38 Portfolio Review Jobs

About AssetPlus AssetPlus is redefining the future of wealth management. We?re a fast-scaling SaaS fintech platform powering mutual fund distributors (MFDs) and financial advisors with tools that modernise how investments are managed. Our mission is to build India?s best assisted wealth management platform, helping millions of households achieve their financial goals. If you want to solve meaningful problems at scale in a product-led, high-velocity environment, this is the place. Role Overview: The role involves creating and delivering impactful sales enablement content, leading partner webinars and offline meets, building partner communities, and supporting internal teams with enablement fr...

Company Description Anand Rathi Share and Stock Brokers Ltd. (ARSSBL) is a prominent full-service investment bank founded in 1994, offering a broad range of financial and wealth management services to individual clients, corporations, and institutions. With over 350 locations across India and an international presence in Dubai, Hong Kong, and New York, the firm serves over 6.5 lakh registered customers through a strong network of digital platforms and physical branches. The company provides expert research, investment advisory services, and a wide variety of financial products across asset classes to meet diverse client needs. With over 4,000 professionals and 95 own branches spanning 57 cit...

As a Senior Credit Analyst in the Construction Finance product at our company, your role will involve the following key responsibilities: - Analyzing cases using financial models for the Promoter Group, Micro-market, and Transaction structure. - Evaluating proposed transactions including Borrower background, enterprise information, project/security information, cash flow analysis, feasibility analysis, sensitivity analysis, Debt Profile evaluation, Group level cash flow evaluation, and financial evaluation. - Collaborating with internal stakeholders such as Risk, Legal, Technical, Finance, Accounts, and Operations teams. - Coordinating with external agencies for due diligences including lega...

Executive Admin Support Traditional C&I and CRE Quarterly Asset Quality Monitoring (AQM) - Purpose: Portfolio review for Traditional C&I and Investor CRE Obtain scope list from PAD Schedule and invite stakeholders Confirm loan list changes with PAD Collect memos from frontline Follow-up meeting minutes, distribute, and archive CIB Quarterly Asset Quality Monitoring (AQM) - Purpose: Portfolio review for Corporate & Investment Banking and Middle Markets Create package folders - CIB Quarterly Reports Collect package from frontline (Head of Portfolio) Minutes and follow-up Management Loan Committee (MLC) - Purpose: Organize and coordinate MLC meetings Scheduling - Placeholder meeting set to recu...

You will be primarily responsible for business development through sales of equity & derivatives (offline & online trading accounts) and corpus mobilization through unbiased and high-quality expert advisory. You will also be involved in cross-selling TPP products. Your key responsibilities will include: - Acquiring and building relationships with HNI/Retail clients - Reviewing clients" portfolios - Advising clients on daily stock market movements, various stock sectors, and latest news of the corporate world - Generating business for the company by meeting revenue targets - Studying and monitoring research reports to aid HNIs on price fluctuations, primary trends, and appropriate investment ...

As an ideal candidate for this role, you will have experience in Mutual Funds and possess knowledge of financial concepts. Your responsibilities will include recommending Mutual Funds, writing market outlooks and product notes, as well as generating periodic reports. You will conduct detailed client portfolio reviews and analyze strategies for Mutual Funds. Additionally, you will provide product support and make client presentations. Familiarity with software such as ICRA and Morningstar Direct platform would be advantageous. - Experience in Mutual Funds - Knowledge of financial concepts - Recommending Mutual Funds - Writing market outlooks and product notes - Generating periodic reports - C...

We deliver the world's most complex projects. Work as part of a collaborative and inclusive team. Enjoy a varied & challenging role. Building on our past. Ready for the future Worley is a global professional services company of energy, chemicals and resources experts headquartered in Australia. Right now, we're bridging two worlds as we accelerate to more sustainable energy sources, while helping our customers provide the energy, chemicals and resources that society needs now. We partner with our customers to deliver projects and create value over the life of their portfolio of assets. We solve complex problems by finding integrated data-centric solutions from the first stages of consulting ...

As a Commercial Lines Business Executive at Liberty Mutual, your role will involve establishing broker relationships and generating consistent business in line with the budgeted product mix. You will be responsible for generating Commercial Lines Business from both Brokers and Direct Clients, managing broker relations, and handling direct client interactions. Additionally, your duties will include maintaining quote sheets, updating conversion details, and addressing underwriting and servicing issues as well as queries raised by Brokers and Corporate clients. Key Responsibilities: - Generate Commercial Lines Business from Brokers & Direct Clients - Manage broker relations and handle direct cl...

Company Description Groww is a leading financial services platform in India, dedicated to making financial products accessible and empowering millions of Indians to take charge of their financial journeys. With a customer-first approach, every product and solution is meticulously designed to prioritize convenience and user needs. At Groww, the culture fosters autonomy, transparency, and ownership, enabling individuals to thrive and contribute to innovation. As India's fastest-growing financial services company, Groww aims to be the trusted financial partner for the nation, offering cutting-edge multi-product financial solutions. Role Description Assistant Vice President Wealth Manager (Now p...

As a Commercial Lines Business Development Manager at Liberty Mutual, your role will involve establishing broker relationships and generating consistent business in line with the budgeted product mix. You will be responsible for sourcing Commercial Lines Business from both brokers and direct clients, managing broker relations, and handling direct clients. Your duties will include generating Commercial Lines Business, maintaining quote sheets, updating conversion details, addressing underwriting and servicing issues, and responding to queries raised by brokers and corporate clients. Additionally, you will conduct portfolio reviews, analyze data, and present findings to clients, recommending c...

The role is with a Leading Private Sector Bank in India. Role Overview Lead and grow the Acquisition Finance portfolio, structuring optimal deals and exploring new business opportunities including overseas financing. Emphasize robust risk management while ensuring compliance with all relevant regulatory frameworks. Exposure to Corporate Finance, Project Finance and Mergers and Acquisition is a must. Key Responsibilities Assess, analyze, and evaluate acquisition finance transactions, including financial modeling, valuation, and feasibility analysis. Gather comprehensive deal information through client meetings and document reviews. Review term sheets, legal documents, and participate in negot...

Regional Sales Manager Direct Business - New Car Finance-Sales Job Role- Oversee the retail business across our bank branches, ensuring the delivery of the best services to all the branches in assigned area. Work to grow the branch business in line with expected target The candidate will be responsible for developing and executing strategic plans to maximise team productivity Experience in managing larger teams is essential. The candidate should also be skilled in building strong relationship with all stakeholders in the allocated branch area. Job Requirement Minimum 12 years experience in Auto Loan/ Personal Loan/ Business Loan Having financial knowledge PDD Monitoring Portfolio review Area...

Role Overview: You will be responsible for proposing appropriate ratings & GRR to the credit committee using internal tools and your judgment. Ensuring that annual review / transaction deadlines are met and presenting credit proposals to local credit committees will also be part of your role. It will be important to stay updated on credit policies and methodologies and contribute to relevant credit projects including tests. Additionally, you may need to assist with portfolio or credit administrative works as required. Key Responsibilities: - Propose appropriate ratings & GRR to the credit committee - Meet annual review / transaction deadlines - Present credit proposals to local credit commit...

As a Financial Analyst at Holistic Investment Planners Private Limited, your role involves analyzing client requirements and gathering necessary financial data. You will be responsible for evaluating financial information such as income, expenses, loans, insurance, and investments. Conducting feasibility analysis to help clients achieve their financial goals is a key aspect of your job. Additionally, you will be preparing comprehensive financial reports and reviewing client portfolios at regular intervals. Qualifications Required: - Bachelor's degree in Finance, Economics, or related field - Strong analytical skills - Knowledge of financial planning principles - Excellent communication and i...

Role & responsibilities Direct Responsibilities Lead Process Creation, Opportunity Identification & Automation -Develop and implement rules, processes, procedures for IPM that are aligned with business goals, ensuring the IPM Team is equipped with the right tools, content, and training to drive performance and productivity. Oversee Training and Capability Building - Manage the design, delivery, and continuous improvement of sales training programs, including onboarding, product knowledge, and skill development, in collaboration with internal stakeholders and external partners. Cross-Functional Collaboration - Collaborate closely with other departments to ensure alignment and integration of e...

Job Requirements Role/ Job Title: Lead Policy-Vehicle Loans Function/ Department: Retail Risk Job Purpose Position is under the CRO vertical, under the retail risk team. Concerned will be responsible for managing the vehicle loans portfolio for the assigned products. Key responsibilities being to critically examine and approve the credit policy changes and fresh proposals. Establishing the early warning indicators and other measures for portfolio performance evaluation and monitoring. Regular monitoring of the portfolio and ensuring portfolio performance is maintained within the approved risk thresholds throughout the year. Ensure the product policies and norms comply with the regulatory gui...

• Acquire & manage HNI/retail clients • Understand financial goals & offer plans • Conduct portfolio reviews & cross-sell products • Drive revenue through need-based advisory • Understanding of capital market • Location- Noida Required Candidate profile • Graduate/Postgraduate (1–10 yrs exp) • Strong in client acquisition & relationship management • Knowledge of mutual funds & markets • NISM V-A certified is a plus

Key Responsibilities Risk Monitoring & Reporting Prepare product-level risk decks, analyzing performance against key risk metrics and benchmarks. Track early bucket bounces and flow rates; provide actionable insights to credit and business teams. Perform portfolio reviews focused on delinquency reports and Early Warning System (EWS) alerts. Recommend portfolio interventions and resolution strategies to maintain and improve asset quality. Policy & Analysis Conduct hind-sighting reviews to assess credit policy implementation effectiveness. Provide feedback or initiate amendments to credit policies based on analytical insights. Perform Credit Through The Door analysis to guide business teams in...

Role Overview: As a financial planner at the fast-growing personal investment company, your primary responsibility will be interacting with clients, planning their investments, reviewing portfolios regularly, and managing other operational requirements. Your role plays a crucial part in managing the day-to-day operations of the firm, ensuring smooth workflow, and maintaining high-quality service standards. Key Responsibilities: - Operations Management: - Oversee and manage the daily operations, including client onboarding and account maintenance. - Develop and implement efficient procedures and workflows to streamline operational processes. - Client Service: - Provide exceptional client serv...

Regional Sales Manager Direct Business - New Car Finance-Sales Job Role- Oversee the retail business across our bank branches, ensuring the delivery of the best services to all the branches in assigned area. Work to grow the branch business in line with expected target The candidate will be responsible for developing and executing strategic plans to maximise team productivity Experience in managing larger teams is essential. The candidate should also be skilled in building strong relationship with all stakeholders in the allocated branch area. Job Requirement Minimum 12 years experience in Auto Loan/ Personal Loan/ Business Loan Having financial knowledge PDD Monitoring Portfolio review Area...

Role Overview: As an Insurance Placement EB Executive/Underwriter at our company in Gurgaon, you will play a crucial role in recommending appropriate insurance policies to clients based on risk gap analysis. You will be responsible for preparing Broking Slips, Quotes, and Placement Slips, as well as assessing risk factors to determine coverage, eligibility, premium pricing, and policy terms. Your expertise will be utilized in using underwriting guidelines, rating manuals, and industry standards to make sound decisions. Additionally, you will negotiate with insurers to secure competitive premiums and terms. Key Responsibilities: - Recommend suitable insurance policies after conducting risk ga...

Credit Assessment, Risk Management, Loan Approval Process : Evaluate loan applications and creditworthiness of applicants based on financial data and other relevant factors. Perform detailed analysis of financial statements, bank statements, and credit reports. Assess repayment capacity and recommend appropriate loan structures. Identify, analyze, and mitigate potential credit risks. Ensure compliance with internal credit policies and regulatory guidelines. Conduct periodic portfolio reviews to identify early warning signals. Coordinate with sales and operations teams for smooth processing of loan applications. Approve or recommend loans within delegated authority limits. Liaise with legal a...

To establish broker relationships and generate consistent business as per the budgeted product mix. You will be responsible for generating Commercial Lines Business from Brokers & Direct Clients, managing broker Relations, and handling direct clients. Your duties will include maintaining Quote sheets, updating conversion details, handling Underwriting & Servicing Issues, and addressing Queries raised by Brokers/Corporate clients. Additionally, you will be tasked with conducting portfolio reviews, analysis, and making presentations to clients on findings of the analysis and suggesting covers for optimum risk management. As a qualified candidate, you should possess a Bachelors degree and demon...

The role of EB Placements/UW involves suggesting appropriate covers/policies to address Risk Gaps for clients, preparing Quotes/Brokering, and negotiating with Insurers for discounts and competitive terms. You will be responsible for creating Placement Slips, obtaining competitive quotes from various insurers for employee benefits products, and managing Pre and Post Placement Servicing for assigned clients. This includes working on raw data, handling endorsements like Addition/Deletion or Increase/Decrease, and coordinating with Insurers to deploy surveyors based on reported loss details. Furthermore, you will be required to conduct quality checks post-policy placement to ensure alignment wi...

You will be primarily responsible for business development through sales of equity & derivatives (offline & online trading accounts) and corpus mobilization through unbiased and high-quality expert advisory, as well as cross-selling TPP. Your role involves acquiring and building relationships with HNI/Retail clients, reviewing their portfolios, advising them on daily stock market movements, guiding them on various stock sectors, latest news of the corporate world, and generating business for the company by meeting revenue targets. Additionally, you will study and monitor research reports to aid HNIs in understanding price fluctuations, primary trends, and identifying appropriate investment o...