7223 Portfolio Management Jobs - Page 12

As a Collection Executive, your main responsibility will be to ensure a quality portfolio by focusing on improving collections in the assigned area, whether working individually or as part of a team. It is essential to adhere to the bank's processes, procedures, and audit requirements to maintain compliance and efficiency. - Passion for collection activities - Willingness to take on challenges and responsibilities - Minimum educational qualification of being a graduate No additional details of the company are present in the job description.,

About the Role We are seeking a high performing individual to join our team as a Portfolio Management Actuary - reporting directly to the Head of Portfolio Management. This role offers a unique opportunity to contribute to shaping our portfolio management strategy and ensure its successful execution. The role will involve planning, monitoring, and engaging with cross functional stakeholders, to embed and progress this critical initiative. Key Responsibilities: Contribute to the implementation of the portfolio and cycle management framework. Support the development of a clear process and framework for portfolio management decision-making and performance management. Engage in change management...

As a Senior Research Analyst at NJ India Invest, you will play a crucial role in leading the mutual fund research team and enhancing the research capabilities across equity, debt, hybrid, and alternative investment products. Your responsibilities will include: - Conducting in-depth research and due diligence on mutual funds in categories such as equity, debt, and hybrid. - Evaluating fund performance, risk metrics, strategy, TER, and fund manager track records. - Developing model portfolios tailored to different risk profiles and investment needs. - Monitoring market trends, SEBI/AMFI regulations, and fund industry developments. - Assisting in the empanelment of new AMCs and products on the ...

As the Director of Wealth at Borderless, you will be responsible for driving the development and expansion of the Borderless wealth management division. Your main focus will be on ensuring high-quality investment solutions and client-centric financial planning. To excel in this role, you must possess a deep understanding of portfolio management, regulatory compliance, and investment advisory. Additionally, you should have the ability to lead a team of relationship professionals effectively. Your key responsibilities will include: - Strategic Leadership: Develop and implement a Borderless wealth management strategy that aligns with the company's global investment vision. - Distributor Managem...

As a Manager / Sr Manager Risk Management and Surveillance with 7-10 years of experience, your role will involve the following key responsibilities: - Leading and managing a team of Broking Risk Management professionals at the Corporate Office. - Developing policy framework, processes, and systems for effective risk management of the retail equity broking business. - Creating scorecards, metrics, and dashboards to analyze portfolio behavior. - Conducting Scrip Profiling, Client Profiling, and Periodic Flushing. - Monitoring and optimizing Margin utilization. - Tracking, monitoring, and analyzing the portfolio regularly. - Providing regular MIS reports to senior management including aging rep...

As a fintech company, Profinch provides innovative technology solutions to empower banks in their journey towards becoming future-ready. With a global clientele of over 70 banks spanning 40 countries, Profinch takes pride in its team of 300 dedicated employees, including top banking technologists. In this role, you will have the opportunity to take on the following responsibilities: - Demonstrated experience in managing large-scale digital transformation programs. - Develop and oversee strategic plans, with flexibility to adapt as required. - Create detailed project plans and ensure their successful execution. - Uphold project objectives and ensure alignment with customer, stakeholder, and s...

Role Overview: As part of your role at the Leading MNC, you will be required to demonstrate pragmatic decision-making skills, utilizing data and risk understanding to make clear judgments. Your experience in the financial services sector will be valuable in this position. Strong communication skills, both written and verbal, are essential for effective collaboration. Additionally, you should be capable of taking a portfolio view and managing multiple deliveries concurrently. Key Responsibilities: - Ensure compliance with in-country regulatory approvals. - Lead Hypercare reporting to track post-activation adoption, customer feedback, and impacts. - Maintain and monitor all relevant Jira tasks...

1 Ability to scan corporate markets and Industries in the area of location an identify potential 2 Growth the book by contributing from existing corporates and NTB’s (minimum 4 new NTBs on a monthly basis with an average salary size

Will be responsible for achieving assigned Acquisition nos, Cross sell Targets Need to handle a team of 5 – 6 Relationship Officers Need to Work closely with allotted branches for New Corporate Code generationNeed to Self-Source Corporate Codesfrom

Develops databases for lead generation, identifies market segments Co-ordinates with other businesses to provide NRI customers with seamless access to other bank products Reviews and monitors effort of assigned Relationship & Sales team Required Candidate profile Product management team marketing & other center for new product development,service enhancements and sales initiatives Ability to carry along all the units involved in the customer service to DELIGHT

Retail Banking (Only) Develops new and expands existing High Net worth Customer relationships for liabilities. Cross sells existing bank products to customers. Tracks customer complaints/queries and turnaround times for customer satisfaction. Required Candidate profile Candidate must be Banking Experience and sales Background .. CASA experience is mandatory..

To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques. Ensure banking targets are met. Portfolio & Customer Relationship Management. Required Candidate profile Wealth Management experience preferred, Insurance experience , retail relationship management profile. Candidate preferred from Private Banking Vertical of different Banks/ Broking cos.

HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)

Teller Operations & Team Handling Responsible for managing Branch Operations & Profitability, ensuring high quality service & Customer Relationship Management, Operation & cross sales, supervision of all HNI customers. Required Candidate profile Candidates with Retail Branch Banking experience will be preferred. Teller Operations Authorizers experience candidates from Banks can apply

Job involves managing all branch operations, including profitability, sales targets, portfolio quality, cost control, and team motivation Complete Branch Team Handling. Responsible for including HNI customers into the Preferred Banking. Required Candidate profile Grade open from Sr Manager to AVP/DVP & VP Relevant Retail Liability Sales Expertise from Banking apply CTC Negotiable

Role & responsibilities Job Title: PMS (Portfolio Management Services) Manager Location: Mumbai Job Type: Full-time About Us: PhillipCapital India is a reputable financial services firm specializing in Portfolio Management Services (PMS). We are dedicated to providing customized investment solutions and exceptional service to our clients. Job Overview: We are seeking a proactive and results-driven PMS Manager to join our team. The Manager will be responsible for identifying, acquiring, and onboarding new clients for our Portfolio Management Services, as well as maintaining strong relationships with existing clients. Key Responsibilities: Develop and implement strategic plans for acquiring ne...

Job Title: Portfolio Manager Location: Andheri East, Mumbai Organization name: JITO Incubation and Innovation Foundation (JIIF) Company Type: Angel Network/ Incubation centre / Startup Accelerator Reports to: Chief Operating Officer (COO) Type: Full-time | Executive-Level About Us: We are an investment firm that has backed 110+ startups with investments exceeding INR 265+ crores. Investing in 20+ startups annually, we actively support our portfolio companies in their growth journey. Our Portfolio Team works closely with founders, providing strategic guidance, operational support, and networking opportunities to help them scale effectively. JIIF is a dynamic, innovation-driven platform focuse...

Position: Senior Equity Analyst and Senior Mutual Fund/Bond Analyst Location: Ahmedabad Position Overview: We are seeking an accomplished Senior Equity/Mutual Fund Analyst to join our team. This role will be integral to building and managing the stock, mutual fund and bond portfolios for our family office. The role requires sector tracking and stock identification to enable portfolio decisions. The role also involves mentoring junior analysts and partnering closely with our Fund Manager, Research Committee, and Advisory team. If you are passionate about deep-dive research, connecting macro trends to stock performance, and influencing investment outcomes, this opportunity will allow you to ma...

WORK FROM OFFICE - GURUGRAM (MON-FRI) SHIFT TIMINGS - 5:30 PM - 2:30 AM (Night Shift) Chief of Staff Key Responsibilities 1. Strategic Planning & Execution. a. Maintain MD's prioritization roadmap; ensure timely follow-through on investment, governance, and outreach initiatives. b. Lead quarterly strategic offsite planning, project-status follow-ups, and impact reporting. 2. Cross-Border Coordination. a. Serve as chief liaison across Miami and Gurgaon teamsportfolio support, talent, legal, finance, marketing. b. Manage logistics and agendas for joint-collaboration reviews and valuecreation workshops. 3. Portfolio & Studio Support. a. Assist in due diligenceresearching market trends, competit...

If you are eligible and interested in this role, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 . Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and Ultra HNIs , providing personalized Wealth Management solutions. Identify new business opportunities through referrals, networking, and market research to acquire new clients. Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Analyze client financial goals and objectives to develop tailored investment strategies utilizing various products, including mutual funds, Portfolio Management Service, and AIFs. Formul...

Senior Analyst - Credit Underwriting: Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, th...

Salary: 20 to 35 LPA Exp: 3 to 10 years Location: Bangalore/Gurgaon/Pune Notice : immediate to 30 days..!! Role and Responsibilities: Credit Risk /Fraud Risk Strategy: Role Details: The role is expected to use analytical tools to identify opportunities to grow overall assets as well as manage risk. It involves managing risk management framework across customer lifecycle acquisition, portfolio management and collections, across retail lending products. Responsibilities : - Design, analyze, monitor credit risk strategies for different loan products such as personal loans, auto loans, etc. - Identify the opportunity areas for portfolio growth and pro-actively communicate with stakeholders - Col...

About the Role Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager. In this role, you will: Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements Collaborate and consult wi...

New client acquisition, building new relationships and increasing depth in existing relationships with high-net-worth clients. Generating leads Selling/advising third-party products like Health Insurance, SIPs, life insurance, and Mutual funds

We are looking for a highly skilled and motivated Business Manager to join our dynamic team. The ideal candidate will be responsible for overseeing daily operations, driving business growth, and ensuring efficiency and effectiveness across various departments. This role requires a strategic thinker with strong leadership abilities and a proven track record in business management. Lead and manage a team of 2030 members, ensuring high performance and alignment with business goals. Strategically plan, forecast, and achieve fortnightly and monthly client retention targets across the assigned client portfolio. Build and nurture strong, professional relationships with clients to drive long-term en...