13263 Portfolio Management Jobs - Page 20

Role Overview: As a Credit Analyst in a buy-side role supporting the CLO funds of a Global Asset Manager, you will be responsible for identifying investment opportunities and monitoring an existing portfolio of Leveraged Loans in the U.K and U.S. markets. Your role will involve conducting thorough due diligence on industry and company fundamentals of various loan investments across multiple industries, as well as making investment recommendations. You will work closely with clients to develop investment memorandums, provide credit analysis, and offer relative value recommendations. Key Responsibilities: - Perform quantitative and qualitative analysis to support underwriting potential investm...

As a PRM & SPRM at HSBC, your role involves being a client-facing professional playing an integral part in the Premier Banking offering. Your responsibilities include growing and nurturing HSBC Premier relationships, achieving business targets, providing banking/financial advisory services, and ensuring high-quality customer service in line with Global Premier Service Standards. You are expected to identify opportunities for wealth reviews, deliver wealth solutions, and maintain the highest standards of integrity towards the bank, clients, and regulatory requirements. Key Responsibilities: - Maximize profit and achieve growth of Premier clients portfolio - Achieve agreed financial targets by...

You will be a part of the Capital Markets practices within Accenture's Global Network, working with global teams to help investment banks, asset and wealth managers, and exchanges prepare for the digital future. Your role will involve collaborating with clients to solve complex problems, managing organization change, leading transformation projects, assessing processes, supporting data governance, and developing methodologies. You will also contribute to methodology refinements, best practices updates, trends tracking, and proposal creation. Your responsibilities will include: - Collaborating with clients to solve complex problems such as regulatory reforms and implementation - Defining and ...

Skill required: Property & Casualty- Underwriting - Insurance Underwriting Designation: Underwriting Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.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 world's 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 coun...

Skill required: Property & Casualty- Underwriting - Insurance Underwriting Designation: Underwriting Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.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 world's 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 coun...

Skill required: Property & Casualty- Underwriting - Insurance Underwriting Designation: Underwriting Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.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 world's 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 coun...

Job Description Sourcing Used Car Loans and meeting targets Channel Development Identifications and Tie Ups with Used Car Dealers as well as Re-sellers Resolution of PDD(if any) Take care of Used Car Loan collection Team Building and Channel Development Achievement of Business Plan Portfolio management in coordination with Ops & Collection Asset Verification of the cases under processing Taking care of vehicle loan business all across assigned geography Regular review meeting with line managers Strong check on EDs and NS cases Builds business by identifying and selling prospects, maintaining relationships Recruiter Name: Kamini Agarwal Recruiter Email: [HIDDEN TEXT] Apply Now

The Private Banker responsible for acquiring, managing, and growing a portfolio of HNI / UHNI clients by offering comprehensive wealth advisory services. Strong relationship management skills with deep financial expertise and a tech-forward mindset Required Candidate profile Client Acquisition & Portfolio Growth Acquire HNI/UHNI clients through referrals, networking, and build - manage a high-quality book of clients, AUM growth Wealth Advisory & Investment Solutions. Perks and benefits Best in Industry

Job Role - The key areas of responsibilities are as follows 1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximise client experien...

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto- 6 LPA + Incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. SKILLS 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested fo...

ob Posting: Sales Manager Credit Cards (Branch Channel) Location: Sonipat Role: Sales Manager – Product & Portfolio Grade: Up to Manager Experience: 4–8 year Key Responsibilities: Drive credit card acquisition through branch channel. Manage product portfolio and ensure compliance with bank policies. Achieve monthly and quarterly sales targets. Handle team performance and provide training for branch staff. Coordinate with internal stakeholders for smooth onboarding and activation. Eligibility: Proven experience in credit card sales (branch channel preferred). Strong knowledge of portfolio management and cross-sell strategies. Excellent communication and negotiation skills. DEI candidates (Wom...

Products/ Services : Lockers, Deposits, Mutual Funds, Insurance Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. ...

CUSTOMER DEVELOPMENT Job Description Position : Customer Development Organization Name : Sakthifinance Financial Services Limited - SFSL Industry : Banking and Financial Services Products/ Services : Lockers, Deposits, Mutual Funds & iNSURANCE Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solu...

Role & responsibilities Strategy Development: Create and implement effective strategies for debt recovery and collections in assigned regions, ensuring compliance with laws, regulations, and company policies. Team Leadership: Lead and supervise a team of collections professionals, providing guidance, training, and support to maximize their performance and meet collection targets. Performance Monitoring: Track and analyze collection metrics, including delinquency rates, recovery rates, and payment behaviors, to identify trends, areas for improvement, and potential risks. Portfolio Management: Oversee collections portfolio management, prioritizing accounts, reviewing payment plans, negotiating...

RBL Premier Banker Program become a Relationship Manager with RBL Bank. Why Choose RBL Premier Banker Program? At RBL Bank, we believe in transforming careers by nurturing talent and fostering a culture of excellence. This program empowers individuals to become future leaders while ensuring 360 client engagement and total client ownership. Role Overview: Relationship Managers will be responsible for generating revenue by sourcing new-to-bank relationships and cross-selling wealth and business banking products to individuals and business owners. Program Highlights: Work with Indias Leading Private Sector Bank Join as: Relationship Manager at RBL Bank Stipend: 40,000 per month during training ...

Role & responsibilities o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Share CV at 9149271539 References are highly Appreciated!! Interviews on Monday

Responsibilities: * Conduct equity research on cryptos & ETFs * Manage mutual fund portfolios * Analyze investments, manage wealth * Execute trades with precision * Collaborate with clients' financial goals Office cab/shuttle Provident fund

Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Ensure quality customer service is delivered. All customer queries and complaints are being resolved w...

Job Role: PB Classic Role & responsibilities Generate business and cross sell all products and services of the Bank. Relationship management for a portfolio of customers. CASA sales Branch Operations and Audit Compliance Preferred candidate profile Min 3 years of work experience into sales with Retail Branch Banking experience. Apply here- dinesh.wadhwani@hdfc.bank.in

Job Role: PB Classic Role & responsibilities Generate business and cross sell all products and services of the Bank. Relationship management for a portfolio of customers. CASA sales Branch Operations and Audit Compliance Preferred candidate profile Min 3 years of work experience into sales with Retail Branch Banking experience. Apply here- dinesh.wadhwani@hdfc.bank.in

Job Role: PB Classic Role & responsibilities Generate business and cross sell all products and services of the Bank. Relationship management for a portfolio of customers. CASA sales Branch Operations and Audit Compliance Preferred candidate profile Min 3 years of work experience into sales with Retail Branch Banking experience. Apply here- dinesh.wadhwani@hdfc.bank.in

Atos is looking for DWP Portfolio Manager to join our team Roles and Responsibility Manage and maintain a portfolio of direct purchase orders, ensuring timely execution and adherence to company policies. Develop and implement strategies to optimize portfolio performance, including risk management and cost reduction. Collaborate with cross-functional teams to identify and mitigate potential risks, ensuring compliance with regulatory requirements. Analyze market trends and provide insights to inform investment decisions, driving business growth. Monitor and report on portfolio performance, identifying areas for improvement and implementing corrective actions. Build and maintain strong relation...

Colliers is looking for Manager / Director | Office Leasing | Gurugram to join our team Roles and Responsibility Manage and oversee the office leasing process from start to finish. Develop and implement effective leasing strategies to achieve business goals. Build and maintain strong relationships with clients and stakeholders. Conduct market research and analyze trends to stay ahead of the competition. Collaborate with cross-functional teams to drive business growth. Provide exceptional customer service and ensure client satisfaction. Job Requirements Proven experience in office leasing or a related field. Strong understanding of the commercial real estate industry. Excellent communication ...

Barclays is looking for Head of DPM, Equities India to join our team Roles and Responsibility Develop and implement strategies to drive business growth and expansion. Lead and manage a team of professionals to achieve business objectives. Build and maintain relationships with clients and stakeholders. Analyze market trends and make informed decisions to optimize business performance. Collaborate with cross-functional teams to identify new business opportunities. Provide guidance and support to junior team members to enhance their skills and knowledge. Job Requirements Strong understanding of equity markets and trading principles. Excellent leadership and management skills. Ability to analyze...