10066 Portfolio Management Jobs - Page 2

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

Job Title: Investment Counsellor Location: Mumbai - Prabhadevi Salary: Up to 14 LPA (Depending on experience and interview performance) Job Overview: We are seeking an experienced and client-focused Investment Counsellor to join in Mumbai - Prabhadevi . The ideal candidate will have in-depth knowledge of wealth management and investment products such as PMS (Portfolio Management Services), AIF (Alternative Investment Funds) , and other financial instruments. This role involves offering tailored investment solutions, building strong client relationships, and driving business growth (Client Acquisition). Key Responsibilities: Provide personalized investment counselling to clients based on thei...

Relationship Manager (CASA/CA)- BRANCH BANKING (Delhi/ncr) Company: Small Finance Bank Location's: Pan Delhi/ Ghaziabad/ Noida/ Faridabad/ Gurgaon/ Indrapuram/ Najafgarh JOB DESCRIPTION JOB ROLE: Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross-sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group ...

Relationship Manager (CASA/CA)- BRANCH BANKING (Delhi/ncr) Company: Small Finance Bank Location's: Pan Delhi/ Ghaziabad/ Noida/ Faridabad/ Gurgaon/ Indrapuram/ Najafgarh JOB DESCRIPTION JOB ROLE: Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross-sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group ...

• Minimum 2 A/C’s of 5 Lac of Initial Margin. • Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor) • The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book.

• Minimum 2 A/C’s of 5 Lac of Initial Margin. • Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor) • The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book.

Urgent Hiring in Top Affluent Relationship Manager in Top Broking companiesHaving a experience To acquire a new hni Client Having a experience cross sales PMS , Mutual funds aifHaving a very good knowledge for Wealth Product

About the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: Deliver timely and personalized equity advice to assigned PCG clients (trading and investment ideas) Conduct client meetings and provide research-based advisory support Maintain strong client relationships and ensure client upgrades where applicable Adhere to all processes and compliance guidelines related to advisory delivery Share client feedback and market...

Build and nurture client relationships, understand financial goals, and identify new business through referrals. Advise on unlisted shares, pre-IPO opportunities, and corporate or government bonds to optimize client portfolios Sales incentives

As a Content Writer at our company, you will play a crucial role in creating engaging and informative content that resonates with our target audience. You will collaborate with the marketing team to develop content strategies aligned with our brand voice and messaging. Your writing skills will be put to the test as you craft articles, blog posts, social media updates, email newsletters, and other content that captures the essence of our brand. Key Responsibilities: - Write and edit high-quality content for various channels such as articles, blog posts, social media updates, and email newsletters - Research and produce industry-related topics that align with our branding and messaging - Colla...

Job Description Role Overview: As a Zonal Credit Manager, your main responsibility will be to manage the credit operations for the designated zone. You will be required to ensure timely credit assessments, risk analysis, and credit underwriting as per company policies and regulatory guidelines. Additionally, you will be responsible for maintaining a healthy credit portfolio and implementing strategies to minimize credit risk. Key Responsibilities: - Conduct credit assessments for new and existing customers within the zone. - Analyze creditworthiness and make recommendations for credit limits. - Implement credit underwriting policies and procedures in line with company guidelines. - Monitor a...

As an ideal candidate for this role, you will be responsible for: - Acquiring new HNI and Ultra-HNI clients and nurturing strong relationships - Generating revenue by cross-selling mutual fund products and meeting sales targets - Providing investment advice and effectively managing client portfolios - Ensuring client satisfaction by promptly addressing queries - Staying informed about market trends and conducting analysis to identify investment opportunities - Engaging in business development activities to broaden the client base,

As a Senior Index Review Analyst at FTSE Russell Operations within the London Stock Exchange Group (LSEG), your role is crucial in maintaining the accuracy and integrity of financial indices. You will be responsible for conducting detailed reviews, assessments, and making necessary adjustments to reflect market changes accurately. The Index Review team, a global group spanning across different locations, is ultimately accountable for the review, rebalance, and reconstitution of the FTSE Russell index/product portfolio. **Key Responsibilities:** - Conduct periodic rebalance process of indices and implement changes as per review schedule. - Implement adjustments to index methodologies, rebalan...

Role Overview: As a Global Portfolio Sustainability Specialist at the company, you will play a crucial role in ensuring that the organization has the necessary capabilities and tools for mapping and analyzing sustainability-related market developments. Your primary responsibility will involve supporting corporate and BU level reporting on the sustainability performance of the portfolio. Collaboration with global and regional cross-functional teams such as Portfolio and Product Management, Application Engineering, Finance, Marketing & Sales, Environmental Management, and Reporting Teams will be a key aspect of your role. Key Responsibilities: - Develop data mapping and visualization tools, su...

Role Overview: As an Investment Portfolio Manager, your primary role will be to define investment strategies and asset allocation based on prevailing market conditions. You will need to stay updated with equity and debt markets by reviewing investment reports and participating in con-calls. Additionally, you will be responsible for developing and managing fund selection models, conducting product due diligence, and setting financial goals for clients. Your expertise will be crucial in asset allocation, portfolio construction, and periodic portfolio reviews and rebalancing. Moreover, you will collaborate with the sales team to enhance product penetration through research support. Key Responsi...

As a Team Lead - Wealth at our client, a leading NBFC, located in New Delhi, your role will involve managing and expanding the portfolio of private wealth clients. You will oversee a team of wealth managers and ensure high-quality service delivery. Your responsibilities will include developing and implementing business strategies, monitoring market trends, and ensuring compliance with regulatory requirements. Your key qualifications and responsibilities include: - Experience in private wealth management, portfolio management, and client relationship management - Proven track record of achieving financial targets and business growth - Strong leadership and team management skills - Excellent k...

As an Intellectual Property (IP) Manager at Air Distribution Technologies Inc., your role will involve supporting the expansion and protection of the company's patent portfolio. You will collaborate closely with engineers and business teams to identify innovations, assess patentability, and assist in the development of IP strategy. Additionally, you will support negotiations with third-party partners and ensure effective management of IP-related processes. Key Responsibilities: - Collaborate with engineers and business teams to identify innovations and assess patentability - Assist in the development of IP strategy - Support negotiations with third-party partners - Ensure effective managemen...

As a Data Validation Specialist at Addepar, your primary responsibility will be to support the data conversion for new Addepar clients. You will be tasked with cross-referencing large sets of financial data between spreadsheets and systems to ensure accuracy during onboarding. Your meticulous attention to detail and clear documentation will be crucial in identifying and tracking any inconsistencies. This role is non-client-facing and requires focus, consistency, and comfort with repetitive tasks. If you enjoy working with data in a structured manner and take pride in ensuring accuracy, this role is a great fit for you. **Role Overview:** - **Dive Deep into Data:** Review and compare client d...

In this role, you will be responsible for providing excellent customer service by understanding their financial needs and offering appropriate products and services throughout their life cycle. You will aim to maintain fairness in all interactions with customers and the bank. Your primary responsibilities will include: - Partnering with customers to understand their needs and offer 360-degree banking solutions - Growing the wallet share of existing customers and acquiring new customers - Collaborating with internal teams to offer customized banking products - Enhancing the quality of the customer portfolio while upholding fairness principles - Maintaining branch infrastructure as per guideli...

As a Loan Book & Portfolio Management professional, your role involves end-to-end oversight of the loan book across direct sourcing, co-lending, and BC partnerships. You will be responsible for building dashboards to track performance metrics such as NPA %, PAR, and collection efficiency. Additionally, you will reconcile loans across bank statements, LMS, and accounting systems. Your responsibilities also include managing co-lending and BC partnerships under FLDG & Partnership Management. This involves ensuring financial diligence, cash flow alignment, and MIS integration. In terms of Evaluation & Due Diligence, you will be required to conduct financial and risk analysis of potential NBFC/fi...

As an ideal candidate for this position, you should have 1 to 2 years of experience in equity trading, financial market analysis, and investment strategy development. Your expertise should include a strong understanding of portfolio management, risk assessment, and regulatory compliance. You should possess excellent communication skills, relationship management abilities, and client advisory capabilities. Moreover, you are expected to have in-depth knowledge of trading platforms and market tools, with hands-on experience in NSE, BSE, and other exchanges. Your adaptability, collaborative nature, and ability to thrive in dynamic, fast-paced trading environments will be crucial for success in t...

As a Business Development Manager specializing in Real Estate Sales at Valion, you will be responsible for identifying and pursuing new business opportunities, building strong client relationships, and driving sales of real estate solutions. Your role will require developing strategic growth plans, conducting market research, and preparing sales reports to achieve business targets. Effective collaboration with internal teams is essential to meet client needs and promote the companys value-driven services. Key Responsibilities: - Identify and pursue new business opportunities in the real estate sector - Build and maintain strong client relationships with High Net-Worth Individual (HNI) client...

Company Description Our client is one of the leading NBFC. Wealth Manager / Sr Manager Wealth Experience - 4+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking Location -Mumbai , Delhi ,Pune ,Kolkata, Chennai , Jaipur, Education - UG / PG Role Description Experience in private wealth management, portfolio management, and client relationship management Proven track record of achieving financial targets and business growth Excellent knowledge of financial products, market trends, and regulatory requirements. Preferred Banking, Financial Services, Wealth Management Generating AUM through selling of Mutual Funds , Bonds ,PMS, AIF , Structured Products Responsible fo...