366 Portfolio Monitoring Jobs - Page 4

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 ...

Quality of Credit Underwriting Portfolio Performance w.r.t. delinquencies, deferrals, Annual reviews/ renewals etc Portfolio Monitoring To develop good market intelligence through regular interactions with competitors, key business groups, CA firms, etc To raise early warning signals for exit of stress accounts and take due measures for timely exit. To ensure minimal audit queries including RBI and statutory audits and resolve the same within prescribed timelines.

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...

Key Objective of the Job: To drive the collection process of receivables across multiple sources thereby reducing the total outstanding and the associated average number of days while continuing to make efforts to keep the client partnership intact. Major Deliverables: Correspond with multiple sources to negotiate payment schedules that suit the customer's current financial situation while still satisfying the debt. Keep track of the portfolio for specific buckets for the assigned area and control the delinquency of the area, bucket-wise & DPD wise as well as focus on non-starters. Provide efficient customer service regarding collection issues, process customer refunds, process, and review a...

To underwrite mortgage business and manage the portfolio in assigned branch/location Core Responsibilities: 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 honour 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 an...

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 ...

Review and evaluate complex loan applications within defined credit guidelines and take decisions or recommend cases to higher authorities as required. Underwrite proposals in line with approved policies and procedures to meet SLAs and support city/area business volume targets. Conduct personal discussions with applicants to determine creditworthiness and ensure thorough completion of KYC, income documents, and verification processes including telephonic, field, and collateral checks. Assess financial parameters such as income-to-obligation ratios, loan-to-value ratios, and other key credit metrics, with a clear understanding of their long-term impact on loan performance. Maintain and update...

Drive sales and ensure achievement of business targets for the assigned Hyderabad area through channel-based sourcing. Develop, manage, and strengthen relationships with DSAs, connectors, and channel partners to generate a steady pipeline for Loan Against Property products. Implement area-level sales strategies to expand market reach, increase business volumes, and improve sourcing quality. Conduct regular channel partner reviews to track performance, address gaps, and support partner productivity enhancement. Coordinate with credit, operations, and technical teams to ensure smooth application processing, quick turnaround, and seamless disbursement. Monitor portfolio quality by ensuring high...

As a Risk Lead in the Retail Business Risk department, your primary responsibility will be to create policies for multiple products and monitor the portfolio sourced. Your key roles and responsibilities will include: - Evaluating product programs and policies in alignment with regulatory guidelines and establishing strong controls to mitigate risks across various areas such as onboarding, credit, operations, fraud, and reputation. - Monitoring portfolio delinquencies at a detailed level to identify delinquent segments, locations, and profiles. - Ensuring adherence to the bank's guidelines. - Implementing technological solutions like scorecards, digital journeys, and automation to enhance pro...

As a Credit Analyst in Wholesale Banking Risk, your role will involve making credit appraisals of corporate borrowers from an asset lending perspective. You will be responsible for recommending new and existing relationships for approval, as well as interacting and coordinating with internal stakeholders such as legal, compliance, trade, internal audit, and product teams, along with external stakeholders like Banks and Rating Agencies. It will be essential for you to keep the unit informed about current industry updates, peer group updates, and competition updates. Your key responsibilities will include: - Appraising and evaluating clients" creditworthiness for onboarding asset relationships...

As a Credit Underwriting Manager, your role will involve developing and managing a comprehensive credit underwriting framework that aligns with business goals, regulatory requirements, and market conditions. You will actively oversee credit risk identification, assessment, and mitigation strategies across credit, operational, and compliance risks. Your responsibilities will include: - Developing a deep understanding of each business partner's sourcing, collections, credit underwriting parameters, policies, and practices. - Managing risk for the retail and wholesale portfolio. - Managing organization-level credit underwriting/risk policies and procedures, including underwriting standards, ris...

Role Overview: You will be part of the Portfolio Implementation team at AQR Capital Management, supporting the construction, optimization, and management of global asset allocation and stock selection portfolios. Your role will involve collaborating with Portfolio Implementation specialists to ensure effective portfolio management operations and infrastructure. Key Responsibilities: - Monitor daily portfolio management workflows, identifying and addressing any discrepancies or issues - Assist in onboarding new accounts, funds, and strategies by managing operational setup and testing - Analyze portfolio characteristics and attribute performance drivers - Enhance portfolio implementation analy...

Job description: FineMake Designs Pvt. Ltd. is seeking a talented and creative Interior Designer to join our team. As an Interior Designer, you will be responsible for understanding customer requirements, conceptualizing and sketching design plans, and ensuring smooth project completion by coordinating with internal departments. The ideal candidate will possess excellent communication and presentation skills, along with proficiency in Google Sketchup for designing customized products such as wardrobes, modular kitchens, TV units, etc. Practical knowledge of addressing design and technical queries, along with an understanding of cost considerations, is crucial for success in this role. Additi...

Private Credit Manager: Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East,...

We are looking for a skilled Credit Manager to join our team at Courtyard by Marriott, with 3-5 years of experience in the field. Roles and Responsibility Manage credit operations, including credit approval, risk assessment, and portfolio monitoring. Develop and implement effective credit policies and procedures to minimize risk and maximize revenue. Collaborate with cross-functional teams to identify and mitigate potential credit risks. Analyze financial data and market trends to inform credit decisions and optimize business outcomes. Provide exceptional customer service and support to clients and stakeholders. Ensure compliance with regulatory requirements and industry standards. Job Requi...

Responsibilities The Senior Associate will play a key role in data management, analytics, and portfolio monitoring for ABF investments. The position will focus on managing investment-related data, building reporting processes, and supporting decision-making for the ABF team. Responsibilities include: Supporting the review of borrower reporting, funding requests, and borrowing base calculations. Assisting in the design, testing, and enhancement of data analytics models and reporting tools (with guidance from Oaktrees Information Solutions teams). Collecting, organizing, and validating data related to ABF investments to support portfolio monitoring, client reporting, and diligence requests. Pr...

About Bharat Banking The increasing income diversification, evolution of the tech stack, various government schemes to improve livelihoods, and integrating the country via roads and the internet have provided strong tailwinds to the rural and semi urban (RUSU) or Bharat markets. To better capitalize on the growth runway and open the world of possibilities for the Bharat customer, the bank has set up a separate Bharat Bank vertical. It is an amalgamation of products and geography, handling certain core products across the country and all the products in the RUSU branches. The objective is to accelerate the growth journey by expanding distribution reach via branches, partnerships, and digital ...

As an Investment Analyst at our financial firm in Jaipur, your role will be crucial in conducting thorough financial research, analyzing investment opportunities, and providing insightful recommendations to support informed investment decisions. You will collaborate with various teams to evaluate potential investments across different asset classes. **Key Responsibilities:** - **Financial Analysis:** Conduct comprehensive financial analysis of companies, industries, and market trends to identify potential investment opportunities and risks. - **Valuation:** Utilize various methods like discounted cash flow (DCF), comparable company analysis, and precedent transactions to estimate the intrins...

As a Stock Market Account Management Intern, you will be joining our team to assist in managing client stock market accounts under supervision. Your daily tasks will include monitoring portfolio performance, recording transactions accurately, updating reports, and ensuring trades are executed correctly. This role offers hands-on learning experience in real-world account management for individuals interested in financial markets and trading operations. Key Responsibilities: - Assist in managing client stock market accounts with guidance. - Monitor daily portfolio performance and trading activities. - Record buy/sell transactions accurately in reports or dashboards. - Prepare and maintain port...

Role & responsibilities Analyze PE Funds performance by going through fund literature such as quarterly/financial reports Capturing fund valuation data such as investment cost, realized / unrealized value, gross / net multiple, gross / net IRR and financial KPIs such as revenue, EBITDA, net debt etc. Tracking the performance of operational KPIs and operational updates on quarterly basis Can lead the team of 2-3 analyst and associates Creating / updating fund track record and reconciling the data using cash flow notices Preparing initial reviews or memorandums for new PE fund/co-investment opportunities Calculating fund multiples and IRRs using cash flows and performing various fund analytics...

Purpose of the role This role will work closely with Corporate & Institutional Banking (C&IB) Client Coverage bankers, CME, Markets and Products teams, as well as Legal, Treasury, Credit Risk and operations with the aim of driving business growth and efficiently delivering an excellent experience for customers. The position offers the successful candidate an opportunity to develop their analytical and structuring skills, as well as client relationship management skills, and to play a key role in driving superior client outcomes and delivering world class client relationships. Key Accountabilities- Support portfolio maintenance activities including portfolio administration, monitoring of faci...

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.

KEY ROLES & RESPONSIBILITIES The role comprises working on credit risk assessment of corporate entities spread across multiple sectors and regions. Preparing opinion based credit reports and financial models based on fundamental analysis for a set of assigned credits/companies The credit assessment process requires the following: Undertaking research and analysis of an entity through thorough assessment of its credit strengths and weakness and weighing its business and financial risk profile. Understanding the potential for sovereign support or parent support which would need to be factored into the credit assessments. Preparing a detailed credit assessment report and elaborately discuss the...

Urgent Requirement for Portfolio Analyst Job Description Key Responsibilities: Manage Portfolios: Take ownership of managing and supporting a portfolio of 4-6 companies, depending on your aptitude and performance. Analyze Data: Collect, analyze, and interpret complex datasets to inform strategic decisions and enhance the performance of portfolio companies. Develop Strategies: Work closely with portfolio companies to develop and implement growth strategies, ensuring they are well-positioned for success. Support Fundraising: Play a key role in preparing portfolio companies for future fundraising efforts and create pitchbooks to pitch equity and debt investors for financing. Communicate Insight...