portfolio modeling and analysis - Covenant...

Role & responsibilities Post-investment monitoring of portfolio companies for the Chennai Region, including financial & operational performance, preparation of periodic reports for internal & external use, other support required for portfolio management . Analysis of the Financial and Technical reports o Identify stress and assist in formulating and implementing resolution plans . Updating cash flow models based on in-depth understanding of business fundamentals. Conducting industry research . Preparing reports/MIS/presentation on transactions and industry trends on a regular basis. Co-ordinating with the developer on project progress/ MIS . Analysing the sources and application of funds to ...

Responsibilities: * Oversee financial operations: documentation, compliance, credit management, administration, portfolio monitoring, data management & reconciliation, Investor & Regulatory Reporting , Risk & Control , KYC management

To ensure the achievement of disbursement targets with minimum delinquency IdentifyingJoint liability Groups & disbursed loans, to suit the target customers and geographies. Enabling business growth by developing and managing a teams across assigned territories for deeper market penetration and reach. Assess potential client base and product acceptability in new regions, areas & opportunities for geographical expansion of operational areas. Disbursement, repayment and delinquency management, achieving daily / weekly collections targets Makes a close follow up of the disbursed loans, especially of the ones not paying on time. Undertake regular field visits, Centre Meeting and loan applicants ...

To ensure the achievement of disbursement targets with minimum delinquency IdentifyingJoint liability Groups & disbursed loans, to suit the target customers and geographies. Enabling business growth by developing and managing a teams across assigned territories for deeper market penetration and reach. Assess potential client base and product acceptability in new regions, areas & opportunities for geographical expansion of operational areas. Disbursement, repayment and delinquency management, achieving daily / weekly collections targets Makes a close follow up of the disbursed loans, especially of the ones not paying on time. Undertake regular field visits, Centre Meeting and loan applicants ...

Role Overview: You will be joining Oaktree Asset-Backed Finance (ABF) as a Senior Associate, playing a crucial role in data management, analytics, and portfolio monitoring for ABF investments. Your main responsibilities will include managing investment-related data, developing reporting processes, and aiding decision-making for the ABF team. Key Responsibilities: - Support the review of borrower reporting, funding requests, and borrowing base calculations. - Assist in designing, testing, and enhancing data analytics models and reporting tools. - Collect, organize, and validate data related to ABF investments for portfolio monitoring, client reporting, and diligence requests. - Prepare and ma...

As a Senior Risk Manager-Credit Cards in the Retail Assets department of the Credit Cards - Policy at the HO, your role will involve the following responsibilities: - Formulating Credit Policy for Account Management - Defining and Monitoring key risk metrics - Conducting Portfolio monitoring and Reviews - Forecasting losses for individual products and monitoring them - Defining Portfolio intervention strategies based on delinquency and losses - Defining Portfolio Positive Interventions strategies like CLI/TLI, BT, PLCC, express cash and monitoring their performance In addition to the primary responsibilities, you will also be expected to: - Assist in launching revenue-generating and portfoli...

Review and assess a broad range of complex loan applications within defined guidelines and accordingly take decision or recommend for approval to higher authorities. Under write proposals as per the laid down policies & procedure to honor the agreed SLAs and manage city/area business volumes. Conduct personal discussion with customers to establish credit worthiness and ensure completion of credit/KYC documents and verification- telephonic, field & collateral visits. Assess income to obligation ratios, loan to value ratios, in depth knowledge of rational behind calculation of ratios and its impact on loan performance over long tenures. Maintain Portfolio MIS, Delinquency MIS and other operati...

To ensure the achievement of disbursement targets with minimum delinquency IdentifyingJoint liability Groups & disbursed loans, to suit the target customers and geographies. Enabling business growth by developing and managing a teams across assigned territories for deeper market penetration and reach. Assess potential client base and product acceptability in new regions, areas & opportunities for geographical expansion of operational areas. Disbursement, repayment and delinquency management, achieving daily / weekly collections targets Makes a close follow up of the disbursed loans, especially of the ones not paying on time. Undertake regular field visits, Centre Meeting and loan applicants ...

To ensure the achievement of disbursement targets with minimum delinquency IdentifyingJoint liability Groups & disbursed loans, to suit the target customers and geographies. Enabling business growth by developing and managing a teams across assigned territories for deeper market penetration and reach. Assess potential client base and product acceptability in new regions, areas & opportunities for geographical expansion of operational areas. Disbursement, repayment and delinquency management, achieving daily / weekly collections targets Makes a close follow up of the disbursed loans, especially of the ones not paying on time. Undertake regular field visits, Centre Meeting and loan applicants ...

To ensure the achievement of disbursement targets with minimum delinquency IdentifyingJoint liability Groups & disbursed loans, to suit the target customers and geographies. Enabling business growth by developing and managing a teams across assigned territories for deeper market penetration and reach. Assess potential client base and product acceptability in new regions, areas & opportunities for geographical expansion of operational areas. Disbursement, repayment and delinquency management, achieving daily / weekly collections targets Makes a close follow up of the disbursed loans, especially of the ones not paying on time. Undertake regular field visits, Centre Meeting and loan applicants ...