13263 Portfolio Management Jobs - Page 19

The opportunity Join EY GDSs TD&E team to help US clients connect strategy to execution acting as their bridge from ambition to results. You will help set up the right governance, including Transformation Management Offices (TMO), Enterprise PMOs (EPMO), or PMOs. As a Senior, you will work as part of a team to enable one or more of these capabilities - demand intake and prioritization, budgeting, portfolio scenario planning, program/portfolio/transformation execution, schedule management, risk & issue management, resource management, value planning & realization, KPI definition, performance reporting and data driven dashboards. You will also provide guidance to team members, deliver high qua...

Job Summary: The Yardi Manager will be responsible for bridging the gap between technology and business processes within the Yardi platform. This role involves understanding client requirements, providing technical solutions, and ensuring the successful implementation and support of Yardi applications. The successful candidate will have Experience working in Wealth or Asset management Industry. Strong analytical and problem-solving skills, attention to detail, and critical thinking. Strong collaboration and client communication skills. Strong requirements elicitation skills. Exposure to portfolio management, trade execution, data control and operations and portfolio administration Strong kno...

Technology Presales Architect Job Summary As an EY SAP Technology Presales, you directly help EY & clients with a highly efficient, optimised and precise pursuit proposals that leverage EYs Technology assets and capabilities to transform and manage their business. You will primarily have 3 responsibilities Client InteractionAs a trusted advisor, you will harvest requirements from the client and translate these into a solution that meets the objectives and principles agreed with the client. You will be part of a pursuit team and lead the technology aspect of it. You will be leveraging your technical knowledge, experience & deep understanding of both project scope & EYs technology (focusSAP-bu...

The opportunity Project Manager is responsible for delivering Information Security IT projects to schedule, budget and quality. The role requires technical knowledge of project management inter-related process stages i.e. initiate, plan, execute, monitor and control and close, and the supporting processes e.g. scope, cost, time, issue, risk, resource, communication, stakeholder management. Experience in related processes such as portfolio management, program management, methods and tools and quality assurance is preferred. The Project Manager should have stakeholder relationship management experience to successfully support the project team and project stakeholders, and have expertise recogn...

The opportunity Join EY GDSs TD&E team to help US clients connect strategy to execution acting as their bridge from ambition to results. You will help set up the right governance, including Transformation Management Offices (TMO), Enterprise PMOs (EPMO), or PMOs. As a Senior, you will work as part of a team to enable one or more of these capabilities - demand intake and prioritization, budgeting, portfolio scenario planning, program/portfolio/transformation execution, schedule management, risk & issue management, resource management, value planning & realization, KPI definition, performance reporting and data driven dashboards. You will also provide guidance to team members, deliver high qua...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address 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 Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address 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 Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address 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 Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

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 team s 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 Investment products....

To develop, implement and monitor systematic tools to address challenges that pace the Unit and develop solutions and offer options that translate desired objectives to implementable and measurable process steps Support the Head of Strategy in designing, implementing, monitoring and improving portfolio interventions for effective management of the delinquent portfolio against the background of Product specific strength areas and operating constraints. Assist in executing, evaluating, Improving and monitoring portfolio interventions. Support in the management of key portfolio indicators and credit cost within budgeted levels. Champion a systematic approach towards portfolio management where p...

Market Expertise Utilize knowledge of Lending to assess market opportunities and risks. Gather and analyze market intelligence to stay informed about industry trends. Sales Leadership: Aggressively drive sales numbers and meet or exceed business targets. Continually enhance and upgrade client relationships to foster repeat business and referrals. Drive team to enhance Cross Sell Customer Retention and Expansion Retain and expand the company's customer base within the mid corporate segment. Ensure a high level of customer satisfaction to promote loyalty and growth. Network Development: Maximize sales through an extensive network of contacts and clients. Effectively manage relationships to mai...

Market Expertise Utilize knowledge of Lending to assess market opportunities and risks. Gather and analyze market intelligence to stay informed about industry trends. Sales Leadership: Aggressively drive sales numbers and meet or exceed business targets. Continually enhance and upgrade client relationships to foster repeat business and referrals. Drive team to enhance Cross Sell Customer Retention and Expansion Retain and expand the company's customer base within the mid corporate segment. Ensure a high level of customer satisfaction to promote loyalty and growth. etwork Development: Maximize sales through an extensive network of contacts and clients. Effectively manage relationships to main...

Join us as a DevOps Engineer This is an excellent opportunity to contribute to building our DevOps engineering capability, culture and mindsets within the bank Promoting technical and cultural change, youll be accelerating learning journeys and the progressive adoption of our DevOps centre of excellence technical practices and techniques As you build relationships with your colleagues, youll be making sure that decisions are commercially focused and create long term value for the bank We're offering this role at vice president level What you'll do As a DevOps Engineer, youll be mentoring and coaching feature and platform teams to higher levels of DevOps capability to drive continuous improve...

About Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank's retail receivables, with a sharp focus on loss containment, cost efficiency, and portfolio sustainability. Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution. RPMG engages delinquent customers with multiple repayment solutions and financial counseling, promoting responsible credit behavior and long-term financial health. This approach aligns with the bank's overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key...

About Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank's retail receivables, with a sharp focus on loss containment, cost efficiency, and portfolio sustainability. Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution. RPMG engages delinquent customers with multiple repayment solutions and financial counseling, promoting responsible credit behavior and long-term financial health. This approach aligns with the bank's overarching Growth, Profitability, and Sustainability (GPS) strategy, positioning RPMG as a key...

Job Title: Relationship Manager Commercial Banking Group (CBG) Locations: Thane, Vashi, Bandra Share CVs at: sneha.chourasia@axisbank.com About Commercial Banking Group (CBG) The Commercial Banking Group serves businesses with turnover between 10 Cr to 250 Cr , offering a full suite of corporate banking and retail solutions including Trade Finance, Forex, CMS, Payments, Tax Solutions , and more. RMs work closely with SMEs to provide tailored banking solutions and manage endtoend relationship needs. [About Comm...nking - RM | PDF] About the Role As a Relationship Manager , you will drive business growth by acquiring new customers, managing existing SME clients, and crossselling a range of ban...

As an underwriter for corporate finance business in your assigned area, your role involves the following key responsibilities: - Support and co-partner with business teams to manage end-to-end credit approval for the designated region. - Underwrite cases and present them to senior levels for review. - Authorize deviations raised and documented by underwriters in compliance with credit policy. - Finalize the review of credit memos prepared by underwriters, and provide approval/decline sign-offs on every file after checking for documentation requests. - Approve all disbursement requests based on adherence to requirements on agreement value and full documentation attainment at the branch level....

**Job Description** As a highly experienced Senior Transformation Coach, your primary responsibility will be to lead large-scale Agile transformations across enterprise portfolios. Your expertise will be crucial in assessing current ways of working, designing and embedding tailored frameworks, and coaching leaders and teams to become autonomous, high-performing, and truly agile. This role will require strong stakeholder management skills, cultural change leadership, and the ability to drive measurable business outcomes through structured transformation roadmaps. **Key Responsibilities:** - **Assessment & Baseline:** - Conduct comprehensive assessments of current practices through process rev...

As a Business Analyst (Wealth Management) at TCS, your role will involve: - Having an in-depth understanding of the Wealth Management business - Working on Wealth Management Front Office, Portfolio Management, Compliance, or Asset Management Platforms - Demonstrating a strong understanding of Investment Products, Risk Profiling, Financial Planning, Portfolio Management, Rebalancing, Trading & Execution Concepts - Ability to work as Subject Matter Expert (SME) to gather/analyze requirements and create Functional Solution documents proactively or as part of Implementations - Collaborating with the Product Engineering and Testing teams to validate the solutions developed - Understanding the Wea...

As a Legal Matter Analyst at Barclays, your role involves supporting the legal team by managing external third party spend, matters, and portfolios. You will assist in handling queries from internal teams and external vendors. Your key responsibilities include eradicating Aged Debt with Relationship Accounts, meeting delivery expectations, and maintaining a robust monthly cadence with Legal Partner Firms, while managing usual work demands. Key Responsibilities: - Provide adequate MI and data support to legal users and Legal Business Management - Deliver Monthly Service Reviews and Financial Accountability materials - Engage with Legal Partner Firms to ensure stakeholder engagement and report...

As a Relationship Manager (RM) within the Small Enterprises (SE) team, your primary role will be to source and manage a portfolio of clients with turnover up to 100 Cr. Your responsibilities will include: - Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment through market intelligence, references, and industry networking. - Portfolio Management: Manage and deepen relationships with existing clients, ensuring satisfaction and retention. - Credit Note Preparation: Conduct financial analysis, prepare detailed credit notes, evaluate risk, and structure proposals in line with banks' credit policies. - Sanction Process & Stakeholder Coordination: Liaise with...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities, investment, and insurance business. Identify new business opportunities through referrals, networking, and market research to expand existing client base. Develop and maintain a deep understanding of clients' financial goals, risk tolerance, and investment horizon to provide tailored solutions. Collaborate with internal teams such as product specialists, operations, compliance, etc. to deliver exceptional customer service. Ensure timely resolution of customer queries and issues while maintaining strong relationships. share me your cv on - komal596@ujjiva...

Job Description: As a Credit Manager at our organization, your role will involve managing and monitoring the underwriting team in your region to help them achieve business targets. You will be responsible for framing lending policy frameworks, processes, and workflows, ensuring error-free processes are established across various locations. Your key responsibilities will include: - Approving credit applications judiciously in accordance with Delegation of Authority (DOA). - Ensuring the quality of the Bank's exposure in India is always maintained at acceptable levels. - Maintaining a zero delinquent book across the region and ensuring zero audit lapses. - Providing guidance to the team of Mor...

As an Underwriter and Portfolio Manager in the assigned branch/location, your role involves reviewing and assessing a broad range of complex loan applications within defined guidelines. You will be responsible for making decisions or recommending approvals to higher authorities. Your key responsibilities include: - Underwriting proposals according to laid down policies & procedures to honor agreed SLAs and manage city/area business volumes. - Conducting personal discussions with customers to establish credit worthiness, ensuring completion of credit/KYC documents, and verification through telephonic, field, and collateral visits. - Assessing income to obligation ratios, having in-depth knowl...

Job Description You will be a Wealth Management Advisor based in Bhubaneswar, with opportunities to work remotely when necessary. Your responsibilities will include providing personalized financial planning services, advising on investment strategies, and assisting clients with retirement planning. Additionally, you will deliver wealth management services, analyze financial data, and offer tailored recommendations to help clients meet their financial goals. Key Responsibilities - Proficient in Financial Planning and Retirement Planning, including assessing client needs and developing comprehensive plans - Knowledge of Investments and Finance to advise clients on strategic portfolio managemen...