253 Portfolio Monitoring Jobs - Page 3

Job Title: Regional Portfolio Manager Collections Location: Udaipur, Chennai & Jaipur| Employment Type: On-roll Key Responsibilities: Lead and manage regional collections team across all buckets. Recruit, train, and monitor team (ACM/RCM/CM/CO etc.). Drive recovery in Skip, NIP, and Legal cases. Ensure timely DCR submission (self + team). Maintain compliance and accurate documentation. Coordinate with legal, ops, and external agencies. Achieve recovery targets and improve portfolio quality. Requirements: Graduate with 3+ years in collections. Strong team leadership & recovery skills. Knowledge of collections laws, MIS, and legal process. Good communication, reporting, and field coordination....

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.

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We're looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you're collaborat...

As a Senior Management - Risk Management at Siemens Financial Services Pvt Ltd, your role involves performing high-quality and timely credit underwriting for new business transactions of Small, Mid, and Large Corporates within delegated authority levels. This includes assessing levels of risk and appropriate returns, preparing credit reports, ensuring compliance with risk policies, and supporting the sales team in transaction closures. Additionally, you will be responsible for presenting proposals to approval authorities, monitoring portfolios, conducting portfolio reviews, and maintaining records for audit and regulatory requirements. You will also collaborate with sales and other members o...

Job Purpose The individual will play a key role in supporting its Private Equity and fund of funds client. The professional will be closely working as an extended team member for the client and will assist them on portfolio monitoring and investor reporting services. This opportunity is ideal for private equity / iLevel professionals interested in working with leading global private equity funds and asset management companies. The role provides good exposure to various aspects of the private equity and portfolio monitoring & reporting. Key Responsibilities Analyze PE Funds performance by going through fund literature such as quarterly/financial reports Capturing fund valuation data such as i...

Job Description As an Analyst-Hindsighting in the Business Banking Group, your primary responsibility will be to formulate and implement Industrial Equipment/Medical Equipment policies while closely collaborating with various teams within the BBG Business team. Your role will involve regular monitoring of the portfolio from a credit risk perspective. Key Responsibilities: - Implement Industrial Equipment/Medical Equipment policy effectively - Conduct revisions in policies based on extensive market research and benchmarking - Ensure adherence to governance and control framework - Focus on reducing Risk Related costs - Identify portfolio trends and generate portfolio level MIS - Monitor Early ...

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) in alignment with internal risk policies. You will need strong TVR skills, in-depth risk analysis experience, and a solid understanding of property evaluation and business financials to ensure credit quality while supporting business growth. **Key Responsibilities:** - Evaluate credit proposals for HL, LAP & IL from multiple branches, ensuring alignment with internal risk policies. - Review tele-verification...

As a Credit Analyst at a full-scale B2B E-commerce platform revolutionizing the construction industry's supply chain in India, your role will involve the following key responsibilities: - Utilize credit scoring models and risk assessment tools to evaluate credit risk and recommend appropriate credit limits and terms. - Conduct comprehensive financial analyses, including cash flow analysis, ratio analysis, and trend analysis, to assess the financial health and stability of buyers. - Identify potential credit risks and red flags, highlighting areas of concern and recommending mitigating actions to the Lead Underwriter. - Ensure accuracy and completeness of credit documentation, credit reports,...

Role Overview: As a Relationship Manager Asset in the SME segment within IBG 4 at the bank, your main responsibility is to acquire and manage a diversified portfolio that generates revenue from various sources like assets, trade, cash, treasury, and fees. You are expected to adhere to the lending guidelines set by the bank while ensuring a healthy income with acceptable risks. Key Responsibilities: - Source new asset relationships within the IBG 4 segment, adhering to the bank's lending policy and targeting a turnover of up to 100 Crore - Maintain a good Net Interest Income and fee generation across the portfolio, while actively cross-selling trade, liabilities, cash, and treasury products -...

As a Relationship Manager in the Corporate and Investment Banking division of DBS, your primary role is to acquire and develop a well-diversified portfolio within the IBG 4 segment. This portfolio should generate revenue from various sources such as assets, trade, cash, treasury, and fees while maintaining an acceptable risk level for the bank. Your responsibilities include adhering to lending guidelines set by the bank and delivering results in line with these standards. 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 Lending Policy. - Drive Net Interes...

Role Overview: Planify Capital is a fast-growing fintech firm specializing in unlisted shares, pre-IPO investments, and alternative investment products. We connect investors with promising private companies and help them tap into early-stage equity opportunities before they list on the stock exchange. We are seeking a highly motivated and knowledgeable Private Equity Advisor to join our investment team. The ideal candidate will be responsible for identifying, evaluating, and advising clients on private equity investment opportunities. You will work closely with HNIs, family offices, and institutional investors to structure deals, manage portfolios, and support capital deployment strategies. ...

As a Risk Management Professional, your role will involve developing and implementing strategies to manage relationships with clients whose accounts are classified as NPLs. You will work closely with NPL clients to understand their financial situation, negotiate restructuring or settlement options, and minimize the overall loss to the Bank. In addition, you will coordinate and facilitate audits and inspections for NPL accounts, ensuring compliance with regulatory requirements and internal policies during audits. Your responsibilities will also include preparing regulatory and internal MIS submissions related to NPL accounts for external and internal stakeholders. Key Responsibilities: - Regu...

Prepare comprehensive Credit Appraisal Memorandums (CAMs) for NBFC lending, including in-depth analysis of the promoter profile, business model, market positioning, and operational strengths. Conduct detailed financial analysis of clients, including Profit & Loss statements, Balance Sheets, Cash Flow statements, and computation of key financial ratios to support informed credit decisions. Undertake underwriting and due diligence processes, evaluating asset quality, liquidity, and overall risk profile, ensuring alignment with statutory guidelines and internal risk policies. Monitor the NBFC & Real Estate sector for emerging industry trends, regulatory changes, and macroeconomic developments t...

Roles and Responsibility Drafting and Implementing Credit Policies & new amendments, transitioning from product-centric to customer-centric approach Designing common co-origination policy for co-lending partners to decongest the process Analyzing portfolio performance, monthly acquisition trends, quick mortality analysis and trigger monitoring; opening doors for best customer segments to provide better credit eligibility offerings Investigating & submitting critical findings of delinquent cases and recommended mitigations for strengthening of policy norms Identifying areas of improvement in existing policies with a view to increase better business. Creating, Implementing and maintaining BRE ...

Role Overview: As a Product Lead at Capup Financial Services Private Limited, located in Bengaluru with some work-from-home flexibility, you will be responsible for managing the entire lifecycle of financial products. Your role will include conducting market research, overseeing product development, implementing strategies, and continuously improving offerings. Collaboration with various teams will be crucial in delivering tailored credit solutions and enhancing customer satisfaction. Key Responsibilities: - Manage the design and scaling of lending solutions specifically for NBFC clients. - Collaborate with cross-functional teams (risk, credit, compliance, operations) for strategic planning ...

Role Overview: As a Manager in Corporate Finance, your role will involve leading and overseeing various corporate finance activities such as budgeting, forecasting, and financial planning. You will be responsible for managing investor reporting to ensure accuracy, timeliness, and compliance with investor requirements. Additionally, you will develop and maintain financial models to support fundraising, portfolio monitoring, and strategic decision-making. Providing strategic support to senior leadership on capital allocation, M&A opportunities, and business expansion plans will also be part of your responsibilities. Moreover, you will oversee and mentor the finance team to drive efficiency, ac...

Godrej Capital is a subsidiary of Godrej Industries and is the holding company for Godrej Housing finance & Godrej Finance. With a digital-first approach and a keen focus on customer-centric product innovation, Godrej Capital offers Home Loans, Loan Against Property, Property Loans, Business Loans and is positioned to diversify into other customer segments and launch new products. The company is focused on building a long-term, sustainable retail financial services business in India, anchored by Godrej Group's 125+year legacy of trust and excellence. Godrej Capital has a special focus on learning and capability development across its employee base and is committed to diversity, equity, and i...

Key Responsibilities Delivery • Lead the broader Investment Compliance Operations team in India, providing management oversight and support to the team in India. • Provide hands-on oversight and guidance to the team in ensuring that all applicable regulatory and/or IMA restrictions and guidelines, applicable to various FIL managed portfolios, are accurately set-up in the Portfolio Compliance Monitoring system. • Evaluate investment restrictions for compliance testing and provide expert level guidance and support to the team members on end of day testing and related queries. • Develop and maintain effective management information, KPIs and reporting metrices for the GIC function. • Work close...

Role Overview: 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. Key Responsibilities: - Lead the formulation, ...

Job Requirements Role/ Job Title: Analyst-Industry Research Function/ Department: Wholesale Banking Risk Job Purpose The candidate shall make credit appraisal of corporate borrowers from asset lending perspective and recommend new as well as existing relationships for approval. Role shall also involve portfolio monitoring interacting and coordinating with the business units, Internal stakeholders (legal/compliance/trade/internal audit/product team) and external Stakeholders (Banks / Rating Agencies) for existing and prospective relationships. Keeping the unit abreast of the current industry updates, Peer group update and competition updates. Roles & Responsibilities Facilitate regular asset ...

Role Overview: 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, and 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. Additionally, you will be responsible for portfolio monitoring, which involves regularly interacting with customers in the portfolio for credit-related issues, monitoring the underlying portfolio through tracking of PAR/MFIN da...

Risk Manager Department Kotak Mahindra Bank Ltd - Consumer Durables Location Mumbai - HO Number of Positions One Reporting Relationship Reporting to Business Head - Consumer Durables Business Position Grade M7-M8 Risk management & Portfolio monitoring for Consumer durable loans. Managing Risk containment unit for Consumer businesses Portfolio monitoring and continuous review of Consumer durable, Digital Business finance, Life style business, Personal loan cross sell Improving controllership by way of building strong system Building and automating credit approval engine Support launch of new products with policy & system build and implementation Formulating Risk policy & support to launch Dig...

Role Overview: As a Credit Manager for Working Capital Finance, you will be responsible for managing a team of Credit Managers and underwriting proposals for both Fund and Non Fund based Working Capital Finance. Your role will involve making decisions within defined TAT, visiting customers for personal discussions, structuring deals, and ensuring the required portfolio quality is maintained by studying monitoring reports. Key Responsibilities: - Manage a team of Credit Managers - Underwrite and make proposals for Working Capital Finance - Visit customers for personal discussions and deal structuring - Study monitoring reports and maintain portfolio quality - Evaluate proposals for Home Loans...

As a Fund Manager at our PE/VC fund, your role will involve driving deal sourcing, diligence, and portfolio operations. Your key responsibilities will include: - Sourcing, evaluating, and structuring investments. - Conducting due diligence and preparing investment memos. - Managing portfolio monitoring and performance reporting. - Supporting fund operations, accounting, and LP communications. - Coordinating with external administrators and vendors. - Mentoring junior team members. To qualify for this role, you should meet the following requirements: - Bachelors degree; MBA/CFA/CA preferred. - At least 3 years of experience in PE, VC, IB, or M&A. - Strong modelling and analytical skills. - Fa...

As a Credit Risk Manager in the Risk Management Group at our company, you will play a crucial role in managing the bank's risk exposure while maximizing returns within an acceptable risk profile. You will work closely with origination teams to provide financing, investments, and hedging opportunities to customers. Your main responsibilities will include: **Key Responsibilities:** - Underwriting files according to policy, processes, and controls for CLAP business - Recommending/approving credit applications in line with agreed workflows and policies, considering all significant risks - Monitoring delinquency levels and ensuring timely follow-up to regularize overdues - Having sound knowledge ...