98 Portfolio Handling Jobs

Platinum Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management Ltd.

Role & responsibilities Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing HNI UHNI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring adherence to Compliance processes and guidelines Preferred candidate profile Education ...

Job Title: Relationship Manager Commercial Banking Group Grade: Manager Location: Gangapur, Nashik Incentives: High-Earning Potential | Lucrative Performance-Based Incentives About Commercial Banking Group (CBG): The Commercial Banking Group caters to clients with a turnover between 10 Cr to 250 Cr, delivering the One Axis proposition. The group offers a comprehensive suite of solutions including forex, trade finance, payments, cash management, tax payments , and retail offerings such as salary accounts, trust services, commercial cards, and credit cards. About the Role: As a Relationship Manager , you will be responsible for acquiring and managing corporate clients, understanding their fina...

Job Title: Relationship Manager Commercial Banking Group Grade: Assistant Manager / Deputy Manager Location: Across South Mumbai , Bandra Incentives: High-Earning Potential | Lucrative Performance-Based Incentives About Commercial Banking Group (CBG): The Commercial Banking Group caters to clients with a turnover between 10 Cr to 250 Cr, delivering the One Axis proposition. The group offers a comprehensive suite of solutions including forex, trade finance, payments, cash management, tax payments , and retail offerings such as salary accounts, trust services, commercial cards, and credit cards. About the Role: As a Relationship Manager , you will be responsible for acquiring and managing corp...

Role & responsibilities: Wealth Management Branch Banking Portfolio Handling Customer Relation Retail Liabilities NTB Preferred candidate profile: Wealth Management Branch Banking Portfolio Handling Customer Relation Retail Liabilities NTB

Role & responsibilities Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold) Acquires new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. Preferred candidate profile

*Acquire new clients through leads, referrals, family / group accounts, etc. *Grow the banks liability base (e.g., CASA, fixed deposits) by deepening relationships with existing premium customers. *Crosssell bank and thirdparty products including investment, insurance, credit cards, loans, wealth & asset management etc. *Regularly service the mapped client base: handle enquiries, conduct regular reviews, address client needs, maintain relationships. *Meet sales / liability / revenue targets for assigned portfolio. *Participate in bank / branch campaigns for product launches, liability growth, etc. Ensure compliance with bank’s policies, KYC/AML regulations, regulatory norms.

Responsible for branch business, handling current accounts of customer, third party product like Li,GI,Card,BL,service Current account sourcing Providing alternate channel product ex-internet banking, mobile banking and card products •Manage CASA BOOK

Job Description: Axis Bank is seeking a dynamic and driven Relationship Manager for its Commercial Banking Group , catering to clients with turnovers ranging from 10 Cr to 250 Cr. The RM will be responsible for acquiring new SME clients, deepening existing relationships, and delivering comprehensive banking solutions. Key Responsibilities: Client Acquisition: Source new-to-bank SME customers through referrals, networking, and lead generation. Relationship Management: Build and maintain strong relationships with corporate clients, ensuring high levels of customer satisfaction. Product Solutions: Offer tailored banking products including Trade & Forex, CMS, SME Loans, Tax Payments, Internet Ba...

Virtual Relation Manager ( Chennai )Grade :- AM/DM Responsibilities Manage and nurture client relationships through virtual engagements Provide clients with personalized financial advice and solutions Identify opportunities to cross-sell banking products and services Respond promptly to client inquiries, providing exceptional customer service Collaborate with internal departments to ensure holistic client service Track and achieve sales targets and business objectives Maintain up-to-date knowledge of banking products and services Ensure compliance with regulatory and company policies during all interactions Qualifications Bachelor's degree in Finance, Business Administration, or related fiel...

Wealth Manager Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment. T...

Responsibilities: * Execute stock/commodity trades & monitor markets. * Manage company financial & corporate profile. * Ensure SEBI & Govt. compliance. * Strong analytics & presentation skills. * Analyze market data, charts, and investment risks.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management Ltd.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management Ltd.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management Ltd.

- Guide clients in equity investments - Provide research-based stock recommendations - Manage client portfolios effectively - Ensure superior client servicing & retention - Stay updated on market trends & regulatory changes Required Candidate profile - Graduated in Finance/Commerce - Salary up to 5.50 LPA + Incentives - 1–4 years of experience in equity advisory/stock broking - Strong knowledge of equity & investment More Info :: 84888 33693

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and expand existing ones. Identify opportunities for cross-selling of financial products such as broking, demat accounts, mutual fund sales, portfolio handling, wealth management services. Collaborate with internal teams to resolve customer queries and issues efficiently. Develop a deep understanding of client needs and preferences to provide tailored solutions. Meet or exceed monthly targets set by the organization.

Walk- in Drive on 26th Sep'25 for Premier / Elite Virtual Relationship Manager at IndusInd Bank, Chennai (Karapakkam) Job Role : Achieve sales targets and providing Customer service by managing assigned portfolio of customers for the Bank through phone. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the relationships. Effectively service, outbound calls to customers. Sales targets spread across Liabilities, Retail Assets, Forex, Credit Cards, Online trading etc. Requirements: Any Graduate or Post Graduate 1 - 5 years experience in BPO Sales, Phone Banker would be preferred. Multilinguistic candidates are preferred. Excellent communication skills Su...

Job description Relationship manager ( Working capital) Location :- Trivandrum Core Responsibilities Acquisition of New to Bank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. Enhance Book Profitability and Client stickiness by consistently seek...

Responsibilities: * Execute stock/commodity trades & monitor markets. * Manage company financial & corporate profile. * Ensure SEBI & Govt. compliance. * Strong analytics & presentation skills. * Analyze market data, charts, and investment risks.

Key Responsibilities: Source and acquire new CASA customers through field sales, cold calling, and referrals. Conduct customer onboarding, ensure complete KYC and documentation. Cross-sell banking products (FD, RD, Debit/Credit Cards, Insurance, etc.). Achieve assigned CASA acquisition and revenue targets. Build and maintain strong customer relationships for future business opportunities. Adhere to compliance, process, and service quality standards. Requirements: Graduate in any discipline. 6 months - 4 Years of sales experience (BFSI/field sales preferred). Strong communication & interpersonal skills. Target-driven with ability to work in a fast-paced environment. Driving license and two-wh...

- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products. - Generate business actions across liabilities, asset Required Candidate profile - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - Must be having strong expertise in portfolio handling of big HNI customers

Work Level : Individual Core : Communication Skills, Networking Leadership : Building Work Relationships Industry Type : NBFC Function : Business Development Manager (BDM) Key Skills : Demandand Supply,Supply Chain,Supply Chain Finance,Supply Chain Management,Supply Planning,MNC Client,Large Corporate,Corporate Lending,Whole Sale Banking,Portfolio Construction,Portfolio Handling Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Roles & Responsibility Acquire new quality corporate business for Indias largest platform (Acquisition of market participants(Buyers viz. Large corporate, Sellers/ Suppliers, Financiers viz. Banks/ NBFCs) Drive sales through ...