Talent.com
Client Portfolio Lead

Client Portfolio Lead

InvoicemartThāne, Republic Of India, IN
14 hours ago
Job description

We currently have openings for Relationship Manager & Client Relationship Manager positions at our Thane - Mumbai location. Additionally, we are expanding to Pune location & are looking for a Relationship Manager for that location as well.

A.TREDS Limited (a group company of Axis Bank) is a national level online platform which facilitates financing of Receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers. TREDS is in the business of opening accounts, uploading, accepting, discounting and settlement of Invoices and Bills of Exchange by way of Factoring and Reverse Factoring and provide such other services as permitted by the RBI from time-to-time.

Invoicemart is an online receivable discounting platform for facilitating the short-term financial transactions in a smooth and efficient manner among the financers, buyers and sellers.

To know more about the organization please visit our website www.Invoicemart.Com

Key deliverables :

  • Acquisition and Onboarding of new large corporates & Mid corporates, nurturing existing relationships under the portfolio and on-board new corporates for supplier / vendor finance / channel finance / factoring programs.
  • Maintain relationship with key stakeholders (Large corporates) to ensure smooth running of business and drive joint calls with business RMs to tap business opportunity with existing clients of bank.
  • Ability to identify clients and grow transactions as the Relationship Manager - Supply Chain Finance Sales, and work in an fintech exciting environment
  • Anchor The Portfolio Manager in Transaction completion, and team to conduct day to day transactions for existing clients and onboard new client
  • Facilitate tie with FinTech's and structure products around new business opportunities.
  • Facilitate SCF sales team in conversion of leads provided by Anchor Corporate.
  • Work closely with the product, operations & service teams to address operational & service queries

Educational Qualifications :

The candidate should have a Post-Graduate / MBA degree with specialization in any stream, Or a Graduate degree with experience in relationship management in relevant industry.

Experience :

The Relationship Manager shall have an overall experience of 3-10 years in corporate business as relationship management in Finance, Banking, Investment Banking, Fintech, Rating Agency, NBFC industry.

If you love working with people and thrive in fast-paced environments, we would like to have a conversation with you.

  • Excellent written, verbal, and interpersonal skills to communicate effectively.
  • Go-getter ability to work independently
  • Leadership team management skills
  • Attention to detail
  • Strong financial, analytics and technology orientation
  • Interested candidates can contact - siddhi.vaidya@invoicemart.com

    Create a job alert for this search

    Client • Thāne, Republic Of India, IN

    Related jobs
    • Promoted
    Portfolio Manager - Retail Liabilities

    Portfolio Manager - Retail Liabilities

    WorkassistMumbai, India
    Position : Portfolio Manager | Retail Liabilities Work Level : Senior Leadership Industry Type : BankingShow moreLast updated: 30+ days ago
    • Promoted
    JP Morgan Chase - Associate - Credit Risk Modelling

    JP Morgan Chase - Associate - Credit Risk Modelling

    JP Morgan ChaseMumbai, India
    Credit Risk Modelling Associate Description : Are you passionate about building innovative products ...Show moreLast updated: 17 days ago
    • Promoted
    Client Relationship Manager

    Client Relationship Manager

    MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITEDMumbai, Maharashtra, India
    Hiring for Client Relationship Manager role.The Corporate is a modern asset management and financial advisory platform focused on transparent, cost-efficient, and unbiased financial solutions for c...Show moreLast updated: 14 days ago
    • Promoted
    • New!
    Associate Securitized Products (CMBS, CRE)

    Associate Securitized Products (CMBS, CRE)

    CompanyMumbai, Maharashtra, India
    Role - Associate Securitized Products.Analyzing prepayment and default trends for various types of mortgage securitizations and. Monitoring investor ownership structure in different sectors.Monitori...Show moreLast updated: less than 1 hour ago
    • Promoted
    Oracle EBS Technical Associate

    Oracle EBS Technical Associate

    Walden Digitalthane, maharashtra, in
    IT and digital services company which develops value-added technical solutions for the pharmaceutical supply chain on a European scale, through its own WMS & TMS platforms, a web access tool and a ...Show moreLast updated: 1 day ago
    • Promoted
    Client Segment Risk, Client Segments, Associate, Wealth Management

    Client Segment Risk, Client Segments, Associate, Wealth Management

    Morgan StanleyMumbai, India
    Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services. At Morgan Stanley India, we are shaping the future...Show moreLast updated: 13 days ago
    • Promoted
    JP Morgan Chase - Senior Associate - Portfolio Compliance

    JP Morgan Chase - Senior Associate - Portfolio Compliance

    J.P. Morgan Services India Private LimitedMumbai, India
    EMEA Location - Bangalore / Mumbai Experience - 6+ Years We are seeking a highly motivated individual to join our team as an Guideline...Show moreLast updated: 24 days ago
    • Promoted
    Investment Banking Associate

    Investment Banking Associate

    Magma Digital VenturesThane, IN
    A global investment group focused on private equity, growth capital, and strategic acquisitions.The team works across the United States, Europe, and emerging markets, partnering with founders and o...Show moreLast updated: 1 day ago
    • Promoted
    Client-Facing Product & Solutions Specialist, VP

    Client-Facing Product & Solutions Specialist, VP

    Deutsche BankMumbai, India
    Job Title : Client-Facing Product & Solutions Specialist, VP.Managing all the investment advisory mandates across India.Able to formulate various asset class views (Equity, Debt & Multi-asset) views...Show moreLast updated: 13 days ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    InCred Financial ServicesMumbai, Maharashtra, India
    Manager – Portfolio Operations Role & responsibilities Collections and Delinquency Management : Monitor month-on-month (MoM) numbers for 0–30-day overdue accounts. Respond promptly to requests from ...Show moreLast updated: 9 days ago
    • Promoted
    Lead Generation Specialist

    Lead Generation Specialist

    LoyyalThane, IN
    Loyyal is a leader in loyalty and payments innovation, offering an advanced Enterprise SaaS Suite powered by patented blockchain technology. Our platform helps loyalty programs enhance customer enga...Show moreLast updated: 1 day ago
    • Promoted
    Portfolio Analytics (Quants) - Senior Associate - Fund Services

    Portfolio Analytics (Quants) - Senior Associate - Fund Services

    Morgan StanleyMumbai, India
    Senior Associate, Portfolio Analytics - Quants, Fund Services.We're seeking someone to join our team as a Associate to assist with performance and exposure / risk attribution analytics of hedge fund ...Show moreLast updated: 13 days ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    FionicsMumbai, Maharashtra, India
    Systematic Portfolio Manager - India / Remote 40+ systematic funds / prop firms seeking experienced PMs.What you'll do : - Manage systematic portfolios across asset classes - Own P&L responsibility a...Show moreLast updated: 30+ days ago
    • Promoted
    Team Lead BD (Forex & CFD)

    Team Lead BD (Forex & CFD)

    PU PrimeThane, IN
    The Business Development Manager will be responsible for generating sales and driving revenue growth by offering CFD, Forex products and services. This role involves identifying new sales opportunit...Show moreLast updated: 2 days ago
    • Promoted
    Senior T24 Developer - Investment Banking

    Senior T24 Developer - Investment Banking

    Systems LimitedThane, IN
    The ideal candidate will possess strong technical expertise in.Securities workflows, Temenos API frameworks, and system integrations. This role involves leading the end-to-end delivery of T24 techni...Show moreLast updated: 9 days ago
    • Promoted
    Senior Credit Analyst

    Senior Credit Analyst

    Branch InternationalKalyan-Dombivli, IN
    Branch is a leading AI-based lending fintech with 50M+ downloads across India and Africa.We use alternative data to reach millions of people that are largely excluded from the financial sector.Head...Show moreLast updated: 12 days ago
    • Promoted
    Manager - Client Reporting

    Manager - Client Reporting

    M&G plc.Mumbai, India
    We are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We are a fully owned subsidiary of the M&G gr...Show moreLast updated: 13 days ago
    • Promoted
    DPM Portfolio Manager, VP

    DPM Portfolio Manager, VP

    Deutsche BankMumbai, India
    Job Title : DPM Portfolio Manager.Corporate Title : Vice President.The Client-Facing Product & Solutions Specialist will be an integral part of the discretionary portfolio management (DPM) team.They ...Show moreLast updated: 30+ days ago