12 Portfolio Tracking Jobs

A Relationship Manager for Agri-Business isresponsible for managing and growing a portfolio of clients in the agriculture sector by acquiring new relationships, managing existing ones, and cross-selling financial products like working capital loans and term loans. Key duties include understanding client needs, assessing credit and legal requirements, ensuring portfolio quality, monitoring accounts, and liaising with internal teams to provide high standards of service. Key responsibilities Client acquisition and relationship management: Source new clients, including farmers and agri-entrepreneurs, and manage and deepen relationships with existing ones to increase business volume. Product mana...

Major Deliverables: Correspond with multiple sources to negotiate payment schedules that suit the customer's current financialsituation 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, andreview account adjustments, resolve client discrepancies and short payments Monitor and maintain customer account details for non - payments, delayed payments, and otherirregularities, making customer calls, account adjustments, small balance write off, custom...

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. Core Responsibilities: 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 account adjustments, reso...

To drive the collection process of receivables across multiple sources thereby reducing the total outstandingand 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 financialsituation 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, andreview account adjustments, resolve cl...

Role Overview: You will be responsible for engaging with Premium merchants, tracking portfolios, communicating with merchants, and ensuring services are delivered effectively in assigned areas. Your role will also involve ensuring product penetration and revenue growth, promoting the brand, addressing merchant grievances, planning and executing daily activities with the team, gathering market feedback, deploying products, articulating benefits, and ensuring customer satisfaction. Key Responsibilities: - Engage with Premium merchants, track portfolios, and communicate effectively - Ensure product penetration, revenue growth, and brand promotion - Address merchant grievances and resolve them i...

As an Equity Trader, your role involves buying, holding, or selling various equity shares on stock exchange desks. You will be responsible for executing equity trades across different markets and exchanges to ensure optimal execution with minimal market impact. Developing and implementing trading strategies to capitalize on market opportunities and generate alpha will be a key aspect of your work. Additionally, you will need to monitor market trends, news, and economic indicators to identify potential trading opportunities and risks. It is essential for you to have prior work experience in the relevant domain and possess in-depth knowledge of the share market and trading investments. Key Res...

As a member of our team, you will be responsible for engaging with Premium merchants, including portfolio tracking, merchant communication, and ensuring the delivery of services in assigned areas for designated merchants. Your main objectives will involve ensuring product penetration and revenue growth, enabling new business lines, and promoting the brand in the marketplace. You will also be tasked with tracking and addressing merchants" grievances promptly, as well as planning and executing day-to-day activities with the team and reviewing deliverables. Your role will also include gathering consistent feedback from the market regarding existing offerings and competitive insights. You will b...

Job Title: Finance Intern Location: Remote / Hybrid (Bangalore preferred) Organization: Tradeshala Stipend: Up to ?30,000 per month Duration: 2 Months Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO) About Tradeshala Tradeshala is a leading experiential learning platform focused on professional training in stock markets, derivatives, and trading strategies. We bridge the gap between academic knowledge and real-world trading by providing live market internships, hands-on tools, and direct mentorship from industry experts. Role Overview As a Finance Intern at Tradeshala, youll work closely with our core team on financial research, investment analysis, portfolio reporti...

Job Title: Finance Intern Location: Remote / Hybrid (Bangalore preferred) Organization: Tradeshala Stipend: Up to ?30,000 per month Duration: 2 Months Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO) About Tradeshala Tradeshala is a leading experiential learning platform focused on professional training in stock markets, derivatives, and trading strategies. We bridge the gap between academic knowledge and real-world trading by providing live market internships, hands-on tools, and direct mentorship from industry experts. Role Overview As a Finance Intern at Tradeshala, youll work closely with our core team on financial research, investment analysis, portfolio reporti...

The Business Analysis Manager-Debt Management, within the Debt Management-Flows department, is responsible for overseeing the collections process for assigned debts. This role involves forecasting costs and NCL for retail products, conducting scenario and gap analysis, and closely monitoring specific portfolio buckets. The Manager is tasked with setting and achieving targets from both agencies and in-house teams, while ensuring compliance with collection processes and legal requirements. Additionally, the Business Analysis Manager-Debt Management is expected to proactively recommend process enhancements to enhance service efficiency and quality. They play a key role in identifying opportunit...

Key Responsibilities Monitor agent calls and provide actionable feedback Analyze portfolio performance using call audits and performance reports Drive performance improvements through targeted interventions Lead and participate in client calls to review service quality Ensure continuous improvement in portfolio performance

Role & responsibilities Working with Channel Finance partners for Withdrawals, New limits, MIS, and Portfolio quality Monitoring overdue and liaising with the internal team and dealerships for resolution. Execution of Retail Finance penetration in the field by liaising at the branch level, the field team, and the dealership. Monitoring retail finance portfolio for selected financers and raising early warning signals for selected financers Liaising with local banks, Cooperative banks, rural banks, and NBFCs to provide necessary support to increase volume for the selected geography Work as an interface between the branch level and the Sales Team for the selected geography. Preferred candidate ...