3863 Portfolio Management Jobs - Page 5

The role of a Personal Loan Policy Manager involves processing, implementing, and developing risk strategies for the personal loan business. You are responsible for creating a robust risk framework that includes risk identification, assessment, mitigation, tracking, and reporting. Managing portfolio risk to maintain overall business losses is a critical part of your role. You will be required to monitor portfolio delinquencies at a micro level, identifying segments, locations, channels, profiles, and proposing policies/strategies to enable business growth while controlling risks. Evaluating products/programs/policies in line with regulatory guidelines and building strong risk controls across all spectrums is an essential aspect of the job. As a Personal Loan Policy Manager, you will assess scorecards and formulate policies/strategies based on scorecard evaluations. Implementing technological interventions such as scorecards, digital journeys, and automations is part of your responsibilities. Utilizing analytics to track various risk key performance indicators (KPIs) against defined risk appetites is crucial. You are expected to recommend improvements to processes and policies to drive operational efficiencies. The ideal candidate should have a minimum of 10 years of experience in a similar policy role, knowledge of policy frameworks related to personal loan products/unsecured products, excellent language skills, and effective communication abilities. Additionally, experience in team management, coordination with stakeholders, proficiency in data analytical tools like SAS/SQL & Python, and familiarity with Powerbi tools for visualization are required. Strong analytical skills are a must for this role.,

As a professional in this role, you will be responsible for providing expert advice to clients on stock market trends, investment strategies, and portfolio management. Your key duties will include conducting in-depth analysis of financial markets, various instruments, and client requirements to tailor personalized investment plans. You will also be executing trades on behalf of clients across different exchanges and platforms. It is essential to stay well-informed about regulatory changes and compliance standards within the stock broking industry to ensure adherence. The ideal candidate for this position should possess 1-2 years of experience in equity broking or a related field, with a solid grasp of stock market dynamics such as trading hours, settlement processes, and risk management techniques. Exceptional communication skills are crucial for effectively engaging with clients from diverse backgrounds. You should also demonstrate the ability to work independently with minimal supervision, all while achieving set sales targets and contributing to revenue growth. This is a full-time position that offers benefits like Provident Fund. The work location for this role is in person. If you meet the requirements and are looking to leverage your expertise in stock broking to provide valuable insights and assistance to clients, we encourage you to apply and be part of our team.,

You will be responsible for overseeing the business and distribution operations of the REG business segment within the Business Lending Group, focusing on complex geographical locations characterized by larger areas with multiple districts and diverse business dynamics. The REG business segment serves MSME clients with turnovers up to INR 30 Crs. Your primary objectives will include meeting overall portfolio and revenue targets, managing key strategic relationships with channels such as Branch and other relevant channels to generate leads, building a profitable franchise for SMEs, and implementing strategies to manage and prevent slippage while maintaining portfolio quality.,

As the Director of Wealth at Borderless, your primary responsibility will be to drive the development and expansion of the Borderless wealth management division. This role entails ensuring the delivery of high-quality investment solutions and client-centric financial planning services. To excel in this position, you must possess a deep understanding of portfolio management, regulatory compliance, and investment advisory. Additionally, you will be leading a team of relationship professionals, guiding and supporting them in their roles. Your key responsibilities will include: - Strategic Leadership: Develop and implement a wealth management strategy that aligns with Borderless" global investment vision. - Distributor Management: Collaborate with Borderless channel partners, typically large financial services companies in India, to facilitate the introduction of global investing products to their clients through relationship managers and advisors. - Client Advisory & Relationship Management: Act as a trusted advisor to high-net-worth individuals (HNIs) and institutional clients, offering expertise on global wealth diversification and investment opportunities. - Portfolio & Investment Management: Supervise client portfolios, introduce them to global asset classes, and assist in making and managing investments in identified products. - Market Research & Product Insights: Work closely with Product Research teams to anticipate global market trends, regulatory changes, and emerging investment opportunities. This will involve curating unique global products tailored to Borderless" HNI clientele. - Team Development: Recruit, mentor, and lead a team of wealth advisors, fostering a culture of high performance and professional growth. To be considered for this role, you should meet the following requirements: - Hold a Bachelor's degree in Finance, Economics, or a related field; an MBA or relevant advanced degree is preferred. - Have at least 8 years of experience in wealth management, investment advisory, or financial services, with a minimum of 3 years in a leadership position. - Possess strong expertise in global investment products, asset allocation, and portfolio management strategies. - Demonstrate a proven track record of building and maintaining relationships with high-net-worth individuals and institutional clients. - Exhibit knowledge of compliance frameworks, risk management, and regulatory standards. - Hold professional certifications such as CFA, CFP, or equivalent, which are highly desirable. - Showcase excellent leadership, communication, and analytical skills. This job opportunity was posted by Nayana K from Stockal.,

The Sales Manager-Used 2 Wheeler Loan in the Retail Banking department will play a key role in expanding the Two-wheeler lending business in a specific area by meeting the banking requirements of customers efficiently and leveraging technology effectively. This position involves close collaboration with various teams including Retail - Product Head, Operations, Sales, IT, Credit, and BIU. The primary objective is to deliver a seamless and satisfactory customer experience with the aim of establishing IDFC First as the preferred bank for all banking needs. Responsibilities include acquiring customers for Two-Wheeler loans within the designated segment, generating references from the specified area, growing the Assets Under Management (AUM) for Two-Wheeler loan products, and meeting revenue, cost, profitability, and portfolio quality targets. The Sales Manager will work closely with the Product Head to offer customers top-tier funding solutions and ensure appropriate incentives for key Direct Sales Team members. Additionally, the role involves maintaining a high-quality loan portfolio by minimizing delinquency and rejections, possessing in-depth knowledge of retail assets, products, and operations, identifying market trends, developing channels for business acquisition, and delivering exceptional customer service. The Sales Manager is tasked with designing a customer journey that leads to customer satisfaction and loyalty towards IDFC FIRST as their primary banking partner. Adherence to internal compliance and regulatory frameworks is also crucial for successful business operations. The ideal candidate should hold a graduation degree and have at least 2 years of relevant experience in the field.,

The role of Head of Credit for Corporate Finance at our client, a leading NBFC organization, involves leading the credit strategy and ensuring robust credit risk management for business units including SME, Supply Chain, and Leasing. Your responsibilities will include developing and implementing credit strategies tailored to specific business segments, collaborating with the executive team to align credit objectives with the company's strategy, and ensuring compliance with regulatory requirements. You will be responsible for designing and maintaining a comprehensive credit risk framework, overseeing the assessment and approval of credit proposals, and monitoring portfolio performance to identify potential risks and take corrective actions. Operational excellence will be a key focus, including establishing streamlined credit evaluation processes, implementing robust credit scoring models, and collaborating with the collections team for effective recovery strategies. As a leader, you will build and lead a high-performing credit team, foster a culture of accountability and innovation, and provide continuous training on emerging trends in credit risk management and financial technologies. Stakeholder engagement is also essential, involving close collaboration with sales, product, and finance teams to develop risk-adjusted products, as well as liaising with regulators, auditors, and other stakeholders on credit-related matters. The ideal candidate will possess professional qualifications such as CA/CMA/MBA&PGDM from a premium college or equivalent, along with a minimum of 15+ years of experience in credit risk management, preferably in SME/WC/MTL, Supply Chain Finance, and leasing domains.,

The role of Associate Relationship Manager in the Branch Banking department involves managing and building a portfolio of key clients. This is achieved by engaging with clients and providing them with need-based solutions to increase their existing share of wallet. Acquiring High Net Worth Individuals (HNI) customers and on-boarding them to the Privilege Program is also a key responsibility. The Associate Relationship Manager is expected to deepen existing banking relationships by cross-selling products and solutions. It is essential to ensure compliance with branch Standard Operating Procedures (SOP) and maintain control in sales and service activities. Acting as an interface between the bank and its key customers is crucial to provide complete banking solutions, portfolio management, wealth management, and exceptional customer service. In addition to the primary responsibilities, the Associate Relationship Manager is required to regularly conduct activities in the catchment area to acquire HNI customers and enhance the visibility of IDFC First Bank. Participation in Key Central Initiatives and seeking referrals from existing customers are also part of the role. Collaboration with other team members and support functions is essential to provide a wide range of products and service offerings to customers. The ideal candidate for this role should hold a graduation degree in any discipline.,

Are you a high performing Sales Head with a significant track record of generating business and revenue in the insurance industry Do you possess a deep understanding of sales strategies and excel at coaching and developing team members If so, we are seeking a dynamic individual like you to join our team. We are currently looking for a Vice President Sales to lead our sales efforts at a Leading Insurance & Broking Company in Hyderabad. The ideal candidate will be responsible for achieving customer acquisition and revenue growth targets. Key Responsibilities: - Foster a performance-driven sales culture within the team - Cultivate and manage key prospect relationships and develop a penetration strategy for existing clients - Meet sales targets within the assigned territory - Develop and implement strategies to achieve sales targets and expand the customer base - Align sales objectives with the overall business strategy through strategic planning, sales strategy development, forecasting, resource planning, and budgeting - Focus on building Distribution, Visibility, and Volumes through the Traditional Channel - Drive a profitable business in the assigned region/location and exceed revenue targets - Develop and execute strategic plans to achieve organizational business goals - Oversee the P&L and ensure financial targets are met - Lead and motivate the team to accomplish organizational objectives Key Requirements: - Bachelor's degree in business/marketing or insurance; PG qualification or additional degree in insurance is a plus - 10-15 years of relevant experience in sales, with a proven track record of building relationships and achieving high customer satisfaction - Strong leadership and negotiation skills, along with excellent written and oral communication abilities - Ability to engage with C-Suite executives - Profound knowledge of the insurance industry, including operations, underwriting philosophy, risk assessment, premium rating, and loss trends - Experience in managing complex portfolios, including insurance portfolios Proposed CTC: The salary offered will be competitive and based on the candidate's experience. It will not be a limiting factor, and further details can be discussed during the interview process.,

We are looking for a competitive and trustworthy Senior Relationship Manager to help us build up our business activities. Your responsibilities will include discovering and pursuing new sales prospects, negotiating deals, and maintaining customer satisfaction. Your role requires a deep understanding of financial markets and researching suitable investment opportunities for clients. Responsibilities: 1. Investment Advisory - Provide expert guidance on mutual funds, market trends, and investment strategies. 2. Mutual Fund Sales & Business Development - Identify and acquire new clients, drive sales of mutual funds, and achieve business targets. 3. Client Relationship Management - Build and maintain strong relationships with existing and potential clients. 4. Portfolio Management - Analyze client portfolios, suggest fund allocations, and ensure optimal returns. 5. Market Analysis - Stay updated on financial markets, regulatory changes, and industry developments. 6. Cross-Selling & Upselling - Promote other financial products and services based on client needs. Requirements: 1. Proven experience of minimum 2 years in acquiring and selling financial products (Mutual Funds, Insurance) to HNIs 2. Effective communication skills (both oral and written) 3. Natural flair for sales and investments 4. Valid certification of NISM V A is a plus

Hiring Client Relationship Manager (Bangalore/Hyderabad) for a leading digital trade finance platform. Manage corporate clients, drive SCF growth, and ensure smooth operations. Immediate joiners or 30-day notice preferred. Onsite role. Ask ChatGPT

1.Formulate portfolio policy for the respective products, focusing on healthy organic portfolio growth through existing and in-process portfolio programs 2. Work with the Policy team to provide supporting data analysis in setting risk appetite for the product 3. Partner with risk/ops counterparts and the business in managing the portfolio to achieve plan numbers and product sustainability 4. Responsible for day-to-day activity such as data base generation, MIS/reporting generation, portfolio analysis and policy monitoring 5. Work with risk/ops counterparts and the business to ensure correct policy implementation on an operational level 6. Provide supporting data analytics at on portfolio level and segment level for the purpose of monitoring policy adjustment to policy with the ultimate goal of managing risk and maximizing rewards 7. Partner with Risk MIS team, provide supporting data for Credit Risk Reporting and Portfolio Quality Review Reporting, as well as ad-hoc reporting as needed 8. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the organisation by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Portfolio Oversight : Manage the unsecured loan portfolio, ensuring effective collection strategies are in place. Collection Strategies : Develop and implement efficient recovery strategies to minimize delinquencies and improve recovery rates. Risk Management : Assess and mitigate risks associated with unsecured loans, ensuring compliance with regulatory guidelines. Team Leadership : Lead and train a team of collection agents, ensuring they meet performance targets. Legal Coordination : Collaborate with legal teams to initiate recovery procedures for delinquent accounts.

This role is primarily responsible for collections and recovery of overdue payments from customers in identified stressed accounts to maximize overall profitability Minimum relevant experience in SME collections Secured/Unsecured products in Banks or NBFCs for minimum 2 years Handled inhouse and outsourced collection setup including agency management and handling team Ensure collection and recovery in identified stressed accounts with focus on critical NPA cases Continuously monitor collection recovery status and take corrective actions to ensure closure of critical NPA cases in the assigned zone Ensure collection and recovery for identified accounts and periodically monitor the processes to enhance efficiency in collections Execute plans as per the MIS reports on number of cases current portfolio size security deposition etc of critical NPA cases and strategize collections and recovery based on forward flow backward flow resolution bucketing etc Regular follow up with customers for settlement and collection payment Undertake necessary actions in coordination with the legal department for cases that need to be restructured repossession of asset and for the booked loss cases that can be recovered through legal intervention

This role is primarily responsible for collections and recovery of overdue payments from customers in identified stressed accounts to maximize overall profitability Minimum relevant experience in SME collections Secured/Unsecured products in Banks or NBFCs for minimum 2 years Handled inhouse and outsourced collection setup including agency management and handling team Ensure collection and recovery in identified stressed accounts with focus on critical NPA cases Continuously monitor collection recovery status and take corrective actions to ensure closure of critical NPA cases in the assigned zone Ensure collection and recovery for identified accounts and periodically monitor the processes to enhance efficiency in collections Execute plans as per the MIS reports on number of cases current portfolio size security deposition etc of critical NPA cases and strategize collections and recovery based on forward flow backward flow resolution bucketing etc Regular follow up with customers for settlement and collection payment Undertake necessary actions in coordination with the legal department for cases that need to be restructured repossession of asset and for the booked loss cases that can be recovered through legal intervention

Role & responsibilities a. Investments: - Proactively source investment opportunities by building relationships within the startup ecosystem, including founders, incubators, and accelerators. - Assist in evaluating potential new investments in a wide variety of sectors (both stand along and strategic for the group) such as AI, Big Data, ML, Med-tech, Biotech, High-tech among others (Investments could be both in listed and unlisted stock, directly or indirectly (through funds), in India or overseas) - Assist in compiling investment memos, financial models, and other deal related material to make an informed investment recommendation. - Assist in arriving at the valuation of the prospective investment companies by looking at cash flows, comparable and any other relevant method. - Assist in negotiating term sheets and other legal documents for the funds. - Assist in undertaking due diligence of existing and new partner organizations. Focus geographies include India, US & Israel (this is not an exhaustive list). - Assist in managing the process of deal documentation, legal review, financial administration by working closely with Tax, legal and secretarial departments as relevant. b. Portfolio Management: - Assist in providing support to existing portfolio companies and funds from investment to exit, on specific identified initiatives, drafting business plan, fund raising, investor presentations, among others. - Assist in monitoring and reporting of the portfolio performance at each investment level through detailed MIS tracking, with financial and business metrics. c. Market Tracking and Network Building: - Assist in tracking economic and market trends, earnings prospects, financial statements, and various other indicators - Assist in building a network of startup advisors, fund managers and tech entrepreneurs. - Provide insights and recommendations based on market research. d. Additional Responsibilities: - Assist in building a solid investment team. - Be open to new ideas, suggestions, and improvements to bring overall synergies.

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journeyA Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms. As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth. Here are some common duties and responsibilities associated with the roleClient Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role. Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations.Account Management Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions. They ensure accurate record-keeping and handle any account-related administrative tasks.Financial Advisory Support Relationship Associates assist clients by providing basic financial advice and guidance. They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals.Cross-Selling and Upselling Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients. This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives.Product Knowledge It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization. They should be able to explain product features, benefits, and associated risks to clients.

The Amherst Groups companies are comprised of leading real estate investment and advisory firms with a mission to transform the way real estate is owned, financed and managed. Amherst leverages its proprietary data, analytics, technology, and decades of experience to seek solutions for a fragmented, slow-to-evolve real estate ecosystem and to materially improve the experience for residents, buyers, sellers, communities, and investors. Today Amherst has over 1000 employees and $14.1 billion in assets under management. Over the past decade, Amherst has scaled its platform to become one of the largest operators of single-family assets and has acquired, renovated, and leased more than 46,000 homes across 32 markets in the U.S. The firm delivers customized, stabilized cash-flowing portfolios of assets to its investors, wrapped in all the ongoing services required to manage, own, and finance the asset including property management, portfolio management, and a full capital markets team. In addition to its single-family rental platform, Amherst s debt business pursues two distinct credit strategies in mortgage-backed securities and commercial real estate lending. Over its 25-year history, Amherst has developed a deep bench of research and technology talent, and leverages data and analytics at every stage in the asset lifecycle to improve operations and preserve long-term value for our investors and the more than 188,000 residents the firm has served. Job Description (Primary Responsibilities) As a BI Analyst, you will play a key role in transforming raw data into actionable insights that drive business decisions. Collaborating with business units (e.g., Risk, Finance, Product) to gather reporting requirements and provide analytical support. Writing and optimizing SQL queries to extract and manipulate data from complex systems and data warehouses. Designing and enhancing Tableau dashboards to communicate KPIs, trends, and financial metrics effectively. Working on data ETL processes in collaboration with data engineering teams to ensure smooth data flow and availability for reporting. Translating business logic into data-driven solutions by implementing calculations, data transformations, and rules that align with business definitions . Developing new metrics and performance indicators to support evolving business strategies and regulatory needs. Continuously identifying and driving process improvements across reporting workflows, automation, and dashboard performance. Conducting deep-dive analyses to uncover insights related to customer behavior, product performance, risk exposure, and compliance trends. Documenting data definitions, business rules, and reporting logic for transparency and consistency. Desired Skills/Qualifications : Minimum 4 years of hands-on experience in a BI Analyst or similar role. Expertise in SQL (T-SQL, PL/SQL, or similar) for data extraction and manipulation. Strong experience with Tableau, including dashboard design, storytelling, and performance tuning. Prior experience working in the Banking or Financial Services industry is mandatory. Familiarity with data warehousing concepts, ETL processes, and BI tools. Strong analytical thinking and problem-solving skills. Excellent communication and stakeholder management abilities. Bachelor s degree in computer science, Statistics, Finance, or a related field. S oft Skills: Strong problem-solving and critical-thinking abilities. Excellent communication and presentation skills. Ability to work independently and as part of a team. Attention to detail and the ability to work with complex data sets. Preferred Qualifications: Proficiency in SQL, Python, VBA, and JavaScript for data analysis, automation, and enhancing reporting functionalities. Strong experience with Tableau; experience with other BI tools like Power BI or Looker is a plus. Exposure to Databricks for building and managing data pipelines, performing large-scale data processing, and advanced analytics. Working Shift/ arrangement: US Shift (1:30 PM 10:30 PM IST), Flexible - Hybrid working model Our full-time employee benefits include: A competitive compensation package, annual bonus, 401k match Flexible PTO including 7 paid holidays, 1 floating holiday, and 1 volunteer day Employer-paid benefits (medical, dental, vision, health savings account) Professional career development and reimbursement Up to 16 weeks paid maternity leave; up to 4 weeks of paid parental leave Backup childcare offered through Bright Horizons Amherst is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status, and encourage all applicants to apply.

Join us as a Transaction Management Analyst We ll look to you to support the middle office for the Treasury business covering term funding and capital raising, FX and interest rate risk management, and liquidity portfolio management Acting as the liaison between front office and other support areas, you ll monitor workflow queues to ensure day one accuracy, and maintain the integrity of all underlying assets, trade bookings, structure maintenance, and appropriate reconciliations You ll calculate a daily volatility buffer and liaise with the collateral management team to independently verify the margin calls Were offering this role at associate level What youll do As a Transaction Management Analyst, you ll work on the trade validation of vanilla and exotic derivative products and support the trading activity of derivative transactions relating to secured funding. This will include the maintenance and development of the volatility buffer calculation. You ll ensure the accuracy of all components of new and existing transactions across internal systems and manage all medium-term notes across various programmes through their life cycle. You ll also control the event management process, including rate resets, coupons, calls, triggers, and early redemptions. You ll deal with any transaction related queries originating from front office, client services, and other support areas. You ll also maintain procedure manuals and daily process checklists and you ll produce daily control dashboard reporting for transaction control and front office management. In addition, you ll: Contribute to continuous process improvements and strategic projects relating to structured transactions and provide support for the implementation and development of a global support model Ensure the accuracy of all components of new and existing transactions across internal systems and maintain an understanding of the cash flows of the business, ensuring accurate funding on a daily basis Liaise with colleagues across other teams and functions to facilitate continuous process improvements and strategic projects relating to structured transactions Ensure all reconciliations and reports are complete and signed off on a timely basis, such as internal deals, exercise reports, and corporate actions Maintain knowledge of the front to back operations process, including the key elements of settlements, finance, and risk Assist in the development of the control environment within the structured products support team and with system development testing The skills youll need To succeed in this role, you ll need knowledge of treasury and rates products, such as FX, money market, and derivative products and experience of working in a derivatives middle office, trade support, or control role. You ll also have an understanding of the functions performed by other support areas. As well as this, we re looking for: Good Excel skills Strong communication skills The ability to work under pressure and to tight deadlines in a fast-paced environment Strong organisation and prioritisation skills Experience of working in environments of continuous improvement Hours 45 Job Posting Closing Date: 30/07/2025

Over the last 20 years, Ares success has been driven by our people and our culture. Today, our team is guided by our core values Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description Primary functions and essential responsibilities The Associate will work to support the Alternative Credit Product Management and Investor Relations Team in providing information and expertise on firm strategies and funds to clients. The Associate will assist in producing fund reporting for investors on a monthly, quarterly and ad hoc basis, as well as assist in building new client materials and various prospect/marketing materials, as well as updating market and fund specific data within existing communications. To succeed in this role, an individual must possess a strategic orientation combined with strong analytical and writing skills. In addition, this person will be a conceptual thinker, creative, articulate and have the ability to understand and convey a variety of concepts at all levels. Outstanding execution and organization skills combined with excellent judgment and exemplary ethics and values are imperative. The successful candidate should possess the following specific competencies or attributes: Strong quantitative and analytical skills, with the ability to interpret portfolio data, track key investment metrics, and synthesize data into clear, investor-ready materials and reports Advanced proficiency in Excel and other tools (e.g., Power BI) to create, maintain, and enhance investor reports with a high degree of accuracy and clarity; Strong verbal and written communication skills, ability to communicate effectively with all levels of the organization and represent the Firm in a professional manner; Outstanding communication skills, both verbal and written; Detail-oriented with ability to multi-task; Ability to meet deadlines and perform under pressure; Highly motivated self-starter with a strong work ethic; Exceptional relationship skills -- able to establish rapport and quickly engender trust and respect with a wide range of individuals representing the spectrum of institutional and retail investors as well as consultants, and other industry contacts. Must also be able to develop relationships with a variety of internal Ares constituents including marketing, finance and accounting, operations, legal and compliance, portfolio management and investment professionals; Outgoing, collaborative, and inclusive style, well-developed ability to work effectively in a team-oriented environment; High energy level displayed within a culture of intensity, accessibility and availability; Knowledge of alternative credit industry preferred, based on banking/structuring, investment, portfolio management, and/or marketing experience. Qualifications Education: Bachelor s degree in business, finance, or another pre-professional field, or a discipline with exposure to accounting or corporate finance. Experience Required: Required: 3 - 5 years of experience working on a investor relations or product specialist role OR alternatively someone with a background in credit looking to make a move into an investor relations focused role in Alternative Credit. General Requirements: Detail oriented Excellent oral and written communication skills and computer literacy Self-starter, exceptional communication and organizational skills necessary Ability to work independently as well as with the team Knowledge of Microsoft Windows, Word, Excel, Outlook Experience at a financial services firm Reporting Relationships Vice President, Credit IR There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

The Company identified the potential of the Internet to cater to a mass retail segment and transformed its business model from providing information services to institutional customers to retail customers. Money Honey leveraged its position as a provider of financial information and analysis by diversifying into transactional services, primarily for online trading in shares and securities and online as well as offline distribution of personal financial products, like mutual funds, fixed deposits, debentures and RBI Bonds. Tasks Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. If needed, Meeting with clients to understand their needs and demands. Preparing financial plans with a mix of short and long term investments. Providing periodic updates on the performance of investment portfolios. Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes. Requirements Graduate Fresher Finance Knowledge Mathematics Updated: 1 hour ago

Sourcing Used Car Loans and meeting targets Channel Development Identifications and Tie Ups with Used Car Dealers as well as Re-sellers Resolution of PDD(if any) Take care of Used Car Loan collection Team Building and Channel Development Achievement of Business Plan Portfolio management in coordination with Ops & Collection Asset Verification of the cases under processing Taking care of vehicle loan business all across assigned geography Regular review meeting with line managers Strong check on EDs and NS cases Builds business by identifying and selling prospects, maintaining relationships

About Goldman Sachs Asset Management Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors , spanning traditional and alternative markets offering products and services Advisors , understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfolios Thought Leaders , providing timely insights across macro and secular themes to help inform our clients investment decisions. Innovators , using our suite of digital solutions to help our clients address complex challenges and meet their financial goals. Job Responsibilities: Learn about and understand QES investment strategies and portfolio management approach Serve as a product expert on QES investment strategies to both internal and external clients of the Division and the Firm and provide support to senior team members Create client-specific proposals and analysis tailored to address the unique needs of individual investors Support advisors, salespeople, and clients to understand account lifecycle events and prepare account performance commentary Help update marketing materials on a quarterly basis Manage due diligence questionnaires and Request for Proposals/Information on QES investment strategies Prepare client reports by sourcing information from various applications to distribute accurate reports within prescribed deadlines Develop strong working relationships across our business, working closely with portfolio managers, strategists and engineers to gain insight into our investment process Navigate and build relationships across the division to drive improvements to our clients investment experience by working with compliance, legal, controllers, operations, and more Collaborate with our investment team, sales and marketing to create marketing collateral and determine best vehicle for delivery (webinar, blog posts, white paper, etc.) Take the initiative to develop solutions, materials, research, and projects independently for both internal and external clients Thrive in a fast-paced environment, balancing multiple projects in parallel while delivering high quality work Educate internal and external groups on focused products Qualifications: Quantitative orientation; Strong financial, statistical and investment knowledge and interest Excellent verbal, presentation and written communication skills Strong multi-tasking skills, ability to work in a fast-paced environment and think clearly under pressure Thrives in a team-oriented and collaborative environment Strong interest in the financial markets and good investment sense/commercial instinct Outstanding attention to detail Experience and background with quantitative techniques and investment strategies would be preferable Organized and deadline driven Strong PowerPoint and Excel skills Ability to work in a fast-paced environment and think clearly under pressure Creativity and problem-solving skills Computer programming background or experience is ideal (experience with a programming language such as C / C++, Java, Python, R, and/or Matlab) Knowledge of programming/ Python is a plus.

Grade I - Office/ CoreResponsible for providing engineering support under the direction of a Project Manager for low complex projects and directing contractors and for cross-discipline coordination with other project team members to ensure the technical integrity of the project and to complete assigned work activities across all phases of the project are delivered in accordance with BP, HSSE, and ethical standards and in compliance with all relevant statutory requirements. Entity: Production & Operations Project Management Group About us bp Technical Solutions India (TSI) centre in Pune, aims to build on bp s existing engineering and technical strengths to deliver high quality services to its hydrocarbons and new energy businesses worldwide. TSI brings together diverse engineering capability to provide technical services across a range of areas including engineering, maintenance, optimization, data processes, projects and subsurface, to deliver safe, affordable, and lower emission energy, while continuously innovating how we work. About the role At bp we deliver the energy the world needs today and for tomorrow. Developing new projects to support the bp strategy is critical to delivery of value to shareholders and thoughtfully support the energy transition. Projects include new energies such as hydrogen and biofuels as well as hydrocarbon developments critical to keep the world moving and enable the transition. Projects in bp is a dynamic, challenging and worldwide organisation taking on the most exciting projects ranging in size from $100m to multi $billions. We strive to do these even more safely, efficiently and predictably. Our projects team is now building worldclass capability in India as a new hub of Production and Operations (P&O) Projects India supporting both local and international projects. Role synopsis The Project Management Excellence team supports the project management leadership team to ensure predictable delivery of high value, competitive projects and to shape the future of the P&O Projects landscape. The PM Excellence team focuses on internal systems, process and tools to drive improvements with an aim to improve the performance of global energy projects. We are in the search of a Project Engineer to support the Project Management Excellence team through: Improving ways of working within the projects organization and shaping the strategy for project management disciplines including project management, subsea project management, construction, commissioning, project controls, decommissioning, risk management, and project solutions Further developing the newly rolled out digital tools. This role works with all levels of the P&O Projects organization to: share best practices, improve standardization, increasing simplification, integrate diverse perspectives, learn and try new ideas/technologies, drive efficiency gains and The purpose of this role, and the Project Management Excellence team, is to help shape the future of our business and add value to bp by improving how we do what we do. With bp s growth agenda in India, there is significant near-term career development potential for this role to also be deployed onto a frontline project in a project engineering capacity. Key accountabilities Support the delivery of the Project Management Leadership Team annual objectives including continuous improvement projects, process improvements, and digital tool discovery. Support and deliver strategic continuous improvement projects to refine performance of the organization with input from various sources. Support the discovery, development, and implementation of key continuous improvement projects Supports collaboration between subject areas/businesses to coordinate engagement meetings with key stakeholders. Supports work initiatives across disciplines, regional teams, and P&O entities to ensure robust solutions. Supports the operating base teams to ensure initiatives address active needs Essential education: Engineering degree from an accredited / chartered university in mechanical, electrical, chemical, or civil engineering Essential experience and job requirements: A minimum of 6 years in the energy industry working on major projects A minimum of 3 years working in project management, construction management, commissioning management Excellent prioritization skills to balance multiple tasks and initiatives with rigid schedules and multiple stakeholders Ability to understand the big picture and maintain progress on multiple projects without impacting the most important projects Project performance management, governance and stakeholder management Excellent English oral and written communication skills with the ability to communicate and work with all levels of an international organization Has an inclusive and respectful attitude, capable of building strong relationships, influencing and collaborating with others Strong people skills with the ability to connect and have strong connections with multi-disciplinary groups. Ability to seek input, guidance, and feedback across the organization with minimal coaching. Ability to work with complex, ambiguous and limited data. Knowledge of industry standards in Project Management (APM, PMI) Excellent skills with MS Office, MS Teams, PowerBI and SharePoint Desirable criteria International experience in energy projects Experience working in a complex organizational structure with multiple partners and interested parties Project management chartership Experience with PowerBI and similar digital tools Additional information Some ad hoc business travel may be required Why join bp At bp, we support our people to learn and grow in a diverse and exciting environment. We believe that our team is strengthened by diversity. We are committed to fostering an inclusive environment in which everyone is respected and treated fairly. There are many aspects of our employees lives that are significant, so we offer benefits to enable your work to fit with your life. These benefits can include flexible working options, a generous paid parental leave policy, and excellent retirement benefits, among others! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation! Travel Requirement Up to 50% travel should be expected with this role Relocation Assistance: This role is eligible for relocation within country Remote Type: This position is not available for remote working Skills: Change control, Change control, Commissioning, Commissioning, start-up and handover, Conflict Management, Construction, Construction Management, Continuous Improvement, Cost estimating and cost control (Inactive), Design development and delivery, Frameworks and methodologies, Governance arrangements, Major Capital Projects, Major Projects, Microsoft Office, Microsoft Power Business Intelligence (BI), Microsoft Project, Oil and Gas Industry, Performance management, Portfolio Management, Project and construction safety, Project Engineering, Project execution planning, Project HSSE, Project Leadership {+ 12 more}

A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for Individual Contributor roles Team Handling roles Role Responsibilities Provide comprehensive financial planning services to High-Net-Worth (HNI) and Ultra High-Net-Worth Individuals (UHNIs). Develop and maintain client relationships to understand their wealth management needs. Advise clients on various investment avenues such as: Mutual Funds (MF) Portfolio Management Services (PMS) Alternative Investment Funds (AIF) Achieve revenue and product targets through cross-selling and upselling wealth products. (For team handling roles) Lead, coach, and manage a team of private bankers. Required Skills & Experience Proven experience in wealth management or private banking. Strong understanding of financial markets and investment products. Demonstrated ability to acquire and manage HNI/UHNI client portfolios. (For team handling roles) Leadership and mentoring experience. Should you be interested in knowing more, Please connect to Pooja Saini at +91-9758911444(whatsapp available) or pooja.saini@wowjobs.biz

Claims Analyst India Mumbai Functional Title: Claims Analyst Reporting to: Team Lead L&H Claims India Location: Mumbai About Swiss Re This is your opportunity to join one of the worlds leading reinsurers. Our reinsurance business at Swiss Re is about understanding and analyzing the major risks that concern the world - from natural catastrophes to climate change, from ageing populations to cybercrime. We cover both Property & Casualty and Life & Health. We combine experience with expertise and innovative thinking to create new opportunities and solutions for our clients. And we enable the risk-taking essential to enterprise and progress. This is only possible with around 15,000 truly exceptional Swiss Re people across our group worldwide. About the Role This role provides an excellent opportunity to be a part of Swiss Re L&H Claims team and collaborate with clients and various teams within Swiss Re locally and regionally. This role will be instrumental in the implementation of a significant and relevant claims philosophy whilst promoting and sharing standard process claims management techniques with clients and internal stakeholders. In this role, you will: be handling mortality, critical illness, hospital cash, disability etc. claims. Assess and handle client claims case referrals within the terms and conditions of the policy within the agreed turnaround times. Handle the day-to-day planning and operations to carry out their responsibilities optimally Ensure Client Audits are conducted within internal framework and supervise implementation of any remedial actions to improve claims standards. Support the Claims Manager in developing client portfolio management strategy, planning and carrying out Claims Audits to ensure alignment to business goals and priorities Ensure required claims data and reports are accurate and complete for business reporting purposes (KPIs, etc.) Work closely with team members in handling client relationships, providing solutions and value added claims services, including claims case management, training, seminars, projects etc. Support the Claims Manager in tendering for new business, innovative product development and in promoting claims profile and expertise in the India market; Ensure treaty documentation contains agreed terms and conditions, and the relevant claims clauses and articles according to acceptable SR standards. Working closely with the XFT to meet the business objectives and strategic vision of the Branch/Company About You Education and professional experience: 6-7 years experience Fellow of Life Mgt. Insurance (FLMI), Fellow of Life & Health Claims (FLHC)/ Associate of Life & Health Claims (ALHC), Associate of Customer Service (ACS) certification is a plus A degree/diploma in insurance or similar discipline (insurance, medicine, healthcare, legal, actuarial, business disciplines, data science and mathematics) is an advantage. Working knowledge in various data tools like Python, R, Tableau etc would be an added advantage Skills requirements: Significant awareness of life insurance markets and portfolio dynamics in India Market Knowledge of products being offered in these markets along with the ability to anticipate and/or mitigate potential risks and identify product development or service opportunities Understanding as well as knowledge of the insurance/reinsurance industry The ability to conduct client audits and develop training materials from audit findings to strengthen clients technical knowledge Excellent written and verbal communication skills in English, other languages a plus Familiar with common office applications (e.g. Word, Excel and Powerpoint). Willing to learn new computer skills. Behavior requirements: Good track record in your career of high integrity, of dedication, client-centric approach, agility, of sensibly creating or trying new ways with success and/or learning. Ability to work independently, Self-motivating and eager to seek challenges Inter-personal, negotiation, communication, influencing and presentation skills Collaboration capability and the ability to work in cross-functional teams Courage to challenge the status quo and to explore new ideas that improve our business About the Team Swiss Re Life and Health (L&H) Re Claims forms part of the Swiss Re L&H Reinsurance. In addition to the Claims management of existing business, the team ensures insights gained from in-force business are appropriately incorporated in our new business activities. L&H Re-claims team works closely with many Swiss Re teams specifically L&H UW, pricing, and Client Markets to ensure Swiss Re has aligned priorities and customer focus whilst delivering market-specific, portfolio-directed services, which support our overall strategic approach to handling risks and client relationships. We are looking for team members who stand for integrity, improve continually, and navigate ambiguity. This means having the courage to be curious and to stretch yourself beyond what you already know. We want team members who inspire change fearlessly and dont always opt for the easy option, and can stay calm, focused, and resilient during difficult times. Regardless of what position we have at Swiss Re, all of us can be courageous, which will also help us in our personal and professional growth. Swiss Re offers modern hybrid working arrangements that allow all employees to adapt to changing work preferences. We currently provide employees with attractive offices, competitive benefits including annual leave, work anniversary leave and insurance coverage for medical, personal accident and life. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We look forward to your application!