7223 Portfolio Management Jobs

Position Specifications: Corporate Title Analyst / Associate Experience 1-5 years Qualification B.E/B. Tech for Top Tier Institutes, MBA (Finance) or CA R ole & Responsibilities: The Discretionary Portfolio Management team member will work closely with Portfolio Managers, Investment Advisors, dealing desk, and operations across regions (HK/SG/DIFC) focusing on: Portfolio Analytics and Review Perform regular portfolio analysis and generate client reviews and analytics Monitor and analyse portfolio performance and risk metrics Execute portfolio rebalancing for various DPM strategies Process Automation and Enhancement Identify and implement automation opportunities for operational workflows Dev...

WELCOME TO SITA At SITA, we keep airports moving, airlines flying smoothly, and borders open. Our technology and communication innovations power the success of the global air travel industry. Youll find us in 95% of international airports, working closely with over 2,500 transportation and government clients. Each partnership brings unique challenges, and we thrive on delivering fresh solutions and cutting-edge tech to keep operations running like clockwork. We dont just move the world forwardwere proud to be recognized as a Great Place to Work® by our employees and certified in most of our growing locations. Here, we feel empowered, supported, and inspired to grow. Are you ready to love you...

RPMG: Portfolio Manager - Auto Loans INTERNAL USAGE No of Vacancies Reports to Cluster Portfolio Manager Is a Team leader N Team Size Grade AM/DM Business Retail Banking Department Retail Portfolio Management Group Sub - Department Auto Loans Location PAN India About Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank s retail receivables, with a sharp focus on loss containment , cost efficiency , and portfolio sustainability Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution RPMG engages delinquent customers ...

RPMG: Portfolio Manager Credit Card INTERNAL USAGE No of Vacancies Reports to Area Collections Manager Is a Team leader N Team Size Grade AM/DM/M Business Retail Banking Department Retail Portfolio Management Group Sub - Department PDM/Flows/NPA Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans and Credit Cards among others They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager for Credit Cards is responsible ...

RPMG: Portfolio Manager Credit Card INTERNAL USAGE No of Vacancies Reports to Area Collections Manager Is a Team leader N Team Size Grade AM/DM/M Business Retail Banking Department Retail Portfolio Management Group Sub - Department PDM/Flows/NPA Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans and Credit Cards among others They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager for Credit Cards is responsible ...

RPMG: Portfolio Manager Personal Loan INTERNAL USAGE No of Vacancies Reports to Area Collections Manager Is a Team leader N Team Size Grade AM/DM/M Business Retail Banking Department Retail Portfolio Management Group Sub - Department PDM/Flows/NPA Location PAN India About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, Personal Loans and Credit Cards among others They also offer working capital loans and Business loans for Small Businesses and is also responsible for the receivables/collections business of the bank About the Role The Portfolio Manager for Personal Loans is responsi...

About Bharat Banking The increasing income diversification, evolution of the tech stack, various government schemes to improve livelihoods, and integrating the country via roads and the internet have provided strong tailwinds to the rural and semi urban (RUSU) or Bharat markets To better capitalize on the growth runway and open the world of possibilities for the Bharat customer, the bank has set up a separate Bharat Bank vertical It is an amalgamation of products and geography, handling certain core products across the country and all the products in the RUSU branches The objective is to accelerate the growth journey by expanding distribution reach via branches, partnerships, and digital pre...

Business strategy Know the customer: Deeply understand customer behaviour, develop new customer insights Own the business: Co-own the P&L, develop the business model, understand where opportunities are and create a viable business to service them Know the market: Stay on top of trends in an ever-changing landscape, find opportunities and prioritize based on size, internal capabilities, etc. Know the competition: Understand online and offline players. Ensure Flipkart selection stays well ahead of competition Influence the leadership: Convert strategies into action by liaising with cross-functional leadership and drive the changes required Vendor Management Develop deep and long standing relat...

About Wholesale Banking Coverage Group The Wholesale Banking Coverage Group (WBCG) focusses on doing business with customers such as the Government, Strategic, large and mid-corporates and the SMEs across industries like Infrastructure, Engineering, Chemicals, Oil& Gas, Metals, textiles etc The Corporate lending business emphasizes on doing business with higher rated corporates with a focus on garnering a higher share of the cash flows by providing working capital facilities About the Role The RM is responsible for scoping of the area sales and operations and implementing strategies to increase productivity and performance levels in order to achieve the Circle s financial targets They are re...

Lead end-to-end, full life cycle recruitment, from direct approach to completion. Conduct requirement intake calls with hiring managers, offering guidance on recruitment processes, controls, and policies. Evaluate, interview, and present qualified candidates to hiring managers, refining recruiting strategies based on feedback. Serve as a subject matter expert, influencing decision-making and effectively managing hiring manager and candidate expectations. Educate candidates on career growth potential, benefits, compensation philosophy, and the advantages of employment, ensuring successful offer closures. Develop and implement diversity strategies, educating hiring managers to present a divers...

Position Purpose The opening is for an AAA & Actuate developer who is able to design and give new solution for the upcoming changes to the existing as well as new assets/applications within the Services division. This role is technology oriented, which includes defining development methodologies, hands on development for new projects/evolutions, production L3 (Developer level) support, providing technical solutions and performing POC for new relevant frameworks available in market. Knowledge and experience in the Wealth Management (Private Banking) domain is a good to have. (Portfolio Analysis, Order Management and Advisory functions). Responsibilities Perform AAA Front end (GUI) development...

Job Title: Assistant Manager Operations Location: Lower Parel, Mumbai Company: Arvog Finance ( Finkurve Financial Services Limited ) Department: Operations Experience: 3+ years in Operations, Compliance, or Financial Services Website: https://www.arvog.com/ Role Summary We are seeking an experienced and detail-oriented Assistant Manager Operations to join our team in Lower Parel, Mumbai. The ideal candidate will have strong expertise in operations, compliance, RBI regulations, and credit bureau reporting. This role requires managing collections, vendor accounting, MIS reporting, audits, and coordination with fintech and technology partners to ensure seamless and compliant business operations...

Position Purpose The opening is for an AAA & Actuate developer who is able to design and give new solution for the upcoming changes to the existing as well as new assets/applications within the Services division. This role is technology oriented, which includes defining development methodologies, hands on development for new projects/evolutions, production L3 (Developer level) support, providing technical solutions and performing POC for new relevant frameworks available in market. Knowledge and experience in the Wealth Management (Private Banking) domain is a good to have. (Portfolio Analysis, Order Management and Advisory functions). Responsibilities Perform AAA Front end (GUI) development...

Position Purpose The AVP Trade Operations APAC will report hierarchically and functionally to the Head of Trade Operations Chennai. The Trade Operations - APAC perimeter includes all the operations performed in Chennai and Mumbai. Operations Management - responsible for the coordination and contribution to a range of operational activities in Middle Office Leads and provides operational support, which may involve BAU management/ KPI monitoring /risk and control/people management/project management/stakeholder management, etc. Works closely with internal management team of Middle Office / dual locations/spoke locations/and other internal/external stakeholders. Responsibilities Direct Responsi...

Dear Candidates, IndusInd Bank is hiring for Regional Investment Head - Pioneer Banking, Mumbai location. Job title: Regional Investment Head - Pioneer Location: Mumbai Reports to: Head Investments - Affluent Banking Role Details Managing Premier Banking segment from a product management, marketing and business development to ensure higher customer engagement and customer wallet penetration. Overall Job Description Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate. Supporting RMs in activating clients under advisory services Maintaining client portfolios, conducting periodic reviews and recommend...

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the client...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Candidate Profile 1) 5 - Ye...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

VP/ AVP NRI Desk , Pvt Client Group, Equity Broking 1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great chan...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

Role Title: Relationship Manager Professional Clients Group (PCG) Reporting To: Cluster Head PCG Location: Mumbai / Delhi/ Bangalore / Chennai / Hyderabad / Ahmedabad / Pune / Kolkata / Guwahati Experience Required: 5+ years Role Type: Individual Contributor About the Professional Clients Group (PCG) The PCG vertical at Nuvama caters to Ultra-HNIs, Family Offices, and Corporate clients. With presence in all key metro cities across India, the team delivers specialized services in equity, derivatives, and wealth solutions backed by high-touch engagement and strong research capabilities. Role Overview As a Relationship Manager – PCG, you will be responsible for acquiring, managing, and growing ...

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - kap.divya@kotak.com also share your updated resume on 9326261828

Responsibilities: Manage client relationships for sales growth & retention Maximize revenue through effective investment strategies Generate leads, close deals & manage portfolios Financial services background preferred

We are seeking an experienced Credit Manager to manage credit facilities, debt syndication, and risk assessment for the organization. The ideal candidate will have strong expertise in credit management, banking operations, and financial analysis. Key Responsibilities Manage and oversee credit facilities, including assessment, approval, and monitoring of loans and advances. Handle debt syndication processes and liaise with financial institutions. Evaluate creditworthiness of clients and propose appropriate credit limits. Monitor repayment schedules, delinquency, and recovery processes. Prepare credit reports, risk assessments, and recommendations for management. Ensure compliance with banking...