7284 Portfolio Management Jobs - Page 21

Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL. Build ...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation. Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. Portfolio Management Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives. Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks. Adhere to all regulatory guidelines and compliance standards, ensuring that clients' i...

Job description Relationship manager ( Working capital) Location :- Thrissur Core Responsibilities Acquisition of New to Bank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. Enhance Book Profitability and Client stickiness by consistently seekin...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

The Divisional Manager is responsible for developing and executing business development strategies for Pre Owned Car Loans in & around, reaching out to customers & generate maximum business. The ideal candidate will have a strong understanding of the market and be able to drive profitability and ensure portfolio quality. The Divisional Manager will also be responsible for managing Dealer, broker relationships in respective geography. What You ll Do Budget & Profitability Ensure business targets, disbursement growth and budget fulfillment are met as per guidelines given by circle head Drive profitability and ensure portfolio quality maintenance Ensure cost maintenance and reduction Identify t...

Job Location: Ambikapur , Chhattisgarh About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client manageme...

As a Territory Manager for Consumer Durable Loan at your company, your role involves scaling up the business for lending in a designated area. You will deliver banking needs to customers in a cost-efficient and technology-effective manner. It is essential to closely collaborate with the Retail team, including the Product Head, Operations, Sales, IT, Credit, and BIU. Your responsibility is to provide a seamless customer experience, making IDFC First the primary bank for all banking needs. Key Responsibilities: - Acquire Consumer Durable Loan customers in the identified segment and generate references from the specified catchment area. - Grow the AUM base for Consumer Durable Loan lending solu...

Role Overview: You have the opportunity to join DWS as a Risk Manager specializing in Investment Risk Models at the Assistant Vice President (AVP) level in Pune, India. DWS is a global industry-leading firm that offers ambitious opportunities for innovation and making a positive impact in investing. As part of the Investment Risk team, you will play a crucial role in overseeing and managing investment risk for DWS fiduciary portfolios. Your responsibilities will include developing, testing, and enhancing risk models to provide valuable insights to the Investment and Product Divisions. Key Responsibilities: - Develop, test, and document in-house and vendor-provided models for DWS - Design com...

As a Branch Manager at Aham HFC, your role involves overseeing the operations and performance of the branch to achieve business targets and ensure customer satisfaction. Your key responsibilities include: - Achieving disbursement targets for Housing & mortgage Loans and insurance premiums, along with meeting the Weighted Average Yield target - Driving portfolio growth and retaining existing customers - Monitoring Sales Officers" activities, ensuring consistent lead generation, and empanelling direct sourcing agents for steady business flow - Planning and executing marketing activities, monitoring productivity, and ensuring Sales Officers meet monthly norms - Managing housing loan file logins...

Role Overview: As a Portfolio Manager at MSN Laboratories Pvt. Ltd., you will be responsible for leading the product portfolio for RoW A, RoW B, and India markets. Your role will involve overseeing global product portfolio management, identifying new growth opportunities, managing in-licensing activities, and driving business forecasting to ensure alignment with market needs and corporate objectives. You will need to possess strong expertise in market and competitor analysis and collaborate effectively with R&D, Medical, Marketing, and Regulatory teams. Key Responsibilities: - Oversee the product portfolio for RoW A, RoW B, and India, ensuring strategic alignment with corporate objectives. -...

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.