246 Investment Portfolio Jobs - Page 5

Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. HR Himanshu 6232535322 Salary- 2,0000 - 32000 Required Candidate profile Graduate is mandatory NISM Certificate

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships.

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships.

Job Description: The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products. Introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Co...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

You will be responsible for effectively managing the Bank's liquidity, cash flows, and covering operations. This includes overseeing the overall liquidity positions of the Bank, funding all Bank activities, and ensuring optimal utilization of the Bank's excess liquidity. Your role will require creativity in responding to changes in the market environment. One of your main responsibilities will be to formulate ideas and strategies to capitalize on money market movements for the Investment Portfolio. You will need to provide a thorough assessment of Money Market activities, identify trends, and closely monitor market changes, particularly those related to monetary and fiscal policies that coul...

You will be responsible for providing Project Portfolio reports to facilitate decision-making and prioritize the project portfolio. You will own the cross-functional project plans within the Project Management tools, ensuring proper project management and oversight by major stakeholders. This includes creating portfolio reports with necessary information such as resource forecasts and historical portfolio trends. Additionally, you will oversee and review resource forecasting for the project portfolio, maintaining accurate and up-to-date information and establishing governance processes for monitoring forecast accuracy. You will also be accountable for developing and implementing project plan...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Hiring: Independent Financial Advisor (IFA) Responsibilities: Acquire & onboard IFAs to grow AUM Train & support IFAs on products Complete onboarding & referrals Cross-sell investment & wealth products Build strong franchise relationships Required Candidate profile Mumbai / Pune | 6–11 LPA | Top Private Bank Subsidiary 2–5 yrs in Mutual Funds / PMS / AIF sales B2B sales experience Graduate / PG; NISM 10 preferred call 9022157571 Khyati www.hyfly.in

Job Description: Job Title: Product Manager Investments Product Manager Wealth Management Segment Corporate Title : AVP Location: Mumbai, India Role Description This role also involves managing relationships with business partners, AMCs, and third-party product providers ideating on product opportunities and building robust client centric portfolios and driving digital growth of transactions with enhancement of processes and platforms. Key objective will be to strengthen DPM & AOFs product suite. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare...

Relationship Manager/Senior Relationship Manager - GIFT CITY AHMEDABAD Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowle...

About The Role : Job TitleQuantitative Investment Solutions (QIS) Structuring Corporate TitleAVP LocationMumbai, India Role Description Deutsche Banks Quantitative Investment Solutions (QIS) team develops, markets and implements systematic strategies across asset classes, with a range of investor objectives from yield generation, enhanced beta, hedging and market access. We work with a range of client types globally, from pension funds and insurance companies to asset managers and private banks. You will join our product development team, working on portfolio solutions / commodities . You will join a global team with a reputation for innovation and a track record of launching cutting-edge pr...

Roles and Responsibilities Manage investor relationships through effective communication, ensuring timely updates on investment portfolio performance. Develop and implement investment strategies to maximize returns while minimizing risk. Identify potential investors, negotiate deals, and close fundraising transactions. Oversee fund management activities, including budgeting, forecasting, and reporting. Provide expert advice on investment advisory services to clients.

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: RIC Is a Team leaderN Team Size: - NA Grade: SM/AVP/VP Business: Retail Banking Department: Affluent Business Sub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless...

HDFC Bank is hiring for RM role - Mutual Funds as a part of Capital & Commodity Markets Vertical - Mumbai. Role & responsibilities Deepen the relationship with MFs (existing and new) Broaden the engagement across Collections, Payments of the MFs and AMCs Acquire key NTBs across payment aggregators, MF platforms, large service providers to MFs, key IFAs Explore asset opportunities Work on renewing / setting up Credit lines on existing and new MFs and manage the limits Win and implement CMS mandates (NACH) with MFs and ecosystem players in coordination with CMS product and operations Win dividend mandates of MFs Implement API / H2H solutions Explore business opportunities across FX, collection...

Over the last 20 years, Ares success has been driven by our people and our culture. Today, our team is guided by our core values Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description Primary functions and essential responsibilities The Associate will work to support the Alternative Credit Product...

So, what s the role all about We are looking for a Treasury Manager to join our Treasury team. In this role, you will gain hands-on experience in shaping strategic treasury solutions, deepen your expertise in financial risk management, and play a key part in driving business growth across the organization. You will work collaboratively with the Corporate Services organization, financial institutions, and other key stakeholders. How will you make an impact Monitor and forecast global cash flows; analyze cash activities and enhance reporting. Review and analyze the investment portfolio for policy compliance and risk monitoring. Drive customer credit and risk; serve as the contact for credit in...

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Han...

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Apoorva 9713546791 Required Candidate profile Excellent communication is required graduate is mandatory NISM VA/VB OR XA/XB OR 5 /8/10 Certificates are required

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Arti 9522754537 Required Candidate profile Excellent communication is required graduate is mandatory NISM certificate is required

• Candidate should have exp handling HNI and UHNI Clients • Candidate should move a minimum book size of 20 cr • Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data col...

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including d...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with client’s investment objectives 5. Joint calls with branch team