258 Transactional Banking jobs in India
Commercial Banking Portfolio Manager
Hyderabad, Andhra Pradesh
Wells Fargo
Posted today
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a Commercial Banking Portfolio Manager.
**In this role, you will:**
+ Research complex credit investigations and diverse credit information for loans
+ Identify opportunity for process improvements within scope of responsibilities or functional area
+ Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
+ Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
+ Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers
**Required Qualifications:**
+ 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 2 years of Commercial Banking Portfolio Management experience
**Job Expectations:**
+ Responsibility includes but not limited to Perform reviews of credit reports prepared by credit underwriting teams and support oversight of related loan data.
+ Review and validate the accuracy in financial analysis for commercial loans
+ Summarize errors and outline areas of risk from reviewing the credit underwriting details.
+ Accurately identify applicable credit policy exceptions by reviewing the credit documents.
+ Surface and escalate risk often identified from inadequate or failed processes, and error trends.
+ Clarify and credibly challenges in case of ambiguity or deviation to the policy and procedures.
+ Document and synthesize findings based on above mentioned conclusions into a report presented to credit underwriting team.
+ As needed, participate and provide SME expertise for business initiatives.
+ Understand the feedback received from the senior reviewers in the team and implement the same in their day-to-day work.
+ Quality-check the work performed by junior team members and provide appropriate feedback on the same.
**Posting End Date:**
27 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a Commercial Banking Portfolio Manager.
**In this role, you will:**
+ Research complex credit investigations and diverse credit information for loans
+ Identify opportunity for process improvements within scope of responsibilities or functional area
+ Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
+ Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
+ Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers
**Required Qualifications:**
+ 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 2 years of Commercial Banking Portfolio Management experience
**Job Expectations:**
+ Responsibility includes but not limited to Perform reviews of credit reports prepared by credit underwriting teams and support oversight of related loan data.
+ Review and validate the accuracy in financial analysis for commercial loans
+ Summarize errors and outline areas of risk from reviewing the credit underwriting details.
+ Accurately identify applicable credit policy exceptions by reviewing the credit documents.
+ Surface and escalate risk often identified from inadequate or failed processes, and error trends.
+ Clarify and credibly challenges in case of ambiguity or deviation to the policy and procedures.
+ Document and synthesize findings based on above mentioned conclusions into a report presented to credit underwriting team.
+ As needed, participate and provide SME expertise for business initiatives.
+ Understand the feedback received from the senior reviewers in the team and implement the same in their day-to-day work.
+ Quality-check the work performed by junior team members and provide appropriate feedback on the same.
**Posting End Date:**
27 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.
0
Commercial Banking Portfolio Manager
Bengaluru, Karnataka
Wells Fargo
Posted today
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a Commercial Banking Portfolio Manager.
**In this role, you will:**
+ Research complex credit investigations and diverse credit information for loans
+ Identify opportunity for process improvements within scope of responsibilities or functional area
+ Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
+ Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
+ Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers
**Required Qualifications:**
+ 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Required Qualifications for Europe, Middle East & Africa only:**
+ Experience in Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics.
+ 2+ years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class).
+ Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
+ Good knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moody's Risk Analytics would be a plus.
+ Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors.
+ Excellent communication skills, with special focus on business writing skills for credit reports.
+ Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
+ Intermediary to advanced excel skills would be a plus
**Job Expectations:**
+ Responsibility includes, but not limited to:
+ Evaluate financial performance of companies / borrower / guarantor / commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the time period.
+ This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity.
+ Perform market research using various third-party applications and compare performance of borrowing entity against market data to draw conclusion of overall performance.
+ Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines.
+ Document and synthesize findings based on above mentioned reviews into a credit report which would be for presented to lending officers and / or approval committees.
+ Understand the feedback received from the reviewers and implement the same in their day-to-day work.
+ Quality check of work performed by junior team members and provide appropriate feedback on the same.
**Posting End Date:**
27 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a Commercial Banking Portfolio Manager.
**In this role, you will:**
+ Research complex credit investigations and diverse credit information for loans
+ Identify opportunity for process improvements within scope of responsibilities or functional area
+ Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
+ Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
+ Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers
**Required Qualifications:**
+ 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Required Qualifications for Europe, Middle East & Africa only:**
+ Experience in Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics.
+ 2+ years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class).
+ Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
+ Good knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moody's Risk Analytics would be a plus.
+ Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors.
+ Excellent communication skills, with special focus on business writing skills for credit reports.
+ Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
+ Intermediary to advanced excel skills would be a plus
**Job Expectations:**
+ Responsibility includes, but not limited to:
+ Evaluate financial performance of companies / borrower / guarantor / commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the time period.
+ This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity.
+ Perform market research using various third-party applications and compare performance of borrowing entity against market data to draw conclusion of overall performance.
+ Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines.
+ Document and synthesize findings based on above mentioned reviews into a credit report which would be for presented to lending officers and / or approval committees.
+ Understand the feedback received from the reviewers and implement the same in their day-to-day work.
+ Quality check of work performed by junior team members and provide appropriate feedback on the same.
**Posting End Date:**
27 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.
1
Commercial Banking Portfolio Manager
Hyderabad, Andhra Pradesh
Wells Fargo
Posted 1 day ago
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a Commercial Banking Portfolio manager.
**In this role, you will:**
+ Research complex credit investigations and diverse credit information for loans
+ Identify opportunity for process improvements within scope of responsibilities or functional area
+ Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
+ Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
+ Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers
**Required Qualifications:**
+ 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics.
+ 2+ years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class)
+ Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
+ Good knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moody's Risk Analytics would be a plus.
+ Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors
+ Excellent communication skills, with special focus on business writing skills for credit reports.
+ Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
+ Intermediary to advanced excel skills would be a plus
**Job Expectations:**
+ Responsibility includes, but not limited to:
+ Evaluate financial performance of companies / borrower / guarantor / commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the time period.
+ This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity.
+ Perform market research using various third party applications and compare performance of borrowing entity against market data to draw conclusion of overall performance.
+ Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines.
+ Document and synthesize findings based on above mentioned reviews into a credit report which would be for presented to lending officers and / or approval committees.
+ Understand the feedback received from the reviewers and implement the same in their day to day work.
+ Quality check of work performed by junior team members and provide appropriate feedback on the same.
**Posting End Date:**
6 Nov 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a Commercial Banking Portfolio manager.
**In this role, you will:**
+ Research complex credit investigations and diverse credit information for loans
+ Identify opportunity for process improvements within scope of responsibilities or functional area
+ Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
+ Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
+ Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers
**Required Qualifications:**
+ 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics.
+ 2+ years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class)
+ Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
+ Good knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moody's Risk Analytics would be a plus.
+ Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors
+ Excellent communication skills, with special focus on business writing skills for credit reports.
+ Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
+ Intermediary to advanced excel skills would be a plus
**Job Expectations:**
+ Responsibility includes, but not limited to:
+ Evaluate financial performance of companies / borrower / guarantor / commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the time period.
+ This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity.
+ Perform market research using various third party applications and compare performance of borrowing entity against market data to draw conclusion of overall performance.
+ Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines.
+ Document and synthesize findings based on above mentioned reviews into a credit report which would be for presented to lending officers and / or approval committees.
+ Understand the feedback received from the reviewers and implement the same in their day to day work.
+ Quality check of work performed by junior team members and provide appropriate feedback on the same.
**Posting End Date:**
6 Nov 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.
2
Senior Commercial Banking Portfolio Manager
Bengaluru, Karnataka
Wells Fargo
Posted today
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager.
**In this role, you will:**
+ Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area
+ Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
+ Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements
+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals
+ Lead projects and teams or serve as a mentor for less experienced individuals
**Required Qualifications:**
+ 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics.
+ Atleast 4 years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class).
+ Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
+ Well versed with Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moody's Risk Analytics would be a plus.
+ Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors.
+ Excellent communication skills, with special focus on business writing skills for credit reports.
+ Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
+ Advanced excel skills would be a plus
**Job Expectations:**
+ Responsibility includes, but not limited to
+ Evaluate financial performance of companies / borrower / guarantor / commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the time period.
+ This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity.
+ Perform market research using various third party applications and compare performance of borrowing entity against market data to draw conclusion of overall performance.Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines.
+ Document and synthesize findings based on above mentioned reviews into a credit report which would be for presented to lending officers and / or approval committees.
+ Quality check of work performed by junior team members and provide appropriate feedback on the same.
+ Training & mentoring junior colleagues along with reviewing, checking & overseeing and undertaking workload planning as well.- Understand the feedback received from the onshore team members and disseminate the same to the team.
**Posting End Date:**
27 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager.
**In this role, you will:**
+ Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area
+ Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
+ Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements
+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals
+ Lead projects and teams or serve as a mentor for less experienced individuals
**Required Qualifications:**
+ 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics.
+ Atleast 4 years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class).
+ Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
+ Well versed with Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moody's Risk Analytics would be a plus.
+ Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors.
+ Excellent communication skills, with special focus on business writing skills for credit reports.
+ Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
+ Advanced excel skills would be a plus
**Job Expectations:**
+ Responsibility includes, but not limited to
+ Evaluate financial performance of companies / borrower / guarantor / commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the time period.
+ This would include review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity.
+ Perform market research using various third party applications and compare performance of borrowing entity against market data to draw conclusion of overall performance.Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines.
+ Document and synthesize findings based on above mentioned reviews into a credit report which would be for presented to lending officers and / or approval committees.
+ Quality check of work performed by junior team members and provide appropriate feedback on the same.
+ Training & mentoring junior colleagues along with reviewing, checking & overseeing and undertaking workload planning as well.- Understand the feedback received from the onshore team members and disseminate the same to the team.
**Posting End Date:**
27 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.
3
Lead Commercial Banking Portfolio Coordinator
Bengaluru, Karnataka
Wells Fargo
Posted today
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator with experience in Quality Review/Spread Financial statements of private as well as public limited companies of different industries in credit application utilized for traditional asset-based lending, specialized senior secured financing, Accounts receivable financing and purchase order financing to companies and make relevant adjustments in cash flow and various ratio calculations to reflect true financial status of the customers
**Responsibilities**
+ **Technical:**
+ Quality check on the elements applicable per Business Procedures, highlight discrepancies, update checklists, and report the observations
+ Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement
+ Prepare projected financial statements as per relationship managers requirement
+ Complete Pro forma adjustments based on the projected financial information as per requirement
+ Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
+ Assessing the repayment capacity of the highly leveraged Borrower's.
+ Should handle subjectivity in the financial analysis/spreading and substantiate with reasons
+ **Operational:**
+ Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
+ Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
+ Act as a coach or mentor to facilitate learning from experience depending on requirement
+ Facilitates communication to resolve problems and advance strategies.
+ Make a significant contribution toward achieving team goals through knowledge and skills.
+ Lead or champion efforts to increase productivity and goal accomplishment.
**Essential Qualifications**
**Chartered Accountant and Bachelor's Degree (Commerce Mandatory), equivalent**
+ Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
+ Should have an experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors
+ Strong knowledge of preparation and analysis of projected and Proforma based financial statements
+ Sound knowledge of ratio analysis, cash flow, and trend analysis
+ Should have experience of Financial spreading across all the Industries
+ Sound knowledge on Moody's Risk Analytics (MRA) (added advantage)
+ Strong knowledge on GAAP Accounting / International Financial Reporting Standards
+ Ability to read & analyze financial statements.
+ **Excellent knowledge of MS office application primarily MS Word, MS Excel and Powerpoint**
+ Strong analytical skills.
+ Excellent communication skills
+ Should be flexible to stretch as per business requirement
**Required Qualifications:**
+ 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications**
+ Stakeholders/Client management
+ Able to multi-task to accomplish tasks effectively.
+ Strong analytic skill, Quick Learner & Attention to detail
+ Ability to work quickly & accurately while maintaining acceptable standards of workmanship
+ Ability to recognize and escalate to management for any process breaches
+ Highly motivated with strong organizational
+ Flexibility to work in different shifts
+ Ability to succeed in a team environment
**Posting End Date:**
26 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator with experience in Quality Review/Spread Financial statements of private as well as public limited companies of different industries in credit application utilized for traditional asset-based lending, specialized senior secured financing, Accounts receivable financing and purchase order financing to companies and make relevant adjustments in cash flow and various ratio calculations to reflect true financial status of the customers
**Responsibilities**
+ **Technical:**
+ Quality check on the elements applicable per Business Procedures, highlight discrepancies, update checklists, and report the observations
+ Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement
+ Prepare projected financial statements as per relationship managers requirement
+ Complete Pro forma adjustments based on the projected financial information as per requirement
+ Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
+ Assessing the repayment capacity of the highly leveraged Borrower's.
+ Should handle subjectivity in the financial analysis/spreading and substantiate with reasons
+ **Operational:**
+ Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
+ Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
+ Act as a coach or mentor to facilitate learning from experience depending on requirement
+ Facilitates communication to resolve problems and advance strategies.
+ Make a significant contribution toward achieving team goals through knowledge and skills.
+ Lead or champion efforts to increase productivity and goal accomplishment.
**Essential Qualifications**
**Chartered Accountant and Bachelor's Degree (Commerce Mandatory), equivalent**
+ Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
+ Should have an experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors
+ Strong knowledge of preparation and analysis of projected and Proforma based financial statements
+ Sound knowledge of ratio analysis, cash flow, and trend analysis
+ Should have experience of Financial spreading across all the Industries
+ Sound knowledge on Moody's Risk Analytics (MRA) (added advantage)
+ Strong knowledge on GAAP Accounting / International Financial Reporting Standards
+ Ability to read & analyze financial statements.
+ **Excellent knowledge of MS office application primarily MS Word, MS Excel and Powerpoint**
+ Strong analytical skills.
+ Excellent communication skills
+ Should be flexible to stretch as per business requirement
**Required Qualifications:**
+ 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications**
+ Stakeholders/Client management
+ Able to multi-task to accomplish tasks effectively.
+ Strong analytic skill, Quick Learner & Attention to detail
+ Ability to work quickly & accurately while maintaining acceptable standards of workmanship
+ Ability to recognize and escalate to management for any process breaches
+ Highly motivated with strong organizational
+ Flexibility to work in different shifts
+ Ability to succeed in a team environment
**Posting End Date:**
26 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.
4
Lead Commercial Banking Portfolio Coordinator
Hyderabad, Andhra Pradesh
Wells Fargo
Posted 1 day ago
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator
**In this role, you will:**
+ Support performance and overall effectiveness of team, as well as cross-group administrative operations
+ Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
+ Review credit information of loans for companies and industries
+ Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
+ Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
+ Independently prioritize work and provide day-to-day-work leadership and mentorship to team
+ Lead or contribute to implementation of new or revised processes and procedures
+ Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information.
**Required Qualifications:**
+ 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Analyze real estate related documents like Appraisal, Lease agreements
+ Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process
+ Perform complex credit investigations on companies and industries
+ Utilize knowledge and interpretation of procedures to direct less experienced individuals
+ Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
+ Understand the feedback received from the reviewers and implement the same in their day-to-day work.
+ Quality check of work performed by junior team members and provide appropriate feedback on the same.
+ Deliver quality work product within agreed upon timelines.
+ Ability to properly escalate issues or complaints in a timely manner.
+ Able to support his/her FLM in preparing the internal reports like performance report, Daily/Weekly Monthly reports and dashboards
+ Prepare/design training programs, learning curve design with examples/samples/test cases. Provide progress plan for team members.
+ Prepare PDP packs, process documents should be up to date
**Posting End Date:**
29 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator
**In this role, you will:**
+ Support performance and overall effectiveness of team, as well as cross-group administrative operations
+ Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
+ Review credit information of loans for companies and industries
+ Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
+ Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
+ Independently prioritize work and provide day-to-day-work leadership and mentorship to team
+ Lead or contribute to implementation of new or revised processes and procedures
+ Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information.
**Required Qualifications:**
+ 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Analyze real estate related documents like Appraisal, Lease agreements
+ Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process
+ Perform complex credit investigations on companies and industries
+ Utilize knowledge and interpretation of procedures to direct less experienced individuals
+ Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
+ Understand the feedback received from the reviewers and implement the same in their day-to-day work.
+ Quality check of work performed by junior team members and provide appropriate feedback on the same.
+ Deliver quality work product within agreed upon timelines.
+ Ability to properly escalate issues or complaints in a timely manner.
+ Able to support his/her FLM in preparing the internal reports like performance report, Daily/Weekly Monthly reports and dashboards
+ Prepare/design training programs, learning curve design with examples/samples/test cases. Provide progress plan for team members.
+ Prepare PDP packs, process documents should be up to date
**Posting End Date:**
29 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.
5
Senior Commercial Banking Portfolio Manager
Bengaluru, Karnataka
Wells Fargo
Posted 1 day ago
Job Viewed
Job Description
**About this role:**
"Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow."
**In this role, you will:**
+ Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area
+ Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
+ Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements
+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals
+ Lead projects and teams or serve as a mentor for less experienced individuals
**Required Qualifications:**
+ 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired qualifications:**
+ MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics.
+ At least 4 years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class)
+ Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
+ Well versed with Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moody's Risk Analytics would be a plus.
+ Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors
+ Excellent communication skills, with special focus on business writing skills for credit reports.
+ Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
+ Advanced excel skills would be a plus
**Posting End Date:**
6 Nov 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
"Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow."
**In this role, you will:**
+ Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area
+ Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
+ Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements
+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals
+ Lead projects and teams or serve as a mentor for less experienced individuals
**Required Qualifications:**
+ 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired qualifications:**
+ MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics.
+ At least 4 years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class)
+ Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance).
+ Well versed with Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis. Working experience with Moody's Risk Analytics would be a plus.
+ Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors
+ Excellent communication skills, with special focus on business writing skills for credit reports.
+ Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template.
+ Advanced excel skills would be a plus
**Posting End Date:**
6 Nov 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.
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6
Lead Commercial Banking Portfolio Coordinator
Bengaluru, Karnataka
Wells Fargo
Posted 2 days ago
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator
**In this role, you will:**
+ Support performance and overall effectiveness of team, as well as cross-group administrative operations
+ Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
+ Review credit information of loans for companies and industries
+ Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
+ Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
+ Independently prioritize work and provide day-to-day-work leadership and mentorship to team
+ Lead or contribute to implementation of new or revised processes and procedures
+ Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information
**Required Qualifications:**
+ 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Chartered Accountant and Bachelor's Degree (Commerce Mandatory), equivalent
+ Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
+ Should have an experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors
+ Strong knowledge of preparation and analysis of projected and Proforma based financial statements
+ Sound knowledge of ratio analysis, cash flow, and trend analysis
+ Should have experience of Financial spreading across all the Industries
+ Sound knowledge on Moody's Risk Analytics (MRA) (added advantage)
+ Strong knowledge on GAAP Accounting / International Financial Reporting Standards
+ Ability to read & analyze financial statements.
+ Excellent knowledge of MS office application primarily MS Word, MS Excel and Powerpoint
+ Strong analytical skills.
+ Excellent communication skills
+ Should be flexible to stretch as per business requirement
+ Stakeholders/Client management
+ Able to multi-task to accomplish tasks effectively.
+ Strong analytic skill, Quick Learner & Attention to detail
+ Ability to work quickly & accurately while maintaining acceptable standards of workmanship
+ Ability to recognize and escalate to management for any process breaches
+ Highly motivated with strong organizational
+ Flexibility to work in different shifts
+ Ability to succeed in a team environment
**Job Expectations:**
+ Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement
+ Prepare projected financial statements as per relationship managers requirement
+ Complete Pro forma adjustments based on the projected financial information as per requirement
+ Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
+ Assessing the repayment capacity of the highly leveraged Borrower's.
+ Should handle subjectivity in the financial analysis/spreading and substantiate with reasons
+ Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
+ Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
+ Act as a coach or mentor to facilitate learning from experience depending on requirement
+ Facilitates communication to resolve problems and advance strategies.
+ Make a significant contribution toward achieving team goals through knowledge and skills.
+ Lead or champion efforts to increase productivity and goal accomplishment
**Posting End Date:**
29 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator
**In this role, you will:**
+ Support performance and overall effectiveness of team, as well as cross-group administrative operations
+ Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
+ Review credit information of loans for companies and industries
+ Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
+ Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
+ Independently prioritize work and provide day-to-day-work leadership and mentorship to team
+ Lead or contribute to implementation of new or revised processes and procedures
+ Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information
**Required Qualifications:**
+ 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Chartered Accountant and Bachelor's Degree (Commerce Mandatory), equivalent
+ Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
+ Should have an experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors
+ Strong knowledge of preparation and analysis of projected and Proforma based financial statements
+ Sound knowledge of ratio analysis, cash flow, and trend analysis
+ Should have experience of Financial spreading across all the Industries
+ Sound knowledge on Moody's Risk Analytics (MRA) (added advantage)
+ Strong knowledge on GAAP Accounting / International Financial Reporting Standards
+ Ability to read & analyze financial statements.
+ Excellent knowledge of MS office application primarily MS Word, MS Excel and Powerpoint
+ Strong analytical skills.
+ Excellent communication skills
+ Should be flexible to stretch as per business requirement
+ Stakeholders/Client management
+ Able to multi-task to accomplish tasks effectively.
+ Strong analytic skill, Quick Learner & Attention to detail
+ Ability to work quickly & accurately while maintaining acceptable standards of workmanship
+ Ability to recognize and escalate to management for any process breaches
+ Highly motivated with strong organizational
+ Flexibility to work in different shifts
+ Ability to succeed in a team environment
**Job Expectations:**
+ Includes end to end responsibility of request received from clients includes financial spreading in MRA tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement
+ Prepare projected financial statements as per relationship managers requirement
+ Complete Pro forma adjustments based on the projected financial information as per requirement
+ Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
+ Assessing the repayment capacity of the highly leveraged Borrower's.
+ Should handle subjectivity in the financial analysis/spreading and substantiate with reasons
+ Should be flexible in switching roles in between Processors/DSO/QC at any point of time during the day/months as per business requirement
+ Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines
+ Act as a coach or mentor to facilitate learning from experience depending on requirement
+ Facilitates communication to resolve problems and advance strategies.
+ Make a significant contribution toward achieving team goals through knowledge and skills.
+ Lead or champion efforts to increase productivity and goal accomplishment
**Posting End Date:**
29 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.
7
Commercial Banking Portfolio Management Associate Manager
Bengaluru, Karnataka
Wells Fargo
Posted 2 days ago
Job Viewed
Job Description
**About this role:**
Wells Fargo is seeking a Commercial Banking Portfolio Management Associate Manager
**In this role, you will:**
+ Supervise entry to mid-level individual contributors with less work complexity and risk in Commercial Banking Portfolio (CIB) management functional area
+ Ensure credit execution is consistent and aligned with required credit policies and processes
+ Support and drive adoption of new credit policies and related changes across the team
+ Identify and recommend opportunities for process improvement and risk control development in the Commercial Banking Portfolio management functional area
+ Make day to day supervisory and tactical decisions and resolve issues related to team supervision, work allocation and daily operations under direction of Commercial Banking Portfolio management leveraging interpretation of policies, procedures, and compliance requirements
+ Support in execution of policy changes
+ Collaborate and consult with Commercial Banking Portfolio management peers, colleagues, and more experienced managers
+ Coach and develop credit team
+ Manage allocation of people and financial resources for Commercial Banking Portfolio management
+ Mentor and guide talent development of direct reports and assist in hiring talent
**Required Qualifications:**
+ 2+ years of Commercial Banking Portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 1+ years of leadership experience
**Desired Qualifications:**
+ Manage team of 10-20 members in commercial lending domain which includes processes around financial spreading, credit research, preparation of credit write ups, collateral valuation, credit limit recommendation, and assessment of security position etc.
+ Perform quality checks of the work completed by junior team members across all the processes
+ Manage dual responsibilities; 50% as an Individual contributor and 50% manage delivery
+ Able to manage junior as well as senior team members and able to handle conflicts
+ Manage and ensure smooth delivery of daily operations as per SLA
+ Experience in performance and career management of the team members
+ Process improvement and redesign - proactively identify, analyze and improve existing processes / process reengineering.
+ Able to manage projects independently
+ Responsible for managing transition of processes from on shore to offshore
+ Facilitates communication to resolve problems and advance strategies.
+ Connect with LOB partners on conference calls/understand updates etc.
+ Lead or champion efforts to increase productivity and goal accomplishment.
+ Act as a coach or mentor to facilitate learning from experience.
+ Responsible for management reporting
+ Most recent experience must include direct team leading experience in commercial lending domain which includes financial spreading and financial analysis teams
+ Should have experience in spreading of Corporate's Financial Statements in client application
+ Should have an experience in assessing credit worthiness of the corporate borrowers based on qualitative and quantitative factors
+ Strong knowledge on GAAP Accounting / International Financial Reporting Standards
+ Sound knowledge of ratio analysis, cash flow, and trend analysis
+ Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
+ Understanding on Company's management and equity sponsors strength & weaknesses.
+ Sound understanding of Pro forma adjustments based on the projected financial information and spread accordingly in the tool
+ Excellent report writing skills
+ Excellent communication skills
+ Strong analytic skill, Quick Learner & Attention to detail
**Job Expectations:**
+ Project management
+ Stakeholders/Client management
+ Able to multi-task to accomplish tasks effectively.
+ Ability to work quickly & accurately while maintaining acceptable standards of workmanship
+ Ability to recognize and escalate to management for any process breaches
+ Highly motivated with strong organizational
+ Flexibility to work in different shifts
+ Ability to succeed in a team environment
**Posting End Date:**
29 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
Wells Fargo is seeking a Commercial Banking Portfolio Management Associate Manager
**In this role, you will:**
+ Supervise entry to mid-level individual contributors with less work complexity and risk in Commercial Banking Portfolio (CIB) management functional area
+ Ensure credit execution is consistent and aligned with required credit policies and processes
+ Support and drive adoption of new credit policies and related changes across the team
+ Identify and recommend opportunities for process improvement and risk control development in the Commercial Banking Portfolio management functional area
+ Make day to day supervisory and tactical decisions and resolve issues related to team supervision, work allocation and daily operations under direction of Commercial Banking Portfolio management leveraging interpretation of policies, procedures, and compliance requirements
+ Support in execution of policy changes
+ Collaborate and consult with Commercial Banking Portfolio management peers, colleagues, and more experienced managers
+ Coach and develop credit team
+ Manage allocation of people and financial resources for Commercial Banking Portfolio management
+ Mentor and guide talent development of direct reports and assist in hiring talent
**Required Qualifications:**
+ 2+ years of Commercial Banking Portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 1+ years of leadership experience
**Desired Qualifications:**
+ Manage team of 10-20 members in commercial lending domain which includes processes around financial spreading, credit research, preparation of credit write ups, collateral valuation, credit limit recommendation, and assessment of security position etc.
+ Perform quality checks of the work completed by junior team members across all the processes
+ Manage dual responsibilities; 50% as an Individual contributor and 50% manage delivery
+ Able to manage junior as well as senior team members and able to handle conflicts
+ Manage and ensure smooth delivery of daily operations as per SLA
+ Experience in performance and career management of the team members
+ Process improvement and redesign - proactively identify, analyze and improve existing processes / process reengineering.
+ Able to manage projects independently
+ Responsible for managing transition of processes from on shore to offshore
+ Facilitates communication to resolve problems and advance strategies.
+ Connect with LOB partners on conference calls/understand updates etc.
+ Lead or champion efforts to increase productivity and goal accomplishment.
+ Act as a coach or mentor to facilitate learning from experience.
+ Responsible for management reporting
+ Most recent experience must include direct team leading experience in commercial lending domain which includes financial spreading and financial analysis teams
+ Should have experience in spreading of Corporate's Financial Statements in client application
+ Should have an experience in assessing credit worthiness of the corporate borrowers based on qualitative and quantitative factors
+ Strong knowledge on GAAP Accounting / International Financial Reporting Standards
+ Sound knowledge of ratio analysis, cash flow, and trend analysis
+ Strong knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower
+ Understanding on Company's management and equity sponsors strength & weaknesses.
+ Sound understanding of Pro forma adjustments based on the projected financial information and spread accordingly in the tool
+ Excellent report writing skills
+ Excellent communication skills
+ Strong analytic skill, Quick Learner & Attention to detail
**Job Expectations:**
+ Project management
+ Stakeholders/Client management
+ Able to multi-task to accomplish tasks effectively.
+ Ability to work quickly & accurately while maintaining acceptable standards of workmanship
+ Ability to recognize and escalate to management for any process breaches
+ Highly motivated with strong organizational
+ Flexibility to work in different shifts
+ Ability to succeed in a team environment
**Posting End Date:**
29 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.
8
Financial Services Consultant
Uttar Pradesh, Uttar Pradesh
Assetara Limited
Posted 15 days ago
Job Viewed
Job Description
Become the Face of Our Company: Client Success Manager (Office-Based)
Ready to lead the fintech revolution and bridge the gap between innovation and real clients? We're an international team building an AI platform for financial analytics and trading, shaking up the game in Asia, Europe, and the USA. If you love fintech, communication, and want to captain your own officethis is your ticket to the future!
How It Works?
- First Month: Get $1000 to kick things offcover trips, time, ordering promo materials, finding an office, and setting up social media. This is our chance to see your energy and for you to dive into our platform.
- Post-Launch: Fixed base salary of $000 per month (with growth as we scalewe invest in your wins!).
- Prep Phase: Immerse yourself in our AI platform, master the client engagement scripts, and get ready to inspire clients on our mission: making finance smarter and more accessible.
Earning PotentialClient Engagement Bonuses Earn extra on top of your base through our program:
- Tier 1: 8% of client contracts
- Tier 2: 2.5% of contracts
- Tier 3: 1.5% of contracts
- Tier 4: 1% of contracts
- Tier 5: 0.5% of contracts
Example: A client walks into your office, you guide them through a consultation, they sign up for 10,000and you pocket 8%, that's 800. As your client network grows, so does your incometo the moon!
What's on Deck?
- Run the office like it's yours: from launch to daily opsit's all in your hands.
- Guide clients through our AI platform: analytics, trading, data magic.
- Host in-person meetings at the office and online consults via Zoom.
- Hand out promo materials so everyone knows about usfrom flyers to cool merch.
- Attract new fintech fans to innovations that change lives.
Who We're Looking For?
- Passion for fintech and cutting-edge solutionsyou're all in!
- Top-notch communication, results-driven vibe, and the chops to solo-run an office.
- Bonus: Sales or client service experienceshare how you closed your dream deal!
Conditions That Inspire
- Base: From 1000/month starting month one (plus growth!).
- Bonuses: Up to 8% on contractsno cap.
- Location: Full-time office-based in your country (Asia, Europe, or USA)your city, your office.
- tg danielradutak
This advertiser has chosen not to accept applicants from your region.
9