10066 Portfolio Management Jobs - Page 11

. With over four decades of excellence, we provide a full suite of Stock Broking, Wealth Management, Portfolio Management, Investment Advisory, and Asset Management Services to individuals and institutions. We combine traditional financial wisdom with modern innovation to empower investors and businesses. As part of our digital growth journey, we are inviting passionate and creative professionals to join us as Viral Marketing & Branding Executives helping us reshape how financial brands engage with today s digital audience. Position Overview Are you someone who lives and breathes social media trends, influencer culture, and organic brand storytelling? SMIFS Limited is seeking a Viral Marketi...

Analyze income statements, balance sheets, and cash flow statements of corporates, banks, and NBFCs to assess their financial health and creditworthiness. Identify key trends, risks, and opportunities in the financial statements and provide recommendations to stakeholders. Generate detailed reports on borrowers, including credit scores, risk ratings, and recommendations for lending decisions. Develop and maintain financial models to forecast future performance and assess the impact of various scenarios on the borrowers credit profile. Conduct industry research and market analysis to stay up-to-date on industry trends and developments. Collaborate with cross-functional teams, including credit...

Roles and Responsibilities (Key Points) Client Acquisition & Relationship Management Acquire new clients through prospecting, referrals, or leads. Build and maintain long-term relationships with existing clients. Conduct periodic client reviews and portfolio assessments. Investment Planning & Recommendations Understand clients financial goals, risk appetite, and requirements. Recommend suitable investment and insurance products (risk management, retirement, tax-saving, etc.). Educate clients about available financial products and market strategies. Targets Achievement with Concept Selling Promote and sell financial products such as Mutual Funds, SIPs, PMS/AIF, Insurance (Term, Health, PA, Mo...

Updating the shareholders register of the investment funds under administration; Collecting the subscription documents and KYC documents of new investors; Ensuring timely SEBI/MCA/RBI filings, coordinating valuation and audit (annual audit, periodic valuation by independent valuer.) , and facilitating trustee meetings Managing KYC/AML, FATCA/CRS, and other regulatory checks during onboarding; Act as compliance officer (mandatory appointment) ensures SEBI/MCA/RBI filings, KYC/AML/FATCA/CRS, insider trading & conflict monitoring. Liaising with the group compliance department in connection with the investors acceptance process; Liaising with external service providers and stakeholders in connec...

Investment Sourcing & Appraisal, Due Diligence, Financial Accounting & Audit Management, Operational Management, Valuation & Financial Modelling, Regulatory & Compliance Knowledge

Work within the Asset Management team, in conducting assessment the bank s loan book to support portfolio growth & assist with client retention. Support strategic discussions by analyzing data from multiple sources and preparing insights for management. Collaborate with the portfolio management team to identify additional lending opportunities and cross-sell opportunities within the existing customer base. Contribute to strategic projects that require a blend of financial analysis, business strategy, and market understanding. Bring an entrepreneurial mindset, take ownership of your work, and collaborate effectively with diverse stakeholders to drive actionable outcomes. Desired qualities and...

Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

We are seeking a qualified and experienced Credit Manager to lead a team of credit professionals in underwriting and managing proposals for Working Capital Fice, including both fund and non-fund based products The role involves evaluating customer proposals, structuring deals, and ensuring high-quality credit decisions within defined turnaround times The ideal candidate will have strong analytical skills, a deep understanding of ficials and property-related aspects, and the ability to maintain portfolio quality The role also includes mentoring team members, coordinating with cross-functional departments, and implementing policies effectively at the ground level Manage a team of Credit Manage...

About The Role : Job TitlePrivate Banking Advisor, AS LocationChennai Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What well offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childc...

About The Role : Job Title Operations Manager, TPG Securities (Equities & Fixed Income)- AVP LocationBangalore, India Role Description DWS is a Global Asset Manager providing a range of traditional and alternative investment capabilities. Building on more than 60 years of experience, we have a reputation for excellence in Germany, Europe, Americas & Asia. DWS is recognized by clients globally as a trusted source for integrated investment solutions, stability, and innovation across a full spectrum of investment disciplines. Overview of role : Transaction Processing Group provides the Operational Support for the Investments made by DWS on behalf of clients. We support clients across the globe ...

About The Role : Job TitleTeam Lead - Senior Compliance Officer, VP Location Pune, India Corporate Title Vice President Role Description Today, markets face a whole new set of pressures- but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. Were looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remain...

If you are eligible for this role and keen to apply, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 Role & responsibilities BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch Preferred candidate profile: EXPERIENCE: Overall 8 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales e...

Over the last 20 years, Ares success has been driven by our people and our culture. Today, our team is guided by our core values Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description Ares is seeking an Associate Vice President to join the Performance and Attribution team in our Mumbai office. Thi...

We are recruiting for a Publisher to join the Science, Technology and Medicine journals team. The Publisher will be responsible for our growing portfolio of journals, managing titles across both Open Access and Open Select models. The successful candidate will be a part of our highly motivated team, supporting T&Fs wider success through the management of high-profile academic journals. Our Science, Technology and Medicine portfolio publishes at the cutting edge of academic research, working with leaders in academia, healthcare and industry. As part of our global cross-functional publishing team this role will work closely with colleagues in our offices in Auckland, Melbourne, Oxford and Phil...

About Bharat Banking B2C Farmer Funding Farmer funding team aims to provide timely credit facilities to farmers, meeting all their cultivation, farm maintenance, consumption and investment needs by offering various loan products like KCC (Kisan Credit Card), Kisan Samarth (ODSAM) and ODCON. About the Role: The Portfolio team member is responsible for maintaining the portfolio health and ensuring that the irregularities are at its minimal. Key Responsibilities To drive the following objectives through the field teams & Support Teams viz. Credit, Collection, Operations, Product, BIU. Deepen the existing relationships by driving Enhancement and cross selling of the Banks Liability products & Se...

Associate Director - ServiceNow Consulting About Providence Providence, one of the US s largest not-for-profit healthcare systems, is committed to high quality, compassionate healthcare for all. Driven by the belief that health is a human right and the vision, Health for a better world , Providence and its 121,000 caregivers strive to provide everyone access to affordable quality care and services. Providence has a network of 51 hospitals, 1,000+ care clinics, senior services, supportive housing, and other health and educational services in the US. Providence India is bringing to fruition the transformational shift of the healthcare ecosystem to Health 2.0. The India center will have focused...

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the worlds largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Your daily responsibilities will include (but are not limited to): - Process Portfolio Reconciliations Positions, Cash, Transaction Reconciliation with Prime Brokers, Custodians, Fund Administrators, ISDA Counterparties, FCM. - Process Month-End Shadow Accounting NAV, Trial Balance, and Tax Lots Reconciliations. - Non-Trading Activ...

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the worlds largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Your daily responsibilities will include (but are not limited to): - Process Portfolio Reconciliations Positions, Cash, Transaction Reconciliation with Prime Brokers, Custodians, Fund Administrators, ISDA Counterparties, FCM. - Process Month-End Shadow Accounting NAV, Trial Balance, and Tax Lots Reconciliations. - Non-Trading Activ...

About Atos Group Atos Group is a global leader in digital transformation with c. 70,000 employees and annual revenue of c. 10 billion, operating in 67 countries under two brands Atos for services and Eviden for products. European number one in cybersecurity, cloud and high-performance computing, Atos Group is committed to a secure and decarbonized future and provides tailored AI-powered, end-to-end solutions for all industries. Atos is a SE (Societas Europaea) and listed on Euronext Paris. The purpose of Atos is to help design the future of the information space. Its expertise and services support the development of knowledge, education and research in a multicultural approach and contribute...

Job Title: Relationship Manager About Choice Equity Broking Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Role Overview We are seeking a proactive, client-focused Relationship Manager to manage and grow relationships with existing and new clients across Demat services, Mutual Funds, Insurance, and Loans. The RM will be the primary point of contact, providing financial guidance, onboarding new clients, validating KYC/compliance, an...

What you'll do As a Programme Manager, youll define the programme in partnership with stakeholders, defining appropriate objectives, structure and scope, and leading the articulation of the financial business case for the programme. Youll identify and manage the governance and controls appropriate to the complexities of the programme and ensure that all the programme deliverables adhere to the agreed governance and risk frameworks. Youll also: Make sure that the delivery of the project outcomes and services from the projects meet programme strategic objectives Own, define and manage programme plans, controls and resource plans and status or progress reporting on plans and controls Work with ...

Your role and responsibilities We are looking for a Product Specialist to join our Electrification business. In this role you will be accountable for the long-term profitable growth of assigned portfolio in low voltage DIN Rail devices and Enclosure in India within the Global Product Group Energy Distribution, managing offering through all of its life cycle phases, according to market needs and Division/Product Group/Business line strategy and targets. You will support business results by overseeing all steps of the offering life cycle including development, launch, go-to-market, maintenance, pricing, and profitability. The work model for the role is: #Li-Onsite You will be mainly accountabl...

-Drive HNI client acquisition and portfolio growth through customized investment solutions (MFs, PMS, AIF, Bonds). -Lead and mentor RMs, ensure revenue targets, client satisfaction, compliance, and business expansion within the assigned cluster.

About The Role Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP Portfolio and Project Management Good to have skills : NA Minimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure project goals are met, facilitating discussions to address challenges, and guiding the team in implementing effective solutio...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Chennai, Madurai, Thiruvananthapuram JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Chennai, Madurai, Thiruvananthapuram Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new c...