7223 Portfolio Management Jobs - Page 18

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - kap.divya@kotak.com also share your updated resume on 9326261828

Role & responsibilities - Urgent Hiring for Acquisition Manager or Sales Officer-CASA & Relationship Officer Hiring Location : DLF City Court & DLF City Court Branch Preferred candidate profile 1. AM or Sales Officer-CASA.- Relevant Experience Minimum 1.5-3 year & above experience 2. RO - Relevant Experience Minimum 2-5 year & above experience 2. Any graduation or Diploma. Interested candidates can come down for an interview . Carry the updated resume.

Job Title-Personal Banker Classic Business Unit-Retail Branch Banking Role Type-Individual Role (Incentive Based) Job Description Actively participate in Branch operations and sales equally to ensure Branch sales target are met. Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits. Achieve assigned sales targets by proactively identifying opportunities to cross-sell and promoting banking products to existing and potential clients Address and resolve classic customer inquiries, concerns and issues promptly, ensuring a satisfactory customer experience. Conduct frequent fie...

About The Role Skill required: Marketing Operations - Digital Project Management Designation: Product Management Specialist Qualifications: Any Graduation Years of Experience: 7 to 11 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do The Project Manager Product Line will l...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Portfolio Management & Risk Analytics, Charles River Middle Office, Charles River Data and Position ManagementMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Portfolio Management & Risk Analytics, Charles River Middle Office, Charles River Data and Position ManagementMinimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business...

About The Role Project Role : Application Developer Project Role Description : Design, build and configure applications to meet business process and application requirements. Must have skills : ServiceNow Strategic Portfolio Management (SPM) Good to have skills : NAMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. You will contribute to the success of the project by leveraging your expertise in ServiceNow Strategic Portfolio Management (SPM) and collaborating with the team to deliver ...

About The Role 10281 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management" Managing PL of the Region and Building up Market Share Owning and Establishing Tata Capital Wealth Management Brand for the regions Recruitment, Nurturing talent,Hand Holding Reviewing teams performance for optimisation of revenues Co Owning clients of the team Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of various...

Job Summary: We are seeking a highly motivated and customer-focused Relationship Manager to handle our corporate service accounts. This role is responsible for maintaining strong relationships with key corporate clients, ensuring high levels of client satisfaction, and driving retention and growth through effective service delivery and cross-functional coordination. Key Responsibilities: Serve as the primary point of contact for assigned corporate clients, ensuring timely and effective communication. Build and maintain strong, long-term relationships with key stakeholders and decision-makers within client organizations. Understand client business needs and align company solutions and service...

About The Role The Project Management Officer (PMO) provides a range of support services to the Engagement Managers to govern our engagements, plan and track them, report progress, manage issues and risks, control change, manage deliverables and quality, track obligations, adhere to our contractual and commercial constraints, manage our finances and keep electronic records of what we produce and do. About The Role - Grade Specific A PMO Lead is the Excellent Professional. They are valued for what they bring as an individual skilled PMO practitioner. They will know what works, what doesnt and why. Skills (competencies) Active Listening Adaptability Adaptative Strategy Adaptive Planning Adapti...

Role & responsibilities Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity and currency. Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. Will need to be constantly updated with the market knowledge Ensure all the activities are in adherence as per compliance. Preferred candidate profile 1-6 Years (Lead generation role) Pre. Industry - Wealth Management Companies

Dear candidate, We have planned a walk-in drive for the role of Manager - Commercial real estate lending at our Pune office on Saturday, September 20, 2025. Role specific skillsets: Accounting concepts & Processing Experience in Commercial real estate lending, Rent roll, financial spreading, appraisals, underwriting, appraisal, asset management, servicing, portfolio management, financial analysis, securitization Knowledge of using third-party reports, loan documents and analyzing borrowers' financial statement Updating financial statements of borrowers, analysis of P&L, Incorporating data from loan documents, underwriting documents, and appraisal documents for sizing the deal and supporting ...

Role & responsibilities Develop and manage relationships with HNI customers for liabilities and commercial assets. Ensure high levels of customer service and adherence to bank policies. Cross-sell bank products including CASA, MF, Insurance, and third-party products. Inform clients about new products and enhancements to deepen banking relationships. Plan and execute sales initiatives and client engagement events. Coordinate with group companies to offer seamless access to additional financial products. Maintain comprehensive relationship records and track customer queries/complaints for timely resolution. Preferred candidate profile Experience: Minimum 2 - 5 years in BFSI/Banking, with at le...

Job Description - Relationship Manager HNI Sales SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - • Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. • Handle and manage clients wit...

Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL. Build ...

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...

Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation. Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. Portfolio Management Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives. Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks. Adhere to all regulatory guidelines and compliance standards, ensuring that clients' i...

Job description Relationship manager ( Working capital) Location :- Thrissur Core Responsibilities Acquisition of New to Bank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. Enhance Book Profitability and Client stickiness by consistently seekin...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

The Divisional Manager is responsible for developing and executing business development strategies for Pre Owned Car Loans in & around, reaching out to customers & generate maximum business. The ideal candidate will have a strong understanding of the market and be able to drive profitability and ensure portfolio quality. The Divisional Manager will also be responsible for managing Dealer, broker relationships in respective geography. What You ll Do Budget & Profitability Ensure business targets, disbursement growth and budget fulfillment are met as per guidelines given by circle head Drive profitability and ensure portfolio quality maintenance Ensure cost maintenance and reduction Identify t...

Job Location: Ambikapur , Chhattisgarh About Branch Banking: 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 Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client manageme...

As a Territory Manager for Consumer Durable Loan at your company, your role involves scaling up the business for lending in a designated area. You will deliver banking needs to customers in a cost-efficient and technology-effective manner. It is essential to closely collaborate with the Retail team, including the Product Head, Operations, Sales, IT, Credit, and BIU. Your responsibility is to provide a seamless customer experience, making IDFC First the primary bank for all banking needs. Key Responsibilities: - Acquire Consumer Durable Loan customers in the identified segment and generate references from the specified catchment area. - Grow the AUM base for Consumer Durable Loan lending solu...

Role Overview: You have the opportunity to join DWS as a Risk Manager specializing in Investment Risk Models at the Assistant Vice President (AVP) level in Pune, India. DWS is a global industry-leading firm that offers ambitious opportunities for innovation and making a positive impact in investing. As part of the Investment Risk team, you will play a crucial role in overseeing and managing investment risk for DWS fiduciary portfolios. Your responsibilities will include developing, testing, and enhancing risk models to provide valuable insights to the Investment and Product Divisions. Key Responsibilities: - Develop, test, and document in-house and vendor-provided models for DWS - Design com...

As a Branch Manager at Aham HFC, your role involves overseeing the operations and performance of the branch to achieve business targets and ensure customer satisfaction. Your key responsibilities include: - Achieving disbursement targets for Housing & mortgage Loans and insurance premiums, along with meeting the Weighted Average Yield target - Driving portfolio growth and retaining existing customers - Monitoring Sales Officers" activities, ensuring consistent lead generation, and empanelling direct sourcing agents for steady business flow - Planning and executing marketing activities, monitoring productivity, and ensuring Sales Officers meet monthly norms - Managing housing loan file logins...

Role Overview: As a Portfolio Manager at MSN Laboratories Pvt. Ltd., you will be responsible for leading the product portfolio for RoW A, RoW B, and India markets. Your role will involve overseeing global product portfolio management, identifying new growth opportunities, managing in-licensing activities, and driving business forecasting to ensure alignment with market needs and corporate objectives. You will need to possess strong expertise in market and competitor analysis and collaborate effectively with R&D, Medical, Marketing, and Regulatory teams. Key Responsibilities: - Oversee the product portfolio for RoW A, RoW B, and India, ensuring strategic alignment with corporate objectives. -...