13263 Portfolio Management Jobs

Walk in Interviews - Retail Branch Banking -3rd Jan 2026- Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Brancha Managers (Sr Manager Grade) 2. Preferred Relationship Managers 3. Personal Banker Classic 4. Customer Care Executives Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial...

We will count on you to: Modelling of multi asset portfolios using external and internal models Responsible for risk analysis, fund deep dives, ESG analytics report generation Contribute to action-oriented portfolio research using statistical factor modelling Develop strategic asset allocation models, risk, and return calibration and portfolio analytics for institutional investors. Contribute to fund performance analysis and draft fund commentaries Responsible for producing market summary for broader business with insights on various asset classes across geographies Conceptualize and develop models for deeper analysis of market environments and trends Co-ordinate with multiple teams for mana...

Your key responsibilities Demonstrated ability to apply general consulting skills to identify and address client requirements effectively. Proficient in developing domain knowledge relevant to government and public sector transformation initiatives. Strong aptitude for skill development to keep pace with evolving industry standards and client expectations. Understanding of basic digital technologies to support transformation delivery in a consulting environment. Experience in tailoring solutions based on specific client needs, ensuring impactful project outcomes. Skills and attributes To qualify for the role you must have Qualification Master of Business Administration Post Graduate Diploma ...

Role & responsibilities 1. Portfolio Management Monitor and manage the collections performance (bucket-wise: X-bucket, 1-30, 31-60, 61-90, 90+ DPD). Track and reduce delinquency levels and non-performing assets (NPAs). Ensure region meets monthly, quarterly, and yearly collection targets. 2. Team Management Recruit, train, and lead a team of Area Collection Managers, Collection Officers, and third-party agencies. Provide regular coaching and performance reviews to team members. Drive productivity and morale across the regional collection team. 3. Agency & Vendor Management Appoint and manage third-party collection and recovery agencies. Ensure adherence to code of conduct, compliance norms, ...

Key Responsibilities : Manage and nurture a dedicated portfolio of clients, understanding their specific trading and investment needs with focus on equity, mutual funds etc. Provide expert guidance to clients in executing equity trades and portfolio strategies and proactively update clients on market trends, regulatory changes and investment opportunities Pursue acquisition of new clients by leveraging referrals from existing clients, overseas branches, sub brokers, franchisee and partners in key geographies Maintain proactive communication and regular engagement with clients through calls, professional emails, and virtual meetings, aiming to deepen relationships, generate incremental busine...

Associate role supporting family office investments across public markets and real estate. Responsibilities include portfolio tracking, market analysis, reporting, deal evaluation, coordination with advisors, and preparing investment notes.

Dear Candidate, We are hiring for a senior leadership role with a leading financial services organization for the position of Assistant Vice President Portfolio Optimization . Location Gurgaon Role Overview This role is part of the Credit & Fraud Risk Management function and focuses on driving portfolio optimization strategies for low and medium risk customer segments to ensure portfolio health and authorization benchmarks. Key Requirements 9–12 years of overall experience • Mandatory Banking domain exposure • Strong experience in Credit / Portfolio Risk Analytics • Hands-on expertise in SAS, SQL, Python • Experience in credit cards / unsecured lending portfolios • Exposure to bureau data, a...

Job Description: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job R...

Job description JD for -CEC Key Accountabilities 1. To up-sell MF products to Retail/HNI Clients of AMC, 2.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 development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers the highest level of service to clients/HNI customers 8. Create aw...

ASSET MANAGEMENT JOB SUMMARY AND RESPONSBILITIES This is a highly technical role and as such requires ability to work effectively with a diverse group of professionals both internally and externally on wide variety of products and functions to solve for accounting issues. Responsibilities : Effectively execute and manage the daily processes and activities Identify and mitigate risk appropriately. Ensure accuracy and high quality of work while escalating outstanding exceptions/issues to relevant stakeholders. Coverage and oversight of custodian and fund administrators to maximize potential value delivery across the firm Develop an understanding of inter connectivity between teams and function...

Your key responsibilities Demonstrated ability to apply general consulting skills to identify and address client requirements effectively. Proficient in developing domain knowledge relevant to government and public sector transformation initiatives. Strong aptitude for skill development to keep pace with evolving industry standards and client expectations. Understanding of basic digital technologies to support transformation delivery in a consulting environment. Experience in tailoring solutions based on specific client needs, ensuring impactful project outcomes. Skills and attributes To qualify for the role you must have Qualification BTECH/BE Post Graduate Diploma in Management PG Diploma ...

Job Purpose MC is the local Mortgage Specialist who will be the lead for driving the Mortgage business in the territory and will have key deliverables of Mortgage volumes and documentation. Key Accountabilities Responsible for the PL Account, delivering the top line bottom line of the Mortgage business in line with organization needs Sales Budget and Plan, COA, Customer Retention, Recruitment Product Training Handling aspects pertaining to Portfolio monitoring, Project Approval, Legal, Technical, PDD, Referral Billing, vendor management sales Manager Incentives etc. Acquire customers for Home Loan from open market, Branch network, Channel partner and Builder relationship. Build new relations...

Job description JD for -CEC Key Accountabilities 1. To up-sell MF products to Retail/HNI Clients of AMC, 2.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 development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers the highest level of service to clients/HNI customers 8. Create aw...

Portfolio Management Services (PMS) Operations Job Profile Role Overview A PMS Operations professional ensures smooth execution, compliance and reporting of client investments under PMS. The role is primarily back-office/mid-office, relationship with various teams by handling trade execution, settlements, reconciliations, regulatory compliance, client reporting and MIS to vendors. Key Responsibilities Coordinate with custodians, banks for PMS related queries. Handle KYC, documentation, and regulatory requirements. Ensure compliance with SEBI (India) or respective regulatory body norms. 3. Investment Operations Execute and monitor buy/sell transactions as per Fund Manager instructions. Coordi...

Job description JD for -CEC Key Accountabilities 1. To up-sell MF products to Retail/HNI Clients of AMC, 2.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 development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers the highest level of service to clients/HNI customers 8. Create aw...

Key Responsibilities Conceptualize and research innovative content ideas that resonate with the target audience Develop a thorough understanding of the stock market Perform detailed financial analysis of companies, including evaluating balance sheets, income statements, and cash flow reports Create high-quality, informative, and engaging finance content across various formats Note Probation period (3 months)

About The Role Skill required: Property & Casualty- Claims Processing - Insurance Claims Designation: Claims Management Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model t...

About The Role Skill required: Property & Casualty- Claims Processing - Insurance Claims Designation: Claims Management Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model t...

About The Role Project Role : Technology Educator Project Role Description : Instrumental in keeping technology talent market relevant, by upskilling and cross skilling them. Primarily responsible for delivering foundational training in technology, delivery, professional development and industry content. Contribute to course content development and creation of questions for certification and assessments. Must have skills : Technological Innovation Good to have skills : NA Minimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Strategic Learning & Leadership Architect, you will play a pivotal role in shaping executive capability and...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

HNI Vertical Strategy & Ownership Own and lead the HNI Vertical at a national level, including strategy, revenue, profitability, and growth outcomes across broking and wealth offerings. Define the HNI client segmentation framework (HNI & UHNI) and acquisition roadmap aligned to business objectives. HNI & UHNI Client Acquisition Drive national acquisition strategies for HNI and Ultra-HNI clients (investable surplus 1 Cr+), with a primary focus on broking activation (equity, derivatives, commodities) to maximize brokerage revenues. Wealth Cross-Sell & Wallet Share Expansion Lead cross-selling of HNI-focused wealth solutions including mutual funds, PMS, AIFs, fixed income, structured products, ...

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across prod...

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skil...

Mega Walk-in Drive on 2nd Jan 2026 Time : 11am to 3pm Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relatio...

We have a requirement in Mumbai with our client which is a BIG4. NOTE - Candidates with over 5 Years of experience in Investment Risk Monitoring for Real Estate can apply. Role Overview: Monitor and assess risks associated with real estate investments across various portfolios. Risk Analysis: Conduct in-depth risk analysis, including financial, market, and regulatory risks related to real estate investments. Data Monitoring: Track market trends, property valuations, and economic indicators impacting real estate investments. Portfolio Management: Assist in the management and optimization of real estate investment portfolios by identifying potential risks and opportunities. Compliance: Ensure ...