Current jobs related to Financial Portfolio Manager - Bhilaigarh Korba Raipur - beBeeFinancial

  • Chief Financial Officer Candidate

    1 week ago

    Raipur, Bhilai, Korba, India beBeeAccountant Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Description:As a Senior Accountant, you will play a pivotal role in ensuring the financial health and stability of our organization. Your expertise in cost accounting, budgeting, and financial statement preparation will be instrumental in driving business growth and profitability.Key responsibilities include preparing accurate and timely financial...

  • Collection Manager

    5 days ago

    Raipur, India HDB Financial Services Ltd. Full time

    Job Description Job Role Responsible for Bkt Collection, recovery on Loss on Sale in Auto Loan portfolio. Managing a Team of Collection Associate. Ensuring adequate manpower for portfolio coverage meeting CAPE norms. Ensuring Mobile App usage is 100% and quality feedback/trails are updated. Specific focus on Non starters and revenue...

  • Credit Manager

    3 days ago

    Raipur, India Kush Trading and Commerce Pvt Ltd Full time

    Role & responsibilities We are seeking an experienced Credit Manager to lead credit risk evaluation and monitoring for our NBFC-backed steel financing operations. The role requires a deep understanding of credit assessment, financial analysis, and lending compliance, particularly in the infrastructure and EPC sectors. The Credit Manager will work closely...

  • Relationship Manager-Team Handling

    5 days ago

    Raipur, India Skillventory Full time

    Job Description Key Responsibilities Business Development: - Identifying new market opportunities, acquiring new customers, and building relationships with local builders and other business communities to grow the home loan and Loan Against Property (LAP) portfolios. Client Management: - Providing high-quality customer service, guiding clients through...

  • Relationship Manager-Team Handling

    1 week ago

    Raipur, Chhattisgarh, India Skillventory Full time

    Job DescriptionKey ResponsibilitiesBusiness Development:- Identifying new market opportunities, acquiring new customers, and building relationships with local builders and other business communities to grow the home loan and Loan Against Property (LAP) portfolios.Client Management:- Providing high-quality customer service, guiding clients through the loan...

  • Preferred Relationship Manager

    3 weeks ago

    Raipur, Chhattisgarh, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

  • Preferred Relationship Manager

    6 days ago

    Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

  • Preferred Relationship Manager

    5 days ago

    Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

  • Preferred Relationship Manager

    3 days ago

    Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

  • Preferred Relationship Manager

    5 days ago

    Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

Financial Portfolio Manager

2 weeks ago

Bhilaigarh Korba Raipur, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000
Job Description

This role involves managing a portfolio of customers, providing them with tailored financial solutions and ensuring they receive exceptional service.

  • Meet sales targets by acquiring new customers, deepening relationships, and cross-selling products.
  • Manage customer interactions to enhance their banking experience and increase wallet share.
Key Responsibilities:
  1. Sales:
  • Maintain daily sales reports.
  • Engage in calling and referrals to acquire new customers.
  • Cross-sell sticky products like demat accounts, bill pay services, and advisory services.
Managing Classic Portfolio:
  • Extend benefits to eligible customers based on individual and group eligibility lists.
  • Achieve optimal income-generating product holding (IPH) per portfolio.
Customer Services:
  • Ensure quality service delivery.
  • Resolve complaints within the designated timeframe.
Operations:
  • Ensure certified documentation for account opening and maintenance.
  • Submit daily e-schedules of third-party sales.