7223 Portfolio Management Jobs - Page 2

Responsibilities: * Create compelling visuals using Adobe Design Suite & Branding principles * Manage layout design and typography for effective communication * Develop strategic designs for financial services projects

Lead mentor the project management team : Provide guidance, training, and career development for project managers, ensuring they are equipped with the necessary tools and skills to succeed. Foster a collaborative team culture : Encourage communication, knowledge sharing, and teamwork within the project management team and with other departments. Assign and prioritize projects : Ensure resources are allocated effectively across multiple projects, balancing workloads and ensuring no team member is overwhelmed. Define project management strategy : Develop and implement the projectmanagement framework, processes, and methodologies that align with the companys goals. Oversee project portfolio : E...

Lead mentor the project management team : Provide guidance, training, and career development for project managers, ensuring they are equipped with the necessary tools and skills to succeed. Foster a collaborative team culture : Encourage communication, knowledge sharing, and teamwork within the project management team and with other departments. Assign and prioritize projects : Ensure resources are allocated effectively across multiple projects, balancing workloads and ensuring no team member is overwhelmed. Define project management strategy : Develop and implement the projectmanagement framework, processes, and methodologies that align with the companys goals. Oversee project portfolio : E...

Hiring for a Leading Financial Services Company Profile: Wealth Manager (Financial Planner) CTC: 5L 16L Location: Dwarka Experience: 2+ years in wealth/financial services Joining: Immediate or short notice preferred Requirements: * Excellent English communication * Presentable and professional * Must have existing clients/book of business * Responsible for client acquisition, portfolio management & financial advisory Interested candidates can share their resume at 9759214475 Key Responsibilities: Manage and review existing client investment portfolios. Acquire new clients through referrals, social media, and financial awareness programs. Conduct financial planning, portfolio analysis, and re...

Description We are seeking a dynamic and motivated Bank Sales professional to join our team in India. The ideal candidate will be responsible for driving sales of banking products, building strong relationships with customers, and ensuring high levels of customer satisfaction. Responsibilities Develop and maintain relationships with customers to promote banking products and services. Achieve sales targets by identifying customer needs and providing tailored solutions. Conduct market research to identify potential clients and business opportunities. Provide exceptional customer service and support to clients during and after the sales process. Collaborate with team members to enhance overall ...

You will be joining Top Quartile Financial Services Private Limited, a company based in Pune that specializes in financial planning, Mutual Funds distribution, Portfolio Management, Insurance, and other investment-related services. Our company offers customized research and analytical reports, along with a user-friendly mobile application for portfolio tracking and transactions. We prioritize ethics, trust, and superior quality in all our services, striving to align with our clients" evolving financial aspirations and create wealth for them. - Drive sales of financial products - Manage client relationships - Identify new business opportunities - Execute financial planning strategies - Meet p...

As a Relationship Manager, you will be responsible for acquiring new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships based on the geography covered and branches assigned to you. Your main focus will be on maintaining High Net Worth (HNW) relationships with BBG customers to ensure the delivery of high-quality service. Your key responsibilities will include: - Achieving business targets on volumes and profitability for BBG customers - Collaborating with branches to generate leads for BBG, updating leads in CRM, ensuring conversions, and following the lead conversion process - Conducting market research to identify potential customers with wallet...

People are at the heart of any change initiative and success depends on user acceptance and adoption. With an understanding of SBM people, meaningful professional experience, and a keen interest in change management, you will contribute to the Group s transformation programs,transcending points of resistance and supporting the delivery of desired business outcomes. You will have a global view of activities across the business and serve as a subject matter expert on the Prosci methodology and ADKAR model applied to the program teams, interfacing with colleagues at all levels and locations of the organization. You play a key role in ensuring transformation programs and change initiatives succe...

As an Audit Manager at HSAG, you will be responsible for conducting Statutory Audits and Tax Audits of Private Limited Companies in sectors like Manufacturing, Trading, and Services. Your duties will include maintaining accounting records, preparing financial statements up to finalization, overseeing financial planning, budgeting, and forecasting, managing funds, assessing risks, and monitoring cash flows and financial reports. Key Responsibilities: - Independently conducting Statutory Audits and Tax Audits of Private Limited Companies - Maintaining accounting records and preparing financial statements up to finalization - Overseeing financial planning, budgeting, and forecasting activities ...

As a global leader in helping companies build, manage, and scale global teams, ANSR is dedicated to simplifying the process of setting up and operating global teams. ANSR is currently seeking a Head of the Project Management Office (PMO) to lead, develop, and optimize project and portfolio management strategies for successful delivery of complex, multi-national Global Capability Center (GCC) projects. This pivotal role requires strong leadership, strategic vision, and operational execution with a deep understanding of managing diverse cultural dynamics, particularly in India. In this role, you will collaborate closely with senior leadership, cross-functional teams, and global clients to alig...

As an Investment Analyst at Dvara Holdings, you will be an integral part of the investment team, contributing to researching, analyzing, and executing investment strategies. Your role will involve supporting the founders" office of DVARA's portfolio entities, providing transaction advisory services, and handling legal documentation. This position offers a unique opportunity to collaborate with experienced professionals in the industry across various departments. Your responsibilities will include: - Financial Modelling & Analysis: - Develop financial models for investment opportunities, such as projected financial statements, valuation models, sensitivity analysis, unit economics, and benchm...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As a WAM Fund Accounting Business Analyst Senior Consultant at EY, you will be responsible for managing and delivering innovative solutions to clients. You must be flexible, adaptable, and passionate about innovation. Your role will involve liaising and managing key stakeholders and technical teams to ensure successful delivery of solutions....

As a Senior Manager (Home Loan Sales) at First Door Realty in Noida, your role will involve overseeing loan servicing operations, managing loan portfolios, and ensuring exceptional customer service. You will assist customers with loan applications, nurture client relationships, and ensure compliance with financial regulations. Your responsibilities will also include conducting financial analysis and collaborating with internal teams to streamline loan processing procedures. **Key Responsibilities:** - Oversee loan servicing operations - Manage loan portfolios effectively - Provide exceptional customer service to clients - Assist customers with loan applications - Nurture client relationships...

Role Overview: As the Product Manager for Retail FX / Remittances at Mumbai-BKC Corporate Office, your primary responsibility will be to oversee FX product KPIs such as Engagement, Conversion, and Process efficiency. You will lead the portfolio team, manage the product lifecycle for various FX products (Inward, Outward, Forward, etc.), and ensure the implementation of risk controls in cross border transactions. Effective project management and stakeholder engagement with Compliance, Risk, and IT teams are crucial aspects of this role. Key Responsibilities: - Lead the portfolio team and manage FX product KPIs including Engagement, Conversion, and Process efficiency - Oversee the product lifec...

As a Portfolio Manager at Deutsche Bank in Mumbai, India, you will be part of the Risk & Portfolio Management (RPM) team within the global Trade Finance and Lending (TF&L) group. Your primary responsibility will be to develop and coordinate a comprehensive risk-to-revenue strategy to maximize portfolio risk/returns while proactively managing risk and balance sheet consumption for Trade Finance & Lending. Key Responsibilities: - Work closely with onshore RPM Portfolio Management colleagues to improve the risk-reward of the TF&L and wider CB portfolio through efficient allocation of risk resources - Identify and drive portfolio optimization, increase transparency on the portfolio through repor...

As the Equity Head, you will be responsible for overseeing equity trading, investment strategies, and portfolio management for the organization. Your role involves leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. Key Responsibilities: - Develop and implement the overall equity investment strategy - Identify market trends, new investment opportunities, and risk management strategies - Ensure alignment with the organization's financial goals and objectives - Oversee equity trading and portfolio management for clients and the firm - Develop customized investment solutions based on market research a...

Role Overview: As a multidisciplinary designer at our agency, you will be responsible for working across various design projects such as retail branding & POSM, event stalls, kiosks & activations, digital campaigns & social creatives, and mainline advertising. You should be able to think fast, design quickly, and excel in a high-energy environment. Your role will involve collaborating with 3D artists, utilizing Adobe Suite, and exploring AI tools like Midjourney and Firefly. Your ability to handle pressure while maintaining a creative edge will be crucial in this role. If you possess a strong portfolio, agency experience, and a keen eye for design, we are excited to review your work. Key Res...

Role Overview: As a Product Leader for Gold & Silver Loans at Jamnalal Parekh Finance (JPF) in Chhattisgarh, you will be responsible for driving the end-to-end product strategy. This includes market research, pricing, credit policy, and regulatory compliance. Your role will involve overseeing branch rollout and designing standard operating procedures for safe-custody, valuation, storage, and disbursal workflows. Additionally, you will lead tech enablement initiatives such as LOS/LMS configuration, customer journey mapping, and process automation. Managing risk and portfolio through LTV monitoring, fraud controls, and audit readiness will be a critical aspect of your responsibilities. Collabo...

As a Crypto Trader at Syrusins, a leading company in the crypto industry, your role will involve analyzing market trends, identifying opportunities, and executing trades. Leveraging your minimum of 2 years of experience in crypto trading, you will contribute to driving growth and success within the organization. Your key responsibilities will include: - Analyzing crypto market trends - Executing trades - Managing portfolios - Developing and implementing trading strategies - Staying updated on market news and trends The ideal candidate should have: - A proven track record of successful trades and portfolio management - Strong understanding of technical analysis and market trends - Excellent d...

Role Overview: You will be joining Top Quartile Financial Services Private Limited in Pune as a Sales Manager - Wealth Management. In this full-time, on-site role, your primary responsibilities will include driving sales of financial products, managing client relationships, developing new business opportunities, and executing financial planning strategies. Your daily tasks will involve meeting potential clients, offering portfolio management advice, conducting market research, and ensuring client satisfaction. Collaboration with the research and analytical team will be essential to provide tailored solutions to clients. Key Responsibilities: - Drive sales of financial products - Manage clien...

As an Area Credit Manager at EQF, your role involves ensuring robust credit underwriting, monitoring delinquencies, and improving market intelligence. You will be responsible for preparing credit notes, conducting client visits, and analyzing transaction risks. Identifying automation opportunities, reducing audit queries, and staying updated on market practices are crucial to support well-informed decision-making. Your key responsibilities will include: - Amending credit notes and financial models - Interacting with collections and sales teams for delinquency tracking - Meeting customers to understand industry and market dynamics - Ensuring accuracy in credit notes and financial models - Reg...

As an Equity Dealer at JADEPURPLE INVESTRIGHT PVT LTD in Guwahati, your role will involve executing trades on behalf of clients, managing client portfolios, and providing market insights and investment advice. You will be responsible for monitoring market trends, responding to client inquiries, and ensuring compliance with regulatory requirements. Key Responsibilities: - Execute trades on behalf of clients - Manage client portfolios - Provide market insights and investment advice - Monitor market trends - Respond to client inquiries - Ensure compliance with regulatory requirements Qualifications Required: - Knowledge of stock markets, trading platforms, and financial instruments - Skills in ...

As the State Head Business & Credit for Rajasthan at ParivartanEra Financial Services Pvt Limited, your role is crucial in achieving Business Targets and ensuring effective credit management for the state. Your responsibilities will include: - Developing and implementing strategies, policies, and procedures for credit risk management and finance operations - Hiring and managing productive Relationship Managers (RMs) - Overseeing credit risk management and portfolio management specifically for the state of Rajasthan To succeed in this role, you must demonstrate: - Business Target Achievements with a minimum Productivity level per RM of 25 lacs disbursement Month-over-Month (MOM) - Strong skil...

Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became Indias fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the ...

As a Digital Marketing Manager at Thrillophilia in Jaipur, you will play a crucial role in the success of India's biggest online platform for travel experiences and activities. Your primary responsibility will be to work closely with the media, tech, and marketing teams to drive growth and empower them to achieve their goals. - Dive into various aspects of digital marketing with a proactive attitude to take things to the next level - Utilize your deep analytical mindset to crunch numbers and monitor performance metrics for data-driven decisions - Understand the user interface (UI-UX) and customer journey to improve the overall user experience - Tackle challenges head-on, even in the absence ...