6 Portfolio Review Jobs

The position involves establishing broker relationships and consistently generating business in alignment with the budgeted product mix. You will be responsible for generating Commercial Lines Business from Brokers & Direct Clients, managing broker relations, handling direct clients, and maintaining quote sheets while updating conversion details. Additionally, you will be tasked with managing underwriting & servicing issues and addressing queries raised by Brokers/Corporate clients. You will be expected to conduct portfolio reviews, perform analysis, and present findings to clients, recommending covers for optimum risk management. The ideal candidate should possess a Bachelor's degree. About Us: At Liberty Mutual, our purpose is to help people embrace today and confidently pursue tomorrow. We foster an environment focused on openness, inclusion, trust, and respect. With a wide range of roles available, we strive to support your professional growth and turn your passion into a rewarding career. Liberty Mutual has been consistently recognized as a Great Place to Work by Great Place to Work US. We have also been honored as one of the 100 Best Places to Work in IT on IDG's Insider Pro and Computerworld's 2020 list. Forbes has named us one of America's Best Employers for Women, New Graduates, and Diversity. At Liberty Mutual, we value your hard work, integrity, and commitment to continuous improvement. We prioritize your well-being by offering benefits that support your life and health. Location: Delhi, DL, India.,

The role involves managing the collection portfolio performance of one or multiple dues stages by leading a team of Vendor Managers, Team Leaders, and Tele calling Agents. Your responsibilities include formulating strategies to improve performance in low-performing segments/markets and overseeing the implementation at vendor sites. You will guide vendors in developing competitive incentive plans to drive performance enhancement. Additionally, you will be responsible for reviewing the portfolio both qualitatively and quantitatively at different levels such as account, NRR, region, and channel to identify gaps, issues, and red flags. It is crucial to analyze the root causes of performance issues and collaborate with relevant teams to design effective solutions. You will also provide advisory inputs to the Strategy team regarding the quality of the overall portfolio or specific segments. Furthermore, you will collaborate with the Strategy and Dialer teams to create suitable call-service campaigns that align with the evolving needs of the portfolio. The ultimate goal is to ensure an overall enhancement in the portfolio performances through strategic planning and effective communication with cross-functional teams.,

The Product Manager- Gold loans in the Rural Assets department is responsible for reviewing various aspects related to Gold loans including Product Management, Process Management, Market dynamics, and P&L Management. Key Responsibilities include: - Developing market insights and identifying sector trends - Evaluating competitors and their offerings - Conducting product SWOT analysis and identifying opportunities - Reviewing portfolio performance and conducting post-launch audits - Analyzing product and portfolio performance - Refining pricing structures and adjusting marketing plans - Streamlining processes and digitalizing loan systems - Setting product pricing based on market research and costing - Providing sales support through training modules and coordination with support teams - Collaborating with stakeholders for product management - Maintaining MIS and product decks for periodic reviews - Ensuring maximum daily disbursal volumes through sales interactions The ideal candidate should have a Graduate degree in Science/Commerce with a preference for a Postgraduate degree in MBA (Marketing/Finance) from a reputed institute. Additionally, the candidate should have 5-10 years of experience in the banking, NBFC, or HFC industry.,

As a Relationship Manager in the financial services industry, you will leverage your expertise to understand clients" business objectives and challenges, providing strategic recommendations. Your role will involve building strong client relationships, analyzing data, and fostering partnerships to acquire and manage Equity, Currency, and Commodities trading accounts and investments. You will regularly review client portfolios to evaluate performance, balance investments, and optimize asset allocation. Monitoring market trends and economic developments will allow you to make timely adjustments to client portfolios. Compliance with regulatory requirements and internal policies is essential, ensuring all client interactions and investment recommendations are in line with industry standards. Market research and analysis are key aspects of your role, requiring you to stay informed about industry trends, economic indicators, and geopolitical events that could impact equity markets. Your data-driven insights will inform investment decisions and client recommendations. Collaboration with research analysts, portfolio managers, and other departments within the firm will enhance client service and satisfaction. Continuous learning and development are integral to this role, as you will need to stay updated on changes in financial markets, investment products, and regulatory requirements. Ongoing training and professional development will help you provide superior client service and support business growth effectively. Requirements for this position include a Bachelor's degree in Marketing or Finance, with an MBA being a plus, along with a minimum of 2 years of experience. You should have the ability to drive sales, acquire new clients/accounts, and meet or exceed targets. Excellent communication skills, both verbal and written, are essential for effective client interaction. Strong analytical skills will enable you to analyze market trends, client data, and financial statements to make informed decisions and recommendations. Proficiency in negotiation is also required to ensure mutual benefit for clients and the firm. Your responsibilities will include client relationship management, channel partner recruitment, investment advisory, and sales strategy development. Building strong relationships with clients, offering expert guidance on equity investments, and developing effective sales strategies will be key aspects of your role. The position offers a salary range of Rs. 3,00,000 - 7,50,000 per annum, with a full-time, permanent job type. You will be required to work 6 days per week, from 10:00 am to 7:00 pm, in Thane, Maharashtra, and the role involves in-person work.,

Graduate (any stream) with 36 years of total experience in credit functions, including 23+ years in credit approvals for consumer finance (LAP/Personal Loan/Mortgage/Auto/2W/CD) in NBFCs/Banks. Responsible for underwriting secured and hypothecated loans and ensuring adherence to credit policies and processes. Monitor and maintain loan portfolio quality and compliance with internal risk controls. Train and support CROs and branch teams in credit assessment and customer appraisal. Collaborate with Branch and Cluster Managers for portfolio review, risk mitigation, and loss control. Conduct regular training sessions and support collections monitoring. Excellent credit appraisal skills, decision-making balance, and adaptability required. Department: Credit & Risk | Reports to: Cluster Credit Manager Employment Type: Full Time, Permanent | Industry: NBFC/Banking

Serve as the primary point of contact for the clients, ensuring a seamless and enriching financial journey from onboarding through ongoing engagement Understand and articulate the full spectrum of services offered by 1 Finance to align client needs with appropriate solutions Lead the team in delivering prompt, accurate, and empathetic responses to client queries across personal finance advisory Work closely with advisors, product experts, and cross-functional teams to curate and coordinate customized financial solutions for each client Conduct team reviews to ensure alignment with the company s philosophy and the unique needs of each client Proactively engaged with clients to ensure execution of their personalized financial plans and behavioural nudges, while overseeing overall plan adherence Conduct regular reviews of client portfolios and ensure alignment with their evolving life goals and financial priorities Implement a concierge-style service culture rooted in trust, reliability, and expertise Track and analyze service performance metrics and client feedback to drive continuous improvements Ensure all communication and activities adhere to regulatory guidelines and internal quality standards Manage a team of to ensure delivery excellence and career development Conducted in-person meetings to foster client relations Actively contributed to marketing initiatives, enhancing outreach and brand visibility Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a relatable manner Deep understanding of personal, advisory domains (loans, insurance, investments, taxation, estate planning, cashflow planning) Client-first mind-set with a strong focus on relationship building and problem-solving. Proven ability to manage, mentor, and motivate high-performance teams Structured and analytical thinker with experience in managing service-level metrics and process improvements