Portfolio Manager

2 days ago

Ahmedabad, Gujarat, India beBeeCommercial Full time US$ 15,00,000 - US$ 25,00,000
Job Overview

The successful candidate will be responsible for managing a select portfolio of accounts, identifying opportunities, and developing product solutions to meet client needs in partnership with product partners.

  • Prioritize Client Needs
  • Originate and Market Accounts
  • Support Senior Bankers and Relationship Managers
  • Liaise with Portfolio Management, Legal, Risk, and Product Teams
  • Negotiate Commercial Loans and Assist with Deal Execution
  • Monitor Credit and Perform Due Diligence
  • Communicate with Clients and Internal Stakeholders
About the Role

This role is ideal for an individual who possesses excellent communication, analytical, and problem-solving skills. The successful candidate will work closely with senior bankers and relationship managers to develop marketing materials, account plans, and strategy papers.

  1. Key Responsibilities
  2. Skill Requirements
  3. Benefits and Growth Opportunities
  4. Team Collaboration

Origination and Marketing

The successful candidate will take origination and marketing responsibility for a select number of accounts within the coverage portfolio. This involves identifying potential opportunities with these accounts and coordinating the development of product solutions to meet client needs in partnership with product partners.

Deal Execution

The candidate will assist product partners in deal execution, negotiate commercial loans, and liaise with portfolio management, legal, risk, and other teams as needed.

Credit Monitoring

The candidate will perform fundamental credit analysis to propose a credit rating and support the exposure request. They will also communicate with credit risk and portfolio management departments to better anticipate risk issues.

Client Onboarding

The candidate will liaise with clients and internal stakeholders to ensure a smooth onboarding process. This includes maintaining updated client monitoring systems and ensuring all operational requirements are met.

Operations Management

The candidate will manage the primary contact point for clients and internal stakeholders throughout the transaction process. This includes preparing, reviewing, and managing necessary documentation related to client transactions.

  • Portfolio Manager

    4 weeks ago

    Ahmedabad, Gujarat, India Peoplemint Consultants Full time

    J Hiring for "Portfolio Manager" in a leading Bank.Job Title: Portfolio Manager – Mid-Market Group (MMG)Location-ChennaiJob Responsibilities:Manage and grow a portfolio of MMG clients through acquisition of new accounts and retention of existing relationships.Identify client needs and offer customized banking solutions across assets, liabilities, trade...

  • Portfolio Manager

    2 days ago

    Ahmedabad, Gujarat, India Aavas Financiers Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesAs the Portfolio Manager, you will be responsible for the overall management and performance of a assigned branches. Your role entails developing and implementing strategies to drive sales, enhance customer satisfaction, and ensure operational efficiency. You will lead a team of sales and support staff, oversee day-to-day operations,...

  • Credit Portfolio Manager

    4 days ago

    Ahmedabad, Gujarat, India beBeecredit Full time ₹ 5,00,000 - ₹ 10,00,000

    Job Description:We are seeking a seasoned Credit Portfolio Manager to join our team. As a key member of our organization, you will be responsible for maintaining a healthy and balanced credit portfolio, ensuring compliance with internal and external guidelines, and driving business growth through effective risk management.

  • Investment Portfolio Manager

    1 day ago

    Ahmedabad, Gujarat, India beBeeinvestment Full time US$ 91,666 - US$ 1,52,311

    Portfolio Management RoleThe Portfolio Management team serves as leaders and collaborators across all functions within the lifecycle of our investment products.We seek a highly motivated individual to play a key role in reporting to investors, shareholders, and key stakeholders invested in single-family rental properties. This includes communicating with...

  • Business Portfolio Manager

    7 days ago

    Ahmedabad, Gujarat, India beBeeBranchHead Full time ₹ 6,00,000 - ₹ 10,00,000

    Job Summary:The Branch Head oversees the management of a book of business, encompassing growth tracking, daily sales productivity, and portfolio hygiene. Key responsibilities include supervising marketing operations, dealing with auditors, and coordinating internal audit queries.Responsibilities:Manage a portfolio of business comprising multiple...

  • Portfolio Manager

    4 weeks ago

    Ahmedabad, Gujarat, India LAGRANGE POINT INTERNATIONAL PRIVATE LIMITED Full time

    SMB Portfolio Manager About the Organization:We are a global, mission-driven organization focused on accelerating economic growth by empowering entrepreneurs, scaling small businesses, and building a future-ready workforce. Through strategic partnerships and innovative programs, we create real-world impact across emerging economies.Role Overview:The SMB...

  • Strategic Asset Portfolio Manager

    4 hours ago

    Ahmedabad, Gujarat, India beBeePortfolio Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job DescriptionThe role of an Analyst – Asset Portfolio Manager involves overseeing and analyzing New Markets Tax Credit (NMTC) asset portfolios. The successful candidate will be responsible for managing a portfolio of investments, reviewing construction draw requests, analyzing borrower financials, conducting site visits, and maintaining regular borrower...

  • Strategic Portfolio Manager

    5 days ago

    Ahmedabad, Gujarat, India beBeePortfolio Full time ₹ 18,00,000 - ₹ 20,25,000

    Strategic Portfolio ManagerAbout the Role:This strategic role involves conducting in-depth research and analysis to identify new product opportunities in emerging markets. The selected candidate will provide critical insights to support portfolio selection committee decisions and strategy planning, ensuring alignment with our growth objectives.Main...

  • Senior Credit Portfolio Manager

    3 days ago

    Ahmedabad, Gujarat, India beBeeCreditAnalyst Full time ₹ 1,28,00,000 - ₹ 2,33,20,000

    About the RoleThe credit analysis function for corporate clients globally is managed by the Credit Analysis team. We are seeking an ambitious credit analyst to cover a varied portfolio across the EMEA region.Job ProfilePurpose of Role: Manage a portfolio of EMEA Corporate clients and undertake objective detailed due diligence of borrowers / industry.Main...

  • Application Portfolio Management

    3 days ago

    Ahmedabad, Gujarat, India Anblicks Full time US$ 90,000 - US$ 1,20,000 per year

    Application Portfolio Management (APM) SpecialistPosition OverviewWe are seeking a highly motivated and detail-oriented Application Portfolio Management (APM) Specialist to join our dynamic IT team. This role is pivotal in empowering application data excellence through automation and collaboration. The ideal candidate will be responsible for managing,...