12 Portfolio Diversification Jobs

As an intern at Lokesh Trading Services Limited, you will have the opportunity to learn about investment and insurance fields. Your day-to-day responsibilities will include: - Researching on stocks, mutual funds, and bonds. - Working on strategy making for personal financing. Lokesh Trading Services Limited operates as a sub-broker company, offering various trading-related services. The company manages accounts by monitoring investments, adjusting portfolios, and ensuring regulatory compliance. It provides clients with information by keeping transaction records and updating them on their investment status. Additionally, it educates clients on investment risks to aid informed decision-making ...

Role description A Position Overview: Position Title Training Manager (Partnership Distribution) Role Summary : To manage training & development objective of the allotted PARTNER branches/cluster To ensure optimal training coverage to realize desired sales & product mix objective. To plan training calendar and ensure training coverage as per planned calendar & training needs & agreed flavor of the month. To ensure that right selling behavior, sales ethics and right sales practices are embedded through the training imparted in line with company standards and regulations. To closely work with the sales team of both Tata AIA & Partner to formulate training strategy as per need. To ensure delive...

Job Purpose This position is open with Bajaj Finance ltd. Culture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomes Duties and Responsibilities Required qualification and experience and Job Profile :Educational & Professional Qualifications and Skills: CA / MBA Finance from a reputed institute. Candidate needs to have an overall experience of 5-7 years Required Qualifications and Experience Practice Emotional Intelligence - Develops the team, supporting them to do moreListens to others, stays calm under pressure, and treats everyone with respe...

Job Purpose To manage existing client base and to add more clients. Maintaining quality of the asset book managed by selfCulture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomes Duties and Responsibilities Source New to Bajaj relationships for Commercial Emerging Corporate Business (Turnover Build a diversified portfolio offering revenues from Assets NII, Fees, Cross sell etc. Asset opportunities to be sourced aligned to the lending norms as prescribed. Appraise financial strength of client, advise and structure the facility meeting client s ...

Job Purpose To manage existing client base and to add more clients. Maintaining quality of the asset book managed by selfCulture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomes Duties and Responsibilities Source New to Bajaj relationships for Commercial Emerging Corporate Business (Turnover Build a diversified portfolio offering revenues from Assets NII, Fees, Cross sell etc. Asset opportunities to be sourced aligned to the lending norms as prescribed. Appraise financial strength of client, advise and structure the facility meeting client s ...

Job Purpose To manage existing client base and to add more clients. Maintaining quality of the asset book managed by selfCulture Anchor:Have high ambitions - Inspires the team to aim for higher targets and supports in achieving themOwn It - Acknowledges uncertainty and makes changes in own decisions/ actions for better outcomes Duties and Responsibilities Source New to Bajaj relationships for Commercial Emerging Corporate Business (Turnover Build a diversified portfolio offering revenues from Assets NII, Fees, Cross sell etc. Asset opportunities to be sourced aligned to the lending norms as prescribed. Appraise financial strength of client, advise and structure the facility meeting client s ...

Role Overview: You are sought after to join as a Finance and Accounts Specialist in Udaipur, Rajasthan, for a hybrid role that involves working on financial operations, taxation, compliance, budgeting, and wealth management. Your role will require a deep understanding of both Indian and international financial regulations and a dedication to enhancing financial performance. Key Responsibilities: - Manage day-to-day accounting operations such as AP/AR, reconciliations, and financial reporting. - Ensure adherence to GST, Income Tax, and PF regulations. - Handle tax filings, audits, and statutory documentation. - Lead annual budget planning, forecasting, and variance analysis. - Support financi...

As a Sales Manager (Agency), your role revolves around managing relationships with Agency channel partners to drive business growth. Your key responsibilities include: - Achieving monthly topline targets - Diversifying the portfolio into motor, non-motor, and health products - Recruiting Agents through various sources to achieve business targets - Achieving overall Gross Written Premium (GWP) and sustainable profitability - Maintaining Combined Ratio at budgeted levels to minimize Loss & Cost of Acquisition - Activating agents month on month as per set targets - Coordinating with other departments like Underwriting, Claims, and Operations - Supporting and guiding Agents in policy services ac...

Role Overview: As an Investment Advisor at a company specializing in premium commercial real estate, you will have the opportunity to help clients invest in properties that offer stable rental yields, capital appreciation, and portfolio diversification. You will be responsible for advising high net worth individuals on alternative investment options, managing client portfolios, and driving investment pitches while ensuring your team meets sales and revenue targets. Additionally, you will have the chance to grow within the company with structured mentorship and attractive incentives for consistent closures. Key Responsibilities: - Lead and mentor a team of up to 10 advisors within 6 months - ...

You will have the opportunity to learn about investment and insurance in this role. Your responsibilities will include conducting research on stocks, mutual funds, and bonds, as well as working on developing strategies for personal financing. Lokesh Trading Services Limited is a sub-broker company that offers various trading-related services. As part of your role, you will be involved in managing accounts by monitoring investments, adjusting portfolios, and ensuring regulatory compliance. You will also be responsible for providing clients with information by maintaining transaction records and keeping them updated on their investment status. Furthermore, you will educate clients on investmen...

As a Financial Sales Executive at Krishna Investments in Surat, you will play a vital role in expanding our reach and delivering personalized financial solutions to clients. Join our team to contribute to our mission of building wealth with clarity and care. Your primary responsibilities will include client acquisition through field sales activities. You will be required to identify and approach prospective clients, including HNIs, salaried professionals, and business owners. Attending meetings, networking events, and conducting in-person consultations will be crucial in establishing strong client relationships. Utilizing solution-based selling techniques, you will present mutual funds, SIPs...

Role & responsibilities Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc. Secondary Responsibilities : Evaluate the growth s...