246 Investment Portfolio Jobs - Page 10

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

4R Investments Pvt. Ltd. is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journey. Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading ...

Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance. Schedule and conduct regular client meetings to review their financial plans, investment portfolios Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed. Responsible to generate business and meet the monthly, quarterly, annual Business Criteria Ensure all client interactions and transactions comply with regulatory requirements and company policies. Required qualifications, capabilities, and skills Bachelors degree is required Minimum 2-5 years of experience in finance field Ability to analyze clients financial situa...

Who We Are: We are a Wealth & Asset Management company that focuses on building customised and value based solutions for clients, built ground up by a team with a strong experience of hand-holding clients across multiple market cycles. We offer PMS and equity broking services to individuals, family offices and institutions backed by cutting-edge technology and advanced research and planning tools. Who We Are Looking for: We are seeking a highly motivated and experienced Senior Wealth Manager to join our Wealth Management team. As a Sr. Wealth Manager, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients. Your ex...

We are seeking dynamic and experienced professional to join our growing team as Chief Financial Officer . The ideal candidate will have a strong background in portfolio management, financial planning, and data analytics. You will work closely with clients to analyze their portfolios and provide expert investment advice while leveraging data to optimize portfolio performance. Key Responsibilities: Portfolio Management: Analyze and manage client investment portfolios, providing tailored strategies to meet their financial goals. Data-Driven Decision Making: Utilize data to inform investment decisions, enhance portfolio performance, and provide actionable insights. Market Monitoring: Continuousl...

About the Role: This Bank is seeking a dynamic Investment Specialist to support their Wealth Management and Priority Banking teams . This is an individual contributor role, primarily responsible for guiding Relationship Managers (RMs) in delivering superior investment solutions to clients. The Investment Specialist will also engage in joint client meetings to provide expert advice, ensuring high-quality service and enhanced client satisfaction. Key Responsibilities: Handhold and mentor Relationship Managers on investment advisory, asset allocation, and portfolio construction. Conduct joint calls/meetings with clients to understand financial goals and provide personalized investment strategie...

About the Role: We are seeking a highly skilled and experienced professional for the role of Wealth Performance and Analytics Analyst. The ideal candidate should have a strong background in Data Analytics, SQL and ETL, with significant experience in the banking, investment, portfolio management and financial services sectors. Requirements: Minimum 8 to 12 years of experience in SQL and ETL, with 8-10 years in Data Analytics, within the Banking/Financial Services domain preferably wealth performance Strong proficiency in writing complex SQL queries. Hands-on experience with Tableau for data visualization is mandatory. Familiarity with Alteryx is optional. Extensive experience in banking, inve...

Drive business development & deliver high quality customer service using wealth management techniques aligned with bank’s objectives Meet individual PBG targets across Third Party Products &banking products Achieve 10% AUM growth for own clients Required Candidate profile Relationship Manager Private Banking Wealth Management Client Acquisition Customer Relationship Management (CRM) Portfolio Management Investment Advisory Financial Planning

Responsibilities: * Provide financial advice on investments * Analyze equities & manage portfolios * Develop investment plans & strategies * Collaborate with clients' goals & risk tolerance *strong knowledge of mutual funds is mandatory Annual bonus Health insurance

Immediate Openings for Investment Accounting Partnership Process Bangalore- Contract Experience: 6 + Years Skill: Investment Accounting Partnership Process Location: Pan India Notice Period: Immediate Employment: Contract Experience and Skills: 5+ years of experience in investment accounting , Record to Report , fund administration, or private equity accounting Experience in managing client relationships, especially with demanding clients, ensuring their specific requirements are met with high-quality service. Experience with accounting for complex investment portfolios, including private equity, hedge funds, or other alternative investments. Advanced proficiency in Microsoft Excel (financia...

Dear Candidate, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore Min 7 years into HNI clients handling, Mutual funds sales is required. Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for dev...

Role & responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuit...

Job Title: Portfolio Manager Support (Data Analytics), Real Estate Your key responsibilities As an Analyst (Data Analytics), Real Estate, you will assist with various business critical data and portfolio analysis workstreams. These include: Development and Analysis of the US Real Estate performance data track record Continually improve and expand the detail of data coverage, analytical content and reporting of performance attribution related to our investment portfolio Produce or assist in producing critical reports for senior members of the real estate investment committee and other real estate investment personnel Actively carry out quantitative and qualitative performance analysis on asse...

To apply, email your resume to: snagpal1932@gmail.com , 9811550992 (Consultant for hiring) 1. Position: Senior Vice President / Executive Director Wealth Management Experience: 15–20+ years Key Responsibilities: Build and lead a high-performing wealth advisory team, focusing on HNI/UHNI clientele. Drive the growth strategy for wealth management in target geographies (Delhi & Mumbai). Personally manage key relationships and provide comprehensive financial solutions. Structure investment portfolios across: Vanilla stock broking MTF (Margin Trading Facility) IPO opportunities AIFs (Category I, II, III) Unlisted & Pre-IPO shares Collaborate with product, research, and risk teams to deliver tailo...

Your key responsibilities As an Analyst (Data Analytics), Real Estate, you will assist with various business critical data and portfolio analysis workstreams. These include: Development and Analysis of the US Real Estate performance data track record Continually improve and expand the detail of data coverage, analytical content and reporting of performance attribution related to our investment portfolio Produce or assist in producing critical reports for senior members of the real estate investment committee and other real estate investment personnel Actively carry out quantitative and qualitative performance analysis on asset, portfolio and fund level Perform continuous back testing of stra...

* Graduation * NISM XA/ NISM XB / NISM VA / NISM VB Certification * Preferred background in BFSI Sales * Experience in BPO or financial services. candidates with NISM VA/VB certification: • Salary-- 20,714 to 32714k in hand HR Arti 9522754537 Required Candidate profile Graduate is required excellent communication NISM OR BFSI experienced is mandatory

Manage personal financial Personal accounts, trusts, and investment portfolios Track personal budgets, cash flows and financial performance Coordinate tax consultants Bill payments, expense tracking Monitor asset allocations Required Candidate profile Experience 15 years Gender Male

Join us as a Programme Manager This is an opportunity to put your technical skills to the test in an exciting new career challenge as you lead a strategic portfolio of technology programmes You ll have overall accountability for programme plans, controls, resource plans and progress reporting, keeping a constant focus and challenge on delivering customer value Joining a fast paced and forward thinking environment, you ll benefit from valuable stakeholder exposure, and will gain great recognition for you and your work We're offering this role at director level What you'll do In your new role, you ll be accountable for our technology programme and project lifecycles to deliver sustainable busi...