8 Client Portfolio Jobs

Demonstrate commitment to consultative sales in service of client goals. Manage a portfolio (book of business) of small business clients with responsibility for revenue for their business and meta. Prioritize outreach plans across your assigned portfolio based on understanding of clients and their needs. Research and discover fundamental understanding of vertical(s)/market(s) industry and client business models. Deep knowledge of sales, vertical and local market knowledge as well as cross channel media selling. Experienced problem solver and proactive communicator

Demonstrate commitment to consultative sales in service of client goals. Manage a portfolio (book of business) of small business clients with responsibility for revenue for their business and meta. Prioritize outreach plans across your assigned portfolio based on understanding of clients and their needs. Research and discover fundamental understanding of vertical(s)/market(s) industry and client business models. Deep knowledge of sales, vertical and local market knowledge as well as cross channel media selling. Experienced problem solver and proactive communicator

Advanced Client portfolio research & Strategy,Market intelligence & Competitive strategy. sip

Job description Monitor margin exposures and ensure client portfolios comply with regulatory and internal margin requirements. Investigate margin shortfalls and coordinate resolution efforts with clients and relevant business units. Analyze collateral movements and optimize margin utilization strategies. Support margin methodology enhancements through data analysis and scenario modelling

• Increase database by meeting clients and taking reference from existing to build AUM. • have knowledge of products like Insurance, fixed income, mutual funds. • understand portfolio in terms of risk, to achieve financial goals.

Job Description : We are looking for a highly experienced professional to lead our HNI Desk with a focus on HNI & Ultra-HNI client acquisition , revenue generation, and team leadership across the Equity, Commodity, and Currency markets . Key Responsibilities : Acquire, manage & retain HNI & Ultra HNI clients with focus on broking revenues Manage the complete P&L of the HNI Desk Recruit, train & lead a team of HNI RMs and Advisors Monitor client portfolios and offer advisory services for high ROI Execute cross-sell strategies for Mutual Funds, PMS, Insurance & Structured Products Drive revenues across online & offline platforms Work closely with research & advisory teams to deliver investment...

Role & responsibilities : Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments. Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk. Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channel). Analyzing & monitoring the clients portfolio and render advisory services for securing high ROI. Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others). Prom...

Role & responsibilities : Managing Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients Maintaining in depth knowledge of companys products and services, particularly General Insurance and Mutual Funds. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment and Insurance needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 2-4 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on exper...