
Portfolio Growth Specialist
6 days ago
The key objective of this role is to drive portfolio growth through strategic cross-selling of financial products and services.
Key Responsibilities:- Develop and execute plans to increase sales of high-margin products.
- Analyze market trends and client needs to identify opportunities for upselling.
- Collaborate with internal teams to ensure seamless delivery of products and services.
- Conduct in-depth analysis of financial statements, credit reports, and market data to assess client performance.
- Provide actionable insights to enhance client portfolios and improve financial outcomes.
- Ensure strict adherence to regulatory requirements, audit standards, and company policies.
- Identify and mitigate potential risks associated with client portfolios.
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Portfolio Growth Specialist
2 weeks ago
Pune, Maharashtra, India beBeeFinancial Full time ₹ 1,04,000 - ₹ 1,30,878Job Opportunity:">Develop and execute strategies to drive portfolio growth by offering a range of financial services and solutions.Meet performance targets for Net Interest Income (NII) and fee-based revenue streams.Key Performance Metrics:Regularly review and analyze client financial statements, credit reports, and market trends to assess their performance...
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Manufacturing Portfolio Growth Specialist
1 week ago
Pune, Maharashtra, India beBeePortfolio Full time ₹ 1,04,000 - ₹ 1,30,878Job DescriptionAvoidable business risk and missed opportunities often stem from unclear digitalization strategies. As a Manufacturing Portfolio Growth Specialist, your role is to collaborate with cross-functional teams to develop, implement, and optimize the Digital Manufacturing solutions portfolio for our clients in the manufacturing industry.Key...
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Investment Portfolio Specialist
1 week ago
Pune, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,00,00,000Job Title: Investment Portfolio Specialist We are seeking a highly skilled Investment Portfolio Specialist to play a pivotal role in analyzing investment opportunities, presenting to the investment committee, and negotiating transaction documents. Key Responsibilities:Conduct thorough research on potential investments, considering macro and micro economic...
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Portfolio Monitoring Expert
7 days ago
Pune, Maharashtra, India beBeeMonitoring Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Opportunity: Portfolio Monitoring SpecialistWe are seeking a highly skilled and detail-oriented professional to join our team as a Portfolio Monitoring Specialist.The selected candidate will be responsible for monitoring and analyzing investment portfolios, identifying key performance indicators, and providing regular reports to stakeholders.Perform...
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Delivery Manager
2 weeks ago
Pune, Maharashtra, India beBeeDelivery Full time US$ 15,00,000 - US$ 20,00,000OverviewAs a leader in delivery management, you will oversee the successful execution of high-quality projects for clients. Your role as primary point of contact ensures seamless collaboration and effective communication with clients.You will lead and manage a team of project managers, developers, and architects specializing in Salesforce delivery,...
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Wealth Growth Specialist
5 days ago
Pune, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000Role Overview:The Wealth Growth Specialist is responsible for building and maintaining banking and investment relationships with high net worth, non-resident Indian, and ultra-high net worth clients.Key Responsibilities:Client Relationship ManagementManage and grow banking and investment relationships with HNI, NRI, and UHNI clientsDeliver exceptional...
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Portfolio Strategy Specialist
7 days ago
Pune, Maharashtra, India beBeePortfolio Full time ₹ 18,00,000 - ₹ 25,00,000Portfolio Strategist Job OpportunityOverview of the RoleWe are seeking a Portfolio Strategist to join our team and contribute to developing innovative investment solutions.Key Responsibilities:Develop a thorough understanding of client needs and preferences.Analyze market trends and economic data to inform investment decisions.Collaborate with...
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Portfolio Development Specialist
2 weeks ago
Pune, Maharashtra, India beBeePortfolio Full time ₹ 87,75,000 - ₹ 1,31,25,000Job Title: Portfolio Relationship Manager-Working Capital-SalesJob DescriptionThis is an internal document detailing the responsibilities and expectations for a portfolio relationship manager in the working capital-sales department. As a key member of the team, you will be responsible for managing and servicing existing portfolios of clients, with a focus on...
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Portfolio Manager
3 weeks ago
Pune, Maharashtra, India FPL Technologies Full timeCredit Card Portfolio Manager – Strategy & Analytics FPL is growing rapidly and is strengthening its Portfolio Management & Analytics team to fuel the next phase of its credit card business. This role is critical in shaping the credit card portfolio strategy across the entire customer lifecycle — from activation to spend growth, retention, and balance...
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Portfolio Manager
4 weeks ago
Pune, Maharashtra, India FPL Technologies Full timeCredit Card Portfolio Manager – Strategy & AnalyticsFPL is growing rapidly and is strengthening its Portfolio Management & Analytics team to fuel the next phase of its credit card business. This role is critical in shaping the credit card portfolio strategy across the entire customer lifecycle — from activation to spend growth, retention, and balance...