10066 Portfolio Management Jobs - Page 14

HPL Additives is looking for Analyst to join our dynamic team and embark on a rewarding career journey. Financial Analyst : A financial analyst evaluates financial data, assesses investment opportunities, analyzes market trends, and provides recommendations to individuals or organizations regarding investment decisions, portfolio management, and financial planning. Business Analyst : Business analysts work to understand an organization's business processes, identify areas for improvement, gather and analyze data, and make recommendations to enhance efficiency, productivity, and overall business performance. Data Analyst : Data analysts collect, process, and analyze large datasets to identify...

Experience of working in Discom project Business development Client relationship management Project management Consulting / Advisory Power market, power trading, open access Software / digital solutions in power sector Energy portfolio management (EPM) Power management Power trading automation Power trading operations / trading desk Green energy trading for commercial and industrial (C&I) consumers Power scheduling, accounting, metering, settlement Mandatory skill sets Consulting background, power utilities / energy portfolio management / power market / power trading Preferred skill sets Good communication skills , executive presence Good analytical and problemsolving skills Team building, p...

Experience of working in Discom project Business development Client relationship management Project management Consulting / Advisory Power market, power trading, open access Software / digital solutions in power sector Energy portfolio management (EPM) Power management Power trading automation Power trading operations / trading desk Green energy trading for commercial and industrial (C&I) consumers Power scheduling, accounting, metering, settlement Mandatory skill sets Consulting background, power utilities / energy portfolio management / power market / power trading Preferred skill sets Good communication skills , executive presence Good analytical and problemsolving skills Team building, p...

Ensure timely delivery of standard and ad-hoc analytics/ reports. Contribute towards Process Improvement initiatives/automations within the team. Adhere to the quality standards as per business requirements by ensuring accuracy and timeliness parameters are met as per the target. Key job responsibilities include, but are not limited to - Monitor product coding on new accounts and changes to existing accounts, transition status, and accounts with restrictions Assist with the annual GIPS verification & internal audit Assists GIPS performance analysts, operations, portfolio managers and other users regarding the details of GIPS composites Maintenance & construction of GIPS composites Resolve an...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction The role also involves ...

Kotak Mahindra Bank Limited is looking for Business Relationship Manager WC - Alternate Channel-SALARIED PL AND WORKING CAPITAL-Sales to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the empl...

Kotak Mahindra Bank Limited is looking for Sky Global Indian Classic - RM-Sky Channel-VRM - NR to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official channels before

Kotak Mahindra Bank Limited is looking for Business Relationship Manager WC - Alternate Channel-SALARIED PL AND WORKING CAPITAL-Sales to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the empl...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etcBuild and grow CASA book size by onboarding quality customers ...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etcBuild and grow CASA book size by onboarding quality customers ...

We are seeking a motivated and experienced Relationship Manager to lead sales and customer engagement in the Small Commercial Vehicle (SCV) segment The role focuses on deposit mobilization, cross-selling ficial products, and ensuring operational excellence at the branch level The ideal candidate will bring strong sales expertise, leadership qualities, and a customer-centric approach to drive business growth Portfolio ManagementManage and maintain the existing portfolio of Small Commercial Vehicle (SCV) customers, ensuring consistent engagement and service delivery Loan HandlingOversee the end-to-end process of Commercial Vehicle loans (both new and used), from customer onboarding to loan dis...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc Build and grow CASA book size by onboarding quality customers...

We are seeking a motivated and experienced Relationship Manager to lead sales and customer engagement in the Small Commercial Vehicle (SCV) segment The role focuses on deposit mobilization, cross-selling ficial products, and ensuring operational excellence at the branch level The ideal candidate will bring strong sales expertise, leadership qualities, and a customer-centric approach to drive business growth Portfolio ManagementManage and maintain the existing portfolio of Small Commercial Vehicle (SCV) customers, ensuring consistent engagement and service delivery Loan HandlingOversee the end-to-end process of Commercial Vehicle loans (both new and used), from customer onboarding to loan dis...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction The role also involves ...

Company- Globe Capital Market Location- Delhi/Mumbai Designation Relationship Manager Sales Qualification Graduates Salary - As per industry Interview mode - Face to Face Job Description: • To identify and acquire the customers • Maintaining the relationship with the customers. • Retention of customers • To cross-sell the investment party products • To ensure to reach the revenue target. • Acquiring new and prospective customers • Understanding the requirements of the prospect. • Providing clients with advice that helps them to sort out their problems in investment. • Ensuring future business from those prospective customers in the long run. • Generate revenues and AUM for the company as per...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and corporate clients to grow liabilities business. Identify new business opportunities through cross-selling of bank's products such as Priority Banking, Mutual Funds, Retail Liabilities, Business Banking, Working Capital, Portfolio Management, etc. Develop strong understanding of client needs and provide tailored solutions to increase customer satisfaction and loyalty. Collaborate with internal teams to resolve client issues and improve overall service delivery. Meet sales targets by acquiring new customers and increasing revenue growth.

Job Location: Besant Nagar, Vepery, Egmore, Ascendas-Taramani, Anna Salai, Ashok Nagar, Saidapet, Kilpauk, Nanganallur, Porur, Maduravoyal, Thirumullaivoyal, Karapakkam, Santhome, Shenoy Nagar Role: Imperia Relationship Manager. Experience: 8+ Years of Banking Sales Experience. Responsibilities: Responsible for including HNI customers into the Imperia 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 ...

Streamline post-trade investment restriction monitoring with a highly automated, easily accessible solution, whether you re managing one portfolio or a thousand. The Challenge: Regulatory Complexity Operational Inefficiencies Asset Managers and Depositaries must monitor an increasingly complex array of regulatory rule sets, alongside prospectus limits, investment mandate agreements, industry sector classifications, sanctions, ESG criteria, and more. Robust systems and controls are essential to ensure portfolios remain in continuous compliance. The Solution: Automated Investment Compliance Monitoring Our investment compliance monitoring platform unifies rule-checking, exception monitoring, an...

What is the Team responsible for BSP is seeking a bright, articulate, detail-oriented individual to join the Private Debt team. The successful candidate will take a central role in supporting the evaluation, structuring and negotiation of our private debt transactions, as well as in the monitoring of our investments. As a member of the firms investment team, the Associate will be involved in all aspects of the investing process including due diligence, execution, and portfolio management. Our associates work with a small deal team in a fast-paced and entrepreneurial environment and have constant interaction with the most senior members of the firm, as well as the senior management of our por...

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients. • Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile • 5–15 yrs in wealth management/private banking. • Proven record with HNI clients, strong market knowledge, AIF/PMS expertise, communication & advisory skills, and investor-centric approach.

Responsibilities: * Develop financial plans and strategies * Manage client portfolios * Provide investment advice * Acquire high net worth clients * Collaborate with team on market analysis

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile • Postgraduates with exp in financial services • Strong track record in HNI/Ultra HNI wealth management & mutual fund. • CFP / NISM V-A certifications are a big plus • Excellent communication

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...

Project description We're seeking a Senior Software Engineer to design and build robust, scalable systems that support portfolio and risk analytics, order and trade lifecycle processing, and investment strategies. You will work closely with portfolio managers, quantitative analysts, and product teams to develop technology solutions that create tangible business value in the capital markets space. Responsibilities Key Responsibilities (%70 Backend/30% Frontend) Design and implement end-to-end technology solutions in an Agile environment, collaborating with business and technical partners. Leverage AWS cloud services to build scalable, cloud-native applications aligned with long-term architect...