3558 Portfolio Management Jobs - Page 23

Project description We are looking for a highly experienced Triple A Plus (TAP) Core Expert to join our Wealth team. The ideal candidate will have 912 years of experience implementing, configuring, and supporting Temenos WealthSuite Front Office (Triple A Plus) solutions. This role requires deep functional and technical expertise across portfolio management, client advisory workflows, discretionary/mandate services, and integration with core banking or digital channels. Responsibilities Act as a subject matter expert for Temenos Triple A Plus (TAP) solution within wealth management transformation programs. Lead the design, configuration, and implementation of portfolio management and advisory services using TAP. Customize and optimize TAP components such as Portfolio Modelling, Performance Analytics, Risk Profiling, Order Management, and Client Book. Work closely with Relationship Managers, Product Owners, and Business Analysts to gather requirements and translate them into TAP configurations or customizations. Develop and maintain business rules, screens, workflows, and scripts within the TAP Studio environment. Integrate TAP with core banking systems (e.g., T24/Transact), CRM, reporting engines, and digital front ends using APIs or messaging frameworks. Support system upgrades, patching, and UAT activities, ensuring minimal business disruption. Troubleshoot and resolve functional and technical issues in TAP, ensuring high availability and performance. Provide training and documentation for business and IT teams. Stay abreast of Temenos roadmap developments in WealthSuite and suggest improvements or innovations. Skills Must have 912 years of experience working with Temenos Triple A Plus (TAP) in wealth or private banking environments. Strong functional understanding of wealth management, investment products, client risk profiling, mandates, discretionary services, and portfolio lifecycle. Technical proficiency in TAP Studio, business rule engines, UI configuration, and script development. Experience with TAP modules like Model Portfolio Management, Rebalancing, Compliance Checks, Simulation, Order Workflow, etc. Knowledge of TAP integration models, including OFS, Web Services, REST APIs, or message queues. Familiarity with TAP data model, versioning, and environment management. Exposure to TAP-T24 integration and understanding of underlying data synchronization. Experience supporting production systems, debugging issues, and engaging with Temenos support teams. Strong documentation, communication, and stakeholder engagement skills. Nice to have Temenos certification in Triple A Plus / WealthSuite Front Office. Experience with Temenos WealthSuite deployments on Temenos Infinity or cloud-native environments. Background in private banking or HNW client segments is a plus. Understanding of regulatory reporting, ESG investing, or MiFID II compliance within wealth platforms.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. 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 clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com Contact Person : Pawan Kumar Prasad

Detailed job description - Skill Set: Technically strong hands-on Self-driven Good client communication skills Able to work independently and good team player Flexible to work in PST hour(overlap for some hours) Past development experience for Cisco client is preferred.

Detailed job description - Skill Set: Technically strong hands-on Self-driven Good client communication skills Able to work independently and good team player Flexible to work in PST hour(overlap for some hours) Past development experience for Cisco client is preferred.

The Amherst Groups companies are comprised of leading real estate investment and advisory firms with a mission to transform the way real estate is owned, financed and managed. Amherst leverages its proprietary data, analytics, technology, and decades of experience to seek solutions for a fragmented, slow-to-evolve real estate ecosystem and to materially improve the experience for residents, buyers, sellers, communities, and investors. Today Amherst has over 1000 employees and $14.1 billion in assets under management. Over the past decade, Amherst has scaled its platform to become one of the largest operators of single-family assets and has acquired, renovated, and leased more than 46,000 homes across 32 markets in the U.S. The firm delivers customized, stabilized cash-flowing portfolios of assets to its investors, wrapped in all the ongoing services required to manage, own, and finance the asset including property management, portfolio management, and a full capital markets team. In addition to its single-family rental platform, Amherst s debt business pursues two distinct credit strategies in mortgage-backed securities and commercial real estate lending. Over its 25-year history, Amherst has developed a deep bench of research and technology talent, and leverages data and analytics at every stage in the asset lifecycle to improve operations and preserve long-term value for our investors and the more than 188,000 residents the firm has served. Assist Senior Portfolio Managers in the US to maintain and improve upon complex portfolio investment and fund-level models. Build and maintain portfolio / financial models including cash flow projections, fund-level waterfalls, and IRR calculations, DCF and NPV valuations . Responsible for PM Investor Relations Reporting. This includes preparation of fund operational reports and any modifications for our Single-Family Residential Joint Ventures with our strategic investors on a weekly, monthly, and quarterly cadence ensuring timeliness and accuracy. Maintain an accurate inventory of fund operational reports and any modifications across all investment strategies for our SFR JV investors . Work with the Manager based in Austin, TX to evaluate and clarify investor requests. Offer alternative solutions and perform a deep dive into operational metrics when applicable . Responsible for monitoring the performance of operational reports and taking corrective action to optimize or improve the reporting process when necessary. Identify data discrepancies within the weekly, monthly, and quarterly operational reports and communicate corrective solutions. Support certain PM and Investor Reporting team members based in Austin, Texas. This may include additional reporting asks , or special projects that will build on your understanding of the SFR business . Desired Skills/Qualifications: Education : Bachelor s degree and MBA/ CA/ CFA with financial markets understanding a plus Experience : 1- 4 years of prior experience in Financial Services and/or Real Estate firm preferred . Highly analytical mindset . Technical : Advanced skills in MS Office Excel and PowerPoint. Prior experience in using Yardi, Tableau, and SQL preferred. Time Management : Proven ability to manage multiple simultaneous projects and meet deadlines in a fast-paced environment. Must react quickly to requests with a sense of urgency. S oft Skills: Strong problem-solving and critical-thinking abilities. Excellent communication and presentation skills. Ability to work independently and as part of a team. Attention to detail and the ability to work with complex data sets. Qualifying candidates may be asked to complete an excel based Portfolio modeling test and data visualization personality tests. Our full-time employee benefits include: A competitive compensation package, annual bonus, 401k match Flexible PTO including 7 paid holidays, 1 floating holiday, and 1 volunteer day Employer-paid benefits (medical, dental, vision, health savings account) Professional career development and reimbursement Up to 16 weeks paid maternity leave; up to 4 weeks of paid parental leave Backup childcare offered through Bright Horizons Amherst is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status, and encourage all applicants to apply.

: Job Title DWS Risk Manager - Investment Risk Models, AVP LocationPune, India Role Description Today, markets face a whole new set of pressures but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. Were looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. Thats why we are Investors for a new now. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients financial future. And in return, well give you the support and platform to develop new skills, make an impact and work alongside some of the industrys greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. About DWS Investment Risk The Chief Risk Office within DWS is an independent function responsible for protecting the business as well as being a trusted adviser and partner for supporting sustainable business growth. As part of the Chief Risk Office, the Investment Risk team is in charge of independent oversight of investment risk of DWS fiduciary portfolios. In this role, it designs and executes the risk programs to identify, measure, control and manage market, liquidity, sustainability, and counterparty risk of fiduciary portfolios. This includes the regular monitoring, analysis, and reporting of risk to portfolio management and DWS management boards. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Develop, test, and document both in-house and vendor-provided models for DWS Design and implement compensating controls to address identified model weaknesses Maintain and enhance existing risk models to deliver high-quality analytics and insights for the Investment and Product Divisions Coordinate and document model development activities, including new releases and updates, in collaboration with model vendors and key stakeholders such as the Investment Divisions and Model Validation team Contribute to the development and continuous improvement of the Model Risk Program for Investment Risk in liquid products, including the creation of global processes and procedures to ensure robust model risk governance Your skills and experience Masters degree in mathematics, Statistics, Quantitative Finance, Physics, or a related field; PhD is a plus Minimum of 5 years of proven experience in the financial industry, ideally in Model Development, Model Validation, Valuation, Risk Management, or Portfolio Management Demonstrated expertise in developing and applying analytical models for financial instruments Familiarity with regulatory frameworks related to model risk in the asset management industry is a plus Strong understanding of liquidity risk models as well as market risk models such as Value at Risk (VaR) and Stress Testing Proficient in programming languages such as Python, MATLAB, or R, and experienced with databases (SQL) Prior experience with BlackRock Solutions Aladdin is preferred Excellent verbal and written communication skills, with the ability to proactively and effectively communicate with management Proactive mindset with a focus on process improvement and innovative solution development Strong organizational skills and the ability to manage multiple priorities effectively How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

Role & responsibilities To understand the financial need of the clients and to provide them financial products to meet their financial needs. To handle wealth advisory by evaluating the risk appetitive of the client. Responsible for client management and new client onboarding. To manage the client retention through catering to client satisfaction. Preferred candidate profile CA Inter or CMA Inter Must be Graduate (B.Com/BBA) Perks and benefits

Job Title: Senior Manager - IT Job Grade: G9 A Function: IT Sub-function: EM IT Manager s Job Title: GM - EM IT Head Skip Level Manager s Title: Function Head Title: CIO Location: Mumbai Job Summary Desired Skills & Experience 8+ years of experience in IT program and portfolio management. Experience within the pharmaceutical or life sciences industry would be a plus. Demonstrated experience managing complex and large value programs with cross-functional teams. Understanding of compliance requirements in a pharma environment (e. g Data Policies, etc. ). Experience with digital transformation, ERP, CRM deployments, other complex projects. Familiarity with Agile methodologies and hybrid project management approaches. Excellent interpersonal, communication, and stakeholder management skills. Proficiency with project portfolio tools (e. g. , Zoho, MS Project Online, Asana, etc. ). Ability to multitask and manage multiple deliverables and projects at the same time. Ability to understand business processes from a customer perspective. Ability to work in a team environment, effectively interacting with others. Must be result oriented, and demonstrate adaptability, flexibility and resourcefulness. Areas Of Responsibility Roles & Responsibilities Manage the overall IT project and program portfolio across business units including Commercial, Finance, Supply Chain, HR, R&D, Manufacturing, Quality and Corporate. Define and maintain portfolio governance frameworks aligned with business goals. Lead large-scale IT programs ensuring timelines, budgets, and compliance requirements are met. Drive cross-functional coordination between IT, business stakeholders, vendors, and regulatory bodies. Champion change management and stakeholder engagement. Track and mitigate risks, manage budgets, and support business case development. Identify, interpret and document customer requirements. Facilitate workshops to collect business requirements. Facilitate mapping client business requirements, processes and objectives. Identify gaps, issues and work around solutions. Provide consulting services on both new implementations and existing support projects. Act as a liaison between the business functions and the technical team. Work self-directed and independently; act as subject matter expert/mentor to more junior members. Travel Estimate Travel as per project requirement Job Scope Internal Interactions (within the organization) Cross-functional business heads in Commercial, R&D, Supply chain, Finance, HR, Procurement, Manufacturing, Regulatory and Quality. Coordination with global IT leadership, security, compliance, enterprise applications and infrastructure teams. External Interactions (outside the organization) Engagement with external vendors, implementation partners, and regulatory consultants (e. g. , SAP, Deloitte, PwC, IBM) . Geographical Scope All Emerging Markets Financial Accountability (cost/revenue with exclusive authority) NA Job Requirements Educational Qualification BE/ BTECH/BCOM/MBA Specific Certification PMP Certification would be an advantage Skills IT Program and Portfolio Management, Stakeholder Communication, Agile & Project Management, Vendor Management, Change Management Experience Min. 8 years of experience in business/customer facing roles

About Wholesale Banking Coverage Group The Wholesale Banking Coverage Group (WBCG) focusses on doing business with customers such as the Government, Strategic, large and mid-corporates and the SMEs across industries like Infrastructure, Engineering, Chemicals, Oil and Gas, Metals, textiles etc. The Corporate lending business emphasizes on doing business with higher rated corporates with a focus on garnering a higher share of the cash flows by providing working capital facilities. About the Role The Relationship Manager is responsible for scoping of the area sales and operations and implementing strategies to increase productivity and performance levels in order to achieve the Circle s financial targets. They are responsible for ensuring the smooth functioning of the daily operations and compliance with the rules and regulations set as per banking norms for Government clients/ Departments. The role involves relationship management with the key account holders of the Bank to ensure deepening of accounts and thus generating revenue. Key Responsibilities Source new customers to generate revenue for fund Based and non-fund based products and increase customer base Strengthen relationship with existing customer base so as to generate sustained business and identify opportunities for cross sell. Ensure prudent portfolio management and diversification of risk in partnership with the Credit Team to achieve portfolio quality Ensure implementation of due processes, guidelines and Bank s code of conduct in all transactions, sanctions, disbursals and post disbursal activities. Review daily/ periodic reports with a view to identify business opportunities, act upon early warning signals highlighted by the central teams, implement exit plan for stress accounts Provide feedback to Risk Management/ Product Policy / Process Monitoring Teams for streamlining the processes to ensure TAT reduction, Risk Diversification and Inclusive policy. Ensure Product Per Customer (PPC) growth in the allocated portfolio in the defined set of products Ensure prudent implementation of Digital initialization taken by the Bank in alignment with the GoI/ GoM initiatives by critically analyzing the cost benefit to the bank. Ensure replication of Centrally Sponsored Schemes (CSS) and State Sponsored Schemes (SSS) across given portfolio. Ensure throughput of CDBT and GST taxes from given portfolio and assist the Nodal officer as and when required. Review existing portfolio and constantly updating of Re-KYC, PAN nos and Covenant compliance as per the Banking standards Qualifications Graduation/ Post- Graduation (MBA preferred) from a recognized institute Role Proficiencies Knowledge of banking CMS/ Sector Specific/ Customized Banking applications/ products and services Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the Regional language Ability to manage complex client situations Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment Ability to handle pressure and meet deadlines

Hi, We are hiring - Fintech startup. HSR Layout, Free lunch daily for our employees. 2 Saturday's and all Sunday's off. Role Overview We are seeking a proactive and relationship-oriented Relationship Manager to join our team. The primary focus of this role is to manage a set of distributors, drive business growth, and ensure long-term partnerships while providing exceptional support to both distributors and their customers. Key Responsibilities and Accountabilities (KRAs) Distributor Management Manage a portfolio of assigned distributors Push distributors to achieve business targets and grow their loan against mutual funds portfolio Build and maintain long-term relationships with distributors Conduct regular meetings and check-ins to understand distributor needs and challenges Business Development Encourage and motivate distributors to increase their loan against mutual funds business Identify and capitalize on growth opportunities within the distributor network Collaborate with distributors to develop strategies for expanding their customer base Problem Solving and Support Act as the primary point of contact for distributors and their customers Promptly address and resolve issues faced by distributors and their customers Escalate complex problems to appropriate internal teams and follow up until resolution Distributor Education and Enablement Guide distributors on how to enable their customer base to take loans against mutual funds instantly Provide training and resources to help distributors understand Volt Money's products and processes Share best practices and success stories to inspire and educate distributors Reporting and Analysis Maintain accurate records of distributor performance and interactions Prepare and present regular reports on distributor business growth and relationship status Analyze trends and provide insights to improve distributor performance and satisfaction Qualifications and Skills Bachelor's degree in Business, Finance, or a related field 3+ years of experience in relationship management, preferably in the financial services sector Strong understanding of mutual funds and loan products, especially loans against mutual funds Excellent communication and interpersonal skills Proven track record in managing business relationships and driving growth Strong problem-solving and analytical skills Proficiency in MS Excel and CRM software Join us in our mission to transform financial accessibility and create exceptional experiences for our customers and distributors. Apply now and be a key player in company journey to redefine secured lending in India! Please call us on 8919869111 (Srikanth) & 6302074876 (Swetha) Email : Sriknath.xms@gmail.com

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through effective sales strategies. Identify potential HNI prospects, conduct research on their financial goals and objectives, and develop tailored solutions to meet their needs. Provide wealth management services such as portfolio management, private banking, real estate marketing, relationship management, and ultra-high net worth client handling. Develop strong relationships with HNIs by understanding their preferences, providing exceptional customer service, and offering personalized investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to high-net-worth clients. Desired Candidate Profile 5-10 years of experience in HNI Client Handling, Acquisition & Sales or related fields like Wealth Management or Private Banking. Strong knowledge of Real Estate Marketing and Sales is an added advantage. Excellent communication skills for building strong relationships with HNIs. Ability to work independently as well as part of a team towards achieving common goals.

Role & responsibilities To understand the financial need of the clients and to provide them financial products to meet their financial needs. To handle wealth advisory by evaluating the risk appetitive of the client. Responsible for client management and new client onboarding. To manage the client retention through catering to client satisfaction. Preferred candidate profile CA Inter or CMA Inter Must be Graduate (B.Com/BBA) Perks and benefits

Responsibilities: * Manage client relationships & portfolios * Collaborate with wealth management team * Achieve revenue targets through mutual fund sales * Promote financial products & investments * Report on market trends & risks

Roles and Responsibilities Starting with a 1 Month Potential Demonstration and backed by a comprehensive training, you will be absorbed as a Portfolio Manager post stipend period. You will learn to do Portfolio Analysis and Construction, Asset Management , Sector and Indices Watch leading to effective Portfolio Management for the clients assigned to you. You will be coached to conduct Financial research and analysis to manage the Portfolios and help the team provide superior returns. As a fast moving well established Indian Financial Services organisation, GREAT EASTERN looks forward to honesty, accuracy of data submitted and timeliness of reports as key enablers. Kindly note we are not an Accounts and Finance Company but a Financial Planning Organisation and this is a Direct Placement with the Company. Please do read Desired Candidate Profile before applying. Required Candidate profile GREAT EASTERN is a Fee based Financial Planner and is looking for fresh Commerce/Eco/BBA DU graduates with high academic record for immediate joining. You should be interested in kick starting a career in Financial Markets and Investment Banking for their back end office operations at Gurgaon. As Portfolio Managers for all asset classes, the role of a Financial Analyst is to undergo an exhaustive training and learn to do Portfolio Analysis and Construction, Portfolio Management, Asset Rebalancing. An above average academic record, analytical and curious mind along with com-skills would be an added plus. We are not a BPO/KPO , work 9-6 PM, 5 days a week and are close to IFFCO Chowk Metro Station ( we do not offer cab facility ). This is not a Sales job and there are no Sales Targets neither any kind of voice calling but pure research and portfolio management. Calling our office will disqualify you immediately and you are requested to apply online. You will find it easier to apply from a desktop and not a mobile phone. Perks and Benefits INR 3,75,000 P.A. ( CTC) , Performance Linked Incentives, PF, Gratuity, Group Life, Group Medical, Group Personal Accident and rest of perks as standard and HR Policy. The same follows after 1 Month Training Stipend of Rs 10000 flat.

Roles and Responsibilities: Loan Application Review : Evaluate and review mortgage loan applications to assess the creditworthiness and risk associated with the borrower. Ensure that applications meet both regulatory and company guidelines. Risk Assessment : Analyze financial documents, credit reports, appraisals, property valuations, and income verification to determine the risk associated with a mortgage application. Decision-Making : Approve, deny, or recommend modifications for mortgage loans based on underwriting guidelines and financial data, ensuring compliance with internal policies and external regulations. Compliance & Regulatory Knowledge : Ensure that all underwriting decisions comply with regulatory requirements, including federal, state, and local laws (e.g., RESPA, TILA, TRID, and HMDA). Documentation Management : Review borrower documents, such as income statements, tax returns, bank statements, and credit reports, to verify their authenticity and accuracy. Communication with Clients & Brokers : Liaise with loan officers, brokers, and other stakeholders to clarify loan requirements, resolve discrepancies, and communicate the status of the underwriting process. Appraisal & Title Review : Review property appraisals and title reports to ensure they are accurate and align with the mortgage loan requirements. Debt-to-Income & Loan-to-Value Ratio Evaluation : Assess the borrower's debt-to-income (DTI) ratio and loan-to-value (LTV) ratio to determine the overall risk of the loan. Automated Underwriting Systems : Utilize automated underwriting systems (AUS) like Fannie Mae, Freddie Mac, or proprietary systems to assess loan eligibility. Portfolio Management : Monitor and assess loan portfolios, flagging any concerns or potential risks in the loan book. File Documentation & Record Keeping : Ensure all loan files are complete, organized, and compliant with underwriting guidelines, maintaining clear and accurate records for audit and review purposes. Escalations and Special Requests : Handle complex, high-risk, or non-standard loan scenarios by escalating to senior underwriters or management for further review and final decision-making. Quality Assurance : Conduct post-closing reviews and audits of loan files to ensure compliance with all underwriting standards and identify areas for improvement. Collaboration with Other Teams : Work closely with loan processors, closers, and other departments to resolve issues that may arise during the underwriting process and ensure smooth loan closures. Skills and Qualifications: Strong Analytical Skills : Ability to assess financial documents, risk factors, and make data-driven decisions based on an applicant's ability to repay the mortgage. Attention to Detail : Ensure accuracy in the review of financial statements, credit reports, appraisals, and other key loan documents. Knowledge of Mortgage Products : Understanding of various mortgage products (conventional, FHA, VA, USDA) and underwriting guidelines for each. Regulatory Knowledge : In-depth knowledge of industry regulations, such as TRID , HMDA , TILA , RESPA , and Dodd-Frank Act , as well as state-specific mortgage laws. Communication Skills : Excellent verbal and written communication skills to interact with clients, brokers, and internal teams effectively. Problem-Solving : Ability to identify issues in loan files and propose solutions to resolve them efficiently. Decision-Making Ability : Strong ability to make quick and sound decisions regarding loan approval, denial, or modifications. Time Management : Ability to manage multiple loan applications and tasks while adhering to deadlines. Customer Service Orientation : Maintain professionalism when dealing with applicants, brokers, and other stakeholders to ensure a smooth experience. Technical Proficiency : Familiarity with underwriting software (e.g., Encompass, Calyx, Lending QB), automated underwriting systems (e.g., DU/DO), and MS Office Suite (Word, Excel, Outlook). Risk Management : Ability to balance risk with company profitability and ensure loans are underwritten in a way that minimizes defaults.

As an HNI Client Relationship and Portfolio Management professional, you will be responsible for building and maintaining relationships with High Net Worth Individuals (HNIs) to understand their financial goals and provide them with personalized investment solutions. You will leverage your expertise in portfolio management to create tailored investment strategies that align with the clients" objectives and risk profile. Your role will involve conducting in-depth financial analysis, market research, and asset allocation to optimize the performance of clients" portfolios. You will work closely with a team of financial experts to monitor market trends, assess investment opportunities, and make informed recommendations to enhance the clients" wealth management strategies. In addition to managing portfolios, you will act as a trusted advisor to HNI clients, offering guidance on wealth preservation, asset diversification, and estate planning. Your ability to communicate complex financial concepts in a clear and concise manner will be crucial in building long-lasting relationships and earning the clients" trust. The ideal candidate for this position will have a strong background in finance, investment management, and client relationship management. You should possess excellent analytical skills, attention to detail, and a deep understanding of financial markets. A proven track record of successfully managing HNI portfolios and delivering superior investment results will be highly valued. If you are passionate about working with HNI clients, thrive in a dynamic and fast-paced environment, and have a genuine interest in helping individuals achieve their financial goals, we invite you to join our team as an HNI Client Relationship and Portfolio Management professional.,

You will be part of the Saudi Agricultural and Livestock Investment Company (SALIC), a Saudi joint-stock company established to achieve food security goals. Your role will involve understanding and managing the Front application flows for Deal Flow, eFront Invest, and Portfolio Management. You will be responsible for eFront Report Development, Form Customization, and enhancing the eFront database structure. Your tasks will include eFront configuration, workflow changes, and adding new fields as required. You should have a good grasp of business flows related to Deal Flow, Investment, and Profile Management. Strong analytical skills, attention to detail, and critical thinking will be essential for this role. Your ability to analyze data within eFront Invest, elicit requirements effectively, and communicate with clients will be crucial. You should possess strong collaboration skills to work effectively with the team. Preference will be given to candidates with a notice period of fewer than 30 days. Join us in contributing to the food security strategy by participating in investment activities both within and outside the Kingdom of Saudi Arabia through subsidiary companies and partnerships at national, regional, and international levels.,

As a Credit Analyst, your primary responsibility will be to prepare and amend notes and financial models with accurate information obtained from various sources such as the business team, public domain, and other resources. You will be tasked with preparing credit notes that include detailed transaction structuring and assessment, focusing on the assessment of the sought credit facility. Regular interaction with collections and sales teams will be required to track delinquencies and study delinquent cases to derive insights and share learnings with the team. Meeting with retail and strategic customers at regular intervals to gain an understanding of various industries and markets will also be part of your role. You will be responsible for pre-approving and rating clients with exposure exceeding Rs 500L, conducting regular training sessions for sales, channel partners, and field sales staff on product policies and processes. Additionally, you will oversee the control and monitoring of post-disbursement documents through interactions with sales teams and customers. Managing the portfolio to ensure the quality of documentation, post-disbursal documents, and delinquency levels meet the required standards will be crucial. Collaborating on projects and process improvements, critically evaluating transaction risks, business and financial risks, and identifying associated risks to mitigate against them will also be key responsibilities. Performing detailed financial analysis, preparing credit notes with transaction structure views, and conducting thorough financial appraisals covering business models, working capital cycles, and profitability are essential aspects of the role. Developing market intelligence by engaging with individuals in other banks and financial institutions, identifying automation opportunities, and maintaining the quality of credit underwriting will also be part of your duties. You will need to raise early warning signals for stressed accounts, ensure minimal audit queries are addressed within prescribed timelines, and possess market knowledge of CE/CV market practices. Active involvement in customer visits and providing regular market intelligence reports will be expected. Qualifications: - Minimum Degree: MBA/PGDBA/PGPM/CA or Equivalent.,

As a Relationship Manager in the Large Liability Group within TBG - Wholesale Banking, your primary responsibility will be to directly manage a portfolio of Large Liability Clients. You will be tasked with sourcing New to Bank (NTB) liability customers for the bank and evaluating limited credit requirements for generating liability. Throughout the life cycle of clients, you will be responsible for managing the credit exposure effectively. Your key roles and responsibilities will include originating NTBs accounts, managing a portfolio of large Liability Group clients, and developing a large liability strategy for a specific city or region. You will be required to target top clients in the coverage geography, convert them, and originate various transactions such as CMS/Trade Processing/FX/Supply Chain Finance from Cash Rich Corporate clients. Furthermore, you will onboard clients with a solutions-based approach and co-create unique solutions where necessary. Additionally, you will be responsible for building Liquid Asset or limited Lending, including writing credit assessment memos and monitoring the same. It will also be your role to build and manage relationships with clients, increase CA balances, term deposits, CMS/Trade/FX throughputs, and maximize revenues from these services. Cross-selling other bank products like salary and wealth management to maximize share of wallet will also be part of your responsibilities. To achieve these objectives successfully, you are expected to collaborate with various Product Sales Managers, Credit Managers, and Implementation teams across all banking products. The ideal candidate for this position should have a Graduation degree in any discipline and a Post-graduation degree in any field. Additionally, you should possess 5 to 10 years of relevant experience in a similar role.,

As a CIB Portfolio Management Manager at Wells Fargo, you will have the opportunity to manage and develop a team to provide portfolio management and underwriting support to the entire industry. Your responsibilities will include engaging with coverage officers and relationship managers to lead the credit approval process, identifying industry trends and managing risks and opportunities, making decisions regarding underwriting and relationship management strategies, interpreting policies for compliance requirements, and collaborating with various stakeholders to support the industry team. To be successful in this role, you should have at least 4+ years of CIB Portfolio Management experience and 2+ years of leadership experience. A degree in B. Com or equivalent along with an MBA in Finance, CFA, or CA is desired. You should possess strong functional experience in asset classes, credit analysis, underwriting, ratings analysis, portfolio management, debt research, corporate and structured finance. Additionally, expertise in financial statements, accounting policies, and strong communication skills are essential. Your job expectations will include providing expertise and coverage for supporting and growing the entire CDF business, collaborating with leadership teams, identifying industry trends, making timely decisions, leading transformation projects, talent acquisition and retention, and driving risk and governance initiatives. This role requires you to work in a fast-paced environment, independently and as part of a team, with flexibility to work in EMEA/partial US shifts as per business requirements. Your focus will be on ensuring an effective delivery and value-growth of the India CDF team while adhering to company policies, procedures, and ethical standards. If you are a motivated self-starter with strong interpersonal and leadership skills, and the ability to multitask across multiple deliverables, this role as a CIB Portfolio Management Manager at Wells Fargo may be the perfect fit for you.,

Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams to achieve branch targets for portfolio management, sales, and cross-selling. Looking for candidates with 1+ years of work experience in banking, NBFC's or other financial institutions. We are currently looking for dynamic professionals for the following roles: 1) Personal Banker Sales 2) Personal Banker Classic 3) Relationship Managers 4) Branch Managers 5) Authorizers Also, pass on this information to your friends and help them find a good opportunity! Walk In Drive details are appended below: Venue - HDFC Bank Ltd, 07th Floor, Spencer Plaza, No.768 & 769, Anna Salai, Mount Road, Chennai - 600002. Date & Time - 19th July 2025, Saturday - 10 AM to 3 PM Point Of Contact - Sai Naaresh || sai.naaresh1@hdfcbank.com

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Coordinator In this role, you will: Review complex credit information of loans for companies and industries Provide support to the Commercial Banking Portfolio Management team and more experienced individuals in the credit approval process Perform complex credit investigations on companies and industries Utilize knowledge and interpretation of procedures to direct less experienced individuals Interact with immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits Required Qualifications: 4+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Analytical bent of mind and ability to draw pattern from discrete set of data. Good knowledge with excel skills with ability to develop and comprehend complex function and macros. Excellent communication skills, with good comprehension and business writing skills. Work on the activities related to Regulatory Reporting, using the financial metrics, debt schedule, WFCC and discounted cash flows. Portfolio support activities Knowledge on C&I, CRE and Leverage Lending loans Experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Degree/Masters in accounting, Finance, Economics or CA Inter. Any professional certification in Finance/Accounting/Economics would be a plus Certification in VBA/Advanced Excel would be a plus Should have 4+ years of work experience. Responsibilities Responsibility includes, but not limited to: Review, analysis and delivery of financial statement transactions and positions based on internal controls and industry standards. Knowledge in Credit Analysis, US GAAP,10K & 10Qs. Good knowledge on GAAP Accounting International Financial Reporting Standards. Well versed with EBITDA calculation, credit structuring, WACC & DCF. Financial spreading work & ratio analysis. Independently identifies issues and implements resolutions; may assist other team members with issues As a subject matter expert, provides work direction and training to co-workers regarding processes. Strong analytical, research, Strong business writing skills and problem solving skills. Participates in process meetings and interacts on a fairly regular basis with process SMEs Perform administrative function, research on access accounts, projects, and maintenance and database conversions as required. Very detailed oriented and flexible to work on multiple processes. Strong with MS Excel and Macros Thorough understanding of customer data requirements as related to the banking and financial services industry. Quality-oriented. Good attention to detail. Have a sense of urgency in addressing errors. Demonstrates willingness to learn new skills and tasks Finishes ones tasks as per set schedules. Takes initiative for ensuring timely completion of set tasks. Receives and reciprocates basic information clearly in the written and oral form; Demonstrates good command over the English language. Ability to escalate issues appropriately. Ability to accurately process high volumes of work within established deadlines Ability to adapt to change and work on multiple processes Ability to set priorities, and deliver the tasks within the stipulated timelines Candidate must be willing to work in shifting schedule depending on business need. Quality check of work performed by junior team members and provide appropriate feedback on the same. Understand the feedback received from the onshore team members and disseminate the same to the team. Provide training to the team members and educate them on the tough scenarios

Position: Wealth Relationship Manager Location: Ludhiana/Amritsar /Jalandhar /Patiala/Ambala/Panipat/Hisar /Rohtak Experience: Min. 2years in MF/PMS CTC: Up to 8LPA Direct Responsibilities Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. For more details send your updated resume at aanchal@avaniconsulting.com Or what's app at - 9917283370

Position Title: Wealth Manager Investment Advisory Job Summary: Engage with affluent clients to understand their financial objectives, risk tolerance, and investment preferences. Offer customized investment solutions across a range of financial instruments including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Direct Equity, and Insurance (Life & General) Key Responsibilities: Deliver tailored investment strategies to HNI/UHNI clients in line with their financial goals and risk appetite. Keep abreast of market dynamics and trends to adjust client portfolios proactively. Drive consistent growth in client assets under management (AUM) and overall book size. Meet acquisition and revenue targets through advisory-led sales of investment products. Recommend model portfolios and strategic allocations based on in-house research and market outlook. Foster long-term client relationships to increase share of wallet and cross-sell opportunities. Ensure all advisory and transactional activities are compliant with regulatory norms and internal policies. Key Requirements: Proven experience in managing UHNI client relationships within the wealth management or financial advisory domain. Strong interpersonal and communication abilities to influence and build trust. Strategic thinker with an entrepreneurial drive and high ethical standards. Self-motivated, growth-oriented, and capable of thriving in a competitive environment. Strong collaboration skills and a team-focused mindset. Experience: Minimum 5 years in private banking, investment advisory, or related wealth management service Apply Now! Connect with me on LinkedIn to get more JOB UPDATES. https://www.linkedin.com/in/rupendra-profile/