37 Portfolio Reviews Jobs

Role & responsibilities Manage a portfolio of up to 10-15 Business Transformation Enterprise projects or couple of Strategic engagements of varying complexity at any given time Lead the implementation services & consulting for assigned clients Implementation scoping, estimating and Contract reviews Work with cross departments (Sales, Product Management, Customer Value, Infrastructure) to be able to come up with solutions which help provide value to clients Build strong relationships with Senior client stakeholders of Fortune 1000 companies Manage project resources including Project Managers, Solution Architects, and Consultants Manage project issues/risks and client expectations and escalate...

As a Credit Underwriter at the company, your role involves performing high-quality and timely credit underwriting for Small, Mid, and Large Corporates within delegated authority levels. This includes understanding levels of risk and ensuring appropriate returns for new business transactions. You will be responsible for preparing credit reports in specified formats, ensuring compliance with risk policies and processes, and providing timely support to the sales team for transaction closures. Additionally, you will present proposals to approval authorities, monitor portfolios, conduct portfolio reviews, and maintain records for audit and regulatory requirements. Your responsibilities will also ...

Job Title: Sr. Relationship Manager - Wealth Management Location: Pune Department: Wealth Management Experience: 5-8 years Role Overview As a Sr. Relationship Manager - Wealth Management , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design investment solutions accordingly. Monitor market ...

Job Title: Sr. Relationship Manager - Wealth Management Location: Mumbai/Pune Department: Wealth Management Experience: 5-8 years Role Overview As a Sr. Relationship Manager - Wealth Management , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design investment solutions accordingly. Monitor ...

As an Area Credit Head, your role involves managing credit underwriting and appraisal for Housing Loan and LAP cases. You will be responsible for understanding the financial worthiness of customers and ensuring a smooth loan sanction process. Your key responsibilities include: - Ensuring timely processing of cases to maintain the Turnaround Time (TAT). - Coordinating with vendors for obtaining technical and legal reports. - Managing delinquencies and tracking EMI bounced cases, analyzing them for future actions, making Root Cause Analysis (RCA), etc. - Maintaining various Management Information System (MIS) reports as required by the process and senior management. - Conducting Portfolio Revi...

As a CPF Relationship Manager, you will play a crucial front-line role in our practice, upholding our commitment to comprehensive, reliable, and impactful financial planning. Your success in this position hinges on your ability to establish yourself as a trusted anchor for our HNI/NRI clients, offering pragmatic and empathetic financial solutions while fostering our client-centric ethos. Key Responsibilities: - Engage with clients to gain insight into their financial aspirations, life objectives, and obstacles. - Provide well-structured, goal-oriented investment suggestions that align with clients" risk profiles. - Coordinate regular portfolio evaluations and ensure prompt service delivery. ...

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...

As a Corporate Credit Analyst Trainee at our location in Bagmane Solarium City, Bangalore, you will have the following responsibilities: - Prepare financial spreads and conduct financial analysis of corporate clients - Support credit paper preparation and annual/quarterly portfolio reviews - Identify key credit risks and propose mitigants - Recommend updated ratings and LGDs for corporate transactions - Collaborate with internal stakeholders (Risk, Portfolio, Origination teams) - Maintain and prepare internal management reports To excel in this role, you are expected to have: - Strong understanding of financial statement evaluation, credit ratios, and credit analysis - Ability to conduct bas...

Role: Affluent RM Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients...

Role: Affluent RM Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients...

Responsibilities . To perform high quality and timely credit underwriting of new business transactions of Small, Mid and Large Corporates within delegated authority levels, understanding levels of risk and appropriate returns. . Preparation of credit reports as per specified formats and ensure compliance with risk policies and processes while working with sales team and provide timely support in closure of transactions. . Presentation of proposals to the approval authorities . Portfolio monitoring. . Portfolio reviews and record keeping for audit and regulatory requirements. . To liaise through structured meetings, with Sales and other members of the Risk Management team to ensure continuous...

As a Products & Research professional, you will play a crucial role in Wealth Management/Asset Management/Research Macro Analysis domain. Your responsibilities will include: - Institutionalizing the Advisory framework by identifying global macro trends and their impact on financial markets and client portfolios. - Assimilating and disseminating house views on economy, markets, and investment products to the team, working closely with the investment committee. - Conducting in-depth diligence across the entire spectrum of investment products. - Participating in portfolio reviews and client engagements with the advisory teams to communicate investment positioning and group views. - Preparing Pi...

Role & responsibilities Manage a portfolio of up to 10-15 Business Transformation Enterprise projects or couple of Strategic engagements of varying complexity at any given time Lead the implementation services & consulting for assigned clients Implementation scoping, estimating and Contract reviews Work with cross departments (Sales, Product Management, Customer Value, Infrastructure) to be able to come up with solutions which help provide value to clients Build strong relationships with Senior client stakeholders of Fortune 1000 companies Manage project resources including Project Managers, Solution Architects, and Consultants Manage project issues/risks and client expectations and escalate...

The role is with a Leading General Insurance company. You should have 10+ years of experience and will be based in Kolkata and Chennai. Your responsibilities will include: - Establishing and nurturing broker relationships to achieve business targets as per the budgeted product mix. - Generating Commercial Lines Business from both brokers and direct clients. - Managing underwriting and servicing queries from brokers and corporate clients. - Maintaining quote sheets, tracking conversions, and ensuring accuracy in reporting. - Conducting portfolio reviews, analyzing risk exposures, and presenting findings to clients.,

As a Relationship Manager at Boutique Private Wealth Advisory in Gurgaon, India, your primary responsibility will be to acquire new clients and nurture strong relationships with existing clients in the NCR and Chandigarh regions. You will be tasked with assessing the financial needs of clients and developing personalized investment strategies to help them achieve their goals. Regular portfolio reviews and updates to clients will also be part of your role. In this position, you will have the opportunity to travel frequently to Chandigarh for client meetings and business development activities, with all reasonable travel expenses being reimbursed. To excel in this role, you should hold a Bache...

As a Relationship Manager at our Boutique Private Wealth Advisory firm specializing in UHNW and HNW clients, located in Gurgaon, India, your primary responsibility will be to acquire new clients while nurturing strong relationships with existing ones in the NCR and Chandigarh regions. You will be tasked with assessing clients" financial needs and developing customized investment strategies tailored to their specific requirements. Regular portfolio reviews and client updates are essential aspects of this role, requiring frequent travel to Chandigarh for client meetings and business development, with all reasonable travel expenses reimbursed. To excel in this position, you should possess a Bac...

On a typical day at XPO India Shared Services, you will lead and drive the collections processes and performance, working alongside team members to continuously enhance processes and improve performance metrics. You will be responsible for performing portfolio reviews of assigned collectors, providing timely feedback, and driving results. Additionally, you will support internal project initiatives and act as a backup for team activities during absences. Building strong working relationships with internal and external stakeholders and customers will be a key aspect of your role. Your responsibilities will also include building, generating, and maintaining data reports and process documents, g...

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be an integral part of our Bangalore team, dedicated to catering to the needs of high-net-worth clients. With 4-10 years of experience in Financial Services, Wealth Management, or Fintech industry, you will be responsible for acquiring, advising, and managing clients by providing customized wealth solutions to support their long-term financial objectives. Your primary focus will be on client acquisition and business growth by identifying and onboarding new HNI clients through various networking channels and strategic approaches. Furthermore, you will play a crucial role in expanding our private client base while delivering ...

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and e...

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and e...

Relationship Manager-Affluent-Priority-Regional sales Job Description Role: 1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group 2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness 3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base 4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience 5. Use investment expertise...

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and e...

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and e...

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and e...

Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and e...