10066 Portfolio Management Jobs

Relationship Manager in different categories for RBL Bank Minimum one year bank experience Adherence to Bank policies & guidelines Cross sell – Lead generation/ basic enquiry, liaising with BM & product teams Mumbai, Navi Mumbai & Thane Required Candidate profile Graduate min 50% Minimum Gradate Exp: 1 year minimum in banks - CASA, Client relationship Good knowledge of commercial catchments and business segments Local language Good CIBIL Local candidates only Perks and benefits Medical Insurance, Gratuty etc

Job description Career Accelerator: Platinum Relationship Manager - Kotak Bank, Mumbai A Decent Hike on CTC Guaranteed for the Right Fit! Are you ready to take a significant leap in your banking career? Kotak Mahindra Bank Ltd., one of Indias top private banks, is looking for ambitious and experienced Relationship Managers to join our high-performing team in Mumbai. This is an outstanding opportunity for dedicated sales professionals to manage a premium client portfolio and secure a substantial salary increase. The Opportunity: Platinum RM (Manager/Sr. Manager Grade) This is not a cold-calling role. You will inherit and manage a privileged book of Platinum (HNI/Affluent) customers from the b...

Role & responsibilities Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous monitorin...

Roles and Responsibilities: It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably from BFSI/ NBFC Industry Interested candidates can send updates cv to nithyamanoharan...

Role & responsibilities Acquire new accounts per annum with a minimum margin 25 Lac per account. Perform regular portfolio reviews to ensure client investment objectives are met. Maintain a high-level of product knowledge and stay informed with industry trends and changes. Sell and distribute products such as Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds. Preferred candidate profile Having a experience in Wealth Banking Broking company Should have a min 3 years of experience to sales PMS and AIF Should have experience HNI Client acquisition from open market

About The Role Project Role : Custom Software Engineer Project Role Description : Develop custom software solutions to design, code, and enhance components across systems or applications. Use modern frameworks and agile practices to deliver scalable, high-performing solutions tailored to specific business needs. Must have skills : Oracle Primavera P6 Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Software Development Team Lead, you will lead cross-functional product development workstreams to design, develop, and enhance software assets that meet or exceed internal and external(customer) expectations...

About The Role Project Role : Program/Project Management Representativ Project Role Description : Deliver business and technology outcomes for assigned program, project, or contracted service. Leverage standard tools, methodologies and processes to deliver, monitor, and control service level agreements. Must have skills : Oracle Primavera P6 Good to have skills : NA Minimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Manager, you will be responsible for a portfolio of capabilities and product development teams engaged in design, development and implementation of Digital Solutions for EPC / Construction industry. The respo...

About The Role Project Role : Program/Project Management Representativ Project Role Description : Deliver business and technology outcomes for assigned program, project, or contracted service. Leverage standard tools, methodologies and processes to deliver, monitor, and control service level agreements. Must have skills : Oracle Primavera Unifier Good to have skills : NA Minimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Senior Manager, you will be responsible for a portfolio of capabilities and product development teams engaged in design, development and implementation of Digital Solutions for EPC / Construction industry. The ...

Location: GIFT CITY, Gandhinagar Gujarat Experience: Minimum 1+ years in a customer-facing role Employment Type: Full-time Shift: Day Shift Working Days: 6 days a week( and 1 rotational Off) Key Responsibilities Interact with customers through email and calls to resolve queries and complaints. Provide support on trading, portfolio management, and account-related issues. Coordinate with internal departments to ensure timely resolution of customer queries. Utilize customer service tools such as Freshdesk and CRM tools effectively. Maintain adherence to Quality and Compliance Guidelines while delivering prompt solutions. Exhibit quick decision-making abilities to respond to customer inquiries. ...

The job description (JD) for a Select Relationship Manager (RM) at IndusInd Bank involves managing and growing the liability and asset base of premium clients. Key responsibilities include acquiring new clients, cross-selling various bank and third-party products, providing service to clients, and ensuring compliance with the bank's processes. Candidates should have a graduate or postgraduate degree, preferably with a finance background, and 2 years of experience as an RM, with sales-based incentive experience being a plus. Key responsibilities Client acquisition and management: Acquire new clients and grow the liability base for existing premium customers. Cross-selling: Sell a range of pro...

We are organizing a walk-in drive called "Step Up to Yes" for women with career gaps , happening on: 17th November Bengaluru (Monday) Venue: ( YES Bank Ltd, Brundavan Building , Richmond Circle Raja Ram Mohan Roy Road, Near Glowing lights, Bangalore -560025) Contact person : Sonam Singh and Vidushi Gupta 18th November Chennai (Tuesday) Venue: (YES BANK LTD, Kosmo one Sai Nagar Plot, 14, 3rd Main Rd, near Telephone Exchange, Old Ambattur, Mogappair West, Ambattur Industrial Estate, Chennai, Tamil Nadu 600058) Contact person : Jasmine Charlet following roles for Bengaluru location : RMYF RMGIB RMYFB SOCA SOCASA NRI-RO SMXIM SSMHYBRID following roles for Chennai location : RMYF RMYP SOCA SOCASA...

A "Platinum Rm JD" at AU Small Finance Bank refers to the job description for a Platinum Relationship Manager, whose main duties CASA involve managing relationships with high-net-worth clients, acquiring new clients, and cross-selling financial products. Key responsibilities include building client portfolios, providing personalized financial advice, ensuring client satisfaction, and achieving business targets. The role requires strong relationship management, sales, and communication skills. Key responsibilities Client relationship management: Manage and develop relationships with high-net-worth individuals to grow liability and asset portfolios. New client acquisition: Proactively develop ...

Having a experience in banking and broking Having a experience into HNI Client Acquisition Having a experience into Cross sales Having a experience into PMS , AIF and Mutual funds

Having a experience in banking and broking Having a experience into HNI Client Acquisition Having a experience into Cross sales Having a experience into PMS , AIF and Mutual funds

Having a experience in banking and broking Having a experience into HNI Client Acquisition Having a experience into Cross sales Having a experience into PMS , AIF and Mutual funds

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives

Roles & Responsibilities: Lead and manage the operations of Amgens Global Service Desk (Level 0 Level 2), including performance oversight of external Managed Service Providers (MSPs) and collaboration with regional delivery leads. Serve as the primary interface between Amgen IS and service desk vendors to ensure contractual adherence, SLA performance, quality standards, and operational efficiency. Own and drive delivery of key initiatives such as "shift-left", self-service enablement, automation of support via ServiceNow, and AI virtual agents. Oversee enhancements to ServiceNow platform capabilities related to service desk modules including incident, problem, request, knowledge, and analyti...

We have exciting opportunities for the role of Health Underwriter Location: Mumbai - Andheri Interested candidate can share resume on khushi.pandey@ext.icicilombard.com with subject line Health Underwriter and share below details. Current Salary Expectation Notice Period Education (Full Time / part Time) Roles & Responsibilities: Product Development & Compliance: Drive new product development, manage filings, and ensure regulatory compliance. Market Research & Benchmarking: Conduct competition analysis and research trends in both Indian and international markets. Business Alignment: Understand channel-specific requirements and align products with business goals. Portfolio Management: Handle ...

Urgent Requirement for Portfolio Analyst Job Description Key Responsibilities: Manage Portfolios: Take ownership of managing and supporting a portfolio of 4-6 companies, depending on your aptitude and performance. Analyze Data: Collect, analyze, and interpret complex datasets to inform strategic decisions and enhance the performance of portfolio companies. Develop Strategies: Work closely with portfolio companies to develop and implement growth strategies, ensuring they are well-positioned for success. Support Fundraising: Play a key role in preparing portfolio companies for future fundraising efforts and create pitchbooks to pitch equity and debt investors for financing. Communicate Insight...

ROLES & RESPONSIBILITIES: - • Minimum 2 A/Cs of 5 Lac of Initial Margin. • Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor) • Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/Edu MO/IAP/PMS/PE/IAF/FD/Bonds Etc. • MoM 1x of CTC as transactional broking revenue (Equity/Currency/Commodity) • Research, investigate and update client on available investment opportunities/financial market with the objective of improving yield in client portfolio. • The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book. • Identify the Affluent & Super Affluent Client segment in the m...

ROLES & RESPONSIBILITIES: - • Minimum 2 A/Cs of 5 Lac of Initial Margin. • Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor) • Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/Edu MO/IAP/PMS/PE/IAF/FD/Bonds Etc. • MoM 1x of CTC as transactional broking revenue (Equity/Currency/Commodity) • Research, investigate and update client on available investment opportunities/financial market with the objective of improving yield in client portfolio. • The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book. • Identify the Affluent & Super Affluent Client segment in the m...