13263 Portfolio Management Jobs - Page 14

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location: Benga...

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...

Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 3) Maintain relationships with the existing network of Partners A...

egional Head- Stock Broking & Investment Products, Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Allaances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Risk, Regulati...

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

Role Overview: As an AVP Marine Underwriting at Tata AIG General Insurance Company Limited, you will lead and manage the underwriting function for the entire Gujarat territory. Your role will involve overseeing risk evaluation, pricing, and portfolio management in marine insurance. You will guide a team of underwriters to deliver excellence, drive business growth, ensure compliance, and build strong stakeholder relationships across the region. Key Responsibilities: - Lead and manage the Marine Underwriting team across Gujarat. - Oversee risk assessment, pricing, and portfolio management for marine insurance. - Collaborate with sales, distribution, and operations teams to drive business growt...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complie...

We are looking for a creative and organised Marketing Intern for our branding, digital presence, and lead-generation activity. Social Media & Content Support, Website & Portfolio Updates, Marketing Collateral, Lead & Campaign Support, Documentation.

Kenvue Is Currently Recruiting For a Director, Strategic Planning & Performance Management What We Do At Kenvue, we realize the extraordinary power of everyday care. Built on over a century of heritage and rooted in science, we're the house of iconic brands - including NEUTROGENA, AVEENO, TYLENOL, LISTERINE, JOHNSON'S and BAND-AID that you already know and love. Science is our passion; care is our talent. Who We Are Our global team is 22,000 brilliant people with a workplace culture where every voice matters, and every contribution is appreciated. We are passionate about insights, innovation and committed to delivering the best products to our customers. With expertise and empathy, being a K...

Some careers shine brighter than others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. In this role, you will: As a People Business Consultant for Infrastruct...

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

Key Account Manager To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs including bank/3rd party products To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Eligibility Criteria Any Graduate Age Limit - Up to 35 yrs Essential requirement...

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Job Overview: We are seeking a research professional to join Oliver Wymans Knowledge Department . You will work closely with partners and consultants in the Private Capital Practice Group to support secondary research efforts, ensure successful delivery of client work focused on due-diligence projects as well as other corporate finance and advisory projects, and gain deep insights into the sectors. Oliver Wyman''s Private Capital Practice provides an array of capabilities to support investment decision making, backed by deep expertise across diverse industry sectors. Our clients include private equity funds, hedge funds, sovereign wealth funds, investment banks, commercial banks, arrangers, ...

Your Role Key Responsibilities Governance & Delivery Own end-to-end service delivery governance for SAP AMS. Act as primary interface between ATG stakeholders and AMS teams. Ensure SLA compliance, performance reporting, and escalation management. Operational Excellence Drive governance forums, dashboards, and KPI presentations. Oversee incident, problem, and change management processes. Portfolio & Resource Management Manage enhancement portfolio, resource allocation, and demand prioritization. Collaboration Work with ATG CoE and SAP RISE teams for release planning and upgrades. Continuous Improvement Optimize service quality and reduce ticket volumes. Your Profile Experience: 14-16 years in...

We are looking for a highly skilled and experienced professional to join our team as a Senior TD and E-Business Consultant. The ideal candidate will have a strong background in talent development and e-business consulting, with excellent analytical and problem-solving skills. Roles and Responsibility Develop and implement effective talent development strategies to enhance employee performance and productivity. Conduct training sessions and workshops on various topics related to talent development and e-business consulting. Analyze business problems and develop solutions using expertise in talent development and e-business consulting. Collaborate with cross-functional teams to achieve busines...

We are looking for a highly skilled and experienced professional to join our team as a Senior TD and E-Business Consultant. The ideal candidate will have a strong background in talent development and e-business consulting, with excellent analytical and problem-solving skills. Roles and Responsibility Develop and implement effective talent development strategies to enhance employee performance and productivity. Conduct training sessions and workshops on various topics related to talent development and e-business consulting. Analyze business problems and develop solutions using expertise in talent development and e-business consulting. Collaborate with cross-functional teams to achieve busines...

We are looking for a highly skilled and experienced professional to join our team as a Senior TD and E-Business Consultant. The ideal candidate will have a strong background in talent development and e-business consulting, with excellent analytical and problem-solving skills. Roles and Responsibility Develop and implement effective talent development strategies to enhance employee performance and productivity. Conduct training sessions and workshops on various topics related to talent development and e-business consulting. Analyze business problems and develop solutions using expertise in talent development and e-business consulting. Collaborate with cross-functional teams to achieve busines...

We are looking for a highly skilled and experienced professional to join our team as a Manager - Business Consulting PI - FS - CNS - BC - MARKETING SALES And SERVICE in Mumbai. Roles and Responsibility Develop and implement business consulting strategies to drive growth and improvement. Provide expert guidance on marketing, sales, and service operations. Collaborate with cross-functional teams to identify and capitalize on new business opportunities. Analyze market trends and competitor activity to inform business decisions. Build and maintain strong relationships with clients and stakeholders. Identify and mitigate risks to ensure successful project execution. Disclaimer: This job descripti...

We are looking for a highly skilled and experienced Senior Consultant to join our team in Mumbai. The ideal candidate will have a strong background in business consulting, with expertise in marketing, sales, and service. Roles and Responsibility Develop and implement effective business strategies to drive growth and improvement. Conduct market research and analyze industry trends to identify opportunities and challenges. Collaborate with cross-functional teams to design and deliver solutions that meet client needs. Provide expert guidance on marketing, sales, and service operations. Identify and mitigate risks to ensure successful project delivery. Build and maintain strong relationships wit...

We are looking for a highly skilled and experienced Key Account Technology Lead to join our team, focusing on dairy nutrition. The ideal candidate will have a strong background in technology and experience working with dairy products. Roles and Responsibility Develop and implement new technologies to enhance the efficiency and productivity of dairy production. Collaborate with cross-functional teams to design and develop innovative dairy nutrition products. Conduct research and analysis to identify areas for improvement in existing processes and recommend solutions. Provide technical support and training to farmers and other stakeholders on best practices for dairy nutrition. Monitor and eva...

We are looking for a highly skilled and experienced Senior Consultant to join our team in Mumbai. The ideal candidate will have a strong background in business consulting, with expertise in marketing, sales, and service. Roles and Responsibility Develop and implement effective business strategies to drive growth and improvement. Conduct market research and analyze industry trends to identify opportunities and challenges. Collaborate with cross-functional teams to design and deliver solutions that meet client needs. Provide expert guidance on marketing, sales, and service operations. Identify and mitigate risks to ensure successful project delivery. Build and maintain strong relationships wit...

Looking to onboard a skilled professional with 2 to 7 years of experience to join our team as a Consultant - Business Consulting PI - FS - CNS - BC - Marketing Sales And Service in Mumbai. Roles and Responsibility Develop and implement business consulting strategies to drive growth and improvement. Conduct market research and analyze data to identify trends and opportunities. Collaborate with cross-functional teams to design and deliver solutions. Provide expert guidance on marketing, sales, and service operations. Identify and mitigate risks to ensure successful project delivery. Build strong relationships with clients to understand their needs and provide tailored solutions. Disclaimer: Th...