
Business Banking Portfolio Manager
2 days ago
Job Title: Relationship Manager-Business Banking
Key Responsibilities of the Role- Identify and acquire new business banking customers with a thorough understanding of credit assessment.
- Manage client relationships, liabilities, Forex, trade, and delinquency effectively.
- Monitor and maintain portfolio health through continuous renewal, enhancement, retention, and minimizing open deferrals and covenants.
- Cultivate synergies with branch banking teams for cross-leveraging and optimize services within the bank's ecosystem.
- Evaluate growth strategies based on competitor analysis and customer feedback from diverse channels.
- Suggest process improvements to enhance service efficiency and quality across the branch network.
- Develop sales plans and conceptualize promotional initiatives.
- Analyze financial statements, credit assessments, and title-security documents.
- Bachelor's Degree in Any Discipline
- Preferred Qualification: Chartered Accountant (CA)
- Minimum 5-10 years of relevant branch banking experience
To excel in this role, you will need to possess excellent relationship management skills, be able to analyze complex financial data, and demonstrate strong sales and marketing acumen. If you are a motivated and results-driven professional looking to take your career to the next level, this opportunity may be the perfect fit for you.
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Investment Portfolio Manager
2 days ago
Allahabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 1,73,00,000About the Investment RoleWe are a venture firm specializing in Consumer Businesses and their Enablers.With over 40 years of cumulative experience, we have partnered with numerous businesses from seed to growth stages across various categories.The JobThis is a full-time role based in Mumbai for an Investment Analyst. The Investment Analyst will conduct...
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Allahabad, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 1,80,00,000Job Title:Lead Domain Specialist for Private Banking and Wealth ManagementDescriptionThe successful candidate will serve as the primary domain expert for wealth management, private banking, and digital advisory.Key ResponsibilitiesDomain & Functional Expertise: Provide deep domain knowledge in private banking and wealth management.Interpret and validate...
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Senior Portfolio Manager
2 days ago
Allahabad, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 4,00,00,000 - ₹ 6,50,00,000As a Senior Wealth Management Professional, you will be responsible for managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.Your primary objective will be to offer end-to-end investment advisory and wealth management solutions that cater to the diverse needs of your clients.Key ResponsibilitiesClient Acquisition and...
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Portfolio Investment Manager
7 days ago
Allahabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 25,00,000 - ₹ 50,00,000Job Title: Portfolio ManagerWe are seeking a skilled Portfolio Manager to join our team. A Portfolio Manager is responsible for the investment and management of clients' assets, ensuring they meet their financial goals.About the Role:The ideal candidate will have excellent analytical and communication skills, with the ability to think critically and make...
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Product Portfolio Manager
1 week ago
Allahabad, Uttar Pradesh, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Product Portfolio ManagerThe role of Product Portfolio Manager involves overseeing the development, sales, and growth strategies for a diverse portfolio of fresh produce. This includes managing sourcing, sales, and category development to drive business results.Key Responsibilities:Category Strategy & PlanningDevelop and execute growth plans...
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Strategic Portfolio Management Expert
3 days ago
Allahabad, Uttar Pradesh, India beBeePortfolio Full time ₹ 20,00,000 - ₹ 25,00,000Job Title: Senior Manager – Strategic Portfolio Management TrainerDescription:We are seeking a highly experienced professional in Strategic Portfolio Management and Project Portfolio Management (PPM) with over 10 years of expertise.Main Responsibilities:Developed, mentored, and trained fresh graduates in portfolio and project management principles, tools,...
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Strategic Portfolio Trader
1 week ago
Allahabad, Uttar Pradesh, India beBeePortfolio Full time ₹ 2,40,000 - ₹ 3,60,000Role OverviewAs a Trading & Portfolio Management Intern, you will work closely with senior traders and strategists to gain hands-on experience in analyzing, designing, and managing portfolios across global forex, commodities (gold), and cryptocurrency markets. You'll learn how professional traders approach market research, risk management, and execution,...
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Project Portfolio Manager
5 days ago
Allahabad, Uttar Pradesh, India beBeePortfolio Full time ₹ 18,00,000 - ₹ 21,00,000About our services:Project Portfolio Management ExpertWe balance innovation with an open, friendly approach and the backing of a long-established parent company, known for its ethical reputation. We guide clients from what's now to what's next by unlocking the value of their data and applications to solve their digital challenges, achieving outcomes that...
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Strategic Portfolio Manager
5 days ago
Allahabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 17,50,000 - ₹ 25,85,000Job Opportunity:We are seeking a seasoned professional to lead our wealth management team. This is an exciting opportunity for a skilled individual with extensive experience in the stock broking industry.Key Responsibilities:Build and maintain strong relationships with clients to understand their investment goals and risk tolerance.Provide personalized...
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Strategic Portfolio Manager
5 days ago
Allahabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 14,56,125 - ₹ 25,43,425Portfolio Investment Analyst Role OverviewThe Portfolio Investment Analyst plays a vital role in executing reporting to investors, shareholders, and key stakeholders invested in single-family rental properties.This high-visibility team serves as the internal fiduciary for investors – working across all departments to ensure key messages, analysis, and...