3535 Portfolio Management Jobs - Page 2

and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount . With our presence across 32 cities across globe, we support 100+ clients acrossbanking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. WHY JOIN CAPCO You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry. MAKE AN IMPACT Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services. #BEYOURSELFATWORK Capco has a tolerant, open culture that values diversity, inclusivity, and creativity. CAREER ADVANCEMENT With no forced hierarchy at Capco, everyone has the opportunity to grow as we grow, taking their career into their own hands. DIVERSITY & INCLUSION We believe that diversity of people and perspective gives us a competitive advantage. MAKE AN IMPACT RoleCredit risk strategy analyst LocationBengaluru/ Pune/ Chennai/ Hyderabad/ Kolkata Experience5 - 12 years Work modeHybrid : Unsecured Strategy Development Prior experience in managing risk activities in retail lending. Min 5+ years exp experience in analytics specifically in the fields like Credit Risk Model Development, Strategy Development, Vintage profitability modeling, Portfolio Insights. Prior hands-on experience with development of acquisition risk strategy (Approve/Decline), account management strategy, strategy analysis, portfolio management & financial modelling would be mandatory. Technical expertise on SAS, Excel, Python etc. The incumbent would be expected to effectively explain the trends, adding meaningful insights on the back of relevant business knowledge. This role requires the incumbent to plan and execute the assigned projects/ analysis as per the agreed timelines and with accuracy and quality Demonstrate strong product / business knowledge and leverage the same to enhance quality of output by tying analysis back to business trends. Use the same to drive business benefits Support development and deployment of key analytical frameworks/strategies in line with business priorities. Provide actionable solutions for business problems including unstructured problems and ad-hoc queries with quick turnaround time WHY JOIN CAPCO You will work on engaging projects with some of the largest banks in the world, on projects that will transform the financial services industry. We offer: A work culture focused on innovation and building lasting value for our clients and employees Ongoing learning opportunities to help you acquire new skills or deepen existing expertise A flat, non-hierarchical structure that will enable you to work with senior partners and directly with clients A diverse, inclusive, meritocratic culture Enhanced and competitive family friendly benefits, including maternity / adoption / shared parental leave and paid leave for sickness, pregnancy loss, fertility treatment, menopause and bereavement NEXT STEPS If youre looking forward to progressing your career with us, please do not hesitate to apply. We are looking forward to receiving your application. To learn more about Capco and its people check out the website on www.capco.com Location - Bengaluru,Chennai,Hyderabad,Kolkata,Pune

Salary: 20 to 35 LPA Exp: 3 to 10 years Location: Bangalore/Gurgaon/Pune Notice : immediate to 30 days..!! Role and Responsibilities: Credit Risk /Fraud Risk Strategy: Role Details: The role is expected to use analytical tools to identify opportunities to grow overall assets as well as manage risk. It involves managing risk management framework across customer lifecycle acquisition, portfolio management and collections, across retail lending products. Responsibilities : - Design, analyze, monitor credit risk strategies for different loan products such as personal loans, auto loans, etc. - Identify the opportunity areas for portfolio growth and pro-actively communicate with stakeholders - Collaborate across other risk functions (example technology, product, etc.) to implement the analytical decisions - Understand existing underwriting rules, strategies and replicate them in business rules using SAS/SQL - Design and analyze income, employment, fraud verification strategies - Develop, maintain and improve risk policies, strategies, processes and procedures within the assigned function - Utilize application, bank and bureau information to derive business insights - KPI generation, tracking of risk and delinquency metrics for portfolios using SQL/Tableau

Are you ready to step into the world of global finance and be the voice that supports international clients Infosys BPM is looking for individuals to join their team in Bangalore for the position of Customer Support in the International Voice Process. This is an opportunity to work in a professional and elite customer support environment that focuses on Investment Management & Banking. As a Customer Support representative in the International Voice Process, you will be responsible for handling inbound calls and addressing queries from international customers. You will support global clients in areas such as Investment Banking, Portfolio & Wealth Management, assisting with account inquiries, transaction issues, and product support. Additionally, you will escalate complex cases through CRM/ticketing tools and collaborate with cross-functional global teams in a 24x7 setup to ensure exceptional service quality. The ideal candidate for this role should have strong English communication skills with a neutral accent, experience in voice-based customer service, and be confident, solution-oriented, and adaptable to night shifts. Full-time graduates with at least 1-4 years of experience in voice support are preferred for this position. Immediate joiners are highly preferred, and candidates should be willing to work from the office in a high-performance environment. Joining Infosys BPM offers you the opportunity to work with global financial leaders in a Fortune 500 environment. You will receive a competitive salary with shift allowances and incentives, fast-track onboarding, continuous learning, and career growth opportunities. The workplace is described as vibrant, inclusive, and performance-driven. If you are interested in launching your career in global finance, attend the Walk-In Drive at Infosys BPM Hiring Center on 22nd July 2025, from 10:00 AM to 1:00 PM. Bring your updated resume and walk in with confidence to be a part of a team that is redefining customer experience for the world's top financial institutions. Warm Regards, Talent Acquisition Team Infosys BPM Ltd. www.infosysbpm.com Transforming Talent | Empowering Careers,

As a Relationship Manager-First Wealth at IDFC FIRST Bank in Delhi, you will play a crucial role in managing and expanding the First Wealth portfolio. Your primary responsibilities will include developing and nurturing relationships with both existing and potential First Wealth clients, understanding their financial needs and goals, and offering them appropriate investment solutions. Your success will be measured by achieving sales targets, contributing to the growth of the First Wealth portfolio, conducting regular portfolio reviews, and keeping clients informed about their investments. Collaboration with other teams within the bank to cross-sell products and services, staying updated on market trends to provide timely investment advice, and ensuring compliance with all regulatory and internal policies and procedures are also key aspects of this role. To qualify for this position, you should hold a Bachelor's degree in Finance, Business Administration, or a related field, and have a minimum of 2 years of experience in retail banking, wealth management, or sales. A strong understanding of investment products and financial markets, excellent communication and interpersonal skills, a proven track record of meeting sales targets, the ability to work both independently and as part of a team, and knowledge of the local market and customer preferences in Delhi are preferred. IDFC FIRST Bank offers a competitive salary and benefits package, along with opportunities for career growth and development within the organization. If you are a self-motivated individual with a passion for sales and wealth management, we invite you to apply for this exciting opportunity and be a part of our team at IDFC FIRST Bank.,

The position in Corporate and Investment Banking involves providing corporate customers with a comprehensive range of commercial banking products and services, such as cash management, trade finance, and foreign exchange. Your role will focus on supporting the emerging market opportunity related to Ecosystem/B2S Lending by managing product policies and processes. You will be responsible for overseeing the product management and credit policies of Alternate Lending programs, including Ecosystem led partnerships and Big-to-small programs. This includes designing and managing SOPs for lending journeys with risk controls, portfolio management, and ensuring program compliance with digital lending guidelines. Your duties will involve devising new credit programs, creating SOPs for various lending programs, collaborating with stakeholders to launch lending programs, managing portfolio triggers and caps, and setting up risk controls for lending policies. Additionally, you will work on building digital journeys for credit programs, commercializing partnerships, and providing training programs for effective sales and marketing. The ideal candidate should have a minimum of 6-8 years of relevant experience, with expertise in Product Management, lending, trade finance, and digital. A preferred qualification would be an MBA in Finance/Marketing or CA/CFA from a Tier-1 institute. Key competencies required for this role include job knowledge, organizing skills, proactive attitude, effective communication, and strong interpersonal skills. Proficiency in MS-Word, PowerPoint, and Excel is essential for this role. You will collaborate with internal stakeholders such as IBG 4 Head, Product Head, RMG, GTS, and external Ecosystem partners. Demonstrating PRIDE values such as Purposeful, Innovative, and Decisive aligns with the culture and behaviors expected at DBS India.,

As a Mortgage Underwriter at our organization, your primary role will be to underwrite mortgage business and effectively manage the portfolio within the assigned branch or location. You will be responsible for reviewing and assessing a variety of complex loan applications, making decisions within defined guidelines, and recommending approvals to higher authorities when necessary. Your attention to detail and adherence to policies and procedures will ensure that agreed Service Level Agreements (SLAs) are met and that city/area business volumes are effectively managed. Personal discussions with customers are a key aspect of this role, as you will need to establish creditworthiness, ensure the completion of credit/KYC documents, and conduct verification through telephonic, field, and collateral visits. Your ability to assess income to obligation ratios, loan to value ratios, and understand the rationale behind these calculations will be crucial for evaluating loan performance over extended periods. Maintaining Portfolio MIS, Delinquency MIS, and other operational MIS reports for the cluster will be part of your regular responsibilities. Additionally, building and leveraging effective relationships with third parties to achieve the best outcomes for clients, resolving client queries, and striving for continuous process improvement are essential aspects of this role. You will be expected to critically review credit proposals, identify risks, ensure appropriate risk mitigation measures, and facilitate quick turnaround times for credit lending proposals related to mortgage business, including loans against property and home loans. Ongoing review of credit exposures, documentation of proposals, monitoring client and collateral creditworthiness, and managing the credit underwriting function of the branch will also be within your scope of responsibilities. A successful candidate for this position should hold a graduate or post-graduate degree, with certifications such as CA or MBA being preferable. Additionally, efficient follow-up and recovery of quick mortality cases within specified timelines will be part of your responsibilities in this role.,

The Portfolio Management department at Piramal Critical Care in Kurla, Mumbai is seeking a dynamic individual to join our team. As part of this role, you will be responsible for identifying, developing, and exploring new market opportunities aligned with critical care products for US hospital markets. Your main focus will be on developing a pipeline for US hospital markets and managing a portfolio of critical care products. Reporting to the Sr. VP and Global Head of Business Development and Strategic Alliances, you should have a minimum of 8 years of experience working in a pharmaceutical company, preferably in portfolio management, marketing, business development, licensing, or strategic analysis related to injectable, critical care, or other hospital drug products. Your primary responsibilities will include identifying and evaluating new product opportunities in the US hospital pharmaceutical market, developing forecasts, marketing strategies, and launch plans. You will also be tasked with monitoring the progress of potential new critical care products in Phase II and Phase III clinical trials for addition to PCC's pipeline. Additionally, you will contribute to strategic initiatives, develop business plans, and financial justifications for new product development, acquisitions, and licensing opportunities. Key competencies for this role include a deep understanding of the US generic market for hospital drug products, excellent communication and presentation skills, superior analytical skills, and a firm strategic understanding of the pharmaceutical industry. You should be a team player comfortable working autonomously in a global organization and have the ability to travel approximately one to two weeks per month. Piramal Critical Care (PCC) is a subsidiary of Piramal Pharma Limited (PPL) and is committed to delivering critical care solutions for patients and healthcare providers globally. PCC operates with a vision of sustainable and profitable growth, maintaining a wide presence across the USA, Europe, and more than 100 countries worldwide. With a rich product portfolio and state-of-the-art manufacturing facilities, PCC is focused on expanding its global footprint in the critical care space. At PCC, we value inclusivity and equal employment opportunities. Our decisions are based on merit, ensuring that all applicants and employees receive fair treatment in recruitment, selection, training, promotion, compensation, and other personnel matters. We are dedicated to providing equal opportunities for individuals with disabilities and those with religious observances or practices. Join us at Piramal Critical Care and be a part of our mission to provide quality critical care solutions while upholding ethical and values-driven practices.,

You are looking for a detail-oriented and analytical Research Associate to join our finance team in Kolkata, West Bengal. With 13 years of experience in Financial Services, Investment Advisory, Wealth Management, or Mutual fund industry, you will be responsible for conducting investment research, financial analysis, and market intelligence. Your primary responsibilities will include performing fundamental and technical research on various financial products, analyzing macroeconomic trends, sectoral developments, and company financials to provide insights, preparing research reports, investment notes, presentations, and market updates, tracking financial news, regulatory changes, and market movements, and supporting portfolio managers and analysts with research inputs. To excel in this role, you should hold a Bachelors or Masters degree in Finance, Economics, Commerce, or related discipline (CFA/MBA preferred), possess strong analytical and quantitative skills, be proficient in MS Excel, PowerPoint, and have knowledge of financial tools like Bloomberg, Refinitiv, or similar platforms. Additionally, you must have excellent written and verbal communication skills, attention to detail, the ability to work independently or in a team, and a keen interest in financial markets, investments, and wealth management. Knowledge of Equity, Mutual Funds, and Discounted Cash Flow (DCF) is required. Preferred qualifications include internship or work experience in investment research, equity analysis, or wealth advisory, along with certifications such as NISM, CFA Level 1, or equivalent. Remuneration for this full-time position will be competitive and based on your experience and qualifications. The work schedule is during the day shift, and the work location is in person.,

As a Zonal Manager at our organization, you will play a crucial role in overseeing the supply of independent hotels located throughout India. With more than 70000+ hotels contracted on our platforms, you will be responsible for enhancing the productivity of the portfolio, meeting or exceeding supply targets, and identifying market opportunities. You will guide the team to attain their Key Result Areas (KRAs) and develop strategic insights to improve business profitability. Your primary responsibilities will include leading meetings with C-level executives in independent hotels to foster engagement, collaborating with portfolio partners to provide expertise and recommendations based on industry best practices, and traveling across various cities to meet relevant decision-makers to expand the portfolio. You will review monthly production reports, conduct market visits, and create review reports to share market insights with hotels for driving unit growth. Furthermore, as a Zonal Manager, you will lead and inspire team members to achieve monthly KRAs and growth targets, assist in welcoming new hotel partners, and collaborate with the team to drive initiatives such as promotions and optimal pricing. Your role will also involve providing constructive feedback to the team, engaging in discussions regarding career growth, and guiding their professional development. To qualify for this role, you should hold an MBA from a reputed institute with 6 to 9 years of experience in sales, Travel Trade, Key Account Management, Contracting, or B2B Sales. Key success factors for this role include having a mindset focused on Return on Investment, strong communication and influencing skills, great interpersonal and stakeholder management skills, high energy levels, being a team player, and possessing a positive attitude. Proficiency in MS Excel and MS PowerPoint is essential for success in this role.,

The role requires you to take charge of generating and steering Working Capital Business and Portfolio Management activities through Branches and other Channels. Your primary responsibilities include strategic planning aligned with the department's business objectives, functional tasks such as generating business, reviewing application documents, coordinating with Credit Sanction Department, ensuring disbursement, monitoring portfolios, visiting customers, obtaining stock statements, and managing account renewals. Internally, you will be responsible for monitoring processes to maintain Service Level Agreements and Turnaround time, preparing accurate reports for management and statutory bodies, ensuring adherence to standard operating procedures and statutory guidelines, and fostering the team's professional development and compliance standards. Additionally, you will identify training needs and ensure completion of mandatory training programs for yourself. You may also be assigned other responsibilities as standalone projects or regular tasks, which will be reflected in your primary responsibilities following agreement between you, your reporting officer, and HR. Key interfaces for this role include internal stakeholders like Cluster Head - MSME, Head - Branch Banking, Head Retail Assets, and MIS Department, as well as external interfaces such as Auditors, External Consultants, and Customers.,

As a highly driven and detail-oriented Portfolio Manager, you will be responsible for managing and supporting investments across early to growth-stage startups. Your primary role will involve maintaining deep relationships with portfolio founders, monitoring performance, and enabling strategic value creation. Your key responsibilities will include: - Portfolio Management & Monitoring: Track, analyze, and report the performance of portfolio companies in terms of financial, operational, and strategic KPIs. Develop and maintain internal dashboards and MIS systems. Prepare quarterly/annual reports and presentations for LPs and internal stakeholders. - Founder & Stakeholder Engagement: Act as the primary point of contact for portfolio companies. Support founders with strategic guidance, hiring, partnerships, fundraising, and operations. Identify and facilitate value-creation opportunities by making introductions to clients, investors, mentors, etc. - Governance & Compliance: Coordinate board meetings, prepare minutes, and track key actions. Ensure compliance with investment covenants, reporting obligations, and corporate governance norms. Collaborate with legal, tax, and audit advisors for portfolio-level support. - Fund Operations (optional depending on scope): Assist in internal fund processes such as fund audits, investor reporting, and capital calls. Collaborate closely with investment and legal teams during new investments or follow-ons. - Customer Support for query resolutions: Support investors and founders with their queries related to fund updates, business updates, and any preemptive/exit updates. Maintain good business harmony to streamline the business and reduce noise to improve CSAT and NPS. Ensure SLAs are in place. - Exit/Preemptive and Shutdown related formalities: Assist investors and founders with any events related to exit from the business. Be knowledgeable about processes like Exit, Shutdown process, and related compliance obligations to create transparency in the system. Qualifications & Skills: - 4-8 years of experience in venture capital, private equity, consulting, corporate strategy, or startup operations. - Strong financial modeling and business analysis capabilities. - Excellent communication and interpersonal skills to effectively work with founders and stakeholders. - Prior exposure to the Indian startup ecosystem is highly preferred. - CA/MBA or CFA/CPA is a plus.,

The role of QR Risk Lead at our organization involves evangelizing and demonstrating the value and impact of risk analytics for informed business decision making. You will be responsible for developing and deploying analytical solutions, providing data-driven insights to business stakeholders, and addressing various business challenges effectively. An ideal candidate for this role should have 13 to 18 years of experience in the risk field with strong expertise in risk management, specifically in fraud prevention, detection, and mitigation. Additionally, you will be overseeing the lifecycle management of customer onboarding, monitoring, portfolio management, and compliance. We are looking for a creative and dedicated individual who can thrive in our collaborative culture and work effectively with diverse teams and functions on a daily basis. The ability to coordinate with other departments to ensure project compatibility, develop comprehensive project plans, and program manage initiatives for technology improvements is crucial for this role. As the QR Risk Lead, you will be expected to track program/project performance, analyze the successful completion of short and long-term goals, and encourage the use of common services to enhance development speed and execution efficiency. Strong leadership, smart thinking, clear communication, and exceptional stakeholder management skills are essential. Experience in policy formulations, portfolio management, risk analytics, data-backed decision-making, loss models, regulatory environment, and team management is highly desirable. The successful candidate will be entrusted with the end-to-end management of the consumer risk function, owning the P&L, and fostering an appropriate risk culture within the team. If you are the right fit for this role, we believe in creating wealth for you. With over 500 million registered users, 21 million merchants, and a wealth of data in our ecosystem, we are uniquely positioned to democratize credit for deserving consumers and merchants. This presents an exciting opportunity to be a part of India's largest digital lending story. Join us and contribute to this evolving narrative!,

The primary responsibility of this role is to analyze commercial and technical data of electrical components and assemblies to generate, support, and execute different types of cost-out and resiliency projects. You will be required to develop and execute category-wise strategies in close collaboration with various cross-functional teams including Global Procurement Organization, product development teams, product line teams, global sourcing teams, and suppliers worldwide. Your tasks will also include improving engineering data for various electrical components or sub-assemblies associated with LV and MV products and contributing to the development of data libraries. You will play a crucial role in reducing new product development times by suggesting cost-effective and technically compatible products from strategic suppliers within the category. Leveraging data analytics, engineering fundamentals, product design and development knowledge, and ideation principles will be essential for creating new project opportunities. Your responsibilities will include: - Conducting data analysis, both technical and commercial, to identify cost-out opportunities through resourcing, negotiation, and VAVE - Collaborating cross-functionally to create and execute enterprise-level category strategies, enhancing supply chain resilience and achieving cost savings - Establishing data banks for specified electrical products in coordination with contractual engineers - Using engineering fundamentals, product design, and development knowledge to generate and implement VAVE ideas - Collaborating with global sourcing teams, supply chain managers, and suppliers to develop new suppliers from India and across the globe - Working with various teams such as Should Costing, Sourcing, TCO, and plant buyers to address technical queries and constraints from suppliers and internal customers - Collaborating with product development teams and product line managers to identify cost-effective components from strategic suppliers for new product introductions - Visiting vendors to ensure timely delivery and product quality - Mentoring and coaching junior team members on technical and soft skills Qualifications: - Required: Bachelor's/Master's Degree in Electrical Engineering - 6 years of experience with a Bachelor's degree or 5 years of experience with a Master's degree Skills: - Hands-on experience in the design and development of electrical products and subsystems in LV/MV - Experience in cost-out projects and exposure to Supply Chain Management Required Skills: - Strong knowledge of electrical products such as fans, motors, switches, relays, meters, circuit breakers, etc. - Experience in electrical product design, development, and testing - Hands-on experience in supplier identification, selection, and development - Creating cost-out projects using engineering fundamentals, design basics, product knowledge, and data analytics - Experience in implementing cost-out (resourcing, VAVE) projects - Knowledge of various standards applicable to electrical products Additional Skills: - Strong project and portfolio management skills, with the ability to handle multiple projects and lead effectively - Ability to work and interact with global cross-functional and cross-cultural teams - Good interpersonal, communication (oral and verbal), and presentation skills - Proficiency in data analytics, strategic and conceptual thinking - Ability to influence without authority, show learning agility, and a great drive for results,

We are looking for a senior software/data warehouse engineer who can balance technology skills with financial domain knowledge and good communication skills. The right candidate would be able to own their projects from start to finish and interact directly with their business constituents in accounting, asset management, operations, or trading. This is a great opportunity to be a part of a large-scale proprietary fintech platform while honing one's technical skills and learning the private credit business. Ideal candidates will be organized, analytical, self-motivated, resourceful, and able to work effectively with all internal functional groups. Responsibilities: Collaborate with Arenas CTO/Head of Software Development on the design and development firm's data warehouse and business intelligence (BI) systems, ensuring data is integrated, clean, and structured for effective analysis and reporting. Implement and optimize ETL (Extract, Transform, Load) processes to integrate diverse data sources (including trading systems, financial market data, portfolio management platforms, and external data feeds). Develop and manage data pipelines, data models, and reporting frameworks to meet the growing needs of the business. Explore leveraging ML/AI methodologies to innovate data analysis and processing. Lead and mentor a team of data developers and analysts, providing technical guidance, conducting code reviews, and ensuring adherence to best practices. Education: Bachelor's or Master's degree in Computer Science, Information Technology, Data Science, Engineering, or a related field. Relevant certifications (e.g., Microsoft Certified: Azure Data Engineer, Google Professional Data Engineer, or similar) are a plus. Requirements: Bachelor's or Master's degree in Computer Science, Information Technology, Data Science, Engineering, or a related field. Relevant certifications (e.g., Microsoft Certified: Azure Data Engineer, Google Professional Data Engineer, or similar) are a plus. 10+ years of experience in data development, with at least 3 years in a leadership or senior development role focused on data warehousing, analytics, and business intelligence. Expert in Microsoft SQL Server and related concepts (T-SQL, Stored Procedures, Reporting Server, ETLs, data transformation). Experience (even at a classroom level) of cloud-based data solutions (e.g., Snowflake, DataBricks, AWS Redshift, Google BigQuery) a plus. .Net Technology stack including C#, Entity Framework, MS-SQL, etc. Hands-on experience with analytics and reporting tools (e.g., Power BI, Tableau, etc). Familiarity with ML/AI concepts/libraries a plus. Experience working in the financial services or investment management industry, with an understanding of financial data, trading systems, portfolio management, and risk management. Comfortable with Agile/Scrum SDLC. Excellent communication and project management skills. Strong attention to detail. Benefits: 100% Company-paid medical benefits.,

As a Relationship Manager within the Institutional Banking Group, you will play a crucial role in providing corporate customers with a wide array of commercial banking products and services. Your responsibilities will include selling cash management services, current accounts, time deposits, trade finance, working capital finance, term loans, and foreign exchange solutions to both existing and new clients. Your main objective will be to support Relationship Management teams by assisting in various activities. This includes preparing and submitting Credit Memos to CCG, handling documentation formalities in collaboration with clients and CCU, aiding RMs in completing Legal & Valuation reports, following up on overdue accounts, and providing client servicing support by coordinating with internal units. Additionally, you will be responsible for identifying early warning signs within the portfolio, managing existing client portfolios, exploring cross-selling opportunities for transaction banking products, and helping the team detect any potential risks. Key responsibilities will encompass preparing accurate credit proposals, maintaining close relationships with the Business Unit to ensure IBG deliverables are met, conducting need-based meetings with customers to understand their business and risks, cross-selling additional products such as trade, cash, and foreign exchange, monitoring portfolios for irregularities, ensuring compliance with regulatory reporting, enforcing risk management guidelines, minimizing bad debts & NPAs, enhancing customer retention and increasing wallet share, monitoring complaints and service quality, and communicating key messages to customers effectively. In terms of qualifications, you are expected to have 5-8 years of experience in sales or sales support activities, with 2-3 years specifically in business banking and/or cash management. A proven track record in asset business within the SME/Business Banking segment is crucial, along with knowledge of competitors and the marketplace. An MBA or CA with relevant banking experience is preferred for this role. Core competencies required include excellent written and verbal communication skills, strong analytical abilities, self-motivation, results orientation, relationship building skills, understanding of competitor products, and comfort in handling tight deadlines. Technical competencies should include a sound understanding of asset products, associated technology platforms, operational procedures, regulatory guidelines, local laws, KYC requirements, anti-money laundering policies, financial markets, and competitor offerings. You will closely interact with Relationship Managers, Branch Managers, and various stakeholders to ensure consistent onboarding of high-quality customers and reliable service delivery. This role at DBS India emphasizes a culture of valuing all employees, fostering continuous professional development, flexible working, and opportunities for growth within an inclusive and diverse environment. The expected behaviors include demonstrating business performance, ensuring customer focus, building pride and passion, enhancing self-knowledge and skills, and maintaining the highest standards of honesty and integrity.,

The role is focused on the overall development of the target Architecture by defining the technology roadmap for the business/domain. As the subject matter expert for a specific domain, the primary responsibilities include developing architectural applications for new deals, creating enterprise-wide business/domain architecture deliverables, and identifying opportunities to utilize high-level business and operating models. Contributing to the Target Architecture involves developing and maintaining the technology roadmap for the area of expertise, ensuring alignment with the Business Strategy, and recognizing innovative technology uses to enhance performance measures. Collaborating with IS and business stakeholders is essential to drive the development and adoption of the target architecture, establish domain-specific standards and strategies, and guide solutions from concept to delivery. The role also entails overseeing product/platform engineering, protocol map development, and virtualization based on business solution requirements. Applying architectural and engineering concepts to design scalable, secure, reliable, and maintainable solutions is crucial. Leading research and development efforts, defining migration plans, and providing technology consulting are key aspects of the role. Additionally, the responsibilities extend to analyzing technology environments, setting collaboration solutions for data management, providing technical leadership in implementing custom solutions, and ensuring alignment with enterprise architecture standards. Collaborating with sales and delivery teams, tracking industry trends, and creating Intellectual Property are also important facets of the role. Competency building, team management, stakeholder interaction, and performance management are integral parts of the role. Ensuring completion of trainings, developing Proof of Concepts, mentoring team members, and driving engagement initiatives are essential for success. Interacting with internal and external stakeholders, managing resources, and supporting talent transformation are key elements of the role. The role requires a high level of expertise in domain/industry knowledge, market intelligence, systems thinking, leveraging technology, asset reusability, and technical knowledge. Behavioral competencies such as stakeholder management, innovation, client centricity, and execution excellence are crucial for effective performance. Performance parameters for the role include supporting sales teams, delivering projects as per cost and quality, developing capabilities, building practices, and managing teams effectively. These parameters are measured based on various factors such as proposals quality index, delivery satisfaction, capability development, practice building, and team management metrics.,

As an experienced Strategy & Operations Leader at Cisco, you will be instrumental in driving strategic planning, operational excellence, and program and portfolio management across the Services & Logistics (S&L) organization in Supply Chain Operations. You will serve as a trusted advisor to S&L leadership, ensuring alignment between strategy and execution to achieve business objectives and deliver measurable impact on priorities. Collaborating with VP and senior leadership, you will define and refine the organization's vision, goals, and strategic priorities. By developing actionable targets and translating strategy into measurable results, you will spearhead executive discussions and implement vision for norms within the organization. Your role will involve designing, implementing, and optimizing processes to enhance efficiency and scalability, as well as establishing and tracking key performance indicators to measure organizational performance. Leading a team of project and change professionals, you will focus on S&L wide critical initiatives and projects. Upholding standards & governance, standard practices, and fostering a robust community of practitioners will be essential. Additionally, you will cultivate leadership growth, foster a culture of accountability, innovation, and high performance, and promote collaboration and communication across functions and levels to drive collective impact. Your responsibilities will include driving innovation and continuous improvement by identifying opportunities to enhance performance through technology, process improvements, and other innovative practices. By serving as a liaison between functions, you will bring forth new ideas and programs that drive ongoing innovation and continuous improvement. The ideal candidate will have 15+ years of experience in strategy, operations, project and portfolio management, with a demonstrated track record of leading teams. Experience in service supply chain and logistics is required. Strong problem-solving skills, exceptional communication, partner management, and project management skills are preferred qualifications. Join us at Cisco, where we are revolutionizing how data and infrastructure connect and protect organizations in the AI era and beyond. With a focus on innovation and collaboration, together we can create solutions that power how humans and technology work together across the physical and digital worlds. As part of our team, you will have limitless opportunities to grow and build impactful solutions on a global scale. At Cisco, our power starts with you.,

Dear Candidate, We are excited to announce that we are conducting Walk-in drive especially for Female candidates in South Bombay Location. Role:-YES First Relationship Manager & Premia Relationship Manager Roles CTC:- As per industry Experience:- Min 2 years to 8 Years Location:- South Bombay Branches Please find Job Description below. Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. If interested kindly attend the walk-in interview. Females with career gaps are also welcome. Regards, Manisha Gupta HR

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably in retail mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of mortgage products and services. Provide exceptional customer service and support to clients throughout the mortgage process. Stay updated on market trends and competitor activity to stay ahead in the competitive landscape. Achieve sales targets and contribute to the growth of the bank's retail mortgage portfolio. Job Requirements Proven experience in relationship management, preferably in the BFSI industry. Strong knowledge of retail mortgages and related products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is an advantage.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Job Requirements Strong knowledge of micro mortgages and related products is essential. Excellent communication and interpersonal skills are required to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to analyze complex financial data. Experience working in the BFSI industry, preferably in micro mortgages, is preferred. Ability to work collaboratively as part of a team to achieve common goals.

We are looking for a skilled Relationship Manager to join our team in the retail mortgages sector. The ideal candidate will have 3 years of experience and be based in Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their mortgage needs and provide tailored solutions. Conduct thorough analysis of client financial situations to determine the best course of action. Collaborate with internal teams to ensure seamless execution of mortgage loan processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with industry trends and competitor activity to identify new business opportunities. Achieve sales targets and contribute to the growth of the bank's retail mortgage portfolio. Job Requirements Proven experience as a Relationship Manager in retail mortgages or a related field. Strong knowledge of mortgage products, including features, benefits, and risks. Excellent communication and interpersonal skills to build strong client relationships. Ability to analyze complex financial data and make informed decisions. Strong problem-solving skills to resolve client issues and concerns. Experience working in a fast-paced environment and meeting sales targets.

ROLE PURPOSE & OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details. Call Handling as per desired standards. Fulfilling customer service requirements and deepening relationships. Creating the opportunity to provide financial solutions to customers via cross-sell and upsell. Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients. Seek out new business opportunities for the clients while advising them on products or services that best fit their needs. FINANCIAL SIZE NON-FINANCIAL SIZE 50000 to 200000 TRV customers portfolio management 12 to 20 Lakhs value generation All assets and liabilities products and services handled 130+ calls handled per day Manage 3000+ customer portfolio KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Continuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer (Both Internal & External) Call handling as per defined standards (Both Service & Sales) Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal Process Achieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions & requests Adherence to set processes of updating customer interactions in CRM next Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank Qualifications Graduate in any discipline Experience (Years and Core Experience Type) 1+ years of experience; fresher can be considered if they possess the required educational qualifications and aptitude. Functional Skills Relationship Management Sales Banking Customer Relationship Upselling and Cross Selling Behavioral Skills Good communication skills both oral and written Good interpersonal management skills Problem solving skills Decision making ability Competencies Banks Product Knowledge Planning and Organizing Skills

ROLE PURPOSE & OBJECTIVE This role is responsible for Credit analysis along with training of junior credit analyst/RMs. The incumbent will manage the best quality of assets/investments generated by FIG/Treasury in accordance with regulatory standards. SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Managing loan / investment portfolio of ~Rs2000 crores across FIG/Treasury vertical. Training junior analyst PAN/RMs India. KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Ensuring complete credit under-writing and due diligence of the existing as well as prospective client within defined TAT Ensuring best quality of portfolio / investment of FIG/Treasury through Regular review of portfolio / covenant breaches Training of Junior Credit Analyst /RM Provide development opportunities to the team and ensure career paths and succession plans are charted out, reviewed and updated Handling Internal/Statutory/RBI audit in coordination with various other teams Handling Compliance related issues Customer All NBFCs/MFIs/Corporate entities/Banks/Broking entities in the portfolio being managed. Client meeting to understand their on-ground functioning & actual performance while reviewing any proposal. Internal Process Writing notes adhering to internal policies & RBI guidelines on Lending/investments to NBFC/MFIs/Corporates/Banks/Broking entitiesof bank. Review & updation of internal policies of the group at regular interval. Regular monitoring of portfolio & covenants Innovation & Learning Updated with latest developments in the market & informing the same to all relevant stake holders at appropriate time. MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications CA/MBA Finance Experience Min 6-8 years experience (Banking/NBFC experience) Functional Skills The candidate preferably should have working experience of min 4-5 years in credit appraisal of NBFCs/MFIs/HFCs/Corporates/Banks/Broking entities. The candidate should be well verse in detailed financial analysis, analytical tools and overall risk assessment measures. The candidate should have good communication skill (written as well as oral) The candidate should be well versed with different lending structures being offered to NBFCs/MFIs/Corporates/Broking entities and should have good understanding of regulatory guidelines and general sense of market events. The candidate should be well verse with necessary regulatory guidelines on lending/investment to NBFC/Corporates/Banks/broking entities. The candidate should be able to check market standing of the borrowers in the portfolio through his off-market contacts. Behavioral Skills Disciplined, analytical thinking, team leading abilities, Inter-personal skills, self-motivated & Proactive approach KEY INTERACTIONS INTERNAL EXTERNAL Risk FIG/Treasury Compliance Legal RBI/Statutory/Internal Auditors Clients

Branch Relationship Manager (BRM) Roles & Responsibilities: Build and manage customer relationships, drive sales of banking products, acquire new clients, ensure customer satisfaction, handle day-to-day branch operations, and maintain compliance with banking policies.

Job Profile: Branch Relationship Manager (Liabilities) (HNI) CASA Acquisition Retail Branch banking Portfolio Management & HNI Profile. A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.