Best Talent Reach (BTR) 3 Jobs Found for "portfolio management"

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RELATIONSHIP MANAGER – WORKING CAPITAL @ GREEN START

0 Negotiable or Not Mentioned India 9 days ago greenstartjobs.com 399 Views

Green Start is seeking dynamic and experienced professionals to join our team as Relationship Managers focusing on Working Capital solutions. The primary responsibility for this role involves managing and growing a diverse portfolio of Working Capital products while proactively acquiring new clients to expand our market footprint. Candidates will be expected to maintain strong, long-lasting relationships with existing clients and deeply understand their business needs to structure suitable financial solutions that drive growth. This is a high-impact role that requires a blend of sales acumen and financial expertise.

The position offers a significant career opportunity for individuals with a proven track record in the banking or NBFC sectors. We are currently hiring for this role across several key locations in India, including Bangalore, Hyderabad, Chennai, Visakhapatnam, and Coimbatore. Successful applicants will join a target-driven environment where self-motivation and excellent communication skills are highly valued. Only quality profiles with relevant experience in Working Capital products will be shortlisted for the next stages of the recruitment process.

Key Requirements

2 to 5 years of professional experience in Relationship Management. Proven experience dealing with Working Capital products and services. Strong ability to acquire new clients and expand business portfolios. Excellent communication and interpersonal skills for client interaction. Demonstrated track record of being target-driven and self-motivated. Ability to understand complex client needs and structure financial solutions. Proficiency in managing and growing high-value client relationships. Deep understanding of the banking or NBFC industry landscape. Analytical skills to assess client creditworthiness and financial health. Ability to work effectively in a fast-paced and competitive sales environment.
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PRIORITY RELATIONSHIP MANAGER @ NEWAGEHR

0 Negotiable or Not Mentioned India 10 days ago gmail.com 331 Views

We are seeking a highly motivated and experienced professional to fill the role of Priority Relationship Manager. In this position, you will be responsible for managing and expanding a portfolio of High Net Worth Individuals (HNI), with a focus on retail liabilities and the acquisition of CASA (Current Account and Savings Account). You will act as a primary point of contact for clients, ensuring their financial needs are met through personalized service and strategic advice.

This role involves significant cross-selling of financial products, including investment products, insurance policies, and fixed deposits. You will be expected to drive revenue growth while maintaining the highest standards of client engagement. Possible work locations for this role include Delhi NCR, Jaipur, and Amritsar. The ideal candidate will have a strong background in retail banking and wealth management, with a proven ability to thrive in a target-driven environment.

Key Requirements

Minimum of 3 years of professional experience in banking or financial services. Strong exposure to Retail Liabilities and handling Priority or HNI clients. Proven expertise in CASA acquisition and sustainable portfolio growth. Demonstrated experience in cross-selling Investments, Insurance, and Fixed Deposits. Exceptional client engagement skills with a focus on building long-term relationships. Strong focus on revenue generation and achieving business targets. Proven track record in retail banking and wealth management sectors. Excellent communication and interpersonal skills suitable for HNI interactions. Deep understanding of banking products, market trends, and financial regulations. Ability to work independently and as part of a dynamic sales team. Analytical mindset to evaluate client portfolios and suggest appropriate products.
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RELATIONSHIP MANAGER (WHOLESALE LENDING) @ YUGHAL CHELANI

0 Negotiable or Not Mentioned India 10 days ago gmail.com 475 Views

The Relationship Manager for Wholesale Lending and Developer Financing will be responsible for managing and growing a portfolio of high-impact real estate finance deals. This role requires a professional with 6 to 8 years of experience who can navigate the complexities of the developer financing market and provide strategic financial solutions to clients. The successful candidate will play a pivotal role in identifying new opportunities, conducting thorough credit appraisals, and maintaining strong relationships with developers to ensure the growth of the wholesale lending book.

This position is open for candidates willing to work in major Indian hubs, specifically Mumbai, Pune, and Ahmedabad. The role demands a Chartered Accountant or MBA graduate who possesses a deep understanding of the real estate sector and the ability to drive high-value transactions. You will be expected to collaborate with internal risk and product teams to structure deals that meet both client needs and institutional risk appetite.

Key Requirements

6–8 years of proven experience in developer financing. Professional qualification of Chartered Accountant (CA) or MBA. Strong track record in real estate financing and market nuances. Ability to manage and drive high-impact wholesale lending deals. Deep understanding of credit appraisal processes for large developers. Proven ability to maintain and grow client relationships in the finance sector. Excellent analytical skills to assess financial health and project feasibility. Strategic thinking for market expansion and risk mitigation. Effective communication skills to interact with high-level stakeholders. Knowledge of local real estate regulations and financial laws in India.
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PRODUCT PORTFOLIO MANAGER @ MBM INDIA PRIVATE LIMITED

0 Negotiable or Not Mentioned India, Chennai 4 days ago mbmindia.co.in 227 Views

MBM India Private Limited is seeking a dynamic and strategic Product Portfolio Manager to join our growing team in Chennai. This role involves leading and managing product portfolios strategically to ensure market competitiveness and long-term business success. The successful candidate will be responsible for driving innovation across the product line, identifying market growth opportunities, and aligning product strategies with the company's overall vision.

In this position, you will collaborate extensively with cross-functional teams, including engineering, sales, and marketing, to ensure the successful delivery and performance of products. The role is based in the Kilpauk area of Chennai, and we are looking for a passionate individual who can make a significant impact on our product strategy and organizational growth. If you are a results-oriented professional with a focus on product excellence, we encourage you to apply.

Key Requirements

Bachelor's degree in Business, Marketing, Engineering, or a related field. Proven experience as a Product Portfolio Manager or in a similar strategic role. Strong ability to lead and manage diverse product portfolios. Demonstrated success in driving innovation and market growth. Excellent communication and interpersonal skills for team collaboration. Ability to work effectively with cross-functional teams. Strong analytical and strategic thinking capabilities. Experience in market analysis and competitive intelligence. Proficiency in product management software and tools. Ability to define and execute complex product roadmaps. Results-driven mindset with a focus on business impact.
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EDUCATION INFRASTRUCTURE & DEVELOPMENT PROFESSIONALS @ CAREER NAVIGATOR

0 Negotiable or Not Mentioned India 11 days ago hattystaffgroup.com 606 Views

Career Navigator is looking for education infrastructure and development professionals to join transformative projects in India. We are partnering with top-tier investment funds and real estate developers to build schools, vocational training centers, and digital learning hubs across the region. This role involves bridging the gap between infrastructure funding and the growing needs of the Indian education sector to create high-impact learning environments.

Key positions available include Capital Raising & Investment Analysts, Real Estate Financial Modellers, and Public-Private Partnership (PPP) Analysts. Selected candidates will work on projects that contribute to the sustainable development of social infrastructure. This opportunity provides global exposure and the chance to work with development finance institutions and government bodies. We are looking for forward-thinking professionals committed to building the future of education.

Key Requirements

Experience in large-scale education systems or infrastructure development Extensive experience managing real estate projects in the Indian market Knowledge of diverse funding models and education policy frameworks High proficiency in financial modeling and complex project structuring Strong stakeholder management skills for government and private sector collaboration Ability to engage with global investors and development finance institutions Commitment to sustainable infrastructure and social impact projects Experience with Public-Private Partnership (PPP) frameworks Background in feasibility analysis for social infrastructure projects Familiarity with vocational training and digital learning hub development
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SAP LEANIX ANALYST @ ZCLUS

0 Negotiable or Not Mentioned India 10 days ago zclus.com 481 Views

We are seeking an analytical and strategic SAP LeanIX Analyst to join our team in India, working from Kochi, Kolkata, Bangalore, Hyderabad, Noida, or Pune. This role requires 6-8 years of experience and focuses on using the LeanIX platform to provide transparency and governance over the enterprise IT landscape. You will be responsible for mapping out IT architectures, analyzing technical dependencies, and helping to align our IT strategy with overall business objectives. This is a critical role for driving digital transformation and ensuring efficient IT portfolio management.

Your responsibilities will include maintaining architectural data, performing impact analysis for new technology implementations, and supporting IT modernization efforts. You will collaborate with various stakeholders to gather data and generate insights that inform strategic decisions. Strong analytical skills and a deep understanding of enterprise architecture frameworks are required. If you are a professional who enjoys working at the intersection of business and technology, this is an excellent opportunity for you. Immediate joiners are highly preferred. No salary details were provided in the original posting.

Key Requirements

6-8 years of experience in IT, with a focus on Enterprise Architecture. Strong proficiency in using the LeanIX platform for IT portfolio management. Experience in mapping and documenting complex IT landscapes and architectures. Knowledge of Enterprise Architecture (EA) frameworks such as TOGAF. Ability to perform impact analysis and technical dependency mapping. Experience in business process modeling and alignment with IT assets. Strong data analysis skills and proficiency in architectural reporting. Knowledge of SAP integration points within an enterprise architecture. Excellent stakeholder management and communication skills. Ability to translate complex architectural data into actionable business insights.
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AREA CREDIT MANAGER – CREDIT & COLLECTION @ HIRING PLAZA SOLUTIONS

0 Negotiable or Not Mentioned India, Mumbai 7 days ago highsource.in 288 Views

Hiring Plaza Solutions is seeking a highly experienced and strategic Area Credit Manager to lead credit operations, underwriting, and risk management for the assigned hub region in Mumbai (Thane). The candidate will be responsible for overseeing loan underwriting, developing policies based on local market dynamics, and partnering with sales and distribution teams to design innovative credit products. This role requires strong leadership and analytical expertise to ensure robust credit quality and portfolio health.

The successful candidate will coordinate with Head Office underwriting teams to standardize processes, approve housing loan applications, and manage builder/project approvals. You will work closely with Risk, Recovery, and Legal teams for effective credit decisions and drive fraud prevention initiatives. The salary offered for this position is up to ₹9.5 LPA. Candidates must have an MBA in Finance or be a Chartered Accountant with over 8 years of relevant experience in the banking or NBFC sector.

Key Requirements

MBA (Finance) or Chartered Accountant (CA) qualification is mandatory. Minimum of 8 years of relevant experience in credit, underwriting, and risk management. Proven track record of managing loan underwriting across a hub or region. Ability to develop and refine underwriting policies based on local market dynamics. Experience in coordinating with Head Office teams to standardize templates and processes. Extensive knowledge of housing loan application approvals and company policies. Expertise in managing builder and project approvals including complex case escalations. Skilled in conducting technical and legal evaluations of properties. Proficiency in driving fraud prevention initiatives and risk mitigation strategies. Strong leadership skills with the ability to manage and mentor a team effectively.
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SENIOR WEALTH RELATIONSHIP MANAGER (HNI/UHNI) @ WTG CONSULTANTS

0 Negotiable or Not Mentioned India, Hyderabad 7 days ago wtgconsultants.in 455 Views

This is a massive opportunity for a Senior Wealth Relationship Manager to join one of India’s leading wealth management companies in Hyderabad. The role is designed for professionals who manage high-net-worth (HNI) and ultra-high-net-worth (UHNI) clients with an investable surplus ranging from ₹1 Cr to over ₹5 Cr. As a strategic, advisory-led position, you will work closely with research, compliance, and risk teams to build long-term annuity revenue and create customized financial strategies. This career-defining move offers high visibility and the chance to handle sophisticated PMS, AIF, and private wealth products while building a significant AUA (Assets Under Advice) portfolio.

Your core responsibilities include the acquisition and management of elite client relationships, ensuring adherence to strict advisory and risk parameters. You will be expected to scan the markets for trends, monitor competition, and provide detailed market insights to your clients. By delivering consistent MIS reports and conducting regular portfolio reviews, you will ensure high levels of client satisfaction and investment discipline. This role demands excellence and rewards top-tier performers with significant growth potential and exposure to the highest levels of the financial services industry in India.

Key Requirements

Minimum 7 years of experience in wealth management. Strong experience handling HNI/UHNI and Family Office clients. Deep understanding of mutual funds (MF), PMS, AIF, and asset allocation. Postgraduate or Master's degree preferred. Excellent communication and high advisory integrity. Proven ability to acquire clients with ₹1 Cr – ₹5 Cr+ investable surplus. Ability to create customized financial plans and portfolio strategies. Skill in executing transactions periodically while ensuring client discipline. Proficiency in building long-term annuity revenue and multi-asset allocations. Experience in delivering MIS reports, portfolio reviews, and market insights.
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ASSOCIATE WEALTH MANAGER @ VERDESHELL

0 Negotiable or Not Mentioned India, Surat 23 days ago verdeshell.com 1246 Views

Verdeshell is looking for a dedicated Associate Wealth Manager to join our team in Surat. In this role, you will be responsible for supporting senior wealth managers in the day-to-day management of client portfolios. You will play a crucial part in ensuring smooth client servicing and contributing to the overall business growth through effective coordination and proactive relationship management. This position offers a dynamic work environment with standard working hours from 10:00 am to 7:00 pm, Monday through Saturday.

The ideal candidate should possess a strong background in financial services or banking, with a deep understanding of various investment products such as Mutual Funds and Insurance. You will be expected to track portfolios, generate detailed reports, and assist in comprehensive portfolio reviews for high-net-worth individuals. By building and maintaining long-term relationships with clients, you will help uphold Verdeshell's reputation for excellence in the wealth management sector and ensure high levels of client satisfaction.

Key Requirements

2–5 years of experience in financial services / wealth management / banking Understanding of investment products (Mutual Funds, Insurance, etc.) Good communication and interpersonal skills Ability to manage multiple tasks and meet deadlines Portfolio tracking and reporting skills Capability to assist in portfolio reviews and reporting Ability to build and maintain long-term client relationships Bachelor's or Master's degree in Business Administration, Finance, Economics, or related field Proficiency in Microsoft Office Suite, particularly Excel for data analysis Strong analytical skills and attention to detail in financial planning Ability to work effectively in a team-oriented environment Self-motivated with a proactive approach to client service
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RELATIONSHIP MANAGER / SALES MANAGER - BUSINESS LAP @ STAFFIAA

~45,833 Mentioned India, Varanasi 28 days ago staffiaa.com 1458 Views

Staffiaa is seeking dynamic and results-driven professionals for the roles of Relationship Manager and Sales Manager focusing on Business Loan Against Property (LAP). Based in Varanasi, these roles are critical for expanding the company's footprint in the local financial market. The selected candidates will be responsible for driving sales growth, managing high-value client relationships, and ensuring the smooth processing of loan applications. The RM role offers a CTC of up to ₹5.5 LPA, while the SM role offers up to ₹8 LPA.

The successful candidates will leverage their extensive experience in Prime LAP sales and Direct Sales Agent (DSA) sourcing to achieve monthly targets. Key responsibilities include identifying new business opportunities, evaluating the creditworthiness of applicants, and maintaining a robust pipeline of potential clients. Candidates must possess a deep understanding of the NBFC and banking sectors to effectively consult with business owners and provide tailored financial solutions.

Key Requirements

2–4 years of experience specifically in Prime Loan Against Property (LAP) sales. Proven track record in Direct Sales Agent (DSA) sourcing and management. Strong knowledge of the financial services industry, particularly NBFC and banking sectors. Excellent communication and negotiation skills to handle high-profile business clients. Ability to work independently and meet aggressive sales targets in the Varanasi region. Deep understanding of credit assessment and documentation for business loans. Ability to build and maintain long-term relationships with key stakeholders. Proficiency in market analysis to identify potential growth areas for LAP products. Strong interpersonal skills for collaborating with internal teams and external agents. Must be based in or willing to relocate to Varanasi with local market knowledge.
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