7284 Portfolio Management Jobs - Page 22

SUMMARY About the Company: The client is the captive technology arm of a leading German-headquartered global insurance group. With a substantial international footprint, this financial services giant operates across more than 50 countries and employs a workforce exceeding 50,000 professionals. To deliver seamless IT solutions and support its extensive worldwide operations, the company established a dedicated technology hub in India, strategically located in Hiranandani Gardens, Powai, Mumbai. This center is crucial for the group's global technology strategy. Location: Mumbai Designation: Senior Portfolio Management Officer Experience: 5-8 Yrs Requirements Required Skills: 5 to 8 years of ove...

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

Role: Portfolio Manager – Sales (Dubai Real Estate) Exp: 1–2 yrs in Sales/Marketing/Insurance/Banking Skills: Negotiation, Client Handling, Communication Perks: Salary + Incentives Apply: hr@conquer.ae Contact: 7065212222 UAE | INDIA | UK

Job description Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth re...

Line of Service Advisory Industry/Sector Not Applicable Specialism SAP Management Level Senior Associate Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a SAP consulting generalist at PwC, you will focus on providing consulting services across various SAP applications to clients, analysing their needs, implementing...

Line of Service Advisory Industry/Sector Not Applicable Specialism SAP Management Level Senior Associate Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a SAP consulting generalist at PwC, you will focus on providing consulting services across various SAP applications to clients, analysing their needs, implementing...

Job description 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 ne...

Job Location: Pune Company description Ferrero is a family-owned company with a truly progressive and global outlook and iconic brands such as Nutella , Tic Tac , Ferrero Rocher , Raffaello , Kinder Bueno and Kinder Surprise . As the love for our brands continues to grow, so too does our global reach. Represented in more than 50 countries, with products sold in more than 170, the Ferrero Group is loved by generations around the world. The secret to our global success40,000 dedicated employees who celebrate care and quality to craft a business, careers and brands we are proud of. Join us, and you could be one of them. Diversity Statement Ferrero is committed to building a diverse and inclusiv...

Team Summary Visa Consulting and Analytics (VCA) drives tangible, impactful and financial results for Visa s network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management, marketing, operational and macroeconomics, Visa Consulting and Analytics solves the most strategic problems for our clients. The India & South Asia (InSA) Consulting Market team within Visa Consulting & Analytics provides consulting and solution services for Visa s largest issuers in India, Sri Lanka, Bangladesh, Nepal, Bhutan & Maldives. We apply deep expertise in the payments industry to provide solutions to assist clients with their ke...

What if companies had truly informed, engaged, and influential employees This is the challenge that Sociabble decided to take up in 2014, by launching an SAAS platform for Internal Communication , Employee Advocacy , and Employee Engagement . 11 years later, Sociabble is used in more than 180 countries, by companies such as Coca-Cola, Mars, Accor, EDF, Tata, Capgemini, Generali. International since day 1, the company has offices in Paris, Lyon, Boston and Mumbai. Sociabble was founded by two pioneers of the Internet, Jean-Louis B nard and Laurent Gauthier, entrepreneurs and investors for more than 25 years. By building the company, they were inspired by the best of U.S.-based SAAS platforms,...

About Retail Portfolio Management Group The RPMG department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others They also offer working capital loans and Business loans for Small Businesses and is also responsible for the Rural lending business of the bank About the Role The team is responsible for monitoring the portfolio for irregularities in various buckets and managing the receivables A Circle Portfolio Manager works closely with Circle Heads, Center Heads, RMs and analysts as a part of the collections process They monitor irregularities in various buckets like 0-30 DPD, 31 60DPD, 60-90DPD and 90+ and t...

RPMG: Portfolio Manager - Mortgage INTERNAL USAGE No of Vacancies Reports to Area Collections Manager Is a Team leader N Team Size Grade AM/DM Business Retail Banking Department Retail Portfolio Management Group Sub - Department Flows Location PAN India About Retail Portfolio Management Group The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank s retail receivables, with a sharp focus on loss containment , cost efficiency , and portfolio sustainability Through advanced analytics, technology-driven processes, and close collaboration with Credit, Risk, and Product teams, RPMG ensures risk-calibrated policy execution RPMG engages delinquent customers with mul...

Position: Relationship Manager ( Supply Chain Finance ) Location: Mumbai Years of experience Required: 4 to 9 years Qualification: Graduate/Postgraduate in Marketing/Finance Key Responsibilities:- Develop and managing a portfolio of SCF programs for clients, including large corporates and vendors/dealers. - Act as the primary point of contact for clients, owning the end-to-end lifecycle from sourcing to disbursement and monitoring. Vendor finance, Supply Chain Finance, Channel Finance. - Strong client sourcing and origination mindset including analytical mindset with proficiency in tools such as Excel, Power BI or similar are preferred. - Utilization management of the existing clients and ne...

Management Profile: Provider Management/Healthcare Purchasing Roles & Responsibilities: Tariff Negotiations and cost management Conducting surprise audits and checks of the claims and case to case negotiations Manage workload of both field and office effectively Experience in dealing with providers (Hospitals/Diagnostics & OPD Clinics) Understanding of Health Claims and claim related processes Good understanding of Health Insurance and related products Managing relationship with the providers Flexible to travel across locations based on the organizational requirements Managing internal (Claims Team, Sales and Central Teams and external stakeholders (Brokers, Channel partners & Corporates) Ma...

We are looking for a well experienced automation test engineer who can working in fast-paced environments, handling testing roles and responsibilities and scale up to the demands of agile project development. A strong testing team member with good appetite for understanding complex business practices and an interest and aptitude to come up with strong business scenarios and test cases / test scripts as well as learning across multiple roles and responsibilities. Job Responsibilities Will extensively work on investment banking portfolio management, trading, compliance, analytics in FI INDEX Senior Business analyst or QA Analyst with experience in implementing Charles River IMS and extensive a...

Date : 17th September(Wednesday) Time : 10:30am-1:00pm Location : HDFC Bank, Ground Floor, First floor, 302/30, Sanjay Colony, Medical Mod, Rohtak. Open Job Roles : Branch Manager, Teller/WD, PB Classic, PRM, IRM, Authorizer, BSM, CARM Job Description-PB Classic: 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 a...

Location: Juhu, Mumbai (Work from Office) Company: Jhaveri Steel Plates Private Limited Work Hours: 9:00 AM 6:00 PM (Monday to Friday) Weekends Off: Saturday & Sunday Salary: Up to 6 LPA (Negotiable based on experience & skill set) Role & Responsibilities Manage and track investment portfolios of the group and family members Conduct equity research and prepare investment reports Handle basic accounting and bookkeeping activities Perform regular reporting and reconciliation in Tally Coordinate with banks for financial transactions and related documentation Assist in audits, monthly/quarterly closure, and finalisation of accounts Maintain records, reconciliation, and accounting of investments ...

Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by bank. Required Candidate profile Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management.

RESPONSIBILITIES: Ensure productivity of sales team ABM, BSMs and SOs Effective communication of individual target and team target expectation to the team and plan accordingly Adherence of day wise sales plan for market activities, Ensuring regular follow up to track progress and take corrective action Ensuring proper planning and availability of resources in advance for all market activities (Door to Door marketing, Pamphlet distribution), coordinate with staff, ensuring all areas are covered Interact with branch operations team to check existing borrower (EB) customer calling for upselling Responsible for ME target for the region Ensure achievement of the assigned target & create healthy b...

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

This role will be part of the APAC Infrastructure leadership team, and will coordinate and execute capital planning for APAC; facilitate leadership meetings, oversee department projects and key initiatives, coordinate the department communications. This role will spend more than 50% of time on duties associated with management of a sizeable capital investment portfolio. Beyond capital management, this role focuses on ensuring effective and efficient execution of the APAC Infrastructure groups functions through support in planning and execution of complex initiatives involving multiple disciplines. Displays a balanced, cross-functional perspective, helping to improve efficiency, effectiveness...

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management

Head - Family Offices (South ) The purpose of this role is to develop and manage relationships with Family Offices, understand their financial/investment objectives & risk appetite, and recommend appropriate products. Primary Job Responsibilities: Define the sales strategy for the Family Office channel and achieve the established targets. Establish, grow, and manage investment relationships with Family Offices. Be the trusted investment advisor to the clients and deepen existing client relationships by providing appropriate investment advice and solutions. Acquire new clients through market intelligence & networking engagements. Share market updates and house views to clients on a timely bas...

Walk in Interviews -16th Sep 2025 - Retail Branch Banking - Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Preferred Relationship Managers 2. Personal Banker Classic & Sales 3. Personal Banker NRI 4. PB Teller Authorizers Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs an...

Role Overview: As a Product Manager - Rural Business Banking in the Retail Banking department, your role involves facilitating the product, process, and policy framework. You will work closely with all relevant stakeholders, such as Business, Risk, U/w, Ops, Collections, Compliance, IT, etc. Your responsibilities include designing new products, modifying existing programs, digitizing processes, simplifying processes, aligning policies with market requirements, and creating business-friendly processes to ease doing business. It is essential to engage with the frontend team for feedback and suggestions, impart training, share product and process knowledge with the business team, provide real-t...