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0.0 - 2.0 years

2 - 4 Lacs

Mumbai

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We are currently seeking enthusiastic and detail-oriented individuals to join our dynamic team as Finance Advisors. This role is designed for those who are eager to kick-start their careers in finance, offering a unique chance to learn from experienced professionals and gain hands-on experience in financial advisory services. As a Finance Advisor, you will be responsible for providing clients with sound financial advice, assisting in developing investment strategies, and helping them achieve their financial goals. If you are a recent graduate with a strong analytical mindset, excellent communication skills, and a passion for finance, we invite you to apply and become a part of our innovative and growth-oriented company. Tasks Provide financial advice to clients on investment opportunities and risk management. Analyze market trends and economic data to assist clients in making informed financial decisions. Develop personalized financial plans based on clients' financial goals, risk tolerance, and investment preferences. Maintain up-to-date knowledge of financial products, services, and regulations to ensure compliance and offer accurate advice. Build and maintain strong client relationships through regular communication and exceptional customer service. Requirements Bachelor's degree in Finance, Economics, Business Administration, or related field. Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills for client engagement. Proficiency in financial software and MS Office applications. Ability to work independently and as part of a team in a fast-paced environment.

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3.0 - 4.0 years

5 - 6 Lacs

Surat

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Role- Relationship Manager- Used Car Loan Minimum experience of 3-4 years in Auto Loans Minimum qualification Any Graduate. Grade Deputy Manager/Manager To Plan and implement strategy to achieve business numbers and profitability. Managing Collaborates to tie up with Dealers, DSAs and direct business models. To develop and Drive the business by ensuring healthy portfolio and achieve heathy IRR. In addition, ensuring dealer and brokers are on boarded as per budget. Develop New and pre-owned car loans business cross branches and location. Portfolio Management Engage in managing the team, provide training & knowledge about the new product and policy of the organization. Manage, Allocate, assess business and leads from Channels/Dealers to Team leader, sales officers and coordinators tagged under there geographic territory. Maintaining relationship with Channels / Dealers and pre- asses in principle decision to fund the customer. Keeping an eye on the Nonstarter, PDD and creating new counters that can be a better business prospect in the future

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1.0 - 6.0 years

3 - 8 Lacs

Patna

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Grade : M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

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1.0 - 6.0 years

3 - 5 Lacs

Patna

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Job Name : Premier Acquisition Manager Grade : M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

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3.0 - 4.0 years

3 - 6 Lacs

Surat

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Role- Relationship Manager- Used Car Loan Minimum experience of 3-4 years in Auto Loans Minimum qualification Any Graduate. Grade Deputy Manager/Manager To Plan and implement strategy to achieve business numbers and profitability. Managing Collaborates to tie up with Dealers, DSAs and direct business models. To develop and Drive the business by ensuring healthy portfolio and achieve heathy IRR. In addition, ensuring dealer and brokers are on boarded as per budget. Develop New and pre-owned car loans business cross branches and location. Portfolio Management Engage in managing the team, provide training & knowledge about the new product and policy of the organization. Manage, Allocate, assess business and leads from Channels/Dealers to Team leader, sales officers and coordinators tagged under there geographic territory. Maintaining relationship with Channels / Dealers and pre- asses in principle decision to fund the customer. Keeping an eye on the Nonstarter, PDD and creating new counters that can be a better business prospect in the future

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3.0 - 4.0 years

3 - 6 Lacs

Surat

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Role- Relationship Manager- Used Car Loan Minimum experience of 3-4 years in Auto Loans Minimum qualification Any Graduate. Grade Deputy Manager/Manager To Plan and implement strategy to achieve business numbers and profitability. Managing Collaborates to tie up with Dealers, DSAs and direct business models. To develop and Drive the business by ensuring healthy portfolio and achieve heathy IRR. In addition, ensuring dealer and brokers are on boarded as per budget. Develop New and pre-owned car loans business cross branches and location. Portfolio Management Engage in managing the team, provide training knowledge about the new product and policy of the organization. Manage, Allocate, assess business and leads from Channels/Dealers to Team leader, sales officers and coordinators tagged under there geographic territory. Maintaining relationship with Channels / Dealers and pre- asses in principle decision to fund the customer. Keeping an eye on the Nonstarter, PDD and creating new counters that can be a better business prospect in the future

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2.0 - 5.0 years

3 - 5 Lacs

Patna

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JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

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3.0 - 4.0 years

3 - 6 Lacs

Surat

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Role- Relationship Manager- Used Car Loan Minimum experience of 3-4 years in Auto Loans Minimum qualification Any Graduate. Grade Deputy Manager/Manager To Plan and implement strategy to achieve business numbers and profitability. Managing Collaborates to tie up with Dealers, DSAs and direct business models. To develop and Drive the business by ensuring healthy portfolio and achieve heathy IRR. In addition, ensuring dealer and brokers are on boarded as per budget. Develop New and pre-owned car loans business cross branches and location. Portfolio Management Engage in managing the team, provide training knowledge about the new product and policy of the organization. Manage, Allocate, assess business and leads from Channels/Dealers to Team leader, sales officers and coordinators tagged under there geographic territory. Maintaining relationship with Channels / Dealers and pre- asses in principle decision to fund the customer. Keeping an eye on the Nonstarter, PDD and creating new counters that can be a better business prospect in the future

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1.0 - 6.0 years

3 - 5 Lacs

Patna

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JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

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1.0 - 6.0 years

3 - 5 Lacs

Patna

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JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

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0.0 - 6.0 years

7 - 11 Lacs

Noida

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Wise Investments is looking for E-Financial Planner to join our dynamic team and embark on a rewarding career journey Manage and oversee financial activities and projects. Develop and implement financial strategies and plans. Monitor and report on financial performance metrics. Collaborate with cross-functional teams to achieve financial goals. Provide training and support to financial staff.

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2.0 - 6.0 years

10 - 14 Lacs

Varanasi

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To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments; Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs. Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to take investment decisions. Should help clients to assess how aggressive they can be with their investments and the amount of risk they can bear considering the client's long- and short-term goals, family status, age, employment and expenses. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;

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2.0 - 6.0 years

10 - 14 Lacs

Chandigarh

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To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments; Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs. Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to take investment decisions. Should help clients to assess how aggressive they can be with their investments and the amount of risk they can bear considering the client's long- and short-term goals, family status, age, employment and expenses. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;

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2.0 - 6.0 years

10 - 14 Lacs

Lucknow

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To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments; Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs. Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to take investment decisions. Should help clients to assess how aggressive they can be with their investments and the amount of risk they can bear considering the client's long- and short-term goals, family status, age, employment and expenses. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;

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6.0 - 10.0 years

10 - 15 Lacs

Hyderabad

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Job role & Responsibilities: Manage Auto loan through Car Dealers, Direct Sales Agents & Direct Sales Teams Empanelment of New car Dealers, DSA & DST in the Market Accountable for sales performance & Productivity of team Conduct Training for all the channels & Team on Product, Policy & Market Changes Manage Business Promotional activities with Channels Responsible for tracking channels & Team for Quality sourcing & Healthy portfolio Interact with credit team, & Get business approvals Keep close watch on competitor product, Policy & Market strategy Deliverables : Recruit, Train & Motivate channel sales team achieve sales targets Guide channel sales team & introduce clients to them Maintain knowledge on all bank product & series & assist to resolve customer queries Develop new relationships with customers to increase revenue & accounts

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3.0 - 5.0 years

4 - 7 Lacs

Mumbai

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Collections Executive - Common Collections-Relationship Banking Group-Recovery Common Cost Allocation - CV,CE & SA Job Responsbibilites: To Ensure Quality portfolio. To focus on improving Collections in the area assigned individually or in a team / as a team. To adhere to the BANKS processes and procedures. To adhere to Audit requirement Job Requirements: Passion for Collection. Willing to Take challenges and responsibility Should have the ability to convince the customer to pay on our terms and conditions Educational Qualification Should be Graduate

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7.0 - 12.0 years

10 - 15 Lacs

Hyderabad

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Job Role: Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. Job Role: VRM Officer To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills conversational skills and English versant scores 7+. Flexible to work on rotational week offs.

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4.0 - 7.0 years

0 - 1 Lacs

Mumbai

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Job Title: Product Manager Micro LAP / Secured Business Loans Department: Retail Assets / Secured Lending Location: Mumbai Experience: Product/Portfolio Management (Secured Lending/Micro LAP preferred) Job Summary: We are seeking a dynamic and analytical Product Manager Micro LAP/Secured Business Loans to lead the design, development, and growth of our secured lending products targeted at micro and small business customers. You will own the end-to-end product lifecycle and collaborate across credit, sales, risk, tech, and compliance teams to drive scalable, profitable growth. Role & responsibilities Key Responsibilities: Product Strategy & Development - Design and own the product roadmap for Micro LAP/Secured Business Loans. - Develop features, pricing, documentation norms, and process workflows tailored to micro-entrepreneurs and informal MSMEs. - Benchmark products against competitors and market demand to ensure competitiveness and customer relevance. Policy & Credit Structuring - Collaborate with credit & risk teams to define loan eligibility, LTV norms, collateral acceptance guidelines, and deviation matrices. - Ensure alignment with RBI & internal compliance frameworks. Portfolio & Business Management - Monitor product performance (disbursements, yields, delinquencies, cross-sell). - Use portfolio analytics to refine product pricing, structure, and risk norms. - Drive initiatives for product profitability, cost optimization, and yield improvement. Stakeholder Management - Coordinate with operations, tech, legal, and compliance to ensure smooth implementation and process alignment. - Act as the subject matter expert for field teams, providing product training and support. Innovation & Customer-Centricity - Identify new customer segments, delivery channels, and digitization opportunities for secured lending. - Pilot new loan structures, rural/semi-urban sourcing models, or fintech partnerships. Preferred candidate profile Key Requirements: - MBA / PGDM / CA preferred with a background in BFSI or NBFC sectors. - Experience in Product Management, especially in LAP, secured business loans, or MSME finance. - Strong understanding of secured lending policies, credit underwriting frameworks, and microfinance customer profiles. - Experience in working with field sales teams, branch models, and semi-urban/rural geographies. - Familiarity with loan origination systems (LOS), core banking systems, and product digitization is a plus. - Excellent analytical, communication, and project management skills. Preferred Attributes: - Prior experience in a Small Finance Bank, Microfinance NBFC, or Fintech focused on Micro LAP lending. - Exposure to tier 2–3 markets and a strong grasp of customer needs in low-ticket LAP segments (e.g., 1L – 15L). What We Offer: - Opportunity to shape the secured loan portfolio in a high-impact, customer-driven segment. - Cross-functional exposure with growth potential into leadership roles. - A mission-driven team environment focused on financial inclusion and innovation.

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3.0 - 8.0 years

6 - 12 Lacs

Noida, Greater Noida, Delhi / NCR

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We’re on the lookout for a dynamic Sales Leader with 5+ years of experience in Residential Sales in the Noida market. Proven leadership skills Strong local market knowledge Excellent sales track record Passion for real estate and team success

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4.0 - 9.0 years

6 - 15 Lacs

Bangalore Rural, Bengaluru

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Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, Achieve a minimum of 1 Lac in gross insurance premiums every month

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3.0 - 8.0 years

5 - 10 Lacs

Lakhimpur

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RPMG: Portfolio Manager - Reach Market INTERNAL USAGE No. of Vacancies Reports to Cluster Portfolio Manager Is a Team leader? N Team Size Grade AM/DM Business Retail Banking Department Retail Portfolio Management Group Sub - Department Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager for reach market is responsible for managing the portfolio of retail loans portfolio, ensuring NPA resolution, and achieving collection targets. This role involves handling the Risk portfolio, achieving resolution and normalization targets, and ensuring compliance with audit procedures. Key Responsibilities Portfolio Management Manage the portfolio of retail loan products. Ensure maximum release from the NPA pool by achieving the required resolution target as per the business requirement. Ensure minimum addition to the NPA pool by maintaining the delinquency level. Achieve business targets . Operational Management Oversee the collection process to ensure efficient and effective portfolio management. Monitor and analyze portfolio performance metrics and implement necessary adjustments. Ensure compliance with regulatory guidelines and internal policies. Engage defaulting members through telephone, emails, and physical visits to recover payments on defaulted accounts. Maintain daily activity logs of calls, physical visits, right party contacts, promises to pay, and promises to pay kept. Data Analysis and Reporting Collect, analyze, and interpret data to measure portfolio performance against established KPIs. Generate detailed reports on portfolio metrics and provide actionable insights. Identify trends, patterns, and opportunities for optimization. Process Improvement Continuously evaluate and enhance portfolio management processes and workflows. Identify opportunities to improve efficiency and effectiveness. Implement industry best practices and emerging technologies. Qualifications Optimal qualification for success on the job is Graduation/Post-Graduation from a recognized institute. Minimum of 3 years of relevant experience in the NBFC/Banking industry. Desired Qualifications Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms. Operational and system knowledge. Role Proficiencies For successful execution of the job, the candidate should possess the following: Proven experience in portfolio management, preferably within the financial services industry. Strong analytical skills with proficiency in data analysis and interpretation. Excellent project management skills with the ability to prioritize and meet deadlines. Strong interpersonal and communication skills with the ability to collaborate effectively. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines.

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3.0 - 8.0 years

5 - 10 Lacs

Mahabubnagar

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RPMG: Portfolio Manager - Auto Products (Used Car & New Car) INTERNAL USAGE No. of Vacancies Reports to Area Collections Manager Is a Team leader? N Team Size Grade AM/DM Business Retail Banking Department Retail Portfolio Management Group Sub - Department Flows Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager for Auto Products (Used Car & New Car) is responsible for managing the portfolio of auto loans, ensuring NPA resolution, and achieving collection targets. This role involves handling the Risk - 60 portfolio, achieving resolution and normalization targets, and ensuring compliance with audit procedures. Key Responsibilities Portfolio Management Manage the portfolio of auto loan products including Used Car and New Car loans. Ensure maximum release from the NPA pool by achieving the required resolution target as per the business requirement. Ensure minimum addition to the NPA pool by maintaining the delinquency level. Achieve calling resolution targets for X & 30 buckets for auto loan products. Adhere to calling norm targets for auto loan products. Operational Management Oversee the collection process to ensure efficient and effective portfolio management. Monitor and analyze portfolio performance metrics and implement necessary adjustments. Ensure compliance with regulatory guidelines and internal policies. Engage defaulting members through telephone, emails, and physical visits to recover payments on defaulted accounts. Maintain daily activity logs of calls, physical visits, right party contacts, promises to pay, and promises to pay kept. Data Analysis and Reporting Collect, analyze, and interpret data to measure portfolio performance against established KPIs. Generate detailed reports on portfolio metrics and provide actionable insights. Identify trends, patterns, and opportunities for optimization. Process Improvement Continuously evaluate and enhance portfolio management processes and workflows. Identify opportunities to improve efficiency and effectiveness. Implement industry best practices and emerging technologies. Qualifications Optimal qualification for success on the job is Graduation/Post-Graduation from a recognized institute. Minimum of 3 years of relevant experience in the NBFC/Banking industry. Desired Qualifications Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms. Operational and system knowledge. Role Proficiencies For successful execution of the job, the candidate should possess the following: Proven experience in portfolio management, preferably within the financial services industry. Strong analytical skills with proficiency in data analysis and interpretation. Excellent project management skills with the ability to prioritize and meet deadlines. Strong interpersonal and communication skills with the ability to collaborate effectively. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines.

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3.0 - 8.0 years

5 - 10 Lacs

Raichur

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RPMG: Portfolio Manager - Bharat Banking Loans INTERNAL USAGE No. of Vacancies Reports to Area Collections Manager Is a Team leader? N Team Size Grade AM/DM/M Business Retail Banking Department Retail Portfolio Management Group Sub - Department PDM/Flows/NPA Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans, Jewel Loans, Business loans and Credit Cards among others. They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager is responsible for managing the portfolio of Bharat Banking Loans, ensuring bucket and NPA resolution, and achieving collection targets. This role involves handling portfolio, achieving resolution and normalization targets, and ensuring compliance with audit procedures. Key Responsibilities Portfolio Management Manage the portfolio of Agri loans. Ensure maximum release from the bucket/NPA pool by achieving the required resolution target as per the business requirement. Ensure minimum roll forwards and addition to the NPA pool by maintaining the delinquency level. Achieve calling resolution targets for PDM/flows/NPA buckets for Agri loans. Adhere to calling norm targets for Agri loans. Operational Management Oversee the collection process to ensure efficient and effective portfolio management. Monitor and analyze portfolio performance metrics and implement necessary adjustments. Ensure compliance with regulatory guidelines and internal policies. Engage defaulting members through telephone, emails, and physical visits to recover payments on defaulted accounts. Maintain daily activity logs of calls, physical visits, right party contacts, promises to pay, and promises to pay kept. Data Analysis and Reporting Collect, analyze, and interpret data to measure portfolio performance against established KPIs. Generate detailed reports on portfolio metrics and provide actionable insights. Identify trends, patterns, and opportunities for optimization. Process Improvement Continuously evaluate and enhance portfolio management processes and workflows. Identify opportunities to improve efficiency and effectiveness. Implement industry best practices and emerging technologies. Qualifications Optimal qualification for success on the job is Graduation/Post-Graduation from a recognized institute. Minimum of 3 years of relevant experience in the NBFC/Banking industry. Desired Qualifications Knowledge and understanding of collections and market dynamics. Knowledge of regulatory guidelines and norms. Operational and system knowledge. Role Proficiencies For successful execution of the job, the candidate should possess the following: Proven experience in portfolio management, preferably within the financial services industry. Strong analytical skills with proficiency in data analysis and interpretation. Excellent project management skills with the ability to prioritize and meet deadlines. Strong interpersonal and communication skills with the ability to collaborate effectively. Ability to manage complex client situations. Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment. Ability to handle pressure and meet deadlines.

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2.0 - 4.0 years

4 - 6 Lacs

Hubli, Mangaluru, Mysuru

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Role Description: Formulate, organize, and coordinate inter-connected projects across various departments and geographies. Leverage the past experience or gradually pick-up technical aspects of IT applications (ERP, SaaS, enterprise applications) or new-age technologies such as AI/ML, IoT, RPA, etc. that are currently used by clients or other market standard technologies recommended by us to the client. This will help the consultant drive the projects seamlessly. Leverage the past experience or gradually pick-up functional aspects which include business processes in the areas of the supply chain, finance, sales & distribution, marketing, retail, eCommerce, etc. Project/Program Management of various corporate IT programs and large-scale IT implementations Responsible for planning, resource management, issue/risk management, stakeholder management and reporting on the projects / programs Identify improvement and efficiency opportunities across the projects Implement project review and quality assurance to ensure successful execution of goals and stakeholder satisfaction Be the liaison between senior business stakeholders and technology teams to make programs successful from a business perspective. Hands on experience in establishing and running large initiatives through structured programs. Define and document the Project Objectives, Scope, Assumptions, Risks and Mitigation. Develop a high-level Project chart with milestones and estimated timelines. Detail the resources, points of contact, execution method and support mechanism. Develop a detailed project plan with tasks, resources, timelines, status tracking. Monitor and track progress of the project plan. Ensure resource availability, allocation and tasks are completed on time to the satisfaction of stakeholders. Manage timely appropriate communication and relationship with clients, vendors, partners, and other stakeholders. Create and manage periodic reporting of project execution status and other trackers in standard accepted formats. Own the project plans delivery on-time and in scope to the satisfaction of all stakeholders. Perform periodic risk assessment and minimize risks through appropriate planning and escalation. Measure and communicate project performance using standard techniques and measures. Maintain a comprehensive project documentation that is reusable. Requirements Required Skills: Educational Qualifications: Strong educational background from reputed engineering and management schools with 2-4 years of experience Certifications in Project Management or Agile domain like PMP, PRINCE2, CSM, CSPO, SAFe preferred Personal Attributes Ability to cope in a complex and fast-changing business environment, and to respond calmly and rationally to changing aspirations in a deadline-driven situation. Strong planning and organizing skills including the ability to manage several work streams simultaneously. Excellent communication skills with a capacity to present, discuss and explain issues coherently and logically both in writing and verbally. Good influencing and persuasion skills with the ability to enthuse and inspire multidisciplinary teams and build successful relationships at all levels. Good team player, self-motivated and able to work on own initiative. Clear decision-making ability with the facility to judge complex situations and assess when to escalate issues. Excellent organization and project documentation skills Ability to balance conflicting and changing demands through prioritization and a pragmatic approach.

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6.0 - 12.0 years

8 - 14 Lacs

Hubli, Mangaluru, Mysuru

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Requirements Role Description: Formulate, organize, and coordinate inter-connected projects across various departments and geographies. Leverage the past experience or gradually pick-up technical aspects of IT applications (ERP, SaaS, enterprise applications) or new-age technologies such as AI/ML, IoT, RPA, etc. that are currently used by clients or other market standard technologies recommended by us to the client. This will help the consultant drive the projects seamlessly. Leverage the past experience or gradually pick-up functional aspects which include business processes in the areas of the supply chain, finance, sales & distribution, marketing, retail, eCommerce, etc. Project/Program Management of various corporate IT programs and large-scale IT implementations Responsible for planning, resource management, issue/risk management, stakeholder management and reporting on the projects / programs Identify improvement and efficiency opportunities across the projects Implement project review and quality assurance to ensure successful execution of goals and stakeholder satisfaction Be the liaison between senior business stakeholders and technology teams to make programs successful from a business perspective. Hands on experience in establishing and running large initiatives through structured programs. Define and document the Project Objectives, Scope, Assumptions, Risks and Mitigation. Develop a high-level Project chart with milestones and estimated timelines. Detail the resources, points of contact, execution method and support mechanism. Develop a detailed project plan with tasks, resources, timelines, status tracking. Monitor and track progress of the project plan. Ensure resource availability, allocation and tasks are completed on time to the satisfaction of stakeholders. Manage timely appropriate communication and relationship with clients, vendors, partners, and other stakeholders. Create and manage periodic reporting of project execution status and other trackers in standard accepted formats. Own the project plans delivery on-time and in scope to the satisfaction of all stakeholders. Perform periodic risk assessment and minimize risks through appropriate planning and escalation. Measure and communicate project performance using standard techniques and measures. Maintain a comprehensive project documentation that is reusable. Requirements Required Skills: IT Project Management , Stakeholders management, Excellent communication, Analytical and Problem-solving skills, planning skills with attention to details IT Project Management with good SME knowledge in procurement, contracting etc \u200b The ideal candidate for this role needs to be an excellent leader with experience in managing cross-functional teams to deliver results within the necessary framework, adhering to cost, and project delivery timelines. Experience in working on projects involving large scale ERP or SaaS based IT Product implementation Experience in working in Waterfall, Agile and/or Hybrid project environments Prior Exposure in FMCG IT Programs will be an added advantage Strong working experience in Microsoft tools (Excel, PowerPoint etc.) including good presentation skills Educational Qualifications: Strong educational background from reputed engineering and management schools with 6-12 years of experience Certifications in Project Management or Agile domain like PMP, PRINCE2, CSM, CSPO, SAFe preferred Personal Attributes Ability to cope in a complex and fast-changing business environment, and to respond calmly and rationally to changing aspirations in a deadline-driven situation. Strong planning and organizing skills including the ability to manage several work streams simultaneously. Excellent communication skills with a capacity to present, discuss and explain issues coherently and logically both in writing and verbally. Good influencing and persuasion skills with the ability to enthuse and inspire multidisciplinary teams and build successful relationships at all levels. Good team player, self-motivated and able to work on own initiative. Clear decision-making ability with the facility to judge complex situations and assess when to escalate issues. Excellent organization and project documentation skills Ability to balance conflicting and changing demands through prioritization and a pragmatic approach.

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Exploring Portfolio Management Jobs in India

The portfolio management job market in India is thriving, with a high demand for skilled professionals who can effectively manage investment portfolios for clients. This field offers a challenging yet rewarding career path for individuals with a strong financial acumen and analytical skills.

Top Hiring Locations in India

  1. Mumbai
  2. Bengaluru
  3. Delhi
  4. Pune
  5. Chennai

Average Salary Range

The average salary range for portfolio management professionals in India varies based on experience levels. Entry-level professionals can expect to earn around INR 4-6 lakhs per annum, while experienced professionals with several years of experience can earn upwards of INR 15 lakhs per annum.

Career Path

In the field of portfolio management, a typical career progression may include roles such as Portfolio Analyst, Portfolio Manager, Senior Portfolio Manager, and Chief Investment Officer. Professionals can climb the career ladder by gaining relevant experience, acquiring certifications, and demonstrating strong performance in managing portfolios.

Related Skills

In addition to strong financial analysis and investment management skills, portfolio managers are often expected to possess skills such as risk management, asset allocation, market research, and client relationship management. Proficiency in financial modeling, data analysis tools, and industry knowledge is also highly beneficial.

Interview Questions

  • What is your approach to building a diversified investment portfolio? (medium)
  • How do you evaluate the risk-return profile of potential investment opportunities? (advanced)
  • Can you walk me through a recent successful portfolio management strategy you implemented? (medium)
  • How do you stay updated on market trends and economic indicators that may impact investment decisions? (basic)
  • What is your experience with portfolio management software and tools? (basic)
  • How do you handle client communication and reporting in portfolio management? (medium)
  • Describe a challenging investment scenario you faced and how you resolved it. (advanced)
  • How do you assess the performance of a portfolio over time? (medium)
  • What regulatory considerations do you need to keep in mind when managing investment portfolios? (medium)
  • How do you prioritize investment goals and objectives for different clients? (medium)
  • Explain the concept of asset allocation and its importance in portfolio management. (basic)
  • How do you manage liquidity needs within a portfolio? (medium)
  • What is your experience with quantitative analysis in portfolio management? (advanced)
  • How do you handle market volatility and unforeseen events impacting investment portfolios? (medium)
  • Can you discuss a time when you had to make a difficult investment decision and how you approached it? (advanced)
  • How do you handle conflicts of interest in portfolio management? (medium)
  • What metrics do you use to track portfolio performance and measure success? (basic)
  • How do you assess the impact of economic factors on investment portfolios? (medium)
  • Explain the concept of modern portfolio theory and its applications in investment management. (advanced)
  • How do you approach client risk tolerance assessment in portfolio management? (medium)
  • What role do ethics play in portfolio management practices? (basic)
  • How do you manage currency risk in international investment portfolios? (medium)
  • Can you discuss your experience with asset management strategies in portfolio construction? (advanced)
  • How do you adjust investment strategies based on changing market conditions? (medium)
  • What is your long-term investment philosophy and how does it influence your portfolio management approach? (advanced)

Closing Remark

As you prepare for a career in portfolio management, remember to showcase your expertise, experience, and passion for the field during interviews. By mastering the necessary skills and demonstrating your capabilities, you can confidently pursue rewarding opportunities in this dynamic and competitive industry. Good luck!

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