7223 Portfolio Management Jobs - Page 11

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring &...

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, 1) 5 - Years in a Commodity...

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) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Tr...

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. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad, Bengaluru, Kolkata,Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred indu...

Key Responsibilities To ensure active management of clients & generate Investment. To Identify client needs, evaluate their risk appetite, and recommend suitable investment option. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio. To achieve healthy revenues without compromising on clients profitability with clear focus on client servicing. To conduct regular Client Meetings & update the same in the meeting tracker. To assist clients with their query & concern related to trade, portfolio & their account. To assist new client acquisition, building new relationships and increasing depth in existing relationships. To stay updated on ...

Role Overview: As a Credit Manager specializing in Loan Against Property (LAP) products within the Retail Underwriting department, your primary responsibility will be to assess, evaluate, review, and approve credit proposals. You will be required to maintain service level deliverables as agreed with counterparts and effectively manage the portfolio, including monitoring, early warning identification, deferral tracking, renewals, and developing appropriate account strategies in alignment with the bank's risk appetite. Additionally, you will be expected to manage interpersonal relationships with peers. Key Responsibilities: - Underwrite secured and unsecured proposals for loan customers in adh...

Job Description banker is an individual who advises their clients with regard to financial Duties concerning savings, loans, taxes, investments are all within the job realm of a banker. Bank Name :State Street Bank Age should below 25years Required Candidate profile he banker will provide financial assistance to the client in accordance with their required needs Banking Operation

Role Overview: As a RMBS Structured Finance (SF) Analyst at DBRS Morningstar, you will be part of a global credit ratings business committed to empowering investor success. Your role will involve analyzing credit risk in Residential Mortgage-Backed Securities transactions, conducting quantitative and qualitative analysis on underlying loans and properties, and assisting with collateral pool analysis. You will have the opportunity to work on in-depth collateral and deal analysis, preparing rating committee notes, and maintaining various databases related to mortgages. Key Responsibilities: - Review deal documents, legal documentation, and periodic data to analyze credit risk in Residential Mo...

You will be responsible for underwriting corporate finance business and managing the portfolio in your assigned area. Your main duties will include supporting and collaborating with business teams to oversee the end-to-end credit approval process for the designated region. You will underwrite cases, present them to senior management, and authorize any deviations raised by underwriters in compliance with credit policy. - Finalize the review of credit memos prepared by underwriters - Approve or decline sign-offs on each file after verifying documentation requests - Approve all disbursement requests based on adherence to agreement value requirements and full documentation attainment at the bran...

Role Overview: You will be responsible for evaluating proposals in accordance with the credit policy, conducting customer visits to determine loan requirements, and assessing customer business and income. Additionally, you will need to validate revenue streams, conduct risk analysis, and uphold underwriting standards. Your role will also involve maintaining credit information quality and managing the portfolio effectively. Key Responsibilities: - Evaluate proposals based on credit policy - Conduct customer visits and assess loan requirements - Analyze customer business and income - Validate revenue streams and business expenditures - Identify potential risks in proposals - Perform due dilige...

As a Relationship Manager at Chola Securities, you will play a vital role in managing client relationships and providing tailored investment solutions. Your responsibilities will include: - Offering financial advice - Reviewing client portfolios - Delivering timely market updates - Meeting sales targets - Acquiring new clients - Ensuring high customer satisfaction through exceptional service quality To excel in this role, you should possess strong communication and interpersonal skills, along with expertise in financial and market analysis. Previous experience in portfolio management, investment advisory, sales, and customer service will be beneficial. You must demonstrate the ability to wor...

Role Overview: As the Small Domestic Appliances (SDA) Category Lead, your primary responsibility will be to lead and scale the Small Domestic Appliances category. You will manage the end-to-end brand lifecycle for global brands to scale in international markets. Additionally, you will build and manage a curated portfolio of brands exclusively in the SDA category. Your role will involve driving brand growth through assortment expansion, optimizing underperforming SKUs, iterating packaging, content, and supply chain, and partnering with cross-functional teams to maximize brand performance. Furthermore, you will contribute to a robust omnichannel presence across Ecommerce and offline channels a...

Role Overview: As a Relationship Manager at DBS Consumer Banking Group in Pune, Maharashtra, India, your primary responsibility is to drive exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with a total relationship value of INR 30 lakhs or more. You will need to adopt a need-based approach to ensure client coverage, product penetration, cross-selling, and up-selling of DBS products and services. Your role will involve implementing product strategies effectively, building client trust and loyalty, delivering exemplary customer service, and ensuring internal and regulatory compliance. Key Responsibilities: - Acquire and upgrade quality Treasures c...

Job Description: As a Debt Dealer within the Wealth Management division, you will be responsible for executing and managing client-focused fixed-income strategies involving a diverse range of debt instruments. You will collaborate closely with relationship managers, portfolio managers, and credit analysts to create customized solutions that meet the risk-return objectives of clients. Key Responsibilities: - Execute trade and market making activities - Provide client advisory and relationship support - Assist in portfolio management - Stay informed on market intelligence and strategy - Fulfill operational and compliance duties Qualifications Required: - Possess 2-5 years of relevant experienc...

As an Underwriting Mortgage Business Manager in the assigned branch/location, your role involves reviewing and assessing a wide range of complex loan applications. You will be responsible for conducting personal discussions with customers to evaluate creditworthiness, analyzing income to obligation ratios, maintaining portfolio MIS, and ensuring compliance with policies and procedures to meet agreed SLAs. Key Responsibilities: - Review and assess a broad range of complex loan applications - Conduct personal discussions with customers to establish creditworthiness - Analyze income to obligation ratios - Maintain portfolio MIS - Ensure compliance with policies and procedures to meet agreed SLA...

Role Overview: - You will be responsible for achieving the collections target in the assigned area while ensuring that SOPs and legal norms are followed as per process and organizational policy. - Managing the assigned portfolio to achieve expected resolution, updating trail/feedback in the system, resolving NPA reversals, and Write off recoveries through personal visits, and initiating and executing legal tools such as Warrants execution under Section -138/ Section -25 and timely execution of Sarfaesi. - Coordinating with the Legal team/Lawyers for timely filing of Sec 14, obtaining DM orders & Enforcement of agents for timely and smooth possessions, and ensuring customer satisfaction throu...

As a Stock Market Trader based in Noida, you play a crucial role in the investment team by executing equity and derivative trades, managing risk, analyzing market trends, and supporting investment strategies. Your primary responsibility is to maximize returns for both clients and the company through disciplined decision-making and in-depth knowledge of financial markets. - Execute buy and sell orders for a variety of securities on different exchanges. - Monitor financial markets and indicators to identify trading opportunities. - Conduct technical and fundamental analysis to inform trade decisions. - Collaborate with research analysts and portfolio managers to align trading strategies with i...

Role Overview: As the State Head - Cross Sell (SME Loans) in the SME Loans department, your primary responsibility will be to source loans from the market through DSAs/DSTs and existing channel partners to build a quality portfolio. You will manage a team, cultivate strong relationships, promote cooperation, and communicate effectively across various mediums while adhering to the bank's policies and guidelines. Your execution of tasks should support sales objectives and mitigate risks to contribute to the bank's overall goals. Key Responsibilities: - Source and manage channels in the market to acquire business - Maintain a high-quality portfolio by minimizing delinquency and rejection rates ...

As a Partner-First Private at IDFC FIRST Bank, you will be responsible for managing and expanding the private banking business in Chandigarh. Your primary role will involve collaborating with the Wealth Management team to provide tailored financial solutions to high net worth individuals and families. By acquiring new clients and nurturing existing relationships, you will play a key part in growing the bank's private banking segment while ensuring compliance with regulatory and internal guidelines. Your responsibilities will include: - Developing and implementing a strategic plan to attract new private banking clients - Building strong relationships with current clients to enhance their fina...

As a Sales-Vehicle Executive responsible for sourcing Used Car Loans, your role will involve achieving targets by focusing on Channel Development, Identifications, and Tie Ups with Used Car Dealers and Re-sellers. You will be responsible for the Resolution of PDD, as well as the collection of Used Car Loans. Your tasks will also include Team Building, Achievement of Business Plan, Portfolio management in coordination with Ops & Collection, and Asset Verification of cases under processing. Key Responsibilities: - Channel Development - Identifications and Tie Ups with Used Car Dealers and Re-sellers - Resolution of PDD - Used Car Loan collection - Team Building - Achievement of Business Plan -...

As a Relationship Manager in Corporate and Investment Banking at DBS, your role involves acquiring and managing a well-diversified portfolio within the IBG 4 segment. Your primary goal will be to generate revenue from various sources such as assets, trade, cash, treasury, and fees while maintaining an acceptable risk level for the bank. It is crucial to follow the lending guidelines set by the bank to achieve these objectives effectively. Key responsibilities for this role include: - Sourcing new asset relationships within the IBG 4 segment - Ensuring a healthy net interest income and fee revenue - Actively cross-selling various products - Playing a pivotal role in enhancing branch profitabi...

Role Overview: As a Creative/Content Strategist for the company, your main responsibility will be to develop innovative strategies for digital campaigns. Your focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. You will need to produce original and visually appealing content that maintains a high level of accuracy in grammar, brevity, and syntax across various corporate marketing and communications materials. Key Responsibilities: - Develop innovative strategies for digital campaigns - Create engaging content on topics related to personal finance, retirement planni...

As a Solution Architect within the IT&D team at Reckitt, your role is crucial in driving solution design activities for the IT Manufacturing product teams. You will utilize your technical expertise to design, architect, develop, and document Manufacturing IT solutions that address complex challenges across various projects involving Factory Network, Azure, and SaaS platforms. Your responsibilities include: - Leading technical discussions on Technical Architecture and ensuring consensus among stakeholders, including vendors - Creating Technical Architecture Specification Documents based on inputs from Factory network, Cloud, Product, and Integration Teams - Providing technical architecture co...