13263 Portfolio Management Jobs - Page 17

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...

As a Social Media Writer at Bottle Openers Digital Solutions Pvt. Ltd., you will be part of a rapidly growing full-service digital agency that excels in Creative Performance by seamlessly blending design and technology to deliver innovative brand communications. With a team boasting a combined experience of over 70 years in both offline and digital media, having worked with renowned brands like VLCC, Carrier Midea, Toshiba, Microsoft, and many more, you will have the opportunity to contribute to impactful solutions that drive business growth through personalized advertising and creative outlets. - Demonstrate almost an OCD-like dedication to generating compelling content and ideas, along wit...

As a Sales Team Leader, you will be responsible for leading a team of Cluster Managers and field staff to expand the Business Correspondent network for various financial institutions. Your key responsibilities include: - Developing and expanding business correspondence alliance partners - Innovating and developing retail asset products such as JLG Loans, Secured & Unsecured MSME Loans tailored to target customers and geographies - Implementing sales strategies to enhance market share and identifying potential business areas for region expansion - Managing teams across assigned territories for deeper market penetration - Assessing client base and product acceptability in new regions for geogr...

Role & responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Preferred candidate profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good c...

Hi, Hurry!!! Wonderful opportunity with Leading Bank in to RM Job location: Calicut, Cochin & Pathanamthitta Designation: Relationship Manager Job Description: Responsible for sourcing Savings Accounts and Servicing High Value clients through effective relationship management. Products are Retail liabilities such as Current Account, Savings Account, Mutual Fund, Insurance and Fixed Deposit. RM needs to cater to individual clients while trying to generate new business and clients for the bank. A relationship managers role involves working with clients to help them make the right decisions with their accounts and explain the financial services on offer to them. If Interested Apply as below: EM...

The Role:The Technology Solutions Practice Lead drives a disciplined program of cybersecurity services and offers development.The Lead understands the constantly changing cyber marketplace, identifies solution opportunities, and leads to the development of compelling offerings from business cases through to operations and market readiness.In this highly collaborative role, you will bring together diverse functions such as architecture and engineering, security operations, finance, vendor management, and marketing, to establish a differentiated market position and accelerate time to revenue.Your deep cybersecurity and technical experience are balanced by a strong business acumen enabling effe...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

About this role: Wells Fargo is seeking a Commercial Banking Portfolio Associate In this role, you will: Research complex financial and credit information for commercial business, or high net worth customer loan packages, according to business unit standards within Commercial Banking Portfolio Management functional area Review basic issues, policies, or procedures for which answers can be quickly obtained, related to low to medium risk tasks and deliverables Underwrite loans with aggregate credit exposure based upon approved credit authority limits Investigate credit standards and determine credit worthiness of high net worth loans Receive direction from supervisor and exercise independent j...

Must have exp in Wealth Management/Financial Planning platforms in handling US/UK customers. Being a Client facing role the candidate must have excellent client service delivery exp. Good understanding of capital markets products and securities Required Candidate profile 8-10 yrs of relevant exp in Wealth Management / Financial Planning. The Client Interface Manager will be the ‘First Point of Contact’ for the clients & actively participate in client meetings.

hiring for leading bank Sourced and acquired Current Account (CA) customers such as MSMEs, traders, professionals, and corporates. Identified customer banking needs and onboarded accounts as per KYC, AML, and compliance norms.

About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator. In this role, you will: Support performance and overall effectiveness of team, as well as cross-group administrative operations Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation Independently prioritize work and provide day-to-da...

Must have exp in Wealth Management/Financial Planning platforms in handling international customers / process. good understanding of various capital markets products((Fixed Income, Futures Options, Equity, Derivatives etc.)& securities . Required Candidate profile 8-10 yrs of exp in US Wealth Management / Financial Planning. Should have team handling exp of at least a year on Paper. Should be ok working in US shifts & should have excellent communication skills

Role & responsibilities Responsibilities: To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates wit...

Job Specifications Role Designation: Cluster Manager-Investment Products Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head Location: Ahmedabad Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Manage, build and drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Share...

About The Role Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Lead Analyst LMS Strategy Strategic PlanningDevelop and implement a comprehensive LMS strategy that aligns with the diverse needs of a portfolio of companies. Portfolio ManagementOversee the deployment and optimization of the LMS platform across multiple companies, ensuring consistency and scalability. Customization and FlexibilityEnsure the LMS is adaptable to meet the specific needs and objectives of each company within the portfolio. Innovation and TrendsStay informed about emerging trend...

JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Location: Ahmedabad Experience: Minimum 4 years Certification: NISM VIII mandatory Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending p...

About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities...

Job Summary & Key responsibilities: We are looking for a Junior IT Engineer who will be responsible for creating great websites for our customers. Primary duties include conceptualizing and implementing creative ideas for our websites, as well as creating visual elements that are in line with our branding guidelines. You will be working closely with our IT team to ensure proper and work. Set up hardware, software, and networks per IT policies. Troubleshoot technical issues and provide user support. Assist senior IT staff with tasks and projects. Stay updated on technology trends and advancements. Collaborate with team members for smooth IT operations. Support and troubleshoot hardware and so...

In this role, you will: Review credit information of loans for companies and industries Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information Perform moderately complex credit investigations on companies and industries Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues Ensure credit files are current Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits Required Qualifications: 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination ...

About this role: Wells Fargo is seeking a Securities Operations Associate In this role, you will: Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures Provide information to, collaborate, and consult with peers, col...

Role Overview We are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation of a Digital Wealth platform using Comarch. This role requires deep expertise in digital wealth management and test leadership, with the ability to design test strategies, manage cross-functional teams, and ensure compliance with client and organizational quality standards. The Test Manager will be accountable for overall testing quality, timely delivery, and continuous improvement initiatives, while collaborating with Comarch product teams, banking stakeholders, and offshore QE resources. Key Responsibilities Lead the end-to-end QE strategy for Comarch pla...

Job Specifications Role Designation: Advisor-PCG Department: PCG-Commodity Function: Advisory Company: MOFSL Reporting to: Group Leader Location: Ahmedabad Job Purpose 1. Advising HNI/Ultra HNI clients on commodity products Key Deliverables 2.Individually handling clients with the book size of 25 lacs & above. 3.Creation of revenue & Activation of clients through effective Advisory Role Requirements Any Graduate with minimum experience of around 2-5 years into stock broking industries. Able to Understand Market Reports and share Information with Clients. Should be comfortable working in Shifts.

About The Role Skill required: Property & Casualty- Underwriting - Insurance Underwriting Designation: Underwriting Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? ?¢6-8 years of experience in Property & Casualty Underwriting or Policy Servicing across shared services/Third Party BPO service providers (Essential) ?¢Hands on experience of managing the one of the following tasks from the earlier experience from Insurance Underwriting Cycle ?? New Business Submission, Clearance and Inspection, Status Change, Policy Issuance, Premium Audit/Booking, Reconciliation, Policy Drafting, Mid-term Endorsement, Loss Run, Quote/Booking, Declarations, Cancellatio...

About The Role Skill required: Property & Casualty- Underwriting - Insurance Underwriting Designation: Underwriting New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years What would you do? We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model t...

About The Role Skill required: Property & Casualty- Claims Processing - Insurance Claims Designation: Claims Management New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years What would you do? We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating mod...