3558 Portfolio Management Jobs - Page 21

As a Creative/Content Strategist for WA, you will be responsible for developing innovative digital campaigns. Your main focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. It is crucial to ensure that all content is not only eye-catching and original but also accurate in terms of grammar, brevity, and syntax. Your role will involve crafting press releases that highlight WA's achievements, new clients, client news, and employee accomplishments. Additionally, you will be involved in various aspects of content production such as creating web pages, blogs, Q&As, FAQs, invitations, emailers, case studies, outreach articles, reports, and white papers. To excel in this position, you must conduct thorough research to understand the needs of the target audience. This includes analyzing existing content, performing online research, and engaging in interviews or collaborations with financial advisors. You will also be responsible for ensuring the accuracy, timeliness, and overall quality of the content you produce. Furthermore, you will be expected to work efficiently under tight deadlines without compromising the quality of your work. Your ability to deliver flawless content within specified timelines will be essential in meeting the demands of this role.,

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues. Job Summary: As a Trading Services Specialist within JPMorganChase, you will play a pivotal role in the execution and processing of trade orders, assisting the smooth operation of our trading and portfolio management businesses. Your work will have a significant impact within your team, contributing to the overall performance of our trading services. You will initiate your knowledge of market products and trading processes and learn how to apply this expertise to solve non-routine challenges and improve existing procedures. Your role will be also monitored and coached by junior and senior team members, sharing their knowledge and experience to enhance team performance. With a focus on continuous improvement, you will use and skill up your understanding of automation technologies and data analysis techniques to optimize our trading operations, while effectively collaborating with internal stakeholder relationships and assist driving change initiatives to drive our strategic plans. Job Responsibilities: Support and process trade orders, ensuring accuracy and compliance with established procedures and regulatory requirements. Learn and utilize knowledge of market products to monitor asset and cash levels, identifying and addressing any discrepancies in a timely manner. Learn and apply automation technologies and data analysis techniques to optimize trading operations, enhancing efficiency and resilience. Contribute to the continuous improvement of our trading platform, identifying opportunities for process improvement and proposing innovative solutions. Foster productive relationships with internal stakeholders, effectively managing communications and aligning operations with the firms strategic objectives. Required Qualifications, Skills and Capabilities: Ability to learn and utilize automation technologies and their application in optimizing trading operations. Understanding of data analysis techniques, with the ability to interpret data and inform decision-making. Communication skill in order to keep internal stakeholder relationships. Proficiency in using standard office software applications to create and deliver presentations to various levels within the organization. Preferred Qualifications, Skills and Capabilities: Solid understanding of financial markets, trading instruments, and the overall trading process, with baseline knowledge of trading services such as order execution, trade processing, and risk monitoring. Strong relationship-building and influencing skills, complemented by excellent written, oral communication, and interpersonal abilities. Effective presentation and negotiation skills, paired with an innovative mindset focused on continuous process improvement. Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues. Job Summary: As a Trading Services Specialist within JPMorganChase, you will play a pivotal role in the execution and processing of trade orders, assisting the smooth operation of our trading and portfolio management businesses. Your work will have a significant impact within your team, contributing to the overall performance of our trading services. You will initiate your knowledge of market products and trading processes and learn how to apply this expertise to solve non-routine challenges and improve existing procedures. Your role will be also monitored and coached by junior and senior team members, sharing their knowledge and experience to enhance team performance. With a focus on continuous improvement, you will use and skill up your understanding of automation technologies and data analysis techniques to optimize our trading operations, while effectively collaborating with internal stakeholder relationships and assist driving change initiatives to drive our strategic plans. Job Responsibilities: Support and process trade orders, ensuring accuracy and compliance with established procedures and regulatory requirements. Learn and utilize knowledge of market products to monitor asset and cash levels, identifying and addressing any discrepancies in a timely manner. Learn and apply automation technologies and data analysis techniques to optimize trading operations, enhancing efficiency and resilience. Contribute to the continuous improvement of our trading platform, identifying opportunities for process improvement and proposing innovative solutions. Foster productive relationships with internal stakeholders, effectively managing communications and aligning operations with the firms strategic objectives. Required Qualifications, Skills and Capabilities: Ability to learn and utilize automation technologies and their application in optimizing trading operations. Understanding of data analysis techniques, with the ability to interpret data and inform decision-making. Communication skill in order to keep internal stakeholder relationships. Proficiency in using standard office software applications to create and deliver presentations to various levels within the organization. Preferred Qualifications, Skills and Capabilities: Solid understanding of financial markets, trading instruments, and the overall trading process, with baseline knowledge of trading services such as order execution, trade processing, and risk monitoring. Strong relationship-building and influencing skills, complemented by excellent written, oral communication, and interpersonal abilities. Effective presentation and negotiation skills, paired with an innovative mindset focused on continuous process improvement.

Hiring Manager: Head of Service Excellence Location: Hyderabad Job type: Full time/ Hybrid work policy About the job We are an innovative global healthcare company with one purpose: to chase the miracles of science to improve people s lives. We re also a company where you can flourish and grow your career, with countless opportunities to explore, make connections with people, and stretch the limits of what you thought was possible. Ready to get started Sanofi Hubs are where our key strategic business operations are hosted providing centralized services across Global Medical, Finance, People, Procurement, Digital, R&D and more. Our Ambition: deliver best-in-class enterprise services enabling Sanofi to chase the miracles of science to improve peoples lives. As part of our ongoing transformation and transition of activities to our hubs, Service Excellence plays a key role in digitizing service management operations. To support this, we are seeking a Head of Service Design to lead this strategic journey in partnership with our service towers. Our Team: This position is part of Service Excellence (formerly known as Connect-to-Resolve), a transversal organization into Sanofi Business Operations. Service Excellence focus is to seamlessly connect Sanofi employees and third parties with the support teams, driving performance and customer centricity. The Head of Service Design serves as the Global Process Owner for service management, leading a team of service designers responsible for defining, implementing, and optimizing service management processes across the organization. This role provides strategic direction for service catalog development, implementation of service management solutions, and continuous improvement initiatives to ensure exceptional service delivery throughout Business Operations and beyond. Main responsibilities: Strategic Leadership and Vision Establish the vision and strategy for service design and management across the organization Drive standardization and best practices in service management processes Align service design initiatives with business objectives and organizational strategy Lead the development of service management frameworks and methodologies Team Management and Development Lead, coach, and develop a team of service designers and project managers at various levels Set clear performance expectations and provide regular feedback and development opportunities Foster a collaborative, innovative, and customer-centric team culture Manage resource allocation and capacity planning to meet business demands Service Excellence and Governance Serve as the ultimate authority for service management processes Establish governance structures and decision-making frameworks Ensure compliance with service management standards and policies Drive process maturity and continuous improvement initiatives Stakeholder Management Build and maintain strong relationships with service line leaders and key stakeholders Represent the Service Excellence team in cross-functional initiatives and governance forums Communicate team value proposition and achievements to senior leadership Manage expectations and resolve conflicts to ensure successful outcomes Continuous Improvement and Innovation Champion a culture of continuous improvement and innovation Identify opportunities to leverage emerging technologies and methodologies Lead transformation initiatives to enhance service design and practices Drive the implementation of service management design principles across service lines Promote a culture of continuous improvement and innovation Portfolio Management Oversee the portfolio of service design and implementation projects Prioritize initiatives based on business impact and strategic alignment Allocate resources effectively across multiple concurrent projects Monitor progress and ensure successful delivery of all initiatives About you Experience: Minimum 8 years of experience in service management, service design or related fields. At least 3 years of people management experience leading cross-functional teams. Experience in service design, service management, and process optimization is essential. Experience implementing and governing service management platforms (ServiceNow, etc.) is required. Experience in driving organizational change and transformation initiatives is preferred. Background in working across complex, global organizations. Soft skills: Strong leadership skills with ability to inspire and motivate teams Excellent communication and interpersonal skills at all organizational levels Strategic thinking with ability to translate vision into actionable plans Collaborative approach to problem-solving and decision-making Resilience and adaptability in managing competing priorities and change Change management expertise with focus on sustainable adoption Ability to navigate complex organizational dynamics and build consensus Technical skills: Expert knowledge of service management frameworks Advanced understanding of service design principles and methodologies Strong knowledge of project and portfolio management practices Proficient in service management platforms and their capabilities Understanding of process optimization and continuous improvement techniques Knowledge of relevant industry trends and emerging practices Languages: English (fluent) Pursue progress, discover extraordinary Better is out there. Better medications, better outcomes, better science. But progress doesn t happen without people - people from different backgrounds, in different locations, doing different roles, all united by one thing: a desire to make miracles happen. So, let s be those people. At Sanofi, we provide equal opportunities to all regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity. Watch our ALL IN video and check out our Diversity Equity and Inclusion actions at sanofi.com ! Pursue progress , discover extraordinary Better is out there. Better medications, better outcomes, better science. But progress doesn t happen without people - people from different backgrounds, in different locations, doing different roles, all united by one thing: a desire to make miracles happen. So, let s be those people. At Sanofi, we provide equal opportunities to all regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, ability or gender identity. Watch our ALL IN video and check out our Diversity Equity and Inclusion actions at sanofi.com !

As Lease Manager , you are responsible for the management of the store portfolio in a specific geographic region or country. You are responsible for enabling long term growth by finding top locations for new stores; obtaining the best possible deals by negotiating lease contracts with property owners; active portfolio management of the existing portfolio, including optimizations, renegotiations, etc. The role of Lease Manager is about internal and external collaboration, anticipating developments within our industry and taking into consideration how much the world changes all the time. You support all brands in your market in enabling their brand plans and growth. You are ambitious, self-driven, competitive, and humble, you value taking responsibility and are motivated by creating change. You have strong analytical skills and a track record of results. You are resilient when faced with business challenges and are open to feedback. You have strong communication skills and the ability to convince. You are socially confident in negotiations and are not afraid to leave your comfort zone. You are an informal leader and collaborate well in teams. You represent our brands towards landlords and other external parties with a high level of professionalism and always in line with Code of Ethics. Key responsibilities Drive growth by maintaining a current brand roadmap, understanding local customer behavior and competition, and managing a diverse pipeline of opportunities. Optimize sales, location, and profitability for each deal, set ambitious targets, negotiate professionally, analyze data for fact-based business cases, and coordinate with other functions. Complete due diligence on landlords, recommend comprehensive business cases, present negotiated cases for approval, facilitate deals through various processes, and update systems with accurate data. Ensure a competitive store portfolio, actively seeking portfolio improvements, negotiating lease actions based on store performance, and maintaining up-to-date knowledge of landlords financial performance and asset changes while fostering professional relationships. Collaborate with the Expansion Manager and lead store projects until signing, ensure team collaboration, and work with legal and operational teams to adhere to contractual rights and obligations. Click here for the complete role description To be successful in the role of Lease Manager , you should have a great business mindset combined with a visionary approach. You are a result-driven, strategic, and analytical person with a great business mindset. What y

You will be responsible for making independent decisions for Private Equity investments and providing financial planning to clients and advisors. You will regularly assess private investment portfolios through meetings and performance reports. Developing strategies to attract investors and conducting 3-4 in-person meetings daily will be a key part of your role. A strong understanding of capital markets, fundraising, valuation, financial modeling, and forecasting is required. You should have a proactive, target-driven approach with excellent communication, relationship-building, and sales skills. Previous experience in stockbroking, mutual funds, or private equity advisory will be a plus. The salary for this position ranges from 50,000/- to 80,000/- per month, based on experience. The location of the job is in Noida - 62. A minimum of 2 years of relevant experience is required. Interested candidates can share their resume on 9289161915. This is a full-time, permanent position with benefits including paid sick time. The work schedule is during the day shift, and the work location is in person.,

As a Credit Risk Manager at our company, you will be responsible for overseeing the identification, assessment, and management of credit risks across our portfolio of Small, Medium, and Large Enterprises. Your role will involve evaluating the creditworthiness of potential and existing clients, implementing risk mitigation strategies, managing the credit portfolio, ensuring compliance with regulatory requirements, and conducting market research to understand factors impacting credit risk. Your key responsibilities will include appraising the creditworthiness of clients by evaluating financial statements and credit reports, implementing systems for monitoring credit exposures, developing credit risk mitigation strategies, collaborating with other departments to design risk-reduction techniques, and establishing guidelines for lending and credit exposure limits based on our risk appetite. You will also be responsible for overseeing and managing our credit portfolio, maintaining alignment with market conditions and regulatory requirements, developing strategies to reduce overdue accounts, preparing reports on receivables and collection performance, ensuring compliance with local regulations and internal risk policies, providing training and guidance to team members, and conducting market research on economic developments and industry-specific factors. To qualify for this role, you should have a Bachelors or Masters degree in Finance, Economics, Business Administration, or a related field, along with professional certifications such as CFA, FRM, PRM, or CA. You should possess 10-15 years of progressive experience in credit appraisal of SME business clients, a strong understanding of credit management principles and practices, experience in portfolio management, credit analysis, and regulatory compliance, as well as strong analytical, quantitative, and communication skills. Proficiency in using financial software and tools for credit risk analysis and portfolio management will be an added advantage. If you are looking for a challenging opportunity to apply your credit risk management skills and contribute to the success of our organization, we encourage you to apply for the Credit Risk Manager position.,

Landytech is dedicated to transforming how investment managers, asset owners, and their advisors access asset information, with a focus on providing insights faster through the Sesame investment reporting platform. With a presence in over 15 countries, Landytech has experienced significant growth, securing $12M in Series B funding in January 2023. The company, which started with two co-founders, now boasts a team of nearly 100 employees across offices in London and Paris. Embracing diversity as a key asset, Landytech's team represents over 15 countries and speaks 14 languages. As part of Landytech, you will be instrumental in offering clients a comprehensive view of their investment portfolios encompassing various asset classes sourced from multiple data outlets. The Client Delivery and Professional Services Teams focus on understanding clients" portfolios, data, and reporting requirements to develop solutions that enhance their investment management and reporting workflows. In the role of Client Delivery Associate (Onboarding), your responsibilities will include guiding clients through the onboarding process, ensuring smooth collaboration, organizing processes, and facilitating data connectivity. Effective communication, organizational skills, problem-solving abilities, and a fundamental understanding of investment data and technology are essential for this hands-on role. Key Responsibilities: - Manage client communication and coordination related to onboarding and data feed setup, ensuring timely responses and addressing delays. - Guide clients on integrating accounts into managed data feeds from their custodians and banks. - Collect and document initial scope details, including private assets, bank/custodian accounts, and ownership structures. - Assist in the setup of new data feeds by gathering required information and supporting technical integrations. - Monitor onboarding pipelines, identify delays, and contribute to process improvements for scalability. - Collaborate with cross-functional teams to ensure seamless onboarding experiences for clients. Requirements: - 1-3 years of experience in client onboarding, operations, or project coordination in Financial Services, fintech, or SaaS environments. - Strong organizational skills, attention to detail, and ability to manage multiple client interactions and data tasks simultaneously. - Proficient in client communication, with technical skills in SFTP, API integrations, and data transfer protocols. - Interest in developing a career in client operations, client delivery management, or product specialization within financial technology. - Fluency in English; additional European languages are a plus. Benefits: - Join a fast-growing fintech company revolutionizing investment reporting. - Work in a hybrid style, with 2 days in the Pune office and opportunities for social interactions. - Private medical insurance for you and your family. If you are seeking a dynamic role in a diverse and innovative environment, we look forward to receiving your application. Join Landytech on its mission to redefine the future of investment information access.,

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The Technical Project Manager is responsible for handling small-scale procurement projects or subprojects, ensuring alignment with project objectives, specifications, timelines, and resource requirements, working under general supervision. The role takes care of the savings funnel by tracking cost-saving initiatives and identifying opportunities for cost reduction and process optimization. The role participates in phase-in and phase-out planning for new product introductions and lifecycle management activities. The role executes comprehensive project management plans, resolves issues, and ensures adherence to procurement standards. Job Responsibilities : Initiates and plans small-scale projects or subprojects within the procurement domain, ensuring alignment with project objectives, specifications, timelines, and resource requirements and applies awareness of entrepreneurial skills in daily work. Handles the savings funnel, tracking cost-saving initiatives, monitoring progress against targets, and identifying opportunities for cost reduction and process optimization, working under general supervision. Participates in phase-in and phase-out (PIPO) planning related to new product introduction and lifecycle management (LCM) activities, collaborating with cross-functional teams to ensure seamless transitions and alignment with procurement goals. Executes comprehensive project management plans, outlining project scope, objectives, deliverables, schedules, and resource allocations to guide project execution and control. Implements project activities, overseeing project progress, resolving issues, and ensuring adherence to project plans and procurement standards. Identifies and resolves project issues and risks, escalating critical issues to project stakeholders and management as necessary to minimize disruptions and mitigate project impacts. Provides regular project updates and reports to project stakeholders, communicating project status, milestones, risks, and issues to ensure transparency and alignment with project objectives. Drafts project documentation and records, including project plans, meeting minutes, and status reports, ensuring accuracy, completeness, and accessibility for project team members and stakeholders. Ensures compliance with procurement policies, procedures, and regulations, adhering to ethical standards and promoting a culture of integrity and transparency within the procurement function. Understands and applies best practices in project management and procurement, continuously learning and adapting to evolving industry trends, technologies, and methodologies to drive procurement excellence. Minimum Required Qualifications : Education: Bachelors degree in business administration, Management OR Vocational Education in Project Management or equivalent. (Bachelors degree in engineering - Electrical / Electronics / Mechanical) Experience: No prior experience required with bachelors degree OR minimum 4 years of experience with Vocational Education in areas such as Project Management, Program Management, Portfolio Management, Agile Methodology or equivalent. Preferred Qualifications: Education: Bachelors degree in business administration, Management, Project Management or equivalent. Certifications: Philips PM Foundation Certification Preferred Skills: Technical / Functional Skills: Stakeholder Partnership Emotional Intelligence Ownership and Commitment Network Performance Customer Centricity Judgement Learning Agility Business Acumen Risk Management Servant Leadership Project Management Regulatory Compliance Documentation & Reporting Procurement Policies and Processes Cost Optimization

The purpose of this role is to drive and oversee the delivery of the assigned projects to ensure that the objectives are clearly defined and achieved within the agreed time, cost and quality constraints. Project Leadership. Creates and leads the project team to deliver the agreed outputs/outcomes within scope, time, cost and quality constraints. Promotes the wider good in all actions, acting in a morally, legally and socially appropriate manner in dealings across project stakeholders and team Project Team Management. Manages the project team on a day-to-day basis, appropriate to context and project stage. Clearly defines, agrees and delegates team and key stakeholder roles and responsibilities; develops capability and fosters innovation; empowers and inspires others to deliver successful projects Project Business Case and Benefits Management. Where applicable, supports the project sponsor to prepare, gain approval of, refine and update business cases that justify projects in terms of benefits, costs and risks; tracking and reporting forecast and actuals against them. Works with project sponsor, programme managers and business benefit owners to support identification, tracking and delivery of benefits set out in business case. Ensures realisation of benefits for business through planning and designing project outputs meet business/programme requirements and desired outcomes Project Budget and Cost Management. Manages budgets for projects. Controls and reports on forecasts, changes, and actual costs against the budgets Governance. Establishes and maintains effective governance and decision making for the delivery of projects; defines clear roles, responsibilities and accountabilities, that align with programme and/or organisational practice and requirements Project Plans and Controls. Designs, consolidates and documents the fundamental components of projects (scope, schedule, approach, resource requirements, budgets, risks, opportunities and issues, and quality requirements). Establishes, and implements where necessary, protocols to change the scope of projects and update of configuration documents as required Scheduling and Dependency Management. Develops, produces and maintains schedules for project activities that takes account of dependencies, resource requirements and constraints to enable the efficient realisation of project outputs and associated benefits. Maps project dependencies and identifies owners, builds dependency management into the projects governance cycle. Works with programme/project managers and business leads to ensure dependencies are actively managed, acts as an arbiter and enforcer and resolves issues between the various elements of the project Project Resource Management. Develops, implements and updates resource allocations plans (other than finance) needed for projects (incl. external required resources), taking account of availabilities and scheduling variances Stakeholder and Communications Management. Identifies and manages pertinent project stakeholder relationships (taking account of their levels of influence and particular interests), communications and need for senior level support. Ensures continual alignment with programme (if applicable), wider portfolio management and organisation communications. Manages internal and external relationships as appropriate. Proactively Identifies, addresses and seeks to resolve differences between individuals and/or interest group Project Risks and Issues Management. Identifies and monitors project risks (threats and opportunities) and issues. Develops mitigating actions and escalate as appropriate. Identifies and works with related projects to manage interdependencies

Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc Wealth/ Portfolio Management - understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory - have thorough financial and sector knowledge as we'll knowledge of competitors, must provide sound and reliable advice to clients. Skills: Social/Interpersonal Skills : have excellent socializing and relation building skills. Communication Skills : have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves we'll in front of client Analytical Skills : Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets : Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance : follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company

Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc Wealth/ Portfolio Management - understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory - have thorough financial and sector knowledge as we'll knowledge of competitors, must provide sound and reliable advice to clients. Skills: Social/Interpersonal Skills : have excellent socializing and relation building skills. Communication Skills : have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves we'll in front of client Analytical Skills : Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets : Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance : follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company

Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc Wealth/ Portfolio Management - understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory - have thorough financial and sector knowledge as we'll knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves we'll in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be close

The Project Controls Discipline Lead is responsible for ramping up the project controls team and activities in Team bp center, coordinating efforts, and leading a team to support both centralized and deployed project activities. The role entails working with bp VP projects, project controls sub-Discipline Leads, and local India leadership to establish the project controls organizational capability. Reporting to the Team bp powered by Quest Global-Center Manager, the PC DL will be part of the Project Controls Leadership Team, ensuring the integrity and efficiency of estimating, planning/scheduling, and cost control. Key Responsibilities: Act as the primary point of contact for all project control-related activities in Team bp center. Work with deployed Project Controls Managers and centralized subdiscipline leaders to onboard the right project controls capabilities. Drive standardization and continuous improvement within the discipline, including the implementation of digital technologies, tools, systems, and processes. Support clear MOC and ways of working for Team bp roles, ensuring integration with project stakeholders. Ensure compliance with standard processes and templates for estimates, schedules, and cost reports. Provide accurate and timely performance data, benchmarks, and insights to facilitate efficient project execution or portfolio management. Ensure adherence to bp controls strategies, plans, and procedures. Promote knowledge sharing among discipline members for consistency and idea exchange. Coach and mentor future project controls talent, supporting recruitment and deployment of resources. Qualifications: Degree in Engineering, Project Management, Finance, Technical, or equivalent field. Accredited Project Management Professional or Chartered Project Professional (PMI, APM) Minimum 10 years in project controls, with at least 5 years in a leadership role Total of 15+ years of relevant industry experience Skills and Competencies: Proven project controls and industry experience Strong leadership skills with a history of managing teams and developing talent Solid understanding of budgeting, forecasting, and planning software, processes, and best practices Ability to work with all levels of management and key stakeholders Proven track record of balancing multiple projects and meeting deadlines Bias for standardization, simplification, and efficiency Good written and verbal communication skills Good-to-Have Skills Understanding of project/government financing/funding and legislation/policy Experience with bp Capital Value Process/Project Common Process Experience in portfolio analysis and resource modelling Understanding of internal and external benchmarking

As a Global Portfolio Sustainability Specialist, you will be responsible for ensuring that we have the capabilities and tools for mapping and analyzing sustainability-related market developments and supporting corporate and BU level reporting on sustainability performance of the portfolio. You will collaborate with global and regional, cross-functional teams like Portfolio and Product Management, Application Engineering, Finance, Marketing & Sales, Environmental Management and Reporting Teams. How you ll make an impact: Develop data mapping and visualization tools (e. g. MS Power BI dashboards) on customers sustainability requirements and portfolio sustainability performance Collaborate with the Application Engineering, Finance, Marketing & Sales and Portfolio Management team to ensure data quality and accuracy. Manage the yearly reporting cycle on portfolio sustainability KPIs for Corporate and BU level reporting Support auditing processes on portfolio related non-financial data Work with Portfolio and Product Management on further developing and documenting quantification methodologies for non-financial reporting and ensuring consistency and auditability of results. Analyze and compile sustainability-related market developments related to customers, competitors and other stakeholders. Support Global Portfolio Sustainability Lead on preparing presentation materials and reports to different stakeholders. Responsible to ensure compliance with applicable external and internal regulations, procedures, and guidelines. Living Hitachi Energy s core values of safety and integrity, which means taking responsibility for your own actions while caring for your colleagues and the business. Your background: Bachelors degree in mechanical engineering, Electrical Engineering, Environmental Management, Business Administration or related field with 3-6 years of experience Skilled in Microsoft Office (MS Word, MS Excel, MS Power Point), Microsoft PowerApps, Graphic Design, PowerBI and Microsoft Office Strong interest in sustainability, ESG management and corporate non-financial reporting Excellent analytical and problem-solving skills Strong communication skills for effective cross-team collaboration. Data acumen with excellent attention to detail and accuracy Ability to work independently and collaboratively in a team environment. Proficiency in both spoken & written English language is required.

To give proper financial presentation to all walk-in clients on daily basis To take 5 references from each walk-in client and work towards calling them in the venue To check and collect documents from the clients and ensure timely issuance of insurance policy. To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis

To give proper financial presentation to all walk-in clients on daily basis To take 5 references from each walk-in client and work towards calling them in the venue To check and collect documents from the clients and ensure timely issuance of insurance policy. To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis

We are seeking a seasoned Scrum Master with deep expertise in Agile execution and ServiceNow ecosystems. In this role, you will be responsible for leading and facilitating Agile development methodologies across multiple ServiceNow teams focused on delivering high impact solutions for Customer Service Management (CSM), IT Service Management (ITSM), IT Asset Management (ITAM), Enterprise Architecture (EA), Governance, Risk, and Compliance (GRC), Security Operations (SecOps), and Strategic Portfolio Management (SPM). The ideal candidate will be a servant leader, coach, and facilitator, with a deep understanding of Scrum principles and practices, and a passion for driving team performance and delivering value to our stakeholders. Prior exposure to the healthcare industry is a significant plus, enabling faster impact on patient-centric innovation, regulatory compliance, and care delivery transformation. Key Responsibilities: Scrum Leadership and Delivery Expertise: Lead Agile execution at scale across multiple concurrent ServiceNow workstreams Drive outcomes through expert facilitation of program-level and team-level ceremonies (PI Planning, Sprint Planning, Syncs, Reviews, Retros) Pro-actively collaborate and remove impediments and roadblocks that are hindering the teams progress Team Coaching & Mentoring: Coach and mentor development teams on Agile and Scrum principles and practices. Help teams become self-organizing and cross-functional Promote collaboration and communication within and across teams Champion agile maturity and metrics driven approach to delivery thereby creating transparency across teams/stakeholders etc Product Backlog Management: Work with the Product Owner to maintain a well-defined and prioritized product backlog. Ensure that user stories are clear, concise, and testable. Facilitate backlog refinement sessions. Stakeholder Management: Collaborate with stakeholders to understand their needs and expectations. Communicate project status and progress to stakeholders Manage stakeholder expectations and responsible to translate it to the teams for better outcomes Continuous Improvement: Identify and implement process improvements to enhance team efficiency and effectiveness. Promote a culture of continuous learning and improvement. Track and report on team performance metrics. ServiceNow Expertise: Possess an expert level understanding of the ServiceNow platform and its capabilities, particularly in the areas of CSM, ITSM, ITAM, EA, GRC, SecOps, and SPM. Stay up to date on the latest ServiceNow features and releases and suggest relevant changes to be implemented in the current/future processes Share ServiceNow knowledge and best practices with the team. Qualifications & Skills: Experience: 8+ years of experience as a Scrum Master, preferably in a ServiceNow environment for 5 years as agile delivery lead/coach/scrum lead Experience working with multiple Scrum teams simultaneously to deliver outcomes and manage stakeholder expectations Experience with ServiceNow modules such as CSM, ITSM, ITAM, EA, GRC, SecOps, and SPM. Certifications: Certified Scrum Master (CSM) or equivalent certification is required. Agile certifications (e.g., PMI-ACP) are a plus. Technical Skills: Familiarity with Agile development tools (e.g., Jira, Azure DevOps). Basic understanding of software development principles Soft Skills: Excellent communication, facilitation, and interpersonal skills Strong problem-solving and conflict-resolution skills. Ability to influence and persuade others. Servant leadership mindset Experience: 3+ years of experience as a Scrum Master, preferably in a ServiceNow environment. Experience working with multiple Scrum teams simultaneously. Experience with ServiceNow modules such as CSM, ITSM, ITAM, EA, GRC, SecOps, and SPM. Certifications: Certified Scrum Master (CSM) or equivalent certification is required. Agile certifications (e.g., PMI-ACP) are a plus. Technical Skills: Familiarity with Agile development tools (e.g., Jira, Azure DevOps). Basic understanding of software development principles. Soft Skills: Excellent communication, facilitation, and interpersonal skills. Strong problem-solving and conflict-resolution skills. Ability to influence and persuade others. Servant leadership mindset. Why Join Us Be part of a dynamic and innovative team. Work on challenging and impactful projects that improve healthcare delivery. Opportunity to grow your skills and knowledge in ServiceNow and Agile methodologies. Competitive salary and benefits package.

Candidate should have good knowledge of managing wealth of HNI Clients. Should have knowledge of Insurance, Mutual Fund, Bonds , Equity and PMS. Individual Profile. Position is based at Ahmedabad, Vadodara & Surat.Excellent communication skill reqd.

Job Title: Family Office Asset Management Department: Asset Management Experience: 7-15 years Education : MBA/ MMS / PGDM(Tier 2/Tier 3 Candidates) Location: Delhi About the Role : This is a client-facing sales role in the Asset Management division where As a Family Office – Asset Management professional with our Client, you will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs. This role demands a deep understanding of equity markets, macro trends, and investment products like PMS and AIF. You will drive AUM growth by offering tailored solutions, backed by Client's strong research and client-centric philosophy, while upholding the highest standards of ethics and service excellence. Key Skills Required Functional: Asset Management / Private Wealth market intelligence. Strong understanding of Equities. Relationship with UHNI / CXO/ Family Office / Corporate Treasuries will be an added advantage. Behavioral: Consultative and collaborative approach. Presentation and communication skills. Proactive mindset and self - starter. Uphold high standards of ethics and integrity. Key Responsibilities Maintain a database of potential Family Office clients and their key advisors. Approach and onboard Treasury, HNW clients, Family Offices, Multi-family offices, RIAs and their advisors. Maintain and grow any existing relationships and build AUMs. Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. Understanding the client’s requirements & recommending the relevant product. Maintain the highest level of service and delivery to partners and clients.

Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service. Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements. Fully own the book, growth and customer service KPIs for mapped portfolio. Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements. Work with internal teams to drive on-ground innovation and bank's strategic initiatives. Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs. Enforce strict adherence to the bank's policies and regulatory compliance measures. Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines Age criteria : 28 Years max

Responsibilities: * Manage HNIs' portfolios through wealth management strategies * Acquire new clients through cold calling and cross selling techniques * Handle residential and property sales with channel sales expertise Sales incentives

Portfolio Management New client acquisition Financial Planning & Advisory services Manage client portfolios - insurance, mutual funds, hedge funds, real estate & fixed income Preferred- AFP / CFP / NISM XA – XB Contact (WHATSAP ONLY) - 9176975879

Focus on running all business channels through the Distributors, Independent Financial Advisors (IFAs), Banking Partners and direct customer’s segment. Handling Branch and leading the team.