10126 Portfolio Management Jobs - Page 17

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and corporate clients to grow liabilities business. Identify new business opportunities through cross-selling of bank's products such as Priority Banking, Mutual Funds, Retail Liabilities, Business Banking, Working Capital, Portfolio Management, etc. Develop strong understanding of client needs and provide tailored solutions to increase customer satisfaction and loyalty. Collaborate with internal teams to resolve client issues and improve overall service delivery. Meet sales targets by acquiring new customers and increasing revenue growth.

Job Location: Besant Nagar, Vepery, Egmore, Ascendas-Taramani, Anna Salai, Ashok Nagar, Saidapet, Kilpauk, Nanganallur, Porur, Maduravoyal, Thirumullaivoyal, Karapakkam, Santhome, Shenoy Nagar Role: Imperia Relationship Manager. Experience: 8+ Years of Banking Sales Experience. Responsibilities: Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact ...

Streamline post-trade investment restriction monitoring with a highly automated, easily accessible solution, whether you re managing one portfolio or a thousand. The Challenge: Regulatory Complexity Operational Inefficiencies Asset Managers and Depositaries must monitor an increasingly complex array of regulatory rule sets, alongside prospectus limits, investment mandate agreements, industry sector classifications, sanctions, ESG criteria, and more. Robust systems and controls are essential to ensure portfolios remain in continuous compliance. The Solution: Automated Investment Compliance Monitoring Our investment compliance monitoring platform unifies rule-checking, exception monitoring, an...

What is the Team responsible for BSP is seeking a bright, articulate, detail-oriented individual to join the Private Debt team. The successful candidate will take a central role in supporting the evaluation, structuring and negotiation of our private debt transactions, as well as in the monitoring of our investments. As a member of the firms investment team, the Associate will be involved in all aspects of the investing process including due diligence, execution, and portfolio management. Our associates work with a small deal team in a fast-paced and entrepreneurial environment and have constant interaction with the most senior members of the firm, as well as the senior management of our por...

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients. • Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile • 5–15 yrs in wealth management/private banking. • Proven record with HNI clients, strong market knowledge, AIF/PMS expertise, communication & advisory skills, and investor-centric approach.

Responsibilities: * Develop financial plans and strategies * Manage client portfolios * Provide investment advice * Acquire high net worth clients * Collaborate with team on market analysis

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile • Postgraduates with exp in financial services • Strong track record in HNI/Ultra HNI wealth management & mutual fund. • CFP / NISM V-A certifications are a big plus • Excellent communication

Roles and Responsibilities: It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably from BFSI/ NBFC Industry Interested candidates can send updates cv to nithyamanoharan...

Project description We're seeking a Senior Software Engineer to design and build robust, scalable systems that support portfolio and risk analytics, order and trade lifecycle processing, and investment strategies. You will work closely with portfolio managers, quantitative analysts, and product teams to develop technology solutions that create tangible business value in the capital markets space. Responsibilities Key Responsibilities (%70 Backend/30% Frontend) Design and implement end-to-end technology solutions in an Agile environment, collaborating with business and technical partners. Leverage AWS cloud services to build scalable, cloud-native applications aligned with long-term architect...

Mid-level Business Analyst required for Products team. Key focus on private debt/credit products with responsibilities spanning requirement elicitation, stakeholder management, and IT collaboration for product development. Offers strong asset management exposure and growth opportunities. Role Requirements Category Specifications Domain Expertise : - Asset Management background preferred Private debt/credit experience essential Fund operations knowledge advantageous Core Responsibilities : - Requirement elicitation & documentation Stakeholder management across teams IT liaison for product development Data analysis & insights generation Technical Skills : - Strong analytical capabilities Data ...

Your role and responsibilities The Product Manager for Business & Product Analytics will drive data-driven product decisions, cross-functional alignment, and execution excellence for New Product Introduction s (NPIs) and New Feature Introduction s (NFIs) and other strategic Cross-functional projects This role bridges strategy and delivery "” ensuring product initiatives are planned, measured, and executed effectively across multiple functions including Product Management, Engineering, Design, Product Marketing, Sales, and Customer Success. Impact of the Role This role ensures IBMs Middleware and Integration products deliver measurable business impact through: Stronger visibility into product...

—The role will require you to engage with potential clients, schedule meetings, and assist in the preparation of presentations —Client research, business development, prospecting, follow-up & organizing sessions Required Candidate profile —Graduate fresher —Excellent comms to engage clients effectively via email, calls & social media — Basic understanding & eagerness to learn prospecting, follow-up & client engagement strategies Perks and benefits Fixed Salary+ Insurance+ Incentives

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...

Portfolio Manager :R&D and Resource Management(business Management(Business Transformation) Portfolio and Resource Management team is responsible for efficiency and level of maturity of execution for the R & D Portfolio. The candidate will be responsible for bringing about Business orientation to EOLE applicationsand defining requirements of evolutions by directly interfacing with the customer. Major contributor to Capability process: Managing requests throughout the process to project definition, Contribute to Agile Governance to evolve tools to meet new requirements coming from adaption of lean practices. Required Candidate profile Project management, ideally with some background in Softwa...

Position Responsibilities Sr. Key Responsibilities (Please mention all the responsibilities expected from the incumbent to perform) 1 Work closely with Cluster & Segment TL on NR Portfolio Growth & Acquisition 2 Drive NR Acquisition team on NTB Acquisitions 3 Support Segment RMs on NR Acquisition/ ERV Portfolio, Generating FX income leads through FCNR forwards & Cross Sell 4 Conduct Periodic Training & Engagement session with Branch & Segment RMs/TL 5 Track Quality parameters on Funding, Activation & work on Improving Portfolio Quality Qualifications and Experience Requirement Qualifications Essential MBA /Post-Graduate Experience Essential 5 to 6 years in NR Channel / Product/Sales role Ski...

City Head Team leader? Y Team Size: 3-5 Grade: Vice President Business: RETAIL BANKING Department: Retail Liability Products & Fees Sub - Department: FEES Location: Respective Regional / Circle Office About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role The City Head Wealth Specialists is a senior sales leadership ro...

Key Responsibilities: Client Advisory & Investment Solutions: Review clients financial information and investment goals to provide tailored solutions in collaboration with the Research and Advisory team Align service delivery to ensure an enhanced client experience Conduct risk profiling for all mapped clients and recommend investment products based on their risk appetite Business Development & Portfolio Growth: Track HNI/Ultra HNI segments for new client acquisition Formulate and implement outbound and inbound sales plans to increase client base and portfolio size Achieve growth in relationship value, revenue, and client stickiness Drive product-wise targets and cross-sell relevant wealth p...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones through various channels such as Priority Banking, Preferred Banking, and Wealth Management. Identify opportunities for cross-selling of retail liabilities products like CASA deposits to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional service quality standards. Collaborate with internal teams to resolve client issues promptly and efficiently. Analyze market trends and competitor activity to stay ahead in the competition. Desired Candidate Profile 9-14 years of experience in Retail Branch Banking or ...

IS Organizational Effectiveness Manager What you will do In this vital role you will work with product and platform teams across the organization to facilitate and improve processes, coach on Scaled Agile Framework (SAFe) to improve delivery of value. The IS Organizational Effectiveness Mgr interacts with the organizations Product Teams, Platform Teams, Portfolio Management and Communities of Practice to continuously improve standards, processes, and automation enablers that accelerate staff and team SAFe maturity and overall business agility. Lead the implementation and adoption of the Scaled Agile Framework (SAFe) across the organization. Assess current states of Agile maturity, identify a...

Role Purpose Accountable for managing the assigned product category (plumbing/sanitary/drainage/agriculture) and delivering top and bottomline growth for the category. Responsible for end-to-end management of the existing portfolio, defining value propositions, and developing a category plan, including an innovation roadmap. Working in close coordination with the NPD, R&D, Brand marketing, Sales and Production teams. Key Responsibilities/Accountabilities Portfolio Management 1. Responsible for end-to-end management of products and services in assigned portfolio: range management (no. of SKUs, extensions), packaging, inputs on pricing, technical product literature preparation etc. 2. Track sa...

As a Senior Investment ops Manager at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations...

Role Purpose Direct Reports: Accountable for Strategy planning and execution for Infra & Industrial Segment ensuring top-line and bottom-line growth is delivered. Responsible for end-to-end management of the Segment Strategy, related portfolio, Segment value propositions, and developing a Segment plan aligned with Product Category plans. Working in close coordination with the Innovation, Sales and Manufacturing teams. Area Key Responsibilities/Accountabilities Role Specifications Portfolio Management: 1.Responsible for end-to-end management of Systems and services in for Segment 2.Track sales and margin growth, Segment trends and propose corrective actions 3.Define Segment Value proposition ...

Role Description Role Description:As a Senior Investment ops Manager at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and...

Job Description: Investment Analyst Role Overview We are seeking a broad-based Investment Analyst to assist the Chief Investment Officer (CIO) in evaluating a wide range of investment opportunities — primarily direct listed equity and private company deals. The analyst will be responsible for conducting detailed equity research and supporting the CIO in all aspects of the investment process. --- Key Responsibilities Public Equity (Detailed KRAs) Maintain detailed trackers for core and watchlist stocks (quarterly financials, price movements, key ratios). Prepare concise earnings summaries and management commentary post-results season (2–3 pager format). Track news flow, regulatory updates, an...