13263 Portfolio Management Jobs - Page 23

Work Level : Individual Core : Communication Skills, Result Driven, Problem Solving, Networking Leadership : Influencing, Responsive Industry Type : Banking Function : Credit Manager Key Skills : Lap,Loan Against Property,Credit,Credit Approver,Credit Note,Credit Underwriter,Letter oF Credit,Risk Management,Credit Analysis,Portfolio Management Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Roles & Responsibilities Key Accountabilities: 1) To recommend / approve credit applications in line with agreed process workflows and policies after highlighting / considering all significant risks. 2) To keep track of delinquency levels and ensuring that requ...

Allocation and monitoring of securities within a portfolio, aligned to the banks risk tolerance to framework and changing market conditions, investment objectives and regulatory requirements, utilizing specialist software and data analytics tools, to enhance the portfolio management efficiency and effectiveness. Execution of research and analysis on various securities (equity, bond, funds) to identify profitable investment opportunities, aligned to the banks risk tolerance. Communication of the banks investment philosophy, decision making and investment selection to Clients and other key stakeholders such as Relationship Managers and Investment Advisors. Performance monitoring against benchm...

Responsibilities include, but not limited to: Data Analysis - Analyze financial data, including balance sheets, income statements and cash flow metrics, to assess financial performance and trends. Financial Modeling - Develop complex financial models to forecast future financial outcomes and stress test projected financials. Reporting - Prepare reports and presentations for senior management, summarizing findings and providing recommendations Portfolio Management - Quarterly review of financials and updating of internal borrower risk scoring. Ad Hoc portfolio management tasks Bachelors Degree in Accounting/Finance or equivalent experience (3-5 years) required. Proficiency reading GAAP financ...

Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Financial Services Unit Aditya Birla Capital Ltd Location Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) Area Sales Head Reports to: Poornata Position Title Function Sales-SLS Reports to: Function Sales Department BGFMRS-Mortgages Retail Sales Reports to: Department SME Tier 1 Designation of the Employee Area Sales Head Designation of the Manager Regional Sales Head Date of writing/updation of JD Job Purpose: Write the purpose for which the job exists (in 2-3 lines) ( Max...

Job Purpose: The Relationship Manager Mid Market is responsible for acquiring, managing, and growing relationships with mid-sized corporate clients. The role focuses on understanding client needs, offering appropriate financial solutions, and achieving business and revenue targets while ensuring strong customer satisfaction. Key Responsibilities Acquire new mid-market clients and build long-term relationships Manage an assigned portfolio of mid-market corporate customers Understand clients business needs and offer suitable banking/financial products Drive revenue through loans, trade finance, cash management, and other services Ensure timely credit appraisal, documentation, and disbursement ...

Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Ficial Services Unit Aditya Birla Capital Ltd Location Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) Area Sales Head Reports to: Poornata Position Title Function SalesSLS Reports to: Function Sales Department BGFMRSMortgages Retail Sales Reports to: Department SME Tier 1 Designation of the Employee Area Sales Head Designation of the Manager Regional Sales Head Date of writing/updation of JD 1) Job Purpose: Write the purpose for which the job exists (in 23 lines) ( Max 13...

Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Ficial Services Unit Aditya Birla Capital Ltd Location Poornata Position Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) Area Sales Head Reports to: Poornata Position Title Function SalesSLS Reports to: Function Sales Department BGFMRSMortgages Retail Sales Reports to: Department SME Tier 1 Designation of the Employee Area Sales Head Designation of the Manager Regional Sales Head Date of writing/updation of JD 1) Job Purpose: Write the purpose for which the job exists (in 23 lines) ( Max 13...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI 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 relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

Project Role : Program/Project Management Lead Project Role Description : Manage overall delivery of a program or project to achieve business outcomes. Define project scope and monitor execution of deliverables. Communicate across multiple stakeholders to manage expectations, issues and outcomes. Must have skills : Project Portfolio Management Tools Good to have skills : NAMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Program/Project Management Lead, you will oversee the comprehensive delivery of programs or projects, ensuring alignment with business objectives. Your typical day involves defining project scopes, monitoring...

Join us as a Portfolio Analyst Youll be accountable for the provision of investment planning and transformation portfolio design services by supporting all aspects of our portfolio management approach Working closely with the Portfolio Manager, youll ensure that we continue to complete accurate monthly reporting and assurance activities required by our senior leaders Youll enjoy considerable variety as well as stakeholder engagement and have the ability to seek information and find solutions Youll be supporting forecasting and managing workforce and financial plans, including tracking actual performance against forecast We''re offering this role at associate vice president level What you''ll...

The Business Partner plays a critical role in enabling strategic alignment between KBS and its business units, ensuring high-quality service delivery, stakeholder satisfaction, and continuous improvement. This role acts as a key liaison between KBS operational teams and frontline/area leadership, driving collaboration, resolving escalations, and supporting transformation initiatives. The ideal candidate will be a highly skilled professional with a strong background in stakeholder management, project leadership, and a proven ability to drive results in a dynamic environment. Key Responsibilities Key Responsibilities 1. Governance and Methodology Establish and Enforce Standards: Design, implem...

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Job description Roles and Responsibilities Acquire and manage a portfolio of high-value customers, ensuring strong relationships and long-term engagement. Understand client needs and provide tailored solutions across banking products such as savings, investments, loans, and insurance. Drive cross-selling of financial products to maximize wallet share and achieve assigned revenue targets. Conduct regular portfolio reviews and proactively address customer queries and service requirements. Ensure compliance with regulatory guidelines, internal policies, and risk management standards in all transactions. Collaborate with internal teams to deliver seamless customer experience and resolve operatio...

Title: Business Development Head - (Contract Manufacturing/CMO / CDMO) - Pharmaceutical Human Health Industry (DOMESTIC MARKETING & BUSINESS DEVELOPMENT ONLY) Summary: We are currently seeking a dynamic and experienced Business Development Head (FOR DOMESTIC MARKETING) to spearhead our business development initiatives in the pharmaceutical human health sector. This pivotal role requires a focus on B2B marketing and contract manufacturing, particularly in oral liquids and nutraceuticals. The ideal candidate will bring a strong background in multinational corporate environments, with a demonstrated track record of success in generating new B2B orders and selling developed products within the h...

We are seeking a Relationship Manager to build, maintain,and grow strong relationships with our clients.The ideal candidate will act as a trusted point of contact,ensuring client satisfaction,identifying opportunities for longterm business success.

As a candidate for the role in Ahmedabad, you will be involved in a mix of research, operations, and startup interfacing. Your responsibilities will include: - Working with the team on all program-related execution - Building sector knowledge and contributing to creating content like sector landscaping and use-cases - Helping prepare IMs, one pagers, and other stakeholder reports - Providing advisory and support services to program portfolio companies - Facilitating investments and supporting startups in their fundraising - Interacting and maintaining relationships with portfolio companies, mentors, and other stakeholders - Creating timely portfolio update reports and monitoring the performa...

We are looking for aPrincipal Delivery Manager to join our team who will be focusing on driving the delivery of business outcomes for the IP segment, with a particular emphasis on programs and products related to Data Science, Machine Learning, and AI. This includes leading end-to-end delivery of technology and software development projects across the Patent Intelligence portfolio and other initiatives that leverage advanced data, search, and AI capabilities. The successful candidate will be responsible for planning, executing, and reporting on the Intellectual Property Data Science and Search team portfolio. This includes establishing and facilitating program operating rhythms, portfolio pl...

As a Relationship Manager in the financial services industry, your role will involve understanding clients' business objectives and challenges to provide strategic recommendations. Building strong client relationships, analyzing data, and fostering partnerships for acquiring and managing Equity, Currency, and Commodities trading accounts and investments will be crucial. - Regularly review client portfolios to evaluate performance, balance investments, and optimize asset allocation. - Monitor market trends and economic developments to make timely adjustments to client portfolios. - Ensure compliance with regulatory requirements and internal policies in all client interactions and investment r...

As the Vice President of Technology in the "Property & Casualty" domain with experience working in Lloyd's Market, you will play a crucial role in leading and assisting in the development and maintenance of Client and Custom Applications. Your focus will be on contributing to technology and digital solutions across the P&C industry segment, specifically targeting Specialty and Commercial Lines insurance value chain. Key Responsibilities: - Strategic Leadership and Portfolio Management - Capability Development and Management - Communities of Practice - Technical Excellence - Stakeholder Management and Collaboration In this role, you will be responsible for: - Owning operational metrics relate...

About The Role Project Role : Test Automation Lead Project Role Description : Lead the transformation of testing into a continuous and efficient end-to-end quality engineering function through the use of quality processes, tools, and methodologies significantly improving control, accuracy and integrity. Evolve more predictive and intelligent testing approaches based on automation and innovative testing products and solutions. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Middle Office, Charles River Data and Position Management, Charles River Portfolio Management & Risk Analytics Minimum 5 year(s) of experience is required Educ...

About The Role Project Role : Quality Engineer (Tester) Project Role Description : Enables full stack solutions through multi-disciplinary team planning and ecosystem integration to accelerate delivery and drive quality across the application lifecycle. Performs continuous testing for security, API, and regression suite. Creates automation strategy, automated scripts and supports data and environment configuration. Participates in code reviews, monitors, and reports defects to support continuous improvement activities for the end-to-end testing process. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Portfolio Management & Risk A...

About The Role Project Role : Quality Engineer (Tester) Project Role Description : Enables full stack solutions through multi-disciplinary team planning and ecosystem integration to accelerate delivery and drive quality across the application lifecycle. Performs continuous testing for security, API, and regression suite. Creates automation strategy, automated scripts and supports data and environment configuration. Participates in code reviews, monitors, and reports defects to support continuous improvement activities for the end-to-end testing process. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Portfolio Management & Risk A...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Middle Office, Charles River Portfolio Management & Risk Analytics, Charles River Data and Position Management Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Charles River Order & Execution Management OEMS Trading Good to have skills : Charles River Middle Office, Charles River Portfolio Management & Risk Analytics, Charles River Data and Position Management Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business...

About The Role About The Role At Accenture, we believe your career is about what you want to be and who you want to be. Its about bringing your skills, your curiosity and your best true self to your work. Here, youll match your ingenuity with the latest technology to do incredible things. Together, we can create positive, long-lasting change. We are: Strategy & Consulting Global Network at Accenture empowers our people to compete, win and grow. We develop everything they need to grow their client portfolios, optimize their deals and enable their sales talent, all driven by sales intelligence. Solution Advisory at Accenture. Our Solution Advisory team is a specialty service within Strategy & ...