7223 Portfolio Management Jobs - Page 19

As a User Experience (UX) Designer at GlobalLogic, you will be responsible for the end-to-end user experience design processes. With a proven portfolio, you will articulate vision, inspire clients to adopt a design thinking mindset, and drive product strategy, roadmap, and governance. Your duties will include applying design thinking, methods, tools, and processes to generate new ideas, defining holistic customer experiences, and leading cross-functional teams to develop solution prototypes. Your excellent communication skills will be essential to articulate and defend design decisions and engage in business development. Key Responsibilities: - Proven experience in end-to-end user experience...

Job Description Role Overview You will be a part of the Relationships Department at Ikashi Wealth, engaging with High Net-Worth Individuals (HNIs) to provide top-notch wealth management services. Your primary responsibilities will include building and maintaining strong client relationships, converting leads into managed portfolios, advising clients on investment opportunities, monitoring portfolio performance, and collaborating with internal teams for seamless service delivery. Key Responsibilities - Build and maintain strong relationships with HNI clients - Convert qualified leads into managed portfolios - Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth M...

As a Real Estate Portfolio Manager at Conquer Planetario Real Estate, you will play a crucial role in driving sales growth and optimizing portfolio performance. You will be responsible for managing a portfolio of properties, identifying sales opportunities, and maintaining strong client relationships. Your expertise in sales, marketing, and portfolio management will be essential in achieving revenue targets and enhancing property values. Key Responsibilities: - Develop and execute sales strategies to achieve revenue targets. - Identify and pursue new sales opportunities, including off-plan and resale properties. - Build and maintain relationships with clients, investors, and partners. - Mana...

As a Professional Photographer in Mumbai (Fort), you will be responsible for planning and conducting photo shoots to capture desired images. Your key responsibilities will include: - Managing lighting, composition, and background during photo shoots. - Editing, retouching, and enhancing photographs using industry-standard software. - Collaborating with clients, art directors, and creative teams to meet project briefs and brand guidelines. - Maintaining and organizing various cameras, lenses, lighting rigs, and other photography equipment. - Building and managing a professional portfolio to attract new clients. - Applying your expertise in photography techniques, equipment settings, and post-...

As an investment consultant at Kohlberg Kravis Roberts (KKR) in Gurugram, you will be an integral part of the ABF PMU team responsible for managing the trading performance of the global Private Credit & Private ABF books. Your role will involve ongoing proactive performance monitoring of the structured credit/asset-backed finance portfolio, financial modelling, updating performance metrics, preparing quarterly reviews, collaborating with senior team members on refinancings and restructurings, and assisting with larger transaction work-out scenarios/restructurings. You will also work closely with other teams across KKR for quarterly reporting, investor materials, and ad-hoc requests. Key Resp...

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...

Collaborate with the Family Board, the President of Unsecured Lending, and other senior leaders to align financial strategies with overall business goals and stakeholder expectations. Develop and implement financial models to optimize profitability, cost efficiency, and portfolio performance. Drive financial planning and analysis (FP&A) for the unsecured lending division, including budgeting, forecasting, and variance analysis. Lead the development and execution of the Annual Operating Plan (AOP) for the unsecured lending division, ensuring alignment with organizational goals and financial targets. Monitor the financial health of the unsecured lending portfolio, analyzing key metrics such as...

MC is the local Mortgage Specialist who will be the lead for driving the Mortgage business in the territory and will have key deliverables of Mortgage volumes and documentation. Roles and Responsibilities Responsible for the P&L Account, delivering the top line & bottom line of the Mortgage business in line with organization needs Sales Budget and Plan, COA, Customer Retention, Recruitment & Product Training Handling aspects pertaining to Portfolio monitoring, Project Approval, Legal, Technical, PDD, Referral Billing, vendor management & sales Manager Incentives etc Acquire customers for Prime LAP from open market, Branch network, Channel partner and Builder relationship. Build new relations...

Lead a team of process consultants and development team to deliver transformation programs using robotics, exposure on blue prism and AA is must and open span / ui path is preferred Product development is highly preferred to help lead platform development, IP for EY Expertise in two or more of the areas listed Go to Market Strategy / Commercial Diligence / Business planning / Performance improvement of internal operations / Global Sourcing Experience handling consulting/ technology led transformation projects Good experience in business development through building of proposal, value proposition for client needs Skills and attributes To qualify for the role you must have Qualification B.E. /...

Prepare Integration requirements for existing MIS systems and 3rd party systems (such as MPSIMS, iPAS, BEAMs and GoI s PFMS system) and overall monitoring of this project. Project management, drafting RFP, bid process knowledge Skills and attributes To qualify for the role you must have Qualification Master s degree in business administration (MBA/PGDM or equivalent) from recognized institution. Experience Overall experience of 9 years and Minimum 7 years of experience of leading/ managing / monitoring projects in Government sector of which at least 2 years should be for Governments below the State

Explain (over the phone) the various types of investment product features and financial services to potential clients. Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals Develop and deepen client relationships. Educate clients and answer questions about investment options and potential risks. Recommend investments to clients or select investments on their behalf. Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.

New products opportunities analysis and forecasting Analyze inhouse and third party new products opportunities. Prepare forecasts Work with corporate to introduce products into R&D development Support periodic review of forecast for existing portfolio - every 6 months 3. Third party vendor management support Manage third party products post agreement signing till launch Administrative / project management support 4. Business Intelligence support Gathering business intelligence regarding market and new products

Role & responsibilities Acquisition of high-net-worth customers in the mapped geography. To know & offer various banking products to both individuals and institutional set of customers. To be the subject matter expert representative face of DCB BANK for the HNW banking segment. Individual role with New-to-bank customer acquisition responsibility for Liability and other banking products Work as the link of communication between key customers and internal teams Track & achieve of allocated goal sheet targets and performance benchmarks as per units business objectives Understand various banking products and processes for both individual and institutional customer segments. Monitor operational c...

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

SUMMARY About the Company: The client is the captive technology arm of a leading German-headquartered global insurance group. With a substantial international footprint, this financial services giant operates across more than 50 countries and employs a workforce exceeding 50,000 professionals. To deliver seamless IT solutions and support its extensive worldwide operations, the company established a dedicated technology hub in India, strategically located in Hiranandani Gardens, Powai, Mumbai. This center is crucial for the group's global technology strategy. Location: Mumbai Designation: Senior Portfolio Management Officer Experience: 5-8 Yrs Requirements Required Skills: 5 to 8 years of ove...

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

Role: Portfolio Manager – Sales (Dubai Real Estate) Exp: 1–2 yrs in Sales/Marketing/Insurance/Banking Skills: Negotiation, Client Handling, Communication Perks: Salary + Incentives Apply: hr@conquer.ae Contact: 7065212222 UAE | INDIA | UK

Job description Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth re...

Line of Service Advisory Industry/Sector Not Applicable Specialism SAP Management Level Senior Associate Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a SAP consulting generalist at PwC, you will focus on providing consulting services across various SAP applications to clients, analysing their needs, implementing...

Line of Service Advisory Industry/Sector Not Applicable Specialism SAP Management Level Senior Associate Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a SAP consulting generalist at PwC, you will focus on providing consulting services across various SAP applications to clients, analysing their needs, implementing...

Job description Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international ne...

Job Location: Pune Company description Ferrero is a family-owned company with a truly progressive and global outlook and iconic brands such as Nutella , Tic Tac , Ferrero Rocher , Raffaello , Kinder Bueno and Kinder Surprise . As the love for our brands continues to grow, so too does our global reach. Represented in more than 50 countries, with products sold in more than 170, the Ferrero Group is loved by generations around the world. The secret to our global success40,000 dedicated employees who celebrate care and quality to craft a business, careers and brands we are proud of. Join us, and you could be one of them. Diversity Statement Ferrero is committed to building a diverse and inclusiv...

Team Summary Visa Consulting and Analytics (VCA) drives tangible, impactful and financial results for Visa s network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management, marketing, operational and macroeconomics, Visa Consulting and Analytics solves the most strategic problems for our clients. The India & South Asia (InSA) Consulting Market team within Visa Consulting & Analytics provides consulting and solution services for Visa s largest issuers in India, Sri Lanka, Bangladesh, Nepal, Bhutan & Maldives. We apply deep expertise in the payments industry to provide solutions to assist clients with their ke...

What if companies had truly informed, engaged, and influential employees This is the challenge that Sociabble decided to take up in 2014, by launching an SAAS platform for Internal Communication , Employee Advocacy , and Employee Engagement . 11 years later, Sociabble is used in more than 180 countries, by companies such as Coca-Cola, Mars, Accor, EDF, Tata, Capgemini, Generali. International since day 1, the company has offices in Paris, Lyon, Boston and Mumbai. Sociabble was founded by two pioneers of the Internet, Jean-Louis B nard and Laurent Gauthier, entrepreneurs and investors for more than 25 years. By building the company, they were inspired by the best of U.S.-based SAAS platforms,...

About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others They also offer working capital loans and Business loans for Small Businesses and is also responsible for the Rural lending business of the bank About the Role The team is responsible for monitoring the portfolio for irregularities in various buckets and managing the receivables A Circle Portfolio Manager works closely with Circle Heads, Center Heads, RMs and analysts as a part of the collections process They monitor irregularities in various buckets like 0-30 DPD, 31 60DPD, 60-90DPD and 90+ and t...