13263 Portfolio Management Jobs - Page 16

Key Responsibilities: • Drive business growth through client acquisition and revenue generation • Manage and develop HNI / UHNI / Retail client relationships • Oversee trading, investment advisory, and portfolio management services • Lead and mentor Relationship Managers / Dealers / Team Leaders • Ensure achievement of monthly, quarterly, and annual targets • Coordinate with Research, RMS, Compliance, and Operations teams • Monitor client portfolios and provide investment strategies as per market conditions • Ensure adherence to SEBI, exchange, and internal compliance guidelines • Resolve escalated client issues and ensure high service standards • Support branch / regional head in strategic ...

Creative Photographer Job Name: CreativePhotographer Job Role: Photographer Industry:FMCG, Goods Job Location:Udaipur(Rajasthan)Job Type:Full Time Experience:3- 8year Salary:Best in the industry Education:Any 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....

Role & responsibilities Dealing with Retail and HNI Clients . Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients throug...

Role Overview: We are seeking a technically strong and analytically driven Actuarial Leader to head a dynamic team focused on pricing, business development, and portfolio management for Personal Accident, Parametric, Crop, and Cattle Lines of Business (LOBs) . The ideal candidate will combine deep actuarial expertise with advanced statistical modeling, strategic thinking, and leadership capabilities to drive sustainable business growth and profitability. Key Responsibilities: Lead pricing and underwriting for Parametric, Crop, and Cattle LOBs. Design, implement, and validate pricing frameworks aligned with business objectives. Monitor portfolio performance, identify trends, and take correcti...

Role/Job Title: Function/ Department: HNI Branch Banking Lead, mentor, and motivate a team of Relationship Managers (RMs) to achieve sales targets and business goals related to CASA and other liability products. Drive the acquisition of new customers for CASA products by identifying potential clients and ensuring smooth onboarding Focus on achieving both individual and team sales targets for Current Accounts, Savings Accounts, Fixed Deposits, and other banking products. Develop action plans to target specific customer segments and achieve CASA growth in the local market. Ensure compliance with KYC, AML, and other regulatory requirements during the customer onboarding process.

Territory Development Define and implement a regional sales strategy aligned with overall business goals. Identify and qualify potential accounts: dealers, design studios, hospitality clients, and retail chains . Account Relationship Management Manage a portfolio of key accounts; cultivate new partnerships through regular outreach and in-person meetings . Deliver product presentations, negotiate contracts, and close deals. Maintain ongoing communication to ensure customer satisfaction and repeat business. Sales Execution Forecasting Meet or exceed quarterly and annual sales targets. Use CRM tools to track leads, pipeline activity, and deal flow; report performance metrics to leadership Produ...

The opportunity : Project Consultant-TMT-Business Consulting PI-CNS - BC - FINANCE - Hyderabad TMT : Industry convergence offers TMT (Technology, Media & Entertainment, and Telecommunications) organizations the chance to evolve and transform, but it also presents challenges around competitiveness and delivering agile corporate strategies for growth. Content distributors are transforming into content producers, service providers are becoming tech companies, technology companies are the catalyst for dramatic change in every sector, and customers want the latest innovations now. We help TMT companies create compelling employee and customer experiences, retaining skills and talent while achievin...

Territory Development Define and implement a regional sales strategy aligned with overall business goals. Identify and qualify potential accounts: dealers, design studios, hospitality clients, and retail chains . Account Relationship Management Manage a portfolio of key accounts; cultivate new partnerships through regular outreach and in-person meetings . Deliver product presentations, negotiate contracts, and close deals. Maintain ongoing communication to ensure customer satisfaction and repeat business. Sales Execution Forecasting Meet or exceed quarterly and annual sales targets. Use CRM tools to track leads, pipeline activity, and deal flow; report performance metrics to leadership Produ...

Your key responsibilities Technical Excellence As described in the mail. Skills and attributes To qualify for the role you must have Qualification Bachelor of Commerce Experience Financial Analysis (3+ years) What we look for People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.

EY Consulting is building a better working world by transforming businesses through the power of people, technology and innovation. Our client-centric approach focuses on driving long-term value for our clients by solving their most strategic problems. EY Consulting is made up of three sub-service lines: Business Consulting (including Performance Improvement and Risk Consulting), Technology Consulting and People Advisory Services. Business Consulting works with clients to reimagine or transform their business purpose and model; create growth; manage cost and efficiency; respond to market pressures and regulation; and resolve operational challenges. The scope of this team encompasses innovati...

Your key responsibilities Technical Excellence As per TOR Skills and attributes To qualify for the role you must have Qualification Master of Business Administration Experience Project Management (6+ years) What we look for People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.

Your key responsibilities Technical Excellence Urban Skills and attributes To qualify for the role you must have Qualification Master of Architecture Experience Urban Planning What we look for People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.

Vice Presidentlevel DevOps Engineer role focused on building enterprise-wide DevOps capability and culture Drives adoption of DevOps centre of excellence practices to create long-term commercial value Plays a strategic role in accelerating learning journeys and improving customer outcomes Key Responsibilities Mentor and coach feature and platform teams to advance DevOps maturity and capability Assess current DevOps technical capabilities and identify gaps across teams and platforms Design and deliver learning workshops and training to uplift DevOps practices Enable continuous improvement by promoting modern DevOps tools, techniques, and processes Measure, analyse, and visualise flow of work ...

As a Chartered Wealth Manager at [Company Name], you will be responsible for delivering strategic, bespoke financial advice and portfolio management services to high-net-worth clients. You will work closely with clients to understand their financial goals, manage their assets, and provide expert guidance on various financial matters, including investment strategies, estate planning, retirement planning, and tax optimization. Key Responsibilities: - Client Relationship Management: Build and maintain strong relationships with high-net-worth clients by understanding their needs and providing tailored financial advice and solutions. - Portfolio Management: Oversee and manage client portfolios to...

Wealth Management - requiring 6+ months exp in equity research or investment operations with exposure to equities, ETFs, mutual funds, and crypto. Strong skills in capital markets, portfolio analysis, financial statements, and market research. Office cab/shuttle Health insurance Provident fund

Role & responsibilities Strategy Development: Create and implement effective strategies for debt recovery and collections in assigned regions, ensuring compliance with laws, regulations, and company policies. Team Leadership: Lead and supervise a team of collections professionals, providing guidance, training, and support to maximize their performance and meet collection targets. Performance Monitoring: Track and analyze collection metrics, including delinquency rates, recovery rates, and payment behaviors, to identify trends, areas for improvement, and potential risks. Portfolio Management: Oversee collections portfolio management, prioritizing accounts, reviewing payment plans, negotiating...

We're Hiring: Wealth/Relationship Manager - Direct Channel Locations: Bangalore Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Salary can be negotiable

We are seeking an experienced Trader with strong knowledge of hedging and risk management. The candidate should have strong exposure to family portfolio management , equity and mutual fund investments , debt markets , and derivatives-based hedging strategies , including rollover and currency hedging. The role requires strong analytical skills, margin optimization expertise, proficiency in using modern trading tools and platforms, managing client portfolios, implementing hedging strategies to mitigate market risks. Key Responsibilities Manage and monitor family and proprietary portfolios across equities, mutual funds, debt instruments, and derivatives. Execute trades in cash, futures, options...

Transaction Consultant Transaction Management CTM Transaction Management Team Gurgaon, India About JLL We're JLL. We're a professional services and investment management firm specializing in real estate. We help organizations around the world achieve their ambitions by owning, occupying and investing in real estate. We're a Fortune 500 company. We work across 80 countries, in 280 different offices, with a team of over 77,000 individuals. If you're looking to step up your career, JLL is the perfect professional home. At JLL, you'll have a chance to innovate with the world's leading businesses, put that expertise into action on landmark projects, and work on game-changing real estate initiativ...

Company Description Our client is one of the leading NBFC. Cluster Head / Area Head - Private Wealth Experience - 10+ years in Financial Industry/ Private Wealth/ Capital Markets / Private Banking Location - Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, Hyderabad Education - UG / PG Role Description This is a full-time on-site role in Delhi NCR. The role involves managing and expanding the portfolio of private wealth clients, overseeing a team of wealth managers, and ensuring high-quality service delivery. The role also includes developing and implementing business strategies, monitoring market trends, and ensuring compliance with regulatory requirements. Th...

Area Business Manager-Portfolio-Agri Business Group (ABG)-Marketing Branches Operations JOB DESCRIPTION Job Title Area Business Manager (Grade - M5 / M6 - Chief Manager/ AVP) Manage team of Portfolio Managers to manage and grow existing portfolio of customers in Agri SME space. Acceptable knowledge of respective geography & ability to quickly recruit quality team members. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by prov...

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls...