7223 Portfolio Management Jobs - Page 17

Positions : Relationship Manager (Select RM) / Key Account Manager (KAM) Walk-In date: 19th Sep & 20th Sep 2025 - (11:00 AM to 3:30 PM) Interview Venue : IndusInd Bank Limited, 2nd Floor Parker House, Nr Radisson Blu, Panchvati Cross Road, Ahmedabad - 380009 Relationship Manager (Select RM): To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product...

Salary: 20 to 35 LPA Exp: 3 to 10 years Location: Bangalore/Gurgaon/Pune Notice : immediate to 30 days..!! Role and Responsibilities: Credit Risk /Fraud Risk/Collection Strategy: Role Details: The role is expected to use analytical tools to identify opportunities to grow overall assets as well as manage risk. It involves managing risk management framework across customer lifecycle acquisition, portfolio management and collections, across retail lending products. Responsibilities : - Design, analyze, monitor credit risk strategies for different loan products such as personal loans, auto loans, etc. - Identify the opportunity areas for portfolio growth and pro-actively communicate with stakeho...

Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve ...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (13+ Years Exp) 3) Preferred Relationship Manager (8+ Years Exp) 4) Imperia Relationship Manager (10+ Years Exp) 5) Branch Sales Manager (6+ Years Exp) 6) PB-Teller Authorisers (6+ Years Exp) 7) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional custome...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. 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 clients. Increase client database by meeting new clients...

Building new relationships, increasing depth in existing & new relationships Acquire & manage HNI/UHNI clients through tailored investment strategies Drive revenue generation across MF, PMS, AIF, and other asset classes info.aspiringmantra@gmail.com Required Candidate profile 4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills.

Education : Post Graduate/ Graduate Degree in Financial discipline AMFI / NISM certified IRDA Certification Experience : Relationship Management experience in Banks, NBFC, Brokerage houses Experience 3 yrs + Key Skills Good interpersonal and communication skills English & Vernacular Good Presentation skills & networking skills ability to start relationships and build rapport Sound knowledge of Banking Products Good analytical skills, ability to understand client needs and sell range of pdts Process Orientations self-discipline to adhere to laid down processes Have High integrity and professional values Have passion for selling and entrepreneurial orientation Key Roles Achieve personal and bu...

Responsible to generate business from existing customer book, enhance relationships and acquire new clients. Generation of business through customer engagement for liabilities, assets & third-party products. KEY Position Responsibilities Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products Acquiring new relationships through references and catchment mapping Sourcing Family a/cs to strengthen and enhance the relationship Cross selling various engagement products- FD, RD, SIP, Locker, debit and credit cards ad this is an entry level segment Deepening of Portfolio by cross selling various revenue products like Assets, ...

Management Profile: Provider Management/Healthcare Purchasing Roles & Responsibilities: Tariff Negotiations and cost management Conducting surprise audits and checks of the claims and case to case negotiations Manage workload of both field and office effectively Experience in dealing with providers (Hospitals/Diagnostics & OPD Clinics) Understanding of Health Claims and claim related processes Good understanding of Health Insurance and related products Managing relationship with the providers Flexible to travel across locations based on the organizational requirements Managing internal (Claims Team, Sales and Central Teams and external stakeholders (Brokers, Channel partners & Corporates) Ma...

Role Overview: Otis India is seeking a Labor and Employee Relations Manager responsible for developing, implementing, and administering Labor and Employee Relations initiatives and strategies across India. This position will report to the VP, Labor & Employee Relations. This role requires strong problem solving and dispute resolution skills. All duties must be performed with the highest degree of confidentiality and in compliance with union settlement agreements, Company policies, and the law. On a typical day you will: Negotiate and execute timely union contract settlements fully aligned with the Companys business needs and employee aspirations Develop budget recommendations and prepare bud...

Educational Qualifications: -B.Tech/B.E in Select specialization Job Responsibilities: Growth & Propensity Analytics o Design and implement propensity models for product adoption and cross-sell. o Identify high-intent cohorts through segmentation and behavioral analysis. o Work with marketing and product teams to drive personalized campaigns. Data Infrastructure & Engineering o Collaborate with data engineering to define and enhance data pipelines. o Ensure clean, scalable, and real-time access to internal and bureau data. o Work on automation of risk decisioning through scoring APIs and rules engines. Credit & Risk Analytics o Build and monitor bureau-based scorecards and application risk m...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition a...

Dynamic HNI/UHNI hunter delivering precision investment strategies across asset classes, mastering market intel, driving brokerage growth, executing flawless trades, and sustaining elite client relationships with uncompromising excellence.

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

Role Overview: At FinEdge, you will be redefining investment management by making high-quality, goal-based investing accessible to all, not just the ultra-wealthy. The bionic model seamlessly integrates human expertise with cutting-edge technology, empowering investors to achieve long-term financial success through a disciplined, personalized, and process-driven approach. As an Investment Manager, your role is not about sales but about helping clients take meaningful financial decisions, building trust, and guiding them towards their financial goals. If you are passionate about ethical investing, financial planning, and portfolio management, this is where you belong. Key Responsibilities: - ...

Role Overview: As an IndusInd Bank Pioneer Relationship Manager, your primary focus will be on acquiring and managing high-net-worth individual (HNI) clients. You will be responsible for generating new business through wealth and liability products, as well as building strong client relationships to increase revenue and product holding. Your role will involve selling assets, wealth, and third-party products, providing excellent customer service, managing a client portfolio to prevent attrition, and ensuring compliance with bank processes and regulations. Key Responsibilities: - Achieve defined sales targets by selling a range of wealth, liability, asset, and third-party products. - Generate ...

Full-Time Opportunity: Venture Capital Investment Analyst at Samarthya Location: Nariman Point, Mumbai/ Bangalore / Chennai Commitment: Full-time Requirements: NISM Series XIX-D exam (For Cat I and II AIF ) About Us Samarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential startups in deeptech, defencetech, AI and cleantech. We invest $500K to $3M and work closely with the founders to scale the businesses. We invest in bold founders building transformative businesses, providing strategic insights, access to our global network of experts, and operational support along with capital. About the Role We are looking for a highly motivate...

Company Description Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by Vasudhaiva Kutumbakam, which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth while ensuring transparency, trust, and a client-centric approach. Our headquarters is located in Pune, and further information can be found on our website www.purnartha.com. Role Description This is a full-time on-site role for a Senior Wealth Manager at our Pune office. The Senior Wealth Manager will be respon...

As a Mortgage Underwriter at our company, you will be responsible for underwriting mortgage business and managing the portfolio in the assigned branch/location. Your role will involve reviewing and assessing a broad range of complex loan applications within defined guidelines and making decisions or recommending them for approval to higher authorities. Additionally, you will underwrite proposals as per the laid-down policies and procedures to honor the agreed Service Level Agreements (SLAs) and manage city/area business volumes. Key Responsibilities: - Conduct personal discussions with customers to establish creditworthiness and ensure completion of credit/KYC documents and verification thro...

You will be responsible for the following key responsibilities: - Establishing clear client retention goals - Processing milestones for the clients and employees to work toward - Assisting customers with setting up and navigating programs or software - Promoting the value of the product - Upselling services and products with the brand image - Promoting value through improving customer experience - Assisting in creating training courses and educational materials - Reviewing customer complaints and concerns and seeking to improve the customer experience - Developing and managing client portfolios - Minimizing customer churn - Aiding in product design and product development Qualifications requ...

As a Senior Associate in the AM Guidelines team, you will support portfolio managers by updating Investment management mandates on Compliance platforms and monitoring alerts for Institutional client guidelines. You will be responsible for coding client & compliance regulations in systems, managing alerts and breaches generated pre/post trade, and communicating effectively with various stakeholders. This role offers the opportunity to engage in new account coding, reviews, and revisions, as well as participate in local and global projects. - Manage New account coding, reviews & revisions including on-boarding activities. - Review new data analytics and update compliance platforms - Understand...

As a Senior Manager for FPGA in Bangalore within the Product Engineering Unit Silicon, your role is crucial in establishing and scaling FPGA development activities at the newly launched Bangalore site. You will report to the Head of FPGA and be responsible for building the local FPGA team from scratch. Your duties will include recruiting, onboarding, and developing engineers, as well as setting up operational structure, ways of working, and technical direction. Collaboration with the Director of FPGA is essential to ensure alignment with strategic goals, execution excellence, and long-term capability growth. **Key Responsibilities:** - Build and lead a new FPGA development team in Bangalore....

As a Team Leader, you will lead a result-oriented team and be responsible for managing the Area Profitability, ensuring high-quality service, and Customer Relationship Management. You will maintain the desired portfolio quality for the specific Area assigned to you and own overall branch objectives and branch supervision. Your role will involve ensuring the achievement of overall branch targets by generating business through the team and effectively managing Customer Grievances by ensuring the trigger to the appropriate authority. Additionally, you will provide support for product launches and champion new sales initiatives. Key Responsibilities: - Lead a result-oriented team - Manage Area P...

Job Description: As a Premier Acquisition Manager, your role will involve acquiring High Net Worth Individuals (HNI's) exclusively. You will be responsible for selling Third Party Products (TPP) and generating revenue, as well as building the Current and Savings Account (CASA) book size. Additionally, you will conduct regular promotional and customer events to generate leads, and cross sell Mutual Funds (MF), Gold, Insurance, and other asset products. Key Responsibilities: - Acquire High Net Worth Individuals (HNI's) as clients - Sell Third Party Products (TPP) to generate revenue - Build the Current and Savings Account (CASA) book size - Conduct regular promotional and customer events to ge...

You’ll be responsible for driving AIF & PMS business through Banks , National distributors, IFAs& direct sales efforts.