10126 Portfolio Management Jobs - Page 22

Some Careers Have More Impact Than Others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Vice President- Finance Change Delivery Business: Finance Function Principal Responsibilities Take ownership of the end-to-end implementation plan and...

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadt...

Relationship Management profile involving acquiring, growing and deepening HNI / NRI customer relationships through effective portfolio management face of the Bank to the HNI / NRI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Grade : AM / DM /CM/ AVP Perks and benefits Best In Banking Industry* HR Shruti 7049895366

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset M...

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Coimbatore, Mettupalayam, Coonoor, Erode, Mettur, Gobi. Pollachi,Tiruppur, Tiruchengode, Ramanathapuram ctc - 2.5 to 5 lacs Experience in Mutual Fund required Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

Investment Analysis Conduct fundamental and quantitative research Portfolio Management Risk Management Asset valuation and analysis Recommend risk mitigation Wealth planning Valuation and Financial Modeling Required Candidate profile Passed CFA Chartered Financial Analyst , Level 1 and Level 2 Location Kolkata

Role & responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase...

Portfolio Relationship Manager (Real Estate / Asset Management) Location: Mumbai / Chennai / Hyderabad Employment type: Full-time About the role (one line) A leading real-estate & asset-management firm is seeking a seasoned Portfolio Relationship Manager to manage and grow property portfolios for HNI and institutional clients through strategic advisory and relationship leadership. Key responsibilities Own end-to-end relationship management for HNI/investor portfolios — advise on acquisitions, disposals, leasing and portfolio restructuring. Develop and present tailored asset strategies that optimize rental yield, capital appreciation and tax/regulatory outcomes. Build and maintain long-term, ...

Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Source potential customers from market and initiate relationship with them Understand needs of the prospects and propose solutions as offered by Sampadha Convert the leads (prospects) to customers and onboard to Client Database of Sampadha Maintain relationship with the customers for developing further network Take ethical decisions within the scope of responsibility, to suppo...

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

PCG CH Sales (Ahmedabad) Cluster Manager/Team Leader HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Team handling experience of atleast 6 peoples Cluster Managers with prior exper...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

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 Coimbatore Week off - Sunday

Roles and Responsibilities: It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably from BFSI/ NBFC Industry and Freshers are not eligible. Interested candidates can sen...

Platinum Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month.

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 an Underwriter for corporate finance business in the assigned area, your role involves supporting and co-partnering with business teams to manage end-to-end credit approval for the designated region. You will underwrite cases, present them to senior levels, and authorize deviations raised by underwriters in compliance with credit policy. Your responsibilities also include finalizing the review of credit memos, approving/declining files after checking for documentation requests, and approving all disbursement requests based on adherence to agreement value and full documentation attainment at the branch level. In this role, you will monitor and oversee PDD management, ensuring timely comple...

As a Sales Manager at Mintifi Finserve, you will play a crucial role in the company's growth by identifying and onboarding new clients, managing the existing portfolio, following up on collections, and maintaining strong customer relationships. If you are passionate about sales, eager to make a difference in the financial services industry, and possess the necessary qualifications, this opportunity is for you! **Key Responsibilities:** - Identify and onboard new clients - Manage the existing portfolio - Follow up on collections - Customer relationship management **Qualifications Required:** - Bachelor's degree or equivalent - Strong interpersonal skills - Ability to manage portfolios - Resul...

Role Overview: As a Credit Risk Analyst at Ecoteam Solar, you will play a crucial role in assessing and managing the credit risk of the company's portfolio. Your responsibilities will include conducting risk analysis, evaluating financial data, monitoring credit transactions, and preparing risk assessment reports. Working closely with the finance team, you will develop and implement credit strategies and policies to mitigate risk effectively. Key Responsibilities: - Conduct risk analysis to identify potential credit risks - Evaluate financial data to assess creditworthiness - Monitor credit transactions and identify irregularities - Prepare detailed risk assessment reports for management rev...

You are seeking a dedicated and experienced Branch Credit Manager to oversee and manage the Individual Loan (IL), Housing Loan, and MSME Loan portfolios at Premium finlease Pvt. Ltd in Haryana & UP. Your role will involve credit appraisal, underwriting, portfolio management, compliance with regulatory norms, and contributing to branch growth and profitability. **Key Responsibilities:** - Evaluate, appraise, and underwrite credit proposals for IL, Housing Loans, and MSME Loans. - Conduct thorough financial and risk assessments including analysis of credit reports, financial statements, collateral, and market conditions. - Make data-driven credit decisions in line with the company's risk appet...

As a candidate for this role, you will be responsible for the following key responsibilities: - Ensuring collection efficiency is achieved in a timely manner to meet targeted performance goals. - Implementing effective cost management strategies. - Understanding and managing a healthy portfolio to maintain business stability and growth.,