13263 Portfolio Management Jobs - Page 15

We are looking for a highly skilled and experienced Business Development Manager to join our team in Pune. The ideal candidate will have a strong background in business development and mentoring, with excellent communication and leadership skills. Roles and Responsibility Develop and implement effective business strategies to achieve organizational goals. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing client relationships. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead of the competition. Provide guidance and support to junior team mem...

We are looking for a highly skilled and experienced Branch Manager to lead our Micro Business Loan team. The ideal candidate will have a strong background in micro business loans and excellent leadership skills. Roles and Responsibility Manage and oversee the daily operations of the branch, ensuring efficient delivery of micro business loan services. Develop and implement strategies to boost micro business loan sales and customer acquisition. Lead and motivate a team of professionals to achieve business objectives and goals. Build and maintain relationships with key stakeholders, including customers, partners, and internal teams. Monitor and control expenses to ensure cost-effectiveness and ...

Job Purpose and Impact The Key Account Technology Lead - Dairy Nutrition will be aligned to Cargill''s Dairy Feed business in India and participate in designing and implementing a comprehensive product marketing cycle. In this role, you will help identify market potential, establish pricing and market strategies, estimate potential sales, define promotional activities and handle product through phase out. Key Accountabilities Provide technical support to our B2B Dairy Nutrition team, specifically catering to feed millers. This role will play a critical part in supporting key accounts through customized feed solutions and close collaboration with marketing and product development teams. Devel...

About The Role Project Role : Business Process Architect Project Role Description : Analyze and design new business processes to create the documentation that guides the implementation of new processes and technologies. Partner with the business to define product requirements and use cases to meet process and functional requirements. Participate in user and task analysis to represent business needs. Must have skills : SAP Project System (PS) Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Process Architect, you will evaluate, redesign, and optimize business processes while developing docume...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management 1. Develop distribution model which should be cost effective and helpful in growing business rapidly DSA business expansion Control on cost of acquisition 2. To meet the Business/sales targets for the region on monthly, quarterly and annual basis - Volume(nos.) , MS (%) and Turnover( Rs). 3. To coordinate and ensure the collection Targets on Daily, weekly and monthly basis. 4. Timely FI and disbursement of finance to the customers To do appraisal/ Review of performance of TCFSL s team in the region. 5. Target achievement Customer satisfac...

Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Financial Services Unit Aditya Birla Capital Ltd Location Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) Area Sales Head Reports to: Poornata Position Title Function Sales-SLS Reports to: Function Sales Department BGFMRS-Mortgages Retail Sales Reports to: Department SME Tier 1 Designation of the Employee Area Sales Head Designation of the Manager Regional Sales Head Date of writing/updation of JD Job Purpose: Write the purpose for which the job exists (in 2-3 lines) ( Max...

Job Purpose and Impact The Senior Portfolio Analyst Corporate Strategy will lead the strategic portfolio of projects and programs across the functions including projects and data fields standardization, intake and value case guidelines, developing prioritization criteria and methods based on the enterprise strategy. In this role, you will provide transparency into the business's project portfolio, reports and integration with other business planning processes in collaboration with key stakeholders. Key Accountabilities Validate and prioritize portfolio projects, monitor progress, ensure appropriate resource needs, manage the portfolio management dashboard and provide training. Drive continuo...

Total experience we are looking for in years: 3 Years - 5 Years Relevant experience we are looking for in years: 2 Years - 3 Years Strong hands-on experience with ServiceNow reporting and dashboards , particularly in ITSM, ITAM, VR, SPM, and SIR . Experience in automating and scheduling reports within ServiceNow. Ability to analyse and optimize reports for performance and scalability. Strong problem-solving skills, documentation skills, and the ability to communicate effectively with stakeholders. Ability to work independently and manage multiple reporting requirements. Experience with ServiceNow Performance Analytics and the ability to build meaningful visualizations. ServiceNow scripting (...

Company: IFC Ventures Location: Mumbai Experience : Minimum 4+ years Industry: FMCG / Beauty / Skincare / Cosmetics / Personal Care Department : Category Management / Brand Management / Marketing & Sales Strategy Employment: Full-Time Job Description IFC Ventures is rapidly expanding its portfolio of modern skincare, haircare, and cosmetics brands across India. We are looking for a highly driven and analytical Category Manager Skincare Brands to lead category development, portfolio expansion, pricing, channel strategies, and GTM execution across retail, modern trade, e-commerce, and D2C channels. This role requires deep knowledge of skincare products, category trends, consumer insights, comp...

Company Description Choice is a leading financial service provider specializing in Stock Market, Mutual Funds, Insurance, and Loans, serving over 4 lakh clients globally. As part of the diversified Choice Group, with a presence in finance, hospitality, and technology sectors, the company boasts operations in 88 countries and partnerships with 13 state governments. An active member of BSE, NSE, MCX, MSEI, and NCDEX, and a depository participant with CDSL and NSDL, Choice Broking provides integrated trading and investment services. These include a proprietary trading platform (Jiffy), expert research, portfolio management services, and comprehensive investment resources. With over two decades ...

1-Develop new and expands existing High Net worth Customer relationships for liabilities. 2-Ensure high levels of customer service and application of bank policy. 3-Cross-sells existing bank products to customers. 4-Tracks customer complaints/queries Required Candidate profile Developing and maintaining banking relationships with a select group of high net worth customers through individualised customer service. INTERESTED CANDIDATES CAN WHATSAPP- 9237396207

BSE Limited is seeking a highly motivated and analytical Business Development to join our dynamic team. In this role, you will play a key part in expanding our business relationships with key players in the capital markets, including Portfolio Management Services (PMS) firms, Insurance Companies, AIFs, and Mutual Funds. Role and Responsibilities : Develop and maintain strong relationships with existing and potential clients in the capital markets sector (PMS, insurance companies, mutual funds) Conduct market research and analysis to identify new business opportunities. Track and report on key performance indicators (KPIs) related to the client Develop and deliver presentations and proposals ...

Role & responsibilities Product Due Diligence & Review Conduct periodic reviews to ensure products remain suitable and aligned with company and regulatory guidelines. Maintain due diligence documentation including product notes, evaluation matrices, and rating reports. Identify potential product risks and highlight early warning indicators. Market & Industry Tracking Track macroeconomic trends, market movements, sector outlooks, and regulatory updates impacting investment products. Monitor competitors product offerings and emerging investment themes. Internal Coordination & Support Work closely with Wealth RMs, Advisors, and Broking Teams to provide product insights and recommendations. Supp...

PRIMARY JOB RESPONSIBILITIES Recruit, induct, handhold, facilitate, motivate & retain Team Members Ensuring smooth operations and achieving the revenue & profitability targets of the Branch Ensure individual and team performance as per norms Ensure compliance as per various regulator and organization guidelines Client acquisition from own network/ open market along with margin collection as expected Generate revenue through Broking & Non Broking Products (LI, MF, FD, Bonds etc. & focus product if any) Promote Focus Product of the month Maintain & service the existing clientele Preferred candidate profile Candidate should have overall experience of around 10-15 years in the desired role with ...

Key Responsibilities Generate brokerage income by advising clients on their equity portfolios. Re-engage inactive clients and maintain long-term relationships. Keep clients updated on their orders and market developments. Cross-sell third-party financial products such as Mutual Funds, SIP, and PMS. Ensure all activities comply with regulatory standards and internal policies. Stay informed about market trends and updates to provide accurate advice Key Requirements Graduation in any stream. Excellent communication and interpersonal skills. Candidates with prior experience in financial services. Good understanding of equity markets and investment products. Ability to build rapport and maintain ...

Job Description Role Overview: We are looking for a detail-oriented Senior Associate - Fund Operations to manage client onboarding, reconciliation, custody operations, fund accounting and reporting functions for our Portfolio Management Services. Key Responsibilities : Client Onboarding Account Management Manage end-to-end account opening for PMS Investors (Individual, HUF, Corporate, NRI, Trust) Co-ordinate with Investors, RMs, and distributors for KYC/CML documentation Review forms for accuracy and regulatory compliance Liaise with custodians for account setup and strategy allocation Maintain onboarding trackers and share timely updates. Custody Reconciliation Monitor daily custodian feeds...

Role & responsibilities 1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers 2. Sources new bank customers through external individual efforts and acquisition channel 3. Ensures high levels of customer service orientation and application of bank policy 4. Cross sells bank products to existing set of Customers 5. Informs customers of new products or product enhancements to further expand the banking relationship 6. Plans and conducts special sales initiatives and events for prospective and existing clients 7. Coordinates with other group companies to provide seamless access to other products 8. Maintains complete ...

As a Consultant in our SAP Team, you'll build and nurture positive working relationships with teams and clients with the intention to exceed client expectations: - SAP EPPM/PS Professional should have: Candidate should have minimum of 4+ years of experience in SAP EPPM/PS modules. Lead SAP PPM and PS implementation projects including design, configuration, and deployment. Configure Portfolio Management, Project Management, and Resource Management functionalities in SAP PPM. Set up Project Structures, WBS Elements, Networks, and Activities in SAP PS. Integrate PPM and PS with other SAP modules such as FI/CO, MM, and HR. Collaborate with business stakeholders to gather requirements and deliver...

Role- PMS Operations- Team Member Experience- 5 to 9 years Location- Prabhadevi Mumbai Skills- PMS, wealth management, wealth spectrum, end to end pms operations, update files,trade placement, month end activities, custody and fees disbursement Educational Qualification- CA, MBA, graduate or postgraduate Notice period- 0 to 90 days Email to - [HIDDEN TEXT] Job Description- Key Responsibilities: Design and implement end-to-end PMS operational processes in coordination with Fund Management, Sales & Service, and Custody teams. Develop, maintain, monitor, and periodically review operational processes to ensure smooth and efficient PMS operations. Ensure seamless information flow to distributors ...

Hiring: Wealth Managers | Mumbai Were looking for experienced Wealth Managers to join our growing team and manage HNI/UHNI clients. Location: Mumbai Experience & CTC: • 35 years: Up to 10 LPA • 10+ years: Up to 30 LPA Client acquisition & relationship management Investment advisory – PMS, AIFs, Bonds, MFs, Unlisted Shares Portfolio management & financial planning Revenue & AUM growth If you are interested in exploring this opportunity, please share the following details along with your updated resume at chinmaya@topgearconsultants.com Current Location: Preferred Location: Highest Qualification: Total Experience: Current CTC: Expected CTC: Notice Period: Availability for Interview (Date & Tim...

Coordinating transactions across the APAC region: You will be expected to deliver Transaction Management (TM) services to some of the world s largest companies Managing a portfolio across Asia, this position calls for a highly energetic individual with excellent communication, portfolio management and client relationship management skills Comfortable in working towards achieving performance targets, you will be responsible to deliver a range of possible real estate and workplace solutions to a client looking for the next generation benefits that come from a vested partnership with JLL Transaction Management As a Transaction Consultant, you will be responsible for supporting clients in their ...

Description We are seeking a skilled Mutual Fund Operations Manager to join our team in India. The ideal candidate will be responsible for managing the daily operations of our mutual fund transactions, ensuring compliance with regulatory standards, and enhancing operational efficiency. Responsibilities Oversee day-to-day operations of mutual fund transactions and ensure compliance with regulations. Manage the processing of investor transactions including subscriptions, redemptions, and switches. Coordinate with various stakeholders, including fund managers, compliance teams, and external vendors. Prepare and analyze operational reports to identify areas for improvement. Ensure timely resolut...

Role - Technical consultant Shifts- 2 pm to 11 pm Work Mode - Hybrid Skills- Servicenow- SPM (Strategic portfolio Management) Integrations Role and Accountabilities:This will suit an experienced ServiceNow professional with a successful recent track record of implementing ServiceNow Platform to support the design, development, and implementation of Strategic Portfolio Management solutions. The ideal candidate will have hands-on experience with ServiceNow modules such as Project Portfolio Management (PPM), Demand Management, Resource Management, and Agile/SAFe, along with a strong grasp of platform capabilities like Flow Designer, Business Rules, Script Includes, Integrations, and Performance...

Creative Photographer Job Name: CreativePhotographer Job Role: Photographer IndustryFMCG, Goods Job LocationUdaipur(Rajasthan)Job TypeFull Time Experience3- 8year SalaryBest in the industry EducationAny Graduate Job Summary: We are looking for a passionate Photographer to capture moments on film and to use images to tell a story. The successful candidate will be able to achieve technical, qualitative, and quantitative goals while meeting the project’s needs and deadlines. About The Role : Take the brief to understand specifications and work closely with our art team to develop the concept. Capture and process images until you achieve desired results. Shoot poses that don’t look posed. Consta...

Position description: 1. Drive and achieve monthly topline targets through agency vertical 2. Ensure diversification of portfolio into all motor products for the region 3. Drive recruitment of agents through team members as per targets set 4. Coordinate with team to ensure month on month activation of agents as per targets set 5. Manage individual targets for agent recruitment, activation and premium, if any