17 Portfolio Review Jobs

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...

As a Senior Credit Analyst in our organization, you will be responsible for analyzing cases using financial models for the Promoter Group, Micro-market, and Transaction structure. This includes evaluating proposed transactions, borrower background, enterprise information, project/security details, cash flow analysis, feasibility analysis, sensitivity analysis, debt profile assessment, group-level cash flow evaluation, and financial evaluation. In this role, you will collaborate with internal stakeholders such as Risk, Legal, Technical, Finance, Accounts, and Operations teams. Additionally, you will work closely with external agencies to conduct due diligence on legal, technical, valuation, a...

Description SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Responsibilities • Appraises /recommends/ approves credit proposals as per the delegation of authority. • Reviews delinquent cases and document learnings / portfolio reviews for risk management. • Conducts process audits and reports delinquencies and anomalies. • Recommends changes to policy/process based on local nuances / competitor feedback. • Implements system integration plans. • Monitors NPA and keeps a track of it. • Ensures field customer visits for PD and deliveries within agreed TAT. • Managing all CPAs(credit processing associates) and provide them adequate policy, process training for smooth operations with in t...

Key Responsibilities 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 limi...

Key Responsibilities 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 limi...

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...

Key Responsibilities 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 limi...

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...

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...

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 issu...

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 ...

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, ens...

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-...

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 executio...