10126 Portfolio Management Jobs - Page 21

Role & responsibilities Job Roles and Responsibilities Relationship Manager wealth Client Relationship Management Build and maintain long-term, trusted relationships with Yes Premia clients. Act as the single point of contact for all banking and financial needs of high-net-worth individuals (HNIs). Ensure regular engagement with clients through meetings, calls, and digital interactions to understand evolving needs. Portfolio Management Manage a portfolio of premium clients with a focus on growing the relationship value. Monitor client portfolios and suggest adjustments based on market conditions, risk appetite, and financial goals. Conduct periodic portfolio reviews and performance tracking....

Job Description Summary We are seeking an exceptional PMO Leader to transform our project management capabilities and drive operational excellence across R&D organization. This strategic leadership role will establish world-class processes, tools, and methodologies that accelerate product development, improve R&D efficiency, and enable successful delivery of complex technology solutions. The ideal candidate combines deep project management expertise with a passion for continuous improvement and organizational transformation. Job Description Key Responsibilities Define and execute comprehensive PMO strategy aligned with business objectives and growth targets Establish PMO governance framework...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Job Description Relationship Officer (Wealth Management / DST Division) Role & Responsibilities: Engage with existing and potential clients to understand their financial goals and design suitable wealth management strategies. Acquire new clients through ethical and relationship-driven sales practices. Retain and grow client relationships through consistent follow-ups, financial reviews, and proactive service. Cross-sell multiple financial products including Mutual Funds, SIPs, Insurance (Life, Health & General), and goal-based investment solutions. Contribute to business growth through client referrals and innovative sales approaches. Ensure client satisfaction through transparency, professi...

As a Portfolio Executive, your role will involve keeping track of the portfolio for specific buckets in the assigned area and controlling delinquency on a bucket-wise and DPD wise basis, while also focusing on non-starters. You will be responsible for ensuring that customer files are updated with relevant information about their debt and that contact has been made at appropriate times. Additionally, you will work closely with the agency's tracing team to trace defaulters and assets, and suggest remedial courses of action. Your key responsibilities will include: - Identifying defaulting accounts and investigating the reasons for default, while maintaining a healthy relationship with the custo...

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

As a Global Data Center (GDC) Transformation Principal Specialist at NTT DATA, you will play a crucial role in identifying opportunities for improvement and implementing tools and technology enhancements within the global Data Center organization. You will work closely with the VP of GDC Transformation to drive strategic and transformational efforts across various regions, including America, Asia-Pacific, Europe/Middle East and Africa, and India. Your focus will be on leveraging technology and automation to streamline processes, enhance data management, and drive overall efficiency. **Key Responsibilities:** - Partner with the Global Transformation team to enable and modernize the organizati...

You are a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products. Your role involves developing and implementing customized financial plans for clients, focusing on equity, fixed income, and alternative investments. You will build and maintain strong client relationships by understanding their financial needs and providing regular portfolio updates. Providing strategic advice on stock market investments, including large-cap, growth, and undervalued stocks, is also part of your responsibilities. Additionally, staying updated on market trends, performing equity research, and assisting clients in making informed investment decisions a...

As an Executive at Matalia Stock Broking Pvt. Ltd., located in Rajkot, your role involves handling various financial products and services offered by the company. You will be responsible for executing trades in equities, derivatives, commodities, and currencies. Additionally, you will be managing mutual funds, IPOs, and portfolio management services while ensuring compliance with industry regulations. Key Responsibilities: - Execute trades in equities, derivatives, commodities, and currencies - Manage mutual funds, IPOs, and portfolio management services - Ensure strict adherence to compliance and industry regulations Qualifications: - Experience in equities, derivatives, commodities, and cu...

As a Senior Manager in MSME asset working capital accounts, your role involves handling a substantial portfolio of MSME clients with assets worth Rs 600 Cr. You will be responsible for growing the asset book by acquiring new MSME clients and nurturing relationships with existing clients. Your primary objective will be to generate revenue through credit and non-credit fee incomes from the portfolio. Key Responsibilities: - Monitor the financial health of the portfolio by ensuring pre and post disbursement compliances are maintained, and asset quality of borrowers is upheld. - Conduct daily interactions and meetings with various departments, clients, consultants, vendors, and channel partners ...

You will be responsible for the following key tasks: - Keeping track of the portfolio for specific buckets in the assigned area to control delinquency, both bucket-wise and DPD wise, and focusing on non-starters. - Ensuring that customer files are updated, recording contact times and dates, and noting information provided to customers regarding their debt. - Tracing defaulters and assets in coordination with the agency's tracing team and recommending remedial courses of action. - Identifying defaulting accounts, investigating reasons for default, and making efforts to maintain a healthy relationship with the customer. - Enlisting the support of sales and senior management when necessary to e...

As a Business Development and Financial Analyst, your role involves addressing HNI clients for their investment requirements. You will offer an exclusive product bouquet and superior service delivery to help clients achieve their short term and long term investment goals. This includes proper profiling and offering of Debt products, Structures, Equities, Mutual Funds, Fund based Real Estate products, and other Investment products. Key Responsibilities: - Address HNI clients for investment requirements through exclusive product bouquet and superior service delivery - Assist in achieving client's short term and long term investment goals via proper profiling and offering of financial products ...

As a Senior Investment Analyst / Investment Manager at our company, you will be responsible for specializing in private equity funds and M&A transactions. Your role will involve sourcing, evaluating, and executing investment opportunities with a focus on driving growth and value creation. You should possess a deep understanding of financial analysis, deal structuring, and strategic investments within the private equity and M&A space. Your track record in identifying high-value targets, leading due diligence efforts, and managing negotiations will be crucial for success in this role. Key Responsibilities: - Lead financial modeling, valuation, and comprehensive analysis of investment opportuni...

As a professional in this role, you will be responsible for various key accountabilities and responsibilities: - **Mergers & Acquisitions (M&A)** - Evaluate potential opportunities by conducting market intelligence and research for the USA and Europe Pharma Business. - Coordinate activities with internal and external stakeholders to drive strategic projects. - Provide support in M&A projects for potential business expansion opportunities for acquired assets. - Prepare and present periodic reports for the opportunities worked on. - **Strategy** - Utilize digital/technology platforms to create dashboards for management review. - Assist in preparing the future strategy for the organization in t...

As a Mortgage Underwriter at our company, your role will involve underwriting mortgage business and managing the portfolio in the assigned branch/location. You will play a crucial part in reviewing and assessing a broad range of complex loan applications, conducting personal discussions with customers to establish creditworthiness, and ensuring the completion of credit/KYC documents and verifications through telephonic, field, and collateral visits. Your core responsibilities will include: - Reviewing and assessing loan applications within defined guidelines and making decisions or recommendations for approval - Underwriting proposals according to policies and procedures to meet agreed SLAs ...

Job Description: As a Sales Manager-Gold Loan in the Rural Banking department, your role involves developing and nurturing relationships with Rural Banking accounts while delivering top-notch service to customers. Your primary focus will be on expanding the liabilities business in Rural markets through lead generation and account opening tailored to customer needs. Your key responsibilities include: - Building and growing the Gold loan Asset book to ensure both scale and quality within the branch. - Upholding excellent portfolio quality across all buckets. - Driving Gold loan canvassers to achieve a productivity target of Rs 10 Lakhs. - Identifying and engaging Gold loan Canvassers, along wi...

Role Overview: Indago Capital is seeking a full-time Associate based in Gurugram, responsible for financial analysis, due diligence, investment transaction execution, and portfolio management activities. As an Associate, you will be involved in analyzing financial data, drafting investment memos, monitoring portfolio performance, and conducting market research. Key Responsibilities: - Build and analyze asset-based and corporate financial models - Stratify and compute historical loan performance based on loan tapes - Draft investment memos and prepare due diligence checklists - Monitor and report on portfolio performance and asset management - Conduct market, borrower, and macroeconomic resea...

You are a Senior Banking Expert with extensive leadership experience in microfinance and rural banking. You will be joining an exclusive talent pool of highly skilled experts for upcoming projects across India. Your role will involve working with a global consulting firm to support a leading Indian financial institution in strengthening and scaling its micro-banking business. The aim of this initiative is to deepen financial inclusion while optimizing the operating model for long-term sustainability and growth. **Role & Responsibilities:** - Lead diagnostic assessments of the existing micro-banking operating model and recommend actionable improvements - Guide branch expansion, rural customer...

As a Relationship Manager you will be responsible for Acquisition and establishing a strong relationship with clients, ensuring their investment needs are met, and delivering outstanding customer service. you have to focus on Revenue generation too. Required Candidate profile Experience of New client acquisition with any Stock Broking Company and revenue generation . cross selling of PMS , AIF , Mutual funds ,Unlisted Shares, LI, GI and other financial products is Reqd.

As a Senior Manager-ECommerce at Physicswallah Limited, you will be responsible for driving the category strategy and planning, product and portfolio management, business and financial ownership, cross-functional leadership, and customer & market insights. Your key responsibilities will include: - Developing and owning the vision, roadmap, and strategy for the category in alignment with overall business goals. - Conducting in-depth market research and competitor benchmarking to identify trends, market gaps, and growth opportunities. - Defining the optimal product mix and pricing strategies across sub-categories such as STEM kits, DIY kits, and educational toys. - Collaborating with product, ...

Primary Details Time Type: Full time Worker Type: Employee To develop and manage a profitable business portfolio under the specified insurance class according to the Company's guidelines and delegated authorities. Primary Responsibilities Strategy and Planning Execute operational objectives and the business plan for the underwriting function Review existing portfolios / accounts and recommend strategies for profitable growth Develop product plans, operating budgets and initiatives to ensure profitable growth and increased market share Support and develop product strategy and individual product strategies Policy, Process and Procedures Underwrite complex risks in accordance with defined limit...

ey Responsibilities Credit Assessment and Underwriting: Evaluate the creditworthiness of potential and existing customers (suppliers, distributors, etc.) applying for supply chain finance solutions. This includes: Analyzing financial statements, cash flows, and bank statements to determine risk profiles. Conducting thorough due diligence, including business and industry risk analysis. Approving, rejecting, or modifying credit applications within established limits and policy guidelines. Policy Implementation and Compliance: Implement and administer credit policies for the supply chain finance division across the assigned area. Ensure all activities adhere to company policies, industry standa...

Currently we are hiring Corporate Strategy - Manager for NBFC Industry. Role: Manager / Sr. Manager Corporate Strategy Location: Mumbai About company: It's a leading diversified NBFC headquartered in Mumbai, offering financial solutions across MSME, affordable housing, and construction finance segments. The company focuses on driving financial inclusion, supporting entrepreneurship, and promoting sustainable growth through strong governance and a customer-first approach. Key Responsibilities Monitor the credit portfolio to identify early signs of risk through effective credit monitoring and Early Warning Systems ( EWS ). Track overdue loans, delinquencies , and potential Non-Performing Asset...

Manager role: Recruit, train & guide advisors to achieve financial goals. Provide strategic advice, ensure profitability & client satisfaction. Growth to Branch Manager within 12 months. Location: Kolkata, Park Street.

We are looking for a freelance expert in trading and investment markets who can collaborate with our content and media team to design engaging, structured learning content and educational/practical demo videos. Key Responsibilities Develop and structure course content, modules, and lesson plans for the above four levels. Create educational and practical video scripts explaining key concepts and real-market strategies. Record or present demo/practical trading videos. Collaborate with our instructional design and media teams to ensure accuracy and engagement. Ensure all content aligns with professional trading and investment standards. Review and validate the final course flow and learner outc...